FVD
FIRST TR EXCHANGE-TRADED FD
Institutional Ownership · Q4 2025
Filing: Q4 2025FIRST TR EXCHANGE-TRADED FD (FVD) is held by 579 institutional investors with combined holdings of $4.4B. Major holders include MORGAN STANLEY (MS, MS-P, LPL Financial LLC, WELLS FARGO & COMPANY/MN .
Institutional Holders
579
Total Value
$4.4B
Ownership %
50.6%
🏦 Top Institutional Holders
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ)
19.1M shares
$880.4M
10.07% ownership
LPL Financial LLC
17.2M shares
$792.9M
9.07% ownership
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ)
5.9M shares
$272.7M
3.12% ownership
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BML-PG, BML-PH, BML-PJ, BML-PL)
5.6M shares
$257.2M
2.94% ownership
UBS Group AG (UBS)
3.8M shares
$176.0M
2.01% ownership