Latest imported 13F data
FVD

FIRST TR EXCHANGE-TRADED FD

Institutional Ownership · Q4 2025

Filing: Q4 2025

FIRST TR EXCHANGE-TRADED FD (FVD) is held by 579 institutional investors with combined holdings of $4.4B. Major holders include MORGAN STANLEY, LPL Financial LLC, WELLS FARGO & COMPANY/MN.

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Institutional Holders
579
Total Value
$4.4B
Ownership %
50.6%

🏦 Top Institutional Holders

MORGAN STANLEY
19.1M shares
$880.4M
10.07% ownership
LPL Financial LLC
17.2M shares
$792.9M
9.07% ownership
WELLS FARGO & COMPANY/MN
5.9M shares
$272.7M
3.12% ownership
BANK OF AMERICA CORP /DE/
5.6M shares
$257.2M
2.94% ownership
UBS Group AG
3.8M shares
$176.0M
2.01% ownership

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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