Security key
33738R878
FIRST TR EXCHANGE TRADED FD - DORSEY WRIGHT (FVC)
CUSIP: 33738R878
Q1 2025 13F Holders as of 31 Mar 2025
- Type / Class
- Equity / DORSEY WRIGHT
- Total 13F shares
- 2,247,930
- Share change
- +19,344
- Total reported value
- $79,083,199
- Price per share
- $35.18
- Number of holders
- 55
- Value change
- +$649,996
- Number of buys
- 18
- Number of sells
- 25
Report period
Q1 2025
Institutions
55
Top holders
10
Broader feeds
Reporting periods
Holder history for CUSIP 33738R878
Recent filing periods:
Top shareholders of FVC - FIRST TR EXCHANGE TRADED FD - DORSEY WRIGHT (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
Institutional Holders of FIRST TR EXCHANGE TRADED FD - DORSEY WRIGHT (FVC) as of Q1 2025
As of 31 Mar 2025,
FIRST TR EXCHANGE TRADED FD - DORSEY WRIGHT (FVC) was held by
55 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,247,930 shares.
The largest 10 holders included
Prospera Financial Services Inc, MORGAN STANLEY, LPL Financial LLC, RAYMOND JAMES FINANCIAL INC, UBS Group AG, WELLS FARGO & COMPANY/MN, BANK OF AMERICA CORP /DE/, TD Waterhouse Canada Inc., CITADEL ADVISORS LLC, and Private Advisor Group, LLC.
This page lists
55
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2025 vs Q4 2024 Across Filers
Q4 2024 holders
53
Q1 2025 holders
55
Holder diff
2
| Investor | Q4 2024 Shares | Q1 2025 Shares | Share Diff | Share Chg % | Q4 2024 Value $ | Q1 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.