Inst. Holders
50 funds
FV
FV
FIRST TR EXCHANGE TRADED FD
$73.77 ▲ +0.51%
Prev close $73.399 New Institutional Positions6 Institutional Exits
Snapshot
The big-picture read on FV right now — valuation, ownership and activity at a glance.
Inst. Value
$1.9B
Inst. Activity
9 buys / 6 sells
Price chart 30d +1.3%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Jun 30, 2026 Inst.
&PARTNERS — DOUBLED
517,054 shares ($36.6M)
Jun 30, 2026 Inst.
Private Advisor Group, LLC — TRIM
248,682 shares ($18.9M)
Mar 9, 2026 dark_pool
Dark Pool: FV — 0.1M shares, 651 trades
Week starting 2026-03-09. Total ATS volume: 50,910 shares across 651 trades.
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Mar 9, 2026
dark_pool
Dark Pool: FV — 0.1M shares, 651 trades
Week starting 2026-03-09. Total ATS volume: 50,910 shares across 651 trades.
Mar 2, 2026
dark_pool
Dark Pool: FV — 0.1M shares, 732 trades
Week starting 2026-03-02. Total ATS volume: 61,694 shares across 732 trades.
Institutional ownership
Which big funds own FV (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $1.9B total value (25,050,879 shares) as of 2026-Q2. Top holders: MORGAN, LPL, WELLS. Net buying activity: 9 institutions added/increased vs 6 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| MORGAN STANLEY | 5,527,840 | $419.5M | 22.1% | — |
| LPL Financial LLC | 3,298,431 | $250.3M | 13.2% | TRIM -25.4% |
| WELLS FARGO & COMPANY/MN | 2,428,631 | $184.3M | 9.7% | — |
| COMMONWEALTH EQUITY SERVICES, LLC | 1,746,363 | $132.5M | 7.0% | — |
| RAYMOND JAMES FINANCIAL INC | 1,695,696 | $128.7M | 6.8% | — |
| UBS Group AG | 1,199,927 | $91.1M | 4.8% | — |
| BANK OF AMERICA CORP /DE/ | 1,157,404 | $87.8M | 4.6% | — |
| ROYAL BANK OF CANADA | 742,094 | $56.3M | 3.0% | — |
| OSAIC HOLDINGS, INC. | 646,596 | $49.1M | 2.6% | — |
| Concurrent Investment Advisors, LLC | 568,217 | $43.1M | 2.3% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| &PARTNERS | DOUBLED | 59,800 | 517,054 | +764.6% | $36.6M |
| Private Advisor Group, LLC | TRIM | 346,335 | 248,682 | -28.2% | $18.9M |
| Integrated Wealth Concepts LLC | ADD | 123,925 | 163,142 | +31.6% | $12.4M |
| JPMORGAN CHASE & CO | ADD | 126,028 | 159,482 | +26.5% | $11.9M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | TRIM | 154,719 | 40,005 | -74.1% | $3.0M |
| Quantinno Capital Management LP | ADD | 17,375 | 27,962 | +60.9% | $2.1M |
| Arax Advisory Partners | DOUBLED | 10,130 | 27,068 | +167.2% | $2.1M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 7,882 | 24,049 | +205.1% | $1.8M |
| Mariner, LLC | TRIM | 33,310 | 15,940 | -52.1% | $1.2M |
| CITADEL ADVISORS LLC | NEAR_EXIT | 60,972 | 10,938 | -82.1% | $830.0K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for FV.
Shares short
62,438
Settlement Sep 15, 2026
Change vs prior
+13.0%
Semi-monthly cycle
Days to cover
1.0
At avg daily volume