Who owns FVC?
First Trust Dorsey Wright Dynamic Focus 5 ETF · First Trust
54 institutions reported holding FVC, worth $65.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FVC
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Prospera Financial Services Inc | Dallas, TX | $9.6M | 219,323 | −38,641 shares |
| Morgan Stanley | New York, NY | $9.1M | 207,934 | −11,906 shares |
| Wells Fargo & Company | San Francisco, CA | $7.9M | 179,651 | −1,514 shares |
| LPL Financial LLC | Fort Mill, SC | $6.4M | 146,064 | −81,275 shares |
| Bank of America Corp. | Charlotte, NC | $5.5M | 125,795 | −2,632 shares |
| UBS Group AG | Zurich, Switzerland | $4.6M | 104,816 | −16,152 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $2.4M | 55,386 | −3,745 shares |
| Janney Montgomery Scott LLC | Philadelphia, PA | $1.4M | 32,982 | −400 shares |
| Global Retirement Partners, LLC | San Rafael, CA | $1.3M | 30,663 | New position |
| Geneos Wealth Management Inc. | Englewood, CO | $1.1M | 25,231 | −4,409 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns FVC?
54 institutional managers reported holding FVC in Form 13F filings for June 30, 2026, worth $65.0M in total. The largest reported position was held by Prospera Financial Services Inc, at $9.6M.
Did institutions buy or sell FVC last quarter?
Reported 13F value rose 17.0% from March 31, 2026, which includes price moves as well as buying and selling. 8 firms reported a new position and 4 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is FVC ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.