FVC — FIRST TR EXCHANGE TRADED FD

Ownership history in COMMONWEALTH EQUITY SERVICES, LLC  ·  32 quarters on record

This page tracks every 13F SEC filing in which COMMONWEALTH EQUITY SERVICES, LLC reported a position in FIRST TR EXCHANGE TRADED FD (FVC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2022 Q4)
Avg. % of fund
0.01%
First filed
2017 Q4
Last filed
2025 Q3
Quarters held
32
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 9,065 -6,851 -43.0% 0.00% $327K $35.76
2025 Q2 REDUCED 15,916 -1,283 -7.5% 0.00% $566K $35.00
2025 Q1 ADDED 17,199 +847 +5.2% 0.00% $605K $34.39
2024 Q4 REDUCED 16,352 -1,093 -6.3% 0.00% $598K $35.61
28 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FVC price (monthly, adj. close)

Other funds also holding FVC

As of 2025 Q4 — sorted by position size

Trueblood Wealth Management, LLC 0.23% WORLD EQUITY GROUP, INC. 0.21% ARBOR CAPITAL MANAGEMENT INC /ADV 3Y 0.19% Prospera Financial Services Inc 3Y 7Y 0.18% PCG Wealth Advisors, LLC 3Y 0.16% Proactive Wealth Strategies LLC 0.12% ELEMENT POINTE ADVISORS, LLC 3Y 7Y 0.05% Keystone Financial Group 3Y 7Y 0.03% MTM Investment Management, LLC 3Y 0.03% Geneos Wealth Management Inc. 3Y 0.02%
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