FCVT FIRST TR EXCHANGE-TRADED FD: institutional ownership and insider trading

61 funds reported holding $77.3M of FIRST TR EXCHANGE-TRADED FD in their latest 13F filings; in Q2 2026 funds net sold $5.50M, with 8 new positions and 12 funds selling out.

Largest institutional holders of FCVT

  1. LPL Financial LLC — $13.6M
  2. OSAIC HOLDINGS, INC. — $9.47M
  3. RAYMOND JAMES FINANCIAL INC (RJF, RJF-PB) — $6.91M
  4. Concurrent Investment Advisors, LLC — $6.03M
  5. Proactive Wealth Strategies LLC — $4.39M
  6. ROYAL BANK OF CANADA (RY, RBMCF, RYLBF, RYPBF) — $3.25M
  7. MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $3.10M
  8. Elequin Capital, LP — $2.68M
  9. BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BML-PG, BML-PH, BML-PJ, BML-PL) — $2.35M
  10. TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) — $1.82M

Who owns the most FCVT stock?

The largest institutional holders of FIRST TR EXCHANGE-TRADED FD in the latest 13F filings are LPL Financial LLC ($13.6M), OSAIC HOLDINGS, INC. ($9.47M), RAYMOND JAMES FINANCIAL INC (RJF, RJF-PB) ($6.91M).

All FCVT 13F holders