FVC

First Trust Dorsey Wright DyETF$41.89 1.18%
UnclassifiedCUSIP 33738R878· EOD Sep 8, 2026

Among active 13F managers last quarter, 1 opened and 1 added, while 8 reduced; the largest holder to move was Prospera Financial Services Inc (−15%).

Tracked 13F holders
47
29 in Q2 2026 filings
13F value (tracked)
$57.8M
13F moves · latest Q
2 added
8 reduced

Price & smart-money activity

$41.89 1.18%5Y +14.7%
$28.73$32.55$36.37$40.19$44.0120212022202320242025202673476438557686873873559483875774638299
Hover for who · click for detailEnd-of-day closing prices52w $33.81 – $43.80

Who owns FVC?

47 tracked 13F filers · ranked by shares held

47 tracked 13F filers disclose a position in FVC as of the latest SEC 13F filings, a combined $57.8M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1LPL Financial LLC227K
$7.9M
+24%
Added · +44K sh
Q1 2026
2Morgan Stanley220K
$7.7M
−1.5%
Reduced · −3K sh
Q1 2026
3Prospera Financial Services Inc219K
$9.6M
−15%
Reduced · −39K sh
Q2 2026
4Wells Fargo & Company181K
$6.3M
+2.5%
Added · +4K sh
Q1 2026
5Bank Of America Corp128K
$4.5M
−18%
Reduced · −28K sh
Q1 2026
6UBS Group AG121K
$4.2M
−1.3%
Reduced · −2K sh
Q1 2026
7Raymond James Financial Inc59K
$2.1M
−0.5%
Reduced · −299 sh
Q1 2026
8Global Retirement Partners, LLC31K
$1.3M
−4.0%
Reduced · −1K sh
Q2 2026
9Geneos Wealth Management Inc.25K
$1.1M
−15%
Reduced · −4K sh
Q2 2026
10Sun Financial Inc23K
$974K
~0%
Reduced · −1 sh
Q2 2026
11Royal Bank Of Canada23K
$795K
−1.9%
Reduced · −449 sh
Q1 2026
12Mariner, LLC22K
$778K
−7.9%
Reduced · −2K sh
Q1 2026
13Oppenheimer & Co Inc20K
$867K
−0.4%
Reduced · −85 sh
Q2 2026
14Private Advisor Group, LLC19K
$818K
+1.1%
Added · +207 sh
Q2 2026
15World Equity Group, Inc.17K
$745K
Held
Q2 2026
16Proactive Wealth Strategies LLC16K
$699K
−4.4%
Reduced · −740 sh
Q2 2026
17Atria Investments, Inc16K
$689K
−7.0%
Reduced · −1K sh
Q2 2026
18Trueblood Wealth Management, LLC16K
$687K
Held
Q2 2026
19PCG Wealth Advisors, LLC15K
$660K
Held
Q2 2026
20Susquehanna International Group, LLP15K
$513K
−70%
Reduced · −35K sh
Q1 2026
21Ewa, LLC14K
$624K
New
+14K sh
Q2 2026
22Citadel Advisors LLC14K
$605K
+1.1%
Added · +145 sh
Q2 2026
23Osaic Holdings, Inc.12K
$424K
−33%
Reduced · −6K sh
Q1 2026
24Kestra Advisory Services, LLC12K
$530K
−25%
Reduced · −4K sh
Q2 2026
25NewEdge Advisors, LLC11K
$471K
−11%
Reduced · −1K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is FVC being bought or sold by institutions?

Last quarter, 1 fund opened a new position in FVC and 1 added to an existing one, while 8 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
1
fund took a first position
Added
1
added to an existing position
Reduced
8
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own FVC also own

CompanyCo-held byTheir position there
Nvidia CorpNVDA17 funds$5.7B
Apple IncAAPL17 funds$4.3B
Amazon.com IncAMZN17 funds$2.9B
Microsoft CorpMSFT17 funds$2.5B
Broadcom IncAVGO17 funds$1.9B
Alphabet Inc-CL AGOOGL17 funds$1.9B
Alphabet Inc-CL CGOOG17 funds$1.7B
Meta Platforms Inc-Class AMETA17 funds$1.7B
JPMorgan Chase & CoJPM17 funds$1.5B
Tesla IncTSLA17 funds$1.3B
Berkshire Hathaway Inc-CL BBRK/B17 funds$1.2B
SS SPDR S&P 500 ETF Trust-USSPY17 funds$1.1B

Ranked by how many of FVC's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in FVC.

Institutional ownership over time

29 tracked filers in Q2 2026 filingsstill filing
02448Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $21.7M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

0 most recent

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in FVC

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/FVC/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for FVC.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for FVC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.