HoldingsChannel.com
Funds Holding FDVV

On this page, we present all of the funds holding FDVV from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding FDVV, with a link to that fund's top holdings. The next columns indicate the amount of FDVV stock held by each of the funds holding FDVV, followed by the FDVV position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 191 funds holding FDVV within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Commonwealth Equity Services LLC. For more details on the positions held by Commonwealth Equity Services LLC (or by any of the other funds holding FDVV), click the fund name in the "Holder" column of the funds-holding-FDVV table below.

HolderAmountPosition Size
($ in 1000's)		 As of
Commonwealth Equity Services LLC1,876,634$79,344 12/31/2023
     FDVV1,876,634$79,344 12/31/2023
Morgan Stanley1,078,169$45,585 12/31/2023
     FDVV1,078,169$45,585 12/31/2023
Advisor Group Holdings Inc.992,994$41,988 12/31/2023
     FDVV992,994$41,988 12/31/2023
Bank of America Corp DE886,191$37,468 12/31/2023
     FDVV886,191$37,468 12/31/2023
Envestnet Asset Management Inc.640,642$27,086 12/31/2023
     FDVV640,642$27,086 12/31/2023
Childress Capital Advisors LLC547,507$24,808 03/31/2024
     FDVV547,507$24,808 03/31/2024
LPL Financial LLC556,843$23,543 12/31/2023
     FDVV556,843$23,543 12/31/2023
Integrated Wealth Concepts LLC489,823$20,710 12/31/2023
     FDVV489,823$20,710 12/31/2023
Wells Fargo & Company MN474,633$20,068 12/31/2023
     FDVV474,633$20,068 12/31/2023
Kestra Advisory Services LLC441,273$18,657 12/31/2023
     FDVV441,273$18,657 12/31/2023
McIlrath & Eck LLC397,057$16,788 12/31/2023
     FDVV397,057$16,788 12/31/2023
JPMorgan Chase & Co.325,228$13,751 12/31/2023
     FDVV325,228$13,751 12/31/2023
Jane Street Group LLC303,413$12,828 12/31/2023
     FDVV303,413$12,828 12/31/2023
Cambridge Investment Research Advisors Inc.254,940$11,551 03/31/2024
     FDVV254,940$11,551 03/31/2024
Lakeridge Wealth Management LLC255,741$10,813 12/31/2023
     FDVV255,741$10,813 12/31/2023
Arden Trust Co225,499$10,217 03/31/2024
     FDVV225,499$10,217 03/31/2024
Raymond James Financial Services Advisors Inc.221,635$10,042 03/31/2024
     FDVV221,635$10,042 03/31/2024
Mascoma Wealth Management LLC218,958$9,258 12/31/2023
     FDVV218,958$9,258 12/31/2023
Lincoln National Corp213,802$9,040 12/31/2023
     FDVV213,802$9,040 12/31/2023
Retirement Planning Group190,921$8,651 03/31/2024
     FDVV190,921$8,651 03/31/2024
Captrust Financial Advisors191,385$8,092 12/31/2023
     FDVV191,385$8,092 12/31/2023
Stifel Financial Corp186,775$7,897 12/31/2023
     FDVV186,775$7,897 12/31/2023
Cetera Investment Advisers166,710$7,048 12/31/2023
     FDVV166,710$7,048 12/31/2023
Northwestern Mutual Wealth Management Co.161,789$6,840 12/31/2023
     FDVV161,789$6,840 12/31/2023
Cetera Advisor Networks LLC160,367$6,780 12/31/2023
     FDVV160,367$6,780 12/31/2023
AE Wealth Management LLC142,185$6,123 12/31/2023
     FDVV142,185$6,123 12/31/2023
Bollard Group LLC136,048$5,752 12/31/2023
     FDVV136,048$5,752 12/31/2023
Lineweaver Wealth Advisors LLC129,995$5,496 12/31/2023
     FDVV129,995$5,496 12/31/2023
Avantax Advisory Services Inc.121,529$5,138 12/31/2023
     FDVV121,529$5,138 12/31/2023
Slagle Financial LLC119,970$5,072 12/31/2023
     FDVV119,970$5,072 12/31/2023
RFG Advisory LLC111,416$5,048 03/31/2024
     FDVV111,416$5,048 03/31/2024
McGlone Suttner Wealth Management Inc.108,324$4,908 03/31/2024
     FDVV108,324$4,908 03/31/2024
MML Investors Services LLC111,944$4,733 12/31/2023
     FDVV111,944$4,733 12/31/2023
AdvisorNet Financial Inc102,646$4,651 03/31/2024
     FDVV102,646$4,651 03/31/2024
Marmo Financial Group LLC90,800$4,114 03/31/2024
     FDVV90,800$4,114 03/31/2024
Gallagher Fiduciary Advisors LLC95,950$4,057 12/31/2023
     FDVV95,950$4,057 12/31/2023
Kovack Advisors Inc.84,543$3,831 03/31/2024
     FDVV84,543$3,831 03/31/2024
Personal CFO Solutions LLC86,004$3,636 12/31/2023
     FDVV86,004$3,636 12/31/2023
Kestra Private Wealth Services LLC84,367$3,567 12/31/2023
     FDVV84,367$3,567 12/31/2023
Valmark Advisers Inc.80,947$3,422 12/31/2023
     FDVV80,947$3,422 12/31/2023
Truist Financial Corp75,358$3,186 12/31/2023
     FDVV75,358$3,186 12/31/2023
Advisory Services Network LLC74,219$3,138 12/31/2023
     FDVV74,219$3,138 12/31/2023
Royal Bank of Canada73,318$3,100 12/31/2023
     FDVV73,318$3,100 12/31/2023
Investmark Advisory Group LLC72,573$3,068 12/31/2023
     FDVV72,573$3,068 12/31/2023
Koshinski Asset Management Inc.71,005$3,002 12/31/2023
     FDVV71,005$3,002 12/31/2023
Foresight Capital Management Advisors Inc.64,795$2,936 03/31/2024
     FDVV64,795$2,936 03/31/2024
Qube Research & Technologies Ltd67,904$2,871 12/31/2023
     FDVV67,904$2,871 12/31/2023
Prudential Financial Inc.64,411$2,723 12/31/2023
     FDVV64,411$2,723 12/31/2023
Principle Wealth Partners LLC59,973$2,717 03/31/2024
     FDVV59,973$2,717 03/31/2024
OLD Mission Capital LLC59,162$2,501 12/31/2023
     FDVV59,162$2,501 12/31/2023
Essex Financial Services Inc.54,240$2,458 03/31/2024
     FDVV54,240$2,458 03/31/2024
IHT Wealth Management LLC52,193$2,207 12/31/2023
     FDVV52,193$2,207 12/31/2023
MAI Capital Management49,257$2,083 12/31/2023
     FDVV49,257$2,083 12/31/2023
WCG Wealth Advisors LLC48,536$2,052 12/31/2023
     FDVV48,536$2,052 12/31/2023
EP Wealth Advisors LLC46,743$1,976 12/31/2023
     FDVV46,743$1,976 12/31/2023
Arkadios Wealth Advisors45,655$1,930 12/31/2023
     FDVV45,655$1,930 12/31/2023
Mercer Global Advisors Inc. ADV45,550$1,926 12/31/2023
     FDVV45,550$1,926 12/31/2023
GWM Advisors LLC44,684$1,911 12/31/2023
     FDVV44,684$1,911 12/31/2023
Gladstone Institutional Advisory LLC41,987$1,775 12/31/2023
     FDVV41,987$1,775 12/31/2023
Thoroughbred Financial Services LLC39,920$1,687 12/31/2023
     FDVV39,920$1,687 12/31/2023
IFP Advisors Inc39,180$1,657 12/31/2023
     FDVV39,180$1,657 12/31/2023
Private Advisor Group LLC39,075$1,652 12/31/2023
     FDVV39,075$1,652 12/31/2023
OneAscent Financial Services LLC36,396$1,649 03/31/2024
     FDVV36,396$1,649 03/31/2024
Atria Investments LLC38,984$1,648 12/31/2023
     FDVV38,984$1,648 12/31/2023
FMR LLC35,943$1,520 12/31/2023
     FDVV35,943$1,520 12/31/2023
Primoris Wealth Advisors LLC35,458$1,498 12/31/2023
     FDVV35,458$1,498 12/31/2023
Biondo Investment Advisors LLC35,275$1,491 12/31/2023
     FDVV35,275$1,491 12/31/2023
Benedetti & Gucer Inc.34,869$1,474 12/31/2023
     FDVV34,869$1,474 12/31/2023
Barry Investment Advisors LLC31,636$1,433 03/31/2024
     FDVV31,636$1,433 03/31/2024
Consolidated Planning Corp33,819$1,430 12/31/2023
     FDVV33,819$1,430 12/31/2023
Raymond James & Associates30,467$1,380 03/31/2024
     FDVV30,467$1,380 03/31/2024
Lido Advisors LLC27,250$1,152 12/31/2023
     FDVV27,250$1,152 12/31/2023
HBW Advisory Services LLC25,342$1,071 03/31/2024
     FDVV25,342$1,071 03/31/2024
Concurrent Investment Advisors LLC25,052$1,059 12/31/2023
     FDVV25,052$1,059 12/31/2023
Calton & Associates Inc.22,587$1,023 03/31/2024
     FDVV22,587$1,023 03/31/2024
LVZ Advisors Inc.22,038$999 03/31/2024
     FDVV22,038$999 03/31/2024
National Asset Management Inc.23,570$997 12/31/2023
     FDVV23,570$997 12/31/2023
Retirement Group LLC23,343$987 12/31/2023
     FDVV23,343$987 12/31/2023
Private Wealth Partners LLC23,100$977 12/31/2023
     FDVV23,100$977 12/31/2023
Cetera Advisors LLC22,883$967 12/31/2023
     FDVV22,883$967 12/31/2023
Stephens Inc. AR22,180$938 12/31/2023
     FDVV22,180$938 12/31/2023
Godshalk Welsh Capital Management Inc.21,675$916 12/31/2023
     FDVV21,675$916 12/31/2023
Octavia Wealth Advisors LLC20,132$912 03/31/2024
     FDVV20,132$912 03/31/2024
Soltis Investment Advisors LLC21,146$894 12/31/2023
     FDVV21,146$894 12/31/2023
Principal Securities Inc.21,112$893 12/31/2023
     FDVV21,112$893 12/31/2023
Mariner LLC20,843$881 12/31/2023
     FDVV20,843$881 12/31/2023
High Net Worth Advisory Group LLC17,129$776 03/31/2024
     FDVV17,129$776 03/31/2024
Integrated Advisors Network LLC17,776$752 12/31/2023
     FDVV17,776$752 12/31/2023
Prime Capital Investment Advisors LLC17,759$751 12/31/2023
     FDVV17,759$751 12/31/2023
Sequoia Financial Advisors LLC16,886$714 12/31/2023
     FDVV16,886$714 12/31/2023
Melfa Wealth Management LLC15,486$702 03/31/2024
     FDVV15,486$702 03/31/2024
Accurate Wealth Management LLC14,980$652 03/31/2024
     FDVV14,980$652 03/31/2024
Oppenheimer & Co. Inc.15,317$648 12/31/2023
     FDVV15,317$648 12/31/2023
Community Trust & Investment Co.15,041$636 12/31/2023
     FDVV15,041$636 12/31/2023
Steward Partners Investment Advisory LLC14,128$597 12/31/2023
     FDVV14,128$597 12/31/2023
Certified Advisory Corp14,124$597 12/31/2023
     FDVV14,124$597 12/31/2023
Sigma Planning Corp13,832$585 12/31/2023
     FDVV13,832$585 12/31/2023
Envestnet Portfolio Solutions Inc.13,407$567 12/31/2023
     FDVV13,407$567 12/31/2023
Westside Investment Management Inc.12,465$565 03/31/2024
     FDVV12,465$565 03/31/2024
Sowell Financial Services LLC13,155$556 12/31/2023
     FDVV13,155$556 12/31/2023
LongView Wealth Management12,094$548 03/31/2024
     FDVV12,094$548 03/31/2024
Proequities Inc.12,899$545 12/31/2023
     FDVV12,899$545 12/31/2023
Capital Investment Advisors LLC11,801$535 03/31/2024
     FDVV11,801$535 03/31/2024
Fifth Third Securities Inc.11,337$514 03/31/2024
     FDVV11,337$514 03/31/2024
Kingsview Wealth Management LLC12,108$512 12/31/2023
     FDVV12,108$512 12/31/2023
FSC Wealth Advisors LLC11,174$506 03/31/2024
     FDVV11,174$506 03/31/2024
Janney Montgomery Scott LLC11,921$504 12/31/2023
     FDVV11,921$504 12/31/2023
Global Assets Advisory LLC11,057$501 03/31/2024
     FDVV11,057$501 03/31/2024
Core Wealth Advisors Inc.11,425$483 12/31/2023
     FDVV11,425$483 12/31/2023
HighTower Advisors LLC11,429$482 12/31/2023
     FDVV11,429$482 12/31/2023
PFG Advisors11,280$477 12/31/2023
     FDVV11,280$477 12/31/2023
NBC Securities Inc.10,260$464 03/31/2024
     FDVV10,260$464 03/31/2024
MWA Asset Management10,945$463 12/31/2023
     FDVV10,945$463 12/31/2023
Powers Advisory Group LLC9,908$449 03/31/2024
     FDVV9,908$449 03/31/2024
Wealth Enhancement Advisory Services LLC9,895$448 03/31/2024
     FDVV9,895$448 03/31/2024
Raymond James Trust N.A.9,797$444 03/31/2024
     FDVV9,797$444 03/31/2024
Allworth Financial LP9,483$430 03/31/2024
     FDVV9,483$430 03/31/2024
WealthCare Investment Partners LLC9,359$424 03/31/2024
     FDVV9,359$424 03/31/2024
Element Wealth LLC9,565$404 12/31/2023
     FDVV9,565$404 12/31/2023
180 Wealth Advisors LLC8,890$403 03/31/2024
     FDVV8,890$403 03/31/2024
Citizens Financial Group Inc RI9,500$402 12/31/2023
     FDVV9,500$402 12/31/2023
Tandem Capital Management Corp ADV8,965$379 12/31/2023
     FDVV8,965$379 12/31/2023
Crescent Grove Advisors LLC8,857$374 12/31/2023
     FDVV8,857$374 12/31/2023
Bay Colony Advisory Group Inc d b a Bay Colony Advisors8,680$367 12/31/2023
     FDVV8,680$367 12/31/2023
Verdence Capital Advisors LLC8,053$365 03/31/2024
     FDVV8,053$365 03/31/2024
Perigon Wealth Management LLC8,634$365 12/31/2023
     FDVV8,634$365 12/31/2023
Crabel Capital Management LLC8,484$359 12/31/2023
     FDVV8,484$359 12/31/2023
Flagship Harbor Advisors LLC7,688$348 03/31/2024
     FDVV7,688$348 03/31/2024
Belvedere Trading LLC $342 12/31/2023
     Call8,100$342 12/31/2023
KFG Wealth Management LLC7,252$329 03/31/2024
     FDVV7,252$329 03/31/2024
Spire Wealth Management7,175$325 03/31/2024
     FDVV7,175$325 03/31/2024
Advisor OS LLC7,504$317 12/31/2023
     FDVV7,504$317 12/31/2023
Ameritas Advisory Services LLC7,250$313 12/31/2023
     FDVV7,250$313 12/31/2023
Widmann Financial Services Inc.7,104$300 12/31/2023
     FDVV7,104$300 12/31/2023
Sunbelt Securities Inc.6,594$299 03/31/2024
     FDVV6,594$299 03/31/2024
Centurion Wealth Management LLC6,926$293 12/31/2023
     FDVV6,926$293 12/31/2023
Global Retirement Partners LLC6,444$292 03/31/2024
     FDVV6,444$292 03/31/2024
Tranquility Partners LLC6,893$291 12/31/2023
     FDVV6,893$291 12/31/2023
Mission Wealth Management LP6,811$288 12/31/2023
     FDVV6,811$288 12/31/2023
Pathstone Holdings LLC6,465$273 12/31/2023
     FDVV6,465$273 12/31/2023
David J Yvars Group5,915$267 03/31/2024
     FDVV5,915$267 03/31/2024
TruWealth Advisors LLC5,857$265 03/31/2024
     FDVV5,857$265 03/31/2024
Millennium Management LLC6,225$263 12/31/2023
     FDVV6,225$263 12/31/2023
Smithfield Trust Co.6,200$262 12/31/2023
     FDVV6,200$262 12/31/2023
Atlas Brown Inc.5,768$261 03/31/2024
     FDVV5,768$261 03/31/2024
Family Asset Management LLC6,155$260 12/31/2023
     FDVV6,155$260 12/31/2023
Newbridge Financial Services Group Inc.5,716$259 03/31/2024
     FDVV5,716$259 03/31/2024
Cornerstone Wealth Management LLC5,564$252 03/31/2024
     FDVV5,564$252 03/31/2024
Aspect Partners LLC5,840$247 12/31/2023
     FDVV5,840$247 12/31/2023
Harbour Investments Inc.5,726$242 12/31/2023
     FDVV5,726$242 12/31/2023
Shared Vision Wealth Group LLC5,700$241 12/31/2023
     FDVV5,700$241 12/31/2023
New England Private Wealth Advisors LLC5,595$237 12/31/2023
     FDVV5,595$237 12/31/2023
Schmidt P J Investment Management Inc.5,490$236 12/31/2023
     FDVV5,490$236 12/31/2023
Orion Portfolio Solutions LLC5,314$226 12/31/2023
     FDVV5,314$226 12/31/2023
Kingswood Wealth Advisors LLC4,974$225 03/31/2024
     FDVV4,974$225 03/31/2024
Nations Financial Group Inc. IA ADV4,810$218 03/31/2024
     FDVV4,810$218 03/31/2024
RSM US Wealth Management LLC5,029$213 12/31/2023
     FDVV5,029$213 12/31/2023
Southern Capital Advisors LLC5,000$211 12/31/2023
     FDVV5,000$211 12/31/2023
FSB Premier Wealth Management Inc.4,796$203 12/31/2023
     FDVV4,796$203 12/31/2023
Anchor Investment Management LLC4,187$177 12/31/2023
     FDVV4,187$177 12/31/2023
SRS Capital Advisors Inc.3,896$165 12/31/2023
     FDVV3,896$165 12/31/2023
Householder Group Estate & Retirement Specialist LLC3,773$159 12/31/2023
     FDVV3,773$159 12/31/2023
Bank of Montreal Can3,700$157 12/31/2023
     FDVV3,700$157 12/31/2023
Valley National Advisers Inc.3,042$137 03/31/2024
     FDVV3,042$137 03/31/2024
Comerica Bank3,177$134 12/31/2023
     FDVV3,177$134 12/31/2023
Clearstead Advisors LLC2,627$111 12/31/2023
     FDVV2,627$111 12/31/2023
Armstrong Advisory Group Inc.2,334$99 03/31/2024
     FDVV2,334$99 03/31/2024
ICA Group Wealth Management LLC2,030$86 12/31/2023
     FDVV2,030$86 12/31/2023
Bank of New Hampshire1,683$76 03/31/2024
     FDVV1,683$76 03/31/2024
Citigroup Inc.800$34 12/31/2023
     FDVV800$34 12/31/2023
Geneos Wealth Management Inc.694$29 12/31/2023
     FDVV694$29 12/31/2023
Tower Research Capital LLC TRC 641$27 12/31/2023
     FDVV641$27 12/31/2023
Signaturefd LLC613$26 12/31/2023
     FDVV613$26 12/31/2023
UBS Group AG504$21 12/31/2023
     FDVV504$21 12/31/2023
CWM LLC380$17 03/31/2024
     FDVV380$17 03/31/2024
Chilton Capital Management LLC409$17 12/31/2023
     FDVV409$17 12/31/2023
Beaird Harris Wealth Management LLC332$14 12/31/2023
     FDVV332$14 12/31/2023
Venturi Wealth Management LLC285$13 03/31/2024
     FDVV285$13 03/31/2024
Providence Capital Advisors LLC297$13 12/31/2023
     FDVV297$13 12/31/2023
Sandy Spring Bank292$12 12/31/2023
     FDVV292$12 12/31/2023
Pin Oak Investment Advisors Inc.249$11 12/31/2023
     FDVV249$11 12/31/2023
Strategic Investment Solutions Inc. IL200$8 12/31/2023
     FDVV200$8 12/31/2023
Key Financial Inc135$6 12/31/2023
     FDVV135$6 12/31/2023
Spectrum Wealth Counsel LLC135$6 12/31/2023
     FDVV135$6 12/31/2023
The PNC Financial Services Group Inc.111$5 12/31/2023
     FDVV111$5 12/31/2023
Live Oak Investment Partners124$5 12/31/2023
     FDVV124$5 12/31/2023
Tortoise Investment Management LLC100$4 12/31/2023
     FDVV100$4 12/31/2023
Larson Financial Group LLC62$3 12/31/2023
     FDVV62$3 12/31/2023
Sound Income Strategies LLC47$2 03/31/2024
     FDVV47$2 03/31/2024
Lindbrook Capital LLC50$2 03/31/2024
     FDVV50$2 03/31/2024
Caldwell Sutter Capital Inc.12$1 03/31/2024
     FDVV12$1 03/31/2024
Life Planning Partners Inc30$1 12/31/2023
     FDVV30$1 12/31/2023

See Summary: Institutional Holders of FDVV
See Details: Top 10 Hedge Funds Holding FDVV
Also See: FDVV Holdings Changes

FDVV — Current Quote
Quotes delayed 20 minutes

Email EnvelopeFree FDVV Email Alerts:
Get Dividend Alerts
Get SEC Filing Alerts

FDVV — Performance

Funds Holding FDVV | www.HoldingsChannel.com

Copyright © 2013 - 2024, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.