FV · Insider trading · 13F holders · Congress trades
TF (FV)
Who is buying and selling FV: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 38
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 1
FV at a glance
- No open-market insider purchases or sales of FV were filed in the last 90 days.
- 38 13F filers hold FV among their 50 largest positions, worth $290.5M combined. The biggest bets by portfolio weight are Sard Wealth Management Group, LLC (14.1%), Proactive Wealth Strategies LLC (7.4%) and HFG Advisors, Inc. (6.9%). In their latest 13Fs, 0 managers opened a new position and 4 added to one.
- Members of Congress have disclosed 1 FV trade since 2017, 0 purchases and 1 sale in the past year; the latest was Thomas J. Rooney (R-FL), selling $15K–50K on Sep 22, 2017.
- FV last closed at $75.29 on Oct 30, 2026.
FV insider trading
No open-market insider purchases or sales of FV were filed in the last 90 days.
Who owns FV? Hedge funds and superinvestors
38 13F filers hold FV among their 50 largest positions, worth $290.5M combined. The biggest bets by portfolio weight are Sard Wealth Management Group, LLC (14.1%), Proactive Wealth Strategies LLC (7.4%) and HFG Advisors, Inc. (6.9%). In their latest 13Fs, 0 managers opened a new position and 4 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Proactive Wealth Strategies LLCWealth manager | 7.4% | $45.9M | 604,871 | -0.8% shares | Q2 2026 |
| Prospera Financial Services IncWealth manager | 0.7% | $45.2M | 596,001 | -5.6% shares | Q2 2026 |
| Sard Wealth Management Group, LLCWealth manager | 14.1% | $35.2M | 479,226 | +0.1% shares | Q3 2026 |
| Madrona Financial Services, LLCWealth manager | 3.0% | $19.2M | 261,274 | +2.7% shares | Q3 2026 |
| Frederick Financial Consultants, LLCWealth manager | 6.8% | $16.3M | 222,184 | +2.5% shares | Q3 2026 |
| Strid Group, LLCWealth manager | 1.5% | $13.7M | 187,331 | -0.2% shares | Q3 2026 |
| Concentrum Wealth ManagementWealth manager | 3.2% | $13.5M | 177,615 | +1.6% shares | Q2 2026 |
| Regal Investment Advisors LLCWealth manager | 0.7% | $13.2M | 173,447 | -0.2% shares | Q2 2026 |
| HFG Advisors, Inc.Wealth manager | 6.9% | $11.0M | 144,740 | +0.7% shares | Q2 2026 |
| Fusion Capital, LLCWealth manager | 1.9% | $8.8M | 119,556 | -0.7% shares | Q3 2026 |
| Gateway Wealth Partners, LLCWealth manager | 0.5% | $7.9M | 103,673 | -51.7% shares | Q2 2026 |
| SkyOak Wealth, LLCWealth manager | 1.3% | $7.8M | 105,608 | -0.2% shares | Q3 2026 |
| Claro Advisors Inc.Wealth manager | 0.5% | $4.6M | 60,464 | -0.7% shares | Q2 2026 |
| Petix & Botte CoWealth manager | 0.8% | $4.1M | 54,454 | +116.7% shares | Q2 2026 |
| Morey & Quinn Wealth Partners, LLCWealth manager | 2.6% | $3.9M | 53,784 | +1.8% shares | Q3 2026 |
| Muirfield Wealth Advisors LLCWealth manager | 2.6% | $3.9M | 51,617 | +1.0% shares | Q2 2026 |
| TradeWell Securities, LLC.Wealth manager | 1.3% | $3.8M | 52,251 | -3.4% shares | Q3 2026 |
| Cushing Capital Partners, LLCWealth manager | 2.2% | $3.6M | 49,251 | -2.3% shares | Q3 2026 |
| Marshall Investment Management, LLCWealth manager | 1.3% | $3.0M | 40,124 | -10.7% shares | Q2 2026 |
| Lunt Capital Management, Inc.Institutional asset manager | 1.1% | $3.0M | 39,549 | -2.2% shares | Q2 2026 |
| Cottonwood Capital Advisors, LLCWealth manager | 1.6% | $2.6M | 35,251 | +0.1% shares | Q3 2026 |
| Tulsa Wealth Advisors, INCWealth manager | 0.4% | $2.6M | 33,996 | -1.3% shares | Q2 2026 |
| Qp Wealth Management, LLCWealth manager | 3.0% | $2.0M | 26,875 | -3.3% shares | Q3 2026 |
| Trueblood Wealth Management, LLCWealth manager | 0.7% | $1.9M | 26,158 | +0.6% shares | Q3 2026 |
| Forty-three Eighteen Advisors, LLCInvestment manager | 1.1% | $1.6M | 21,718 | +0.0% shares | Q2 2026 |
| Warner Group LLCWealth manager | 0.4% | $1.6M | 21,669 | +96.4% shares | Q2 2026 |
| Kiker Wealth Management, LLCWealth manager | 0.6% | $1.4M | 19,019 | -1.1% shares | Q2 2026 |
| Ballew Advisors, IncInstitutional asset manager | 0.7% | $1.3M | 17,999 | -2.3% shares | Q3 2026 |
| Richmond Investment Services, LLCWealth manager | 0.4% | $1.2M | 15,831 | -1.2% shares | Q3 2026 |
| Cascade Investment Group, Inc.Wealth manager | 0.6% | $1.1M | 15,093 | -1.4% shares | Q3 2026 |
The 30 largest of 38 positions, by value. Each manager counts with its latest 13F (Q3 2026: 19, Q2 2026: 19). Screen FV in the grand portfolio →
FV stock trades by members of Congress
Members of Congress have disclosed 1 FV trade since 2017, 0 purchases and 1 sale in the past year; the latest was Thomas J. Rooney (R-FL), selling $15K–50K on Sep 22, 2017.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Oct 14, 2017 | Thomas J. RooneyR-FL · House | Sale | $15K–50K | Sep 22, 2017 | +190.8% |
FV questions and answers
Are insiders buying FV stock?
No open-market insider purchases or sales of FV were filed in the last 90 days.
Which hedge funds own FV?
38 13F filers hold FV among their 50 largest positions, worth $290.5M combined. The biggest bets by portfolio weight are Sard Wealth Management Group, LLC (14.1%), Proactive Wealth Strategies LLC (7.4%) and HFG Advisors, Inc. (6.9%). In their latest 13Fs, 0 managers opened a new position and 4 added to one.
Has Congress traded FV?
Members of Congress have disclosed 1 FV trade since 2017, 0 purchases and 1 sale in the past year; the latest was Thomas J. Rooney (R-FL), selling $15K–50K on Sep 22, 2017.
Who is the largest holder of FV?
Among 13F filers, Proactive Wealth Strategies LLC reports the largest FV position, $45.9M (604,871 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Sard Wealth Management Group, LLC's: 14.1% of its portfolio.
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