Institutional Ownership
First Tr Exchange-Traded Fd
CUSIP 33738D408FIRST TR TA HIYLHYLSQ1 2026
13D / 13G Filings
10
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
28.4%
Max % of class reported
Institutional Holders
219
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
10 filings · latest Oct 22, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Oct 22, 2025 | First Trust Portfolios L.P. | 13G/A | 28.4% | 11.48M | SEC |
| 2 | Apr 21, 2025 | First Trust Portfolios L.P. | 13G/A | 27.1% | 10.87M | SEC |
| 3 | Oct 11, 2024 | First Trust Portfolios LP | 13G/A | 24.9% | 8.92M | SEC |
| 4 | Jul 19, 2024 | First Trust Portfolios LP | 13G/A | 23.7% | 8.37M | SEC |
| 5 | Jan 19, 2024 | First Trust Portfolios LP | 13G/A | 20.8% | 7.38M | SEC |
| 6 | Feb 1, 2023 | First Trust Portfolios LP | 13G/A | 19.9% | 7.80M | SEC |
| 7 | Jan 26, 2022 | First Trust Portfolios LP | 13G/A | 17.4% | 8.30M | SEC |
| 8 | Feb 3, 2021 | First Trust Portfolios LP | 13G/A | 17.3% | 7.85M | SEC |
| 9 | Jul 10, 2020 | First Trust Portfolios LP | 13G/A | 20.9% | 7.82M | SEC |
| 10 | Feb 14, 2020 | First Trust Portfolios LP | 13G/A | 26.4% | 8.34M | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Morgan Stanley | 5.03M | $204.20M |
| 2 | Lpl Financial LLC | 3.26M | $132.43M |
| 3 | First Trust Advisors LP | 2.70M | $109.56M |
| 4 | Wells Fargo & Company/Mn | 1.60M | $64.75M |
| 5 | Ubs Group AG | 979.1K | $39.72M |
| 6 | Royal Bank Of Canada | 751.0K | $30.47M |
| 7 | Raymond James Financial Inc | 511.7K | $20.76M |
| 8 | Jane Street Group, LLC | 504.0K | $20.45M |
| 9 | &Partners | 474.3K | $19.24M |
| 10 | Kmg Fiduciary Partners, LLC | 413.3K | $16.77M |