Institutional Ownership
First Tr Exchange-Traded Fd
CUSIP 33738D770STRUCTURED CR INSCIOQ1 2026
13D / 13G Filings
5
Schedule 13D/13G on record
Beneficial Filers
3
Distinct reporting persons
Largest Stake
25.3%
Max % of class reported
Institutional Holders
81
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
5 filings · latest Feb 10, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Feb 10, 2026 | Strategic Planning Group, LLC | 13G/A | 14.2% | 788.8K | SEC |
| 2 | Dec 10, 2025 | Strategic Planning Group, LLC | 13G | 25.3% | 733.9K | SEC |
| 3 | Nov 3, 2025 | Foundations Investment Advisors, LLC | 13G | 6.7% | 194.9K | SEC |
| 4 | Oct 31, 2025 | First Trust Portfolios L.P. | 13G/A | 1.8% | 46.6K | SEC |
| 5 | Apr 23, 2025 | First Trust Portfolios L.P. | 13G | 5.4% | 27.0K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Strategic Planning Group, LLC | 2.39M | $49.30M |
| 2 | Morgan Stanley | 1.24M | $25.65M |
| 3 | Lpl Financial LLC | 925.3K | $19.10M |
| 4 | Ferguson Shapiro LLC | 837.9K | $17.29M |
| 5 | Kestra Advisory Services, LLC | 568.2K | $11.73M |
| 6 | First Heartland Consultants, Inc. | 513.9K | $10.61M |
| 7 | Legacy Capital Wealth Management, LLC | 461.1K | $9.52M |
| 8 | Capital Investment Counsel, LLC | 455.2K | $9.40M |
| 9 | Royal Bank Of Canada | 387.9K | $8.01M |
| 10 | Commonwealth Equity Services, LLC | 365.1K | $7.54M |