Institutional Ownership
First Tr Exchange-Traded Fd
CUSIP 33738D788CORE INVESTMENTFTCBQ1 2026
13D / 13G Filings
5
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
18.6%
Max % of class reported
Institutional Holders
190
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
5 filings · latest Jan 14, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jan 14, 2026 | First Trust Portfolios L.P. | 13G/A | 18.6% | 15.11M | SEC |
| 2 | Oct 17, 2025 | First Trust Portfolios L.P. | 13G/A | 15.4% | 10.51M | SEC |
| 3 | Jul 23, 2025 | First Trust Portfolios L.P. | 13G/A | 12.7% | 6.90M | SEC |
| 4 | Apr 7, 2025 | First Trust Portfolios L.P. | 13G/A | 10.5% | 3.81M | SEC |
| 5 | Jan 31, 2025 | First Trust Portfolios L.P. | 13G | 7.8% | 546.6K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Lpl Financial LLC | 15.06M | $315.70M |
| 2 | Morgan Stanley | 6.97M | $146.19M |
| 3 | Envestnet Asset Management Inc | 5.13M | $107.59M |
| 4 | Lvz, Inc. | 3.24M | $67.92M |
| 5 | Harbour Investments, Inc. | 2.77M | $58.15M |
| 6 | Cetera Investment Advisers | 2.75M | $57.66M |
| 7 | Stifel Financial Corp | 2.44M | $51.07M |
| 8 | Stephens Inc /Ar/ | 2.00M | $41.91M |
| 9 | Bouchey Financial Group Ltd | 1.89M | $39.77M |
| 10 | Kestra Advisory Services, LLC | 1.66M | $34.80M |