Institutional Ownership
First Tr Exch Traded Fd III
CUSIP 33738D820FT VEST SMIDSDVDQ1 2026
13D / 13G Filings
9
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
53.2%
Max % of class reported
Institutional Holders
105
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
9 filings · latest Jan 23, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jan 23, 2026 | First Trust Portfolios L.P. | 13G/A | 48.4% | 16.14M | SEC |
| 2 | Oct 7, 2025 | First Trust Portfolios L.P. | 13G/A | 45.3% | 13.33M | SEC |
| 3 | Jul 7, 2025 | First Trust Portfolios L.P. | 13G/A | 40.2% | 9.88M | SEC |
| 4 | Jul 7, 2025 | Truist Financial Corp | 13G/A | 0.0% | 8.1K | SEC |
| 5 | May 7, 2025 | First Trust Portfolios L.P. | 13G/A | 34.6% | 7.38M | SEC |
| 6 | Apr 7, 2025 | First Trust Portfolios L.P. | 13G/A | 29.1% | 5.60M | SEC |
| 7 | Feb 7, 2025 | First Trust Portfolios L.P. | 13G/A | 23.3% | 3.39M | SEC |
| 8 | Jan 31, 2025 | First Trust Portfolios L.P. | 13G | 8.5% | 914.2K | SEC |
| 9 | Dec 13, 2023 | Truist Financial Corp | 13G | 53.2% | 505.1K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Lpl Financial LLC | 1.27M | $27.48M |
| 2 | Steward Partners Investment Advisory, LLC | 1.21M | $26.23M |
| 3 | Commonwealth Equity Services, LLC | 1.12M | $24.26M |
| 4 | Raymond James Financial Inc | 1.06M | $23.06M |
| 5 | Stifel Financial Corp | 889.3K | $19.30M |
| 6 | Cetera Investment Advisers | 701.3K | $15.22M |
| 7 | Stephens Inc /Ar/ | 660.6K | $14.34M |
| 8 | Royal Bank Of Canada | 593.9K | $12.89M |
| 9 | Wealthspire Retirement, LLC | 645.0K | $11.45M |
| 10 | Kestra Advisory Services, LLC | 522.5K | $11.34M |