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Stocks / First Tr Exchange Traded Fd
Institutional Ownership

First Tr Exchange Traded Fd

CUSIP 33738R852NASDQ FOD BVRGFTXGQ1 2026

13D / 13G Filings
4
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
74.5%
Max % of class reported
Institutional Holders
25
13F filers (latest quarter)

Beneficial Owners — Schedule 13D / 13G

4 filings · latest Jan 5, 2024

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#FiledReporting PersonForm% of ClassSharesFiling
1Jan 5, 2024First Trust Portfolios LP13G/A0.2%7.2KSEC
2Feb 3, 2023First Trust Portfolios LP13G/A67.8%23.93MSEC
3Sep 9, 2022First Trust Portfolios LP13G/A67.9%22.69MSEC
4May 6, 2022First Trust Portfolios LP13G74.5%22.12MSEC

Top Institutional Holders (13F)

Largest reported positions · latest quarter

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#FundSharesValue
1Journey Advisory Group, LLC116.4K$2.58M
2Clear Point Advisors Inc.29.0K$1.44M
3Iht Wealth Management, LLC58.5K$1.29M
4Raymond James Financial Inc32.0K$708.8K
5Wakefield Asset Management Lllp32.0K$708.3K
6Goldman Sachs Group Inc27.3K$604.2K
7Royal Bank Of Canada19.0K$421.0K
8Stifel Financial Corp13.9K$308.7K
9Wealth Enhancement Advisory Services, LLC13.8K$306.4K
10Fulcrum Equity Management11.4K$252.7K