Institutional Ownership
First Tr Exchange-Traded Fd
CUSIP 33739Q200FST LOW OPPT EFTLMBSQ1 2026
13D / 13G Filings
5
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
7.0%
Max % of class reported
Institutional Holders
439
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
5 filings · latest Jan 12, 2024
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jan 12, 2024 | First Trust Portfolios LP | 13G/A | 6.5% | 5.22M | SEC |
| 2 | Jan 18, 2023 | First Trust Portfolios LP | 13G/A | 6.9% | 6.77M | SEC |
| 3 | Jan 28, 2022 | First Trust Portfolios LP | 13G/A | 7.0% | 8.75M | SEC |
| 4 | Jan 13, 2021 | First Trust Portfolios LP | 13G/A | 6.0% | 7.61M | SEC |
| 5 | Jan 24, 2020 | First Trust Portfolios LP | 13G/A | 6.7% | 5.15M | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Morgan Stanley | 15.35M | $764.72M |
| 2 | Lpl Financial LLC | 12.34M | $614.50M |
| 3 | Wells Fargo & Company/Mn | 5.78M | $288.05M |
| 4 | Ubs Group AG | 4.74M | $235.91M |
| 5 | Raymond James Financial Inc | 4.11M | $204.55M |
| 6 | Royal Bank Of Canada | 3.24M | $161.53M |
| 7 | Cetera Investment Advisers | 2.55M | $127.10M |
| 8 | Bank Of America Corp /De/ | 2.00M | $99.70M |
| 9 | Hightower Advisors, LLC | 1.87M | $93.18M |
| 10 | First Trust Advisors LP | 1.52M | $75.76M |