Institutional Ownership
First Tr Exchange-Traded Fd
CUSIP 33739Q507SSI STRG ETFFCVTQ1 2026
13D / 13G Filings
9
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
19.8%
Max % of class reported
Institutional Holders
64
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
9 filings · latest Jul 21, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jul 21, 2025 | First Trust Portfolios L.P. | 13G/A | 8.2% | 187.5K | SEC |
| 2 | May 7, 2025 | First Trust Portfolios L.P. | 13G/A | 10.5% | 199.1K | SEC |
| 3 | Apr 16, 2025 | First Trust Portfolios L.P. | 13G/A | 8.9% | 204.6K | SEC |
| 4 | Jun 7, 2024 | First Trust Portfolios LP | 13G/A | 12.3% | 325.0K | SEC |
| 5 | Jan 19, 2024 | First Trust Portfolios LP | 13G/A | 19.8% | 612.9K | SEC |
| 6 | May 9, 2023 | First Trust Portfolios LP | 13G/A | 18.1% | 596.7K | SEC |
| 7 | Jan 27, 2023 | First Trust Portfolios LP | 13G/A | 11.2% | 501.8K | SEC |
| 8 | Dec 9, 2022 | First Trust Portfolios LP | 13G | 10.3% | 496.7K | SEC |
| 9 | Jan 13, 2020 | First Trust Portfolios LP | 13G | — | — | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Lpl Financial LLC | 186.6K | $8.24M |
| 2 | Concurrent Investment Advisors, LLC | 172.6K | $7.62M |
| 3 | Osaic Holdings, Inc. | 164.8K | $7.28M |
| 4 | Raymond James Financial Inc | 116.9K | $5.17M |
| 5 | Jane Street Group, LLC | 93.0K | $4.11M |
| 6 | Proactive Wealth Strategies LLC | 83.2K | $3.68M |
| 7 | Morgan Stanley | 74.8K | $3.30M |
| 8 | Private Advisory Group LLC | 71.9K | $3.18M |
| 9 | Royal Bank Of Canada | 63.1K | $2.79M |
| 10 | Independent Advisor Alliance | 51.1K | $2.26M |