Institutional Ownership
First Tr Exchng Traded Fd Vi
CUSIP 33740F169FT VEST LADDEREDBUFYQ1 2026
Institutional Holders
54
13F filers
Shares Held
3.38M
Aggregate institutional
Institutional Value
$61.69M
Q1 2026
Net New Holders
+17
18 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions18
Increased24
Decreased9
Sold out1
Institutional Holders
54 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 435.7K | $9.75M | −2.0K | Reduced |
| 2 | Rockefeller Capital Management L.P. | 392.0K | $8.77M | −22.2K | Reduced |
| 3 | Commonwealth Equity Services, LLC | 337.7K | $7.56M | −205.3K | Reduced |
| 4 | Cetera Investment Advisers | 224.7K | $5.03M | +50.4K | Added |
| 5 | Advisory Services Network, LLC | 155.9K | $3.49M | +141.3K | Added |
| 6 | Simplicity Wealth,LLC | 117.6K | $2.63M | +10.7K | Added |
| 7 | Independent Financial Group, LLC | 89.5K | $2.00M | +89.5K | New |
| 8 | Assuredpartners Investment Advisors, LLC | 77.2K | $1.74M | −3.8K | Reduced |
| 9 | Integrated Wealth Concepts LLC | 66.9K | $1.50M | +6.3K | Added |
| 10 | Visionary Wealth Advisors | 59.0K | $1.32M | +59.0K | New |
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