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Stocks / First Tr Exchng Traded Fd Vi
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

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Position Activity

Q1 2026

New positions18
Increased24
Decreased9
Sold out1

Institutional Holders

54 funds hold this security · Q1 2026

#FundSharesValueΔ SharesActivity
1Envestnet Asset Management Inc435.7K$9.75M2.0KReduced
2Rockefeller Capital Management L.P.392.0K$8.77M22.2KReduced
3Commonwealth Equity Services, LLC337.7K$7.56M205.3KReduced
4Cetera Investment Advisers224.7K$5.03M+50.4KAdded
5Advisory Services Network, LLC155.9K$3.49M+141.3KAdded
6Simplicity Wealth,LLC117.6K$2.63M+10.7KAdded
7Independent Financial Group, LLC89.5K$2.00M+89.5KNew
8Assuredpartners Investment Advisors, LLC77.2K$1.74M3.8KReduced
9Integrated Wealth Concepts LLC66.9K$1.50M+6.3KAdded
10Visionary Wealth Advisors59.0K$1.32M+59.0KNew

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