Institutional Ownership
First Tr Exchng Traded Fd Vi
CUSIP 33740F185FT VEST US EQTRSSEQ1 2026
13D / 13G Filings
7
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
50.6%
Max % of class reported
Institutional Holders
23
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
7 filings · latest Jan 20, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jan 20, 2026 | Truist Financial Corp | 13G/A | 10.3% | 133.4K | SEC |
| 2 | Apr 25, 2025 | Truist Financial Corp | 13G/A | 13.6% | 176.9K | SEC |
| 3 | Feb 5, 2025 | Secured Retirement Advisors, LLC | 13G | 5.9% | 62.1K | SEC |
| 4 | Jan 23, 2025 | Truist Financial Corp | 13G/A | 15.4% | 161.2K | SEC |
| 5 | Dec 5, 2024 | Truist Financial Corp | 13G/A | 16.5% | 165.1K | SEC |
| 6 | Nov 7, 2024 | Truist Financial Corp | 13G/A | 25.4% | 165.3K | SEC |
| 7 | Oct 7, 2024 | Truist Financial Corp | 13G | 50.6% | 151.8K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Maltin Wealth Management, Inc. | 449.5K | $9.67M |
| 2 | Commonwealth Equity Services, LLC | 301.8K | $6.50M |
| 3 | Envestnet Asset Management Inc | 186.2K | $4.01M |
| 4 | Truist Financial Corp | 122.0K | $2.62M |
| 5 | Maia Wealth LLC | 92.7K | $2.00M |
| 6 | Noble Wealth Management Pbc | 75.4K | $1.62M |
| 7 | Cetera Investment Advisers | 64.5K | $1.39M |
| 8 | Susquehanna International Group, LLP | 53.5K | $1.15M |
| 9 | Citadel Advisors LLC | 43.1K | $927.5K |
| 10 | Secured Retirement Advisors, LLC | 32.0K | $688.1K |