Institutional Ownership
First Tr Exchng Traded Fd Vi
CUSIP 33740F243VEST LADDERED SMBUFSQ1 2026
Institutional Holders
50
13F filers
Shares Held
4.93M
Aggregate institutional
Institutional Value
$82.89M
Q1 2026
Net New Holders
+11
14 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions14
Increased25
Decreased10
Sold out3
Institutional Holders
50 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 851.3K | $19.63M | +779.7K | Added |
| 2 | Centennial Wealth Advisory LLC | 408.2K | $9.41M | +21.3K | Added |
| 3 | Geneos Wealth Management Inc. | 333.9K | $7.70M | −80.2K | Reduced |
| 4 | Raymond James Financial Inc | 328.5K | $7.57M | +13.9K | Added |
| 5 | Cetera Investment Advisers | 282.9K | $6.52M | +51.6K | Added |
| 6 | Osaic Holdings, Inc. | 175.2K | $4.04M | +158.2K | Added |
| 7 | Advisory Services Network, LLC | 158.8K | $3.66M | +135.8K | Added |
| 8 | Assuredpartners Investment Advisors, LLC | 75.8K | $1.77M | −3.7K | Reduced |
| 9 | Susquehanna International Group, LLP | 76.4K | $1.76M | +38.7K | Added |
| 10 | Mml Investors Services, LLC | 67.3K | $1.55M | +67.3K | New |
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