Institutional Ownership
First Tr Exchng Traded Fd Vi
CUSIP 33740F250VEST US EQUITY EXMAYQ1 2026
13D / 13G Filings
5
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
39.7%
Max % of class reported
Institutional Holders
17
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
5 filings · latest Aug 1, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Aug 1, 2025 | Foundations Investment Advisors, LLC | 13G/A | 3.1% | 20.2K | SEC |
| 2 | Jul 28, 2025 | Foundations Investment Advisors, LLC | 13G | 5.5% | 331.9K | SEC |
| 3 | Jul 7, 2025 | First Trust Portfolios L.P. | 13G/A | 0.4% | 2.5K | SEC |
| 4 | Feb 7, 2025 | First Trust Portfolios L.P. | 13G/A | 39.7% | 447.0K | SEC |
| 5 | Jan 7, 2025 | First Trust Portfolios L.P. | 13G | 34.4% | 447.0K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Kestra Advisory Services, LLC | 92.3K | $3.23M |
| 2 | Old Mission Capital LLC | 48.8K | $1.70M |
| 3 | Susquehanna International Group, LLP | 45.5K | $1.59M |
| 4 | First Heartland Consultants, Inc. | 19.6K | $685.6K |
| 5 | Clear Creek Financial Management, LLC | 18.8K | $658.1K |
| 6 | Commonwealth Equity Services, LLC | 18.6K | $651.0K |
| 7 | Lpl Financial LLC | 18.4K | $642.3K |
| 8 | Foundations Investment Advisors, LLC | 18.0K | $630.3K |
| 9 | Apollon Wealth Management, LLC | 13.5K | $470.3K |
| 10 | Sigma Planning Corp | 12.6K | $440.3K |