CUSIP 33740F250VEST US EQUITY EXMAYQ4 2025
5 filings · latest Aug 1, 2025
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Kestra Advisory Services, LLC | 88.0K | $3.07M |
| 2 | Clear Creek Financial Management, LLC | 52.7K | $1.84M |
| 3 | Commonwealth Equity Services, LLC | 36.7K | $1.28M |
| 4 | Objectivity Squared, LLC | 35.0K | $1.22M |
| 5 | Osaic Holdings, Inc. | 29.2K | $1.02M |
| 6 | First Heartland Consultants, Inc. | 22.3K | $777.9K |
| 7 | Sequent Planning LLC | 18.6K | $650.0K |
| 8 | Foundations Investment Advisors, LLC | 18.1K | $630.8K |
| 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 |
| 9 |
| Lpl Financial LLC |
| 17.7K |
| $617.5K |
| 10 | Old Mission Capital LLC | 15.2K | $529.7K |