Institutional Ownership
First Tr Exchng Traded Fd Vi
CUSIP 33740F292FT VEST US SMALLSFEBQ1 2026
13D / 13G Filings
8
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
38.2%
Max % of class reported
Institutional Holders
53
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
8 filings · latest Jan 7, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jan 7, 2026 | First Trust Portfolios L.P. | 13G/A | 38.2% | 1.28M | SEC |
| 2 | Oct 7, 2025 | First Trust Portfolios L.P. | 13G/A | 33.2% | 1.16M | SEC |
| 3 | Jul 28, 2025 | First Trust Portfolios L.P. | 13G/A | 27.4% | 1.04M | SEC |
| 4 | Apr 21, 2025 | First Trust Portfolios L.P. | 13G/A | 30.4% | 1.09M | SEC |
| 5 | Feb 7, 2025 | First Trust Portfolios L.P. | 13G/A | 27.0% | 769.0K | SEC |
| 6 | Jan 7, 2025 | First Trust Portfolios L.P. | 13G/A | 21.7% | 617.3K | SEC |
| 7 | Dec 6, 2024 | First Trust Portfolios LP | 13G/A | 16.1% | 466.5K | SEC |
| 8 | Oct 25, 2024 | First Trust Portfolios LP | 13G | 5.9% | 186.5K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 142.6K | $3.39M |
| 2 | Raymond James Financial Inc | 142.6K | $3.39M |
| 3 | Bfi Wealth Solutions, LLC | 139.2K | $3.34M |
| 4 | Cetera Investment Advisers | 106.3K | $2.53M |
| 5 | Mgo One Seven LLC | 104.7K | $2.49M |
| 6 | Diligent Investors, LLC | 104.3K | $2.48M |
| 7 | Maia Wealth LLC | 102.7K | $2.44M |
| 8 | Envestnet Asset Management Inc | 90.8K | $2.16M |
| 9 | Kestra Advisory Services, LLC | 81.1K | $1.93M |
| 10 | Lpl Financial LLC | 76.5K | $1.82M |