CUSIP 33740F292FT VEST US SMALLSFEBQ4 2025
8 filings · latest Jan 7, 2026
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Bfi Wealth Solutions, LLC | 145.1K | $3.41M |
| 2 | Osaic Holdings, Inc. | 111.9K | $2.63M |
| 3 | Raymond James Financial Inc | 111.2K | $2.61M |
| 4 | Diligent Investors, LLC | 86.4K | $2.03M |
| 5 | Cetera Investment Advisers | 71.6K | $1.68M |
| 6 | Envestnet Asset Management Inc | 69.7K | $1.64M |
| 7 | Truist Financial Corp | 64.1K | $1.51M |
| 8 | Commonwealth Equity Services, LLC | 49.3K | $1.16M |
| 9 |
| 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 |
| Kestra Advisory Services, LLC |
| 41.5K |
| $974.9K |
| 10 | Soa Wealth Advisors, LLC. | 41.4K | $974.1K |