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Stocks / First Tr Exchng Traded Fd Vi
Institutional Ownership

First Tr Exchng Traded Fd Vi

CUSIP 33740F326FT VEST U.SXIDEQ1 2026

13D / 13G Filings
3
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
10.0%
Max % of class reported
Institutional Holders
26
13F filers (latest quarter)

Beneficial Owners — Schedule 13D / 13G

3 filings · latest Nov 3, 2025

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#FiledReporting PersonForm% of ClassSharesFiling
1Nov 3, 2025Foundations Investment Advisors, LLC13G/A6.6%51.4KSEC
2Apr 29, 2025Foundations Investment Advisors, LLC13G/A8.7%65.5KSEC
3Jan 22, 2025Foundations Investment Advisors, LLC13G10.0%71.0KSEC

Top Institutional Holders (13F)

Largest reported positions · latest quarter

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#FundSharesValue
1Stephens Inc /Ar/104.5K$3.10M
2Harbour Investments, Inc.80.5K$2.39M
3Advisory Resource Group68.9K$2.05M
4Sequent Planning LLC67.9K$2.02M
5Accel Wealth Management47.2K$1.40M
6Triad Wealth Partners, LLC33.4K$990.1K
7Cetera Investment Advisers26.5K$787.8K
8Mariner, LLC24.7K$732.1K
9Uptick Partners, LLC24.0K$713.7K
10Kestra Advisory Services, LLC23.3K$691.8K