Institutional Ownership
First Tr Exchng Traded Fd Vi
CUSIP 33740F375FT VEST U.S. EQUXISEQ1 2026
13D / 13G Filings
4
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
38.3%
Max % of class reported
Institutional Holders
43
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
4 filings · latest Oct 6, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Oct 6, 2025 | Foundations Investment Advisors, LLC | 13G/A | 27.0% | 533.6K | SEC |
| 2 | Jul 28, 2025 | Foundations Investment Advisors, LLC | 13G/A | 38.3% | 737.1K | SEC |
| 3 | Apr 29, 2025 | Foundations Investment Advisors, LLC | 13G/A | 35.7% | 784.7K | SEC |
| 4 | Dec 6, 2024 | Foundations Investment Advisors, LLC | 13G | 31.0% | 835.9K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Triad Wealth Partners, LLC | 146.3K | $4.38M |
| 2 | Advisory Resource Group | 139.8K | $4.19M |
| 3 | Stephens Inc /Ar/ | 105.3K | $3.15M |
| 4 | Advisory Services Network, LLC | 62.2K | $1.86M |
| 5 | Cetera Investment Advisers | 48.5K | $1.45M |
| 6 | Mariner, LLC | 37.4K | $1.12M |
| 7 | Kestra Advisory Services, LLC | 35.4K | $1.06M |
| 8 | Susquehanna International Group, LLP | 29.5K | $884.3K |
| 9 | Old Mission Capital LLC | 23.3K | $697.2K |
| 10 | Accel Wealth Management | 21.5K | $643.5K |