Institutional Ownership
First Tr Exchng Traded Fd Vi
CUSIP 33740F433FT VEST U.S EQTGJUNQ1 2026
13D / 13G Filings
8
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
20.1%
Max % of class reported
Institutional Holders
118
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
8 filings · latest Jan 14, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jan 14, 2026 | First Trust Portfolios L.P. | 13G/A | 20.1% | 1.70M | SEC |
| 2 | Oct 17, 2025 | First Trust Portfolios L.P. | 13G/A | 16.9% | 1.44M | SEC |
| 3 | Apr 16, 2025 | First Trust Portfolios L.P. | 13G/A | 13.4% | 1.02M | SEC |
| 4 | Feb 7, 2025 | First Trust Portfolios L.P. | 13G/A | 10.5% | 821.0K | SEC |
| 5 | Jan 31, 2025 | First Trust Portfolios L.P. | 13G | 8.7% | 753.0K | SEC |
| 6 | Oct 25, 2024 | First Trust Portfolios LP | 13G/A | 3.9% | 547.0K | SEC |
| 7 | Jul 12, 2024 | First Trust Portfolios LP | 13G/A | 9.0% | 1.17M | SEC |
| 8 | Apr 8, 2024 | First Trust Portfolios LP | 13G | 10.2% | 617.9K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Cetera Investment Advisers | 360.8K | $14.22M |
| 2 | Mariner, LLC | 268.6K | $10.59M |
| 3 | Atria Investments, Inc | 263.3K | $10.38M |
| 4 | Raymond James Financial Inc | 231.3K | $9.12M |
| 5 | Envestnet Asset Management Inc | 225.4K | $8.89M |
| 6 | Commonwealth Equity Services, LLC | 213.9K | $8.43M |
| 7 | First International Bank Of Israel Ltd. | 200.0K | $7.88M |
| 8 | Kestra Advisory Services, LLC | 171.9K | $6.78M |
| 9 | Lpl Financial LLC | 161.6K | $6.37M |
| 10 | Focus Partners Wealth | 147.2K | $5.80M |