Institutional Ownership
First Tr Exchng Traded Fd Vi
CUSIP 33740F441FT VEST U.S EQTGMAYQ1 2026
13D / 13G Filings
6
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
22.3%
Max % of class reported
Institutional Holders
96
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
6 filings · latest Jan 20, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jan 20, 2026 | First Trust Portfolios L.P. | 13G/A | 22.3% | 1.64M | SEC |
| 2 | Oct 17, 2025 | First Trust Portfolios L.P. | 13G/A | 18.4% | 1.39M | SEC |
| 3 | Jul 23, 2025 | First Trust Portfolios L.P. | 13G/A | 14.2% | 1.16M | SEC |
| 4 | Apr 7, 2025 | First Trust Portfolios L.P. | 13G/A | 17.6% | 992.3K | SEC |
| 5 | Jan 7, 2025 | First Trust Portfolios L.P. | 13G/A | 11.4% | 736.4K | SEC |
| 6 | Oct 25, 2024 | First Trust Portfolios LP | 13G | 7.3% | 533.3K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Raymond James Financial Inc | 242.5K | $9.96M |
| 2 | Cetera Investment Advisers | 221.6K | $9.10M |
| 3 | Osaic Holdings, Inc. | 221.2K | $9.08M |
| 4 | Americana Partners, LLC | 208.7K | $8.57M |
| 5 | Kestra Advisory Services, LLC | 201.1K | $8.26M |
| 6 | Lpl Financial LLC | 184.8K | $7.59M |
| 7 | Commonwealth Equity Services, LLC | 183.9K | $7.55M |
| 8 | Milestone Asset Management, LLC | 144.2K | $5.92M |
| 9 | Toptier Wealth Management, LLC | 59.7K | $2.45M |
| 10 | City Holding Co | 50.5K | $2.07M |