Institutional Ownership
First Tr Exchng Traded Fd Vi
CUSIP 33740F466FT VEST U.SSMAYQ1 2026
13D / 13G Filings
9
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
40.1%
Max % of class reported
Institutional Holders
57
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
9 filings · latest Mar 6, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Mar 6, 2026 | First Trust Portfolios L.P. | 13G/A | 40.1% | 1.28M | SEC |
| 2 | Jan 7, 2026 | First Trust Portfolios L.P. | 13G/A | 32.6% | 1.16M | SEC |
| 3 | Oct 22, 2025 | First Trust Portfolios L.P. | 13G/A | 26.6% | 1.04M | SEC |
| 4 | Jul 7, 2025 | First Trust Portfolios L.P. | 13G/A | 22.9% | 928.4K | SEC |
| 5 | Apr 21, 2025 | First Trust Portfolios L.P. | 13G/A | 28.9% | 938.6K | SEC |
| 6 | Mar 7, 2025 | First Trust Portfolios L.P. | 13G/A | 24.4% | 731.7K | SEC |
| 7 | Jan 17, 2025 | First Trust Portfolios L.P. | 13G/A | 18.5% | 537.3K | SEC |
| 8 | Dec 6, 2024 | First Trust Portfolios LP | 13G/A | 14.0% | 406.1K | SEC |
| 9 | Oct 18, 2024 | First Trust Portfolios LP | 13G | 5.2% | 160.8K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Mgo One Seven LLC | 114.9K | $3.02M |
| 2 | Cetera Investment Advisers | 100.0K | $2.63M |
| 3 | Lionshead Wealth Management, LLC | 81.2K | $2.14M |
| 4 | Lpl Financial LLC | 69.9K | $1.84M |
| 5 | Osaic Holdings, Inc. | 64.0K | $1.68M |
| 6 | Smart Wealth LLC | 62.0K | $1.63M |
| 7 | Envestnet Asset Management Inc | 44.0K | $1.16M |
| 8 | Commonwealth Equity Services, LLC | 40.3K | $1.06M |
| 9 | Bfi Wealth Solutions, LLC | 39.4K | $1.04M |
| 10 | Kestra Advisory Services, LLC | 36.1K | $950.2K |