Institutional Ownership
First Tr Exchng Traded Fd Vi
CUSIP 33740F599FT VEST US EQTFMARQ1 2026
Institutional Holders
131
13F filers
Shares Held
4.74M
Aggregate institutional
Institutional Value
$224.38M
Q1 2026
Net New Holders
+18
25 new · 7 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions25
Increased42
Decreased39
Sold out7
Institutional Holders
131 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 613.4K | $29.75M | +372.6K | Added |
| 2 | Cetera Investment Advisers | 382.3K | $18.54M | +187.5K | Added |
| 3 | Assetmark, Inc | 289.7K | $14.05M | +18.2K | Added |
| 4 | Raymond James Financial Inc | 221.2K | $10.73M | −15.1K | Reduced |
| 5 | Commonwealth Equity Services, LLC | 208.4K | $10.10M | +76.5K | Added |
| 6 | Lpl Financial LLC | 207.4K | $10.06M | +88.6K | Added |
| 7 | Rockefeller Capital Management L.P. | 206.1K | $9.99M | +101.3K | Added |
| 8 | Atria Investments, Inc | 155.7K | $7.55M | +155.7K | New |
| 9 | Reap Financial Group, LLC | 143.1K | $6.94M | +15.6K | Added |
| 10 | Keystone Wealth Services, LLC | 107.0K | $5.19M | +107.0K | New |
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