Institutional Ownership
First Tr Exchng Traded Fd Vi
CUSIP 33740F672FT VEST UQ EQTDOCTQ1 2026
Institutional Holders
110
13F filers
Shares Held
4.03M
Aggregate institutional
Institutional Value
$151.47M
Q1 2026
Net New Holders
-1
8 new · 9 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions8
Increased19
Decreased46
Sold out9
Institutional Holders
110 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Oppenheimer & Co Inc | 398.3K | $17.30M | +1.9K | Added |
| 2 | Reap Financial Group, LLC | 220.5K | $9.58M | −42.3K | Reduced |
| 3 | Envestnet Asset Management Inc | 149.8K | $6.50M | +35.4K | Added |
| 4 | Mutual Advisors, LLC | 144.3K | $6.27M | −2.9K | Reduced |
| 5 | Per Stirling Capital Management, LLC. | 136.1K | $5.91M | +2.2K | Added |
| 6 | Lcnb Corp | 127.1K | $5.52M | +2.9K | Added |
| 7 | Osaic Holdings, Inc. | 123.6K | $5.37M | −32.5K | Reduced |
| 8 | Sequent Planning LLC | 117.0K | $5.08M | −5.2K | Reduced |
| 9 | Winnow Wealth LLC | 113.3K | $4.92M | −8.7K | Reduced |
| 10 | Commonwealth Equity Services, LLC | 109.5K | $4.75M | −3.5K | Reduced |
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