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Stocks / First Tr Exchng Traded Fd Vi
Institutional Ownership

First Tr Exchng Traded Fd Vi

CUSIP 33740F698FT VEST US EQTDJULQ1 2026

Institutional Holders
112
13F filers
Shares Held
3.94M
Aggregate institutional
Institutional Value
$147.61M
Q1 2026
Net New Holders
-3
7 new · 10 closed

Institutional Ownership Trend

Aggregate 13F value by quarter

Multi-quarter trend — upgrade to see history

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Position Activity

Q1 2026

New positions7
Increased16
Decreased56
Sold out10

Institutional Holders

112 funds hold this security · Q1 2026

#FundSharesValueΔ SharesActivity
1Raymond James Financial Inc240.8K$11.25M471Reduced
2Envestnet Asset Management Inc216.9K$10.14M+22.5KAdded
3Decker Wealth Management LLC203.4K$9.50M6.6KReduced
4Commonwealth Financial Services, LLC150.5K$7.03M+2.9KAdded
5Osaic Holdings, Inc.147.1K$6.88M5.6KReduced
6Ignite Planners, LLC142.6K$6.67M250Reduced
7Founders Financial Securities LLC137.7K$6.62M+22.5KAdded
8Truist Financial Corp140.5K$6.57M1.3KReduced
9Kestra Advisory Services, LLC125.3K$5.86M+31.1KAdded
10Ritter Daniher Financial Advisory LLC / De109.5K$5.12M10.6KReduced

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