Institutional Ownership
First Tr Exchng Traded Fd Vi
CUSIP 33740F748FT VEST US EQTFMAYQ1 2026
Institutional Holders
129
13F filers
Shares Held
4.22M
Aggregate institutional
Institutional Value
$215.18M
Q1 2026
Net New Holders
+6
11 new · 5 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions11
Increased22
Decreased62
Sold out5
Institutional Holders
129 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Focus Wealth Advisors, LLC | 480.3K | $25.36M | −16.2K | Reduced |
| 2 | Commonwealth Equity Services, LLC | 267.7K | $14.13M | −13.9K | Reduced |
| 3 | Assetmark, Inc | 266.0K | $14.05M | +24.0K | Added |
| 4 | Cetera Investment Advisers | 240.4K | $12.69M | −12.7K | Reduced |
| 5 | Rockefeller Capital Management L.P. | 210.6K | $11.12M | +46.0K | Added |
| 6 | Raymond James Financial Inc | 169.6K | $8.96M | −38.8K | Reduced |
| 7 | Keystone Wealth Services, LLC | 166.5K | $8.79M | +166.5K | New |
| 8 | Reap Financial Group, LLC | 166.3K | $8.78M | −4.2K | Reduced |
| 9 | Cwm, LLC | 149.8K | $7.91M | −6.8K | Reduced |
| 10 | Envestnet Asset Management Inc | 142.8K | $7.54M | +14.1K | Added |
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