Institutional Ownership
First Tr Exchng Traded Fd Vi
CUSIP 33740F797ACTV FCTR SMCPAFSMQ1 2026
Institutional Holders
32
13F filers
Shares Held
2.32M
Aggregate institutional
Institutional Value
$75.85M
Q1 2026
Net New Holders
+2
5 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions5
Increased20
Decreased4
Sold out3
Institutional Holders
32 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | James J. Burns & Company, LLC | 551.2K | $18.11M | +25.4K | Added |
| 2 | Cwm, LLC | 422.6K | $13.89M | +86.1K | Added |
| 3 | Envestnet Asset Management Inc | 201.0K | $6.60M | +11.3K | Added |
| 4 | Truist Financial Corp | 193.1K | $6.34M | +7.9K | Added |
| 5 | Lpl Financial LLC | 182.4K | $5.99M | +64.3K | Added |
| 6 | Jpmorgan Chase & Co | 136.2K | $4.34M | +30.1K | Added |
| 7 | Cetera Investment Advisers | 84.1K | $2.76M | −4.0K | Reduced |
| 8 | Federation Des Caisses Desjardins Du Quebec | 78.7K | $2.59M | +1.5K | Added |
| 9 | Mgo One Seven LLC | 73.5K | $2.42M | +3.0K | Added |
| 10 | U.S. Capital Wealth Advisors, LLC | 63.9K | $2.10M | +63.9K | New |
22 more institutional holders on Premium
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