Institutional Ownership
First Tr Exchng Traded Fd Vi
CUSIP 33740F797ACTV FCTR SMCPAFSMQ1 2026
13D / 13G Filings
7
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
26.5%
Max % of class reported
Institutional Holders
32
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
7 filings · latest Jan 20, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jan 20, 2026 | Truist Financial Corp | 13G/A | 9.3% | 185.2K | SEC |
| 2 | Nov 7, 2025 | Truist Financial Corp | 13G/A | 12.7% | 183.9K | SEC |
| 3 | Oct 16, 2025 | Truist Financial Corp | 13G/A | 19.6% | 284.6K | SEC |
| 4 | Jul 14, 2025 | Truist Financial Corp | 13G/A | 23.1% | 276.7K | SEC |
| 5 | Apr 25, 2025 | Truist Financial Corp | 13G/A | 21.1% | 243.0K | SEC |
| 6 | Dec 5, 2024 | Truist Financial Corp | 13G/A | 19.4% | 213.9K | SEC |
| 7 | Nov 7, 2024 | Truist Financial Corp | 13G | 26.5% | 212.0K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | James J. Burns & Company, LLC | 551.2K | $18.11M |
| 2 | Cwm, LLC | 422.6K | $13.89M |
| 3 | Envestnet Asset Management Inc | 201.0K | $6.60M |
| 4 | Truist Financial Corp | 193.1K | $6.34M |
| 5 | Lpl Financial LLC | 182.4K | $5.99M |
| 6 | Jpmorgan Chase & Co | 136.2K | $4.34M |
| 7 | Cetera Investment Advisers | 84.1K | $2.76M |
| 8 | Federation Des Caisses Desjardins Du Quebec | 78.7K | $2.59M |
| 9 | Mgo One Seven LLC | 73.5K | $2.42M |
| 10 | U.S. Capital Wealth Advisors, LLC | 63.9K | $2.10M |