Institutional Ownership
First Tr Exchng Traded Fd Vi
CUSIP 33740F805SMITH OPPORT FXDFIXDQ1 2026
13D / 13G Filings
6
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
10.7%
Max % of class reported
Institutional Holders
318
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
6 filings · latest Oct 31, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Oct 31, 2025 | First Trust Portfolios L.P. | 13G/A | 4.4% | 3.37M | SEC |
| 2 | Jul 25, 2024 | First Trust Portfolios LP | 13G | 5.8% | 6.72M | SEC |
| 3 | Feb 2, 2022 | First Trust Portfolios LP | 13G/A | 5.0% | 4.90M | SEC |
| 4 | Jan 8, 2021 | First Trust Portfolios LP | 13G/A | 5.6% | 4.81M | SEC |
| 5 | Apr 7, 2020 | First Trust Portfolios LP | 13G/A | 10.7% | 3.28M | SEC |
| 6 | Jan 31, 2020 | First Trust Portfolios LP | 13G/A | 8.8% | 2.14M | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Morgan Stanley | 8.91M | $388.25M |
| 2 | Lpl Financial LLC | 8.09M | $352.77M |
| 3 | Wells Fargo & Company/Mn | 5.95M | $259.57M |
| 4 | Raymond James Financial Inc | 2.82M | $122.79M |
| 5 | Ameriprise Financial Inc | 2.31M | $100.82M |
| 6 | Envestnet Asset Management Inc | 2.26M | $98.57M |
| 7 | Hightower Advisors, LLC | 1.64M | $71.52M |
| 8 | Royal Bank Of Canada | 1.54M | $67.00M |
| 9 | Ubs Group AG | 1.54M | $66.94M |
| 10 | Truist Financial Corp | 1.20M | $52.31M |