Institutional Ownership
First Tr Exchng Traded Fd Vi
CUSIP 33740F862FT VEST US EQTFAUGQ1 2026
Institutional Holders
168
13F filers
Shares Held
4.83M
Aggregate institutional
Institutional Value
$240.69M
Q1 2026
Net New Holders
-5
11 new · 16 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions11
Increased22
Decreased81
Sold out16
Institutional Holders
168 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 297.8K | $15.42M | −16.2K | Reduced |
| 2 | Cwm, LLC | 289.7K | $15.00M | −18.4K | Reduced |
| 3 | Assetmark, Inc | 271.1K | $14.04M | +27.2K | Added |
| 4 | Wealthcare Advisory Partners LLC | 235.0K | $12.17M | +14.9K | Added |
| 5 | Cetera Investment Advisers | 189.1K | $9.79M | −166.6K | Reduced |
| 6 | Mbl Wealth, LLC | 160.5K | $8.31M | −2.1K | Reduced |
| 7 | Osaic Holdings, Inc. | 160.0K | $8.28M | −25.4K | Reduced |
| 8 | Envestnet Asset Management Inc | 158.7K | $8.22M | −330.5K | Reduced |
| 9 | Synergy Asset Management, LLC | 136.8K | $7.09M | +75.8K | Added |
| 10 | Commonwealth Equity Services, LLC | 125.6K | $6.51M | −9.9K | Reduced |
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