Institutional Ownership
First Tr Exchng Traded Fd Vi
CUSIP 33740F888SMITH UNCONSTRAIUCONQ1 2026
13D / 13G Filings
5
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
17.4%
Max % of class reported
Institutional Holders
272
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
5 filings · latest Jan 31, 2024
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jan 31, 2024 | First Trust Portfolios LP | 13G/A | 1.9% | 1.42M | SEC |
| 2 | Jan 10, 2023 | First Trust Portfolios LP | 13G/A | 6.5% | 3.89M | SEC |
| 3 | Jul 6, 2022 | First Trust Portfolios LP | 13G/A | 11.9% | 5.85M | SEC |
| 4 | Jan 10, 2022 | First Trust Portfolios LP | 13G/A | 17.4% | 5.59M | SEC |
| 5 | Jul 8, 2021 | First Trust Portfolios LP | 13G | 12.2% | 2.07M | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Lpl Financial LLC | 12.48M | $309.01M |
| 2 | Morgan Stanley | 8.96M | $221.90M |
| 3 | Wells Fargo & Company/Mn | 6.07M | $150.42M |
| 4 | Ameriprise Financial Inc | 5.34M | $132.24M |
| 5 | Harbour Investments, Inc. | 4.12M | $102.07M |
| 6 | Royal Bank Of Canada | 4.00M | $99.17M |
| 7 | Bank Of America Corp /De/ | 3.83M | $94.96M |
| 8 | Raymond James Financial Inc | 2.83M | $70.12M |
| 9 | Envestnet Asset Management Inc | 2.46M | $60.84M |
| 10 | Hightower Advisors, LLC | 2.44M | $60.35M |