Institutional Ownership
First Tr Exchng Traded Fd Vi
CUSIP 33740U356VEST US EQTY MAXMAYMQ1 2026
Institutional Holders
19
13F filers
Shares Held
148.2K
Aggregate institutional
Institutional Value
$4.75M
Q1 2026
Net New Holders
-3
2 new · 5 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions2
Increased0
Decreased6
Sold out5
Institutional Holders
19 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Concentrum Wealth Management | 34.4K | $1.11M | −14.5K | Reduced |
| 2 | Captrust Financial Advisors | 21.3K | $686.1K | 0 | Held |
| 3 | Commonwealth Equity Services, LLC | 13.7K | $440.8K | −387 | Reduced |
| 4 | Wells Fargo & Company/Mn | 11.0K | $355.1K | 0 | Held |
| 5 | Precedent Wealth Partners, LLC | 10.9K | $351.6K | −904 | Reduced |
| 6 | Eversource Wealth Advisors, LLC | 10.0K | $322.8K | 0 | Held |
| 7 | Harbour Investments, Inc. | 9.7K | $313.3K | 0 | Held |
| 8 | Old Mission Capital LLC | 8.7K | $281.2K | −14.7K | Reduced |
| 9 | U.S. Capital Wealth Advisors, LLC | 6.5K | $208.6K | 0 | Held |
| 10 | Barclays PLC | 5.0K | $161.8K | 0 | Held |
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