Institutional Ownership
First Tr Exchng Traded Fd Vi
CUSIP 33740U356VEST US EQTY MAXMAYMQ1 2026
13D / 13G Filings
2
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
24.8%
Max % of class reported
Institutional Holders
19
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
2 filings · latest Mar 6, 2026
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Concentrum Wealth Management | 34.4K | $1.11M |
| 2 | Captrust Financial Advisors | 21.3K | $686.1K |
| 3 | Commonwealth Equity Services, LLC | 13.7K | $440.8K |
| 4 | Wells Fargo & Company/Mn | 11.0K | $355.1K |
| 5 | Precedent Wealth Partners, LLC | 10.9K | $351.6K |
| 6 | Eversource Wealth Advisors, LLC | 10.0K | $322.8K |
| 7 | Harbour Investments, Inc. | 9.7K | $313.3K |
| 8 | Old Mission Capital LLC | 8.7K | $281.2K |
| 9 | U.S. Capital Wealth Advisors, LLC | 6.5K | $208.6K |
| 10 | Barclays PLC | 5.0K | $161.8K |