Institutional Ownership
First Tr Exchng Traded Fd Vi
CUSIP 33740U398VEST US EQTY EQLRSMRQ1 2026
Institutional Holders
12
13F filers
Shares Held
228.5K
Aggregate institutional
Institutional Value
$4.35M
Q1 2026
Net New Holders
+5
6 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions6
Increased4
Decreased2
Sold out1
Institutional Holders
12 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Noble Wealth Management Pbc | 59.1K | $1.31M | −5.4K | Reduced |
| 2 | Envestnet Asset Management Inc | 31.1K | $688.0K | +31.1K | New |
| 3 | Kestra Advisory Services, LLC | 24.6K | $545.5K | +15.1K | Added |
| 4 | Cetera Investment Advisers | 20.0K | $443.2K | +20.0K | New |
| 5 | Old Mission Capital LLC | 19.9K | $441.0K | +9.9K | Added |
| 6 | Vestgen Advisors, LLC | 19.0K | $436.5K | +19.0K | New |
| 7 | Commonwealth Equity Services, LLC | 14.8K | $326.9K | +14.8K | New |
| 8 | Dhjj Financial Advisors, Ltd. | 4.5K | $99.3K | −56 | Reduced |
| 9 | Ubs Group AG | 1.6K | $36.1K | +164 | Added |
| 10 | Ghp Investment Advisors, Inc. | 926 | $20.5K | +926 | New |
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