Institutional Ownership
First Tr Exchng Traded Fd Vi
CUSIP 33740U455FT VEST US EQUITJANMQ1 2026
13D / 13G Filings
1
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
10.5%
Max % of class reported
Institutional Holders
26
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
1 filings · latest Jan 7, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jan 7, 2026 | First Trust Portfolios L.P. | 13G | 10.5% | 78.9K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Apollon Wealth Management, LLC | 78.3K | $2.57M |
| 2 | Maia Wealth LLC | 74.8K | $2.45M |
| 3 | Old Mission Capital LLC | 39.3K | $1.29M |
| 4 | Commonwealth Equity Services, LLC | 38.2K | $1.25M |
| 5 | Cetera Investment Advisers | 23.7K | $778.3K |
| 6 | Capasso Planning Partners LLC | 21.6K | $709.1K |
| 7 | Citadel Advisors LLC | 20.1K | $660.5K |
| 8 | Kestra Advisory Services, LLC | 14.3K | $468.6K |
| 9 | Legacy Capital Wealth Partners, LLC | 12.6K | $413.9K |
| 10 | Cwm, LLC | 8.7K | $284.1K |