Institutional Ownership
First Tr Exchng Traded Fd Vi
CUSIP 33740U497FT VEST US EQUITDECMQ1 2026
Institutional Holders
37
13F filers
Shares Held
1.12M
Aggregate institutional
Institutional Value
$35.64M
Q1 2026
Net New Holders
+1
4 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions4
Increased6
Decreased15
Sold out3
Institutional Holders
37 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Precedent Wealth Partners, LLC | 541.6K | $17.69M | +243.8K | Added |
| 2 | Capasso Planning Partners LLC | 74.4K | $2.43M | +74.4K | New |
| 3 | Kestra Advisory Services, LLC | 60.3K | $1.97M | −14.8K | Reduced |
| 4 | Commonwealth Equity Services, LLC | 58.0K | $1.90M | +398 | Added |
| 5 | Envestnet Asset Management Inc | 34.0K | $1.11M | −594 | Reduced |
| 6 | Mariner, LLC | 29.8K | $974.0K | −1.2K | Reduced |
| 7 | Atria Investments, Inc | 29.8K | $974.0K | −1.2K | Reduced |
| 8 | Madrona Financial Services, LLC | 26.2K | $854.5K | 0 | Held |
| 9 | Clear Creek Financial Management, LLC | 24.1K | $785.7K | +2.5K | Added |
| 10 | Hbw Advisory Services LLC | 17.0K | $555.0K | −487 | Reduced |
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