Institutional Ownership
First Tr Exchng Traded Fd Vi
CUSIP 33740U497FT VEST US EQUITDECMQ1 2026
13D / 13G Filings
1
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
6.5%
Max % of class reported
Institutional Holders
37
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
1 filings · latest Jan 30, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jan 30, 2026 | First Trust Portfolios L.P. | 13G | 6.5% | 79.2K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Precedent Wealth Partners, LLC | 541.6K | $17.69M |
| 2 | Capasso Planning Partners LLC | 74.4K | $2.43M |
| 3 | Kestra Advisory Services, LLC | 60.3K | $1.97M |
| 4 | Commonwealth Equity Services, LLC | 58.0K | $1.90M |
| 5 | Envestnet Asset Management Inc | 34.0K | $1.11M |
| 6 | Mariner, LLC | 29.8K | $974.0K |
| 7 | Atria Investments, Inc | 29.8K | $974.0K |
| 8 | Madrona Financial Services, LLC | 26.2K | $854.5K |
| 9 | Clear Creek Financial Management, LLC | 24.1K | $785.7K |
| 10 | Hbw Advisory Services LLC | 17.0K | $555.0K |