Institutional Ownership
First Tr Exchng Traded Fd Vi
CUSIP 33740U653FT VEST US EQTGAUGQ1 2026
13D / 13G Filings
9
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
22.2%
Max % of class reported
Institutional Holders
104
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
9 filings · latest Jan 20, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jan 20, 2026 | First Trust Portfolios L.P. | 13G/A | 22.2% | 1.72M | SEC |
| 2 | Mar 7, 2025 | First Trust Portfolios L.P. | 13G/A | 18.5% | 988.9K | SEC |
| 3 | Jan 17, 2025 | First Trust Portfolios L.P. | 13G/A | 13.2% | 770.0K | SEC |
| 4 | Dec 6, 2024 | First Trust Portfolios LP | 13G/A | 11.3% | 682.3K | SEC |
| 5 | Oct 11, 2024 | First Trust Portfolios LP | 13G/A | 9.1% | 556.8K | SEC |
| 6 | Sep 9, 2024 | First Trust Portfolios LP | 13G/A | 10.9% | 556.8K | SEC |
| 7 | Aug 7, 2024 | First Trust Portfolios LP | 13G/A | 17.9% | 447.6K | SEC |
| 8 | Jul 8, 2024 | First Trust Portfolios LP | 13G/A | 11.6% | 292.8K | SEC |
| 9 | Apr 8, 2024 | First Trust Portfolios LP | 13G | 18.9% | 622.1K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Arax Advisory Partners | 789.9K | $30.57M |
| 2 | Raymond James Financial Inc | 289.7K | $11.21M |
| 3 | Commonwealth Equity Services, LLC | 288.8K | $11.18M |
| 4 | Kestra Advisory Services, LLC | 236.0K | $9.14M |
| 5 | Americana Partners, LLC | 157.6K | $6.10M |
| 6 | Milestone Asset Management, LLC | 144.3K | $5.59M |
| 7 | Osaic Holdings, Inc. | 123.4K | $4.77M |
| 8 | Lpl Financial LLC | 112.1K | $4.34M |
| 9 | Horizon Investments, LLC | 79.8K | $3.09M |
| 10 | Mai Capital Management | 79.5K | $3.08M |