Institutional Ownership
First Tr Exchng Traded Fd Vi
CUSIP 33740U661FT VEST US EQTGJULQ1 2026
13D / 13G Filings
6
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
16.1%
Max % of class reported
Institutional Holders
126
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
6 filings · latest Jan 7, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jan 7, 2026 | First Trust Portfolios L.P. | 13G/A | 16.1% | 1.63M | SEC |
| 2 | Nov 6, 2025 | First Trust Portfolios L.P. | 13G/A | 10.6% | 1.47M | SEC |
| 3 | Sep 8, 2025 | First Trust Portfolios L.P. | 13G/A | 9.0% | 1.36M | SEC |
| 4 | Jul 23, 2025 | First Trust Portfolios L.P. | 13G/A | 14.7% | 1.18M | SEC |
| 5 | Mar 7, 2025 | First Trust Portfolios L.P. | 13G/A | 12.4% | 951.0K | SEC |
| 6 | Oct 18, 2024 | First Trust Portfolios LP | 13G | 5.4% | 537.4K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Raymond James Financial Inc | 1.06M | $43.08M |
| 2 | Osaic Holdings, Inc. | 556.4K | $22.69M |
| 3 | Commonwealth Equity Services, LLC | 378.0K | $15.41M |
| 4 | Envestnet Asset Management Inc | 308.9K | $12.60M |
| 5 | Lpl Financial LLC | 259.9K | $10.60M |
| 6 | Cetera Investment Advisers | 236.3K | $9.63M |
| 7 | Kestra Advisory Services, LLC | 191.2K | $7.79M |
| 8 | Truist Financial Corp | 185.9K | $7.58M |
| 9 | Integrated Wealth Concepts LLC | 166.2K | $6.78M |
| 10 | Dagco, Inc. | 157.4K | $6.42M |