Institutional Ownership
First Tr Exchng Traded Fd Vi
CUSIP 33740U687FT VEST U.S EQTGNOVQ1 2026
13D / 13G Filings
9
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
23.4%
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 | 21.6% | 1.70M | SEC |
| 2 | Oct 22, 2025 | First Trust Portfolios L.P. | 13G/A | 23.4% | 1.48M | SEC |
| 3 | Sep 8, 2025 | First Trust Portfolios L.P. | 13G/A | 21.9% | 1.45M | SEC |
| 4 | Jul 23, 2025 | First Trust Portfolios L.P. | 13G/A | 16.6% | 1.24M | SEC |
| 5 | Apr 16, 2025 | First Trust Portfolios L.P. | 13G/A | 13.4% | 1.05M | SEC |
| 6 | Feb 7, 2025 | First Trust Portfolios L.P. | 13G/A | 10.4% | 846.0K | SEC |
| 7 | Jan 17, 2025 | First Trust Portfolios L.P. | 13G/A | 9.3% | 775.8K | SEC |
| 8 | Sep 9, 2024 | First Trust Portfolios LP | 13G/A | 12.0% | 556.8K | SEC |
| 9 | Jul 25, 2024 | First Trust Portfolios LP | 13G | 6.3% | 292.4K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Raymond James Financial Inc | 1.01M | $39.25M |
| 2 | Commonwealth Equity Services, LLC | 375.5K | $14.62M |
| 3 | Cetera Investment Advisers | 340.2K | $13.25M |
| 4 | Osaic Holdings, Inc. | 285.6K | $11.12M |
| 5 | Kestra Advisory Services, LLC | 249.6K | $9.72M |
| 6 | Milestone Asset Management, LLC | 139.7K | $5.44M |
| 7 | Lpl Financial LLC | 127.6K | $4.97M |
| 8 | Envestnet Asset Management Inc | 115.3K | $4.49M |
| 9 | Pinnacle Wealth Management Group, Inc. | 94.3K | $3.67M |
| 10 | Comprehensive Financial Consultants Institutional, Inc. | 93.4K | $3.64M |