Institutional Ownership
First Tr Exchng Traded Fd Vi
CUSIP 33740U695FT VEST U.S EQTGOCTQ1 2026
13D / 13G Filings
9
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
32.9%
Max % of class reported
Institutional Holders
105
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
9 filings · latest Nov 6, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Nov 6, 2025 | First Trust Portfolios L.P. | 13G/A | 19.7% | 1.56M | SEC |
| 2 | Oct 7, 2025 | First Trust Portfolios L.P. | 13G/A | 26.6% | 1.47M | SEC |
| 3 | Jul 23, 2025 | First Trust Portfolios L.P. | 13G/A | 20.0% | 1.24M | SEC |
| 4 | Apr 7, 2025 | First Trust Portfolios L.P. | 13G/A | 18.3% | 1.05M | SEC |
| 5 | Nov 7, 2024 | First Trust Portfolios LP | 13G/A | 12.9% | 615.2K | SEC |
| 6 | Oct 7, 2024 | First Trust Portfolios LP | 13G/A | 27.3% | 552.7K | SEC |
| 7 | Aug 7, 2024 | First Trust Portfolios LP | 13G/A | 32.9% | 903.3K | SEC |
| 8 | Jul 19, 2024 | First Trust Portfolios LP | 13G/A | 25.9% | 736.9K | SEC |
| 9 | Apr 8, 2024 | First Trust Portfolios LP | 13G | 22.8% | 682.9K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Hfg Wealth Management, LLC | 552.7K | $21.35M |
| 2 | Bouchey Financial Group Ltd | 449.6K | $17.79M |
| 3 | Raymond James Financial Inc | 320.0K | $12.36M |
| 4 | Sequent Planning LLC | 226.7K | $8.76M |
| 5 | Kestra Advisory Services, LLC | 185.8K | $7.18M |
| 6 | Cetera Investment Advisers | 156.1K | $6.03M |
| 7 | Envestnet Asset Management Inc | 151.3K | $5.85M |
| 8 | Commonwealth Equity Services, LLC | 145.3K | $5.61M |
| 9 | Advisory Services Network, LLC | 128.1K | $4.95M |
| 10 | Osaic Holdings, Inc. | 110.5K | $4.27M |