CUSIP 33740U711FT VEST U.S EQTGSEPQ4 2025
10 filings · latest Jan 14, 2026
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Ae Wealth Management LLC | 1.61M | $62.24M |
| 2 | Raymond James Financial Inc | 727.9K | $28.20M |
| 3 | Commonwealth Equity Services, LLC | 542.4K | $21.01M |
| 4 | Mai Capital Management | 455.4K | $17.64M |
| 5 | Osaic Holdings, Inc. | 389.1K | $15.07M |
| 6 | Kestra Advisory Services, LLC | 276.9K | $10.73M |
| 7 | Outlook Wealth Advisors, LLC | 268.3K | $10.39M |
| 8 | Cetera Investment Advisers | 209.9K | $8.13M |
| 9 |
| 4 | Sep 8, 2025 | First Trust Portfolios L.P. | 13G/A | 26.9% | 1.44M | SEC |
| 5 | Jul 23, 2025 | First Trust Portfolios L.P. | 13G/A | 21.4% | 1.24M | SEC |
| 6 | Mar 7, 2025 | First Trust Portfolios L.P. | 13G/A | 17.1% | 994.9K | SEC |
| 7 | Jan 7, 2025 | First Trust Portfolios L.P. | 13G/A | 11.4% | 774.2K | SEC |
| 8 | Oct 7, 2024 | First Trust Portfolios LP | 13G/A | 9.5% | 556.9K | SEC |
| 9 | Sep 9, 2024 | First Trust Portfolios LP | 13G/A | 26.0% | 974.6K | SEC |
| 10 | Jul 8, 2024 | First Trust Portfolios LP | 13G | 17.2% | 685.5K | SEC |
| Fsr Wealth Management Ltd. |
| 192.6K |
| $7.46M |
| 10 | Envestnet Asset Management Inc | 167.9K | $6.50M |