Institutional Ownership
First Tr Exchng Traded Fd Vi
CUSIP 33740U711FT VEST U.S EQTGSEPQ1 2026
13D / 13G Filings
10
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
26.9%
Max % of class reported
Institutional Holders
119
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
10 filings · latest Jan 14, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jan 14, 2026 | First Trust Portfolios L.P. | 13G/A | 14.2% | 1.74M | SEC |
| 2 | Dec 5, 2025 | First Trust Portfolios L.P. | 13G/A | 18.3% | 2.63M | SEC |
| 3 | Oct 22, 2025 | First Trust Portfolios L.P. | 13G/A | 24.8% | 2.44M | SEC |
| 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 |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Ae Wealth Management LLC | 1.60M | $60.92M |
| 2 | Raymond James Financial Inc | 706.4K | $26.92M |
| 3 | Commonwealth Equity Services, LLC | 460.7K | $17.56M |
| 4 | Osaic Holdings, Inc. | 326.7K | $12.45M |
| 5 | Mai Capital Management | 295.8K | $11.27M |
| 6 | Kestra Advisory Services, LLC | 293.8K | $11.20M |
| 7 | Pom Investment Strategies, LLC | 234.1K | $8.92M |
| 8 | Cetera Investment Advisers | 217.6K | $8.29M |
| 9 | Wellment Financial | 191.9K | $7.31M |
| 10 | Envestnet Asset Management Inc | 168.7K | $6.43M |