Institutional Ownership
First Tr Exchng Traded Fd Vi
CUSIP 33740U760VEST BUFFEREDBUFTQ1 2026
Institutional Holders
59
13F filers
Shares Held
5.03M
Aggregate institutional
Institutional Value
$123.43M
Q1 2026
Net New Holders
-3
6 new · 9 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions6
Increased18
Decreased21
Sold out9
Institutional Holders
59 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Glen Eagle Advisors, LLC | 816.3K | $20.25M | −215.1K | Reduced |
| 2 | Centennial Wealth Advisory LLC | 660.0K | $16.38M | −7.9K | Reduced |
| 3 | Lpl Financial LLC | 561.6K | $13.93M | +182.6K | Added |
| 4 | Envestnet Asset Management Inc | 320.3K | $7.95M | −9.2K | Reduced |
| 5 | Geneos Wealth Management Inc. | 240.9K | $5.98M | +8.7K | Added |
| 6 | Cwm, LLC | 223.6K | $5.55M | −4.4K | Reduced |
| 7 | Legacy Wealth Managment, LLC/Id | 201.0K | $4.99M | +4.8K | Added |
| 8 | Cetera Investment Advisers | 180.7K | $4.48M | −8.7K | Reduced |
| 9 | Arkadios Wealth Advisors | 158.4K | $3.93M | +79.2K | Added |
| 10 | Pinnacle Financial Partners, Inc. | 143.6K | $3.56M | −10.7K | Reduced |
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