Institutional Ownership
First Tr Exchng Traded Fd Vi
CUSIP 33740U828FT VEST INT EQ MYSEPQ1 2026
13D / 13G Filings
5
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
17.7%
Max % of class reported
Institutional Holders
66
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
5 filings · latest Mar 6, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Mar 6, 2026 | First Trust Portfolios L.P. | 13G/A | 17.7% | 830.5K | SEC |
| 2 | Oct 17, 2025 | First Trust Portfolios L.P. | 13G/A | 12.5% | 513.7K | SEC |
| 3 | Aug 7, 2025 | First Trust Portfolios L.P. | 13G/A | 10.3% | 402.7K | SEC |
| 4 | Apr 23, 2025 | First Trust Portfolios L.P. | 13G | 5.0% | 225.5K | SEC |
| 5 | Jan 8, 2025 | Brookstone Capital Management, LLC | 13G/A | 4.2% | 112.4K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Sterling Manor Financial, LLC | 342.2K | $8.95M |
| 2 | Modern Wealth Management, LLC | 217.8K | $5.75M |
| 3 | Us Bancorp \De\ | 213.9K | $5.60M |
| 4 | Commonwealth Equity Services, LLC | 198.0K | $5.18M |
| 5 | Raymond James Financial Inc | 137.4K | $3.60M |
| 6 | Cetera Investment Advisers | 113.7K | $2.98M |
| 7 | Soa Wealth Advisors, LLC. | 90.2K | $2.36M |
| 8 | Osaic Holdings, Inc. | 86.3K | $2.26M |
| 9 | Lpl Financial LLC | 74.6K | $1.95M |
| 10 | Northcrest Asset Manangement, LLC | 65.0K | $1.71M |