Institutional Ownership
First Tr Exchng Traded Fd Vi
CUSIP 33740U885FT VEST US EQTFAPRQ1 2026
Institutional Holders
121
13F filers
Shares Held
3.83M
Aggregate institutional
Institutional Value
$162.16M
Q1 2026
Net New Holders
-5
7 new · 12 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions7
Increased19
Decreased57
Sold out12
Institutional Holders
121 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Assetmark, Inc | 316.8K | $14.23M | +27.5K | Added |
| 2 | Mml Investors Services, LLC | 249.1K | $11.19M | −38.0K | Reduced |
| 3 | Raymond James Financial Inc | 222.6K | $10.00M | −14.5K | Reduced |
| 4 | Cetera Investment Advisers | 215.9K | $9.70M | −69.9K | Reduced |
| 5 | Envestnet Asset Management Inc | 183.6K | $8.25M | −94.0K | Reduced |
| 6 | Commonwealth Equity Services, LLC | 170.8K | $7.67M | −3.4K | Reduced |
| 7 | Reap Financial Group, LLC | 153.3K | $6.88M | −1.8K | Reduced |
| 8 | Lpl Financial LLC | 153.2K | $6.88M | +1.5K | Added |
| 9 | Valtinson Bruner Financial Planning LLC | 149.7K | $6.72M | −4.7K | Reduced |
| 10 | Rockefeller Capital Management L.P. | 126.8K | $5.69M | +7.2K | Added |
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