Institutional Ownership
First Tr Exchng Traded Fd Vi
CUSIP 33744U105FT VEST LADDEREDBUFHQ1 2026
Institutional Holders
18
13F filers
Shares Held
1.23M
Aggregate institutional
Institutional Value
$25.17M
Q1 2026
Net New Holders
+6
8 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions8
Increased7
Decreased1
Sold out2
Institutional Holders
18 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Macro Advisors, Inc. | 425.1K | $8.85M | +425.1K | First Filing |
| 2 | Precedent Wealth Partners, LLC | 335.5K | $6.98M | +322.0K | Added |
| 3 | Western Wealth Management, LLC | 99.6K | $2.07M | +99.6K | New |
| 4 | Kingsview Wealth Management, LLC | 62.5K | $1.30M | +1.8K | Added |
| 5 | Wealth Enhancement Advisory Services, LLC | 54.7K | $1.14M | +27.6K | Added |
| 6 | Susquehanna International Group, LLP | 45.8K | $953.0K | +45.8K | New |
| 7 | Pallas Capital Advisors LLC | 43.7K | $909.6K | −100.1K | Reduced |
| 8 | Claro Advisors Inc. | 32.5K | $677.5K | +6.5K | Added |
| 9 | Encompass More Asset Management | 32.5K | $676.1K | +32.5K | New |
| 10 | Mariner, LLC | 24.1K | $501.8K | +3.8K | Added |
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