Institutional Ownership
First Tr Exchng Traded Fd Vi
CUSIP 33744U303CONFLUENCE BDCFBDCQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
14
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Lpl Financial LLC | 187.5K | $3.18M |
| 2 | Goldman Sachs Group Inc | 112.6K | $1.91M |
| 3 | Stifel Financial Corp | 83.4K | $1.42M |
| 4 | Morgan Stanley | 33.2K | $562.9K |
| 5 | Citadel Advisors LLC | 30.8K | $522.6K |
| 6 | Commonwealth Equity Services, LLC | 28.0K | $474.9K |
| 7 | Jane Street Group, LLC | 15.5K | $262.9K |
| 8 | Sym Financial Corp | 12.1K | $204.9K |
| 9 | Uhlmann Price Securities, LLC | 10.6K | $179.6K |
| 10 | Cwm, LLC | 4.4K | $73.9K |