FIRST TR EXCHANGE-TRADED FD LTTI
VEST 20 PLUS YEA · ETP · CUSIP 33738D721
22
institutional holders
+6 vs Q1 2026
649.1k
shares reported held*
$12.0mreported value*
6 new
9 added
3 reduced
0 sold out
net bought ≈ $4.8m (+260.4k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $18.43.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q1 2025 | 7 |
| Q2 2025 | 8 |
| Q3 2025 | 9 |
| Q4 2025 | 12 |
| Q1 2026 | 16 |
| Q2 2026 | 22 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2025 | 5 | 3 |
| Q3 2025 | 7 | 3 |
| Q4 2025 | 10 | 3 |
| Q1 2026 | 9 | 5 |
| Q2 2026 | 15 | 3 |
Biggest buyers
| Farther Finance Advisors, LLC | New | +113.1k |
| OLD MISSION CAPITAL LLC | Added | +41.9k |
| Kovack Advisors, Inc. | New | +31.1k |
| JANE STREET GROUP, LLC | Added | +26.9k |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | New | +12.7k |
| Uniting Wealth Partners, LLC | Added | +12.5k |
| CITADEL ADVISORS LLC | New | +12.0k |
| OneDigital Investment Advisors LLC | Added | +9.0k |
| CENTAURUS FINANCIAL, INC. | New | +5.8k |
| LANARK FINANCIAL, INC. | Added | +2.8k |
Biggest sellers
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -5.8k |
| Capital Investment Advisory Services, LLC | Reduced | -3.4k |
| COMMONWEALTH EQUITY SERVICES, LLC | Reduced | -2.7k |
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| Farther Finance Advisors, LLC 0.02% of their portfolio | 113.1k $2.1m | New |
| Capital Investment Advisory Services, LLC 0.07% of their portfolio | 65.5k $1.2m | Reduced -3.4k |
| Uniting Wealth Partners, LLC 0.24% of their portfolio | 63.9k $1.2m | Added +12.5k |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.05% of their portfolio | 61.7k $1.1m | Added +1.8k |
| OLD MISSION CAPITAL LLC 0.03% of their portfolio | 53.7k $990.3k | Added +41.9k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 42.3k $780.4k | Added +26.9k |
| Brookstone Capital Management 0.01% of their portfolio | 42.0k $775.7k | Added +858 |
| OneDigital Investment Advisors LLC 0.01% of their portfolio | 39.3k $724.1k | Added +9.0k |
| Kovack Advisors, Inc. 0.03% of their portfolio | 31.1k $565.4k | New |
| NewEdge Advisors, LLC 0.00% of their portfolio | 21.2k $391.7k | Unchanged |
| Maridea Wealth Management LLC 0.04% of their portfolio | 21.1k $389.6k | Added +1.5k |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio | 12.7k $231.0k | New |
| KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio | 12.5k $230.6k | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 12.5k $230.5k | Reduced -5.8k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 12.5k $230.1k | Reduced -2.7k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 12.0k $221.6k | New |
| Clear Creek Financial Management, LLC 0.01% of their portfolio | 10.1k $186.8k | Unchanged |
| CIBC WORLD MARKET INC. 0.00% of their portfolio | 10.0k $184.5k | Unchanged |
| CENTAURUS FINANCIAL, INC. 0.00% of their portfolio | 5.8k $107.0k | New |
| LANARK FINANCIAL, INC. 0.01% of their portfolio | 5.5k $100.5k | Added +2.8k |
| SBI Securities Co., Ltd. 0.00% of their portfolio | 673 $12.4k | Added +493 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 0 $4 | New |