13F Insight
DOSSIER · 13F Holders · Q1 2026
DHDG

FIRST TRUST VEST

28 institutions still hold FIRST TRUST VEST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33740U547·28 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$49M
visible holders
Holders
28
filers reporting
Concentration
34.66%
Investors Portfolio Services LLC #1
top holder share
AI Holders Summary · Q1 2026

28 institutions reported DHDG in Q1 2026. Investors Portfolio Services LLC leads at 34.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Investors Portfolio Services LLC
CIK 0002073833
$17M501K15.61%Q1 202602
Bullseye Investment Management, LLC
CIK 0001912451
$6M212K3.89%Q3 202503
Farther Finance Advisors, LLC
CIK 0001992825
$5M146K0.04%Q2 202604
SMART Wealth LLC
CIK 0002044723
$5M157K1.55%Q1 202605
AXXCESS WEALTH MANAGEMENT, LLC
CIK 0001911056
$5M144K0.15%Q1 202606
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M74K0.00%Q1 202607
Maia Wealth LLC
CIK 0002010858
$2M62K0.35%Q1 202608
Capital Investment Advisory Services, LLC
CIK 0001659203
$1M37K0.08%Q2 202609
Sigma Planning Corp
CIK 0001449126
$1M35K0.03%Q1 202610
Cetera Investment Advisers
CIK 0001666741
$376K11K0.00%Q1 202611
OLD MISSION CAPITAL LLC
CIK 0001455915
$346K10K0.01%Q1 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$340K10K0.00%Q1 202613
MML INVESTORS SERVICES, LLC
CIK 0000701059
$340K10K0.00%Q1 202614
Cambridge Advisors Inc.
CIK 0001633695
$319K9K0.05%Q2 202615
Arax Advisory Partners
CIK 0001586767
$259K8K0.01%Q1 202616
LPL Financial LLC
CIK 0001403438
$229K7K0.00%Q1 202617
Snowden Capital Advisors LLC
CIK 0001903055
$229K7K0.01%Q1 202618
Optivise Advisory Services LLC
CIK 0002042876
$205K6K0.10%Q2 202619
N.E.W. Advisory Services LLC
CIK 0001803456
$67K2K0.01%Q1 202620
Godfrey Financial Associates, Inc.
CIK 0002097943
$64K2K0.05%Q1 2026
Page 1 of 2
8 more holders available. Log in →