13F Insight
DOSSIER · 13F Holders · Q2 2026
DHDG

FIRST TRUST VEST

32 institutions still hold FIRST TRUST VEST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33740U547·32 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$123M
visible holders
Holders
32
filers reporting
Concentration
61.23%
HOLLENCREST CAPITAL MANAGEMENT #1
top holder share
AI Holders Summary · Q2 2026

32 institutions reported DHDG in Q2 2026. HOLLENCREST CAPITAL MANAGEMENT leads at 61.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
HOLLENCREST CAPITAL MANAGEMENT
CIK 0001161722
$75M2.1M4.89%Q2 202602
Bullseye Investment Management, LLC
CIK 0001912451
$6M212K3.89%Q3 202503
AXXCESS WEALTH MANAGEMENT, LLC
CIK 0001911056
$6M152K0.09%Q2 202604
Farther Finance Advisors, LLC
CIK 0001992825
$5M146K0.04%Q2 202605
SMART Wealth LLC
CIK 0002044723
$5M140K1.10%Q2 202606
Gallagher Fiduciary Advisors, LLC
CIK 0001527781
$5M134K0.16%Q2 202607
Atria Investments, Inc
CIK 0001535865
$5M130K0.05%Q2 202608
Arkadios Wealth Advisors
CIK 0001800798
$4M105K0.06%Q2 202609
Cetera Investment Advisers
CIK 0001666741
$2M65K0.00%Q2 202610
Maia Wealth LLC
CIK 0002010858
$2M61K0.33%Q2 202611
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M45K0.00%Q2 202612
Capital Investment Advisory Services, LLC
CIK 0001659203
$1M37K0.08%Q2 202613
Sigma Planning Corp
CIK 0001449126
$1M34K0.03%Q2 202614
OLD MISSION CAPITAL LLC
CIK 0001455915
$706K19K0.01%Q2 202615
Investors Portfolio Services LLC
CIK 0002073833
$435K12K0.33%Q2 202616
US BANCORP \DE\
CIK 0000036104
$413K11K0.00%Q2 202617
Cambridge Advisors Inc.
CIK 0001633695
$319K9K0.05%Q2 202618
Arax Advisory Partners
CIK 0001586767
$304K8K0.00%Q2 202619
MML INVESTORS SERVICES, LLC
CIK 0000701059
$302K8K0.00%Q2 202620
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$302K8K0.00%Q2 2026
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