13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
DHDG

FIRST TRUST VEST

27 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 33740U547·27 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 3.1%
vs prior quarter
13F value held
$44M
69.0% inst. owned
of float
Holders
27
+8 QoQ
filers reporting
Activity
+59 / −22
+809 added · −840 reduced
this quarter
Concentration
38.53%
Investors Portfolio Services LLC #1
top holder share
AI Holders Summary · Q1 2026

27 institutions reported DHDG in Q1 2026. Investors Portfolio Services LLC leads at 38.5% of the visible book. +8 net new institutions vs prior quarter — accumulation reading.

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
SMART Wealth LLC
CIK 0002044723
$5M157K1.55%Q1 202604
AXXCESS WEALTH MANAGEMENT, LLC
CIK 0001911056
$5M144K0.15%Q1 202605
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M74K0.00%Q1 202606
Maia Wealth LLC
CIK 0002010858
$2M62K0.35%Q1 202607
Capital Investment Advisory Services, LLC
CIK 0001659203
$1M37K0.09%Q1 202608
Sigma Planning Corp
CIK 0001449126
$1M35K0.03%Q1 202609
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$752,40022K0.02%Q1 202610
Cetera Investment Advisers
CIK 0001666741
$376,25011K0.00%Q1 202611
OLD MISSION CAPITAL LLC
CIK 0001455915
$346,21810K0.01%Q1 202612
MML INVESTORS SERVICES, LLC
CIK 0000701059
$339,99710K0.00%Q1 202613
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$339,99710K0.00%Q1 202614
Cambridge Advisors Inc.
CIK 0001633695
$293,1519K0.06%Q1 202615
Arax Advisory Partners
CIK 0001586767
$258,9508K0.01%Q1 202616
LPL Financial LLC
CIK 0001403438
$228,6837K0.00%Q1 202617
Snowden Capital Advisors LLC
CIK 0001903055
$228,6837K0.01%Q1 202618
N.E.W. Advisory Services LLC
CIK 0001803456
$67,2602K0.01%Q1 202619
Godfrey Financial Associates, Inc.
CIK 0002097943
$63,8972K0.05%Q1 202620
BARCLAYS PLC
CIK 0000312069
$45,6021K0.00%Q1 2026
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