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

FIRST TRUST VEST

35 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 33740F318·35 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$23M
visible holders
Holders
35
filers reporting
Concentration
13.75%
Ashton Thomas Private Wealth, LLC #1
top holder share
AI Holders Summary · Q2 2026

35 institutions reported XJAN in Q2 2026. Ashton Thomas Private Wealth, LLC leads at 13.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Ashton Thomas Private Wealth, LLC
CIK 0002019663
$3M83K0.07%Q2 202602
LexAurum Advisors, LLC
CIK 0001729677
$3M76K0.34%Q2 202603
KRAEMATON INVESTMENT ADVISORS, INC
CIK 0001910852
$2M51K1.46%Q2 202604
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M43K0.00%Q2 202605
Cetera Investment Advisers
CIK 0001666741
$2M39K0.00%Q2 202606
Arkadios Wealth Advisors
CIK 0001800798
$1M39K0.02%Q2 202607
OSAIC HOLDINGS, INC.
CIK 0001677044
$1M35K0.00%Q2 202608
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$1M33K0.00%Q2 202609
Sequent Planning LLC
CIK 0002009724
$1M32K0.26%Q2 202610
OLD MISSION CAPITAL LLC
CIK 0001455915
$1M32K0.02%Q2 202611
Kestra Advisory Services, LLC
CIK 0001830819
$1M27K0.00%Q2 202612
Orion Portfolio Solutions, LLC
CIK 0001802647
$1M31K0.01%Q1 202513
Sigma Planning Corp
CIK 0001449126
$616K16K0.02%Q2 202614
Arax Advisory Partners
CIK 0001586767
$490K13K0.00%Q2 202615
Mariner, LLC
CIK 0001373442
$460K12K0.00%Q2 202616
Diligent Investors, LLC
CIK 0001549042
$457K12K0.10%Q2 202617
LVZ, Inc.
CIK 0001574408
$371K10K0.04%Q2 202618
PFS Partners, LLC
CIK 0002002654
$346K9K0.14%Q2 202619
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$334K9K0.00%Q2 202620
LPL Financial LLC
CIK 0001403438
$294K8K0.00%Q2 2026
Page 1 of 2
15 more holders available. Log in →