CUSIP: 33740F805
Q1 2026 13F Holders as of 31 Mar 2026
-
Type / Class
-
Equity / SMITH OPPORT FXD
-
Total 13F shares
-
3,920,490
-
Share change
-
0
-
Total reported value
-
$138,687,605
-
Price per share
-
$43.59
-
Number of holders
-
15
Security key
33740F805
Report period
Q1 2026
Institutions
15
Top holders
10
Reporting periods
Holder history for CUSIP 33740F805
Recent filing periods:
Top shareholders of 33740F805 - FIRST TR EXCHNG TRADED FD VI - SMITH OPPORT FXD (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
Institutional Holders of FIRST TR EXCHNG TRADED FD VI - SMITH OPPORT FXD as of Q1 2026
As of 31 Mar 2026,
FIRST TR EXCHNG TRADED FD VI - SMITH OPPORT FXD was held by
15 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,920,490 shares.
The largest 10 holders included
ENVESTNET ASSET MANAGEMENT INC, Thrivent Financial for Lutherans, MML INVESTORS SERVICES, LLC, Darwin Wealth Management, LLC, Retirement Planning Group, LLC, Mutual Advisors, LLC, HBW ADVISORY SERVICES LLC, Westside Investment Management, Inc., FAGAN ASSOCIATES, INC., and FIFTH THIRD BANCORP.
This page lists
15
institutional shareholders reporting positions in this security
for the Q1 2026 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
Compare Q1 2026 vs Q4 2025 Across Filers
| Investor |
Q4 2025 Shares |
Q1 2026 Shares |
Share Diff |
Share Chg % |
Q4 2025 Value $ |
Q1 2026 Value $ |
Value Diff $ |
Value Chg % |
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.