# FIRST TR EXCHANGE-TRADED FD VEST INVESTMENT

FIRST TR EXCHANGE-TRADED FD VEST INVESTMENT is a security (CUSIP 33738D747) tracked across SEC portfolio filings. 64 institutional managers reported $230.7M on Form 13F as of 2026-06-30.

## Summary

- Issuer: FIRST TR EXCHANGE-TRADED FD
- Class: VEST INVESTMENT
- CUSIP: 33738D747
- 13F holders: 64
- 13F value: $230.7M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 64 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [GUARDIAN WEALTH ADVISORS, LLC / NC](https://search.stillhousedata.com/firm/305412) | RALEIGH, NC | $40.3M | 2,058,213 |
| [Aptus Capital Advisors, LLC](https://search.stillhousedata.com/firm/167626) | FAIRHOPE, AL | $40.3M | 2,058,213 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://search.stillhousedata.com/firm/8032) | WALTHAM, MA | $29.7M | 1,537,625 |
| Rise Advisors, LLC | ROCHESTER, NY | $18.9M | 979,814 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | KOKOMO, IN | $9.7M | 501,671 |
| [Cetera Investment Advisers](https://search.stillhousedata.com/firm/105644) | SCHAUMBURG, IL | $9.2M | 469,083 |
| [LexAurum Advisors, LLC](https://search.stillhousedata.com/firm/283653) | OVERLAND PARK, KS | $6.1M | 318,457 |
| [Steward Partners Investment Advisory, LLC](https://search.stillhousedata.com/firm/283004) | NEW YORK, NY | $5.1M | 261,384 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $4.4M | 224,565 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $4.3M | 221,998 |
| GREAT VALLEY ADVISOR GROUP, INC. | WILMINGTON, DE | $4.3M | 217,958 |
| SageGuard Financial Group, LLC | GOODLETTSVILLE, TN | $4.0M | 208,695 |
| [Prosperity Financial Group, Inc.](https://search.stillhousedata.com/firm/145540) | San Ramon, CA | $3.9M | 203,963 |
| [Delta Investment Management, LLC](https://search.stillhousedata.com/firm/149596) | SAN FRANCISCO, CA | $3.6M | 186,183 |
| TRUIST FINANCIAL CORP | CHARLOTTE, NC | $3.6M | 187,756 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/33738D747.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.