Funds holding FIRST TRUST EXCHANGE-TRADED FUND VII
ISIN US33739H1014 · United States · LEI 549300ESI5HR7KPXFL47
- Fund holders
- 6
- Of which ETFs
- 1 5 other funds
- Value held
- 35.2M $
This issuer has other securities: FIRST TRUST EXCHANGE-TRADED FUND VII (US33740Y1010), FIRST TRUST EXCHANGE-TRADED FUND VII (US33740U3234)
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Ladenburg Growth & Income Fund Northern Lights Fund Trust | 412,774 | 11.2M $ | 5.69 % | as of Jun 30, 2026 ↗ |
| Ladenburg Growth Fund Northern Lights Fund Trust | 369,869 | 10M $ | 6.59 % | as of Jun 30, 2026 ↗ |
| Ladenburg Aggressive Growth Fund Northern Lights Fund Trust | 179,513 | 4.9M $ | 6.61 % | as of Jun 30, 2026 ↗ |
| First Trust Multi-Strategy Alternative ETF First Trust Exchange-Traded Fund VIII | 179,458 | 5.2M $ | 7.97 % | as of May 31, 2026 ↗ |
| Ladenburg Income & Growth Fund Northern Lights Fund Trust | 127,665 | 3.5M $ | 5.69 % | as of Jun 30, 2026 ↗ |
| Ladenburg Income Fund Northern Lights Fund Trust | 16,830 | 455.3K $ | 4.76 % | as of Jun 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| First Trust Multi-Strategy Alternative ETF First Trust Exchange-Traded Fund VIII | 7.97 % | as of May 31, 2026 ↗ |
| Ladenburg Aggressive Growth Fund Northern Lights Fund Trust | 6.61 % | as of Jun 30, 2026 ↗ |
| Ladenburg Growth Fund Northern Lights Fund Trust | 6.59 % | as of Jun 30, 2026 ↗ |
| Ladenburg Income & Growth Fund Northern Lights Fund Trust | 5.69 % | as of Jun 30, 2026 ↗ |
| Ladenburg Growth & Income Fund Northern Lights Fund Trust | 5.69 % | as of Jun 30, 2026 ↗ |
| Ladenburg Income Fund Northern Lights Fund Trust | 4.76 % | as of Jun 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 6 | +4 | 1,286,109 | +1,057.0 % |
| 2026Q2 | 2 | +1 | 111,156 | +69.1 % |
| 2026Q1 | 1 | 0 | 65,723 | +27.3 % |
| 2025Q4 | 1 | 0 | 51,631 | +15.0 % |
| 2025Q3 | 1 | 0 | 44,913 | +393.2 % |
| 2025Q2 | 1 | 0 | 9,107 | -57.9 % |
| 2024Q4 | 1 | 0 | 21,613 | +23.0 % |
| 2024Q3 | 1 | 0 | 17,574 | +60.7 % |
| 2024Q2 | 1 | -1 | 10,936 | -99.8 % |
| 2024Q1 | 2 | -1 | 5,146,471 | +12,792.6 % |
| 2023Q4 | 3 | 39,918 |
Institutional managers
279 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 21,825,658 | 626.6M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 10,531,074 | 302.3M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 3,336,767 | 95.8M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 1,567,531 | 45M $ | as of Mar 31, 2026 |
| UBS Group AG | 1,448,130 | 41.6M $ | as of Mar 31, 2026 |
| STOCK YARDS BANK & TRUST CO | 1,326,001 | 38.1M $ | as of Mar 31, 2026 |
| Cyndeo Wealth Partners, LLC | 1,132,749 | 32.5M $ | as of Mar 31, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | 1,111,300 | 31.9M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 1,076,967 | 30.9M $ | as of Mar 31, 2026 |
| Carrera Capital Advisors | 1,062,964 | 30.5M $ | as of Mar 31, 2026 |
| Flaharty Asset Management, LLC | 1,042,226 | 29.9M $ | as of Mar 31, 2026 |
| Csenge Advisory Group | 852,829 | 24.5M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 762,562 | 21.9M $ | as of Mar 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | 722,567 | 20.7K $ | as of Mar 31, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 721,249 | 20.7M $ | as of Mar 31, 2026 |
| &PARTNERS | 717,306 | 20.7M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 658,870 | 18.9M $ | as of Mar 31, 2026 |
| Valmark Advisers, Inc. | 619,499 | 17.8M $ | as of Mar 31, 2026 |
| HighPoint Advisor Group LLC | 605,971 | 17.4M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 572,748 | 16.4M $ | as of Mar 31, 2026 |
| Dunhill Financial, LLC | 564,778 | 16.2M $ | as of Mar 31, 2026 |
| HFG Wealth Management, LLC | 493,104 | 14.2M $ | as of Mar 31, 2026 |
| Bison Wealth, LLC | 480,376 | 14.6M $ | as of Mar 31, 2026 |
| Financial Enhancement Group LLC | 479,942 | 13.6M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 472,312 | 13.6M $ | as of Mar 31, 2026 |
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Titelia. "Funds holding FIRST TRUST EXCHANGE-TRADED FUND VII". https://titelia.com/en/stocks/first-trust-exchange-traded-fund-vii-US33739H1014