Funds holding FIRST TRUST EXCHANGE-TRADED FUND VII
ISIN US33740Y1010 · United States · LEI 549300ESI5HR7KPXFL47
- Fund holders
- 2
- Of which ETFs
- 1 1 other fund
- Value held
- 14.6M $
2 tracked funds declare this security. So these figures do not say who holds it.
This issuer has other securities: FIRST TRUST EXCHANGE-TRADED FUND VII (US33739H1014), FIRST TRUST EXCHANGE-TRADED FUND VII (US33740U3234)
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| First Trust Multi-Strategy Alternative ETF First Trust Exchange-Traded Fund VIII | 409,731 | 13.9M $ | 21.20 % | as of May 31, 2026 ↗ |
| Quantified Alternative Investment Fund Advisors Preferred Trust | 22,671 | 716.9K $ | 3.11 % | 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 | 21.20 % | as of May 31, 2026 ↗ |
| Quantified Alternative Investment Fund Advisors Preferred Trust | 3.11 % | 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 | 2 | -1 | 432,402 | -31.3 % |
| 2026Q2 | 3 | +1 | 629,028 | +16.3 % |
| 2026Q1 | 2 | +1 | 541,016 | +229.4 % |
| 2025Q4 | 1 | 0 | 164,266 | +15.9 % |
| 2025Q3 | 1 | -1 | 141,746 | +3.1 % |
| 2025Q2 | 2 | +1 | 137,419 | +41.4 % |
| 2025Q1 | 1 | 0 | 97,167 | +24.4 % |
| 2024Q4 | 1 | 0 | 78,119 | +25.7 % |
| 2024Q3 | 1 | 0 | 62,163 | +60.3 % |
| 2024Q2 | 1 | 0 | 38,780 | +156.9 % |
| 2024Q1 | 1 | 0 | 15,096 | +100.0 % |
| 2023Q4 | 1 | 7,548 |
Institutional managers
77 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| LPL Financial LLC | 525,733 | 17.7M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 390,484 | 13.2M $ | as of Mar 31, 2026 |
| FIRST TRUST ADVISORS LP | 302,639 | 10.2M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 283,123 | 9.6M $ | as of Mar 31, 2026 |
| ASSETMARK, INC | 277,837 | 9.4M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 247,593 | 8.4M $ | as of Mar 31, 2026 |
| RFG Advisory, LLC | 120,564 | 4.1M $ | as of Mar 31, 2026 |
| Center For Asset Management LLC | 112,098 | 3.8M $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 99,397 | 3.4M $ | as of Mar 31, 2026 |
| BENJAMIN EDWARDS INC | 96,005 | 3.2M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 92,796 | 3.1M $ | as of Mar 31, 2026 |
| CAPTRUST FINANCIAL ADVISORS | 88,033 | 3M $ | as of Mar 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | 80,906 | 2.7K $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 78,335 | 2.6M $ | as of Mar 31, 2026 |
| Gateway Wealth Partners, LLC | 75,573 | 2.6M $ | as of Mar 31, 2026 |
| CreativeOne Wealth, LLC | 55,673 | 1.9M $ | as of Mar 31, 2026 |
| Simplicity Wealth,LLC | 52,185 | 1.8M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 47,811 | 1.6M $ | as of Mar 31, 2026 |
| AE Wealth Management LLC | 45,729 | 1.5M $ | as of Mar 31, 2026 |
| LexAurum Advisors, LLC | 45,204 | 1.5M $ | as of Mar 31, 2026 |
| Orion Porfolio Solutions, LLC | 44,203 | 1.5M $ | as of Mar 31, 2026 |
| Janney Montgomery Scott LLC | 36,140 | 1.2K $ | as of Mar 31, 2026 |
| Pinnacle Family Advisors, LLC | 31,513 | 1.1M $ | as of Mar 31, 2026 |
| IFP Advisors, Inc | 29,733 | 1M $ | as of Mar 31, 2026 |
| GeoWealth Management, LLC | 29,231 | 986.5K $ | as of Mar 31, 2026 |
Declared shareholders of FIRST TRUST EXCHANGE-TRADED FUND VII
There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| First Trust Portfolios L.P. and 2 others | 30.71 % | 1,735,102 | as of Jun 30, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Funds holding FIRST TRUST EXCHANGE-TRADED FUND VII". https://titelia.com/en/stocks/first-trust-exchange-traded-fund-vii-US33740Y1010