FIRST TRUST ADVISORS LP

Position in VEL — Velocity Financial, Inc.

CIK 1125816 Wheaton, IL

Position in VEL

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$603,198

+$38,248 QoQ

Shares Held

32,676

+4.6% QoQ

Ownership

0.083%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#35

of 99 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

FIRST TRUST ADVISORS LP holds $9,052,795 across 5 Mortgage Finance names. VEL ranks #4 (6.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WD	Walker & Dunlop, Inc.	112,410	$6,148,827
2	PFSI	PennyMac Financial Services, Inc.	10,901	$949,477
3	ONIT	Onity Group Inc.	22,108	$878,793
4	VEL	Velocity Financial, Inc. This page	32,676	$603,198
5	RKT	Rocket Companies, Inc.	30,000	$472,500

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$603,198	32,676	+4.6%	Shares	Sole	2026-08-11
2026-03-31	$564,950	31,230	-0.2%	Shares	Sole	2026-05-13
2025-12-31	$649,829	31,302	+5.6%	Shares	Sole	2026-02-13
2025-09-30	$537,742	29,644	—	Shares	Sole	2025-11-12
No filing history on record for this holder in this stock.