FIRST TR EXCHNG TRADED FD VI OCTM
FT VEST US EQUIT · ETP · CUSIP 33740F136
31
institutional holders
-1 vs Q4 2024
569.8k
shares reported held*
$17.3mreported value*
4 new
8 added
9 reduced
5 sold out
net sold ≈ $2.8m (-90.6k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $30.33.
Trends to Q1 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q4 2024 | 32 |
| Q1 2025 | 31 |
Biggest buyers
| CITADEL ADVISORS LLC | Added | +14.4k |
| Buck Wealth Strategies, LLC | New | +12.6k |
| JPMORGAN CHASE & CO | Added | +9.6k |
| Geneos Wealth Management Inc. | Added | +8.6k |
| Farther Finance Advisors, LLC | New | +8.2k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +3.1k |
| OLD MISSION CAPITAL LLC | Added | +2.4k |
| BARCLAYS PLC | Added | +2.0k |
| COMMONWEALTH EQUITY SERVICES, LLC | Added | +1.5k |
| Financial Network Wealth Advisors LLC | New | +451 |
Biggest sellers
| Maia Wealth LLC | Reduced | -38.7k |
| WealthPLAN Partners, LLC | Sold out | -23.2k |
| WealthPlan Investment Management, LLC | Sold out | -18.5k |
| Cambridge Investment Research Advisors, Inc. | Reduced | -16.5k |
| CreativeOne Wealth, LLC | Sold out | -15.8k |
| JANE STREET GROUP, LLC | Sold out | -12.6k |
| AE Wealth Management LLC | Reduced | -11.0k |
| Creekmur Asset Management LLC | Reduced | -4.2k |
| OSAIC HOLDINGS, INC. | Reduced | -4.1k |
| Coppell Advisory Solutions LLC | Sold out | -4.0k |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| FIRST TRUST PORTFOLIOS LP 13G · institution +4.7 pts · filed 2026-10-19 | 18.6% |
Holders, Q1 2025
| Manager | Shares | Change |
|---|---|---|
| Maia Wealth LLC 0.92% of their portfolio | 134.7k $4.1m | Reduced -38.7k |
| Kestra Advisory Services, LLC 0.01% of their portfolio | 86.2k $2.6m | Reduced -603 |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 37.7k $1.1m | Added +1.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 34.0k $1.0m | Added +3.1k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 30.0k $910.4k | Added +14.4k |
| LVZ, Inc. 0.12% of their portfolio | 28.9k $877.8k | Unchanged |
| Nicholson Wealth Management Group, LLC 0.48% of their portfolio | 24.2k $734.2k | Unchanged |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 23.9k $726.0k | Reduced -16.5k |
| Capasso Planning Partners LLC 0.27% of their portfolio | 21.4k $649.4k | Unchanged |
| Geneos Wealth Management Inc. 0.01% of their portfolio | 13.9k $422.0k | Added +8.6k |
| Creekmur Asset Management LLC 0.09% of their portfolio | 13.8k $420.4k | Reduced -4.2k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 13.8k $418.3k | Added +9.6k |
| OLD MISSION CAPITAL LLC 0.01% of their portfolio | 13.7k $415.9k | Added +2.4k |
| Buck Wealth Strategies, LLC 0.07% of their portfolio | 12.6k $383.7k | New |
| BostonPremier Wealth LLC 0.24% of their portfolio | 12.5k $379.7k | Unchanged |
| Cetera Investment Advisers 0.00% of their portfolio | 10.9k $330.7k | Reduced -2.9k |
| Diligent Investors, LLC 0.08% of their portfolio | 10.2k $309.7k | Unchanged |
| Farther Finance Advisors, LLC 0.01% of their portfolio | 8.2k $249.5k | New |
| Capital Analysts, LLC 0.01% of their portfolio | 8.1k $247.0k | Added +149 |
| AE Wealth Management LLC 0.00% of their portfolio | 8.0k $242.9k | Reduced -11.0k |
| Grantvest Financial Group LLC 0.18% of their portfolio | 7.3k $223.1k | Reduced -507 |
| Anfield Capital Management, LLC 0.08% of their portfolio | 6.7k $204.6k | Unchanged |
| BARCLAYS PLC 0.00% of their portfolio | 4.3k $130.1k | Added +2.0k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 1.6k $48.6k | Reduced -4.1k |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 1.2k $36.5k | Unchanged |
| Capital Investment Advisory Services, LLC 0.00% of their portfolio | 775 $23.5k | Unchanged |
| Financial Network Wealth Advisors LLC 0.02% of their portfolio | 451 $13.7k | New |
| Arax Advisory Partners 0.00% of their portfolio | 327 $9.9k | New |
| DHJJ Financial Advisors, Ltd. 0.00% of their portfolio | 160 $4.9k | Unchanged |
| UBS Group AG 0.00% of their portfolio | 53 $1.6k | Reduced -1.2k |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio | 0 $0 | Unchanged |