FIRST TR EXCHNG TRADED FD VI OCTM
FT VEST US EQUIT · ETP · CUSIP 33740F136
34
institutional holders
+3 vs Q1 2025
556.0k
shares reported held*
$17.5mreported value*
5 new
6 added
11 reduced
3 sold out
net sold ≈ $545.1k (-17.3k 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 ≈ $31.43.
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q4 2024 | 32 |
| Q1 2025 | 31 |
| Q2 2025 | 34 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2025 | 12 | 14 |
| Q2 2025 | 11 | 14 |
Biggest buyers
| Apollon Wealth Management, LLC | New | +52.2k |
| Janney Montgomery Scott LLC | New | +22.7k |
| Cambridge Investment Research Advisors, Inc. | Added | +19.4k |
| Defined Financial Planning LLC | New | +8.4k |
| Atria Investments, Inc | New | +7.3k |
| Commonwealth Financial Services, LLC | New | +6.5k |
| Buck Wealth Strategies, LLC | Added | +4.7k |
| Maia Wealth LLC | Added | +2.2k |
| UBS Group AG | Added | +1.2k |
| BARCLAYS PLC | Added | +495 |
Biggest sellers
| Kestra Advisory Services, LLC | Reduced | -36.1k |
| COMMONWEALTH EQUITY SERVICES, LLC | Reduced | -22.9k |
| CITADEL ADVISORS LLC | Reduced | -17.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -16.3k |
| OLD MISSION CAPITAL LLC | Sold out | -13.7k |
| JPMORGAN CHASE & CO | Reduced | -11.1k |
| AE Wealth Management LLC | Sold out | -8.0k |
| Grantvest Financial Group LLC | Sold out | -7.3k |
| Geneos Wealth Management Inc. | Reduced | -5.3k |
| Creekmur Asset Management LLC | Reduced | -1.8k |
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, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| Maia Wealth LLC 0.82% of their portfolio | 136.9k $4.3m | Added +2.2k |
| Apollon Wealth Management, LLC 0.03% of their portfolio | 52.2k $1.6m | New |
| Kestra Advisory Services, LLC 0.01% of their portfolio | 50.1k $1.6m | Reduced -36.1k |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 43.3k $1.4m | Added +19.4k |
| LVZ, Inc. 0.11% of their portfolio | 28.9k $908.6k | Unchanged |
| Nicholson Wealth Management Group, LLC 0.45% of their portfolio | 23.3k $733.0k | Reduced -860 |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 22.7k $714.0k | New |
| Capasso Planning Partners LLC 0.38% of their portfolio | 21.4k $672.2k | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 17.7k $556.5k | Reduced -16.3k |
| Buck Wealth Strategies, LLC 0.08% of their portfolio | 17.3k $544.9k | Added +4.7k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 14.8k $465.0k | Reduced -22.9k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 12.6k $394.7k | Reduced -17.4k |
| BostonPremier Wealth LLC 0.22% of their portfolio | 12.5k $393.1k | Unchanged |
| Creekmur Asset Management LLC 0.07% of their portfolio | 12.0k $378.5k | Reduced -1.8k |
| Cetera Investment Advisers 0.00% of their portfolio | 11.3k $354.2k | Added +379 |
| Diligent Investors, LLC 0.08% of their portfolio | 10.2k $320.5k | Unchanged |
| Geneos Wealth Management Inc. 0.01% of their portfolio | 8.6k $270.3k | Reduced -5.3k |
| Defined Financial Planning LLC 0.23% of their portfolio | 8.4k $264.0k | New |
| Farther Finance Advisors, LLC 0.01% of their portfolio | 8.2k $258.1k | Unchanged |
| Capital Analysts, LLC 0.01% of their portfolio | 8.0k $251.0k | Reduced -149 |
| Atria Investments, Inc 0.00% of their portfolio | 7.3k $229.6k | New |
| Commonwealth Financial Services, LLC 0.04% of their portfolio | 6.5k $204.4k | New |
| Anfield Capital Management, LLC 0.06% of their portfolio | 5.4k $170.3k | Reduced -1.3k |
| BARCLAYS PLC 0.00% of their portfolio | 4.8k $150.2k | Added +495 |
| EVOLUTION WEALTH MANAGEMENT INC. 0.14% of their portfolio | 3.6k $111.6k | First filing |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 2.7k $83.8k | Reduced -11.1k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 1.6k $50.3k | Unchanged |
| UBS Group AG 0.00% of their portfolio | 1.2k $37.9k | Added +1.2k |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 784 $24.6k | Reduced -419 |
| Capital Investment Advisory Services, LLC 0.00% of their portfolio | 775 $24.4k | Unchanged |
| Financial Network Wealth Advisors LLC 0.02% of their portfolio | 451 $14.2k | Unchanged |
| Arax Advisory Partners 0.00% of their portfolio | 327 $10.3k | Unchanged |
| DHJJ Financial Advisors, Ltd. 0.00% of their portfolio | 160 $5.0k | Unchanged |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio | 0 $0 | Unchanged |