FIRST TR EXCHNG TRADED FD VI OCTM
FT VEST US EQUIT · ETP · CUSIP 33740F136
34
institutional holders
+0 vs Q2 2025
428.9k
shares reported held*
$14.3mreported value*
6 new
6 added
8 reduced
5 sold out
net sold ≈ $4.1m (-127.1k 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 ≈ $33.42.
Trends to Q3 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q4 2024 | 32 |
| Q1 2025 | 31 |
| Q2 2025 | 34 |
| Q3 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 |
| Q3 2025 | 12 | 13 |
Biggest buyers
| CITADEL ADVISORS LLC | Added | +14.4k |
| OLD MISSION CAPITAL LLC | New | +12.0k |
| WEALTHGARDEN F.S. LLC | New | +9.7k |
| LPL Financial LLC | New | +6.3k |
| Atria Investments, Inc | Added | +4.5k |
| Defined Financial Planning LLC | Added | +3.5k |
| Ameritas Advisory Services, LLC | New | +3.2k |
| JPMORGAN CHASE & CO | Added | +2.7k |
| SUMMIT WEALTH GROUP LLC / CO | New | +2.0k |
| BARCLAYS PLC | Added | +1.1k |
Biggest sellers
| Maia Wealth LLC | Sold out | -136.9k |
| Nicholson Wealth Management Group, LLC | Sold out | -23.3k |
| Diligent Investors, LLC | Sold out | -10.2k |
| Commonwealth Financial Services, LLC | Sold out | -6.5k |
| Farther Finance Advisors, LLC | Reduced | -4.1k |
| Creekmur Asset Management LLC | Reduced | -2.7k |
| Cetera Investment Advisers | Reduced | -1.2k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -1.1k |
| UBS Group AG | Reduced | -980 |
| Arax Advisory Partners | Sold out | -327 |
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, Q3 2025
| Manager | Shares | Change |
|---|---|---|
| Apollon Wealth Management, LLC 0.03% of their portfolio | 51.9k $1.7m | Reduced -253 |
| Kestra Advisory Services, LLC 0.01% of their portfolio | 50.1k $1.6m | Unchanged |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 43.5k $1.4m | Added +246 |
| LVZ, Inc. 0.11% of their portfolio | 28.9k $930.5k | Unchanged |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 27.0k $868.9k | Added +14.4k |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 22.7k $731.0k | Unchanged |
| Capasso Planning Partners LLC 0.43% of their portfolio | 21.4k $688.3k | Unchanged |
| Buck Wealth Strategies, LLC 0.08% of their portfolio | 17.3k $558.0k | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 16.6k $535.7k | Reduced -1.1k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 14.6k $468.0k | Reduced -227 |
| BostonPremier Wealth LLC 0.20% of their portfolio | 12.5k $402.5k | Unchanged |
| OLD MISSION CAPITAL LLC 0.01% of their portfolio | 12.0k $386.3k | New |
| Defined Financial Planning LLC 0.32% of their portfolio | 11.9k $382.2k | Added +3.5k |
| Atria Investments, Inc 0.00% of their portfolio | 11.8k $380.2k | Added +4.5k |
| Cetera Investment Advisers 0.00% of their portfolio | 10.1k $324.2k | Reduced -1.2k |
| WEALTHGARDEN F.S. LLC 0.22% of their portfolio | 9.7k $313.8k | New |
| Creekmur Asset Management LLC 0.05% of their portfolio | 9.3k $299.2k | Reduced -2.7k |
| Geneos Wealth Management Inc. 0.01% of their portfolio | 8.6k $276.7k | Unchanged |
| Capital Analysts, LLC 0.01% of their portfolio | 8.0k $257.0k | Unchanged |
| LPL Financial LLC 0.00% of their portfolio | 6.3k $203.5k | New |
| BARCLAYS PLC 0.00% of their portfolio | 5.9k $190.8k | Added +1.1k |
| Anfield Capital Management, LLC 0.05% of their portfolio | 5.4k $174.4k | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 5.3k $171.6k | Added +2.7k |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 4.1k $132.2k | Reduced -4.1k |
| EVOLUTION WEALTH MANAGEMENT INC. 0.12% of their portfolio | 3.5k $113.8k | Reduced -17 |
| Ameritas Advisory Services, LLC 0.01% of their portfolio | 3.2k $102.3k | New |
| SUMMIT WEALTH GROUP LLC / CO 0.06% of their portfolio | 2.0k $595.0k | New |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 1.6k $51.5k | Unchanged |
| Advisory Services Network, LLC 0.00% of their portfolio | 1.1k $35.9k | New |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 784 $25.2k | Unchanged |
| Capital Investment Advisory Services, LLC 0.00% of their portfolio | 775 $24.9k | Unchanged |
| Financial Network Wealth Advisors LLC 0.02% of their portfolio | 451 $14.5k | Unchanged |
| UBS Group AG 0.00% of their portfolio | 227 $7.3k | Reduced -980 |
| DHJJ Financial Advisors, Ltd. 0.00% of their portfolio | 160 $5.1k | Unchanged |