FIRST TR EXCHNG TRADED FD VI QCJL
FT VEST NASD 100 · ETP · CUSIP 33740F219
38
institutional holders
+4 vs Q4 2024
968.6k
shares reported held*
$19.7mreported value*
8 new
6 added
14 reduced
3 sold out
net sold ≈ $12.7m (-625.7k 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 ≈ $20.35.
Trends to Q1 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2024 | 32 |
| Q4 2024 | 34 |
| Q1 2025 | 38 |
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 |
|---|---|---|
| Q4 2024 | 12 | 21 |
| Q1 2025 | 14 | 17 |
Biggest buyers
| LPL Financial LLC | New | +26.8k |
| AVANTAX ADVISORY SERVICES, INC. | New | +24.3k |
| Falcon Wealth Planning | New | +24.0k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +17.4k |
| Marshall Financial Group, LLC | New | +10.1k |
| IFP Advisors, Inc | New | +4.4k |
| Ausdal Financial Partners, Inc. | Added | +3.8k |
| UBS Group AG | Added | +1.8k |
| CITADEL ADVISORS LLC | Added | +1.6k |
| LANARK FINANCIAL, INC. | Added | +999 |
Biggest sellers
| LexAurum Advisors, LLC | Reduced | -479.6k |
| SAGESPRING WEALTH PARTNERS, LLC | Sold out | -150.1k |
| Cetera Investment Advisers | Reduced | -28.0k |
| OLD MISSION CAPITAL LLC | Sold out | -22.1k |
| COMMONWEALTH EQUITY SERVICES, LLC | Reduced | -14.8k |
| Sage Capital Advisors,llc | Sold out | -12.4k |
| TRUIST FINANCIAL CORP | Reduced | -10.5k |
| SILVER OAK SECURITIES, INCORPORATED | Reduced | -9.4k |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Reduced | -6.2k |
| OSAIC HOLDINGS, INC. | Reduced | -2.9k |
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.
No one currently above 5% in the filings since 19 Dec 2024.
Fell to 5% or below in the last year: TRUIST FINANCIAL CORP (4.1%, 2026-10-22)
Holders, Q1 2025
| Manager | Shares | Change |
|---|---|---|
| TRUIST FINANCIAL CORP 0.01% of their portfolio | 193.4k $3.9m | Reduced -10.5k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 173.6k $3.5m | Reduced -2.9k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 81.2k $1.7m | Reduced -14.8k |
| Cetera Investment Advisers 0.00% of their portfolio | 67.4k $1.4m | Reduced -28.0k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 33.7k $686.1k | Added +17.4k |
| Ausdal Financial Partners, Inc. 0.05% of their portfolio | 30.6k $623.0k | Added +3.8k |
| Foundations Investment Advisors, LLC 0.01% of their portfolio | 28.4k $578.8k | Reduced -952 |
| Raab & Moskowitz Asset Management LLC 0.14% of their portfolio | 27.5k $559.6k | Reduced -1.5k |
| LPL Financial LLC 0.00% of their portfolio | 26.8k $544.8k | New |
| StoneX Group Inc. 0.03% of their portfolio | 26.1k $531.9k | Reduced -60 |
| SILVER OAK SECURITIES, INCORPORATED 0.05% of their portfolio | 25.6k $521.7k | Reduced -9.4k |
| AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio | 24.3k $495.0k | New |
| Falcon Wealth Planning 0.05% of their portfolio | 24.0k $489.2k | New |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 18.9k $385.1k | Reduced -545 |
| Grantvest Financial Group LLC 0.30% of their portfolio | 18.2k $370.0k | Unchanged |
| Diligent Investors, LLC 0.08% of their portfolio | 17.1k $349.0k | Unchanged |
| LexAurum Advisors, LLC 0.06% of their portfolio | 16.6k $337.4k | Reduced -479.6k |
| Arete Wealth Advisors, LLC 0.02% of their portfolio | 15.0k $306.0k | Unchanged |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 14.7k $298.9k | Added +1.6k |
| INSIGNEO ADVISORY SERVICES, LLC 0.03% of their portfolio | 14.4k $292.7k | Unchanged |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio | 12.9k $263.2k | Reduced -550 |
| Redhawk Wealth Advisors, Inc. 0.03% of their portfolio | 12.4k $251.7k | Unchanged |
| OneDigital Investment Advisors LLC 0.00% of their portfolio | 12.2k $248.3k | Unchanged |
| First Heartland Consultants, Inc. 0.02% of their portfolio | 10.2k $207.6k | Unchanged |
| Marshall Financial Group, LLC 0.04% of their portfolio | 10.1k $205.3k | New |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 10.0k $204.0k | Reduced -30 |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 7.4k $151.2k | Reduced -2.9k |
| IFP Advisors, Inc 0.00% of their portfolio | 4.4k $90.5k | New |
| ORG Partners LLC 0.01% of their portfolio | 2.5k $51.7k | Unchanged |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 2.2k $45.8k | Unchanged |
| UBS Group AG 0.00% of their portfolio | 1.9k $39.3k | Added +1.8k |
| MORGAN STANLEY 0.00% of their portfolio | 1.3k $26.2k | Unchanged |
| CWM, LLC 0.00% of their portfolio | 1.0k $21.0k | Added +491 |
| LANARK FINANCIAL, INC. 0.00% of their portfolio | 1.0k $20.0k | Added +999 |
| Capital Analysts, LLC 0.00% of their portfolio | 754 $15.0k | New |
| DHJJ Financial Advisors, Ltd. 0.00% of their portfolio | 300 $6.1k | New |
| HAZLETT, BURT & WATSON, INC. 0.00% of their portfolio | 76 $2.0k | New |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio | 0 $0 | Reduced -6.2k |