FIRST TR EXCHNG TRADED FD VI XMAY
VEST US EQUITY E · ETP · CUSIP 33740F250
33
institutional holders
+10 vs Q3 2024
825.9k
shares reported held*
$26.1mreported value*
13 new
7 added
5 reduced
3 sold out
net bought ≈ $9.8m (+310.5k 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 ≈ $31.58.
Trends to Q4 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q2 2024 | 22 |
| Q3 2024 | 23 |
| Q4 2024 | 33 |
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 |
|---|---|---|
| Q3 2024 | 10 | 13 |
| Q4 2024 | 20 | 8 |
Biggest buyers
| ENVESTNET ASSET MANAGEMENT INC | New | +143.8k |
| Cetera Investment Advisers | Added | +91.6k |
| CreativeOne Wealth, LLC | New | +20.8k |
| LPL Financial LLC | New | +20.2k |
| AMERIPRISE FINANCIAL INC | New | +16.7k |
| Sage Capital Advisors,llc | New | +16.4k |
| First Heartland Consultants, Inc. | New | +15.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +14.9k |
| Atria Investments, Inc | New | +14.0k |
| CITADEL ADVISORS LLC | New | +10.4k |
Biggest sellers
| Cambridge Investment Research Advisors, Inc. | Sold out | -37.6k |
| JANE STREET GROUP, LLC | Reduced | -17.3k |
| Advisory Services Network, LLC | Sold out | -8.0k |
| MML INVESTORS SERVICES, LLC | Reduced | -7.4k |
| UBS Group AG | Sold out | -5.9k |
| OSAIC HOLDINGS, INC. | Reduced | -5.6k |
| Luken Investment Analytics, LLC | Reduced | -1.4k |
| Foundations Investment Advisors, LLC | Reduced | -833 |
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 +6.0 pts · filed 2026-07-30 | 6.3% |
Holders, Q4 2024
| Manager | Shares | Change |
|---|---|---|
| Luken Investment Analytics, LLC 2.57% of their portfolio | 175.9k $5.6m | Reduced -1.4k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 143.8k $4.5m | New |
| Cetera Investment Advisers 0.01% of their portfolio | 129.2k $4.1m | Added +91.6k |
| Kestra Advisory Services, LLC 0.01% of their portfolio | 85.0k $2.7m | Added +3.7k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 29.9k $943.0k | Added +14.9k |
| CreativeOne Wealth, LLC 0.02% of their portfolio | 20.8k $657.8k | New |
| LPL Financial LLC 0.00% of their portfolio | 20.2k $637.9k | New |
| MML INVESTORS SERVICES, LLC 0.00% of their portfolio | 20.0k $632.0k | Reduced -7.4k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 19.7k $622.0k | Added +2.4k |
| Foundations Investment Advisors, LLC 0.01% of their portfolio | 19.5k $614.3k | Reduced -833 |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 16.7k $527.7k | New |
| Sage Capital Advisors,llc 0.13% of their portfolio | 16.4k $516.8k | New |
| First Heartland Consultants, Inc. 0.05% of their portfolio | 15.3k $483.6k | New |
| Atria Investments, Inc 0.01% of their portfolio | 14.0k $442.9k | New |
| Apollon Wealth Management, LLC 0.01% of their portfolio | 13.5k $424.9k | Unchanged |
| Brookstone Capital Management 0.01% of their portfolio | 12.5k $394.1k | Added +81 |
| Millington Financial Advisors, LLC 0.22% of their portfolio | 12.0k $381.1k | Added +2.7k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 10.4k $327.9k | New |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 8.9k $281.5k | Reduced -5.6k |
| Atria Wealth Solutions, Inc. 0.00% of their portfolio | 7.2k $226.5k | New |
| Diligent Investors, LLC 0.05% of their portfolio | 7.2k $225.8k | Unchanged |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 7.0k $220.0k | Reduced -17.3k |
| VestGen Investment Management 0.06% of their portfolio | 6.8k $214.7k | New |
| Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio | 6.6k $209.7k | New |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 3.2k $102.6k | Unchanged |
| PFS Partners, LLC 0.02% of their portfolio | 1.2k $38.6k | Unchanged |
| BARCLAYS PLC 0.00% of their portfolio | 1.0k $32.8k | Added +353 |
| GeoWealth Management, LLC 0.00% of their portfolio | 591 $18.7k | New |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 500 $16.0k | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 500 $16.0k | Unchanged |
| Integrity Financial Corp /WA 0.00% of their portfolio | 202 $6.4k | Unchanged |
| DHJJ Financial Advisors, Ltd. 0.00% of their portfolio | 165 $5.2k | Unchanged |
| AE Wealth Management LLC 0.00% of their portfolio | 53 $1.7k | New |