FIRST TR EXCHNG TRADED FD VI SFEB
FT VEST US SMALL · ETP · CUSIP 33740F292
42
institutional holders
+17 vs Q1 2024
2.2m
shares reported held*
$43.8mreported value*
18 new
17 added
6 reduced
1 sold out
net bought ≈ $6.8m (+339.3k 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 ≈ $20.11.
Trends to Q2 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q1 2024 | 25 |
| Q2 2024 | 42 |
Biggest buyers
| RAYMOND JAMES & ASSOCIATES | Added | +207.9k |
| STEPHENS INC /AR/ | Added | +89.4k |
| COMMONWEALTH EQUITY SERVICES, LLC | Added | +69.6k |
| OSAIC HOLDINGS, INC. | Added | +40.6k |
| Foguth Wealth Management, LLC. | New | +36.2k |
| Keystone Wealth Services, LLC | New | +27.5k |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | New | +26.8k |
| Raymond James Financial Services Advisors, Inc. | Added | +24.3k |
| GOLDMAN SACHS GROUP INC | New | +15.1k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +14.8k |
Biggest sellers
| JANE STREET GROUP, LLC | Sold out | -183.4k |
| SMART Wealth LLC | Reduced | -177.4k |
| Kestra Advisory Services, LLC | Reduced | -11.0k |
| OLD MISSION CAPITAL LLC | Reduced | -7.6k |
| WORLD EQUITY GROUP, INC. | Reduced | -4.3k |
| CITADEL ADVISORS LLC | Reduced | -1.4k |
| Advisory Services Network, LLC | Reduced | -778 |
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 +3.4 pts · filed 2026-10-22 | 38.9% |
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| Raymond James Financial Services Advisors, Inc. 0.02% of their portfolio | 543.5k $10.9m | Added +24.3k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 246.9k $5.0m | Added +207.9k |
| STEPHENS INC /AR/ 0.05% of their portfolio | 149.0k $3.0m | Added +89.4k |
| IFP Advisors, Inc 0.12% of their portfolio | 145.2k $2.9m | Added +8.8k |
| Cetera Investment Advisers 0.00% of their portfolio | 92.5k $1.9m | Added +5.9k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 88.3k $1.8m | Added +69.6k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 83.9k $1.7m | Added +5.5k |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 80.3k $1.6m | Added +2.6k |
| Diligent Investors, LLC 0.40% of their portfolio | 80.1k $1.6m | Added +4.5k |
| SMART Wealth LLC 0.60% of their portfolio | 74.0k $1.5m | Reduced -177.4k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 71.6k $1.4m | Added +40.6k |
| WORLD EQUITY GROUP, INC. 0.39% of their portfolio | 64.4k $1.3m | Reduced -4.3k |
| Advisory Services Network, LLC 0.02% of their portfolio | 45.8k $921.8k | Reduced -778 |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 39.2k $788.5k | Reduced -11.0k |
| Foguth Wealth Management, LLC. 0.32% of their portfolio | 36.2k $728.7k | New |
| Keystone Wealth Services, LLC 0.17% of their portfolio | 27.5k $552.2k | New |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.02% of their portfolio | 26.8k $538.4k | New |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 26.7k $537.7k | Reduced -1.4k |
| OLD MISSION CAPITAL LLC 0.01% of their portfolio | 26.1k $525.6k | Reduced -7.6k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 25.7k $516.6k | Added +14.8k |
| NorthCrest Asset Manangement, LLC 0.01% of their portfolio | 22.1k $444.3k | Added +1.2k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 15.1k $303.2k | New |
| Kingsview Wealth Management, LLC 0.01% of their portfolio | 13.8k $278.1k | New |
| KINGSWOOD WEALTH ADVISORS, LLC 0.02% of their portfolio | 13.1k $263.9k | New |
| Mariner, LLC 0.00% of their portfolio | 12.9k $259.4k | Added +1.9k |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.02% of their portfolio | 11.5k $230.6k | New |
| BENJAMIN F. EDWARDS & COMPANY, INC. 0.00% of their portfolio | 11.4k $229.0k | Added +4.7k |
| FLAGSTAR SECURITIES, INC 0.06% of their portfolio | 11.2k $225.9k | New |
| Atria Wealth Solutions, Inc. 0.00% of their portfolio | 11.2k $224.3k | New |
| Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio | 11.2k $224.3k | New |
| SOA Wealth Advisors, LLC. 0.04% of their portfolio | 10.8k $217.3k | New |
| SECURED RETIREMENT ADVISORS, LLC 0.17% of their portfolio | 10.5k $211.8k | New |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 10.2k $204.0k | New |
| Marshall Financial Group, LLC 0.06% of their portfolio | 10.0k $201.5k | New |
| Sunbelt Securities, Inc. 0.02% of their portfolio | 8.1k $163.6k | Added +4.5k |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.01% of their portfolio | 7.8k $157.8k | Added +7.2k |
| DHJJ Financial Advisors, Ltd. 0.04% of their portfolio | 5.1k $102.4k | New |
| Capital Analysts, LLC 0.00% of their portfolio | 2.8k $56.0k | New |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 2.6k $52.4k | Added +1.5k |
| UBS Group AG 0.00% of their portfolio | 2.2k $44.5k | New |
| ALBION FINANCIAL GROUP /UT 0.00% of their portfolio | 1.2k $24.1k | New |
| PRINCIPAL SECURITIES, INC. 0.00% of their portfolio | 300 $6.0k | Unchanged |