FIRST TR EXCHNG TRADED FD VI XJAN
FT VEST US EQT E · ETP · CUSIP 33740F318
35
institutional holders
+0 vs Q2 2024
1.2m
shares reported held*
$41.3mreported value*
6 new
6 added
14 reduced
6 sold out
net sold ≈ $6.8m (-203.6k 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 ≈ $33.16.
Trends to Q3 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q1 2024 | 29 |
| Q2 2024 | 35 |
| Q3 2024 | 35 |
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 |
|---|---|---|
| Q2 2024 | 15 | 14 |
| Q3 2024 | 12 | 20 |
Biggest buyers
| ENVESTNET ASSET MANAGEMENT INC | Added | +157.0k |
| Cetera Investment Advisers | Added | +29.4k |
| CreativeOne Wealth, LLC | New | +26.4k |
| Sage Capital Advisors,llc | New | +17.9k |
| Atria Investments, Inc | New | +15.2k |
| Sequent Planning LLC | Added | +10.4k |
| Envestnet Portfolio Solutions, Inc. | New | +7.2k |
| VestGen Investment Management | New | +6.1k |
| UBS Group AG | Added | +4.4k |
| U.S. Capital Wealth Advisors, LLC | Added | +4.0k |
Biggest sellers
| SMART Wealth LLC | Sold out | -204.8k |
| B. Riley Wealth Advisors, Inc. | Sold out | -80.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -51.3k |
| MML INVESTORS SERVICES, LLC | Reduced | -41.1k |
| OLD MISSION CAPITAL LLC | Reduced | -33.8k |
| OSAIC HOLDINGS, INC. | Reduced | -19.5k |
| JANE STREET GROUP, LLC | Sold out | -12.3k |
| SECURED RETIREMENT ADVISORS, LLC | Sold out | -10.3k |
| Optivise Advisory Services LLC | Sold out | -10.2k |
| CITADEL ADVISORS LLC | Sold out | -9.7k |
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 +33.2 pts · filed 2026-10-07 | 35.1% |
Holders, Q3 2024
| Manager | Shares | Change |
|---|---|---|
| Sequent Planning LLC 2.91% of their portfolio | 254.4k $8.4m | Added +10.4k |
| U.S. Capital Wealth Advisors, LLC 0.24% of their portfolio | 203.6k $6.8m | Added +4.0k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 170.9k $5.7m | Added +157.0k |
| Cetera Investment Advisers 0.01% of their portfolio | 128.5k $4.3m | Added +29.4k |
| KRAEMATON INVESTMENT ADVISORS, INC 2.45% of their portfolio | 75.2k $2.5m | Reduced -1.0k |
| Arkadios Wealth Advisors 0.14% of their portfolio | 72.7k $2.4m | Reduced -3.0k |
| Advisory Services Network, LLC 0.02% of their portfolio | 36.1k $1.2m | Unchanged |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 33.5k $1.1m | Reduced -19.5k |
| CreativeOne Wealth, LLC 0.03% of their portfolio | 26.4k $877.1k | New |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 21.3k $707.9k | Added +986 |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 18.7k $622.0k | Reduced -2.5k |
| Sage Capital Advisors,llc 0.16% of their portfolio | 17.9k $595.3k | New |
| Sigma Planning Corp 0.02% of their portfolio | 16.0k $531.8k | Unchanged |
| Crown Wealth Group, LLC 0.23% of their portfolio | 15.9k $526.2k | Unchanged |
| Bouchey Financial Group, Ltd. 0.05% of their portfolio | 15.6k $517.8k | Reduced -62 |
| OLD MISSION CAPITAL LLC 0.01% of their portfolio | 15.5k $514.9k | Reduced -33.8k |
| Atria Investments, Inc 0.01% of their portfolio | 15.2k $503.2k | New |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.02% of their portfolio | 14.9k $495.3k | Reduced -844 |
| HARBOUR INVESTMENTS, INC. 0.01% of their portfolio | 14.3k $474.3k | Reduced -649 |
| Orion Porfolio Solutions, LLC 0.00% of their portfolio | 13.9k $461.1k | Reduced -580 |
| Orion Portfolio Solutions, LLC 0.00% of their portfolio | 13.9k $461.1k | Reduced -580 |
| MML INVESTORS SERVICES, LLC 0.00% of their portfolio | 12.9k $430.0k | Reduced -41.1k |
| Foundations Investment Advisors, LLC 0.01% of their portfolio | 7.4k $245.1k | Unchanged |
| Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio | 7.2k $238.2k | New |
| VestGen Investment Management 0.06% of their portfolio | 6.1k $203.8k | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 6.0k $200.4k | Reduced -51.3k |
| UBS Group AG 0.00% of their portfolio | 4.4k $146.6k | Added +4.4k |
| Integrity Financial Corp /WA 0.06% of their portfolio | 2.9k $96.0k | Unchanged |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 2.4k $79.6k | Reduced -300 |
| Capital Investment Advisory Services, LLC 0.00% of their portfolio | 1.2k $38.8k | Unchanged |
| PFS Partners, LLC 0.02% of their portfolio | 1.2k $38.4k | Reduced -16 |
| DHJJ Financial Advisors, Ltd. 0.00% of their portfolio | 230 $7.6k | Unchanged |
| PRINCIPAL SECURITIES, INC. 0.00% of their portfolio | 80 $2.7k | Unchanged |
| BARCLAYS PLC 0.00% of their portfolio | 30 $995 | New |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |