FIRST TR EXCHNG TRADED FD VI XOCT
FT VEST U.S · ETP · CUSIP 33740F367
* 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 ≈ $33.41.
Trends to Q2 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q4 2023 | 18 |
| Q1 2024 | 22 |
| Q2 2024 | 23 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2024 | 14 | 7 |
| Q2 2024 | 9 | 14 |
Biggest buyers
| ENVESTNET ASSET MANAGEMENT INC | New | +105.3k |
| LPL Financial LLC | Added | +79.4k |
| Cetera Investment Advisers | Added | +66.6k |
| CreativeOne Wealth, LLC | New | +33.3k |
| Sage Capital Advisors,llc | New | +19.0k |
| Atria Investments, Inc | New | +15.6k |
| Americana Partners, LLC | Added | +10.9k |
| UBS Group AG | Added | +1.6k |
| ROYAL BANK OF CANADA | New | +99 |
Biggest sellers
| OSAIC HOLDINGS, INC. | Reduced | -77.7k |
| Kestra Advisory Services, LLC | Reduced | -17.7k |
| OLD MISSION CAPITAL LLC | Sold out | -15.2k |
| LINCOLN NATIONAL CORP | Sold out | -7.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold out | -6.4k |
| Objectivity Squared, LLC | Reduced | -5.1k |
| Bullseye Investment Management, LLC | Reduced | -4.0k |
| CITADEL ADVISORS LLC | Reduced | -4.0k |
| Financial Gravity Asset Management, Inc. | Sold out | -2.0k |
| CORRADO ADVISORS, LLC | Reduced | -1.2k |
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: FIRST TRUST PORTFOLIOS LP (4.0%, 2026-10-07)
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| Objectivity Squared, LLC 11.97% of their portfolio | 467.5k $15.7m | Reduced -5.1k |
| Americana Partners, LLC 1.22% of their portfolio | 464.3k $15.5m | Added +10.9k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 105.3k $3.5m | New |
| Cetera Investment Advisers 0.01% of their portfolio | 100.4k $3.4m | Added +66.6k |
| LPL Financial LLC 0.00% of their portfolio | 87.9k $2.9m | Added +79.4k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 76.8k $2.6m | Reduced -975 |
| Kestra Advisory Services, LLC 0.01% of their portfolio | 61.1k $2.0m | Reduced -17.7k |
| CORRADO ADVISORS, LLC 1.05% of their portfolio | 48.7k $1.6m | Reduced -1.2k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 46.0k $1.5m | Reduced -77.7k |
| CreativeOne Wealth, LLC 0.06% of their portfolio | 33.3k $1.1m | New |
| Bullseye Investment Management, LLC 0.49% of their portfolio | 22.3k $748.2k | Reduced -4.0k |
| Sage Capital Advisors,llc 0.18% of their portfolio | 19.0k $634.0k | New |
| Atria Investments, Inc 0.01% of their portfolio | 15.6k $521.5k | New |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 14.9k $497.2k | Reduced -4.0k |
| HBK Sorce Advisory LLC 0.01% of their portfolio | 8.8k $292.8k | Reduced -577 |
| UPTICK PARTNERS, LLC 0.18% of their portfolio | 7.3k $238.5k | Unchanged |
| Arlington Capital Management, Inc. 0.18% of their portfolio | 6.1k $202.3k | Reduced -251 |
| UBS Group AG 0.00% of their portfolio | 1.6k $54.5k | Added +1.6k |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 1.2k $40.1k | Unchanged |
| DHJJ Financial Advisors, Ltd. 0.01% of their portfolio | 660 $22.0k | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 606 $20.2k | Reduced -30 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 518 $17.3k | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 99 $3.0k | New |