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 ≈ $33.91.
Trends to Q3 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q4 2023 | 18 |
| Q1 2024 | 22 |
| Q2 2024 | 23 |
| Q3 2024 | 21 |
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 |
| Q3 2024 | 10 | 16 |
Biggest buyers
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | +29.5k |
| GOLDMAN SACHS GROUP INC | New | +22.0k |
| OLD MISSION CAPITAL LLC | New | +16.3k |
| JANE STREET GROUP, LLC | New | +13.8k |
| Bullseye Investment Management, LLC | Added | +10.9k |
| Innova Wealth Partners | New | +6.9k |
| UBS Group AG | Added | +4.5k |
| Kestra Advisory Services, LLC | Added | +2.2k |
| BARCLAYS PLC | New | +1.2k |
| Arlington Capital Management, Inc. | Added | +874 |
Biggest sellers
| Americana Partners, LLC | Sold out | -464.3k |
| ENVESTNET ASSET MANAGEMENT INC | Sold out | -105.3k |
| Cetera Investment Advisers | Reduced | -88.1k |
| LPL Financial LLC | Reduced | -68.3k |
| CreativeOne Wealth, LLC | Sold out | -33.3k |
| Sage Capital Advisors,llc | Sold out | -19.0k |
| Atria Investments, Inc | Sold out | -15.6k |
| OSAIC HOLDINGS, INC. | Reduced | -13.3k |
| UPTICK PARTNERS, LLC | Sold out | -7.3k |
| CITADEL ADVISORS LLC | Reduced | -6.2k |
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, Q3 2024
| Manager | Shares | Change |
|---|---|---|
| Objectivity Squared, LLC 11.02% of their portfolio | 467.1k $15.8m | Reduced -391 |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 75.0k $2.5m | Reduced -1.8k |
| Kestra Advisory Services, LLC 0.01% of their portfolio | 63.3k $2.1m | Added +2.2k |
| CORRADO ADVISORS, LLC 1.01% of their portfolio | 47.5k $1.6m | Reduced -1.2k |
| Bullseye Investment Management, LLC 0.66% of their portfolio | 33.1k $1.1m | Added +10.9k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 32.7k $1.1m | Reduced -13.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 29.5k $999.5k | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 22.0k $746.0k | New |
| LPL Financial LLC 0.00% of their portfolio | 19.6k $664.6k | Reduced -68.3k |
| OLD MISSION CAPITAL LLC 0.01% of their portfolio | 16.3k $551.7k | New |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 13.8k $466.1k | New |
| Cetera Investment Advisers 0.00% of their portfolio | 12.3k $416.6k | Reduced -88.1k |
| HBK Sorce Advisory LLC 0.01% of their portfolio | 8.8k $297.1k | Unchanged |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 8.7k $295.3k | Reduced -6.2k |
| Arlington Capital Management, Inc. 0.19% of their portfolio | 6.9k $234.9k | Added +874 |
| Innova Wealth Partners 0.19% of their portfolio | 6.9k $234.9k | New |
| UBS Group AG 0.00% of their portfolio | 6.1k $208.3k | Added +4.5k |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 1.2k $40.6k | Unchanged |
| BARCLAYS PLC 0.00% of their portfolio | 1.2k $39.7k | New |
| DHJJ Financial Advisors, Ltd. 0.01% of their portfolio | 660 $22.4k | Unchanged |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 357 $12.1k | Reduced -161 |