FIRST TR EXCHNG TRADED FD VI SAUG
FT VEST U.S · ETP · CUSIP 33740F417
33
institutional holders
+16 vs Q3 2023
1.2m
shares reported held*
$25.8mreported value*
17 new
8 added
4 reduced
2 sold out
net bought ≈ $14.8m (+696.1k 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 ≈ $21.09.
Trends to Q4 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2023 | 17 |
| Q4 2023 | 33 |
Biggest buyers
| AE Wealth Management LLC | New | +230.7k |
| NewEdge Advisors, LLC | Added | +197.3k |
| TRUIST FINANCIAL CORP | New | +46.2k |
| Capital CS Group, LLC | New | +40.5k |
| ENVESTNET ASSET MANAGEMENT INC | Added | +40.1k |
| COMMONWEALTH EQUITY SERVICES, LLC | New | +31.4k |
| Summit Wealth Partners, LLC | New | +24.7k |
| OSAIC HOLDINGS, INC. | Added | +23.0k |
| Trek Financial, LLC | New | +22.9k |
| Envestnet Portfolio Solutions, Inc. | New | +20.3k |
Biggest sellers
| OLD MISSION CAPITAL LLC | Sold out | -22.6k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold out | -20.4k |
| JANE STREET GROUP, LLC | Reduced | -15.4k |
| Jaffetilchin Investment Partners, LLC | Reduced | -6.0k |
| INDEPENDENT FINANCIAL GROUP, LLC | Reduced | -3.8k |
| NorthCrest Asset Manangement, LLC | Reduced | -390 |
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 +4.2 pts · filed 2026-07-22 | 40.7% |
Holders, Q4 2023
| Manager | Shares | Change |
|---|---|---|
| AE Wealth Management LLC 0.02% of their portfolio | 230.7k $4.8m | New |
| NewEdge Advisors, LLC 0.04% of their portfolio | 210.0k $4.4m | Added +197.3k |
| STEPHENS INC /AR/ 0.04% of their portfolio | 112.6k $2.4m | Added +12.5k |
| INDEPENDENT FINANCIAL GROUP, LLC 0.11% of their portfolio | 93.0k $2.0m | Reduced -3.8k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 58.0k $1.2m | Added +23.0k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 57.8k $1.2m | Added +40.1k |
| Cetera Investment Advisers 0.01% of their portfolio | 52.0k $1.1m | Added +1.4k |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 46.2k $917.2k | New |
| Capital CS Group, LLC 0.95% of their portfolio | 40.5k $858.7k | New |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 31.4k $666.0k | New |
| NorthCrest Asset Manangement, LLC 0.02% of their portfolio | 26.7k $565.8k | Reduced -390 |
| Summit Wealth Partners, LLC 0.12% of their portfolio | 24.7k $523.9k | New |
| Trek Financial, LLC 0.04% of their portfolio | 22.9k $485.4k | New |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 21.1k $447.2k | Added +5.0k |
| Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio | 20.3k $431.4k | New |
| WEALTHSOURCE PARTNERS, LLC 0.03% of their portfolio | 20.0k $424.4k | Unchanged |
| Prospera Financial Services Inc 0.01% of their portfolio | 17.1k $362.7k | Added +890 |
| Jaffetilchin Investment Partners, LLC 0.03% of their portfolio | 15.5k $328.9k | Reduced -6.0k |
| Atria Wealth Solutions, Inc. 0.00% of their portfolio | 13.0k $275.2k | New |
| SECURED RETIREMENT ADVISORS, LLC 0.26% of their portfolio | 12.5k $266.1k | First filing |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.02% of their portfolio | 12.4k $262.2k | Unchanged |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 11.5k $244.9k | Reduced -15.4k |
| Cetera Advisors LLC 0.00% of their portfolio | 11.0k $232.5k | New |
| Cetera Advisor Networks LLC 0.00% of their portfolio | 10.5k $223.3k | New |
| AXXCESS WEALTH MANAGEMENT, LLC 0.01% of their portfolio | 10.2k $215.7k | New |
| Presidio Capital Management, LLC 0.17% of their portfolio | 10.2k $215.7k | New |
| Capital Analysts, LLC 0.01% of their portfolio | 9.9k $210.0k | Added +745 |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 9.5k $201.3k | Unchanged |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 4.5k $96.6k | New |
| DHJJ Financial Advisors, Ltd. 0.04% of their portfolio | 4.5k $94.7k | New |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 1.3k $27.4k | New |
| SOA Wealth Advisors, LLC. 0.00% of their portfolio | 1.0k $21.8k | New |
| Capital Investment Advisory Services, LLC 0.00% of their portfolio | 911 $19.3k | New |