FIRST TR EXCHNG TRADED FD VI SAUG
FT VEST U.S · ETP · CUSIP 33740F417
32
institutional holders
-1 vs Q4 2023
1.2m
shares reported held*
$25.6mreported value*
6 new
11 added
6 reduced
6 sold out
net sold ≈ $794.8k (-36.3k 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 ≈ $21.92.
Trends to Q1 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2023 | 17 |
| Q4 2023 | 33 |
| Q1 2024 | 32 |
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 |
|---|---|---|
| Q4 2023 | 25 | 6 |
| Q1 2024 | 17 | 12 |
Biggest buyers
| ENVESTNET ASSET MANAGEMENT INC | Added | +42.3k |
| TRUIST FINANCIAL CORP | Added | +42.0k |
| Raymond James Financial Services Advisors, Inc. | New | +40.2k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | +30.2k |
| Cetera Investment Advisers | Added | +29.3k |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | New | +25.0k |
| Trek Financial, LLC | Added | +23.1k |
| OSAIC HOLDINGS, INC. | Added | +22.8k |
| OLD MISSION CAPITAL LLC | New | +18.0k |
| Envestnet Portfolio Solutions, Inc. | Added | +5.6k |
Biggest sellers
| AE Wealth Management LLC | Sold out | -230.7k |
| Capital CS Group, LLC | Sold out | -40.5k |
| JANE STREET GROUP, LLC | Sold out | -11.5k |
| Cetera Advisors LLC | Sold out | -11.0k |
| Cetera Advisor Networks LLC | Sold out | -10.5k |
| NewEdge Advisors, LLC | Reduced | -10.4k |
| AXXCESS WEALTH MANAGEMENT, LLC | Sold out | -10.2k |
| STEPHENS INC /AR/ | Reduced | -4.0k |
| Kestra Advisory Services, LLC | Reduced | -1.6k |
| Steward Partners Investment Advisory, LLC | Reduced | -1.0k |
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, Q1 2024
| Manager | Shares | Change |
|---|---|---|
| NewEdge Advisors, LLC 0.04% of their portfolio | 199.6k $4.4m | Reduced -10.4k |
| STEPHENS INC /AR/ 0.04% of their portfolio | 108.6k $2.4m | Reduced -4.0k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 100.1k $2.2m | Added +42.3k |
| INDEPENDENT FINANCIAL GROUP, LLC 0.09% of their portfolio | 93.0k $2.0m | Unchanged |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 88.2k $1.9m | Added +42.0k |
| Cetera Investment Advisers 0.00% of their portfolio | 81.4k $1.8m | Added +29.3k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 80.7k $1.8m | Added +22.8k |
| Trek Financial, LLC 0.08% of their portfolio | 46.0k $1.0m | Added +23.1k |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 40.2k $881.2k | New |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 31.4k $687.0k | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 30.2k $662.6k | New |
| NorthCrest Asset Manangement, LLC 0.02% of their portfolio | 26.7k $584.4k | Unchanged |
| Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio | 25.9k $568.6k | Added +5.6k |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.02% of their portfolio | 25.0k $546.9k | New |
| Summit Wealth Partners, LLC 0.11% of their portfolio | 24.2k $530.2k | Reduced -500 |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 19.4k $426.3k | Reduced -1.6k |
| Atria Wealth Solutions, Inc. 0.00% of their portfolio | 18.5k $406.1k | Added +5.6k |
| OLD MISSION CAPITAL LLC 0.01% of their portfolio | 18.0k $394.6k | New |
| Prospera Financial Services Inc 0.01% of their portfolio | 16.9k $371.3k | Reduced -152 |
| Jaffetilchin Investment Partners, LLC 0.03% of their portfolio | 15.5k $339.8k | Unchanged |
| SECURED RETIREMENT ADVISORS, LLC 0.28% of their portfolio | 15.2k $334.0k | Added +2.7k |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.02% of their portfolio | 12.4k $270.9k | Unchanged |
| Presidio Capital Management, LLC 0.16% of their portfolio | 10.2k $222.8k | Unchanged |
| Capital Analysts, LLC 0.01% of their portfolio | 9.9k $217.0k | Unchanged |
| Ameritas Investment Partners, Inc. 0.01% of their portfolio | 8.9k $196.0k | Added +4.4k |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 8.5k $186.1k | Reduced -1.0k |
| DHJJ Financial Advisors, Ltd. 0.05% of their portfolio | 5.0k $109.8k | Added +545 |
| Sunbelt Securities, Inc. 0.01% of their portfolio | 2.6k $57.0k | New |
| Capital Investment Advisory Services, LLC 0.00% of their portfolio | 1.9k $40.9k | Added +956 |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 1.3k $28.3k | Unchanged |
| SOA Wealth Advisors, LLC. 0.00% of their portfolio | 1.0k $22.5k | Unchanged |
| UBS Group AG 0.00% of their portfolio | 429 $9.4k | New |