FIRST TR EXCHNG TRADED FD VI SMAY
FT VEST U.S · ETP · CUSIP 33740F466
44
institutional holders
+17 vs Q1 2024
1.6m
shares reported held*
$38.4mreported value*
22 new
16 added
3 reduced
5 sold out
net bought ≈ $23.0m (+987.0k 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 ≈ $23.33.
Trends to Q2 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q2 2023 | 15 |
| Q3 2023 | 25 |
| Q4 2023 | 28 |
| Q1 2024 | 27 |
| Q2 2024 | 44 |
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 |
|---|---|---|
| Q3 2023 | 21 | 2 |
| Q4 2023 | 12 | 14 |
| Q1 2024 | 6 | 14 |
| Q2 2024 | 38 | 8 |
Biggest buyers
| Prospera Financial Services Inc | New | +217.0k |
| STEPHENS INC /AR/ | New | +122.6k |
| EWG Elevate Inc. | New | +101.5k |
| MML INVESTORS SERVICES, LLC | New | +65.0k |
| Cetera Investment Advisers | Added | +61.8k |
| Donald L. Hagan, LLC | New | +61.1k |
| Atria Wealth Solutions, Inc. | Added | +47.3k |
| Jaffetilchin Investment Partners, LLC | Added | +39.0k |
| NorthCrest Asset Manangement, LLC | New | +34.9k |
| JANE STREET GROUP, LLC | New | +34.5k |
Biggest sellers
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold out | -35.8k |
| OLD MISSION CAPITAL LLC | Sold out | -26.9k |
| Insight Advisors, LLC/ PA | Reduced | -11.9k |
| Ignite Planners, LLC | Sold out | -10.8k |
| TRUIST FINANCIAL CORP | Sold out | -9.5k |
| ALTFEST L J & CO INC | Sold out | -8.9k |
| First Heartland Consultants, Inc. | Reduced | -213 |
| CITADEL ADVISORS LLC | Reduced | -17 |
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 +2.9 pts · filed 2026-10-22 | 44.7% |
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| OSAIC HOLDINGS, INC. 0.01% of their portfolio | 242.4k $5.7m | Added +27.2k |
| Prospera Financial Services Inc 0.14% of their portfolio | 217.0k $5.1m | New |
| Cetera Investment Advisers 0.01% of their portfolio | 158.8k $3.7m | Added +61.8k |
| STEPHENS INC /AR/ 0.04% of their portfolio | 122.6k $2.9m | New |
| EWG Elevate Inc. 0.86% of their portfolio | 101.5k $2.4m | New |
| Jaffetilchin Investment Partners, LLC 0.14% of their portfolio | 71.5k $1.7m | Added +39.0k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 66.3k $1.5m | Added +22.1k |
| MML INVESTORS SERVICES, LLC 0.01% of their portfolio | 65.0k $1.5m | New |
| Atria Wealth Solutions, Inc. 0.02% of their portfolio | 63.1k $1.5m | Added +47.3k |
| Donald L. Hagan, LLC 0.76% of their portfolio | 61.1k $1.4m | New |
| LPL Financial LLC 0.00% of their portfolio | 44.9k $1.0m | Added +5.8k |
| NorthCrest Asset Manangement, LLC 0.03% of their portfolio | 34.9k $813.9k | New |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 34.5k $804.6k | New |
| Encompass More Asset Management 0.51% of their portfolio | 30.5k $712.1k | New |
| FSB PREMIER WEALTH MANAGEMENT, INC. 0.31% of their portfolio | 29.9k $697.3k | New |
| Insight Advisors, LLC/ PA 0.13% of their portfolio | 29.6k $691.7k | Reduced -11.9k |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 29.1k $679.0k | New |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 27.7k $645.1k | Added +15.4k |
| StoneX Group Inc. 0.04% of their portfolio | 20.7k $482.1k | New |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 19.0k $444.0k | Reduced -17 |
| Foguth Wealth Management, LLC. 0.19% of their portfolio | 18.8k $438.4k | New |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 17.7k $412.7k | New |
| Avidian Wealth Enterprises, LLC 0.02% of their portfolio | 15.9k $370.5k | New |
| NewEdge Advisors, LLC 0.00% of their portfolio | 15.3k $356.9k | Added +2.5k |
| Mariner, LLC 0.00% of their portfolio | 14.6k $339.5k | New |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 13.8k $322.0k | New |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 13.2k $309.1k | Added +2.6k |
| Fragasso Financial Advisors Inc 0.02% of their portfolio | 12.9k $301.3k | New |
| First Heartland Consultants, Inc. 0.02% of their portfolio | 9.6k $224.0k | Reduced -213 |
| Bullseye Investment Management, LLC 0.13% of their portfolio | 8.5k $202.1k | New |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.01% of their portfolio | 7.1k $166.1k | Added +6.5k |
| SOA Wealth Advisors, LLC. 0.02% of their portfolio | 4.8k $112.0k | New |
| LANARK FINANCIAL, INC. 0.01% of their portfolio | 4.3k $100.0k | Added +863 |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 3.6k $84.9k | Added +1.2k |
| DHJJ Financial Advisors, Ltd. 0.04% of their portfolio | 3.6k $84.3k | Added +1.6k |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.02% of their portfolio | 3.1k $72.8k | Unchanged |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 2.2k $52.5k | Unchanged |
| Capital Analysts, LLC 0.00% of their portfolio | 1.6k $38.0k | Added +856 |
| PRINCIPAL SECURITIES, INC. 0.00% of their portfolio | 1.5k $35.2k | Added +1.2k |
| Triad Wealth Partners, LLC 0.01% of their portfolio | 935 $21.8k | New |
| CWM, LLC 0.00% of their portfolio | 239 $6.0k | Unchanged |
| Ashton Thomas Private Wealth, LLC 0.00% of their portfolio | 232 $5.4k | New |
| PSI Advisors, LLC 0.00% of their portfolio | 217 $5.1k | New |
| UBS Group AG 0.00% of their portfolio | 25 $583 | Added +20 |