FIRST TR EXCHNG TRADED FD VI DOCT
FT VEST UQ EQT · ETP · CUSIP 33740F672
29
institutional holders
1.9m
shares reported held*
$56.8mreported value*
* 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 ($1.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $30.45.
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 +4.0 pts · filed 2026-10-22 | 44.9% |
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio | 402.4k $12.3m | — |
| AE Wealth Management LLC 0.09% of their portfolio | 387.6k $11.8m | — |
| BEACON FINANCIAL GROUP 1.30% of their portfolio | 273.9k $8.3m | — |
| Mutual Advisors, LLC 0.38% of their portfolio | 243.9k $7.4m | — |
| HighTower Advisors, LLC 0.01% of their portfolio | 174.5k $5.3m | — |
| Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio | 138.0k $4.2m | — |
| American Portfolios Advisors 0.06% of their portfolio | 46.0k $1.4m | — |
| Lloyd Advisory Services, LLC. 0.78% of their portfolio | 34.9k $1.1m | — |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 31.8k $969.0k | — |
| 1ST SOURCE BANK 0.05% of their portfolio | 23.0k $702.0k | — |
| Cetera Advisors LLC 0.01% of their portfolio | 19.7k $600.0k | — |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 19.0k $580.0k | — |
| IFP Advisors, Inc 0.01% of their portfolio | 17.1k $509.0k | — |
| McKinley Carter Wealth Services, Inc. 0.04% of their portfolio | 13.7k $416.0k | — |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 11.8k $358.0k | — |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 11.6k $353.0k | — |
| Kingsview Wealth Management, LLC 0.02% of their portfolio | 10.9k $331.0k | — |
| Delta Investment Management, LLC 0.13% of their portfolio | 9.8k $299.0k | — |
| OLD MISSION CAPITAL LLC 0.01% of their portfolio | 8.4k $254.0k | — |
| HARBOUR INVESTMENTS, INC. 0.02% of their portfolio | 7.4k $223.0k | — |
| KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio | 7.3k $222.0k | — |
| Strategic Asset Management, LLC 0.28% of their portfolio | 5.2k $159.0k | — |
| MTM Investment Management, LLC 0.04% of their portfolio | 2.1k $64.0k | — |
| Integrity Financial Corp /WA 0.02% of their portfolio | 518 $16.0k | — |
| Capital Asset Advisory Services LLC 0.00% of their portfolio | 335 $10.0k | — |
| Sound Income Strategies, LLC 0.00% of their portfolio | 180 $5.0k | — |
| Capital Analysts, LLC 0.00% of their portfolio | 152 $5.0k | — |
| AlphaMark Advisors, LLC 0.00% of their portfolio | 150 $5.0k | — |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | — |