FIRST TR EXCHNG TRADED FD VI DJUL
FT VEST US EQT · ETP · CUSIP 33740F698
50
institutional holders
+8 vs Q3 2022
1.7m
shares reported held*
$54.0mreported value*
13 new
9 added
10 reduced
4 sold out
net bought ≈ $9.6m (+310.2k 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 ≈ $30.93.
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 42 |
| Q4 2022 | 50 |
Biggest buyers
| HighTower Advisors, LLC | New | +303.9k |
| AE Wealth Management LLC | Added | +282.4k |
| Ignite Planners, LLC | New | +36.3k |
| Outlook Wealth Advisors, LLC | New | +35.3k |
| CITADEL ADVISORS LLC | New | +21.2k |
| Claro Advisors Inc. | New | +13.3k |
| Ameritas Advisory Services, LLC | Added | +10.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | +10.4k |
| HARBOUR INVESTMENTS, INC. | Added | +10.0k |
| WOLVERINE TRADING, LLC | New | +8.3k |
Biggest sellers
| Cambridge Investment Research Advisors, Inc. | Reduced | -278.1k |
| OSAIC HOLDINGS, INC. | Reduced | -44.2k |
| CreativeOne Wealth, LLC | Sold out | -42.7k |
| ENVESTNET ASSET MANAGEMENT INC | Reduced | -41.9k |
| Sage Capital Advisors,llc | Sold out | -20.0k |
| GeoWealth Management, LLC | Sold out | -18.4k |
| Kestra Advisory Services, LLC | Sold out | -6.8k |
| Cetera Advisors LLC | Reduced | -5.9k |
| Cetera Investment Advisers | Reduced | -3.3k |
| UBS Group AG | Reduced | -1.1k |
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 -2.7 pts · filed 2026-10-22 | 36.6% |
Holders, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| AE Wealth Management LLC 0.13% of their portfolio | 576.3k $17.8m | Added +282.4k |
| HighTower Advisors, LLC 0.02% of their portfolio | 303.9k $9.4m | New |
| SMART Wealth LLC 2.75% of their portfolio | 118.2k $3.7m | First filing |
| OSAIC HOLDINGS, INC. 0.01% of their portfolio | 109.0k $3.4m | Reduced -44.2k |
| Cetera Investment Advisers 0.02% of their portfolio | 67.3k $2.1m | Reduced -3.3k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 65.0k $2.0m | Added +6.0k |
| Ameritas Advisory Services, LLC 0.06% of their portfolio | 40.6k $1.3m | Added +10.8k |
| Ignite Planners, LLC 0.49% of their portfolio | 36.3k $1.2m | New |
| Outlook Wealth Advisors, LLC 0.52% of their portfolio | 35.3k $1.1m | New |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 28.7k $887.0k | Reduced -278.1k |
| IFP Advisors, Inc 0.02% of their portfolio | 26.0k $790.0k | Reduced -34 |
| HARBOUR INVESTMENTS, INC. 0.05% of their portfolio | 25.1k $774.3k | Added +10.0k |
| Cetera Advisors LLC 0.01% of their portfolio | 24.1k $745.6k | Reduced -5.9k |
| Clear Creek Financial Management, LLC 0.16% of their portfolio | 23.6k $728.6k | Added +5 |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 21.2k $654.2k | New |
| Strategic Blueprint, LLC 0.06% of their portfolio | 17.0k $525.0k | Reduced -300 |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 16.2k $500.1k | Reduced -41.9k |
| Cypress Wealth Services, LLC 0.15% of their portfolio | 15.2k $468.7k | Unchanged |
| Steward Partners Investment Advisory, LLC 0.01% of their portfolio | 15.0k $463.7k | Added +7.8k |
| Claro Advisors Inc. 0.13% of their portfolio | 13.3k $412.3k | New |
| Kovack Advisors, Inc. 0.05% of their portfolio | 12.0k $370.9k | Unchanged |
| Echo Wealth Management, LLC 0.39% of their portfolio | 11.5k $362.8k | Added +4.0k |
| Meridian Wealth Management, LLC 0.03% of their portfolio | 11.4k $353.3k | Reduced -824 |
| SILVER OAK SECURITIES, INCORPORATED 0.07% of their portfolio | 11.3k $349.0k | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 10.4k $320.5k | New |
| Main Street Financial Solutions, LLC 0.05% of their portfolio | 10.0k $309.0k | Unchanged |
| B. Riley Wealth Advisors, Inc. 0.01% of their portfolio | 8.8k $270.5k | Reduced -231 |
| WMG Financial Advisors, LLC 0.22% of their portfolio | 8.3k $257.3k | Unchanged |
| WOLVERINE TRADING, LLC 0.00% of their portfolio | 8.3k $256.0k | New |
| 1ST SOURCE BANK 0.02% of their portfolio | 8.2k $254.3k | Unchanged |
| Cetera Advisor Networks LLC 0.00% of their portfolio | 8.0k $248.1k | Added +884 |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 7.8k $241.7k | New |
| Truadvice, LLC 0.13% of their portfolio | 7.8k $246.3k | Unchanged |
| EPG Wealth Management LLC 0.09% of their portfolio | 7.7k $238.0k | Unchanged |
| ARBOR CAPITAL MANAGEMENT INC /ADV 0.20% of their portfolio | 7.1k $219.3k | Unchanged |
| McKinley Carter Wealth Services, Inc. 0.02% of their portfolio | 6.9k $213.8k | New |
| Tanglewood Legacy Advisors, LLC 0.14% of their portfolio | 6.2k $190.5k | First filing |
| NewEdge Advisors, LLC 0.00% of their portfolio | 5.2k $161.0k | New |
| Integrity Financial Corp /WA 0.11% of their portfolio | 3.6k $110.5k | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 2.3k $71.0k | New |
| UBS Group AG 0.00% of their portfolio | 1.9k $59.3k | Reduced -1.1k |
| MONEY CONCEPTS CAPITAL CORP 0.00% of their portfolio | 1.2k $36.5k | Added +1.0k |
| BENJAMIN F. EDWARDS & COMPANY, INC. 0.00% of their portfolio | 855 $26.0k | Unchanged |
| Glen Eagle Advisors, LLC 0.01% of their portfolio | 700 $21.6k | Unchanged |
| CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio | 681 $21.1k | Unchanged |
| HHM Wealth Advisors, LLC 0.00% of their portfolio | 605 $18.7k | Unchanged |
| SOA Wealth Advisors, LLC. 0.00% of their portfolio | 315 $9.7k | Unchanged |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.00% of their portfolio | 100 $3.1k | New |
| Accurate Wealth Management, LLC 0.00% of their portfolio | 100 $3.1k | New |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |