FIRST TR EXCHNG TRADED FD VI DJUN
FT VEST US EQT · ETP · CUSIP 33740F714
43
institutional holders
-1 vs Q3 2022
920.0k
shares reported held*
$29.7mreported value*
8 new
11 added
12 reduced
7 sold out
net bought ≈ $749.6k (+23.2k 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 ≈ $32.32.
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 44 |
| Q4 2022 | 43 |
Biggest buyers
| Ignite Planners, LLC | New | +27.8k |
| OLD MISSION CAPITAL LLC | New | +14.7k |
| Apollon Wealth Management, LLC | Added | +10.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | +10.0k |
| NewEdge Advisors, LLC | New | +9.4k |
| Cetera Advisor Networks LLC | New | +7.5k |
| Ameritas Advisory Services, LLC | Added | +6.9k |
| OSAIC HOLDINGS, INC. | Added | +6.6k |
| CreativeOne Wealth, LLC | Added | +6.5k |
| MONEY CONCEPTS CAPITAL CORP | New | +6.4k |
Biggest sellers
| MRA Advisory Group | Reduced | -21.2k |
| GeoWealth Management, LLC | Sold out | -19.2k |
| TRUSTCORE FINANCIAL SERVICES, LLC | Sold out | -9.5k |
| COMMONWEALTH EQUITY SERVICES, LLC | Reduced | -9.5k |
| WOLVERINE TRADING, LLC | Reduced | -7.8k |
| Triumph Capital Management | Sold out | -6.6k |
| Cetera Advisors LLC | Reduced | -4.6k |
| Sunbelt Securities, Inc. | Reduced | -4.5k |
| AlphaMark Advisors, LLC | Sold out | -4.1k |
| WEALTHSOURCE PARTNERS, LLC | Reduced | -2.6k |
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 -4.3 pts · filed 2026-07-22 | 48.8% |
Holders, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| OSAIC HOLDINGS, INC. 0.01% of their portfolio | 94.8k $3.1m | Added +6.6k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio | 91.3k $3.0m | Reduced -9.5k |
| HARBOUR INVESTMENTS, INC. 0.15% of their portfolio | 74.4k $2.4m | Added +59 |
| CreativeOne Wealth, LLC 0.10% of their portfolio | 55.1k $1.8m | Added +6.5k |
| Tanglewood Legacy Advisors, LLC 1.13% of their portfolio | 49.2k $1.6m | First filing |
| Cetera Advisors LLC 0.03% of their portfolio | 43.9k $1.4m | Reduced -4.6k |
| Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio | 35.3k $1.1m | Reduced -672 |
| Cetera Investment Advisers 0.01% of their portfolio | 30.7k $991.9k | Added +868 |
| WEALTHSOURCE PARTNERS, LLC 0.07% of their portfolio | 28.9k $933.5k | Reduced -2.6k |
| Ignite Planners, LLC 0.39% of their portfolio | 27.8k $935.3k | New |
| AE Wealth Management LLC 0.01% of their portfolio | 27.2k $880.1k | Added +1.4k |
| EPG Wealth Management LLC 0.31% of their portfolio | 25.2k $813.5k | Unchanged |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 24.3k $786.4k | Added +4.5k |
| Sunbelt Securities, Inc. 0.14% of their portfolio | 21.8k $704.0k | Reduced -4.5k |
| Ameritas Advisory Services, LLC 0.03% of their portfolio | 20.9k $675.1k | Added +6.9k |
| Apollon Wealth Management, LLC 0.05% of their portfolio | 19.7k $637.7k | Added +10.9k |
| Sage Capital Advisors,llc 0.25% of their portfolio | 17.8k $574.8k | Reduced -1.5k |
| IFP Advisors, Inc 0.01% of their portfolio | 17.4k $530.0k | Reduced -2.5k |
| MRA Advisory Group 0.43% of their portfolio | 17.0k $549.5k | Reduced -21.2k |
| OLD MISSION CAPITAL LLC 0.02% of their portfolio | 14.7k $473.8k | New |
| Atria Wealth Solutions, Inc. 0.01% of their portfolio | 14.4k $464.6k | Reduced -355 |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 14.0k $451.3k | Added +2.4k |
| FSB PREMIER WEALTH MANAGEMENT, INC. 0.24% of their portfolio | 13.4k $434.0k | Unchanged |
| Strategic Blueprint, LLC 0.05% of their portfolio | 13.3k $428.9k | Reduced -1.3k |
| Hartford Financial Management Inc. 0.10% of their portfolio | 11.4k $369.9k | Unchanged |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 11.0k $353.9k | Added +1.0k |
| 1ST SOURCE BANK 0.02% of their portfolio | 10.7k $344.6k | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 10.0k $321.8k | New |
| NewEdge Advisors, LLC 0.01% of their portfolio | 9.4k $303.3k | New |
| Sovereign Financial Group, Inc. 0.12% of their portfolio | 9.4k $303.1k | Added +433 |
| WOLVERINE TRADING, LLC 0.00% of their portfolio | 8.8k $284.0k | Reduced -7.8k |
| Integrity Financial Corp /WA 0.24% of their portfolio | 7.8k $252.5k | Unchanged |
| Cetera Advisor Networks LLC 0.00% of their portfolio | 7.5k $241.3k | New |
| Main Street Financial Solutions, LLC 0.04% of their portfolio | 7.4k $239.0k | Unchanged |
| LVZ, Inc. 0.03% of their portfolio | 6.8k $219.0k | Unchanged |
| ARBOR CAPITAL MANAGEMENT INC /ADV 0.19% of their portfolio | 6.7k $214.8k | Unchanged |
| MONEY CONCEPTS CAPITAL CORP 0.01% of their portfolio | 6.4k $206.9k | New |
| City State Bank 0.12% of their portfolio | 6.2k $199.0k | Reduced -1.8k |
| UBS Group AG 0.00% of their portfolio | 4.0k $129.3k | New |
| Glen Eagle Advisors, LLC 0.02% of their portfolio | 2.0k $64.6k | Unchanged |
| Archer Investment Corp 0.01% of their portfolio | 1.0k $33.8k | Unchanged |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 600 $19.4k | Unchanged |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.00% of their portfolio | 500 $16.2k | New |