FIRST TR EXCHNG TRADED FD VI FDEC
FT VEST UQ EQT · ETP · CUSIP 33740U505
66
institutional holders
+9 vs Q3 2022
2.2m
shares reported held*
$69.5mreported value*
22 new
30 added
7 reduced
11 sold out
net bought ≈ $14.7m (+463.8k 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 ≈ $31.81.
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 57 |
| Q4 2022 | 66 |
Biggest buyers
| TRUIST FINANCIAL CORP | New | +251.4k |
| OSAIC HOLDINGS, INC. | Added | +144.1k |
| COMMONWEALTH EQUITY SERVICES, LLC | Added | +65.3k |
| CWM, LLC | New | +61.1k |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | New | +50.1k |
| RAYMOND JAMES & ASSOCIATES | New | +46.2k |
| Raymond James Financial Services Advisors, Inc. | Added | +45.9k |
| Kestra Advisory Services, LLC | Added | +42.4k |
| OPPENHEIMER & CO INC | New | +30.5k |
| AE Wealth Management LLC | Added | +25.7k |
Biggest sellers
| Summit Financial Wealth Advisors, LLC | Sold out | -461.3k |
| CreativeOne Wealth, LLC | Sold out | -31.7k |
| OLD MISSION CAPITAL LLC | Sold out | -31.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold out | -30.5k |
| Cambridge Investment Research Advisors, Inc. | Reduced | -26.6k |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | Sold out | -15.8k |
| WOLVERINE TRADING, LLC | Sold out | -12.6k |
| Strategic Blueprint, LLC | Reduced | -10.6k |
| Mutual Advisors, LLC | Reduced | -10.3k |
| Cedar Brook Financial Partners, LLC | Reduced | -9.1k |
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 +4.4 pts · filed 2026-10-27 | 67.7% |
Holders, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| TRUIST FINANCIAL CORP 0.01% of their portfolio | 251.4k $8.0m | New |
| OSAIC HOLDINGS, INC. 0.01% of their portfolio | 231.2k $7.3m | Added +144.1k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio | 228.5k $7.3m | Added +65.3k |
| Cetera Advisors LLC 0.08% of their portfolio | 138.5k $4.4m | Added +25.2k |
| Global Retirement Partners, LLC 0.19% of their portfolio | 89.0k $2.8m | Reduced -1.4k |
| Kestra Advisory Services, LLC 0.02% of their portfolio | 76.3k $2.4m | Added +42.4k |
| Keystone Wealth Services, LLC 1.04% of their portfolio | 75.4k $2.4m | Added +6.9k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 61.3k $1.9m | Added +23.1k |
| CWM, LLC 0.01% of their portfolio | 61.1k $1.9m | New |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 52.7k $1.7m | Added +45.9k |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 0.92% of their portfolio | 50.1k $1.6m | New |
| Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio | 48.7k $1.5m | Reduced -26.6k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 46.2k $1.5m | New |
| AE Wealth Management LLC 0.01% of their portfolio | 46.0k $1.5m | Added +25.7k |
| HARBOUR INVESTMENTS, INC. 0.08% of their portfolio | 39.2k $1.2m | Added +12.5k |
| OPPENHEIMER & CO INC 0.02% of their portfolio | 30.5k $969.6k | New |
| TRUSTCORE FINANCIAL SERVICES, LLC 0.08% of their portfolio | 29.5k $937.0k | Added +11.9k |
| McKinley Carter Wealth Services, Inc. 0.08% of their portfolio | 28.5k $905.0k | Added +13.7k |
| MML INVESTORS SERVICES, LLC 0.01% of their portfolio | 28.3k $898.0k | Added +20.6k |
| Cetera Investment Advisers 0.01% of their portfolio | 27.3k $868.3k | Added +15.7k |
| Mutual Advisors, LLC 0.04% of their portfolio | 24.9k $789.7k | Reduced -10.3k |
| Truadvice, LLC 0.42% of their portfolio | 24.3k $796.7k | Unchanged |
| Valtinson Bruner Financial Planning LLC 0.45% of their portfolio | 24.0k $778.6k | New |
| Paragon Capital Management Ltd 0.20% of their portfolio | 23.2k $737.5k | New |
| LPL Financial LLC 0.00% of their portfolio | 22.2k $706.1k | Added +14.2k |
| Mariner, LLC 0.00% of their portfolio | 19.6k $621.0k | Added +6.3k |
| Trek Financial, LLC 0.06% of their portfolio | 19.4k $616.9k | New |
| StoneX Group Inc. 0.07% of their portfolio | 18.5k $587.5k | Added +1.5k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 18.2k $578.0k | Added +93 |
| Integrity Financial Corp /WA 0.54% of their portfolio | 17.8k $565.5k | Added +10.1k |
| Steward Partners Investment Advisory, LLC 0.01% of their portfolio | 17.8k $565.1k | New |
| First Heartland Consultants, Inc. 0.08% of their portfolio | 17.2k $547.4k | Added +7.3k |
| Ameritas Advisory Services, LLC 0.02% of their portfolio | 16.9k $535.5k | Added +1.5k |
| Tanglewood Legacy Advisors, LLC 0.38% of their portfolio | 16.8k $534.0k | First filing |
| IFP Advisors, Inc 0.01% of their portfolio | 16.7k $507.0k | Added +1.5k |
| Cetera Advisor Networks LLC 0.00% of their portfolio | 16.7k $531.7k | Added +6.1k |
| Archer Investment Corp 0.20% of their portfolio | 16.4k $519.6k | Added +11.2k |
| KESTRA PRIVATE WEALTH SERVICES, LLC 0.03% of their portfolio | 15.9k $505.1k | New |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 14.3k $452.8k | Added +1.6k |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.13% of their portfolio | 12.2k $389.0k | Added +7.4k |
| Sunbelt Securities, Inc. 0.07% of their portfolio | 12.1k $382.9k | Unchanged |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 12.0k $381.0k | Added +5.2k |
| Fragasso Financial Advisors Inc 0.04% of their portfolio | 11.5k $365.4k | New |
| Cedar Brook Financial Partners, LLC 0.10% of their portfolio | 11.0k $349.8k | Reduced -9.1k |
| BANK OF THE WEST 0.04% of their portfolio | 11.0k $349.4k | New |
| WEDBUSH SECURITIES INC 0.02% of their portfolio | 9.7k $309.0k | Reduced -64 |
| 1776 Wealth LLC 0.22% of their portfolio | 9.7k $306.0k | Unchanged |
| MGO ONE SEVEN LLC 0.03% of their portfolio | 9.4k $299.7k | New |
| FLAGSTAR SECURITIES, INC 0.11% of their portfolio | 9.4k $299.2k | New |
| Pinnacle Wealth Planning Services, Inc. 0.05% of their portfolio | 9.3k $295.4k | New |
| AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio | 8.7k $277.6k | New |
| Summit Wealth Partners, LLC 0.07% of their portfolio | 7.8k $247.2k | Unchanged |
| Quantum Private Wealth, LLC 0.15% of their portfolio | 7.3k $232.4k | Added +1 |
| Strategic Blueprint, LLC 0.03% of their portfolio | 7.1k $224.0k | Reduced -10.6k |
| FSB PREMIER WEALTH MANAGEMENT, INC. 0.11% of their portfolio | 6.5k $206.2k | New |
| DHJJ Financial Advisors, Ltd. 0.16% of their portfolio | 6.4k $277.5k | New |
| SOA Wealth Advisors, LLC. 0.05% of their portfolio | 5.8k $185.1k | Added +500 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.01% of their portfolio | 4.4k $139.5k | Added +943 |
| Capital Analysts, LLC 0.01% of their portfolio | 4.2k $134.0k | Added +630 |
| Wagner Wealth Management, LLC 0.06% of their portfolio | 3.0k $95.6k | Reduced -5.5k |
| KRAEMATON INVESTMENT ADVISORS, INC 0.09% of their portfolio | 2.6k $83.4k | New |
| BENJAMIN F. EDWARDS & COMPANY, INC. 0.00% of their portfolio | 1.3k $43.0k | Unchanged |
| MONEY CONCEPTS CAPITAL CORP 0.00% of their portfolio | 1.0k $32.6k | New |
| Spire Wealth Management 0.00% of their portfolio | 725 $23.0k | New |
| MORGAN STANLEY 0.00% of their portfolio | 496 $15.8k | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 398 $13.0k | New |