FIRST TR EXCHNG TRADED FD VI SEPM
FT VEST US EQUTY · ETP · CUSIP 33740U554
27
institutional holders
+13 vs Q3 2024
744.7k
shares reported held*
$22.2mreported value*
13 new
6 added
2 reduced
0 sold out
net bought ≈ $11.3m (+379.6k 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 ≈ $29.83.
Trends to Q4 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2024 | 14 |
| Q4 2024 | 27 |
Biggest buyers
| Foundations Investment Advisors, LLC | New | +249.7k |
| Encompass More Asset Management | New | +96.0k |
| Donald L. Hagan, LLC | New | +57.6k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +27.6k |
| AE Wealth Management LLC | New | +26.4k |
| Cetera Investment Advisers | Added | +22.2k |
| OLD MISSION CAPITAL LLC | New | +19.9k |
| Kestra Advisory Services, LLC | New | +17.3k |
| JANE STREET GROUP, LLC | New | +13.6k |
| LVZ, Inc. | New | +11.8k |
Biggest sellers
| WT Wealth Management | Reduced | -209.6k |
| BRASS TAX WEALTH MANAGEMENT, INC | Reduced | -8.7k |
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 +3.0 pts · filed 2026-10-19 | 17.6% |
Holders, Q4 2024
| Manager | Shares | Change |
|---|---|---|
| Foundations Investment Advisors, LLC 0.14% of their portfolio | 249.7k $7.5m | New |
| Encompass More Asset Management 0.95% of their portfolio | 96.0k $2.9m | New |
| Donald L. Hagan, LLC 0.89% of their portfolio | 57.6k $1.7m | New |
| Cetera Investment Advisers 0.00% of their portfolio | 56.0k $1.7m | Added +22.2k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 46.8k $1.4m | Added +27.6k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 34.4k $1.0m | Added +4.7k |
| AE Wealth Management LLC 0.01% of their portfolio | 26.4k $787.8k | New |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 20.7k $618.3k | Added +4.2k |
| OLD MISSION CAPITAL LLC 0.01% of their portfolio | 19.9k $594.1k | New |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 17.3k $516.3k | New |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 13.6k $406.0k | New |
| LVZ, Inc. 0.05% of their portfolio | 11.8k $352.0k | New |
| WT Wealth Management 0.11% of their portfolio | 11.3k $335.8k | Reduced -209.6k |
| Creekmur Asset Management LLC 0.07% of their portfolio | 10.8k $323.5k | Added +10.8k |
| BRASS TAX WEALTH MANAGEMENT, INC 0.07% of their portfolio | 10.7k $317.8k | Reduced -8.7k |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 10.4k $309.0k | Added +333 |
| Nicholson Wealth Management Group, LLC 0.20% of their portfolio | 10.2k $305.7k | New |
| Anfield Capital Management, LLC 0.09% of their portfolio | 8.3k $248.7k | New |
| Mutual Advisors, LLC 0.01% of their portfolio | 7.1k $212.4k | Unchanged |
| Mariner, LLC 0.00% of their portfolio | 7.1k $211.0k | Unchanged |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 6.9k $205.5k | New |
| BARCLAYS PLC 0.00% of their portfolio | 5.3k $156.9k | New |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 5.0k $149.2k | New |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 700 $20.9k | Unchanged |
| Capital Investment Advisory Services, LLC 0.00% of their portfolio | 340 $10.1k | Unchanged |
| Sunbelt Securities, Inc. 0.00% of their portfolio | 338 $10.1k | Unchanged |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |