FIRST TR EXCHNG TRADED FD VI SEPM
FT VEST US EQUTY · ETP · CUSIP 33740U554
26
institutional holders
-1 vs Q4 2024
429.3k
shares reported held*
$12.8mreported value*
4 new
4 added
7 reduced
5 sold out
net sold ≈ $9.4m (-315.4k 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 ≈ $29.74.
Trends to Q1 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2024 | 14 |
| Q4 2024 | 27 |
| Q1 2025 | 26 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2024 | 19 | 2 |
| Q1 2025 | 8 | 12 |
Biggest buyers
| ASHTON THOMAS SECURITIES, LLC | New | +37.4k |
| GOLDMAN SACHS GROUP INC | New | +9.7k |
| JPMORGAN CHASE & CO | New | +5.6k |
| OSAIC HOLDINGS, INC. | Added | +1.0k |
| Encompass More Asset Management | Added | +799 |
| Farther Finance Advisors, LLC | New | +507 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +336 |
| BARCLAYS PLC | Added | +83 |
Biggest sellers
| Foundations Investment Advisors, LLC | Sold out | -249.7k |
| Donald L. Hagan, LLC | Reduced | -26.6k |
| Cetera Investment Advisers | Reduced | -22.8k |
| CITADEL ADVISORS LLC | Sold out | -20.7k |
| OLD MISSION CAPITAL LLC | Sold out | -19.9k |
| JANE STREET GROUP, LLC | Sold out | -13.6k |
| AE Wealth Management LLC | Reduced | -8.5k |
| Creekmur Asset Management LLC | Reduced | -6.5k |
| Kestra Advisory Services, LLC | Reduced | -1.6k |
| Steward Partners Investment Advisory, LLC | Reduced | -600 |
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, Q1 2025
| Manager | Shares | Change |
|---|---|---|
| Encompass More Asset Management 0.86% of their portfolio | 96.8k $2.9m | Added +799 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 47.1k $1.4m | Added +336 |
| ASHTON THOMAS SECURITIES, LLC 0.31% of their portfolio | 37.4k $1.1m | New |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 34.4k $1.0m | Unchanged |
| Cetera Investment Advisers 0.00% of their portfolio | 33.2k $987.9k | Reduced -22.8k |
| Donald L. Hagan, LLC 0.48% of their portfolio | 31.0k $922.3k | Reduced -26.6k |
| AE Wealth Management LLC 0.00% of their portfolio | 17.9k $532.9k | Reduced -8.5k |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 15.7k $467.8k | Reduced -1.6k |
| LVZ, Inc. 0.05% of their portfolio | 11.8k $350.9k | Unchanged |
| WT Wealth Management 0.11% of their portfolio | 11.3k $334.7k | Unchanged |
| BRASS TAX WEALTH MANAGEMENT, INC 0.07% of their portfolio | 10.7k $316.8k | Unchanged |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 10.3k $308.0k | Reduced -18 |
| Nicholson Wealth Management Group, LLC 0.20% of their portfolio | 10.2k $304.7k | Unchanged |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 9.7k $288.6k | New |
| Anfield Capital Management, LLC 0.09% of their portfolio | 8.3k $247.9k | Unchanged |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 7.9k $234.6k | Added +1.0k |
| Mutual Advisors, LLC 0.01% of their portfolio | 7.1k $210.5k | Unchanged |
| Mariner, LLC 0.00% of their portfolio | 7.1k $210.3k | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 5.6k $167.4k | New |
| BARCLAYS PLC 0.00% of their portfolio | 5.3k $158.9k | Added +83 |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 5.0k $148.7k | Unchanged |
| Creekmur Asset Management LLC 0.03% of their portfolio | 4.4k $130.1k | Reduced -6.5k |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 507 $15.1k | New |
| Capital Investment Advisory Services, LLC 0.00% of their portfolio | 340 $10.1k | Unchanged |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 100 $3.0k | Reduced -600 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio | 0 $0 | Unchanged |