FIRST TR EXCHNG TRADED FD VI SEPM
FT VEST US EQUTY · ETP · CUSIP 33740U554
32
institutional holders
+6 vs Q1 2025
449.8k
shares reported held*
$13.9mreported value*
6 new
2 added
10 reduced
0 sold out
net bought ≈ $631.4k (+20.5k 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 ≈ $30.79.
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2024 | 14 |
| Q4 2024 | 27 |
| Q1 2025 | 26 |
| Q2 2025 | 32 |
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 |
| Q2 2025 | 8 | 10 |
Biggest buyers
| OLD MISSION CAPITAL LLC | New | +29.9k |
| CITADEL ADVISORS LLC | New | +10.3k |
| Defined Financial Planning LLC | New | +8.9k |
| Atria Investments, Inc | New | +7.3k |
| Main Street Financial Solutions, LLC | New | +6.6k |
| BARCLAYS PLC | Added | +849 |
| Sunbelt Securities, Inc. | New | +338 |
| COMMONWEALTH EQUITY SERVICES, LLC | Added | +225 |
Biggest sellers
| Encompass More Asset Management | Reduced | -24.4k |
| AE Wealth Management LLC | Reduced | -4.9k |
| Cetera Investment Advisers | Reduced | -4.6k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -4.3k |
| GOLDMAN SACHS GROUP INC | Reduced | -3.1k |
| Kestra Advisory Services, LLC | Reduced | -1.5k |
| Donald L. Hagan, LLC | Reduced | -437 |
| JPMORGAN CHASE & CO | Reduced | -416 |
| OSAIC HOLDINGS, INC. | Reduced | -225 |
| ASHTON THOMAS SECURITIES, LLC | Reduced | -52 |
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, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| Encompass More Asset Management 0.52% of their portfolio | 72.4k $2.2m | Reduced -24.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 42.9k $1.3m | Reduced -4.3k |
| ASHTON THOMAS SECURITIES, LLC 0.28% of their portfolio | 37.4k $1.1m | Reduced -52 |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 34.7k $1.1m | Added +225 |
| Donald L. Hagan, LLC 0.47% of their portfolio | 30.6k $941.4k | Reduced -437 |
| OLD MISSION CAPITAL LLC 0.02% of their portfolio | 29.9k $919.5k | New |
| Cetera Investment Advisers 0.00% of their portfolio | 28.6k $881.0k | Reduced -4.6k |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 14.3k $439.1k | Reduced -1.5k |
| AE Wealth Management LLC 0.00% of their portfolio | 13.0k $400.1k | Reduced -4.9k |
| LVZ, Inc. 0.04% of their portfolio | 11.8k $363.3k | Unchanged |
| WT Wealth Management 0.10% of their portfolio | 11.3k $346.5k | Unchanged |
| BRASS TAX WEALTH MANAGEMENT, INC 0.06% of their portfolio | 10.7k $327.9k | Unchanged |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 10.3k $319.0k | Unchanged |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 10.3k $317.3k | New |
| Nicholson Wealth Management Group, LLC 0.19% of their portfolio | 10.2k $315.4k | Unchanged |
| Defined Financial Planning LLC 0.24% of their portfolio | 8.9k $274.2k | New |
| Anfield Capital Management, LLC 0.08% of their portfolio | 8.3k $256.6k | Unchanged |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 7.7k $236.0k | Reduced -225 |
| Atria Investments, Inc 0.00% of their portfolio | 7.3k $225.2k | New |
| Mutual Advisors, LLC 0.01% of their portfolio | 7.1k $220.0k | Unchanged |
| Mariner, LLC 0.00% of their portfolio | 7.1k $217.7k | Unchanged |
| Main Street Financial Solutions, LLC 0.01% of their portfolio | 6.6k $203.1k | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 6.6k $202.3k | Reduced -3.1k |
| BARCLAYS PLC 0.00% of their portfolio | 6.2k $190.6k | Added +849 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 5.2k $160.5k | Reduced -416 |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 5.0k $153.9k | Unchanged |
| Creekmur Asset Management LLC 0.02% of their portfolio | 4.4k $134.6k | Unchanged |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 507 $15.6k | Unchanged |
| Capital Investment Advisory Services, LLC 0.00% of their portfolio | 340 $10.5k | Unchanged |
| Sunbelt Securities, Inc. 0.00% of their portfolio | 338 $10.1k | New |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 100 $3.1k | Unchanged |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio | 0 $0 | Unchanged |