FIRST TR EXCHNG TRADED FD VI AUGM
VEST US EQUITY M · ETP · CUSIP 33740U562
29
institutional holders
679.0k
shares reported held*
$21.4mreported value*
* 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 ≈ $31.58.
Biggest buyers
| WealthPlan Investment Management, LLC | New | +178.8k |
| WealthPLAN Partners, LLC | New | +92.0k |
| Kestra Advisory Services, LLC | New | +83.2k |
| Maia Wealth LLC | New | +28.2k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | +27.9k |
| JANE STREET GROUP, LLC | New | +24.2k |
| Cetera Investment Advisers | New | +20.9k |
| Glen Eagle Advisors, LLC | New | +18.7k |
| Clear Creek Financial Management, LLC | New | +17.5k |
| BRASS TAX WEALTH MANAGEMENT, INC | New | +17.3k |
Biggest sellers
| None |
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 -5.1 pts · filed 2026-10-07 | 8.9% |
Holders, Q3 2024
| Manager | Shares | Change |
|---|---|---|
| WealthPlan Investment Management, LLC 0.57% of their portfolio | 178.8k $5.6m | New |
| WealthPLAN Partners, LLC 0.39% of their portfolio | 92.0k $2.9m | New |
| Kestra Advisory Services, LLC 0.01% of their portfolio | 83.2k $2.6m | New |
| Maia Wealth LLC 0.22% of their portfolio | 28.2k $890.6k | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 27.9k $880.4k | New |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 24.2k $765.1k | New |
| Cetera Investment Advisers 0.00% of their portfolio | 20.9k $658.9k | New |
| Glen Eagle Advisors, LLC 0.10% of their portfolio | 18.7k $591.5k | New |
| Clear Creek Financial Management, LLC 0.06% of their portfolio | 17.5k $553.7k | New |
| BRASS TAX WEALTH MANAGEMENT, INC 0.07% of their portfolio | 17.3k $545.4k | New |
| IFP Advisors, Inc 0.02% of their portfolio | 16.0k $506.0k | New |
| Main Street Financial Solutions, LLC 0.05% of their portfolio | 15.5k $491.0k | New |
| AE Wealth Management LLC 0.00% of their portfolio | 14.4k $455.6k | New |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 13.3k $420.0k | New |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 13.1k $415.0k | New |
| Atria Wealth Solutions, Inc. 0.00% of their portfolio | 12.5k $395.4k | New |
| HighTower Advisors, LLC 0.00% of their portfolio | 11.8k $368.0k | New |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 11.2k $355.3k | New |
| GPS Wealth Strategies Group, LLC 0.04% of their portfolio | 10.2k $322.0k | New |
| AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio | 10.0k $315.8k | New |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 9.3k $293.0k | New |
| Anfield Capital Management, LLC 0.11% of their portfolio | 9.1k $285.8k | New |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 8.3k $263.7k | New |
| WT Wealth Management 0.08% of their portfolio | 8.0k $253.5k | New |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 3.0k $95.9k | New |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 1.6k $50.5k | New |
| Capital Analysts, LLC 0.00% of their portfolio | 1.5k $49.0k | New |
| Creekmur Asset Management LLC 0.01% of their portfolio | 1.3k $41.7k | New |
| Integrity Financial Corp /WA 0.00% of their portfolio | 32 $1.0k | New |