FIRST TR EXCHNG TRADED FD VI AUGM
VEST US EQUITY M · ETP · CUSIP 33740U562
41
institutional holders
+8 vs Q2 2025
459.2k
shares reported held*
$15.4mreported value*
13 new
11 added
7 reduced
5 sold out
net bought ≈ $5.2m (+154.5k 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 ≈ $33.64.
Trends to Q3 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2024 | 29 |
| Q4 2024 | 35 |
| Q1 2025 | 33 |
| Q2 2025 | 33 |
| Q3 2025 | 41 |
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 | 13 | 12 |
| Q1 2025 | 8 | 13 |
| Q2 2025 | 7 | 15 |
| Q3 2025 | 24 | 12 |
Biggest buyers
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +41.4k |
| COMMONWEALTH EQUITY SERVICES, LLC | Added | +24.1k |
| CENTAURUS FINANCIAL, INC. | New | +15.0k |
| CWM, LLC | New | +14.7k |
| IMC-Chicago, LLC | New | +13.8k |
| Janney Montgomery Scott LLC | New | +12.9k |
| Americana Partners, LLC | New | +10.4k |
| Madrona Financial Services, LLC | New | +7.7k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | New | +7.5k |
| OSAIC HOLDINGS, INC. | Added | +7.0k |
Biggest sellers
| OLD MISSION CAPITAL LLC | Sold out | -15.1k |
| HighTower Advisors, LLC | Sold out | -11.8k |
| Clear Creek Financial Management, LLC | Reduced | -5.8k |
| Main Street Financial Solutions, LLC | Reduced | -4.6k |
| BARCLAYS PLC | Sold out | -4.6k |
| Anfield Capital Management, LLC | Reduced | -3.6k |
| Grantvest Financial Group LLC | Reduced | -2.5k |
| Wood Tarver Financial Group, LLC | Sold out | -2.4k |
| UBS Group AG | Sold out | -293 |
| TRUIST FINANCIAL CORP | Reduced | -273 |
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 2025
| Manager | Shares | Change |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 49.9k $1.7m | Added +41.4k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 37.3k $1.3m | Added +24.1k |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 27.9k $940.1k | Added +6.5k |
| Cetera Investment Advisers 0.00% of their portfolio | 25.4k $854.5k | Added +5.5k |
| Grantvest Financial Group LLC 0.50% of their portfolio | 21.6k $728.0k | Reduced -2.5k |
| Glen Eagle Advisors, LLC 0.09% of their portfolio | 18.7k $630.1k | Unchanged |
| IFP Advisors, Inc 0.01% of their portfolio | 16.0k $539.0k | Unchanged |
| Clear Creek Financial Management, LLC 0.04% of their portfolio | 15.2k $509.9k | Reduced -5.8k |
| CENTAURUS FINANCIAL, INC. 0.02% of their portfolio | 15.0k $505.0k | New |
| CWM, LLC 0.00% of their portfolio | 14.7k $496.0k | New |
| IMC-Chicago, LLC 0.01% of their portfolio | 13.8k $464.7k | New |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 12.9k $435.0k | New |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 12.1k $406.2k | Reduced -273 |
| BRASS TAX WEALTH MANAGEMENT, INC 0.06% of their portfolio | 11.3k $380.6k | Added +2.7k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 11.3k $380.3k | Added +7.0k |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 11.2k $378.5k | Unchanged |
| Main Street Financial Solutions, LLC 0.02% of their portfolio | 11.0k $369.6k | Reduced -4.6k |
| Brookstone Capital Management 0.00% of their portfolio | 10.4k $349.1k | Added +731 |
| Americana Partners, LLC 0.01% of their portfolio | 10.4k $348.6k | New |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 9.8k $331.0k | Added +2.1k |
| Ashton Thomas Private Wealth, LLC 0.01% of their portfolio | 9.8k $330.3k | Unchanged |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 9.6k $323.7k | Reduced -273 |
| Mariner, LLC 0.00% of their portfolio | 8.2k $275.7k | Added +2.0k |
| Madrona Financial Services, LLC 0.06% of their portfolio | 7.7k $259.6k | New |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 7.5k $253.5k | New |
| AE Wealth Management LLC 0.00% of their portfolio | 7.2k $240.8k | Added +5.9k |
| Ausdal Financial Partners, Inc. 0.01% of their portfolio | 6.4k $215.8k | New |
| Buck Wealth Strategies, LLC 0.03% of their portfolio | 6.4k $214.2k | Reduced -34 |
| MML INVESTORS SERVICES, LLC 0.00% of their portfolio | 6.3k $211.3k | Unchanged |
| HBW ADVISORY SERVICES LLC 0.02% of their portfolio | 6.0k $201.9k | New |
| Anfield Capital Management, LLC 0.05% of their portfolio | 5.5k $183.5k | Reduced -3.6k |
| Advisory Services Network, LLC 0.00% of their portfolio | 4.5k $152.4k | New |
| Geneos Wealth Management Inc. 0.00% of their portfolio | 4.2k $141.1k | Unchanged |
| Creekmur Asset Management LLC 0.02% of their portfolio | 4.0k $133.5k | Added +3.7k |
| EVOLUTION WEALTH MANAGEMENT INC. 0.13% of their portfolio | 3.7k $126.1k | New |
| Noble Wealth Management PBC 0.03% of their portfolio | 1.8k $60.6k | First filing |
| Capital Analysts, LLC 0.00% of their portfolio | 1.5k $52.0k | Unchanged |
| CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio | 1.4k $45.9k | Unchanged |
| DHJJ Financial Advisors, Ltd. 0.01% of their portfolio | 751 $25.3k | New |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 527 $17.7k | New |
| Integrity Financial Corp /WA 0.00% of their portfolio | 32 $1.1k | Unchanged |