FIRST TR EXCHNG TRADED FD VI JULM
VEST US MAX BUFF · ETP · CUSIP 33740U570
31
institutional holders
+2 vs Q3 2024
396.0k
shares reported held*
$12.5mreported value*
4 new
6 added
7 reduced
3 sold out
net sold ≈ $110.0k (-3.5k 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 ≈ $31.45.
Trends to Q4 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2024 | 29 |
| Q4 2024 | 31 |
Biggest buyers
| COMMONWEALTH EQUITY SERVICES, LLC | Added | +20.8k |
| ENVESTNET ASSET MANAGEMENT INC | New | +10.9k |
| OLD MISSION CAPITAL LLC | Added | +6.0k |
| AE Wealth Management LLC | New | +2.9k |
| MML INVESTORS SERVICES, LLC | Added | +2.7k |
| Foguth Wealth Management, LLC. | Added | +2.6k |
| Cetera Investment Advisers | Added | +800 |
| Geneos Wealth Management Inc. | New | +650 |
| UBS Group AG | New | +100 |
| Cambridge Investment Research Advisors, Inc. | Added | +19 |
Biggest sellers
| JANE STREET GROUP, LLC | Sold out | -15.3k |
| CITADEL ADVISORS LLC | Sold out | -13.7k |
| Arkadios Wealth Advisors | Sold out | -11.3k |
| Signal Advisors Wealth, LLC | Reduced | -2.8k |
| Creekmur Asset Management LLC | Reduced | -2.7k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -2.4k |
| Arete Wealth Advisors, LLC | Reduced | -1.5k |
| Mutual Advisors, LLC | Reduced | -1.0k |
| Clear Creek Financial Management, LLC | Reduced | -228 |
| BARCLAYS PLC | Reduced | -56 |
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 -1.6 pts · filed 2026-10-14 | 17.2% |
Holders, Q4 2024
| Manager | Shares | Change |
|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 69.6k $2.2m | Added +20.8k |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 40.5k $1.3m | Added +19 |
| OLD MISSION CAPITAL LLC 0.02% of their portfolio | 25.1k $787.7k | Added +6.0k |
| Glen Eagle Advisors, LLC 0.13% of their portfolio | 24.7k $777.1k | Unchanged |
| Cetera Investment Advisers 0.00% of their portfolio | 22.0k $692.8k | Added +800 |
| Mutual Advisors, LLC 0.02% of their portfolio | 19.5k $616.1k | Reduced -1.0k |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 17.3k $543.3k | Unchanged |
| TOWNSQUARE CAPITAL LLC 0.01% of their portfolio | 17.3k $543.2k | Unchanged |
| Clear Creek Financial Management, LLC 0.05% of their portfolio | 15.6k $490.7k | Reduced -228 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 15.3k $480.9k | Reduced -2.4k |
| Arete Wealth Advisors, LLC 0.03% of their portfolio | 13.1k $410.0k | Reduced -1.5k |
| Foguth Wealth Management, LLC. 0.10% of their portfolio | 12.5k $395.4k | Added +2.6k |
| NORDEN GROUP LLC 0.04% of their portfolio | 12.0k $377.2k | Unchanged |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.03% of their portfolio | 11.2k $352.7k | Unchanged |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 10.9k $342.8k | New |
| MML INVESTORS SERVICES, LLC 0.00% of their portfolio | 10.8k $339.0k | Added +2.7k |
| Signal Advisors Wealth, LLC 0.03% of their portfolio | 9.8k $308.8k | Reduced -2.8k |
| Brookstone Capital Management 0.00% of their portfolio | 9.1k $286.0k | Unchanged |
| Prasad Wealth Partners, LLC 0.08% of their portfolio | 7.8k $243.6k | First filing |
| Madrona Financial Services, LLC 0.06% of their portfolio | 6.6k $206.8k | Unchanged |
| IFP Advisors, Inc 0.01% of their portfolio | 6.6k $206.2k | Unchanged |
| HighTower Advisors, LLC 0.00% of their portfolio | 6.5k $204.3k | Unchanged |
| AE Wealth Management LLC 0.00% of their portfolio | 2.9k $91.1k | New |
| Anfield Capital Management, LLC 0.03% of their portfolio | 2.9k $90.4k | Unchanged |
| Capital Analysts, LLC 0.00% of their portfolio | 2.5k $78.0k | Unchanged |
| Creekmur Asset Management LLC 0.01% of their portfolio | 1.7k $53.4k | Reduced -2.7k |
| Larson Financial Group LLC 0.00% of their portfolio | 1.6k $51.7k | Unchanged |
| Geneos Wealth Management Inc. 0.00% of their portfolio | 650 $20.4k | New |
| UBS Group AG 0.00% of their portfolio | 100 $3.1k | New |
| BARCLAYS PLC 0.00% of their portfolio | 9 $283 | Reduced -56 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |