FIRST TR EXCHNG TRADED FD VI XFEB
FT VEST EQ ENHAN · ETP · CUSIP 33740U638
25
institutional holders
+2 vs Q1 2024
675.6k
shares reported held*
$21.2mreported value*
4 new
8 added
6 reduced
2 sold out
net sold ≈ $5.6m (-179.6k 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 ≈ $31.32.
Trends to Q2 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q1 2024 | 23 |
| Q2 2024 | 25 |
Biggest buyers
| OSAIC HOLDINGS, INC. | Added | +43.3k |
| OLD MISSION CAPITAL LLC | New | +13.3k |
| HARBOUR INVESTMENTS, INC. | Added | +12.7k |
| ROYAL BANK OF CANADA | New | +10.9k |
| ENVESTNET ASSET MANAGEMENT INC | New | +6.9k |
| Cetera Investment Advisers | Added | +5.8k |
| COMMONWEALTH EQUITY SERVICES, LLC | Added | +5.6k |
| DHJJ Financial Advisors, Ltd. | New | +4.4k |
| Sequent Planning LLC | Added | +4.2k |
| Kestra Advisory Services, LLC | Added | +2.5k |
Biggest sellers
| SMART Wealth LLC | Reduced | -189.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -71.4k |
| Arkadios Wealth Advisors | Sold out | -21.3k |
| JANE STREET GROUP, LLC | Reduced | -4.1k |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | Reduced | -2.5k |
| Diligent Investors, LLC | Reduced | -1.9k |
| Integrity Financial Corp /WA | Reduced | -137 |
| UBS Group AG | Sold out | -9 |
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 +40.9 pts · filed 2026-10-07 | 41.0% |
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| SMART Wealth LLC 0.99% of their portfolio | 78.3k $2.5m | Reduced -189.8k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 71.5k $2.2m | Added +5.6k |
| Kestra Advisory Services, LLC 0.01% of their portfolio | 70.6k $2.2m | Added +2.5k |
| OSAIC HOLDINGS, INC. 0.01% of their portfolio | 69.2k $2.2m | Added +43.3k |
| Diligent Investors, LLC 0.50% of their portfolio | 64.7k $2.0m | Reduced -1.9k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 44.7k $1.4m | Reduced -4.1k |
| Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio | 43.4k $1.4m | Unchanged |
| Steward Partners Investment Advisory, LLC 0.01% of their portfolio | 30.9k $966.2k | Unchanged |
| Cetera Investment Advisers 0.00% of their portfolio | 28.8k $903.2k | Added +5.8k |
| Sequent Planning LLC 0.27% of their portfolio | 24.8k $776.1k | Added +4.2k |
| HARBOUR INVESTMENTS, INC. 0.02% of their portfolio | 22.3k $698.8k | Added +12.7k |
| OneDigital Investment Advisors LLC 0.01% of their portfolio | 19.1k $599.3k | Unchanged |
| AE Wealth Management LLC 0.01% of their portfolio | 16.7k $524.2k | Added +116 |
| OLD MISSION CAPITAL LLC 0.01% of their portfolio | 13.3k $417.3k | New |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 0.12% of their portfolio | 11.8k $370.6k | Reduced -2.5k |
| Clear Point Advisors Inc. 0.28% of their portfolio | 11.0k $344.9k | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 10.9k $342.0k | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 9.2k $286.8k | Reduced -71.4k |
| Millington Financial Advisors, LLC 0.19% of their portfolio | 8.9k $277.8k | Unchanged |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 6.9k $216.1k | New |
| PFS Partners, LLC 0.12% of their portfolio | 6.3k $196.3k | Unchanged |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.01% of their portfolio | 4.5k $140.1k | Added +1.8k |
| DHJJ Financial Advisors, Ltd. 0.06% of their portfolio | 4.4k $137.6k | New |
| Integrity Financial Corp /WA 0.05% of their portfolio | 2.7k $85.7k | Reduced -137 |
| PRINCIPAL SECURITIES, INC. 0.00% of their portfolio | 650 $20.4k | Unchanged |