FIRST TR EXCHNG TRADED FD VI XFEB
FT VEST EQ ENHAN · ETP · CUSIP 33740U638
27
institutional holders
+2 vs Q2 2024
819.9k
shares reported held*
$26.3mreported value*
6 new
6 added
8 reduced
4 sold out
net bought ≈ $4.6m (+144.3k 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 ≈ $32.11.
Trends to Q3 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q1 2024 | 23 |
| Q2 2024 | 25 |
| Q3 2024 | 27 |
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 |
|---|---|---|
| Q2 2024 | 12 | 8 |
| Q3 2024 | 12 | 12 |
Biggest buyers
| ENVESTNET ASSET MANAGEMENT INC | Added | +126.2k |
| HARBOUR INVESTMENTS, INC. | Added | +72.4k |
| Cetera Investment Advisers | Added | +69.8k |
| CreativeOne Wealth, LLC | New | +21.2k |
| Sage Capital Advisors,llc | New | +14.5k |
| Atria Investments, Inc | New | +12.2k |
| Sequent Planning LLC | Added | +7.3k |
| UPTICK PARTNERS, LLC | New | +6.3k |
| Millington Financial Advisors, LLC | Added | +5.0k |
| BARCLAYS PLC | New | +1.6k |
Biggest sellers
| SMART Wealth LLC | Sold out | -78.3k |
| JANE STREET GROUP, LLC | Sold out | -44.7k |
| COMMONWEALTH EQUITY SERVICES, LLC | Reduced | -20.6k |
| OSAIC HOLDINGS, INC. | Reduced | -16.2k |
| ROYAL BANK OF CANADA | Sold out | -10.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold out | -9.2k |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | Reduced | -5.0k |
| OLD MISSION CAPITAL LLC | Reduced | -3.8k |
| Kestra Advisory Services, LLC | Reduced | -2.5k |
| Diligent Investors, LLC | Reduced | -1.9k |
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, Q3 2024
| Manager | Shares | Change |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 133.1k $4.3m | Added +126.2k |
| Cetera Investment Advisers 0.01% of their portfolio | 98.6k $3.2m | Added +69.8k |
| HARBOUR INVESTMENTS, INC. 0.09% of their portfolio | 94.7k $3.0m | Added +72.4k |
| Kestra Advisory Services, LLC 0.01% of their portfolio | 68.2k $2.2m | Reduced -2.5k |
| Diligent Investors, LLC 0.47% of their portfolio | 62.8k $2.0m | Reduced -1.9k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 53.0k $1.7m | Reduced -16.2k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 50.9k $1.6m | Reduced -20.6k |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 44.1k $1.4m | Added +752 |
| Sequent Planning LLC 0.36% of their portfolio | 32.1k $1.0m | Added +7.3k |
| Steward Partners Investment Advisory, LLC 0.01% of their portfolio | 30.5k $979.4k | Reduced -350 |
| CreativeOne Wealth, LLC 0.02% of their portfolio | 21.2k $681.5k | New |
| OneDigital Investment Advisors LLC 0.01% of their portfolio | 19.1k $614.4k | Unchanged |
| AE Wealth Management LLC 0.00% of their portfolio | 16.4k $525.4k | Reduced -375 |
| Sage Capital Advisors,llc 0.12% of their portfolio | 14.5k $464.9k | New |
| Millington Financial Advisors, LLC 0.28% of their portfolio | 13.8k $444.1k | Added +5.0k |
| Atria Investments, Inc 0.00% of their portfolio | 12.2k $393.3k | New |
| Clear Point Advisors Inc. 0.27% of their portfolio | 11.0k $353.6k | Unchanged |
| OLD MISSION CAPITAL LLC 0.01% of their portfolio | 9.5k $305.7k | Reduced -3.8k |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 0.07% of their portfolio | 6.9k $220.0k | Reduced -5.0k |
| UPTICK PARTNERS, LLC 0.09% of their portfolio | 6.3k $203.6k | New |
| PFS Partners, LLC 0.12% of their portfolio | 6.3k $201.2k | Unchanged |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.01% of their portfolio | 4.5k $143.6k | Unchanged |
| DHJJ Financial Advisors, Ltd. 0.06% of their portfolio | 4.4k $141.0k | Unchanged |
| Integrity Financial Corp /WA 0.05% of their portfolio | 2.7k $87.9k | Unchanged |
| BARCLAYS PLC 0.00% of their portfolio | 1.6k $52.5k | New |
| UBS Group AG 0.00% of their portfolio | 782 $25.1k | New |
| PRINCIPAL SECURITIES, INC. 0.00% of their portfolio | 650 $20.9k | Unchanged |