Vault-13

FIRST TR EXCHNG TRADED FD VI XFEB

FT VEST EQ ENHAN · ETP · CUSIP 33740U638

22 institutional holders -5 vs Q3 2024
605,295605.3k shares reported held*
$19.8mreported value*
2 new 5 added 9 reduced 7 sold out net sold ≈ $7.0m (-214.6k 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 ≈ $32.73.

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

0102030Q1 24: 23Q2 24: 25Q3 24: 27Q4 24: 2222Q1 24Q2 24Q3 24Q4 24
Numbers
QuarterHolders
Q1 202423
Q2 202425
Q3 202427
Q4 202422

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
20020Q2 24: 12 bought or addedQ2 24: 8 cut or sold outQ2 24Q3 24: 12 bought or addedQ3 24: 12 cut or sold outQ3 24Q4 24: 7 bought or addedQ4 24: 16 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q2 2024128
Q3 20241212
Q4 2024716

Biggest buyers

Cambridge Investment Research Advisors, Inc. Added +41,503+41.5k
CITADEL ADVISORS LLC New +35,920+35.9k
OLD MISSION CAPITAL LLC Added +25,585+25.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +19,517+19.5k
BARCLAYS PLC Added +4,483+4.5k
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Added +1,499+1.5k
Integrity Financial Corp /WA Added +26+26

Biggest sellers

ENVESTNET ASSET MANAGEMENT INC Reduced -121,007-121.0k
Cetera Investment Advisers Reduced -82,661-82.7k
Sequent Planning LLC Sold out -32,100-32.1k
CreativeOne Wealth, LLC Sold out -21,224-21.2k
Sage Capital Advisors,llc Sold out -14,479-14.5k
Millington Financial Advisors, LLC Sold out -13,830-13.8k
Atria Investments, Inc Sold out -12,248-12.2k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -11,171-11.2k
OSAIC HOLDINGS, INC. Reduced -7,388-7.4k
Steward Partners Investment Advisory, LLC Reduced -7,100-7.1k

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.

HolderStakeChangeShares Last filed
FIRST TRUST PORTFOLIOS LP 13G · institution +40.9 pts · filed 2026-10-07 41.0% +40.9 pts 636.1k≈ $23.8m 2026-10-07

Holders, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 HARBOUR INVESTMENTS, INC. 0.08% of their portfolio MADISON, WI 90,06790.1k $2.9m $2.9m 0.08% Reduced -4.6k -4,643
2 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 85,61585.6k $2.8m $2.8m 0.01% Added +41.5k +41,503
3 Diligent Investors, LLC 0.46% of their portfolio REDLANDS, CA 61,94361.9k $2.0m $2.0m 0.46% Reduced -865 -865
4 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 61,56161.6k $2.0m $2.0m 0.01% Reduced -6.6k -6,601
5 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 45,58045.6k $1.5m $1.5m 0.00% Reduced -7.4k -7,388
6 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 39,70439.7k $1.3m $1.3m 0.00% Reduced -11.2k -11,171
7 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 35,92035.9k $1.2m $1.2m 0.00% New
8 OLD MISSION CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 35,10635.1k $1.1m $1.1m 0.03% Added +25.6k +25,585
9 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 23,40023.4k $765.9k $765.9k 0.01% Reduced -7.1k -7,100
10 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 19,51719.5k $638.8k $638.8k 0.00% New
11 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 19,13519.1k $626.3k $626.3k 0.01% Unchanged
12 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 16,14716.1k $528.5k $528.5k 0.00% Reduced -215 -215
13 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 15,95516.0k $522.2k $522.2k 0.00% Reduced -82.7k -82,661
14 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 12,13212.1k $397.1k $397.1k 0.00% Reduced -121.0k -121,007
15 Clear Point Advisors Inc. 0.31% of their portfolio MELVILLE, NY 11,01211.0k $360.4k $360.4k 0.31% Unchanged
16 UPTICK PARTNERS, LLC 0.08% of their portfolio NACOGDOCHES, TX 6,3396.3k $207.5k $207.5k 0.08% Unchanged
17 PFS Partners, LLC 0.11% of their portfolio MINE HILL, NJ 6,2676.3k $205.1k $205.1k 0.11% Unchanged
18 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 6,1196.1k $200.3k $200.3k 0.00% Added +4.5k +4,483
19 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.01% of their portfolio BIRMINGHAM, AL 5,9716.0k $196.5k $196.5k 0.01% Added +1.5k +1,499
20 DHJJ Financial Advisors, Ltd. 0.06% of their portfolio NAPERVILLE, IL 4,3924.4k $143.8k $143.8k 0.06% Unchanged
21 Integrity Financial Corp /WA 0.05% of their portfolio JACKSON, WY 2,7632.8k $90.4k $90.4k 0.05% Added +26 +26
22 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 650650 $21.3k $21.3k 0.00% Unchanged