FIRST TR EXCHNG TRADED FD VI GFEB
FT VEST US EQT · ETP · CUSIP 33740U737
45
institutional holders
+7 vs Q1 2023
5.8m
shares reported held*
$181.9mreported value*
11 new
17 added
10 reduced
4 sold out
net bought ≈ $23.2m (+743.8k 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 ≈ $31.19.
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q1 2023 | 38 |
| Q2 2023 | 45 |
Biggest buyers
| OSAIC HOLDINGS, INC. | Added | +194.8k |
| ODonnell Financial Services, LLC | Added | +172.3k |
| Raymond James Financial Services Advisors, Inc. | Added | +73.5k |
| CITY HOLDING CO | New | +45.7k |
| Cetera Advisors LLC | Added | +45.5k |
| Cetera Investment Advisers | Added | +42.9k |
| ENVESTNET ASSET MANAGEMENT INC | Added | +38.2k |
| Keystone Wealth Services, LLC | New | +25.6k |
| TRUIST FINANCIAL CORP | New | +25.0k |
| HARBOUR INVESTMENTS, INC. | Added | +18.6k |
Biggest sellers
| Cambridge Investment Research Advisors, Inc. | Reduced | -12.2k |
| JANE STREET GROUP, LLC | Sold out | -9.8k |
| Valmark Advisers, Inc. | Sold out | -8.8k |
| JPMORGAN CHASE & CO | Sold out | -3.4k |
| Stratos Wealth Advisors, LLC | Reduced | -1.7k |
| RAYMOND JAMES & ASSOCIATES | Reduced | -1.3k |
| ROYAL BANK OF CANADA | Reduced | -1.3k |
| Archer Investment Corp | Reduced | -1.1k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -1.1k |
| LINCOLN NATIONAL CORP | Reduced | -875 |
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 +2.7 pts · filed 2026-10-19 | 25.0% |
Holders, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| Raymond James Financial Services Advisors, Inc. 0.11% of their portfolio | 2.1m $64.7m | Added +73.5k |
| ODonnell Financial Services, LLC 30.21% of their portfolio | 1.6m $50.0m | Added +172.3k |
| Cetera Advisors LLC 0.19% of their portfolio | 391.8k $12.2m | Added +45.5k |
| OSAIC HOLDINGS, INC. 0.02% of their portfolio | 364.6k $11.4m | Added +194.8k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio | 216.8k $6.8m | Added +1.7k |
| Mariner, LLC 0.02% of their portfolio | 184.8k $5.8m | Added +5.3k |
| Atria Investments, Inc 0.10% of their portfolio | 181.1k $5.6m | Added +7.5k |
| Cetera Investment Advisers 0.03% of their portfolio | 99.1k $3.1m | Added +42.9k |
| HARBOUR INVESTMENTS, INC. 0.10% of their portfolio | 62.9k $2.0m | Added +18.6k |
| Kestra Advisory Services, LLC 0.02% of their portfolio | 62.1k $1.9m | Added +15.5k |
| HBW ADVISORY SERVICES LLC 0.40% of their portfolio | 58.7k $1.8m | Added +3.4k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 55.9k $1.7m | Added +38.2k |
| CITY HOLDING CO 0.25% of their portfolio | 45.7k $1.4m | New |
| Arete Wealth Advisors, LLC 0.10% of their portfolio | 36.8k $1.1m | Unchanged |
| WEALTHSOURCE PARTNERS, LLC 0.05% of their portfolio | 26.6k $829.7k | Unchanged |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 26.4k $823.5k | Reduced -1.3k |
| Keystone Wealth Services, LLC 0.30% of their portfolio | 25.6k $798.8k | New |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 25.0k $779.5k | New |
| Strategic Blueprint, LLC 0.07% of their portfolio | 23.5k $732.7k | Added +5.7k |
| Laidlaw Wealth Management LLC 0.13% of their portfolio | 21.7k $677.0k | Unchanged |
| Insight Advisors, LLC/ PA 0.14% of their portfolio | 20.8k $648.7k | Added +4.4k |
| Cape Investment Advisory, Inc. 0.34% of their portfolio | 19.8k $617.6k | Unchanged |
| Stratos Wealth Advisors, LLC 0.04% of their portfolio | 16.5k $516.0k | Reduced -1.7k |
| LINCOLN NATIONAL CORP 0.01% of their portfolio | 15.4k $481.7k | Reduced -875 |
| Orion Porfolio Solutions, LLC 0.00% of their portfolio | 14.6k $455.6k | Reduced -304 |
| Orion Portfolio Solutions, LLC 0.00% of their portfolio | 14.6k $455.6k | Reduced -304 |
| Tanglewood Legacy Advisors, LLC 0.23% of their portfolio | 12.9k $403.8k | New |
| Steward Partners Investment Advisory, LLC 0.01% of their portfolio | 12.2k $382.1k | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 11.0k $343.0k | Reduced -1.3k |
| AE Wealth Management LLC 0.00% of their portfolio | 10.6k $331.1k | Added +3.1k |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 10.5k $327.0k | Reduced -12.2k |
| Cypress Wealth Services, LLC 0.08% of their portfolio | 10.0k $314.7k | New |
| Archer Investment Corp 0.11% of their portfolio | 9.7k $302.5k | Reduced -1.1k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 8.9k $278.0k | Reduced -1.1k |
| AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio | 8.8k $275.4k | Added +1.8k |
| OneDigital Investment Advisors LLC 0.01% of their portfolio | 8.4k $260.6k | New |
| Brookstone Capital Management 0.00% of their portfolio | 7.4k $230.8k | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 7.3k $229.0k | New |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 7.0k $218.6k | New |
| Cetera Advisor Networks LLC 0.00% of their portfolio | 6.8k $213.1k | Unchanged |
| PFG Advisors 0.02% of their portfolio | 6.7k $209.3k | Reduced -749 |
| Sunbelt Securities, Inc. 0.02% of their portfolio | 3.4k $105.3k | New |
| CREATIVE FINANCIAL DESIGNS INC /ADV 0.01% of their portfolio | 2.6k $81.1k | Unchanged |
| UBS Group AG 0.00% of their portfolio | 140 $4.4k | Added +131 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | New |