FIRST TR EXCHNG TRADED FD VI GFEB
FT VEST US EQT · ETP · CUSIP 33740U737
38
institutional holders
-7 vs Q2 2023
5.5m
shares reported held*
$169.7mreported value*
2 new
11 added
10 reduced
10 sold out
net sold ≈ $10.6m (-343.0k 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 ≈ $30.81.
Trends to Q3 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q1 2023 | 38 |
| Q2 2023 | 45 |
| Q3 2023 | 38 |
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 2023 | 28 | 14 |
| Q3 2023 | 13 | 20 |
Biggest buyers
| OLD MISSION CAPITAL LLC | New | +43.9k |
| Cetera Advisors LLC | Added | +42.1k |
| Raymond James Financial Services Advisors, Inc. | Added | +23.5k |
| DHJJ Financial Advisors, Ltd. | New | +5.6k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +5.5k |
| CITADEL ADVISORS LLC | Added | +5.2k |
| AVANTAX ADVISORY SERVICES, INC. | Added | +3.1k |
| Kestra Advisory Services, LLC | Added | +2.6k |
| Mariner, LLC | Added | +2.6k |
| CREATIVE FINANCIAL DESIGNS INC /ADV | Added | +2.5k |
Biggest sellers
| OSAIC HOLDINGS, INC. | Reduced | -200.6k |
| HBW ADVISORY SERVICES LLC | Sold out | -58.7k |
| Arete Wealth Advisors, LLC | Sold out | -36.8k |
| ODonnell Financial Services, LLC | Reduced | -33.8k |
| Cetera Investment Advisers | Reduced | -27.1k |
| RAYMOND JAMES & ASSOCIATES | Sold out | -26.4k |
| Insight Advisors, LLC/ PA | Sold out | -20.8k |
| Stratos Wealth Advisors, LLC | Sold out | -16.5k |
| ENVESTNET ASSET MANAGEMENT INC | Reduced | -12.1k |
| ROYAL BANK OF CANADA | Sold out | -11.0k |
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, Q3 2023
| Manager | Shares | Change |
|---|---|---|
| Raymond James Financial Services Advisors, Inc. 0.12% of their portfolio | 2.1m $64.6m | Added +23.5k |
| ODonnell Financial Services, LLC 26.90% of their portfolio | 1.6m $48.4m | Reduced -33.8k |
| Cetera Advisors LLC 0.21% of their portfolio | 433.9k $13.4m | Added +42.1k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio | 209.5k $6.5m | Reduced -7.3k |
| Mariner, LLC 0.02% of their portfolio | 187.3k $5.8m | Added +2.6k |
| Atria Investments, Inc 0.10% of their portfolio | 180.9k $5.6m | Reduced -206 |
| OSAIC HOLDINGS, INC. 0.01% of their portfolio | 164.0k $5.1m | Reduced -200.6k |
| Cetera Investment Advisers 0.02% of their portfolio | 72.0k $2.2m | Reduced -27.1k |
| Kestra Advisory Services, LLC 0.02% of their portfolio | 64.7k $2.0m | Added +2.6k |
| HARBOUR INVESTMENTS, INC. 0.08% of their portfolio | 54.3k $1.7m | Reduced -8.6k |
| CITY HOLDING CO 0.25% of their portfolio | 45.8k $1.4m | Added +100 |
| OLD MISSION CAPITAL LLC 0.05% of their portfolio | 43.9k $1.4m | New |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 43.7k $1.3m | Reduced -12.1k |
| WEALTHSOURCE PARTNERS, LLC 0.06% of their portfolio | 26.6k $819.5k | Unchanged |
| Keystone Wealth Services, LLC 0.30% of their portfolio | 25.6k $789.1k | Unchanged |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 25.6k $787.4k | Added +565 |
| Strategic Blueprint, LLC 0.07% of their portfolio | 25.2k $775.4k | Added +1.7k |
| Laidlaw Wealth Management LLC 0.22% of their portfolio | 21.7k $668.7k | Unchanged |
| Cape Investment Advisory, Inc. 0.35% of their portfolio | 19.8k $610.0k | Unchanged |
| Commonwealth Financial Services, LLC 0.17% of their portfolio | 18.5k $570.9k | First filing |
| LINCOLN NATIONAL CORP 0.01% of their portfolio | 15.4k $475.8k | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 14.4k $445.1k | Added +5.5k |
| Orion Porfolio Solutions, LLC 0.01% of their portfolio | 14.3k $441.3k | Reduced -285 |
| Orion Portfolio Solutions, LLC 0.01% of their portfolio | 14.3k $441.3k | Reduced -285 |
| Tanglewood Legacy Advisors, LLC 0.24% of their portfolio | 12.9k $398.8k | Unchanged |
| Steward Partners Investment Advisory, LLC 0.01% of their portfolio | 12.2k $377.4k | Unchanged |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 12.2k $376.3k | Added +5.2k |
| AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio | 11.9k $367.6k | Added +3.1k |
| AE Wealth Management LLC 0.00% of their portfolio | 10.6k $327.1k | Unchanged |
| Cypress Wealth Services, LLC 0.09% of their portfolio | 10.0k $308.7k | Unchanged |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 10.0k $308.0k | Reduced -493 |
| Archer Investment Corp 0.11% of their portfolio | 9.7k $298.8k | Unchanged |
| OneDigital Investment Advisors LLC 0.01% of their portfolio | 8.4k $257.4k | Unchanged |
| Brookstone Capital Management 0.01% of their portfolio | 7.4k $229.1k | Unchanged |
| DHJJ Financial Advisors, Ltd. 0.09% of their portfolio | 5.6k $171.8k | New |
| CREATIVE FINANCIAL DESIGNS INC /ADV 0.02% of their portfolio | 5.0k $155.6k | Added +2.5k |
| Sunbelt Securities, Inc. 0.01% of their portfolio | 3.4k $104.0k | Unchanged |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |