FIRST TR EXCHNG TRADED FD VI GFEB
FT VEST US EQT · ETP · CUSIP 33740U737
41
institutional holders
+3 vs Q3 2023
3.2m
shares reported held*
$107.1mreported value*
5 new
2 added
19 reduced
5 sold out
net sold ≈ $77.5m (-2.3m 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 ≈ $33.04.
Trends to Q4 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q1 2023 | 38 |
| Q2 2023 | 45 |
| Q3 2023 | 38 |
| Q4 2023 | 41 |
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 |
| Q4 2023 | 7 | 24 |
Biggest buyers
| Arete Wealth Advisors, LLC | New | +36.8k |
| Cetera Advisors LLC | Added | +29.6k |
| Financial Gravity Asset Management, Inc. | New | +16.2k |
| Cetera Investment Advisers | Added | +13.3k |
| JANE STREET GROUP, LLC | New | +9.4k |
| Capital Investment Advisory Services, LLC | New | +1.6k |
| UBS Group AG | New | +695 |
Biggest sellers
| ODonnell Financial Services, LLC | Reduced | -1.1m |
| Raymond James Financial Services Advisors, Inc. | Reduced | -1.1m |
| OSAIC HOLDINGS, INC. | Reduced | -62.6k |
| Laidlaw Wealth Management LLC | Sold out | -21.7k |
| Cape Investment Advisory, Inc. | Sold out | -19.8k |
| COMMONWEALTH EQUITY SERVICES, LLC | Reduced | -18.1k |
| CITADEL ADVISORS LLC | Sold out | -12.2k |
| Kestra Advisory Services, LLC | Reduced | -10.4k |
| Archer Investment Corp | Sold out | -9.7k |
| Brookstone Capital Management | Sold out | -7.4k |
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, Q4 2023
| Manager | Shares | Change |
|---|---|---|
| Raymond James Financial Services Advisors, Inc. 0.05% of their portfolio | 984.7k $32.5m | Reduced -1.1m |
| Cetera Advisors LLC 0.21% of their portfolio | 463.5k $15.3m | Added +29.6k |
| ODonnell Financial Services, LLC 6.97% of their portfolio | 421.2k $13.9m | Reduced -1.1m |
| COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio | 191.4k $6.3m | Reduced -18.1k |
| Mariner, LLC 0.01% of their portfolio | 184.2k $6.1m | Reduced -3.2k |
| Atria Investments, Inc 0.09% of their portfolio | 175.5k $5.8m | Reduced -5.4k |
| OSAIC HOLDINGS, INC. 0.01% of their portfolio | 101.4k $3.3m | Reduced -62.6k |
| Cetera Investment Advisers 0.02% of their portfolio | 85.3k $2.8m | Added +13.3k |
| REAP Financial Group, LLC 0.73% of their portfolio | 75.8k $2.5m | First filing |
| Kestra Advisory Services, LLC 0.01% of their portfolio | 54.3k $1.8m | Reduced -10.4k |
| HARBOUR INVESTMENTS, INC. 0.07% of their portfolio | 53.6k $1.8m | Reduced -716 |
| CITY HOLDING CO 0.24% of their portfolio | 45.8k $1.5m | Unchanged |
| OLD MISSION CAPITAL LLC 0.04% of their portfolio | 41.4k $1.4m | Reduced -2.5k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 37.5k $1.2m | Reduced -6.2k |
| Arete Wealth Advisors, LLC 0.09% of their portfolio | 36.8k $1.2m | New |
| Keystone Wealth Services, LLC 0.29% of their portfolio | 25.6k $846.1k | Unchanged |
| Strategic Blueprint, LLC 0.07% of their portfolio | 24.6k $813.6k | Reduced -540 |
| WEALTHSOURCE PARTNERS, LLC 0.05% of their portfolio | 24.1k $796.2k | Reduced -2.5k |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 23.3k $771.0k | Reduced -2.2k |
| Commonwealth Financial Services, LLC 0.14% of their portfolio | 18.4k $608.0k | Reduced -124 |
| Financial Gravity Asset Management, Inc. 0.01% of their portfolio | 16.2k $535.2k | New |
| LINCOLN NATIONAL CORP 0.01% of their portfolio | 15.4k $510.2k | Unchanged |
| Orion Porfolio Solutions, LLC 0.01% of their portfolio | 13.9k $461.3k | Reduced -376 |
| Orion Portfolio Solutions, LLC 0.01% of their portfolio | 13.9k $461.3k | Reduced -376 |
| Tanglewood Legacy Advisors, LLC 0.23% of their portfolio | 12.9k $427.6k | Unchanged |
| Steward Partners Investment Advisory, LLC 0.01% of their portfolio | 12.2k $404.7k | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 11.9k $394.7k | Reduced -2.5k |
| AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio | 11.4k $375.8k | Reduced -553 |
| AE Wealth Management LLC 0.00% of their portfolio | 10.6k $354.3k | Unchanged |
| Cypress Wealth Services, LLC 0.08% of their portfolio | 10.0k $330.9k | Unchanged |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 9.4k $311.6k | New |
| OneDigital Investment Advisors LLC 0.00% of their portfolio | 8.4k $276.0k | Unchanged |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 7.8k $256.0k | Reduced -2.2k |
| DHJJ Financial Advisors, Ltd. 0.09% of their portfolio | 5.6k $184.2k | Unchanged |
| CREATIVE FINANCIAL DESIGNS INC /ADV 0.02% of their portfolio | 5.0k $166.8k | Unchanged |
| PRINCIPAL SECURITIES, INC. 0.00% of their portfolio | 3.6k $119.5k | First filing |
| Sunbelt Securities, Inc. 0.01% of their portfolio | 3.4k $111.5k | Unchanged |
| Capital Investment Advisory Services, LLC 0.01% of their portfolio | 1.6k $53.8k | New |
| UBS Group AG 0.00% of their portfolio | 695 $23.0k | New |
| Caitlin John, LLC 0.01% of their portfolio | 333 $11.0k | First filing |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |