FIRST TR EXCHNG TRADED FD VI FAPR
FT VEST US EQT · ETP · CUSIP 33740U885
67
institutional holders
-3 vs Q3 2022
5.0m
shares reported held*
$147.5mreported value*
6 new
10 added
29 reduced
8 sold out
net sold ≈ $4.2m (-141.9k 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 ($727.7k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $29.27.
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 70 |
| Q4 2022 | 67 |
Biggest buyers
| OGOREK ANTHONY JOSEPH /NY/ /ADV | New | +134.5k |
| Legacy Private Trust Co. | New | +58.9k |
| AE Wealth Management LLC | Added | +56.3k |
| NewEdge Advisors, LLC | New | +29.9k |
| LPL Financial LLC | New | +18.8k |
| GOLDMAN SACHS GROUP INC | New | +11.9k |
| Capital Asset Advisory Services LLC | New | +10.7k |
| OLD MISSION CAPITAL LLC | Added | +8.6k |
| CITADEL ADVISORS LLC | Added | +5.7k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +5.5k |
Biggest sellers
| ENVESTNET ASSET MANAGEMENT INC | Reduced | -79.9k |
| Grant Street Asset Management, Inc. | Reduced | -79.1k |
| OSAIC HOLDINGS, INC. | Reduced | -57.2k |
| RAYMOND JAMES & ASSOCIATES | Reduced | -34.6k |
| Crown Wealth Group, LLC | Sold out | -28.5k |
| CreativeOne Wealth, LLC | Sold out | -28.2k |
| Janney Montgomery Scott LLC | Reduced | -22.3k |
| Mason & Associates Inc | Reduced | -21.3k |
| Cambridge Investment Research Advisors, Inc. | Reduced | -19.3k |
| TRUIST FINANCIAL CORP | Reduced | -15.5k |
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 -5.2 pts · filed 2026-06-05 | 70.5% |
Holders, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| Mason & Associates Inc 12.76% of their portfolio | 1.4m $40.0m | Reduced -21.3k |
| OSAIC HOLDINGS, INC. 0.03% of their portfolio | 489.2k $14.3m | Reduced -57.2k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 329.8k $9.6m | Reduced -79.9k |
| Atria Investments, Inc 0.20% of their portfolio | 328.5k $9.6m | Reduced -4.4k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio | 180.6k $5.3m | Reduced -6.5k |
| TRUIST FINANCIAL CORP 0.01% of their portfolio | 178.8k $5.2m | Reduced -15.5k |
| AE Wealth Management LLC 0.04% of their portfolio | 175.1k $5.1m | Added +56.3k |
| Valtinson Bruner Financial Planning LLC 2.95% of their portfolio | 171.2k $5.1m | Reduced -2.9k |
| OneDigital Investment Advisors LLC 0.13% of their portfolio | 147.3k $4.3m | Reduced -836 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV 1.71% of their portfolio | 134.5k $3.9m | New |
| SMART Wealth LLC 2.75% of their portfolio | 125.2k $3.7m | First filing |
| Tanglewood Legacy Advisors, LLC 2.46% of their portfolio | 118.5k $3.5m | First filing |
| Janney Montgomery Scott LLC 0.01% of their portfolio | 89.5k $2.6m | Reduced -22.3k |
| Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio | 77.6k $2.3m | Reduced -19.3k |
| HARBOUR INVESTMENTS, INC. 0.12% of their portfolio | 69.7k $2.0m | Reduced -5.5k |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 67.4k $2.0m | Added +134 |
| Epic Trust Investment Advisors, LLC 2.69% of their portfolio | 61.1k $1.8m | Reduced -333 |
| Legacy Private Trust Co. 0.16% of their portfolio | 58.9k $1.7m | New |
| Kestra Advisory Services, LLC 0.01% of their portfolio | 46.4k $1.4m | Reduced -2.0k |
| B. Riley Wealth Advisors, Inc. 0.04% of their portfolio | 43.9k $1.3m | Added +1.8k |
| FSB PREMIER WEALTH MANAGEMENT, INC. 0.62% of their portfolio | 38.7k $1.1m | Unchanged |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 37.4k $1.1m | Reduced -34.6k |
| NewEdge Advisors, LLC 0.02% of their portfolio | 29.9k $875.5k | New |
| Fragasso Financial Advisors Inc 0.10% of their portfolio | 29.9k $873.4k | Unchanged |
| MTM Investment Management, LLC 0.44% of their portfolio | 29.3k $856.8k | Reduced -3.0k |
| McKinley Carter Wealth Services, Inc. 0.06% of their portfolio | 25.7k $752.5k | Unchanged |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.25% of their portfolio | 25.6k $750.0k | Reduced -4.9k |
| Cetera Advisor Networks LLC 0.01% of their portfolio | 25.5k $745.1k | Unchanged |
| Cetera Advisors LLC 0.01% of their portfolio | 25.4k $742.2k | Reduced -4.9k |
| WORLD EQUITY GROUP, INC. 0.17% of their portfolio | 24.9k $727.7k | Unchanged |
| OLD MISSION CAPITAL LLC 0.03% of their portfolio | 23.2k $679.3k | Added +8.6k |
| TOWNSQUARE CAPITAL LLC 0.02% of their portfolio | 23.2k $678.2k | Added +664 |
| Aurora Private Wealth, Inc. 0.76% of their portfolio | 22.6k $661.0k | Unchanged |
| Keystone Wealth Services, LLC 0.28% of their portfolio | 21.7k $634.0k | Unchanged |
| WEDBUSH SECURITIES INC 0.03% of their portfolio | 21.6k $633.0k | Unchanged |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 21.1k $616.4k | Added +5.7k |
| Integrity Financial Corp /WA 0.55% of their portfolio | 19.5k $570.9k | Reduced -1.7k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 19.3k $563.0k | Added +212 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 19.1k $559.9k | Added +5.5k |
| LPL Financial LLC 0.00% of their portfolio | 18.8k $549.0k | New |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.06% of their portfolio | 18.6k $544.1k | Reduced -5.1k |
| Truadvice, LLC 0.29% of their portfolio | 18.5k $555.4k | Unchanged |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.04% of their portfolio | 18.2k $533.0k | Reduced -958 |
| AdvisorNet Financial, Inc 0.05% of their portfolio | 16.9k $495.7k | Reduced -900 |
| Main Street Financial Solutions, LLC 0.07% of their portfolio | 16.0k $469.0k | Reduced -5.5k |
| Patriot Financial Group Insurance Agency, LLC 0.10% of their portfolio | 15.1k $442.8k | Reduced -3.0k |
| Atria Wealth Solutions, Inc. 0.01% of their portfolio | 13.7k $400.0k | Unchanged |
| Cetera Investment Advisers 0.00% of their portfolio | 13.5k $395.6k | Reduced -234 |
| DHJJ Financial Advisors, Ltd. 0.22% of their portfolio | 12.9k $377.8k | Unchanged |
| Sunbelt Securities, Inc. 0.07% of their portfolio | 12.9k $377.7k | Unchanged |
| FLAGSTAR SECURITIES, INC 0.13% of their portfolio | 12.8k $374.4k | Unchanged |
| IFP Advisors, Inc 0.01% of their portfolio | 12.1k $365.0k | Reduced -2.3k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 11.9k $347.5k | New |
| CENTAURUS FINANCIAL, INC. 0.03% of their portfolio | 11.4k $333.0k | Unchanged |
| Summit Financial Wealth Advisors, LLC 0.08% of their portfolio | 11.4k $332.4k | Unchanged |
| AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio | 11.2k $326.7k | Added +300 |
| Capital Asset Advisory Services LLC 0.03% of their portfolio | 10.7k $313.5k | New |
| Mariner, LLC 0.00% of their portfolio | 10.7k $313.0k | Unchanged |
| LINCOLN NATIONAL CORP 0.01% of their portfolio | 9.9k $289.0k | Reduced -500 |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 9.8k $286.7k | Unchanged |
| L.M. KOHN & COMPANY 0.12% of their portfolio | 8.9k $261.0k | Unchanged |
| Strategic Blueprint, LLC 0.03% of their portfolio | 8.8k $257.0k | Reduced -2.7k |
| Grant Street Asset Management, Inc. 0.10% of their portfolio | 8.2k $240.2k | Reduced -79.1k |
| UBS Group AG 0.00% of their portfolio | 4.4k $130.1k | Added +1.6k |
| Archer Investment Corp 0.02% of their portfolio | 1.7k $49.7k | Reduced -202 |
| City State Bank 0.03% of their portfolio | 1.4k $41.0k | Unchanged |
| Larson Financial Group LLC 0.00% of their portfolio | 300 $8.8k | Unchanged |