FDM · FT Vest Laddered Autocallable Barrier & Income ETF

$92.43 +0.24 (+0.26%) At close · Aug 28

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 93

Total Value: $287,216,777

Total Shares: 13,811,410

Institutional Ownership Trend

2 quarters

Holder Concentration

Across 93 13F filers · Δ vs Mar 31, 2026

Top Holder

8.8%

−11.0 pts

Top 5

32.6%

−22.2 pts

Top 10

50.2%

−20.9 pts

HHI

359

Broadly held−450

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +40

Institutional value: +331.3%

Shares held: +321.4%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mid HARBOUR INVESTMENTS, INC.	+473,212	473,948
Small UPTICK PARTNERS, LLC	+445,836	542,065
Mid GREAT VALLEY ADVISOR GROUP, INC.	+372,434	452,892
Large NewEdge Advisors, LLC	+214,522	224,853
Small Maridea Wealth Management LLC	+200,563	257,670

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds	Open
Mega JANE STREET GROUP, LLC	−161,709	66,369

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Small Triad Wealth Partners, LLC	1,212,362	$25,205,005
Micro Macro Advisors, Inc.	1,072,608	$22,299,520
Large Cetera Investment Advisers	1,068,362	$22,211,245
Mid Prime Capital Investment Advisors, LLC	610,231	$12,686,702
Mid Ameritas Advisory Services, LLC	533,848	$11,098,699

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Large Kestra Advisory Services, LLC	644,722	$13,139,434
Small Redhawk Wealth Advisors, Inc.	402,339	$8,199,668
Large COMMONWEALTH EQUITY SERVICES, LLC	301,687	$6,148,381
Small Accel Wealth Management	92,505	$1,885,251
Micro STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC	86,503	$1,762,931

Filter: New 69 Increased 23 Reduced 1 Sold out 29 Unchanged 0

Showing 93 of 93

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

Triad Wealth Partners, LLC

$25,205,005

8.78%

1,212,362

Macro Advisors, Inc.

$22,299,520

7.76%

1,072,608

Cetera Investment Advisers

$22,211,245

7.73%

1,068,362

Prime Capital Investment Advisors, LLC

$12,686,702

4.42%

610,231

UPTICK PARTNERS, LLC

$11,269,530

3.92%

542,065

Ameritas Advisory Services, LLC

$11,098,699

3.86%

533,848

Integrated Wealth Concepts LLC

$10,212,359

3.56%

491,215

Summit Financial, LLC

$9,902,526

3.45%

476,312

HARBOUR INVESTMENTS, INC.

$9,853,378

3.43%

473,948

GREAT VALLEY ADVISOR GROUP, INC.

$9,415,624

3.28%

452,892

ROYAL BANK OF CANADA

$8,881,196

3.09%

427,186

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	411,632	$8,557,829	96.4%	Defined
ENVESTNET ASSET MANAGEMENT INC joint	15,554	$323,367	3.6%	Other

Wealth Watch Advisors, INC

$7,160,678

2.49%

344,429

Stonebridge Financial Group, LLC/CA

$7,127,789

2.48%

342,847

BIP Wealth, LLC

$5,997,790

2.09%

288,494

Maridea Wealth Management LLC

$5,356,959

1.87%

257,670

Wood Tarver Financial Group, LLC

$5,297,458

1.84%

254,808

CreativeOne Wealth, LLC

$5,149,786

1.79%

247,705

Arkadios Wealth Advisors

$5,027,499

1.75%

241,823

NewEdge Advisors, LLC

$4,674,693

1.63%

224,853

Goldenstone Wealth Management LLC

$4,276,648

1.49%

205,707

Vestmark Advisory Solutions, Inc.

$3,779,476

1.32%

181,793

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ELEVATION POINT WEALTH PARTNERS, LLC	181,793	$3,779,476	100.0%	Other

ELEVATION POINT WEALTH PARTNERS, LLC

$3,779,476

1.32%

181,793

HighTower Advisors, LLC

$3,551,867

1.24%

170,845

VestGen Advisors, LLC

$3,371,202

1.17%

162,155

ENVESTNET ASSET MANAGEMENT INC

$3,207,772

1.12%

154,294

White Knight Strategic Wealth Advisors, LLC

$3,120,558

1.09%

150,099

Steward Partners Investment Advisory, LLC

$2,875,797

1.00%

138,326

Western Wealth Management, LLC

$2,738,500

0.95%

131,722

Arax Advisory Partners

$2,674,217

0.93%

128,630

Mutual Advisors, LLC

$2,572,471

0.90%

123,736

Sequent Planning LLC

$2,338,958

0.81%

112,504

Ethos Financial Group, LLC

$2,296,068

0.80%

110,441

AE Wealth Management LLC

$2,292,908

0.80%

110,289

Janney Montgomery Scott LLC

$2,113,407

0.74%

101,655

KINTRA WEALTH, LLC

$1,979,748

0.69%

95,226

BECK CAPITAL MANAGEMENT, LLC

$1,970,039

0.69%

94,759

SILVER OAK SECURITIES, INCORPORATED

$1,874,010

0.65%

90,140

Pallas Capital Advisors LLC

$1,859,811

0.65%

89,457

FSB PREMIER WEALTH MANAGEMENT, INC.

$1,848,438

0.64%

88,910

Legacy Wealth Managment, LLC/ID

$1,801,453

0.63%

86,650

Capital CS Group, LLC

$1,656,318

0.58%

79,669

Aptus Capital Advisors, LLC

$1,554,946

0.54%

74,793

Foundations Investment Advisors, LLC

$1,542,347

0.54%

74,187

Legacy Edge Advisors, LLC

$1,527,961

0.53%

73,495

JANE STREET GROUP, LLC

$1,379,811

0.48%

66,369

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	66,369	$1,379,811	100.0%	Defined

Benson Wealth Management INC

$1,299,083

0.45%

62,486

Mariner, LLC

$1,247,400

0.43%

60,000

Beaumont Financial Advisors, LLC

$1,230,102

0.43%

59,168

TRANSCEND CAPITAL ADVISORS, LLC

$986,215

0.34%

47,437

BlackDiamond Wealth Management, LLC

$958,793

0.33%

46,118

Simplicity Wealth,LLC

$943,554

0.33%

45,385

Burnham & Co LLC

$904,365

0.31%

43,500

Capital Analysts, LLC

$895,674

0.31%

43,082

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
LINCOLN INVESTMENT PLANNING, LLC	12,650	$262,993	29.4%	Defined
Held directly	30,432	$632,681	70.6%	Defined

Advyzon Investment Management, LLC

$842,763

0.29%

40,537

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UPTICK PARTNERS, LLC joint	37,613	$781,974	92.8%	Other
Held directly	2,924	$60,789	7.2%	Sole

Larson Financial Group LLC

$815,778

0.28%

39,239

StoneX Group Inc.

$814,469

0.28%

39,176

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
StoneX Advisors Inc.	39,176	$814,469	100.0%	Defined

Delta Investment Management, LLC

$799,417

0.28%

38,452

OneDigital Investment Advisors LLC

$774,011

0.27%

37,230

Sanctuary Advisors, LLC

$771,080

0.27%

37,089

Millington Financial Advisors, LLC

$745,217

0.26%

35,845

Vantus Wealth LLC

$737,234

0.26%

35,461

Legacy Capital Wealth Partners, LLC

$690,789

0.24%

33,227

Rehmann Capital Advisory Group

$678,003

0.24%

32,612

Prairie Wealth Advisors, Inc.

$675,238

0.24%

Prostatis Group LLC

$672,660

0.23%

32,355

Alpha Wealth Funds, LLC

$597,961

0.21%

28,762

RPS ADVISORY SOLUTIONS LLC

$559,479

0.19%

26,911

WCG Wealth Advisors LLC

$529,625

0.18%

25,475

LM Advisors LLC

$525,987

0.18%

25,300

OSAIC HOLDINGS, INC.

$486,901

0.17%

23,420

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CW Advisors, LLC	23,320	$484,822	99.6%	Sole
Osaic Advisory Services, LLC	100	$2,079	0.4%	Defined

Trek Financial, LLC

$430,560

0.15%

20,710

WPG Advisers, LLC

$378,565

0.13%

18,209

Keating Financial Advisory Services, Inc.

$352,141

0.12%

16,938

Harvest Investment Services, LLC

$338,980

0.12%

16,305

Visionary Wealth Advisors

$289,355

0.10%

13,918

&PARTNERS

$254,719

0.09%

12,252

Five Pine Wealth Management

$251,662

0.09%

12,105

Gaddis Premier Wealth Advisors LLC

$244,968

0.09%

11,783

Tradition Wealth Management, LLC

$239,459

0.08%

11,518

Advisory Services Network, LLC

$237,816

0.08%

11,439

MONEY CONCEPTS CAPITAL CORP

$226,423

0.08%

10,891

Oder Investment Management, LLC

$203,866

0.07%

9,806

HBK Sorce Advisory LLC

$203,367

0.07%

9,782

Parallel Advisors, LLC

$200,893

0.07%

9,663

Investors Portfolio Services LLC

$106,112

0.04%

5,104

AMERIFLEX GROUP, INC.

$88,856

0.03%

4,274

Global Retirement Partners, LLC

$50,789

0.02%

2,443

JPMORGAN CHASE & CO

$41,580

0.01%

2,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
55I, LLC	2,000	$41,580	100.0%	Other

FIFTH THIRD BANCORP

$41,580

0.01%

2,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	2,000	$41,580	100.0%	Defined

TOUNJIAN ADVISORY PARTNERS, LLC

$19,937

0.01%

959

ACTION POINT FINANCIAL PLANNING, LLC

$14,553

0.01%

700

JONES FINANCIAL COMPANIES LLLP

$5,239

0.00%

252

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	252	$5,239	100.0%	Sole

Coppell Advisory Solutions LLC

$916

0.00%

28,790

Key facts CIK 1329377 CUSIP 33733E690 13F (30d) 93 filings 93 filers Visit website