Vault-13

FIRST TR EXCHANGE-TRADED FD DFII

FT VEST BITCOIN · ETP · CUSIP 33733E724

22 institutional holders +3 vs Q1 2026
581,083581.1k shares reported held*
$6.5mreported value*
5 new 9 added 6 reduced 2 sold out net sold ≈ $1.5m (-138.5k 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 ≈ $11.12.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0102030Q2 25: 5Q3 25: 12Q4 25: 19Q1 26: 19Q2 26: 2222Q2 25Q3 25Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q2 20255
Q3 202512
Q4 202519
Q1 202619
Q2 202622

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
20020Q3 25: 11 bought or addedQ3 25: 1 cut or sold outQ3 25Q4 25: 14 bought or addedQ4 25: 5 cut or sold outQ4 25Q1 26: 15 bought or addedQ1 26: 7 cut or sold outQ1 26Q2 26: 14 bought or addedQ2 26: 8 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2025111
Q4 2025145
Q1 2026157
Q2 2026148

Biggest buyers

Benson Wealth Management INC Added +36,852+36.9k
WINNACLE WEALTH LLC New +25,544+25.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +17,646+17.6k
Insight Advisors, LLC/ PA Added +8,757+8.8k
SteelPeak Wealth, LLC Added +3,905+3.9k
Archer Investment Corp Added +2,141+2.1k
Kestra Advisory Services, LLC Added +1,706+1.7k
Cambridge Investment Research Advisors, Inc. Added +1,469+1.5k
UBS Group AG New +1,159+1.2k
HARBOUR INVESTMENTS, INC. Added +1,000+1.0k

Biggest sellers

Andina Capital Management, LLC Sold out -138,929-138.9k
JANE STREET GROUP, LLC Reduced -53,878-53.9k
OLD MISSION CAPITAL LLC Reduced -22,348-22.3k
Maridea Wealth Management LLC Sold out -14,587-14.6k
INDEPENDENT FINANCIAL GROUP, LLC Reduced -9,100-9.1k
ENVESTNET ASSET MANAGEMENT INC Reduced -521-521
Cresset Asset Management, LLC Reduced -488-488
Western Wealth Management, LLC Reduced -295-295

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Insight Advisors, LLC/ PA 0.37% of their portfolio Newtown, PA 190,221190.2k $2.1m $2.1m 0.37% Added +8.8k +8,757
2 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 128,693128.7k $1.4m $1.4m 0.00% Added +1.5k +1,469
3 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 56,13556.1k $624.2k $624.2k 0.01% Reduced -9.1k -9,100
4 Benson Wealth Management INC 0.44% of their portfolio OOLTEWAH, TN, TN 39,63539.6k $440.7k $440.7k 0.44% Added +36.9k +36,852
5 WINNACLE WEALTH LLC 0.19% of their portfolio WACO, TX 25,54425.5k $284.0k $284.0k 0.19% New
6 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 19,92919.9k $221.6k $221.6k 0.00% Added +1.7k +1,706
7 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 17,64617.6k $196.2k $196.2k 0.00% New
8 SteelPeak Wealth, LLC 0.00% of their portfolio WOODLAND HILLS, CA 16,27516.3k $181.0k $181.0k 0.00% Added +3.9k +3,905
9 Capital CS Group, LLC 0.26% of their portfolio IRVINE, CA 16,16116.2k $179.7k $179.7k 0.26% Added +218 +218
10 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 15,31415.3k $170.3k $170.3k 0.00% Reduced -53.9k -53,878
11 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 11,40511.4k $126.8k $126.8k 0.00% Reduced -521 -521
12 OLD MISSION CAPITAL LLC 0.00% of their portfolio CHICAGO, IL 10,87610.9k $120.9k $120.9k 0.00% Reduced -22.3k -22,348
13 Western Wealth Management, LLC 0.00% of their portfolio GOLDEN, CO 10,75410.8k $119.6k $119.6k 0.00% Reduced -295 -295
14 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 10,22110.2k $113.7k $113.7k 0.00% Reduced -488 -488
15 Archer Investment Corp 0.00% of their portfolio Carmel, IN 4,2604.3k $47.4k $47.4k 0.00% Added +2.1k +2,141
16 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 3,6003.6k $40.0k $40.0k 0.00% Added +1.0k +1,000
17 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 1,3021.3k $14.5k $14.5k 0.00% Added +87 +87
18 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,1591.2k $12.9k $12.9k 0.00% New
19 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 902902 $10.0k $10.0k 0.00% New
20 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 501501 $5.6k $5.6k 0.00% Unchanged
21 Triumph Capital Management 0.00% of their portfolio DENVER, CO 300300 $3.3k $3.3k 0.00% Unchanged
22 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 250250 $2.8k $2.8k 0.00% New