Vault-13

FIRST TR EXCH TRADED FD III SDVD

FT VEST SMID · ETP · CUSIP 33738D820

108 institutional holders +3 vs Q1 2026
15,934,54515.9m shares reported held*
$367.9mreported value*
13 new 66 added 18 reduced 12 sold out net bought ≈ $27.8m (+1.1m 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 ($1.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $23.09.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 23: 4Q4 23: 15Q1 24: 34Q2 24: 48Q3 24: 53Q4 24: 69Q1 25: 84Q2 25: 88Q3 25: 86Q4 25: 97Q1 26: 105Q2 26: 108108Q3 23Q2 24Q1 25Q4 25Q2 26
Numbers
QuarterHolders
Q3 20234
Q4 202315
Q1 202434
Q2 202448
Q3 202453
Q4 202469
Q1 202584
Q2 202588
Q3 202586
Q4 202597
Q1 2026105
Q2 2026108

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 24: 45 bought or addedQ3 24: 10 cut or sold outQ4 24: 56 bought or addedQ4 24: 4 cut or sold outQ4 24Q1 25: 65 bought or addedQ1 25: 16 cut or sold outQ2 25: 55 bought or addedQ2 25: 33 cut or sold outQ2 25Q3 25: 58 bought or addedQ3 25: 30 cut or sold outQ4 25: 59 bought or addedQ4 25: 32 cut or sold outQ4 25Q1 26: 75 bought or addedQ1 26: 26 cut or sold outQ2 26: 79 bought or addedQ2 26: 30 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20244510
Q4 2024564
Q1 20256516
Q2 20255533
Q3 20255830
Q4 20255932
Q1 20267526
Q2 20267930

Biggest buyers

Luken Investment Analytics, LLC New +549,594+549.6k
LPL Financial LLC Added +309,729+309.7k
OSAIC HOLDINGS, INC. Added +157,244+157.2k
Cambridge Investment Research Advisors, Inc. Added +102,998+103.0k
Steward Partners Investment Advisory, LLC Added +101,539+101.5k
RAYMOND JAMES FINANCIAL INC Added +100,667+100.7k
Cetera Investment Advisers Added +71,337+71.3k
Golden State Wealth Management, LLC New +61,012+61.0k
IFP Advisors, Inc Added +50,524+50.5k
ENVESTNET ASSET MANAGEMENT INC Added +46,327+46.3k

Biggest sellers

Wealthspire Retirement, LLC Sold out -645,000-645.0k
STIFEL FINANCIAL CORP Reduced -85,229-85.2k
Private Advisor Group, LLC Reduced -64,371-64.4k
JANE STREET GROUP, LLC Sold out -60,008-60.0k
Whipplewood Advisors, LLC Reduced -56,673-56.7k
CITADEL ADVISORS LLC Sold out -41,908-41.9k
OLD MISSION CAPITAL LLC Sold out -38,312-38.3k
Orion Porfolio Solutions, LLC Reduced -31,211-31.2k
SOUTHERN CAPITAL SERVICES INC /ADV Sold out -23,560-23.6k
Janney Montgomery Scott LLC Reduced -13,994-14.0k

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.

HolderStakeChangeShares Last filed
FIRST TRUST PORTFOLIOS LP 13G · institution -1.8 pts · filed 2026-10-22 42.9% -1.8 pts 17.3m≈ $399.1m 2026-10-22

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,576,0541.6m $36.4m $36.4m 0.01% Added +309.7k +309,729
2 Steward Partners Investment Advisory, LLC 0.15% of their portfolio STAMFORD, CT 1,310,3821.3m $30.3m $30.3m 0.15% Added +101.5k +101,539
3 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 1,163,5291.2m $26.9m $26.9m 0.01% Added +100.7k +100,667
4 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 1,126,2841.1m $26.0m $26.0m 0.03% Added +8.3k +8,269
5 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 804,054804.1k $18.6m $18.6m 0.02% Reduced -85.2k -85,229
6 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 772,597772.6k $17.8m $17.8m 0.02% Added +71.3k +71,337
7 STEPHENS INC /AR/ 0.18% of their portfolio LITTLE ROCK, AR 678,876678.9k $15.7m $15.7m 0.18% Added +18.3k +18,252
8 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 607,164607.2k $14.0m $14.0m 0.00% Added +13.3k +13,261
9 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 552,562552.6k $12.8m $12.8m 0.01% Added +157.2k +157,244
10 Luken Investment Analytics, LLC 4.44% of their portfolio BRENTWOOD, TN 549,594549.6k $12.7m $12.7m 4.44% New
11 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 519,484519.5k $12.0m $12.0m 0.04% Reduced -3.0k -3,032
12 Capital Investment Advisors, LLC 0.12% of their portfolio ATLANTA, GA 386,746386.7k $8.9m $8.9m 0.12% Reduced -1.6k -1,583
13 Z3 Capital Partners, LLC 1.69% of their portfolio RICHMOND, VA 349,449349.4k $8.1m $8.1m 1.69% Added +5.6k +5,646
14 Indivisible Partners 0.43% of their portfolio CLEARWATER, FL 329,479329.5k $7.6m $7.6m 0.43% Added +10.7k +10,672
15 Snowden Capital Advisors LLC 0.14% of their portfolio New York, NY 260,940260.9k $6.0m $6.0m 0.14% Added +7.8k +7,850
16 CREATIVE FINANCIAL DESIGNS INC /ADV 0.28% of their portfolio KOKOMO, IN 252,242252.2k $5.8m $5.8m 0.28% Added +8.2k +8,225
17 HARBOUR INVESTMENTS, INC. 0.08% of their portfolio MADISON, WI 242,494242.5k $5.6m $5.6m 0.08% Added +28.8k +28,791
18 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 224,221224.2k $5.2m $5.2m 0.02% Reduced -64.4k -64,371
19 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 222,832222.8k $5.1m $5.1m 0.00% Added +46.3k +46,327
20 IFP Advisors, Inc 0.08% of their portfolio TAMPA, FL 203,442203.4k $4.7m $4.7m 0.08% Added +50.5k +50,524
21 RiverTree Advisors, LLC 2.68% of their portfolio WINTER PARK, FL 196,412196.4k $4.5m $4.5m 2.68% Added +17.9k +17,926
22 G&S Capital LLC 1.25% of their portfolio DENVER, CO 186,523186.5k $4.3m $4.3m 1.25% Added +6.7k +6,744
23 Advisory Advocates, LLC 3.09% of their portfolio GRAND RAPIDS, MI 156,166156.2k $3.6m $3.6m 3.09% Added +5.8k +5,850
24 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 151,146151.1k $3.5m $3.5m 0.00% Added +103.0k +102,998
25 INTEGRITY ALLIANCE, LLC. 0.11% of their portfolio Urbandale, IA 149,469149.5k $3.5m $3.5m 0.11% Added +22.8k +22,785
26 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 147,431147.4k $3.4m $3.4m 0.01% Reduced -14.0k -13,994
27 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 128,579128.6k $3.0m $3.0m 0.00% Added +3.3k +3,274
28 MTM Investment Management, LLC 0.73% of their portfolio SPARTANBURG, SC 110,960111.0k $2.6m $2.6m 0.73% Added +2.4k +2,420
29 Stonebridge Financial Planning Group, LLC 0.76% of their portfolio ORLANDO, FL 103,280103.3k $2.4m $2.4m 0.76% Added +6.5k +6,461
30 Delta Investment Management, LLC 0.39% of their portfolio SAN FRANCISCO, CA 102,998103.0k $2.4m $2.4m 0.39% Added +11.4k +11,352
31 RFG Advisory, LLC 0.04% of their portfolio BIRMINGHAM, AL 99,07399.1k $2.3m $2.3m 0.04% Added +29.9k +29,936
32 Foundations Investment Advisors, LLC 0.02% of their portfolio PHOENIX, AZ 88,45988.5k $2.0m $2.0m 0.02% Added +39.9k +39,867
33 Elevation Advisory Partners LLC 2.04% of their portfolio ORLANDO, FL 86,04686.0k $2.0m $2.0m 2.04% Added +12.9k +12,908
34 VIMA LLC 1.88% of their portfolio TROY, MI 83,35883.4k $1.9m $1.9m 1.88% First filing
35 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.11% of their portfolio ORLANDO, FL 80,38680.4k $1.9m $1.9m 0.11% Added +15.8k +15,775
36 Gladstone Institutional Advisory LLC 0.06% of their portfolio Bedminster, NJ 80,12580.1k $1.9m $1.9m 0.06% Reduced -779 -779
37 CHIRON CAPITAL MANAGEMENT, LLC 1.65% of their portfolio TALLAHASSEE, FL 79,66379.7k $1.8m $1.8m 1.65% Reduced -2.8k -2,785
38 Arax Advisory Partners 0.01% of their portfolio NEW YORK, NY 72,17072.2k $1.7m $1.7m 0.01% Added +5.9k +5,933
39 Cambridge Advisors Inc. 0.26% of their portfolio OMAHA, NE 65,91865.9k $1.5m $1.5m 0.26% Added +3.0k +3,021
40 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 65,38865.4k $1.5m $1.5m 0.01% Added +16.9k +16,869
41 INDEPENDENT FINANCIAL GROUP, LLC 0.03% of their portfolio SAN DIEGO, CA 64,72164.7k $1.5m $1.5m 0.03% Added +7.3k +7,260
42 Trueblood Wealth Management, LLC 0.50% of their portfolio LIMA, OH 62,25662.3k $1.4m $1.4m 0.50% Added +6.2k +6,160
43 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 61,68261.7k $1.4m $1.4m 0.00% Added +27.8k +27,809
44 Golden State Wealth Management, LLC 0.13% of their portfolio SANTA ANA, CA 61,01261.0k $1.4m $1.4m 0.13% New
45 SILVER OAK SECURITIES, INCORPORATED 0.08% of their portfolio JACKSON, TN 58,60558.6k $1.4m $1.4m 0.08% Added +7.4k +7,436
46 Capital Investment Advisory Services, LLC 0.08% of their portfolio RALEIGH, NC 55,25055.2k $1.3m $1.3m 0.08% Added +628 +628
47 WINNACLE WEALTH LLC 0.85% of their portfolio WACO, TX 53,96254.0k $1.2m $1.2m 0.85% Added +6.8k +6,792
48 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 52,62152.6k $1.2m $1.2m 0.00% Added +4.0k +3,983
49 Next Level Private LLC 0.24% of their portfolio HARRISON, NY 52,22152.2k $1.2m $1.2m 0.24% Added +2.4k +2,402
50 Atlas Wealth LLC 0.17% of their portfolio CINCINNATI, OH 51,68651.7k $1.2m $1.2m 0.17% Added +6.9k +6,886
51 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 48,48548.5k $1.1m $1.1m 0.01% Added +8.1k +8,116
52 Maia Wealth LLC 0.15% of their portfolio DENVER, CO 43,50643.5k $1.0m $1.0m 0.15% Added +150 +150
53 Capital Analysts, LLC 0.02% of their portfolio FORT WASHINGTON, PA 43,44043.4k $1.0m $1.0m 0.02% Added +10.0k +10,022
54 1776 Wealth LLC 0.35% of their portfolio ATLANTA, GA 42,87142.9k $989.9k $989.9k 0.35% Added +2.2k +2,181
55 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 41,53141.5k $956.6k $956.6k 0.00% New
56 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 40,89940.9k $944.4k $944.4k 0.00% Added +13.9k +13,917
57 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 37,82537.8k $873.4k $873.4k 0.00% New
58 Summit Financial, LLC 0.01% of their portfolio PARSIPPANY, NJ 37,77637.8k $872.2k $872.2k 0.01% Added +2.6k +2,564
59 TrueWealth Advisors, LLC 0.19% of their portfolio BIRMINGHAM, AL 36,76036.8k $848.8k $848.8k 0.19% Added +1.0k +1,011
60 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 36,01236.0k $831.5k $831.5k 0.00% Added +5.2k +5,182
61 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 35,87235.9k $828.3k $828.3k 0.02% New
62 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.03% of their portfolio CEDAR RAPIDS, IA 30,28830.3k $699.4k $699.4k 0.03% Reduced -162 -162
63 Uniting Wealth Partners, LLC 0.14% of their portfolio DENVER, CO 29,77329.8k $687.5k $687.5k 0.14% New
64 Kovack Advisors, Inc. 0.03% of their portfolio FT. LAUDERDALE, FL 29,76329.8k $688.7k $688.7k 0.03% Reduced -9.9k -9,947
65 TKG Advisors, LLC 0.23% of their portfolio VALPARAISO, IN 28,60228.6k $660.4k $660.4k 0.23% Added +3.6k +3,568
66 Signature Equity Partners, LLC 0.29% of their portfolio COLUMBUS, OH 27,35327.4k $631.6k $631.6k 0.29% Added +3.2k +3,186
67 Pinnacle Financial Partners, Inc. 0.00% of their portfolio ATLANTA, GA 25,26825.3k $583.5k $583.5k 0.00% Added +2.5k +2,462
68 Balboa Wealth Partners 0.08% of their portfolio SCOTTSDALE, AZ 24,51724.5k $566.1k $566.1k 0.08% Reduced -7.7k -7,699
69 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 23,73023.7k $547.9k $547.9k 0.01% Reduced -3.3k -3,289
70 Schulz Wealth, LTD. 0.28% of their portfolio MANSFIELD, TX 23,70023.7k $547.2k $547.2k 0.28% First filing
71 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 23,42423.4k $540.9k $540.9k 0.00% Added +2.4k +2,359
72 IHT Wealth Management, LLC 0.01% of their portfolio Chicago, IL 20,46120.5k $472.5k $472.5k 0.01% Added +5.2k +5,210
73 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 19,33319.3k $446.4k $446.4k 0.01% Added +208 +208
74 Moors & Cabot, Inc. 0.02% of their portfolio BOSTON, MA 19,28319.3k $445.2k $445.2k 0.02% New
75 Triumph Capital Management 0.08% of their portfolio DENVER, CO 19,16219.2k $442.5k $442.5k 0.08% Added +3.5k +3,466
76 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 18,84818.8k $435.2k $435.2k 0.00% Reduced -31.2k -31,211
77 NOVEM GROUP 0.04% of their portfolio Rochester, NY 17,89717.9k $413.2k $413.2k 0.04% Added +7.2k +7,150
78 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 17,38017.4k $401.3k $401.3k 0.00% Added +1.6k +1,586
79 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 16,40516.4k $378.8k $378.8k 0.00% Added +2.3k +2,300
80 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 15,49215.5k $357.7k $357.7k 0.00% Unchanged
81 Van Diest Capital, LLC 0.32% of their portfolio POLY CITY, IA 15,24315.2k $352.0k $352.0k 0.32% New
82 J.W. COLE ADVISORS, INC. 0.01% of their portfolio TAMPA, FL 14,36914.4k $331.8k $331.8k 0.01% New
83 Faithward Advisors, LLC 0.04% of their portfolio LANCASTER, PA 13,51213.5k $312.0k $312.0k 0.04% Added +1.2k +1,184
84 Gateway Wealth Partners, LLC 0.02% of their portfolio APPLETON, WI 13,43113.4k $310.1k $310.1k 0.02% Reduced -3.2k -3,195
85 Kingsview Wealth Management, LLC 0.00% of their portfolio GRANTS PASS, OR 13,09313.1k $302.3k $302.3k 0.00% New
86 LANGLEY WEALTH MANAGEMENT, LLC 0.29% of their portfolio CORINTH, MS 12,82912.8k $296.2k $296.2k 0.29% First filing
87 MSH Capital Advisors LLC 0.05% of their portfolio SCOTTSDALE, AZ 12,73412.7k $294.0k $294.0k 0.05% New
88 Csenge Advisory Group 0.01% of their portfolio CLEARWATER, FL 11,66611.7k $269.4k $269.4k 0.01% New
89 World Investment Advisors 0.00% of their portfolio LINCROFT, NJ 11,04311.0k $255.0k $255.0k 0.00% Added +1.7k +1,691
90 Advyzon Investment Management, LLC 0.02% of their portfolio LISLE, IL 10,94310.9k $252.7k $252.7k 0.02% Added +90 +90
91 Quad-Cities Investment Group, LLC 0.08% of their portfolio DAVENPORT, IA 10,06010.1k $232.3k $232.3k 0.08% Added +312 +312
92 Core Wealth Partners LLC 0.10% of their portfolio SANTA ROSA, CA 9,7619.8k $225.4k $225.4k 0.10% Reduced -12.1k -12,067
93 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 8,1848.2k $189.0k $189.0k 0.00% Added +8 +8
94 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 5,5445.5k $128.0k $128.0k 0.00% Added +109 +109
95 Bank of New Hampshire 0.03% of their portfolio LACONIA, NH 5,4405.4k $125.6k $125.6k 0.03% New
96 Wagner Wealth Management, LLC 0.01% of their portfolio GREENVILLE, SC 3,4943.5k $80.7k $80.7k 0.01% Added +15 +15
97 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 2,9402.9k $67.9k $67.9k 0.00% Unchanged
98 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 2,4502.5k $56.6k $56.6k 0.00% Unchanged
99 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 2,4002.4k $55.4k $55.4k 0.00% Unchanged
100 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 2,3642.4k $54.6k $54.6k 0.00% Unchanged