Vault-13

FIRST TR EXCHNG TRADED FD VI OCTM

FT VEST US EQUIT · ETP · CUSIP 33740F136

42 institutional holders +8 vs Q3 2025
514,476514.5k shares reported held*
$16.8mreported value*
15 new 10 added 10 reduced 5 sold out net bought ≈ $3.5m (+106.7k 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 ≈ $32.66.

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

0204060Q4 24: 32Q1 25: 31Q2 25: 34Q3 25: 34Q4 25: 4242Q4 24Q1 25Q2 25Q3 25Q4 25
Numbers
QuarterHolders
Q4 202432
Q1 202531
Q2 202534
Q3 202534
Q4 202542

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q1 25: 12 bought or addedQ1 25: 14 cut or sold outQ1 25Q2 25: 11 bought or addedQ2 25: 14 cut or sold outQ2 25Q3 25: 12 bought or addedQ3 25: 13 cut or sold outQ3 25Q4 25: 25 bought or addedQ4 25: 15 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20251214
Q2 20251114
Q3 20251213
Q4 20252515

Biggest buyers

Kestra Advisory Services, LLC Added +20,998+21.0k
FWG Investments, LLC. New +20,569+20.6k
Madrona Financial Services, LLC New +18,531+18.5k
IMC-Chicago, LLC New +17,570+17.6k
Americana Partners, LLC New +16,533+16.5k
MGO ONE SEVEN LLC New +15,417+15.4k
Beacon Financial Advisory LLC New +13,570+13.6k
Mariner, LLC New +12,420+12.4k
COMMONWEALTH EQUITY SERVICES, LLC Added +12,399+12.4k
HARBOUR INVESTMENTS, INC. Added +11,318+11.3k

Biggest sellers

CITADEL ADVISORS LLC Reduced -18,969-19.0k
Apollon Wealth Management, LLC Reduced -18,208-18.2k
Cambridge Investment Research Advisors, Inc. Reduced -13,734-13.7k
OLD MISSION CAPITAL LLC Sold out -12,005-12.0k
LPL Financial LLC Sold out -6,325-6.3k
JPMORGAN CHASE & CO Reduced -4,873-4.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -4,740-4.7k
Ameritas Advisory Services, LLC Sold out -3,180-3.2k
LVZ, Inc. Reduced -2,300-2.3k
SUMMIT WEALTH GROUP LLC / CO Sold out -1,990-2.0k

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 +4.7 pts · filed 2026-10-19 18.6% +4.7 pts 171.8k≈ $5.8m 2026-10-19

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 71,09371.1k $2.3m $2.3m 0.01% Added +21.0k +20,998
2 Apollon Wealth Management, LLC 0.02% of their portfolio MOUNT PLEASANT, SC 33,70933.7k $1.1m $1.1m 0.02% Reduced -18.2k -18,208
3 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 29,79529.8k $973.0k $973.0k 0.00% Reduced -13.7k -13,734
4 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 26,95327.0k $880.2k $880.2k 0.00% Added +12.4k +12,399
5 LVZ, Inc. 0.10% of their portfolio Holland, MI 26,61426.6k $869.1k $869.1k 0.10% Reduced -2.3k -2,300
6 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 23,49923.5k $767.0k $767.0k 0.00% Added +772 +772
7 Capasso Planning Partners LLC 0.40% of their portfolio CHARLESTON, SC 22,05322.1k $720.2k $720.2k 0.40% Added +663 +663
8 FWG Investments, LLC. 0.43% of their portfolio LEXINGTON, KY 20,56920.6k $671.7k $671.7k 0.43% New
9 Madrona Financial Services, LLC 0.13% of their portfolio EVERETT, WA 18,53118.5k $605.1k $605.1k 0.13% New
10 Buck Wealth Strategies, LLC 0.08% of their portfolio DENVER, CO 18,14018.1k $592.4k $592.4k 0.08% Added +800 +800
11 IMC-Chicago, LLC 0.01% of their portfolio CHICAGO, IL 17,57017.6k $573.8k $573.8k 0.01% New
12 Americana Partners, LLC 0.01% of their portfolio Houston, TX 16,53316.5k $539.9k $539.9k 0.01% New
13 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 15,41715.4k $503.5k $503.5k 0.01% New
14 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 13,81913.8k $451.3k $451.3k 0.00% Added +3.7k +3,745
15 Beacon Financial Advisory LLC 0.10% of their portfolio CLEVELAND, OH 13,57013.6k $443.1k $443.1k 0.10% New
16 BostonPremier Wealth LLC 0.21% of their portfolio HANOVER, MA 12,50812.5k $408.5k $408.5k 0.21% Unchanged
17 Mariner, LLC 0.00% of their portfolio Overland Park, KS 12,42012.4k $405.6k $405.6k 0.00% New
18 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 12,42012.4k $405.6k $405.6k 0.00% Added +606 +606
19 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 12,10212.1k $395.2k $395.2k 0.01% Added +11.3k +11,318
20 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 11,90711.9k $388.8k $388.8k 0.00% Reduced -4.7k -4,740
21 WEALTHGARDEN F.S. LLC 0.20% of their portfolio EL SEGUNDO, CA 9,4749.5k $310.7k $310.7k 0.20% Reduced -215 -215
22 Geneos Wealth Management Inc. 0.01% of their portfolio ENGLEWOOD, CO 8,6008.6k $280.9k $280.9k 0.01% Unchanged
23 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 8,0318.0k $262.3k $262.3k 0.00% Reduced -19.0k -18,969
24 Capital Analysts, LLC 0.01% of their portfolio FORT WASHINGTON, PA 7,9948.0k $261.0k $261.0k 0.01% Unchanged
25 Gallagher Fiduciary Advisors, LLC 0.01% of their portfolio ROLLING MEADOWS, IL 6,9336.9k $226.4k $226.4k 0.01% New
26 CWM, LLC 0.00% of their portfolio OMAHA, NE 6,8536.9k $224.0k $224.0k 0.00% New
27 MILESTONE ASSET MANAGEMENT, LLC 0.04% of their portfolio PITTSBURGH, PA 6,7336.7k $219.9k $219.9k 0.04% New
28 Anfield Capital Management, LLC 0.06% of their portfolio IRVINE, CA 5,4205.4k $177.0k $177.0k 0.06% Unchanged
29 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 4,8954.9k $159.8k $159.8k 0.00% Reduced -1.0k -1,033
30 Integrity Financial Corp /WA 0.08% of their portfolio JACKSON, WY 4,7604.8k $155.4k $155.4k 0.08% New
31 EVOLUTION WEALTH MANAGEMENT INC. 0.10% of their portfolio FORT MYERS, FL 3,5353.5k $115.4k $115.4k 0.10% Unchanged
32 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 2,4642.5k $80.5k $80.5k 0.00% Reduced -1.6k -1,643
33 Financial Network Wealth Advisors LLC 0.08% of their portfolio MURRAY, UT 2,2492.2k $73.4k $73.4k 0.08% Added +1.8k +1,798
34 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 2,2152.2k $72.3k $72.3k 0.00% Added +615 +615
35 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 1,3411.3k $43.8k $43.8k 0.00% New
36 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,2781.3k $41.7k $41.7k 0.00% New
37 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 775775 $25.3k $25.3k 0.00% Unchanged
38 SageView Advisory Group, LLC 0.00% of their portfolio Newport Beach, CA 675675 $22.0k $22.0k 0.00% New
39 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 461461 $15.1k $15.1k 0.00% Reduced -4.9k -4,873
40 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 327327 $10.6k $10.6k 0.00% New
41 DHJJ Financial Advisors, Ltd. 0.00% of their portfolio NAPERVILLE, IL 160160 $5.2k $5.2k 0.00% Unchanged
42 UBS Group AG 0.00% of their portfolio ZURICH, V8 8181 $2.6k $2.6k 0.00% Reduced -146 -146