Vault-13

FIRST TR EXCHNG TRADED FD VI OCTM

FT VEST US EQUIT · ETP · CUSIP 33740F136

38 institutional holders +2 vs Q1 2026
554,804554.8k shares reported held*
$18.6mreported value*
5 new 5 added 12 reduced 1 sold out net bought ≈ $1.2m (+36.1k 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 ≈ $33.60.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q4 24: 32Q1 25: 31Q2 25: 34Q3 25: 34Q4 25: 42Q1 26: 36Q2 26: 3838Q4 24Q2 25Q4 25Q2 26
Numbers
QuarterHolders
Q4 202432
Q1 202531
Q2 202534
Q3 202534
Q4 202542
Q1 202636
Q2 202638

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 25Q1 26: 7 bought or addedQ1 26: 20 cut or sold outQ1 26Q2 26: 10 bought or addedQ2 26: 13 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q1 20251214
Q2 20251114
Q3 20251213
Q4 20252515
Q1 2026720
Q2 20261013

Biggest buyers

OLD MISSION CAPITAL LLC New +23,142+23.1k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +12,594+12.6k
Ameritas Advisory Services, LLC New +11,150+11.2k
PRECEDENT WEALTH PARTNERS, LLC New +7,554+7.6k
LVZ, Inc. Added +3,074+3.1k
TOUNJIAN ADVISORY PARTNERS, LLC New +2,987+3.0k
HARBOUR INVESTMENTS, INC. Added +2,774+2.8k
Geneos Wealth Management Inc. Added +2,000+2.0k
Mariner, LLC Added +828+828
UBS Group AG New +333+333

Biggest sellers

Kestra Advisory Services, LLC Reduced -16,246-16.2k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -7,313-7.3k
Cambridge Investment Research Advisors, Inc. Reduced -2,440-2.4k
Advisory Services Network, LLC Sold out -1,117-1.1k
Americana Partners, LLC Reduced -647-647
MILESTONE ASSET MANAGEMENT, LLC Reduced -614-614
Maia Wealth LLC Reduced -547-547
Apollon Wealth Management, LLC Reduced -500-500
Atria Investments, Inc Reduced -410-410
Integrity Financial Corp /WA Reduced -361-361

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, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 54,69454.7k $1.8m $1.8m 0.01% Reduced -16.2k -16,246
2 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 42,78342.8k $1.4m $1.4m 0.02% Added +2.8k +2,774
3 Apollon Wealth Management, LLC 0.01% of their portfolio MOUNT PLEASANT, SC 32,36232.4k $1.1m $1.1m 0.01% Reduced -500 -500
4 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 31,09531.1k $1.0m $1.0m 0.00% Added +12.6k +12,594
5 LVZ, Inc. 0.10% of their portfolio Holland, MI 29,68829.7k $997.5k $997.5k 0.10% Added +3.1k +3,074
6 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 23,49923.5k $790.0k $790.0k 0.00% Unchanged
7 Capasso Planning Partners LLC 0.39% of their portfolio CHARLESTON, SC 23,31823.3k $783.5k $783.5k 0.39% Unchanged
8 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 23,14223.1k $777.6k $777.6k 0.02% New
9 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 22,05722.1k $741.0k $741.0k 0.00% Reduced -2.4k -2,440
10 FWG Investments, LLC. 0.37% of their portfolio LEXINGTON, KY 20,56920.6k $691.1k $691.1k 0.37% Unchanged
11 Madrona Financial Services, LLC 0.11% of their portfolio EVERETT, WA 18,53118.5k $622.6k $622.6k 0.11% Unchanged
12 Maia Wealth LLC 0.09% of their portfolio DENVER, CO 18,20218.2k $611.6k $611.6k 0.09% Reduced -547 -547
13 Buck Wealth Strategies, LLC 0.06% of their portfolio DENVER, CO 18,14018.1k $609.5k $609.5k 0.06% Unchanged
14 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 16,77016.8k $563.5k $563.5k 0.00% Reduced -7.3k -7,313
15 Americana Partners, LLC 0.01% of their portfolio Houston, TX 15,76015.8k $529.5k $529.5k 0.01% Reduced -647 -647
16 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 15,41715.4k $518.0k $518.0k 0.01% Unchanged
17 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 14,05714.1k $472.3k $472.3k 0.00% Reduced -123 -123
18 Beacon Financial Advisory LLC 0.09% of their portfolio CLEVELAND, OH 13,57013.6k $455.9k $455.9k 0.09% Unchanged
19 Mariner, LLC 0.00% of their portfolio Overland Park, KS 12,78612.8k $429.6k $429.6k 0.00% Added +828 +828
20 BostonPremier Wealth LLC 0.18% of their portfolio HANOVER, MA 12,50812.5k $420.3k $420.3k 0.18% Unchanged
21 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 11,54811.5k $388.0k $388.0k 0.00% Reduced -410 -410
22 Ameritas Advisory Services, LLC 0.01% of their portfolio Lincoln, NE 11,15011.2k $374.6k $374.6k 0.01% New
23 Geneos Wealth Management Inc. 0.01% of their portfolio ENGLEWOOD, CO 10,60010.6k $356.2k $356.2k 0.01% Added +2.0k +2,000
24 WEALTHGARDEN F.S. LLC 0.18% of their portfolio EL SEGUNDO, CA 9,4659.5k $318.0k $318.0k 0.18% Reduced -9 -9
25 Capital Analysts, LLC 0.01% of their portfolio FORT WASHINGTON, PA 7,9948.0k $269.0k $269.0k 0.01% Unchanged
26 PRECEDENT WEALTH PARTNERS, LLC 0.04% of their portfolio HOUSTON, TX 7,5547.6k $253.8k $253.8k 0.04% New
27 Gallagher Fiduciary Advisors, LLC 0.01% of their portfolio ROLLING MEADOWS, IL 6,9336.9k $232.9k $232.9k 0.01% Unchanged
28 MILESTONE ASSET MANAGEMENT, LLC 0.03% of their portfolio PITTSBURGH, PA 6,1196.1k $205.6k $205.6k 0.03% Reduced -614 -614
29 Integrity Financial Corp /WA 0.07% of their portfolio JACKSON, WY 4,4494.4k $149.5k $149.5k 0.07% Reduced -361 -361
30 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 4,3414.3k $145.9k $145.9k 0.00% Unchanged
31 EVOLUTION WEALTH MANAGEMENT INC. 0.07% of their portfolio FORT MYERS, FL 3,5293.5k $118.6k $118.6k 0.07% Reduced -3 -3
32 TOUNJIAN ADVISORY PARTNERS, LLC 0.04% of their portfolio FORT MYERS, FL 2,9873.0k $100.4k $100.4k 0.04% New
33 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 2,4642.5k $82.8k $82.8k 0.00% Unchanged
34 Financial Network Wealth Advisors LLC 0.08% of their portfolio MURRAY, UT 2,2492.2k $75.6k $75.6k 0.08% Unchanged
35 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 2,2152.2k $74.4k $74.4k 0.00% Unchanged
36 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 1,3261.3k $44.6k $44.6k 0.00% Unchanged
37 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 600600 $20.2k $20.2k 0.00% Unchanged
38 UBS Group AG 0.00% of their portfolio ZURICH, V8 333333 $11.2k $11.2k 0.00% New