Vault-13

FIRST TR EXCHNG TRADED FD VI XJAN

FT VEST US EQT E · ETP · CUSIP 33740F318

30 institutional holders -3 vs Q3 2025
482,190482.2k shares reported held*
$17.8mreported value*
3 new 2 added 22 reduced 6 sold out net sold ≈ $17.9m (-487.0k 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 ≈ $36.83.

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

02040Q1 24: 29Q2 24: 35Q3 24: 35Q4 24: 30Q1 25: 33Q2 25: 30Q3 25: 33Q4 25: 3030Q1 24Q3 24Q1 25Q3 25Q4 25
Numbers
QuarterHolders
Q1 202429
Q2 202435
Q3 202435
Q4 202430
Q1 202533
Q2 202530
Q3 202533
Q4 202530

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q2 24: 15 bought or addedQ2 24: 14 cut or sold outQ2 24Q3 24: 12 bought or addedQ3 24: 20 cut or sold outQ4 24: 12 bought or addedQ4 24: 17 cut or sold outQ4 24Q1 25: 19 bought or addedQ1 25: 10 cut or sold outQ2 25: 12 bought or addedQ2 25: 10 cut or sold outQ2 25Q3 25: 12 bought or addedQ3 25: 15 cut or sold outQ4 25: 5 bought or addedQ4 25: 28 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q2 20241514
Q3 20241220
Q4 20241217
Q1 20251910
Q2 20251210
Q3 20251215
Q4 2025528

Biggest buyers

IMC-Chicago, LLC New +22,319+22.3k
Arlington Capital Management, Inc. New +7,276+7.3k
OLD MISSION CAPITAL LLC Added +675+675
Capital Investment Advisory Services, LLC Added +419+419
Smartleaf Asset Management LLC New +419+419

Biggest sellers

Americana Partners, LLC Sold out -175,742-175.7k
ENVESTNET ASSET MANAGEMENT INC Reduced -141,826-141.8k
Cetera Investment Advisers Reduced -94,067-94.1k
CreativeOne Wealth, LLC Reduced -15,196-15.2k
OSAIC HOLDINGS, INC. Reduced -13,054-13.1k
VestGen Investment Management Sold out -10,305-10.3k
KRAEMATON INVESTMENT ADVISORS, INC Reduced -9,935-9.9k
HARBOUR INVESTMENTS, INC. Reduced -9,337-9.3k
Stonebridge Financial Planning Group, LLC Sold out -7,314-7.3k
CITADEL ADVISORS LLC Reduced -6,570-6.6k

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 +33.2 pts · filed 2026-10-07 35.1% +33.2 pts 631.3k≈ $24.2m 2026-10-07

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 HARBOUR INVESTMENTS, INC. 0.05% of their portfolio MADISON, WI 64,29264.3k $2.4m $2.4m 0.05% Reduced -9.3k -9,337
2 KRAEMATON INVESTMENT ADVISORS, INC 1.71% of their portfolio BRAINTREE, MA 58,33558.3k $2.1m $2.1m 1.71% Reduced -9.9k -9,935
3 Arkadios Wealth Advisors 0.03% of their portfolio ATLANTA, GA 45,97946.0k $1.7m $1.7m 0.03% Reduced -639 -639
4 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 35,95936.0k $1.3m $1.3m 0.00% Reduced -13.1k -13,054
5 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 28,61528.6k $1.1m $1.1m 0.00% Reduced -3.4k -3,435
6 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 28,03928.0k $1.0m $1.0m 0.00% Reduced -4.3k -4,320
7 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 23,49823.5k $865.5k $865.5k 0.00% Reduced -94.1k -94,067
8 IMC-Chicago, LLC 0.01% of their portfolio CHICAGO, IL 22,31922.3k $822.1k $822.1k 0.01% New
9 OLD MISSION CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 20,94020.9k $771.3k $771.3k 0.03% Added +675 +675
10 Ashton Thomas Private Wealth, LLC 0.02% of their portfolio SCOTTSDALE, AZ 18,56518.6k $683.8k $683.8k 0.02% Reduced -1.5k -1,469
11 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 16,18116.2k $596.0k $596.0k 0.00% Reduced -6.6k -6,570
12 Sigma Planning Corp 0.02% of their portfolio ANN ARBOR, MI 16,03116.0k $590.5k $590.5k 0.02% Unchanged
13 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 15,02815.0k $553.6k $553.6k 0.00% Reduced -1.6k -1,566
14 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 13,37813.4k $492.8k $492.8k 0.00% Reduced -3.9k -3,884
15 Sequent Planning LLC 0.10% of their portfolio OMAHA, NE 10,18810.2k $375.3k $375.3k 0.10% Reduced -101 -101
16 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 9,3279.3k $343.6k $343.6k 0.00% Reduced -456 -456
17 Mariner, LLC 0.00% of their portfolio Overland Park, KS 7,4387.4k $274.0k $274.0k 0.00% Reduced -5.0k -5,016
18 Arlington Capital Management, Inc. 0.16% of their portfolio ARLINGTON HEIGHTS, IL 7,2767.3k $268.0k $268.0k 0.16% New
19 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 7,1437.1k $263.1k $263.1k 0.01% Reduced -15.2k -15,196
20 Foundations Investment Advisors, LLC 0.00% of their portfolio PHOENIX, AZ 6,8056.8k $250.7k $250.7k 0.00% Reduced -583 -583
21 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 6,1406.1k $226.2k $226.2k 0.00% Reduced -3.4k -3,371
22 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 5,9726.0k $220.0k $220.0k 0.00% Reduced -141.8k -141,826
23 PFS Partners, LLC 0.08% of their portfolio MINE HILL, NJ 4,5954.6k $169.3k $169.3k 0.08% Reduced -9 -9
24 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 2,5882.6k $95.3k $95.3k 0.00% Reduced -3.1k -3,124
25 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 2,2002.2k $81.0k $81.0k 0.00% Reduced -200 -200
26 Integrity Financial Corp /WA 0.03% of their portfolio JACKSON, WY 1,7961.8k $66.2k $66.2k 0.03% Unchanged
27 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 1,5891.6k $58.5k $58.5k 0.00% Added +419 +419
28 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,3251.3k $48.8k $48.8k 0.00% Reduced -1.7k -1,717
29 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 419419 $15.4k $15.4k 0.00% New
30 DHJJ Financial Advisors, Ltd. 0.00% of their portfolio NAPERVILLE, IL 230230 $8.5k $8.5k 0.00% Unchanged