Vault-13

FIRST TR EXCHNG TRADED FD VI XJAN

FT VEST US EQT E · ETP · CUSIP 33740F318

33 institutional holders +2 vs Q1 2026
615,836615.8k shares reported held*
$23.7mreported value*
6 new 6 added 13 reduced 4 sold out net sold ≈ $3.4m (-88.3k 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 ≈ $38.41.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

02040Q1 24: 29Q2 24: 35Q3 24: 35Q4 24: 30Q1 25: 33Q2 25: 30Q3 25: 33Q4 25: 30Q1 26: 31Q2 26: 3333Q1 24Q3 24Q1 25Q3 25Q1 26Q2 26
Numbers
QuarterHolders
Q1 202429
Q2 202435
Q3 202435
Q4 202430
Q1 202533
Q2 202530
Q3 202533
Q4 202530
Q1 202631
Q2 202633

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q3 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 25Q1 26: 17 bought or addedQ1 26: 12 cut or sold outQ2 26: 12 bought or addedQ2 26: 17 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20241220
Q4 20241217
Q1 20251910
Q2 20251210
Q3 20251215
Q4 2025528
Q1 20261712
Q2 20261217

Biggest buyers

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +37,203+37.2k
OLD MISSION CAPITAL LLC Added +17,092+17.1k
Arax Advisory Partners New +12,765+12.8k
Private Advisory Group LLC New +6,746+6.7k
MML INVESTORS SERVICES, LLC New +6,120+6.1k
ENVESTNET ASSET MANAGEMENT INC Added +945+945
JPMORGAN CHASE & CO New +905+905
Ashton Thomas Private Wealth, LLC Added +797+797
UBS Group AG New +308+308
Cetera Investment Advisers Added +261+261

Biggest sellers

Advisory Services Network, LLC Sold out -59,019-59.0k
HARBOUR INVESTMENTS, INC. Reduced -56,362-56.4k
Orion Porfolio Solutions, LLC Sold out -15,522-15.5k
Arlington Capital Management, Inc. Sold out -7,773-7.8k
Sequent Planning LLC Reduced -6,196-6.2k
CreativeOne Wealth, LLC Sold out -6,118-6.1k
Arkadios Wealth Advisors Reduced -6,063-6.1k
KRAEMATON INVESTMENT ADVISORS, INC Reduced -5,720-5.7k
OSAIC HOLDINGS, INC. Reduced -2,662-2.7k
LPL Financial LLC Reduced -2,180-2.2k

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, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Ashton Thomas Private Wealth, LLC 0.07% of their portfolio SCOTTSDALE, AZ 83,01083.0k $3.2m $3.2m 0.07% Added +797 +797
2 LexAurum Advisors, LLC 0.34% of their portfolio OVERLAND PARK, KS 75,83775.8k $2.9m $2.9m 0.34% Reduced -74 -74
3 KRAEMATON INVESTMENT ADVISORS, INC 1.46% of their portfolio BRAINTREE, MA 51,11551.1k $2.0m $2.0m 1.46% Reduced -5.7k -5,720
4 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 43,03243.0k $1.7m $1.7m 0.00% Added +37.2k +37,203
5 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 39,26039.3k $1.5m $1.5m 0.00% Added +261 +261
6 Arkadios Wealth Advisors 0.02% of their portfolio ATLANTA, GA 38,78938.8k $1.5m $1.5m 0.02% Reduced -6.1k -6,063
7 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 35,10535.1k $1.3m $1.3m 0.00% Reduced -2.7k -2,662
8 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 32,52132.5k $1.2m $1.2m 0.00% Reduced -1.1k -1,081
9 Sequent Planning LLC 0.26% of their portfolio OMAHA, NE 31,87031.9k $1.2m $1.2m 0.26% Reduced -6.2k -6,196
10 OLD MISSION CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 31,84531.8k $1.2m $1.2m 0.03% Added +17.1k +17,092
11 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 27,04827.0k $1.0m $1.0m 0.00% Reduced -631 -631
12 Sigma Planning Corp 0.02% of their portfolio ANN ARBOR, MI 16,03116.0k $615.7k $615.7k 0.02% Unchanged
13 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 12,76512.8k $490.2k $490.2k 0.00% New
14 Mariner, LLC 0.00% of their portfolio Overland Park, KS 11,97412.0k $459.9k $459.9k 0.00% Added +167 +167
15 Diligent Investors, LLC 0.10% of their portfolio REDLANDS, CA 11,90011.9k $457.0k $457.0k 0.10% Unchanged
16 LVZ, Inc. 0.04% of their portfolio Holland, MI 9,6539.7k $370.7k $370.7k 0.04% Unchanged
17 PFS Partners, LLC 0.14% of their portfolio MINE HILL, NJ 9,0059.0k $345.8k $345.8k 0.14% Reduced -718 -718
18 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 8,7048.7k $334.3k $334.3k 0.00% Reduced -56.4k -56,362
19 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 7,6477.6k $293.7k $293.7k 0.00% Reduced -2.2k -2,180
20 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 7,1327.1k $273.9k $273.9k 0.00% Added +945 +945
21 Private Advisory Group LLC 0.01% of their portfolio REDMOND, WA 6,7466.7k $259.1k $259.1k 0.01% New
22 Foundations Investment Advisors, LLC 0.00% of their portfolio PHOENIX, AZ 6,5796.6k $252.7k $252.7k 0.00% Reduced -226 -226
23 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 6,1206.1k $235.0k $235.0k 0.00% New
24 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.02% of their portfolio BLUE BELL, PA 3,3483.3k $128.6k $128.6k 0.02% Unchanged
25 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 2,5882.6k $99.4k $99.4k 0.00% Unchanged
26 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,9001.9k $73.0k $73.0k 0.00% Reduced -300 -300
27 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 1,4801.5k $56.8k $56.8k 0.00% Unchanged
28 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 905905 $34.7k $34.7k 0.00% New
29 Integrity Financial Corp /WA 0.01% of their portfolio JACKSON, WY 656656 $25.2k $25.2k 0.01% Reduced -1.1k -1,140
30 DHJJ Financial Advisors, Ltd. 0.00% of their portfolio NAPERVILLE, IL 448448 $17.2k $17.2k 0.00% Unchanged
31 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 310310 $11.9k $11.9k 0.00% Unchanged
32 UBS Group AG 0.00% of their portfolio ZURICH, V8 308308 $11.8k $11.8k 0.00% New
33 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 205205 $7.9k $7.9k 0.00% New