Vault-13

FIRST TR EXCHNG TRADED FD VI XOCT

FT VEST U.S · ETP · CUSIP 33740F367

43 institutional holders +7 vs Q1 2026
1,326,1091.3m shares reported held*
$52.4mreported value*
11 new 8 added 14 reduced 3 sold out net sold ≈ $19.8m (-502.3k 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 ≈ $39.51.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q4 23: 18Q1 24: 22Q2 24: 23Q3 24: 21Q4 24: 33Q1 25: 33Q2 25: 37Q3 25: 35Q4 25: 38Q1 26: 36Q2 26: 4343Q4 23Q2 24Q4 24Q2 25Q4 25Q2 26
Numbers
QuarterHolders
Q4 202318
Q1 202422
Q2 202423
Q3 202421
Q4 202433
Q1 202533
Q2 202537
Q3 202535
Q4 202538
Q1 202636
Q2 202643

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q3 24: 10 bought or addedQ3 24: 16 cut or sold outQ4 24: 22 bought or addedQ4 24: 9 cut or sold outQ4 24Q1 25: 11 bought or addedQ1 25: 12 cut or sold outQ2 25: 14 bought or addedQ2 25: 15 cut or sold outQ2 25Q3 25: 11 bought or addedQ3 25: 21 cut or sold outQ4 25: 20 bought or addedQ4 25: 17 cut or sold outQ4 25Q1 26: 8 bought or addedQ1 26: 17 cut or sold outQ2 26: 19 bought or addedQ2 26: 17 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20241016
Q4 2024229
Q1 20251112
Q2 20251415
Q3 20251121
Q4 20252017
Q1 2026817
Q2 20261917

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC New +191,294+191.3k
OLD MISSION CAPITAL LLC Added +157,340+157.3k
Cetera Investment Advisers Added +98,686+98.7k
Signal Advisors Wealth, LLC New +24,469+24.5k
MML INVESTORS SERVICES, LLC New +14,516+14.5k
CreativeOne Wealth, LLC New +14,375+14.4k
Atria Investments, Inc New +12,510+12.5k
Summit Financial, LLC New +8,250+8.2k
Envestnet Portfolio Solutions, Inc. New +6,738+6.7k
Gallagher Fiduciary Advisors, LLC New +6,469+6.5k

Biggest sellers

Bouchey Financial Group, Ltd. Reduced -754,165-754.2k
Sequent Planning LLC Reduced -246,048-246.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -31,989-32.0k
CITADEL ADVISORS LLC Sold out -7,652-7.7k
Kestra Advisory Services, LLC Reduced -3,756-3.8k
HARBOUR INVESTMENTS, INC. Reduced -3,704-3.7k
HBK Sorce Advisory LLC Reduced -1,192-1.2k
Diligent Investors, LLC Reduced -1,025-1.0k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -941-941
Advisory Services Network, LLC Sold out -709-709

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.

No one currently above 5% in the filings since 19 Dec 2024.

Fell to 5% or below in the last year: FIRST TRUST PORTFOLIOS LP (4.0%, 2026-10-07)

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Sequent Planning LLC 1.76% of their portfolio OMAHA, NE 208,561208.6k $8.2m $8.2m 1.76% Reduced -246.0k -246,048
2 OLD MISSION CAPITAL LLC 0.20% of their portfolio CHICAGO, IL 201,201201.2k $7.9m $7.9m 0.20% Added +157.3k +157,340
3 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 191,294191.3k $7.6m $7.6m 0.00% New
4 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 116,792116.8k $4.6m $4.6m 0.00% Added +98.7k +98,686
5 Aptus Capital Advisors, LLC 0.02% of their portfolio FAIRHOPE, AL 85,08285.1k $3.4m $3.4m 0.02% Reduced -582 -582
6 Financial Guidance Group, Inc. 1.26% of their portfolio Palm Harbor, FL 85,08285.1k $3.4m $3.4m 1.26% Reduced -582 -582
7 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 67,96368.0k $2.7m $2.7m 0.01% Reduced -3.8k -3,756
8 SECURED RETIREMENT ADVISORS, LLC 0.67% of their portfolio ST LOUIS PARK, MN 33,09333.1k $1.3m $1.3m 0.67% Added +661 +661
9 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 27,67027.7k $1.1m $1.1m 0.00% Added +3.1k +3,099
10 Diligent Investors, LLC 0.24% of their portfolio REDLANDS, CA 27,01827.0k $1.1m $1.1m 0.24% Reduced -1.0k -1,025
11 Signal Advisors Wealth, LLC 0.05% of their portfolio DETROIT, MI 24,46924.5k $966.6k $966.6k 0.05% New
12 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 21,41921.4k $846.1k $846.1k 0.01% Reduced -3.7k -3,704
13 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 20,61620.6k $814.4k $814.4k 0.00% Reduced -941 -941
14 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 14,51614.5k $573.4k $573.4k 0.00% New
15 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 14,37514.4k $567.8k $567.8k 0.01% New
16 Ignite Planners, LLC 0.08% of their portfolio SAN CLEMENTE, CA 14,28914.3k $564.4k $564.4k 0.08% Reduced -155 -155
17 Ashton Thomas Private Wealth, LLC 0.01% of their portfolio SCOTTSDALE, AZ 13,75613.8k $543.4k $543.4k 0.01% Unchanged
18 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 12,51012.5k $494.2k $494.2k 0.00% New
19 Bouchey Financial Group, Ltd. 0.03% of their portfolio TROY, NY 12,40312.4k $489.9k $489.9k 0.03% Reduced -754.2k -754,165
20 Van Diest Capital, LLC 0.44% of their portfolio POLY CITY, IA 12,37112.4k $488.7k $488.7k 0.44% Unchanged
21 PFS Partners, LLC 0.19% of their portfolio MINE HILL, NJ 11,79611.8k $466.0k $466.0k 0.19% Unchanged
22 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 10,01110.0k $395.5k $395.5k 0.00% Added +298 +298
23 Beacon Financial Advisory LLC 0.08% of their portfolio CLEVELAND, OH 9,7309.7k $384.4k $384.4k 0.08% Unchanged
24 CROSSPOINT FINANCIAL, LLC 0.87% of their portfolio TUSTIN, CA 9,6049.6k $379.4k $379.4k 0.87% Unchanged
25 LVZ, Inc. 0.04% of their portfolio Holland, MI 9,0009.0k $355.5k $355.5k 0.04% Unchanged
26 Summit Financial, LLC 0.00% of their portfolio PARSIPPANY, NJ 8,2508.2k $325.9k $325.9k 0.00% New
27 HBK Sorce Advisory LLC 0.01% of their portfolio ERIE, PA 7,5807.6k $303.0k $303.0k 0.01% Reduced -1.2k -1,192
28 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 7,1977.2k $284.3k $284.3k 0.00% Reduced -514 -514
29 Arlington Capital Management, Inc. 0.17% of their portfolio ARLINGTON HEIGHTS, IL 6,9356.9k $273.9k $273.9k 0.17% Reduced -21 -21
30 Sovran Advisors, LLC 0.02% of their portfolio SAN DIEGO, CA 6,7646.8k $268.4k $268.4k 0.02% Unchanged
31 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 6,7386.7k $266.2k $266.2k 0.00% New
32 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 6,5946.6k $260.1k $260.1k 0.00% Added +5.0k +4,977
33 Gallagher Fiduciary Advisors, LLC 0.01% of their portfolio ROLLING MEADOWS, IL 6,4696.5k $255.5k $255.5k 0.01% New
34 Mariner, LLC 0.00% of their portfolio Overland Park, KS 5,4775.5k $216.4k $216.4k 0.00% New
35 IMG Wealth Management, Inc. 0.06% of their portfolio JACKSONVILLE, FL 2,8412.8k $112.2k $112.2k 0.06% Unchanged
36 DHJJ Financial Advisors, Ltd. 0.02% of their portfolio NAPERVILLE, IL 2,0182.0k $79.7k $79.7k 0.02% Reduced -170 -170
37 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 1,4491.4k $57.2k $57.2k 0.00% New
38 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,1451.1k $45.2k $45.2k 0.00% Added +206 +206
39 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 900900 $35.6k $35.6k 0.00% Reduced -300 -300
40 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 600600 $23.7k $23.7k 0.00% Unchanged
41 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 330330 $13.0k $13.0k 0.00% New
42 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 139139 $5.5k $5.5k 0.00% Added +108 +108
43 Pinnacle Wealth Planning Services, Inc. 0.00% of their portfolio MANSFIELD, OH 6262 $2.4k $2.4k 0.00% Unchanged