Vault-13

FIRST TR EXCHNG TRADED FD VI XISE

FT VEST U.S. EQU · ETP · CUSIP 33740F375

42 institutional holders -2 vs Q1 2026
798,773798.8k shares reported held*
$24.3mreported value*
2 new 11 added 19 reduced 2 sold out net sold ≈ $3.5m (-115.5k 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 ≈ $30.47.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q3 23: 4Q4 23: 25Q1 24: 27Q2 24: 31Q3 24: 31Q4 24: 34Q1 25: 38Q2 25: 41Q3 25: 41Q4 25: 44Q1 26: 44Q2 26: 4242Q3 23Q2 24Q1 25Q4 25Q2 26
Numbers
QuarterHolders
Q3 20234
Q4 202325
Q1 202427
Q2 202431
Q3 202431
Q4 202434
Q1 202538
Q2 202541
Q3 202541
Q4 202544
Q1 202644
Q2 202642

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q3 24: 16 bought or addedQ3 24: 13 cut or sold outQ4 24: 22 bought or addedQ4 24: 11 cut or sold outQ4 24Q1 25: 16 bought or addedQ1 25: 17 cut or sold outQ2 25: 16 bought or addedQ2 25: 18 cut or sold outQ2 25Q3 25: 17 bought or addedQ3 25: 19 cut or sold outQ4 25: 19 bought or addedQ4 25: 20 cut or sold outQ4 25Q1 26: 17 bought or addedQ1 26: 22 cut or sold outQ2 26: 13 bought or addedQ2 26: 21 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20241613
Q4 20242211
Q1 20251617
Q2 20251618
Q3 20251719
Q4 20251920
Q1 20261722
Q2 20261321

Biggest buyers

Biggest sellers

Triad Wealth Partners, LLC Reduced -111,715-111.7k
COMMONWEALTH EQUITY SERVICES, LLC Sold out -13,674-13.7k
CITADEL ADVISORS LLC Sold out -8,819-8.8k
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC Reduced -4,413-4.4k
Kestra Advisory Services, LLC Reduced -4,398-4.4k
STEPHENS INC /AR/ Reduced -3,380-3.4k
Accel Wealth Management Reduced -2,686-2.7k
Cetera Investment Advisers Reduced -2,462-2.5k
Kingsview Wealth Management, LLC Reduced -2,431-2.4k
Mariner, LLC Reduced -2,288-2.3k

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
FOUNDATIONS INVESTMENT ADVISORS, LLC 13G · passive -11.3 pts · filed 2025-10-06 27.0% -11.3 pts 533.6k≈ $16.3m 2025-10-06

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Advisory Resource Group 0.63% of their portfolio Tulsa, OK 138,505138.5k $4.2m $4.2m 0.63% Reduced -1.3k -1,319
2 STEPHENS INC /AR/ 0.03% of their portfolio LITTLE ROCK, AR 101,873101.9k $3.1m $3.1m 0.03% Reduced -3.4k -3,380
3 Advisory Services Network, LLC 0.02% of their portfolio ATLANTA, GA 63,01763.0k $1.9m $1.9m 0.02% Added +790 +790
4 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 57,75357.8k $1.8m $1.8m 0.00% Added +28.2k +28,246
5 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 46,05146.1k $1.4m $1.4m 0.00% Reduced -2.5k -2,462
6 Mariner, LLC 0.00% of their portfolio Overland Park, KS 35,14335.1k $1.1m $1.1m 0.00% Reduced -2.3k -2,288
7 Triad Wealth Partners, LLC 0.06% of their portfolio LAWRENCE, KS 34,57634.6k $1.0m $1.0m 0.06% Reduced -111.7k -111,715
8 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 31,01531.0k $945.2k $945.2k 0.00% Reduced -4.4k -4,398
9 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 25,41025.4k $774.4k $774.4k 0.02% Added +2.1k +2,145
10 Presidio Capital Management, LLC 0.16% of their portfolio SAN DIEGO, CA 21,16621.2k $645.0k $645.0k 0.16% Unchanged
11 MONEY CONCEPTS CAPITAL CORP 0.03% of their portfolio PALM BEACH GARDENS, FL 19,63819.6k $598.5k $598.5k 0.03% Added +255 +255
12 Weaver Consulting Group 0.12% of their portfolio HUNTINGTON BEACH, CA 19,25519.3k $586.8k $586.8k 0.12% Unchanged
13 Accel Wealth Management 0.13% of their portfolio WAVERLY, IA 18,78518.8k $572.5k $572.5k 0.13% Reduced -2.7k -2,686
14 LVZ, Inc. 0.05% of their portfolio Holland, MI 16,74716.7k $510.4k $510.4k 0.05% Added +27 +27
15 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 14,20614.2k $432.9k $432.9k 0.01% Reduced -1.2k -1,202
16 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 14,08414.1k $429.0k $429.0k 0.00% Reduced -1.4k -1,375
17 Grant Street Asset Management, Inc. 0.07% of their portfolio CANONSBURG, PA 13,29513.3k $405.2k $405.2k 0.07% Added +151 +151
18 QTR Family Wealth, LLC 0.12% of their portfolio LAKE MARY, FL 11,01911.0k $335.8k $335.8k 0.12% Reduced -1.0k -1,000
19 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 10,74710.7k $327.3k $327.3k 0.00% Unchanged
20 FSB PREMIER WEALTH MANAGEMENT, INC. 0.09% of their portfolio WATERLOO, IA 10,61710.6k $323.6k $323.6k 0.09% Reduced -61 -61
21 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 9,9279.9k $302.5k $302.5k 0.00% Reduced -527 -527
22 Kingsview Wealth Management, LLC 0.00% of their portfolio GRANTS PASS, OR 9,3649.4k $285.4k $285.4k 0.00% Reduced -2.4k -2,431
23 Prospera Financial Services Inc 0.00% of their portfolio Dallas, TX 8,4348.4k $257.1k $257.1k 0.00% Reduced -115 -115
24 Summit Financial, LLC 0.00% of their portfolio PARSIPPANY, NJ 8,2508.2k $251.4k $251.4k 0.00% New
25 Focus Financial Network, Inc. 0.01% of their portfolio MINNEAPOLIS, MN 8,1358.1k $247.9k $247.9k 0.01% Reduced -61 -61
26 TCFG Investment Advisors, LLC 0.08% of their portfolio LAGUNA NIGUEL, CA 8,0778.1k $246.1k $246.1k 0.08% Unchanged
27 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 7,7307.7k $235.6k $235.6k 0.00% Reduced -841 -841
28 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 6,7736.8k $206.4k $206.4k 0.00% Added +29 +29
29 UPTICK PARTNERS, LLC 0.03% of their portfolio NACOGDOCHES, TX 6,7206.7k $204.8k $204.8k 0.03% Reduced -199 -199
30 Keystone Wealth Services, LLC 0.04% of their portfolio PALM DESERT, CA 6,6266.6k $201.9k $201.9k 0.04% New
31 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 6,5896.6k $200.8k $200.8k 0.00% Unchanged
32 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio ORLANDO, FL 3,0003.0k $91.0k $91.0k 0.01% Reduced -4.4k -4,413
33 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 2,1752.2k $66.3k $66.3k 0.00% Added +1.5k +1,522
34 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 2,0002.0k $61.0k $61.0k 0.00% Unchanged
35 Ritter Daniher Financial Advisory LLC / DE 0.00% of their portfolio CINCINNATI, OH 982982 $29.9k $29.9k 0.00% Added +15 +15
36 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 464464 $14.1k $14.1k 0.00% Added +4 +4
37 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 334334 $10.2k $10.2k 0.00% Added +5 +5
38 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 237237 $7.2k $7.2k 0.00% Unchanged
39 UBS Group AG 0.00% of their portfolio ZURICH, V8 4141 $1.2k $1.2k 0.00% Reduced -551 -551
40 DHJJ Financial Advisors, Ltd. 0.00% of their portfolio NAPERVILLE, IL 1010 $305 $305 0.00% Unchanged
41 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.00% of their portfolio BLUE BELL, PA 33 $91 $91 0.00% Unchanged
42 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 00 $10 $10 0.00% Unchanged