Vault-13

FIRST TR EXCHNG TRADED FD VI SAUG

FT VEST U.S · ETP · CUSIP 33740F417

48 institutional holders +3 vs Q3 2024
1,795,5251.8m shares reported held*
$42.3mreported value*
8 new 18 added 10 reduced 7 sold out net bought ≈ $1.2m (+52.6k 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 ≈ $23.57.

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

0204060Q3 23: 17Q4 23: 33Q1 24: 32Q2 24: 33Q3 24: 45Q4 24: 4848Q3 23Q4 23Q1 24Q2 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 202317
Q4 202333
Q1 202432
Q2 202433
Q3 202445
Q4 202448

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q4 23: 25 bought or addedQ4 23: 6 cut or sold outQ4 23Q1 24: 17 bought or addedQ1 24: 12 cut or sold outQ1 24Q2 24: 7 bought or addedQ2 24: 16 cut or sold outQ2 24Q3 24: 33 bought or addedQ3 24: 9 cut or sold outQ3 24Q4 24: 26 bought or addedQ4 24: 17 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q4 2023256
Q1 20241712
Q2 2024716
Q3 2024339
Q4 20242617

Biggest buyers

ACORN FINANCIAL ADVISORY SERVICES INC /ADV New +94,540+94.5k
Cetera Investment Advisers Added +33,609+33.6k
OSAIC HOLDINGS, INC. Added +32,770+32.8k
Rockefeller Capital Management L.P. New +24,076+24.1k
CITADEL ADVISORS LLC Added +20,917+20.9k
SECURED RETIREMENT ADVISORS, LLC Added +13,503+13.5k
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC New +11,673+11.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +11,155+11.2k
Spire Wealth Management New +10,221+10.2k
HARBOUR INVESTMENTS, INC. Added +8,943+8.9k

Biggest sellers

STEPHENS INC /AR/ Reduced -97,169-97.2k
Bright Futures Wealth Management, LLC. Sold out -47,335-47.3k
Summit Wealth Partners, LLC Sold out -25,543-25.5k
OLD MISSION CAPITAL LLC Sold out -18,139-18.1k
NewEdge Advisors, LLC Reduced -12,341-12.3k
Trek Financial, LLC Sold out -10,818-10.8k
Presidio Capital Management, LLC Sold out -10,163-10.2k
TRUIST FINANCIAL CORP Reduced -6,532-6.5k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -4,696-4.7k
Jaffetilchin Investment Partners, LLC Sold out -2,500-2.5k

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 +4.2 pts · filed 2026-07-22 40.7% +4.2 pts 1.6m≈ $43.5m 2026-07-22

Holders, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 175,260175.3k $4.1m $4.1m 0.02% Reduced -12.3k -12,341
2 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 119,061119.1k $2.8m $2.8m 0.01% Added +33.6k +33,609
3 HARBOUR INVESTMENTS, INC. 0.08% of their portfolio MADISON, WI 118,338118.3k $2.8m $2.8m 0.08% Added +8.9k +8,943
4 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 114,654114.7k $2.7m $2.7m 0.00% First filing
5 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 112,548112.5k $2.7m $2.7m 0.00% Reduced -2.4k -2,414
6 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 106,742106.7k $2.5m $2.5m 0.01% Added +32.8k +32,770
7 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 102,740102.7k $2.4m $2.4m 0.00% Reduced -6.5k -6,532
8 INDEPENDENT FINANCIAL GROUP, LLC 0.08% of their portfolio SAN DIEGO, CA 97,93997.9k $2.3m $2.3m 0.08% Unchanged
9 ACORN FINANCIAL ADVISORY SERVICES INC /ADV 0.37% of their portfolio Reston, VA 94,54094.5k $2.2m $2.2m 0.37% New
10 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 67,50167.5k $1.6m $1.6m 0.01% Added +1.1k +1,065
11 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 57,87457.9k $1.4m $1.4m 0.00% Reduced -4.7k -4,696
12 SECURED RETIREMENT ADVISORS, LLC 0.69% of their portfolio ST LOUIS PARK, MN 51,04351.0k $1.2m $1.2m 0.69% Added +13.5k +13,503
13 THOROUGHBRED FINANCIAL SERVICES, LLC 0.07% of their portfolio BRENTWOOD, TN 48,30348.3k $1.1m $1.1m 0.07% Unchanged
14 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 45,27045.3k $1.1m $1.1m 0.00% Added +5.5k +5,456
15 NorthCrest Asset Manangement, LLC 0.03% of their portfolio PLYMOUTH, MN 39,99740.0k $942.8k $942.8k 0.03% Reduced -339 -339
16 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 37,35137.4k $880.4k $880.4k 0.00% Added +20.9k +20,917
17 STEPHENS INC /AR/ 0.01% of their portfolio LITTLE ROCK, AR 36,50836.5k $860.5k $860.5k 0.01% Reduced -97.2k -97,169
18 Grantvest Financial Group LLC 0.80% of their portfolio MATAWAN, NJ 30,40330.4k $716.6k $716.6k 0.80% First filing
19 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 24,45824.5k $576.5k $576.5k 0.00% Added +3.0k +2,959
20 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 24,07624.1k $567.5k $567.5k 0.00% New
21 Ameritas Investment Partners, Inc. 0.02% of their portfolio LINCOLN, NE 24,07524.1k $567.5k $567.5k 0.02% Added +3.8k +3,770
22 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 22,40922.4k $528.2k $528.2k 0.01% Added +2.9k +2,917
23 Foundations Investment Advisors, LLC 0.01% of their portfolio PHOENIX, AZ 19,68619.7k $464.0k $464.0k 0.01% Added +721 +721
24 WEALTHGARDEN F.S. LLC 0.41% of their portfolio EL SEGUNDO, CA 18,79518.8k $443.0k $443.0k 0.41% Reduced -1.2k -1,160
25 Ignite Planners, LLC 0.09% of their portfolio SAN CLEMENTE, CA 17,21117.2k $409.3k $409.3k 0.09% Added +3.2k +3,220
26 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 16,94016.9k $399.3k $399.3k 0.01% Unchanged
27 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 15,81315.8k $372.7k $372.7k 0.01% Added +838 +838
28 Wood Tarver Financial Group, LLC 0.12% of their portfolio BOISE, ID 15,22715.2k $358.0k $358.0k 0.12% First filing
29 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.02% of their portfolio BIRMINGHAM, AL 13,99114.0k $336.1k $336.1k 0.02% Added +1.6k +1,633
30 Integrated Advisors Network LLC 0.02% of their portfolio DALLAS, TX 13,47513.5k $317.6k $317.6k 0.02% Reduced -400 -400
31 ODonnell Financial Services, LLC 0.12% of their portfolio SAN RAFAEL, CA 12,10512.1k $281.8k $281.8k 0.12% Added +1.0k +1,000
32 Capital Analysts, LLC 0.01% of their portfolio FORT WASHINGTON, PA 11,96612.0k $282.0k $282.0k 0.01% Unchanged
33 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio ORLANDO, FL 11,67311.7k $275.6k $275.6k 0.02% New
34 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 11,15511.2k $262.9k $262.9k 0.00% New
35 Spire Wealth Management 0.01% of their portfolio MCLEAN, VA 10,22110.2k $240.9k $240.9k 0.01% New
36 StoneX Group Inc. 0.01% of their portfolio NEW YORK, NY 9,95410.0k $234.6k $234.6k 0.01% Reduced -1.0k -1,000
37 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 7,9968.0k $188.5k $188.5k 0.00% Reduced -492 -492
38 MTM Investment Management, LLC 0.06% of their portfolio SPARTANBURG, SC 6,5606.6k $154.6k $154.6k 0.06% Unchanged
39 CREATIVE FINANCIAL DESIGNS INC /ADV 0.01% of their portfolio KOKOMO, IN 5,6155.6k $132.3k $132.3k 0.01% Added +1.0k +1,044
40 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 5,5665.6k $131.2k $131.2k 0.00% New
41 DHJJ Financial Advisors, Ltd. 0.05% of their portfolio NAPERVILLE, IL 5,1775.2k $122.0k $122.0k 0.05% Unchanged
42 EPG Wealth Management LLC 0.03% of their portfolio ATLANTA, GA 5,0005.0k $117.9k $117.9k 0.03% Unchanged
43 Sunbelt Securities, Inc. 0.01% of their portfolio HOUSTON, TX 4,2854.3k $101.0k $101.0k 0.01% Added +345 +345
44 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 2,5282.5k $59.6k $59.6k 0.00% New
45 SOA Wealth Advisors, LLC. 0.01% of their portfolio NEW YORK, NY 1,7311.7k $40.8k $40.8k 0.01% Unchanged
46 AMERIFLEX GROUP, INC. 0.01% of their portfolio LAS VEGAS, NV 850850 $20.4k $20.4k 0.01% First filing
47 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 801801 $18.9k $18.9k 0.00% New
48 UBS Group AG 0.00% of their portfolio ZURICH, V8 114114 $2.7k $2.7k 0.00% Added +79 +79