Vault-13

FIRST TR EXCHNG TRADED FD VI SAUG

FT VEST U.S · ETP · CUSIP 33740F417

55 institutional holders +0 vs Q1 2026
1,461,8141.5m shares reported held*
$39.7mreported value*
6 new 5 added 24 reduced 5 sold out net bought ≈ $2.3m (+83.9k 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 ≈ $27.19.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q3 23: 17Q4 23: 33Q1 24: 32Q2 24: 33Q3 24: 45Q4 24: 48Q1 25: 46Q2 25: 42Q3 25: 52Q4 25: 56Q1 26: 55Q2 26: 5555Q3 23Q2 24Q1 25Q4 25Q2 26
Numbers
QuarterHolders
Q3 202317
Q4 202333
Q1 202432
Q2 202433
Q3 202445
Q4 202448
Q1 202546
Q2 202542
Q3 202552
Q4 202556
Q1 202655
Q2 202655

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q3 24: 33 bought or addedQ3 24: 9 cut or sold outQ4 24: 26 bought or addedQ4 24: 17 cut or sold outQ4 24Q1 25: 10 bought or addedQ1 25: 30 cut or sold outQ2 25: 13 bought or addedQ2 25: 26 cut or sold outQ2 25Q3 25: 25 bought or addedQ3 25: 19 cut or sold outQ4 25: 17 bought or addedQ4 25: 28 cut or sold outQ4 25Q1 26: 9 bought or addedQ1 26: 27 cut or sold outQ2 26: 11 bought or addedQ2 26: 29 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024339
Q4 20242617
Q1 20251030
Q2 20251326
Q3 20252519
Q4 20251728
Q1 2026927
Q2 20261129

Biggest buyers

Global Assets Advisory, LLC New +39,535+39.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +35,766+35.8k
ENVESTNET ASSET MANAGEMENT INC Added +35,040+35.0k
HRT FINANCIAL LP New +34,960+35.0k
FIDUCIARY FINANCIAL ADVISORS New +31,979+32.0k
CITADEL ADVISORS LLC New +14,564+14.6k
Sigma Planning Corp New +7,347+7.3k
TRUIST FINANCIAL CORP Added +3,652+3.7k
BFI Wealth Solutions, LLC Added +2,300+2.3k
Integrated Wealth Concepts LLC New +436+436

Biggest sellers

Kestra Advisory Services, LLC Reduced -32,256-32.3k
LPL Financial LLC Reduced -21,403-21.4k
GOLDMAN SACHS GROUP INC Sold out -11,146-11.1k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -10,184-10.2k
Merit Financial Group, LLC Sold out -8,245-8.2k
Cetera Investment Advisers Reduced -5,429-5.4k
Grantvest Financial Group LLC Reduced -4,745-4.7k
SECURED RETIREMENT ADVISORS, LLC Reduced -3,626-3.6k
INDEPENDENT FINANCIAL GROUP, LLC Reduced -3,585-3.6k
Vise Technologies, Inc. Reduced -3,093-3.1k

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, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 111,965112.0k $3.1m $3.1m 0.00% Reduced -1.0k -1,029
2 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 99,20999.2k $2.8m $2.8m 0.00% Added +35.0k +35,040
3 ACORN FINANCIAL ADVISORY SERVICES INC /ADV 0.32% of their portfolio Reston, VA 87,33787.3k $2.4m $2.4m 0.32% Unchanged
4 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 85,95986.0k $2.4m $2.4m 0.00% Reduced -5.4k -5,429
5 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 66,95567.0k $1.9m $1.9m 0.00% Added +35.8k +35,766
6 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 66,52366.5k $1.8m $1.8m 0.01% Reduced -32.3k -32,256
7 BFI Wealth Solutions, LLC 1.23% of their portfolio DALLAS, TX 59,66859.7k $1.7m $1.7m 1.23% Added +2.3k +2,300
8 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 57,55657.6k $1.6m $1.6m 0.00% Reduced -2.3k -2,299
9 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 55,77355.8k $1.5m $1.5m 0.00% Reduced -10.2k -10,184
10 INDEPENDENT FINANCIAL GROUP, LLC 0.03% of their portfolio SAN DIEGO, CA 55,46455.5k $1.5m $1.5m 0.03% Reduced -3.6k -3,585
11 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 54,06154.1k $1.5m $1.5m 0.00% Added +3.7k +3,652
12 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 46,71846.7k $1.3m $1.3m 0.00% Reduced -21.4k -21,403
13 SECURED RETIREMENT ADVISORS, LLC 0.61% of their portfolio ST LOUIS PARK, MN 42,58742.6k $1.2m $1.2m 0.61% Reduced -3.6k -3,626
14 Global Assets Advisory, LLC 0.24% of their portfolio ORLANDO, FL 39,53539.5k $1.1m $1.1m 0.24% New
15 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 34,96035.0k $971.0k $971.0k 0.00% New
16 Grantvest Financial Group LLC 0.53% of their portfolio MATAWAN, NJ 33,08233.1k $918.9k $918.9k 0.53% Reduced -4.7k -4,745
17 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 32,68332.7k $907.8k $907.8k 0.00% Reduced -3.1k -3,084
18 FIDUCIARY FINANCIAL ADVISORS 0.09% of their portfolio GRAND RAPIDS, MI 31,97932.0k $888.2k $888.2k 0.09% New
19 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 31,80831.8k $18.1k $18.1k 0.00% Unchanged
20 NorthCrest Asset Manangement, LLC 0.02% of their portfolio PLYMOUTH, MN 31,16831.2k $868.0k $868.0k 0.02% Unchanged
21 Ignite Planners, LLC 0.11% of their portfolio SAN CLEMENTE, CA 28,83828.8k $801.0k $801.0k 0.11% Reduced -715 -715
22 Ameritas Investment Partners, Inc. 0.02% of their portfolio LINCOLN, NE 27,92027.9k $775.5k $775.5k 0.02% Reduced -440 -440
23 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 25,02825.0k $695.0k $695.0k 0.00% Reduced -1.1k -1,113
24 Crusonia Wealth Advisors LLC 0.09% of their portfolio DENVER, CO 20,00020.0k $555.5k $555.5k 0.09% Unchanged
25 Vise Technologies, Inc. 0.01% of their portfolio NEW YORK, NY 19,04419.0k $528.9k $528.9k 0.01% Reduced -3.1k -3,093
26 Foundations Investment Advisors, LLC 0.01% of their portfolio PHOENIX, AZ 18,54918.5k $515.2k $515.2k 0.01% Unchanged
27 WEALTHGARDEN F.S. LLC 0.29% of their portfolio EL SEGUNDO, CA 18,29818.3k $508.2k $508.2k 0.29% Reduced -10 -10
28 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 16,83916.8k $467.7k $467.7k 0.01% Reduced -100 -100
29 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 14,56414.6k $404.5k $404.5k 0.00% New
30 SILVER OAK SECURITIES, INCORPORATED 0.02% of their portfolio JACKSON, TN 12,95313.0k $359.8k $359.8k 0.02% Reduced -330 -330
31 Capital Analysts, LLC 0.01% of their portfolio FORT WASHINGTON, PA 12,92412.9k $359.0k $359.0k 0.01% Unchanged
32 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 11,46011.5k $318.3k $318.3k 0.00% Reduced -645 -645
33 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 10,70010.7k $297.2k $297.2k 0.00% Unchanged
34 Wood Tarver Financial Group, LLC 0.07% of their portfolio BOISE, ID 10,68910.7k $296.0k $296.0k 0.07% Unchanged
35 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 10,51610.5k $292.1k $292.1k 0.00% Reduced -1.8k -1,774
36 Kovack Advisors, Inc. 0.01% of their portfolio FT. LAUDERDALE, FL 9,3509.3k $259.8k $259.8k 0.01% Added +212 +212
37 Integrated Advisors Network LLC 0.01% of their portfolio DALLAS, TX 8,3128.3k $230.9k $230.9k 0.01% Unchanged
38 Diligent Investors, LLC 0.05% of their portfolio REDLANDS, CA 8,1508.2k $226.4k $226.4k 0.05% Unchanged
39 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 7,3477.3k $204.1k $204.1k 0.01% New
40 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 6,7506.8k $187.5k $187.5k 0.00% Unchanged
41 MTM Investment Management, LLC 0.05% of their portfolio SPARTANBURG, SC 6,5606.6k $182.2k $182.2k 0.05% Unchanged
42 DHJJ Financial Advisors, Ltd. 0.05% of their portfolio NAPERVILLE, IL 6,5286.5k $181.3k $181.3k 0.05% Reduced -200 -200
43 Spire Wealth Management 0.01% of their portfolio MCLEAN, VA 6,2316.2k $173.1k $173.1k 0.01% Unchanged
44 SOA Wealth Advisors, LLC. 0.02% of their portfolio NEW YORK, NY 3,4303.4k $95.3k $95.3k 0.02% Reduced -440 -440
45 Benson Wealth Management INC 0.09% of their portfolio OOLTEWAH, TN, TN 3,1643.2k $87.9k $87.9k 0.09% Unchanged
46 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 3,0643.1k $85.1k $85.1k 0.00% Reduced -3.0k -2,954
47 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 2,8882.9k $80.2k $80.2k 0.00% Reduced -840 -840
48 CX Institutional 0.00% of their portfolio AUBURN, IN 2,8242.8k $78.0k $78.0k 0.00% Unchanged
49 AMERIFLEX GROUP, INC. 0.01% of their portfolio LAS VEGAS, NV 850850 $23.6k $23.6k 0.01% Unchanged
50 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 843843 $23.4k $23.4k 0.00% Unchanged
51 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 727727 $20.2k $20.2k 0.00% Unchanged
52 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 662662 $18.4k $18.4k 0.00% Unchanged
53 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 436436 $12.1k $12.1k 0.00% New
54 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 350350 $9.7k $9.7k 0.00% Unchanged
55 Integrity Financial Corp /WA 0.00% of their portfolio JACKSON, WY 3636 $1.0k $1.0k 0.00% Reduced -30 -30