Vault-13

FIRST TR EXCHNG TRADED FD VI XJUL

FT VEST U.S · ETP · CUSIP 33740F425

38 institutional holders -3 vs Q1 2025
757,370757.4k shares reported held*
$28.1mreported value*
4 new 7 added 18 reduced 6 sold out net sold ≈ $15.6m (-420.6k 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 ≈ $37.16.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 1Q4 22: 0Q1 23: 0Q2 23: 0Q3 23: 30Q4 23: 36Q1 24: 33Q2 24: 28Q3 24: 37Q4 24: 43Q1 25: 41Q2 25: 3838Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 20221
Q4 20220
Q1 20230
Q2 20230
Q3 202330
Q4 202336
Q1 202433
Q2 202428
Q3 202437
Q4 202443
Q1 202541
Q2 202538

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q4 22: 0 bought or addedQ4 22: 1 cut or sold outQ4 23: 19 bought or addedQ4 23: 13 cut or sold outQ4 23Q1 24: 11 bought or addedQ1 24: 20 cut or sold outQ2 24: 5 bought or addedQ2 24: 24 cut or sold outQ2 24Q3 24: 28 bought or addedQ3 24: 9 cut or sold outQ4 24: 16 bought or addedQ4 24: 17 cut or sold outQ4 24Q1 25: 15 bought or addedQ1 25: 19 cut or sold outQ2 25: 11 bought or addedQ2 25: 24 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q4 202201
Q4 20231913
Q1 20241120
Q2 2024524
Q3 2024289
Q4 20241617
Q1 20251519
Q2 20251124

Biggest buyers

Advisory Services Network, LLC New +58,583+58.6k
Grant Private Wealth Management Inc New +30,000+30.0k
OLD MISSION CAPITAL LLC Added +8,030+8.0k
UBS Group AG Added +6,358+6.4k
Crown Wealth Group, LLC New +5,385+5.4k
LPL Financial LLC Added +4,271+4.3k
JPMORGAN CHASE & CO Added +1,054+1.1k
Abound Wealth Management New +1,000+1.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +985+985
BARCLAYS PLC Added +515+515

Biggest sellers

Pitti Group Wealth Management, LLC Reduced -174,648-174.6k
ENVESTNET ASSET MANAGEMENT INC Reduced -139,524-139.5k
Cetera Investment Advisers Reduced -97,106-97.1k
CreativeOne Wealth, LLC Reduced -20,154-20.2k
CITADEL ADVISORS LLC Sold out -20,030-20.0k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -12,711-12.7k
Atria Investments, Inc Sold out -11,487-11.5k
OSAIC HOLDINGS, INC. Reduced -9,480-9.5k
Kestra Advisory Services, LLC Reduced -7,526-7.5k
VestGen Investment Management Sold out -7,239-7.2k

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.

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 (2.9%, 2026-07-07)

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 136,653136.7k $5.1m $5.1m 0.01% Reduced -9.5k -9,480
2 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 59,85359.9k $2.2m $2.2m 0.00% Reduced -12.7k -12,711
3 Advisory Services Network, LLC 0.04% of their portfolio ATLANTA, GA 58,58358.6k $2.2m $2.2m 0.04% New
4 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 50,47350.5k $1.9m $1.9m 0.01% Reduced -7.5k -7,526
5 OLD MISSION CAPITAL LLC 0.04% of their portfolio CHICAGO, IL 40,97841.0k $1.5m $1.5m 0.04% Added +8.0k +8,030
6 Diligent Investors, LLC 0.33% of their portfolio REDLANDS, CA 37,63737.6k $1.4m $1.4m 0.33% Reduced -1.2k -1,250
7 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 37,47937.5k $1.4m $1.4m 0.00% Reduced -97.1k -97,106
8 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 31,57331.6k $1.2m $1.2m 0.00% Reduced -139.5k -139,524
9 Grant Private Wealth Management Inc 0.63% of their portfolio PLEASANTON, CA 30,00030.0k $1.1m $1.1m 0.63% New
10 Mariner, LLC 0.00% of their portfolio Overland Park, KS 27,01527.0k $1.0m $1.0m 0.00% Unchanged
11 Ashton Thomas Private Wealth, LLC 0.03% of their portfolio SCOTTSDALE, AZ 26,21126.2k $974.0k $974.0k 0.03% Reduced -348 -348
12 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 23,48023.5k $872.5k $872.5k 0.00% Added +985 +985
13 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 22,89522.9k $850.8k $850.8k 0.00% Added +4.3k +4,271
14 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 19,35019.4k $719.0k $719.0k 0.01% Unchanged
15 SILVER OAK SECURITIES, INCORPORATED 0.05% of their portfolio JACKSON, TN 16,63316.6k $618.1k $618.1k 0.05% Reduced -5.5k -5,483
16 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 11,13411.1k $413.7k $413.7k 0.00% Reduced -2.5k -2,539
17 Bullseye Investment Management, LLC 0.22% of their portfolio CINCINNATI, OH 10,41310.4k $367.7k $367.7k 0.22% Unchanged
18 Chicago Partners Investment Group LLC 0.01% of their portfolio CHICAGO, IL 8,9579.0k $335.8k $335.8k 0.01% Unchanged
19 Aurora Private Wealth, Inc. 0.23% of their portfolio ROCKAWAY, NJ 8,4968.5k $316.0k $316.0k 0.23% Reduced -1 -1
20 Signal Advisors Wealth, LLC 0.02% of their portfolio DETROIT, MI 8,1608.2k $303.2k $303.2k 0.02% Reduced -87 -87
21 UBS Group AG 0.00% of their portfolio ZURICH, V8 7,5567.6k $280.8k $280.8k 0.00% Added +6.4k +6,358
22 CWM, LLC 0.00% of their portfolio OMAHA, NE 7,4377.4k $276.0k $276.0k 0.00% Reduced -3.7k -3,715
23 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 7,1657.2k $266.3k $266.3k 0.00% Reduced -650 -650
24 GUARDIAN WEALTH ADVISORS, LLC / NC 0.02% of their portfolio RALEIGH, NC 7,1657.2k $266.3k $266.3k 0.02% Unchanged
25 Pitti Group Wealth Management, LLC 0.21% of their portfolio VICTOR, NY 6,6806.7k $248.2k $248.2k 0.21% Reduced -174.6k -174,648
26 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 6,5366.5k $242.9k $242.9k 0.01% Reduced -20.2k -20,154
27 FSB PREMIER WEALTH MANAGEMENT, INC. 0.08% of their portfolio WATERLOO, IA 5,9275.9k $220.2k $220.2k 0.08% Unchanged
28 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 5,8585.9k $217.7k $217.7k 0.01% Unchanged
29 Sequent Planning LLC 0.07% of their portfolio OMAHA, NE 5,7415.7k $213.3k $213.3k 0.07% Reduced -69 -69
30 PFS Partners, LLC 0.11% of their portfolio MINE HILL, NJ 5,7325.7k $213.0k $213.0k 0.11% Added +208 +208
31 Foguth Wealth Management, LLC. 0.04% of their portfolio BRIGHTON, MI 5,5985.6k $208.0k $208.0k 0.04% Reduced -5.2k -5,211
32 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 5,3855.4k $200.1k $200.1k 0.00% Added +515 +515
33 Crown Wealth Group, LLC 0.08% of their portfolio Charlotte, NC 5,3855.4k $200.1k $200.1k 0.08% New
34 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 4,2814.3k $159.1k $159.1k 0.00% Added +1.1k +1,054
35 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 3,3003.3k $122.6k $122.6k 0.00% Reduced -2.1k -2,100
36 Abound Wealth Management 0.01% of their portfolio FRANKLIN, TN 1,0001.0k $37.2k $37.2k 0.01% New
37 DHJJ Financial Advisors, Ltd. 0.01% of their portfolio NAPERVILLE, IL 651651 $24.2k $24.2k 0.01% Unchanged
38 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged