Vault-13

FIRST TR EXCHNG TRADED FD VI XJUL

FT VEST U.S · ETP · CUSIP 33740F425

38 institutional holders +0 vs Q2 2025
911,230911.2k shares reported held*
$34.9mreported value*
7 new 13 added 9 reduced 5 sold out net bought ≈ $5.3m (+138.1k 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 ≈ $38.28.

Trends to Q3 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: 38Q3 25: 3838Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 202538

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q4 23: 19 bought or addedQ4 23: 13 cut or sold outQ1 24: 11 bought or addedQ1 24: 20 cut or sold outQ1 24Q2 24: 5 bought or addedQ2 24: 24 cut or sold outQ3 24: 28 bought or addedQ3 24: 9 cut or sold outQ3 24Q4 24: 16 bought or addedQ4 24: 17 cut or sold outQ1 25: 15 bought or addedQ1 25: 19 cut or sold outQ1 25Q2 25: 11 bought or addedQ2 25: 24 cut or sold outQ3 25: 20 bought or addedQ3 25: 14 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20231913
Q1 20241120
Q2 2024524
Q3 2024289
Q4 20241617
Q1 20251519
Q2 20251124
Q3 20252014

Biggest buyers

COMMONWEALTH EQUITY SERVICES, LLC Added +79,516+79.5k
LexAurum Advisors, LLC New +56,663+56.7k
CROSSPOINT FINANCIAL, LLC New +54,200+54.2k
CreativeOne Wealth, LLC Added +14,070+14.1k
Bouchey Financial Group, Ltd. New +10,388+10.4k
Keel Point, LLC New +9,636+9.6k
Sequent Planning LLC Added +9,425+9.4k
Arlington Capital Management, Inc. New +6,661+6.7k
PFS Partners, LLC Added +4,034+4.0k
Kestra Advisory Services, LLC Added +2,514+2.5k

Biggest sellers

OLD MISSION CAPITAL LLC Sold out -40,978-41.0k
Grant Private Wealth Management Inc Sold out -30,000-30.0k
OSAIC HOLDINGS, INC. Reduced -13,204-13.2k
Signal Advisors Wealth, LLC Sold out -8,160-8.2k
UBS Group AG Reduced -7,426-7.4k
Allworth Financial LP Reduced -6,730-6.7k
Crown Wealth Group, LLC Sold out -5,385-5.4k
SILVER OAK SECURITIES, INCORPORATED Reduced -1,761-1.8k
Advisory Services Network, LLC Reduced -1,105-1.1k
Abound Wealth Management Sold out -1,000-1.0k

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, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 139,369139.4k $5.3m $5.3m 0.01% Added +79.5k +79,516
2 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 123,449123.4k $4.7m $4.7m 0.01% Reduced -13.2k -13,204
3 Advisory Services Network, LLC 0.03% of their portfolio ATLANTA, GA 57,47857.5k $2.2m $2.2m 0.03% Reduced -1.1k -1,105
4 LexAurum Advisors, LLC 0.31% of their portfolio OVERLAND PARK, KS 56,66356.7k $2.2m $2.2m 0.31% New
5 CROSSPOINT FINANCIAL, LLC 5.11% of their portfolio TUSTIN, CA 54,20054.2k $2.1m $2.1m 5.11% New
6 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 52,98753.0k $2.0m $2.0m 0.01% Added +2.5k +2,514
7 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 39,59939.6k $1.5m $1.5m 0.00% Added +2.1k +2,120
8 Diligent Investors, LLC 0.37% of their portfolio REDLANDS, CA 38,53738.5k $1.5m $1.5m 0.37% Added +900 +900
9 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 32,08532.1k $1.2m $1.2m 0.00% Added +512 +512
10 Griffith & Werner, Inc. 0.60% of their portfolio CANTON, GA 29,85029.9k $1.2m $1.2m 0.60% First filing
11 Mariner, LLC 0.00% of their portfolio Overland Park, KS 27,73927.7k $1.1m $1.1m 0.00% Added +724 +724
12 Ashton Thomas Private Wealth, LLC 0.03% of their portfolio SCOTTSDALE, AZ 26,21126.2k $1.0m $1.0m 0.03% Unchanged
13 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 24,78624.8k $950.9k $950.9k 0.00% Added +1.9k +1,891
14 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 23,03923.0k $883.9k $883.9k 0.00% Reduced -441 -441
15 CreativeOne Wealth, LLC 0.02% of their portfolio OVERLAND PARK, KS 20,60620.6k $790.5k $790.5k 0.02% Added +14.1k +14,070
16 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 18,95018.9k $727.0k $727.0k 0.00% Reduced -400 -400
17 Sequent Planning LLC 0.17% of their portfolio OMAHA, NE 15,16615.2k $581.8k $581.8k 0.17% Added +9.4k +9,425
18 SILVER OAK SECURITIES, INCORPORATED 0.04% of their portfolio JACKSON, TN 14,87214.9k $570.6k $570.6k 0.04% Reduced -1.8k -1,761
19 Bullseye Investment Management, LLC 0.22% of their portfolio CINCINNATI, OH 10,41310.4k $367.7k $367.7k 0.22% Unchanged
20 Bouchey Financial Group, Ltd. 0.03% of their portfolio TROY, NY 10,38810.4k $398.5k $398.5k 0.03% New
21 PFS Partners, LLC 0.18% of their portfolio MINE HILL, NJ 9,7669.8k $374.7k $374.7k 0.18% Added +4.0k +4,034
22 Keel Point, LLC 0.02% of their portfolio HUNTSVILLE, AL 9,6369.6k $369.7k $369.7k 0.02% New
23 Chicago Partners Investment Group LLC 0.01% of their portfolio CHICAGO, IL 8,9579.0k $346.5k $346.5k 0.01% Unchanged
24 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 7,1657.2k $274.9k $274.9k 0.00% Unchanged
25 GUARDIAN WEALTH ADVISORS, LLC / NC 0.02% of their portfolio RALEIGH, NC 7,1657.2k $274.9k $274.9k 0.02% Unchanged
26 Pitti Group Wealth Management, LLC 0.22% of their portfolio VICTOR, NY 6,8476.8k $262.7k $262.7k 0.22% Added +167 +167
27 Arlington Capital Management, Inc. 0.16% of their portfolio ARLINGTON HEIGHTS, IL 6,6616.7k $255.6k $255.6k 0.16% New
28 CWM, LLC 0.00% of their portfolio OMAHA, NE 6,4486.4k $247.0k $247.0k 0.00% Reduced -989 -989
29 FSB PREMIER WEALTH MANAGEMENT, INC. 0.07% of their portfolio WATERLOO, IA 5,9275.9k $227.4k $227.4k 0.07% Unchanged
30 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 5,8585.9k $224.7k $224.7k 0.01% Unchanged
31 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 5,3585.4k $205.6k $205.6k 0.00% Added +1.1k +1,077
32 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 5,1805.2k $198.7k $198.7k 0.00% Reduced -205 -205
33 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 4,4044.4k $169.0k $169.0k 0.00% Reduced -6.7k -6,730
34 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 3,3003.3k $126.6k $126.6k 0.00% Unchanged
35 DHJJ Financial Advisors, Ltd. 0.02% of their portfolio NAPERVILLE, IL 1,5191.5k $58.3k $58.3k 0.02% Added +868 +868
36 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 430430 $16.0k $16.0k 0.00% New
37 UBS Group AG 0.00% of their portfolio ZURICH, V8 130130 $5.0k $5.0k 0.00% Reduced -7.4k -7,426
38 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 9292 $3.5k $3.5k 0.00% New