Vault-13

FIRST TR EXCHNG TRADED FD VI XJUL

FT VEST U.S · ETP · CUSIP 33740F425

44 institutional holders -9 vs Q1 2026
765,935765.9k shares reported held*
$31.2mreported value*
5 new 4 added 17 reduced 13 sold out net sold ≈ $14.7m (-361.3k 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 ≈ $40.72.

Trends to Q2 2026

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: 38Q4 25: 42Q1 26: 53Q2 26: 4444Q3 22Q3 23Q3 24Q3 25Q2 26
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
Q4 202542
Q1 202653
Q2 202644

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q3 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 25Q3 25: 20 bought or addedQ3 25: 14 cut or sold outQ4 25: 11 bought or addedQ4 25: 20 cut or sold outQ4 25Q1 26: 20 bought or addedQ1 26: 20 cut or sold outQ2 26: 9 bought or addedQ2 26: 30 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024289
Q4 20241617
Q1 20251519
Q2 20251124
Q3 20252014
Q4 20251120
Q1 20262020
Q2 2026930

Biggest buyers

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +41,616+41.6k
Summit Financial, LLC New +16,982+17.0k
HRT FINANCIAL LP New +16,346+16.3k
GOLDMAN SACHS GROUP INC New +8,391+8.4k
UBS Group AG Added +5,873+5.9k
IFP Advisors, Inc Added +5,858+5.9k
EP Wealth Advisors, LLC New +2,562+2.6k
OSAIC HOLDINGS, INC. Added +1,434+1.4k
Farther Finance Advisors, LLC New +1,100+1.1k

Biggest sellers

ENVESTNET ASSET MANAGEMENT INC Reduced -173,110-173.1k
Cetera Investment Advisers Reduced -93,708-93.7k
CITADEL ADVISORS LLC Sold out -21,652-21.7k
Signal Advisors Wealth, LLC Sold out -20,119-20.1k
VestGen Investment Management Sold out -16,470-16.5k
CreativeOne Wealth, LLC Reduced -15,534-15.5k
VestGen Advisors, LLC Sold out -15,358-15.4k
Atria Investments, Inc Sold out -10,520-10.5k
Bouchey Financial Group, Ltd. Sold out -10,287-10.3k
MML INVESTORS SERVICES, LLC Sold out -9,970-10.0k

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, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 122,929122.9k $5.0m $5.0m 0.01% Added +1.4k +1,434
2 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 57,03857.0k $2.3m $2.3m 0.00% Unchanged
3 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 51,37351.4k $2.1m $2.1m 0.01% Reduced -6.5k -6,510
4 CROSSPOINT FINANCIAL, LLC 4.77% of their portfolio TUSTIN, CA 51,20051.2k $2.1m $2.1m 4.77% Unchanged
5 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 49,90749.9k $2.0m $2.0m 0.00% Added +41.6k +41,616
6 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 38,62238.6k $1.6m $1.6m 0.00% Reduced -93.7k -93,708
7 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 33,95734.0k $1.4m $1.4m 0.00% Reduced -173.1k -173,110
8 World Investment Advisors 0.02% of their portfolio LINCROFT, NJ 32,64932.6k $1.3m $1.3m 0.02% Reduced -1.6k -1,646
9 Diligent Investors, LLC 0.29% of their portfolio REDLANDS, CA 31,98732.0k $1.3m $1.3m 0.29% Reduced -3.8k -3,750
10 Griffith & Werner, Inc. 0.56% of their portfolio CANTON, GA 29,60029.6k $1.2m $1.2m 0.56% Unchanged
11 Mariner, LLC 0.00% of their portfolio Overland Park, KS 26,03226.0k $1.1m $1.1m 0.00% Reduced -1.7k -1,679
12 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 23,48623.5k $956.2k $956.2k 0.02% Reduced -3.0k -2,952
13 CreativeOne Wealth, LLC 0.02% of their portfolio OVERLAND PARK, KS 20,69420.7k $842.6k $842.6k 0.02% Reduced -15.5k -15,534
14 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 18,30018.3k $745.1k $745.1k 0.00% Reduced -350 -350
15 Summit Financial, LLC 0.01% of their portfolio PARSIPPANY, NJ 16,98217.0k $691.4k $691.4k 0.01% New
16 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 16,34616.3k $665.0k $665.0k 0.00% New
17 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 14,27314.3k $581.1k $581.1k 0.00% Reduced -1.0k -1,000
18 SILVER OAK SECURITIES, INCORPORATED 0.03% of their portfolio JACKSON, TN 13,95214.0k $568.1k $568.1k 0.03% Reduced -8.0k -8,007
19 Sequent Planning LLC 0.10% of their portfolio OMAHA, NE 11,75011.8k $478.4k $478.4k 0.10% Reduced -2.0k -1,976
20 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 11,71611.7k $477.0k $477.0k 0.01% Added +5.9k +5,858
21 Keel Point, LLC 0.02% of their portfolio HUNTSVILLE, AL 9,6369.6k $392.3k $392.3k 0.02% Unchanged
22 PFS Partners, LLC 0.15% of their portfolio MINE HILL, NJ 9,2939.3k $378.4k $378.4k 0.15% Reduced -256 -256
23 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 8,3918.4k $341.6k $341.6k 0.00% New
24 Chicago Partners Investment Group LLC 0.01% of their portfolio CHICAGO, IL 7,4507.5k $303.2k $303.2k 0.01% Unchanged
25 Pitti Group Wealth Management, LLC 0.20% of their portfolio VICTOR, NY 6,8156.8k $277.5k $277.5k 0.20% Reduced -10 -10
26 UBS Group AG 0.00% of their portfolio ZURICH, V8 6,4296.4k $261.8k $261.8k 0.00% Added +5.9k +5,873
27 FSB PREMIER WEALTH MANAGEMENT, INC. 0.07% of their portfolio WATERLOO, IA 5,9275.9k $241.3k $241.3k 0.07% Unchanged
28 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 5,8655.9k $238.8k $238.8k 0.00% Unchanged
29 GUARDIAN WEALTH ADVISORS, LLC / NC 0.01% of their portfolio RALEIGH, NC 5,8655.9k $238.8k $238.8k 0.01% Unchanged
30 Foguth Wealth Management, LLC. 0.03% of their portfolio BRIGHTON, MI 5,5985.6k $228.3k $228.3k 0.03% Unchanged
31 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 5,0535.1k $205.7k $205.7k 0.00% Unchanged
32 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 3,3003.3k $134.4k $134.4k 0.00% Unchanged
33 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 3,1673.2k $128.9k $128.9k 0.00% Reduced -4.6k -4,591
34 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 2,5622.6k $104.3k $104.3k 0.00% New
35 Triumph Capital Management 0.01% of their portfolio DENVER, CO 1,6001.6k $65.1k $65.1k 0.01% Unchanged
36 DHJJ Financial Advisors, Ltd. 0.02% of their portfolio NAPERVILLE, IL 1,5191.5k $61.8k $61.8k 0.02% Unchanged
37 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,1001.1k $44.8k $44.8k 0.00% New
38 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 989989 $40.3k $40.3k 0.00% Reduced -144 -144
39 Ashton Thomas Private Wealth, LLC 0.00% of their portfolio SCOTTSDALE, AZ 738738 $30.0k $30.0k 0.00% Unchanged
40 Pinnacle Wealth Planning Services, Inc. 0.00% of their portfolio MANSFIELD, OH 664664 $27.0k $27.0k 0.00% Unchanged
41 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 611611 $24.9k $24.9k 0.00% Unchanged
42 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.00% of their portfolio BLUE BELL, PA 300300 $12.2k $12.2k 0.00% Unchanged
43 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 178178 $7.2k $7.2k 0.00% Reduced -721 -721
44 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 9292 $3.7k $3.7k 0.00% Unchanged