Vault-13

FIRST TR EXCHNG TRADED FD VI GJUN

FT VEST U.S EQT · ETP · CUSIP 33740F433

113 institutional holders +5 vs Q1 2025
5,016,7295.0m shares reported held*
$188.4mreported value*
14 new 34 added 35 reduced 10 sold out net bought ≈ $14.9m (+395.5k 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 ≈ $37.56.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q2 23: 55Q3 23: 80Q4 23: 80Q1 24: 78Q2 24: 105Q3 24: 122Q4 24: 112Q1 25: 108Q2 25: 113113Q2 23Q4 23Q2 24Q4 24Q2 25
Numbers
QuarterHolders
Q2 202355
Q3 202380
Q4 202380
Q1 202478
Q2 2024105
Q3 2024122
Q4 2024112
Q1 2025108
Q2 2025113

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 23: 58 bought or addedQ3 23: 15 cut or sold outQ4 23: 27 bought or addedQ4 23: 41 cut or sold outQ4 23Q1 24: 25 bought or addedQ1 24: 44 cut or sold outQ2 24: 73 bought or addedQ2 24: 26 cut or sold outQ2 24Q3 24: 68 bought or addedQ3 24: 43 cut or sold outQ4 24: 30 bought or addedQ4 24: 67 cut or sold outQ4 24Q1 25: 23 bought or addedQ1 25: 56 cut or sold outQ2 25: 48 bought or addedQ2 25: 45 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20235815
Q4 20232741
Q1 20242544
Q2 20247326
Q3 20246843
Q4 20243067
Q1 20252356
Q2 20254845

Biggest buyers

RAYMOND JAMES FINANCIAL INC Added +161,243+161.2k
COMMONWEALTH EQUITY SERVICES, LLC Added +137,848+137.8k
Avantra Family Wealth, Inc. Added +130,484+130.5k
Americana Partners, LLC Added +80,787+80.8k
Janney Montgomery Scott LLC Added +47,386+47.4k
Schulz Wealth, LTD. Added +38,040+38.0k
JANE STREET GROUP, LLC New +34,914+34.9k
Kestra Advisory Services, LLC Added +30,112+30.1k
LPL Financial LLC Added +29,595+29.6k
Triad Wealth Partners, LLC New +25,887+25.9k

Biggest sellers

STEPHENS INC /AR/ Reduced -86,970-87.0k
OLD MISSION CAPITAL LLC Reduced -73,754-73.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -54,175-54.2k
SILVER OAK SECURITIES, INCORPORATED Sold out -39,445-39.4k
EPG Wealth Management LLC Sold out -39,300-39.3k
AMERIPRISE FINANCIAL INC Sold out -27,800-27.8k
Atria Wealth Solutions, Inc. Reduced -27,139-27.1k
Foundations Investment Advisors, LLC Reduced -27,027-27.0k
CITADEL ADVISORS LLC Sold out -25,320-25.3k
Focus Partners Wealth Reduced -23,777-23.8k

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 -8.8 pts · filed 2026-10-07 18.2% -8.8 pts 2.2m≈ $91.2m 2026-10-07

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 463,704463.7k $17.4m $17.4m 0.01% Added +161.2k +161,243
2 Mariner, LLC 0.02% of their portfolio Overland Park, KS 331,021331.0k $12.4m $12.4m 0.02% Reduced -7.9k -7,914
3 Atria Investments, Inc 0.14% of their portfolio Charlotte, NC 322,761322.8k $12.1m $12.1m 0.14% Reduced -7.9k -7,908
4 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 319,579319.6k $12.0m $12.0m 0.02% Added +137.8k +137,848
5 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 283,808283.8k $10.7m $10.7m 0.02% Added +24.8k +24,785
6 Focus Partners Wealth 0.02% of their portfolio ST LOUIS, MO 243,541243.5k $9.2m $9.2m 0.02% Reduced -23.8k -23,777
7 First International Bank of Israel Ltd. 4.43% of their portfolio TEL AVIV, L3 200,000200.0k $7.5m $7.5m 4.43% First filing
8 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 199,813199.8k $7.5m $7.5m 0.01% Reduced -21.9k -21,881
9 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 178,623178.6k $6.7m $6.7m 0.03% Added +30.1k +30,112
10 Avantra Family Wealth, Inc. 4.88% of their portfolio MECHANICSBURG, PA 157,253157.3k $5.9m $5.9m 4.88% Added +130.5k +130,484
11 Americana Partners, LLC 0.20% of their portfolio Houston, TX 155,094155.1k $5.8m $5.8m 0.20% Added +80.8k +80,787
12 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 153,064153.1k $5.8m $5.8m 0.00% Added +29.6k +29,595
13 INDEPENDENT FINANCIAL GROUP, LLC 0.15% of their portfolio SAN DIEGO, CA 146,287146.3k $5.5m $5.5m 0.15% Reduced -2.8k -2,829
14 Ignite Planners, LLC 0.52% of their portfolio SAN CLEMENTE, CA 79,48879.5k $3.0m $3.0m 0.52% Added +965 +965
15 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 69,64469.6k $2.6m $2.6m 0.01% Added +25.7k +25,662
16 Sunbelt Securities, Inc. 0.20% of their portfolio HOUSTON, TX 61,40661.4k $2.2m $2.2m 0.20% Added +1.0k +1,025
17 Schulz Wealth, LTD. 1.69% of their portfolio MANSFIELD, TX 59,98960.0k $2.3m $2.3m 1.69% Added +38.0k +38,040
18 Elevated Capital Advisors, LLC 0.59% of their portfolio SANDY, UT 59,70659.7k $2.1m $2.1m 0.59% Unchanged
19 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 57,88657.9k $2.2m $2.2m 0.01% Added +47.4k +47,386
20 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 54,23054.2k $2.0m $2.0m 0.01% Added +18.1k +18,105
21 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 51,56951.6k $1.9m $1.9m 0.00% Added +5.3k +5,304
22 Foundations Investment Advisors, LLC 0.03% of their portfolio PHOENIX, AZ 49,92949.9k $1.9m $1.9m 0.03% Reduced -27.0k -27,027
23 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.12% of their portfolio CEDAR RAPIDS, IA 48,15148.2k $1.8m $1.8m 0.12% Added +1.2k +1,238
24 NovaPoint Capital, LLC 0.51% of their portfolio ATLANTA, GA 44,45144.5k $1.7m $1.7m 0.51% Unchanged
25 Arkadios Wealth Advisors 0.05% of their portfolio ATLANTA, GA 43,30043.3k $1.6m $1.6m 0.05% Unchanged
26 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 39,31039.3k $1.5m $1.5m 0.00% Reduced -375 -375
27 Keystone Wealth Services, LLC 0.33% of their portfolio PALM DESERT, CA 36,57536.6k $1.4m $1.4m 0.33% Reduced -5.3k -5,261
28 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 34,91434.9k $1.3m $1.3m 0.00% New
29 BlueChip Wealth Advisors LLC 0.58% of their portfolio Milton, GA 34,44434.4k $1.3m $1.3m 0.58% Reduced -1.8k -1,751
30 UBS Group AG 0.00% of their portfolio ZURICH, V8 32,73532.7k $1.2m $1.2m 0.00% Added +7.9k +7,949
31 Diligent Investors, LLC 0.29% of their portfolio REDLANDS, CA 32,65732.7k $1.2m $1.2m 0.29% Added +4.5k +4,500
32 Archer Investment Corp 0.29% of their portfolio Carmel, IN 32,17932.2k $1.2m $1.2m 0.29% Added +17.4k +17,415
33 Harvest Investment Services, LLC 0.27% of their portfolio Oakbrook Terrace, IL 31,67831.7k $1.2m $1.2m 0.27% Reduced -1.4k -1,368
34 LM Advisors LLC 0.15% of their portfolio SAN DIEGO, CA 31,29031.3k $1.2m $1.2m 0.15% Unchanged
35 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 31,12531.1k $1.2m $1.2m 0.00% Added +9.7k +9,742
36 CITY HOLDING CO 0.15% of their portfolio CHARLESTON, WV 31,10031.1k $1.2m $1.2m 0.15% Unchanged
37 AdvisorNet Financial, Inc 0.07% of their portfolio MINNETONKA, MN 29,96530.0k $1.1m $1.1m 0.07% Unchanged
38 FOUNDERS FINANCIAL SECURITIES LLC 0.08% of their portfolio TOWSON, MD 29,48529.5k $1.1m $1.1m 0.08% Reduced -3.4k -3,446
39 Tanglewood Legacy Advisors, LLC 0.45% of their portfolio HOUSTON, TX 29,05229.1k $1.1m $1.1m 0.45% Unchanged
40 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 28,33528.3k $1.1m $1.1m 0.01% Added +1.9k +1,931
41 Nvest Financial, LLC 0.54% of their portfolio PORTSMOUTH, NH 27,34127.3k $1.0m $1.0m 0.54% Unchanged
42 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 27,08127.1k $1.0m $1.0m 0.01% Reduced -160 -160
43 Triad Wealth Partners, LLC 0.20% of their portfolio LAWRENCE, KS 25,88725.9k $973.4k $973.4k 0.20% New
44 Wood Tarver Financial Group, LLC 0.25% of their portfolio BOISE, ID 22,25522.3k $836.0k $836.0k 0.25% Added +4.9k +4,935
45 Icon Wealth Advisors, LLC 0.06% of their portfolio HOUSTON, TX 22,20222.2k $834.8k $834.8k 0.06% Reduced -8.9k -8,886
46 Sequent Planning LLC 0.26% of their portfolio OMAHA, NE 21,53221.5k $809.6k $809.6k 0.26% Reduced -664 -664
47 Ausdal Financial Partners, Inc. 0.05% of their portfolio Davenport, IA 18,22318.2k $685.2k $685.2k 0.05% New
48 Summit Financial Wealth Advisors, LLC 0.11% of their portfolio Lafayette, LA 16,98017.0k $638.4k $638.4k 0.11% New
49 Integrity Financial Corp /WA 0.32% of their portfolio JACKSON, WY 16,50916.5k $620.7k $620.7k 0.32% Added +1.2k +1,162
50 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 16,46616.5k $619.1k $619.1k 0.00% Reduced -20.4k -20,450
51 CreativeOne Wealth, LLC 0.02% of their portfolio OVERLAND PARK, KS 16,34016.3k $614.4k $614.4k 0.02% Added +4.7k +4,674
52 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 15,17815.2k $570.7k $570.7k 0.00% Added +4.3k +4,289
53 GRIES FINANCIAL LLC 0.10% of their portfolio Cleveland, OH 14,58214.6k $548.3k $548.3k 0.10% Reduced -5.5k -5,487
54 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 14,57114.6k $547.9k $547.9k 0.00% Added +8.3k +8,295
55 Santori & Peters, Inc. 0.19% of their portfolio CANONSBURG, PA 14,07014.1k $529.0k $529.0k 0.19% Unchanged
56 AIFG Consultants Ltd. 1.00% of their portfolio HALFMOON, NY 13,70013.7k $515.1k $515.1k 1.00% Unchanged
57 Gallagher Fiduciary Advisors, LLC 0.02% of their portfolio ROLLING MEADOWS, IL 13,40513.4k $504.0k $504.0k 0.02% Added +267 +267
58 Bison Wealth, LLC 0.04% of their portfolio ATLANTA, GA 13,15313.2k $494.6k $494.6k 0.04% Reduced -386 -386
59 REAP Financial Group, LLC 0.12% of their portfolio AUSTIN, TX 13,15313.2k $494.6k $494.6k 0.12% Reduced -538 -538
60 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 12,66812.7k $478.1k $478.1k 0.01% Reduced -27.1k -27,139
61 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 12,57112.6k $478.8k $478.8k 0.01% New
62 Global Retirement Partners, LLC 0.01% of their portfolio San Rafael, CA 11,98012.0k $450.4k $450.4k 0.01% First filing
63 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 11,70111.7k $440.0k $440.0k 0.01% Reduced -73.8k -73,754
64 NORDEN GROUP LLC 0.05% of their portfolio PROVO, UT 11,60011.6k $436.2k $436.2k 0.05% Reduced -25 -25
65 ORG Partners LLC 0.09% of their portfolio ROANOKE, IN 11,50011.5k $431.7k $431.7k 0.09% Unchanged
66 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 11,47211.5k $431.0k $431.0k 0.00% Added +403 +403
67 UPTICK PARTNERS, LLC 0.12% of their portfolio NACOGDOCHES, TX 11,46111.5k $430.9k $430.9k 0.12% Added +2.0k +2,036
68 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 10,96611.0k $412.3k $412.3k 0.01% Added +178 +178
69 Robertson Stephens Wealth Management, LLC 0.01% of their portfolio San Francisco, CA 10,88010.9k $409.1k $409.1k 0.01% Unchanged
70 CENTAURUS FINANCIAL, INC. 0.02% of their portfolio ANAHEIM, CA 10,48410.5k $394.0k $394.0k 0.02% Added +5.4k +5,360
71 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 10,45010.4k $392.9k $392.9k 0.00% Reduced -383 -383
72 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 10,37810.4k $390.2k $390.2k 0.00% Reduced -5.8k -5,810
73 AXXCESS WEALTH MANAGEMENT, LLC 0.01% of their portfolio CARLSBAD, CA 10,24510.2k $385.2k $385.2k 0.01% New
74 GPS Wealth Strategies Group, LLC 0.04% of their portfolio CENTENNIAL, CO 10,08710.1k $379.3k $379.3k 0.04% Unchanged
75 NorthCrest Asset Manangement, LLC 0.01% of their portfolio PLYMOUTH, MN 10,05910.1k $379.6k $379.6k 0.01% Unchanged
76 Quad-Cities Investment Group, LLC 0.15% of their portfolio DAVENPORT, IA 8,6968.7k $327.0k $327.0k 0.15% Unchanged
77 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.05% of their portfolio BLUE BELL, PA 8,6048.6k $323.5k $323.5k 0.05% Added +7.4k +7,400
78 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 8,5908.6k $323.0k $323.0k 0.01% Reduced -111 -111
79 Catalina Capital Group, LLC 0.21% of their portfolio Torrance, CA 8,1108.1k $304.9k $304.9k 0.21% Reduced -7.3k -7,267
80 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 8,0478.0k $302.6k $302.6k 0.01% New
81 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 8,0468.0k $302.5k $302.5k 0.00% Unchanged
82 STEPHENS INC /AR/ 0.00% of their portfolio LITTLE ROCK, AR 7,6657.7k $288.2k $288.2k 0.00% Reduced -87.0k -86,970
83 1776 Wealth LLC 0.12% of their portfolio ATLANTA, GA 7,5607.6k $284.3k $284.3k 0.12% Unchanged
84 Prosperity Financial Group, Inc. 0.12% of their portfolio San Ramon, CA 7,5567.6k $284.1k $284.1k 0.12% Reduced -5 -5
85 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 7,3917.4k $277.9k $277.9k 0.01% Unchanged
86 Chris Bulman Inc 0.16% of their portfolio ROSEVILLE, CA 7,3177.3k $275.1k $275.1k 0.16% Added +131 +131
87 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.00% of their portfolio IRVING, TX 6,7816.8k $255.0k $255.0k 0.00% New
88 First Heartland Consultants, Inc. 0.02% of their portfolio LAKE ST. LOUIS, MO 6,7576.8k $254.1k $254.1k 0.02% Reduced -159 -159
89 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 6,5626.6k $246.7k $246.7k 0.01% Added +5.8k +5,845
90 Cornell Pochily Investment Advisors, Inc. 0.08% of their portfolio ITHACA, NY 6,4506.5k $242.5k $242.5k 0.08% Unchanged
91 BRASS TAX WEALTH MANAGEMENT, INC 0.05% of their portfolio CINCINNATI, OH 6,4386.4k $242.1k $242.1k 0.05% Unchanged
92 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 6,3846.4k $240.0k $240.0k 0.00% New
93 HBW ADVISORY SERVICES LLC 0.03% of their portfolio SIMI VALLEY, CA 5,8035.8k $218.2k $218.2k 0.03% Reduced -82 -82
94 Stratos Wealth Advisors, LLC 0.01% of their portfolio BEACHWOOD, OH 5,6615.7k $212.9k $212.9k 0.01% New
95 Strategic Blueprint, LLC 0.01% of their portfolio ATLANTA, GA 5,5425.5k $208.4k $208.4k 0.01% Reduced -935 -935
96 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 5,3505.3k $201.2k $201.2k 0.00% Reduced -1.0k -1,000
97 LANARK FINANCIAL, INC. 0.01% of their portfolio BIRMINGHAM, AL 4,6824.7k $176.0k $176.0k 0.01% Unchanged
98 DHJJ Financial Advisors, Ltd. 0.06% of their portfolio NAPERVILLE, IL 4,6134.6k $173.4k $173.4k 0.06% Added +982 +982
99 GoalVest Advisory LLC 0.04% of their portfolio New York, NY 3,8653.9k $145.3k $145.3k 0.04% Unchanged
100 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 2,4502.5k $92.1k $92.1k 0.00% Reduced -2.5k -2,450