Vault-13

FIRST TR EXCHNG TRADED FD VI XMAR

FT VEST US EQT · ETP · CUSIP 33740F474

60 institutional holders -1 vs Q3 2023
4,766,5794.8m shares reported held*
$156.7mreported value*
2 new 5 added 37 reduced 8 sold out net sold ≈ $25.7m (-782.5k 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 ≈ $32.88.

Trends to Q4 2023

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 1Q4 22: 0Q1 23: 38Q2 23: 58Q3 23: 61Q4 23: 6060Q3 22Q4 22Q1 23Q2 23Q3 23Q4 23
Numbers
QuarterHolders
Q3 20221
Q4 20220
Q1 202338
Q2 202358
Q3 202361
Q4 202360

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 22: 0 bought or addedQ4 22: 1 cut or sold outQ4 22Q1 23: 37 bought or addedQ1 23: 0 cut or sold outQ1 23Q2 23: 53 bought or addedQ2 23: 9 cut or sold outQ2 23Q3 23: 21 bought or addedQ3 23: 33 cut or sold outQ3 23Q4 23: 7 bought or addedQ4 23: 45 cut or sold outQ4 23
Numbers
QuarterBought or addedCut or sold out
Q4 202201
Q1 2023370
Q2 2023539
Q3 20232133
Q4 2023745

Biggest buyers

OSAIC HOLDINGS, INC. Added +103,458+103.5k
LPL Financial LLC Added +56,209+56.2k
WOLVERINE TRADING, LLC New +6,399+6.4k
Arlington Capital Management, Inc. New +6,169+6.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +5,801+5.8k
UBS Group AG Added +4,504+4.5k
Virtue Capital Management, LLC Added +1,741+1.7k

Biggest sellers

CARY STREET PARTNERS INVESTMENT ADVISORY LLC Reduced -136,488-136.5k
Cetera Advisors LLC Reduced -130,506-130.5k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -111,442-111.4k
Cambridge Investment Research Advisors, Inc. Reduced -104,417-104.4k
Millington Financial Advisors, LLC Sold out -99,955-100.0k
Global Retirement Partners, LLC Reduced -50,690-50.7k
CITADEL ADVISORS LLC Sold out -46,207-46.2k
JANE STREET GROUP, LLC Reduced -40,390-40.4k
Kestra Advisory Services, LLC Reduced -33,476-33.5k
KRAEMATON INVESTMENT ADVISORS, INC Sold out -29,395-29.4k

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 +2.9 pts · filed 2026-10-19 18.1% +2.9 pts 654.3k≈ $28.0m 2026-10-19

Holders, Q4 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 COMMONWEALTH EQUITY SERVICES, LLC 0.06% of their portfolio WALTHAM, MA 931,828931.8k $30.6m $30.6m 0.06% Reduced -111.4k -111,442
2 REAP Financial Group, LLC 5.93% of their portfolio AUSTIN, TX 618,883618.9k $20.3m $20.3m 5.93% First filing
3 Cetera Advisors LLC 0.22% of their portfolio DENVER, CO 478,853478.9k $15.7m $15.7m 0.22% Reduced -130.5k -130,506
4 PFS Partners, LLC 6.87% of their portfolio MINE HILL, NJ 305,670305.7k $10.1m $10.1m 6.87% Reduced -3.4k -3,378
5 HARBOUR INVESTMENTS, INC. 0.38% of their portfolio MADISON, WI 278,440278.4k $9.2m $9.2m 0.38% Reduced -22.9k -22,918
6 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 264,563264.6k $8.7m $8.7m 0.02% Added +103.5k +103,458
7 KESTRA PRIVATE WEALTH SERVICES, LLC 0.21% of their portfolio AUSTIN, TX 246,276246.3k $8.1m $8.1m 0.21% Reduced -8.9k -8,881
8 AIFG Consultants Ltd. 4.07% of their portfolio HALFMOON, NY 162,787162.8k $5.4m $5.4m 4.07% Reduced -2.9k -2,888
9 Cetera Investment Advisers 0.04% of their portfolio SCHAUMBURG, IL 141,033141.0k $4.6m $4.6m 0.04% Reduced -415 -415
10 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 140,388140.4k $4.6m $4.6m 0.00% Added +56.2k +56,209
11 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.84% of their portfolio BLUE BELL, PA 107,308107.3k $3.5m $3.5m 0.84% Reduced -725 -725
12 WEALTHSOURCE PARTNERS, LLC 0.18% of their portfolio SAN LUIS OBISPO, CA 85,19985.2k $2.8m $2.8m 0.18% Reduced -664 -664
13 Foundations Investment Advisors, LLC 0.07% of their portfolio PHOENIX, AZ 80,97481.0k $2.7m $2.7m 0.07% Reduced -11.3k -11,302
14 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 78,80078.8k $2.6m $2.6m 0.02% Reduced -33.5k -33,476
15 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 70,30070.3k $2.3m $2.3m 0.01% Reduced -19 -19
16 Steward Partners Investment Advisory, LLC 0.03% of their portfolio STAMFORD, CT 69,41869.4k $2.3m $2.3m 0.03% Reduced -300 -300
17 BENJAMIN F. EDWARDS & COMPANY, INC. 0.04% of their portfolio ST. LOUIS, MO 66,21466.2k $2.2m $2.2m 0.04% Reduced -4.1k -4,147
18 Arkadios Wealth Advisors 0.14% of their portfolio ATLANTA, GA 51,34751.3k $1.7m $1.7m 0.14% Reduced -1.0k -1,007
19 INSIGNEO ADVISORY SERVICES, LLC 0.21% of their portfolio MIAMI, FL 44,29344.3k $1.5m $1.5m 0.21% Unchanged
20 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 36,98137.0k $1.2m $1.2m 0.00% Reduced -2.9k -2,865
21 HBK Sorce Advisory LLC 0.05% of their portfolio ERIE, PA 36,31036.3k $1.2m $1.2m 0.05% Unchanged
22 Brookstone Capital Management 0.02% of their portfolio WHEATON, IL 35,41435.4k $1.2m $1.2m 0.02% Reduced -968 -968
23 Mutual Advisors, LLC 0.03% of their portfolio OMAHA, NE 28,60128.6k $940.4k $940.4k 0.03% Reduced -1.0k -1,000
24 Strategic Blueprint, LLC 0.07% of their portfolio ATLANTA, GA 27,24527.2k $895.8k $895.8k 0.07% Reduced -792 -792
25 Octavia Wealth Advisors, LLC 0.16% of their portfolio CINCINNATI, OH 27,00927.0k $888.1k $888.1k 0.16% Reduced -1.4k -1,400
26 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 23,07023.1k $758.5k $758.5k 0.00% Added +5.8k +5,801
27 Independent Wealth Network Inc. 0.39% of their portfolio URBANDALE, IA 22,67522.7k $745.6k $745.6k 0.39% Reduced -347 -347
28 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 21,14621.1k $695.0k $695.0k 0.00% Reduced -104.4k -104,417
29 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 20,31820.3k $668.0k $668.0k 0.00% Reduced -10.3k -10,278
30 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 17,33017.3k $569.8k $569.8k 0.01% Reduced -13.2k -13,218
31 Virtue Capital Management, LLC 0.12% of their portfolio BRENTWOOD, TN 17,27217.3k $568.1k $568.1k 0.12% Added +1.7k +1,741
32 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.03% of their portfolio RICHMOND, VA 16,73516.7k $550.2k $550.2k 0.03% Reduced -136.5k -136,488
33 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 16,06016.1k $530.0k $530.0k 0.00% Reduced -19.9k -19,933
34 Cetera Advisor Networks LLC 0.00% of their portfolio EL SEGUNDO, CA 15,60715.6k $513.2k $513.2k 0.00% Reduced -14.0k -14,046
35 LM Advisors LLC 0.10% of their portfolio SAN DIEGO, CA 15,38015.4k $505.7k $505.7k 0.10% First filing
36 Bison Wealth, LLC 0.08% of their portfolio Atlanta, GA 13,20413.2k $434.1k $434.1k 0.08% Unchanged
37 PRINCIPAL SECURITIES, INC. 0.02% of their portfolio DES MOINES, IA 12,60712.6k $414.5k $414.5k 0.02% First filing
38 Quad-Cities Investment Group, LLC 0.24% of their portfolio DAVENPORT, IA 11,78311.8k $387.5k $387.5k 0.24% Unchanged
39 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 11,45611.5k $376.7k $376.7k 0.01% Reduced -1.5k -1,513
40 SECURED RETIREMENT ADVISORS, LLC 0.30% of their portfolio ST LOUIS PARK, MN 9,3579.4k $307.7k $307.7k 0.30% First filing
41 FSB PREMIER WEALTH MANAGEMENT, INC. 0.15% of their portfolio WATERLOO, IA 9,2439.2k $303.9k $303.9k 0.15% Reduced -7.9k -7,875
42 Global Retirement Partners, LLC 0.01% of their portfolio San Rafael, CA 9,1559.2k $301.3k $301.3k 0.01% Reduced -50.7k -50,690
43 SILVER OAK SECURITIES, INCORPORATED 0.04% of their portfolio JACKSON, TN 8,8888.9k $292.2k $292.2k 0.04% Reduced -3.4k -3,354
44 Crown Wealth Group, LLC 0.17% of their portfolio Charlotte, NC 8,5168.5k $280.0k $280.0k 0.17% Reduced -1.7k -1,691
45 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 8,1008.1k $266.0k $266.0k 0.00% Unchanged
46 Stonebridge Financial Planning Group, LLC 0.15% of their portfolio ORLANDO, FL 7,7057.7k $253.3k $253.3k 0.15% Reduced -1.5k -1,515
47 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 7,2777.3k $239.3k $239.3k 0.00% Reduced -3.4k -3,407
48 LINCOLN NATIONAL CORP 0.00% of their portfolio RADNOR, PA 7,1107.1k $233.8k $233.8k 0.00% Unchanged
49 WOLVERINE TRADING, LLC 0.00% of their portfolio CHICAGO, IL 6,3996.4k $210.4k $210.4k 0.00% New
50 Arlington Capital Management, Inc. 0.18% of their portfolio ARLINGTON HEIGHTS, IL 6,1696.2k $202.8k $202.8k 0.18% New
51 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 6,1506.2k $202.2k $202.2k 0.00% Reduced -40.4k -40,390
52 FWG Investments, LLC. 0.25% of their portfolio LEXINGTON, KY 6,1146.1k $201.0k $201.0k 0.25% First filing
53 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 4,9084.9k $161.4k $161.4k 0.01% Unchanged
54 UBS Group AG 0.00% of their portfolio ZURICH, V8 4,7204.7k $155.2k $155.2k 0.00% Added +4.5k +4,504
55 COMERICA BANK 0.00% of their portfolio DALLAS, TX 4,1384.1k $136.1k $136.1k 0.00% Unchanged
56 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.01% of their portfolio BIRMINGHAM, AL 2,8182.8k $92.7k $92.7k 0.01% Unchanged
57 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 840840 $27.0k $27.0k 0.00% Unchanged
58 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 9595 $3.1k $3.1k 0.00% Reduced -180 -180
59 GUARDIAN WEALTH ADVISORS, LLC / NC 0.00% of their portfolio RALEIGH, NC 9595 $3.1k $3.1k 0.00% Reduced -180 -180
60 DHJJ Financial Advisors, Ltd. 0.00% of their portfolio NAPERVILLE, IL 55 $165 $165 0.00% Unchanged