Vault-13

FIRST TR EXCHNG TRADED FD VI XMAR

FT VEST US EQT · ETP · CUSIP 33740F474

71 institutional holders +8 vs Q1 2024
4,099,2324.1m shares reported held*
$141.7mreported value*
16 new 23 added 18 reduced 8 sold out net bought ≈ $10.8m (+311.6k 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 ≈ $34.57.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 1Q4 22: 0Q1 23: 38Q2 23: 58Q3 23: 61Q4 23: 60Q1 24: 63Q2 24: 7171Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 20221
Q4 20220
Q1 202338
Q2 202358
Q3 202361
Q4 202360
Q1 202463
Q2 202471

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 outQ2 23: 53 bought or addedQ2 23: 9 cut or sold outQ2 23Q3 23: 21 bought or addedQ3 23: 33 cut or sold outQ4 23: 7 bought or addedQ4 23: 45 cut or sold outQ4 23Q1 24: 28 bought or addedQ1 24: 38 cut or sold outQ2 24: 39 bought or addedQ2 24: 26 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 202201
Q1 2023370
Q2 2023539
Q3 20232133
Q4 2023745
Q1 20242838
Q2 20243926

Biggest buyers

Cetera Investment Advisers Added +101,793+101.8k
Diversify Advisory Services, LLC New +81,285+81.3k
OneDigital Investment Advisors LLC New +80,685+80.7k
Kestra Advisory Services, LLC Added +77,664+77.7k
Cambridge Investment Research Advisors, Inc. Added +32,834+32.8k
MML INVESTORS SERVICES, LLC Added +31,893+31.9k
OSAIC HOLDINGS, INC. Added +23,811+23.8k
OLD MISSION CAPITAL LLC New +23,118+23.1k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +18,207+18.2k
HBW ADVISORY SERVICES LLC New +14,962+15.0k

Biggest sellers

HARBOUR INVESTMENTS, INC. Reduced -94,224-94.2k
CreativeOne Wealth, LLC Sold out -31,018-31.0k
Triumph Capital Management Reduced -30,000-30.0k
REAP Financial Group, LLC Reduced -28,904-28.9k
LPL Financial LLC Reduced -23,286-23.3k
KESTRA PRIVATE WEALTH SERVICES, LLC Reduced -21,630-21.6k
Signal Advisors Wealth, LLC Sold out -12,172-12.2k
LINCOLN NATIONAL CORP Sold out -10,877-10.9k
JANE STREET GROUP, LLC Sold out -9,784-9.8k
Aptus Capital Advisors, LLC Reduced -7,257-7.3k

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, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 REAP Financial Group, LLC 5.18% of their portfolio AUSTIN, TX 557,435557.4k $19.3m $19.3m 5.18% Reduced -28.9k -28,904
2 Cetera Investment Advisers 0.04% of their portfolio SCHAUMBURG, IL 484,371484.4k $16.7m $16.7m 0.04% Added +101.8k +101,793
3 PFS Partners, LLC 8.08% of their portfolio MINE HILL, NJ 369,965370.0k $12.8m $12.8m 8.08% Added +7.7k +7,671
4 Aptus Capital Advisors, LLC 0.17% of their portfolio FAIRHOPE, AL 264,971265.0k $9.2m $9.2m 0.17% Reduced -7.3k -7,257
5 Financial Guidance Group, Inc. 5.63% of their portfolio Palm Harbor, FL 264,876264.9k $9.2m $9.2m 5.63% Reduced -7.3k -7,257
6 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 198,939198.9k $6.9m $6.9m 0.01% Added +11.4k +11,379
7 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 163,215163.2k $5.6m $5.6m 0.03% Added +77.7k +77,664
8 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 162,140162.1k $5.6m $5.6m 0.01% Added +23.8k +23,811
9 AIFG Consultants Ltd. 3.83% of their portfolio HALFMOON, NY 148,899148.9k $5.1m $5.1m 3.83% Reduced -6.5k -6,502
10 HARBOUR INVESTMENTS, INC. 0.13% of their portfolio MADISON, WI 111,417111.4k $3.9m $3.9m 0.13% Reduced -94.2k -94,224
11 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.75% of their portfolio BLUE BELL, PA 105,221105.2k $3.6m $3.6m 0.75% Reduced -1.5k -1,532
12 Foundations Investment Advisors, LLC 0.07% of their portfolio PHOENIX, AZ 86,52086.5k $3.0m $3.0m 0.07% Reduced -755 -755
13 KESTRA PRIVATE WEALTH SERVICES, LLC 0.06% of their portfolio AUSTIN, TX 84,39784.4k $2.9m $2.9m 0.06% Reduced -21.6k -21,630
14 Diversify Advisory Services, LLC 0.15% of their portfolio SANDY, UT 81,28581.3k $2.8m $2.8m 0.15% New
15 OneDigital Investment Advisors LLC 0.03% of their portfolio OVERLAND PARK, KS 80,68580.7k $2.8m $2.8m 0.03% New
16 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 73,53973.5k $2.5m $2.5m 0.00% Reduced -23.3k -23,286
17 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 71,92271.9k $2.5m $2.5m 0.01% Added +31.9k +31,893
18 BENJAMIN F. EDWARDS & COMPANY, INC. 0.04% of their portfolio ST. LOUIS, MO 58,07058.1k $2.0m $2.0m 0.04% Added +236 +236
19 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 50,02050.0k $1.7m $1.7m 0.01% Added +32.8k +32,834
20 Arkadios Wealth Advisors 0.11% of their portfolio ATLANTA, GA 46,90146.9k $1.6m $1.6m 0.11% Reduced -136 -136
21 INSIGNEO ADVISORY SERVICES, LLC 0.16% of their portfolio MIAMI, FL 42,40542.4k $1.4m $1.4m 0.16% Reduced -1.1k -1,050
22 HBK Sorce Advisory LLC 0.05% of their portfolio ERIE, PA 41,80641.8k $1.4m $1.4m 0.05% Added +984 +984
23 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 41,29541.3k $1.4m $1.4m 0.00% Added +2.1k +2,104
24 Brookstone Capital Management 0.02% of their portfolio WHEATON, IL 35,32335.3k $1.2m $1.2m 0.02% Reduced -91 -91
25 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 26,37926.4k $911.9k $911.9k 0.00% Added +18.2k +18,207
26 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 26,10026.1k $902.0k $902.0k 0.00% Unchanged
27 Octavia Wealth Advisors, LLC 0.12% of their portfolio CINCINNATI, OH 26,00226.0k $898.9k $898.9k 0.12% Unchanged
28 Mutual Advisors, LLC 0.03% of their portfolio OMAHA, NE 25,10125.1k $870.8k $870.8k 0.03% Unchanged
29 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 23,11823.1k $799.2k $799.2k 0.02% New
30 Bouchey Financial Group, Ltd. 0.07% of their portfolio TROY, NY 22,33322.3k $772.0k $772.0k 0.07% Added +12.9k +12,865
31 Strategic Blueprint, LLC 0.05% of their portfolio ATLANTA, GA 21,62121.6k $747.4k $747.4k 0.05% Reduced -1.8k -1,790
32 First Heartland Consultants, Inc. 0.07% of their portfolio LAKE ST. LOUIS, MO 19,53919.5k $675.0k $675.0k 0.07% Added +6.7k +6,712
33 Virtue Capital Management, LLC 0.11% of their portfolio BRENTWOOD, TN 17,90217.9k $623.6k $623.6k 0.11% Added +92 +92
34 Foguth Wealth Management, LLC. 0.27% of their portfolio BRIGHTON, MI 17,56517.6k $607.2k $607.2k 0.27% Added +5.4k +5,393
35 Bison Wealth, LLC 0.10% of their portfolio Atlanta, GA 17,48017.5k $587.7k $587.7k 0.10% Unchanged
36 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.02% of their portfolio RICHMOND, VA 16,48516.5k $569.9k $569.9k 0.02% Reduced -210 -210
37 LM Advisors LLC 0.02% of their portfolio SAN DIEGO, CA 15,38015.4k $531.0k $531.0k 0.02% Unchanged
38 HBW ADVISORY SERVICES LLC 0.09% of their portfolio SIMI VALLEY, CA 14,96215.0k $517.2k $517.2k 0.09% New
39 SILVER OAK SECURITIES, INCORPORATED 0.08% of their portfolio JACKSON, TN 14,69014.7k $507.8k $507.8k 0.08% Added +7.3k +7,307
40 INDEPENDENT FINANCIAL GROUP, LLC 0.02% of their portfolio SAN DIEGO, CA 11,70711.7k $404.7k $404.7k 0.02% New
41 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 11,70311.7k $404.6k $404.6k 0.00% New
42 Mariner, LLC 0.00% of their portfolio Overland Park, KS 11,50911.5k $397.9k $397.9k 0.00% New
43 GTS SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 9,9019.9k $342.3k $342.3k 0.01% Reduced -441 -441
44 Quad-Cities Investment Group, LLC 0.18% of their portfolio DAVENPORT, IA 9,6059.6k $332.1k $332.1k 0.18% Added +1.1k +1,094
45 FSB PREMIER WEALTH MANAGEMENT, INC. 0.14% of their portfolio WATERLOO, IA 9,2439.2k $319.5k $319.5k 0.14% Unchanged
46 Stonebridge Financial Planning Group, LLC 0.16% of their portfolio ORLANDO, FL 9,1159.1k $315.1k $315.1k 0.16% Added +2.7k +2,665
47 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 8,6708.7k $299.7k $299.7k 0.00% Added +949 +949
48 Objectivity Squared, LLC 0.21% of their portfolio CHARLESTON, SC 7,9247.9k $277.0k $277.0k 0.21% New
49 WOLVERINE TRADING, LLC 0.00% of their portfolio CHICAGO, IL 7,7657.8k $268.4k $268.4k 0.00% New
50 Sequent Planning LLC 0.08% of their portfolio OMAHA, NE 7,1047.1k $245.9k $245.9k 0.08% Reduced -327 -327
51 PFG Advisors 0.02% of their portfolio Phoenix, AZ 6,9006.9k $238.5k $238.5k 0.02% Added +900 +900
52 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 6,7446.7k $233.1k $233.1k 0.00% Unchanged
53 REGIONS FINANCIAL CORP 0.00% of their portfolio BIRMINGHAM, AL 6,1936.2k $214.1k $214.1k 0.00% New
54 Triumph Capital Management 0.08% of their portfolio DENVER, CO 6,0006.0k $207.4k $207.4k 0.08% Reduced -30.0k -30,000
55 Millington Financial Advisors, LLC 0.14% of their portfolio NAPERVILLE, IL 5,9966.0k $207.3k $207.3k 0.14% New
56 Regal Investment Advisors LLC 0.01% of their portfolio KENTWOOD, MI 5,8555.9k $202.4k $202.4k 0.01% New
57 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.01% of their portfolio BIRMINGHAM, AL 3,6923.7k $127.6k $127.6k 0.01% Added +874 +874
58 COMERICA BANK 0.00% of their portfolio DALLAS, TX 3,6433.6k $125.9k $125.9k 0.00% Unchanged
59 DHJJ Financial Advisors, Ltd. 0.05% of their portfolio NAPERVILLE, IL 3,6333.6k $125.6k $125.6k 0.05% Added +1.8k +1,828
60 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 3,5323.5k $122.1k $122.1k 0.00% Unchanged
61 Tanglewood Legacy Advisors, LLC 0.05% of their portfolio HOUSTON, TX 3,3003.3k $114.1k $114.1k 0.05% Unchanged
62 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 2,0422.0k $70.6k $70.6k 0.00% Added +1.4k +1,428
63 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 1,9582.0k $67.7k $67.7k 0.00% Reduced -3.0k -2,950
64 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 1,3391.3k $46.3k $46.3k 0.00% New
65 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 840840 $29.0k $29.0k 0.00% Unchanged
66 Integrity Financial Corp /WA 0.02% of their portfolio JACKSON, WY 737737 $25.5k $25.5k 0.02% New
67 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 732732 $25.3k $25.3k 0.00% Unchanged
68 UBS Group AG 0.00% of their portfolio ZURICH, V8 578578 $20.0k $20.0k 0.00% New
69 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 511511 $17.7k $17.7k 0.00% New
70 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 392392 $13.6k $13.6k 0.00% Unchanged
71 GUARDIAN WEALTH ADVISORS, LLC / NC 0.00% of their portfolio RALEIGH, NC 9595 $3.3k $3.3k 0.00% Unchanged