Vault-13

FIRST TR EXCHNG TRADED FD VI XMAR

FT VEST US EQT · ETP · CUSIP 33740F474

74 institutional holders +1 vs Q3 2024
3,282,1063.3m shares reported held*
$118.8mreported value*
12 new 11 added 34 reduced 15 sold out net sold ≈ $23.6m (-651.7k 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 ≈ $36.20.

Trends to Q4 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: 71Q3 24: 73Q4 24: 7474Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 20221
Q4 20220
Q1 202338
Q2 202358
Q3 202361
Q4 202360
Q1 202463
Q2 202471
Q3 202473
Q4 202474

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 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 24Q3 24: 19 bought or addedQ3 24: 38 cut or sold outQ4 24: 23 bought or addedQ4 24: 49 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 2023370
Q2 2023539
Q3 20232133
Q4 2023745
Q1 20242838
Q2 20243926
Q3 20241938
Q4 20242349

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +160,266+160.3k
CreativeOne Wealth, LLC Added +19,658+19.7k
Sage Capital Advisors,llc New +18,482+18.5k
Atria Investments, Inc New +16,043+16.0k
Bullseye Investment Management, LLC New +10,667+10.7k
Envestnet Portfolio Solutions, Inc. New +9,034+9.0k
Atria Wealth Solutions, Inc. New +8,943+8.9k
VestGen Investment Management New +7,692+7.7k
FWG Investments, LLC. New +5,536+5.5k
CITADEL ADVISORS LLC Added +5,062+5.1k

Biggest sellers

REAP Financial Group, LLC Reduced -312,361-312.4k
Aptus Capital Advisors, LLC Reduced -98,709-98.7k
Financial Guidance Group, Inc. Reduced -98,709-98.7k
OneDigital Investment Advisors LLC Sold out -79,752-79.8k
Cetera Investment Advisers Reduced -59,584-59.6k
AIFG Consultants Ltd. Reduced -45,462-45.5k
JANE STREET GROUP, LLC Sold out -23,094-23.1k
Bouchey Financial Group, Ltd. Sold out -21,600-21.6k
GOLDMAN SACHS GROUP INC Sold out -20,298-20.3k
CARY STREET PARTNERS INVESTMENT ADVISORY LLC Sold out -16,367-16.4k

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 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 401,004401.0k $14.5m $14.5m 0.03% Reduced -59.6k -59,584
2 PFS Partners, LLC 7.05% of their portfolio MINE HILL, NJ 357,800357.8k $13.0m $13.0m 7.05% Reduced -1.7k -1,742
3 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 200,037200.0k $7.2m $7.2m 0.00% Added +160.3k +160,266
4 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 179,733179.7k $6.5m $6.5m 0.01% Reduced -2.9k -2,868
5 Aptus Capital Advisors, LLC 0.07% of their portfolio FAIRHOPE, AL 162,300162.3k $5.9m $5.9m 0.07% Reduced -98.7k -98,709
6 Financial Guidance Group, Inc. 3.22% of their portfolio Palm Harbor, FL 162,300162.3k $5.9m $5.9m 3.22% Reduced -98.7k -98,709
7 Bison Wealth, LLC 0.72% of their portfolio ATLANTA, GA 161,970162.0k $5.9m $5.9m 0.72% First filing
8 REAP Financial Group, LLC 1.45% of their portfolio AUSTIN, TX 161,850161.8k $5.9m $5.9m 1.45% Reduced -312.4k -312,361
9 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 159,723159.7k $5.8m $5.8m 0.03% Added +1.6k +1,630
10 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 111,502111.5k $4.0m $4.0m 0.01% Reduced -10.5k -10,467
11 HARBOUR INVESTMENTS, INC. 0.10% of their portfolio MADISON, WI 100,062100.1k $3.6m $3.6m 0.10% Reduced -3.1k -3,127
12 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.68% of their portfolio BLUE BELL, PA 99,29799.3k $3.6m $3.6m 0.68% Reduced -3.5k -3,543
13 Foundations Investment Advisors, LLC 0.06% of their portfolio PHOENIX, AZ 82,79682.8k $3.0m $3.0m 0.06% Reduced -662 -662
14 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 75,66675.7k $2.7m $2.7m 0.00% Reduced -9.4k -9,372
15 KESTRA PRIVATE WEALTH SERVICES, LLC 0.04% of their portfolio AUSTIN, TX 72,37472.4k $2.6m $2.6m 0.04% Reduced -556 -556
16 Diversify Advisory Services, LLC 0.12% of their portfolio SANDY, UT 58,30658.3k $2.1m $2.1m 0.12% Reduced -13.0k -13,021
17 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 50,34050.3k $1.8m $1.8m 0.01% Reduced -2.0k -2,026
18 CreativeOne Wealth, LLC 0.05% of their portfolio OVERLAND PARK, KS 47,30747.3k $1.7m $1.7m 0.05% Added +19.7k +19,658
19 INSIGNEO ADVISORY SERVICES, LLC 0.16% of their portfolio MIAMI, FL 42,55542.6k $1.5m $1.5m 0.16% Added +150 +150
20 HBK Sorce Advisory LLC 0.04% of their portfolio ERIE, PA 39,84539.8k $1.4m $1.4m 0.04% Reduced -949 -949
21 Arkadios Wealth Advisors 0.08% of their portfolio ATLANTA, GA 38,74538.7k $1.4m $1.4m 0.08% Reduced -7.0k -6,986
22 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 36,74936.7k $1.3m $1.3m 0.00% Added +997 +997
23 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 33,27233.3k $1.2m $1.2m 0.00% Reduced -5.2k -5,218
24 Brookstone Capital Management 0.02% of their portfolio WHEATON, IL 33,19533.2k $1.2m $1.2m 0.02% Reduced -300 -300
25 Mutual Advisors, LLC 0.03% of their portfolio OMAHA, NE 25,10125.1k $913.6k $913.6k 0.03% Unchanged
26 Octavia Wealth Advisors, LLC 0.10% of their portfolio CINCINNATI, OH 23,42223.4k $847.9k $847.9k 0.10% Reduced -903 -903
27 SILVER OAK SECURITIES, INCORPORATED 0.07% of their portfolio JACKSON, TN 19,35319.4k $701.0k $701.0k 0.07% Added +2.1k +2,098
28 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 18,73218.7k $678.1k $678.1k 0.00% Added +5.1k +5,062
29 Sage Capital Advisors,llc 0.17% of their portfolio SIOUX FALLS, SD 18,48218.5k $669.0k $669.0k 0.17% New
30 CARY STREET PARTNERS FINANCIAL LLC 0.02% of their portfolio RICHMOND, VA 16,22416.2k $587.3k $587.3k 0.02% First filing
31 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 16,04316.0k $580.8k $580.8k 0.01% New
32 First Heartland Consultants, Inc. 0.06% of their portfolio LAKE ST. LOUIS, MO 15,90115.9k $575.6k $575.6k 0.06% Reduced -7.8k -7,755
33 LM Advisors LLC 0.10% of their portfolio SAN DIEGO, CA 15,38015.4k $557.0k $557.0k 0.10% Unchanged
34 Bison Wealth, LLC 0.12% of their portfolio Atlanta, GA 15,17815.2k $549.4k $549.4k 0.12% Reduced -300 -300
35 Strategic Blueprint, LLC 0.03% of their portfolio ATLANTA, GA 14,78614.8k $535.3k $535.3k 0.03% Reduced -733 -733
36 INDEPENDENT FINANCIAL GROUP, LLC 0.02% of their portfolio SAN DIEGO, CA 14,48914.5k $524.5k $524.5k 0.02% Added +2.0k +1,982
37 Signal Advisors Wealth, LLC 0.05% of their portfolio DETROIT, MI 13,24913.2k $479.6k $479.6k 0.05% Reduced -199 -199
38 Foguth Wealth Management, LLC. 0.12% of their portfolio BRIGHTON, MI 12,46612.5k $455.4k $455.4k 0.12% Reduced -938 -938
39 HBW ADVISORY SERVICES LLC 0.05% of their portfolio SIMI VALLEY, CA 12,34712.3k $447.0k $447.0k 0.05% Reduced -1.2k -1,205
40 Mariner, LLC 0.00% of their portfolio Overland Park, KS 11,48011.5k $415.6k $415.6k 0.00% Reduced -29 -29
41 Bullseye Investment Management, LLC 0.26% of their portfolio CINCINNATI, OH 10,66710.7k $386.2k $386.2k 0.26% New
42 IMG Wealth Management, Inc. 0.34% of their portfolio JACKSONVILLE, FL 10,30010.3k $372.9k $372.9k 0.34% First filing
43 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 9,0349.0k $327.0k $327.0k 0.00% New
44 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 8,9438.9k $323.7k $323.7k 0.00% New
45 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 8,6568.7k $313.3k $313.3k 0.00% Reduced -14 -14
46 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 8,2658.3k $299.0k $299.0k 0.00% Added +165 +165
47 VestGen Investment Management 0.08% of their portfolio EGG HARBOR TOWNSHIP, NJ 7,6927.7k $278.4k $278.4k 0.08% New
48 AIFG Consultants Ltd. 0.44% of their portfolio HALFMOON, NY 7,4017.4k $267.9k $267.9k 0.44% Reduced -45.5k -45,462
49 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 6,7446.7k $244.1k $244.1k 0.00% Unchanged
50 Stonebridge Financial Planning Group, LLC 0.10% of their portfolio ORLANDO, FL 6,4506.5k $233.5k $233.5k 0.10% Reduced -2.7k -2,665
51 Sequent Planning LLC 0.08% of their portfolio OMAHA, NE 6,1426.1k $222.3k $222.3k 0.08% Reduced -1.1k -1,071
52 PFG Advisors 0.01% of their portfolio Phoenix, AZ 6,1006.1k $220.8k $220.8k 0.01% Reduced -800 -800
53 Triumph Capital Management 0.07% of their portfolio DENVER, CO 6,0006.0k $217.2k $217.2k 0.07% Unchanged
54 FSB PREMIER WEALTH MANAGEMENT, INC. 0.08% of their portfolio WATERLOO, IA 5,8285.8k $211.0k $211.0k 0.08% Reduced -3.1k -3,121
55 UPTICK PARTNERS, LLC 0.08% of their portfolio NACOGDOCHES, TX 5,7525.8k $208.2k $208.2k 0.08% Unchanged
56 FWG Investments, LLC. 0.16% of their portfolio LEXINGTON, KY 5,5365.5k $200.4k $200.4k 0.16% New
57 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 5,5265.5k $200.0k $200.0k 0.00% Added +1.2k +1,160
58 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.01% of their portfolio BIRMINGHAM, AL 3,7023.7k $135.2k $135.2k 0.01% Added +10 +10
59 COMERICA BANK 0.00% of their portfolio DALLAS, TX 3,6433.6k $131.9k $131.9k 0.00% Unchanged
60 DHJJ Financial Advisors, Ltd. 0.05% of their portfolio NAPERVILLE, IL 3,6333.6k $131.5k $131.5k 0.05% Unchanged
61 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 3,4513.5k $124.9k $124.9k 0.00% Reduced -183 -183
62 Tanglewood Legacy Advisors, LLC 0.05% of their portfolio HOUSTON, TX 3,3003.3k $119.5k $119.5k 0.05% Unchanged
63 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 1,9582.0k $70.9k $70.9k 0.00% Unchanged
64 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 1,7741.8k $64.2k $64.2k 0.00% Unchanged
65 Integrity Financial Corp /WA 0.02% of their portfolio JACKSON, WY 737737 $26.7k $26.7k 0.02% Unchanged
66 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 732732 $26.5k $26.5k 0.00% Unchanged
67 GeoWealth Management, LLC 0.00% of their portfolio CHICAGO, IL 667667 $24.1k $24.1k 0.00% New
68 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 511511 $18.5k $18.5k 0.00% Unchanged
69 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 475475 $17.2k $17.2k 0.00% New
70 UBS Group AG 0.00% of their portfolio ZURICH, V8 392392 $14.2k $14.2k 0.00% Reduced -11.6k -11,574
71 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 295295 $10.7k $10.7k 0.00% New
72 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 250250 $9.1k $9.1k 0.00% New
73 Wood Tarver Financial Group, LLC 0.00% of their portfolio BOISE, ID 148148 $5.0k $5.0k 0.00% First filing
74 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 4141 $1.5k $1.5k 0.00% New