Vault-13

FIRST TR EXCHNG TRADED FD VI XMAR

FT VEST US EQT · ETP · CUSIP 33740F474

75 institutional holders +1 vs Q4 2024
3,129,8433.1m shares reported held*
$115.0mreported value*
10 new 9 added 40 reduced 8 sold out net sold ≈ $5.5m (-149.2k 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 ≈ $36.74.

Trends to Q1 2025

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: 74Q1 25: 7575Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 20221
Q4 20220
Q1 202338
Q2 202358
Q3 202361
Q4 202360
Q1 202463
Q2 202471
Q3 202473
Q4 202474
Q1 202575

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 23: 53 bought or addedQ2 23: 9 cut or sold outQ3 23: 21 bought or addedQ3 23: 33 cut or sold outQ3 23Q4 23: 7 bought or addedQ4 23: 45 cut or sold outQ1 24: 28 bought or addedQ1 24: 38 cut or sold outQ1 24Q2 24: 39 bought or addedQ2 24: 26 cut or sold outQ3 24: 19 bought or addedQ3 24: 38 cut or sold outQ3 24Q4 24: 23 bought or addedQ4 24: 49 cut or sold outQ1 25: 19 bought or addedQ1 25: 48 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 2023539
Q3 20232133
Q4 2023745
Q1 20242838
Q2 20243926
Q3 20241938
Q4 20242349
Q1 20251948

Biggest buyers

JPMORGAN CHASE & CO Added +125,922+125.9k
Kestra Advisory Services, LLC Added +18,781+18.8k
OLD MISSION CAPITAL LLC New +13,123+13.1k
Virtue Capital Management, LLC New +10,327+10.3k
B. Riley Wealth Advisors, Inc. New +10,000+10.0k
Lakeridge Wealth Management LLC New +7,194+7.2k
WOLVERINE TRADING, LLC New +6,787+6.8k
JANE STREET GROUP, LLC New +6,394+6.4k
Sequent Planning LLC Added +4,827+4.8k
UBS Group AG Added +3,197+3.2k

Biggest sellers

HARBOUR INVESTMENTS, INC. Reduced -46,980-47.0k
PFS Partners, LLC Reduced -36,707-36.7k
Cambridge Investment Research Advisors, Inc. Reduced -35,244-35.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -27,799-27.8k
ENVESTNET ASSET MANAGEMENT INC Reduced -25,106-25.1k
Bison Wealth, LLC Reduced -21,699-21.7k
REAP Financial Group, LLC Reduced -19,744-19.7k
Sage Capital Advisors,llc Sold out -18,482-18.5k
Diversify Advisory Services, LLC Reduced -16,740-16.7k
CITADEL ADVISORS LLC Reduced -12,542-12.5k

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, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 394,714394.7k $14.5m $14.5m 0.03% Reduced -6.3k -6,290
2 PFS Partners, LLC 6.28% of their portfolio MINE HILL, NJ 321,093321.1k $11.8m $11.8m 6.28% Reduced -36.7k -36,707
3 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 178,504178.5k $6.6m $6.6m 0.03% Added +18.8k +18,781
4 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 174,931174.9k $6.4m $6.4m 0.00% Reduced -25.1k -25,106
5 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 174,745174.7k $6.4m $6.4m 0.01% Reduced -5.0k -4,988
6 Aptus Capital Advisors, LLC 0.07% of their portfolio FAIRHOPE, AL 160,550160.6k $5.9m $5.9m 0.07% Reduced -1.8k -1,750
7 Financial Guidance Group, Inc. 3.19% of their portfolio Palm Harbor, FL 160,550160.6k $5.9m $5.9m 3.19% Reduced -1.8k -1,750
8 REAP Financial Group, LLC 1.29% of their portfolio AUSTIN, TX 142,106142.1k $5.2m $5.2m 1.29% Reduced -19.7k -19,744
9 Bison Wealth, LLC 0.48% of their portfolio ATLANTA, GA 140,271140.3k $5.2m $5.2m 0.48% Reduced -21.7k -21,699
10 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 125,963126.0k $4.6m $4.6m 0.00% Added +125.9k +125,922
11 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 103,675103.7k $3.8m $3.8m 0.01% Reduced -7.8k -7,827
12 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.69% of their portfolio BLUE BELL, PA 98,86098.9k $3.6m $3.6m 0.69% Reduced -437 -437
13 Foundations Investment Advisors, LLC 0.06% of their portfolio PHOENIX, AZ 81,24581.2k $3.0m $3.0m 0.06% Reduced -1.6k -1,551
14 KESTRA PRIVATE WEALTH SERVICES, LLC 0.04% of their portfolio AUSTIN, TX 70,94770.9k $2.6m $2.6m 0.04% Reduced -1.4k -1,427
15 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 69,30669.3k $2.5m $2.5m 0.00% Reduced -6.4k -6,360
16 HARBOUR INVESTMENTS, INC. 0.06% of their portfolio MADISON, WI 53,08253.1k $2.0m $2.0m 0.06% Reduced -47.0k -46,980
17 CreativeOne Wealth, LLC 0.05% of their portfolio OVERLAND PARK, KS 44,95745.0k $1.7m $1.7m 0.05% Reduced -2.4k -2,350
18 INSIGNEO ADVISORY SERVICES, LLC 0.16% of their portfolio MIAMI, FL 42,55542.6k $1.6m $1.6m 0.16% Unchanged
19 Diversify Advisory Services, LLC 0.09% of their portfolio SANDY, UT 41,56641.6k $1.5m $1.5m 0.09% Reduced -16.7k -16,740
20 Arkadios Wealth Advisors 0.06% of their portfolio ATLANTA, GA 40,10040.1k $1.5m $1.5m 0.06% Added +1.4k +1,355
21 HBK Sorce Advisory LLC 0.04% of their portfolio ERIE, PA 38,64938.6k $1.4m $1.4m 0.04% Reduced -1.2k -1,196
22 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 35,71135.7k $1.3m $1.3m 0.00% Added +2.4k +2,439
23 Brookstone Capital Management 0.02% of their portfolio WHEATON, IL 32,88732.9k $1.2m $1.2m 0.02% Reduced -308 -308
24 Mutual Advisors, LLC 0.03% of their portfolio OMAHA, NE 24,70124.7k $900.7k $900.7k 0.03% Reduced -400 -400
25 Octavia Wealth Advisors, LLC 0.10% of their portfolio CINCINNATI, OH 23,42223.4k $860.6k $860.6k 0.10% Unchanged
26 SILVER OAK SECURITIES, INCORPORATED 0.06% of their portfolio JACKSON, TN 17,61517.6k $646.3k $646.3k 0.06% Reduced -1.7k -1,738
27 CARY STREET PARTNERS FINANCIAL LLC 0.02% of their portfolio RICHMOND, VA 16,15216.2k $593.5k $593.5k 0.02% Reduced -72 -72
28 First Heartland Consultants, Inc. 0.06% of their portfolio LAKE ST. LOUIS, MO 15,69815.7k $576.8k $576.8k 0.06% Reduced -203 -203
29 LM Advisors LLC 0.10% of their portfolio SAN DIEGO, CA 15,38015.4k $564.0k $564.0k 0.10% Unchanged
30 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 15,09615.1k $555.0k $555.0k 0.00% Reduced -35.2k -35,244
31 INDEPENDENT FINANCIAL GROUP, LLC 0.02% of their portfolio SAN DIEGO, CA 14,18514.2k $521.2k $521.2k 0.02% Reduced -304 -304
32 QTR Family Wealth, LLC 0.39% of their portfolio LAKE MARY, FL 13,90813.9k $511.1k $511.1k 0.39% First filing
33 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 13,12313.1k $482.2k $482.2k 0.01% New
34 HBW ADVISORY SERVICES LLC 0.06% of their portfolio SIMI VALLEY, CA 12,34712.3k $453.7k $453.7k 0.06% Unchanged
35 Mariner, LLC 0.00% of their portfolio Overland Park, KS 12,19012.2k $447.9k $447.9k 0.00% Added +710 +710
36 Signal Advisors Wealth, LLC 0.04% of their portfolio DETROIT, MI 12,08312.1k $444.0k $444.0k 0.04% Reduced -1.2k -1,166
37 Foguth Wealth Management, LLC. 0.11% of their portfolio BRIGHTON, MI 12,08312.1k $444.0k $444.0k 0.11% Reduced -383 -383
38 Sequent Planning LLC 0.15% of their portfolio OMAHA, NE 10,96911.0k $403.1k $403.1k 0.15% Added +4.8k +4,827
39 Virtue Capital Management, LLC 0.04% of their portfolio BRENTWOOD, TN 10,32710.3k $378.7k $378.7k 0.04% New
40 IMG Wealth Management, Inc. 0.34% of their portfolio JACKSONVILLE, FL 10,30010.3k $378.5k $378.5k 0.34% Unchanged
41 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 10,00010.0k $367.5k $367.5k 0.01% New
42 Bullseye Investment Management, LLC 0.22% of their portfolio CINCINNATI, OH 9,9379.9k $365.2k $365.2k 0.22% Reduced -730 -730
43 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 8,9508.9k $328.9k $328.9k 0.00% Reduced -27.8k -27,799
44 Strategic Blueprint, LLC 0.02% of their portfolio ATLANTA, GA 8,2818.3k $304.3k $304.3k 0.02% Reduced -6.5k -6,505
45 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 7,7877.8k $286.1k $286.1k 0.00% Reduced -8.3k -8,256
46 VestGen Investment Management 0.20% of their portfolio EGG HARBOR TOWNSHIP, NJ 7,2937.3k $268.0k $268.0k 0.20% Reduced -399 -399
47 Lakeridge Wealth Management LLC 0.13% of their portfolio MENTOR, OH 7,1947.2k $264.4k $264.4k 0.13% New
48 WOLVERINE TRADING, LLC 0.01% of their portfolio CHICAGO, IL 6,7876.8k $249.0k $249.0k 0.01% New
49 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 6,7656.8k $249.0k $249.0k 0.00% Reduced -1.5k -1,500
50 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 6,7446.7k $247.8k $247.8k 0.00% Unchanged
51 AIFG Consultants Ltd. 0.39% of their portfolio HALFMOON, NY 6,4486.4k $236.9k $236.9k 0.39% Reduced -953 -953
52 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 6,3946.4k $234.9k $234.9k 0.00% New
53 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 6,1906.2k $227.5k $227.5k 0.00% Reduced -12.5k -12,542
54 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 6,0676.1k $222.9k $222.9k 0.00% Reduced -2.6k -2,589
55 Triumph Capital Management 0.07% of their portfolio DENVER, CO 6,0006.0k $220.5k $220.5k 0.07% Unchanged
56 UPTICK PARTNERS, LLC 0.07% of their portfolio NACOGDOCHES, TX 5,7525.8k $211.4k $211.4k 0.07% Unchanged
57 PFG Advisors 0.01% of their portfolio Phoenix, AZ 5,7005.7k $209.4k $209.4k 0.01% Reduced -400 -400
58 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 3,9904.0k $146.6k $146.6k 0.00% Reduced -1.5k -1,536
59 DHJJ Financial Advisors, Ltd. 0.05% of their portfolio NAPERVILLE, IL 3,6883.7k $135.5k $135.5k 0.05% Added +55 +55
60 COMERICA BANK 0.00% of their portfolio DALLAS, TX 3,6433.6k $133.9k $133.9k 0.00% Unchanged
61 UBS Group AG 0.00% of their portfolio ZURICH, V8 3,5893.6k $131.9k $131.9k 0.00% Added +3.2k +3,197
62 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 3,3493.3k $123.1k $123.1k 0.00% Reduced -102 -102
63 Tanglewood Legacy Advisors, LLC 0.05% of their portfolio HOUSTON, TX 3,3003.3k $121.3k $121.3k 0.05% Unchanged
64 HOLLENCREST CAPITAL MANAGEMENT 0.00% of their portfolio NEWPORT BEACH, CA 1,6831.7k $61.8k $61.8k 0.00% New
65 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 1,5081.5k $55.4k $55.4k 0.00% Reduced -450 -450
66 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,2451.2k $46.0k $46.0k 0.00% New
67 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 950950 $34.9k $34.9k 0.00% Added +475 +475
68 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 840840 $30.0k $30.0k 0.00% New
69 TruNorth Capital Management, LLC 0.01% of their portfolio KALAMAZOO, MI 800800 $29.4k $29.4k 0.01% New
70 Integrity Financial Corp /WA 0.02% of their portfolio JACKSON, WY 737737 $27.1k $27.1k 0.02% Unchanged
71 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 732732 $26.5k $26.5k 0.00% Unchanged
72 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 511511 $18.8k $18.8k 0.00% Unchanged
73 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 295295 $10.8k $10.8k 0.00% Unchanged
74 Wood Tarver Financial Group, LLC 0.00% of their portfolio BOISE, ID 148148 $5.4k $5.4k 0.00% Unchanged
75 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Reduced -3.7k -3,702