Vault-13

FIRST TR EXCHNG TRADED FD VI XMAR

FT VEST US EQT · ETP · CUSIP 33740F474

77 institutional holders +2 vs Q1 2025
3,319,2713.3m shares reported held*
$127.1mreported value*
9 new 21 added 28 reduced 8 sold out net bought ≈ $7.2m (+189.3k 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 ≈ $38.30.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 1Q4 22: 0Q1 23: 38Q2 23: 58Q3 23: 61Q4 23: 60Q1 24: 63Q2 24: 71Q3 24: 73Q4 24: 74Q1 25: 75Q2 25: 7777Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 202577

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q3 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 24Q1 25: 19 bought or addedQ1 25: 48 cut or sold outQ2 25: 30 bought or addedQ2 25: 36 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20232133
Q4 2023745
Q1 20242838
Q2 20243926
Q3 20241938
Q4 20242349
Q1 20251948
Q2 20253036

Biggest buyers

Americana Partners, LLC New +212,842+212.8k
INVENIO WEALTH PARTNERS LLC New +72,269+72.3k
FIRST TRUST ADVISORS LP New +60,945+60.9k
OLD MISSION CAPITAL LLC Added +25,890+25.9k
Cetera Investment Advisers Added +19,662+19.7k
ENVESTNET ASSET MANAGEMENT INC Added +16,376+16.4k
COMMONWEALTH EQUITY SERVICES, LLC Added +13,834+13.8k
Kestra Advisory Services, LLC Added +10,283+10.3k
Consolidated Portfolio Review Corp New +8,464+8.5k
Regal Investment Advisors LLC New +6,905+6.9k

Biggest sellers

JPMORGAN CHASE & CO Reduced -123,352-123.4k
REAP Financial Group, LLC Reduced -48,549-48.5k
Bison Wealth, LLC Reduced -46,714-46.7k
Virtue Capital Management, LLC Sold out -10,327-10.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -8,950-8.9k
Strategic Blueprint, LLC Sold out -8,281-8.3k
WOLVERINE TRADING, LLC Sold out -6,787-6.8k
Arkadios Wealth Advisors Reduced -6,582-6.6k
AIFG Consultants Ltd. Sold out -6,448-6.4k
Signal Advisors Wealth, LLC Reduced -6,436-6.4k

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, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 414,376414.4k $15.9m $15.9m 0.03% Added +19.7k +19,662
2 PFS Partners, LLC 6.17% of their portfolio MINE HILL, NJ 319,883319.9k $12.2m $12.2m 6.17% Reduced -1.2k -1,210
3 Americana Partners, LLC 0.28% of their portfolio Houston, TX 212,842212.8k $8.2m $8.2m 0.28% New
4 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 191,307191.3k $7.3m $7.3m 0.00% Added +16.4k +16,376
5 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 188,787188.8k $7.2m $7.2m 0.04% Added +10.3k +10,283
6 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 188,579188.6k $7.2m $7.2m 0.01% Added +13.8k +13,834
7 Aptus Capital Advisors, LLC 0.06% of their portfolio FAIRHOPE, AL 158,247158.2k $6.1m $6.1m 0.06% Reduced -2.3k -2,303
8 Financial Guidance Group, Inc. 2.94% of their portfolio Palm Harbor, FL 158,247158.2k $6.1m $6.1m 2.94% Reduced -2.3k -2,303
9 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 104,994105.0k $4.0m $4.0m 0.01% Added +1.3k +1,319
10 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.63% of their portfolio BLUE BELL, PA 98,75298.8k $3.8m $3.8m 0.63% Reduced -108 -108
11 Bison Wealth, LLC 0.28% of their portfolio ATLANTA, GA 93,55793.6k $3.6m $3.6m 0.28% Reduced -46.7k -46,714
12 REAP Financial Group, LLC 0.84% of their portfolio AUSTIN, TX 93,55793.6k $3.6m $3.6m 0.84% Reduced -48.5k -48,549
13 Foundations Investment Advisors, LLC 0.05% of their portfolio PHOENIX, AZ 79,35979.4k $3.0m $3.0m 0.05% Reduced -1.9k -1,886
14 INVENIO WEALTH PARTNERS LLC 1.10% of their portfolio CORAL GABLES, FL 72,26972.3k $2.8m $2.8m 1.10% New
15 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 68,98669.0k $2.6m $2.6m 0.00% Reduced -320 -320
16 KESTRA PRIVATE WEALTH SERVICES, LLC 0.04% of their portfolio AUSTIN, TX 66,87966.9k $2.6m $2.6m 0.04% Reduced -4.1k -4,068
17 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 60,94560.9k $2.3m $2.3m 0.00% New
18 HARBOUR INVESTMENTS, INC. 0.06% of their portfolio MADISON, WI 57,74357.7k $2.2m $2.2m 0.06% Added +4.7k +4,661
19 CreativeOne Wealth, LLC 0.05% of their portfolio OVERLAND PARK, KS 50,41850.4k $1.9m $1.9m 0.05% Added +5.5k +5,461
20 INSIGNEO ADVISORY SERVICES, LLC 0.14% of their portfolio MIAMI, FL 42,55542.6k $1.6m $1.6m 0.14% Unchanged
21 Diversify Advisory Services, LLC 0.06% of their portfolio SANDY, UT 41,62841.6k $1.6m $1.6m 0.06% Added +62 +62
22 OLD MISSION CAPITAL LLC 0.04% of their portfolio CHICAGO, IL 39,01339.0k $1.5m $1.5m 0.04% Added +25.9k +25,890
23 HBK Sorce Advisory LLC 0.04% of their portfolio ERIE, PA 38,64938.6k $1.5m $1.5m 0.04% Unchanged
24 Brookstone Capital Management 0.02% of their portfolio WHEATON, IL 34,19334.2k $1.3m $1.3m 0.02% Added +1.3k +1,306
25 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 33,78633.8k $1.3m $1.3m 0.00% Reduced -1.9k -1,925
26 Arkadios Wealth Advisors 0.04% of their portfolio ATLANTA, GA 33,51833.5k $1.3m $1.3m 0.04% Reduced -6.6k -6,582
27 Mutual Advisors, LLC 0.02% of their portfolio OMAHA, NE 24,60124.6k $950.1k $950.1k 0.02% Reduced -100 -100
28 Octavia Wealth Advisors, LLC 0.10% of their portfolio CINCINNATI, OH 23,42223.4k $896.9k $896.9k 0.10% Unchanged
29 First Heartland Consultants, Inc. 0.08% of their portfolio LAKE ST. LOUIS, MO 22,41622.4k $858.4k $858.4k 0.08% Added +6.7k +6,718
30 SILVER OAK SECURITIES, INCORPORATED 0.06% of their portfolio JACKSON, TN 18,62518.6k $713.2k $713.2k 0.06% Added +1.0k +1,010
31 CARY STREET PARTNERS FINANCIAL LLC 0.02% of their portfolio RICHMOND, VA 16,10816.1k $616.8k $616.8k 0.02% Reduced -44 -44
32 LM Advisors LLC 0.08% of their portfolio SAN DIEGO, CA 15,38015.4k $588.0k $588.0k 0.08% Unchanged
33 Mariner, LLC 0.00% of their portfolio Overland Park, KS 14,95815.0k $572.8k $572.8k 0.00% Added +2.8k +2,768
34 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 14,15814.2k $542.2k $542.2k 0.01% Reduced -27 -27
35 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 13,84113.8k $530.0k $530.0k 0.00% Reduced -1.3k -1,255
36 QTR Family Wealth, LLC 0.32% of their portfolio LAKE MARY, FL 13,51713.5k $517.6k $517.6k 0.32% Reduced -391 -391
37 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 10,73010.7k $410.9k $410.9k 0.00% Added +2.9k +2,943
38 Sequent Planning LLC 0.13% of their portfolio OMAHA, NE 10,69610.7k $409.6k $409.6k 0.13% Reduced -273 -273
39 IMG Wealth Management, Inc. 0.31% of their portfolio JACKSONVILLE, FL 10,30010.3k $394.4k $394.4k 0.31% Unchanged
40 B. Riley Wealth Advisors, Inc. 0.02% of their portfolio MEMPHIS, TN 10,00010.0k $382.9k $382.9k 0.02% Unchanged
41 Bullseye Investment Management, LLC 0.22% of their portfolio CINCINNATI, OH 9,9379.9k $365.2k $365.2k 0.22% Unchanged
42 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 9,6009.6k $368.0k $368.0k 0.00% Added +2.8k +2,835
43 HBW ADVISORY SERVICES LLC 0.04% of their portfolio SIMI VALLEY, CA 9,0359.0k $346.0k $346.0k 0.04% Reduced -3.3k -3,312
44 Consolidated Portfolio Review Corp 0.04% of their portfolio WOODBURY, NY 8,4648.5k $324.1k $324.1k 0.04% New
45 VestGen Investment Management 0.23% of their portfolio EGG HARBOR TOWNSHIP, NJ 8,2588.3k $316.2k $316.2k 0.23% Added +965 +965
46 Lakeridge Wealth Management LLC 0.13% of their portfolio MENTOR, OH 7,1947.2k $275.5k $275.5k 0.13% Unchanged
47 Regal Investment Advisors LLC 0.02% of their portfolio KENTWOOD, MI 6,9056.9k $264.4k $264.4k 0.02% New
48 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 6,7446.7k $258.3k $258.3k 0.00% Unchanged
49 UPTICK PARTNERS, LLC 0.07% of their portfolio NACOGDOCHES, TX 6,7016.7k $256.6k $256.6k 0.07% Added +949 +949
50 Millington Financial Advisors, LLC 0.12% of their portfolio NAPERVILLE, IL 6,1316.1k $236.5k $236.5k 0.12% New
51 PFG Advisors 0.01% of their portfolio Phoenix, AZ 6,1306.1k $234.7k $234.7k 0.01% Added +430 +430
52 Triumph Capital Management 0.07% of their portfolio DENVER, CO 6,0006.0k $229.8k $229.8k 0.07% Unchanged
53 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 5,9606.0k $228.2k $228.2k 0.00% Reduced -107 -107
54 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 5,7655.8k $220.8k $220.8k 0.00% Added +1.8k +1,775
55 Signal Advisors Wealth, LLC 0.02% of their portfolio DETROIT, MI 5,6475.6k $216.2k $216.2k 0.02% Reduced -6.4k -6,436
56 Foguth Wealth Management, LLC. 0.05% of their portfolio BRIGHTON, MI 5,6475.6k $216.2k $216.2k 0.05% Reduced -6.4k -6,436
57 Stonebridge Financial Planning Group, LLC 0.09% of their portfolio ORLANDO, FL 5,4005.4k $206.8k $206.8k 0.09% New
58 FSB PREMIER WEALTH MANAGEMENT, INC. 0.07% of their portfolio WATERLOO, IA 5,3195.3k $203.7k $203.7k 0.07% New
59 Key Client Fiduciary Advisors, LLC 0.08% of their portfolio Fairfield, NJ 5,2535.3k $201.2k $201.2k 0.08% New
60 DHJJ Financial Advisors, Ltd. 0.05% of their portfolio NAPERVILLE, IL 3,9594.0k $151.6k $151.6k 0.05% Added +271 +271
61 COMERICA BANK 0.00% of their portfolio DALLAS, TX 3,6433.6k $139.5k $139.5k 0.00% Unchanged
62 Tanglewood Legacy Advisors, LLC 0.05% of their portfolio HOUSTON, TX 3,3003.3k $126.4k $126.4k 0.05% Unchanged
63 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 3,1783.2k $122.0k $122.0k 0.00% Added +1.9k +1,933
64 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 3,0213.0k $115.7k $115.7k 0.00% Reduced -328 -328
65 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 2,6112.6k $100.0k $100.0k 0.00% Reduced -123.4k -123,352
66 UBS Group AG 0.00% of their portfolio ZURICH, V8 2,5152.5k $96.3k $96.3k 0.00% Reduced -1.1k -1,074
67 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 978978 $37.5k $37.5k 0.00% Reduced -530 -530
68 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 840840 $32.0k $32.0k 0.00% Unchanged
69 TruNorth Capital Management, LLC 0.01% of their portfolio KALAMAZOO, MI 800800 $30.6k $30.6k 0.01% Unchanged
70 Integrity Financial Corp /WA 0.01% of their portfolio JACKSON, WY 737737 $28.2k $28.2k 0.01% Unchanged
71 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 511511 $19.6k $19.6k 0.00% Unchanged
72 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 475475 $18.2k $18.2k 0.00% Reduced -475 -475
73 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 292292 $11.2k $11.2k 0.00% Reduced -3 -3
74 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 232232 $8.9k $8.9k 0.00% Reduced -500 -500
75 Wood Tarver Financial Group, LLC 0.00% of their portfolio BOISE, ID 148148 $5.0k $5.0k 0.00% Unchanged
76 EVOLUTION WEALTH MANAGEMENT INC. 0.01% of their portfolio FORT MYERS, FL 120120 $4.6k $4.6k 0.01% First filing
77 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged