Vault-13

FIRST TR EXCHNG TRADED FD VI XMAR

FT VEST US EQT · ETP · CUSIP 33740F474

72 institutional holders -5 vs Q2 2025
3,277,0663.3m shares reported held*
$128.5mreported value*
2 new 14 added 31 reduced 4 sold out net sold ≈ $1.2m (-30.6k 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 ≈ $39.21.

Trends to Q3 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: 77Q3 25: 7272Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 202572

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q4 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 25Q2 25: 30 bought or addedQ2 25: 36 cut or sold outQ3 25: 16 bought or addedQ3 25: 35 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 2023745
Q1 20242838
Q2 20243926
Q3 20241938
Q4 20242349
Q1 20251948
Q2 20253036
Q3 20251635

Biggest buyers

OSAIC HOLDINGS, INC. Added +157,164+157.2k
ENVESTNET ASSET MANAGEMENT INC Added +18,855+18.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +7,663+7.7k
Cetera Investment Advisers Added +5,755+5.8k
LPL Financial LLC Added +5,354+5.4k
VestGen Investment Management Added +3,384+3.4k
MML INVESTORS SERVICES, LLC Added +1,521+1.5k
Octavia Wealth Advisors, LLC Added +1,400+1.4k
Americana Partners, LLC Added +1,339+1.3k
Advisory Services Network, LLC New +1,175+1.2k

Biggest sellers

Bison Wealth, LLC Sold out -93,557-93.6k
Kestra Advisory Services, LLC Reduced -31,956-32.0k
OLD MISSION CAPITAL LLC Reduced -23,580-23.6k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -11,209-11.2k
INDEPENDENT FINANCIAL GROUP, LLC Reduced -8,019-8.0k
Diversify Advisory Services, LLC Reduced -8,001-8.0k
HARBOUR INVESTMENTS, INC. Reduced -7,994-8.0k
Millington Financial Advisors, LLC Sold out -6,131-6.1k
Atria Investments, Inc Reduced -5,430-5.4k
Key Client Fiduciary Advisors, LLC Sold out -5,253-5.3k

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, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 420,131420.1k $16.5m $16.5m 0.02% Added +5.8k +5,755
2 PFS Partners, LLC 5.93% of their portfolio MINE HILL, NJ 317,614317.6k $12.5m $12.5m 5.93% Reduced -2.3k -2,269
3 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 262,158262.2k $10.3m $10.3m 0.01% Added +157.2k +157,164
4 Americana Partners, LLC 0.25% of their portfolio Houston, TX 214,181214.2k $8.4m $8.4m 0.25% Added +1.3k +1,339
5 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 210,162210.2k $8.2m $8.2m 0.00% Added +18.9k +18,855
6 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 177,370177.4k $7.0m $7.0m 0.01% Reduced -11.2k -11,209
7 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 156,831156.8k $6.2m $6.2m 0.03% Reduced -32.0k -31,956
8 Aptus Capital Advisors, LLC 0.06% of their portfolio FAIRHOPE, AL 155,113155.1k $6.1m $6.1m 0.06% Reduced -3.1k -3,134
9 Financial Guidance Group, Inc. 2.73% of their portfolio Palm Harbor, FL 155,113155.1k $6.1m $6.1m 2.73% Reduced -3.1k -3,134
10 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.58% of their portfolio BLUE BELL, PA 97,25897.3k $3.8m $3.8m 0.58% Reduced -1.5k -1,494
11 REAP Financial Group, LLC 0.79% of their portfolio AUSTIN, TX 92,12592.1k $3.6m $3.6m 0.79% Reduced -1.4k -1,432
12 Foundations Investment Advisors, LLC 0.04% of their portfolio PHOENIX, AZ 76,56676.6k $3.0m $3.0m 0.04% Reduced -2.8k -2,793
13 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 74,34074.3k $2.9m $2.9m 0.00% Added +5.4k +5,354
14 INVENIO WEALTH PARTNERS LLC 0.96% of their portfolio CORAL GABLES, FL 67,18667.2k $2.6m $2.6m 0.96% Reduced -5.1k -5,083
15 KESTRA PRIVATE WEALTH SERVICES, LLC 0.03% of their portfolio AUSTIN, TX 66,91666.9k $2.6m $2.6m 0.03% Added +37 +37
16 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 62,09162.1k $2.4m $2.4m 0.00% Added +1.1k +1,146
17 HARBOUR INVESTMENTS, INC. 0.04% of their portfolio MADISON, WI 49,74949.7k $2.0m $2.0m 0.04% Reduced -8.0k -7,994
18 CreativeOne Wealth, LLC 0.05% of their portfolio OVERLAND PARK, KS 48,58348.6k $1.9m $1.9m 0.05% Reduced -1.8k -1,835
19 INSIGNEO ADVISORY SERVICES, LLC 0.12% of their portfolio MIAMI, FL 42,15542.2k $1.7m $1.7m 0.12% Reduced -400 -400
20 HBK Sorce Advisory LLC 0.04% of their portfolio ERIE, PA 35,75135.8k $1.4m $1.4m 0.04% Reduced -2.9k -2,898
21 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 35,30735.3k $1.4m $1.4m 0.00% Added +1.5k +1,521
22 Diversify Advisory Services, LLC 0.04% of their portfolio SANDY, UT 33,62733.6k $1.3m $1.3m 0.04% Reduced -8.0k -8,001
23 Arkadios Wealth Advisors 0.03% of their portfolio ATLANTA, GA 33,51733.5k $1.3m $1.3m 0.03% Reduced -1 -1
24 Brookstone Capital Management 0.02% of their portfolio WHEATON, IL 33,01933.0k $1.3m $1.3m 0.02% Reduced -1.2k -1,174
25 Octavia Wealth Advisors, LLC 0.10% of their portfolio CINCINNATI, OH 24,82224.8k $973.6k $973.6k 0.10% Added +1.4k +1,400
26 Mutual Advisors, LLC 0.02% of their portfolio OMAHA, NE 24,20124.2k $952.7k $952.7k 0.02% Reduced -400 -400
27 First Heartland Consultants, Inc. 0.07% of their portfolio LAKE ST. LOUIS, MO 20,63020.6k $809.2k $809.2k 0.07% Reduced -1.8k -1,786
28 SILVER OAK SECURITIES, INCORPORATED 0.06% of their portfolio JACKSON, TN 18,89118.9k $741.0k $741.0k 0.06% Added +266 +266
29 CARY STREET PARTNERS FINANCIAL LLC 0.02% of their portfolio RICHMOND, VA 16,10816.1k $631.8k $631.8k 0.02% Unchanged
30 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 15,43315.4k $605.3k $605.3k 0.02% Reduced -23.6k -23,580
31 LM Advisors LLC 0.09% of their portfolio SAN DIEGO, CA 15,38015.4k $603.0k $603.0k 0.09% Unchanged
32 Mariner, LLC 0.00% of their portfolio Overland Park, KS 14,97415.0k $587.3k $587.3k 0.00% Added +16 +16
33 QTR Family Wealth, LLC 0.25% of their portfolio LAKE MARY, FL 13,33913.3k $523.2k $523.2k 0.25% Reduced -178 -178
34 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 13,07013.1k $513.0k $513.0k 0.00% Reduced -771 -771
35 VestGen Investment Management 0.27% of their portfolio EGG HARBOR TOWNSHIP, NJ 11,64211.6k $456.6k $456.6k 0.27% Added +3.4k +3,384
36 Sequent Planning LLC 0.11% of their portfolio OMAHA, NE 10,31210.3k $404.5k $404.5k 0.11% Reduced -384 -384
37 IMG Wealth Management, Inc. 0.27% of their portfolio JACKSONVILLE, FL 10,30010.3k $404.0k $404.0k 0.27% Unchanged
38 B. Riley Wealth Advisors, Inc. 0.02% of their portfolio MEMPHIS, TN 10,00010.0k $392.2k $392.2k 0.02% Unchanged
39 Bullseye Investment Management, LLC 0.22% of their portfolio CINCINNATI, OH 9,9379.9k $365.2k $365.2k 0.22% Unchanged
40 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 9,6009.6k $377.0k $377.0k 0.00% Unchanged
41 Consolidated Portfolio Review Corp 0.05% of their portfolio WOODBURY, NY 9,6009.6k $376.5k $376.5k 0.05% Added +1.1k +1,136
42 HBW ADVISORY SERVICES LLC 0.04% of their portfolio SIMI VALLEY, CA 9,0359.0k $354.4k $354.4k 0.04% Unchanged
43 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 7,6637.7k $300.6k $300.6k 0.00% New
44 Lakeridge Wealth Management LLC 0.13% of their portfolio MENTOR, OH 7,1947.2k $282.2k $282.2k 0.13% Unchanged
45 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 6,7446.7k $264.5k $264.5k 0.00% Unchanged
46 UPTICK PARTNERS, LLC 0.07% of their portfolio NACOGDOCHES, TX 6,7016.7k $262.8k $262.8k 0.07% Unchanged
47 Regal Investment Advisors LLC 0.02% of their portfolio KENTWOOD, MI 6,6196.6k $259.6k $259.6k 0.02% Reduced -286 -286
48 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 6,1396.1k $240.8k $240.8k 0.01% Reduced -8.0k -8,019
49 PFG Advisors 0.01% of their portfolio Phoenix, AZ 6,1306.1k $240.4k $240.4k 0.01% Unchanged
50 Triumph Capital Management 0.06% of their portfolio DENVER, CO 6,0006.0k $235.3k $235.3k 0.06% Unchanged
51 Signal Advisors Wealth, LLC 0.02% of their portfolio DETROIT, MI 5,8795.9k $230.6k $230.6k 0.02% Added +232 +232
52 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 5,6095.6k $220.0k $220.0k 0.00% Reduced -156 -156
53 Stonebridge Financial Planning Group, LLC 0.08% of their portfolio ORLANDO, FL 5,4005.4k $211.8k $211.8k 0.08% Unchanged
54 FSB PREMIER WEALTH MANAGEMENT, INC. 0.07% of their portfolio WATERLOO, IA 5,3155.3k $208.5k $208.5k 0.07% Reduced -4 -4
55 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 5,3005.3k $207.9k $207.9k 0.00% Reduced -5.4k -5,430
56 DHJJ Financial Advisors, Ltd. 0.05% of their portfolio NAPERVILLE, IL 3,9594.0k $155.3k $155.3k 0.05% Unchanged
57 COMERICA BANK 0.00% of their portfolio DALLAS, TX 3,6433.6k $142.9k $142.9k 0.00% Unchanged
58 Tanglewood Legacy Advisors, LLC 0.05% of their portfolio HOUSTON, TX 3,3003.3k $129.4k $129.4k 0.05% Unchanged
59 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 2,9733.0k $116.6k $116.6k 0.00% Reduced -48 -48
60 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,5891.6k $62.0k $62.0k 0.00% Reduced -1.6k -1,589
61 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 1,1751.2k $46.1k $46.1k 0.00% New
62 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 978978 $38.4k $38.4k 0.00% Unchanged
63 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 840840 $32.9k $32.9k 0.00% Unchanged
64 TruNorth Capital Management, LLC 0.01% of their portfolio KALAMAZOO, MI 800800 $31.4k $31.4k 0.01% Unchanged
65 Integrity Financial Corp /WA 0.01% of their portfolio JACKSON, WY 737737 $28.9k $28.9k 0.01% Unchanged
66 UBS Group AG 0.00% of their portfolio ZURICH, V8 612612 $24.0k $24.0k 0.00% Reduced -1.9k -1,903
67 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 511511 $20.0k $20.0k 0.00% Unchanged
68 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 475475 $18.6k $18.6k 0.00% Unchanged
69 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 292292 $11.5k $11.5k 0.00% Unchanged
70 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 232232 $9.1k $9.1k 0.00% Unchanged
71 EVOLUTION WEALTH MANAGEMENT INC. 0.00% of their portfolio FORT MYERS, FL 120120 $4.7k $4.7k 0.00% Unchanged
72 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 00 $68 $68 0.00% Reduced -2.6k -2,611