Vault-13

FIRST TR EXCHNG TRADED FD VI XMAR

FT VEST US EQT · ETP · CUSIP 33740F474

71 institutional holders +2 vs Q1 2026
2,673,3072.7m shares reported held*
$114.3mreported value*
11 new 11 added 26 reduced 9 sold out net bought ≈ $6.9m (+161.5k 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 ≈ $42.74.

Trends to Q2 2026

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: 72Q4 25: 70Q1 26: 69Q2 26: 7171Q3 22Q3 23Q3 24Q3 25Q2 26
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
Q4 202570
Q1 202669
Q2 202671

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q3 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 25Q3 25: 16 bought or addedQ3 25: 35 cut or sold outQ4 25: 17 bought or addedQ4 25: 44 cut or sold outQ4 25Q1 26: 19 bought or addedQ1 26: 42 cut or sold outQ2 26: 22 bought or addedQ2 26: 35 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20241938
Q4 20242349
Q1 20251948
Q2 20253036
Q3 20251635
Q4 20251744
Q1 20261942
Q2 20262235

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +158,303+158.3k
Cetera Investment Advisers Added +72,791+72.8k
Diversify Advisory Services, LLC New +23,275+23.3k
Signal Advisors Wealth, LLC New +21,414+21.4k
MML INVESTORS SERVICES, LLC Added +15,291+15.3k
LM Advisors LLC Added +14,765+14.8k
Summit Financial, LLC New +11,128+11.1k
CreativeOne Wealth, LLC Added +10,571+10.6k
Atria Investments, Inc New +10,474+10.5k
HRT FINANCIAL LP New +6,413+6.4k

Biggest sellers

JANE STREET GROUP, LLC Sold out -46,991-47.0k
Kestra Advisory Services, LLC Reduced -25,324-25.3k
Americana Partners, LLC Sold out -24,889-24.9k
CITADEL ADVISORS LLC Sold out -19,724-19.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -14,498-14.5k
OSAIC HOLDINGS, INC. Reduced -14,083-14.1k
First Heartland Consultants, Inc. Reduced -9,281-9.3k
GOLDMAN SACHS GROUP INC Sold out -8,556-8.6k
PFS Partners, LLC Reduced -7,625-7.6k
IMG Wealth Management, Inc. Reduced -5,000-5.0k

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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 299,663299.7k $12.8m $12.8m 0.01% Added +72.8k +72,791
2 PFS Partners, LLC 4.94% of their portfolio MINE HILL, NJ 285,666285.7k $12.2m $12.2m 4.94% Reduced -7.6k -7,625
3 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 250,907250.9k $10.7m $10.7m 0.01% Reduced -14.1k -14,083
4 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 212,913212.9k $9.1m $9.1m 0.01% Reduced -411 -411
5 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 212,872212.9k $9.1m $9.1m 0.00% Added +158.3k +158,303
6 Aptus Capital Advisors, LLC 0.05% of their portfolio FAIRHOPE, AL 145,685145.7k $6.2m $6.2m 0.05% Reduced -3.8k -3,797
7 Financial Guidance Group, Inc. 2.33% of their portfolio Palm Harbor, FL 145,685145.7k $6.2m $6.2m 2.33% Reduced -3.8k -3,797
8 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.56% of their portfolio BLUE BELL, PA 104,976105.0k $4.5m $4.5m 0.56% Added +186 +186
9 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 95,77795.8k $4.1m $4.1m 0.01% Reduced -25.3k -25,324
10 Foundations Investment Advisors, LLC 0.03% of their portfolio PHOENIX, AZ 72,11872.1k $3.1m $3.1m 0.03% Reduced -1.4k -1,380
11 REAP Financial Group, LLC 0.41% of their portfolio AUSTIN, TX 56,18156.2k $2.4m $2.4m 0.41% Reduced -2.8k -2,769
12 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 52,06652.1k $2.2m $2.2m 0.00% Reduced -4.3k -4,294
13 KESTRA PRIVATE WEALTH SERVICES, LLC 0.02% of their portfolio AUSTIN, TX 47,91547.9k $2.0m $2.0m 0.02% Reduced -4.2k -4,154
14 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 43,36843.4k $1.9m $1.9m 0.00% Added +15.3k +15,291
15 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 40,51340.5k $1.7m $1.7m 0.02% Reduced -4.6k -4,630
16 INSIGNEO ADVISORY SERVICES, LLC 0.06% of their portfolio MIAMI, FL 38,50538.5k $1.6m $1.6m 0.06% Unchanged
17 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 36,62636.6k $1.6m $1.6m 0.00% Added +163 +163
18 HBK Sorce Advisory LLC 0.03% of their portfolio ERIE, PA 32,42232.4k $1.4m $1.4m 0.03% Reduced -1.1k -1,141
19 World Investment Advisors 0.02% of their portfolio LINCROFT, NJ 31,78531.8k $1.4m $1.4m 0.02% Reduced -460 -460
20 CreativeOne Wealth, LLC 0.03% of their portfolio OVERLAND PARK, KS 30,18930.2k $1.3m $1.3m 0.03% Added +10.6k +10,571
21 Arkadios Wealth Advisors 0.02% of their portfolio ATLANTA, GA 29,45929.5k $1.3m $1.3m 0.02% Unchanged
22 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 27,46127.5k $1.2m $1.2m 0.01% Reduced -858 -858
23 Octavia Wealth Advisors, LLC 0.09% of their portfolio CINCINNATI, OH 23,42223.4k $1.0m $1.0m 0.09% Unchanged
24 Diversify Advisory Services, LLC 0.02% of their portfolio SANDY, UT 23,27523.3k $996.1k $996.1k 0.02% New
25 DIVERSIFY WEALTH MANAGEMENT, LLC 0.02% of their portfolio SANDY, UT 23,27523.3k $996.1k $996.1k 0.02% Reduced -705 -705
26 Signal Advisors Wealth, LLC 0.05% of their portfolio DETROIT, MI 21,41421.4k $915.1k $915.1k 0.05% New
27 Mutual Advisors, LLC 0.02% of their portfolio OMAHA, NE 21,00221.0k $897.5k $897.5k 0.02% Reduced -675 -675
28 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 17,49717.5k $747.7k $747.7k 0.00% Reduced -14.5k -14,498
29 LM Advisors LLC 0.08% of their portfolio SAN DIEGO, CA 15,38015.4k $656.0k $656.0k 0.08% Added +14.8k +14,765
30 Mariner, LLC 0.00% of their portfolio Overland Park, KS 15,00215.0k $641.1k $641.1k 0.00% Added +2.0k +2,049
31 CARY STREET PARTNERS FINANCIAL LLC 0.01% of their portfolio RICHMOND, VA 14,16914.2k $605.5k $605.5k 0.01% Reduced -1.9k -1,937
32 SILVER OAK SECURITIES, INCORPORATED 0.03% of their portfolio JACKSON, TN 12,67512.7k $541.7k $541.7k 0.03% Added +2.7k +2,657
33 QTR Family Wealth, LLC 0.17% of their portfolio LAKE MARY, FL 11,48111.5k $490.6k $490.6k 0.17% Reduced -58 -58
34 Summit Financial, LLC 0.01% of their portfolio PARSIPPANY, NJ 11,12811.1k $475.6k $475.6k 0.01% New
35 Sequent Planning LLC 0.10% of their portfolio OMAHA, NE 10,97611.0k $469.1k $469.1k 0.10% Added +4.3k +4,267
36 SageGuard Financial Group, LLC 0.06% of their portfolio GOODLETTSVILLE, TN 10,69610.7k $457.1k $457.1k 0.06% Reduced -99 -99
37 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 10,60010.6k $453.0k $453.0k 0.00% Unchanged
38 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 10,47410.5k $447.6k $447.6k 0.00% New
39 HBW ADVISORY SERVICES LLC 0.03% of their portfolio SIMI VALLEY, CA 9,0359.0k $386.1k $386.1k 0.03% Unchanged
40 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 8,9258.9k $381.4k $381.4k 0.00% Unchanged
41 First Heartland Consultants, Inc. 0.02% of their portfolio LAKE ST. LOUIS, MO 7,3777.4k $315.3k $315.3k 0.02% Reduced -9.3k -9,281
42 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 6,7446.7k $288.2k $288.2k 0.00% Unchanged
43 Regal Investment Advisors LLC 0.01% of their portfolio KENTWOOD, MI 6,7046.7k $286.5k $286.5k 0.01% Reduced -230 -230
44 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 6,4136.4k $274.0k $274.0k 0.00% New
45 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 6,4036.4k $274.0k $274.0k 0.00% Reduced -350 -350
46 INDEPENDENT FINANCIAL GROUP, LLC 0.00% of their portfolio SAN DIEGO, CA 6,1396.1k $262.4k $262.4k 0.00% Unchanged
47 Triumph Capital Management 0.05% of their portfolio DENVER, CO 6,0006.0k $256.4k $256.4k 0.05% Unchanged
48 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 5,6635.7k $242.0k $242.0k 0.00% New
49 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 5,5415.5k $236.8k $236.8k 0.00% Unchanged
50 Gallagher Fiduciary Advisors, LLC 0.01% of their portfolio ROLLING MEADOWS, IL 5,4165.4k $231.5k $231.5k 0.01% New
51 Stonebridge Financial Planning Group, LLC 0.07% of their portfolio ORLANDO, FL 5,4005.4k $230.8k $230.8k 0.07% Unchanged
52 FSB PREMIER WEALTH MANAGEMENT, INC. 0.06% of their portfolio WATERLOO, IA 5,3665.4k $229.3k $229.3k 0.06% Reduced -4 -4
53 IMG Wealth Management, Inc. 0.13% of their portfolio JACKSONVILLE, FL 5,3005.3k $226.5k $226.5k 0.13% Reduced -5.0k -5,000
54 Nvest Financial, LLC 0.07% of their portfolio PORTSMOUTH, NH 4,8254.8k $206.2k $206.2k 0.07% New
55 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 4,5894.6k $196.1k $196.1k 0.00% Reduced -408 -408
56 DHJJ Financial Advisors, Ltd. 0.05% of their portfolio NAPERVILLE, IL 3,6883.7k $157.6k $157.6k 0.05% Unchanged
57 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 3,6433.6k $155.7k $155.7k 0.00% Unchanged
58 Tanglewood Legacy Advisors, LLC 0.05% of their portfolio HOUSTON, TX 3,3003.3k $141.0k $141.0k 0.05% Unchanged
59 Benson Wealth Management INC 0.11% of their portfolio OOLTEWAH, TN, TN 2,5002.5k $106.8k $106.8k 0.11% Unchanged
60 Capital Investment Advisory Services, LLC 0.01% of their portfolio RALEIGH, NC 1,9922.0k $85.1k $85.1k 0.01% Added +1.2k +1,210
61 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 1,3811.4k $48.5k $48.5k 0.00% New
62 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 978978 $41.8k $41.8k 0.00% Unchanged
63 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 925925 $39.4k $39.4k 0.00% Unchanged
64 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 840840 $35.9k $35.9k 0.00% Unchanged
65 Integrity Financial Corp /WA 0.01% of their portfolio JACKSON, WY 712712 $30.4k $30.4k 0.01% Unchanged
66 Ashton Thomas Private Wealth, LLC 0.00% of their portfolio SCOTTSDALE, AZ 680680 $29.1k $29.1k 0.00% Unchanged
67 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 511511 $21.8k $21.8k 0.00% Unchanged
68 IFG Advisory, LLC 0.00% of their portfolio ATLANTA, GA 492492 $21.0k $21.0k 0.00% New
69 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 288288 $12.3k $12.3k 0.00% Unchanged
70 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 226226 $9.7k $9.7k 0.00% Unchanged
71 UBS Group AG 0.00% of their portfolio ZURICH, V8 9393 $4.0k $4.0k 0.00% New