Vault-13

FIRST TR EXCHNG TRADED FD VI GJAN

FT VEST US EQT · ETP · CUSIP 33740F516

108 institutional holders +5 vs Q3 2025
4,305,1314.3m shares reported held*
$184.2mreported value*
9 new 13 added 49 reduced 7 sold out net sold ≈ $33.6m (-785.7k 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 ≈ $42.78.

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q1 23: 43Q2 23: 42Q3 23: 39Q4 23: 48Q1 24: 82Q2 24: 83Q3 24: 85Q4 24: 88Q1 25: 105Q2 25: 107Q3 25: 103Q4 25: 108108Q1 23Q4 23Q3 24Q2 25Q4 25
Numbers
QuarterHolders
Q1 202343
Q2 202342
Q3 202339
Q4 202348
Q1 202482
Q2 202483
Q3 202485
Q4 202488
Q1 2025105
Q2 2025107
Q3 2025103
Q4 2025108

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 24: 69 bought or addedQ1 24: 11 cut or sold outQ2 24: 24 bought or addedQ2 24: 42 cut or sold outQ2 24Q3 24: 24 bought or addedQ3 24: 41 cut or sold outQ4 24: 18 bought or addedQ4 24: 54 cut or sold outQ4 24Q1 25: 72 bought or addedQ1 25: 27 cut or sold outQ2 25: 35 bought or addedQ2 25: 42 cut or sold outQ2 25Q3 25: 20 bought or addedQ3 25: 59 cut or sold outQ4 25: 22 bought or addedQ4 25: 56 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20246911
Q2 20242442
Q3 20242441
Q4 20241854
Q1 20257227
Q2 20253542
Q3 20252059
Q4 20252256

Biggest buyers

Triumph Capital Management Added +10,319+10.3k
Cambridge Investment Research Advisors, Inc. Added +8,052+8.1k
CITADEL ADVISORS LLC New +5,603+5.6k
Kestra Advisory Services, LLC Added +5,446+5.4k
Arkadios Wealth Advisors New +5,413+5.4k
JPMORGAN CHASE & CO New +4,679+4.7k
FOUNDERS FINANCIAL SECURITIES LLC Added +3,262+3.3k
CoreCap Advisors, LLC Added +3,143+3.1k
McKinley Carter Wealth Services, Inc. Added +2,945+2.9k
Pinnacle Wealth Planning Services, Inc. New +2,025+2.0k

Biggest sellers

RAYMOND JAMES FINANCIAL INC Reduced -139,703-139.7k
Janney Montgomery Scott LLC Reduced -128,058-128.1k
Corus Family Wealth Advisors Sold out -94,395-94.4k
LM Advisors LLC Reduced -59,329-59.3k
LifeWealth Investments, LLC Reduced -44,569-44.6k
OSAIC HOLDINGS, INC. Reduced -41,999-42.0k
REAP Financial Group, LLC Reduced -34,025-34.0k
Anfield Capital Management, LLC Reduced -30,994-31.0k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -28,369-28.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -27,661-27.7k

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 +1.7 pts · filed 2026-10-19 21.1% +1.7 pts 2.0m≈ $91.1m 2026-10-19

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 REAP Financial Group, LLC 4.19% of their portfolio AUSTIN, TX 481,783481.8k $20.6m $20.6m 4.19% Reduced -34.0k -34,025
2 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 392,179392.2k $16.8m $16.8m 0.01% Reduced -139.7k -139,703
3 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 340,012340.0k $14.5m $14.5m 0.02% Reduced -42.0k -41,999
4 Range Financial Group LLC 4.59% of their portfolio TIGARD, OR 310,256310.3k $13.3m $13.3m 4.59% Reduced -23.1k -23,073
5 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 228,997229.0k $9.8m $9.8m 0.01% Reduced -4.8k -4,850
6 First International Bank of Israel Ltd. 4.19% of their portfolio TEL AVIV, L3 205,000205.0k $8.8m $8.8m 4.19% Unchanged
7 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 149,566149.6k $6.4m $6.4m 0.00% Reduced -4.0k -3,989
8 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 137,855137.9k $5.9m $5.9m 0.01% Reduced -128.1k -128,058
9 Schulz Wealth, LTD. 3.54% of their portfolio MANSFIELD, TX 129,031129.0k $5.5m $5.5m 3.54% Reduced -5.6k -5,552
10 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 113,465113.5k $4.9m $4.9m 0.01% Reduced -28.4k -28,369
11 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 109,839109.8k $4.7m $4.7m 0.01% Added +1.4k +1,399
12 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 108,809108.8k $4.7m $4.7m 0.01% Added +8.1k +8,052
13 Commonwealth Financial Services, LLC 0.74% of their portfolio VIENNA, WV 105,145105.1k $4.5m $4.5m 0.74% Reduced -1.6k -1,638
14 Sigma Planning Corp 0.12% of their portfolio ANN ARBOR, MI 98,25498.3k $4.2m $4.2m 0.12% Reduced -5.9k -5,938
15 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 92,79692.8k $4.0m $4.0m 0.00% Reduced -8.6k -8,575
16 Tanglewood Legacy Advisors, LLC 1.13% of their portfolio HOUSTON, TX 70,45370.5k $3.0m $3.0m 1.13% Unchanged
17 Anfield Capital Management, LLC 0.93% of their portfolio IRVINE, CA 69,24869.2k $3.0m $3.0m 0.93% Reduced -31.0k -30,994
18 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 66,62866.6k $2.9m $2.9m 0.01% Added +5.4k +5,446
19 HBW ADVISORY SERVICES LLC 0.29% of their portfolio SIMI VALLEY, CA 62,20462.2k $2.7m $2.7m 0.29% Reduced -2.8k -2,754
20 Midwest Financial Network, LLC 2.00% of their portfolio TINLEY PARK, IL 60,59460.6k $2.6m $2.6m 2.00% Reduced -18.8k -18,839
21 Mariner, LLC 0.00% of their portfolio Overland Park, KS 38,07838.1k $1.6m $1.6m 0.00% Reduced -3.1k -3,072
22 CORRADO ADVISORS, LLC 0.80% of their portfolio RAMSEY, NJ 37,20737.2k $1.6m $1.6m 0.80% Reduced -703 -703
23 LifeWealth Investments, LLC 0.48% of their portfolio WINTER GARDEN, FL 35,29535.3k $1.5m $1.5m 0.48% Reduced -44.6k -44,569
24 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 32,80832.8k $1.4m $1.4m 0.00% Added +1.1k +1,148
25 Wood Tarver Financial Group, LLC 0.39% of their portfolio BOISE, ID 32,23432.2k $1.4m $1.4m 0.39% Added +223 +223
26 FOUNDERS FINANCIAL SECURITIES LLC 0.08% of their portfolio TOWSON, MD 31,85931.9k $1.4m $1.4m 0.08% Added +3.3k +3,262
27 Sunbelt Securities, Inc. 0.09% of their portfolio HOUSTON, TX 30,93330.9k $1.3m $1.3m 0.09% Unchanged
28 NorthCrest Asset Manangement, LLC 0.03% of their portfolio PLYMOUTH, MN 29,11929.1k $1.2m $1.2m 0.03% Reduced -596 -596
29 Triumph Capital Management 0.26% of their portfolio DENVER, CO 28,07628.1k $1.2m $1.2m 0.26% Added +10.3k +10,319
30 Ignite Planners, LLC 0.18% of their portfolio SAN CLEMENTE, CA 27,49027.5k $1.2m $1.2m 0.18% Added +506 +506
31 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 26,73226.7k $1.1m $1.1m 0.01% Unchanged
32 Pinnacle Financial Partners, Inc. 0.01% of their portfolio ATLANTA, GA 26,49926.5k $1.1m $1.1m 0.01% First filing
33 Hopwood Nicholas Hunter 0.36% of their portfolio PLYMOUTH, MI 25,73325.7k $1.1m $1.1m 0.36% First filing
34 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 25,19825.2k $1.1m $1.1m 0.01% Reduced -700 -700
35 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 24,04124.0k $1.0m $1.0m 0.00% Reduced -500 -500
36 Mutual Advisors, LLC 0.02% of their portfolio OMAHA, NE 21,96122.0k $939.7k $939.7k 0.02% Reduced -280 -280
37 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 21,00521.0k $898.8k $898.8k 0.00% Added +500 +500
38 CreativeOne Wealth, LLC 0.02% of their portfolio OVERLAND PARK, KS 20,87920.9k $893.4k $893.4k 0.02% Unchanged
39 Signal Advisors Wealth, LLC 0.07% of their portfolio DETROIT, MI 19,61619.6k $839.4k $839.4k 0.07% Reduced -434 -434
40 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 18,14318.1k $776.3k $776.3k 0.00% Reduced -27.7k -27,661
41 MILESTONE ASSET MANAGEMENT, LLC 0.14% of their portfolio PITTSBURGH, PA 17,87417.9k $764.8k $764.8k 0.14% Reduced -5.3k -5,276
42 OLD MISSION CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 17,53617.5k $750.4k $750.4k 0.03% Reduced -16.3k -16,271
43 IMC-Chicago, LLC 0.01% of their portfolio CHICAGO, IL 16,31216.3k $698.0k $698.0k 0.01% Added +142 +142
44 Keating Financial Advisory Services, Inc. 0.08% of their portfolio MANHATTAN, KS 14,28614.3k $611.3k $611.3k 0.08% First filing
45 Catalina Capital Group, LLC 0.34% of their portfolio Torrance, CA 13,11513.1k $561.2k $561.2k 0.34% Unchanged
46 Modern Wealth Management, LLC 0.01% of their portfolio KANSAS CITY, MO 12,78512.8k $547.1k $547.1k 0.01% Unchanged
47 Capital Analysts, LLC 0.01% of their portfolio FORT WASHINGTON, PA 11,84811.8k $507.0k $507.0k 0.01% Reduced -367 -367
48 Signature Equity Partners, LLC 0.27% of their portfolio COLUMBUS, OH 11,40111.4k $487.8k $487.8k 0.27% First filing
49 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 11,26011.3k $481.8k $481.8k 0.01% Reduced -4.0k -4,050
50 CoreCap Advisors, LLC 0.02% of their portfolio SOUTHFIELD, MI 11,23911.2k $480.9k $480.9k 0.02% Added +3.1k +3,143
51 Stratos Wealth Advisors, LLC 0.02% of their portfolio BEACHWOOD, OH 11,14411.1k $476.9k $476.9k 0.02% Reduced -2.4k -2,425
52 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 10,76910.8k $460.8k $460.8k 0.00% Reduced -2.2k -2,163
53 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 10,59310.6k $456.1k $456.1k 0.00% Unchanged
54 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.02% of their portfolio CEDAR RAPIDS, IA 10,54010.5k $451.0k $451.0k 0.02% Unchanged
55 Noble Wealth Management PBC 0.22% of their portfolio GREENWOOD VILLAGE, CO 10,00910.0k $428.3k $428.3k 0.22% Reduced -3.8k -3,811
56 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 9,9449.9k $425.5k $425.5k 0.00% Reduced -6.3k -6,259
57 FSB PREMIER WEALTH MANAGEMENT, INC. 0.12% of their portfolio WATERLOO, IA 8,8148.8k $377.2k $377.2k 0.12% Reduced -35 -35
58 Sequent Planning LLC 0.10% of their portfolio OMAHA, NE 8,7918.8k $376.2k $376.2k 0.10% Reduced -3.2k -3,202
59 Grantvest Financial Group LLC 0.24% of their portfolio MATAWAN, NJ 8,7388.7k $373.9k $373.9k 0.24% Reduced -1.4k -1,355
60 Harvest Investment Services, LLC 0.07% of their portfolio Oakbrook Terrace, IL 8,6168.6k $368.7k $368.7k 0.07% Unchanged
61 Synergy Asset Management, LLC 0.04% of their portfolio VANCOUVER, WA 8,2918.3k $354.8k $354.8k 0.04% Reduced -14.5k -14,492
62 McKinley Carter Wealth Services, Inc. 0.02% of their portfolio WHEELING, WV 8,2808.3k $354.3k $354.3k 0.02% Added +2.9k +2,945
63 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.01% of their portfolio LOS ANGELES, CA 8,2458.2k $352.8k $352.8k 0.01% Unchanged
64 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 7,9377.9k $339.6k $339.6k 0.00% Reduced -140 -140
65 CWM, LLC 0.00% of their portfolio OMAHA, NE 7,7957.8k $334.0k $334.0k 0.00% Reduced -5 -5
66 Gallagher Fiduciary Advisors, LLC 0.01% of their portfolio ROLLING MEADOWS, IL 7,5687.6k $323.8k $323.8k 0.01% Unchanged
67 Integrity Financial Corp /WA 0.16% of their portfolio JACKSON, WY 7,4317.4k $318.0k $318.0k 0.16% Reduced -322 -322
68 BCGM Wealth Management, LLC 0.08% of their portfolio LAFAYETTE, IN 7,1077.1k $304.1k $304.1k 0.08% Unchanged
69 Jaffetilchin Investment Partners, LLC 0.02% of their portfolio TAMPA, FL 7,0607.1k $302.1k $302.1k 0.02% Unchanged
70 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 7,0007.0k $299.5k $299.5k 0.00% Unchanged
71 Global Retirement Partners, LLC 0.01% of their portfolio San Rafael, CA 6,7506.8k $288.8k $288.8k 0.01% Unchanged
72 Avidian Wealth Enterprises, LLC 0.01% of their portfolio Houston, TX 6,3986.4k $273.8k $273.8k 0.01% Unchanged
73 LVZ, Inc. 0.03% of their portfolio Holland, MI 6,0466.0k $258.7k $258.7k 0.03% Reduced -93 -93
74 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 6,0006.0k $256.7k $256.7k 0.00% Unchanged
75 Quad-Cities Investment Group, LLC 0.10% of their portfolio DAVENPORT, IA 5,7175.7k $244.6k $244.6k 0.10% Unchanged
76 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 5,6035.6k $239.8k $239.8k 0.00% New
77 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 5,5505.5k $237.5k $237.5k 0.00% Reduced -4.9k -4,917
78 Arkadios Wealth Advisors 0.00% of their portfolio ATLANTA, GA 5,4135.4k $231.6k $231.6k 0.00% New
79 Concurrent Investment Advisors, LLC 0.00% of their portfolio Tampa, FL 5,3205.3k $227.6k $227.6k 0.00% Unchanged
80 NWF Advisory Services Inc. 0.02% of their portfolio Los Angeles, CA 5,2005.2k $222.5k $222.5k 0.02% Reduced -1.1k -1,100
81 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 4,8944.9k $209.4k $209.4k 0.00% Unchanged
82 UPTICK PARTNERS, LLC 0.04% of their portfolio NACOGDOCHES, TX 4,8914.9k $209.3k $209.3k 0.04% Unchanged
83 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 4,6794.7k $200.2k $200.2k 0.00% New
84 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 4,6784.7k $200.2k $200.2k 0.00% Reduced -153 -153
85 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 4,3924.4k $188.0k $188.0k 0.01% Unchanged
86 Benson Wealth Management INC 0.17% of their portfolio OOLTEWAH, TN, TN 3,6433.6k $155.9k $155.9k 0.17% First filing
87 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 3,0913.1k $132.0k $132.0k 0.00% Reduced -2.4k -2,357
88 LM Advisors LLC 0.48% of their portfolio SAN DIEGO, CA 2,6522.7k $62.0k $62.0k 0.48% Reduced -59.3k -59,329
89 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,5472.5k $109.0k $109.0k 0.00% Unchanged
90 Pinnacle Wealth Planning Services, Inc. 0.01% of their portfolio MANSFIELD, OH 2,0252.0k $86.7k $86.7k 0.01% New
91 Camelot Portfolios, LLC 0.04% of their portfolio Maumee, OH 1,6171.6k $69.2k $69.2k 0.04% New
92 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 1,4351.4k $61.4k $61.4k 0.00% Unchanged
93 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 1,3981.4k $59.8k $59.8k 0.00% Reduced -130 -130
94 Financial Network Wealth Advisors LLC 0.06% of their portfolio MURRAY, UT 1,3481.3k $57.7k $57.7k 0.06% Unchanged
95 DHJJ Financial Advisors, Ltd. 0.02% of their portfolio NAPERVILLE, IL 1,3081.3k $56.0k $56.0k 0.02% Unchanged
96 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,1651.2k $49.9k $49.9k 0.00% Added +92 +92
97 Archer Investment Corp 0.01% of their portfolio Carmel, IN 844844 $36.1k $36.1k 0.01% Reduced -14 -14
98 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 825825 $35.3k $35.3k 0.00% Unchanged
99 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 625625 $26.7k $26.7k 0.00% Reduced -775 -775
100 Pinnacle Bancorp, Inc. 0.01% of their portfolio BEATRICE, NE 450450 $19.3k $19.3k 0.01% Unchanged