Vault-13

FIRST TR EXCHNG TRADED FD VI QJUN

FT VEST NAS · ETP · CUSIP 33740F557

87 institutional holders +8 vs Q3 2023
7,513,7477.5m shares reported held*
$181.1mreported value*
12 new 17 added 38 reduced 9 sold out net sold ≈ $70.1m (-2.9m 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 ≈ $24.10.

Trends to Q4 2023

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 42Q4 22: 40Q1 23: 42Q2 23: 63Q3 23: 79Q4 23: 8787Q3 22Q4 22Q1 23Q2 23Q3 23Q4 23
Numbers
QuarterHolders
Q3 202242
Q4 202240
Q1 202342
Q2 202363
Q3 202379
Q4 202387

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 22: 21 bought or addedQ4 22: 16 cut or sold outQ4 22Q1 23: 12 bought or addedQ1 23: 22 cut or sold outQ1 23Q2 23: 42 bought or addedQ2 23: 22 cut or sold outQ2 23Q3 23: 62 bought or addedQ3 23: 15 cut or sold outQ3 23Q4 23: 29 bought or addedQ4 23: 47 cut or sold outQ4 23
Numbers
QuarterBought or addedCut or sold out
Q4 20222116
Q1 20231222
Q2 20234222
Q3 20236215
Q4 20232947

Biggest buyers

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +95,418+95.4k
LPL Financial LLC Added +87,022+87.0k
OLD MISSION CAPITAL LLC New +37,016+37.0k
JANE STREET GROUP, LLC Added +35,999+36.0k
Cetera Advisors LLC Added +28,060+28.1k
CARY STREET PARTNERS INVESTMENT ADVISORY LLC Added +24,398+24.4k
Atria Wealth Solutions, Inc. New +23,090+23.1k
TWO SIGMA SECURITIES, LLC New +15,904+15.9k
TRUIST FINANCIAL CORP Added +14,837+14.8k
Prosperity Financial Group, Inc. Added +14,297+14.3k

Biggest sellers

OSAIC HOLDINGS, INC. Reduced -792,415-792.4k
Kestra Advisory Services, LLC Reduced -501,088-501.1k
Legacy CG, LLC Sold out -434,153-434.2k
Cetera Investment Advisers Reduced -428,646-428.6k
AE Wealth Management LLC Reduced -182,492-182.5k
ENVESTNET ASSET MANAGEMENT INC Reduced -169,576-169.6k
SMART Wealth LLC Sold out -130,001-130.0k
Cambridge Investment Research Advisors, Inc. Reduced -103,968-104.0k
Raymond James Financial Services Advisors, Inc. Reduced -75,649-75.6k
HARBOUR INVESTMENTS, INC. Reduced -74,654-74.7k

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 +4.6 pts · filed 2026-07-22 57.3% +4.6 pts 11.3m≈ $381.3m 2026-07-22

Holders, Q4 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 765,910765.9k $18.5m $18.5m 0.03% Reduced -792.4k -792,415
2 Kestra Advisory Services, LLC 0.12% of their portfolio AUSTIN, TX 609,708609.7k $14.7m $14.7m 0.12% Reduced -501.1k -501,088
3 Raymond James Financial Services Advisors, Inc. 0.02% of their portfolio ST. PETERSBURG, FL 498,850498.9k $12.0m $12.0m 0.02% Reduced -75.6k -75,649
4 HARBOUR INVESTMENTS, INC. 0.43% of their portfolio MADISON, WI 435,608435.6k $10.5m $10.5m 0.43% Reduced -74.7k -74,654
5 Cetera Advisor Networks LLC 0.05% of their portfolio EL SEGUNDO, CA 361,344361.3k $8.7m $8.7m 0.05% Reduced -9.2k -9,182
6 Outlook Wealth Advisors, LLC 3.02% of their portfolio SHENANDOAH, TX 359,028359.0k $8.6m $8.6m 3.02% Reduced -18.4k -18,410
7 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 286,826286.8k $6.9m $6.9m 0.01% Reduced -5.7k -5,746
8 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 276,075276.1k $6.7m $6.7m 0.00% Added +87.0k +87,022
9 Financial Guidance Group, Inc. 4.23% of their portfolio Palm Harbor, FL 252,876252.9k $6.1m $6.1m 4.23% Reduced -7.4k -7,435
10 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 249,066249.1k $6.0m $6.0m 0.03% Reduced -104.0k -103,968
11 Cetera Advisors LLC 0.08% of their portfolio DENVER, CO 232,786232.8k $5.6m $5.6m 0.08% Added +28.1k +28,060
12 Steward Partners Investment Advisory, LLC 0.08% of their portfolio STAMFORD, CT 232,158232.2k $5.6m $5.6m 0.08% Reduced -12.2k -12,233
13 Cetera Investment Advisers 0.04% of their portfolio SCHAUMBURG, IL 204,442204.4k $4.9m $4.9m 0.04% Reduced -428.6k -428,646
14 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 197,981198.0k $4.8m $4.8m 0.00% Reduced -169.6k -169,576
15 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 185,571185.6k $4.5m $4.5m 0.01% Added +14.8k +14,837
16 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 183,811183.8k $4.4m $4.4m 0.02% Reduced -21.2k -21,213
17 First Heartland Consultants, Inc. 0.48% of their portfolio LAKE ST. LOUIS, MO 166,068166.1k $4.0m $4.0m 0.48% Reduced -47.0k -46,962
18 IFP Advisors, Inc 0.17% of their portfolio TAMPA, FL 151,814151.8k $3.7m $3.7m 0.17% Reduced -3.8k -3,790
19 Pitti Group Wealth Management, LLC 3.93% of their portfolio VICTOR, NY 149,828149.8k $3.6m $3.6m 3.93% Reduced -22.0k -21,973
20 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 122,854122.9k $3.0m $3.0m 0.01% Added +95.4k +95,418
21 Valtinson Bruner Financial Planning LLC 1.48% of their portfolio NEW BRIGHTON, MN 119,639119.6k $2.9m $2.9m 1.48% Added +794 +794
22 Ignite Planners, LLC 0.84% of their portfolio SAN CLEMENTE, CA 117,951118.0k $2.8m $2.8m 0.84% Added +4.0k +3,950
23 Prosperity Financial Group, Inc. 1.77% of their portfolio San Ramon, CA 105,629105.6k $2.5m $2.5m 1.77% Added +14.3k +14,297
24 STEPHENS INC /AR/ 0.04% of their portfolio LITTLE ROCK, AR 89,25289.3k $2.2m $2.2m 0.04% Reduced -621 -621
25 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 87,17987.2k $2.1m $2.1m 0.00% Added +36.0k +35,999
26 Keystone Wealth Services, LLC 0.70% of their portfolio PALM DESERT, CA 84,61684.6k $2.0m $2.0m 0.70% Added +625 +625
27 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 83,38983.4k $2.0m $2.0m 0.01% Unchanged
28 LINCOLN NATIONAL CORP 0.02% of their portfolio RADNOR, PA 53,71153.7k $1.3m $1.3m 0.02% Reduced -2.1k -2,140
29 Regal Investment Advisors LLC 0.09% of their portfolio KENTWOOD, MI 46,71246.7k $1.1m $1.1m 0.09% Reduced -3.0k -3,031
30 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 45,92445.9k $1.1m $1.1m 0.01% Reduced -13.3k -13,305
31 OLD MISSION CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 37,01637.0k $891.7k $891.7k 0.03% New
32 WEALTHSOURCE PARTNERS, LLC 0.06% of their portfolio SAN LUIS OBISPO, CA 35,38835.4k $852.5k $852.5k 0.06% Reduced -15 -15
33 Bullseye Investment Management, LLC 0.46% of their portfolio CINCINNATI, OH 30,55130.6k $727.3k $727.3k 0.46% Added +10.6k +10,602
34 SILVER OAK SECURITIES, INCORPORATED 0.09% of their portfolio JACKSON, TN 29,36229.4k $707.3k $707.3k 0.09% Added +2.9k +2,934
35 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.03% of their portfolio RICHMOND, VA 26,89826.9k $648.0k $648.0k 0.03% Added +24.4k +24,398
36 Cypress Wealth Services, LLC 0.15% of their portfolio PALM DESERT, CA 24,29024.3k $585.1k $585.1k 0.15% Unchanged
37 Main Street Financial Solutions, LLC 0.08% of their portfolio NEWTOWN, PA 24,25024.2k $584.2k $584.2k 0.08% Reduced -950 -950
38 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 23,52223.5k $566.6k $566.6k 0.01% Reduced -9.9k -9,885
39 Foundations Investment Advisors, LLC 0.02% of their portfolio PHOENIX, AZ 23,39923.4k $575.4k $575.4k 0.02% Reduced -67.0k -67,032
40 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 23,09023.1k $556.2k $556.2k 0.01% New
41 Mariner, LLC 0.00% of their portfolio Overland Park, KS 22,92122.9k $552.2k $552.2k 0.00% Added +1.2k +1,225
42 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 21,76521.8k $524.3k $524.3k 0.00% Unchanged
43 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 21,10021.1k $509.0k $509.0k 0.00% Unchanged
44 Prospera Financial Services Inc 0.02% of their portfolio Dallas, TX 20,89620.9k $503.4k $503.4k 0.02% Unchanged
45 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 19,67819.7k $474.0k $474.0k 0.00% Added +545 +545
46 Spire Wealth Management 0.02% of their portfolio MCLEAN, VA 19,60719.6k $482.7k $482.7k 0.02% Unchanged
47 Chicago Partners Investment Group LLC 0.02% of their portfolio CHICAGO, IL 19,33319.3k $477.3k $477.3k 0.02% Unchanged
48 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 19,30419.3k $476.6k $476.6k 0.00% Reduced -182.5k -182,492
49 Kaye Capital Management 0.20% of their portfolio EL SEGUNDO, CA 18,30018.3k $450.7k $450.7k 0.20% Added +781 +781
50 BAKER TILLY WEALTH MANAGEMENT, LLC 0.07% of their portfolio MADISON, WI 17,70317.7k $426.5k $426.5k 0.07% Unchanged
51 Ascentis Independent Advisors 0.10% of their portfolio DALLAS, TX 16,77416.8k $404.1k $404.1k 0.10% Reduced -331 -331
52 TWO SIGMA SECURITIES, LLC 0.02% of their portfolio NEW YORK, NY 15,90415.9k $383.1k $383.1k 0.02% New
53 ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 0.15% of their portfolio New Cumberland, PA 15,26815.3k $367.8k $367.8k 0.15% Reduced -23 -23
54 SECURED RETIREMENT ADVISORS, LLC 0.35% of their portfolio ST LOUIS PARK, MN 15,20215.2k $366.2k $366.2k 0.35% First filing
55 Sloy Dahl & Holst, LLC 0.07% of their portfolio Vancouver, WA 15,07515.1k $363.2k $363.2k 0.07% Unchanged
56 WORLD EQUITY GROUP, INC. 0.07% of their portfolio SCHAUMBURG, IL 14,75814.8k $355.5k $355.5k 0.07% Reduced -36.6k -36,627
57 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 14,40014.4k $346.9k $346.9k 0.01% Added +4.6k +4,600
58 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 12,98613.0k $312.8k $312.8k 0.00% Reduced -2.5k -2,505
59 Aurora Private Wealth, Inc. 0.28% of their portfolio ROCKAWAY, NJ 12,11012.1k $292.0k $292.0k 0.28% Unchanged
60 HBW ADVISORY SERVICES LLC 0.05% of their portfolio SIMI VALLEY, CA 11,55811.6k $278.0k $278.0k 0.05% Reduced -1.5k -1,465
61 DHJJ Financial Advisors, Ltd. 0.13% of their portfolio NAPERVILLE, IL 11,49011.5k $276.8k $276.8k 0.13% Reduced -10 -10
62 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 10,23610.2k $246.6k $246.6k 0.01% Reduced -1.0k -1,000
63 Eudaimonia Partners, LLC 0.06% of their portfolio Winchester, TN 10,04810.0k $242.1k $242.1k 0.06% Reduced -92 -92
64 Gladstone Institutional Advisory LLC 0.01% of their portfolio Bedminster, NJ 9,8449.8k $237.1k $237.1k 0.01% Added +389 +389
65 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.02% of their portfolio BIRMINGHAM, AL 9,7349.7k $234.5k $234.5k 0.02% Reduced -25.6k -25,647
66 Kovack Advisors, Inc. 0.03% of their portfolio FT. LAUDERDALE, FL 9,2119.2k $221.9k $221.9k 0.03% New
67 Principle Wealth Partners LLC 0.02% of their portfolio MADISON, CT 9,0009.0k $216.8k $216.8k 0.02% New
68 Capital CS Group, LLC 0.24% of their portfolio IRVINE, CA 8,9699.0k $216.1k $216.1k 0.24% New
69 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 8,8838.9k $214.0k $214.0k 0.00% New
70 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 8,6688.7k $208.0k $208.0k 0.00% New
71 WOLVERINE TRADING, LLC 0.00% of their portfolio CHICAGO, IL 8,4608.5k $203.8k $203.8k 0.00% Reduced -11.4k -11,407
72 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 5,8705.9k $141.0k $141.0k 0.01% Unchanged
73 REAP Financial Group, LLC 0.03% of their portfolio AUSTIN, TX 4,3944.4k $105.9k $105.9k 0.03% First filing
74 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 3,8483.8k $92.7k $92.7k 0.00% Unchanged
75 Clear Point Advisors Inc. 0.08% of their portfolio MELVILLE, NY 3,7383.7k $90.0k $90.0k 0.08% First filing
76 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 3,3193.3k $80.0k $80.0k 0.00% Unchanged
77 UBS Group AG 0.00% of their portfolio ZURICH, V8 2,4582.5k $59.2k $59.2k 0.00% New
78 AdvisorNet Financial, Inc 0.01% of their portfolio MINNETONKA, MN 2,3002.3k $55.4k $55.4k 0.01% Reduced -700 -700
79 Financial Gravity Asset Management, Inc. 0.00% of their portfolio Lakeway, TX 1,2001.2k $28.9k $28.9k 0.00% New
80 Creekmur Asset Management LLC 0.00% of their portfolio MORTON, IL 623623 $15.0k $15.0k 0.00% First filing
81 Iron Horse Wealth Management, LLC 0.01% of their portfolio JOHSTON, IA 522522 $12.6k $12.6k 0.01% Unchanged
82 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 500500 $12.0k $12.0k 0.00% Unchanged
83 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 433433 $10.0k $10.0k 0.00% Reduced -387 -387
84 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 317317 $7.6k $7.6k 0.00% First filing
85 COMERICA BANK 0.00% of their portfolio DALLAS, TX 315315 $7.6k $7.6k 0.00% Reduced -10 -10
86 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 312312 $7.5k $7.5k 0.00% New
87 Impact Partnership Wealth, LLC 0.00% of their portfolio MARIETTA, GA 4141 $988 $988 0.00% New