Vault-13

FIRST TR EXCHNG TRADED FD VI QJUN

FT VEST NAS · ETP · CUSIP 33740F557

80 institutional holders -7 vs Q4 2023
5,763,5705.8m shares reported held*
$147.0mreported value*
9 new 10 added 40 reduced 17 sold out net sold ≈ $50.1m (-2.0m 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 ≈ $25.50.

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 42Q4 22: 40Q1 23: 42Q2 23: 63Q3 23: 79Q4 23: 87Q1 24: 8080Q3 22Q1 23Q3 23Q1 24
Numbers
QuarterHolders
Q3 202242
Q4 202240
Q1 202342
Q2 202363
Q3 202379
Q4 202387
Q1 202480

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 23Q1 24: 19 bought or addedQ1 24: 57 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q4 20222116
Q1 20231222
Q2 20234222
Q3 20236215
Q4 20232947
Q1 20241957

Biggest buyers

Cetera Investment Advisers Added +417,766+417.8k
Aptus Capital Advisors, LLC Added +252,624+252.6k
Prosperity Financial Group, Inc. Added +83,338+83.3k
Bullseye Investment Management, LLC Added +26,167+26.2k
JPMORGAN CHASE & CO New +19,318+19.3k
Ameritas Advisory Services, LLC New +15,142+15.1k
Jaffetilchin Investment Partners, LLC New +13,345+13.3k
United Advisor Group, LLC New +12,083+12.1k
RFG Advisory, LLC New +10,329+10.3k
CITADEL ADVISORS LLC Added +8,917+8.9k

Biggest sellers

Kestra Advisory Services, LLC Reduced -424,271-424.3k
Cetera Advisor Networks LLC Sold out -361,344-361.3k
Outlook Wealth Advisors, LLC Reduced -343,365-343.4k
Raymond James Financial Services Advisors, Inc. Reduced -294,432-294.4k
Cetera Advisors LLC Sold out -232,786-232.8k
Pitti Group Wealth Management, LLC Sold out -149,828-149.8k
OSAIC HOLDINGS, INC. Reduced -137,775-137.8k
First Heartland Consultants, Inc. Reduced -128,432-128.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -122,854-122.9k
Cambridge Investment Research Advisors, Inc. Reduced -116,882-116.9k

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, Q1 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 628,135628.1k $16.0m $16.0m 0.04% Reduced -137.8k -137,775
2 Cetera Investment Advisers 0.04% of their portfolio SCHAUMBURG, IL 622,208622.2k $15.9m $15.9m 0.04% Added +417.8k +417,766
3 HARBOUR INVESTMENTS, INC. 0.37% of their portfolio MADISON, WI 414,574414.6k $10.6m $10.6m 0.37% Reduced -21.0k -21,034
4 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 260,309260.3k $6.6m $6.6m 0.01% Reduced -26.5k -26,517
5 Aptus Capital Advisors, LLC 0.14% of their portfolio FAIRHOPE, AL 256,472256.5k $6.5m $6.5m 0.14% Added +252.6k +252,624
6 Financial Guidance Group, Inc. 4.18% of their portfolio Palm Harbor, FL 252,624252.6k $6.4m $6.4m 4.18% Reduced -252 -252
7 Steward Partners Investment Advisory, LLC 0.07% of their portfolio STAMFORD, CT 235,742235.7k $6.0m $6.0m 0.07% Added +3.6k +3,584
8 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 227,738227.7k $5.8m $5.8m 0.00% Reduced -48.3k -48,337
9 Sequent Planning LLC 2.01% of their portfolio OMAHA, NE 217,556217.6k $5.5m $5.5m 2.01% First filing
10 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 204,418204.4k $5.2m $5.2m 0.01% Reduced -294.4k -294,432
11 Prosperity Financial Group, Inc. 2.98% of their portfolio San Ramon, CA 188,967189.0k $4.8m $4.8m 2.98% Added +83.3k +83,338
12 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 185,437185.4k $4.7m $4.7m 0.03% Reduced -424.3k -424,271
13 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 179,835179.8k $4.6m $4.6m 0.01% Reduced -5.7k -5,736
14 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 151,424151.4k $3.9m $3.9m 0.02% Reduced -32.4k -32,387
15 IFP Advisors, Inc 0.16% of their portfolio TAMPA, FL 139,272139.3k $3.6m $3.6m 0.16% Reduced -12.5k -12,542
16 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 132,184132.2k $3.4m $3.4m 0.01% Reduced -116.9k -116,882
17 Valtinson Bruner Financial Planning LLC 1.30% of their portfolio NEW BRIGHTON, MN 119,639119.6k $3.1m $3.1m 1.30% Unchanged
18 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 117,569117.6k $3.0m $3.0m 0.00% Reduced -80.4k -80,412
19 Ignite Planners, LLC 0.83% of their portfolio SAN CLEMENTE, CA 116,238116.2k $3.0m $3.0m 0.83% Reduced -1.7k -1,713
20 Keystone Wealth Services, LLC 0.71% of their portfolio PALM DESERT, CA 85,89485.9k $2.2m $2.2m 0.71% Added +1.3k +1,278
21 STEPHENS INC /AR/ 0.03% of their portfolio LITTLE ROCK, AR 85,57585.6k $2.2m $2.2m 0.03% Reduced -3.7k -3,677
22 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 83,38983.4k $2.1m $2.1m 0.01% Unchanged
23 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 66,12866.1k $1.7m $1.7m 0.00% Reduced -21.1k -21,051
24 Bullseye Investment Management, LLC 0.84% of their portfolio CINCINNATI, OH 56,71856.7k $1.5m $1.5m 0.84% Added +26.2k +26,167
25 LINCOLN NATIONAL CORP 0.02% of their portfolio RADNOR, PA 52,31152.3k $1.3m $1.3m 0.02% Reduced -1.4k -1,400
26 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 45,31245.3k $1.2m $1.2m 0.01% Reduced -612 -612
27 First Heartland Consultants, Inc. 0.10% of their portfolio LAKE ST. LOUIS, MO 37,63637.6k $960.0k $960.0k 0.10% Reduced -128.4k -128,432
28 BRASS TAX WEALTH MANAGEMENT, INC 0.35% of their portfolio CINCINNATI, OH 26,50326.5k $676.1k $676.1k 0.35% First filing
29 Cypress Wealth Services, LLC 0.14% of their portfolio PALM DESERT, CA 24,29024.3k $619.6k $619.6k 0.14% Unchanged
30 Main Street Financial Solutions, LLC 0.07% of their portfolio NEWTOWN, PA 24,08824.1k $614.5k $614.5k 0.07% Reduced -162 -162
31 Mariner, LLC 0.00% of their portfolio Overland Park, KS 22,76622.8k $580.8k $580.8k 0.00% Reduced -155 -155
32 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 22,64022.6k $577.5k $577.5k 0.01% Reduced -450 -450
33 Davies Financial Advisors, Inc. 0.57% of their portfolio MURRIETA, CA 21,82621.8k $556.8k $556.8k 0.57% First filing
34 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 21,76521.8k $555.2k $555.2k 0.00% Unchanged
35 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 21,10021.1k $537.0k $537.0k 0.00% Unchanged
36 Prospera Financial Services Inc 0.02% of their portfolio Dallas, TX 20,89620.9k $533.0k $533.0k 0.02% Unchanged
37 Chicago Partners Investment Group LLC 0.02% of their portfolio CHICAGO, IL 19,33319.3k $483.3k $483.3k 0.02% Unchanged
38 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 19,31819.3k $492.8k $492.8k 0.00% New
39 Spire Wealth Management 0.01% of their portfolio MCLEAN, VA 18,47718.5k $471.3k $471.3k 0.01% Reduced -1.1k -1,130
40 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 18,13418.1k $462.6k $462.6k 0.00% Reduced -5.4k -5,388
41 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 17,80017.8k $454.1k $454.1k 0.00% Added +8.9k +8,917
42 Outlook Wealth Advisors, LLC 0.12% of their portfolio SHENANDOAH, TX 15,66315.7k $399.6k $399.6k 0.12% Reduced -343.4k -343,365
43 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 15,14215.1k $380.9k $380.9k 0.02% New
44 Sloy Dahl & Holst, LLC 0.09% of their portfolio Vancouver, WA 15,07515.1k $384.6k $384.6k 0.09% Unchanged
45 Kaye Capital Management 0.15% of their portfolio EL SEGUNDO, CA 13,64213.6k $348.0k $348.0k 0.15% Reduced -4.7k -4,658
46 Jaffetilchin Investment Partners, LLC 0.03% of their portfolio TAMPA, FL 13,34513.3k $340.4k $340.4k 0.03% New
47 ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 0.12% of their portfolio New Cumberland, PA 13,06413.1k $333.3k $333.3k 0.12% Reduced -2.2k -2,204
48 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 12,77612.8k $325.9k $325.9k 0.00% Reduced -210 -210
49 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 12,47812.5k $318.0k $318.0k 0.00% Reduced -7.2k -7,200
50 Aurora Private Wealth, Inc. 0.27% of their portfolio ROCKAWAY, NJ 12,11012.1k $308.0k $308.0k 0.27% Unchanged
51 United Advisor Group, LLC 0.12% of their portfolio CINCINNATI, OH 12,08312.1k $308.2k $308.2k 0.12% New
52 HBW ADVISORY SERVICES LLC 0.05% of their portfolio SIMI VALLEY, CA 11,55811.6k $278.0k $278.0k 0.05% Unchanged
53 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 11,40611.4k $291.0k $291.0k 0.00% Reduced -7.9k -7,898
54 DHJJ Financial Advisors, Ltd. 0.12% of their portfolio NAPERVILLE, IL 10,87510.9k $277.4k $277.4k 0.12% Reduced -615 -615
55 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 10,51110.5k $268.1k $268.1k 0.01% Reduced -26.5k -26,505
56 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 10,32910.3k $263.5k $263.5k 0.01% New
57 Eudaimonia Partners, LLC 0.06% of their portfolio Winchester, TN 10,04810.0k $256.3k $256.3k 0.06% Unchanged
58 TWO SIGMA SECURITIES, LLC 0.01% of their portfolio NEW YORK, NY 9,9289.9k $253.3k $253.3k 0.01% Reduced -6.0k -5,976
59 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 9,8009.8k $214.3k $214.3k 0.01% Reduced -4.6k -4,600
60 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 9,5789.6k $244.3k $244.3k 0.01% Reduced -658 -658
61 Principle Wealth Partners LLC 0.02% of their portfolio MADISON, CT 9,0009.0k $229.6k $229.6k 0.02% Unchanged
62 Regal Investment Advisors LLC 0.01% of their portfolio KENTWOOD, MI 8,3658.4k $213.4k $213.4k 0.01% Reduced -38.3k -38,347
63 Consolidated Portfolio Review Corp 0.05% of their portfolio WOODBURY, NY 8,0138.0k $204.4k $204.4k 0.05% New
64 PFG Investments, LLC 0.01% of their portfolio WOODBURY, NY 8,0138.0k $204.4k $204.4k 0.01% New
65 SILVER OAK SECURITIES, INCORPORATED 0.02% of their portfolio JACKSON, TN 6,1516.2k $156.9k $156.9k 0.02% Reduced -23.2k -23,211
66 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 5,8705.9k $150.0k $150.0k 0.01% Unchanged
67 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.01% of their portfolio BIRMINGHAM, AL 4,6764.7k $119.3k $119.3k 0.01% Reduced -5.1k -5,058
68 REAP Financial Group, LLC 0.03% of their portfolio AUSTIN, TX 4,3604.4k $111.2k $111.2k 0.03% Reduced -34 -34
69 Clear Point Advisors Inc. 0.08% of their portfolio MELVILLE, NY 3,7383.7k $95.4k $95.4k 0.08% Unchanged
70 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 3,3193.3k $85.0k $85.0k 0.00% Unchanged
71 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 3,2203.2k $82.1k $82.1k 0.00% New
72 Financial Gravity Asset Management, Inc. 0.01% of their portfolio Lakeway, TX 2,4002.4k $59.5k $59.5k 0.01% Added +1.2k +1,200
73 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 1,9001.9k $48.5k $48.5k 0.00% Reduced -400 -400
74 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 728728 $18.6k $18.6k 0.00% New
75 Creekmur Asset Management LLC 0.00% of their portfolio MORTON, IL 523523 $13.3k $13.3k 0.00% Reduced -100 -100
76 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 500500 $12.8k $12.8k 0.00% Unchanged
77 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 468468 $11.9k $11.9k 0.00% Added +156 +156
78 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 317317 $8.1k $8.1k 0.00% Unchanged
79 COMERICA BANK 0.00% of their portfolio DALLAS, TX 317317 $8.1k $8.1k 0.00% Added +2 +2
80 Impact Partnership Wealth, LLC 0.00% of their portfolio MARIETTA, GA 4141 $1.0k $1.0k 0.00% Unchanged