Vault-13

FIRST TR EXCHNG TRADED FD VI QJUN

FT VEST NAS · ETP · CUSIP 33740F557

93 institutional holders +13 vs Q1 2024
6,586,1576.6m shares reported held*
$187.1mreported value*
22 new 22 added 35 reduced 10 sold out net bought ≈ $20.8m (+808.5k 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 ≈ $28.41.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 42Q4 22: 40Q1 23: 42Q2 23: 63Q3 23: 79Q4 23: 87Q1 24: 80Q2 24: 9393Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 202242
Q4 202240
Q1 202342
Q2 202363
Q3 202379
Q4 202387
Q1 202480
Q2 202493

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 outQ2 23: 42 bought or addedQ2 23: 22 cut or sold outQ2 23Q3 23: 62 bought or addedQ3 23: 15 cut or sold outQ4 23: 29 bought or addedQ4 23: 47 cut or sold outQ4 23Q1 24: 19 bought or addedQ1 24: 57 cut or sold outQ2 24: 44 bought or addedQ2 24: 45 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 20222116
Q1 20231222
Q2 20234222
Q3 20236215
Q4 20232947
Q1 20241957
Q2 20244445

Biggest buyers

TRUIST FINANCIAL CORP Added +318,218+318.2k
SMART Wealth LLC New +313,987+314.0k
OSAIC HOLDINGS, INC. Added +187,446+187.4k
Pitti Group Wealth Management, LLC New +149,828+149.8k
WESPAC Advisors SoCal, LLC New +131,747+131.7k
EWG Elevate Inc. New +70,241+70.2k
Foundations Investment Advisors, LLC New +70,105+70.1k
Steward Partners Investment Advisory, LLC Added +38,996+39.0k
OneDigital Investment Advisors LLC New +36,438+36.4k
Diversify Advisory Services, LLC New +35,188+35.2k

Biggest sellers

HARBOUR INVESTMENTS, INC. Reduced -305,347-305.3k
Ignite Planners, LLC Reduced -100,794-100.8k
STEPHENS INC /AR/ Reduced -76,071-76.1k
LINCOLN NATIONAL CORP Sold out -52,311-52.3k
Financial Guidance Group, Inc. Reduced -46,305-46.3k
Aptus Capital Advisors, LLC Reduced -46,305-46.3k
JANE STREET GROUP, LLC Reduced -28,642-28.6k
Raymond James Financial Services Advisors, Inc. Reduced -28,311-28.3k
Cetera Investment Advisers Reduced -23,041-23.0k
JPMORGAN CHASE & CO Sold out -19,318-19.3k

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

Holders, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OSAIC HOLDINGS, INC. 0.05% of their portfolio SCOTTSDALE, AZ 815,581815.6k $21.6m $21.6m 0.05% Added +187.4k +187,446
2 Cetera Investment Advisers 0.04% of their portfolio SCHAUMBURG, IL 599,167599.2k $15.9m $15.9m 0.04% Reduced -23.0k -23,041
3 TRUIST FINANCIAL CORP 0.02% of their portfolio CHARLOTTE, NC 498,053498.1k $13.2m $13.2m 0.02% Added +318.2k +318,218
4 SMART Wealth LLC 3.36% of their portfolio Omaha, NE 313,987314.0k $8.3m $8.3m 3.36% New
5 Steward Partners Investment Advisory, LLC 0.08% of their portfolio STAMFORD, CT 274,738274.7k $7.3m $7.3m 0.08% Added +39.0k +38,996
6 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 259,375259.4k $6.9m $6.9m 0.01% Reduced -934 -934
7 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 210,914210.9k $5.6m $5.6m 0.00% Reduced -16.8k -16,824
8 Aptus Capital Advisors, LLC 0.11% of their portfolio FAIRHOPE, AL 210,167210.2k $5.6m $5.6m 0.11% Reduced -46.3k -46,305
9 Financial Guidance Group, Inc. 3.36% of their portfolio Palm Harbor, FL 206,319206.3k $5.5m $5.5m 3.36% Reduced -46.3k -46,305
10 Sequent Planning LLC 1.86% of their portfolio OMAHA, NE 204,936204.9k $5.4m $5.4m 1.86% Reduced -12.6k -12,620
11 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 204,444204.4k $5.4m $5.4m 0.03% Added +19.0k +19,007
12 Prosperity Financial Group, Inc. 3.16% of their portfolio San Ramon, CA 188,753188.8k $5.0m $5.0m 3.16% Reduced -214 -214
13 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 176,107176.1k $4.7m $4.7m 0.01% Reduced -28.3k -28,311
14 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 150,876150.9k $4.0m $4.0m 0.01% Added +18.7k +18,692
15 Pitti Group Wealth Management, LLC 3.93% of their portfolio VICTOR, NY 149,828149.8k $3.6m $3.6m 3.93% New
16 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 148,342148.3k $3.9m $3.9m 0.02% Reduced -3.1k -3,082
17 IFP Advisors, Inc 0.15% of their portfolio TAMPA, FL 141,834141.8k $3.8m $3.8m 0.15% Added +2.6k +2,562
18 WESPAC Advisors SoCal, LLC 0.88% of their portfolio Pasadena, CA 131,747131.7k $3.5m $3.5m 0.88% New
19 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 119,559119.6k $3.2m $3.2m 0.00% Added +2.0k +1,990
20 Valtinson Bruner Financial Planning LLC 1.23% of their portfolio NEW BRIGHTON, MN 117,606117.6k $3.1m $3.1m 1.23% Reduced -2.0k -2,033
21 HARBOUR INVESTMENTS, INC. 0.10% of their portfolio MADISON, WI 109,227109.2k $2.9m $2.9m 0.10% Reduced -305.3k -305,347
22 Bullseye Investment Management, LLC 1.55% of their portfolio CINCINNATI, OH 87,75287.8k $2.4m $2.4m 1.55% Added +31.0k +31,034
23 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 73,68973.7k $2.0m $2.0m 0.00% Reduced -9.7k -9,700
24 Keystone Wealth Services, LLC 0.60% of their portfolio PALM DESERT, CA 73,22973.2k $1.9m $1.9m 0.60% Reduced -12.7k -12,665
25 EWG Elevate Inc. 0.68% of their portfolio ROSEVILLE, CA 70,24170.2k $1.9m $1.9m 0.68% New
26 Foundations Investment Advisors, LLC 0.05% of their portfolio PHOENIX, AZ 70,10570.1k $1.9m $1.9m 0.05% New
27 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 42,22842.2k $1.1m $1.1m 0.00% Added +29.8k +29,750
28 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 42,02942.0k $1.1m $1.1m 0.01% Reduced -3.3k -3,283
29 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 37,48637.5k $992.3k $992.3k 0.00% Reduced -28.6k -28,642
30 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 36,43836.4k $964.5k $964.5k 0.01% New
31 First Heartland Consultants, Inc. 0.10% of their portfolio LAKE ST. LOUIS, MO 36,15236.2k $957.0k $957.0k 0.10% Reduced -1.5k -1,484
32 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 35,68035.7k $944.5k $944.5k 0.00% Added +22.9k +22,904
33 Diversify Advisory Services, LLC 0.05% of their portfolio SANDY, UT 35,18835.2k $952.9k $952.9k 0.05% New
34 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 28,23528.2k $747.4k $747.4k 0.00% New
35 BRASS TAX WEALTH MANAGEMENT, INC 0.14% of their portfolio CINCINNATI, OH 26,50326.5k $701.5k $701.5k 0.14% Unchanged
36 Strategic Financial Concepts, LLC 0.00% of their portfolio SAN ANTONIO, TX 25,43925.4k $986 $986 0.00% New
37 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 25,22825.2k $667.8k $667.8k 0.01% Added +13.8k +13,822
38 Cypress Wealth Services, LLC 0.14% of their portfolio PALM DESERT, CA 24,29024.3k $643.0k $643.0k 0.14% Unchanged
39 Main Street Financial Solutions, LLC 0.06% of their portfolio NEWTOWN, PA 23,02823.0k $609.6k $609.6k 0.06% Reduced -1.1k -1,060
40 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 22,76922.8k $602.7k $602.7k 0.00% Added +1.0k +1,004
41 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 22,41522.4k $593.3k $593.3k 0.01% Reduced -225 -225
42 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 22,25022.2k $590.0k $590.0k 0.00% Added +1.1k +1,150
43 Mariner, LLC 0.00% of their portfolio Overland Park, KS 22,11622.1k $585.4k $585.4k 0.00% Reduced -650 -650
44 Davies Financial Advisors, Inc. 0.53% of their portfolio MURRIETA, CA 21,51421.5k $569.5k $569.5k 0.53% Reduced -312 -312
45 RFG Advisory, LLC 0.02% of their portfolio BIRMINGHAM, AL 21,49421.5k $568.9k $568.9k 0.02% Added +11.2k +11,165
46 Prospera Financial Services Inc 0.02% of their portfolio Dallas, TX 21,10121.1k $558.5k $558.5k 0.02% Added +205 +205
47 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 19,96520.0k $528.5k $528.5k 0.02% Added +4.8k +4,823
48 Chicago Partners Investment Group LLC 0.02% of their portfolio CHICAGO, IL 19,33319.3k $498.8k $498.8k 0.02% Unchanged
49 Spire Wealth Management 0.02% of their portfolio MCLEAN, VA 18,39718.4k $487.0k $487.0k 0.02% Reduced -80 -80
50 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 16,88916.9k $447.1k $447.1k 0.00% Reduced -911 -911
51 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 16,24916.2k $423.0k $423.0k 0.01% Added +6.7k +6,671
52 StoneX Group Inc. 0.03% of their portfolio NEW YORK, NY 16,09716.1k $426.1k $426.1k 0.03% New
53 Ascentis Independent Advisors 0.09% of their portfolio DALLAS, TX 15,77415.8k $417.5k $417.5k 0.09% First filing
54 Ignite Planners, LLC 0.10% of their portfolio SAN CLEMENTE, CA 15,44415.4k $417.5k $417.5k 0.10% Reduced -100.8k -100,794
55 DHJJ Financial Advisors, Ltd. 0.17% of their portfolio NAPERVILLE, IL 15,34015.3k $406.1k $406.1k 0.17% Added +4.5k +4,465
56 Sloy Dahl & Holst, LLC 0.08% of their portfolio Vancouver, WA 15,07515.1k $399.0k $399.0k 0.08% Unchanged
57 Outlook Wealth Advisors, LLC 4.41% of their portfolio SHENANDOAH, TX 14,40314.4k $14.1m $14.1m 4.41% Reduced -1.3k -1,260
58 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 13,81913.8k $365.8k $365.8k 0.00% Reduced -4.3k -4,315
59 Aurora Private Wealth, Inc. 0.32% of their portfolio ROCKAWAY, NJ 13,74413.7k $364.0k $364.0k 0.32% Added +1.6k +1,634
60 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 13,58013.6k $361.2k $361.2k 0.01% New
61 Harvest Investment Services, LLC 0.14% of their portfolio Oakbrook Terrace, IL 13,52313.5k $358.0k $358.0k 0.14% New
62 Pinnacle Wealth Planning Services, Inc. 0.05% of their portfolio MANSFIELD, OH 13,05913.1k $345.7k $345.7k 0.05% New
63 Diligent Investors, LLC 0.08% of their portfolio REDLANDS, CA 11,99912.0k $317.6k $317.6k 0.08% New
64 ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 0.10% of their portfolio New Cumberland, PA 11,42211.4k $302.3k $302.3k 0.10% Reduced -1.6k -1,642
65 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 10,74610.7k $284.0k $284.0k 0.00% New
66 STEPHENS INC /AR/ 0.00% of their portfolio LITTLE ROCK, AR 9,5049.5k $251.6k $251.6k 0.00% Reduced -76.1k -76,071
67 HBW ADVISORY SERVICES LLC 0.04% of their portfolio SIMI VALLEY, CA 9,1349.1k $241.8k $241.8k 0.04% Reduced -2.4k -2,424
68 FWG Investments, LLC. 0.24% of their portfolio LEXINGTON, KY 9,0739.1k $240.2k $240.2k 0.24% New
69 Principle Wealth Partners LLC 0.02% of their portfolio MADISON, CT 9,0009.0k $238.2k $238.2k 0.02% Unchanged
70 BLACK POINT WEALTH MANAGEMENT 0.23% of their portfolio NAPLES, FL 8,3708.4k $221.6k $221.6k 0.23% First filing
71 Regal Investment Advisors LLC 0.01% of their portfolio KENTWOOD, MI 8,3658.4k $221.4k $221.4k 0.01% Unchanged
72 Consolidated Portfolio Review Corp 0.05% of their portfolio WOODBURY, NY 8,0138.0k $212.1k $212.1k 0.05% Unchanged
73 Prosperity Wealth Management, Inc. 0.10% of their portfolio San Ramon, CA 7,5857.6k $200.8k $200.8k 0.10% New
74 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 7,2167.2k $191.0k $191.0k 0.01% Added +1.3k +1,346
75 SILVER OAK SECURITIES, INCORPORATED 0.03% of their portfolio JACKSON, TN 7,0677.1k $187.1k $187.1k 0.03% Added +916 +916
76 AlphaMark Advisors, LLC 0.06% of their portfolio FT. WRIGHT, KY 6,5006.5k $172.0k $172.0k 0.06% New
77 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.01% of their portfolio BIRMINGHAM, AL 4,6334.6k $122.6k $122.6k 0.01% Reduced -43 -43
78 Integrity Financial Corp /WA 0.07% of their portfolio JACKSON, WY 4,3624.4k $115.5k $115.5k 0.07% New
79 REAP Financial Group, LLC 0.03% of their portfolio AUSTIN, TX 4,2284.2k $111.9k $111.9k 0.03% Reduced -132 -132
80 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 4,0134.0k $106.0k $106.0k 0.00% New
81 Clear Point Advisors Inc. 0.08% of their portfolio MELVILLE, NY 3,7383.7k $98.9k $98.9k 0.08% Unchanged
82 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 3,3193.3k $88.0k $88.0k 0.00% Unchanged
83 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 3,2203.2k $85.2k $85.2k 0.00% Unchanged
84 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 1,8001.8k $47.6k $47.6k 0.00% Reduced -100 -100
85 Financial Gravity Asset Management, Inc. 0.01% of their portfolio Lakeway, TX 1,0001.0k $26.5k $26.5k 0.01% Reduced -1.4k -1,400
86 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 681681 $18.0k $18.0k 0.00% Reduced -47 -47
87 Creekmur Asset Management LLC 0.00% of their portfolio MORTON, IL 523523 $13.8k $13.8k 0.00% Unchanged
88 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 500500 $13.2k $13.2k 0.00% Unchanged
89 Sunbelt Securities, Inc. 0.00% of their portfolio HOUSTON, TX 415415 $11.0k $11.0k 0.00% New
90 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 378378 $10.0k $10.0k 0.00% Added +61 +61
91 COMERICA BANK 0.00% of their portfolio DALLAS, TX 271271 $7.2k $7.2k 0.00% Reduced -46 -46
92 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 156156 $4.1k $4.1k 0.00% Reduced -312 -312
93 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 7676 $2.0k $2.0k 0.00% New