Vault-13

FIRST TR EXCHNG TRADED FD VI QJUN

FT VEST NAS · ETP · CUSIP 33740F557

110 institutional holders +6 vs Q1 2025
9,791,3089.8m shares reported held*
$289.5mreported value*
16 new 27 added 43 reduced 10 sold out net bought ≈ $101.4m (+3.4m 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 ≈ $29.57.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 42Q4 22: 40Q1 23: 42Q2 23: 63Q3 23: 79Q4 23: 87Q1 24: 80Q2 24: 93Q3 24: 108Q4 24: 114Q1 25: 104Q2 25: 110110Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202242
Q4 202240
Q1 202342
Q2 202363
Q3 202379
Q4 202387
Q1 202480
Q2 202493
Q3 2024108
Q4 2024114
Q1 2025104
Q2 2025110

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 24Q3 24: 69 bought or addedQ3 24: 31 cut or sold outQ4 24: 37 bought or addedQ4 24: 63 cut or sold outQ4 24Q1 25: 25 bought or addedQ1 25: 67 cut or sold outQ2 25: 43 bought or addedQ2 25: 53 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20236215
Q4 20232947
Q1 20241957
Q2 20244445
Q3 20246931
Q4 20243763
Q1 20252567
Q2 20254353

Biggest buyers

Ferguson Shapiro LLC Added +2,635,263+2.6m
Stuart Chaussee & Associates, Inc. New +1,391,119+1.4m
LPL Financial LLC Added +36,051+36.1k
Ausdal Financial Partners, Inc. New +33,739+33.7k
Rockefeller Capital Management L.P. Added +21,804+21.8k
Farther Finance Advisors, LLC New +19,965+20.0k
Kestra Advisory Services, LLC Added +16,761+16.8k
CITIZENS FINANCIAL GROUP INC/RI New +13,505+13.5k
SMART Wealth LLC Added +13,035+13.0k
FWG Investments, LLC. Added +12,901+12.9k

Biggest sellers

COMMONWEALTH EQUITY SERVICES, LLC Reduced -227,643-227.6k
OLD MISSION CAPITAL LLC Sold out -75,604-75.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -62,319-62.3k
ENVESTNET ASSET MANAGEMENT INC Reduced -60,691-60.7k
OSAIC HOLDINGS, INC. Reduced -49,005-49.0k
Clear Creek Financial Management, LLC Reduced -42,042-42.0k
CITADEL ADVISORS LLC Reduced -41,383-41.4k
MML INVESTORS SERVICES, LLC Reduced -38,728-38.7k
TRUIST FINANCIAL CORP Reduced -30,857-30.9k
AMERIPRISE FINANCIAL INC Sold out -26,105-26.1k

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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Ferguson Shapiro LLC 30.47% of their portfolio DECATUR, GA 3,056,1823.1m $90.4m $90.4m 30.47% Added +2.6m +2,635,263
2 Stuart Chaussee & Associates, Inc. 9.27% of their portfolio BEVERLY HILLS, CA 1,391,1191.4m $41.1m $41.1m 9.27% New
3 TRUIST FINANCIAL CORP 0.02% of their portfolio CHARLOTTE, NC 406,300406.3k $12.0m $12.0m 0.02% Reduced -30.9k -30,857
4 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 392,818392.8k $11.6m $11.6m 0.02% Reduced -49.0k -49,005
5 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 387,110387.1k $11.4m $11.4m 0.02% Reduced -227.6k -227,643
6 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 318,692318.7k $9.4m $9.4m 0.02% Reduced -10.0k -9,977
7 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 271,798271.8k $8.0m $8.0m 0.04% Added +16.8k +16,761
8 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 266,391266.4k $7.9m $7.9m 0.00% Added +36.1k +36,051
9 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 181,819181.8k $5.4m $5.4m 0.00% Reduced -7.6k -7,551
10 SMART Wealth LLC 1.68% of their portfolio Omaha, NE 181,545181.5k $5.4m $5.4m 1.68% Added +13.0k +13,035
11 Aptus Capital Advisors, LLC 0.05% of their portfolio FAIRHOPE, AL 177,863177.9k $5.3m $5.3m 0.05% Reduced -3.9k -3,896
12 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 176,063176.1k $5.2m $5.2m 0.00% Reduced -60.7k -60,691
13 Financial Guidance Group, Inc. 2.50% of their portfolio Palm Harbor, FL 174,029174.0k $5.1m $5.1m 2.50% Reduced -3.9k -3,882
14 IFP Advisors, Inc 0.13% of their portfolio TAMPA, FL 150,158150.2k $4.4m $4.4m 0.13% Reduced -630 -630
15 Sequent Planning LLC 1.21% of their portfolio OMAHA, NE 129,312129.3k $3.8m $3.8m 1.21% Reduced -8.3k -8,275
16 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 125,911125.9k $3.7m $3.7m 0.01% Reduced -38.7k -38,728
17 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 118,785118.8k $3.5m $3.5m 0.01% Reduced -11.5k -11,543
18 Steward Partners Investment Advisory, LLC 0.03% of their portfolio STAMFORD, CT 109,873109.9k $3.2m $3.2m 0.03% Added +310 +310
19 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 104,188104.2k $3.1m $3.1m 0.01% Reduced -1.1k -1,148
20 HARBOUR INVESTMENTS, INC. 0.07% of their portfolio MADISON, WI 89,19089.2k $2.6m $2.6m 0.07% Reduced -6.6k -6,617
21 FWG Investments, LLC. 1.99% of their portfolio LEXINGTON, KY 88,70188.7k $2.6m $2.6m 1.99% Added +12.9k +12,901
22 ACORN FINANCIAL ADVISORY SERVICES INC /ADV 0.37% of their portfolio Reston, VA 76,17876.2k $2.3m $2.3m 0.37% Reduced -1.1k -1,090
23 Keystone Wealth Services, LLC 0.48% of their portfolio PALM DESERT, CA 67,11167.1k $2.0m $2.0m 0.48% Reduced -51 -51
24 First Heartland Consultants, Inc. 0.17% of their portfolio LAKE ST. LOUIS, MO 65,44965.4k $1.9m $1.9m 0.17% Reduced -478 -478
25 Foundations Investment Advisors, LLC 0.03% of their portfolio PHOENIX, AZ 61,38961.4k $1.8m $1.8m 0.03% Reduced -1.5k -1,488
26 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 49,40849.4k $1.5m $1.5m 0.00% Added +21.8k +21,804
27 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 48,82248.8k $1.4m $1.4m 0.00% Added +6.4k +6,352
28 Faithward Advisors, LLC 0.21% of their portfolio LANCASTER, PA 44,83244.8k $1.3m $1.3m 0.21% Added +4.9k +4,880
29 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 44,69644.7k $1.3m $1.3m 0.00% Added +1.3k +1,262
30 Ignite Planners, LLC 0.21% of their portfolio SAN CLEMENTE, CA 41,01441.0k $1.2m $1.2m 0.21% Added +2.1k +2,150
31 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 39,36539.4k $1.2m $1.2m 0.00% Unchanged
32 Ausdal Financial Partners, Inc. 0.07% of their portfolio Davenport, IA 33,73933.7k $997.7k $997.7k 0.07% New
33 UPTICK PARTNERS, LLC 0.27% of their portfolio NACOGDOCHES, TX 31,95132.0k $944.8k $944.8k 0.27% Reduced -1.5k -1,500
34 Ameritas Advisory Services, LLC 0.05% of their portfolio Lincoln, NE 30,83630.8k $911.8k $911.8k 0.05% Reduced -497 -497
35 Diversify Advisory Services, LLC 0.04% of their portfolio SANDY, UT 30,73230.7k $937.9k $937.9k 0.04% Reduced -5 -5
36 Avantra Family Wealth, Inc. 0.74% of their portfolio MECHANICSBURG, PA 30,21730.2k $893.5k $893.5k 0.74% Added +1.7k +1,701
37 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 28,39328.4k $839.6k $839.6k 0.00% Unchanged
38 Bullseye Investment Management, LLC 0.45% of their portfolio CINCINNATI, OH 27,72827.7k $733.4k $733.4k 0.45% Unchanged
39 UBS Group AG 0.00% of their portfolio ZURICH, V8 27,46227.5k $812.1k $812.1k 0.00% Added +5.4k +5,393
40 BRASS TAX WEALTH MANAGEMENT, INC 0.15% of their portfolio CINCINNATI, OH 26,48126.5k $783.0k $783.0k 0.15% Reduced -2 -2
41 Pinnacle Wealth Planning Services, Inc. 0.10% of their portfolio MANSFIELD, OH 25,05925.1k $741.0k $741.0k 0.10% Unchanged
42 SILVER OAK SECURITIES, INCORPORATED 0.06% of their portfolio JACKSON, TN 24,91424.9k $736.7k $736.7k 0.06% Reduced -1.7k -1,747
43 Mariner, LLC 0.00% of their portfolio Overland Park, KS 22,53722.5k $666.4k $666.4k 0.00% Added +325 +325
44 Main Street Financial Solutions, LLC 0.05% of their portfolio NEWTOWN, PA 20,99021.0k $620.7k $620.7k 0.05% Reduced -744 -744
45 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 20,92620.9k $618.8k $618.8k 0.01% Reduced -175 -175
46 Davies Financial Advisors, Inc. 0.47% of their portfolio MURRIETA, CA 20,57820.6k $608.5k $608.5k 0.47% Unchanged
47 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 20,31020.3k $600.6k $600.6k 0.00% Added +2.0k +1,953
48 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 19,96520.0k $590.4k $590.4k 0.01% New
49 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 16,53116.5k $497.7k $497.7k 0.01% Added +343 +343
50 Clear Creek Financial Management, LLC 0.05% of their portfolio SILVERDALE, WA 16,50616.5k $488.1k $488.1k 0.05% Reduced -42.0k -42,042
51 DHJJ Financial Advisors, Ltd. 0.18% of their portfolio NAPERVILLE, IL 16,48316.5k $487.4k $487.4k 0.18% Added +1.6k +1,628
52 NOVEM GROUP 0.06% of their portfolio Rochester, NY 16,47516.5k $487.2k $487.2k 0.06% Added +1.4k +1,355
53 Valtinson Bruner Financial Planning LLC 0.15% of their portfolio NEW BRIGHTON, MN 16,36316.4k $483.9k $483.9k 0.15% Reduced -369 -369
54 Grantvest Financial Group LLC 0.36% of their portfolio MATAWAN, NJ 16,34516.3k $483.3k $483.3k 0.36% Added +2.1k +2,150
55 Outlook Wealth Advisors, LLC 0.12% of their portfolio SHENANDOAH, TX 15,37915.4k $454.8k $454.8k 0.12% Reduced -1.3k -1,300
56 Sloy Dahl & Holst, LLC 0.06% of their portfolio Vancouver, WA 15,07515.1k $445.8k $445.8k 0.06% Unchanged
57 Prosperity Financial Group, Inc. 0.19% of their portfolio San Ramon, CA 14,93014.9k $441.5k $441.5k 0.19% Reduced -8 -8
58 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 14,68114.7k $434.0k $434.0k 0.00% Reduced -636 -636
59 United Advisor Group, LLC 0.07% of their portfolio CINCINNATI, OH 13,98214.0k $413.4k $413.4k 0.07% Reduced -3.5k -3,463
60 CITIZENS FINANCIAL GROUP INC/RI 0.01% of their portfolio PROVIDENCE, RI 13,50513.5k $399.3k $399.3k 0.01% New
61 Integrated Advisors Network LLC 0.02% of their portfolio DALLAS, TX 12,97013.0k $383.5k $383.5k 0.02% Unchanged
62 CENTAURUS FINANCIAL, INC. 0.02% of their portfolio ANAHEIM, CA 12,86912.9k $381.0k $381.0k 0.02% Added +955 +955
63 Diligent Investors, LLC 0.08% of their portfolio REDLANDS, CA 11,99912.0k $354.8k $354.8k 0.08% Unchanged
64 STEPHENS INC /AR/ 0.00% of their portfolio LITTLE ROCK, AR 11,90211.9k $351.9k $351.9k 0.00% Added +1.2k +1,245
65 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 11,89111.9k $351.6k $351.6k 0.00% Reduced -1.7k -1,657
66 Consolidated Portfolio Review Corp 0.05% of their portfolio WOODBURY, NY 11,75911.8k $347.7k $347.7k 0.05% Added +1.9k +1,892
67 BlueChip Wealth Advisors LLC 0.15% of their portfolio Milton, GA 11,72111.7k $346.6k $346.6k 0.15% Reduced -7.6k -7,572
68 NWF Advisory Services Inc. 0.04% of their portfolio Los Angeles, CA 11,71511.7k $346.4k $346.4k 0.04% Added +350 +350
69 Redhawk Wealth Advisors, Inc. 0.04% of their portfolio MINNEAPOLIS, MN 11,54811.5k $341.5k $341.5k 0.04% Added +244 +244
70 J.W. COLE ADVISORS, INC. 0.01% of their portfolio TAMPA, FL 11,45611.5k $338.8k $338.8k 0.01% Unchanged
71 Chicago Partners Investment Group LLC 0.01% of their portfolio CHICAGO, IL 11,37411.4k $341.2k $341.2k 0.01% Unchanged
72 StoneX Group Inc. 0.02% of their portfolio NEW YORK, NY 11,19211.2k $330.9k $330.9k 0.02% Reduced -1.0k -1,000
73 Spire Wealth Management 0.01% of their portfolio MCLEAN, VA 10,93410.9k $323.3k $323.3k 0.01% Reduced -193 -193
74 OPPENHEIMER & CO INC 0.00% of their portfolio NEW YORK, NY 10,81510.8k $319.8k $319.8k 0.00% New
75 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 10,33610.3k $305.6k $305.6k 0.00% Reduced -41.4k -41,383
76 Buck Wealth Strategies, LLC 0.04% of their portfolio DENVER, CO 9,98110.0k $295.1k $295.1k 0.04% New
77 Harvest Investment Services, LLC 0.07% of their portfolio Oakbrook Terrace, IL 9,9389.9k $293.9k $293.9k 0.07% New
78 Aurora Private Wealth, Inc. 0.20% of their portfolio ROCKAWAY, NJ 9,3419.3k $276.0k $276.0k 0.20% Unchanged
79 Principle Wealth Partners LLC 0.02% of their portfolio MADISON, CT 9,0009.0k $266.1k $266.1k 0.02% Unchanged
80 LEGACY SOLUTIONS, LLC 0.25% of their portfolio KENNETT SQUARE, PA 8,7448.7k $258.6k $258.6k 0.25% Added +673 +673
81 Archer Investment Corp 0.06% of their portfolio Carmel, IN 8,4708.5k $250.5k $250.5k 0.06% New
82 HBW ADVISORY SERVICES LLC 0.03% of their portfolio SIMI VALLEY, CA 8,1908.2k $242.2k $242.2k 0.03% Reduced -958 -958
83 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 8,1198.1k $240.1k $240.1k 0.00% Reduced -13.8k -13,792
84 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 8,0858.1k $239.1k $239.1k 0.00% New
85 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 7,8157.8k $231.1k $231.1k 0.01% Reduced -14.1k -14,124
86 Bison Wealth, LLC 0.02% of their portfolio ATLANTA, GA 7,5487.5k $223.2k $223.2k 0.02% Reduced -4.0k -3,994
87 INSIGNEO ADVISORY SERVICES, LLC 0.02% of their portfolio MIAMI, FL 7,2297.2k $213.8k $213.8k 0.02% New
88 Jaffetilchin Investment Partners, LLC 0.01% of their portfolio TAMPA, FL 7,2277.2k $213.7k $213.7k 0.01% New
89 Integrity Financial Corp /WA 0.10% of their portfolio JACKSON, WY 6,5276.5k $193.0k $193.0k 0.10% Unchanged
90 Capital Analysts, LLC 0.01% of their portfolio FORT WASHINGTON, PA 5,3505.3k $158.0k $158.0k 0.01% Unchanged
91 ORG Partners LLC 0.03% of their portfolio ROANOKE, IN 5,0005.0k $147.6k $147.6k 0.03% Reduced -7.5k -7,500
92 REAP Financial Group, LLC 0.02% of their portfolio AUSTIN, TX 3,1223.1k $92.3k $92.3k 0.02% Reduced -284 -284
93 Topsail Wealth Management, LLC 0.01% of their portfolio CHARLOTTE, NC 2,7502.8k $81.3k $81.3k 0.01% Unchanged
94 Legacy Investment Solutions, LLC 0.04% of their portfolio BOISE, ID 2,5742.6k $76.1k $76.1k 0.04% First filing
95 Legacy Wealth Managment, LLC/ID 0.04% of their portfolio BOISE, ID 2,5742.6k $76.1k $76.1k 0.04% Reduced -870 -870
96 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.01% of their portfolio BLUE BELL, PA 2,5732.6k $76.1k $76.1k 0.01% Unchanged
97 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 2,5002.5k $73.9k $73.9k 0.00% Unchanged
98 Abound Wealth Management 0.02% of their portfolio FRANKLIN, TN 2,3002.3k $68.0k $68.0k 0.02% New
99 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 1,1461.1k $33.9k $33.9k 0.00% Added +768 +768
100 Wood Tarver Financial Group, LLC 0.01% of their portfolio BOISE, ID 1,1081.1k $32.0k $32.0k 0.01% Unchanged