Vault-13

FIRST TR EXCHNG TRADED FD VI QJUN

FT VEST NAS · ETP · CUSIP 33740F557

106 institutional holders -4 vs Q2 2025
8,853,1768.9m shares reported held*
$275.1mreported value*
11 new 32 added 41 reduced 11 sold out net sold ≈ $27.9m (-898.2k 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 ≈ $31.07.

Trends to Q3 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: 110Q3 25: 106106Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025106

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 23: 29 bought or addedQ4 23: 47 cut or sold outQ1 24: 19 bought or addedQ1 24: 57 cut or sold outQ1 24Q2 24: 44 bought or addedQ2 24: 45 cut or sold outQ3 24: 69 bought or addedQ3 24: 31 cut or sold outQ3 24Q4 24: 37 bought or addedQ4 24: 63 cut or sold outQ1 25: 25 bought or addedQ1 25: 67 cut or sold outQ1 25Q2 25: 43 bought or addedQ2 25: 53 cut or sold outQ3 25: 43 bought or addedQ3 25: 52 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20232947
Q1 20241957
Q2 20244445
Q3 20246931
Q4 20243763
Q1 20252567
Q2 20254353
Q3 20254352

Biggest buyers

Modern Wealth Management, LLC New +425,599+425.6k
RAYMOND JAMES FINANCIAL INC Added +143,251+143.3k
Legacy Wealth Managment, LLC/ID Added +40,569+40.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +31,351+31.4k
OLD MISSION CAPITAL LLC New +23,804+23.8k
HighTower Advisors, LLC Added +20,443+20.4k
Faithward Advisors, LLC Added +19,897+19.9k
STEPHENS INC /AR/ Added +15,696+15.7k
WINNACLE WEALTH LLC New +13,887+13.9k
OSAIC HOLDINGS, INC. Added +11,895+11.9k

Biggest sellers

Stuart Chaussee & Associates, Inc. Sold out -1,391,119-1.4m
JANE STREET GROUP, LLC Sold out -48,822-48.8k
Kestra Advisory Services, LLC Reduced -35,383-35.4k
SMART Wealth LLC Reduced -27,949-27.9k
UBS Group AG Reduced -26,452-26.5k
Rockefeller Capital Management L.P. Reduced -24,711-24.7k
ENVESTNET ASSET MANAGEMENT INC Reduced -22,692-22.7k
Ameritas Advisory Services, LLC Reduced -15,546-15.5k
United Advisor Group, LLC Sold out -13,982-14.0k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -13,561-13.6k

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, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Ferguson Shapiro LLC 30.75% of their portfolio DECATUR, GA 3,053,5453.1m $95.0m $95.0m 30.75% Reduced -2.6k -2,637
2 Modern Wealth Management, LLC 0.26% of their portfolio KANSAS CITY, MO 425,599425.6k $13.2m $13.2m 0.26% New
3 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 404,713404.7k $12.4m $12.4m 0.02% Added +11.9k +11,895
4 TRUIST FINANCIAL CORP 0.02% of their portfolio CHARLOTTE, NC 395,048395.0k $12.3m $12.3m 0.02% Reduced -11.3k -11,252
5 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 373,549373.5k $11.6m $11.6m 0.02% Reduced -13.6k -13,561
6 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 325,070325.1k $10.1m $10.1m 0.00% Added +143.3k +143,251
7 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 324,414324.4k $10.1m $10.1m 0.01% Added +5.7k +5,722
8 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 264,693264.7k $8.2m $8.2m 0.00% Reduced -1.7k -1,698
9 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 236,415236.4k $7.4m $7.4m 0.03% Reduced -35.4k -35,383
10 Aptus Capital Advisors, LLC 0.05% of their portfolio FAIRHOPE, AL 174,286174.3k $5.4m $5.4m 0.05% Reduced -3.6k -3,577
11 Financial Guidance Group, Inc. 2.38% of their portfolio Palm Harbor, FL 170,452170.5k $5.3m $5.3m 2.38% Reduced -3.6k -3,577
12 SMART Wealth LLC 1.80% of their portfolio Omaha, NE 153,596153.6k $4.8m $4.8m 1.80% Reduced -27.9k -27,949
13 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 153,371153.4k $4.8m $4.8m 0.00% Reduced -22.7k -22,692
14 IFP Advisors, Inc 0.12% of their portfolio TAMPA, FL 142,841142.8k $4.4m $4.4m 0.12% Reduced -7.3k -7,317
15 Sequent Planning LLC 1.19% of their portfolio OMAHA, NE 134,599134.6k $4.2m $4.2m 1.19% Added +5.3k +5,287
16 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 126,014126.0k $3.9m $3.9m 0.01% Added +7.2k +7,229
17 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 117,079117.1k $3.6m $3.6m 0.01% Reduced -8.8k -8,832
18 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 109,198109.2k $3.4m $3.4m 0.02% Reduced -675 -675
19 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 104,225104.2k $3.2m $3.2m 0.00% Added +37 +37
20 FWG Investments, LLC. 1.99% of their portfolio LEXINGTON, KY 93,26293.3k $2.9m $2.9m 1.99% Added +4.6k +4,561
21 HARBOUR INVESTMENTS, INC. 0.06% of their portfolio MADISON, WI 86,31786.3k $2.7m $2.7m 0.06% Reduced -2.9k -2,873
22 ACORN FINANCIAL ADVISORY SERVICES INC /ADV 0.36% of their portfolio Reston, VA 75,85175.9k $2.4m $2.4m 0.36% Reduced -327 -327
23 Keystone Wealth Services, LLC 0.46% of their portfolio PALM DESERT, CA 67,70767.7k $2.1m $2.1m 0.46% Added +596 +596
24 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 65,13965.1k $2.0m $2.0m 0.00% Added +20.4k +20,443
25 Faithward Advisors, LLC 0.30% of their portfolio LANCASTER, PA 64,72964.7k $2.0m $2.0m 0.30% Added +19.9k +19,897
26 Foundations Investment Advisors, LLC 0.03% of their portfolio PHOENIX, AZ 59,86859.9k $1.9m $1.9m 0.03% Reduced -1.5k -1,521
27 First Heartland Consultants, Inc. 0.15% of their portfolio LAKE ST. LOUIS, MO 59,66559.7k $1.9m $1.9m 0.15% Reduced -5.8k -5,784
28 Legacy Wealth Managment, LLC/ID 0.61% of their portfolio BOISE, ID 43,14343.1k $1.3m $1.3m 0.61% Added +40.6k +40,569
29 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 41,46541.5k $1.3m $1.3m 0.00% Added +2.1k +2,100
30 Ignite Planners, LLC 0.21% of their portfolio SAN CLEMENTE, CA 40,93940.9k $1.3m $1.3m 0.21% Reduced -75 -75
31 Ausdal Financial Partners, Inc. 0.05% of their portfolio Davenport, IA 33,96934.0k $1.1m $1.1m 0.05% Added +230 +230
32 UPTICK PARTNERS, LLC 0.26% of their portfolio NACOGDOCHES, TX 31,95132.0k $994.0k $994.0k 0.26% Unchanged
33 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 31,35131.4k $975.3k $975.3k 0.00% New
34 Avantra Family Wealth, Inc. 0.70% of their portfolio MECHANICSBURG, PA 29,91429.9k $930.6k $930.6k 0.70% Reduced -303 -303
35 Bullseye Investment Management, LLC 0.45% of their portfolio CINCINNATI, OH 27,72827.7k $733.4k $733.4k 0.45% Unchanged
36 STEPHENS INC /AR/ 0.01% of their portfolio LITTLE ROCK, AR 27,59827.6k $858.6k $858.6k 0.01% Added +15.7k +15,696
37 BRASS TAX WEALTH MANAGEMENT, INC 0.14% of their portfolio CINCINNATI, OH 26,43126.4k $822.3k $822.3k 0.14% Reduced -50 -50
38 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 26,29026.3k $817.9k $817.9k 0.00% Reduced -2.1k -2,103
39 Pinnacle Wealth Planning Services, Inc. 0.09% of their portfolio MANSFIELD, OH 25,05925.1k $779.6k $779.6k 0.09% Unchanged
40 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 24,69724.7k $768.3k $768.3k 0.00% Reduced -24.7k -24,711
41 OLD MISSION CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 23,80423.8k $740.5k $740.5k 0.03% New
42 Mariner, LLC 0.00% of their portfolio Overland Park, KS 22,44922.4k $698.4k $698.4k 0.00% Reduced -88 -88
43 Davies Financial Advisors, Inc. 0.52% of their portfolio MURRIETA, CA 20,57820.6k $640.2k $640.2k 0.52% Unchanged
44 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 20,17620.2k $627.7k $627.7k 0.01% Reduced -750 -750
45 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 19,96520.0k $621.1k $621.1k 0.01% Unchanged
46 Main Street Financial Solutions, LLC 0.04% of their portfolio NEWTOWN, PA 19,91819.9k $619.6k $619.6k 0.04% Reduced -1.1k -1,072
47 Diversify Advisory Services, LLC 0.02% of their portfolio SANDY, UT 19,81519.8k $625.8k $625.8k 0.02% Reduced -10.9k -10,917
48 Clear Creek Financial Management, LLC 0.05% of their portfolio SILVERDALE, WA 18,39318.4k $572.2k $572.2k 0.05% Added +1.9k +1,887
49 Grantvest Financial Group LLC 0.39% of their portfolio MATAWAN, NJ 17,99418.0k $559.8k $559.8k 0.39% Added +1.6k +1,649
50 NOVEM GROUP 0.06% of their portfolio Rochester, NY 16,57516.6k $515.6k $515.6k 0.06% Added +100 +100
51 DHJJ Financial Advisors, Ltd. 0.17% of their portfolio NAPERVILLE, IL 16,54316.5k $514.7k $514.7k 0.17% Added +60 +60
52 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 16,41016.4k $513.1k $513.1k 0.01% Reduced -121 -121
53 Valtinson Bruner Financial Planning LLC 0.15% of their portfolio NEW BRIGHTON, MN 16,36316.4k $509.1k $509.1k 0.15% Unchanged
54 SILVER OAK SECURITIES, INCORPORATED 0.04% of their portfolio JACKSON, TN 16,05916.1k $499.6k $499.6k 0.04% Reduced -8.9k -8,855
55 CITIZENS FINANCIAL GROUP INC/RI 0.01% of their portfolio PROVIDENCE, RI 15,85715.9k $493.3k $493.3k 0.01% Added +2.4k +2,352
56 Harvest Investment Services, LLC 0.10% of their portfolio Oakbrook Terrace, IL 15,44315.4k $480.4k $480.4k 0.10% Added +5.5k +5,505
57 Outlook Wealth Advisors, LLC 0.12% of their portfolio SHENANDOAH, TX 15,36815.4k $478.1k $478.1k 0.12% Reduced -11 -11
58 Ameritas Advisory Services, LLC 0.03% of their portfolio Lincoln, NE 15,29015.3k $475.7k $475.7k 0.03% Reduced -15.5k -15,546
59 Sloy Dahl & Holst, LLC 0.05% of their portfolio Vancouver, WA 15,07515.1k $469.0k $469.0k 0.05% Unchanged
60 Prosperity Financial Group, Inc. 0.17% of their portfolio San Ramon, CA 14,93014.9k $464.5k $464.5k 0.17% Unchanged
61 Jaffetilchin Investment Partners, LLC 0.03% of their portfolio TAMPA, FL 14,47914.5k $450.4k $450.4k 0.03% Added +7.3k +7,252
62 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 14,32514.3k $446.0k $446.0k 0.00% Reduced -356 -356
63 Consolidated Portfolio Review Corp 0.06% of their portfolio WOODBURY, NY 14,13914.1k $439.9k $439.9k 0.06% Added +2.4k +2,380
64 WINNACLE WEALTH LLC 0.35% of their portfolio WACO, TX 13,88713.9k $444.4k $444.4k 0.35% New
65 CENTAURUS FINANCIAL, INC. 0.02% of their portfolio ANAHEIM, CA 12,86912.9k $400.0k $400.0k 0.02% Unchanged
66 Redhawk Wealth Advisors, Inc. 0.05% of their portfolio MINNEAPOLIS, MN 12,55812.6k $390.7k $390.7k 0.05% Added +1.0k +1,010
67 StoneX Group Inc. 0.02% of their portfolio NEW YORK, NY 12,29212.3k $382.4k $382.4k 0.02% Added +1.1k +1,100
68 Diligent Investors, LLC 0.09% of their portfolio REDLANDS, CA 11,99912.0k $373.3k $373.3k 0.09% Unchanged
69 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 11,77811.8k $366.4k $366.4k 0.00% Reduced -113 -113
70 CREATIVE FINANCIAL DESIGNS INC /ADV 0.02% of their portfolio KOKOMO, IN 11,77011.8k $366.2k $366.2k 0.02% New
71 NWF Advisory Services Inc. 0.04% of their portfolio Los Angeles, CA 11,73511.7k $365.1k $365.1k 0.04% Added +20 +20
72 Chicago Partners Investment Group LLC 0.01% of their portfolio CHICAGO, IL 11,37411.4k $359.1k $359.1k 0.01% Unchanged
73 J.W. COLE ADVISORS, INC. 0.01% of their portfolio TAMPA, FL 11,25611.3k $350.2k $350.2k 0.01% Reduced -200 -200
74 OPPENHEIMER & CO INC 0.00% of their portfolio NEW YORK, NY 11,13811.1k $346.5k $346.5k 0.00% Added +323 +323
75 Spire Wealth Management 0.01% of their portfolio MCLEAN, VA 10,69010.7k $332.6k $332.6k 0.01% Reduced -244 -244
76 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 9,0559.1k $281.7k $281.7k 0.00% Added +936 +936
77 Principle Wealth Partners LLC 0.02% of their portfolio MADISON, CT 9,0009.0k $280.0k $280.0k 0.02% Unchanged
78 Buck Wealth Strategies, LLC 0.04% of their portfolio DENVER, CO 8,9158.9k $277.3k $277.3k 0.04% Reduced -1.1k -1,066
79 LEGACY SOLUTIONS, LLC 0.25% of their portfolio KENNETT SQUARE, PA 8,8828.9k $276.3k $276.3k 0.25% Added +138 +138
80 Luken Investment Analytics, LLC 0.11% of their portfolio BRENTWOOD, TN 8,6738.7k $269.8k $269.8k 0.11% New
81 INSIGNEO ADVISORY SERVICES, LLC 0.02% of their portfolio MIAMI, FL 8,4838.5k $263.9k $263.9k 0.02% Added +1.3k +1,254
82 Integrated Advisors Network LLC 0.01% of their portfolio DALLAS, TX 8,2708.3k $257.3k $257.3k 0.01% Reduced -4.7k -4,700
83 TRANSCEND CAPITAL ADVISORS, LLC 0.02% of their portfolio MADISON, NJ 8,2358.2k $256.2k $256.2k 0.02% New
84 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 7,8157.8k $243.1k $243.1k 0.01% Unchanged
85 HBW ADVISORY SERVICES LLC 0.03% of their portfolio SIMI VALLEY, CA 7,7887.8k $242.3k $242.3k 0.03% Reduced -402 -402
86 Focus Financial Network, Inc. 0.01% of their portfolio MINNEAPOLIS, MN 6,4866.5k $201.8k $201.8k 0.01% New
87 KINGSWOOD WEALTH ADVISORS, LLC 0.01% of their portfolio SAN DIEGO, CA 6,4756.5k $201.4k $201.4k 0.01% New
88 Integrity Financial Corp /WA 0.09% of their portfolio JACKSON, WY 6,0676.1k $188.7k $188.7k 0.09% Reduced -460 -460
89 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 5,3505.3k $166.0k $166.0k 0.00% Unchanged
90 Sunbelt Securities, Inc. 0.01% of their portfolio HOUSTON, TX 4,6084.6k $143.4k $143.4k 0.01% Added +3.9k +3,888
91 Archer Investment Corp 0.02% of their portfolio Carmel, IN 3,4703.5k $108.0k $108.0k 0.02% Reduced -5.0k -5,000
92 REAP Financial Group, LLC 0.02% of their portfolio AUSTIN, TX 2,8642.9k $89.1k $89.1k 0.02% Reduced -258 -258
93 Topsail Wealth Management, LLC 0.01% of their portfolio CHARLOTTE, NC 2,7502.8k $85.6k $85.6k 0.01% Unchanged
94 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.01% of their portfolio BLUE BELL, PA 2,5732.6k $80.0k $80.0k 0.01% Unchanged
95 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 2,5002.5k $77.8k $77.8k 0.00% Unchanged
96 CWM, LLC 0.00% of their portfolio OMAHA, NE 1,9832.0k $62.0k $62.0k 0.00% Added +1.9k +1,914
97 HOLLENCREST CAPITAL MANAGEMENT 0.00% of their portfolio NEWPORT BEACH, CA 1,7751.8k $55.2k $55.2k 0.00% New
98 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 1,1461.1k $35.7k $35.7k 0.00% Unchanged
99 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,0161.0k $31.6k $31.6k 0.00% Added +508 +508
100 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,0101.0k $31.4k $31.4k 0.00% Reduced -26.5k -26,452