Vault-13

FIRST TR EXCHNG TRADED FD VI QJUN

FT VEST NAS · ETP · CUSIP 33740F557

112 institutional holders +5 vs Q1 2026
5,783,2985.8m shares reported held*
$195.1mreported value*
18 new 26 added 41 reduced 11 sold out net sold ≈ $5.2m (-154.2k 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 ($20.2k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $33.74.

Trends to Q2 2026

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: 106Q4 25: 106Q1 26: 107Q2 26: 112112Q3 22Q3 23Q3 24Q3 25Q2 26
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
Q4 2025106
Q1 2026107
Q2 2026112

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 25Q3 25: 43 bought or addedQ3 25: 52 cut or sold outQ4 25: 20 bought or addedQ4 25: 63 cut or sold outQ4 25Q1 26: 24 bought or addedQ1 26: 63 cut or sold outQ2 26: 44 bought or addedQ2 26: 52 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20246931
Q4 20243763
Q1 20252567
Q2 20254353
Q3 20254352
Q4 20252063
Q1 20262463
Q2 20264452

Biggest buyers

RAYMOND JAMES FINANCIAL INC Added +378,756+378.8k
LPL Financial LLC Added +111,312+111.3k
NORTHEAST PLANNING ASSOCIATES, INC. / NH / New +62,357+62.4k
Ameritas Advisory Services, LLC New +61,010+61.0k
Diversify Advisory Services, LLC New +22,839+22.8k
RED CRANE WEALTH MANAGEMENT, LLC New +20,347+20.3k
Csenge Advisory Group New +17,673+17.7k
CENTAURUS FINANCIAL, INC. Added +17,495+17.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +15,610+15.6k
Kovack Advisors, Inc. Added +13,732+13.7k

Biggest sellers

Ferguson Shapiro LLC Reduced -470,849-470.8k
Modern Wealth Management, LLC Reduced -99,872-99.9k
Kestra Advisory Services, LLC Reduced -66,374-66.4k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -53,448-53.4k
OLD MISSION CAPITAL LLC Sold out -51,856-51.9k
SMART Wealth LLC Reduced -43,609-43.6k
Sequent Planning LLC Reduced -19,058-19.1k
RICHARDS, MERRILL & PETERSON, INC. Sold out -18,000-18.0k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -15,725-15.7k
Harvest Investment Services, LLC Sold out -14,573-14.6k

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, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 551,836551.8k $18.6m $18.6m 0.01% Added +378.8k +378,756
2 TRUIST FINANCIAL CORP 0.02% of their portfolio CHARLOTTE, NC 373,696373.7k $12.6m $12.6m 0.02% Reduced -6.1k -6,139
3 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 368,382368.4k $12.4m $12.4m 0.00% Added +111.3k +111,312
4 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 328,727328.7k $11.1m $11.1m 0.01% Added +10.4k +10,418
5 Modern Wealth Management, LLC 0.13% of their portfolio KANSAS CITY, MO 320,164320.2k $10.8m $10.8m 0.13% Reduced -99.9k -99,872
6 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 311,268311.3k $10.5m $10.5m 0.01% Added +11.3k +11,266
7 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 303,425303.4k $10.3m $10.3m 0.01% Reduced -15.7k -15,725
8 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 235,877235.9k $8.0m $8.0m 0.03% Reduced -66.4k -66,374
9 Ferguson Shapiro LLC 1.85% of their portfolio DECATUR, GA 184,928184.9k $6.2m $6.2m 1.85% Reduced -470.8k -470,849
10 Aptus Capital Advisors, LLC 0.04% of their portfolio FAIRHOPE, AL 165,490165.5k $5.6m $5.6m 0.04% Reduced -4.2k -4,208
11 Financial Guidance Group, Inc. 2.06% of their portfolio Palm Harbor, FL 163,225163.2k $5.5m $5.5m 2.06% Reduced -4.5k -4,509
12 IFP Advisors, Inc 0.09% of their portfolio TAMPA, FL 140,654140.7k $4.8m $4.8m 0.09% Added +1.5k +1,479
13 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 124,976125.0k $4.2m $4.2m 0.00% Reduced -13.7k -13,737
14 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 104,551104.6k $3.5m $3.5m 0.02% Reduced -2.0k -2,028
15 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 100,325100.3k $3.4m $3.4m 0.00% Reduced -9.2k -9,211
16 STEPHENS INC /AR/ 0.04% of their portfolio LITTLE ROCK, AR 95,96996.0k $3.2m $3.2m 0.04% Added +879 +879
17 Sequent Planning LLC 0.69% of their portfolio OMAHA, NE 95,38295.4k $3.2m $3.2m 0.69% Reduced -19.1k -19,058
18 SMART Wealth LLC 0.58% of their portfolio Omaha, NE 80,05680.1k $2.7m $2.7m 0.58% Reduced -43.6k -43,609
19 FWG Investments, LLC. 1.35% of their portfolio LEXINGTON, KY 75,80175.8k $2.6m $2.6m 1.35% Reduced -3.9k -3,905
20 HARBOUR INVESTMENTS, INC. 0.03% of their portfolio MADISON, WI 75,20675.2k $2.5m $2.5m 0.03% Reduced -7.8k -7,797
21 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 75,17775.2k $2.5m $2.5m 0.00% Added +9.3k +9,258
22 ACORN FINANCIAL ADVISORY SERVICES INC /ADV 0.33% of their portfolio Reston, VA 73,58673.6k $2.5m $2.5m 0.33% Unchanged
23 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 72,01872.0k $2.4m $2.4m 0.00% Added +15.6k +15,610
24 Keystone Wealth Services, LLC 0.42% of their portfolio PALM DESERT, CA 66,17566.2k $2.2m $2.2m 0.42% Added +1.4k +1,433
25 NORTHEAST PLANNING ASSOCIATES, INC. / NH / 1.47% of their portfolio BEDFORD, NH 62,35762.4k $2.0m $2.0m 1.47% New
26 Ameritas Advisory Services, LLC 0.04% of their portfolio Lincoln, NE 61,01061.0k $2.1m $2.1m 0.04% New
27 First Heartland Consultants, Inc. 0.13% of their portfolio LAKE ST. LOUIS, MO 59,39559.4k $2.0m $2.0m 0.13% Reduced -236 -236
28 Foundations Investment Advisors, LLC 0.02% of their portfolio PHOENIX, AZ 57,52957.5k $1.9m $1.9m 0.02% Reduced -4.0k -3,975
29 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 52,61852.6k $1.8m $1.8m 0.00% Added +11.9k +11,921
30 Faithward Advisors, LLC 0.17% of their portfolio LANCASTER, PA 40,12740.1k $1.4m $1.4m 0.17% Reduced -8.0k -7,976
31 Ignite Planners, LLC 0.17% of their portfolio SAN CLEMENTE, CA 37,45037.5k $1.3m $1.3m 0.17% Reduced -1.6k -1,589
32 Avantra Family Wealth, Inc. 0.70% of their portfolio MECHANICSBURG, PA 32,58132.6k $1.1m $1.1m 0.70% Added +424 +424
33 UPTICK PARTNERS, LLC 0.17% of their portfolio NACOGDOCHES, TX 31,59931.6k $1.1m $1.1m 0.17% Added +2.1k +2,149
34 Ausdal Financial Partners, Inc. 0.04% of their portfolio Davenport, IA 31,43631.4k $1.1m $1.1m 0.04% Added +194 +194
35 CENTAURUS FINANCIAL, INC. 0.04% of their portfolio ANAHEIM, CA 30,36430.4k $1.0m $1.0m 0.04% Added +17.5k +17,495
36 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 30,21530.2k $1.0m $1.0m 0.00% Reduced -5.8k -5,850
37 Clear Creek Financial Management, LLC 0.06% of their portfolio SILVERDALE, WA 26,57326.6k $897.8k $897.8k 0.06% Reduced -2.7k -2,700
38 Waverly Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 26,02626.0k $879.3k $879.3k 0.01% Unchanged
39 Diversify Advisory Services, LLC 0.01% of their portfolio SANDY, UT 22,83922.8k $734.7k $734.7k 0.01% New
40 DIVERSIFY WEALTH MANAGEMENT, LLC 0.01% of their portfolio SANDY, UT 22,83922.8k $734.7k $734.7k 0.01% Added +3.7k +3,720
41 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 22,64622.6k $765.1k $765.1k 0.00% Reduced -2.2k -2,200
42 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 22,13322.1k $747.8k $747.8k 0.00% Reduced -2.1k -2,109
43 DHJJ Financial Advisors, Ltd. 0.21% of their portfolio NAPERVILLE, IL 21,80021.8k $736.5k $736.5k 0.21% Added +5.9k +5,867
44 Grantvest Financial Group LLC 0.42% of their portfolio MATAWAN, NJ 21,56321.6k $728.5k $728.5k 0.42% Added +5.9k +5,885
45 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 21,52521.5k $722.0k $722.0k 0.00% Reduced -53.4k -53,448
46 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 21,20021.2k $716.2k $716.2k 0.01% Added +1.1k +1,100
47 Kovack Advisors, Inc. 0.03% of their portfolio FT. LAUDERDALE, FL 21,08921.1k $710.5k $710.5k 0.03% Added +13.7k +13,732
48 SILVER OAK SECURITIES, INCORPORATED 0.04% of their portfolio JACKSON, TN 20,38220.4k $688.6k $688.6k 0.04% Reduced -6.3k -6,282
49 RED CRANE WEALTH MANAGEMENT, LLC 0.51% of their portfolio SAN FRANCISCO, CA 20,34720.3k $687.4k $687.4k 0.51% New
50 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 20,31120.3k $686.1k $686.1k 0.01% Unchanged
51 Csenge Advisory Group 0.02% of their portfolio CLEARWATER, FL 17,67317.7k $597.1k $597.1k 0.02% New
52 CCG WEALTH MANAGEMENT, LLC 0.13% of their portfolio SAN DIEGO, CA 16,95016.9k $572.7k $572.7k 0.13% Reduced -1.8k -1,841
53 Main Street Financial Solutions, LLC 0.04% of their portfolio NEWTOWN, PA 16,59416.6k $560.6k $560.6k 0.04% Reduced -3.1k -3,136
54 NOVEM GROUP 0.06% of their portfolio Rochester, NY 16,50016.5k $557.5k $557.5k 0.06% Reduced -75 -75
55 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 16,41016.4k $554.4k $554.4k 0.01% Unchanged
56 Sloy Dahl & Holst, LLC 0.06% of their portfolio Vancouver, WA 15,37815.4k $519.6k $519.6k 0.06% Added +303 +303
57 Prosperity Financial Group, Inc. 0.16% of their portfolio San Ramon, CA 14,83714.8k $501.3k $501.3k 0.16% Unchanged
58 Valtinson Bruner Financial Planning LLC 0.12% of their portfolio NEW BRIGHTON, MN 14,72114.7k $497.4k $497.4k 0.12% Reduced -121 -121
59 Outlook Wealth Advisors, LLC 0.11% of their portfolio SHENANDOAH, TX 14,45414.5k $488.3k $488.3k 0.11% Unchanged
60 J.W. COLE ADVISORS, INC. 0.01% of their portfolio TAMPA, FL 13,00613.0k $439.4k $439.4k 0.01% New
61 World Investment Advisors 0.01% of their portfolio LINCROFT, NJ 12,75112.8k $430.8k $430.8k 0.01% Reduced -610 -610
62 Mariner, LLC 0.00% of their portfolio Overland Park, KS 12,68012.7k $428.4k $428.4k 0.00% Reduced -4.2k -4,210
63 Diligent Investors, LLC 0.09% of their portfolio REDLANDS, CA 11,99912.0k $405.4k $405.4k 0.09% Unchanged
64 Snowden Capital Advisors LLC 0.01% of their portfolio New York, NY 11,46911.5k $387.5k $387.5k 0.01% Reduced -4.0k -4,042
65 Chicago Partners Investment Group LLC 0.01% of their portfolio CHICAGO, IL 11,37411.4k $369.3k $369.3k 0.01% Unchanged
66 BECK CAPITAL MANAGEMENT, LLC 0.07% of their portfolio AUSTIN, TX 11,32111.3k $382.5k $382.5k 0.07% New
67 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 11,29511.3k $382.0k $382.0k 0.00% Added +272 +272
68 StoneX Group Inc. 0.02% of their portfolio NEW YORK, NY 11,15011.2k $376.3k $376.3k 0.02% Added +649 +649
69 MONEY CONCEPTS CAPITAL CORP 0.02% of their portfolio PALM BEACH GARDENS, FL 10,89710.9k $368.2k $368.2k 0.02% New
70 WINNACLE WEALTH LLC 0.24% of their portfolio WACO, TX 10,41510.4k $351.9k $351.9k 0.24% Reduced -211 -211
71 Spire Wealth Management 0.01% of their portfolio MCLEAN, VA 9,7129.7k $328.1k $328.1k 0.01% Reduced -978 -978
72 Pinnacle Wealth Planning Services, Inc. 0.03% of their portfolio MANSFIELD, OH 9,3859.4k $317.1k $317.1k 0.03% Unchanged
73 Buck Wealth Strategies, LLC 0.03% of their portfolio DENVER, CO 8,9158.9k $301.2k $301.2k 0.03% Unchanged
74 CITIZENS FINANCIAL GROUP INC/RI 0.00% of their portfolio PROVIDENCE, RI 8,8898.9k $300.3k $300.3k 0.00% Reduced -7.0k -6,968
75 Arkadios Wealth Advisors 0.00% of their portfolio ATLANTA, GA 8,8338.8k $298.4k $298.4k 0.00% Reduced -193 -193
76 Redhawk Wealth Advisors, Inc. 0.03% of their portfolio MINNEAPOLIS, MN 8,7848.8k $296.8k $296.8k 0.03% Unchanged
77 LEGACY SOLUTIONS, LLC 0.24% of their portfolio KENNETT SQUARE, PA 8,7828.8k $296.7k $296.7k 0.24% Unchanged
78 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 8,4328.4k $284.9k $284.9k 0.00% New
79 Concurrent Investment Advisors, LLC 0.00% of their portfolio Tampa, FL 8,4218.4k $284.5k $284.5k 0.00% Reduced -223 -223
80 OPPENHEIMER & CO INC 0.00% of their portfolio NEW YORK, NY 8,1888.2k $276.6k $276.6k 0.00% Reduced -1.7k -1,700
81 Legacy Wealth Managment, LLC/ID 0.11% of their portfolio BOISE, ID 7,9077.9k $267.1k $267.1k 0.11% Unchanged
82 RFG Advisory, LLC 0.00% of their portfolio BIRMINGHAM, AL 7,8157.8k $264.0k $264.0k 0.00% Unchanged
83 Integrated Advisors Network LLC 0.01% of their portfolio DALLAS, TX 7,5457.5k $254.9k $254.9k 0.01% Unchanged
84 HBW ADVISORY SERVICES LLC 0.02% of their portfolio SIMI VALLEY, CA 7,5037.5k $253.5k $253.5k 0.02% Added +220 +220
85 Principle Wealth Partners LLC 0.01% of their portfolio MADISON, CT 7,5007.5k $253.4k $253.4k 0.01% Unchanged
86 Capital Analysts, LLC 0.01% of their portfolio FORT WASHINGTON, PA 7,3557.4k $249.0k $249.0k 0.01% Added +2.0k +2,005
87 INSIGNEO ADVISORY SERVICES, LLC 0.01% of their portfolio MIAMI, FL 7,2517.3k $245.0k $245.0k 0.01% Added +443 +443
88 TRANSCEND CAPITAL ADVISORS, LLC 0.01% of their portfolio MADISON, NJ 6,0306.0k $203.7k $203.7k 0.01% New
89 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 5,4355.4k $183.6k $183.6k 0.00% New
90 FIDUCIARY FINANCIAL ADVISORS 0.02% of their portfolio GRAND RAPIDS, MI 4,9905.0k $168.6k $168.6k 0.02% New
91 Integrity Financial Corp /WA 0.08% of their portfolio JACKSON, WY 4,9454.9k $167.1k $167.1k 0.08% Unchanged
92 Migdal Insurance & Financial Holdings Ltd. 0.00% of their portfolio Petach Tikva, L3 4,4454.4k $149.9k $149.9k 0.00% Reduced -590 -590
93 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 2,7532.8k $93.0k $93.0k 0.00% Added +2.4k +2,398
94 Topsail Wealth Management, LLC 0.01% of their portfolio CHARLOTTE, NC 2,7502.8k $92.9k $92.9k 0.01% Unchanged
95 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.01% of their portfolio BLUE BELL, PA 2,5732.6k $86.9k $86.9k 0.01% Unchanged
96 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 2,2502.2k $76.0k $76.0k 0.00% Reduced -250 -250
97 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 2,2002.2k $73.6k $73.6k 0.00% New
98 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 1,8741.9k $63.3k $63.3k 0.00% New
99 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 1,4501.4k $49.0k $49.0k 0.00% Reduced -300 -300
100 IFG Advisory, LLC 0.00% of their portfolio ATLANTA, GA 1,1911.2k $40.2k $40.2k 0.00% New