Vault-13

FIRST TR EXCHNG TRADED FD VI YMAR

FT VEST INTER EQ · ETP · CUSIP 33740F573

55 institutional holders +12 vs Q1 2024
3,013,0283.0m shares reported held*
$69.8mreported value*
16 new 21 added 7 reduced 5 sold out net bought ≈ $24.1m (+1.0m 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 ≈ $23.18.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 17Q4 22: 17Q1 23: 30Q2 23: 42Q3 23: 43Q4 23: 43Q1 24: 43Q2 24: 5555Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 202217
Q4 202217
Q1 202330
Q2 202342
Q3 202343
Q4 202343
Q1 202443
Q2 202455

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q4 22: 4 bought or addedQ4 22: 7 cut or sold outQ4 22Q1 23: 22 bought or addedQ1 23: 7 cut or sold outQ2 23: 31 bought or addedQ2 23: 5 cut or sold outQ2 23Q3 23: 19 bought or addedQ3 23: 19 cut or sold outQ4 23: 10 bought or addedQ4 23: 25 cut or sold outQ4 23Q1 24: 22 bought or addedQ1 24: 23 cut or sold outQ2 24: 37 bought or addedQ2 24: 12 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 202247
Q1 2023227
Q2 2023315
Q3 20231919
Q4 20231025
Q1 20242223
Q2 20243712

Biggest buyers

Legacy Capital Wealth Partners, LLC New +195,097+195.1k
RAYMOND JAMES & ASSOCIATES Added +163,614+163.6k
HARBOUR INVESTMENTS, INC. Added +136,742+136.7k
OSAIC HOLDINGS, INC. Added +98,741+98.7k
Cetera Investment Advisers Added +86,507+86.5k
VIMA LLC New +82,785+82.8k
EWG Elevate Inc. New +55,379+55.4k
COMMONWEALTH EQUITY SERVICES, LLC Added +52,094+52.1k
LM Advisors LLC New +51,015+51.0k
Cambridge Investment Research Advisors, Inc. Added +43,211+43.2k

Biggest sellers

SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -42,245-42.2k
Raymond James Financial Services Advisors, Inc. Reduced -33,508-33.5k
JPMORGAN CHASE & CO Reduced -20,070-20.1k
Jaffetilchin Investment Partners, LLC Sold out -10,450-10.4k
Private Advisor Group, LLC Sold out -8,967-9.0k
TOWNSQUARE CAPITAL LLC Sold out -8,692-8.7k
Grant Street Asset Management, Inc. Reduced -4,787-4.8k
Main Street Financial Solutions, LLC Reduced -4,774-4.8k
Spire Wealth Management Reduced -1,222-1.2k
Ifrah Financial Services, Inc. Reduced -591-591

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 +4.1 pts · filed 2026-10-19 27.8% +4.1 pts 1.6m≈ $44.7m 2026-10-19

Holders, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MGO ONE SEVEN LLC 0.41% of their portfolio Beachwood, OH 372,412372.4k $8.6m $8.6m 0.41% Added +4.9k +4,904
2 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 325,442325.4k $7.5m $7.5m 0.03% Added +43.2k +43,211
3 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 247,691247.7k $5.7m $5.7m 0.01% Added +98.7k +98,741
4 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 219,637219.6k $5.1m $5.1m 0.00% Added +163.6k +163,614
5 Legacy Capital Wealth Partners, LLC 1.15% of their portfolio LITTLE ROCK, AR 195,097195.1k $4.5m $4.5m 1.15% New
6 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 188,297188.3k $4.4m $4.4m 0.01% Added +20.8k +20,790
7 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 185,805185.8k $4.3m $4.3m 0.01% Added +52.1k +52,094
8 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 180,654180.7k $4.2m $4.2m 0.01% Added +86.5k +86,507
9 HARBOUR INVESTMENTS, INC. 0.12% of their portfolio MADISON, WI 151,960152.0k $3.5m $3.5m 0.12% Added +136.7k +136,742
10 Grant Street Asset Management, Inc. 0.80% of their portfolio CANONSBURG, PA 110,319110.3k $2.6m $2.6m 0.80% Reduced -4.8k -4,787
11 Integrity Financial Corp /WA 1.42% of their portfolio JACKSON, WY 97,66997.7k $2.3m $2.3m 1.42% Added +18.3k +18,270
12 VIMA LLC 4.24% of their portfolio TROY, MI 82,78582.8k $1.9m $1.9m 4.24% New
13 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 60,49260.5k $1.4m $1.4m 0.00% Reduced -33.5k -33,508
14 Visionary Wealth Advisors 0.09% of their portfolio O'FALLON, IL 58,50358.5k $1.4m $1.4m 0.09% Unchanged
15 EWG Elevate Inc. 0.47% of their portfolio ROSEVILLE, CA 55,37955.4k $1.3m $1.3m 0.47% New
16 LM Advisors LLC 0.04% of their portfolio SAN DIEGO, CA 51,01551.0k $1.2m $1.2m 0.04% New
17 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 25,63225.6k $594.2k $594.2k 0.00% New
18 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 24,68524.7k $572.2k $572.2k 0.01% Added +6.0k +6,045
19 Ifrah Financial Services, Inc. 0.16% of their portfolio Little Rock, AR 24,65224.7k $571.4k $571.4k 0.16% Reduced -591 -591
20 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 24,45524.5k $566.9k $566.9k 0.00% Added +5.8k +5,815
21 Claro Advisors Inc. 0.09% of their portfolio BOSTON, MA 24,17224.2k $560.3k $560.3k 0.09% Unchanged
22 Main Street Financial Solutions, LLC 0.05% of their portfolio NEWTOWN, PA 22,17622.2k $514.0k $514.0k 0.05% Reduced -4.8k -4,774
23 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 20,50420.5k $475.3k $475.3k 0.02% Added +10.0k +10,032
24 Clear Point Advisors Inc. 0.38% of their portfolio MELVILLE, NY 20,19720.2k $468.2k $468.2k 0.38% Unchanged
25 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 18,30618.3k $424.3k $424.3k 0.00% New
26 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 17,81817.8k $413.0k $413.0k 0.00% Unchanged
27 AlphaMark Advisors, LLC 0.14% of their portfolio FT. WRIGHT, KY 17,58317.6k $408.0k $408.0k 0.14% Added +8.5k +8,500
28 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 16,59416.6k $384.7k $384.7k 0.01% Unchanged
29 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 15,16515.2k $351.5k $351.5k 0.00% Reduced -105 -105
30 SOA Wealth Advisors, LLC. 0.06% of their portfolio NEW YORK, NY 13,81913.8k $320.3k $320.3k 0.06% Added +13.0k +13,041
31 United Advisor Group, LLC 0.10% of their portfolio CINCINNATI, OH 13,68113.7k $317.1k $317.1k 0.10% New
32 Mariner, LLC 0.00% of their portfolio Overland Park, KS 12,29512.3k $285.0k $285.0k 0.00% Added +670 +670
33 Avidian Wealth Enterprises, LLC 0.01% of their portfolio Houston, TX 11,72411.7k $271.8k $271.8k 0.01% New
34 Arkadios Wealth Advisors 0.02% of their portfolio ATLANTA, GA 11,58111.6k $268.4k $268.4k 0.02% Added +2.2k +2,178
35 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 10,99411.0k $254.8k $254.8k 0.00% New
36 Fragasso Financial Advisors Inc 0.02% of their portfolio SEWICKLEY, PA 10,98111.0k $254.5k $254.5k 0.02% Unchanged
37 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 10,47510.5k $242.8k $242.8k 0.00% New
38 Diligent Investors, LLC 0.06% of their portfolio REDLANDS, CA 9,96410.0k $231.0k $231.0k 0.06% New
39 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 9,7859.8k $226.8k $226.8k 0.00% Added +928 +928
40 Spire Wealth Management 0.01% of their portfolio MCLEAN, VA 9,3939.4k $217.7k $217.7k 0.01% Reduced -1.2k -1,222
41 SILVER OAK SECURITIES, INCORPORATED 0.03% of their portfolio JACKSON, TN 9,2339.2k $214.0k $214.0k 0.03% New
42 DHJJ Financial Advisors, Ltd. 0.08% of their portfolio NAPERVILLE, IL 8,1778.2k $189.5k $189.5k 0.08% Added +1.4k +1,434
43 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 3,0963.1k $72.0k $72.0k 0.00% Added +2.5k +2,506
44 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 2,5702.6k $59.6k $59.6k 0.00% New
45 FinTrust Capital Advisors, LLC 0.01% of their portfolio Greenville, SC 2,2902.3k $53.1k $53.1k 0.01% New
46 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,9562.0k $45.3k $45.3k 0.00% Unchanged
47 Sunbelt Securities, Inc. 0.00% of their portfolio HOUSTON, TX 1,3001.3k $30.1k $30.1k 0.00% Unchanged
48 Chris Bulman Inc 0.02% of their portfolio ROSEVILLE, CA 1,1461.1k $26.6k $26.6k 0.02% First filing
49 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 954954 $22.1k $22.1k 0.00% Reduced -20.1k -20,070
50 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 938938 $21.7k $21.7k 0.00% Added +600 +600
51 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 880880 $20.4k $20.4k 0.00% Added +358 +358
52 UBS Group AG 0.00% of their portfolio ZURICH, V8 398398 $9.2k $9.2k 0.00% New
53 BENJAMIN F. EDWARDS & COMPANY, INC. 0.00% of their portfolio ST. LOUIS, MO 235235 $5.0k $5.0k 0.00% Unchanged
54 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 6767 $1.6k $1.6k 0.00% New
55 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged