Vault-13

FIRST TR EXCHNG TRADED FD VI YMAR

FT VEST INTER EQ · ETP · CUSIP 33740F573

52 institutional holders -3 vs Q2 2024
2,934,1742.9m shares reported held*
$71.1mreported value*
8 new 10 added 21 reduced 10 sold out net sold ≈ $1.9m (-78.6k 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 ≈ $24.24.

Trends to Q3 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: 55Q3 24: 5252Q3 22Q1 23Q3 23Q1 24Q3 24
Numbers
QuarterHolders
Q3 202217
Q4 202217
Q1 202330
Q2 202342
Q3 202343
Q4 202343
Q1 202443
Q2 202455
Q3 202452

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 outQ1 23: 22 bought or addedQ1 23: 7 cut or sold outQ1 23Q2 23: 31 bought or addedQ2 23: 5 cut or sold outQ3 23: 19 bought or addedQ3 23: 19 cut or sold outQ3 23Q4 23: 10 bought or addedQ4 23: 25 cut or sold outQ1 24: 22 bought or addedQ1 24: 23 cut or sold outQ1 24Q2 24: 37 bought or addedQ2 24: 12 cut or sold outQ3 24: 18 bought or addedQ3 24: 31 cut or sold outQ3 24
Numbers
QuarterBought or addedCut or sold out
Q4 202247
Q1 2023227
Q2 2023315
Q3 20231919
Q4 20231025
Q1 20242223
Q2 20243712
Q3 20241831

Biggest buyers

Maia Wealth LLC New +128,708+128.7k
Legacy Capital Wealth Partners, LLC Added +69,842+69.8k
COMMONWEALTH EQUITY SERVICES, LLC Added +61,920+61.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +17,053+17.1k
Sigma Planning Corp New +14,679+14.7k
Rockefeller Capital Management L.P. Added +11,802+11.8k
Cetera Investment Advisers Added +11,670+11.7k
Freedom Investment Management, Inc. New +10,467+10.5k
Brookstone Capital Management New +9,719+9.7k
Sloy Dahl & Holst, LLC New +8,500+8.5k

Biggest sellers

HARBOUR INVESTMENTS, INC. Reduced -135,816-135.8k
Grant Street Asset Management, Inc. Sold out -110,319-110.3k
EWG Elevate Inc. Sold out -55,379-55.4k
CITADEL ADVISORS LLC Sold out -25,632-25.6k
Integrity Financial Corp /WA Reduced -16,655-16.7k
United Advisor Group, LLC Sold out -13,681-13.7k
MGO ONE SEVEN LLC Reduced -11,147-11.1k
ENVESTNET ASSET MANAGEMENT INC Sold out -10,475-10.5k
SILVER OAK SECURITIES, INCORPORATED Sold out -9,233-9.2k
VIMA LLC Reduced -6,491-6.5k

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, Q3 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MGO ONE SEVEN LLC 0.38% of their portfolio Beachwood, OH 361,265361.3k $8.8m $8.8m 0.38% Reduced -11.1k -11,147
2 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 321,031321.0k $7.8m $7.8m 0.03% Reduced -4.4k -4,411
3 Legacy Capital Wealth Partners, LLC 1.27% of their portfolio LITTLE ROCK, AR 264,939264.9k $6.4m $6.4m 1.27% Added +69.8k +69,842
4 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 247,725247.7k $6.0m $6.0m 0.01% Added +61.9k +61,920
5 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 242,561242.6k $5.9m $5.9m 0.01% Reduced -5.1k -5,130
6 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 213,581213.6k $5.2m $5.2m 0.00% Reduced -6.1k -6,056
7 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 200,099200.1k $4.9m $4.9m 0.01% Added +11.8k +11,802
8 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 192,324192.3k $4.7m $4.7m 0.01% Added +11.7k +11,670
9 Maia Wealth LLC 0.77% of their portfolio DENVER, CO 128,708128.7k $3.1m $3.1m 0.77% New
10 Integrity Financial Corp /WA 1.15% of their portfolio JACKSON, WY 81,01481.0k $2.0m $2.0m 1.15% Reduced -16.7k -16,655
11 VIMA LLC 3.80% of their portfolio TROY, MI 76,29476.3k $1.9m $1.9m 3.80% Reduced -6.5k -6,491
12 Visionary Wealth Advisors 0.09% of their portfolio O'FALLON, IL 58,13558.1k $1.4m $1.4m 0.09% Reduced -368 -368
13 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 55,87255.9k $1.4m $1.4m 0.00% Reduced -4.6k -4,620
14 LM Advisors LLC 0.25% of their portfolio SAN DIEGO, CA 49,95350.0k $1.2m $1.2m 0.25% Reduced -1.1k -1,062
15 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 25,34225.3k $614.6k $614.6k 0.01% Added +657 +657
16 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 25,11225.1k $609.1k $609.1k 0.00% Added +657 +657
17 Ifrah Financial Services, Inc. 0.16% of their portfolio Little Rock, AR 24,71024.7k $599.3k $599.3k 0.16% Added +58 +58
18 Claro Advisors Inc. 0.07% of their portfolio BOSTON, MA 23,62223.6k $572.9k $572.9k 0.07% Reduced -550 -550
19 Main Street Financial Solutions, LLC 0.05% of their portfolio NEWTOWN, PA 21,18621.2k $513.8k $513.8k 0.05% Reduced -990 -990
20 Clear Point Advisors Inc. 0.38% of their portfolio MELVILLE, NY 20,19720.2k $489.9k $489.9k 0.38% Unchanged
21 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 18,48418.5k $448.3k $448.3k 0.02% Reduced -2.0k -2,020
22 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 17,42017.4k $422.5k $422.5k 0.00% Reduced -886 -886
23 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 17,05317.1k $413.6k $413.6k 0.00% New
24 AlphaMark Advisors, LLC 0.14% of their portfolio FT. WRIGHT, KY 16,98317.0k $412.0k $412.0k 0.14% Reduced -600 -600
25 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 16,14416.1k $391.6k $391.6k 0.01% Reduced -135.8k -135,816
26 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 15,63715.6k $379.3k $379.3k 0.00% Reduced -2.2k -2,181
27 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 14,71814.7k $357.0k $357.0k 0.00% Reduced -447 -447
28 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 14,67914.7k $356.0k $356.0k 0.01% New
29 SOA Wealth Advisors, LLC. 0.06% of their portfolio NEW YORK, NY 13,39213.4k $324.8k $324.8k 0.06% Reduced -427 -427
30 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 13,03413.0k $316.1k $316.1k 0.01% Reduced -3.6k -3,560
31 Mariner, LLC 0.00% of their portfolio Overland Park, KS 12,28012.3k $297.8k $297.8k 0.00% Reduced -15 -15
32 Arkadios Wealth Advisors 0.02% of their portfolio ATLANTA, GA 12,08112.1k $293.0k $293.0k 0.02% Added +500 +500
33 Avidian Wealth Enterprises, LLC 0.01% of their portfolio Houston, TX 11,72411.7k $284.4k $284.4k 0.01% Unchanged
34 Fragasso Financial Advisors Inc 0.02% of their portfolio SEWICKLEY, PA 10,98111.0k $266.3k $266.3k 0.02% Unchanged
35 Freedom Investment Management, Inc. 0.02% of their portfolio SOUTH WINDSOR, CT 10,46710.5k $253.9k $253.9k 0.02% New
36 Diligent Investors, LLC 0.06% of their portfolio REDLANDS, CA 9,96410.0k $241.7k $241.7k 0.06% Unchanged
37 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 9,8109.8k $237.9k $237.9k 0.00% Added +25 +25
38 Brookstone Capital Management 0.00% of their portfolio WHEATON, IL 9,7199.7k $235.7k $235.7k 0.00% New
39 Spire Wealth Management 0.01% of their portfolio MCLEAN, VA 9,3939.4k $227.8k $227.8k 0.01% Unchanged
40 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 9,1609.2k $222.2k $222.2k 0.00% Reduced -1.8k -1,834
41 Sloy Dahl & Holst, LLC 0.04% of their portfolio Vancouver, WA 8,5008.5k $206.2k $206.2k 0.04% New
42 DHJJ Financial Advisors, Ltd. 0.08% of their portfolio NAPERVILLE, IL 8,1778.2k $198.3k $198.3k 0.08% Unchanged
43 UBS Group AG 0.00% of their portfolio ZURICH, V8 5,5625.6k $134.9k $134.9k 0.00% Added +5.2k +5,164
44 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 3,0963.1k $75.0k $75.0k 0.00% Unchanged
45 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 2,5702.6k $62.3k $62.3k 0.00% Unchanged
46 CREATIVE FINANCIAL DESIGNS INC /ADV 0.01% of their portfolio KOKOMO, IN 2,5422.5k $61.7k $61.7k 0.01% New
47 FinTrust Capital Advisors, LLC 0.01% of their portfolio Greenville, SC 2,2902.3k $55.5k $55.5k 0.01% Unchanged
48 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,9562.0k $47.4k $47.4k 0.00% Unchanged
49 Sunbelt Securities, Inc. 0.00% of their portfolio HOUSTON, TX 1,3001.3k $31.5k $31.5k 0.00% Unchanged
50 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 938938 $22.8k $22.8k 0.00% Unchanged
51 Jaffetilchin Investment Partners, LLC 0.00% of their portfolio TAMPA, FL 450450 $10.9k $10.9k 0.00% New
52 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged