Vault-13

FIRST TR EXCHNG TRADED FD VI YMAR

FT VEST INTER EQ · ETP · CUSIP 33740F573

65 institutional holders +10 vs Q1 2025
3,228,5023.2m shares reported held*
$82.3mreported value*
16 new 19 added 20 reduced 5 sold out net bought ≈ $16.6m (+651.3k 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 ≈ $25.49.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 17Q4 22: 17Q1 23: 30Q2 23: 42Q3 23: 43Q4 23: 43Q1 24: 43Q2 24: 55Q3 24: 52Q4 24: 59Q1 25: 55Q2 25: 6565Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202217
Q4 202217
Q1 202330
Q2 202342
Q3 202343
Q4 202343
Q1 202443
Q2 202455
Q3 202452
Q4 202459
Q1 202555
Q2 202565

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q3 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 24Q3 24: 18 bought or addedQ3 24: 31 cut or sold outQ4 24: 21 bought or addedQ4 24: 20 cut or sold outQ4 24Q1 25: 25 bought or addedQ1 25: 28 cut or sold outQ2 25: 35 bought or addedQ2 25: 25 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20231919
Q4 20231025
Q1 20242223
Q2 20243712
Q3 20241831
Q4 20242120
Q1 20252528
Q2 20253525

Biggest buyers

OGOREK ANTHONY JOSEPH /NY/ /ADV New +514,857+514.9k
OSAIC HOLDINGS, INC. Added +78,647+78.6k
SOA Wealth Advisors, LLC. Added +38,734+38.7k
OLD MISSION CAPITAL LLC New +28,685+28.7k
Anfield Capital Management, LLC New +22,875+22.9k
Cetera Investment Advisers Added +18,165+18.2k
EP Wealth Advisors, LLC New +17,013+17.0k
OneDigital Investment Advisors LLC New +15,028+15.0k
LPL Financial LLC Added +12,238+12.2k
Advisory Services Network, LLC Added +11,113+11.1k

Biggest sellers

Cambridge Investment Research Advisors, Inc. Reduced -81,354-81.4k
RAYMOND JAMES FINANCIAL INC Reduced -62,640-62.6k
Integrity Financial Corp /WA Reduced -18,572-18.6k
WINNACLE WEALTH LLC Sold out -16,003-16.0k
Visionary Wealth Advisors Reduced -13,906-13.9k
Rockefeller Capital Management L.P. Sold out -12,150-12.2k
Legacy Capital Wealth Partners, LLC Reduced -6,099-6.1k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -4,039-4.0k
UBS Group AG Reduced -3,313-3.3k
Arkadios Wealth Advisors Reduced -2,388-2.4k

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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OGOREK ANTHONY JOSEPH /NY/ /ADV 4.06% of their portfolio WILLIAMSVILLE, NY 514,857514.9k $13.1m $13.1m 4.06% New
2 MGO ONE SEVEN LLC 0.30% of their portfolio Beachwood, OH 370,065370.1k $9.4m $9.4m 0.30% Added +5.5k +5,475
3 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 325,909325.9k $8.3m $8.3m 0.00% Reduced -62.6k -62,640
4 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 261,993262.0k $6.7m $6.7m 0.01% Added +78.6k +78,647
5 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 258,240258.2k $6.6m $6.6m 0.01% Reduced -4.0k -4,039
6 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 208,391208.4k $5.3m $5.3m 0.01% Added +18.2k +18,165
7 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 171,461171.5k $4.4m $4.4m 0.01% Reduced -81.4k -81,354
8 Legacy Capital Wealth Partners, LLC 0.95% of their portfolio LITTLE ROCK, AR 165,480165.5k $4.2m $4.2m 0.95% Reduced -6.1k -6,099
9 LM Advisors LLC 0.20% of their portfolio SAN DIEGO, CA 59,74359.7k $1.5m $1.5m 0.20% Unchanged
10 SOA Wealth Advisors, LLC. 0.25% of their portfolio NEW YORK, NY 52,60852.6k $1.3m $1.3m 0.25% Added +38.7k +38,734
11 Integrity Financial Corp /WA 0.68% of their portfolio JACKSON, WY 52,47852.5k $1.3m $1.3m 0.68% Reduced -18.6k -18,572
12 Advisory Services Network, LLC 0.02% of their portfolio ATLANTA, GA 48,48548.5k $1.2m $1.2m 0.02% Added +11.1k +11,113
13 Visionary Wealth Advisors 0.06% of their portfolio O'FALLON, IL 45,22945.2k $1.2m $1.2m 0.06% Reduced -13.9k -13,906
14 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 43,84543.8k $1.1m $1.1m 0.00% Added +12.2k +12,238
15 Ifrah Financial Services, Inc. 0.24% of their portfolio Little Rock, AR 33,79433.8k $862.1k $862.1k 0.24% Reduced -401 -401
16 Lionshead Wealth Management, LLC 0.69% of their portfolio New York, NY 29,32029.3k $748.0k $748.0k 0.69% Reduced -495 -495
17 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 28,68528.7k $731.8k $731.8k 0.02% New
18 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 27,44827.4k $700.2k $700.2k 0.00% Added +4.7k +4,711
19 Main Street Financial Solutions, LLC 0.04% of their portfolio NEWTOWN, PA 24,15124.2k $616.1k $616.1k 0.04% Unchanged
20 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 23,08123.1k $588.8k $588.8k 0.01% Reduced -900 -900
21 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 23,04723.0k $587.9k $587.9k 0.00% Reduced -74 -74
22 Anfield Capital Management, LLC 0.19% of their portfolio IRVINE, CA 22,87522.9k $583.5k $583.5k 0.19% New
23 Claro Advisors Inc. 0.09% of their portfolio BOSTON, MA 21,87721.9k $558.1k $558.1k 0.09% Reduced -438 -438
24 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 20,74920.7k $529.3k $529.3k 0.02% Added +3.4k +3,434
25 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 20,10120.1k $512.8k $512.8k 0.01% Added +3.8k +3,769
26 Clear Point Advisors Inc. 0.42% of their portfolio MELVILLE, NY 19,71019.7k $502.8k $502.8k 0.42% Reduced -278 -278
27 UPTICK PARTNERS, LLC 0.14% of their portfolio NACOGDOCHES, TX 19,50319.5k $497.5k $497.5k 0.14% Reduced -959 -959
28 Avidian Wealth Enterprises, LLC 0.02% of their portfolio Houston, TX 17,26917.3k $440.5k $440.5k 0.02% Added +6.1k +6,123
29 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 17,01317.0k $434.0k $434.0k 0.00% New
30 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 16,35016.4k $417.1k $417.1k 0.00% Reduced -1.2k -1,217
31 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 15,91315.9k $406.3k $406.3k 0.00% Added +5.9k +5,886
32 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 15,65315.7k $399.3k $399.3k 0.01% Reduced -389 -389
33 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 15,63715.6k $398.9k $398.9k 0.00% Unchanged
34 SILVER OAK SECURITIES, INCORPORATED 0.03% of their portfolio JACKSON, TN 15,12315.1k $385.8k $385.8k 0.03% Added +2.5k +2,528
35 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 15,02815.0k $383.4k $383.4k 0.00% New
36 Mariner, LLC 0.00% of their portfolio Overland Park, KS 14,47514.5k $369.3k $369.3k 0.00% Added +1.7k +1,723
37 Diligent Investors, LLC 0.08% of their portfolio REDLANDS, CA 13,96414.0k $356.2k $356.2k 0.08% Added +2.5k +2,500
38 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 13,60113.6k $347.0k $347.0k 0.00% Added +4.3k +4,266
39 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 13,03413.0k $332.5k $332.5k 0.00% Unchanged
40 Fragasso Financial Advisors Inc 0.02% of their portfolio SEWICKLEY, PA 12,98013.0k $331.1k $331.1k 0.02% Added +395 +395
41 Spire Wealth Management 0.01% of their portfolio MCLEAN, VA 11,98812.0k $305.8k $305.8k 0.01% Added +4.9k +4,875
42 Grantvest Financial Group LLC 0.21% of their portfolio MATAWAN, NJ 10,96311.0k $279.7k $279.7k 0.21% New
43 DHJJ Financial Advisors, Ltd. 0.10% of their portfolio NAPERVILLE, IL 10,35710.4k $264.2k $264.2k 0.10% Added +1.2k +1,151
44 Freedom Investment Management, Inc. 0.02% of their portfolio SOUTH WINDSOR, CT 9,98310.0k $254.7k $254.7k 0.02% Reduced -800 -800
45 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 9,7099.7k $247.7k $247.7k 0.00% New
46 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 9,6259.6k $245.5k $245.5k 0.01% Reduced -2.4k -2,388
47 TFB Advisors LLC 0.06% of their portfolio OVERLAND PARK, KS 9,6079.6k $245.1k $245.1k 0.06% New
48 Sterling Manor Financial, LLC 0.16% of their portfolio Saratoga Springs, NY 9,1339.1k $233.0k $233.0k 0.16% New
49 Ignite Planners, LLC 0.04% of their portfolio SAN CLEMENTE, CA 9,1209.1k $231.9k $231.9k 0.04% New
50 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 9,1039.1k $232.0k $232.0k 0.00% New
51 Maltin Wealth Management, Inc. 0.10% of their portfolio RIDGEWOOD, NJ 8,8648.9k $226.1k $226.1k 0.10% New
52 Sloy Dahl & Holst, LLC 0.03% of their portfolio Vancouver, WA 8,5008.5k $216.8k $216.8k 0.03% Unchanged
53 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 5,0005.0k $128.0k $128.0k 0.00% New
54 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 4,0004.0k $102.0k $102.0k 0.00% New
55 CREATIVE FINANCIAL DESIGNS INC /ADV 0.01% of their portfolio KOKOMO, IN 3,6563.7k $93.3k $93.3k 0.01% Added +1.0k +1,022
56 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 3,0963.1k $79.0k $79.0k 0.00% Unchanged
57 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,7831.8k $45.5k $45.5k 0.00% Reduced -3.3k -3,313
58 Sunbelt Securities, Inc. 0.00% of their portfolio HOUSTON, TX 1,3001.3k $29.6k $29.6k 0.00% Reduced -827 -827
59 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,0001.0k $25.5k $25.5k 0.00% Unchanged
60 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 938938 $23.9k $23.9k 0.00% Unchanged
61 First Horizon Advisors, Inc. 0.00% of their portfolio MEMPHIS, TN 779779 $19.9k $19.9k 0.00% New
62 Abound Wealth Management 0.00% of their portfolio FRANKLIN, TN 495495 $12.6k $12.6k 0.00% New
63 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 307307 $7.8k $7.8k 0.00% Unchanged
64 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 3131 $791 $791 0.00% Reduced -1.3k -1,288
65 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged