Vault-13

FIRST TR EXCHNG TRADED FD VI YMAR

FT VEST INTER EQ · ETP · CUSIP 33740F573

63 institutional holders -2 vs Q2 2025
2,959,2323.0m shares reported held*
$77.6mreported value*
5 new 11 added 29 reduced 4 sold out net sold ≈ $6.2m (-236.3k 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 ≈ $26.22.

Trends to Q3 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: 65Q3 25: 6363Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 202563

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q4 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 24Q4 24: 21 bought or addedQ4 24: 20 cut or sold outQ1 25: 25 bought or addedQ1 25: 28 cut or sold outQ1 25Q2 25: 35 bought or addedQ2 25: 25 cut or sold outQ3 25: 16 bought or addedQ3 25: 33 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20231025
Q1 20242223
Q2 20243712
Q3 20241831
Q4 20242120
Q1 20252528
Q2 20253525
Q3 20251633

Biggest buyers

CITADEL ADVISORS LLC Added +17,084+17.1k
WINNACLE WEALTH LLC New +15,171+15.2k
PFG Advisors New +9,157+9.2k
Focus Partners Advisor Solutions, LLC New +8,218+8.2k
Rockefeller Capital Management L.P. New +7,176+7.2k
MGO ONE SEVEN LLC Added +5,828+5.8k
UBS Group AG Added +3,585+3.6k
Kestra Advisory Services, LLC Added +3,580+3.6k
LPL Financial LLC Added +3,150+3.1k
Sunbelt Securities, Inc. Added +2,382+2.4k

Biggest sellers

Cetera Investment Advisers Reduced -102,030-102.0k
Cambridge Investment Research Advisors, Inc. Reduced -45,672-45.7k
Integrity Financial Corp /WA Reduced -44,451-44.5k
OSAIC HOLDINGS, INC. Reduced -21,687-21.7k
HARBOUR INVESTMENTS, INC. Reduced -15,466-15.5k
Lionshead Wealth Management, LLC Reduced -14,265-14.3k
IFP Advisors, Inc Reduced -13,542-13.5k
Freedom Investment Management, Inc. Sold out -9,983-10.0k
GOLDMAN SACHS GROUP INC Sold out -9,709-9.7k
Sterling Manor Financial, LLC Sold out -9,133-9.1k

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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OGOREK ANTHONY JOSEPH /NY/ /ADV 3.87% of their portfolio WILLIAMSVILLE, NY 514,857514.9k $13.5m $13.5m 3.87% Unchanged
2 MGO ONE SEVEN LLC 0.23% of their portfolio Beachwood, OH 375,893375.9k $9.9m $9.9m 0.23% Added +5.8k +5,828
3 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 319,160319.2k $8.4m $8.4m 0.00% Reduced -6.7k -6,749
4 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 255,992256.0k $6.7m $6.7m 0.01% Reduced -2.2k -2,248
5 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 240,306240.3k $6.2m $6.2m 0.01% Reduced -21.7k -21,687
6 Legacy Capital Wealth Partners, LLC 0.93% of their portfolio LITTLE ROCK, AR 164,757164.8k $4.3m $4.3m 0.93% Reduced -723 -723
7 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 125,789125.8k $3.3m $3.3m 0.01% Reduced -45.7k -45,672
8 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 106,361106.4k $2.8m $2.8m 0.00% Reduced -102.0k -102,030
9 LM Advisors LLC 0.22% of their portfolio SAN DIEGO, CA 58,68258.7k $1.5m $1.5m 0.22% Reduced -1.1k -1,061
10 SOA Wealth Advisors, LLC. 0.24% of their portfolio NEW YORK, NY 52,73752.7k $1.4m $1.4m 0.24% Added +129 +129
11 Advisory Services Network, LLC 0.02% of their portfolio ATLANTA, GA 49,72549.7k $1.3m $1.3m 0.02% Added +1.2k +1,240
12 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 46,99547.0k $1.2m $1.2m 0.00% Added +3.1k +3,150
13 Visionary Wealth Advisors 0.06% of their portfolio O'FALLON, IL 45,14545.1k $1.2m $1.2m 0.06% Reduced -84 -84
14 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 40,13140.1k $1.1m $1.1m 0.00% Added +17.1k +17,084
15 Ifrah Financial Services, Inc. 0.23% of their portfolio Little Rock, AR 33,42133.4k $877.5k $877.5k 0.23% Reduced -373 -373
16 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 29,62329.6k $777.8k $777.8k 0.00% Added +2.2k +2,175
17 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 23,90323.9k $627.6k $627.6k 0.02% Reduced -4.8k -4,782
18 Main Street Financial Solutions, LLC 0.04% of their portfolio NEWTOWN, PA 23,61123.6k $619.9k $619.9k 0.04% Reduced -540 -540
19 Anfield Capital Management, LLC 0.18% of their portfolio IRVINE, CA 22,87522.9k $600.6k $600.6k 0.18% Unchanged
20 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 22,15622.2k $581.7k $581.7k 0.01% Reduced -925 -925
21 Claro Advisors Inc. 0.08% of their portfolio BOSTON, MA 21,64221.6k $568.2k $568.2k 0.08% Reduced -235 -235
22 Clear Point Advisors Inc. 0.40% of their portfolio MELVILLE, NY 19,41019.4k $509.6k $509.6k 0.40% Reduced -300 -300
23 UPTICK PARTNERS, LLC 0.12% of their portfolio NACOGDOCHES, TX 17,50517.5k $459.6k $459.6k 0.12% Reduced -2.0k -1,998
24 Avidian Wealth Enterprises, LLC 0.02% of their portfolio Houston, TX 17,26917.3k $453.4k $453.4k 0.02% Unchanged
25 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 17,18117.2k $451.1k $451.1k 0.00% Added +3.6k +3,580
26 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 15,91315.9k $419.7k $419.7k 0.00% Unchanged
27 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 15,63715.6k $410.6k $410.6k 0.00% Unchanged
28 WINNACLE WEALTH LLC 0.32% of their portfolio WACO, TX 15,17115.2k $409.6k $409.6k 0.32% New
29 SILVER OAK SECURITIES, INCORPORATED 0.03% of their portfolio JACKSON, TN 15,12315.1k $397.1k $397.1k 0.03% Unchanged
30 Lionshead Wealth Management, LLC 0.31% of their portfolio New York, NY 15,05515.1k $395.3k $395.3k 0.31% Reduced -14.3k -14,265
31 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 15,02815.0k $394.6k $394.6k 0.00% Unchanged
32 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 14,20014.2k $372.8k $372.8k 0.01% Reduced -1.5k -1,453
33 Diligent Investors, LLC 0.09% of their portfolio REDLANDS, CA 13,96414.0k $366.6k $366.6k 0.09% Unchanged
34 Mariner, LLC 0.00% of their portfolio Overland Park, KS 13,42513.4k $352.5k $352.5k 0.00% Reduced -1.1k -1,050
35 Fragasso Financial Advisors Inc 0.02% of their portfolio SEWICKLEY, PA 13,21013.2k $349.6k $349.6k 0.02% Added +230 +230
36 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 12,89312.9k $338.5k $338.5k 0.00% Reduced -141 -141
37 Spire Wealth Management 0.01% of their portfolio MCLEAN, VA 11,98812.0k $314.8k $314.8k 0.01% Unchanged
38 Grantvest Financial Group LLC 0.19% of their portfolio MATAWAN, NJ 10,35810.4k $272.0k $272.0k 0.19% Reduced -605 -605
39 DHJJ Financial Advisors, Ltd. 0.09% of their portfolio NAPERVILLE, IL 10,35710.4k $271.9k $271.9k 0.09% Unchanged
40 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 9,9049.9k $260.0k $260.0k 0.01% Added +279 +279
41 TFB Advisors LLC 0.07% of their portfolio OVERLAND PARK, KS 9,6079.6k $251.8k $251.8k 0.07% Unchanged
42 PFG Advisors 0.01% of their portfolio Phoenix, AZ 9,1579.2k $240.4k $240.4k 0.01% New
43 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 8,9068.9k $234.0k $234.0k 0.00% Reduced -197 -197
44 Maltin Wealth Management, Inc. 0.10% of their portfolio RIDGEWOOD, NJ 8,8648.9k $232.7k $232.7k 0.10% Unchanged
45 Sloy Dahl & Holst, LLC 0.02% of their portfolio Vancouver, WA 8,5008.5k $223.2k $223.2k 0.02% Unchanged
46 Ignite Planners, LLC 0.04% of their portfolio SAN CLEMENTE, CA 8,3558.4k $219.4k $219.4k 0.04% Reduced -765 -765
47 Focus Partners Advisor Solutions, LLC 0.00% of their portfolio SAINT LOUIS, MO 8,2188.2k $217.9k $217.9k 0.00% New
48 Integrity Financial Corp /WA 0.10% of their portfolio JACKSON, WY 8,0278.0k $210.8k $210.8k 0.10% Reduced -44.5k -44,451
49 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 7,2077.2k $189.2k $189.2k 0.00% Reduced -13.5k -13,542
50 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 7,1767.2k $188.4k $188.4k 0.00% New
51 UBS Group AG 0.00% of their portfolio ZURICH, V8 5,3685.4k $140.9k $140.9k 0.00% Added +3.6k +3,585
52 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 4,6354.6k $121.7k $121.7k 0.00% Reduced -15.5k -15,466
53 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 4,0004.0k $105.0k $105.0k 0.00% Unchanged
54 Sunbelt Securities, Inc. 0.01% of their portfolio HOUSTON, TX 3,6823.7k $96.7k $96.7k 0.01% Added +2.4k +2,382
55 CREATIVE FINANCIAL DESIGNS INC /ADV 0.01% of their portfolio KOKOMO, IN 3,2973.3k $86.6k $86.6k 0.01% Reduced -359 -359
56 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 3,0963.1k $81.0k $81.0k 0.00% Unchanged
57 Noble Wealth Management PBC 0.02% of their portfolio GREENWOOD VILLAGE, CO 1,2001.2k $31.5k $31.5k 0.02% First filing
58 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,0001.0k $26.3k $26.3k 0.00% Unchanged
59 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 507507 $13.3k $13.3k 0.00% New
60 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 426426 $11.0k $11.0k 0.00% Reduced -4.6k -4,574
61 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 338338 $8.9k $8.9k 0.00% Reduced -600 -600
62 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 307307 $8.1k $8.1k 0.00% Unchanged
63 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 77 $184 $184 0.00% Reduced -24 -24