Vault-13

FIRST TR EXCHNG TRADED FD VI YMAR

FT VEST INTER EQ · ETP · CUSIP 33740F573

59 institutional holders -4 vs Q3 2025
2,485,5912.5m shares reported held*
$67.1mreported value*
5 new 7 added 25 reduced 11 sold out net sold ≈ $13.7m (-507.1k 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 ≈ $27.01.

Trends to Q4 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: 63Q4 25: 5959Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 202559

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q1 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 25Q3 25: 16 bought or addedQ3 25: 33 cut or sold outQ4 25: 12 bought or addedQ4 25: 36 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20242223
Q2 20243712
Q3 20241831
Q4 20242120
Q1 20252528
Q2 20253525
Q3 20251633
Q4 20251236

Biggest buyers

Westwood Wealth Management New +15,055+15.1k
Kestra Advisory Services, LLC Added +8,955+9.0k
HRT FINANCIAL LP New +8,430+8.4k
SILVER OAK SECURITIES, INCORPORATED Added +7,218+7.2k
LPL Financial LLC Added +3,068+3.1k
Camelot Portfolios, LLC New +2,610+2.6k
Advisory Services Network, LLC Added +1,003+1.0k
IFP Advisors, Inc Added +740+740
Arkadios Wealth Advisors Added +329+329
Capital Investment Advisory Services, LLC New +108+108

Biggest sellers

RAYMOND JAMES FINANCIAL INC Reduced -141,213-141.2k
OSAIC HOLDINGS, INC. Reduced -123,722-123.7k
LM Advisors LLC Reduced -57,096-57.1k
OGOREK ANTHONY JOSEPH /NY/ /ADV Reduced -49,476-49.5k
CITADEL ADVISORS LLC Sold out -40,131-40.1k
MGO ONE SEVEN LLC Reduced -20,366-20.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -19,786-19.8k
UPTICK PARTNERS, LLC Sold out -17,505-17.5k
Sigma Planning Corp Sold out -14,200-14.2k
Legacy Capital Wealth Partners, LLC Reduced -10,747-10.7k

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, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OGOREK ANTHONY JOSEPH /NY/ /ADV 3.46% of their portfolio WILLIAMSVILLE, NY 465,381465.4k $12.6m $12.6m 3.46% Reduced -49.5k -49,476
2 MGO ONE SEVEN LLC 0.20% of their portfolio Beachwood, OH 355,527355.5k $9.6m $9.6m 0.20% Reduced -20.4k -20,366
3 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 252,193252.2k $6.8m $6.8m 0.01% Reduced -3.8k -3,799
4 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 177,947177.9k $4.8m $4.8m 0.00% Reduced -141.2k -141,213
5 Legacy Capital Wealth Partners, LLC 0.88% of their portfolio LITTLE ROCK, AR 154,010154.0k $4.1m $4.1m 0.88% Reduced -10.7k -10,747
6 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 120,030120.0k $3.2m $3.2m 0.01% Reduced -5.8k -5,759
7 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 116,584116.6k $3.1m $3.1m 0.00% Reduced -123.7k -123,722
8 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 101,522101.5k $2.7m $2.7m 0.00% Reduced -4.8k -4,839
9 SOA Wealth Advisors, LLC. 0.23% of their portfolio NEW YORK, NY 51,19351.2k $1.4m $1.4m 0.23% Reduced -1.5k -1,544
10 Advisory Services Network, LLC 0.02% of their portfolio ATLANTA, GA 50,72850.7k $1.4m $1.4m 0.02% Added +1.0k +1,003
11 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 50,06350.1k $1.4m $1.4m 0.00% Added +3.1k +3,068
12 Visionary Wealth Advisors 0.05% of their portfolio O'FALLON, IL 44,76544.8k $1.2m $1.2m 0.05% Reduced -380 -380
13 Ifrah Financial Services, Inc. 0.23% of their portfolio Little Rock, AR 32,44232.4k $876.5k $876.5k 0.23% Reduced -979 -979
14 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 26,13626.1k $706.1k $706.1k 0.00% Added +9.0k +8,955
15 Main Street Financial Solutions, LLC 0.05% of their portfolio NEWTOWN, PA 23,61123.6k $637.9k $637.9k 0.05% Unchanged
16 Anfield Capital Management, LLC 0.19% of their portfolio IRVINE, CA 22,37522.4k $604.5k $604.5k 0.19% Reduced -500 -500
17 SILVER OAK SECURITIES, INCORPORATED 0.04% of their portfolio JACKSON, TN 22,34122.3k $604.7k $604.7k 0.04% Added +7.2k +7,218
18 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 20,95621.0k $566.2k $566.2k 0.01% Reduced -1.2k -1,200
19 Claro Advisors Inc. 0.08% of their portfolio BOSTON, MA 20,63220.6k $557.4k $557.4k 0.08% Reduced -1.0k -1,010
20 Crusonia Wealth Advisors LLC 0.12% of their portfolio DENVER, CO 20,36120.4k $550.1k $550.1k 0.12% First filing
21 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 19,78419.8k $534.5k $534.5k 0.02% Reduced -4.1k -4,119
22 Clear Point Advisors Inc. 0.41% of their portfolio MELVILLE, NY 19,41019.4k $524.4k $524.4k 0.41% Unchanged
23 Avidian Wealth Enterprises, LLC 0.02% of their portfolio Houston, TX 17,26917.3k $466.6k $466.6k 0.02% Unchanged
24 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 15,91315.9k $433.6k $433.6k 0.00% Unchanged
25 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 15,63715.6k $422.5k $422.5k 0.00% Unchanged
26 Westwood Wealth Management 0.31% of their portfolio Los Angeles, CA 15,05515.1k $406.8k $406.8k 0.31% New
27 Lionshead Wealth Management, LLC 0.31% of their portfolio New York, NY 15,05515.1k $406.8k $406.8k 0.31% Unchanged
28 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 15,02815.0k $406.0k $406.0k 0.00% Unchanged
29 Diligent Investors, LLC 0.09% of their portfolio REDLANDS, CA 13,90513.9k $375.7k $375.7k 0.09% Reduced -59 -59
30 Mariner, LLC 0.00% of their portfolio Overland Park, KS 13,46513.5k $363.8k $363.8k 0.00% Added +40 +40
31 WINNACLE WEALTH LLC 0.28% of their portfolio WACO, TX 13,33313.3k $373.3k $373.3k 0.28% Reduced -1.8k -1,838
32 Fragasso Financial Advisors Inc 0.02% of their portfolio SEWICKLEY, PA 13,21013.2k $356.9k $356.9k 0.02% Unchanged
33 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 13,07413.1k $353.2k $353.2k 0.00% First filing
34 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 12,89312.9k $348.3k $348.3k 0.00% Unchanged
35 Spire Wealth Management 0.01% of their portfolio MCLEAN, VA 11,98812.0k $323.9k $323.9k 0.01% Unchanged
36 DHJJ Financial Advisors, Ltd. 0.09% of their portfolio NAPERVILLE, IL 10,35710.4k $279.8k $279.8k 0.09% Unchanged
37 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 10,23310.2k $276.5k $276.5k 0.01% Added +329 +329
38 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 9,8379.8k $265.8k $265.8k 0.00% Reduced -19.8k -19,786
39 Grantvest Financial Group LLC 0.15% of their portfolio MATAWAN, NJ 8,9248.9k $241.1k $241.1k 0.15% Reduced -1.4k -1,434
40 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 8,9068.9k $241.0k $241.0k 0.00% Unchanged
41 Maltin Wealth Management, Inc. 0.10% of their portfolio RIDGEWOOD, NJ 8,8648.9k $239.5k $239.5k 0.10% Unchanged
42 Sloy Dahl & Holst, LLC 0.03% of their portfolio Vancouver, WA 8,5008.5k $229.7k $229.7k 0.03% Unchanged
43 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 8,4308.4k $227.0k $227.0k 0.00% New
44 TFB Advisors LLC 0.06% of their portfolio OVERLAND PARK, KS 8,3828.4k $226.5k $226.5k 0.06% Reduced -1.2k -1,225
45 Ignite Planners, LLC 0.04% of their portfolio SAN CLEMENTE, CA 8,3558.4k $229.5k $229.5k 0.04% Unchanged
46 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 7,9477.9k $214.7k $214.7k 0.00% Added +740 +740
47 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 7,1667.2k $193.6k $193.6k 0.00% Reduced -10 -10
48 Integrity Financial Corp /WA 0.07% of their portfolio JACKSON, WY 5,0495.0k $136.4k $136.4k 0.07% Reduced -3.0k -2,978
49 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 4,0004.0k $108.1k $108.1k 0.00% Unchanged
50 Sunbelt Securities, Inc. 0.01% of their portfolio HOUSTON, TX 3,6823.7k $99.5k $99.5k 0.01% Unchanged
51 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 3,0963.1k $84.0k $84.0k 0.00% Unchanged
52 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 2,6972.7k $72.9k $72.9k 0.00% Reduced -1.9k -1,938
53 Camelot Portfolios, LLC 0.04% of their portfolio Maumee, OH 2,6102.6k $70.5k $70.5k 0.04% New
54 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 1,9852.0k $53.6k $53.6k 0.00% Reduced -1.3k -1,312
55 LM Advisors LLC 0.45% of their portfolio SAN DIEGO, CA 1,5861.6k $58.7k $58.7k 0.45% Reduced -57.1k -57,096
56 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,0001.0k $27.0k $27.0k 0.00% Unchanged
57 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 108108 $2.9k $2.9k 0.00% New
58 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 5454 $1.5k $1.5k 0.00% New
59 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 77 $189 $189 0.00% Unchanged