Vault-13

FIRST TR EXCHNG TRADED FD VI YMAR

FT VEST INTER EQ · ETP · CUSIP 33740F573

65 institutional holders +6 vs Q4 2025
2,455,0272.5m shares reported held*
$67.1mreported value*
13 new 17 added 22 reduced 7 sold out net sold ≈ $836.0k (-30.6k 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 ≈ $27.33.

Trends to Q1 2026

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: 59Q1 26: 6565Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 202665

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q2 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 25Q4 25: 12 bought or addedQ4 25: 36 cut or sold outQ1 26: 30 bought or addedQ1 26: 29 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20243712
Q3 20241831
Q4 20242120
Q1 20252528
Q2 20253525
Q3 20251633
Q4 20251236
Q1 20263029

Biggest buyers

BIP Wealth, LLC New +298,593+298.6k
Spectrum Asset Management, Inc. (NB/CA) New +250,672+250.7k
RAYMOND JAMES FINANCIAL INC Added +32,869+32.9k
CITADEL ADVISORS LLC New +31,837+31.8k
Janney Montgomery Scott LLC New +25,000+25.0k
Maia Wealth LLC New +21,643+21.6k
Kovack Advisors, Inc. New +17,973+18.0k
Signature Equity Partners, LLC New +15,643+15.6k
Kestra Advisory Services, LLC Added +15,296+15.3k
COMMONWEALTH EQUITY SERVICES, LLC Added +14,899+14.9k

Biggest sellers

MGO ONE SEVEN LLC Sold out -355,527-355.5k
OGOREK ANTHONY JOSEPH /NY/ /ADV Reduced -311,114-311.1k
Advisory Services Network, LLC Reduced -50,408-50.4k
SOA Wealth Advisors, LLC. Reduced -25,531-25.5k
OSAIC HOLDINGS, INC. Reduced -17,458-17.5k
Westwood Wealth Management Sold out -15,055-15.1k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -9,837-9.8k
Cambridge Investment Research Advisors, Inc. Reduced -9,386-9.4k
Maltin Wealth Management, Inc. Sold out -8,864-8.9k
HRT FINANCIAL LP Sold out -8,430-8.4k

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, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BIP Wealth, LLC 0.33% of their portfolio ATLANTA, GA 298,593298.6k $8.2m $8.2m 0.33% New
2 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 267,092267.1k $7.3m $7.3m 0.01% Added +14.9k +14,899
3 Spectrum Asset Management, Inc. (NB/CA) 2.18% of their portfolio NEWPORT BEACH, CA 250,672250.7k $6.9m $6.9m 2.18% New
4 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 210,816210.8k $5.8m $5.8m 0.00% Added +32.9k +32,869
5 Legacy Capital Wealth Partners, LLC 0.88% of their portfolio LITTLE ROCK, AR 159,621159.6k $4.3m $4.3m 0.88% Added +5.6k +5,611
6 OGOREK ANTHONY JOSEPH /NY/ /ADV 1.16% of their portfolio WILLIAMSVILLE, NY 154,267154.3k $4.2m $4.2m 1.16% Reduced -311.1k -311,114
7 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 110,644110.6k $3.0m $3.0m 0.01% Reduced -9.4k -9,386
8 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 109,213109.2k $3.0m $3.0m 0.00% Added +7.7k +7,691
9 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 99,12699.1k $2.7m $2.7m 0.00% Reduced -17.5k -17,458
10 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 48,50948.5k $1.3m $1.3m 0.00% Reduced -1.6k -1,554
11 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 41,43241.4k $1.1m $1.1m 0.00% Added +15.3k +15,296
12 Visionary Wealth Advisors 0.05% of their portfolio O'FALLON, IL 40,80040.8k $1.1m $1.1m 0.05% Reduced -4.0k -3,965
13 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 31,83731.8k $870.8k $870.8k 0.00% New
14 Ifrah Financial Services, Inc. 0.23% of their portfolio Little Rock, AR 31,48831.5k $861.3k $861.3k 0.23% Reduced -954 -954
15 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 29,62929.6k $815.7k $815.7k 0.00% Added +13.7k +13,716
16 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 28,44328.4k $778.0k $778.0k 0.02% Added +8.7k +8,659
17 Main Street Financial Solutions, LLC 0.05% of their portfolio NEWTOWN, PA 26,63626.6k $728.6k $728.6k 0.05% Added +3.0k +3,025
18 SOA Wealth Advisors, LLC. 0.13% of their portfolio NEW YORK, NY 25,66225.7k $701.9k $701.9k 0.13% Reduced -25.5k -25,531
19 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 25,00025.0k $684.0k $684.0k 0.00% New
20 SILVER OAK SECURITIES, INCORPORATED 0.05% of their portfolio JACKSON, TN 23,52123.5k $643.4k $643.4k 0.05% Added +1.2k +1,180
21 Anfield Capital Management, LLC 0.17% of their portfolio IRVINE, CA 22,19022.2k $606.9k $606.9k 0.17% Reduced -185 -185
22 Maia Wealth LLC 0.10% of their portfolio DENVER, CO 21,64321.6k $592.0k $592.0k 0.10% New
23 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 20,45620.5k $559.5k $559.5k 0.01% Reduced -500 -500
24 Crusonia Wealth Advisors LLC 0.11% of their portfolio DENVER, CO 20,36120.4k $556.9k $556.9k 0.11% Unchanged
25 Fragasso Financial Advisors Inc 0.03% of their portfolio SEWICKLEY, PA 20,17620.2k $557.1k $557.1k 0.03% Added +7.0k +6,966
26 Claro Advisors Inc. 0.07% of their portfolio BOSTON, MA 20,16120.2k $551.4k $551.4k 0.07% Reduced -471 -471
27 Clear Point Advisors Inc. 0.40% of their portfolio MELVILLE, NY 18,97319.0k $519.0k $519.0k 0.40% Reduced -437 -437
28 Kovack Advisors, Inc. 0.03% of their portfolio FT. LAUDERDALE, FL 17,97318.0k $494.4k $494.4k 0.03% New
29 Avidian Wealth Enterprises, LLC 0.01% of their portfolio Houston, TX 17,26917.3k $472.3k $472.3k 0.01% Unchanged
30 Signature Equity Partners, LLC 0.23% of their portfolio COLUMBUS, OH 15,64315.6k $427.9k $427.9k 0.23% New
31 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 15,23715.2k $416.8k $416.8k 0.00% Reduced -400 -400
32 Lionshead Wealth Management, LLC 0.30% of their portfolio New York, NY 15,05515.1k $411.8k $411.8k 0.30% Unchanged
33 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 15,02815.0k $411.0k $411.0k 0.00% Unchanged
34 Diligent Investors, LLC 0.09% of their portfolio REDLANDS, CA 13,94613.9k $381.5k $381.5k 0.09% Added +41 +41
35 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 12,89312.9k $352.7k $352.7k 0.00% Unchanged
36 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 12,07412.1k $330.2k $330.2k 0.00% Reduced -1.0k -1,000
37 Spire Wealth Management 0.01% of their portfolio MCLEAN, VA 11,98812.0k $327.9k $327.9k 0.01% Unchanged
38 WINNACLE WEALTH LLC 0.25% of their portfolio WACO, TX 11,75711.8k $321.6k $321.6k 0.25% Reduced -1.6k -1,576
39 Mariner, LLC 0.00% of their portfolio Overland Park, KS 10,87510.9k $297.5k $297.5k 0.00% Reduced -2.6k -2,590
40 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 10,76510.8k $294.0k $294.0k 0.00% Added +1.9k +1,859
41 DHJJ Financial Advisors, Ltd. 0.09% of their portfolio NAPERVILLE, IL 10,21210.2k $279.3k $279.3k 0.09% Reduced -145 -145
42 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 9,8999.9k $270.8k $270.8k 0.00% New
43 Arkadios Wealth Advisors 0.00% of their portfolio ATLANTA, GA 9,8139.8k $268.4k $268.4k 0.00% Reduced -420 -420
44 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 9,2359.2k $253.0k $253.0k 0.01% New
45 Grantvest Financial Group LLC 0.16% of their portfolio MATAWAN, NJ 8,9679.0k $245.3k $245.3k 0.16% Added +43 +43
46 Ignite Planners, LLC 0.04% of their portfolio SAN CLEMENTE, CA 8,7558.8k $239.5k $239.5k 0.04% Added +400 +400
47 Sloy Dahl & Holst, LLC 0.03% of their portfolio Vancouver, WA 8,5008.5k $232.5k $232.5k 0.03% Unchanged
48 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 7,9477.9k $217.4k $217.4k 0.00% Unchanged
49 Balboa Wealth Partners 0.03% of their portfolio SCOTTSDALE, AZ 7,4387.4k $203.4k $203.4k 0.03% New
50 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 7,1667.2k $196.0k $196.0k 0.00% Unchanged
51 Sunbelt Securities, Inc. 0.01% of their portfolio HOUSTON, TX 6,5016.5k $177.8k $177.8k 0.01% Added +2.8k +2,819
52 Integrity Financial Corp /WA 0.07% of their portfolio JACKSON, WY 4,8294.8k $132.1k $132.1k 0.07% Reduced -220 -220
53 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 4,0004.0k $110.3k $110.3k 0.00% Unchanged
54 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 3,7283.7k $102.0k $102.0k 0.00% Added +1.0k +1,031
55 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 3,0963.1k $85.0k $85.0k 0.00% Unchanged
56 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 2,3372.3k $63.9k $63.9k 0.00% Added +352 +352
57 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,7181.7k $46.2k $46.2k 0.00% New
58 LM Advisors LLC 0.32% of their portfolio SAN DIEGO, CA 1,5751.6k $57.6k $57.6k 0.32% Reduced -11 -11
59 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,0001.0k $27.4k $27.4k 0.00% Unchanged
60 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.00% of their portfolio BLUE BELL, PA 400400 $10.9k $10.9k 0.00% New
61 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 320320 $8.8k $8.8k 0.00% Reduced -50.4k -50,408
62 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 105105 $2.9k $2.9k 0.00% New
63 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 1010 $274 $274 0.00% Reduced -98 -98
64 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 77 $191 $191 0.00% Unchanged
65 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 55 $135 $135 0.00% Reduced -49 -49