Vault-13

FIRST TR EXCHNG TRADED FD VI YMAR

FT VEST INTER EQ · ETP · CUSIP 33740F573

69 institutional holders +4 vs Q1 2026
2,941,6262.9m shares reported held*
$84.2mreported value*
10 new 16 added 24 reduced 5 sold out net bought ≈ $14.7m (+514.8k 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 ≈ $28.63.

Trends to Q2 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: 65Q2 26: 6969Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 202669

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q3 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 25Q1 26: 30 bought or addedQ1 26: 29 cut or sold outQ2 26: 26 bought or addedQ2 26: 29 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20241831
Q4 20242120
Q1 20252528
Q2 20253525
Q3 20251633
Q4 20251236
Q1 20263029
Q2 20262629

Biggest buyers

Modern Wealth Management, LLC New +362,437+362.4k
COMMONWEALTH EQUITY SERVICES, LLC Added +111,285+111.3k
LM Advisors LLC Added +53,284+53.3k
Janney Montgomery Scott LLC Added +19,200+19.2k
SILVER OAK SECURITIES, INCORPORATED Added +18,060+18.1k
CAPTRUST FINANCIAL ADVISORS New +12,877+12.9k
HBW ADVISORY SERVICES LLC New +10,824+10.8k
BIP Wealth, LLC Added +10,293+10.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +9,536+9.5k
ENVESTNET ASSET MANAGEMENT INC Added +7,237+7.2k

Biggest sellers

OSAIC HOLDINGS, INC. Reduced -41,983-42.0k
RAYMOND JAMES FINANCIAL INC Reduced -21,093-21.1k
Clear Point Advisors Inc. Sold out -18,973-19.0k
CITADEL ADVISORS LLC Reduced -16,050-16.1k
Mariner, LLC Sold out -10,875-10.9k
Kovack Advisors, Inc. Reduced -4,347-4.3k
Kestra Advisory Services, LLC Reduced -3,619-3.6k
Rockefeller Capital Management L.P. Reduced -1,963-2.0k
Brookstone Capital Management Reduced -1,771-1.8k
PARK AVENUE SECURITIES LLC Reduced -1,754-1.8k

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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 378,377378.4k $10.8m $10.8m 0.01% Added +111.3k +111,285
2 Modern Wealth Management, LLC 0.12% of their portfolio KANSAS CITY, MO 362,437362.4k $10.4m $10.4m 0.12% New
3 BIP Wealth, LLC 0.25% of their portfolio ATLANTA, GA 308,886308.9k $8.9m $8.9m 0.25% Added +10.3k +10,293
4 Spectrum Asset Management, Inc. (NB/CA) 2.01% of their portfolio NEWPORT BEACH, CA 252,509252.5k $7.2m $7.2m 2.01% Added +1.8k +1,837
5 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 189,723189.7k $5.4m $5.4m 0.00% Reduced -21.1k -21,093
6 Legacy Capital Wealth Partners, LLC 0.88% of their portfolio LITTLE ROCK, AR 162,062162.1k $4.6m $4.6m 0.88% Added +2.4k +2,441
7 OGOREK ANTHONY JOSEPH /NY/ /ADV 1.09% of their portfolio WILLIAMSVILLE, NY 153,873153.9k $4.4m $4.4m 1.09% Reduced -394 -394
8 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 114,004114.0k $3.3m $3.3m 0.00% Added +4.8k +4,791
9 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 111,086111.1k $3.2m $3.2m 0.00% Added +442 +442
10 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 57,14357.1k $1.6m $1.6m 0.00% Reduced -42.0k -41,983
11 LM Advisors LLC 0.18% of their portfolio SAN DIEGO, CA 54,85954.9k $1.6m $1.6m 0.18% Added +53.3k +53,284
12 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 47,18447.2k $1.4m $1.4m 0.00% Reduced -1.3k -1,325
13 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 44,20044.2k $1.3m $1.3m 0.00% Added +19.2k +19,200
14 SILVER OAK SECURITIES, INCORPORATED 0.07% of their portfolio JACKSON, TN 41,58141.6k $1.2m $1.2m 0.07% Added +18.1k +18,060
15 Visionary Wealth Advisors 0.05% of their portfolio O'FALLON, IL 40,20140.2k $1.2m $1.2m 0.05% Reduced -599 -599
16 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 37,81337.8k $1.1m $1.1m 0.00% Reduced -3.6k -3,619
17 OLD MISSION CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 34,43534.4k $986.8k $986.8k 0.03% Added +6.0k +5,992
18 Ifrah Financial Services, Inc. 0.22% of their portfolio Little Rock, AR 31,27731.3k $896.3k $896.3k 0.22% Reduced -211 -211
19 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 30,41730.4k $874.5k $874.5k 0.00% Added +788 +788
20 SOA Wealth Advisors, LLC. 0.13% of their portfolio NEW YORK, NY 26,67026.7k $764.3k $764.3k 0.13% Added +1.0k +1,008
21 Main Street Financial Solutions, LLC 0.05% of their portfolio NEWTOWN, PA 26,63626.6k $763.3k $763.3k 0.05% Unchanged
22 Maia Wealth LLC 0.09% of their portfolio DENVER, CO 21,47521.5k $615.4k $615.4k 0.09% Reduced -168 -168
23 Fragasso Financial Advisors Inc 0.03% of their portfolio SEWICKLEY, PA 20,36820.4k $583.7k $583.7k 0.03% Added +192 +192
24 Crusonia Wealth Advisors LLC 0.10% of their portfolio DENVER, CO 20,36120.4k $583.5k $583.5k 0.10% Unchanged
25 Claro Advisors Inc. 0.06% of their portfolio BOSTON, MA 19,97120.0k $572.3k $572.3k 0.06% Reduced -190 -190
26 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 18,68518.7k $535.4k $535.4k 0.01% Reduced -1.8k -1,771
27 Avidian Wealth Enterprises, LLC 0.01% of their portfolio Houston, TX 17,26917.3k $494.9k $494.9k 0.01% Unchanged
28 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 17,13617.1k $491.1k $491.1k 0.00% Added +7.2k +7,237
29 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 15,78715.8k $452.4k $452.4k 0.00% Reduced -16.1k -16,050
30 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 15,23715.2k $436.6k $436.6k 0.00% Unchanged
31 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 15,02815.0k $430.6k $430.6k 0.00% Unchanged
32 Lionshead Wealth Management, LLC 0.28% of their portfolio New York, NY 14,80514.8k $424.3k $424.3k 0.28% Reduced -250 -250
33 Diligent Investors, LLC 0.09% of their portfolio REDLANDS, CA 13,94613.9k $399.6k $399.6k 0.09% Unchanged
34 Signature Equity Partners, LLC 0.18% of their portfolio COLUMBUS, OH 13,90813.9k $398.6k $398.6k 0.18% Reduced -1.7k -1,735
35 Kovack Advisors, Inc. 0.02% of their portfolio FT. LAUDERDALE, FL 13,62613.6k $390.0k $390.0k 0.02% Reduced -4.3k -4,347
36 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 12,89312.9k $369.5k $369.5k 0.00% Unchanged
37 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 12,87712.9k $369.0k $369.0k 0.00% New
38 WINNACLE WEALTH LLC 0.22% of their portfolio WACO, TX 11,49611.5k $329.4k $329.4k 0.22% Reduced -261 -261
39 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 11,07411.1k $317.3k $317.3k 0.00% Reduced -1.0k -1,000
40 Spire Wealth Management 0.01% of their portfolio MCLEAN, VA 10,98811.0k $314.9k $314.9k 0.01% Reduced -1.0k -1,000
41 Grantvest Financial Group LLC 0.18% of their portfolio MATAWAN, NJ 10,91710.9k $312.8k $312.8k 0.18% Added +1.9k +1,950
42 HBW ADVISORY SERVICES LLC 0.03% of their portfolio SIMI VALLEY, CA 10,82410.8k $310.2k $310.2k 0.03% New
43 DHJJ Financial Advisors, Ltd. 0.08% of their portfolio NAPERVILLE, IL 10,21210.2k $292.6k $292.6k 0.08% Unchanged
44 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 9,5369.5k $273.3k $273.3k 0.00% New
45 Arkadios Wealth Advisors 0.00% of their portfolio ATLANTA, GA 9,4849.5k $271.8k $271.8k 0.00% Reduced -329 -329
46 Ignite Planners, LLC 0.04% of their portfolio SAN CLEMENTE, CA 9,4809.5k $271.7k $271.7k 0.04% Added +725 +725
47 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 9,2359.2k $265.0k $265.0k 0.01% Unchanged
48 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 9,0119.0k $258.0k $258.0k 0.00% Reduced -1.8k -1,754
49 Sloy Dahl & Holst, LLC 0.03% of their portfolio Vancouver, WA 8,5008.5k $243.6k $243.6k 0.03% Unchanged
50 Balboa Wealth Partners 0.03% of their portfolio SCOTTSDALE, AZ 7,4387.4k $213.1k $213.1k 0.03% Unchanged
51 BFI Wealth Solutions, LLC 0.15% of their portfolio DALLAS, TX 7,0007.0k $200.6k $200.6k 0.15% New
52 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 6,5526.6k $187.8k $187.8k 0.00% Reduced -1.4k -1,395
53 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 5,2035.2k $149.1k $149.1k 0.00% Reduced -2.0k -1,963
54 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 4,0004.0k $114.6k $114.6k 0.00% Unchanged
55 Integrity Financial Corp /WA 0.05% of their portfolio JACKSON, WY 3,8313.8k $109.8k $109.8k 0.05% Reduced -998 -998
56 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 3,3003.3k $94.6k $94.6k 0.00% Reduced -428 -428
57 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 3,0963.1k $89.0k $89.0k 0.00% Unchanged
58 FIDUCIARY FINANCIAL ADVISORS 0.01% of their portfolio GRAND RAPIDS, MI 3,0253.0k $86.7k $86.7k 0.01% New
59 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 2,6572.7k $76.2k $76.2k 0.00% New
60 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 2,2982.3k $65.9k $65.9k 0.00% Reduced -39 -39
61 Buck Wealth Strategies, LLC 0.00% of their portfolio DENVER, CO 1,2201.2k $35.0k $35.0k 0.00% New
62 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,0001.0k $28.7k $28.7k 0.00% Unchanged
63 VIMA LLC 0.01% of their portfolio TROY, MI 476476 $13.6k $13.6k 0.01% First filing
64 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 400400 $11.5k $11.5k 0.00% New
65 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.00% of their portfolio BLUE BELL, PA 400400 $11.5k $11.5k 0.00% Unchanged
66 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 206206 $5.9k $5.9k 0.00% New
67 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 1010 $287 $287 0.00% Unchanged
68 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 77 $201 $201 0.00% Unchanged
69 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 55 $143 $143 0.00% Unchanged