Vault-13

FIRST TR EXCHNG TRADED FD VI QMAR

FT VEST NAS · ETP · CUSIP 33740F581

85 institutional holders +12 vs Q1 2024
6,450,9536.5m shares reported held*
$166.4mreported value*
22 new 39 added 13 reduced 9 sold out net sold ≈ $30.7m (-991.9k 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 ≈ $25.79.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 35Q4 22: 31Q1 23: 37Q2 23: 59Q3 23: 53Q4 23: 52Q1 24: 73Q2 24: 8585Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 202235
Q4 202231
Q1 202337
Q2 202359
Q3 202353
Q4 202352
Q1 202473
Q2 202485

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 22: 6 bought or addedQ4 22: 19 cut or sold outQ4 22Q1 23: 24 bought or addedQ1 23: 13 cut or sold outQ2 23: 44 bought or addedQ2 23: 11 cut or sold outQ2 23Q3 23: 17 bought or addedQ3 23: 34 cut or sold outQ4 23: 12 bought or addedQ4 23: 35 cut or sold outQ4 23Q1 24: 48 bought or addedQ1 24: 24 cut or sold outQ2 24: 61 bought or addedQ2 24: 22 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 2022619
Q1 20232413
Q2 20234411
Q3 20231734
Q4 20231235
Q1 20244824
Q2 20246122

Biggest buyers

Raymond James Financial Services Advisors, Inc. Added +544,609+544.6k
RAYMOND JAMES & ASSOCIATES Added +207,654+207.7k
COMMONWEALTH EQUITY SERVICES, LLC Added +162,967+163.0k
LexAurum Advisors, LLC Added +107,776+107.8k
Ignite Planners, LLC New +101,407+101.4k
LIBERTY WEALTH MANAGEMENT LLC New +87,158+87.2k
CITADEL ADVISORS LLC New +53,905+53.9k
WORLD EQUITY GROUP, INC. New +41,467+41.5k
FWG Investments, LLC. Added +39,680+39.7k
Prosperity Financial Group, Inc. New +37,012+37.0k

Biggest sellers

Sequent Planning LLC Reduced -2,140,194-2.1m
JANE STREET GROUP, LLC Sold out -234,121-234.1k
ODonnell Financial Services, LLC Reduced -216,413-216.4k
EWG Elevate Inc. Sold out -187,972-188.0k
RiverTree Advisors, LLC Reduced -43,203-43.2k
LPL Financial LLC Reduced -28,796-28.8k
Regal Investment Advisors LLC Reduced -18,653-18.7k
LINCOLN NATIONAL CORP Sold out -15,106-15.1k
PFG Investments, LLC Sold out -11,095-11.1k
AE Wealth Management LLC Sold out -10,651-10.7k

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 +2.3 pts · filed 2026-10-27 68.7% +2.3 pts 10.9m≈ $406.8m 2026-10-27

Holders, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Raymond James Financial Services Advisors, Inc. 0.03% of their portfolio ST. PETERSBURG, FL 664,955665.0k $18.6m $18.6m 0.03% Added +544.6k +544,609
2 Outlook Wealth Advisors, LLC 0.76% of their portfolio SHENANDOAH, TX 504,906504.9k $2.4m $2.4m 0.76% Added +18.4k +18,404
3 TRUIST FINANCIAL CORP 0.02% of their portfolio CHARLOTTE, NC 399,684399.7k $11.2m $11.2m 0.02% Added +5.1k +5,086
4 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 305,661305.7k $8.6m $8.6m 0.02% Added +25.1k +25,137
5 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 305,580305.6k $8.6m $8.6m 0.03% Reduced -4.3k -4,328
6 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 297,174297.2k $8.3m $8.3m 0.01% Added +163.0k +162,967
7 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 294,001294.0k $8.2m $8.2m 0.02% Reduced -8.7k -8,737
8 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 241,521241.5k $6.8m $6.8m 0.00% Added +207.7k +207,654
9 Sequent Planning LLC 2.31% of their portfolio OMAHA, NE 240,229240.2k $6.7m $6.7m 2.31% Reduced -2.1m -2,140,194
10 Kaye Capital Management 2.79% of their portfolio EL SEGUNDO, CA 237,109237.1k $6.6m $6.6m 2.79% Added +21.1k +21,107
11 Atria Wealth Solutions, Inc. 0.06% of their portfolio NEW YORK, NY 201,796201.8k $5.6m $5.6m 0.06% Added +7.2k +7,162
12 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 191,936191.9k $5.4m $5.4m 0.00% Added +19.5k +19,536
13 Luken Investment Analytics, LLC 2.52% of their portfolio BRENTWOOD, TN 179,022179.0k $5.0m $5.0m 2.52% Added +22.3k +22,340
14 ODonnell Financial Services, LLC 2.15% of their portfolio SAN RAFAEL, CA 173,046173.0k $4.8m $4.8m 2.15% Reduced -216.4k -216,413
15 LexAurum Advisors, LLC 0.84% of their portfolio OVERLAND PARK, KS 123,209123.2k $3.4m $3.4m 0.84% Added +107.8k +107,776
16 Regal Investment Advisors LLC 0.19% of their portfolio KENTWOOD, MI 102,559102.6k $2.9m $2.9m 0.19% Reduced -18.7k -18,653
17 Ignite Planners, LLC 0.70% of their portfolio SAN CLEMENTE, CA 101,407101.4k $2.9m $2.9m 0.70% New
18 RiverTree Advisors, LLC 1.91% of their portfolio WINTER PARK, FL 99,68999.7k $2.8m $2.8m 1.91% Reduced -43.2k -43,203
19 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 87,60087.6k $2.5m $2.5m 0.01% Unchanged
20 LIBERTY WEALTH MANAGEMENT LLC 0.00% of their portfolio OAKLAND, CA 87,15887.2k $87 $87 0.00% New
21 Sloy Dahl & Holst, LLC 0.51% of their portfolio Vancouver, WA 86,25086.2k $2.4m $2.4m 0.51% Unchanged
22 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 75,69075.7k $2.1m $2.1m 0.00% Reduced -28.8k -28,796
23 STEPHENS INC /AR/ 0.03% of their portfolio LITTLE ROCK, AR 74,57474.6k $2.1m $2.1m 0.03% Added +2.2k +2,220
24 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.12% of their portfolio BIRMINGHAM, AL 68,09668.1k $1.9m $1.9m 0.12% Added +8.0k +7,983
25 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 66,72166.7k $1.9m $1.9m 0.02% Added +3.0k +3,046
26 HARBOUR INVESTMENTS, INC. 0.06% of their portfolio MADISON, WI 59,52959.5k $1.7m $1.7m 0.06% Added +1.6k +1,586
27 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 56,71956.7k $1.6m $1.6m 0.01% Added +16.9k +16,921
28 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 53,90553.9k $1.5m $1.5m 0.00% New
29 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 52,36052.4k $1.5m $1.5m 0.00% Added +25.1k +25,060
30 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 51,17451.2k $1.4m $1.4m 0.01% Added +6.3k +6,276
31 FWG Investments, LLC. 1.40% of their portfolio LEXINGTON, KY 49,49749.5k $1.4m $1.4m 1.40% Added +39.7k +39,680
32 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 49,47249.5k $1.4m $1.4m 0.01% Added +13.1k +13,119
33 WORLD EQUITY GROUP, INC. 0.35% of their portfolio SCHAUMBURG, IL 41,46741.5k $1.2m $1.2m 0.35% New
34 Main Street Financial Solutions, LLC 0.11% of their portfolio NEWTOWN, PA 40,03040.0k $1.1m $1.1m 0.11% Unchanged
35 Mariner, LLC 0.00% of their portfolio Overland Park, KS 38,72338.7k $1.1m $1.1m 0.00% Added +1.8k +1,815
36 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 38,51638.5k $1.1m $1.1m 0.00% Added +15.5k +15,499
37 Prosperity Financial Group, Inc. 0.65% of their portfolio San Ramon, CA 37,01237.0k $1.0m $1.0m 0.65% New
38 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.04% of their portfolio RICHMOND, VA 36,19036.2k $1.0m $1.0m 0.04% New
39 Foguth Wealth Management, LLC. 0.43% of their portfolio BRIGHTON, MI 34,82134.8k $974.3k $974.3k 0.43% New
40 Keystone Wealth Services, LLC 0.30% of their portfolio PALM DESERT, CA 34,09434.1k $954.0k $954.0k 0.30% Added +20.5k +20,543
41 1776 Wealth LLC 0.40% of their portfolio ATLANTA, GA 31,79031.8k $889.5k $889.5k 0.40% Added +2.2k +2,209
42 DHJJ Financial Advisors, Ltd. 0.35% of their portfolio NAPERVILLE, IL 29,63129.6k $829.1k $829.1k 0.35% Added +13.1k +13,078
43 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 29,29029.3k $819.5k $819.5k 0.00% New
44 Sowell Financial Services LLC 0.04% of their portfolio NORTH LITTLE ROCK, AR 28,65228.7k $784.0k $784.0k 0.04% Reduced -5.1k -5,140
45 Ameritas Advisory Services, LLC 0.03% of their portfolio Lincoln, NE 24,25224.3k $678.6k $678.6k 0.03% Added +2.9k +2,858
46 SMART Wealth LLC 0.26% of their portfolio Omaha, NE 23,40823.4k $655.0k $655.0k 0.26% Added +9.0k +9,025
47 Arkadios Wealth Advisors 0.04% of their portfolio ATLANTA, GA 23,38123.4k $654.2k $654.2k 0.04% Reduced -1.4k -1,355
48 INSIGNEO ADVISORY SERVICES, LLC 0.07% of their portfolio MIAMI, FL 22,71622.7k $598.8k $598.8k 0.07% New
49 1ST SOURCE BANK 0.04% of their portfolio SOUTH BEND, IN 22,50022.5k $629.5k $629.5k 0.04% Unchanged
50 Spire Wealth Management 0.02% of their portfolio MCLEAN, VA 22,46622.5k $628.6k $628.6k 0.02% Added +6.7k +6,684
51 SILVER OAK SECURITIES, INCORPORATED 0.09% of their portfolio JACKSON, TN 21,93021.9k $613.6k $613.6k 0.09% Added +8.3k +8,254
52 Kingsview Wealth Management, LLC 0.01% of their portfolio GRANTS PASS, OR 18,87918.9k $528.2k $528.2k 0.01% New
53 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 18,86918.9k $528.0k $528.0k 0.00% Added +7.7k +7,652
54 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 18,74518.7k $524.5k $524.5k 0.01% Added +3.6k +3,620
55 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 17,48517.5k $489.2k $489.2k 0.00% Unchanged
56 Redhawk Wealth Advisors, Inc. 0.07% of their portfolio MINNEAPOLIS, MN 16,73816.7k $468.3k $468.3k 0.07% Added +3.0k +2,951
57 Clear Creek Financial Management, LLC 0.06% of their portfolio SILVERDALE, WA 16,52916.5k $462.5k $462.5k 0.06% New
58 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 16,37016.4k $458.0k $458.0k 0.01% New
59 WESPAC Advisors SoCal, LLC 0.11% of their portfolio Pasadena, CA 15,33015.3k $428.9k $428.9k 0.11% New
60 United Advisor Group, LLC 0.13% of their portfolio CINCINNATI, OH 14,80714.8k $414.3k $414.3k 0.13% New
61 Consolidated Portfolio Review Corp 0.08% of their portfolio WOODBURY, NY 12,92012.9k $361.5k $361.5k 0.08% Added +1.8k +1,825
62 StoneX Group Inc. 0.03% of their portfolio NEW YORK, NY 11,70011.7k $327.4k $327.4k 0.03% New
63 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 11,52311.5k $322.0k $322.0k 0.00% New
64 Harvest Investment Services, LLC 0.12% of their portfolio Oakbrook Terrace, IL 10,40810.4k $291.2k $291.2k 0.12% New
65 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 9,8019.8k $269.7k $269.7k 0.01% Unchanged
66 Savvy Advisors, Inc. 0.09% of their portfolio NEW YORK, NY 9,6739.7k $270.7k $270.7k 0.09% Added +1.5k +1,519
67 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 9,5189.5k $266.0k $266.0k 0.00% New
68 FLAGSTAR SECURITIES, INC 0.07% of their portfolio New York, NY 8,9669.0k $250.9k $250.9k 0.07% Added +1.0k +1,003
69 Integrity Financial Corp /WA 0.15% of their portfolio JACKSON, WY 8,4178.4k $235.5k $235.5k 0.15% Added +5.2k +5,192
70 LANARK FINANCIAL, INC. 0.02% of their portfolio BIRMINGHAM, AL 7,2777.3k $203.0k $203.0k 0.02% New
71 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 6,9807.0k $195.3k $195.3k 0.01% Reduced -1.1k -1,085
72 Capital Analysts, LLC 0.01% of their portfolio FORT WASHINGTON, PA 6,2636.3k $175.0k $175.0k 0.01% Unchanged
73 Sunbelt Securities, Inc. 0.01% of their portfolio HOUSTON, TX 4,0774.1k $114.1k $114.1k 0.01% New
74 SOA Wealth Advisors, LLC. 0.02% of their portfolio NEW YORK, NY 3,4033.4k $95.2k $95.2k 0.02% Added +2.8k +2,830
75 Capital Investment Advisory Services, LLC 0.01% of their portfolio RALEIGH, NC 2,8242.8k $79.0k $79.0k 0.01% Added +698 +698
76 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 2,4462.4k $68.4k $68.4k 0.00% Added +2.0k +2,000
77 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 1,8221.8k $51.0k $51.0k 0.00% New
78 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,7951.8k $50.2k $50.2k 0.00% Unchanged
79 CIBC Private Wealth Group LLC 0.00% of their portfolio ATLANTA, GA 1,1001.1k $31.3k $31.3k 0.00% New
80 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 1,0001.0k $28.0k $28.0k 0.00% Unchanged
81 Wagner Wealth Management, LLC 0.01% of their portfolio GREENVILLE, SC 856856 $24.0k $24.0k 0.01% Unchanged
82 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 641641 $17.9k $17.9k 0.00% Reduced -38 -38
83 UBS Group AG 0.00% of their portfolio ZURICH, V8 568568 $15.9k $15.9k 0.00% Reduced -4.7k -4,709
84 AlphaMark Advisors, LLC 0.00% of their portfolio FT. WRIGHT, KY 125125 $3.0k $3.0k 0.00% Unchanged
85 EPG Wealth Management LLC 0.01% of their portfolio ATLANTA, GA 00 $32.2k $32.2k 0.01% Reduced -1.2k -1,151