Vault-13

FIRST TR EXCHNG TRADED FD VI QMAR

FT VEST NAS · ETP · CUSIP 33740F581

85 institutional holders +0 vs Q2 2024
5,260,6725.3m shares reported held*
$150.6mreported value*
8 new 15 added 41 reduced 9 sold out net sold ≈ $31.6m (-1.2m 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 Q3 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: 85Q3 24: 8585Q3 22Q1 23Q3 23Q1 24Q3 24
Numbers
QuarterHolders
Q3 202235
Q4 202231
Q1 202337
Q2 202359
Q3 202353
Q4 202352
Q1 202473
Q2 202485
Q3 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 outQ1 23: 24 bought or addedQ1 23: 13 cut or sold outQ1 23Q2 23: 44 bought or addedQ2 23: 11 cut or sold outQ3 23: 17 bought or addedQ3 23: 34 cut or sold outQ3 23Q4 23: 12 bought or addedQ4 23: 35 cut or sold outQ1 24: 48 bought or addedQ1 24: 24 cut or sold outQ1 24Q2 24: 61 bought or addedQ2 24: 22 cut or sold outQ3 24: 23 bought or addedQ3 24: 50 cut or sold outQ3 24
Numbers
QuarterBought or addedCut or sold out
Q4 2022619
Q1 20232413
Q2 20234411
Q3 20231734
Q4 20231235
Q1 20244824
Q2 20246122
Q3 20242350

Biggest buyers

JPMORGAN CHASE & CO New +26,772+26.8k
Signal Advisors Wealth, LLC New +23,220+23.2k
UPTICK PARTNERS, LLC New +20,894+20.9k
Outlook Wealth Advisors, LLC Added +17,606+17.6k
JANE STREET GROUP, LLC New +12,889+12.9k
Harvest Investment Services, LLC Added +9,655+9.7k
Brookstone Capital Management New +8,340+8.3k
HRT FINANCIAL LP New +8,000+8.0k
SMART Wealth LLC Added +7,920+7.9k
Prosperity Financial Group, Inc. Added +7,442+7.4k

Biggest sellers

Raymond James Financial Services Advisors, Inc. Reduced -257,315-257.3k
Kaye Capital Management Reduced -212,975-213.0k
Luken Investment Analytics, LLC Reduced -150,186-150.2k
LexAurum Advisors, LLC Sold out -123,209-123.2k
LIBERTY WEALTH MANAGEMENT LLC Sold out -87,158-87.2k
Cetera Investment Advisers Reduced -49,502-49.5k
OSAIC HOLDINGS, INC. Reduced -47,268-47.3k
Atria Wealth Solutions, Inc. Reduced -41,434-41.4k
Regal Investment Advisors LLC Reduced -40,753-40.8k
ODonnell Financial Services, LLC Reduced -35,075-35.1k

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

Holders, Q3 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Outlook Wealth Advisors, LLC 4.30% of their portfolio SHENANDOAH, TX 522,512522.5k $15.0m $15.0m 4.30% Added +17.6k +17,606
2 Raymond James Financial Services Advisors, Inc. 0.02% of their portfolio ST. PETERSBURG, FL 407,640407.6k $11.7m $11.7m 0.02% Reduced -257.3k -257,315
3 TRUIST FINANCIAL CORP 0.02% of their portfolio CHARLOTTE, NC 398,524398.5k $11.4m $11.4m 0.02% Reduced -1.2k -1,160
4 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 312,980313.0k $9.0m $9.0m 0.03% Added +7.4k +7,400
5 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 273,238273.2k $7.8m $7.8m 0.01% Reduced -23.9k -23,936
6 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 256,159256.2k $7.3m $7.3m 0.02% Reduced -49.5k -49,502
7 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 246,733246.7k $7.1m $7.1m 0.02% Reduced -47.3k -47,268
8 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 229,509229.5k $6.6m $6.6m 0.00% Reduced -12.0k -12,012
9 Sequent Planning LLC 2.19% of their portfolio OMAHA, NE 221,628221.6k $6.3m $6.3m 2.19% Reduced -18.6k -18,601
10 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 189,452189.5k $5.4m $5.4m 0.00% Reduced -2.5k -2,484
11 Atria Wealth Solutions, Inc. 0.05% of their portfolio NEW YORK, NY 160,362160.4k $4.6m $4.6m 0.05% Reduced -41.4k -41,434
12 ODonnell Financial Services, LLC 1.61% of their portfolio SAN RAFAEL, CA 137,971138.0k $4.0m $4.0m 1.61% Reduced -35.1k -35,075
13 Ignite Planners, LLC 0.67% of their portfolio SAN CLEMENTE, CA 102,187102.2k $2.9m $2.9m 0.67% Added +780 +780
14 RiverTree Advisors, LLC 1.84% of their portfolio WINTER PARK, FL 94,94594.9k $2.7m $2.7m 1.84% Reduced -4.7k -4,744
15 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 85,80085.8k $2.5m $2.5m 0.01% Reduced -1.8k -1,800
16 Sloy Dahl & Holst, LLC 0.41% of their portfolio Vancouver, WA 83,99584.0k $2.4m $2.4m 0.41% Reduced -2.3k -2,255
17 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 77,99978.0k $2.2m $2.2m 0.00% Added +2.3k +2,309
18 STEPHENS INC /AR/ 0.03% of their portfolio LITTLE ROCK, AR 74,07974.1k $2.1m $2.1m 0.03% Reduced -495 -495
19 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.11% of their portfolio BIRMINGHAM, AL 65,15865.2k $1.9m $1.9m 0.11% Reduced -2.9k -2,938
20 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 63,13363.1k $1.8m $1.8m 0.02% Reduced -3.6k -3,588
21 Regal Investment Advisors LLC 0.12% of their portfolio KENTWOOD, MI 61,80661.8k $1.8m $1.8m 0.12% Reduced -40.8k -40,753
22 HARBOUR INVESTMENTS, INC. 0.05% of their portfolio MADISON, WI 57,75157.8k $1.7m $1.7m 0.05% Reduced -1.8k -1,778
23 FWG Investments, LLC. 1.20% of their portfolio LEXINGTON, KY 48,41648.4k $1.4m $1.4m 1.20% Reduced -1.1k -1,081
24 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 47,96048.0k $1.4m $1.4m 0.00% Reduced -4.4k -4,400
25 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 47,66447.7k $1.4m $1.4m 0.01% Reduced -1.8k -1,808
26 Prosperity Financial Group, Inc. 0.72% of their portfolio San Ramon, CA 44,45444.5k $1.3m $1.3m 0.72% Added +7.4k +7,442
27 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 43,72543.7k $1.3m $1.3m 0.01% Reduced -13.0k -12,994
28 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 42,64142.6k $1.2m $1.2m 0.01% Reduced -8.5k -8,533
29 Mariner, LLC 0.00% of their portfolio Overland Park, KS 39,07339.1k $1.1m $1.1m 0.00% Added +350 +350
30 WORLD EQUITY GROUP, INC. 0.40% of their portfolio SCHAUMBURG, IL 38,68638.7k $1.1m $1.1m 0.40% Reduced -2.8k -2,781
31 Main Street Financial Solutions, LLC 0.10% of their portfolio NEWTOWN, PA 38,55638.6k $1.1m $1.1m 0.10% Reduced -1.5k -1,474
32 Keystone Wealth Services, LLC 0.27% of their portfolio PALM DESERT, CA 34,09434.1k $976.2k $976.2k 0.27% Unchanged
33 1776 Wealth LLC 0.41% of their portfolio ATLANTA, GA 31,79031.8k $910.2k $910.2k 0.41% Unchanged
34 SMART Wealth LLC 0.35% of their portfolio Omaha, NE 31,32831.3k $897.0k $897.0k 0.35% Added +7.9k +7,920
35 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 29,83429.8k $854.2k $854.2k 0.00% Reduced -24.1k -24,071
36 DHJJ Financial Advisors, Ltd. 0.34% of their portfolio NAPERVILLE, IL 29,63129.6k $848.4k $848.4k 0.34% Unchanged
37 Luken Investment Analytics, LLC 0.38% of their portfolio BRENTWOOD, TN 28,83628.8k $825.7k $825.7k 0.38% Reduced -150.2k -150,186
38 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 27,14127.1k $777.0k $777.0k 0.00% Reduced -11.4k -11,375
39 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 26,77226.8k $766.6k $766.6k 0.00% New
40 Kaye Capital Management 0.28% of their portfolio EL SEGUNDO, CA 24,13424.1k $691.0k $691.0k 0.28% Reduced -213.0k -212,975
41 Arkadios Wealth Advisors 0.04% of their portfolio ATLANTA, GA 23,38123.4k $669.5k $669.5k 0.04% Unchanged
42 Signal Advisors Wealth, LLC 0.10% of their portfolio DETROIT, MI 23,22023.2k $664.9k $664.9k 0.10% New
43 Foguth Wealth Management, LLC. 0.24% of their portfolio BRIGHTON, MI 23,20623.2k $666.5k $666.5k 0.24% Reduced -11.6k -11,615
44 Ameritas Advisory Services, LLC 0.03% of their portfolio Lincoln, NE 23,09523.1k $661.3k $661.3k 0.03% Reduced -1.2k -1,157
45 INSIGNEO ADVISORY SERVICES, LLC 0.07% of their portfolio MIAMI, FL 22,71622.7k $650.4k $650.4k 0.07% Unchanged
46 1ST SOURCE BANK 0.04% of their portfolio SOUTH BEND, IN 22,50022.5k $644.2k $644.2k 0.04% Unchanged
47 Spire Wealth Management 0.02% of their portfolio MCLEAN, VA 22,18322.2k $635.2k $635.2k 0.02% Reduced -283 -283
48 UPTICK PARTNERS, LLC 0.25% of their portfolio NACOGDOCHES, TX 20,89420.9k $598.3k $598.3k 0.25% New
49 Harvest Investment Services, LLC 0.18% of their portfolio Oakbrook Terrace, IL 20,06320.1k $574.5k $574.5k 0.18% Added +9.7k +9,655
50 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.02% of their portfolio RICHMOND, VA 19,19519.2k $549.6k $549.6k 0.02% Reduced -17.0k -16,995
51 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 19,17219.2k $549.0k $549.0k 0.00% Added +303 +303
52 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 18,67118.7k $534.6k $534.6k 0.01% Reduced -74 -74
53 Clear Creek Financial Management, LLC 0.06% of their portfolio SILVERDALE, WA 17,01617.0k $487.2k $487.2k 0.06% Added +487 +487
54 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 15,64815.6k $448.0k $448.0k 0.00% Reduced -1.8k -1,837
55 WESPAC Advisors SoCal, LLC 0.10% of their portfolio Pasadena, CA 15,33015.3k $438.9k $438.9k 0.10% Unchanged
56 Consolidated Portfolio Review Corp 0.09% of their portfolio WOODBURY, NY 14,68014.7k $420.3k $420.3k 0.09% Added +1.8k +1,760
57 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 14,14314.1k $405.0k $405.0k 0.01% Reduced -2.2k -2,227
58 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 12,88912.9k $369.1k $369.1k 0.00% New
59 StoneX Group Inc. 0.02% of their portfolio NEW YORK, NY 11,70011.7k $335.0k $335.0k 0.02% Unchanged
60 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 9,8019.8k $282.7k $282.7k 0.01% Unchanged
61 Savvy Advisors, Inc. 0.06% of their portfolio NEW YORK, NY 9,6739.7k $277.0k $277.0k 0.06% Unchanged
62 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 9,5189.5k $273.0k $273.0k 0.00% Unchanged
63 Redhawk Wealth Advisors, Inc. 0.04% of their portfolio MINNEAPOLIS, MN 9,1299.1k $261.4k $261.4k 0.04% Reduced -7.6k -7,609
64 Integrity Financial Corp /WA 0.14% of their portfolio JACKSON, WY 8,5118.5k $243.7k $243.7k 0.14% Added +94 +94
65 Brookstone Capital Management 0.00% of their portfolio WHEATON, IL 8,3408.3k $238.8k $238.8k 0.00% New
66 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 8,0008.0k $229.0k $229.0k 0.00% New
67 FLAGSTAR SECURITIES, INC 0.06% of their portfolio New York, NY 7,9638.0k $228.0k $228.0k 0.06% Reduced -1.0k -1,003
68 LANARK FINANCIAL, INC. 0.02% of their portfolio BIRMINGHAM, AL 7,2777.3k $208.0k $208.0k 0.02% Unchanged
69 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 6,3276.3k $181.2k $181.2k 0.00% New
70 Capital Analysts, LLC 0.01% of their portfolio FORT WASHINGTON, PA 6,2636.3k $179.0k $179.0k 0.01% Unchanged
71 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 6,2506.2k $179.0k $179.0k 0.01% Reduced -730 -730
72 UBS Group AG 0.00% of their portfolio ZURICH, V8 5,1645.2k $147.9k $147.9k 0.00% Added +4.6k +4,596
73 Sunbelt Securities, Inc. 0.01% of their portfolio HOUSTON, TX 4,0774.1k $116.7k $116.7k 0.01% Unchanged
74 SOA Wealth Advisors, LLC. 0.02% of their portfolio NEW YORK, NY 3,4033.4k $97.4k $97.4k 0.02% Unchanged
75 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 2,2502.2k $64.4k $64.4k 0.00% Reduced -196 -196
76 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,1062.1k $60.3k $60.3k 0.00% New
77 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,7951.8k $51.4k $51.4k 0.00% Unchanged
78 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 1,6981.7k $48.6k $48.6k 0.00% Reduced -1.1k -1,126
79 EPG Wealth Management LLC 0.01% of their portfolio ATLANTA, GA 1,1511.2k $33.0k $33.0k 0.01% Added +1.2k +1,151
80 CIBC Private Wealth Group LLC 0.00% of their portfolio ATLANTA, GA 1,1001.1k $31.5k $31.5k 0.00% Unchanged
81 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 1,0001.0k $28.6k $28.6k 0.00% Unchanged
82 Wagner Wealth Management, LLC 0.01% of their portfolio GREENVILLE, SC 856856 $24.5k $24.5k 0.01% Unchanged
83 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 677677 $19.4k $19.4k 0.00% Added +36 +36
84 UMB Bank, n.a. 0.00% of their portfolio Kansas City, MO 220220 $6.3k $6.3k 0.00% Not comparable
85 AlphaMark Advisors, LLC 0.00% of their portfolio FT. WRIGHT, KY 125125 $4.0k $4.0k 0.00% Unchanged