Vault-13

FIRST TR EXCHNG TRADED FD VI QMAR

FT VEST NAS · ETP · CUSIP 33740F581

93 institutional holders +8 vs Q3 2024
4,487,6284.5m shares reported held*
$133.4mreported value*
10 new 10 added 45 reduced 10 sold out net sold ≈ $18.3m (-614.3k 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 ≈ $29.74.

Trends to Q4 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: 85Q4 24: 9393Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 202235
Q4 202231
Q1 202337
Q2 202359
Q3 202353
Q4 202352
Q1 202473
Q2 202485
Q3 202485
Q4 202493

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 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 24Q3 24: 23 bought or addedQ3 24: 50 cut or sold outQ4 24: 20 bought or addedQ4 24: 55 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 20232413
Q2 20234411
Q3 20231734
Q4 20231235
Q1 20244824
Q2 20246122
Q3 20242350
Q4 20242055

Biggest buyers

SMART Wealth LLC Added +45,252+45.3k
OLD MISSION CAPITAL LLC Added +40,403+40.4k
Bullseye Investment Management, LLC New +21,401+21.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +19,008+19.0k
Synergy Asset Management, LLC New +16,741+16.7k
GTS SECURITIES LLC New +14,548+14.5k
Advisory Services Network, LLC New +11,983+12.0k
Chris Bulman Inc New +7,963+8.0k
OneDigital Investment Advisors LLC New +6,969+7.0k
Prosperity Financial Group, Inc. Added +4,665+4.7k

Biggest sellers

TRUIST FINANCIAL CORP Reduced -217,000-217.0k
Atria Wealth Solutions, Inc. Reduced -130,079-130.1k
RiverTree Advisors, LLC Reduced -51,262-51.3k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -41,535-41.5k
WORLD EQUITY GROUP, INC. Sold out -38,686-38.7k
OSAIC HOLDINGS, INC. Reduced -30,727-30.7k
JPMORGAN CHASE & CO Sold out -26,772-26.8k
AVANTAX ADVISORY SERVICES, INC. Reduced -25,147-25.1k
Foguth Wealth Management, LLC. Sold out -23,206-23.2k
CITADEL ADVISORS LLC Reduced -22,131-22.1k

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, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Outlook Wealth Advisors, LLC 4.42% of their portfolio SHENANDOAH, TX 516,801516.8k $15.4m $15.4m 4.42% Reduced -5.7k -5,711
2 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 329,416329.4k $9.8m $9.8m 0.00% First filing
3 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 297,550297.6k $8.9m $8.9m 0.03% Reduced -15.4k -15,430
4 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 250,037250.0k $7.4m $7.4m 0.02% Reduced -6.1k -6,122
5 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 231,703231.7k $6.9m $6.9m 0.01% Reduced -41.5k -41,535
6 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 216,006216.0k $6.4m $6.4m 0.01% Reduced -30.7k -30,727
7 Sequent Planning LLC 2.18% of their portfolio OMAHA, NE 199,766199.8k $5.9m $5.9m 2.18% Reduced -21.9k -21,862
8 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 181,524181.5k $5.4m $5.4m 0.01% Reduced -217.0k -217,000
9 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 168,051168.1k $5.0m $5.0m 0.00% Reduced -21.4k -21,401
10 ODonnell Financial Services, LLC 1.70% of their portfolio SAN RAFAEL, CA 142,402142.4k $4.1m $4.1m 1.70% Added +4.4k +4,431
11 Ignite Planners, LLC 0.66% of their portfolio SAN CLEMENTE, CA 100,714100.7k $3.0m $3.0m 0.66% Reduced -1.5k -1,473
12 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 85,80085.8k $2.6m $2.6m 0.01% Unchanged
13 Sloy Dahl & Holst, LLC 0.32% of their portfolio Vancouver, WA 83,89083.9k $2.5m $2.5m 0.32% Reduced -105 -105
14 SMART Wealth LLC 0.81% of their portfolio Omaha, NE 76,58076.6k $2.3m $2.3m 0.81% Added +45.3k +45,252
15 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 74,35574.4k $2.2m $2.2m 0.00% Reduced -3.6k -3,644
16 STEPHENS INC /AR/ 0.03% of their portfolio LITTLE ROCK, AR 73,35873.4k $2.2m $2.2m 0.03% Reduced -721 -721
17 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 61,83061.8k $1.8m $1.8m 0.02% Reduced -1.3k -1,303
18 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.10% of their portfolio BIRMINGHAM, AL 60,67660.7k $1.8m $1.8m 0.10% Reduced -4.5k -4,482
19 Regal Investment Advisors LLC 0.13% of their portfolio KENTWOOD, MI 56,17556.2k $1.7m $1.7m 0.13% Reduced -5.6k -5,631
20 OLD MISSION CAPITAL LLC 0.04% of their portfolio CHICAGO, IL 54,54654.5k $1.6m $1.6m 0.04% Added +40.4k +40,403
21 HARBOUR INVESTMENTS, INC. 0.05% of their portfolio MADISON, WI 52,77752.8k $1.6m $1.6m 0.05% Reduced -5.0k -4,974
22 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 52,10452.1k $1.6m $1.6m 0.01% Added +4.4k +4,440
23 Prosperity Financial Group, Inc. 0.73% of their portfolio San Ramon, CA 49,11949.1k $1.5m $1.5m 0.73% Added +4.7k +4,665
24 FWG Investments, LLC. 1.09% of their portfolio LEXINGTON, KY 47,28947.3k $1.4m $1.4m 1.09% Reduced -1.1k -1,127
25 RiverTree Advisors, LLC 0.85% of their portfolio WINTER PARK, FL 43,68343.7k $1.3m $1.3m 0.85% Reduced -51.3k -51,262
26 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 41,59441.6k $1.2m $1.2m 0.01% Reduced -2.1k -2,131
27 Main Street Financial Solutions, LLC 0.11% of their portfolio NEWTOWN, PA 38,55638.6k $1.1m $1.1m 0.11% Unchanged
28 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 36,96037.0k $1.1m $1.1m 0.00% Reduced -11.0k -11,000
29 Mariner, LLC 0.00% of their portfolio Overland Park, KS 34,40334.4k $1.0m $1.0m 0.00% Reduced -4.7k -4,670
30 Keystone Wealth Services, LLC 0.27% of their portfolio PALM DESERT, CA 34,07834.1k $1.0m $1.0m 0.27% Reduced -16 -16
31 FORTRESS PRIVATE LEDGER, LLC 0.61% of their portfolio RALEIGH, NC 33,41533.4k $994.4k $994.4k 0.61% First filing
32 1776 Wealth LLC 0.43% of their portfolio ATLANTA, GA 31,79031.8k $946.1k $946.1k 0.43% Unchanged
33 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 30,28330.3k $901.2k $901.2k 0.01% Reduced -130.1k -130,079
34 Prasad Wealth Partners, LLC 0.29% of their portfolio INDEPENDENCE, OH 30,27130.3k $900.9k $900.9k 0.29% First filing
35 DHJJ Financial Advisors, Ltd. 0.34% of their portfolio NAPERVILLE, IL 29,62629.6k $881.7k $881.7k 0.34% Reduced -5 -5
36 Luken Investment Analytics, LLC 0.40% of their portfolio BRENTWOOD, TN 28,80628.8k $857.3k $857.3k 0.40% Reduced -30 -30
37 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 26,53826.5k $790.0k $790.0k 0.00% Reduced -603 -603
38 Arkadios Wealth Advisors 0.04% of their portfolio ATLANTA, GA 23,61123.6k $702.7k $702.7k 0.04% Added +230 +230
39 Kaye Capital Management 0.31% of their portfolio EL SEGUNDO, CA 23,31423.3k $693.8k $693.8k 0.31% Reduced -820 -820
40 INSIGNEO ADVISORY SERVICES, LLC 0.07% of their portfolio MIAMI, FL 22,57822.6k $671.9k $671.9k 0.07% Reduced -138 -138
41 1ST SOURCE BANK 0.04% of their portfolio SOUTH BEND, IN 22,50022.5k $669.6k $669.6k 0.04% Unchanged
42 Signal Advisors Wealth, LLC 0.08% of their portfolio DETROIT, MI 22,45522.5k $668.3k $668.3k 0.08% Reduced -765 -765
43 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 21,54821.5k $641.3k $641.3k 0.02% Reduced -1.5k -1,547
44 Bullseye Investment Management, LLC 0.42% of their portfolio CINCINNATI, OH 21,40121.4k $636.7k $636.7k 0.42% New
45 UPTICK PARTNERS, LLC 0.23% of their portfolio NACOGDOCHES, TX 20,89420.9k $621.8k $621.8k 0.23% Unchanged
46 NOVEM GROUP 0.09% of their portfolio Rochester, NY 20,07320.1k $597.4k $597.4k 0.09% First filing
47 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 19,90419.9k $592.3k $592.3k 0.00% Added +732 +732
48 Harvest Investment Services, LLC 0.14% of their portfolio Oakbrook Terrace, IL 19,78319.8k $588.7k $588.7k 0.14% Reduced -280 -280
49 Spire Wealth Management 0.02% of their portfolio MCLEAN, VA 19,61019.6k $583.6k $583.6k 0.02% Reduced -2.6k -2,573
50 CARY STREET PARTNERS FINANCIAL LLC 0.02% of their portfolio RICHMOND, VA 19,19519.2k $571.2k $571.2k 0.02% First filing
51 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 19,00819.0k $565.7k $565.7k 0.00% New
52 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 17,49417.5k $520.6k $520.6k 0.00% Reduced -25.1k -25,147
53 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 16,76116.8k $498.8k $498.8k 0.01% Reduced -1.9k -1,910
54 Synergy Asset Management, LLC 0.04% of their portfolio VANCOUVER, WA 16,74116.7k $498.0k $498.0k 0.04% New
55 WESPAC Advisors SoCal, LLC 0.10% of their portfolio Pasadena, CA 15,33015.3k $456.2k $456.2k 0.10% Unchanged
56 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 14,74514.7k $438.8k $438.8k 0.00% Reduced -903 -903
57 Consolidated Portfolio Review Corp 0.07% of their portfolio WOODBURY, NY 14,68014.7k $436.9k $436.9k 0.07% Unchanged
58 GTS SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 14,54814.5k $432.9k $432.9k 0.02% New
59 WINNACLE WEALTH LLC 0.42% of their portfolio WACO, TX 14,28914.3k $424.0k $424.0k 0.42% First filing
60 SAGESPRING WEALTH PARTNERS, LLC 0.01% of their portfolio FRANKLIN, TN 13,45313.5k $400.4k $400.4k 0.01% First filing
61 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 11,98312.0k $356.6k $356.6k 0.01% New
62 StoneX Group Inc. 0.02% of their portfolio NEW YORK, NY 11,76211.8k $350.0k $350.0k 0.02% Added +62 +62
63 Grantvest Financial Group LLC 0.39% of their portfolio MATAWAN, NJ 11,66411.7k $347.1k $347.1k 0.39% First filing
64 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 9,8019.8k $294.1k $294.1k 0.01% Unchanged
65 Redhawk Wealth Advisors, Inc. 0.04% of their portfolio MINNEAPOLIS, MN 8,9098.9k $265.1k $265.1k 0.04% Reduced -220 -220
66 Brookstone Capital Management 0.00% of their portfolio WHEATON, IL 8,2638.3k $245.9k $245.9k 0.00% Reduced -77 -77
67 FLAGSTAR SECURITIES, INC 0.06% of their portfolio New York, NY 7,9638.0k $237.0k $237.0k 0.06% Unchanged
68 Chris Bulman Inc 0.15% of their portfolio ROSEVILLE, CA 7,9638.0k $237.0k $237.0k 0.15% New
69 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 7,7037.7k $229.2k $229.2k 0.00% Reduced -22.1k -22,131
70 Integrity Financial Corp /WA 0.13% of their portfolio JACKSON, WY 7,6897.7k $228.8k $228.8k 0.13% Reduced -822 -822
71 Clear Creek Financial Management, LLC 0.02% of their portfolio SILVERDALE, WA 7,1707.2k $213.4k $213.4k 0.02% Reduced -9.8k -9,846
72 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 6,9697.0k $207.4k $207.4k 0.00% New
73 Capital Analysts, LLC 0.01% of their portfolio FORT WASHINGTON, PA 6,2636.3k $186.0k $186.0k 0.01% Unchanged
74 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 6,0006.0k $178.6k $178.6k 0.01% Reduced -250 -250
75 Sunbelt Securities, Inc. 0.01% of their portfolio HOUSTON, TX 4,5774.6k $136.7k $136.7k 0.01% Added +500 +500
76 Noble Wealth Management PBC 0.08% of their portfolio GREENWOOD VILLAGE, CO 4,0004.0k $119.0k $119.0k 0.08% First filing
77 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 3,6273.6k $107.9k $107.9k 0.00% New
78 SOA Wealth Advisors, LLC. 0.02% of their portfolio NEW YORK, NY 3,4033.4k $101.3k $101.3k 0.02% Unchanged
79 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 2,2502.2k $67.0k $67.0k 0.00% Unchanged
80 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,0092.0k $59.8k $59.8k 0.00% Reduced -97 -97
81 Stonebridge Financial Group, LLC 0.01% of their portfolio Wormleysburg, PA 2,0002.0k $59.5k $59.5k 0.01% First filing
82 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,7951.8k $53.4k $53.4k 0.00% Unchanged
83 ORG Partners LLC 0.01% of their portfolio ROANOKE, IN 1,5001.5k $44.6k $44.6k 0.01% New
84 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 1,3781.4k $41.0k $41.0k 0.00% Added +378 +378
85 CIBC Private Wealth Group LLC 0.00% of their portfolio ATLANTA, GA 1,1001.1k $32.9k $32.9k 0.00% Unchanged
86 Wagner Wealth Management, LLC 0.01% of their portfolio GREENVILLE, SC 856856 $25.5k $25.5k 0.01% Unchanged
87 Topsail Wealth Management, LLC 0.01% of their portfolio CHARLOTTE, NC 800800 $23.8k $23.8k 0.01% First filing
88 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 677677 $20.1k $20.1k 0.00% Unchanged
89 CWM, LLC 0.00% of their portfolio OMAHA, NE 557557 $17.0k $17.0k 0.00% New
90 UBS Group AG 0.00% of their portfolio ZURICH, V8 409409 $12.2k $12.2k 0.00% Reduced -4.8k -4,755
91 AlphaMark Advisors, LLC 0.00% of their portfolio FT. WRIGHT, KY 125125 $4.0k $4.0k 0.00% Unchanged
92 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 6969 $2.1k $2.1k 0.00% Reduced -6.3k -6,258
93 LANARK FINANCIAL, INC. 0.02% of their portfolio BIRMINGHAM, AL 77 $216 $216 0.02% Reduced -7.3k -7,270