Vault-13

FIRST TR EXCHNG TRADED FD VI QMAR

FT VEST NAS · ETP · CUSIP 33740F581

88 institutional holders -5 vs Q4 2024
4,505,6434.5m shares reported held*
$127.5mreported value*
9 new 21 added 46 reduced 12 sold out net bought ≈ $576.8k (+20.4k 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 ≈ $28.29.

Trends to Q1 2025

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: 93Q1 25: 8888Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202235
Q4 202231
Q1 202337
Q2 202359
Q3 202353
Q4 202352
Q1 202473
Q2 202485
Q3 202485
Q4 202493
Q1 202588

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 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 24Q4 24: 20 bought or addedQ4 24: 55 cut or sold outQ1 25: 30 bought or addedQ1 25: 58 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20234411
Q3 20231734
Q4 20231235
Q1 20244824
Q2 20246122
Q3 20242350
Q4 20242055
Q1 20253058

Biggest buyers

Prosperity Financial Group, Inc. Added +163,000+163.0k
Cetera Investment Advisers Added +76,438+76.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +69,164+69.2k
CITADEL ADVISORS LLC Added +55,964+56.0k
JANE STREET GROUP, LLC New +44,860+44.9k
Outlook Wealth Advisors, LLC Added +43,052+43.1k
Synergy Asset Management, LLC Added +31,304+31.3k
Advisory Services Network, LLC Added +18,785+18.8k
Center for Financial Planning, Inc. New +17,361+17.4k
Faithward Advisors, LLC New +15,412+15.4k

Biggest sellers

Ignite Planners, LLC Reduced -87,009-87.0k
RAYMOND JAMES FINANCIAL INC Reduced -86,804-86.8k
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Reduced -60,676-60.7k
OLD MISSION CAPITAL LLC Sold out -54,546-54.5k
Cambridge Investment Research Advisors, Inc. Reduced -32,379-32.4k
Luken Investment Analytics, LLC Sold out -28,806-28.8k
ENVESTNET ASSET MANAGEMENT INC Reduced -23,949-23.9k
Signal Advisors Wealth, LLC Sold out -22,455-22.5k
Envestnet Portfolio Solutions, Inc. Sold out -19,904-19.9k
Regal Investment Advisors LLC Reduced -16,500-16.5k

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, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Outlook Wealth Advisors, LLC 4.41% of their portfolio SHENANDOAH, TX 559,853559.9k $15.8m $15.8m 4.41% Added +43.1k +43,052
2 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 326,475326.5k $9.2m $9.2m 0.02% Added +76.4k +76,438
3 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 265,171265.2k $7.5m $7.5m 0.03% Reduced -32.4k -32,379
4 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 242,612242.6k $6.9m $6.9m 0.00% Reduced -86.8k -86,804
5 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 226,208226.2k $6.4m $6.4m 0.01% Reduced -5.5k -5,495
6 Prosperity Financial Group, Inc. 2.99% of their portfolio San Ramon, CA 212,119212.1k $6.0m $6.0m 2.99% Added +163.0k +163,000
7 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 209,639209.6k $5.9m $5.9m 0.01% Reduced -6.4k -6,367
8 Sequent Planning LLC 1.99% of their portfolio OMAHA, NE 195,071195.1k $5.5m $5.5m 1.99% Reduced -4.7k -4,695
9 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 165,302165.3k $4.7m $4.7m 0.01% Reduced -16.2k -16,222
10 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 144,102144.1k $4.1m $4.1m 0.00% Reduced -23.9k -23,949
11 ODonnell Financial Services, LLC 1.52% of their portfolio SAN RAFAEL, CA 129,917129.9k $3.7m $3.7m 1.52% Reduced -12.5k -12,485
12 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 88,17288.2k $2.5m $2.5m 0.00% Added +69.2k +69,164
13 Sloy Dahl & Holst, LLC 0.41% of their portfolio Vancouver, WA 82,06582.1k $2.3m $2.3m 0.41% Reduced -1.8k -1,825
14 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 82,00082.0k $2.3m $2.3m 0.01% Reduced -3.8k -3,800
15 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 78,90178.9k $2.2m $2.2m 0.00% Added +4.5k +4,546
16 STEPHENS INC /AR/ 0.03% of their portfolio LITTLE ROCK, AR 72,21872.2k $2.0m $2.0m 0.03% Reduced -1.1k -1,140
17 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 63,66763.7k $1.8m $1.8m 0.00% Added +56.0k +55,964
18 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 61,43261.4k $1.7m $1.7m 0.02% Reduced -398 -398
19 SMART Wealth LLC 0.61% of their portfolio Omaha, NE 60,09860.1k $1.7m $1.7m 0.61% Reduced -16.5k -16,482
20 HARBOUR INVESTMENTS, INC. 0.04% of their portfolio MADISON, WI 52,61152.6k $1.5m $1.5m 0.04% Reduced -166 -166
21 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 49,01449.0k $1.4m $1.4m 0.01% Reduced -3.1k -3,090
22 Synergy Asset Management, LLC 0.17% of their portfolio VANCOUVER, WA 48,04548.0k $1.4m $1.4m 0.17% Added +31.3k +31,304
23 FWG Investments, LLC. 1.53% of their portfolio LEXINGTON, KY 46,12946.1k $1.3m $1.3m 1.53% Reduced -1.2k -1,160
24 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 44,86044.9k $1.3m $1.3m 0.00% New
25 Main Street Financial Solutions, LLC 0.10% of their portfolio NEWTOWN, PA 40,94640.9k $1.2m $1.2m 0.10% Added +2.4k +2,390
26 Regal Investment Advisors LLC 0.09% of their portfolio KENTWOOD, MI 39,67539.7k $1.1m $1.1m 0.09% Reduced -16.5k -16,500
27 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 39,59439.6k $1.1m $1.1m 0.01% Reduced -2.0k -2,000
28 INSIGNEO ADVISORY SERVICES, LLC 0.10% of their portfolio MIAMI, FL 35,47435.5k $1.0m $1.0m 0.10% Added +12.9k +12,896
29 RiverTree Advisors, LLC 0.65% of their portfolio WINTER PARK, FL 34,36134.4k $972.1k $972.1k 0.65% Reduced -9.3k -9,322
30 Mariner, LLC 0.00% of their portfolio Overland Park, KS 33,83233.8k $957.1k $957.1k 0.00% Reduced -571 -571
31 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 33,76033.8k $955.0k $955.0k 0.00% Reduced -3.2k -3,200
32 Keystone Wealth Services, LLC 0.25% of their portfolio PALM DESERT, CA 32,25732.3k $912.6k $912.6k 0.25% Reduced -1.8k -1,821
33 1776 Wealth LLC 0.41% of their portfolio ATLANTA, GA 31,79031.8k $899.3k $899.3k 0.41% Unchanged
34 Advisory Services Network, LLC 0.02% of their portfolio ATLANTA, GA 30,76830.8k $870.4k $870.4k 0.02% Added +18.8k +18,785
35 FORTRESS PRIVATE LEDGER, LLC 0.48% of their portfolio RALEIGH, NC 30,42730.4k $860.8k $860.8k 0.48% Reduced -3.0k -2,988
36 Prasad Wealth Partners, LLC 0.28% of their portfolio INDEPENDENCE, OH 30,03230.0k $849.6k $849.6k 0.28% Reduced -239 -239
37 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 27,03827.0k $765.0k $765.0k 0.00% Added +500 +500
38 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 25,44525.4k $719.8k $719.8k 0.00% Added +8.0k +7,951
39 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 25,06325.1k $709.0k $709.0k 0.01% Reduced -5.2k -5,220
40 DHJJ Financial Advisors, Ltd. 0.28% of their portfolio NAPERVILLE, IL 24,60724.6k $696.1k $696.1k 0.28% Reduced -5.0k -5,019
41 Arkadios Wealth Advisors 0.03% of their portfolio ATLANTA, GA 23,61123.6k $668.0k $668.0k 0.03% Unchanged
42 1ST SOURCE BANK 0.04% of their portfolio SOUTH BEND, IN 22,50022.5k $636.5k $636.5k 0.04% Unchanged
43 Ameritas Advisory Services, LLC 0.03% of their portfolio Lincoln, NE 21,82021.8k $627.6k $627.6k 0.03% Added +272 +272
44 Harvest Investment Services, LLC 0.16% of their portfolio Oakbrook Terrace, IL 20,28820.3k $573.9k $573.9k 0.16% Added +505 +505
45 NOVEM GROUP 0.08% of their portfolio Rochester, NY 20,07320.1k $567.9k $567.9k 0.08% Unchanged
46 Kaye Capital Management 0.23% of their portfolio EL SEGUNDO, CA 19,68719.7k $556.9k $556.9k 0.23% Reduced -3.6k -3,627
47 CARY STREET PARTNERS FINANCIAL LLC 0.02% of their portfolio RICHMOND, VA 18,93218.9k $535.6k $535.6k 0.02% Reduced -263 -263
48 Center for Financial Planning, Inc. 0.06% of their portfolio SOUTHFIED, MI 17,36117.4k $491.1k $491.1k 0.06% New
49 Bullseye Investment Management, LLC 0.29% of their portfolio CINCINNATI, OH 17,06217.1k $482.7k $482.7k 0.29% Reduced -4.3k -4,339
50 UPTICK PARTNERS, LLC 0.16% of their portfolio NACOGDOCHES, TX 16,69916.7k $472.4k $472.4k 0.16% Reduced -4.2k -4,195
51 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 16,36116.4k $462.9k $462.9k 0.01% Reduced -400 -400
52 Spire Wealth Management 0.01% of their portfolio MCLEAN, VA 16,03716.0k $453.7k $453.7k 0.01% Reduced -3.6k -3,573
53 Faithward Advisors, LLC 0.08% of their portfolio LANCASTER, PA 15,41215.4k $436.0k $436.0k 0.08% New
54 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 14,74514.7k $417.1k $417.1k 0.00% Unchanged
55 Consolidated Portfolio Review Corp 0.07% of their portfolio WOODBURY, NY 14,68014.7k $415.3k $415.3k 0.07% Unchanged
56 Ignite Planners, LLC 0.08% of their portfolio SAN CLEMENTE, CA 13,70513.7k $392.1k $392.1k 0.08% Reduced -87.0k -87,009
57 WINNACLE WEALTH LLC 0.35% of their portfolio WACO, TX 13,39413.4k $378.9k $378.9k 0.35% Reduced -895 -895
58 Grantvest Financial Group LLC 0.28% of their portfolio MATAWAN, NJ 12,38112.4k $350.3k $350.3k 0.28% Added +717 +717
59 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 11,85111.9k $336.8k $336.8k 0.01% Added +2.0k +2,050
60 StoneX Group Inc. 0.02% of their portfolio NEW YORK, NY 11,70011.7k $331.0k $331.0k 0.02% Reduced -62 -62
61 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 10,83910.8k $306.7k $306.7k 0.00% New
62 FLAGSTAR SECURITIES, INC 0.08% of their portfolio New York, NY 10,58910.6k $299.6k $299.6k 0.08% Added +2.6k +2,626
63 WESPAC Advisors SoCal, LLC 0.07% of their portfolio Pasadena, CA 10,01710.0k $283.4k $283.4k 0.07% Reduced -5.3k -5,313
64 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 8,8498.8k $250.0k $250.0k 0.00% New
65 Redhawk Wealth Advisors, Inc. 0.03% of their portfolio MINNEAPOLIS, MN 8,7098.7k $246.4k $246.4k 0.03% Reduced -200 -200
66 Brookstone Capital Management 0.00% of their portfolio WHEATON, IL 8,2088.2k $232.2k $232.2k 0.00% Reduced -55 -55
67 Chris Bulman Inc 0.14% of their portfolio ROSEVILLE, CA 7,9087.9k $223.7k $223.7k 0.14% Reduced -55 -55
68 Clear Creek Financial Management, LLC 0.02% of their portfolio SILVERDALE, WA 7,5157.5k $212.6k $212.6k 0.02% Added +345 +345
69 NWF Advisory Services Inc. 0.03% of their portfolio Los Angeles, CA 7,3757.4k $208.6k $208.6k 0.03% New
70 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 7,3337.3k $207.5k $207.5k 0.00% New
71 LANARK FINANCIAL, INC. 0.02% of their portfolio BIRMINGHAM, AL 7,2777.3k $205.0k $205.0k 0.02% Added +7.3k +7,270
72 Integrity Financial Corp /WA 0.12% of their portfolio JACKSON, WY 7,1767.2k $203.0k $203.0k 0.12% Reduced -513 -513
73 Capital Analysts, LLC 0.01% of their portfolio FORT WASHINGTON, PA 6,2636.3k $177.0k $177.0k 0.01% Unchanged
74 ORG Partners LLC 0.04% of their portfolio ROANOKE, IN 6,0006.0k $170.4k $170.4k 0.04% Added +4.5k +4,500
75 Sunbelt Securities, Inc. 0.01% of their portfolio HOUSTON, TX 5,4775.5k $154.9k $154.9k 0.01% Added +900 +900
76 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 5,1165.1k $144.7k $144.7k 0.00% Reduced -884 -884
77 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 4,0604.1k $115.0k $115.0k 0.01% New
78 Noble Wealth Management PBC 0.08% of their portfolio GREENWOOD VILLAGE, CO 4,0004.0k $113.2k $113.2k 0.08% Unchanged
79 SOA Wealth Advisors, LLC. 0.02% of their portfolio NEW YORK, NY 3,4033.4k $96.3k $96.3k 0.02% Unchanged
80 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 2,0892.1k $59.1k $59.1k 0.00% Reduced -1.5k -1,538
81 HOLLENCREST CAPITAL MANAGEMENT 0.00% of their portfolio NEWPORT BEACH, CA 2,0492.0k $58.0k $58.0k 0.00% New
82 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,9842.0k $56.1k $56.1k 0.00% Reduced -25 -25
83 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 1,3781.4k $41.0k $41.0k 0.00% Unchanged
84 Wagner Wealth Management, LLC 0.01% of their portfolio GREENVILLE, SC 856856 $24.2k $24.2k 0.01% Unchanged
85 Topsail Wealth Management, LLC 0.00% of their portfolio CHARLOTTE, NC 800800 $22.6k $22.6k 0.00% Unchanged
86 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 676676 $19.1k $19.1k 0.00% Reduced -1 -1
87 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 648648 $18.3k $18.3k 0.00% Reduced -1.1k -1,147
88 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Reduced -60.7k -60,676