Vault-13

FIRST TR EXCHNG TRADED FD VI QMAR

FT VEST NAS · ETP · CUSIP 33740F581

93 institutional holders +5 vs Q1 2025
4,642,2624.6m shares reported held*
$143.8mreported value*
13 new 25 added 39 reduced 7 sold out net bought ≈ $4.4m (+140.6k 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 ≈ $30.98.

Trends to Q2 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: 88Q2 25: 9393Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 202593

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 24Q1 25: 30 bought or addedQ1 25: 58 cut or sold outQ2 25: 38 bought or addedQ2 25: 46 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20231734
Q4 20231235
Q1 20244824
Q2 20246122
Q3 20242350
Q4 20242055
Q1 20253058
Q2 20253846

Biggest buyers

COMMONWEALTH EQUITY SERVICES, LLC Added +124,086+124.1k
Onyx Bridge Wealth Group LLC New +103,509+103.5k
LPL Financial LLC Added +101,350+101.3k
Rockefeller Capital Management L.P. Added +82,000+82.0k
Faithward Advisors, LLC Added +29,105+29.1k
Clear Creek Financial Management, LLC Added +27,569+27.6k
OLD MISSION CAPITAL LLC New +23,493+23.5k
CITIZENS FINANCIAL GROUP INC/RI New +16,121+16.1k
Modern Wealth Management, LLC New +13,724+13.7k
Outlook Wealth Advisors, LLC Added +13,287+13.3k

Biggest sellers

Cambridge Investment Research Advisors, Inc. Reduced -104,374-104.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -88,172-88.2k
OSAIC HOLDINGS, INC. Reduced -70,143-70.1k
JANE STREET GROUP, LLC Sold out -44,860-44.9k
Cetera Investment Advisers Reduced -29,964-30.0k
CITADEL ADVISORS LLC Reduced -27,560-27.6k
ENVESTNET ASSET MANAGEMENT INC Reduced -26,050-26.1k
TRUIST FINANCIAL CORP Reduced -15,867-15.9k
WINNACLE WEALTH LLC Sold out -13,394-13.4k
JPMORGAN CHASE & CO Sold out -10,839-10.8k

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

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Outlook Wealth Advisors, LLC 4.57% of their portfolio SHENANDOAH, TX 573,140573.1k $17.8m $17.8m 4.57% Added +13.3k +13,287
2 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 350,294350.3k $10.9m $10.9m 0.01% Added +124.1k +124,086
3 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 296,511296.5k $9.2m $9.2m 0.02% Reduced -30.0k -29,964
4 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 244,355244.4k $7.6m $7.6m 0.00% Added +1.7k +1,743
5 Prosperity Financial Group, Inc. 2.93% of their portfolio San Ramon, CA 221,902221.9k $6.9m $6.9m 2.93% Added +9.8k +9,783
6 Sequent Planning LLC 1.85% of their portfolio OMAHA, NE 188,848188.8k $5.9m $5.9m 1.85% Reduced -6.2k -6,223
7 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 180,251180.3k $5.6m $5.6m 0.00% Added +101.3k +101,350
8 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 164,000164.0k $5.1m $5.1m 0.01% Added +82.0k +82,000
9 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 160,797160.8k $5.0m $5.0m 0.02% Reduced -104.4k -104,374
10 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 149,435149.4k $4.6m $4.6m 0.01% Reduced -15.9k -15,867
11 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 139,496139.5k $4.3m $4.3m 0.01% Reduced -70.1k -70,143
12 ODonnell Financial Services, LLC 1.52% of their portfolio SAN RAFAEL, CA 127,776127.8k $4.0m $4.0m 1.52% Reduced -2.1k -2,141
13 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 118,052118.1k $3.7m $3.7m 0.00% Reduced -26.1k -26,050
14 Onyx Bridge Wealth Group LLC 0.42% of their portfolio TARRYTOWN, NY 103,509103.5k $3.2m $3.2m 0.42% New
15 Sloy Dahl & Holst, LLC 0.35% of their portfolio Vancouver, WA 82,06582.1k $2.5m $2.5m 0.35% Unchanged
16 STEPHENS INC /AR/ 0.03% of their portfolio LITTLE ROCK, AR 73,74973.7k $2.3m $2.3m 0.03% Added +1.5k +1,531
17 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 60,63760.6k $1.9m $1.9m 0.01% Reduced -795 -795
18 SMART Wealth LLC 0.57% of their portfolio Omaha, NE 58,68858.7k $1.8m $1.8m 0.57% Reduced -1.4k -1,410
19 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 57,19757.2k $1.8m $1.8m 0.01% Added +8.2k +8,183
20 FWG Investments, LLC. 1.20% of their portfolio LEXINGTON, KY 50,94050.9k $1.6m $1.6m 1.20% Added +4.8k +4,811
21 HARBOUR INVESTMENTS, INC. 0.04% of their portfolio MADISON, WI 50,45550.5k $1.6m $1.6m 0.04% Reduced -2.2k -2,156
22 Synergy Asset Management, LLC 0.17% of their portfolio VANCOUVER, WA 47,56047.6k $1.5m $1.5m 0.17% Reduced -485 -485
23 Faithward Advisors, LLC 0.21% of their portfolio LANCASTER, PA 44,51744.5k $1.4m $1.4m 0.21% Added +29.1k +29,105
24 Main Street Financial Solutions, LLC 0.09% of their portfolio NEWTOWN, PA 39,91039.9k $1.2m $1.2m 0.09% Reduced -1.0k -1,036
25 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 38,75938.8k $1.2m $1.2m 0.01% Reduced -835 -835
26 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 36,10736.1k $1.1m $1.1m 0.00% Reduced -27.6k -27,560
27 Regal Investment Advisors LLC 0.08% of their portfolio KENTWOOD, MI 35,70035.7k $1.1m $1.1m 0.08% Reduced -4.0k -3,975
28 Clear Creek Financial Management, LLC 0.10% of their portfolio SILVERDALE, WA 35,08435.1k $1.1m $1.1m 0.10% Added +27.6k +27,569
29 Keystone Wealth Services, LLC 0.26% of their portfolio PALM DESERT, CA 34,93534.9k $1.1m $1.1m 0.26% Added +2.7k +2,678
30 INSIGNEO ADVISORY SERVICES, LLC 0.09% of their portfolio MIAMI, FL 34,23034.2k $1.1m $1.1m 0.09% Reduced -1.2k -1,244
31 Advisory Services Network, LLC 0.02% of their portfolio ATLANTA, GA 33,57433.6k $1.1m $1.1m 0.02% Added +2.8k +2,806
32 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 33,46033.5k $1.0m $1.0m 0.00% Reduced -300 -300
33 1776 Wealth LLC 0.41% of their portfolio ATLANTA, GA 32,38632.4k $1.0m $1.0m 0.41% Added +596 +596
34 Mariner, LLC 0.00% of their portfolio Overland Park, KS 31,14031.1k $965.0k $965.0k 0.00% Reduced -2.7k -2,692
35 FORTRESS PRIVATE LEDGER, LLC 0.43% of their portfolio RALEIGH, NC 30,27330.3k $938.2k $938.2k 0.43% Reduced -154 -154
36 Prasad Wealth Partners, LLC 0.26% of their portfolio INDEPENDENCE, OH 28,96129.0k $897.5k $897.5k 0.26% Reduced -1.1k -1,071
37 RiverTree Advisors, LLC 0.58% of their portfolio WINTER PARK, FL 27,63827.6k $856.5k $856.5k 0.58% Reduced -6.7k -6,723
38 Center for Financial Planning, Inc. 0.10% of their portfolio SOUTHFIED, MI 27,29627.3k $845.9k $845.9k 0.10% Added +9.9k +9,935
39 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 26,65026.6k $825.9k $825.9k 0.00% Added +1.2k +1,205
40 Consolidated Portfolio Review Corp 0.11% of their portfolio WOODBURY, NY 25,96226.0k $804.6k $804.6k 0.11% Added +11.3k +11,282
41 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 25,59625.6k $793.0k $793.0k 0.00% Reduced -1.4k -1,442
42 DHJJ Financial Advisors, Ltd. 0.28% of their portfolio NAPERVILLE, IL 24,58724.6k $762.0k $762.0k 0.28% Reduced -20 -20
43 Arkadios Wealth Advisors 0.02% of their portfolio ATLANTA, GA 23,61223.6k $731.7k $731.7k 0.02% Added +1 +1
44 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 23,49323.5k $728.0k $728.0k 0.02% New
45 1ST SOURCE BANK 0.04% of their portfolio SOUTH BEND, IN 22,50022.5k $697.3k $697.3k 0.04% Unchanged
46 NOVEM GROUP 0.09% of their portfolio Rochester, NY 22,17322.2k $687.1k $687.1k 0.09% Added +2.1k +2,100
47 Ameritas Advisory Services, LLC 0.04% of their portfolio Lincoln, NE 21,72021.7k $673.1k $673.1k 0.04% Reduced -100 -100
48 Harvest Investment Services, LLC 0.15% of their portfolio Oakbrook Terrace, IL 21,11321.1k $654.3k $654.3k 0.15% Added +825 +825
49 CARY STREET PARTNERS FINANCIAL LLC 0.02% of their portfolio RICHMOND, VA 18,93218.9k $586.7k $586.7k 0.02% Unchanged
50 Bullseye Investment Management, LLC 0.29% of their portfolio CINCINNATI, OH 17,06217.1k $482.7k $482.7k 0.29% Unchanged
51 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 16,36116.4k $507.0k $507.0k 0.01% Unchanged
52 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 16,25716.3k $503.8k $503.8k 0.01% Reduced -8.8k -8,806
53 CITIZENS FINANCIAL GROUP INC/RI 0.01% of their portfolio PROVIDENCE, RI 16,12116.1k $499.6k $499.6k 0.01% New
54 UPTICK PARTNERS, LLC 0.14% of their portfolio NACOGDOCHES, TX 15,34415.3k $475.5k $475.5k 0.14% Reduced -1.4k -1,355
55 Spire Wealth Management 0.02% of their portfolio MCLEAN, VA 14,85914.9k $460.5k $460.5k 0.02% Reduced -1.2k -1,178
56 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 14,74514.7k $456.9k $456.9k 0.00% Unchanged
57 Ignite Planners, LLC 0.08% of their portfolio SAN CLEMENTE, CA 14,27514.3k $446.2k $446.2k 0.08% Added +570 +570
58 Kaye Capital Management 0.16% of their portfolio EL SEGUNDO, CA 13,72413.7k $425.3k $425.3k 0.16% Reduced -6.0k -5,963
59 Modern Wealth Management, LLC 0.01% of their portfolio KANSAS CITY, MO 13,72413.7k $425.3k $425.3k 0.01% New
60 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 12,30512.3k $381.0k $381.0k 0.00% Added +3.5k +3,456
61 FLAGSTAR SECURITIES, INC 0.10% of their portfolio New York, NY 12,08612.1k $374.5k $374.5k 0.10% Added +1.5k +1,497
62 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 11,85111.9k $371.8k $371.8k 0.01% Unchanged
63 First Heartland Consultants, Inc. 0.03% of their portfolio LAKE ST. LOUIS, MO 11,36311.4k $352.1k $352.1k 0.03% New
64 Grantvest Financial Group LLC 0.26% of their portfolio MATAWAN, NJ 11,27211.3k $349.3k $349.3k 0.26% Reduced -1.1k -1,109
65 GTS SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 10,83910.8k $335.9k $335.9k 0.01% New
66 WESPAC Advisors SoCal, LLC 0.07% of their portfolio Pasadena, CA 10,01710.0k $310.4k $310.4k 0.07% Unchanged
67 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 8,5708.6k $265.6k $265.6k 0.00% New
68 Redhawk Wealth Advisors, Inc. 0.03% of their portfolio MINNEAPOLIS, MN 8,5118.5k $263.8k $263.8k 0.03% Reduced -198 -198
69 StoneX Group Inc. 0.01% of their portfolio NEW YORK, NY 8,2008.2k $254.1k $254.1k 0.01% Reduced -3.5k -3,500
70 Brookstone Capital Management 0.00% of their portfolio WHEATON, IL 8,1898.2k $253.8k $253.8k 0.00% Reduced -19 -19
71 Integrity Financial Corp /WA 0.13% of their portfolio JACKSON, WY 8,0708.1k $250.1k $250.1k 0.13% Added +894 +894
72 Chris Bulman Inc 0.14% of their portfolio ROSEVILLE, CA 7,8897.9k $244.5k $244.5k 0.14% Reduced -19 -19
73 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 7,3337.3k $227.2k $227.2k 0.00% Unchanged
74 LANARK FINANCIAL, INC. 0.02% of their portfolio BIRMINGHAM, AL 7,2777.3k $225.0k $225.0k 0.02% Unchanged
75 UBS Group AG 0.00% of their portfolio ZURICH, V8 6,8296.8k $211.6k $211.6k 0.00% New
76 Capital Analysts, LLC 0.01% of their portfolio FORT WASHINGTON, PA 6,2636.3k $194.0k $194.0k 0.01% Unchanged
77 ORG Partners LLC 0.04% of their portfolio ROANOKE, IN 6,0006.0k $185.2k $185.2k 0.04% Unchanged
78 SILVER OAK SECURITIES, INCORPORATED 0.01% of their portfolio JACKSON, TN 5,5515.6k $172.0k $172.0k 0.01% New
79 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 4,6004.6k $142.6k $142.6k 0.00% Reduced -516 -516
80 Sunbelt Securities, Inc. 0.01% of their portfolio HOUSTON, TX 4,5774.6k $136.2k $136.2k 0.01% Reduced -900 -900
81 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 4,0604.1k $126.0k $126.0k 0.01% Unchanged
82 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,9842.0k $61.5k $61.5k 0.00% Unchanged
83 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 1,0001.0k $31.0k $31.0k 0.00% Reduced -378 -378
84 Topsail Wealth Management, LLC 0.01% of their portfolio CHARLOTTE, NC 1,0001.0k $31.0k $31.0k 0.01% Added +200 +200
85 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 940940 $29.1k $29.1k 0.00% New
86 Wagner Wealth Management, LLC 0.01% of their portfolio GREENVILLE, SC 856856 $26.5k $26.5k 0.01% Unchanged
87 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 674674 $20.9k $20.9k 0.00% Reduced -2 -2
88 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.00% of their portfolio BLUE BELL, PA 618618 $19.2k $19.2k 0.00% New
89 SOA Wealth Advisors, LLC. 0.00% of their portfolio NEW YORK, NY 573573 $17.8k $17.8k 0.00% Reduced -2.8k -2,830
90 TWIN PEAKS WEALTH ADVISORS, LLC 0.00% of their portfolio SAN FRANCISCO, CA 269269 $8.5k $8.5k 0.00% New
91 Abound Wealth Management 0.00% of their portfolio FRANKLIN, TN 230230 $7.1k $7.1k 0.00% New
92 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 2929 $899 $899 0.00% Reduced -2.1k -2,060
93 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged