Vault-13

FIRST TR EXCHNG TRADED FD VI QMAR

FT VEST NAS · ETP · CUSIP 33740F581

91 institutional holders -2 vs Q2 2025
3,982,1494.0m shares reported held*
$127.9mreported value*
8 new 17 added 46 reduced 7 sold out net sold ≈ $19.5m (-607.5k 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 ≈ $32.12.

Trends to Q3 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: 93Q3 25: 9191Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 202591

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 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 25Q2 25: 38 bought or addedQ2 25: 46 cut or sold outQ3 25: 25 bought or addedQ3 25: 53 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20231235
Q1 20244824
Q2 20246122
Q3 20242350
Q4 20242055
Q1 20253058
Q2 20253846
Q3 20252553

Biggest buyers

Synergy Asset Management, LLC Added +96,316+96.3k
Onyx Bridge Wealth Group LLC Added +41,237+41.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +31,558+31.6k
Cetera Investment Advisers Added +29,248+29.2k
GOLDMAN SACHS GROUP INC New +19,026+19.0k
LPL Financial LLC Added +18,278+18.3k
HRT FINANCIAL LP New +16,929+16.9k
WINNACLE WEALTH LLC New +13,083+13.1k
SILVER OAK SECURITIES, INCORPORATED Added +12,827+12.8k
Clear Creek Financial Management, LLC Added +10,086+10.1k

Biggest sellers

Outlook Wealth Advisors, LLC Reduced -553,563-553.6k
Rockefeller Capital Management L.P. Reduced -83,000-83.0k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -62,346-62.3k
Sequent Planning LLC Reduced -39,237-39.2k
Center for Financial Planning, Inc. Reduced -18,311-18.3k
Ameritas Advisory Services, LLC Reduced -14,720-14.7k
Kestra Advisory Services, LLC Reduced -14,091-14.1k
Prosperity Financial Group, Inc. Reduced -13,585-13.6k
RAYMOND JAMES FINANCIAL INC Reduced -13,361-13.4k
Cambridge Investment Research Advisors, Inc. Reduced -13,069-13.1k

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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 325,759325.8k $10.5m $10.5m 0.01% Added +29.2k +29,248
2 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 287,948287.9k $9.3m $9.3m 0.01% Reduced -62.3k -62,346
3 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 230,994231.0k $7.4m $7.4m 0.00% Reduced -13.4k -13,361
4 Prosperity Financial Group, Inc. 2.46% of their portfolio San Ramon, CA 208,317208.3k $6.7m $6.7m 2.46% Reduced -13.6k -13,585
5 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 198,529198.5k $6.4m $6.4m 0.00% Added +18.3k +18,278
6 Sequent Planning LLC 1.37% of their portfolio OMAHA, NE 149,611149.6k $4.8m $4.8m 1.37% Reduced -39.2k -39,237
7 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 147,728147.7k $4.8m $4.8m 0.01% Reduced -13.1k -13,069
8 Onyx Bridge Wealth Group LLC 0.51% of their portfolio TARRYTOWN, NY 144,746144.7k $4.7m $4.7m 0.51% Added +41.2k +41,237
9 Synergy Asset Management, LLC 0.16% of their portfolio VANCOUVER, WA 143,876143.9k $4.5m $4.5m 0.16% Added +96.3k +96,316
10 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 138,470138.5k $4.5m $4.5m 0.01% Reduced -11.0k -10,965
11 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 137,266137.3k $4.4m $4.4m 0.01% Reduced -2.2k -2,230
12 ODonnell Financial Services, LLC 1.46% of their portfolio SAN RAFAEL, CA 127,466127.5k $4.1m $4.1m 1.46% Reduced -310 -310
13 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 112,614112.6k $3.6m $3.6m 0.00% Reduced -5.4k -5,438
14 Sloy Dahl & Holst, LLC 0.28% of their portfolio Vancouver, WA 81,71581.7k $2.6m $2.6m 0.28% Reduced -350 -350
15 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 81,00081.0k $2.6m $2.6m 0.01% Reduced -83.0k -83,000
16 STEPHENS INC /AR/ 0.03% of their portfolio LITTLE ROCK, AR 70,35670.4k $2.3m $2.3m 0.03% Reduced -3.4k -3,393
17 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 58,35458.4k $1.9m $1.9m 0.01% Reduced -2.3k -2,283
18 SMART Wealth LLC 0.68% of their portfolio Omaha, NE 55,75455.8k $1.8m $1.8m 0.68% Reduced -2.9k -2,934
19 FWG Investments, LLC. 1.15% of their portfolio LEXINGTON, KY 52,14652.1k $1.7m $1.7m 1.15% Added +1.2k +1,206
20 HARBOUR INVESTMENTS, INC. 0.03% of their portfolio MADISON, WI 46,72746.7k $1.5m $1.5m 0.03% Reduced -3.7k -3,728
21 Clear Creek Financial Management, LLC 0.13% of their portfolio SILVERDALE, WA 45,17045.2k $1.5m $1.5m 0.13% Added +10.1k +10,086
22 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 43,10643.1k $1.4m $1.4m 0.01% Reduced -14.1k -14,091
23 Main Street Financial Solutions, LLC 0.08% of their portfolio NEWTOWN, PA 39,91039.9k $1.3m $1.3m 0.08% Unchanged
24 1776 Wealth LLC 0.49% of their portfolio ATLANTA, GA 39,64539.6k $1.3m $1.3m 0.49% Added +7.3k +7,259
25 Faithward Advisors, LLC 0.19% of their portfolio LANCASTER, PA 39,58439.6k $1.3m $1.3m 0.19% Reduced -4.9k -4,933
26 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 36,88236.9k $1.2m $1.2m 0.01% Reduced -1.9k -1,877
27 Regal Investment Advisors LLC 0.07% of their portfolio KENTWOOD, MI 35,70035.7k $1.1m $1.1m 0.07% Unchanged
28 Keystone Wealth Services, LLC 0.25% of their portfolio PALM DESERT, CA 34,93534.9k $1.1m $1.1m 0.25% Unchanged
29 Advisory Services Network, LLC 0.02% of their portfolio ATLANTA, GA 33,79733.8k $1.1m $1.1m 0.02% Added +223 +223
30 INSIGNEO ADVISORY SERVICES, LLC 0.08% of their portfolio MIAMI, FL 33,24733.2k $1.1m $1.1m 0.08% Reduced -983 -983
31 Mariner, LLC 0.00% of their portfolio Overland Park, KS 33,07633.1k $1.1m $1.1m 0.00% Added +1.9k +1,936
32 Consolidated Portfolio Review Corp 0.13% of their portfolio WOODBURY, NY 31,65331.7k $1.0m $1.0m 0.13% Added +5.7k +5,691
33 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 31,55831.6k $1.0m $1.0m 0.00% New
34 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 29,16029.2k $938.0k $938.0k 0.00% Reduced -4.3k -4,300
35 FORTRESS PRIVATE LEDGER, LLC 0.34% of their portfolio RALEIGH, NC 28,82528.8k $927.6k $927.6k 0.34% Reduced -1.4k -1,448
36 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 28,62628.6k $921.2k $921.2k 0.00% Reduced -7.5k -7,481
37 RiverTree Advisors, LLC 0.55% of their portfolio WINTER PARK, FL 26,66626.7k $858.1k $858.1k 0.55% Reduced -972 -972
38 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 24,54824.5k $790.0k $790.0k 0.00% Reduced -1.0k -1,048
39 DHJJ Financial Advisors, Ltd. 0.27% of their portfolio NAPERVILLE, IL 24,52724.5k $789.3k $789.3k 0.27% Reduced -60 -60
40 Prasad Wealth Partners, LLC 0.21% of their portfolio INDEPENDENCE, OH 23,62323.6k $760.2k $760.2k 0.21% Reduced -5.3k -5,338
41 Arkadios Wealth Advisors 0.02% of their portfolio ATLANTA, GA 23,03623.0k $741.3k $741.3k 0.02% Reduced -576 -576
42 1ST SOURCE BANK 0.04% of their portfolio SOUTH BEND, IN 22,50022.5k $724.1k $724.1k 0.04% Unchanged
43 NOVEM GROUP 0.09% of their portfolio Rochester, NY 22,27322.3k $716.8k $716.8k 0.09% Added +100 +100
44 Harvest Investment Services, LLC 0.14% of their portfolio Oakbrook Terrace, IL 21,56121.6k $693.8k $693.8k 0.14% Added +448 +448
45 Outlook Wealth Advisors, LLC 0.16% of their portfolio SHENANDOAH, TX 19,57719.6k $630.0k $630.0k 0.16% Reduced -553.6k -553,563
46 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 19,02619.0k $612.3k $612.3k 0.00% New
47 CARY STREET PARTNERS FINANCIAL LLC 0.02% of their portfolio RICHMOND, VA 18,93218.9k $609.2k $609.2k 0.02% Unchanged
48 SILVER OAK SECURITIES, INCORPORATED 0.04% of their portfolio JACKSON, TN 18,37818.4k $591.4k $591.4k 0.04% Added +12.8k +12,827
49 Bullseye Investment Management, LLC 0.29% of their portfolio CINCINNATI, OH 17,06217.1k $482.7k $482.7k 0.29% Unchanged
50 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 16,92916.9k $544.0k $544.0k 0.00% New
51 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 16,36116.4k $526.5k $526.5k 0.01% Unchanged
52 CITIZENS FINANCIAL GROUP INC/RI 0.01% of their portfolio PROVIDENCE, RI 16,12116.1k $518.8k $518.8k 0.01% Unchanged
53 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 14,74514.7k $474.5k $474.5k 0.00% Unchanged
54 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 14,66614.7k $443.4k $443.4k 0.00% Added +7.3k +7,333
55 Spire Wealth Management 0.02% of their portfolio MCLEAN, VA 14,43214.4k $464.4k $464.4k 0.02% Reduced -427 -427
56 Ignite Planners, LLC 0.07% of their portfolio SAN CLEMENTE, CA 14,17514.2k $456.2k $456.2k 0.07% Reduced -100 -100
57 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 13,95114.0k $448.9k $448.9k 0.02% Reduced -9.5k -9,542
58 UPTICK PARTNERS, LLC 0.11% of their portfolio NACOGDOCHES, TX 13,43213.4k $432.2k $432.2k 0.11% Reduced -1.9k -1,912
59 WINNACLE WEALTH LLC 0.34% of their portfolio WACO, TX 13,08313.1k $431.7k $431.7k 0.34% New
60 Sunbelt Securities, Inc. 0.03% of their portfolio HOUSTON, TX 12,99013.0k $418.0k $418.0k 0.03% Added +8.4k +8,413
61 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 12,14212.1k $391.0k $391.0k 0.00% Reduced -163 -163
62 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 11,85111.9k $383.4k $383.4k 0.01% Unchanged
63 StoneX Group Inc. 0.02% of their portfolio NEW YORK, NY 11,17911.2k $359.7k $359.7k 0.02% Added +3.0k +2,979
64 GTS SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 10,83910.8k $348.8k $348.8k 0.01% Unchanged
65 Grantvest Financial Group LLC 0.23% of their portfolio MATAWAN, NJ 10,44210.4k $336.0k $336.0k 0.23% Reduced -830 -830
66 First Heartland Consultants, Inc. 0.02% of their portfolio LAKE ST. LOUIS, MO 9,3799.4k $301.8k $301.8k 0.02% Reduced -2.0k -1,984
67 Center for Financial Planning, Inc. 0.03% of their portfolio SOUTHFIED, MI 8,9859.0k $289.1k $289.1k 0.03% Reduced -18.3k -18,311
68 ELEVATION POINT WEALTH PARTNERS, LLC 0.02% of their portfolio DENVER, CO 8,8808.9k $285.8k $285.8k 0.02% New
69 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 8,5708.6k $275.8k $275.8k 0.00% Unchanged
70 Brookstone Capital Management 0.00% of their portfolio WHEATON, IL 8,1548.2k $262.4k $262.4k 0.00% Reduced -35 -35
71 Chris Bulman Inc 0.13% of their portfolio ROSEVILLE, CA 7,8547.9k $252.7k $252.7k 0.13% Reduced -35 -35
72 Modern Wealth Management, LLC 0.00% of their portfolio KANSAS CITY, MO 7,6467.6k $246.1k $246.1k 0.00% Reduced -6.1k -6,078
73 Integrity Financial Corp /WA 0.11% of their portfolio JACKSON, WY 7,3287.3k $235.8k $235.8k 0.11% Reduced -742 -742
74 LANARK FINANCIAL, INC. 0.02% of their portfolio BIRMINGHAM, AL 7,2777.3k $234.2k $234.2k 0.02% Unchanged
75 Ameritas Advisory Services, LLC 0.01% of their portfolio Lincoln, NE 7,0007.0k $225.3k $225.3k 0.01% Reduced -14.7k -14,720
76 Capital Analysts, LLC 0.01% of their portfolio FORT WASHINGTON, PA 6,9416.9k $224.0k $224.0k 0.01% Added +678 +678
77 Madrona Financial Services, LLC 0.04% of their portfolio EVERETT, WA 6,2506.2k $201.1k $201.1k 0.04% New
78 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 5,0005.0k $161.0k $161.0k 0.00% New
79 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 4,6004.6k $148.0k $148.0k 0.00% Unchanged
80 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 4,0054.0k $129.0k $129.0k 0.01% Reduced -55 -55
81 Noble Wealth Management PBC 0.07% of their portfolio GREENWOOD VILLAGE, CO 4,0004.0k $128.7k $128.7k 0.07% First filing
82 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,8391.8k $59.2k $59.2k 0.00% Reduced -145 -145
83 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 1,0001.0k $32.2k $32.2k 0.00% Unchanged
84 Topsail Wealth Management, LLC 0.01% of their portfolio CHARLOTTE, NC 1,0001.0k $32.2k $32.2k 0.01% Unchanged
85 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 940940 $30.2k $30.2k 0.00% Unchanged
86 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 668668 $21.5k $21.5k 0.00% Reduced -6 -6
87 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.00% of their portfolio BLUE BELL, PA 618618 $19.9k $19.9k 0.00% Unchanged
88 SOA Wealth Advisors, LLC. 0.00% of their portfolio NEW YORK, NY 573573 $18.4k $18.4k 0.00% Unchanged
89 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 241241 $7.8k $7.8k 0.00% New
90 UBS Group AG 0.00% of their portfolio ZURICH, V8 9797 $3.1k $3.1k 0.00% Reduced -6.7k -6,732
91 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 77 $225 $225 0.00% Reduced -22 -22