Vault-13

FIRST TR EXCHNG TRADED FD VI QMAR

FT VEST NAS · ETP · CUSIP 33740F581

88 institutional holders -3 vs Q3 2025
3,683,3723.7m shares reported held*
$121.6mreported value*
5 new 10 added 49 reduced 8 sold out net sold ≈ $9.1m (-275.5k 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 ($293.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $33.00.

Trends to Q4 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: 91Q4 25: 8888Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 202588

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 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 25Q3 25: 25 bought or addedQ3 25: 53 cut or sold outQ4 25: 15 bought or addedQ4 25: 57 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20244824
Q2 20246122
Q3 20242350
Q4 20242055
Q1 20253058
Q2 20253846
Q3 20252553
Q4 20251557

Biggest buyers

RAYMOND JAMES FINANCIAL INC Added +214,890+214.9k
OLD MISSION CAPITAL LLC Added +24,884+24.9k
HRT FINANCIAL LP Added +17,888+17.9k
Vestmark Advisory Solutions, Inc. New +8,880+8.9k
GTS SECURITIES LLC Added +6,471+6.5k
ENVESTNET ASSET MANAGEMENT INC Added +3,843+3.8k
Kestra Advisory Services, LLC Added +2,692+2.7k
1776 Wealth LLC Added +1,461+1.5k
SILVER OAK SECURITIES, INCORPORATED Added +1,055+1.1k
Advisory Services Network, LLC Added +633+633

Biggest sellers

Prosperity Financial Group, Inc. Sold out -208,317-208.3k
Synergy Asset Management, LLC Reduced -96,579-96.6k
Keystone Wealth Services, LLC Sold out -34,935-34.9k
Consolidated Portfolio Review Corp Sold out -31,653-31.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -31,558-31.6k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -24,732-24.7k
GOLDMAN SACHS GROUP INC Sold out -19,026-19.0k
OSAIC HOLDINGS, INC. Reduced -12,831-12.8k
CITADEL ADVISORS LLC Reduced -11,527-11.5k
Sanctuary Advisors, LLC Reduced -7,333-7.3k

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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 445,884445.9k $14.7m $14.7m 0.00% Added +214.9k +214,890
2 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 324,374324.4k $10.7m $10.7m 0.01% Reduced -1.4k -1,385
3 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 263,216263.2k $8.7m $8.7m 0.01% Reduced -24.7k -24,732
4 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 197,793197.8k $6.5m $6.5m 0.00% Reduced -736 -736
5 Sequent Planning LLC 1.22% of their portfolio OMAHA, NE 145,271145.3k $4.8m $4.8m 1.22% Reduced -4.3k -4,340
6 Onyx Bridge Wealth Group LLC 0.51% of their portfolio TARRYTOWN, NY 144,640144.6k $4.8m $4.8m 0.51% Reduced -106 -106
7 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 143,560143.6k $4.7m $4.7m 0.01% Reduced -4.2k -4,168
8 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 136,831136.8k $4.5m $4.5m 0.01% Reduced -1.6k -1,639
9 ODonnell Financial Services, LLC 1.42% of their portfolio SAN RAFAEL, CA 126,168126.2k $4.2m $4.2m 1.42% Reduced -1.3k -1,298
10 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 124,435124.4k $4.1m $4.1m 0.01% Reduced -12.8k -12,831
11 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 116,457116.5k $3.8m $3.8m 0.00% Added +3.8k +3,843
12 Sloy Dahl & Holst, LLC 0.32% of their portfolio Vancouver, WA 81,09581.1k $2.7m $2.7m 0.32% Reduced -620 -620
13 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 77,00077.0k $2.5m $2.5m 0.00% Reduced -4.0k -4,000
14 STEPHENS INC /AR/ 0.03% of their portfolio LITTLE ROCK, AR 70,35470.4k $2.3m $2.3m 0.03% Reduced -2 -2
15 SMART Wealth LLC 0.52% of their portfolio Omaha, NE 51,99252.0k $1.7m $1.7m 0.52% Reduced -3.8k -3,762
16 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 51,38351.4k $1.7m $1.7m 0.01% Reduced -7.0k -6,971
17 FWG Investments, LLC. 1.01% of their portfolio LEXINGTON, KY 48,23448.2k $1.6m $1.6m 1.01% Reduced -3.9k -3,912
18 Synergy Asset Management, LLC 0.16% of their portfolio VANCOUVER, WA 47,29747.3k $1.6m $1.6m 0.16% Reduced -96.6k -96,579
19 HARBOUR INVESTMENTS, INC. 0.03% of their portfolio MADISON, WI 46,45946.5k $1.5m $1.5m 0.03% Reduced -268 -268
20 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 45,79845.8k $1.5m $1.5m 0.01% Added +2.7k +2,692
21 1776 Wealth LLC 0.51% of their portfolio ATLANTA, GA 41,10641.1k $1.4m $1.4m 0.51% Added +1.5k +1,461
22 Clear Creek Financial Management, LLC 0.11% of their portfolio SILVERDALE, WA 39,68539.7k $1.3m $1.3m 0.11% Reduced -5.5k -5,485
23 OLD MISSION CAPITAL LLC 0.05% of their portfolio CHICAGO, IL 38,83538.8k $1.3m $1.3m 0.05% Added +24.9k +24,884
24 Main Street Financial Solutions, LLC 0.10% of their portfolio NEWTOWN, PA 38,77038.8k $1.3m $1.3m 0.10% Reduced -1.1k -1,140
25 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 36,78236.8k $1.2m $1.2m 0.00% Reduced -100 -100
26 Faithward Advisors, LLC 0.18% of their portfolio LANCASTER, PA 36,44036.4k $1.2m $1.2m 0.18% Reduced -3.1k -3,144
27 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 34,81734.8k $1.1m $1.1m 0.00% Added +17.9k +17,888
28 Advisory Services Network, LLC 0.02% of their portfolio ATLANTA, GA 34,43034.4k $1.1m $1.1m 0.02% Added +633 +633
29 INSIGNEO ADVISORY SERVICES, LLC 0.08% of their portfolio MIAMI, FL 33,20533.2k $1.1m $1.1m 0.08% Reduced -42 -42
30 Regal Investment Advisors LLC 0.06% of their portfolio KENTWOOD, MI 32,72532.7k $1.1m $1.1m 0.06% Reduced -3.0k -2,975
31 Mariner, LLC 0.00% of their portfolio Overland Park, KS 30,43130.4k $1.0m $1.0m 0.00% Reduced -2.6k -2,645
32 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 27,96028.0k $923.0k $923.0k 0.00% Reduced -1.2k -1,200
33 FORTRESS PRIVATE LEDGER, LLC 0.30% of their portfolio RALEIGH, NC 27,77127.8k $916.5k $916.5k 0.30% Reduced -1.1k -1,054
34 RiverTree Advisors, LLC 0.56% of their portfolio WINTER PARK, FL 26,54526.5k $876.0k $876.0k 0.56% Reduced -121 -121
35 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 24,54824.5k $810.1k $810.1k 0.00% Unchanged
36 DHJJ Financial Advisors, Ltd. 0.26% of their portfolio NAPERVILLE, IL 24,03224.0k $793.1k $793.1k 0.26% Reduced -495 -495
37 NOVEM GROUP 0.09% of their portfolio Rochester, NY 22,27322.3k $735.0k $735.0k 0.09% Unchanged
38 Prasad Wealth Partners, LLC 0.19% of their portfolio INDEPENDENCE, OH 22,06122.1k $728.0k $728.0k 0.19% Reduced -1.6k -1,562
39 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 21,53621.5k $710.7k $710.7k 0.01% Reduced -1.5k -1,500
40 SILVER OAK SECURITIES, INCORPORATED 0.04% of their portfolio JACKSON, TN 19,43319.4k $642.5k $642.5k 0.04% Added +1.1k +1,055
41 Harvest Investment Services, LLC 0.12% of their portfolio Oakbrook Terrace, IL 19,25519.3k $635.4k $635.4k 0.12% Reduced -2.3k -2,306
42 Outlook Wealth Advisors, LLC 0.14% of their portfolio SHENANDOAH, TX 19,20519.2k $633.8k $633.8k 0.14% Reduced -372 -372
43 CARY STREET PARTNERS FINANCIAL LLC 0.02% of their portfolio RICHMOND, VA 18,93218.9k $624.8k $624.8k 0.02% Unchanged
44 1ST SOURCE BANK 0.03% of their portfolio SOUTH BEND, IN 18,00018.0k $594.0k $594.0k 0.03% Reduced -4.5k -4,500
45 GTS SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 17,31017.3k $571.3k $571.3k 0.02% Added +6.5k +6,471
46 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 17,09917.1k $564.3k $564.3k 0.00% Reduced -11.5k -11,527
47 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 16,36116.4k $539.9k $539.9k 0.01% Unchanged
48 CITIZENS FINANCIAL GROUP INC/RI 0.01% of their portfolio PROVIDENCE, RI 16,12116.1k $532.0k $532.0k 0.01% Unchanged
49 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 14,74514.7k $486.6k $486.6k 0.00% Unchanged
50 Ignite Planners, LLC 0.07% of their portfolio SAN CLEMENTE, CA 14,16314.2k $470.2k $470.2k 0.07% Reduced -12 -12
51 UPTICK PARTNERS, LLC 0.09% of their portfolio NACOGDOCHES, TX 13,43213.4k $443.3k $443.3k 0.09% Unchanged
52 Sunbelt Securities, Inc. 0.03% of their portfolio HOUSTON, TX 12,99013.0k $428.7k $428.7k 0.03% Unchanged
53 Spire Wealth Management 0.01% of their portfolio MCLEAN, VA 12,85512.9k $424.2k $424.2k 0.01% Reduced -1.6k -1,577
54 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 12,14212.1k $401.0k $401.0k 0.00% Unchanged
55 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 11,81111.8k $389.8k $389.8k 0.01% Reduced -40 -40
56 WINNACLE WEALTH LLC 0.28% of their portfolio WACO, TX 11,38411.4k $375.7k $375.7k 0.28% Reduced -1.7k -1,699
57 Grantvest Financial Group LLC 0.22% of their portfolio MATAWAN, NJ 10,44210.4k $344.6k $344.6k 0.22% Unchanged
58 StoneX Group Inc. 0.01% of their portfolio NEW YORK, NY 9,3019.3k $306.9k $306.9k 0.01% Reduced -1.9k -1,878
59 Center for Financial Planning, Inc. 0.03% of their portfolio SOUTHFIED, MI 8,9859.0k $296.5k $296.5k 0.03% Unchanged
60 First Heartland Consultants, Inc. 0.02% of their portfolio LAKE ST. LOUIS, MO 8,8808.9k $293.1k $293.1k 0.02% Reduced -499 -499
61 Vestmark Advisory Solutions, Inc. 0.00% of their portfolio Wakefield, MA 8,8808.9k $293.1k $293.1k 0.00% New
62 ELEVATION POINT WEALTH PARTNERS, LLC 0.01% of their portfolio DENVER, CO 8,8808.9k $293.1k $293.1k 0.01% Unchanged
63 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 8,5708.6k $282.8k $282.8k 0.00% Unchanged
64 Brookstone Capital Management 0.00% of their portfolio WHEATON, IL 8,1378.1k $268.5k $268.5k 0.00% Reduced -17 -17
65 Chris Bulman Inc 0.11% of their portfolio ROSEVILLE, CA 7,8377.8k $258.6k $258.6k 0.11% Reduced -17 -17
66 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 7,3337.3k $242.0k $242.0k 0.00% Reduced -7.3k -7,333
67 LANARK FINANCIAL, INC. 0.02% of their portfolio BIRMINGHAM, AL 7,2777.3k $240.2k $240.2k 0.02% Unchanged
68 Capital Analysts, LLC 0.01% of their portfolio FORT WASHINGTON, PA 6,9416.9k $229.0k $229.0k 0.01% Unchanged
69 Modern Wealth Management, LLC 0.00% of their portfolio KANSAS CITY, MO 6,8406.8k $225.7k $225.7k 0.00% Reduced -806 -806
70 Madrona Financial Services, LLC 0.04% of their portfolio EVERETT, WA 6,2506.2k $206.3k $206.3k 0.04% Unchanged
71 Integrity Financial Corp /WA 0.10% of their portfolio JACKSON, WY 5,8335.8k $192.5k $192.5k 0.10% Reduced -1.5k -1,495
72 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 5,0005.0k $165.0k $165.0k 0.00% Unchanged
73 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 4,6004.6k $151.8k $151.8k 0.00% Unchanged
74 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 4,0054.0k $132.0k $132.0k 0.01% Unchanged
75 Benson Wealth Management INC 0.10% of their portfolio OOLTEWAH, TN, TN 2,6252.6k $86.6k $86.6k 0.10% First filing
76 Noble Wealth Management PBC 0.04% of their portfolio GREENWOOD VILLAGE, CO 2,5002.5k $82.5k $82.5k 0.04% Reduced -1.5k -1,500
77 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,7671.8k $58.3k $58.3k 0.00% Reduced -72 -72
78 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 940940 $31.0k $31.0k 0.00% Unchanged
79 Topsail Wealth Management, LLC 0.00% of their portfolio CHARLOTTE, NC 800800 $26.4k $26.4k 0.00% Reduced -200 -200
80 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 659659 $21.7k $21.7k 0.00% Reduced -9 -9
81 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.00% of their portfolio BLUE BELL, PA 618618 $20.4k $20.4k 0.00% Unchanged
82 SOA Wealth Advisors, LLC. 0.00% of their portfolio NEW YORK, NY 573573 $18.9k $18.9k 0.00% Unchanged
83 UBS Group AG 0.00% of their portfolio ZURICH, V8 140140 $4.6k $4.6k 0.00% Added +43 +43
84 Sound Income Strategies, LLC 0.00% of their portfolio FT LAUDERDALE, FL 8080 $2.6k $2.6k 0.00% New
85 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 5858 $1.9k $1.9k 0.00% New
86 Pinnacle Wealth Planning Services, Inc. 0.00% of their portfolio MANSFIELD, OH 3434 $1.1k $1.1k 0.00% New
87 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 2929 $959 $959 0.00% New
88 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 77 $231 $231 0.00% Unchanged