Vault-13

FIRST TR EXCHNG TRADED FD VI QMAR

FT VEST NAS · ETP · CUSIP 33740F581

90 institutional holders +2 vs Q4 2025
3,713,5763.7m shares reported held*
$124.8mreported value*
11 new 20 added 41 reduced 9 sold out net bought ≈ $1.0m (+30.2k 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 ($298.5k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $33.62.

Trends to Q1 2026

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: 88Q1 26: 9090Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 202690

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 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 25Q4 25: 15 bought or addedQ4 25: 57 cut or sold outQ1 26: 31 bought or addedQ1 26: 50 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20246122
Q3 20242350
Q4 20242055
Q1 20253058
Q2 20253846
Q3 20252553
Q4 20251557
Q1 20263150

Biggest buyers

COMMONWEALTH EQUITY SERVICES, LLC Added +112,652+112.7k
Kestra Advisory Services, LLC Added +86,813+86.8k
JANE STREET GROUP, LLC New +36,212+36.2k
Keystone Wealth Services, LLC New +34,935+34.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +25,207+25.2k
Cetera Investment Advisers Added +13,953+14.0k
JPMORGAN CHASE & CO New +12,890+12.9k
Parallel Advisors, LLC New +11,250+11.2k
ENVESTNET ASSET MANAGEMENT INC Added +10,709+10.7k
LPL Financial LLC Added +10,435+10.4k

Biggest sellers

STEPHENS INC /AR/ Reduced -62,598-62.6k
HRT FINANCIAL LP Sold out -34,817-34.8k
Advisory Services Network, LLC Reduced -31,708-31.7k
Janney Montgomery Scott LLC Sold out -27,960-28.0k
OSAIC HOLDINGS, INC. Reduced -23,057-23.1k
Harvest Investment Services, LLC Sold out -19,255-19.3k
CARY STREET PARTNERS FINANCIAL LLC Sold out -18,932-18.9k
GTS SECURITIES LLC Sold out -17,310-17.3k
CITADEL ADVISORS LLC Sold out -17,099-17.1k
OLD MISSION CAPITAL LLC Reduced -13,993-14.0k

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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 448,088448.1k $15.1m $15.1m 0.00% Added +2.2k +2,204
2 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 375,868375.9k $12.6m $12.6m 0.02% Added +112.7k +112,652
3 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 338,327338.3k $11.4m $11.4m 0.01% Added +14.0k +13,953
4 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 208,228208.2k $7.0m $7.0m 0.00% Added +10.4k +10,435
5 Onyx Bridge Wealth Group LLC 0.51% of their portfolio TARRYTOWN, NY 141,242141.2k $4.7m $4.7m 0.51% Reduced -3.4k -3,398
6 Sequent Planning LLC 1.14% of their portfolio OMAHA, NE 140,692140.7k $4.7m $4.7m 1.14% Reduced -4.6k -4,579
7 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 138,578138.6k $4.7m $4.7m 0.01% Reduced -5.0k -4,982
8 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 136,056136.1k $4.6m $4.6m 0.01% Reduced -775 -775
9 ODonnell Financial Services, LLC 1.56% of their portfolio SAN RAFAEL, CA 135,096135.1k $4.5m $4.5m 1.56% Added +8.9k +8,928
10 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 132,611132.6k $4.5m $4.5m 0.02% Added +86.8k +86,813
11 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 127,166127.2k $4.3m $4.3m 0.00% Added +10.7k +10,709
12 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 101,378101.4k $3.4m $3.4m 0.00% Reduced -23.1k -23,057
13 Sloy Dahl & Holst, LLC 0.37% of their portfolio Vancouver, WA 80,09580.1k $2.7m $2.7m 0.37% Reduced -1.0k -1,000
14 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 75,50075.5k $2.5m $2.5m 0.00% Reduced -1.5k -1,500
15 SMART Wealth LLC 0.56% of their portfolio Omaha, NE 56,42556.4k $1.9m $1.9m 0.56% Added +4.4k +4,433
16 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 51,22151.2k $1.7m $1.7m 0.01% Reduced -162 -162
17 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 44,47244.5k $1.5m $1.5m 0.02% Reduced -2.0k -1,987
18 Synergy Asset Management, LLC 0.15% of their portfolio VANCOUVER, WA 41,37641.4k $1.4m $1.4m 0.15% Reduced -5.9k -5,921
19 1776 Wealth LLC 0.54% of their portfolio ATLANTA, GA 40,74740.7k $1.4m $1.4m 0.54% Reduced -359 -359
20 Main Street Financial Solutions, LLC 0.10% of their portfolio NEWTOWN, PA 38,77038.8k $1.3m $1.3m 0.10% Unchanged
21 FWG Investments, LLC. 0.82% of their portfolio LEXINGTON, KY 38,23538.2k $1.3m $1.3m 0.82% Reduced -10.0k -9,999
22 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 36,21236.2k $1.2m $1.2m 0.00% New
23 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 35,78235.8k $1.2m $1.2m 0.00% Reduced -1.0k -1,000
24 Keystone Wealth Services, LLC 0.25% of their portfolio PALM DESERT, CA 34,93534.9k $1.2m $1.2m 0.25% New
25 Faithward Advisors, LLC 0.16% of their portfolio LANCASTER, PA 33,54533.5k $1.1m $1.1m 0.16% Reduced -2.9k -2,895
26 Clear Creek Financial Management, LLC 0.09% of their portfolio SILVERDALE, WA 33,44133.4k $1.1m $1.1m 0.09% Reduced -6.2k -6,244
27 Regal Investment Advisors LLC 0.06% of their portfolio KENTWOOD, MI 30,20030.2k $1.0m $1.0m 0.06% Reduced -2.5k -2,525
28 INSIGNEO ADVISORY SERVICES, LLC 0.07% of their portfolio MIAMI, FL 28,98129.0k $974.3k $974.3k 0.07% Reduced -4.2k -4,224
29 RiverTree Advisors, LLC 0.56% of their portfolio WINTER PARK, FL 26,26226.3k $882.9k $882.9k 0.56% Reduced -283 -283
30 Mariner, LLC 0.00% of their portfolio Overland Park, KS 26,10626.1k $877.7k $877.7k 0.00% Reduced -4.3k -4,325
31 FORTRESS PRIVATE LEDGER, LLC 0.27% of their portfolio RALEIGH, NC 26,09026.1k $877.1k $877.1k 0.27% Reduced -1.7k -1,681
32 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 25,20725.2k $847.5k $847.5k 0.00% New
33 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 24,84224.8k $835.2k $835.2k 0.02% Reduced -14.0k -13,993
34 DHJJ Financial Advisors, Ltd. 0.27% of their portfolio NAPERVILLE, IL 24,15124.2k $812.0k $812.0k 0.27% Added +119 +119
35 NOVEM GROUP 0.08% of their portfolio Rochester, NY 21,47321.5k $721.9k $721.9k 0.08% Reduced -800 -800
36 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 21,29621.3k $716.0k $716.0k 0.01% Reduced -240 -240
37 Outlook Wealth Advisors, LLC 0.16% of their portfolio SHENANDOAH, TX 19,21219.2k $645.9k $645.9k 0.16% Added +7 +7
38 1ST SOURCE BANK 0.03% of their portfolio SOUTH BEND, IN 18,00018.0k $605.2k $605.2k 0.03% Unchanged
39 StoneX Group Inc. 0.03% of their portfolio NEW YORK, NY 16,60016.6k $558.1k $558.1k 0.03% Added +7.3k +7,299
40 Prasad Wealth Partners, LLC 0.15% of their portfolio INDEPENDENCE, OH 16,31816.3k $548.6k $548.6k 0.15% Reduced -5.7k -5,743
41 CITIZENS FINANCIAL GROUP INC/RI 0.01% of their portfolio PROVIDENCE, RI 16,12116.1k $542.0k $542.0k 0.01% Unchanged
42 SILVER OAK SECURITIES, INCORPORATED 0.04% of their portfolio JACKSON, TN 15,61615.6k $525.0k $525.0k 0.04% Reduced -3.8k -3,817
43 Ignite Planners, LLC 0.08% of their portfolio SAN CLEMENTE, CA 15,24515.2k $512.5k $512.5k 0.08% Added +1.1k +1,082
44 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 14,26514.3k $479.6k $479.6k 0.00% Reduced -480 -480
45 UPTICK PARTNERS, LLC 0.09% of their portfolio NACOGDOCHES, TX 13,41513.4k $451.0k $451.0k 0.09% Reduced -17 -17
46 Sunbelt Securities, Inc. 0.03% of their portfolio HOUSTON, TX 13,28613.3k $446.7k $446.7k 0.03% Added +296 +296
47 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 13,03413.0k $438.2k $438.2k 0.00% Reduced -11.5k -11,514
48 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 12,89012.9k $423.2k $423.2k 0.00% New
49 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 12,78812.8k $429.9k $429.9k 0.01% Added +977 +977
50 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 12,78612.8k $429.9k $429.9k 0.01% Reduced -3.6k -3,575
51 Spire Wealth Management 0.01% of their portfolio MCLEAN, VA 12,09512.1k $406.6k $406.6k 0.01% Reduced -760 -760
52 Parallel Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 11,25011.2k $378.2k $378.2k 0.01% New
53 Grantvest Financial Group LLC 0.23% of their portfolio MATAWAN, NJ 10,44210.4k $351.1k $351.1k 0.23% Unchanged
54 WINNACLE WEALTH LLC 0.26% of their portfolio WACO, TX 10,10610.1k $339.8k $339.8k 0.26% Reduced -1.3k -1,278
55 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 9,1739.2k $308.4k $308.4k 0.00% Added +603 +603
56 Center for Financial Planning, Inc. 0.03% of their portfolio SOUTHFIED, MI 8,9859.0k $302.1k $302.1k 0.03% Unchanged
57 Vestmark Advisory Solutions, Inc. 0.00% of their portfolio Wakefield, MA 8,8808.9k $298.5k $298.5k 0.00% Unchanged
58 ELEVATION POINT WEALTH PARTNERS, LLC 0.01% of their portfolio DENVER, CO 8,8808.9k $298.5k $298.5k 0.01% Unchanged
59 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 8,3248.3k $280.0k $280.0k 0.01% Added +4.3k +4,319
60 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 8,3118.3k $279.4k $279.4k 0.00% New
61 Brookstone Capital Management 0.00% of their portfolio WHEATON, IL 7,8117.8k $262.6k $262.6k 0.00% Reduced -326 -326
62 Chris Bulman Inc 0.12% of their portfolio ROSEVILLE, CA 7,8117.8k $262.6k $262.6k 0.12% Reduced -26 -26
63 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 7,7777.8k $261.5k $261.5k 0.00% Added +444 +444
64 STEPHENS INC /AR/ 0.00% of their portfolio LITTLE ROCK, AR 7,7567.8k $260.8k $260.8k 0.00% Reduced -62.6k -62,598
65 LANARK FINANCIAL, INC. 0.02% of their portfolio BIRMINGHAM, AL 7,4717.5k $251.2k $251.2k 0.02% Added +194 +194
66 CHOREO, LLC 0.00% of their portfolio ROCKFORD, IL 7,0007.0k $235.3k $235.3k 0.00% New
67 Capital Analysts, LLC 0.01% of their portfolio FORT WASHINGTON, PA 6,9416.9k $234.0k $234.0k 0.01% Unchanged
68 Modern Wealth Management, LLC 0.00% of their portfolio KANSAS CITY, MO 6,8406.8k $231.3k $231.3k 0.00% Unchanged
69 Madrona Financial Services, LLC 0.05% of their portfolio EVERETT, WA 6,2506.2k $210.1k $210.1k 0.05% Unchanged
70 Integrity Financial Corp /WA 0.10% of their portfolio JACKSON, WY 5,9405.9k $199.7k $199.7k 0.10% Added +107 +107
71 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 5,3955.4k $181.4k $181.4k 0.00% Added +795 +795
72 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 5,0005.0k $168.0k $168.0k 0.00% Unchanged
73 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 2,7222.7k $91.5k $91.5k 0.00% Reduced -31.7k -31,708
74 Benson Wealth Management INC 0.12% of their portfolio OOLTEWAH, TN, TN 2,6252.6k $88.3k $88.3k 0.12% Unchanged
75 Noble Wealth Management PBC 0.04% of their portfolio GREENWOOD VILLAGE, CO 2,5002.5k $84.0k $84.0k 0.04% Unchanged
76 TopTier Wealth Management, LLC 0.05% of their portfolio MUSKEGO, WI 2,3002.3k $77.3k $77.3k 0.05% New
77 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,5871.6k $53.4k $53.4k 0.00% Reduced -180 -180
78 Topsail Wealth Management, LLC 0.00% of their portfolio CHARLOTTE, NC 800800 $26.9k $26.9k 0.00% Unchanged
79 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 752752 $25.3k $25.3k 0.00% Reduced -188 -188
80 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 656656 $22.1k $22.1k 0.00% Reduced -3 -3
81 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.00% of their portfolio BLUE BELL, PA 618618 $20.8k $20.8k 0.00% Unchanged
82 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 500500 $16.5k $16.5k 0.00% New
83 TWIN PEAKS WEALTH ADVISORS, LLC 0.00% of their portfolio SAN FRANCISCO, CA 269269 $9.1k $9.1k 0.00% New
84 SOA Wealth Advisors, LLC. 0.00% of their portfolio NEW YORK, NY 243243 $8.2k $8.2k 0.00% Reduced -330 -330
85 Sound Income Strategies, LLC 0.00% of their portfolio FT LAUDERDALE, FL 8080 $2.7k $2.7k 0.00% Unchanged
86 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 5252 $1.7k $1.7k 0.00% New
87 Pinnacle Wealth Planning Services, Inc. 0.00% of their portfolio MANSFIELD, OH 3434 $1.1k $1.1k 0.00% Unchanged
88 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 77 $235 $235 0.00% Unchanged
89 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 22 $67 $67 0.00% Reduced -56 -56
90 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 11 $33 $33 0.00% Reduced -28 -28