Vault-13

FIRST TR EXCHNG TRADED FD VI QMAR

FT VEST NAS · ETP · CUSIP 33740F581

97 institutional holders +7 vs Q1 2026
3,536,4403.5m shares reported held*
$131.7mreported value*
15 new 24 added 39 reduced 7 sold out net sold ≈ $6.1m (-163.6k 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 ($338.7k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $37.23.

Trends to Q2 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: 90Q2 26: 9797Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 202697

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 25Q1 26: 31 bought or addedQ1 26: 50 cut or sold outQ2 26: 39 bought or addedQ2 26: 46 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20242350
Q4 20242055
Q1 20253058
Q2 20253846
Q3 20252553
Q4 20251557
Q1 20263150
Q2 20263946

Biggest buyers

Modern Wealth Management, LLC Added +90,680+90.7k
SILVER OAK SECURITIES, INCORPORATED Added +43,078+43.1k
Ameritas Advisory Services, LLC New +33,690+33.7k
MML INVESTORS SERVICES, LLC Added +30,991+31.0k
CITADEL ADVISORS LLC New +30,072+30.1k
Kovack Advisors, Inc. New +29,522+29.5k
Harvest Investment Services, LLC New +28,544+28.5k
Janney Montgomery Scott LLC New +28,261+28.3k
Faithward Advisors, LLC Added +16,392+16.4k
CITIZENS FINANCIAL GROUP INC/RI Added +15,684+15.7k

Biggest sellers

RAYMOND JAMES FINANCIAL INC Reduced -251,205-251.2k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -123,659-123.7k
Kestra Advisory Services, LLC Reduced -60,673-60.7k
JANE STREET GROUP, LLC Sold out -36,212-36.2k
ENVESTNET ASSET MANAGEMENT INC Reduced -27,066-27.1k
ODonnell Financial Services, LLC Reduced -23,197-23.2k
JPMORGAN CHASE & CO Sold out -12,890-12.9k
INSIGNEO ADVISORY SERVICES, LLC Reduced -10,199-10.2k
Sequent Planning LLC Reduced -10,072-10.1k
Synergy Asset Management, LLC Reduced -9,316-9.3k

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, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 343,658343.7k $12.8m $12.8m 0.01% Added +5.3k +5,331
2 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 252,209252.2k $9.4m $9.4m 0.01% Reduced -123.7k -123,659
3 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 204,385204.4k $7.6m $7.6m 0.00% Reduced -3.8k -3,843
4 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 196,883196.9k $7.3m $7.3m 0.00% Reduced -251.2k -251,205
5 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 138,889138.9k $5.2m $5.2m 0.01% Added +311 +311
6 Onyx Bridge Wealth Group LLC 0.45% of their portfolio TARRYTOWN, NY 133,301133.3k $5.0m $5.0m 0.45% Reduced -7.9k -7,941
7 Sequent Planning LLC 1.04% of their portfolio OMAHA, NE 130,620130.6k $4.9m $4.9m 1.04% Reduced -10.1k -10,072
8 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 127,028127.0k $4.7m $4.7m 0.01% Reduced -9.0k -9,028
9 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 114,457114.5k $4.3m $4.3m 0.01% Added +13.1k +13,079
10 ODonnell Financial Services, LLC 1.23% of their portfolio SAN RAFAEL, CA 111,899111.9k $4.2m $4.2m 1.23% Reduced -23.2k -23,197
11 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 100,100100.1k $3.7m $3.7m 0.00% Reduced -27.1k -27,066
12 Modern Wealth Management, LLC 0.04% of their portfolio KANSAS CITY, MO 97,52097.5k $3.6m $3.6m 0.04% Added +90.7k +90,680
13 Sloy Dahl & Holst, LLC 0.37% of their portfolio Vancouver, WA 80,09580.1k $3.0m $3.0m 0.37% Unchanged
14 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 75,00075.0k $2.8m $2.8m 0.00% Reduced -500 -500
15 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 71,93871.9k $2.7m $2.7m 0.01% Reduced -60.7k -60,673
16 SMART Wealth LLC 0.53% of their portfolio Omaha, NE 66,41566.4k $2.5m $2.5m 0.53% Added +10.0k +9,990
17 SILVER OAK SECURITIES, INCORPORATED 0.13% of their portfolio JACKSON, TN 58,69458.7k $2.2m $2.2m 0.13% Added +43.1k +43,078
18 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 50,73750.7k $1.9m $1.9m 0.01% Reduced -484 -484
19 Faithward Advisors, LLC 0.23% of their portfolio LANCASTER, PA 49,93749.9k $1.9m $1.9m 0.23% Added +16.4k +16,392
20 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 46,35546.4k $1.7m $1.7m 0.02% Added +1.9k +1,883
21 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 44,02544.0k $1.6m $1.6m 0.00% Added +31.0k +30,991
22 Keystone Wealth Services, LLC 0.28% of their portfolio PALM DESERT, CA 40,48540.5k $1.5m $1.5m 0.28% Added +5.5k +5,550
23 FWG Investments, LLC. 0.79% of their portfolio LEXINGTON, KY 40,31740.3k $1.5m $1.5m 0.79% Added +2.1k +2,082
24 1776 Wealth LLC 0.53% of their portfolio ATLANTA, GA 40,07540.1k $1.5m $1.5m 0.53% Reduced -672 -672
25 Clear Creek Financial Management, LLC 0.09% of their portfolio SILVERDALE, WA 39,59239.6k $1.5m $1.5m 0.09% Added +6.2k +6,151
26 Main Street Financial Solutions, LLC 0.09% of their portfolio NEWTOWN, PA 38,77038.8k $1.4m $1.4m 0.09% Unchanged
27 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 35,61835.6k $1.3m $1.3m 0.00% Reduced -164 -164
28 Ameritas Advisory Services, LLC 0.03% of their portfolio Lincoln, NE 33,69033.7k $1.3m $1.3m 0.03% New
29 Synergy Asset Management, LLC 0.11% of their portfolio VANCOUVER, WA 32,06032.1k $1.2m $1.2m 0.11% Reduced -9.3k -9,316
30 CITIZENS FINANCIAL GROUP INC/RI 0.01% of their portfolio PROVIDENCE, RI 31,80531.8k $1.2m $1.2m 0.01% Added +15.7k +15,684
31 Regal Investment Advisors LLC 0.06% of their portfolio KENTWOOD, MI 30,20030.2k $1.1m $1.1m 0.06% Unchanged
32 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 30,07230.1k $1.1m $1.1m 0.00% New
33 Kovack Advisors, Inc. 0.05% of their portfolio FT. LAUDERDALE, FL 29,52229.5k $1.1m $1.1m 0.05% New
34 Harvest Investment Services, LLC 0.16% of their portfolio Oakbrook Terrace, IL 28,54428.5k $1.1m $1.1m 0.16% New
35 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 28,26128.3k $1.1m $1.1m 0.00% New
36 RiverTree Advisors, LLC 0.57% of their portfolio WINTER PARK, FL 26,14026.1k $973.3k $973.3k 0.57% Reduced -122 -122
37 FORTRESS PRIVATE LEDGER, LLC 0.26% of their portfolio RALEIGH, NC 25,15025.1k $936.5k $936.5k 0.26% Reduced -940 -940
38 DHJJ Financial Advisors, Ltd. 0.26% of their portfolio NAPERVILLE, IL 23,91623.9k $890.5k $890.5k 0.26% Reduced -235 -235
39 NOVEM GROUP 0.08% of their portfolio Rochester, NY 21,97322.0k $818.2k $818.2k 0.08% Added +500 +500
40 Mariner, LLC 0.00% of their portfolio Overland Park, KS 21,27121.3k $792.0k $792.0k 0.00% Reduced -4.8k -4,835
41 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 20,82220.8k $775.3k $775.3k 0.01% Reduced -474 -474
42 INSIGNEO ADVISORY SERVICES, LLC 0.03% of their portfolio MIAMI, FL 18,78218.8k $699.3k $699.3k 0.03% Reduced -10.2k -10,199
43 Outlook Wealth Advisors, LLC 0.15% of their portfolio SHENANDOAH, TX 18,57518.6k $691.6k $691.6k 0.15% Reduced -637 -637
44 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 17,97418.0k $669.3k $669.3k 0.02% Reduced -6.9k -6,868
45 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 17,06517.1k $635.4k $635.4k 0.00% Reduced -8.1k -8,142
46 Prasad Wealth Partners, LLC 0.15% of their portfolio INDEPENDENCE, OH 16,43616.4k $612.0k $612.0k 0.15% Added +118 +118
47 1ST SOURCE BANK 0.03% of their portfolio SOUTH BEND, IN 16,22216.2k $604.0k $604.0k 0.03% Reduced -1.8k -1,778
48 UPTICK PARTNERS, LLC 0.09% of their portfolio NACOGDOCHES, TX 15,65515.7k $582.9k $582.9k 0.09% Added +2.2k +2,240
49 Ignite Planners, LLC 0.08% of their portfolio SAN CLEMENTE, CA 15,50015.5k $577.1k $577.1k 0.08% Added +255 +255
50 StoneX Group Inc. 0.02% of their portfolio NEW YORK, NY 14,73514.7k $548.7k $548.7k 0.02% Reduced -1.9k -1,865
51 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 13,81513.8k $514.4k $514.4k 0.00% Reduced -450 -450
52 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 13,53113.5k $504.0k $504.0k 0.00% New
53 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 13,30613.3k $495.5k $495.5k 0.01% Added +518 +518
54 Grantvest Financial Group LLC 0.25% of their portfolio MATAWAN, NJ 11,53311.5k $429.4k $429.4k 0.25% Added +1.1k +1,091
55 Spire Wealth Management 0.01% of their portfolio MCLEAN, VA 11,45911.5k $426.7k $426.7k 0.01% Reduced -636 -636
56 Parallel Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 11,25011.2k $418.9k $418.9k 0.01% Unchanged
57 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 11,14611.1k $415.0k $415.0k 0.00% Reduced -1.6k -1,640
58 BECK CAPITAL MANAGEMENT, LLC 0.07% of their portfolio AUSTIN, TX 10,73810.7k $399.8k $399.8k 0.07% New
59 WINNACLE WEALTH LLC 0.25% of their portfolio WACO, TX 9,8599.9k $367.1k $367.1k 0.25% Reduced -247 -247
60 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 9,8589.9k $367.1k $367.1k 0.00% New
61 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 9,1739.2k $341.6k $341.6k 0.00% Unchanged
62 Center for Financial Planning, Inc. 0.03% of their portfolio SOUTHFIED, MI 8,9859.0k $334.6k $334.6k 0.03% Unchanged
63 Vestmark Advisory Solutions, Inc. 0.00% of their portfolio Wakefield, MA 8,8808.9k $330.6k $330.6k 0.00% Unchanged
64 ELEVATION POINT WEALTH PARTNERS, LLC 0.01% of their portfolio DENVER, CO 8,8808.9k $330.6k $330.6k 0.01% Unchanged
65 STEPHENS INC /AR/ 0.00% of their portfolio LITTLE ROCK, AR 8,5738.6k $319.2k $319.2k 0.00% Added +817 +817
66 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 8,3118.3k $309.5k $309.5k 0.00% Unchanged
67 Brookstone Capital Management 0.00% of their portfolio WHEATON, IL 7,7817.8k $289.7k $289.7k 0.00% Reduced -30 -30
68 Chris Bulman Inc 0.11% of their portfolio ROSEVILLE, CA 7,7817.8k $289.7k $289.7k 0.11% Reduced -30 -30
69 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 7,7777.8k $289.6k $289.6k 0.00% Unchanged
70 LANARK FINANCIAL, INC. 0.02% of their portfolio BIRMINGHAM, AL 7,6777.7k $285.9k $285.9k 0.02% Added +206 +206
71 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 7,5327.5k $280.0k $280.0k 0.01% Reduced -792 -792
72 Capital Analysts, LLC 0.01% of their portfolio FORT WASHINGTON, PA 6,9416.9k $258.0k $258.0k 0.01% Unchanged
73 Madrona Financial Services, LLC 0.04% of their portfolio EVERETT, WA 6,2506.2k $232.7k $232.7k 0.04% Unchanged
74 CHOREO, LLC 0.00% of their portfolio ROCKFORD, IL 5,6835.7k $211.6k $211.6k 0.00% Reduced -1.3k -1,317
75 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 5,5465.5k $206.5k $206.5k 0.00% New
76 PFG Investments, LLC 0.01% of their portfolio WOODBURY, NY 5,5295.5k $205.9k $205.9k 0.01% New
77 First Heartland Consultants, Inc. 0.01% of their portfolio LAKE ST. LOUIS, MO 5,5255.5k $205.7k $205.7k 0.01% New
78 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 5,2455.2k $195.2k $195.2k 0.00% New
79 FIDUCIARY FINANCIAL ADVISORS 0.02% of their portfolio GRAND RAPIDS, MI 5,2365.2k $194.9k $194.9k 0.02% New
80 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 4,0604.1k $151.2k $151.2k 0.00% Reduced -1.3k -1,335
81 Integrity Financial Corp /WA 0.07% of their portfolio JACKSON, WY 3,9323.9k $146.4k $146.4k 0.07% Reduced -2.0k -2,008
82 Buck Wealth Strategies, LLC 0.01% of their portfolio DENVER, CO 2,7152.7k $101.1k $101.1k 0.01% New
83 Benson Wealth Management INC 0.10% of their portfolio OOLTEWAH, TN, TN 2,6252.6k $97.7k $97.7k 0.10% Unchanged
84 Noble Wealth Management PBC 0.04% of their portfolio GREENWOOD VILLAGE, CO 2,5002.5k $93.1k $93.1k 0.04% Unchanged
85 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 2,4002.4k $89.0k $89.0k 0.00% Reduced -2.6k -2,600
86 AMERIFLEX GROUP, INC. 0.03% of their portfolio LAS VEGAS, NV 2,3002.3k $85.6k $85.6k 0.03% New
87 Capital Investment Advisory Services, LLC 0.01% of their portfolio RALEIGH, NC 2,2222.2k $82.7k $82.7k 0.01% Added +2.2k +2,220
88 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,5871.6k $59.1k $59.1k 0.00% Unchanged
89 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.00% of their portfolio BLUE BELL, PA 1,0181.0k $37.9k $37.9k 0.00% Added +400 +400
90 Topsail Wealth Management, LLC 0.00% of their portfolio CHARLOTTE, NC 800800 $29.8k $29.8k 0.00% Unchanged
91 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 752752 $28.0k $28.0k 0.00% Unchanged
92 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 634634 $23.6k $23.6k 0.00% Reduced -22 -22
93 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 500500 $18.4k $18.4k 0.00% Unchanged
94 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 223223 $8.3k $8.3k 0.00% Added +216 +216
95 SOA Wealth Advisors, LLC. 0.00% of their portfolio NEW YORK, NY 9292 $3.4k $3.4k 0.00% Reduced -151 -151
96 Pinnacle Wealth Planning Services, Inc. 0.00% of their portfolio MANSFIELD, OH 44 $149 $149 0.00% Reduced -30 -30
97 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 11 $37 $37 0.00% Unchanged