Vault-13

FIRST TR EXCHNG TRADED FD VI FMAR

FT VEST US EQT · ETP · CUSIP 33740F599

68 institutional holders -4 vs Q1 2023
2,554,5522.6m shares reported held*
$91.0mreported value*
9 new 30 added 17 reduced 15 sold out net bought ≈ $4.7m (+132.0k 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 ≈ $35.62.

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 56Q4 22: 57Q1 23: 72Q2 23: 6868Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 202256
Q4 202257
Q1 202372
Q2 202368

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 22: 17 bought or addedQ4 22: 27 cut or sold outQ4 22Q1 23: 53 bought or addedQ1 23: 22 cut or sold outQ1 23Q2 23: 39 bought or addedQ2 23: 32 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 20221727
Q1 20235322
Q2 20233932

Biggest buyers

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC Added +102,402+102.4k
Cambridge Investment Research Advisors, Inc. Added +72,364+72.4k
1776 Wealth LLC New +28,847+28.8k
CWM, LLC Added +24,930+24.9k
MML INVESTORS SERVICES, LLC Added +16,724+16.7k
Mariner, LLC New +14,139+14.1k
BAKER TILLY WEALTH MANAGEMENT, LLC Added +12,614+12.6k
Kestra Advisory Services, LLC Added +11,755+11.8k
WORLD EQUITY GROUP, INC. New +10,607+10.6k
Cetera Advisor Networks LLC Added +9,431+9.4k

Biggest sellers

CreativeOne Wealth, LLC Sold out -48,261-48.3k
Summit Financial Wealth Advisors, LLC Sold out -27,219-27.2k
B. Riley Wealth Advisors, Inc. Sold out -23,509-23.5k
Steward Partners Investment Advisory, LLC Reduced -21,807-21.8k
NewEdge Wealth, LLC Sold out -17,090-17.1k
Cetera Investment Advisers Sold out -15,005-15.0k
Strategic Blueprint, LLC Sold out -14,638-14.6k
AVANTAX ADVISORY SERVICES, INC. Sold out -13,621-13.6k
HARBOUR INVESTMENTS, INC. Reduced -9,753-9.8k
Lion Street Advisors, LLC Sold out -9,194-9.2k

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 +1.7 pts · filed 2026-10-27 75.1% +1.7 pts 16.7m≈ $874.6m 2026-10-27

Holders, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 249,397249.4k $8.9m $8.9m 0.02% Added +5.8k +5,809
2 HARBOUR INVESTMENTS, INC. 0.43% of their portfolio MADISON, WI 243,316243.3k $8.7m $8.7m 0.43% Reduced -9.8k -9,753
3 Cetera Advisors LLC 0.10% of their portfolio DENVER, CO 179,226179.2k $6.4m $6.4m 0.10% Added +7.1k +7,148
4 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 175,256175.3k $6.2m $6.2m 0.03% Added +72.4k +72,364
5 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 161,528161.5k $5.8m $5.8m 0.01% Added +3.9k +3,924
6 RiverTree Advisors, LLC 2.84% of their portfolio WINTER PARK, FL 110,857110.9k $3.9m $3.9m 2.84% Reduced -3.1k -3,114
7 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1.04% of their portfolio BLUE BELL, PA 110,169110.2k $3.9m $3.9m 1.04% Added +102.4k +102,402
8 NewEdge Advisors, LLC 0.04% of their portfolio NEW ORLEANS, LA 103,677103.7k $3.7m $3.7m 0.04% Added +45 +45
9 CWM, LLC 0.02% of their portfolio OMAHA, NE 102,094102.1k $3.6m $3.6m 0.02% Added +24.9k +24,930
10 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 96,95397.0k $3.5m $3.5m 0.00% Added +5.6k +5,575
11 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 86,63486.6k $3.1m $3.1m 0.02% Added +16.7k +16,724
12 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 78,61278.6k $2.8m $2.8m 0.00% Added +6.8k +6,757
13 Cetera Advisor Networks LLC 0.02% of their portfolio EL SEGUNDO, CA 72,30872.3k $2.6m $2.6m 0.02% Added +9.4k +9,431
14 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 67,53767.5k $2.4m $2.4m 0.00% Added +440 +440
15 Main Street Financial Solutions, LLC 0.27% of their portfolio NEWTOWN, PA 57,08057.1k $2.0m $2.0m 0.27% Reduced -690 -690
16 Integrity Financial Corp /WA 1.13% of their portfolio JACKSON, WY 42,35542.4k $1.5m $1.5m 1.13% Added +617 +617
17 Sloy Dahl & Holst, LLC 0.22% of their portfolio Vancouver, WA 34,27534.3k $1.2m $1.2m 0.22% Unchanged
18 Paragon Private Wealth Management, LLC 0.89% of their portfolio LEXINGTON, KY 31,26331.3k $1.1m $1.1m 0.89% Unchanged
19 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 29,83529.8k $1.1m $1.1m 0.01% Added +11.8k +11,755
20 1776 Wealth LLC 0.54% of their portfolio ATLANTA, GA 28,84728.8k $1.0m $1.0m 0.54% New
21 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 25,59325.6k $911.9k $911.9k 0.00% Added +4.6k +4,571
22 Keystone Wealth Services, LLC 0.33% of their portfolio PALM DESERT, CA 24,55424.6k $874.9k $874.9k 0.33% Added +744 +744
23 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 20,55220.6k $732.3k $732.3k 0.00% First filing
24 McKinley Carter Wealth Services, Inc. 0.05% of their portfolio WHEELING, WV 20,29820.3k $723.2k $723.2k 0.05% Added +3.7k +3,708
25 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 20,12720.1k $717.1k $717.1k 0.01% Reduced -644 -644
26 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 20,09420.1k $715.9k $715.9k 0.00% Added +3.5k +3,521
27 BAKER TILLY WEALTH MANAGEMENT, LLC 0.07% of their portfolio MADISON, WI 18,66418.7k $665.0k $665.0k 0.07% Added +12.6k +12,614
28 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 18,42218.4k $656.4k $656.4k 0.00% Reduced -6.3k -6,349
29 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 18,29918.3k $652.0k $652.0k 0.01% Reduced -2.1k -2,104
30 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 17,59017.6k $626.7k $626.7k 0.01% Added +600 +600
31 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 15,22915.2k $542.6k $542.6k 0.00% Added +143 +143
32 FSB PREMIER WEALTH MANAGEMENT, INC. 0.29% of their portfolio WATERLOO, IA 14,92614.9k $531.8k $531.8k 0.29% Reduced -2.7k -2,681
33 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 14,32414.3k $510.4k $510.4k 0.00% Added +490 +490
34 Mariner, LLC 0.00% of their portfolio Overland Park, KS 14,13914.1k $503.8k $503.8k 0.00% New
35 Fragasso Financial Advisors Inc 0.05% of their portfolio SEWICKLEY, PA 13,04913.0k $464.9k $464.9k 0.05% Unchanged
36 KESTRA PRIVATE WEALTH SERVICES, LLC 0.02% of their portfolio AUSTIN, TX 12,37512.4k $440.9k $440.9k 0.02% Added +1.6k +1,600
37 Camelot Portfolios, LLC 0.27% of their portfolio Maumee, OH 12,10112.1k $431.2k $431.2k 0.27% Reduced -828 -828
38 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 12,09012.1k $430.8k $430.8k 0.01% Reduced -21.8k -21,807
39 GTS SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 11,60011.6k $413.3k $413.3k 0.01% First filing
40 WEDBUSH SECURITIES INC 0.02% of their portfolio PASADENA, CA 11,38911.4k $406.0k $406.0k 0.02% Added +1.3k +1,294
41 WORLD EQUITY GROUP, INC. 0.11% of their portfolio SCHAUMBURG, IL 10,60710.6k $377.9k $377.9k 0.11% New
42 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 10,29110.3k $366.7k $366.7k 0.01% Added +409 +409
43 Legacy Private Trust Co. 0.03% of their portfolio NEENAH, WI 9,8339.8k $350.3k $350.3k 0.03% Added +3.4k +3,421
44 LINCOLN NATIONAL CORP 0.01% of their portfolio RADNOR, PA 9,7069.7k $345.8k $345.8k 0.01% Reduced -2.2k -2,204
45 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 9,6279.6k $343.0k $343.0k 0.00% Added +1.4k +1,412
46 Semus Wealth Partners LLC 0.31% of their portfolio Boca Raton, FL 9,6199.6k $342.7k $342.7k 0.31% Unchanged
47 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.02% of their portfolio BIRMINGHAM, AL 9,0829.1k $323.6k $323.6k 0.02% Added +2.9k +2,922
48 MGO ONE SEVEN LLC 0.03% of their portfolio Beachwood, OH 9,0569.1k $322.7k $322.7k 0.03% Reduced -331 -331
49 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 8,3318.3k $297.0k $297.0k 0.00% Unchanged
50 Key Client Fiduciary Advisors, LLC 0.17% of their portfolio Fairfield, NJ 7,9518.0k $283.3k $283.3k 0.17% New
51 DHJJ Financial Advisors, Ltd. 0.13% of their portfolio NAPERVILLE, IL 7,2697.3k $259.0k $259.0k 0.13% Reduced -6 -6
52 FLAGSTAR SECURITIES, INC 0.09% of their portfolio New York, NY 6,9547.0k $247.8k $247.8k 0.09% New
53 Ameritas Advisory Services, LLC 0.03% of their portfolio Lincoln, NE 6,6406.6k $235.1k $235.1k 0.03% Reduced -1.2k -1,250
54 ARBOR CAPITAL MANAGEMENT INC /ADV 0.18% of their portfolio ANCHORAGE, AK 6,6206.6k $235.3k $235.3k 0.18% Reduced -63 -63
55 Plotkin Financial Advisors, LLC 0.18% of their portfolio CHEVY CHASE, MD 6,1846.2k $220.3k $220.3k 0.18% Unchanged
56 Truadvice, LLC 0.08% of their portfolio SARASOTA, FL 5,9896.0k $214.1k $214.1k 0.08% Reduced -27 -27
57 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 5,7685.8k $188.7k $188.7k 0.00% Added +2.8k +2,796
58 UBS Group AG 0.00% of their portfolio ZURICH, V8 3,9413.9k $140.4k $140.4k 0.00% New
59 Sunbelt Securities, Inc. 0.02% of their portfolio HOUSTON, TX 3,6963.7k $131.7k $131.7k 0.02% Unchanged
60 AdvisorNet Financial, Inc 0.01% of their portfolio MINNETONKA, MN 2,7002.7k $96.2k $96.2k 0.01% Reduced -1.5k -1,500
61 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 2,3052.3k $82.1k $82.1k 0.00% Added +2.0k +1,965
62 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 1,3791.4k $49.1k $49.1k 0.00% New
63 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,1731.2k $41.8k $41.8k 0.00% New
64 OGOREK ANTHONY JOSEPH /NY/ /ADV 0.01% of their portfolio WILLIAMSVILLE, NY 1,0501.1k $37.0k $37.0k 0.01% Unchanged
65 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 889889 $31.7k $31.7k 0.00% New
66 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 850850 $30.3k $30.3k 0.00% Unchanged
67 SOA Wealth Advisors, LLC. 0.00% of their portfolio NEW YORK, NY 208208 $7.4k $7.4k 0.00% Unchanged
68 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 200200 $7.1k $7.1k 0.00% Reduced -13 -13