Vault-13

FIRST TR EXCHNG TRADED FD VI FMAR

FT VEST US EQT · ETP · CUSIP 33740F599

119 institutional holders +30 vs Q1 2024
7,261,4437.3m shares reported held*
$283.4mreported value*
34 new 48 added 16 reduced 4 sold out net bought ≈ $95.4m (+2.4m 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 ≈ $39.03.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 56Q4 22: 57Q1 23: 72Q2 23: 68Q3 23: 68Q4 23: 66Q1 24: 89Q2 24: 119119Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 202256
Q4 202257
Q1 202372
Q2 202368
Q3 202368
Q4 202366
Q1 202489
Q2 2024119

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 outQ2 23: 39 bought or addedQ2 23: 32 cut or sold outQ2 23Q3 23: 8 bought or addedQ3 23: 38 cut or sold outQ4 23: 12 bought or addedQ4 23: 42 cut or sold outQ4 23Q1 24: 68 bought or addedQ1 24: 21 cut or sold outQ2 24: 82 bought or addedQ2 24: 20 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 20221727
Q1 20235322
Q2 20233932
Q3 2023838
Q4 20231242
Q1 20246821
Q2 20248220

Biggest buyers

Mason & Associates Inc New +1,713,172+1.7m
Ignite Planners, LLC New +103,092+103.1k
Keystone Wealth Services, LLC Added +88,857+88.9k
ENVESTNET ASSET MANAGEMENT INC Added +84,235+84.2k
MBL Wealth, LLC Added +81,518+81.5k
STEPHENS INC /AR/ Added +69,541+69.5k
Cetera Investment Advisers Added +42,535+42.5k
Prospera Financial Services Inc New +42,200+42.2k
COMMONWEALTH EQUITY SERVICES, LLC Added +36,759+36.8k
Kestra Advisory Services, LLC Added +36,139+36.1k

Biggest sellers

EWG Elevate Inc. Reduced -191,126-191.1k
OSAIC HOLDINGS, INC. Reduced -133,639-133.6k
HARBOUR INVESTMENTS, INC. Reduced -115,677-115.7k
CreativeOne Wealth, LLC Reduced -30,227-30.2k
Janney Montgomery Scott LLC Sold out -26,700-26.7k
CWM, LLC Reduced -21,567-21.6k
Cambridge Investment Research Advisors, Inc. Reduced -12,615-12.6k
LINCOLN NATIONAL CORP Sold out -8,571-8.6k
RiverTree Advisors, LLC Reduced -5,005-5.0k
JPMORGAN CHASE & CO Sold out -3,166-3.2k

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 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Mason & Associates Inc 18.49% of their portfolio LOS ANGELES, CA 1,713,1721.7m $69.5m $69.5m 18.49% New
2 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 439,948439.9k $17.9m $17.9m 0.01% Added +84.2k +84,235
3 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 434,663434.7k $17.6m $17.6m 0.01% Added +22.6k +22,567
4 Outlook Wealth Advisors, LLC 0.60% of their portfolio SHENANDOAH, TX 325,656325.7k $1.9m $1.9m 0.60% Added +9.3k +9,267
5 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 309,297309.3k $12.6m $12.6m 0.02% Added +36.8k +36,759
6 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 282,953283.0k $11.5m $11.5m 0.03% Added +42.5k +42,535
7 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 201,046201.0k $8.2m $8.2m 0.03% Reduced -12.6k -12,615
8 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 191,444191.4k $7.8m $7.8m 0.02% Reduced -133.6k -133,639
9 Sterling Manor Financial, LLC 5.59% of their portfolio Saratoga Springs, NY 180,973181.0k $7.3m $7.3m 5.59% Added +17.8k +17,761
10 CWM, LLC 0.03% of their portfolio OMAHA, NE 147,210147.2k $6.0m $6.0m 0.03% Reduced -21.6k -21,567
11 CreativeOne Wealth, LLC 0.29% of their portfolio OVERLAND PARK, KS 140,732140.7k $5.7m $5.7m 0.29% Reduced -30.2k -30,227
12 NovaPoint Capital, LLC 1.88% of their portfolio ATLANTA, GA 136,687136.7k $5.5m $5.5m 1.88% Added +13.8k +13,799
13 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 131,800131.8k $5.3m $5.3m 0.01% Added +27.2k +27,247
14 STEPHENS INC /AR/ 0.07% of their portfolio LITTLE ROCK, AR 120,397120.4k $4.9m $4.9m 0.07% Added +69.5k +69,541
15 Keystone Wealth Services, LLC 1.47% of their portfolio PALM DESERT, CA 116,538116.5k $4.7m $4.7m 1.47% Added +88.9k +88,857
16 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 116,066116.1k $4.7m $4.7m 0.03% Added +36.1k +36,139
17 NewEdge Advisors, LLC 0.03% of their portfolio NEW ORLEANS, LA 116,022116.0k $4.7m $4.7m 0.03% Added +2.8k +2,778
18 REAP Financial Group, LLC 1.22% of their portfolio AUSTIN, TX 111,431111.4k $4.5m $4.5m 1.22% Added +4.3k +4,341
19 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.87% of their portfolio BLUE BELL, PA 103,605103.6k $4.2m $4.2m 0.87% Reduced -2.1k -2,102
20 Ignite Planners, LLC 1.03% of their portfolio SAN CLEMENTE, CA 103,092103.1k $4.2m $4.2m 1.03% New
21 HARBOUR INVESTMENTS, INC. 0.14% of their portfolio MADISON, WI 100,266100.3k $4.1m $4.1m 0.14% Reduced -115.7k -115,677
22 RiverTree Advisors, LLC 2.57% of their portfolio WINTER PARK, FL 92,78492.8k $3.8m $3.8m 2.57% Reduced -5.0k -5,005
23 MBL Wealth, LLC 0.40% of their portfolio CHARLOTTE, NC 88,86588.9k $3.6m $3.6m 0.40% Added +81.5k +81,518
24 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 77,44277.4k $3.1m $3.1m 0.00% Added +1.4k +1,389
25 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 60,39560.4k $2.5m $2.5m 0.00% Added +8.3k +8,345
26 FSB PREMIER WEALTH MANAGEMENT, INC. 1.02% of their portfolio WATERLOO, IA 55,60955.6k $2.3m $2.3m 1.02% Added +705 +705
27 Main Street Financial Solutions, LLC 0.21% of their portfolio NEWTOWN, PA 54,66854.7k $2.2m $2.2m 0.21% Reduced -1.9k -1,878
28 Integrity Financial Corp /WA 1.38% of their portfolio JACKSON, WY 54,24854.2k $2.2m $2.2m 1.38% Added +15.1k +15,096
29 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 48,73248.7k $2.0m $2.0m 0.00% Added +2.0k +2,019
30 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 47,57847.6k $1.9m $1.9m 0.01% Added +8.8k +8,796
31 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 47,40747.4k $1.9m $1.9m 0.01% Added +30.2k +30,218
32 Atria Wealth Solutions, Inc. 0.02% of their portfolio NEW YORK, NY 44,55244.6k $1.8m $1.8m 0.02% Added +13.4k +13,418
33 Prospera Financial Services Inc 0.05% of their portfolio Dallas, TX 42,20042.2k $1.7m $1.7m 0.05% New
34 Schulz Wealth, LTD. 1.31% of their portfolio MANSFIELD, TX 38,10538.1k $1.5m $1.5m 1.31% Unchanged
35 1ST SOURCE BANK 0.08% of their portfolio SOUTH BEND, IN 34,77534.8k $1.4m $1.4m 0.08% Reduced -144 -144
36 Sloy Dahl & Holst, LLC 0.29% of their portfolio Vancouver, WA 33,67533.7k $1.4m $1.4m 0.29% Unchanged
37 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.08% of their portfolio BIRMINGHAM, AL 32,74832.7k $1.3m $1.3m 0.08% Added +4.6k +4,599
38 1776 Wealth LLC 0.58% of their portfolio ATLANTA, GA 31,82731.8k $1.3m $1.3m 0.58% Added +3.0k +2,980
39 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 29,20929.2k $1.2m $1.2m 0.00% Added +4.0k +4,012
40 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 28,94928.9k $1.2m $1.2m 0.00% New
41 Paragon Private Wealth Management, LLC 0.65% of their portfolio LEXINGTON, KY 28,28628.3k $1.1m $1.1m 0.65% Unchanged
42 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 25,48225.5k $1.0m $1.0m 0.00% New
43 McKinley Carter Wealth Services, Inc. 0.06% of their portfolio WHEELING, WV 22,64622.6k $919.0k $919.0k 0.06% Added +925 +925
44 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 22,29522.3k $904.7k $904.7k 0.00% Added +8.0k +7,985
45 FWG Investments, LLC. 0.90% of their portfolio LEXINGTON, KY 21,94421.9k $890.5k $890.5k 0.90% Added +14.9k +14,863
46 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 20,68020.7k $839.2k $839.2k 0.00% New
47 McCarthy & Cox 0.32% of their portfolio MARYSVILLE, OH 20,64220.6k $837.7k $837.7k 0.32% New
48 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 20,49020.5k $831.5k $831.5k 0.01% Added +2.5k +2,475
49 Mariner, LLC 0.00% of their portfolio Overland Park, KS 19,71219.7k $799.9k $799.9k 0.00% Added +10.0k +9,985
50 Bullseye Investment Management, LLC 0.52% of their portfolio CINCINNATI, OH 19,65019.6k $798.0k $798.0k 0.52% New
51 KESTRA PRIVATE WEALTH SERVICES, LLC 0.02% of their portfolio AUSTIN, TX 19,48819.5k $790.8k $790.8k 0.02% Added +2.1k +2,120
52 Harvest Investment Services, LLC 0.31% of their portfolio Oakbrook Terrace, IL 19,43219.4k $788.6k $788.6k 0.31% New
53 BEACON FINANCIAL GROUP 0.09% of their portfolio DALLAS, TX 19,20019.2k $779.1k $779.1k 0.09% New
54 Clear Creek Financial Management, LLC 0.09% of their portfolio SILVERDALE, WA 17,44417.4k $707.9k $707.9k 0.09% New
55 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 17,37217.4k $705.0k $705.0k 0.01% Reduced -563 -563
56 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 16,85816.9k $684.1k $684.1k 0.01% New
57 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 16,22916.2k $658.6k $658.6k 0.02% Added +1.9k +1,850
58 Kingsview Wealth Management, LLC 0.02% of their portfolio GRANTS PASS, OR 15,94315.9k $647.0k $647.0k 0.02% New
59 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 15,54715.5k $630.9k $630.9k 0.01% Added +7.8k +7,764
60 Fragasso Financial Advisors Inc 0.05% of their portfolio SEWICKLEY, PA 15,46415.5k $627.5k $627.5k 0.05% Unchanged
61 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 14,84014.8k $602.2k $602.2k 0.01% Reduced -937 -937
62 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 12,98913.0k $527.1k $527.1k 0.00% Added +4.7k +4,706
63 Legacy Private Trust Co. 0.04% of their portfolio NEENAH, WI 12,84812.8k $521.4k $521.4k 0.04% Added +732 +732
64 ERn Financial, LLC 0.04% of their portfolio MIDDLETON, WI 12,70412.7k $515.5k $515.5k 0.04% New
65 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 12,65512.7k $513.5k $513.5k 0.01% New
66 LM Advisors LLC 0.02% of their portfolio SAN DIEGO, CA 12,57512.6k $510.0k $510.0k 0.02% New
67 GTS SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 12,51012.5k $507.7k $507.7k 0.01% Reduced -1.8k -1,756
68 United Advisor Group, LLC 0.16% of their portfolio CINCINNATI, OH 12,39112.4k $502.8k $502.8k 0.16% New
69 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 11,54111.5k $468.0k $468.0k 0.01% Added +3.8k +3,841
70 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 11,43211.4k $463.9k $463.9k 0.01% New
71 Castleview Partners, LLC 0.24% of their portfolio DALLAS, TX 10,61010.6k $430.6k $430.6k 0.24% Unchanged
72 Lion Street Advisors, LLC 0.16% of their portfolio Austin, TX 10,46510.5k $424.7k $424.7k 0.16% Added +2.9k +2,871
73 Camelot Portfolios, LLC 0.23% of their portfolio Maumee, OH 9,8219.8k $398.6k $398.6k 0.23% Added +408 +408
74 CoreCap Advisors, LLC 0.04% of their portfolio SOUTHFIELD, MI 9,7799.8k $396.8k $396.8k 0.04% Added +1.2k +1,244
75 EWG Elevate Inc. 0.14% of their portfolio ROSEVILLE, CA 9,5189.5k $386.2k $386.2k 0.14% Reduced -191.1k -191,126
76 SOA Wealth Advisors, LLC. 0.07% of their portfolio NEW YORK, NY 9,1259.1k $370.3k $370.3k 0.07% Added +7.3k +7,266
77 TFB Advisors LLC 0.12% of their portfolio OVERLAND PARK, KS 8,8718.9k $360.0k $360.0k 0.12% New
78 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 8,7768.8k $356.1k $356.1k 0.00% Unchanged
79 Plotkin Financial Advisors, LLC 0.23% of their portfolio CHEVY CHASE, MD 8,7408.7k $354.7k $354.7k 0.23% Added +153 +153
80 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 8,4288.4k $346.7k $346.7k 0.01% New
81 DHJJ Financial Advisors, Ltd. 0.14% of their portfolio NAPERVILLE, IL 8,4208.4k $341.7k $341.7k 0.14% Reduced -146 -146
82 HBW ADVISORY SERVICES LLC 0.06% of their portfolio SIMI VALLEY, CA 8,1688.2k $331.5k $331.5k 0.06% New
83 MGO ONE SEVEN LLC 0.02% of their portfolio Beachwood, OH 7,9988.0k $324.6k $324.6k 0.02% Unchanged
84 PRINCIPAL SECURITIES, INC. 0.01% of their portfolio DES MOINES, IA 7,8687.9k $319.3k $319.3k 0.01% Added +2.9k +2,917
85 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 7,7857.8k $315.9k $315.9k 0.01% Added +1.3k +1,304
86 Strategic Blueprint, LLC 0.02% of their portfolio ATLANTA, GA 7,5417.5k $306.0k $306.0k 0.02% New
87 BlueChip Wealth Advisors LLC 0.18% of their portfolio Milton, GA 7,4507.5k $302.3k $302.3k 0.18% New
88 UBS Group AG 0.00% of their portfolio ZURICH, V8 7,1507.2k $290.1k $290.1k 0.00% New
89 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 6,9146.9k $281.2k $281.2k 0.01% Unchanged
90 ARBOR CAPITAL MANAGEMENT INC /ADV 0.26% of their portfolio ANCHORAGE, AK 6,8676.9k $279.1k $279.1k 0.26% Reduced -37 -37
91 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 6,7656.8k $274.0k $274.0k 0.00% New
92 Redhawk Wealth Advisors, Inc. 0.04% of their portfolio MINNEAPOLIS, MN 6,6946.7k $271.6k $271.6k 0.04% New
93 Savvy Advisors, Inc. 0.09% of their portfolio NEW YORK, NY 6,5576.6k $266.1k $266.1k 0.09% Added +1.0k +1,028
94 Catalina Capital Group, LLC 0.10% of their portfolio Torrance, CA 6,4266.4k $260.8k $260.8k 0.10% Unchanged
95 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 5,9856.0k $243.0k $243.0k 0.01% Unchanged
96 SeaCrest Wealth Management, LLC 0.03% of their portfolio PURCHASE, NY 5,7205.7k $232.1k $232.1k 0.03% Unchanged
97 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 5,7045.7k $231.5k $231.5k 0.00% New
98 Orion Portfolio Solutions, LLC 0.00% of their portfolio Omaha, NE 5,7045.7k $231.5k $231.5k 0.00% New
99 LANARK FINANCIAL, INC. 0.02% of their portfolio BIRMINGHAM, AL 5,5315.5k $224.0k $224.0k 0.02% Added +2.9k +2,892
100 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 5,5115.5k $223.6k $223.6k 0.00% Unchanged