Vault-13

FIRST TR EXCHNG TRADED FD VI DMAR

FT VEST US EQT · ETP · CUSIP 33740F615

59 institutional holders +13 vs Q3 2022
5,654,6095.7m shares reported held*
$170.5mreported value*
16 new 14 added 18 reduced 3 sold out net bought ≈ $91.3m (+3.0m 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 ($1.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $30.16.

Trends to Q4 2022

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 46Q4 22: 5959Q3 22Q4 22
Numbers
QuarterHolders
Q3 202246
Q4 202259

Biggest buyers

Advance Capital Management, Inc. New +2,493,290+2.5m
AE Wealth Management LLC Added +108,899+108.9k
COMMONWEALTH EQUITY SERVICES, LLC Added +77,731+77.7k
CreativeOne Wealth, LLC New +65,754+65.8k
CARY STREET PARTNERS INVESTMENT ADVISORY LLC New +58,055+58.1k
ENVESTNET ASSET MANAGEMENT INC Added +57,423+57.4k
OSAIC HOLDINGS, INC. Added +46,700+46.7k
Ignite Planners, LLC New +45,567+45.6k
NATIONS FINANCIAL GROUP INC, /IA/ /ADV Added +35,322+35.3k
Sage Capital Advisors,llc New +22,065+22.1k

Biggest sellers

OLD MISSION CAPITAL LLC Sold out -83,481-83.5k
ACORN FINANCIAL ADVISORY SERVICES INC /ADV Reduced -16,718-16.7k
GOLDMAN SACHS GROUP INC Sold out -14,514-14.5k
RAYMOND JAMES & ASSOCIATES Reduced -13,500-13.5k
Cetera Advisors LLC Reduced -11,882-11.9k
Strategic Blueprint, LLC Reduced -7,018-7.0k
Integrity Financial Corp /WA Reduced -4,619-4.6k
Capital Asset Advisory Services LLC Reduced -3,695-3.7k
Main Street Financial Solutions, LLC Reduced -3,100-3.1k
Triumph Capital Management Reduced -3,094-3.1k

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 +3.8 pts · filed 2026-10-22 43.3% +3.8 pts 4.4m≈ $196.5m 2026-10-22

Holders, Q4 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Advance Capital Management, Inc. 9.95% of their portfolio SOUTHFIELD, MI 2,493,2902.5m $75.2m $75.2m 9.95% New
2 AE Wealth Management LLC 0.12% of their portfolio TOPEKA, KS 539,223539.2k $16.3m $16.3m 0.12% Added +108.9k +108,899
3 ACORN FINANCIAL ADVISORY SERVICES INC /ADV 3.30% of their portfolio Reston, VA 515,025515.0k $15.5m $15.5m 3.30% Reduced -16.7k -16,718
4 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 394,267394.3k $11.9m $11.9m 0.03% Added +77.7k +77,731
5 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 211,902211.9k $6.4m $6.4m 0.01% Added +2.7k +2,661
6 NewEdge Wealth, LLC 0.19% of their portfolio STAMFORD, CT 149,200149.2k $4.5m $4.5m 0.19% Added +17.4k +17,450
7 Sigma Planning Corp 0.16% of their portfolio ANN ARBOR, MI 144,120144.1k $4.3m $4.3m 0.16% Reduced -1.8k -1,845
8 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 116,811116.8k $3.5m $3.5m 0.01% Added +46.7k +46,700
9 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 94,40894.4k $2.8m $2.8m 0.00% Added +57.4k +57,423
10 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 76,41376.4k $2.3m $2.3m 0.01% Added +9.8k +9,849
11 CreativeOne Wealth, LLC 0.11% of their portfolio OVERLAND PARK, KS 65,75465.8k $2.0m $2.0m 0.11% New
12 Strategic Blueprint, LLC 0.22% of their portfolio ATLANTA, GA 63,35363.4k $1.9m $1.9m 0.22% Reduced -7.0k -7,018
13 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.13% of their portfolio RICHMOND, VA 58,05558.1k $1.8m $1.8m 0.13% New
14 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.18% of their portfolio CEDAR RAPIDS, IA 52,11652.1k $1.6m $1.6m 0.18% Added +35.3k +35,322
15 IFP Advisors, Inc 0.04% of their portfolio TAMPA, FL 49,52349.5k $1.5m $1.5m 0.04% Reduced -2.2k -2,222
16 Ignite Planners, LLC 0.58% of their portfolio SAN CLEMENTE, CA 45,56745.6k $1.4m $1.4m 0.58% New
17 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 42,27642.3k $1.3m $1.3m 0.00% Reduced -13.5k -13,500
18 Mutual Advisors, LLC 0.06% of their portfolio OMAHA, NE 42,00642.0k $1.3m $1.3m 0.06% Added +1.1k +1,051
19 World Investment Advisors 0.26% of their portfolio LINCROFT, NJ 37,05037.0k $1.1m $1.1m 0.26% Unchanged
20 Lloyd Advisory Services, LLC. 0.75% of their portfolio SUWANEE, GA 35,82335.8k $1.1m $1.1m 0.75% Reduced -39 -39
21 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 32,31732.3k $974.7k $974.7k 0.02% Added +16.9k +16,856
22 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 26,46526.5k $798.2k $798.2k 0.00% Added +11.3k +11,315
23 Glen Eagle Advisors, LLC 0.22% of their portfolio KINGSTON, NJ 26,11526.1k $787.6k $787.6k 0.22% Reduced -168 -168
24 HARBOUR INVESTMENTS, INC. 0.05% of their portfolio MADISON, WI 25,14425.1k $758.3k $758.3k 0.05% Unchanged
25 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 25,00425.0k $754.1k $754.1k 0.01% Added +12.5k +12,502
26 Valmark Advisers, Inc. 0.02% of their portfolio AKRON, OH 22,79522.8k $687.5k $687.5k 0.02% Unchanged
27 Sage Capital Advisors,llc 0.29% of their portfolio SIOUX FALLS, SD 22,06522.1k $665.5k $665.5k 0.29% New
28 Outlook Wealth Advisors, LLC 0.30% of their portfolio SHENANDOAH, TX 20,94020.9k $631.5k $631.5k 0.30% New
29 B.O.S.S. Retirement Advisors, LLC 0.16% of their portfolio Lehi, UT 20,45220.5k $616.8k $616.8k 0.16% First filing
30 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 19,23619.2k $580.2k $580.2k 0.01% New
31 Hartford Financial Management Inc. 0.14% of their portfolio WEST HARTFORD, CT 17,35217.4k $523.3k $523.3k 0.14% Reduced -56 -56
32 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 15,25815.3k $460.2k $460.2k 0.01% Reduced -650 -650
33 Capital Asset Advisory Services LLC 0.03% of their portfolio Williamston, MI 13,77513.8k $415.5k $415.5k 0.03% Reduced -3.7k -3,695
34 Cetera Advisor Networks LLC 0.00% of their portfolio EL SEGUNDO, CA 13,15213.2k $396.7k $396.7k 0.00% Added +5.4k +5,362
35 Truadvice, LLC 0.20% of their portfolio SARASOTA, FL 12,49312.5k $377.9k $377.9k 0.20% Reduced -37 -37
36 FSB PREMIER WEALTH MANAGEMENT, INC. 0.20% of their portfolio WATERLOO, IA 11,94611.9k $360.3k $360.3k 0.20% New
37 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 11,27511.3k $340.1k $340.1k 0.00% New
38 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 11,00211.0k $331.8k $331.8k 0.02% Reduced -2.8k -2,770
39 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 10,97311.0k $330.9k $330.9k 0.00% New
40 Summit Financial Wealth Advisors, LLC 0.08% of their portfolio Lafayette, LA 10,31510.3k $311.1k $311.1k 0.08% Unchanged
41 Delta Investment Management, LLC 0.10% of their portfolio SAN FRANCISCO, CA 9,8459.8k $296.9k $296.9k 0.10% Reduced -15 -15
42 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 9,8359.8k $296.6k $296.6k 0.00% New
43 Triumph Capital Management 0.15% of their portfolio DENVER, CO 9,2109.2k $277.8k $277.8k 0.15% Reduced -3.1k -3,094
44 StoneX Group Inc. 0.03% of their portfolio NEW YORK, NY 8,8508.8k $266.9k $266.9k 0.03% Added +1.7k +1,716
45 Cetera Advisors LLC 0.00% of their portfolio DENVER, CO 8,7078.7k $262.6k $262.6k 0.00% Reduced -11.9k -11,882
46 Camelot Portfolios, LLC 0.19% of their portfolio Maumee, OH 8,6118.6k $259.7k $259.7k 0.19% New
47 HBK Sorce Advisory LLC 0.01% of their portfolio ERIE, PA 7,6027.6k $229.0k $229.0k 0.01% New
48 Mariner, LLC 0.00% of their portfolio Overland Park, KS 7,4577.5k $225.0k $225.0k 0.00% New
49 Main Street Financial Solutions, LLC 0.03% of their portfolio NEWTOWN, PA 7,2007.2k $217.0k $217.0k 0.03% Reduced -3.1k -3,100
50 CENTAURUS FINANCIAL, INC. 0.02% of their portfolio ANAHEIM, CA 6,6606.7k $201.0k $201.0k 0.02% Unchanged
51 Integrity Financial Corp /WA 0.12% of their portfolio JACKSON, WY 4,2864.3k $129.3k $129.3k 0.12% Reduced -4.6k -4,619
52 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.01% of their portfolio BIRMINGHAM, AL 3,3023.3k $99.6k $99.6k 0.01% Unchanged
53 Wagner Wealth Management, LLC 0.05% of their portfolio GREENVILLE, SC 2,5302.5k $76.3k $76.3k 0.05% Unchanged
54 Tradition Wealth Management, LLC 0.00% of their portfolio EDINA, MN 805805 $24.0k $24.0k 0.00% Reduced -481 -481
55 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 800800 $24.1k $24.1k 0.00% Unchanged
56 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 400400 $12.1k $12.1k 0.00% Unchanged
57 Belpointe Asset Management LLC 0.00% of their portfolio RENO, NV 5151 $1.5k $1.5k 0.00% New
58 CWM, LLC 0.00% of their portfolio OMAHA, NE 1414 $0 $0 0.00% New
59 Richard W. Paul & Associates, LLC 0.00% of their portfolio NOVI, MI 1111 $332 $332 0.00% First filing