Vault-13

FIRST TR EXCHNG TRADED FD VI DMAR

FT VEST US EQT · ETP · CUSIP 33740F615

70 institutional holders +11 vs Q4 2022
2,297,4312.3m shares reported held*
$71.0mreported value*
21 new 22 added 20 reduced 10 sold out net sold ≈ $103.9m (-3.4m 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 ≈ $30.90.

Trends to Q1 2023

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 46Q4 22: 59Q1 23: 7070Q3 22Q4 22Q1 23
Numbers
QuarterHolders
Q3 202246
Q4 202259
Q1 202370

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q4 22: 30 bought or addedQ4 22: 21 cut or sold outQ4 22Q1 23: 43 bought or addedQ1 23: 30 cut or sold outQ1 23
Numbers
QuarterBought or addedCut or sold out
Q4 20223021
Q1 20234330

Biggest buyers

Brookstone Capital Management New +137,466+137.5k
Truadvice, LLC Added +89,518+89.5k
AE Wealth Management LLC Added +79,119+79.1k
Cetera Advisor Networks LLC Added +29,982+30.0k
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Added +29,527+29.5k
NewEdge Advisors, LLC New +28,400+28.4k
Stratos Wealth Partners, LTD. New +17,695+17.7k
OLD MISSION CAPITAL LLC New +17,582+17.6k
HARBOUR INVESTMENTS, INC. Added +17,499+17.5k
Great Lakes Retirement, Inc. New +16,855+16.9k

Biggest sellers

Advance Capital Management, Inc. Reduced -2,425,624-2.4m
ACORN FINANCIAL ADVISORY SERVICES INC /ADV Reduced -504,277-504.3k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -265,490-265.5k
Raymond James Financial Services Advisors, Inc. Reduced -194,221-194.2k
Sigma Planning Corp Sold out -144,120-144.1k
NewEdge Wealth, LLC Reduced -131,750-131.8k
CARY STREET PARTNERS INVESTMENT ADVISORY LLC Sold out -58,055-58.1k
NATIONS FINANCIAL GROUP INC, /IA/ /ADV Sold out -52,116-52.1k
Cambridge Investment Research Advisors, Inc. Reduced -31,229-31.2k
IFP Advisors, Inc Reduced -30,333-30.3k

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

Holders, Q1 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 AE Wealth Management LLC 0.12% of their portfolio TOPEKA, KS 618,342618.3k $19.1m $19.1m 0.12% Added +79.1k +79,119
2 Brookstone Capital Management 0.08% of their portfolio WHEATON, IL 137,466137.5k $4.3m $4.3m 0.08% New
3 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 128,777128.8k $4.0m $4.0m 0.01% Reduced -265.5k -265,490
4 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 115,533115.5k $3.6m $3.6m 0.01% Reduced -1.3k -1,278
5 Truadvice, LLC 1.26% of their portfolio SARASOTA, FL 102,011102.0k $3.2m $3.2m 1.26% Added +89.5k +89,518
6 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 98,91198.9k $3.1m $3.1m 0.00% Added +4.5k +4,503
7 Strategic Blueprint, LLC 0.22% of their portfolio ATLANTA, GA 67,78267.8k $2.1m $2.1m 0.22% Added +4.4k +4,429
8 Advance Capital Management, Inc. 0.37% of their portfolio SOUTHFIELD, MI 67,66667.7k $2.1m $2.1m 0.37% Reduced -2.4m -2,425,624
9 CreativeOne Wealth, LLC 0.09% of their portfolio OVERLAND PARK, KS 60,34360.3k $1.9m $1.9m 0.09% Reduced -5.4k -5,411
10 Mutual Advisors, LLC 0.07% of their portfolio OMAHA, NE 52,49452.5k $1.6m $1.6m 0.07% Added +10.5k +10,488
11 Ignite Planners, LLC 0.58% of their portfolio SAN CLEMENTE, CA 45,56745.6k $1.4m $1.4m 0.58% Unchanged
12 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 45,18445.2k $1.4m $1.4m 0.01% Reduced -31.2k -31,229
13 Cetera Advisor Networks LLC 0.01% of their portfolio EL SEGUNDO, CA 43,13443.1k $1.3m $1.3m 0.01% Added +30.0k +29,982
14 HARBOUR INVESTMENTS, INC. 0.07% of their portfolio MADISON, WI 42,64342.6k $1.3m $1.3m 0.07% Added +17.5k +17,499
15 World Investment Advisors 0.24% of their portfolio LINCROFT, NJ 37,50037.5k $1.2m $1.2m 0.24% Added +450 +450
16 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 34,21734.2k $1.1m $1.1m 0.01% Added +15.0k +14,981
17 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.08% of their portfolio BIRMINGHAM, AL 32,82932.8k $1.0m $1.0m 0.08% Added +29.5k +29,527
18 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 32,45632.5k $1.0m $1.0m 0.01% Added +7.5k +7,452
19 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 29,97830.0k $925.7k $925.7k 0.00% Reduced -12.3k -12,298
20 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 28,40028.4k $877.0k $877.0k 0.01% New
21 Glen Eagle Advisors, LLC 0.20% of their portfolio KINGSTON, NJ 26,11526.1k $806.4k $806.4k 0.20% Unchanged
22 Valmark Advisers, Inc. 0.02% of their portfolio AKRON, OH 22,79522.8k $703.9k $703.9k 0.02% Unchanged
23 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 22,27522.3k $687.9k $687.9k 0.01% Added +7.0k +7,017
24 B.O.S.S. Retirement Advisors, LLC 0.15% of their portfolio Lehi, UT 20,60720.6k $636.3k $636.3k 0.15% Added +155 +155
25 Sage Capital Advisors,llc 0.24% of their portfolio SIOUX FALLS, SD 20,44220.4k $631.2k $631.2k 0.24% Reduced -1.6k -1,623
26 Outlook Wealth Advisors, LLC 0.28% of their portfolio SHENANDOAH, TX 20,18520.2k $623.3k $623.3k 0.28% Reduced -755 -755
27 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 20,12320.1k $621.4k $621.4k 0.01% Reduced -12.2k -12,194
28 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 19,19019.2k $572.1k $572.1k 0.02% Reduced -30.3k -30,333
29 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 17,69517.7k $546.4k $546.4k 0.01% New
30 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 17,68117.7k $546.0k $546.0k 0.00% Reduced -194.2k -194,221
31 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 17,58217.6k $542.9k $542.9k 0.02% New
32 NewEdge Wealth, LLC 0.02% of their portfolio STAMFORD, CT 17,45017.4k $538.9k $538.9k 0.02% Reduced -131.8k -131,750
33 Hartford Financial Management Inc. 0.14% of their portfolio WEST HARTFORD, CT 16,98217.0k $524.4k $524.4k 0.14% Reduced -370 -370
34 Great Lakes Retirement, Inc. 0.10% of their portfolio SANDUSKY, OH 16,85516.9k $520.5k $520.5k 0.10% New
35 FSB PREMIER WEALTH MANAGEMENT, INC. 0.28% of their portfolio WATERLOO, IA 16,39616.4k $506.3k $506.3k 0.28% Added +4.5k +4,450
36 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 15,02615.0k $465.8k $465.8k 0.02% Added +4.0k +4,024
37 McKinley Carter Wealth Services, Inc. 0.03% of their portfolio WHEELING, WV 11,50011.5k $355.1k $355.1k 0.03% New
38 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 10,83310.8k $334.5k $334.5k 0.00% New
39 ACORN FINANCIAL ADVISORY SERVICES INC /ADV 0.06% of their portfolio Reston, VA 10,74810.7k $331.9k $331.9k 0.06% Reduced -504.3k -504,277
40 Capital Asset Advisory Services LLC 0.02% of their portfolio Williamston, MI 10,35110.4k $319.6k $319.6k 0.02% Reduced -3.4k -3,424
41 Cetera Advisors LLC 0.01% of their portfolio DENVER, CO 9,8509.8k $304.2k $304.2k 0.01% Added +1.1k +1,143
42 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 9,8359.8k $303.7k $303.7k 0.00% Unchanged
43 PFG Advisors 0.02% of their portfolio Phoenix, AZ 9,3759.4k $289.5k $289.5k 0.02% New
44 StoneX Group Inc. 0.03% of their portfolio NEW YORK, NY 9,2209.2k $284.7k $284.7k 0.03% Added +370 +370
45 Camelot Portfolios, LLC 0.20% of their portfolio Maumee, OH 9,1579.2k $282.8k $282.8k 0.20% Added +546 +546
46 Delta Investment Management, LLC 0.08% of their portfolio SAN FRANCISCO, CA 8,9799.0k $277.3k $277.3k 0.08% Reduced -866 -866
47 Independent Wealth Network Inc. 0.18% of their portfolio URBANDALE, IA 8,8668.9k $273.8k $273.8k 0.18% New
48 Authentikos Wealth Advisory, LLC 0.25% of their portfolio MORGAN HILL, CA 8,2468.2k $248.7k $248.7k 0.25% First filing
49 Mariner, LLC 0.00% of their portfolio Overland Park, KS 7,4887.5k $231.0k $231.0k 0.00% Added +31 +31
50 ARBOR CAPITAL MANAGEMENT INC /ADV 0.18% of their portfolio ANCHORAGE, AK 7,1707.2k $221.8k $221.8k 0.18% New
51 LINCOLN NATIONAL CORP 0.00% of their portfolio RADNOR, PA 7,0007.0k $216.2k $216.2k 0.00% New
52 Sunbelt Securities, Inc. 0.03% of their portfolio HOUSTON, TX 5,8685.9k $180.5k $180.5k 0.03% New
53 Integrity Financial Corp /WA 0.14% of their portfolio JACKSON, WY 5,5785.6k $172.2k $172.2k 0.14% Added +1.3k +1,292
54 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 4,9444.9k $153.0k $153.0k 0.01% Reduced -1.7k -1,716
55 OGOREK ANTHONY JOSEPH /NY/ /ADV 0.03% of their portfolio WILLIAMSVILLE, NY 2,7592.8k $85.0k $85.0k 0.03% New
56 Wagner Wealth Management, LLC 0.04% of their portfolio GREENVILLE, SC 2,5302.5k $78.1k $78.1k 0.04% Unchanged
57 UBS Group AG 0.00% of their portfolio ZURICH, V8 2,1542.2k $66.5k $66.5k 0.00% New
58 Avior Wealth Management, LLC 0.00% of their portfolio OMAHA, NE 1,2751.3k $39.4k $39.4k 0.00% New
59 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 1,0001.0k $30.9k $30.9k 0.00% New
60 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 925925 $28.6k $28.6k 0.00% New
61 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 820820 $25.3k $25.3k 0.00% Added +420 +420
62 Tradition Wealth Management, LLC 0.00% of their portfolio EDINA, MN 805805 $25.0k $25.0k 0.00% Unchanged
63 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 535535 $16.5k $16.5k 0.00% New
64 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 500500 $15.4k $15.4k 0.00% New
65 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 200200 $6.2k $6.2k 0.00% Reduced -600 -600
66 Gradient Investments LLC 0.00% of their portfolio ARDEN HILLS, MN 174174 $5.4k $5.4k 0.00% New
67 Belpointe Asset Management LLC 0.00% of their portfolio RENO, NV 5353 $1.6k $1.6k 0.00% Added +2 +2
68 Koesten, Hirschmann & Crabtree, INC. 0.00% of their portfolio OVERLAND PARK, KS 4747 $1.5k $1.5k 0.00% New
69 Richard W. Paul & Associates, LLC 0.00% of their portfolio NOVI, MI 99 $278 $278 0.00% Reduced -2 -2
70 CWM, LLC 0.00% of their portfolio OMAHA, NE 55 $0 $0 0.00% Reduced -9 -9