Vault-13

FIRST TR EXCHNG TRADED FD VI DMAR

FT VEST US EQT · ETP · CUSIP 33740F615

59 institutional holders -11 vs Q1 2023
1,742,2041.7m shares reported held*
$56.2mreported value*
10 new 17 added 17 reduced 21 sold out net sold ≈ $17.9m (-555.2k 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 ≈ $32.24.

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 46Q4 22: 59Q1 23: 70Q2 23: 5959Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 202246
Q4 202259
Q1 202370
Q2 202359

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 23Q2 23: 27 bought or addedQ2 23: 38 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 20223021
Q1 20234330
Q2 20232738

Biggest buyers

HighTower Advisors, LLC New +94,839+94.8k
OSAIC HOLDINGS, INC. Added +44,185+44.2k
CreativeOne Wealth, LLC Added +37,696+37.7k
Truadvice, LLC Added +25,171+25.2k
IFP Advisors, Inc Added +19,190+19.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +16,460+16.5k
ENVESTNET ASSET MANAGEMENT INC Added +13,584+13.6k
CITADEL ADVISORS LLC New +10,041+10.0k
HARBOUR INVESTMENTS, INC. Added +8,747+8.7k
Orion Porfolio Solutions, LLC New +8,688+8.7k

Biggest sellers

AE Wealth Management LLC Reduced -604,867-604.9k
Cambridge Investment Research Advisors, Inc. Reduced -25,483-25.5k
Valmark Advisers, Inc. Sold out -22,795-22.8k
B.O.S.S. Retirement Advisors, LLC Sold out -20,607-20.6k
Outlook Wealth Advisors, LLC Sold out -20,185-20.2k
Advance Capital Management, Inc. Reduced -19,258-19.3k
OLD MISSION CAPITAL LLC Sold out -17,582-17.6k
NewEdge Wealth, LLC Sold out -17,450-17.4k
Great Lakes Retirement, Inc. Sold out -16,855-16.9k
Steward Partners Investment Advisory, LLC Reduced -15,738-15.7k

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, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 159,718159.7k $5.2m $5.2m 0.01% Added +44.2k +44,185
2 Truadvice, LLC 1.51% of their portfolio SARASOTA, FL 127,182127.2k $4.1m $4.1m 1.51% Added +25.2k +25,171
3 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 126,573126.6k $4.1m $4.1m 0.01% Reduced -2.2k -2,204
4 Brookstone Capital Management 0.08% of their portfolio WHEATON, IL 123,440123.4k $4.0m $4.0m 0.08% Reduced -14.0k -14,026
5 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 112,495112.5k $3.6m $3.6m 0.00% Added +13.6k +13,584
6 CreativeOne Wealth, LLC 0.08% of their portfolio OVERLAND PARK, KS 98,03998.0k $3.2m $3.2m 0.08% Added +37.7k +37,696
7 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 94,83994.8k $3.1m $3.1m 0.01% New
8 Strategic Blueprint, LLC 0.22% of their portfolio ATLANTA, GA 72,91772.9k $2.4m $2.4m 0.22% Added +5.1k +5,135
9 HARBOUR INVESTMENTS, INC. 0.08% of their portfolio MADISON, WI 51,39051.4k $1.7m $1.7m 0.08% Added +8.7k +8,747
10 Advance Capital Management, Inc. 0.18% of their portfolio SOUTHFIELD, MI 48,40848.4k $1.6m $1.6m 0.18% Reduced -19.3k -19,258
11 Cetera Advisor Networks LLC 0.01% of their portfolio EL SEGUNDO, CA 46,49246.5k $1.5m $1.5m 0.01% Added +3.4k +3,358
12 Ignite Planners, LLC 0.56% of their portfolio SAN CLEMENTE, CA 45,56745.6k $1.5m $1.5m 0.56% Unchanged
13 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 42,36442.4k $1.4m $1.4m 0.01% Added +8.1k +8,147
14 Mutual Advisors, LLC 0.05% of their portfolio OMAHA, NE 39,63439.6k $1.3m $1.3m 0.05% Reduced -12.9k -12,860
15 IFP Advisors, Inc 0.03% of their portfolio TAMPA, FL 38,38038.4k $1.2m $1.2m 0.03% Added +19.2k +19,190
16 World Investment Advisors 0.23% of their portfolio LINCROFT, NJ 37,50037.5k $1.2m $1.2m 0.23% Unchanged
17 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.08% of their portfolio BIRMINGHAM, AL 34,52534.5k $1.1m $1.1m 0.08% Added +1.7k +1,696
18 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 31,21631.2k $1.0m $1.0m 0.00% Added +1.2k +1,238
19 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 30,83130.8k $995.2k $995.2k 0.01% Added +2.4k +2,431
20 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 30,71630.7k $991.5k $991.5k 0.01% Reduced -1.7k -1,740
21 Glen Eagle Advisors, LLC 0.19% of their portfolio KINGSTON, NJ 26,11526.1k $843.0k $843.0k 0.19% Unchanged
22 Sage Capital Advisors,llc 0.28% of their portfolio SIOUX FALLS, SD 24,84824.8k $802.1k $802.1k 0.28% Added +4.4k +4,406
23 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 22,27522.3k $719.0k $719.0k 0.01% Unchanged
24 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 19,70119.7k $636.0k $636.0k 0.00% Reduced -25.5k -25,483
25 Hartford Financial Management Inc. 0.13% of their portfolio WEST HARTFORD, CT 16,65216.7k $537.5k $537.5k 0.13% Reduced -330 -330
26 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 16,46016.5k $531.3k $531.3k 0.00% New
27 FSB PREMIER WEALTH MANAGEMENT, INC. 0.29% of their portfolio WATERLOO, IA 16,39616.4k $529.3k $529.3k 0.29% Unchanged
28 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 16,22216.2k $523.6k $523.6k 0.00% Reduced -1.5k -1,459
29 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 13,47513.5k $435.0k $435.0k 0.00% Reduced -604.9k -604,867
30 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 12,70612.7k $410.1k $410.1k 0.01% Reduced -5.0k -4,989
31 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 12,26012.3k $395.8k $395.8k 0.00% Added +1.4k +1,427
32 McKinley Carter Wealth Services, Inc. 0.03% of their portfolio WHEELING, WV 11,50011.5k $371.2k $371.2k 0.03% Unchanged
33 ACORN FINANCIAL ADVISORY SERVICES INC /ADV 0.06% of their portfolio Reston, VA 10,74810.7k $346.9k $346.9k 0.06% Unchanged
34 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 10,04110.0k $324.1k $324.1k 0.00% New
35 PFG Advisors 0.02% of their portfolio Phoenix, AZ 9,5109.5k $307.0k $307.0k 0.02% Added +135 +135
36 Cetera Advisors LLC 0.00% of their portfolio DENVER, CO 9,4529.5k $305.1k $305.1k 0.00% Reduced -398 -398
37 Delta Investment Management, LLC 0.08% of their portfolio SAN FRANCISCO, CA 8,9739.0k $289.6k $289.6k 0.08% Reduced -6 -6
38 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 8,6888.7k $280.4k $280.4k 0.00% New
39 Orion Portfolio Solutions, LLC 0.00% of their portfolio Omaha, NE 8,6888.7k $280.4k $280.4k 0.00% New
40 Camelot Portfolios, LLC 0.17% of their portfolio Maumee, OH 8,6398.6k $278.9k $278.9k 0.17% Reduced -518 -518
41 Mariner, LLC 0.00% of their portfolio Overland Park, KS 7,2517.3k $234.1k $234.1k 0.00% Reduced -237 -237
42 ARBOR CAPITAL MANAGEMENT INC /ADV 0.18% of their portfolio ANCHORAGE, AK 7,1247.1k $229.6k $229.6k 0.18% Reduced -46 -46
43 Integrity Financial Corp /WA 0.17% of their portfolio JACKSON, WY 7,0677.1k $228.1k $228.1k 0.17% Added +1.5k +1,489
44 LINCOLN NATIONAL CORP 0.00% of their portfolio RADNOR, PA 7,0007.0k $226.0k $226.0k 0.00% Unchanged
45 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 6,9767.0k $225.0k $225.0k 0.00% New
46 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 6,6726.7k $215.0k $215.0k 0.00% New
47 Sunbelt Securities, Inc. 0.03% of their portfolio HOUSTON, TX 5,8685.9k $189.4k $189.4k 0.03% Unchanged
48 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 4,3854.4k $141.5k $141.5k 0.00% Reduced -15.7k -15,738
49 UBS Group AG 0.00% of their portfolio ZURICH, V8 3,8863.9k $125.4k $125.4k 0.00% Added +1.7k +1,732
50 OGOREK ANTHONY JOSEPH /NY/ /ADV 0.03% of their portfolio WILLIAMSVILLE, NY 2,7592.8k $89.0k $89.0k 0.03% Unchanged
51 Wagner Wealth Management, LLC 0.03% of their portfolio GREENVILLE, SC 2,5302.5k $81.7k $81.7k 0.03% Unchanged
52 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 1,0001.0k $32.3k $32.3k 0.00% Unchanged
53 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 1,0001.0k $32.3k $32.3k 0.00% New
54 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 925925 $29.9k $29.9k 0.00% Unchanged
55 Tradition Wealth Management, LLC 0.00% of their portfolio EDINA, MN 805805 $26.0k $26.0k 0.00% Unchanged
56 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 789789 $25.5k $25.5k 0.00% Reduced -31 -31
57 BENJAMIN F. EDWARDS & COMPANY, INC. 0.00% of their portfolio ST. LOUIS, MO 570570 $18.0k $18.0k 0.00% New
58 OLIVER LAGORE VANVALIN INVESTMENT GROUP 0.00% of their portfolio FLINT, MI 1717 $549 $549 0.00% New
59 CWM, LLC 0.00% of their portfolio OMAHA, NE 55 $0 $0 0.00% Unchanged