Vault-13

FIRST TR EXCHNG TRADED FD VI DMAR

FT VEST US EQT · ETP · CUSIP 33740F615

60 institutional holders +1 vs Q2 2023
1,586,1641.6m shares reported held*
$51.1mreported value*
7 new 8 added 26 reduced 7 sold out net sold ≈ $5.1m (-159.9k 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 ≈ $32.21.

Trends to Q3 2023

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 46Q4 22: 59Q1 23: 70Q2 23: 59Q3 23: 6060Q3 22Q4 22Q1 23Q2 23Q3 23
Numbers
QuarterHolders
Q3 202246
Q4 202259
Q1 202370
Q2 202359
Q3 202360

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 23Q3 23: 15 bought or addedQ3 23: 33 cut or sold outQ3 23
Numbers
QuarterBought or addedCut or sold out
Q4 20223021
Q1 20234330
Q2 20232738
Q3 20231533

Biggest buyers

OLD MISSION CAPITAL LLC New +54,821+54.8k
JPMORGAN CHASE & CO New +15,000+15.0k
Ameritas Advisory Services, LLC New +14,226+14.2k
OSAIC HOLDINGS, INC. Added +12,814+12.8k
ROYAL BANK OF CANADA Added +12,303+12.3k
LPL Financial LLC New +10,295+10.3k
JANE STREET GROUP, LLC New +6,302+6.3k
CreativeOne Wealth, LLC Added +5,378+5.4k
ENVESTNET ASSET MANAGEMENT INC Added +3,055+3.1k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +2,511+2.5k

Biggest sellers

Strategic Blueprint, LLC Sold out -72,917-72.9k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -35,968-36.0k
RAYMOND JAMES & ASSOCIATES Sold out -31,216-31.2k
Brookstone Capital Management Reduced -23,046-23.0k
IFP Advisors, Inc Reduced -20,166-20.2k
Advance Capital Management, Inc. Reduced -19,579-19.6k
FSB PREMIER WEALTH MANAGEMENT, INC. Sold out -16,396-16.4k
NewEdge Advisors, LLC Reduced -14,178-14.2k
Cetera Advisor Networks LLC Reduced -13,062-13.1k
CITADEL ADVISORS LLC Sold out -10,041-10.0k

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, Q3 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 172,532172.5k $5.5m $5.5m 0.01% Added +12.8k +12,814
2 Truadvice, LLC 1.56% of their portfolio SARASOTA, FL 121,003121.0k $4.0m $4.0m 1.56% Reduced -6.2k -6,179
3 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 115,550115.5k $3.7m $3.7m 0.00% Added +3.1k +3,055
4 CreativeOne Wealth, LLC 0.24% of their portfolio OVERLAND PARK, KS 103,417103.4k $3.3m $3.3m 0.24% Added +5.4k +5,378
5 Brookstone Capital Management 0.07% of their portfolio WHEATON, IL 100,394100.4k $3.2m $3.2m 0.07% Reduced -23.0k -23,046
6 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 92,69392.7k $3.0m $3.0m 0.01% Reduced -2.1k -2,146
7 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 90,60590.6k $2.9m $2.9m 0.01% Reduced -36.0k -35,968
8 OLD MISSION CAPITAL LLC 0.06% of their portfolio CHICAGO, IL 54,82154.8k $1.8m $1.8m 0.06% New
9 HARBOUR INVESTMENTS, INC. 0.08% of their portfolio MADISON, WI 51,39051.4k $1.7m $1.7m 0.08% Unchanged
10 Ignite Planners, LLC 0.45% of their portfolio SAN CLEMENTE, CA 45,56745.6k $1.5m $1.5m 0.45% Unchanged
11 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 41,70541.7k $1.3m $1.3m 0.01% Reduced -659 -659
12 Mutual Advisors, LLC 0.05% of their portfolio OMAHA, NE 39,03439.0k $1.3m $1.3m 0.05% Reduced -600 -600
13 World Investment Advisors 0.24% of their portfolio LINCROFT, NJ 37,50037.5k $1.2m $1.2m 0.24% Unchanged
14 Cetera Advisor Networks LLC 0.01% of their portfolio EL SEGUNDO, CA 33,43033.4k $1.1m $1.1m 0.01% Reduced -13.1k -13,062
15 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 31,50731.5k $1.0m $1.0m 0.01% Added +791 +791
16 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.08% of their portfolio BIRMINGHAM, AL 30,85530.9k $992.5k $992.5k 0.08% Reduced -3.7k -3,670
17 Advance Capital Management, Inc. 0.09% of their portfolio SOUTHFIELD, MI 28,82928.8k $927.3k $927.3k 0.09% Reduced -19.6k -19,579
18 Glen Eagle Advisors, LLC 0.19% of their portfolio KINGSTON, NJ 26,11526.1k $840.0k $840.0k 0.19% Unchanged
19 Sage Capital Advisors,llc 0.30% of their portfolio SIOUX FALLS, SD 25,02025.0k $804.8k $804.8k 0.30% Added +172 +172
20 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 19,27919.3k $620.0k $620.0k 0.00% Added +12.3k +12,303
21 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 18,97119.0k $610.2k $610.2k 0.00% Added +2.5k +2,511
22 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 18,36518.4k $591.0k $591.0k 0.00% Reduced -1.3k -1,336
23 IFP Advisors, Inc 0.03% of their portfolio TAMPA, FL 18,21418.2k $585.9k $585.9k 0.03% Reduced -20.2k -20,166
24 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 16,65316.7k $535.6k $535.6k 0.01% Reduced -14.2k -14,178
25 Hartford Financial Management Inc. 0.14% of their portfolio WEST HARTFORD, CT 16,65216.7k $535.6k $535.6k 0.14% Unchanged
26 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 16,22216.2k $521.8k $521.8k 0.00% Unchanged
27 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 15,57515.6k $501.0k $501.0k 0.01% Reduced -6.7k -6,700
28 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 15,00015.0k $482.5k $482.5k 0.00% New
29 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 14,22614.2k $458.4k $458.4k 0.02% New
30 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 12,90712.9k $415.2k $415.2k 0.00% Reduced -568 -568
31 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 12,13712.1k $390.4k $390.4k 0.00% Reduced -123 -123
32 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 11,65811.7k $375.0k $375.0k 0.01% Reduced -1.0k -1,048
33 McKinley Carter Wealth Services, Inc. 0.03% of their portfolio WHEELING, WV 11,50011.5k $369.9k $369.9k 0.03% Unchanged
34 Cetera Advisors LLC 0.01% of their portfolio DENVER, CO 10,75110.8k $345.8k $345.8k 0.01% Added +1.3k +1,299
35 ACORN FINANCIAL ADVISORY SERVICES INC /ADV 0.06% of their portfolio Reston, VA 10,67010.7k $343.2k $343.2k 0.06% Reduced -78 -78
36 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 10,29510.3k $331.1k $331.1k 0.00% New
37 PFG Advisors 0.03% of their portfolio Phoenix, AZ 9,2129.2k $296.3k $296.3k 0.03% Reduced -298 -298
38 Delta Investment Management, LLC 0.08% of their portfolio SAN FRANCISCO, CA 8,9739.0k $288.6k $288.6k 0.08% Unchanged
39 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 8,6238.6k $277.4k $277.4k 0.00% Reduced -65 -65
40 Orion Portfolio Solutions, LLC 0.00% of their portfolio Omaha, NE 8,6238.6k $277.4k $277.4k 0.00% Reduced -65 -65
41 Camelot Portfolios, LLC 0.22% of their portfolio Maumee, OH 7,1197.1k $229.0k $229.0k 0.22% Reduced -1.5k -1,520
42 LINCOLN NATIONAL CORP 0.00% of their portfolio RADNOR, PA 7,0007.0k $225.2k $225.2k 0.00% Unchanged
43 Integrity Financial Corp /WA 0.17% of their portfolio JACKSON, WY 6,9597.0k $223.8k $223.8k 0.17% Reduced -108 -108
44 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 6,6726.7k $215.0k $215.0k 0.00% Unchanged
45 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 6,3026.3k $202.7k $202.7k 0.00% New
46 Sunbelt Securities, Inc. 0.03% of their portfolio HOUSTON, TX 5,8685.9k $188.7k $188.7k 0.03% Unchanged
47 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 4,2594.3k $137.0k $137.0k 0.00% Reduced -126 -126
48 LANARK FINANCIAL, INC. 0.01% of their portfolio BIRMINGHAM, AL 3,8353.8k $123.0k $123.0k 0.01% First filing
49 OGOREK ANTHONY JOSEPH /NY/ /ADV 0.03% of their portfolio WILLIAMSVILLE, NY 2,7592.8k $88.0k $88.0k 0.03% Unchanged
50 Wagner Wealth Management, LLC 0.03% of their portfolio GREENVILLE, SC 2,5302.5k $81.4k $81.4k 0.03% Unchanged
51 DHJJ Financial Advisors, Ltd. 0.04% of their portfolio NAPERVILLE, IL 2,3152.3k $74.5k $74.5k 0.04% New
52 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 1,0001.0k $32.2k $32.2k 0.00% Unchanged
53 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 1,0001.0k $32.2k $32.2k 0.00% Unchanged
54 Tradition Wealth Management, LLC 0.00% of their portfolio EDINA, MN 805805 $26.0k $26.0k 0.00% Unchanged
55 BENJAMIN F. EDWARDS & COMPANY, INC. 0.00% of their portfolio ST. LOUIS, MO 570570 $18.0k $18.0k 0.00% Unchanged
56 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 552552 $17.8k $17.8k 0.00% Reduced -237 -237
57 UBS Group AG 0.00% of their portfolio ZURICH, V8 117117 $3.8k $3.8k 0.00% Reduced -3.8k -3,769
58 Authentikos Wealth Advisory, LLC 0.00% of their portfolio MORGAN HILL, CA 1717 $547 $547 0.00% New
59 OLIVER LAGORE VANVALIN INVESTMENT GROUP 0.00% of their portfolio FLINT, MI 77 $225 $225 0.00% Reduced -10 -10
60 CWM, LLC 0.00% of their portfolio OMAHA, NE 55 $0 $0 0.00% Unchanged