Vault-13

FIRST TR EXCHNG TRADED FD VI DMAR

FT VEST US EQT · ETP · CUSIP 33740F615

61 institutional holders +1 vs Q3 2023
1,447,0951.4m shares reported held*
$49.3mreported value*
6 new 13 added 25 reduced 9 sold out net sold ≈ $6.9m (-204.3k 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 ≈ $34.04.

Trends to Q4 2023

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 46Q4 22: 59Q1 23: 70Q2 23: 59Q3 23: 60Q4 23: 6161Q3 22Q4 22Q1 23Q2 23Q3 23Q4 23
Numbers
QuarterHolders
Q3 202246
Q4 202259
Q1 202370
Q2 202359
Q3 202360
Q4 202361

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 23Q4 23: 19 bought or addedQ4 23: 34 cut or sold outQ4 23
Numbers
QuarterBought or addedCut or sold out
Q4 20223021
Q1 20234330
Q2 20232738
Q3 20231533
Q4 20231934

Biggest buyers

Kestra Advisory Services, LLC Added +77,987+78.0k
ENVESTNET ASSET MANAGEMENT INC Added +49,762+49.8k
Gerber Kawasaki Wealth & Investment Management New +42,245+42.2k
Cetera Investment Advisers Added +21,261+21.3k
Sowell Financial Services LLC New +12,767+12.8k
Cetera Advisor Networks LLC Added +11,574+11.6k
Envestnet Portfolio Solutions, Inc. New +7,814+7.8k
ARBOR CAPITAL MANAGEMENT INC /ADV New +6,888+6.9k
Sage Capital Advisors,llc Added +5,606+5.6k
Cetera Advisors LLC Added +4,155+4.2k

Biggest sellers

Brookstone Capital Management Sold out -100,394-100.4k
HighTower Advisors, LLC Sold out -92,693-92.7k
CreativeOne Wealth, LLC Reduced -55,399-55.4k
OLD MISSION CAPITAL LLC Sold out -54,821-54.8k
OSAIC HOLDINGS, INC. Reduced -38,561-38.6k
JPMORGAN CHASE & CO Sold out -15,000-15.0k
Ameritas Advisory Services, LLC Sold out -14,226-14.2k
ROYAL BANK OF CANADA Reduced -9,636-9.6k
PFG Advisors Sold out -9,212-9.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -9,036-9.0k

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, Q4 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 165,312165.3k $5.6m $5.6m 0.00% Added +49.8k +49,762
2 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 133,971134.0k $4.5m $4.5m 0.01% Reduced -38.6k -38,561
3 Signal Advisors Wealth, LLC 1.32% of their portfolio DETROIT, MI 112,787112.8k $3.8m $3.8m 1.32% First filing
4 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 109,494109.5k $3.7m $3.7m 0.03% Added +78.0k +77,987
5 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 86,57786.6k $2.9m $2.9m 0.01% Reduced -4.0k -4,028
6 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 62,96663.0k $2.1m $2.1m 0.02% Added +21.3k +21,261
7 HARBOUR INVESTMENTS, INC. 0.07% of their portfolio MADISON, WI 51,39051.4k $1.7m $1.7m 0.07% Unchanged
8 CreativeOne Wealth, LLC 0.10% of their portfolio OVERLAND PARK, KS 48,01848.0k $1.6m $1.6m 0.10% Reduced -55.4k -55,399
9 Cetera Advisor Networks LLC 0.01% of their portfolio EL SEGUNDO, CA 45,00445.0k $1.5m $1.5m 0.01% Added +11.6k +11,574
10 Gerber Kawasaki Wealth & Investment Management 0.10% of their portfolio SANTA MONICA, CA 42,24542.2k $1.7m $1.7m 0.10% New
11 WETZEL INVESTMENT ADVISORS, INC. 0.86% of their portfolio INDIANAPOLIS, IN 41,45541.5k $1.4m $1.4m 0.86% First filing
12 Ignite Planners, LLC 0.42% of their portfolio SAN CLEMENTE, CA 41,39141.4k $1.4m $1.4m 0.42% Reduced -4.2k -4,176
13 World Investment Advisors 0.16% of their portfolio LINCROFT, NJ 37,50037.5k $1.3m $1.3m 0.16% Unchanged
14 Mutual Advisors, LLC 0.04% of their portfolio OMAHA, NE 32,03432.0k $1.1m $1.1m 0.04% Reduced -7.0k -7,000
15 Sage Capital Advisors,llc 0.34% of their portfolio SIOUX FALLS, SD 30,62630.6k $1.0m $1.0m 0.34% Added +5.6k +5,606
16 Glen Eagle Advisors, LLC 0.18% of their portfolio KINGSTON, NJ 26,11526.1k $884.1k $884.1k 0.18% Unchanged
17 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.06% of their portfolio BIRMINGHAM, AL 25,43925.4k $861.2k $861.2k 0.06% Reduced -5.4k -5,416
18 Advance Capital Management, Inc. 0.06% of their portfolio SOUTHFIELD, MI 23,52623.5k $796.5k $796.5k 0.06% Reduced -5.3k -5,303
19 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 20,86520.9k $706.0k $706.0k 0.00% Added +2.5k +2,500
20 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 18,86418.9k $638.6k $638.6k 0.01% Added +3.3k +3,289
21 IFP Advisors, Inc 0.03% of their portfolio TAMPA, FL 18,21418.2k $616.6k $616.6k 0.03% Unchanged
22 Schulz Wealth, LTD. 0.57% of their portfolio MANSFIELD, TX 17,62917.6k $596.8k $596.8k 0.57% First filing
23 Cetera Advisors LLC 0.01% of their portfolio DENVER, CO 14,90614.9k $504.6k $504.6k 0.01% Added +4.2k +4,155
24 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 14,86414.9k $503.2k $503.2k 0.00% Reduced -1.4k -1,358
25 REAP Financial Group, LLC 0.14% of their portfolio AUSTIN, TX 13,79113.8k $466.9k $466.9k 0.14% First filing
26 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 12,91912.9k $437.4k $437.4k 0.00% Added +2.6k +2,624
27 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 12,90312.9k $439.5k $439.5k 0.00% Reduced -3.8k -3,750
28 Sowell Financial Services LLC 0.02% of their portfolio NORTH LITTLE ROCK, AR 12,76712.8k $444.0k $444.0k 0.02% New
29 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 12,41012.4k $423.2k $423.2k 0.00% Reduced -497 -497
30 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 12,11612.1k $410.2k $410.2k 0.00% Reduced -21 -21
31 McKinley Carter Wealth Services, Inc. 0.03% of their portfolio WHEELING, WV 11,50011.5k $389.3k $389.3k 0.03% Unchanged
32 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 11,20511.2k $379.3k $379.3k 0.01% Reduced -453 -453
33 Hartford Financial Management Inc. 0.08% of their portfolio WEST HARTFORD, CT 10,19810.2k $345.2k $345.2k 0.08% Reduced -6.5k -6,454
34 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 9,9359.9k $336.3k $336.3k 0.00% Reduced -9.0k -9,036
35 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 9,6439.6k $326.0k $326.0k 0.00% Reduced -9.6k -9,636
36 ACORN FINANCIAL ADVISORY SERVICES INC /ADV 0.06% of their portfolio Reston, VA 9,6039.6k $325.1k $325.1k 0.06% Reduced -1.1k -1,067
37 Delta Investment Management, LLC 0.07% of their portfolio SAN FRANCISCO, CA 8,9038.9k $301.4k $301.4k 0.07% Reduced -70 -70
38 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 7,8147.8k $264.5k $264.5k 0.00% New
39 Camelot Portfolios, LLC 0.15% of their portfolio Maumee, OH 7,6407.6k $258.6k $258.6k 0.15% Added +521 +521
40 LINCOLN NATIONAL CORP 0.00% of their portfolio RADNOR, PA 7,0007.0k $237.0k $237.0k 0.00% Unchanged
41 Integrity Financial Corp /WA 0.17% of their portfolio JACKSON, WY 6,9597.0k $235.6k $235.6k 0.17% Unchanged
42 ARBOR CAPITAL MANAGEMENT INC /ADV 0.17% of their portfolio ANCHORAGE, AK 6,8886.9k $232.8k $232.8k 0.17% New
43 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 6,7586.8k $229.2k $229.2k 0.00% Reduced -1.9k -1,865
44 Orion Portfolio Solutions, LLC 0.00% of their portfolio Omaha, NE 6,7586.8k $229.2k $229.2k 0.00% Reduced -1.9k -1,865
45 Sunbelt Securities, Inc. 0.03% of their portfolio HOUSTON, TX 6,4896.5k $219.7k $219.7k 0.03% Added +621 +621
46 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 6,2446.2k $211.0k $211.0k 0.00% Reduced -428 -428
47 LANARK FINANCIAL, INC. 0.01% of their portfolio BIRMINGHAM, AL 3,1593.2k $106.0k $106.0k 0.01% Reduced -676 -676
48 Wagner Wealth Management, LLC 0.03% of their portfolio GREENVILLE, SC 2,5302.5k $85.7k $85.7k 0.03% Unchanged
49 DHJJ Financial Advisors, Ltd. 0.03% of their portfolio NAPERVILLE, IL 2,0852.1k $70.6k $70.6k 0.03% Reduced -230 -230
50 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 1,1971.2k $40.5k $40.5k 0.00% Added +197 +197
51 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,1591.2k $39.2k $39.2k 0.00% Reduced -3.1k -3,100
52 OGOREK ANTHONY JOSEPH /NY/ /ADV 0.01% of their portfolio WILLIAMSVILLE, NY 1,1341.1k $38.0k $38.0k 0.01% Reduced -1.6k -1,625
53 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 1,0001.0k $33.9k $33.9k 0.00% Unchanged
54 UBS Group AG 0.00% of their portfolio ZURICH, V8 933933 $31.6k $31.6k 0.00% Added +816 +816
55 Creekmur Asset Management LLC 0.01% of their portfolio MORTON, IL 608608 $20.6k $20.6k 0.01% First filing
56 BENJAMIN F. EDWARDS & COMPANY, INC. 0.00% of their portfolio ST. LOUIS, MO 570570 $19.0k $19.0k 0.00% Unchanged
57 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 543543 $18.4k $18.4k 0.00% Reduced -9 -9
58 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 460460 $15.6k $15.6k 0.00% New
59 Impact Partnership Wealth, LLC 0.00% of their portfolio MARIETTA, GA 7070 $2.4k $2.4k 0.00% New
60 OLIVER LAGORE VANVALIN INVESTMENT GROUP 0.00% of their portfolio FLINT, MI 77 $237 $237 0.00% Unchanged
61 CWM, LLC 0.00% of their portfolio OMAHA, NE 55 $0 $0 0.00% Unchanged