Vault-13

FIRST TR EXCHNG TRADED FD VI DMAR

FT VEST US EQT · ETP · CUSIP 33740F615

69 institutional holders +8 vs Q4 2023
3,409,9443.4m shares reported held*
$119.0mreported value*
18 new 31 added 11 reduced 12 sold out net bought ≈ $63.9m (+1.8m 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 ≈ $34.88.

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 46Q4 22: 59Q1 23: 70Q2 23: 59Q3 23: 60Q4 23: 61Q1 24: 6969Q3 22Q1 23Q3 23Q1 24
Numbers
QuarterHolders
Q3 202246
Q4 202259
Q1 202370
Q2 202359
Q3 202360
Q4 202361
Q1 202469

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 23Q1 24: 49 bought or addedQ1 24: 23 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q4 20223021
Q1 20234330
Q2 20232738
Q3 20231533
Q4 20231934
Q1 20244923

Biggest buyers

Lifestyle Asset Management, Inc. New +814,682+814.7k
Spectrum Asset Management, Inc. (NB/CA) New +284,732+284.7k
Scissortail Wealth Management, LLC New +130,745+130.7k
Cetera Investment Advisers Added +112,048+112.0k
CreativeOne Wealth, LLC Added +105,360+105.4k
Kestra Advisory Services, LLC Added +105,223+105.2k
Raymond James Financial Services Advisors, Inc. Added +97,448+97.4k
ENVESTNET ASSET MANAGEMENT INC Added +67,434+67.4k
CWM, LLC Added +55,962+56.0k
1ST SOURCE BANK New +42,360+42.4k

Biggest sellers

Cetera Advisor Networks LLC Sold out -45,004-45.0k
Gerber Kawasaki Wealth & Investment Management Sold out -42,245-42.2k
OSAIC HOLDINGS, INC. Reduced -37,762-37.8k
Sage Capital Advisors,llc Sold out -30,626-30.6k
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Reduced -24,713-24.7k
Cetera Advisors LLC Sold out -14,906-14.9k
Sowell Financial Services LLC Sold out -12,767-12.8k
Hartford Financial Management Inc. Sold out -10,198-10.2k
Delta Investment Management, LLC Sold out -8,903-8.9k
Envestnet Portfolio Solutions, Inc. Sold out -7,814-7.8k

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 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Lifestyle Asset Management, Inc. 16.80% of their portfolio FRIENDSWOOD, TX 814,682814.7k $28.4m $28.4m 16.80% New
2 Spectrum Asset Management, Inc. (NB/CA) 4.26% of their portfolio NEWPORT BEACH, CA 284,732284.7k $9.9m $9.9m 4.26% New
3 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 232,746232.7k $8.1m $8.1m 0.00% Added +67.4k +67,434
4 Kestra Advisory Services, LLC 0.05% of their portfolio AUSTIN, TX 214,717214.7k $7.5m $7.5m 0.05% Added +105.2k +105,223
5 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 175,014175.0k $6.1m $6.1m 0.01% Added +112.0k +112,048
6 CreativeOne Wealth, LLC 0.21% of their portfolio OVERLAND PARK, KS 153,378153.4k $5.4m $5.4m 0.21% Added +105.4k +105,360
7 Scissortail Wealth Management, LLC 1.21% of their portfolio TULSA, OK 130,745130.7k $4.6m $4.6m 1.21% New
8 Signal Advisors Wealth, LLC 1.08% of their portfolio DETROIT, MI 125,052125.1k $4.4m $4.4m 1.08% Added +12.3k +12,265
9 Foguth Wealth Management, LLC. 2.34% of their portfolio BRIGHTON, MI 125,052125.1k $4.4m $4.4m 2.34% First filing
10 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 112,312112.3k $3.9m $3.9m 0.01% Added +97.4k +97,448
11 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 96,20996.2k $3.4m $3.4m 0.01% Reduced -37.8k -37,762
12 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 89,35489.4k $3.1m $3.1m 0.01% Added +2.8k +2,777
13 CWM, LLC 0.01% of their portfolio OMAHA, NE 55,96756.0k $2.0m $2.0m 0.01% Added +56.0k +55,962
14 Ignite Planners, LLC 0.53% of their portfolio SAN CLEMENTE, CA 54,35754.4k $1.9m $1.9m 0.53% Added +13.0k +12,966
15 HARBOUR INVESTMENTS, INC. 0.06% of their portfolio MADISON, WI 52,14852.1k $1.8m $1.8m 0.06% Added +758 +758
16 1ST SOURCE BANK 0.09% of their portfolio SOUTH BEND, IN 42,36042.4k $1.5m $1.5m 0.09% New
17 WETZEL INVESTMENT ADVISORS, INC. 0.83% of their portfolio INDIANAPOLIS, IN 41,18541.2k $1.4m $1.4m 0.83% Reduced -270 -270
18 World Investment Advisors 0.20% of their portfolio LINCROFT, NJ 41,00041.0k $1.4m $1.4m 0.20% Added +3.5k +3,500
19 Mutual Advisors, LLC 0.04% of their portfolio OMAHA, NE 36,03436.0k $1.3m $1.3m 0.04% Added +4.0k +4,000
20 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 35,30935.3k $1.2m $1.2m 0.00% Added +25.4k +25,374
21 REAP Financial Group, LLC 0.31% of their portfolio AUSTIN, TX 32,42432.4k $1.1m $1.1m 0.31% Added +18.6k +18,633
22 FSB PREMIER WEALTH MANAGEMENT, INC. 0.47% of their portfolio WATERLOO, IA 29,08729.1k $1.0m $1.0m 0.47% New
23 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 26,77926.8k $934.6k $934.6k 0.01% Added +14.4k +14,369
24 Glen Eagle Advisors, LLC 0.17% of their portfolio KINGSTON, NJ 26,11526.1k $911.4k $911.4k 0.17% Unchanged
25 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 24,58624.6k $858.0k $858.0k 0.00% Added +3.7k +3,721
26 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 23,57523.6k $822.8k $822.8k 0.01% Added +4.7k +4,711
27 Advance Capital Management, Inc. 0.06% of their portfolio SOUTHFIELD, MI 23,52623.5k $821.1k $821.1k 0.06% Unchanged
28 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 18,87818.9k $658.8k $658.8k 0.00% Added +6.0k +5,959
29 McKinley Carter Wealth Services, Inc. 0.04% of their portfolio WHEELING, WV 18,73018.7k $653.7k $653.7k 0.04% Added +7.2k +7,230
30 IFP Advisors, Inc 0.03% of their portfolio TAMPA, FL 18,32818.3k $639.6k $639.6k 0.03% Added +114 +114
31 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 16,79316.8k $586.0k $586.0k 0.00% Added +10.5k +10,549
32 Integrity Financial Corp /WA 0.38% of their portfolio JACKSON, WY 16,01616.0k $559.0k $559.0k 0.38% Added +9.1k +9,057
33 OGOREK ANTHONY JOSEPH /NY/ /ADV 0.19% of their portfolio WILLIAMSVILLE, NY 15,30815.3k $534.0k $534.0k 0.19% Added +14.2k +14,174
34 Mayfair Advisory Group, LLC 0.39% of their portfolio BIRMINGHAM, AL 15,28415.3k $533.4k $533.4k 0.39% New
35 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 14,64314.6k $511.0k $511.0k 0.00% Added +1.7k +1,740
36 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 14,22614.2k $493.2k $493.2k 0.02% New
37 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 13,57613.6k $473.8k $473.8k 0.00% Added +1.5k +1,460
38 Schulz Wealth, LTD. 0.40% of their portfolio MANSFIELD, TX 13,41713.4k $468.3k $468.3k 0.40% Reduced -4.2k -4,212
39 Acorn Wealth Advisors, LLC 0.22% of their portfolio Grand Blanc, MI 12,14812.1k $424.0k $424.0k 0.22% New
40 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 11,35111.4k $396.1k $396.1k 0.01% Added +146 +146
41 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 8,6518.7k $301.9k $301.9k 0.00% New
42 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 8,6188.6k $300.8k $300.8k 0.00% Added +1.9k +1,860
43 Orion Portfolio Solutions, LLC 0.00% of their portfolio Omaha, NE 8,6188.6k $300.8k $300.8k 0.00% Added +1.9k +1,860
44 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 8,5158.5k $297.2k $297.2k 0.00% New
45 ACORN FINANCIAL ADVISORY SERVICES INC /ADV 0.05% of their portfolio Reston, VA 8,2568.3k $288.1k $288.1k 0.05% Reduced -1.3k -1,347
46 Sunbelt Securities, Inc. 0.03% of their portfolio HOUSTON, TX 7,9247.9k $276.5k $276.5k 0.03% Added +1.4k +1,435
47 Capital Investment Advisory Services, LLC 0.03% of their portfolio RALEIGH, NC 7,8597.9k $274.3k $274.3k 0.03% Added +6.7k +6,662
48 ARBOR CAPITAL MANAGEMENT INC /ADV 0.26% of their portfolio ANCHORAGE, AK 7,7647.8k $269.6k $269.6k 0.26% Added +876 +876
49 Maltin Wealth Management, Inc. 0.14% of their portfolio RIDGEWOOD, NJ 7,1467.1k $249.4k $249.4k 0.14% New
50 Camelot Portfolios, LLC 0.23% of their portfolio Maumee, OH 6,6766.7k $233.0k $233.0k 0.23% Reduced -964 -964
51 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 6,3766.4k $222.0k $222.0k 0.00% Reduced -3.3k -3,267
52 Focus Financial Network, Inc. 0.01% of their portfolio MINNEAPOLIS, MN 5,9355.9k $202.0k $202.0k 0.01% First filing
53 GeoWealth Management, LLC 0.01% of their portfolio CHICAGO, IL 3,8523.9k $134.4k $134.4k 0.01% New
54 Wagner Wealth Management, LLC 0.03% of their portfolio GREENVILLE, SC 2,5302.5k $88.3k $88.3k 0.03% Unchanged
55 LANARK FINANCIAL, INC. 0.01% of their portfolio BIRMINGHAM, AL 2,4902.5k $86.0k $86.0k 0.01% Reduced -669 -669
56 DHJJ Financial Advisors, Ltd. 0.03% of their portfolio NAPERVILLE, IL 1,8781.9k $65.5k $65.5k 0.03% Reduced -207 -207
57 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 1,7511.8k $61.1k $61.1k 0.00% New
58 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,1561.2k $40.3k $40.3k 0.00% New
59 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,0261.0k $35.8k $35.8k 0.00% Reduced -133 -133
60 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 1,0231.0k $35.7k $35.7k 0.00% New
61 Tanglewood Legacy Advisors, LLC 0.02% of their portfolio HOUSTON, TX 1,0101.0k $35.2k $35.2k 0.02% New
62 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 1,0001.0k $34.9k $34.9k 0.00% Unchanged
63 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 726726 $25.3k $25.3k 0.00% Reduced -24.7k -24,713
64 Creekmur Asset Management LLC 0.01% of their portfolio MORTON, IL 608608 $21.2k $21.2k 0.01% Unchanged
65 BENJAMIN F. EDWARDS & COMPANY, INC. 0.00% of their portfolio ST. LOUIS, MO 570570 $20.0k $20.0k 0.00% Unchanged
66 AlphaMark Advisors, LLC 0.00% of their portfolio FT. WRIGHT, KY 300300 $10.0k $10.0k 0.00% New
67 SOA Wealth Advisors, LLC. 0.00% of their portfolio NEW YORK, NY 288288 $10.1k $10.1k 0.00% New
68 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 248248 $8.7k $8.7k 0.00% Reduced -295 -295
69 OLIVER LAGORE VANVALIN INVESTMENT GROUP 0.00% of their portfolio FLINT, MI 77 $244 $244 0.00% Unchanged