Vault-13

FIRST TR EXCHNG TRADED FD VI DMAR

FT VEST US EQT · ETP · CUSIP 33740F615

91 institutional holders +22 vs Q1 2024
4,096,5954.1m shares reported held*
$147.5mreported value*
24 new 31 added 20 reduced 2 sold out net bought ≈ $24.7m (+686.7k 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 ≈ $36.00.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 46Q4 22: 59Q1 23: 70Q2 23: 59Q3 23: 60Q4 23: 61Q1 24: 69Q2 24: 9191Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 202246
Q4 202259
Q1 202370
Q2 202359
Q3 202360
Q4 202361
Q1 202469
Q2 202491

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 22: 30 bought or addedQ4 22: 21 cut or sold outQ4 22Q1 23: 43 bought or addedQ1 23: 30 cut or sold outQ2 23: 27 bought or addedQ2 23: 38 cut or sold outQ2 23Q3 23: 15 bought or addedQ3 23: 33 cut or sold outQ4 23: 19 bought or addedQ4 23: 34 cut or sold outQ4 23Q1 24: 49 bought or addedQ1 24: 23 cut or sold outQ2 24: 55 bought or addedQ2 24: 22 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 20223021
Q1 20234330
Q2 20232738
Q3 20231533
Q4 20231934
Q1 20244923
Q2 20245522

Biggest buyers

OPPENHEIMER & CO INC New +599,727+599.7k
Cetera Investment Advisers Added +130,708+130.7k
Cambridge Investment Research Advisors, Inc. Added +112,461+112.5k
RAYMOND JAMES & ASSOCIATES Added +99,208+99.2k
CWM, LLC Added +75,175+75.2k
Spire Wealth Management Added +58,742+58.7k
JANE STREET GROUP, LLC New +36,868+36.9k
AE Wealth Management LLC Added +34,643+34.6k
COMMONWEALTH EQUITY SERVICES, LLC Added +33,576+33.6k
Foguth Wealth Management, LLC. Added +27,239+27.2k

Biggest sellers

Lifestyle Asset Management, Inc. Reduced -217,603-217.6k
ENVESTNET ASSET MANAGEMENT INC Reduced -185,138-185.1k
Spectrum Asset Management, Inc. (NB/CA) Reduced -141,958-142.0k
CreativeOne Wealth, LLC Reduced -140,615-140.6k
Signal Advisors Wealth, LLC Reduced -108,693-108.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -19,093-19.1k
Advance Capital Management, Inc. Reduced -6,268-6.3k
Mayfair Advisory Group, LLC Reduced -5,692-5.7k
GeoWealth Management, LLC Sold out -3,852-3.9k
Raymond James Financial Services Advisors, Inc. Reduced -3,760-3.8k

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, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OPPENHEIMER & CO INC 0.34% of their portfolio NEW YORK, NY 599,727599.7k $21.6m $21.6m 0.34% New
2 Lifestyle Asset Management, Inc. 12.35% of their portfolio FRIENDSWOOD, TX 597,079597.1k $21.5m $21.5m 12.35% Reduced -217.6k -217,603
3 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 305,722305.7k $11.0m $11.0m 0.03% Added +130.7k +130,708
4 Kestra Advisory Services, LLC 0.05% of their portfolio AUSTIN, TX 229,721229.7k $8.3m $8.3m 0.05% Added +15.0k +15,004
5 Foguth Wealth Management, LLC. 2.42% of their portfolio BRIGHTON, MI 152,291152.3k $5.5m $5.5m 2.42% Added +27.2k +27,239
6 Spectrum Asset Management, Inc. (NB/CA) 2.38% of their portfolio NEWPORT BEACH, CA 142,774142.8k $5.1m $5.1m 2.38% Reduced -142.0k -141,958
7 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 137,047137.0k $4.9m $4.9m 0.02% Added +112.5k +112,461
8 Scissortail Wealth Management, LLC 1.22% of their portfolio TULSA, OK 132,581132.6k $4.8m $4.8m 1.22% Added +1.8k +1,836
9 CWM, LLC 0.02% of their portfolio OMAHA, NE 131,142131.1k $4.7m $4.7m 0.02% Added +75.2k +75,175
10 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 122,930122.9k $4.4m $4.4m 0.01% Added +33.6k +33,576
11 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 109,850109.8k $4.0m $4.0m 0.01% Added +13.6k +13,641
12 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 108,552108.6k $3.9m $3.9m 0.01% Reduced -3.8k -3,760
13 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 107,859107.9k $3.9m $3.9m 0.00% Added +99.2k +99,208
14 AE Wealth Management LLC 0.02% of their portfolio TOPEKA, KS 61,42261.4k $2.2m $2.2m 0.02% Added +34.6k +34,643
15 Spire Wealth Management 0.08% of their portfolio MCLEAN, VA 60,49360.5k $2.2m $2.2m 0.08% Added +58.7k +58,742
16 Ignite Planners, LLC 0.49% of their portfolio SAN CLEMENTE, CA 54,79254.8k $2.0m $2.0m 0.49% Added +435 +435
17 HARBOUR INVESTMENTS, INC. 0.06% of their portfolio MADISON, WI 52,93752.9k $1.9m $1.9m 0.06% Added +789 +789
18 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 47,60847.6k $1.7m $1.7m 0.00% Reduced -185.1k -185,138
19 REAP Financial Group, LLC 0.42% of their portfolio AUSTIN, TX 43,06543.1k $1.6m $1.6m 0.42% Added +10.6k +10,641
20 1ST SOURCE BANK 0.09% of their portfolio SOUTH BEND, IN 42,36042.4k $1.5m $1.5m 0.09% Unchanged
21 WETZEL INVESTMENT ADVISORS, INC. 0.82% of their portfolio INDIANAPOLIS, IN 41,29941.3k $1.4m $1.4m 0.82% Added +114 +114
22 World Investment Advisors 0.09% of their portfolio LINCROFT, NJ 41,00041.0k $1.5m $1.5m 0.09% Unchanged
23 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 36,86836.9k $1.3m $1.3m 0.00% New
24 Integrity Financial Corp /WA 0.82% of their portfolio JACKSON, WY 36,43336.4k $1.3m $1.3m 0.82% Added +20.4k +20,417
25 Mutual Advisors, LLC 0.04% of their portfolio OMAHA, NE 35,51035.5k $1.3m $1.3m 0.04% Reduced -524 -524
26 FSB PREMIER WEALTH MANAGEMENT, INC. 0.52% of their portfolio WATERLOO, IA 31,69631.7k $1.1m $1.1m 0.52% Added +2.6k +2,609
27 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 26,93026.9k $969.5k $969.5k 0.01% Added +3.4k +3,355
28 Glen Eagle Advisors, LLC 0.17% of their portfolio KINGSTON, NJ 26,11526.1k $940.1k $940.1k 0.17% Unchanged
29 MGO ONE SEVEN LLC 0.04% of their portfolio Beachwood, OH 25,40525.4k $914.6k $914.6k 0.04% New
30 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 22,80222.8k $821.0k $821.0k 0.00% Added +16.4k +16,426
31 StoneX Group Inc. 0.06% of their portfolio NEW YORK, NY 20,50420.5k $738.1k $738.1k 0.06% New
32 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 20,26820.3k $729.6k $729.6k 0.00% Added +1.4k +1,390
33 OGOREK ANTHONY JOSEPH /NY/ /ADV 0.24% of their portfolio WILLIAMSVILLE, NY 19,33419.3k $696.0k $696.0k 0.24% Added +4.0k +4,026
34 IFP Advisors, Inc 0.03% of their portfolio TAMPA, FL 19,24019.2k $692.6k $692.6k 0.03% Added +912 +912
35 McKinley Carter Wealth Services, Inc. 0.04% of their portfolio WHEELING, WV 18,73018.7k $674.3k $674.3k 0.04% Unchanged
36 Advance Capital Management, Inc. 0.03% of their portfolio SOUTHFIELD, MI 17,25817.3k $621.3k $621.3k 0.03% Reduced -6.3k -6,268
37 Maltin Wealth Management, Inc. 0.33% of their portfolio RIDGEWOOD, NJ 16,92516.9k $609.3k $609.3k 0.33% Added +9.8k +9,779
38 United Advisor Group, LLC 0.19% of their portfolio CINCINNATI, OH 16,90416.9k $608.5k $608.5k 0.19% New
39 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 16,82316.8k $606.0k $606.0k 0.00% Added +30 +30
40 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 16,53716.5k $595.3k $595.3k 0.02% New
41 GTS SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 16,44116.4k $591.9k $591.9k 0.01% New
42 Signal Advisors Wealth, LLC 1.29% of their portfolio DETROIT, MI 16,35916.4k $588.9k $588.9k 1.29% Reduced -108.7k -108,693
43 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 16,21616.2k $583.8k $583.8k 0.00% Reduced -19.1k -19,093
44 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 15,64315.6k $563.1k $563.1k 0.00% Added +1.0k +1,000
45 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 15,01315.0k $540.5k $540.5k 0.02% Added +787 +787
46 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 14,33014.3k $515.9k $515.9k 0.00% New
47 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 14,26814.3k $513.6k $513.6k 0.00% Added +692 +692
48 Schulz Wealth, LTD. 0.41% of their portfolio MANSFIELD, TX 13,41713.4k $483.0k $483.0k 0.41% Unchanged
49 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 13,10813.1k $471.9k $471.9k 0.00% New
50 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 12,94812.9k $466.0k $466.0k 0.00% New
51 CreativeOne Wealth, LLC 0.02% of their portfolio OVERLAND PARK, KS 12,76312.8k $460.0k $460.0k 0.02% Reduced -140.6k -140,615
52 Acorn Wealth Advisors, LLC 0.22% of their portfolio Grand Blanc, MI 12,14812.1k $437.3k $437.3k 0.22% Unchanged
53 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 11,35111.4k $408.6k $408.6k 0.01% Unchanged
54 BEACON FINANCIAL GROUP 0.05% of their portfolio DALLAS, TX 11,00011.0k $396.0k $396.0k 0.05% New
55 Sunbelt Securities, Inc. 0.04% of their portfolio HOUSTON, TX 10,81910.8k $389.5k $389.5k 0.04% Added +2.9k +2,895
56 Mayfair Advisory Group, LLC 0.24% of their portfolio BIRMINGHAM, AL 9,5929.6k $350.4k $350.4k 0.24% Reduced -5.7k -5,692
57 COLUMBIA ADVISORY PARTNERS LLC 0.34% of their portfolio SPOKANE, WA 9,5739.6k $344.6k $344.6k 0.34% New
58 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 8,5158.5k $306.5k $306.5k 0.00% Unchanged
59 ACORN FINANCIAL ADVISORY SERVICES INC /ADV 0.06% of their portfolio Reston, VA 8,2398.2k $296.6k $296.6k 0.06% Reduced -17 -17
60 Mariner, LLC 0.00% of their portfolio Overland Park, KS 8,1308.1k $292.7k $292.7k 0.00% New
61 CASCADE INVESTMENT GROUP, INC. 0.22% of their portfolio Colorado Springs, CO 7,9828.0k $287.4k $287.4k 0.22% New
62 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 7,8207.8k $281.5k $281.5k 0.00% Reduced -798 -798
63 Orion Portfolio Solutions, LLC 0.00% of their portfolio Omaha, NE 7,8207.8k $281.5k $281.5k 0.00% Reduced -798 -798
64 ARBOR CAPITAL MANAGEMENT INC /ADV 0.25% of their portfolio ANCHORAGE, AK 7,7247.7k $278.3k $278.3k 0.25% Reduced -40 -40
65 Capital Investment Advisory Services, LLC 0.03% of their portfolio RALEIGH, NC 7,2597.3k $261.3k $261.3k 0.03% Reduced -600 -600
66 Camelot Portfolios, LLC 0.14% of their portfolio Maumee, OH 6,9637.0k $250.7k $250.7k 0.14% Added +287 +287
67 First Heartland Consultants, Inc. 0.02% of their portfolio LAKE ST. LOUIS, MO 6,5566.6k $236.0k $236.0k 0.02% New
68 Grant Street Asset Management, Inc. 0.07% of their portfolio CANONSBURG, PA 6,2556.3k $225.2k $225.2k 0.07% New
69 Focus Financial Network, Inc. 0.01% of their portfolio MINNEAPOLIS, MN 5,9355.9k $216.1k $216.1k 0.01% Unchanged
70 Clear Creek Financial Management, LLC 0.03% of their portfolio SILVERDALE, WA 5,8505.8k $210.6k $210.6k 0.03% New
71 Per Stirling Capital Management, LLC. 0.03% of their portfolio AUSTIN, TX 5,7465.7k $206.9k $206.9k 0.03% New
72 WOLVERINE TRADING, LLC 0.00% of their portfolio CHICAGO, IL 5,5635.6k $200.3k $200.3k 0.00% New
73 LANARK FINANCIAL, INC. 0.01% of their portfolio BIRMINGHAM, AL 4,0694.1k $146.0k $146.0k 0.01% Added +1.6k +1,579
74 Wagner Wealth Management, LLC 0.03% of their portfolio GREENVILLE, SC 2,5002.5k $90.0k $90.0k 0.03% Reduced -30 -30
75 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 1,7201.7k $61.9k $61.9k 0.00% New
76 FinTrust Capital Advisors, LLC 0.01% of their portfolio Greenville, SC 1,5601.6k $56.2k $56.2k 0.01% New
77 DHJJ Financial Advisors, Ltd. 0.02% of their portfolio NAPERVILLE, IL 1,5431.5k $55.5k $55.5k 0.02% Reduced -335 -335
78 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 1,0151.0k $36.5k $36.5k 0.00% Reduced -8 -8
79 Tanglewood Legacy Advisors, LLC 0.02% of their portfolio HOUSTON, TX 1,0101.0k $36.4k $36.4k 0.02% Unchanged
80 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 1,0001.0k $36.0k $36.0k 0.00% Unchanged
81 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 946946 $34.1k $34.1k 0.00% Reduced -80 -80
82 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 911911 $32.8k $32.8k 0.00% Added +185 +185
83 Creekmur Asset Management LLC 0.01% of their portfolio MORTON, IL 608608 $21.9k $21.9k 0.01% Unchanged
84 BENJAMIN F. EDWARDS & COMPANY, INC. 0.00% of their portfolio ST. LOUIS, MO 570570 $21.0k $21.0k 0.00% Unchanged
85 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 301301 $10.8k $10.8k 0.00% New
86 AlphaMark Advisors, LLC 0.00% of their portfolio FT. WRIGHT, KY 300300 $11.0k $11.0k 0.00% Unchanged
87 SOA Wealth Advisors, LLC. 0.00% of their portfolio NEW YORK, NY 288288 $10.4k $10.4k 0.00% Unchanged
88 UBS Group AG 0.00% of their portfolio ZURICH, V8 173173 $6.2k $6.2k 0.00% New
89 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 170170 $6.1k $6.1k 0.00% Reduced -78 -78
90 Great Lakes Retirement, Inc. 0.00% of their portfolio SANDUSKY, OH 2525 $888 $888 0.00% New
91 OLIVER LAGORE VANVALIN INVESTMENT GROUP 0.00% of their portfolio FLINT, MI 77 $252 $252 0.00% Unchanged