Vault-13

FIRST TR EXCHNG TRADED FD VI DMAR

FT VEST US EQT · ETP · CUSIP 33740F615

99 institutional holders +9 vs Q1 2025
2,715,1272.7m shares reported held*
$107.4mreported value*
16 new 25 added 29 reduced 5 sold out net bought ≈ $12.7m (+321.7k 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 ($240.2k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $39.57.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 46Q4 22: 59Q1 23: 70Q2 23: 59Q3 23: 60Q4 23: 61Q1 24: 69Q2 24: 91Q3 24: 89Q4 24: 92Q1 25: 90Q2 25: 9999Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202246
Q4 202259
Q1 202370
Q2 202359
Q3 202360
Q4 202361
Q1 202469
Q2 202491
Q3 202489
Q4 202492
Q1 202590
Q2 202599

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 24Q3 24: 21 bought or addedQ3 24: 53 cut or sold outQ4 24: 13 bought or addedQ4 24: 50 cut or sold outQ4 24Q1 25: 37 bought or addedQ1 25: 40 cut or sold outQ2 25: 41 bought or addedQ2 25: 34 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20231533
Q4 20231934
Q1 20244923
Q2 20245522
Q3 20242153
Q4 20241350
Q1 20253740
Q2 20254134

Biggest buyers

Wood Tarver Financial Group, LLC Added +157,432+157.4k
Spectrum Asset Management, Inc. (NB/CA) Added +102,061+102.1k
JPMORGAN CHASE & CO Added +45,360+45.4k
Legacy Capital Wealth Partners, LLC New +41,980+42.0k
OSAIC HOLDINGS, INC. Added +28,258+28.3k
Clear Creek Financial Management, LLC New +24,570+24.6k
PRECEDENT WEALTH PARTNERS, LLC New +24,379+24.4k
CITADEL ADVISORS LLC New +24,192+24.2k
OLD MISSION CAPITAL LLC New +20,277+20.3k
Schwallier Wealth Management LLC New +20,060+20.1k

Biggest sellers

ENVESTNET ASSET MANAGEMENT INC Reduced -84,323-84.3k
Cetera Investment Advisers Reduced -74,643-74.6k
Foguth Wealth Management, LLC. Reduced -32,144-32.1k
Spire Wealth Management Reduced -31,852-31.9k
RAYMOND JAMES FINANCIAL INC Reduced -27,058-27.1k
CreativeOne Wealth, LLC Sold out -21,515-21.5k
Signal Advisors Wealth, LLC Reduced -18,837-18.8k
OGOREK ANTHONY JOSEPH /NY/ /ADV Reduced -7,976-8.0k
StoneX Group Inc. Reduced -6,569-6.6k
Atria Investments, Inc Sold out -6,288-6.3k

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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Spectrum Asset Management, Inc. (NB/CA) 4.15% of their portfolio NEWPORT BEACH, CA 241,169241.2k $9.5m $9.5m 4.15% Added +102.1k +102,061
2 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 218,660218.7k $8.7m $8.7m 0.04% Reduced -1.9k -1,868
3 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 214,089214.1k $8.5m $8.5m 0.01% Reduced -908 -908
4 Wood Tarver Financial Group, LLC 2.21% of their portfolio BOISE, ID 185,896185.9k $7.4m $7.4m 2.21% Added +157.4k +157,432
5 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 103,037103.0k $4.1m $4.1m 0.01% Added +28.3k +28,258
6 HICKORY ASSET MANAGEMENT, INC. 3.09% of their portfolio Concord, OH 94,42094.4k $3.7m $3.7m 3.09% Unchanged
7 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 92,28292.3k $3.7m $3.7m 0.00% Reduced -84.3k -84,323
8 CWM, LLC 0.01% of their portfolio OMAHA, NE 83,59983.6k $3.3m $3.3m 0.01% Added +11.9k +11,940
9 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 83,52883.5k $3.3m $3.3m 0.01% Reduced -74.6k -74,643
10 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 80,78580.8k $3.2m $3.2m 0.00% Reduced -27.1k -27,058
11 Signal Advisors Wealth, LLC 0.16% of their portfolio DETROIT, MI 50,93150.9k $2.0m $2.0m 0.16% Reduced -18.8k -18,837
12 Foguth Wealth Management, LLC. 0.41% of their portfolio BRIGHTON, MI 48,76248.8k $1.9m $1.9m 0.41% Reduced -32.1k -32,144
13 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 45,90145.9k $1.8m $1.8m 0.00% Added +45.4k +45,360
14 Ignite Planners, LLC 0.30% of their portfolio SAN CLEMENTE, CA 43,40343.4k $1.7m $1.7m 0.30% Reduced -560 -560
15 Legacy Capital Wealth Partners, LLC 0.38% of their portfolio LITTLE ROCK, AR 41,98042.0k $1.7m $1.7m 0.38% New
16 FOUNDERS FINANCIAL SECURITIES LLC 0.12% of their portfolio TOWSON, MD 41,47541.5k $1.6m $1.6m 0.12% Added +3.2k +3,219
17 HARBOUR INVESTMENTS, INC. 0.04% of their portfolio MADISON, WI 40,60240.6k $1.6m $1.6m 0.04% Added +2.3k +2,278
18 UPTICK PARTNERS, LLC 0.43% of their portfolio NACOGDOCHES, TX 38,12638.1k $1.5m $1.5m 0.43% Added +19.9k +19,932
19 Integrity Financial Corp /WA 0.75% of their portfolio JACKSON, WY 37,29937.3k $1.5m $1.5m 0.75% Added +3.5k +3,463
20 WETZEL INVESTMENT ADVISORS, INC. 0.65% of their portfolio INDIANAPOLIS, IN 36,15236.2k $1.4m $1.4m 0.65% Reduced -2.6k -2,587
21 Mutual Advisors, LLC 0.04% of their portfolio OMAHA, NE 36,11236.1k $1.4m $1.4m 0.04% Reduced -400 -400
22 Bison Wealth, LLC 0.11% of their portfolio ATLANTA, GA 34,44234.4k $1.4m $1.4m 0.11% Added +672 +672
23 REAP Financial Group, LLC 0.31% of their portfolio AUSTIN, TX 33,39533.4k $1.3m $1.3m 0.31% Added +679 +679
24 StoneX Group Inc. 0.06% of their portfolio NEW YORK, NY 30,72630.7k $1.2m $1.2m 0.06% Reduced -6.6k -6,569
25 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 28,20128.2k $1.1m $1.1m 0.00% Added +7.0k +6,999
26 Glen Eagle Advisors, LLC 0.16% of their portfolio KINGSTON, NJ 26,11526.1k $1.0m $1.0m 0.16% Unchanged
27 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 26,00026.0k $1.0m $1.0m 0.00% Reduced -1.3k -1,262
28 Clear Creek Financial Management, LLC 0.09% of their portfolio SILVERDALE, WA 24,57024.6k $972.2k $972.2k 0.09% New
29 PRECEDENT WEALTH PARTNERS, LLC 0.24% of their portfolio HOUSTON, TX 24,37924.4k $964.7k $964.7k 0.24% New
30 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 24,19224.2k $957.3k $957.3k 0.00% New
31 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 23,56623.6k $933.0k $933.0k 0.00% Added +17.1k +17,104
32 SAGESPRING WEALTH PARTNERS, LLC 0.02% of their portfolio FRANKLIN, TN 23,31223.3k $922.5k $922.5k 0.02% Unchanged
33 Maltin Wealth Management, Inc. 0.38% of their portfolio RIDGEWOOD, NJ 21,13221.1k $836.2k $836.2k 0.38% Added +11.7k +11,730
34 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 20,27720.3k $802.4k $802.4k 0.02% New
35 Schwallier Wealth Management LLC 0.49% of their portfolio GRAND RAPIDS, MI 20,06020.1k $793.8k $793.8k 0.49% New
36 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 19,42019.4k $768.0k $768.0k 0.00% Added +9.2k +9,205
37 McKinley Carter Wealth Services, Inc. 0.04% of their portfolio WHEELING, WV 18,73018.7k $741.1k $741.1k 0.04% Unchanged
38 FSB PREMIER WEALTH MANAGEMENT, INC. 0.26% of their portfolio WATERLOO, IA 18,63418.6k $737.3k $737.3k 0.26% Reduced -1.6k -1,573
39 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 18,33118.3k $725.4k $725.4k 0.02% Unchanged
40 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 16,50116.5k $652.9k $652.9k 0.01% Added +2.6k +2,644
41 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 15,16515.2k $600.1k $600.1k 0.00% Added +1.3k +1,324
42 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 15,00115.0k $593.6k $593.6k 0.00% Added +529 +529
43 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 14,06514.1k $556.5k $556.5k 0.01% Reduced -564 -564
44 Buck Wealth Strategies, LLC 0.08% of their portfolio DENVER, CO 13,69113.7k $541.8k $541.8k 0.08% Added +5.0k +5,025
45 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 13,66513.7k $540.7k $540.7k 0.01% New
46 Schulz Wealth, LTD. 0.40% of their portfolio MANSFIELD, TX 13,41713.4k $530.9k $530.9k 0.40% Unchanged
47 Tradition Wealth Management, LLC 0.04% of their portfolio EDINA, MN 13,33413.3k $527.6k $527.6k 0.04% New
48 Acorn Wealth Advisors, LLC 0.18% of their portfolio Grand Blanc, MI 12,14812.1k $480.7k $480.7k 0.18% Unchanged
49 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 11,21911.2k $443.9k $443.9k 0.02% Reduced -3.7k -3,714
50 Grantvest Financial Group LLC 0.32% of their portfolio MATAWAN, NJ 10,96311.0k $433.8k $433.8k 0.32% Reduced -1.9k -1,859
51 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 10,95711.0k $433.6k $433.6k 0.00% New
52 OGOREK ANTHONY JOSEPH /NY/ /ADV 0.13% of their portfolio WILLIAMSVILLE, NY 10,73610.7k $424.0k $424.0k 0.13% Reduced -8.0k -7,976
53 Sunbelt Securities, Inc. 0.04% of their portfolio HOUSTON, TX 10,66910.7k $407.2k $407.2k 0.04% Added +375 +375
54 LifeWealth Investments, LLC 0.07% of their portfolio WINTER GARDEN, FL 10,48210.5k $414.8k $414.8k 0.07% New
55 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 10,24010.2k $405.2k $405.2k 0.01% Unchanged
56 JIM SAULNIER & ASSOCIATES, LLC 0.27% of their portfolio FORT COLLINS, CO 10,01810.0k $396.4k $396.4k 0.27% Unchanged
57 BEACON FINANCIAL GROUP 0.04% of their portfolio DALLAS, TX 10,00010.0k $395.7k $395.7k 0.04% Unchanged
58 COLUMBIA ADVISORY PARTNERS LLC 0.29% of their portfolio SPOKANE, WA 9,7329.7k $385.1k $385.1k 0.29% Reduced -16 -16
59 Brookstone Capital Management 0.00% of their portfolio WHEATON, IL 9,5019.5k $376.0k $376.0k 0.00% New
60 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 9,2209.2k $365.0k $365.0k 0.00% Added +205 +205
61 Focus Financial Network, Inc. 0.01% of their portfolio MINNEAPOLIS, MN 8,6188.6k $341.0k $341.0k 0.01% Unchanged
62 Stratos Wealth Partners, LTD. 0.00% of their portfolio BEACHWOOD, OH 8,3868.4k $331.8k $331.8k 0.00% Reduced -2.6k -2,648
63 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 8,2638.3k $327.0k $327.0k 0.00% Reduced -461 -461
64 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 8,2078.2k $324.8k $324.8k 0.00% Added +2.6k +2,583
65 1ST SOURCE BANK 0.02% of their portfolio SOUTH BEND, IN 8,1048.1k $320.7k $320.7k 0.02% Unchanged
66 CENTAURUS FINANCIAL, INC. 0.02% of their portfolio ANAHEIM, CA 7,9788.0k $316.0k $316.0k 0.02% Unchanged
67 Echo Wealth Management, LLC 0.19% of their portfolio PLYMOUTH, MN 7,9658.0k $315.2k $315.2k 0.19% Added +1.6k +1,570
68 Kovack Advisors, Inc. 0.03% of their portfolio FT. LAUDERDALE, FL 7,9608.0k $315.0k $315.0k 0.03% Unchanged
69 Mariner, LLC 0.00% of their portfolio Overland Park, KS 6,9006.9k $273.0k $273.0k 0.00% Added +475 +475
70 ARBOR CAPITAL MANAGEMENT INC /ADV 0.23% of their portfolio ANCHORAGE, AK 6,5696.6k $261.6k $261.6k 0.23% Reduced -823 -823
71 BostonPremier Wealth LLC 0.14% of their portfolio HANOVER, MA 6,4786.5k $256.3k $256.3k 0.14% Unchanged
72 Per Stirling Capital Management, LLC. 0.03% of their portfolio AUSTIN, TX 6,3386.3k $250.8k $250.8k 0.03% Reduced -2 -2
73 Spire Wealth Management 0.01% of their portfolio MCLEAN, VA 6,3156.3k $249.9k $249.9k 0.01% Reduced -31.9k -31,852
74 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 6,3056.3k $249.5k $249.5k 0.00% Reduced -255 -255
75 Grant Street Asset Management, Inc. 0.06% of their portfolio CANONSBURG, PA 6,2556.3k $247.5k $247.5k 0.06% Unchanged
76 Prosperity Consulting Group, LLC 0.02% of their portfolio OWINGS MILLS, MD 6,2496.2k $247.3k $247.3k 0.02% Unchanged
77 First Heartland Consultants, Inc. 0.02% of their portfolio LAKE ST. LOUIS, MO 6,1136.1k $241.9k $241.9k 0.02% Unchanged
78 Advyzon Investment Management, LLC 0.05% of their portfolio LISLE, IL 6,0706.1k $240.2k $240.2k 0.05% New
79 SPINNAKER TRUST 0.01% of their portfolio PORTLAND, ME 5,6895.7k $225.1k $225.1k 0.01% Unchanged
80 1776 Wealth LLC 0.09% of their portfolio ATLANTA, GA 5,2775.3k $208.8k $208.8k 0.09% New
81 AlphaStar Capital Management, LLC 0.01% of their portfolio CORNELIUS, NC 5,2455.2k $207.5k $207.5k 0.01% New
82 CASCADE INVESTMENT GROUP, INC. 0.14% of their portfolio Colorado Springs, CO 5,1795.2k $204.9k $204.9k 0.14% Reduced -500 -500
83 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 5,0895.1k $201.4k $201.4k 0.00% New
84 Capital Investment Advisory Services, LLC 0.01% of their portfolio RALEIGH, NC 4,4574.5k $176.4k $176.4k 0.01% Unchanged
85 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 4,0054.0k $158.5k $158.5k 0.00% New
86 Wagner Wealth Management, LLC 0.02% of their portfolio GREENVILLE, SC 2,3602.4k $93.4k $93.4k 0.02% Reduced -90 -90
87 EVOLUTION WEALTH MANAGEMENT INC. 0.11% of their portfolio FORT MYERS, FL 2,2002.2k $87.1k $87.1k 0.11% First filing
88 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 1,6421.6k $65.0k $65.0k 0.00% Reduced -3.1k -3,110
89 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 1,3271.3k $52.5k $52.5k 0.00% Reduced -2.7k -2,726
90 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 1,3241.3k $52.4k $52.4k 0.00% Added +127 +127
91 Tanglewood Legacy Advisors, LLC 0.02% of their portfolio HOUSTON, TX 1,0101.0k $40.0k $40.0k 0.02% Unchanged
92 DHJJ Financial Advisors, Ltd. 0.01% of their portfolio NAPERVILLE, IL 873873 $34.5k $34.5k 0.01% Unchanged
93 Creekmur Asset Management LLC 0.00% of their portfolio MORTON, IL 608608 $24.1k $24.1k 0.00% Unchanged
94 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 596596 $23.0k $23.0k 0.00% Reduced -537 -537
95 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 457457 $18.1k $18.1k 0.00% Unchanged
96 SOA Wealth Advisors, LLC. 0.00% of their portfolio NEW YORK, NY 288288 $11.4k $11.4k 0.00% Unchanged
97 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 7070 $2.8k $2.8k 0.00% Unchanged
98 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 1414 $554 $554 0.00% Unchanged
99 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged