Vault-13

FIRST TR EXCHNG TRADED FD VI FJAN

FT VEST US EQT · ETP · CUSIP 33740F623

80 institutional holders +25 vs Q4 2022
4,297,0564.3m shares reported held*
$150.0mreported value*
28 new 33 added 13 reduced 1 sold out net bought ≈ $96.7m (+2.8m 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 ≈ $34.92.

Trends to Q1 2023

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 50Q4 22: 55Q1 23: 8080Q3 22Q4 22Q1 23
Numbers
QuarterHolders
Q3 202250
Q4 202255
Q1 202380

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 22: 17 bought or addedQ4 22: 24 cut or sold outQ4 22Q1 23: 61 bought or addedQ1 23: 14 cut or sold outQ1 23
Numbers
QuarterBought or addedCut or sold out
Q4 20221724
Q1 20236114

Biggest buyers

Brookstone Capital Management Added +719,261+719.3k
OSAIC HOLDINGS, INC. Added +687,618+687.6k
COMMONWEALTH EQUITY SERVICES, LLC Added +244,103+244.1k
MML INVESTORS SERVICES, LLC New +161,725+161.7k
ENVESTNET ASSET MANAGEMENT INC Added +161,422+161.4k
Anfield Capital Management, LLC New +91,558+91.6k
Gallagher Fiduciary Advisors, LLC New +90,335+90.3k
Raymond James Financial Services Advisors, Inc. Added +74,511+74.5k
Truadvice, LLC Added +71,596+71.6k
Kestra Advisory Services, LLC Added +51,056+51.1k

Biggest sellers

IFP Advisors, Inc Reduced -72,917-72.9k
Marshall Financial Group, LLC Reduced -17,390-17.4k
OLD MISSION CAPITAL LLC Reduced -14,509-14.5k
SMART Wealth LLC Reduced -13,928-13.9k
OneDigital Investment Advisors LLC Reduced -7,897-7.9k
Ameritas Advisory Services, LLC Reduced -4,242-4.2k
HBK Sorce Advisory LLC Reduced -3,794-3.8k
MONEY CONCEPTS CAPITAL CORP Sold out -1,485-1.5k
Sage Capital Advisors,llc Reduced -1,370-1.4k
Archer Investment Corp Reduced -1,295-1.3k

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 +1.8 pts · filed 2026-10-22 63.8% +1.8 pts 16.6m≈ $914.3m 2026-10-22

Holders, Q1 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OSAIC HOLDINGS, INC. 0.05% of their portfolio SCOTTSDALE, AZ 765,793765.8k $26.7m $26.7m 0.05% Added +687.6k +687,618
2 Brookstone Capital Management 0.50% of their portfolio WHEATON, IL 727,014727.0k $25.6m $25.6m 0.50% Added +719.3k +719,261
3 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 455,075455.1k $15.9m $15.9m 0.03% Added +244.1k +244,103
4 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 182,607182.6k $6.4m $6.4m 0.00% Added +161.4k +161,422
5 AE Wealth Management LLC 0.04% of their portfolio TOPEKA, KS 163,208163.2k $5.7m $5.7m 0.04% Added +24.6k +24,643
6 MML INVESTORS SERVICES, LLC 0.04% of their portfolio SPRINGFIELD, MA 161,725161.7k $5.6m $5.6m 0.04% New
7 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 141,905141.9k $4.9m $4.9m 0.02% Added +4.9k +4,868
8 SMART Wealth LLC 3.03% of their portfolio Omaha, NE 98,52398.5k $3.4m $3.4m 3.03% Reduced -13.9k -13,928
9 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 92,51392.5k $3.2m $3.2m 0.01% Added +74.5k +74,511
10 Anfield Capital Management, LLC 1.48% of their portfolio IRVINE, CA 91,55891.6k $3.2m $3.2m 1.48% New
11 Gallagher Fiduciary Advisors, LLC 0.26% of their portfolio ROLLING MEADOWS, IL 90,33590.3k $3.2m $3.2m 0.26% New
12 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 88,94788.9k $3.1m $3.1m 0.03% Added +51.1k +51,056
13 Truadvice, LLC 1.14% of their portfolio SARASOTA, FL 81,59681.6k $2.9m $2.9m 1.14% Added +71.6k +71,596
14 Cetera Advisors LLC 0.04% of their portfolio DENVER, CO 71,83771.8k $2.5m $2.5m 0.04% Added +6.2k +6,176
15 Cetera Advisor Networks LLC 0.01% of their portfolio EL SEGUNDO, CA 58,15058.1k $2.0m $2.0m 0.01% Added +26.3k +26,332
16 Integrity Financial Corp /WA 1.50% of their portfolio JACKSON, WY 52,32152.3k $1.8m $1.8m 1.50% Added +19.4k +19,428
17 CreativeOne Wealth, LLC 0.09% of their portfolio OVERLAND PARK, KS 51,06051.1k $1.8m $1.8m 0.09% Added +9.1k +9,054
18 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 50,72450.7k $1.8m $1.8m 0.02% Added +35.9k +35,850
19 OneDigital Investment Advisors LLC 0.04% of their portfolio OVERLAND PARK, KS 47,88147.9k $1.7m $1.7m 0.04% Reduced -7.9k -7,897
20 HARBOUR INVESTMENTS, INC. 0.09% of their portfolio MADISON, WI 45,00445.0k $1.6m $1.6m 0.09% Added +30.4k +30,408
21 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 42,93442.9k $1.5m $1.5m 0.00% Added +40.0k +40,049
22 Keystone Wealth Services, LLC 0.60% of their portfolio PALM DESERT, CA 42,08342.1k $1.5m $1.5m 0.60% Added +29.0k +28,976
23 Main Street Financial Solutions, LLC 0.21% of their portfolio NEWTOWN, PA 41,08041.1k $1.4m $1.4m 0.21% Added +200 +200
24 OLD MISSION CAPITAL LLC 0.04% of their portfolio CHICAGO, IL 37,07537.1k $1.3m $1.3m 0.04% Reduced -14.5k -14,509
25 Marshall Financial Group, LLC 0.40% of their portfolio Hunt Valley, MD 31,70031.7k $1.1m $1.1m 0.40% Reduced -17.4k -17,390
26 Atria Wealth Solutions, Inc. 0.02% of their portfolio NEW YORK, NY 30,33430.3k $1.1m $1.1m 0.02% New
27 BAKER TILLY WEALTH MANAGEMENT, LLC 0.11% of their portfolio MADISON, WI 27,80527.8k $969.7k $969.7k 0.11% New
28 Fragasso Financial Advisors Inc 0.11% of their portfolio SEWICKLEY, PA 26,69926.7k $931.1k $931.1k 0.11% Added +16.8k +16,820
29 Sunbelt Securities, Inc. 0.14% of their portfolio HOUSTON, TX 25,69025.7k $887.6k $887.6k 0.14% Added +19.2k +19,221
30 Archer Investment Corp 0.30% of their portfolio Carmel, IN 23,11323.1k $806.1k $806.1k 0.30% Reduced -1.3k -1,295
31 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 22,52922.5k $786.0k $786.0k 0.00% Added +2.3k +2,313
32 StoneX Group Inc. 0.08% of their portfolio NEW YORK, NY 21,53921.5k $751.2k $751.2k 0.08% New
33 1776 Wealth LLC 0.40% of their portfolio ATLANTA, GA 19,24019.2k $671.0k $671.0k 0.40% New
34 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 18,62018.6k $649.4k $649.4k 0.01% Reduced -95 -95
35 FSB PREMIER WEALTH MANAGEMENT, INC. 0.36% of their portfolio WATERLOO, IA 18,33118.3k $639.3k $639.3k 0.36% Added +219 +219
36 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 18,01218.0k $545.4k $545.4k 0.02% Reduced -72.9k -72,917
37 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 16,61316.6k $579.4k $579.4k 0.00% New
38 KESTRA PRIVATE WEALTH SERVICES, LLC 0.02% of their portfolio AUSTIN, TX 16,45516.5k $573.9k $573.9k 0.02% New
39 THOROUGHBRED FINANCIAL SERVICES, LLC 0.08% of their portfolio BRENTWOOD, TN 14,92514.9k $520.0k $520.0k 0.08% New
40 CENTAURUS FINANCIAL, INC. 0.04% of their portfolio ANAHEIM, CA 13,40713.4k $468.0k $468.0k 0.04% Added +2.8k +2,780
41 BCGM Wealth Management, LLC 0.23% of their portfolio LAFAYETTE, IN 13,00013.0k $453.4k $453.4k 0.23% New
42 LINCOLN NATIONAL CORP 0.01% of their portfolio RADNOR, PA 12,90012.9k $449.9k $449.9k 0.01% Added +6.0k +6,000
43 SCOTIA CAPITAL INC. 0.00% of their portfolio TORONTO, A6 12,40012.4k $432.4k $432.4k 0.00% Unchanged
44 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 12,35812.4k $431.0k $431.0k 0.00% New
45 HBK Sorce Advisory LLC 0.02% of their portfolio ERIE, PA 12,34412.3k $430.5k $430.5k 0.02% Reduced -3.8k -3,794
46 CWM, LLC 0.00% of their portfolio OMAHA, NE 11,69111.7k $408.0k $408.0k 0.00% New
47 ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 0.21% of their portfolio New Cumberland, PA 11,36111.4k $396.2k $396.2k 0.21% New
48 Cedar Brook Financial Partners, LLC 0.10% of their portfolio CLEVELAND, OH 11,32711.3k $395.0k $395.0k 0.10% Unchanged
49 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 11,12511.1k $388.7k $388.7k 0.02% Reduced -4.2k -4,242
50 Summit Financial Wealth Advisors, LLC 0.09% of their portfolio Lafayette, LA 10,94510.9k $381.7k $381.7k 0.09% New
51 DHJJ Financial Advisors, Ltd. 0.18% of their portfolio NAPERVILLE, IL 9,6529.7k $336.6k $336.6k 0.18% Added +445 +445
52 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.03% of their portfolio BIRMINGHAM, AL 9,5479.5k $333.0k $333.0k 0.03% Added +4.0k +3,954
53 Strategic Blueprint, LLC 0.03% of their portfolio ATLANTA, GA 9,4349.4k $329.0k $329.0k 0.03% Added +897 +897
54 Capital Asset Advisory Services LLC 0.02% of their portfolio Williamston, MI 9,2499.2k $322.6k $322.6k 0.02% Reduced -490 -490
55 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 9,2329.2k $322.0k $322.0k 0.00% New
56 Luken Investment Analytics, LLC 0.18% of their portfolio BRENTWOOD, TN 8,8008.8k $306.9k $306.9k 0.18% Unchanged
57 Key Client Fiduciary Advisors, LLC 0.19% of their portfolio Fairfield, NJ 8,7938.8k $306.7k $306.7k 0.19% New
58 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.09% of their portfolio BLUE BELL, PA 8,6408.6k $301.3k $301.3k 0.09% Added +6.6k +6,564
59 BEACON FINANCIAL GROUP 0.04% of their portfolio DALLAS, TX 8,1718.2k $286.0k $286.0k 0.04% Unchanged
60 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 7,7087.7k $268.8k $268.8k 0.00% Reduced -203 -203
61 Trek Financial, LLC 0.02% of their portfolio Scottsdale, AZ 7,3257.3k $255.5k $255.5k 0.02% New
62 Pitti Group Wealth Management, LLC 0.28% of their portfolio VICTOR, NY 7,3017.3k $254.6k $254.6k 0.28% New
63 Sage Capital Advisors,llc 0.09% of their portfolio SIOUX FALLS, SD 6,9236.9k $241.4k $241.4k 0.09% Reduced -1.4k -1,370
64 1ST SOURCE BANK 0.01% of their portfolio SOUTH BEND, IN 5,8505.8k $204.0k $204.0k 0.01% New
65 Quantum Private Wealth, LLC 0.11% of their portfolio TAMPA, FL 5,8005.8k $202.3k $202.3k 0.11% New
66 Mariner, LLC 0.00% of their portfolio Overland Park, KS 5,7635.8k $201.0k $201.0k 0.00% New
67 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 3,6803.7k $128.3k $128.3k 0.00% New
68 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 2,9002.9k $101.0k $101.0k 0.00% Unchanged
69 Avior Wealth Management, LLC 0.01% of their portfolio OMAHA, NE 2,8822.9k $100.5k $100.5k 0.01% New
70 Larson Financial Group LLC 0.01% of their portfolio ST LOUIS, MO 2,4762.5k $86.4k $86.4k 0.01% Added +2.2k +2,183
71 Capital Investment Advisory Services, LLC 0.01% of their portfolio RALEIGH, NC 1,8981.9k $66.2k $66.2k 0.01% Unchanged
72 Tanglewood Legacy Advisors, LLC 0.04% of their portfolio HOUSTON, TX 1,8941.9k $66.1k $66.1k 0.04% Added +1.2k +1,200
73 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 1,7751.8k $61.9k $61.9k 0.00% New
74 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 1,7001.7k $59.3k $59.3k 0.00% Added +250 +250
75 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,6131.6k $56.3k $56.3k 0.00% Added +504 +504
76 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 1,0001.0k $34.9k $34.9k 0.00% Reduced -100 -100
77 SOA Wealth Advisors, LLC. 0.01% of their portfolio NEW YORK, NY 724724 $25.2k $25.2k 0.01% Added +200 +200
78 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 500500 $17.4k $17.4k 0.00% New
79 Tradition Wealth Management, LLC 0.00% of their portfolio EDINA, MN 320320 $11.0k $11.0k 0.00% New
80 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 9595 $3.3k $3.3k 0.00% New