Vault-13

FIRST TR EXCHNG TRADED FD VI FJAN

FT VEST US EQT · ETP · CUSIP 33740F623

78 institutional holders -2 vs Q1 2023
4,090,3344.1m shares reported held*
$151.8mreported value*
7 new 11 added 35 reduced 10 sold out net sold ≈ $8.7m (-232.0k 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 ≈ $37.11.

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 50Q4 22: 55Q1 23: 80Q2 23: 7878Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 202250
Q4 202255
Q1 202380
Q2 202378

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 23Q2 23: 18 bought or addedQ2 23: 45 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 20221724
Q1 20236114
Q2 20231845

Biggest buyers

LPL Financial LLC New +76,218+76.2k
GDS Wealth Management New +74,774+74.8k
Truadvice, LLC Added +29,613+29.6k
IFP Advisors, Inc Added +17,518+17.5k
ROYAL BANK OF CANADA Added +13,485+13.5k
CITADEL ADVISORS LLC Added +12,748+12.7k
Naviter Wealth, LLC New +7,427+7.4k
McKinley Carter Wealth Services, Inc. New +5,470+5.5k
Gallagher Fiduciary Advisors, LLC Added +4,530+4.5k
Key Client Fiduciary Advisors, LLC Added +3,053+3.1k

Biggest sellers

OSAIC HOLDINGS, INC. Reduced -63,197-63.2k
AE Wealth Management LLC Reduced -54,181-54.2k
CreativeOne Wealth, LLC Reduced -44,975-45.0k
SMART Wealth LLC Reduced -38,085-38.1k
OLD MISSION CAPITAL LLC Sold out -37,075-37.1k
Raymond James Financial Services Advisors, Inc. Reduced -27,310-27.3k
ENVESTNET ASSET MANAGEMENT INC Reduced -22,575-22.6k
Cetera Investment Advisers Reduced -22,249-22.2k
Brookstone Capital Management Reduced -13,648-13.6k
StoneX Group Inc. Reduced -13,508-13.5k

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, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Brookstone Capital Management 0.53% of their portfolio WHEATON, IL 713,366713.4k $26.3m $26.3m 0.53% Reduced -13.6k -13,648
2 OSAIC HOLDINGS, INC. 0.05% of their portfolio SCOTTSDALE, AZ 702,596702.6k $26.1m $26.1m 0.05% Reduced -63.2k -63,197
3 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 447,230447.2k $16.6m $16.6m 0.03% Reduced -7.8k -7,845
4 MML INVESTORS SERVICES, LLC 0.03% of their portfolio SPRINGFIELD, MA 164,014164.0k $6.1m $6.1m 0.03% Added +2.3k +2,289
5 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 160,032160.0k $6.0m $6.0m 0.00% Reduced -22.6k -22,575
6 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 142,508142.5k $5.3m $5.3m 0.02% Added +603 +603
7 Truadvice, LLC 1.53% of their portfolio SARASOTA, FL 111,209111.2k $4.2m $4.2m 1.53% Added +29.6k +29,613
8 AE Wealth Management LLC 0.02% of their portfolio TOPEKA, KS 109,027109.0k $4.1m $4.1m 0.02% Reduced -54.2k -54,181
9 Gallagher Fiduciary Advisors, LLC 0.27% of their portfolio ROLLING MEADOWS, IL 94,86594.9k $3.5m $3.5m 0.27% Added +4.5k +4,530
10 Anfield Capital Management, LLC 1.49% of their portfolio IRVINE, CA 91,55891.6k $3.4m $3.4m 1.49% Unchanged
11 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 84,99585.0k $3.2m $3.2m 0.03% Reduced -4.0k -3,952
12 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 76,21876.2k $2.8m $2.8m 0.00% New
13 GDS Wealth Management 0.45% of their portfolio FLOWER MOUND, TX 74,77474.8k $2.8m $2.8m 0.45% New
14 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 65,20365.2k $2.4m $2.4m 0.00% Reduced -27.3k -27,310
15 SMART Wealth LLC 1.70% of their portfolio Omaha, NE 60,43860.4k $2.2m $2.2m 1.70% Reduced -38.1k -38,085
16 Cetera Advisors LLC 0.03% of their portfolio DENVER, CO 58,52558.5k $2.2m $2.2m 0.03% Reduced -13.3k -13,312
17 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 56,41956.4k $2.1m $2.1m 0.00% Added +13.5k +13,485
18 Cetera Advisor Networks LLC 0.01% of their portfolio EL SEGUNDO, CA 53,39353.4k $2.0m $2.0m 0.01% Reduced -4.8k -4,757
19 OneDigital Investment Advisors LLC 0.04% of their portfolio OVERLAND PARK, KS 47,70347.7k $1.8m $1.8m 0.04% Reduced -178 -178
20 Integrity Financial Corp /WA 1.30% of their portfolio JACKSON, WY 46,43646.4k $1.7m $1.7m 1.30% Reduced -5.9k -5,885
21 Keystone Wealth Services, LLC 0.58% of their portfolio PALM DESERT, CA 42,08342.1k $1.6m $1.6m 0.58% Unchanged
22 Main Street Financial Solutions, LLC 0.21% of their portfolio NEWTOWN, PA 41,08041.1k $1.5m $1.5m 0.21% Unchanged
23 IFP Advisors, Inc 0.03% of their portfolio TAMPA, FL 35,53035.5k $1.2m $1.2m 0.03% Added +17.5k +17,518
24 HARBOUR INVESTMENTS, INC. 0.06% of their portfolio MADISON, WI 32,51332.5k $1.2m $1.2m 0.06% Reduced -12.5k -12,491
25 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 29,49729.5k $1.1m $1.1m 0.01% Reduced -837 -837
26 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 28,47528.5k $1.1m $1.1m 0.01% Reduced -22.2k -22,249
27 BAKER TILLY WEALTH MANAGEMENT, LLC 0.11% of their portfolio MADISON, WI 27,80527.8k $1.0m $1.0m 0.11% Unchanged
28 Marshall Financial Group, LLC 0.35% of their portfolio Hunt Valley, MD 27,80027.8k $1.0m $1.0m 0.35% Reduced -3.9k -3,900
29 Fragasso Financial Advisors Inc 0.11% of their portfolio SEWICKLEY, PA 26,69926.7k $992.9k $992.9k 0.11% Unchanged
30 Sunbelt Securities, Inc. 0.14% of their portfolio HOUSTON, TX 25,69025.7k $955.4k $955.4k 0.14% Unchanged
31 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 25,30725.3k $941.2k $941.2k 0.00% First filing
32 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 21,98022.0k $817.4k $817.4k 0.00% Added +12.7k +12,748
33 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 20,98121.0k $780.0k $780.0k 0.00% Reduced -1.5k -1,548
34 1776 Wealth LLC 0.38% of their portfolio ATLANTA, GA 19,24019.2k $715.5k $715.5k 0.38% Unchanged
35 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 18,32318.3k $681.4k $681.4k 0.01% Reduced -297 -297
36 FSB PREMIER WEALTH MANAGEMENT, INC. 0.36% of their portfolio WATERLOO, IA 17,89317.9k $665.4k $665.4k 0.36% Reduced -438 -438
37 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 16,46816.5k $612.4k $612.4k 0.00% Reduced -145 -145
38 THOROUGHBRED FINANCIAL SERVICES, LLC 0.07% of their portfolio BRENTWOOD, TN 14,92514.9k $555.0k $555.0k 0.07% Unchanged
39 KESTRA PRIVATE WEALTH SERVICES, LLC 0.02% of their portfolio AUSTIN, TX 14,11514.1k $524.9k $524.9k 0.02% Reduced -2.3k -2,340
40 BCGM Wealth Management, LLC 0.22% of their portfolio LAFAYETTE, IN 13,20413.2k $491.1k $491.1k 0.22% Added +204 +204
41 SCOTIA CAPITAL INC. 0.00% of their portfolio TORONTO, A6 12,40012.4k $461.2k $461.2k 0.00% Unchanged
42 CENTAURUS FINANCIAL, INC. 0.04% of their portfolio ANAHEIM, CA 12,13812.1k $451.0k $451.0k 0.04% Reduced -1.3k -1,269
43 Key Client Fiduciary Advisors, LLC 0.26% of their portfolio Fairfield, NJ 11,84611.8k $440.6k $440.6k 0.26% Added +3.1k +3,053
44 CWM, LLC 0.00% of their portfolio OMAHA, NE 11,69111.7k $435.0k $435.0k 0.00% Unchanged
45 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 11,49111.5k $427.4k $427.4k 0.00% Reduced -867 -867
46 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.11% of their portfolio BLUE BELL, PA 11,45111.5k $425.9k $425.9k 0.11% Added +2.8k +2,811
47 Cedar Brook Financial Partners, LLC 0.09% of their portfolio CLEVELAND, OH 10,61210.6k $394.7k $394.7k 0.09% Reduced -715 -715
48 Archer Investment Corp 0.14% of their portfolio Carmel, IN 10,42010.4k $387.5k $387.5k 0.14% Reduced -12.7k -12,693
49 DHJJ Financial Advisors, Ltd. 0.19% of their portfolio NAPERVILLE, IL 9,6529.7k $359.0k $359.0k 0.19% Unchanged
50 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.03% of their portfolio BIRMINGHAM, AL 9,4569.5k $351.7k $351.7k 0.03% Reduced -91 -91
51 HBK Sorce Advisory LLC 0.01% of their portfolio ERIE, PA 9,3829.4k $348.9k $348.9k 0.01% Reduced -3.0k -2,962
52 Capital Asset Advisory Services LLC 0.02% of their portfolio Williamston, MI 9,2499.2k $346.7k $346.7k 0.02% Unchanged
53 Luken Investment Analytics, LLC 0.18% of their portfolio BRENTWOOD, TN 8,8008.8k $327.3k $327.3k 0.18% Unchanged
54 Ameritas Advisory Services, LLC 0.04% of their portfolio Lincoln, NE 8,2988.3k $306.3k $306.3k 0.04% Reduced -2.8k -2,827
55 BEACON FINANCIAL GROUP 0.04% of their portfolio DALLAS, TX 8,1718.2k $302.0k $302.0k 0.04% Unchanged
56 StoneX Group Inc. 0.03% of their portfolio NEW YORK, NY 8,0318.0k $298.7k $298.7k 0.03% Reduced -13.5k -13,508
57 Naviter Wealth, LLC 0.07% of their portfolio LITTLE ROCK, AR 7,4277.4k $276.2k $276.2k 0.07% New
58 Trek Financial, LLC 0.02% of their portfolio Scottsdale, AZ 7,3257.3k $272.4k $272.4k 0.02% Unchanged
59 Pitti Group Wealth Management, LLC 0.30% of their portfolio VICTOR, NY 7,3017.3k $271.5k $271.5k 0.30% Unchanged
60 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 6,0856.1k $226.0k $226.0k 0.01% Reduced -45.0k -44,975
61 1ST SOURCE BANK 0.01% of their portfolio SOUTH BEND, IN 5,8505.8k $217.6k $217.6k 0.01% Unchanged
62 Mariner, LLC 0.00% of their portfolio Overland Park, KS 5,6795.7k $211.2k $211.2k 0.00% Reduced -84 -84
63 McKinley Carter Wealth Services, Inc. 0.02% of their portfolio WHEELING, WV 5,4705.5k $203.4k $203.4k 0.02% New
64 UBS Group AG 0.00% of their portfolio ZURICH, V8 3,6723.7k $136.6k $136.6k 0.00% Added +2.1k +2,059
65 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 2,9002.9k $107.6k $107.6k 0.00% Unchanged
66 Larson Financial Group LLC 0.01% of their portfolio ST LOUIS, MO 2,4762.5k $92.1k $92.1k 0.01% Unchanged
67 PCA Investment Advisory Services Inc. 0.05% of their portfolio CINCINNATI, OH 2,3502.4k $87.4k $87.4k 0.05% New
68 Tanglewood Legacy Advisors, LLC 0.04% of their portfolio HOUSTON, TX 1,8941.9k $70.4k $70.4k 0.04% Unchanged
69 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 1,8901.9k $70.3k $70.3k 0.00% Reduced -1.8k -1,790
70 Capital Investment Advisory Services, LLC 0.01% of their portfolio RALEIGH, NC 1,8681.9k $69.5k $69.5k 0.01% Reduced -30 -30
71 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 1,4651.5k $54.5k $54.5k 0.00% Reduced -235 -235
72 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 1,2251.2k $45.6k $45.6k 0.00% Reduced -550 -550
73 SOA Wealth Advisors, LLC. 0.01% of their portfolio NEW YORK, NY 724724 $26.9k $26.9k 0.01% Unchanged
74 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 500500 $18.6k $18.6k 0.00% Unchanged
75 Balefire, LLC 0.01% of their portfolio DALLAS, TX 330330 $12.3k $12.3k 0.01% New
76 Tradition Wealth Management, LLC 0.00% of their portfolio EDINA, MN 320320 $12.0k $12.0k 0.00% Unchanged
77 FARMERS & MERCHANTS INVESTMENTS INC 0.00% of their portfolio LINCOLN, NE 283283 $10.5k $10.5k 0.00% New
78 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 9595 $3.5k $3.5k 0.00% Unchanged