Vault-13

FIRST TR EXCHNG TRADED FD VI FJAN

FT VEST US EQT · ETP · CUSIP 33740F623

79 institutional holders +1 vs Q2 2023
3,995,3334.0m shares reported held*
$145.4mreported value*
7 new 7 added 37 reduced 7 sold out net sold ≈ $3.6m (-99.0k 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 ≈ $36.40.

Trends to Q3 2023

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 50Q4 22: 55Q1 23: 80Q2 23: 78Q3 23: 7979Q3 22Q4 22Q1 23Q2 23Q3 23
Numbers
QuarterHolders
Q3 202250
Q4 202255
Q1 202380
Q2 202378
Q3 202379

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 23Q3 23: 14 bought or addedQ3 23: 44 cut or sold outQ3 23
Numbers
QuarterBought or addedCut or sold out
Q4 20221724
Q1 20236114
Q2 20231845
Q3 20231444

Biggest buyers

BEACON FINANCIAL GROUP Added +128,455+128.5k
EisnerAmper Wealth Management Corporate Benefits, LLC New +116,896+116.9k
LPL Financial LLC Added +34,025+34.0k
JPMORGAN CHASE & CO New +28,211+28.2k
Impact Partnership Wealth, LLC New +16,181+16.2k
Arkadios Wealth Advisors New +12,667+12.7k
AXXCESS WEALTH MANAGEMENT, LLC New +8,934+8.9k
NewEdge Advisors, LLC New +6,751+6.8k
Ameritas Advisory Services, LLC Added +2,827+2.8k
Gallagher Fiduciary Advisors, LLC Added +2,469+2.5k

Biggest sellers

Brookstone Capital Management Reduced -110,186-110.2k
GDS Wealth Management Sold out -74,774-74.8k
Kestra Advisory Services, LLC Reduced -51,359-51.4k
Cambridge Investment Research Advisors, Inc. Reduced -36,836-36.8k
IFP Advisors, Inc Reduced -21,323-21.3k
SMART Wealth LLC Reduced -20,204-20.2k
CITADEL ADVISORS LLC Reduced -14,688-14.7k
OSAIC HOLDINGS, INC. Reduced -14,675-14.7k
ROYAL BANK OF CANADA Reduced -14,382-14.4k
AE Wealth Management LLC Reduced -10,891-10.9k

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, Q3 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 687,921687.9k $25.1m $25.1m 0.04% Reduced -14.7k -14,675
2 Brookstone Capital Management 0.48% of their portfolio WHEATON, IL 603,180603.2k $22.0m $22.0m 0.48% Reduced -110.2k -110,186
3 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 441,717441.7k $16.1m $16.1m 0.03% Reduced -5.5k -5,513
4 MML INVESTORS SERVICES, LLC 0.03% of their portfolio SPRINGFIELD, MA 160,400160.4k $5.9m $5.9m 0.03% Reduced -3.6k -3,614
5 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 155,951156.0k $5.7m $5.7m 0.00% Reduced -4.1k -4,081
6 BEACON FINANCIAL GROUP 0.64% of their portfolio DALLAS, TX 136,626136.6k $4.5m $4.5m 0.64% Added +128.5k +128,455
7 EisnerAmper Wealth Management Corporate Benefits, LLC 1.90% of their portfolio ISELIN, NJ 116,896116.9k $4.3m $4.3m 1.90% New
8 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 110,243110.2k $4.0m $4.0m 0.00% Added +34.0k +34,025
9 Truadvice, LLC 1.57% of their portfolio SARASOTA, FL 106,719106.7k $4.0m $4.0m 1.57% Reduced -4.5k -4,490
10 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 105,672105.7k $3.9m $3.9m 0.02% Reduced -36.8k -36,836
11 AE Wealth Management LLC 0.02% of their portfolio TOPEKA, KS 98,13698.1k $3.6m $3.6m 0.02% Reduced -10.9k -10,891
12 Gallagher Fiduciary Advisors, LLC 0.31% of their portfolio ROLLING MEADOWS, IL 97,33497.3k $3.6m $3.6m 0.31% Added +2.5k +2,469
13 Anfield Capital Management, LLC 1.59% of their portfolio IRVINE, CA 91,50891.5k $3.3m $3.3m 1.59% Reduced -50 -50
14 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 65,93465.9k $2.4m $2.4m 0.00% Added +731 +731
15 Cetera Advisors LLC 0.03% of their portfolio DENVER, CO 54,78454.8k $2.0m $2.0m 0.03% Reduced -3.7k -3,741
16 OneDigital Investment Advisors LLC 0.04% of their portfolio OVERLAND PARK, KS 47,58047.6k $1.7m $1.7m 0.04% Reduced -123 -123
17 Cetera Advisor Networks LLC 0.01% of their portfolio EL SEGUNDO, CA 46,17646.2k $1.7m $1.7m 0.01% Reduced -7.2k -7,217
18 Integrity Financial Corp /WA 1.20% of their portfolio JACKSON, WY 43,39043.4k $1.6m $1.6m 1.20% Reduced -3.0k -3,046
19 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 42,03742.0k $1.5m $1.5m 0.00% Reduced -14.4k -14,382
20 Keystone Wealth Services, LLC 0.56% of their portfolio PALM DESERT, CA 40,44740.4k $1.5m $1.5m 0.56% Reduced -1.6k -1,636
21 SMART Wealth LLC 1.10% of their portfolio Omaha, NE 40,23440.2k $1.5m $1.5m 1.10% Reduced -20.2k -20,204
22 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 33,63633.6k $1.2m $1.2m 0.01% Reduced -51.4k -51,359
23 Main Street Financial Solutions, LLC 0.17% of their portfolio NEWTOWN, PA 32,04032.0k $1.2m $1.2m 0.17% Reduced -9.0k -9,040
24 HARBOUR INVESTMENTS, INC. 0.06% of their portfolio MADISON, WI 31,00031.0k $1.1m $1.1m 0.06% Reduced -1.5k -1,513
25 Atria Wealth Solutions, Inc. 0.02% of their portfolio NEW YORK, NY 29,49729.5k $1.1m $1.1m 0.02% Unchanged
26 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 28,21128.2k $1.0m $1.0m 0.00% New
27 BAKER TILLY WEALTH MANAGEMENT, LLC 0.17% of their portfolio MADISON, WI 27,80527.8k $1.0m $1.0m 0.17% Unchanged
28 Fragasso Financial Advisors Inc 0.10% of their portfolio SEWICKLEY, PA 26,69926.7k $974.5k $974.5k 0.10% Unchanged
29 Sunbelt Securities, Inc. 0.13% of their portfolio HOUSTON, TX 25,25025.2k $921.6k $921.6k 0.13% Reduced -440 -440
30 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 25,24825.2k $921.6k $921.6k 0.00% Reduced -59 -59
31 Marshall Financial Group, LLC 0.32% of their portfolio Hunt Valley, MD 24,07524.1k $878.7k $878.7k 0.32% Reduced -3.7k -3,725
32 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 20,98121.0k $766.0k $766.0k 0.00% Unchanged
33 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 19,67619.7k $718.2k $718.2k 0.01% Added +1.4k +1,353
34 1776 Wealth LLC 0.37% of their portfolio ATLANTA, GA 19,24019.2k $702.3k $702.3k 0.37% Unchanged
35 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 19,13919.1k $698.6k $698.6k 0.01% Reduced -9.3k -9,336
36 FSB PREMIER WEALTH MANAGEMENT, INC. 0.36% of their portfolio WATERLOO, IA 17,55517.6k $640.8k $640.8k 0.36% Reduced -338 -338
37 Impact Partnership Wealth, LLC 0.18% of their portfolio MARIETTA, GA 16,18116.2k $590.6k $590.6k 0.18% New
38 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 16,08416.1k $587.1k $587.1k 0.00% Reduced -384 -384
39 THOROUGHBRED FINANCIAL SERVICES, LLC 0.05% of their portfolio BRENTWOOD, TN 14,92514.9k $544.0k $544.0k 0.05% Unchanged
40 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 14,20714.2k $518.6k $518.6k 0.02% Reduced -21.3k -21,323
41 BCGM Wealth Management, LLC 0.22% of their portfolio LAFAYETTE, IN 13,20413.2k $481.9k $481.9k 0.22% Unchanged
42 Arkadios Wealth Advisors 0.04% of their portfolio ATLANTA, GA 12,66712.7k $462.3k $462.3k 0.04% New
43 Key Client Fiduciary Advisors, LLC 0.28% of their portfolio Fairfield, NJ 12,40312.4k $452.7k $452.7k 0.28% Added +557 +557
44 SCOTIA CAPITAL INC. 0.00% of their portfolio TORONTO, A6 12,40012.4k $452.6k $452.6k 0.00% Unchanged
45 CENTAURUS FINANCIAL, INC. 0.04% of their portfolio ANAHEIM, CA 11,97112.0k $437.0k $437.0k 0.04% Reduced -167 -167
46 CWM, LLC 0.00% of their portfolio OMAHA, NE 11,69111.7k $427.0k $427.0k 0.00% Unchanged
47 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.11% of their portfolio BLUE BELL, PA 11,45111.5k $418.0k $418.0k 0.11% Unchanged
48 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 11,12511.1k $407.5k $407.5k 0.02% Added +2.8k +2,827
49 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 10,61110.6k $387.3k $387.3k 0.00% Reduced -880 -880
50 Archer Investment Corp 0.13% of their portfolio Carmel, IN 10,42010.4k $380.3k $380.3k 0.13% Unchanged
51 DHJJ Financial Advisors, Ltd. 0.18% of their portfolio NAPERVILLE, IL 9,6529.7k $352.3k $352.3k 0.18% Unchanged
52 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.03% of their portfolio BIRMINGHAM, AL 9,4569.5k $345.1k $345.1k 0.03% Unchanged
53 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 9,0259.0k $329.4k $329.4k 0.01% Reduced -5.1k -5,090
54 AXXCESS WEALTH MANAGEMENT, LLC 0.01% of their portfolio CARLSBAD, CA 8,9348.9k $326.1k $326.1k 0.01% New
55 Luken Investment Analytics, LLC 0.19% of their portfolio BRENTWOOD, TN 8,8008.8k $321.2k $321.2k 0.19% Unchanged
56 Capital Asset Advisory Services LLC 0.02% of their portfolio Williamston, MI 8,7548.8k $324.4k $324.4k 0.02% Reduced -495 -495
57 HBK Sorce Advisory LLC 0.01% of their portfolio ERIE, PA 8,4028.4k $306.7k $306.7k 0.01% Reduced -980 -980
58 StoneX Group Inc. 0.03% of their portfolio NEW YORK, NY 7,8817.9k $287.7k $287.7k 0.03% Reduced -150 -150
59 Trek Financial, LLC 0.02% of their portfolio Scottsdale, AZ 7,3257.3k $267.4k $267.4k 0.02% Unchanged
60 Pitti Group Wealth Management, LLC 0.30% of their portfolio VICTOR, NY 7,3017.3k $266.5k $266.5k 0.30% Unchanged
61 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 7,2927.3k $266.2k $266.2k 0.00% Reduced -14.7k -14,688
62 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 6,7516.8k $246.4k $246.4k 0.00% New
63 Naviter Wealth, LLC 0.06% of their portfolio LITTLE ROCK, AR 6,6276.6k $241.9k $241.9k 0.06% Reduced -800 -800
64 Cedar Brook Financial Partners, LLC 0.06% of their portfolio CLEVELAND, OH 6,5986.6k $240.8k $240.8k 0.06% Reduced -4.0k -4,014
65 1ST SOURCE BANK 0.01% of their portfolio SOUTH BEND, IN 5,8505.8k $213.5k $213.5k 0.01% Unchanged
66 CreativeOne Wealth, LLC 0.02% of their portfolio OVERLAND PARK, KS 5,7505.8k $210.0k $210.0k 0.02% Reduced -335 -335
67 LANARK FINANCIAL, INC. 0.02% of their portfolio BIRMINGHAM, AL 4,0264.0k $146.0k $146.0k 0.02% First filing
68 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 2,9002.9k $105.6k $105.6k 0.00% Unchanged
69 Larson Financial Group LLC 0.01% of their portfolio ST LOUIS, MO 2,4762.5k $90.4k $90.4k 0.01% Unchanged
70 Tanglewood Legacy Advisors, LLC 0.04% of their portfolio HOUSTON, TX 1,8941.9k $69.1k $69.1k 0.04% Unchanged
71 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 1,8901.9k $69.0k $69.0k 0.00% Unchanged
72 Capital Investment Advisory Services, LLC 0.01% of their portfolio RALEIGH, NC 1,8681.9k $68.2k $68.2k 0.01% Unchanged
73 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 1,4651.5k $53.5k $53.5k 0.00% Unchanged
74 SOA Wealth Advisors, LLC. 0.01% of their portfolio NEW YORK, NY 724724 $26.4k $26.4k 0.01% Unchanged
75 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 500500 $18.2k $18.2k 0.00% Unchanged
76 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 475475 $17.3k $17.3k 0.00% Reduced -750 -750
77 Tradition Wealth Management, LLC 0.00% of their portfolio EDINA, MN 320320 $12.0k $12.0k 0.00% Unchanged
78 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 9595 $3.5k $3.5k 0.00% Unchanged
79 Cornerstone Planning Group LLC 0.00% of their portfolio FAIRFIELD, NJ 2525 $913 $913 0.00% New