Vault-13

FIRST TR EXCHNG TRADED FD VI FJAN

FT VEST US EQT · ETP · CUSIP 33740F623

86 institutional holders +7 vs Q3 2023
3,863,9133.9m shares reported held*
$154.1mreported value*
5 new 14 added 33 reduced 6 sold out net sold ≈ $7.1m (-177.2k 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 ≈ $39.87.

Trends to Q4 2023

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 50Q4 22: 55Q1 23: 80Q2 23: 78Q3 23: 79Q4 23: 8686Q3 22Q4 22Q1 23Q2 23Q3 23Q4 23
Numbers
QuarterHolders
Q3 202250
Q4 202255
Q1 202380
Q2 202378
Q3 202379
Q4 202386

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 23Q4 23: 19 bought or addedQ4 23: 39 cut or sold outQ4 23
Numbers
QuarterBought or addedCut or sold out
Q4 20221724
Q1 20236114
Q2 20231845
Q3 20231444
Q4 20231939

Biggest buyers

AE Wealth Management LLC Added +138,329+138.3k
NewEdge Advisors, LLC Added +40,094+40.1k
JPMORGAN CHASE & CO Added +30,273+30.3k
Prosperity Consulting Group, LLC New +21,399+21.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +10,419+10.4k
LPL Financial LLC Added +6,755+6.8k
Kestra Advisory Services, LLC Added +6,680+6.7k
McKinley Carter Wealth Services, Inc. New +5,470+5.5k
CoreCap Advisors, LLC New +5,203+5.2k
Gallagher Fiduciary Advisors, LLC Added +2,883+2.9k

Biggest sellers

Brookstone Capital Management Reduced -127,848-127.8k
BEACON FINANCIAL GROUP Reduced -122,720-122.7k
SMART Wealth LLC Sold out -40,234-40.2k
OSAIC HOLDINGS, INC. Reduced -29,071-29.1k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -21,413-21.4k
Cetera Advisor Networks LLC Reduced -13,500-13.5k
Cambridge Investment Research Advisors, Inc. Reduced -13,348-13.3k
Impact Partnership Wealth, LLC Reduced -12,862-12.9k
Ameritas Advisory Services, LLC Sold out -11,125-11.1k
AXXCESS WEALTH MANAGEMENT, LLC Sold out -8,934-8.9k

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, Q4 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OSAIC HOLDINGS, INC. 0.05% of their portfolio SCOTTSDALE, AZ 658,850658.9k $26.2m $26.2m 0.05% Reduced -29.1k -29,071
2 Brookstone Capital Management 0.37% of their portfolio WHEATON, IL 475,332475.3k $18.9m $18.9m 0.37% Reduced -127.8k -127,848
3 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 420,304420.3k $16.7m $16.7m 0.03% Reduced -21.4k -21,413
4 AE Wealth Management LLC 0.05% of their portfolio TOPEKA, KS 236,465236.5k $9.6m $9.6m 0.05% Added +138.3k +138,329
5 MML INVESTORS SERVICES, LLC 0.03% of their portfolio SPRINGFIELD, MA 163,254163.3k $6.5m $6.5m 0.03% Added +2.9k +2,854
6 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 153,801153.8k $6.1m $6.1m 0.00% Reduced -2.1k -2,150
7 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 116,998117.0k $4.7m $4.7m 0.00% Added +6.8k +6,755
8 EisnerAmper Wealth Management Corporate Benefits, LLC 1.59% of their portfolio ISELIN, NJ 109,521109.5k $4.4m $4.4m 1.59% Reduced -7.4k -7,375
9 Gallagher Fiduciary Advisors, LLC 0.14% of their portfolio ROLLING MEADOWS, IL 100,217100.2k $4.0m $4.0m 0.14% Added +2.9k +2,883
10 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 92,32492.3k $3.7m $3.7m 0.02% Reduced -13.3k -13,348
11 Signal Advisors Wealth, LLC 1.27% of their portfolio DETROIT, MI 91,91191.9k $3.7m $3.7m 1.27% First filing
12 Anfield Capital Management, LLC 1.93% of their portfolio IRVINE, CA 89,73889.7k $3.6m $3.6m 1.93% Reduced -1.8k -1,770
13 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 67,34867.3k $2.7m $2.7m 0.00% Added +1.4k +1,414
14 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 58,48458.5k $2.3m $2.3m 0.00% Added +30.3k +30,273
15 Cetera Advisors LLC 0.03% of their portfolio DENVER, CO 54,36854.4k $2.2m $2.2m 0.03% Reduced -416 -416
16 OneDigital Investment Advisors LLC 0.03% of their portfolio OVERLAND PARK, KS 48,84748.8k $1.9m $1.9m 0.03% Added +1.3k +1,267
17 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 46,84546.8k $1.9m $1.9m 0.02% Added +40.1k +40,094
18 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 43,89943.9k $1.7m $1.7m 0.00% Added +1.9k +1,862
19 REAP Financial Group, LLC 0.51% of their portfolio AUSTIN, TX 43,66243.7k $1.7m $1.7m 0.51% First filing
20 Integrity Financial Corp /WA 1.23% of their portfolio JACKSON, WY 42,46842.5k $1.7m $1.7m 1.23% Reduced -922 -922
21 Keystone Wealth Services, LLC 0.55% of their portfolio PALM DESERT, CA 40,44740.4k $1.6m $1.6m 0.55% Unchanged
22 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 40,31640.3k $1.6m $1.6m 0.01% Added +6.7k +6,680
23 Cetera Advisor Networks LLC 0.01% of their portfolio EL SEGUNDO, CA 32,67632.7k $1.3m $1.3m 0.01% Reduced -13.5k -13,500
24 Main Street Financial Solutions, LLC 0.16% of their portfolio NEWTOWN, PA 31,85631.9k $1.3m $1.3m 0.16% Reduced -184 -184
25 HARBOUR INVESTMENTS, INC. 0.05% of their portfolio MADISON, WI 30,07230.1k $1.2m $1.2m 0.05% Reduced -928 -928
26 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 29,39429.4k $1.2m $1.2m 0.01% Reduced -103 -103
27 BAKER TILLY WEALTH MANAGEMENT, LLC 0.18% of their portfolio MADISON, WI 27,37527.4k $1.1m $1.1m 0.18% Reduced -430 -430
28 Fragasso Financial Advisors Inc 0.10% of their portfolio SEWICKLEY, PA 26,69926.7k $1.1m $1.1m 0.10% Unchanged
29 Sunbelt Securities, Inc. 0.13% of their portfolio HOUSTON, TX 25,25025.2k $1.0m $1.0m 0.13% Unchanged
30 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 24,21124.2k $964.3k $964.3k 0.00% Reduced -1.0k -1,037
31 Marshall Financial Group, LLC 0.31% of their portfolio Hunt Valley, MD 23,81923.8k $948.7k $948.7k 0.31% Reduced -256 -256
32 Prosperity Consulting Group, LLC 0.29% of their portfolio OWINGS MILLS, MD 21,39921.4k $852.3k $852.3k 0.29% New
33 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 21,38921.4k $852.0k $852.0k 0.00% Added +408 +408
34 OPPENHEIMER & CO INC 0.02% of their portfolio NEW YORK, NY 20,60020.6k $820.5k $820.5k 0.02% Added +924 +924
35 1776 Wealth LLC 0.38% of their portfolio ATLANTA, GA 19,24019.2k $766.3k $766.3k 0.38% Unchanged
36 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 15,15615.2k $603.7k $603.7k 0.00% Reduced -928 -928
37 THOROUGHBRED FINANCIAL SERVICES, LLC 0.05% of their portfolio BRENTWOOD, TN 14,92514.9k $594.0k $594.0k 0.05% Unchanged
38 FSB PREMIER WEALTH MANAGEMENT, INC. 0.28% of their portfolio WATERLOO, IA 14,17614.2k $564.6k $564.6k 0.28% Reduced -3.4k -3,379
39 BEACON FINANCIAL GROUP 0.07% of their portfolio DALLAS, TX 13,90613.9k $553.9k $553.9k 0.07% Reduced -122.7k -122,720
40 BCGM Wealth Management, LLC 0.21% of their portfolio LAFAYETTE, IN 13,20413.2k $525.9k $525.9k 0.21% Unchanged
41 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 12,64012.6k $503.5k $503.5k 0.02% Reduced -1.6k -1,567
42 Key Client Fiduciary Advisors, LLC 0.29% of their portfolio Fairfield, NJ 12,40312.4k $494.0k $494.0k 0.29% Unchanged
43 SCOTIA CAPITAL INC. 0.00% of their portfolio TORONTO, A6 12,40012.4k $493.9k $493.9k 0.00% Unchanged
44 CENTAURUS FINANCIAL, INC. 0.04% of their portfolio ANAHEIM, CA 11,97112.0k $477.0k $477.0k 0.04% Unchanged
45 CWM, LLC 0.00% of their portfolio OMAHA, NE 11,69111.7k $466.0k $466.0k 0.00% Unchanged
46 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.11% of their portfolio BLUE BELL, PA 11,43011.4k $455.3k $455.3k 0.11% Reduced -21 -21
47 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 11,34711.3k $452.0k $452.0k 0.00% Added +736 +736
48 Arkadios Wealth Advisors 0.04% of their portfolio ATLANTA, GA 10,75510.8k $428.4k $428.4k 0.04% Reduced -1.9k -1,912
49 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 10,45010.4k $416.2k $416.2k 0.00% Reduced -8.7k -8,689
50 Archer Investment Corp 0.13% of their portfolio Carmel, IN 10,42010.4k $415.0k $415.0k 0.13% Unchanged
51 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 10,41910.4k $415.0k $415.0k 0.00% New
52 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.03% of their portfolio BIRMINGHAM, AL 9,4569.5k $376.6k $376.6k 0.03% Unchanged
53 DHJJ Financial Advisors, Ltd. 0.17% of their portfolio NAPERVILLE, IL 9,3979.4k $374.3k $374.3k 0.17% Reduced -255 -255
54 Luken Investment Analytics, LLC 0.19% of their portfolio BRENTWOOD, TN 8,8008.8k $350.5k $350.5k 0.19% Unchanged
55 FWG Investments, LLC. 0.42% of their portfolio LEXINGTON, KY 8,5088.5k $338.9k $338.9k 0.42% First filing
56 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 8,2158.2k $327.2k $327.2k 0.01% Reduced -810 -810
57 HBK Sorce Advisory LLC 0.01% of their portfolio ERIE, PA 7,8787.9k $313.8k $313.8k 0.01% Reduced -524 -524
58 StoneX Group Inc. 0.03% of their portfolio NEW YORK, NY 7,3397.3k $292.3k $292.3k 0.03% Reduced -542 -542
59 Trek Financial, LLC 0.03% of their portfolio Scottsdale, AZ 7,3257.3k $291.8k $291.8k 0.03% Unchanged
60 Pitti Group Wealth Management, LLC 0.32% of their portfolio VICTOR, NY 7,3017.3k $290.8k $290.8k 0.32% Unchanged
61 Naviter Wealth, LLC 0.05% of their portfolio LITTLE ROCK, AR 6,7066.7k $267.1k $267.1k 0.05% Added +79 +79
62 Cedar Brook Financial Partners, LLC 0.06% of their portfolio CLEVELAND, OH 6,5986.6k $263.7k $263.7k 0.06% Unchanged
63 1ST SOURCE BANK 0.01% of their portfolio SOUTH BEND, IN 5,8505.8k $233.0k $233.0k 0.01% Unchanged
64 McKinley Carter Wealth Services, Inc. 0.02% of their portfolio WHEELING, WV 5,4705.5k $217.9k $217.9k 0.02% New
65 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 5,2035.2k $207.2k $207.2k 0.01% New
66 Savvy Advisors, Inc. 0.20% of their portfolio NEW YORK, NY 5,1915.2k $206.8k $206.8k 0.20% First filing
67 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 5,0755.1k $202.0k $202.0k 0.01% Reduced -675 -675
68 Impact Partnership Wealth, LLC 0.05% of their portfolio MARIETTA, GA 3,3193.3k $132.2k $132.2k 0.05% Reduced -12.9k -12,862
69 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 2,9002.9k $115.1k $115.1k 0.00% Unchanged
70 LANARK FINANCIAL, INC. 0.01% of their portfolio BIRMINGHAM, AL 2,8772.9k $114.0k $114.0k 0.01% Reduced -1.1k -1,149
71 Larson Financial Group LLC 0.01% of their portfolio ST LOUIS, MO 2,4762.5k $98.6k $98.6k 0.01% Unchanged
72 Capital Investment Advisory Services, LLC 0.01% of their portfolio RALEIGH, NC 1,8681.9k $74.4k $74.4k 0.01% Unchanged
73 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 1,5001.5k $59.7k $59.7k 0.00% Reduced -390 -390
74 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 1,4101.4k $56.2k $56.2k 0.00% Reduced -55 -55
75 Tanglewood Legacy Advisors, LLC 0.02% of their portfolio HOUSTON, TX 934934 $37.2k $37.2k 0.02% Reduced -960 -960
76 Turtle Creek Wealth Advisors, LLC 0.01% of their portfolio DALLAS, TX 810810 $32.3k $32.3k 0.01% First filing
77 Creekmur Asset Management LLC 0.01% of their portfolio MORTON, IL 766766 $30.5k $30.5k 0.01% First filing
78 SOA Wealth Advisors, LLC. 0.01% of their portfolio NEW YORK, NY 724724 $28.8k $28.8k 0.01% Unchanged
79 LM Advisors LLC 0.01% of their portfolio SAN DIEGO, CA 700700 $27.9k $27.9k 0.01% First filing
80 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 500500 $19.9k $19.9k 0.00% Unchanged
81 Clear Point Advisors Inc. 0.02% of their portfolio MELVILLE, NY 500500 $19.9k $19.9k 0.02% First filing
82 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 475475 $19.1k $19.1k 0.00% Unchanged
83 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 425425 $16.9k $16.9k 0.00% First filing
84 Balefire, LLC 0.00% of their portfolio DALLAS, TX 330330 $13.1k $13.1k 0.00% New
85 Tradition Wealth Management, LLC 0.00% of their portfolio EDINA, MN 320320 $12.0k $12.0k 0.00% Unchanged
86 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 9595 $3.8k $3.8k 0.00% Unchanged