Vault-13

FIRST TR EXCHNG TRADED FD VI FJAN

FT VEST US EQT · ETP · CUSIP 33740F623

119 institutional holders +33 vs Q4 2023
7,792,7287.8m shares reported held*
$327.1mreported value*
38 new 45 added 15 reduced 7 sold out net bought ≈ $159.1m (+3.8m 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 ≈ $41.98.

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 50Q4 22: 55Q1 23: 80Q2 23: 78Q3 23: 79Q4 23: 86Q1 24: 119119Q3 22Q1 23Q3 23Q1 24
Numbers
QuarterHolders
Q3 202250
Q4 202255
Q1 202380
Q2 202378
Q3 202379
Q4 202386
Q1 2024119

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 23Q1 24: 83 bought or addedQ1 24: 22 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q4 20221724
Q1 20236114
Q2 20231845
Q3 20231444
Q4 20231939
Q1 20248322

Biggest buyers

Freedom Investment Management, Inc. New +710,908+710.9k
Cetera Investment Advisers Added +327,449+327.4k
Raymond James Financial Services Advisors, Inc. Added +299,779+299.8k
ENVESTNET ASSET MANAGEMENT INC Added +286,765+286.8k
Prospera Financial Services Inc New +275,229+275.2k
SMART Wealth LLC New +200,775+200.8k
CWM, LLC Added +190,078+190.1k
WealthPlan Investment Management, LLC New +133,979+134.0k
CreativeOne Wealth, LLC Added +132,257+132.3k
Prosperity Consulting Group, LLC Added +120,508+120.5k

Biggest sellers

AE Wealth Management LLC Reduced -203,464-203.5k
Anfield Capital Management, LLC Sold out -89,738-89.7k
Cetera Advisors LLC Sold out -54,368-54.4k
JPMORGAN CHASE & CO Reduced -53,842-53.8k
Brookstone Capital Management Reduced -34,152-34.2k
Cetera Advisor Networks LLC Sold out -32,676-32.7k
BAKER TILLY WEALTH MANAGEMENT, LLC Sold out -27,375-27.4k
Key Client Fiduciary Advisors, LLC Sold out -12,403-12.4k
Impact Partnership Wealth, LLC Reduced -3,233-3.2k
BEACON FINANCIAL GROUP Reduced -2,594-2.6k

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 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OSAIC HOLDINGS, INC. 0.07% of their portfolio SCOTTSDALE, AZ 766,542766.5k $32.2m $32.2m 0.07% Added +107.7k +107,692
2 Freedom Investment Management, Inc. 2.39% of their portfolio SOUTH WINDSOR, CT 710,908710.9k $29.8m $29.8m 2.39% New
3 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 498,997499.0k $20.9m $20.9m 0.03% Added +78.7k +78,693
4 Brookstone Capital Management 0.33% of their portfolio WHEATON, IL 441,180441.2k $18.5m $18.5m 0.33% Reduced -34.2k -34,152
5 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 440,566440.6k $18.5m $18.5m 0.01% Added +286.8k +286,765
6 Raymond James Financial Services Advisors, Inc. 0.02% of their portfolio ST. PETERSBURG, FL 367,127367.1k $15.4m $15.4m 0.02% Added +299.8k +299,779
7 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 337,899337.9k $14.2m $14.2m 0.03% Added +327.4k +327,449
8 Prospera Financial Services Inc 0.34% of their portfolio Dallas, TX 275,229275.2k $11.6m $11.6m 0.34% New
9 CWM, LLC 0.04% of their portfolio OMAHA, NE 201,769201.8k $8.5m $8.5m 0.04% Added +190.1k +190,078
10 SMART Wealth LLC 3.80% of their portfolio Omaha, NE 200,775200.8k $8.4m $8.4m 3.80% New
11 MML INVESTORS SERVICES, LLC 0.03% of their portfolio SPRINGFIELD, MA 197,738197.7k $8.3m $8.3m 0.03% Added +34.5k +34,484
12 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 169,710169.7k $7.1m $7.1m 0.00% Added +52.7k +52,712
13 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 167,901167.9k $7.0m $7.0m 0.03% Added +75.6k +75,577
14 Prosperity Consulting Group, LLC 0.75% of their portfolio OWINGS MILLS, MD 141,907141.9k $6.0m $6.0m 0.75% Added +120.5k +120,508
15 CreativeOne Wealth, LLC 0.23% of their portfolio OVERLAND PARK, KS 137,332137.3k $5.8m $5.8m 0.23% Added +132.3k +132,257
16 McCarthy & Cox 2.16% of their portfolio MARYSVILLE, OH 136,172136.2k $5.7m $5.7m 2.16% First filing
17 WealthPlan Investment Management, LLC 0.86% of their portfolio OMAHA, NE 133,979134.0k $5.6m $5.6m 0.86% New
18 Gallagher Fiduciary Advisors, LLC 0.16% of their portfolio ROLLING MEADOWS, IL 110,738110.7k $4.6m $4.6m 0.16% Added +10.5k +10,521
19 Signal Advisors Wealth, LLC 1.07% of their portfolio DETROIT, MI 103,123103.1k $4.3m $4.3m 1.07% Added +11.2k +11,212
20 Foguth Wealth Management, LLC. 2.32% of their portfolio BRIGHTON, MI 103,123103.1k $4.3m $4.3m 2.32% First filing
21 Atria Investments, Inc 0.06% of their portfolio Charlotte, NC 100,483100.5k $4.2m $4.2m 0.06% New
22 Advisory Services Network, LLC 0.09% of their portfolio ATLANTA, GA 98,65498.7k $4.1m $4.1m 0.09% New
23 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 94,04094.0k $3.9m $3.9m 0.01% Added +72.7k +72,651
24 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 92,07992.1k $3.9m $3.9m 0.00% Added +80.7k +80,732
25 Americana Partners, LLC 0.31% of their portfolio Houston, TX 88,79088.8k $3.7m $3.7m 0.31% New
26 WealthPLAN Partners, LLC 0.37% of their portfolio OMAHA, NE 86,24386.2k $3.6m $3.6m 0.37% New
27 Plotkin Financial Advisors, LLC 2.27% of their portfolio CHEVY CHASE, MD 81,50981.5k $3.4m $3.4m 2.27% New
28 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 79,97680.0k $3.4m $3.4m 0.02% Added +39.7k +39,660
29 REAP Financial Group, LLC 0.91% of their portfolio AUSTIN, TX 78,93678.9k $3.3m $3.3m 0.91% Added +35.3k +35,274
30 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 66,38466.4k $2.8m $2.8m 0.00% Added +22.5k +22,485
31 Sunbelt Securities, Inc. 0.29% of their portfolio HOUSTON, TX 61,27261.3k $2.6m $2.6m 0.29% Added +36.0k +36,022
32 OneDigital Investment Advisors LLC 0.04% of their portfolio OVERLAND PARK, KS 58,39858.4k $2.5m $2.5m 0.04% Added +9.6k +9,551
33 HARBOUR INVESTMENTS, INC. 0.08% of their portfolio MADISON, WI 55,78355.8k $2.3m $2.3m 0.08% Added +25.7k +25,711
34 1776 Wealth LLC 1.10% of their portfolio ATLANTA, GA 55,60355.6k $2.3m $2.3m 1.10% Added +36.4k +36,363
35 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 52,02452.0k $2.2m $2.2m 0.02% Added +5.2k +5,179
36 Keystone Wealth Services, LLC 0.68% of their portfolio PALM DESERT, CA 50,09650.1k $2.1m $2.1m 0.68% Added +9.6k +9,649
37 Independent Wealth Network Inc. 0.97% of their portfolio URBANDALE, IA 49,39049.4k $2.1m $2.1m 0.97% New
38 Main Street Financial Solutions, LLC 0.21% of their portfolio NEWTOWN, PA 45,90645.9k $1.9m $1.9m 0.21% Added +14.1k +14,050
39 Integrity Financial Corp /WA 1.24% of their portfolio JACKSON, WY 43,02543.0k $1.8m $1.8m 1.24% Added +557 +557
40 Atria Wealth Solutions, Inc. 0.02% of their portfolio NEW YORK, NY 36,08736.1k $1.5m $1.5m 0.02% Added +6.7k +6,693
41 STEPHENS INC /AR/ 0.02% of their portfolio LITTLE ROCK, AR 35,43335.4k $1.5m $1.5m 0.02% New
42 AE Wealth Management LLC 0.02% of their portfolio TOPEKA, KS 33,00133.0k $1.4m $1.4m 0.02% Reduced -203.5k -203,464
43 Ameritas Advisory Services, LLC 0.05% of their portfolio Lincoln, NE 28,77328.8k $1.2m $1.2m 0.05% New
44 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 26,42826.4k $1.1m $1.1m 0.00% Added +11.3k +11,272
45 Fragasso Financial Advisors Inc 0.09% of their portfolio SEWICKLEY, PA 24,91824.9k $1.0m $1.0m 0.09% Reduced -1.8k -1,781
46 Marshall Financial Group, LLC 0.29% of their portfolio Hunt Valley, MD 24,13624.1k $1.0m $1.0m 0.29% Added +317 +317
47 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.07% of their portfolio BIRMINGHAM, AL 24,13324.1k $1.0m $1.0m 0.07% Added +14.7k +14,677
48 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 23,91523.9k $1.0m $1.0m 0.00% Reduced -296 -296
49 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 23,65423.7k $993.0k $993.0k 0.01% New
50 Tanglewood Legacy Advisors, LLC 0.47% of their portfolio HOUSTON, TX 22,52222.5k $945.5k $945.5k 0.47% Added +21.6k +21,588
51 OPPENHEIMER & CO INC 0.02% of their portfolio NEW YORK, NY 21,55321.6k $904.8k $904.8k 0.02% Added +953 +953
52 FSB PREMIER WEALTH MANAGEMENT, INC. 0.42% of their portfolio WATERLOO, IA 21,41521.4k $899.0k $899.0k 0.42% Added +7.2k +7,239
53 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 15,90515.9k $667.7k $667.7k 0.01% Added +15.4k +15,405
54 LINCOLN NATIONAL CORP 0.01% of their portfolio RADNOR, PA 15,80115.8k $663.3k $663.3k 0.01% New
55 THOROUGHBRED FINANCIAL SERVICES, LLC 0.06% of their portfolio BRENTWOOD, TN 14,92514.9k $626.0k $626.0k 0.06% Unchanged
56 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 14,00814.0k $588.1k $588.1k 0.00% Added +3.6k +3,589
57 FWG Investments, LLC. 0.63% of their portfolio LEXINGTON, KY 13,86013.9k $581.9k $581.9k 0.63% Added +5.4k +5,352
58 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 13,68513.7k $574.5k $574.5k 0.01% Added +5.5k +5,470
59 BCGM Wealth Management, LLC 0.20% of their portfolio LAFAYETTE, IN 13,20413.2k $554.3k $554.3k 0.20% Unchanged
60 Strategic Blueprint, LLC 0.04% of their portfolio ATLANTA, GA 13,19513.2k $553.9k $553.9k 0.04% New
61 Semus Wealth Partners LLC 0.44% of their portfolio Boca Raton, FL 12,42412.4k $521.6k $521.6k 0.44% New
62 Mutual Advisors, LLC 0.02% of their portfolio OMAHA, NE 12,24412.2k $514.0k $514.0k 0.02% New
63 SCOTIA CAPITAL INC. 0.00% of their portfolio TORONTO, A6 12,17012.2k $510.9k $510.9k 0.00% Reduced -230 -230
64 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.11% of their portfolio BLUE BELL, PA 11,93011.9k $500.8k $500.8k 0.11% Added +500 +500
65 CENTAURUS FINANCIAL, INC. 0.03% of their portfolio ANAHEIM, CA 11,78011.8k $495.0k $495.0k 0.03% Reduced -191 -191
66 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 11,49611.5k $482.6k $482.6k 0.00% New
67 DHJJ Financial Advisors, Ltd. 0.21% of their portfolio NAPERVILLE, IL 11,39211.4k $478.2k $478.2k 0.21% Added +2.0k +1,995
68 BEACON FINANCIAL GROUP 0.05% of their portfolio DALLAS, TX 11,31211.3k $474.9k $474.9k 0.05% Reduced -2.6k -2,594
69 Ignite Planners, LLC 0.13% of their portfolio SAN CLEMENTE, CA 11,16311.2k $468.0k $468.0k 0.13% New
70 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 10,70510.7k $449.4k $449.4k 0.02% Reduced -1.9k -1,935
71 CREATIVE FINANCIAL DESIGNS INC /ADV 0.04% of their portfolio KOKOMO, IN 10,69610.7k $449.0k $449.0k 0.04% New
72 Archer Investment Corp 0.13% of their portfolio Carmel, IN 10,42010.4k $437.4k $437.4k 0.13% Unchanged
73 Faithward Advisors, LLC 0.08% of their portfolio LANCASTER, PA 9,95710.0k $418.0k $418.0k 0.08% Not comparable
74 Arkadios Wealth Advisors 0.03% of their portfolio ATLANTA, GA 9,4439.4k $396.4k $396.4k 0.03% Reduced -1.3k -1,312
75 StoneX Group Inc. 0.04% of their portfolio NEW YORK, NY 9,4199.4k $395.4k $395.4k 0.04% Added +2.1k +2,080
76 Harvest Investment Services, LLC 0.16% of their portfolio Oakbrook Terrace, IL 9,3549.4k $392.7k $392.7k 0.16% New
77 Luken Investment Analytics, LLC 0.19% of their portfolio BRENTWOOD, TN 8,8008.8k $369.4k $369.4k 0.19% Unchanged
78 CoreCap Advisors, LLC 0.02% of their portfolio SOUTHFIELD, MI 8,2158.2k $344.9k $344.9k 0.02% Added +3.0k +3,012
79 McKinley Carter Wealth Services, Inc. 0.02% of their portfolio WHEELING, WV 7,9087.9k $332.0k $332.0k 0.02% Added +2.4k +2,438
80 AIFG Consultants Ltd. 0.23% of their portfolio HALFMOON, NY 7,6677.7k $321.9k $321.9k 0.23% New
81 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 7,6317.6k $320.3k $320.3k 0.00% New
82 Trek Financial, LLC 0.02% of their portfolio Scottsdale, AZ 7,3257.3k $307.5k $307.5k 0.02% Unchanged
83 HBK Sorce Advisory LLC 0.01% of their portfolio ERIE, PA 7,1887.2k $301.8k $301.8k 0.01% Reduced -690 -690
84 Savvy Advisors, Inc. 0.17% of their portfolio NEW YORK, NY 7,1497.1k $300.1k $300.1k 0.17% Added +2.0k +1,958
85 Cedar Brook Financial Partners, LLC 0.05% of their portfolio CLEVELAND, OH 6,5986.6k $277.0k $277.0k 0.05% Unchanged
86 CASCADE INVESTMENT GROUP, INC. 0.21% of their portfolio Colorado Springs, CO 6,5706.6k $275.8k $275.8k 0.21% New
87 LANARK FINANCIAL, INC. 0.03% of their portfolio BIRMINGHAM, AL 6,4686.5k $271.0k $271.0k 0.03% Added +3.6k +3,591
88 ARBOR CAPITAL MANAGEMENT INC /ADV 0.25% of their portfolio ANCHORAGE, AK 6,1676.2k $259.5k $259.5k 0.25% New
89 ROVIN CAPITAL /UT/ /ADV 0.11% of their portfolio MESA, AZ 6,1456.1k $258.0k $258.0k 0.11% New
90 Accel Wealth Management 0.11% of their portfolio WAVERLY, IA 6,1256.1k $257.1k $257.1k 0.11% New
91 Pitti Group Wealth Management, LLC 0.28% of their portfolio VICTOR, NY 6,0776.1k $254.4k $254.4k 0.28% Reduced -1.2k -1,224
92 1ST SOURCE BANK 0.01% of their portfolio SOUTH BEND, IN 5,8505.8k $245.6k $245.6k 0.01% Unchanged
93 Mariner, LLC 0.00% of their portfolio Overland Park, KS 5,6795.7k $238.4k $238.4k 0.00% New
94 Naviter Wealth, LLC 0.04% of their portfolio LITTLE ROCK, AR 5,2505.2k $220.4k $220.4k 0.04% Reduced -1.5k -1,456
95 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 5,1325.1k $215.4k $215.4k 0.00% New
96 Orion Portfolio Solutions, LLC 0.00% of their portfolio Omaha, NE 5,1325.1k $215.4k $215.4k 0.00% New
97 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 4,9044.9k $205.9k $205.9k 0.00% New
98 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 4,7684.8k $200.2k $200.2k 0.00% New
99 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 4,6424.6k $194.9k $194.9k 0.00% Reduced -53.8k -53,842
100 SOA Wealth Advisors, LLC. 0.04% of their portfolio NEW YORK, NY 4,1864.2k $175.7k $175.7k 0.04% Added +3.5k +3,462