Vault-13

FIRST TR EXCHNG TRADED FD VI FJAN

FT VEST US EQT · ETP · CUSIP 33740F623

123 institutional holders +4 vs Q1 2024
6,795,0136.8m shares reported held*
$295.0mreported value*
15 new 19 added 54 reduced 14 sold out net sold ≈ $44.3m (-1.0m 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 ≈ $43.41.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 50Q4 22: 55Q1 23: 80Q2 23: 78Q3 23: 79Q4 23: 86Q1 24: 119Q2 24: 123123Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 202250
Q4 202255
Q1 202380
Q2 202378
Q3 202379
Q4 202386
Q1 2024119
Q2 2024123

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 outQ2 23: 18 bought or addedQ2 23: 45 cut or sold outQ2 23Q3 23: 14 bought or addedQ3 23: 44 cut or sold outQ4 23: 19 bought or addedQ4 23: 39 cut or sold outQ4 23Q1 24: 83 bought or addedQ1 24: 22 cut or sold outQ2 24: 34 bought or addedQ2 24: 68 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 20221724
Q1 20236114
Q2 20231845
Q3 20231444
Q4 20231939
Q1 20248322
Q2 20243468

Biggest buyers

Janney Montgomery Scott LLC Added +186,496+186.5k
Anfield Capital Management, LLC New +79,978+80.0k
SMART Wealth LLC Added +49,404+49.4k
INSIGNEO ADVISORY SERVICES, LLC New +36,254+36.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +34,528+34.5k
ASSETMARK, INC New +22,745+22.7k
OLD MISSION CAPITAL LLC New +22,605+22.6k
B. Riley Wealth Advisors, Inc. New +22,065+22.1k
Foguth Wealth Management, LLC. Added +13,162+13.2k
JANE STREET GROUP, LLC Added +10,375+10.4k

Biggest sellers

Prospera Financial Services Inc Reduced -267,176-267.2k
Cetera Investment Advisers Reduced -172,235-172.2k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -164,239-164.2k
ENVESTNET ASSET MANAGEMENT INC Reduced -157,107-157.1k
WealthPlan Investment Management, LLC Sold out -133,979-134.0k
CreativeOne Wealth, LLC Reduced -121,759-121.8k
OSAIC HOLDINGS, INC. Reduced -121,486-121.5k
Signal Advisors Wealth, LLC Reduced -95,970-96.0k
WealthPLAN Partners, LLC Reduced -81,080-81.1k
Freedom Investment Management, Inc. Reduced -29,935-29.9k

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, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Freedom Investment Management, Inc. 2.42% of their portfolio SOUTH WINDSOR, CT 680,973681.0k $29.6m $29.6m 2.42% Reduced -29.9k -29,935
2 OSAIC HOLDINGS, INC. 0.07% of their portfolio SCOTTSDALE, AZ 645,056645.1k $28.0m $28.0m 0.07% Reduced -121.5k -121,486
3 Brookstone Capital Management 0.30% of their portfolio WHEATON, IL 417,653417.7k $18.3m $18.3m 0.30% Reduced -23.5k -23,527
4 Raymond James Financial Services Advisors, Inc. 0.02% of their portfolio ST. PETERSBURG, FL 358,682358.7k $15.6m $15.6m 0.02% Reduced -8.4k -8,445
5 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 334,758334.8k $14.5m $14.5m 0.02% Reduced -164.2k -164,239
6 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 283,459283.5k $12.3m $12.3m 0.00% Reduced -157.1k -157,107
7 Janney Montgomery Scott LLC 0.04% of their portfolio PHILADELPHIA, PA 280,536280.5k $12.2m $12.2m 0.04% Added +186.5k +186,496
8 SMART Wealth LLC 4.39% of their portfolio Omaha, NE 250,179250.2k $10.9m $10.9m 4.39% Added +49.4k +49,404
9 MML INVESTORS SERVICES, LLC 0.04% of their portfolio SPRINGFIELD, MA 199,728199.7k $8.7m $8.7m 0.04% Added +2.0k +1,990
10 CWM, LLC 0.04% of their portfolio OMAHA, NE 193,812193.8k $8.4m $8.4m 0.04% Reduced -8.0k -7,957
11 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 165,664165.7k $7.2m $7.2m 0.02% Reduced -172.2k -172,235
12 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 154,372154.4k $6.7m $6.7m 0.02% Reduced -13.5k -13,529
13 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 151,779151.8k $6.6m $6.6m 0.00% Reduced -17.9k -17,931
14 McCarthy & Cox 2.25% of their portfolio MARYSVILLE, OH 135,166135.2k $5.9m $5.9m 2.25% Reduced -1.0k -1,006
15 Prosperity Consulting Group, LLC 0.75% of their portfolio OWINGS MILLS, MD 127,745127.7k $5.5m $5.5m 0.75% Reduced -14.2k -14,162
16 Foguth Wealth Management, LLC. 2.23% of their portfolio BRIGHTON, MI 116,285116.3k $5.0m $5.0m 2.23% Added +13.2k +13,162
17 Gallagher Fiduciary Advisors, LLC 1.07% of their portfolio ROLLING MEADOWS, IL 110,101110.1k $4.8m $4.8m 1.07% Reduced -637 -637
18 Atria Investments, Inc 0.06% of their portfolio Charlotte, NC 105,794105.8k $4.6m $4.6m 0.06% Added +5.3k +5,311
19 Advisory Services Network, LLC 0.09% of their portfolio ATLANTA, GA 97,39197.4k $4.2m $4.2m 0.09% Reduced -1.3k -1,263
20 Americana Partners, LLC 0.31% of their portfolio Houston, TX 90,34790.3k $3.9m $3.9m 0.31% Added +1.6k +1,557
21 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 87,54587.5k $3.8m $3.8m 0.00% Reduced -4.5k -4,534
22 REAP Financial Group, LLC 1.00% of their portfolio AUSTIN, TX 85,83785.8k $3.7m $3.7m 1.00% Added +6.9k +6,901
23 Plotkin Financial Advisors, LLC 2.26% of their portfolio CHEVY CHASE, MD 80,81380.8k $3.5m $3.5m 2.26% Reduced -696 -696
24 Anfield Capital Management, LLC 1.69% of their portfolio IRVINE, CA 79,97880.0k $3.5m $3.5m 1.69% New
25 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 78,32878.3k $3.4m $3.4m 0.02% Reduced -1.6k -1,648
26 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 64,21064.2k $2.8m $2.8m 0.00% Reduced -2.2k -2,174
27 Sunbelt Securities, Inc. 0.27% of their portfolio HOUSTON, TX 60,18060.2k $2.6m $2.6m 0.27% Reduced -1.1k -1,092
28 1776 Wealth LLC 1.09% of their portfolio ATLANTA, GA 55,60355.6k $2.4m $2.4m 1.09% Unchanged
29 OneDigital Investment Advisors LLC 0.03% of their portfolio OVERLAND PARK, KS 53,12053.1k $2.3m $2.3m 0.03% Reduced -5.3k -5,278
30 Keystone Wealth Services, LLC 0.68% of their portfolio PALM DESERT, CA 50,09650.1k $2.2m $2.2m 0.68% Unchanged
31 Independent Wealth Network Inc. 1.00% of their portfolio URBANDALE, IA 49,38149.4k $2.1m $2.1m 1.00% Reduced -9 -9
32 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 49,16449.2k $2.1m $2.1m 0.02% Reduced -2.9k -2,860
33 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 48,53648.5k $2.1m $2.1m 0.00% Added +34.5k +34,528
34 Main Street Financial Solutions, LLC 0.19% of their portfolio NEWTOWN, PA 45,58445.6k $2.0m $2.0m 0.19% Reduced -322 -322
35 Integrity Financial Corp /WA 1.12% of their portfolio JACKSON, WY 41,34341.3k $1.8m $1.8m 1.12% Reduced -1.7k -1,682
36 INSIGNEO ADVISORY SERVICES, LLC 0.17% of their portfolio MIAMI, FL 36,25436.3k $1.5m $1.5m 0.17% New
37 STEPHENS INC /AR/ 0.02% of their portfolio LITTLE ROCK, AR 35,43335.4k $1.5m $1.5m 0.02% Unchanged
38 Atria Wealth Solutions, Inc. 0.02% of their portfolio NEW YORK, NY 35,19235.2k $1.5m $1.5m 0.02% Reduced -895 -895
39 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 31,21631.2k $1.4m $1.4m 0.01% Reduced -1.8k -1,785
40 HARBOUR INVESTMENTS, INC. 0.05% of their portfolio MADISON, WI 31,20131.2k $1.4m $1.4m 0.05% Reduced -24.6k -24,582
41 Ameritas Advisory Services, LLC 0.05% of their portfolio Lincoln, NE 29,46029.5k $1.3m $1.3m 0.05% Added +687 +687
42 OPPENHEIMER & CO INC 0.02% of their portfolio NEW YORK, NY 28,31928.3k $1.2m $1.2m 0.02% Added +6.8k +6,766
43 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 25,06625.1k $1.1m $1.1m 0.00% Reduced -1.4k -1,362
44 Fragasso Financial Advisors Inc 0.09% of their portfolio SEWICKLEY, PA 24,91824.9k $1.1m $1.1m 0.09% Unchanged
45 Marshall Financial Group, LLC 0.29% of their portfolio Hunt Valley, MD 23,54023.5k $1.0m $1.0m 0.29% Reduced -596 -596
46 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 23,26423.3k $1.0m $1.0m 0.00% Reduced -651 -651
47 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.06% of their portfolio BIRMINGHAM, AL 23,12723.1k $1.0m $1.0m 0.06% Reduced -1.0k -1,006
48 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 22,74522.7k $987.3k $987.3k 0.00% New
49 OLD MISSION CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 22,60522.6k $981.2k $981.2k 0.03% New
50 Tanglewood Legacy Advisors, LLC 0.46% of their portfolio HOUSTON, TX 22,52222.5k $977.6k $977.6k 0.46% Unchanged
51 B. Riley Wealth Advisors, Inc. 0.02% of their portfolio MEMPHIS, TN 22,06522.1k $957.7k $957.7k 0.02% New
52 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 21,05021.1k $913.7k $913.7k 0.01% Reduced -2.6k -2,604
53 FSB PREMIER WEALTH MANAGEMENT, INC. 0.41% of their portfolio WATERLOO, IA 20,95421.0k $909.5k $909.5k 0.41% Reduced -461 -461
54 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 15,82515.8k $686.9k $686.9k 0.01% Reduced -80 -80
55 CreativeOne Wealth, LLC 0.03% of their portfolio OVERLAND PARK, KS 15,57315.6k $676.0k $676.0k 0.03% Reduced -121.8k -121,759
56 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 15,27915.3k $663.2k $663.2k 0.00% Added +10.4k +10,375
57 THOROUGHBRED FINANCIAL SERVICES, LLC 0.04% of their portfolio BRENTWOOD, TN 14,92514.9k $647.0k $647.0k 0.04% Unchanged
58 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 13,68513.7k $594.0k $594.0k 0.01% Unchanged
59 BCGM Wealth Management, LLC 0.20% of their portfolio LAFAYETTE, IN 13,20413.2k $573.1k $573.1k 0.20% Unchanged
60 FWG Investments, LLC. 0.57% of their portfolio LEXINGTON, KY 12,96613.0k $562.8k $562.8k 0.57% Reduced -894 -894
61 SCOTIA CAPITAL INC. 0.00% of their portfolio TORONTO, A6 12,17012.2k $528.2k $528.2k 0.00% Unchanged
62 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.11% of their portfolio BLUE BELL, PA 11,78811.8k $511.7k $511.7k 0.11% Reduced -142 -142
63 CENTAURUS FINANCIAL, INC. 0.03% of their portfolio ANAHEIM, CA 11,78011.8k $511.0k $511.0k 0.03% Unchanged
64 CREATIVE FINANCIAL DESIGNS INC /ADV 0.04% of their portfolio KOKOMO, IN 11,41311.4k $495.4k $495.4k 0.04% Added +717 +717
65 DHJJ Financial Advisors, Ltd. 0.21% of their portfolio NAPERVILLE, IL 11,26711.3k $489.0k $489.0k 0.21% Reduced -125 -125
66 Ignite Planners, LLC 0.12% of their portfolio SAN CLEMENTE, CA 11,16311.2k $488.0k $488.0k 0.12% Unchanged
67 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 10,91110.9k $474.8k $474.8k 0.01% Reduced -1.3k -1,333
68 Archer Investment Corp 0.13% of their portfolio Carmel, IN 10,42010.4k $452.3k $452.3k 0.13% Unchanged
69 UBS Group AG 0.00% of their portfolio ZURICH, V8 10,24910.2k $444.9k $444.9k 0.00% Added +7.8k +7,799
70 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 10,17410.2k $441.6k $441.6k 0.00% Reduced -1.3k -1,322
71 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 10,01110.0k $434.5k $434.5k 0.02% Reduced -694 -694
72 Faithward Advisors, LLC 0.08% of their portfolio LANCASTER, PA 9,8409.8k $427.1k $427.1k 0.08% Reduced -117 -117
73 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 9,8019.8k $407.0k $407.0k 0.00% First filing
74 Optivise Advisory Services LLC 0.23% of their portfolio FRANKLIN, TN 9,7739.8k $424.2k $424.2k 0.23% First filing
75 Strategic Blueprint, LLC 0.03% of their portfolio ATLANTA, GA 9,6709.7k $419.7k $419.7k 0.03% Reduced -3.5k -3,525
76 StoneX Group Inc. 0.03% of their portfolio NEW YORK, NY 9,4659.5k $410.8k $410.8k 0.03% Added +46 +46
77 Arkadios Wealth Advisors 0.03% of their portfolio ATLANTA, GA 9,3619.4k $406.3k $406.3k 0.03% Reduced -82 -82
78 Harvest Investment Services, LLC 0.16% of their portfolio Oakbrook Terrace, IL 9,3489.3k $405.8k $405.8k 0.16% Reduced -6 -6
79 CoreCap Advisors, LLC 0.04% of their portfolio SOUTHFIELD, MI 9,3439.3k $405.5k $405.5k 0.04% Added +1.1k +1,128
80 BEACON FINANCIAL GROUP 0.04% of their portfolio DALLAS, TX 8,8568.9k $384.4k $384.4k 0.04% Reduced -2.5k -2,456
81 Luken Investment Analytics, LLC 0.19% of their portfolio BRENTWOOD, TN 8,8008.8k $382.0k $382.0k 0.19% Unchanged
82 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 8,0538.1k $349.5k $349.5k 0.01% Reduced -267.2k -267,176
83 McKinley Carter Wealth Services, Inc. 0.02% of their portfolio WHEELING, WV 7,9087.9k $343.2k $343.2k 0.02% Unchanged
84 AIFG Consultants Ltd. 0.25% of their portfolio HALFMOON, NY 7,6677.7k $332.8k $332.8k 0.25% Unchanged
85 Pitti Group Wealth Management, LLC 0.32% of their portfolio VICTOR, NY 7,3017.3k $290.8k $290.8k 0.32% Added +1.2k +1,224
86 Signal Advisors Wealth, LLC 0.68% of their portfolio DETROIT, MI 7,1537.2k $310.5k $310.5k 0.68% Reduced -96.0k -95,970
87 Savvy Advisors, Inc. 0.10% of their portfolio NEW YORK, NY 7,1497.1k $310.3k $310.3k 0.10% Unchanged
88 WOLVERINE TRADING, LLC 0.01% of their portfolio CHICAGO, IL 7,1237.1k $309.2k $309.2k 0.01% New
89 HBK Sorce Advisory LLC 0.01% of their portfolio ERIE, PA 7,0307.0k $305.1k $305.1k 0.01% Reduced -158 -158
90 TFB Advisors LLC 0.10% of their portfolio OVERLAND PARK, KS 6,9557.0k $301.9k $301.9k 0.10% New
91 CASCADE INVESTMENT GROUP, INC. 0.23% of their portfolio Colorado Springs, CO 6,8206.8k $296.0k $296.0k 0.23% Added +250 +250
92 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.01% of their portfolio LOS ANGELES, CA 6,5986.6k $286.4k $286.4k 0.01% New
93 LANARK FINANCIAL, INC. 0.03% of their portfolio BIRMINGHAM, AL 6,4686.5k $280.0k $280.0k 0.03% Unchanged
94 ROVIN CAPITAL /UT/ /ADV 0.11% of their portfolio MESA, AZ 6,1456.1k $267.0k $267.0k 0.11% Unchanged
95 Accel Wealth Management 0.11% of their portfolio WAVERLY, IA 6,1256.1k $265.9k $265.9k 0.11% Unchanged
96 ARBOR CAPITAL MANAGEMENT INC /ADV 0.24% of their portfolio ANCHORAGE, AK 6,1096.1k $265.4k $265.4k 0.24% Reduced -58 -58
97 1ST SOURCE BANK 0.01% of their portfolio SOUTH BEND, IN 5,8505.8k $253.9k $253.9k 0.01% Unchanged
98 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 5,7525.8k $249.7k $249.7k 0.00% Added +620 +620
99 Orion Portfolio Solutions, LLC 0.00% of their portfolio Omaha, NE 5,7525.8k $249.7k $249.7k 0.00% Added +620 +620
100 Mariner, LLC 0.00% of their portfolio Overland Park, KS 5,6795.7k $246.5k $246.5k 0.00% Unchanged