Vault-13

FIRST TR EXCHNG TRADED FD VI FJAN

FT VEST US EQT · ETP · CUSIP 33740F623

118 institutional holders -5 vs Q2 2024
5,677,2765.7m shares reported held*
$253.7mreported value*
6 new 14 added 66 reduced 11 sold out net sold ≈ $50.1m (-1.1m 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 ≈ $44.69.

Trends to Q3 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: 123Q3 24: 118118Q3 22Q1 23Q3 23Q1 24Q3 24
Numbers
QuarterHolders
Q3 202250
Q4 202255
Q1 202380
Q2 202378
Q3 202379
Q4 202386
Q1 2024119
Q2 2024123
Q3 2024118

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 outQ1 23: 61 bought or addedQ1 23: 14 cut or sold outQ1 23Q2 23: 18 bought or addedQ2 23: 45 cut or sold outQ3 23: 14 bought or addedQ3 23: 44 cut or sold outQ3 23Q4 23: 19 bought or addedQ4 23: 39 cut or sold outQ1 24: 83 bought or addedQ1 24: 22 cut or sold outQ1 24Q2 24: 34 bought or addedQ2 24: 68 cut or sold outQ3 24: 20 bought or addedQ3 24: 77 cut or sold outQ3 24
Numbers
QuarterBought or addedCut or sold out
Q4 20221724
Q1 20236114
Q2 20231845
Q3 20231444
Q4 20231939
Q1 20248322
Q2 20243468
Q3 20242077

Biggest buyers

Signal Advisors Wealth, LLC Added +114,519+114.5k
JPMORGAN CHASE & CO New +70,938+70.9k
ASSETMARK, INC Added +45,007+45.0k
Prospera Financial Services Inc Added +31,154+31.2k
JANE STREET GROUP, LLC Added +13,061+13.1k
FOUNDERS FINANCIAL SECURITIES LLC New +7,248+7.2k
Atria Investments, Inc Added +7,162+7.2k
Americana Partners, LLC Added +6,260+6.3k
Naviter Wealth, LLC New +4,604+4.6k
Gallagher Fiduciary Advisors, LLC Added +3,799+3.8k

Biggest sellers

Freedom Investment Management, Inc. Sold out -680,973-681.0k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -152,361-152.4k
SMART Wealth LLC Reduced -84,220-84.2k
ENVESTNET ASSET MANAGEMENT INC Reduced -68,303-68.3k
Janney Montgomery Scott LLC Reduced -48,785-48.8k
OSAIC HOLDINGS, INC. Reduced -41,410-41.4k
MML INVESTORS SERVICES, LLC Reduced -38,696-38.7k
RAYMOND JAMES & ASSOCIATES Reduced -34,462-34.5k
Raymond James Financial Services Advisors, Inc. Reduced -26,488-26.5k
OLD MISSION CAPITAL LLC Sold out -22,605-22.6k

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, Q3 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OSAIC HOLDINGS, INC. 0.06% of their portfolio SCOTTSDALE, AZ 603,646603.6k $27.0m $27.0m 0.06% Reduced -41.4k -41,410
2 Brookstone Capital Management 0.27% of their portfolio WHEATON, IL 413,214413.2k $18.5m $18.5m 0.27% Reduced -4.4k -4,439
3 Raymond James Financial Services Advisors, Inc. 0.02% of their portfolio ST. PETERSBURG, FL 332,194332.2k $14.9m $14.9m 0.02% Reduced -26.5k -26,488
4 Janney Montgomery Scott LLC 0.03% of their portfolio PHILADELPHIA, PA 231,751231.8k $10.4m $10.4m 0.03% Reduced -48.8k -48,785
5 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 215,156215.2k $9.6m $9.6m 0.00% Reduced -68.3k -68,303
6 CWM, LLC 0.04% of their portfolio OMAHA, NE 182,735182.7k $8.2m $8.2m 0.04% Reduced -11.1k -11,077
7 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 182,397182.4k $8.2m $8.2m 0.01% Reduced -152.4k -152,361
8 SMART Wealth LLC 2.91% of their portfolio Omaha, NE 165,959166.0k $7.4m $7.4m 2.91% Reduced -84.2k -84,220
9 MML INVESTORS SERVICES, LLC 0.03% of their portfolio SPRINGFIELD, MA 161,032161.0k $7.2m $7.2m 0.03% Reduced -38.7k -38,696
10 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 150,957151.0k $6.8m $6.8m 0.00% Reduced -822 -822
11 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 143,420143.4k $6.4m $6.4m 0.02% Reduced -11.0k -10,952
12 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 143,229143.2k $6.4m $6.4m 0.01% Reduced -22.4k -22,435
13 McCarthy & Cox 2.29% of their portfolio MARYSVILLE, OH 133,616133.6k $6.0m $6.0m 2.29% Reduced -1.6k -1,550
14 Signal Advisors Wealth, LLC 0.78% of their portfolio DETROIT, MI 121,672121.7k $5.4m $5.4m 0.78% Added +114.5k +114,519
15 Prosperity Consulting Group, LLC 0.42% of their portfolio OWINGS MILLS, MD 121,100121.1k $5.4m $5.4m 0.42% Reduced -6.6k -6,645
16 Foguth Wealth Management, LLC. 1.91% of their portfolio BRIGHTON, MI 117,957118.0k $5.3m $5.3m 1.91% Added +1.7k +1,672
17 Gallagher Fiduciary Advisors, LLC 1.03% of their portfolio ROLLING MEADOWS, IL 113,900113.9k $5.1m $5.1m 1.03% Added +3.8k +3,799
18 Atria Investments, Inc 0.06% of their portfolio Charlotte, NC 112,956113.0k $5.1m $5.1m 0.06% Added +7.2k +7,162
19 Advisory Services Network, LLC 0.09% of their portfolio ATLANTA, GA 97,39197.4k $4.2m $4.2m 0.09% Unchanged
20 Americana Partners, LLC 0.29% of their portfolio Houston, TX 96,60796.6k $4.3m $4.3m 0.29% Added +6.3k +6,260
21 REAP Financial Group, LLC 0.94% of their portfolio AUSTIN, TX 85,58685.6k $3.8m $3.8m 0.94% Reduced -251 -251
22 Plotkin Financial Advisors, LLC 2.13% of their portfolio CHEVY CHASE, MD 79,50079.5k $3.6m $3.6m 2.13% Reduced -1.3k -1,313
23 Anfield Capital Management, LLC 1.33% of their portfolio IRVINE, CA 78,20878.2k $3.5m $3.5m 1.33% Reduced -1.8k -1,770
24 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 70,93870.9k $3.2m $3.2m 0.00% New
25 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 67,75267.8k $3.0m $3.0m 0.01% Added +45.0k +45,007
26 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 66,30166.3k $3.0m $3.0m 0.02% Reduced -12.0k -12,027
27 Sunbelt Securities, Inc. 0.26% of their portfolio HOUSTON, TX 60,18060.2k $2.7m $2.7m 0.26% Unchanged
28 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 57,74557.7k $2.6m $2.6m 0.00% Reduced -6.5k -6,465
29 1776 Wealth LLC 1.11% of their portfolio ATLANTA, GA 55,60355.6k $2.5m $2.5m 1.11% Unchanged
30 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 53,08353.1k $2.4m $2.4m 0.00% Reduced -34.5k -34,462
31 OneDigital Investment Advisors LLC 0.03% of their portfolio OVERLAND PARK, KS 50,94950.9k $2.3m $2.3m 0.03% Reduced -2.2k -2,171
32 Keystone Wealth Services, LLC 0.62% of their portfolio PALM DESERT, CA 50,09650.1k $2.2m $2.2m 0.62% Unchanged
33 Independent Wealth Network Inc. 0.98% of their portfolio URBANDALE, IA 49,54249.5k $2.2m $2.2m 0.98% Added +161 +161
34 Main Street Financial Solutions, LLC 0.18% of their portfolio NEWTOWN, PA 42,98443.0k $1.9m $1.9m 0.18% Reduced -2.6k -2,600
35 Prospera Financial Services Inc 0.04% of their portfolio Dallas, TX 39,20739.2k $1.8m $1.8m 0.04% Added +31.2k +31,154
36 Integrity Financial Corp /WA 0.94% of their portfolio JACKSON, WY 35,79535.8k $1.6m $1.6m 0.94% Reduced -5.5k -5,548
37 INSIGNEO ADVISORY SERVICES, LLC 0.16% of their portfolio MIAMI, FL 34,77934.8k $1.6m $1.6m 0.16% Reduced -1.5k -1,475
38 STEPHENS INC /AR/ 0.02% of their portfolio LITTLE ROCK, AR 34,36634.4k $1.5m $1.5m 0.02% Reduced -1.1k -1,067
39 Atria Wealth Solutions, Inc. 0.02% of their portfolio NEW YORK, NY 34,08934.1k $1.5m $1.5m 0.02% Reduced -1.1k -1,103
40 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 30,54630.5k $1.4m $1.4m 0.01% Reduced -670 -670
41 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 30,52930.5k $1.4m $1.4m 0.00% Reduced -18.0k -18,007
42 Ameritas Advisory Services, LLC 0.05% of their portfolio Lincoln, NE 28,37528.4k $1.3m $1.3m 0.05% Reduced -1.1k -1,085
43 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 28,34028.3k $1.3m $1.3m 0.00% Added +13.1k +13,061
44 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 27,92027.9k $1.2m $1.2m 0.01% Reduced -21.2k -21,244
45 OPPENHEIMER & CO INC 0.02% of their portfolio NEW YORK, NY 26,34226.3k $1.2m $1.2m 0.02% Reduced -2.0k -1,977
46 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 24,94424.9k $1.1m $1.1m 0.00% Reduced -122 -122
47 Fragasso Financial Advisors Inc 0.08% of their portfolio SEWICKLEY, PA 24,11824.1k $1.1m $1.1m 0.08% Reduced -800 -800
48 Marshall Financial Group, LLC 0.25% of their portfolio Hunt Valley, MD 23,15323.2k $1.0m $1.0m 0.25% Reduced -387 -387
49 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.06% of their portfolio BIRMINGHAM, AL 23,05523.1k $1.0m $1.0m 0.06% Reduced -72 -72
50 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 22,69922.7k $1.0m $1.0m 0.00% Reduced -565 -565
51 Tanglewood Legacy Advisors, LLC 0.45% of their portfolio HOUSTON, TX 22,52222.5k $1.0m $1.0m 0.45% Unchanged
52 B. Riley Wealth Advisors, Inc. 0.02% of their portfolio MEMPHIS, TN 19,54619.5k $873.2k $873.2k 0.02% Reduced -2.5k -2,519
53 HARBOUR INVESTMENTS, INC. 0.03% of their portfolio MADISON, WI 18,92218.9k $846.2k $846.2k 0.03% Reduced -12.3k -12,279
54 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 15,82515.8k $707.7k $707.7k 0.01% Unchanged
55 THOROUGHBRED FINANCIAL SERVICES, LLC 0.04% of their portfolio BRENTWOOD, TN 14,92514.9k $667.0k $667.0k 0.04% Unchanged
56 FSB PREMIER WEALTH MANAGEMENT, INC. 0.26% of their portfolio WATERLOO, IA 14,36514.4k $642.4k $642.4k 0.26% Reduced -6.6k -6,589
57 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 13,43013.4k $600.6k $600.6k 0.01% Reduced -255 -255
58 BCGM Wealth Management, LLC 0.19% of their portfolio LAFAYETTE, IN 13,20413.2k $590.5k $590.5k 0.19% Unchanged
59 FWG Investments, LLC. 0.50% of their portfolio LEXINGTON, KY 12,83512.8k $574.0k $574.0k 0.50% Reduced -131 -131
60 CreativeOne Wealth, LLC 0.02% of their portfolio OVERLAND PARK, KS 12,17412.2k $544.4k $544.4k 0.02% Reduced -3.4k -3,399
61 SCOTIA CAPITAL INC. 0.00% of their portfolio TORONTO, A6 12,17012.2k $544.2k $544.2k 0.00% Unchanged
62 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.10% of their portfolio BLUE BELL, PA 11,75511.8k $525.7k $525.7k 0.10% Reduced -33 -33
63 CENTAURUS FINANCIAL, INC. 0.03% of their portfolio ANAHEIM, CA 11,69211.7k $523.0k $523.0k 0.03% Reduced -88 -88
64 DHJJ Financial Advisors, Ltd. 0.20% of their portfolio NAPERVILLE, IL 11,26711.3k $503.9k $503.9k 0.20% Unchanged
65 Ignite Planners, LLC 0.11% of their portfolio SAN CLEMENTE, CA 11,16311.2k $499.2k $499.2k 0.11% Unchanged
66 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 10,91110.9k $490.4k $490.4k 0.01% Unchanged
67 CREATIVE FINANCIAL DESIGNS INC /ADV 0.04% of their portfolio KOKOMO, IN 10,66010.7k $476.7k $476.7k 0.04% Reduced -753 -753
68 CoreCap Advisors, LLC 0.02% of their portfolio SOUTHFIELD, MI 10,36410.4k $463.5k $463.5k 0.02% Added +1.0k +1,021
69 Archer Investment Corp 0.12% of their portfolio Carmel, IN 10,25210.3k $458.5k $458.5k 0.12% Reduced -168 -168
70 Harvest Investment Services, LLC 0.14% of their portfolio Oakbrook Terrace, IL 9,98010.0k $446.3k $446.3k 0.14% Added +632 +632
71 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 9,8159.8k $438.9k $438.9k 0.00% Reduced -11.2k -11,235
72 Faithward Advisors, LLC 0.08% of their portfolio LANCASTER, PA 9,7289.7k $435.0k $435.0k 0.08% Reduced -112 -112
73 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 9,7169.7k $434.5k $434.5k 0.02% Reduced -295 -295
74 Strategic Blueprint, LLC 0.03% of their portfolio ATLANTA, GA 9,6459.6k $431.3k $431.3k 0.03% Reduced -25 -25
75 Arkadios Wealth Advisors 0.02% of their portfolio ATLANTA, GA 9,3619.4k $418.6k $418.6k 0.02% Unchanged
76 Luken Investment Analytics, LLC 0.18% of their portfolio BRENTWOOD, TN 8,8008.8k $393.5k $393.5k 0.18% Unchanged
77 BEACON FINANCIAL GROUP 0.04% of their portfolio DALLAS, TX 7,9948.0k $357.5k $357.5k 0.04% Reduced -862 -862
78 McKinley Carter Wealth Services, Inc. 0.02% of their portfolio WHEELING, WV 7,9087.9k $353.6k $353.6k 0.02% Unchanged
79 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 7,8887.9k $359.2k $359.2k 0.00% Reduced -1.9k -1,913
80 TFB Advisors LLC 0.10% of their portfolio OVERLAND PARK, KS 7,7647.8k $347.2k $347.2k 0.10% Added +809 +809
81 Pitti Group Wealth Management, LLC 0.32% of their portfolio VICTOR, NY 7,3017.3k $290.8k $290.8k 0.32% Unchanged
82 FOUNDERS FINANCIAL SECURITIES LLC 0.03% of their portfolio TOWSON, MD 7,2487.2k $324.1k $324.1k 0.03% New
83 HBK Sorce Advisory LLC 0.01% of their portfolio ERIE, PA 7,0307.0k $314.4k $314.4k 0.01% Unchanged
84 Savvy Advisors, Inc. 0.06% of their portfolio NEW YORK, NY 6,8746.9k $307.4k $307.4k 0.06% Reduced -275 -275
85 CASCADE INVESTMENT GROUP, INC. 0.22% of their portfolio Colorado Springs, CO 6,6736.7k $298.4k $298.4k 0.22% Reduced -147 -147
86 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.01% of their portfolio LOS ANGELES, CA 6,5986.6k $295.1k $295.1k 0.01% Unchanged
87 LANARK FINANCIAL, INC. 0.02% of their portfolio BIRMINGHAM, AL 6,2996.3k $281.0k $281.0k 0.02% Reduced -169 -169
88 StoneX Group Inc. 0.02% of their portfolio NEW YORK, NY 6,1726.2k $276.0k $276.0k 0.02% Reduced -3.3k -3,293
89 ROVIN CAPITAL /UT/ /ADV 0.10% of their portfolio MESA, AZ 6,1456.1k $275.0k $275.0k 0.10% Unchanged
90 ARBOR CAPITAL MANAGEMENT INC /ADV 0.26% of their portfolio ANCHORAGE, AK 6,0576.1k $270.2k $270.2k 0.26% Reduced -52 -52
91 1ST SOURCE BANK 0.01% of their portfolio SOUTH BEND, IN 5,8505.8k $261.6k $261.6k 0.01% Unchanged
92 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 5,7395.7k $256.6k $256.6k 0.00% Reduced -13 -13
93 Orion Portfolio Solutions, LLC 0.00% of their portfolio Omaha, NE 5,7395.7k $256.6k $256.6k 0.00% Reduced -13 -13
94 Mariner, LLC 0.00% of their portfolio Overland Park, KS 5,6795.7k $254.0k $254.0k 0.00% Unchanged
95 AIFG Consultants Ltd. 0.19% of their portfolio HALFMOON, NY 5,5185.5k $246.8k $246.8k 0.19% Reduced -2.1k -2,149
96 JOURNEY STRATEGIC WEALTH LLC 0.01% of their portfolio SUMMIT, NJ 5,3215.3k $238.0k $238.0k 0.01% Reduced -99 -99
97 Chris Bulman Inc 0.15% of their portfolio ROSEVILLE, CA 4,9725.0k $222.3k $222.3k 0.15% Added +876 +876
98 Catalina Capital Group, LLC 0.07% of their portfolio Torrance, CA 4,6884.7k $209.6k $209.6k 0.07% Unchanged
99 Naviter Wealth, LLC 0.03% of their portfolio LITTLE ROCK, AR 4,6044.6k $205.9k $205.9k 0.03% New
100 UBS Group AG 0.00% of their portfolio ZURICH, V8 4,4294.4k $198.1k $198.1k 0.00% Reduced -5.8k -5,820