Vault-13

FIRST TR EXCHNG TRADED FD VI FJAN

FT VEST US EQT · ETP · CUSIP 33740F623

121 institutional holders +3 vs Q3 2024
4,966,9675.0m shares reported held*
$228.1mreported value*
9 new 25 added 55 reduced 11 sold out net sold ≈ $38.5m (-838.5k 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 ≈ $45.93.

Trends to Q4 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: 118Q4 24: 121121Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 202250
Q4 202255
Q1 202380
Q2 202378
Q3 202379
Q4 202386
Q1 2024119
Q2 2024123
Q3 2024118
Q4 2024121

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q1 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 24Q3 24: 20 bought or addedQ3 24: 77 cut or sold outQ4 24: 34 bought or addedQ4 24: 66 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 20236114
Q2 20231845
Q3 20231444
Q4 20231939
Q1 20248322
Q2 20243468
Q3 20242077
Q4 20243466

Biggest buyers

Foguth Wealth Management, LLC. Added +55,598+55.6k
Signal Advisors Wealth, LLC Added +45,753+45.8k
ASSETMARK, INC Added +37,723+37.7k
OLD MISSION CAPITAL LLC New +19,193+19.2k
LPL Financial LLC Added +10,784+10.8k
Envestnet Portfolio Solutions, Inc. New +9,463+9.5k
Bullseye Investment Management, LLC New +9,158+9.2k
Prospera Financial Services Inc Added +8,712+8.7k
Atria Wealth Solutions, Inc. Added +7,554+7.6k
AMERIPRISE FINANCIAL INC New +7,368+7.4k

Biggest sellers

OSAIC HOLDINGS, INC. Reduced -504,466-504.5k
Advisory Services Network, LLC Reduced -89,330-89.3k
CWM, LLC Reduced -86,008-86.0k
JPMORGAN CHASE & CO Reduced -69,461-69.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -30,529-30.5k
Cambridge Investment Research Advisors, Inc. Reduced -28,484-28.5k
JANE STREET GROUP, LLC Sold out -28,340-28.3k
SMART Wealth LLC Reduced -23,065-23.1k
Cetera Investment Advisers Reduced -22,666-22.7k
INSIGNEO ADVISORY SERVICES, LLC Reduced -22,484-22.5k

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 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Brookstone Capital Management 0.26% of their portfolio WHEATON, IL 396,568396.6k $18.2m $18.2m 0.26% Reduced -16.6k -16,646
2 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 379,067379.1k $17.4m $17.4m 0.01% First filing
3 Janney Montgomery Scott LLC 0.03% of their portfolio PHILADELPHIA, PA 224,729224.7k $10.3m $10.3m 0.03% Reduced -7.0k -7,022
4 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 215,525215.5k $9.9m $9.9m 0.00% Added +369 +369
5 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 177,719177.7k $8.2m $8.2m 0.01% Reduced -4.7k -4,678
6 Foguth Wealth Management, LLC. 2.12% of their portfolio BRIGHTON, MI 173,555173.6k $8.1m $8.1m 2.12% Added +55.6k +55,598
7 Signal Advisors Wealth, LLC 0.87% of their portfolio DETROIT, MI 167,425167.4k $7.7m $7.7m 0.87% Added +45.8k +45,753
8 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 161,741161.7k $7.4m $7.4m 0.00% Added +10.8k +10,784
9 MML INVESTORS SERVICES, LLC 0.03% of their portfolio SPRINGFIELD, MA 158,861158.9k $7.3m $7.3m 0.03% Reduced -2.2k -2,171
10 SMART Wealth LLC 2.33% of their portfolio Omaha, NE 142,894142.9k $6.6m $6.6m 2.33% Reduced -23.1k -23,065
11 McCarthy & Cox 2.12% of their portfolio MARYSVILLE, OH 132,916132.9k $6.1m $6.1m 2.12% Reduced -700 -700
12 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 120,563120.6k $5.5m $5.5m 0.01% Reduced -22.7k -22,666
13 Gallagher Fiduciary Advisors, LLC 1.07% of their portfolio ROLLING MEADOWS, IL 119,575119.6k $5.5m $5.5m 1.07% Added +5.7k +5,675
14 Atria Investments, Inc 0.07% of their portfolio Charlotte, NC 118,893118.9k $5.5m $5.5m 0.07% Added +5.9k +5,937
15 Prosperity Consulting Group, LLC 0.40% of their portfolio OWINGS MILLS, MD 116,097116.1k $5.3m $5.3m 0.40% Reduced -5.0k -5,003
16 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 114,936114.9k $5.3m $5.3m 0.02% Reduced -28.5k -28,484
17 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 105,475105.5k $4.8m $4.8m 0.01% Added +37.7k +37,723
18 Americana Partners, LLC 0.19% of their portfolio Houston, TX 100,012100.0k $4.6m $4.6m 0.19% Added +3.4k +3,405
19 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 99,18099.2k $4.6m $4.6m 0.01% Reduced -504.5k -504,466
20 CWM, LLC 0.02% of their portfolio OMAHA, NE 96,72796.7k $4.4m $4.4m 0.02% Reduced -86.0k -86,008
21 Bison Wealth, LLC 0.47% of their portfolio ATLANTA, GA 84,09884.1k $3.9m $3.9m 0.47% First filing
22 REAP Financial Group, LLC 0.94% of their portfolio AUSTIN, TX 82,23882.2k $3.8m $3.8m 0.94% Reduced -3.3k -3,348
23 Anfield Capital Management, LLC 1.27% of their portfolio IRVINE, CA 76,22276.2k $3.5m $3.5m 1.27% Reduced -2.0k -1,986
24 Plotkin Financial Advisors, LLC 1.92% of their portfolio CHEVY CHASE, MD 70,39870.4k $3.2m $3.2m 1.92% Reduced -9.1k -9,102
25 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 64,92264.9k $3.0m $3.0m 0.02% Reduced -1.4k -1,379
26 1776 Wealth LLC 1.17% of their portfolio ATLANTA, GA 55,60355.6k $2.6m $2.6m 1.17% Unchanged
27 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 52,89352.9k $2.4m $2.4m 0.00% Reduced -4.9k -4,852
28 Keystone Wealth Services, LLC 0.61% of their portfolio PALM DESERT, CA 49,84649.8k $2.3m $2.3m 0.61% Reduced -250 -250
29 Independent Wealth Network Inc. 0.92% of their portfolio URBANDALE, IA 49,35349.4k $2.3m $2.3m 0.92% Reduced -189 -189
30 Prospera Financial Services Inc 0.05% of their portfolio Dallas, TX 47,91947.9k $2.2m $2.2m 0.05% Added +8.7k +8,712
31 Midwest Financial Network, LLC 2.02% of their portfolio TINLEY PARK, IL 42,35142.4k $1.9m $1.9m 2.02% First filing
32 Atria Wealth Solutions, Inc. 0.02% of their portfolio NEW YORK, NY 41,64341.6k $1.9m $1.9m 0.02% Added +7.6k +7,554
33 Sunbelt Securities, Inc. 0.17% of their portfolio HOUSTON, TX 41,56041.6k $1.9m $1.9m 0.17% Reduced -18.6k -18,620
34 Main Street Financial Solutions, LLC 0.18% of their portfolio NEWTOWN, PA 40,09940.1k $1.8m $1.8m 0.18% Reduced -2.9k -2,885
35 OneDigital Investment Advisors LLC 0.02% of their portfolio OVERLAND PARK, KS 35,42735.4k $1.6m $1.6m 0.02% Reduced -15.5k -15,522
36 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 35,17935.2k $1.6m $1.6m 0.01% Added +4.6k +4,633
37 Integrity Financial Corp /WA 0.91% of their portfolio JACKSON, WY 34,45834.5k $1.6m $1.6m 0.91% Reduced -1.3k -1,337
38 STEPHENS INC /AR/ 0.02% of their portfolio LITTLE ROCK, AR 33,49033.5k $1.5m $1.5m 0.02% Reduced -876 -876
39 OPPENHEIMER & CO INC 0.02% of their portfolio NEW YORK, NY 26,34526.3k $1.2m $1.2m 0.02% Added +3 +3
40 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 24,88924.9k $1.1m $1.1m 0.00% Reduced -55 -55
41 Fragasso Financial Advisors Inc 0.08% of their portfolio SEWICKLEY, PA 24,11824.1k $1.1m $1.1m 0.08% Unchanged
42 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.06% of their portfolio BIRMINGHAM, AL 22,81722.8k $1.1m $1.1m 0.06% Reduced -238 -238
43 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 22,52322.5k $1.0m $1.0m 0.00% Reduced -176 -176
44 Tanglewood Legacy Advisors, LLC 0.44% of their portfolio HOUSTON, TX 22,52222.5k $1.0m $1.0m 0.44% Unchanged
45 Marshall Financial Group, LLC 0.24% of their portfolio Hunt Valley, MD 21,39521.4k $982.0k $982.0k 0.24% Reduced -1.8k -1,758
46 Ameritas Advisory Services, LLC 0.03% of their portfolio Lincoln, NE 20,38220.4k $935.5k $935.5k 0.03% Reduced -8.0k -7,993
47 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 19,19319.2k $881.0k $881.0k 0.02% New
48 B. Riley Wealth Advisors, Inc. 0.03% of their portfolio MEMPHIS, TN 19,04619.0k $874.2k $874.2k 0.03% Reduced -500 -500
49 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 18,51818.5k $850.0k $850.0k 0.01% Reduced -9.4k -9,402
50 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 16,89816.9k $775.6k $775.6k 0.02% Reduced -2.0k -2,024
51 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 15,92515.9k $731.0k $731.0k 0.01% Added +100 +100
52 FSB PREMIER WEALTH MANAGEMENT, INC. 0.26% of their portfolio WATERLOO, IA 14,32714.3k $657.6k $657.6k 0.26% Reduced -38 -38
53 THOROUGHBRED FINANCIAL SERVICES, LLC 0.04% of their portfolio BRENTWOOD, TN 14,02514.0k $643.0k $643.0k 0.04% Reduced -900 -900
54 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 13,43013.4k $616.4k $616.4k 0.01% Unchanged
55 FWG Investments, LLC. 0.44% of their portfolio LEXINGTON, KY 12,37412.4k $568.0k $568.0k 0.44% Reduced -461 -461
56 INSIGNEO ADVISORY SERVICES, LLC 0.06% of their portfolio MIAMI, FL 12,29512.3k $564.3k $564.3k 0.06% Reduced -22.5k -22,484
57 SCOTIA CAPITAL INC. 0.00% of their portfolio TORONTO, A6 12,17012.2k $558.6k $558.6k 0.00% Unchanged
58 FOUNDERS FINANCIAL SECURITIES LLC 0.05% of their portfolio TOWSON, MD 11,96612.0k $549.2k $549.2k 0.05% Added +4.7k +4,718
59 TFB Advisors LLC 0.16% of their portfolio OVERLAND PARK, KS 11,95812.0k $548.9k $548.9k 0.16% Added +4.2k +4,194
60 CoreCap Advisors, LLC 0.02% of their portfolio SOUTHFIELD, MI 11,83311.8k $543.1k $543.1k 0.02% Added +1.5k +1,469
61 CENTAURUS FINANCIAL, INC. 0.03% of their portfolio ANAHEIM, CA 11,69211.7k $537.0k $537.0k 0.03% Unchanged
62 Ignite Planners, LLC 0.12% of their portfolio SAN CLEMENTE, CA 11,46311.5k $527.2k $527.2k 0.12% Added +300 +300
63 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 10,98111.0k $506.3k $506.3k 0.01% Added +70 +70
64 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.09% of their portfolio BLUE BELL, PA 10,58510.6k $485.9k $485.9k 0.09% Reduced -1.2k -1,170
65 CREATIVE FINANCIAL DESIGNS INC /ADV 0.04% of their portfolio KOKOMO, IN 10,35210.4k $475.2k $475.2k 0.04% Reduced -308 -308
66 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 10,31910.3k $473.6k $473.6k 0.02% Added +603 +603
67 Archer Investment Corp 0.12% of their portfolio Carmel, IN 10,08610.1k $462.9k $462.9k 0.12% Reduced -166 -166
68 DHJJ Financial Advisors, Ltd. 0.18% of their portfolio NAPERVILLE, IL 9,8929.9k $454.0k $454.0k 0.18% Reduced -1.4k -1,375
69 AssuredPartners Investment Advisors, LLC 0.09% of their portfolio Tampa, FL 9,7379.7k $446.9k $446.9k 0.09% First filing
70 Harvest Investment Services, LLC 0.11% of their portfolio Oakbrook Terrace, IL 9,7169.7k $446.0k $446.0k 0.11% Reduced -264 -264
71 Strategic Blueprint, LLC 0.03% of their portfolio ATLANTA, GA 9,6359.6k $442.2k $442.2k 0.03% Reduced -10 -10
72 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 9,4639.5k $434.4k $434.4k 0.00% New
73 Faithward Advisors, LLC 0.07% of their portfolio LANCASTER, PA 9,4089.4k $431.8k $431.8k 0.07% Reduced -320 -320
74 Bullseye Investment Management, LLC 0.28% of their portfolio CINCINNATI, OH 9,1589.2k $420.3k $420.3k 0.28% New
75 Luken Investment Analytics, LLC 0.19% of their portfolio BRENTWOOD, TN 8,8008.8k $403.9k $403.9k 0.19% Unchanged
76 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 8,5998.6k $394.7k $394.7k 0.01% Reduced -3.6k -3,575
77 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 8,0618.1k $370.0k $370.0k 0.01% Reduced -89.3k -89,330
78 BEACON FINANCIAL GROUP 0.04% of their portfolio DALLAS, TX 7,9948.0k $366.9k $366.9k 0.04% Unchanged
79 McKinley Carter Wealth Services, Inc. 0.02% of their portfolio WHEELING, WV 7,9087.9k $363.0k $363.0k 0.02% Unchanged
80 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 7,3687.4k $338.2k $338.2k 0.00% New
81 HBK Sorce Advisory LLC 0.01% of their portfolio ERIE, PA 7,0307.0k $322.7k $322.7k 0.01% Unchanged
82 CASCADE INVESTMENT GROUP, INC. 0.22% of their portfolio Colorado Springs, CO 6,5936.6k $302.6k $302.6k 0.22% Reduced -80 -80
83 Chris Bulman Inc 0.19% of their portfolio ROSEVILLE, CA 6,3986.4k $293.7k $293.7k 0.19% Added +1.4k +1,426
84 ARBOR CAPITAL MANAGEMENT INC /ADV 0.29% of their portfolio ANCHORAGE, AK 6,3486.3k $293.6k $293.6k 0.29% Added +291 +291
85 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 6,1916.2k $287.9k $287.9k 0.00% Reduced -1.7k -1,697
86 StoneX Group Inc. 0.02% of their portfolio NEW YORK, NY 6,1126.1k $280.5k $280.5k 0.02% Reduced -60 -60
87 Arkadios Wealth Advisors 0.02% of their portfolio ATLANTA, GA 6,0626.1k $278.2k $278.2k 0.02% Reduced -3.3k -3,299
88 1ST SOURCE BANK 0.02% of their portfolio SOUTH BEND, IN 5,8505.8k $268.5k $268.5k 0.02% Unchanged
89 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 5,7435.7k $263.6k $263.6k 0.00% Added +4 +4
90 Orion Portfolio Solutions, LLC 0.00% of their portfolio Omaha, NE 5,7435.7k $263.6k $263.6k 0.00% Added +4 +4
91 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 5,4015.4k $247.9k $247.9k 0.00% Reduced -4.4k -4,414
92 JOURNEY STRATEGIC WEALTH LLC 0.01% of their portfolio SUMMIT, NJ 5,3215.3k $244.2k $244.2k 0.01% Unchanged
93 Mariner, LLC 0.00% of their portfolio Overland Park, KS 5,0175.0k $230.3k $230.3k 0.00% Reduced -662 -662
94 TWO SIGMA SECURITIES, LLC 0.04% of their portfolio NEW YORK, NY 4,9915.0k $229.1k $229.1k 0.04% New
95 Catalina Capital Group, LLC 0.07% of their portfolio Torrance, CA 4,6884.7k $215.2k $215.2k 0.07% Unchanged
96 Pitti Group Wealth Management, LLC 0.22% of their portfolio VICTOR, NY 4,6514.7k $213.5k $213.5k 0.22% Reduced -2.6k -2,650
97 Lion Street Advisors, LLC 0.07% of their portfolio Austin, TX 4,4694.5k $205.1k $205.1k 0.07% New
98 Naviter Wealth, LLC 0.02% of their portfolio LITTLE ROCK, AR 4,4044.4k $202.1k $202.1k 0.02% Reduced -200 -200
99 SOA Wealth Advisors, LLC. 0.03% of their portfolio NEW YORK, NY 3,8543.9k $176.9k $176.9k 0.03% Unchanged
100 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 2,9002.9k $133.0k $133.0k 0.00% Unchanged