Vault-13

FIRST TR EXCHNG TRADED FD VI FJAN

FT VEST US EQT · ETP · CUSIP 33740F623

150 institutional holders +29 vs Q4 2024
7,367,6657.4m shares reported held*
$326.8mreported value*
39 new 68 added 24 reduced 10 sold out net bought ≈ $106.1m (+2.4m 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 ≈ $44.36.

Trends to Q1 2025

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: 121Q1 25: 150150Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202250
Q4 202255
Q1 202380
Q2 202378
Q3 202379
Q4 202386
Q1 2024119
Q2 2024123
Q3 2024118
Q4 2024121
Q1 2025150

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 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 24Q4 24: 34 bought or addedQ4 24: 66 cut or sold outQ1 25: 107 bought or addedQ1 25: 34 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20231845
Q3 20231444
Q4 20231939
Q1 20248322
Q2 20243468
Q3 20242077
Q4 20243466
Q1 202510734

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +561,287+561.3k
Cetera Investment Advisers Added +326,194+326.2k
STEPHENS INC /AR/ Added +303,712+303.7k
RAYMOND JAMES FINANCIAL INC Added +191,547+191.5k
U.S. Capital Wealth Advisors, LLC New +154,850+154.8k
CreativeOne Wealth, LLC Added +122,918+122.9k
Cambridge Investment Research Advisors, Inc. Added +103,064+103.1k
Bleakley Financial Group, LLC New +79,542+79.5k
OSAIC HOLDINGS, INC. Added +75,235+75.2k
Semus Wealth Partners LLC New +69,524+69.5k

Biggest sellers

McCarthy & Cox Reduced -116,203-116.2k
Gallagher Fiduciary Advisors, LLC Reduced -111,531-111.5k
Americana Partners, LLC Sold out -100,012-100.0k
Atria Investments, Inc Reduced -86,582-86.6k
Prosperity Consulting Group, LLC Reduced -27,596-27.6k
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Reduced -22,817-22.8k
OLD MISSION CAPITAL LLC Sold out -19,193-19.2k
Brookstone Capital Management Reduced -10,887-10.9k
Envestnet Portfolio Solutions, Inc. Sold out -9,463-9.5k
Atria Wealth Solutions, Inc. Reduced -8,733-8.7k

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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 776,812776.8k $34.5m $34.5m 0.01% Added +561.3k +561,287
2 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 570,614570.6k $25.3m $25.3m 0.01% Added +191.5k +191,547
3 Cetera Investment Advisers 0.04% of their portfolio SCHAUMBURG, IL 446,757446.8k $19.8m $19.8m 0.04% Added +326.2k +326,194
4 Brookstone Capital Management 0.25% of their portfolio WHEATON, IL 385,681385.7k $17.1m $17.1m 0.25% Reduced -10.9k -10,887
5 STEPHENS INC /AR/ 0.22% of their portfolio LITTLE ROCK, AR 337,202337.2k $15.0m $15.0m 0.22% Added +303.7k +303,712
6 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 245,622245.6k $10.9m $10.9m 0.02% Added +67.9k +67,903
7 Janney Montgomery Scott LLC 0.03% of their portfolio PHILADELPHIA, PA 237,466237.5k $10.5m $10.5m 0.03% Added +12.7k +12,737
8 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 218,000218.0k $9.7m $9.7m 0.03% Added +103.1k +103,064
9 MML INVESTORS SERVICES, LLC 0.03% of their portfolio SPRINGFIELD, MA 198,529198.5k $8.8m $8.8m 0.03% Added +39.7k +39,668
10 Foguth Wealth Management, LLC. 2.06% of their portfolio BRIGHTON, MI 191,372191.4k $8.5m $8.5m 2.06% Added +17.8k +17,817
11 Signal Advisors Wealth, LLC 0.82% of their portfolio DETROIT, MI 188,449188.4k $8.4m $8.4m 0.82% Added +21.0k +21,024
12 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 174,415174.4k $7.7m $7.7m 0.02% Added +75.2k +75,235
13 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 168,774168.8k $7.5m $7.5m 0.00% Added +7.0k +7,033
14 U.S. Capital Wealth Advisors, LLC 0.21% of their portfolio AUSTIN, TX 154,850154.8k $6.9m $6.9m 0.21% New
15 ASSETMARK, INC 0.02% of their portfolio CONCORD, CA 146,079146.1k $6.5m $6.5m 0.02% Added +40.6k +40,604
16 SMART Wealth LLC 2.22% of their portfolio Omaha, NE 139,387139.4k $6.2m $6.2m 2.22% Reduced -3.5k -3,507
17 CreativeOne Wealth, LLC 0.17% of their portfolio OVERLAND PARK, KS 131,517131.5k $5.8m $5.8m 0.17% Added +122.9k +122,918
18 CWM, LLC 0.02% of their portfolio OMAHA, NE 114,011114.0k $5.1m $5.1m 0.02% Added +17.3k +17,284
19 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 105,896105.9k $4.7m $4.7m 0.02% Added +41.0k +40,974
20 REAP Financial Group, LLC 1.00% of their portfolio AUSTIN, TX 90,59290.6k $4.0m $4.0m 1.00% Added +8.4k +8,354
21 Bison Wealth, LLC 0.37% of their portfolio ATLANTA, GA 89,59289.6k $4.0m $4.0m 0.37% Added +5.5k +5,494
22 Prosperity Consulting Group, LLC 0.30% of their portfolio OWINGS MILLS, MD 88,50188.5k $3.9m $3.9m 0.30% Reduced -27.6k -27,596
23 Bleakley Financial Group, LLC 0.11% of their portfolio PARSIPPANY, NJ 79,54279.5k $3.5m $3.5m 0.11% New
24 Anfield Capital Management, LLC 1.24% of their portfolio IRVINE, CA 75,63875.6k $3.4m $3.4m 1.24% Reduced -584 -584
25 Plotkin Financial Advisors, LLC 2.04% of their portfolio CHEVY CHASE, MD 74,96275.0k $3.3m $3.3m 2.04% Added +4.6k +4,564
26 Semus Wealth Partners LLC 2.15% of their portfolio Boca Raton, FL 69,52469.5k $3.1m $3.1m 2.15% New
27 1776 Wealth LLC 1.13% of their portfolio ATLANTA, GA 55,60355.6k $2.5m $2.5m 1.13% Unchanged
28 Keystone Wealth Services, LLC 0.65% of their portfolio PALM DESERT, CA 54,52254.5k $2.4m $2.4m 0.65% Added +4.7k +4,676
29 NEW WAVE WEALTH ADVISORS LLC 1.07% of their portfolio SPRINGDALE, AR 53,88853.9k $2.4m $2.4m 1.07% New
30 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 52,81752.8k $2.3m $2.3m 0.00% Reduced -76 -76
31 Independent Wealth Network Inc. 0.90% of their portfolio URBANDALE, IA 50,66250.7k $2.2m $2.2m 0.90% Added +1.3k +1,309
32 Avior Wealth Management, LLC 0.08% of their portfolio OMAHA, NE 49,18249.2k $2.2m $2.2m 0.08% Added +48.6k +48,563
33 Prospera Financial Services Inc 0.05% of their portfolio Dallas, TX 48,29148.3k $2.1m $2.1m 0.05% Added +372 +372
34 Midwest Financial Network, LLC 2.12% of their portfolio TINLEY PARK, IL 47,96748.0k $2.1m $2.1m 2.12% Added +5.6k +5,616
35 Faithward Advisors, LLC 0.37% of their portfolio LANCASTER, PA 47,45447.5k $2.1m $2.1m 0.37% Added +38.0k +38,046
36 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 46,90646.9k $2.1m $2.1m 0.00% New
37 Sunbelt Securities, Inc. 0.18% of their portfolio HOUSTON, TX 44,88544.9k $2.0m $2.0m 0.18% Added +3.3k +3,325
38 Integrity Financial Corp /WA 1.12% of their portfolio JACKSON, WY 44,46244.5k $2.0m $2.0m 1.12% Added +10.0k +10,004
39 Main Street Financial Solutions, LLC 0.15% of their portfolio NEWTOWN, PA 39,11339.1k $1.7m $1.7m 0.15% Reduced -986 -986
40 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 37,01937.0k $1.6m $1.6m 0.01% Added +1.8k +1,840
41 OneDigital Investment Advisors LLC 0.02% of their portfolio OVERLAND PARK, KS 34,30934.3k $1.5m $1.5m 0.02% Reduced -1.1k -1,118
42 TFB Advisors LLC 0.42% of their portfolio OVERLAND PARK, KS 33,13033.1k $1.5m $1.5m 0.42% Added +21.2k +21,172
43 Atria Wealth Solutions, Inc. 0.02% of their portfolio NEW YORK, NY 32,91032.9k $1.5m $1.5m 0.02% Reduced -8.7k -8,733
44 Atria Investments, Inc 0.02% of their portfolio Charlotte, NC 32,31132.3k $1.4m $1.4m 0.02% Reduced -86.6k -86,582
45 FWG Investments, LLC. 1.60% of their portfolio LEXINGTON, KY 30,81930.8k $1.4m $1.4m 1.60% Added +18.4k +18,445
46 Synergy Asset Management, LLC 0.16% of their portfolio VANCOUVER, WA 28,43528.4k $1.3m $1.3m 0.16% New
47 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 26,82426.8k $1.2m $1.2m 0.00% Added +1.9k +1,935
48 Integrated Advisors Network LLC 0.06% of their portfolio DALLAS, TX 26,26526.3k $1.2m $1.2m 0.06% New
49 Fragasso Financial Advisors Inc 0.09% of their portfolio SEWICKLEY, PA 25,99526.0k $1.2m $1.2m 0.09% Added +1.9k +1,877
50 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 25,96426.0k $1.2m $1.2m 0.00% Added +3.4k +3,441
51 Ignite Planners, LLC 0.22% of their portfolio SAN CLEMENTE, CA 25,77125.8k $1.1m $1.1m 0.22% Added +14.3k +14,308
52 B. Riley Wealth Advisors, Inc. 0.03% of their portfolio MEMPHIS, TN 24,55324.6k $1.1m $1.1m 0.03% Added +5.5k +5,507
53 Ameritas Advisory Services, LLC 0.04% of their portfolio Lincoln, NE 22,92322.9k $1.0m $1.0m 0.04% Added +2.5k +2,541
54 Tanglewood Legacy Advisors, LLC 0.44% of their portfolio HOUSTON, TX 22,52222.5k $998.9k $998.9k 0.44% Unchanged
55 Harvest Investment Services, LLC 0.28% of their portfolio Oakbrook Terrace, IL 22,44222.4k $995.3k $995.3k 0.28% Added +12.7k +12,726
56 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 22,32322.3k $990.0k $990.0k 0.00% New
57 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 22,04722.0k $977.8k $977.8k 0.01% Reduced -4.3k -4,298
58 Arkadios Wealth Advisors 0.04% of their portfolio ATLANTA, GA 21,42421.4k $950.2k $950.2k 0.04% Added +15.4k +15,362
59 Marshall Financial Group, LLC 0.21% of their portfolio Hunt Valley, MD 21,39521.4k $948.9k $948.9k 0.21% Unchanged
60 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 21,25621.3k $942.7k $942.7k 0.01% Added +2.7k +2,738
61 HARBOUR INVESTMENTS, INC. 0.03% of their portfolio MADISON, WI 20,23520.2k $897.4k $897.4k 0.03% Added +3.3k +3,337
62 FSB PREMIER WEALTH MANAGEMENT, INC. 0.33% of their portfolio WATERLOO, IA 19,33919.3k $857.7k $857.7k 0.33% Added +5.0k +5,012
63 CENTAURUS FINANCIAL, INC. 0.05% of their portfolio ANAHEIM, CA 18,17918.2k $806.0k $806.0k 0.05% Added +6.5k +6,487
64 FOUNDERS FINANCIAL SECURITIES LLC 0.06% of their portfolio TOWSON, MD 17,25817.3k $757.3k $757.3k 0.06% Added +5.3k +5,292
65 Apollon Wealth Management, LLC 0.02% of their portfolio MOUNT PLEASANT, SC 17,19517.2k $762.6k $762.6k 0.02% New
66 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 16,73016.7k $742.0k $742.0k 0.01% Added +3.3k +3,300
67 McCarthy & Cox 0.32% of their portfolio MARYSVILLE, OH 16,71316.7k $741.2k $741.2k 0.32% Reduced -116.2k -116,203
68 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 16,24516.2k $720.5k $720.5k 0.01% Added +320 +320
69 Mutual Advisors, LLC 0.02% of their portfolio OMAHA, NE 15,66115.7k $687.5k $687.5k 0.02% Added +4.7k +4,680
70 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.01% of their portfolio IRVING, TX 14,63014.6k $648.8k $648.8k 0.01% New
71 THOROUGHBRED FINANCIAL SERVICES, LLC 0.04% of their portfolio BRENTWOOD, TN 14,37514.4k $637.0k $637.0k 0.04% Added +350 +350
72 Orion Portfolio Solutions, LLC 0.00% of their portfolio Omaha, NE 14,13114.1k $635.6k $635.6k 0.00% Added +8.4k +8,388
73 CoreCap Advisors, LLC 0.03% of their portfolio SOUTHFIELD, MI 12,92512.9k $573.2k $573.2k 0.03% Added +1.1k +1,092
74 Mariner, LLC 0.00% of their portfolio Overland Park, KS 12,73312.7k $564.7k $564.7k 0.00% Added +7.7k +7,716
75 INSIGNEO ADVISORY SERVICES, LLC 0.05% of their portfolio MIAMI, FL 12,00912.0k $532.6k $532.6k 0.05% Reduced -286 -286
76 GREAT VALLEY ADVISOR GROUP, INC. 0.01% of their portfolio WILMINGTON, DE 11,40511.4k $506.0k $506.0k 0.01% New
77 WORLD EQUITY GROUP, INC. 0.14% of their portfolio SCHAUMBURG, IL 11,19311.2k $496.4k $496.4k 0.14% New
78 Grantvest Financial Group LLC 0.40% of their portfolio MATAWAN, NJ 11,07511.1k $491.2k $491.2k 0.40% New
79 CREATIVE FINANCIAL DESIGNS INC /ADV 0.04% of their portfolio KOKOMO, IN 11,07211.1k $491.0k $491.0k 0.04% Added +720 +720
80 KINGSWOOD WEALTH ADVISORS, LLC 0.04% of their portfolio SAN DIEGO, CA 10,92810.9k $485.8k $485.8k 0.04% New
81 DHJJ Financial Advisors, Ltd. 0.19% of their portfolio NAPERVILLE, IL 10,91110.9k $483.9k $483.9k 0.19% Added +1.0k +1,019
82 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 10,66310.7k $472.9k $472.9k 0.01% Added +344 +344
83 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.09% of their portfolio BLUE BELL, PA 10,56010.6k $468.3k $468.3k 0.09% Reduced -25 -25
84 MGO ONE SEVEN LLC 0.02% of their portfolio Beachwood, OH 10,51010.5k $466.1k $466.1k 0.02% New
85 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 10,41610.4k $461.9k $461.9k 0.00% Added +9.2k +9,179
86 NOVEM GROUP 0.06% of their portfolio Rochester, NY 10,28110.3k $456.0k $456.0k 0.06% New
87 Archer Investment Corp 0.12% of their portfolio Carmel, IN 10,08610.1k $447.3k $447.3k 0.12% Unchanged
88 Mission Financial Group, LLC 0.45% of their portfolio HONOLULU, HI 9,7319.7k $490.5k $490.5k 0.45% First filing
89 Sowell Financial Services LLC 0.02% of their portfolio NORTH LITTLE ROCK, AR 9,6949.7k $429.9k $429.9k 0.02% New
90 AssuredPartners Investment Advisors, LLC 0.08% of their portfolio Tampa, FL 9,6789.7k $429.2k $429.2k 0.08% Reduced -59 -59
91 Strategic Blueprint, LLC 0.02% of their portfolio ATLANTA, GA 9,1789.2k $407.0k $407.0k 0.02% Reduced -457 -457
92 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 9,0509.1k $401.4k $401.4k 0.00% Added +7.6k +7,573
93 Luken Investment Analytics, LLC 0.18% of their portfolio BRENTWOOD, TN 8,8008.8k $390.3k $390.3k 0.18% Unchanged
94 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 8,7708.8k $390.1k $390.1k 0.01% Added +8.7k +8,675
95 VestGen Investment Management 0.29% of their portfolio EGG HARBOR TOWNSHIP, NJ 8,7048.7k $386.0k $386.0k 0.29% New
96 LANARK FINANCIAL, INC. 0.03% of their portfolio BIRMINGHAM, AL 8,4248.4k $373.0k $373.0k 0.03% Added +8.4k +8,418
97 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 8,3888.4k $372.0k $372.0k 0.00% Added +2.6k +2,645
98 Savvy Advisors, Inc. 0.04% of their portfolio NEW YORK, NY 8,2778.3k $367.1k $367.1k 0.04% New
99 KRAEMATON INVESTMENT ADVISORS, INC 0.37% of their portfolio BRAINTREE, MA 8,2528.3k $366.0k $366.0k 0.37% New
100 Gallagher Fiduciary Advisors, LLC 0.01% of their portfolio ROLLING MEADOWS, IL 8,0448.0k $356.8k $356.8k 0.01% Reduced -111.5k -111,531