Vault-13

FIRST TR EXCHNG TRADED FD VI FJAN

FT VEST US EQT · ETP · CUSIP 33740F623

145 institutional holders -5 vs Q1 2025
7,858,9447.9m shares reported held*
$373.5mreported value*
6 new 41 added 67 reduced 10 sold out net bought ≈ $24.4m (+513.5k 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 ≈ $47.53.

Trends to Q2 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: 150Q2 25: 145145Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025145

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 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 24Q1 25: 107 bought or addedQ1 25: 34 cut or sold outQ2 25: 47 bought or addedQ2 25: 77 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20231444
Q4 20231939
Q1 20248322
Q2 20243468
Q3 20242077
Q4 20243466
Q1 202510734
Q2 20254777

Biggest buyers

STEPHENS INC /AR/ Added +197,901+197.9k
Signal Advisors Wealth, LLC Added +110,840+110.8k
Foguth Wealth Management, LLC. Added +102,395+102.4k
ENVESTNET ASSET MANAGEMENT INC Added +50,503+50.5k
ASSETMARK, INC Added +47,609+47.6k
ROYAL BANK OF CANADA Added +45,655+45.7k
LPL Financial LLC Added +41,448+41.4k
Apollon Wealth Management, LLC Added +38,129+38.1k
Rockefeller Capital Management L.P. Added +25,722+25.7k
Cetera Investment Advisers Added +19,638+19.6k

Biggest sellers

NEW WAVE WEALTH ADVISORS LLC Sold out -53,888-53.9k
Atria Wealth Solutions, Inc. Reduced -27,529-27.5k
MML INVESTORS SERVICES, LLC Reduced -24,246-24.2k
Prosperity Consulting Group, LLC Reduced -18,287-18.3k
B. Riley Wealth Advisors, Inc. Reduced -16,978-17.0k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -14,991-15.0k
AE Wealth Management LLC Reduced -12,863-12.9k
Cambridge Investment Research Advisors, Inc. Reduced -12,581-12.6k
Brookstone Capital Management Reduced -12,391-12.4k
Bison Wealth, LLC Reduced -10,454-10.5k

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, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 827,315827.3k $39.3m $39.3m 0.01% Added +50.5k +50,503
2 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 582,716582.7k $27.7m $27.7m 0.01% Added +12.1k +12,102
3 STEPHENS INC /AR/ 0.35% of their portfolio LITTLE ROCK, AR 535,103535.1k $25.4m $25.4m 0.35% Added +197.9k +197,901
4 Cetera Investment Advisers 0.04% of their portfolio SCHAUMBURG, IL 466,395466.4k $22.2m $22.2m 0.04% Added +19.6k +19,638
5 Brookstone Capital Management 0.23% of their portfolio WHEATON, IL 373,290373.3k $17.7m $17.7m 0.23% Reduced -12.4k -12,391
6 Signal Advisors Wealth, LLC 1.11% of their portfolio DETROIT, MI 299,289299.3k $14.2m $14.2m 1.11% Added +110.8k +110,840
7 Foguth Wealth Management, LLC. 2.99% of their portfolio BRIGHTON, MI 293,767293.8k $14.0m $14.0m 2.99% Added +102.4k +102,395
8 Janney Montgomery Scott LLC 0.03% of their portfolio PHILADELPHIA, PA 243,647243.6k $11.6m $11.6m 0.03% Added +6.2k +6,181
9 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 230,631230.6k $11.0m $11.0m 0.01% Reduced -15.0k -14,991
10 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 210,222210.2k $10.0m $10.0m 0.00% Added +41.4k +41,448
11 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 205,419205.4k $9.8m $9.8m 0.03% Reduced -12.6k -12,581
12 ASSETMARK, INC 0.02% of their portfolio CONCORD, CA 193,688193.7k $9.2m $9.2m 0.02% Added +47.6k +47,609
13 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 193,551193.6k $9.1m $9.1m 0.02% Added +19.1k +19,136
14 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 174,283174.3k $8.3m $8.3m 0.02% Reduced -24.2k -24,246
15 U.S. Capital Wealth Advisors, LLC 0.22% of their portfolio AUSTIN, TX 155,678155.7k $7.4m $7.4m 0.22% Added +828 +828
16 SMART Wealth LLC 2.13% of their portfolio Omaha, NE 143,148143.1k $6.8m $6.8m 2.13% Added +3.8k +3,761
17 CreativeOne Wealth, LLC 0.16% of their portfolio OVERLAND PARK, KS 127,356127.4k $6.1m $6.1m 0.16% Reduced -4.2k -4,161
18 CWM, LLC 0.02% of their portfolio OMAHA, NE 108,580108.6k $5.2m $5.2m 0.02% Reduced -5.4k -5,431
19 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 104,232104.2k $5.0m $5.0m 0.02% Reduced -1.7k -1,664
20 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 98,47298.5k $4.7m $4.7m 0.00% Added +45.7k +45,655
21 REAP Financial Group, LLC 0.92% of their portfolio AUSTIN, TX 82,00582.0k $3.9m $3.9m 0.92% Reduced -8.6k -8,587
22 Bleakley Financial Group, LLC 0.10% of their portfolio PARSIPPANY, NJ 79,54279.5k $3.8m $3.8m 0.10% Unchanged
23 Bison Wealth, LLC 0.30% of their portfolio ATLANTA, GA 79,13879.1k $3.8m $3.8m 0.30% Reduced -10.5k -10,454
24 Plotkin Financial Advisors, LLC 1.99% of their portfolio CHEVY CHASE, MD 75,97076.0k $3.6m $3.6m 1.99% Added +1.0k +1,008
25 Anfield Capital Management, LLC 1.17% of their portfolio IRVINE, CA 74,30374.3k $3.5m $3.5m 1.17% Reduced -1.3k -1,335
26 Prosperity Consulting Group, LLC 0.24% of their portfolio OWINGS MILLS, MD 70,21470.2k $3.3m $3.3m 0.24% Reduced -18.3k -18,287
27 Semus Wealth Partners LLC 2.14% of their portfolio Boca Raton, FL 69,52469.5k $3.3m $3.3m 2.14% Unchanged
28 Keystone Wealth Services, LLC 0.68% of their portfolio PALM DESERT, CA 59,59459.6k $2.8m $2.8m 0.68% Added +5.1k +5,072
29 1776 Wealth LLC 1.10% of their portfolio ATLANTA, GA 55,91755.9k $2.7m $2.7m 1.10% Added +314 +314
30 Apollon Wealth Management, LLC 0.05% of their portfolio MOUNT PLEASANT, SC 55,32455.3k $2.6m $2.6m 0.05% Added +38.1k +38,129
31 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 51,68651.7k $2.5m $2.5m 0.00% Added +25.7k +25,722
32 Independent Wealth Network Inc. 0.86% of their portfolio URBANDALE, IA 49,92749.9k $2.4m $2.4m 0.86% Reduced -735 -735
33 Avior Wealth Management, LLC 0.08% of their portfolio OMAHA, NE 48,28248.3k $2.3m $2.3m 0.08% Reduced -900 -900
34 Faithward Advisors, LLC 0.35% of their portfolio LANCASTER, PA 47,42447.4k $2.3m $2.3m 0.35% Reduced -30 -30
35 Integrity Financial Corp /WA 1.09% of their portfolio JACKSON, WY 44,84844.8k $2.1m $2.1m 1.09% Added +386 +386
36 Atria Investments, Inc 0.03% of their portfolio Charlotte, NC 44,59144.6k $2.1m $2.1m 0.03% Added +12.3k +12,280
37 Midwest Financial Network, LLC 1.97% of their portfolio TINLEY PARK, IL 41,81341.8k $2.0m $2.0m 1.97% Reduced -6.2k -6,154
38 Sunbelt Securities, Inc. 0.17% of their portfolio HOUSTON, TX 41,56041.6k $1.9m $1.9m 0.17% Reduced -3.3k -3,325
39 Prospera Financial Services Inc 0.04% of their portfolio Dallas, TX 40,83240.8k $1.9m $1.9m 0.04% Reduced -7.5k -7,459
40 Main Street Financial Solutions, LLC 0.13% of their portfolio NEWTOWN, PA 39,11339.1k $1.9m $1.9m 0.13% Unchanged
41 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 37,20437.2k $1.8m $1.8m 0.00% Reduced -9.7k -9,702
42 FWG Investments, LLC. 1.22% of their portfolio LEXINGTON, KY 33,73533.7k $1.6m $1.6m 1.22% Added +2.9k +2,916
43 OneDigital Investment Advisors LLC 0.02% of their portfolio OVERLAND PARK, KS 33,10633.1k $1.6m $1.6m 0.02% Reduced -1.2k -1,203
44 TFB Advisors LLC 0.39% of their portfolio OVERLAND PARK, KS 31,17231.2k $1.5m $1.5m 0.39% Reduced -2.0k -1,958
45 Synergy Asset Management, LLC 0.15% of their portfolio VANCOUVER, WA 28,00428.0k $1.3m $1.3m 0.15% Reduced -431 -431
46 Harvest Investment Services, LLC 0.30% of their portfolio Oakbrook Terrace, IL 27,86427.9k $1.3m $1.3m 0.30% Added +5.4k +5,422
47 MGO ONE SEVEN LLC 0.04% of their portfolio Beachwood, OH 27,85427.9k $1.3m $1.3m 0.04% Added +17.3k +17,344
48 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 26,33326.3k $1.3m $1.3m 0.00% Reduced -491 -491
49 Fragasso Financial Advisors Inc 0.08% of their portfolio SEWICKLEY, PA 26,08826.1k $1.2m $1.2m 0.08% Added +93 +93
50 Integrated Advisors Network LLC 0.06% of their portfolio DALLAS, TX 25,62625.6k $1.2m $1.2m 0.06% Reduced -639 -639
51 Ignite Planners, LLC 0.21% of their portfolio SAN CLEMENTE, CA 25,44625.4k $1.2m $1.2m 0.21% Reduced -325 -325
52 OPPENHEIMER & CO INC 0.02% of their portfolio NEW YORK, NY 24,34924.3k $1.2m $1.2m 0.02% Added +2.3k +2,302
53 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 24,15624.2k $1.1m $1.1m 0.01% Reduced -12.9k -12,863
54 Tanglewood Legacy Advisors, LLC 0.46% of their portfolio HOUSTON, TX 23,49523.5k $1.1m $1.1m 0.46% Added +973 +973
55 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 23,09323.1k $1.1m $1.1m 0.00% Added +770 +770
56 HARBOUR INVESTMENTS, INC. 0.03% of their portfolio MADISON, WI 22,12622.1k $1.1m $1.1m 0.03% Added +1.9k +1,891
57 Strategic Blueprint, LLC 0.05% of their portfolio ATLANTA, GA 21,56021.6k $1.0m $1.0m 0.05% Added +12.4k +12,382
58 Marshall Financial Group, LLC 0.20% of their portfolio Hunt Valley, MD 21,39521.4k $1.0m $1.0m 0.20% Unchanged
59 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 21,25821.3k $1.0m $1.0m 0.01% Added +2 +2
60 Arkadios Wealth Advisors 0.03% of their portfolio ATLANTA, GA 21,13121.1k $1.0m $1.0m 0.03% Reduced -293 -293
61 FOUNDERS FINANCIAL SECURITIES LLC 0.07% of their portfolio TOWSON, MD 18,77618.8k $892.8k $892.8k 0.07% Added +1.5k +1,518
62 FSB PREMIER WEALTH MANAGEMENT, INC. 0.31% of their portfolio WATERLOO, IA 18,03418.0k $857.5k $857.5k 0.31% Reduced -1.3k -1,305
63 CENTAURUS FINANCIAL, INC. 0.05% of their portfolio ANAHEIM, CA 17,88717.9k $851.0k $851.0k 0.05% Reduced -292 -292
64 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 16,55516.6k $787.2k $787.2k 0.01% Reduced -175 -175
65 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 16,21516.2k $771.0k $771.0k 0.01% Reduced -30 -30
66 McCarthy & Cox 0.20% of their portfolio MARYSVILLE, OH 15,90515.9k $756.3k $756.3k 0.20% Reduced -808 -808
67 Ameritas Advisory Services, LLC 0.04% of their portfolio Lincoln, NE 15,76715.8k $749.7k $749.7k 0.04% Reduced -7.2k -7,156
68 Mutual Advisors, LLC 0.02% of their portfolio OMAHA, NE 15,64615.6k $759.5k $759.5k 0.02% Reduced -15 -15
69 GREAT VALLEY ADVISOR GROUP, INC. 0.02% of their portfolio WILMINGTON, DE 14,78114.8k $703.0k $703.0k 0.02% Added +3.4k +3,376
70 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.01% of their portfolio IRVING, TX 14,63014.6k $695.7k $695.7k 0.01% Unchanged
71 THOROUGHBRED FINANCIAL SERVICES, LLC 0.05% of their portfolio BRENTWOOD, TN 14,35014.3k $682.0k $682.0k 0.05% Reduced -25 -25
72 CoreCap Advisors, LLC 0.03% of their portfolio SOUTHFIELD, MI 13,88313.9k $660.1k $660.1k 0.03% Added +958 +958
73 Gallagher Fiduciary Advisors, LLC 0.02% of their portfolio ROLLING MEADOWS, IL 12,44912.4k $592.0k $592.0k 0.02% Added +4.4k +4,405
74 VestGen Investment Management 0.42% of their portfolio EGG HARBOR TOWNSHIP, NJ 12,31212.3k $585.4k $585.4k 0.42% Added +3.6k +3,608
75 INSIGNEO ADVISORY SERVICES, LLC 0.05% of their portfolio MIAMI, FL 11,70911.7k $556.8k $556.8k 0.05% Reduced -300 -300
76 WORLD EQUITY GROUP, INC. 0.15% of their portfolio SCHAUMBURG, IL 11,55711.6k $549.5k $549.5k 0.15% Added +364 +364
77 CREATIVE FINANCIAL DESIGNS INC /ADV 0.04% of their portfolio KOKOMO, IN 11,26211.3k $535.5k $535.5k 0.04% Added +190 +190
78 Grantvest Financial Group LLC 0.39% of their portfolio MATAWAN, NJ 11,07511.1k $526.6k $526.6k 0.39% Unchanged
79 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 10,98511.0k $522.3k $522.3k 0.00% New
80 Foundations Investment Advisors, LLC 0.01% of their portfolio PHOENIX, AZ 10,98111.0k $522.1k $522.1k 0.01% New
81 DHJJ Financial Advisors, Ltd. 0.19% of their portfolio NAPERVILLE, IL 10,87610.9k $517.2k $517.2k 0.19% Reduced -35 -35
82 Mariner, LLC 0.00% of their portfolio Overland Park, KS 10,81410.8k $514.2k $514.2k 0.00% Reduced -1.9k -1,919
83 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.08% of their portfolio BLUE BELL, PA 10,56010.6k $502.1k $502.1k 0.08% Unchanged
84 KINGSWOOD WEALTH ADVISORS, LLC 0.04% of their portfolio SAN DIEGO, CA 10,52310.5k $500.4k $500.4k 0.04% Reduced -405 -405
85 NOVEM GROUP 0.06% of their portfolio Rochester, NY 10,34110.3k $491.7k $491.7k 0.06% Added +60 +60
86 Archer Investment Corp 0.11% of their portfolio Carmel, IN 10,08610.1k $479.6k $479.6k 0.11% Unchanged
87 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 9,6439.6k $458.5k $458.5k 0.01% New
88 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 9,5179.5k $452.5k $452.5k 0.00% Reduced -899 -899
89 Sowell Financial Services LLC 0.02% of their portfolio NORTH LITTLE ROCK, AR 9,4299.4k $448.3k $448.3k 0.02% Reduced -265 -265
90 AssuredPartners Investment Advisors, LLC 0.10% of their portfolio Tampa, FL 8,8338.8k $420.0k $420.0k 0.10% Reduced -845 -845
91 Luken Investment Analytics, LLC 0.18% of their portfolio BRENTWOOD, TN 8,8008.8k $418.4k $418.4k 0.18% Unchanged
92 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 8,7188.7k $414.5k $414.5k 0.01% Reduced -52 -52
93 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 8,3558.4k $397.3k $397.3k 0.01% Reduced -2.3k -2,308
94 Savvy Advisors, Inc. 0.03% of their portfolio NEW YORK, NY 8,2658.3k $393.0k $393.0k 0.03% Reduced -12 -12
95 McKinley Carter Wealth Services, Inc. 0.02% of their portfolio WHEELING, WV 7,9087.9k $376.0k $376.0k 0.02% Unchanged
96 Bullseye Investment Management, LLC 0.21% of their portfolio CINCINNATI, OH 7,7527.8k $343.8k $343.8k 0.21% Unchanged
97 B. Riley Wealth Advisors, Inc. 0.02% of their portfolio MEMPHIS, TN 7,5757.6k $360.2k $360.2k 0.02% Reduced -17.0k -16,978
98 HBK Sorce Advisory LLC 0.01% of their portfolio ERIE, PA 7,4307.4k $353.3k $353.3k 0.01% Unchanged
99 Csenge Advisory Group 0.02% of their portfolio CLEARWATER, FL 7,2477.2k $333.7k $333.7k 0.02% Reduced -3 -3
100 LANARK FINANCIAL, INC. 0.03% of their portfolio BIRMINGHAM, AL 7,2117.2k $342.0k $342.0k 0.03% Reduced -1.2k -1,213