Vault-13

FIRST TR EXCHNG TRADED FD VI FJAN

FT VEST US EQT · ETP · CUSIP 33740F623

141 institutional holders -4 vs Q2 2025
7,070,4257.1m shares reported held*
$354.3mreported value*
9 new 34 added 66 reduced 12 sold out net sold ≈ $29.0m (-578.8k 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 ≈ $50.11.

Trends to Q3 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: 145Q3 25: 141141Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025141

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q4 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 25Q2 25: 47 bought or addedQ2 25: 77 cut or sold outQ3 25: 43 bought or addedQ3 25: 78 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20231939
Q1 20248322
Q2 20243468
Q3 20242077
Q4 20243466
Q1 202510734
Q2 20254777
Q3 20254378

Biggest buyers

Atria Investments, Inc Added +75,808+75.8k
Synergy Asset Management, LLC Added +56,967+57.0k
ENVESTNET ASSET MANAGEMENT INC Added +38,665+38.7k
ASSETMARK, INC Added +26,288+26.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +23,586+23.6k
LPL Financial LLC Added +22,561+22.6k
JPMORGAN CHASE & CO Added +8,961+9.0k
Grant Street Asset Management, Inc. New +7,864+7.9k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +7,323+7.3k
Envestnet Portfolio Solutions, Inc. Added +7,252+7.3k

Biggest sellers

Signal Advisors Wealth, LLC Reduced -286,547-286.5k
Cambridge Investment Research Advisors, Inc. Reduced -81,934-81.9k
Bison Wealth, LLC Sold out -79,138-79.1k
Semus Wealth Partners LLC Sold out -69,524-69.5k
CreativeOne Wealth, LLC Reduced -69,418-69.4k
ROYAL BANK OF CANADA Reduced -59,764-59.8k
Prosperity Consulting Group, LLC Reduced -48,327-48.3k
Rockefeller Capital Management L.P. Reduced -26,320-26.3k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -25,353-25.4k
OneDigital Investment Advisors LLC Reduced -20,484-20.5k

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, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 865,980866.0k $43.4m $43.4m 0.01% Added +38.7k +38,665
2 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 576,415576.4k $28.9m $28.9m 0.01% Reduced -6.3k -6,301
3 STEPHENS INC /AR/ 0.34% of their portfolio LITTLE ROCK, AR 531,203531.2k $26.6m $26.6m 0.34% Reduced -3.9k -3,900
4 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 473,470473.5k $23.7m $23.7m 0.03% Added +7.1k +7,075
5 Brookstone Capital Management 0.21% of their portfolio WHEATON, IL 357,733357.7k $17.9m $17.9m 0.21% Reduced -15.6k -15,557
6 Janney Montgomery Scott LLC 0.03% of their portfolio PHILADELPHIA, PA 247,365247.4k $12.4m $12.4m 0.03% Added +3.7k +3,718
7 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 232,783232.8k $11.7m $11.7m 0.00% Added +22.6k +22,561
8 ASSETMARK, INC 0.02% of their portfolio CONCORD, CA 219,976220.0k $11.0m $11.0m 0.02% Added +26.3k +26,288
9 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 205,278205.3k $10.3m $10.3m 0.01% Reduced -25.4k -25,353
10 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 194,396194.4k $9.7m $9.7m 0.01% Added +845 +845
11 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 176,673176.7k $8.9m $8.9m 0.02% Added +2.4k +2,390
12 U.S. Capital Wealth Advisors, LLC 0.21% of their portfolio AUSTIN, TX 158,146158.1k $7.9m $7.9m 0.21% Added +2.5k +2,468
13 SMART Wealth LLC 2.36% of their portfolio Omaha, NE 124,623124.6k $6.3m $6.3m 2.36% Reduced -18.5k -18,525
14 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 123,485123.5k $6.2m $6.2m 0.02% Reduced -81.9k -81,934
15 Atria Investments, Inc 0.07% of their portfolio Charlotte, NC 120,399120.4k $6.0m $6.0m 0.07% Added +75.8k +75,808
16 CWM, LLC 0.02% of their portfolio OMAHA, NE 104,621104.6k $5.2m $5.2m 0.02% Reduced -4.0k -3,959
17 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 97,04397.0k $4.9m $4.9m 0.02% Reduced -7.2k -7,189
18 BAM Wealth Management, LLC 3.47% of their portfolio LAKEWOOD, CO 89,30889.3k $4.5m $4.5m 3.47% First filing
19 Synergy Asset Management, LLC 0.15% of their portfolio VANCOUVER, WA 84,97185.0k $4.1m $4.1m 0.15% Added +57.0k +56,967
20 REAP Financial Group, LLC 0.84% of their portfolio AUSTIN, TX 77,04077.0k $3.9m $3.9m 0.84% Reduced -5.0k -4,965
21 Bleakley Financial Group, LLC 0.09% of their portfolio PARSIPPANY, NJ 76,90076.9k $3.9m $3.9m 0.09% Reduced -2.6k -2,642
22 Plotkin Financial Advisors, LLC 1.88% of their portfolio CHEVY CHASE, MD 75,80875.8k $3.8m $3.8m 1.88% Reduced -162 -162
23 Anfield Capital Management, LLC 1.06% of their portfolio IRVINE, CA 71,58371.6k $3.6m $3.6m 1.06% Reduced -2.7k -2,720
24 1776 Wealth LLC 1.12% of their portfolio ATLANTA, GA 57,96158.0k $2.9m $2.9m 1.12% Added +2.0k +2,044
25 CreativeOne Wealth, LLC 0.07% of their portfolio OVERLAND PARK, KS 57,93857.9k $2.9m $2.9m 0.07% Reduced -69.4k -69,418
26 Keystone Wealth Services, LLC 0.61% of their portfolio PALM DESERT, CA 55,99456.0k $2.8m $2.8m 0.61% Reduced -3.6k -3,600
27 Apollon Wealth Management, LLC 0.05% of their portfolio MOUNT PLEASANT, SC 55,01455.0k $2.8m $2.8m 0.05% Reduced -310 -310
28 Independent Wealth Network Inc. 0.80% of their portfolio URBANDALE, IA 49,83349.8k $2.5m $2.5m 0.80% Reduced -94 -94
29 Faithward Advisors, LLC 0.35% of their portfolio LANCASTER, PA 47,38547.4k $2.4m $2.4m 0.35% Reduced -39 -39
30 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 46,67946.7k $2.3m $2.3m 0.00% Added +23.6k +23,586
31 Sunbelt Securities, Inc. 0.16% of their portfolio HOUSTON, TX 44,88544.9k $2.3m $2.3m 0.16% Added +3.3k +3,325
32 Integrity Financial Corp /WA 1.05% of their portfolio JACKSON, WY 44,00744.0k $2.2m $2.2m 1.05% Reduced -841 -841
33 Midwest Financial Network, LLC 1.76% of their portfolio TINLEY PARK, IL 43,18343.2k $2.2m $2.2m 1.76% Added +1.4k +1,370
34 Prospera Financial Services Inc 0.03% of their portfolio Dallas, TX 39,74539.7k $2.0m $2.0m 0.03% Reduced -1.1k -1,087
35 Avior Wealth Management, LLC 0.06% of their portfolio OMAHA, NE 39,02339.0k $2.0m $2.0m 0.06% Reduced -9.3k -9,259
36 Main Street Financial Solutions, LLC 0.12% of their portfolio NEWTOWN, PA 38,73338.7k $1.9m $1.9m 0.12% Reduced -380 -380
37 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 38,70838.7k $1.9m $1.9m 0.00% Reduced -59.8k -59,764
38 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 36,88036.9k $1.8m $1.8m 0.00% Reduced -324 -324
39 FWG Investments, LLC. 1.14% of their portfolio LEXINGTON, KY 33,05233.1k $1.7m $1.7m 1.14% Reduced -683 -683
40 TFB Advisors LLC 0.44% of their portfolio OVERLAND PARK, KS 30,10630.1k $1.5m $1.5m 0.44% Reduced -1.1k -1,066
41 Strategic Blueprint, LLC 0.06% of their portfolio ATLANTA, GA 28,72228.7k $1.4m $1.4m 0.06% Added +7.2k +7,162
42 Fragasso Financial Advisors Inc 0.08% of their portfolio SEWICKLEY, PA 26,04426.0k $1.3m $1.3m 0.08% Reduced -44 -44
43 Integrated Advisors Network LLC 0.05% of their portfolio DALLAS, TX 25,62125.6k $1.3m $1.3m 0.05% Reduced -5 -5
44 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 25,36625.4k $1.3m $1.3m 0.00% Reduced -26.3k -26,320
45 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 25,06525.1k $1.3m $1.3m 0.00% Reduced -1.3k -1,268
46 OPPENHEIMER & CO INC 0.02% of their portfolio NEW YORK, NY 24,65424.7k $1.2m $1.2m 0.02% Added +305 +305
47 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 23,99524.0k $1.2m $1.2m 0.01% Reduced -161 -161
48 HARBOUR INVESTMENTS, INC. 0.03% of their portfolio MADISON, WI 23,96024.0k $1.2m $1.2m 0.03% Added +1.8k +1,834
49 Ignite Planners, LLC 0.19% of their portfolio SAN CLEMENTE, CA 23,51923.5k $1.2m $1.2m 0.19% Reduced -1.9k -1,927
50 Tanglewood Legacy Advisors, LLC 0.46% of their portfolio HOUSTON, TX 23,49523.5k $1.2m $1.2m 0.46% Unchanged
51 FOUNDERS FINANCIAL SECURITIES LLC 0.08% of their portfolio TOWSON, MD 23,47623.5k $1.2m $1.2m 0.08% Added +4.7k +4,700
52 Prosperity Consulting Group, LLC 0.05% of their portfolio OWINGS MILLS, MD 21,88721.9k $1.1m $1.1m 0.05% Reduced -48.3k -48,327
53 Marshall Financial Group, LLC 0.21% of their portfolio Hunt Valley, MD 21,15521.2k $1.1m $1.1m 0.21% Reduced -240 -240
54 MGO ONE SEVEN LLC 0.02% of their portfolio Beachwood, OH 21,15421.2k $1.1m $1.1m 0.02% Reduced -6.7k -6,700
55 Harvest Investment Services, LLC 0.20% of their portfolio Oakbrook Terrace, IL 20,27720.3k $1.0m $1.0m 0.20% Reduced -7.6k -7,587
56 Arkadios Wealth Advisors 0.02% of their portfolio ATLANTA, GA 20,17120.2k $1.0m $1.0m 0.02% Reduced -960 -960
57 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 18,48618.5k $927.2k $927.2k 0.00% Reduced -2.8k -2,772
58 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 18,23718.2k $914.7k $914.7k 0.00% Added +7.3k +7,252
59 CENTAURUS FINANCIAL, INC. 0.04% of their portfolio ANAHEIM, CA 17,88717.9k $897.0k $897.0k 0.04% Unchanged
60 FSB PREMIER WEALTH MANAGEMENT, INC. 0.29% of their portfolio WATERLOO, IA 17,56917.6k $881.2k $881.2k 0.29% Reduced -465 -465
61 McCarthy & Cox 0.19% of their portfolio MARYSVILLE, OH 16,97717.0k $851.5k $851.5k 0.19% Added +1.1k +1,072
62 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 16,55516.6k $830.3k $830.3k 0.01% Unchanged
63 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 15,62515.6k $783.7k $783.7k 0.00% Reduced -590 -590
64 Mutual Advisors, LLC 0.02% of their portfolio OMAHA, NE 15,38615.4k $775.5k $775.5k 0.02% Reduced -260 -260
65 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.01% of their portfolio IRVING, TX 14,63014.6k $733.8k $733.8k 0.01% Unchanged
66 GREAT VALLEY ADVISOR GROUP, INC. 0.01% of their portfolio WILMINGTON, DE 14,60914.6k $733.0k $733.0k 0.01% Reduced -172 -172
67 CoreCap Advisors, LLC 0.03% of their portfolio SOUTHFIELD, MI 14,40514.4k $722.5k $722.5k 0.03% Added +522 +522
68 VestGen Investment Management 0.42% of their portfolio EGG HARBOR TOWNSHIP, NJ 13,99314.0k $701.8k $701.8k 0.42% Added +1.7k +1,681
69 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 12,76212.8k $604.1k $604.1k 0.00% Added +6.2k +6,191
70 Signal Advisors Wealth, LLC 0.06% of their portfolio DETROIT, MI 12,74212.7k $639.1k $639.1k 0.06% Reduced -286.5k -286,547
71 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 12,62212.6k $633.1k $633.1k 0.01% Reduced -20.5k -20,484
72 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 12,17712.2k $610.7k $610.7k 0.01% Added +2.5k +2,534
73 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 12,14412.1k $609.4k $609.4k 0.00% Added +7.3k +7,323
74 Gallagher Fiduciary Advisors, LLC 0.02% of their portfolio ROLLING MEADOWS, IL 12,12612.1k $608.2k $608.2k 0.02% Reduced -323 -323
75 INSIGNEO ADVISORY SERVICES, LLC 0.04% of their portfolio MIAMI, FL 11,70911.7k $587.3k $587.3k 0.04% Unchanged
76 CREATIVE FINANCIAL DESIGNS INC /ADV 0.04% of their portfolio KOKOMO, IN 11,40811.4k $572.2k $572.2k 0.04% Added +146 +146
77 WORLD EQUITY GROUP, INC. 0.13% of their portfolio SCHAUMBURG, IL 11,33411.3k $568.5k $568.5k 0.13% Reduced -223 -223
78 Ameritas Advisory Services, LLC 0.04% of their portfolio Lincoln, NE 11,29511.3k $566.5k $566.5k 0.04% Reduced -4.5k -4,472
79 Foundations Investment Advisors, LLC 0.01% of their portfolio PHOENIX, AZ 10,95311.0k $549.3k $549.3k 0.01% Reduced -28 -28
80 Mariner, LLC 0.00% of their portfolio Overland Park, KS 10,81410.8k $542.4k $542.4k 0.00% Unchanged
81 DHJJ Financial Advisors, Ltd. 0.18% of their portfolio NAPERVILLE, IL 10,64010.6k $533.6k $533.6k 0.18% Reduced -236 -236
82 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.08% of their portfolio BLUE BELL, PA 10,46010.5k $524.6k $524.6k 0.08% Reduced -100 -100
83 NOVEM GROUP 0.06% of their portfolio Rochester, NY 10,28010.3k $515.6k $515.6k 0.06% Reduced -61 -61
84 Archer Investment Corp 0.11% of their portfolio Carmel, IN 10,08610.1k $505.9k $505.9k 0.11% Unchanged
85 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 10,07510.1k $505.0k $505.0k 0.00% Added +3.1k +3,126
86 Grantvest Financial Group LLC 0.34% of their portfolio MATAWAN, NJ 9,9369.9k $498.3k $498.3k 0.34% Reduced -1.1k -1,139
87 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 9,9229.9k $497.6k $497.6k 0.00% Added +9.0k +8,961
88 AssuredPartners Investment Advisors, LLC 0.10% of their portfolio Tampa, FL 8,8338.8k $443.0k $443.0k 0.10% Unchanged
89 Luken Investment Analytics, LLC 0.17% of their portfolio BRENTWOOD, TN 8,8008.8k $441.4k $441.4k 0.17% Unchanged
90 Sowell Financial Services LLC 0.02% of their portfolio NORTH LITTLE ROCK, AR 8,4558.5k $424.1k $424.1k 0.02% Reduced -974 -974
91 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 8,3568.4k $419.1k $419.1k 0.00% Reduced -1.2k -1,161
92 Savvy Advisors, Inc. 0.02% of their portfolio NEW YORK, NY 8,2438.2k $413.4k $413.4k 0.02% Reduced -22 -22
93 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 8,0608.1k $404.2k $404.2k 0.01% Reduced -295 -295
94 McKinley Carter Wealth Services, Inc. 0.02% of their portfolio WHEELING, WV 7,9087.9k $396.6k $396.6k 0.02% Unchanged
95 Grant Street Asset Management, Inc. 0.08% of their portfolio CANONSBURG, PA 7,8647.9k $394.4k $394.4k 0.08% New
96 Bullseye Investment Management, LLC 0.21% of their portfolio CINCINNATI, OH 7,7527.8k $343.8k $343.8k 0.21% Unchanged
97 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 7,6497.6k $383.6k $383.6k 0.00% Added +1.3k +1,274
98 HBK Sorce Advisory LLC 0.01% of their portfolio ERIE, PA 7,4307.4k $371.7k $371.7k 0.01% Unchanged
99 KINGSWOOD WEALTH ADVISORS, LLC 0.02% of their portfolio SAN DIEGO, CA 7,2367.2k $362.9k $362.9k 0.02% Reduced -3.3k -3,287
100 LANARK FINANCIAL, INC. 0.03% of their portfolio BIRMINGHAM, AL 6,8536.9k $343.7k $343.7k 0.03% Reduced -358 -358