Vault-13

FIRST TR EXCHNG TRADED FD VI FJAN

FT VEST US EQT · ETP · CUSIP 33740F623

145 institutional holders +4 vs Q3 2025
5,633,7285.6m shares reported held*
$291.6mreported value*
16 new 17 added 79 reduced 16 sold out net sold ≈ $81.4m (-1.6m 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 ≈ $51.75.

Trends to Q4 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: 141Q4 25: 145145Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 2025145

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q1 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 25Q3 25: 43 bought or addedQ3 25: 78 cut or sold outQ4 25: 33 bought or addedQ4 25: 95 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20248322
Q2 20243468
Q3 20242077
Q4 20243466
Q1 202510734
Q2 20254777
Q3 20254378
Q4 20253395

Biggest buyers

Rockefeller Capital Management L.P. Added +137,997+138.0k
Maia Wealth LLC New +47,237+47.2k
ASSETMARK, INC Added +32,253+32.3k
OLD MISSION CAPITAL LLC New +24,674+24.7k
MONEY CONCEPTS CAPITAL CORP New +19,722+19.7k
LPL Financial LLC Added +17,410+17.4k
KINTRA WEALTH, LLC New +16,977+17.0k
MML INVESTORS SERVICES, LLC Added +11,200+11.2k
Prospera Financial Services Inc Added +7,892+7.9k
INTEGRITY ALLIANCE, LLC. New +7,815+7.8k

Biggest sellers

ENVESTNET ASSET MANAGEMENT INC Reduced -576,075-576.1k
Cetera Investment Advisers Reduced -210,617-210.6k
RAYMOND JAMES FINANCIAL INC Reduced -180,563-180.6k
STEPHENS INC /AR/ Reduced -156,068-156.1k
Atria Investments, Inc Sold out -120,399-120.4k
BAM Wealth Management, LLC Sold out -89,308-89.3k
OSAIC HOLDINGS, INC. Reduced -67,586-67.6k
Synergy Asset Management, LLC Reduced -57,000-57.0k
Keystone Wealth Services, LLC Sold out -55,994-56.0k
Brookstone Capital Management Reduced -51,946-51.9k

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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 395,852395.9k $20.5m $20.5m 0.01% Reduced -180.6k -180,563
2 STEPHENS INC /AR/ 0.24% of their portfolio LITTLE ROCK, AR 375,135375.1k $19.4m $19.4m 0.24% Reduced -156.1k -156,068
3 Brookstone Capital Management 0.18% of their portfolio WHEATON, IL 305,787305.8k $15.8m $15.8m 0.18% Reduced -51.9k -51,946
4 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 289,905289.9k $15.0m $15.0m 0.00% Reduced -576.1k -576,075
5 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 262,853262.9k $13.6m $13.6m 0.01% Reduced -210.6k -210,617
6 ASSETMARK, INC 0.03% of their portfolio CONCORD, CA 252,229252.2k $13.1m $13.1m 0.03% Added +32.3k +32,253
7 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 250,193250.2k $12.9m $12.9m 0.00% Added +17.4k +17,410
8 Janney Montgomery Scott LLC 0.03% of their portfolio PHILADELPHIA, PA 245,226245.2k $12.7m $12.7m 0.03% Reduced -2.1k -2,139
9 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 187,873187.9k $9.7m $9.7m 0.02% Added +11.2k +11,200
10 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 168,765168.8k $8.7m $8.7m 0.01% Reduced -36.5k -36,513
11 Rockefeller Capital Management L.P. 0.02% of their portfolio NEW YORK, NY 163,363163.4k $8.5m $8.5m 0.02% Added +138.0k +137,997
12 U.S. Capital Wealth Advisors, LLC 0.21% of their portfolio AUSTIN, TX 156,813156.8k $8.1m $8.1m 0.21% Reduced -1.3k -1,333
13 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 126,810126.8k $6.6m $6.6m 0.01% Reduced -67.6k -67,586
14 Foguth Wealth Management, LLC. 1.01% of their portfolio BRIGHTON, MI 125,808125.8k $6.5m $6.5m 1.01% First filing
15 SMART Wealth LLC 1.78% of their portfolio Omaha, NE 112,562112.6k $5.8m $5.8m 1.78% Reduced -12.1k -12,061
16 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 99,72599.7k $5.2m $5.2m 0.02% Added +2.7k +2,682
17 CWM, LLC 0.01% of their portfolio OMAHA, NE 98,27598.3k $5.1m $5.1m 0.01% Reduced -6.3k -6,346
18 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 98,10298.1k $5.1m $5.1m 0.01% Reduced -25.4k -25,383
19 Bleakley Financial Group, LLC 0.07% of their portfolio PARSIPPANY, NJ 76,04076.0k $3.9m $3.9m 0.07% Reduced -860 -860
20 Plotkin Financial Advisors, LLC 1.89% of their portfolio CHEVY CHASE, MD 74,80374.8k $3.9m $3.9m 1.89% Reduced -1.0k -1,005
21 REAP Financial Group, LLC 0.74% of their portfolio AUSTIN, TX 70,17670.2k $3.6m $3.6m 0.74% Reduced -6.9k -6,864
22 Anfield Capital Management, LLC 1.13% of their portfolio IRVINE, CA 69,09469.1k $3.6m $3.6m 1.13% Reduced -2.5k -2,489
23 1776 Wealth LLC 1.14% of their portfolio ATLANTA, GA 58,49858.5k $3.0m $3.0m 1.14% Added +537 +537
24 Independent Wealth Network Inc. 0.75% of their portfolio URBANDALE, IA 47,74747.7k $2.5m $2.5m 0.75% Reduced -2.1k -2,086
25 Prospera Financial Services Inc 0.04% of their portfolio Dallas, TX 47,63747.6k $2.5m $2.5m 0.04% Added +7.9k +7,892
26 Maia Wealth LLC 0.42% of their portfolio DENVER, CO 47,23747.2k $2.4m $2.4m 0.42% New
27 Sunbelt Securities, Inc. 0.15% of their portfolio HOUSTON, TX 44,88544.9k $2.3m $2.3m 0.15% Unchanged
28 Integrity Financial Corp /WA 1.09% of their portfolio JACKSON, WY 41,47341.5k $2.1m $2.1m 1.09% Reduced -2.5k -2,534
29 Apollon Wealth Management, LLC 0.04% of their portfolio MOUNT PLEASANT, SC 39,17439.2k $2.0m $2.0m 0.04% Reduced -15.8k -15,840
30 Main Street Financial Solutions, LLC 0.15% of their portfolio NEWTOWN, PA 38,65338.7k $2.0m $2.0m 0.15% Reduced -80 -80
31 Faithward Advisors, LLC 0.29% of their portfolio LANCASTER, PA 38,14438.1k $2.0m $2.0m 0.29% Reduced -9.2k -9,241
32 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 36,82536.8k $1.9m $1.9m 0.00% Reduced -55 -55
33 Avior Wealth Management, LLC 0.05% of their portfolio OMAHA, NE 33,02333.0k $1.7m $1.7m 0.05% Reduced -6.0k -6,000
34 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 31,81931.8k $1.6m $1.6m 0.00% Reduced -6.9k -6,889
35 FWG Investments, LLC. 1.00% of their portfolio LEXINGTON, KY 30,33830.3k $1.6m $1.6m 1.00% Reduced -2.7k -2,714
36 Strategic Blueprint, LLC 0.09% of their portfolio ATLANTA, GA 29,33129.3k $1.5m $1.5m 0.09% Added +609 +609
37 TFB Advisors LLC 0.42% of their portfolio OVERLAND PARK, KS 29,29029.3k $1.5m $1.5m 0.42% Reduced -816 -816
38 Midwest Financial Network, LLC 1.13% of their portfolio TINLEY PARK, IL 28,29028.3k $1.5m $1.5m 1.13% Reduced -14.9k -14,893
39 Synergy Asset Management, LLC 0.15% of their portfolio VANCOUVER, WA 27,97128.0k $1.4m $1.4m 0.15% Reduced -57.0k -57,000
40 FOUNDERS FINANCIAL SECURITIES LLC 0.08% of their portfolio TOWSON, MD 26,51026.5k $1.4m $1.4m 0.08% Added +3.0k +3,034
41 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 26,23426.2k $1.4m $1.4m 0.01% Added +2.2k +2,239
42 Fragasso Financial Advisors Inc 0.08% of their portfolio SEWICKLEY, PA 25,79725.8k $1.3m $1.3m 0.08% Reduced -247 -247
43 Integrated Advisors Network LLC 0.06% of their portfolio DALLAS, TX 25,49625.5k $1.3m $1.3m 0.06% Reduced -125 -125
44 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 24,83524.8k $1.3m $1.3m 0.00% Reduced -230 -230
45 OLD MISSION CAPITAL LLC 0.05% of their portfolio CHICAGO, IL 24,67424.7k $1.3m $1.3m 0.05% New
46 OPPENHEIMER & CO INC 0.02% of their portfolio NEW YORK, NY 24,39924.4k $1.3m $1.3m 0.02% Reduced -255 -255
47 Ignite Planners, LLC 0.19% of their portfolio SAN CLEMENTE, CA 23,81923.8k $1.2m $1.2m 0.19% Added +300 +300
48 Tanglewood Legacy Advisors, LLC 0.46% of their portfolio HOUSTON, TX 23,49523.5k $1.2m $1.2m 0.46% Unchanged
49 MGO ONE SEVEN LLC 0.02% of their portfolio Beachwood, OH 20,72920.7k $1.1m $1.1m 0.02% Reduced -425 -425
50 Marshall Financial Group, LLC 0.21% of their portfolio Hunt Valley, MD 20,67720.7k $1.1m $1.1m 0.21% Reduced -478 -478
51 MONEY CONCEPTS CAPITAL CORP 0.06% of their portfolio PALM BEACH GARDENS, FL 19,72219.7k $1.0m $1.0m 0.06% New
52 Harvest Investment Services, LLC 0.19% of their portfolio Oakbrook Terrace, IL 19,71819.7k $1.0m $1.0m 0.19% Reduced -559 -559
53 Prosperity Consulting Group, LLC 0.05% of their portfolio OWINGS MILLS, MD 19,65519.7k $1.0m $1.0m 0.05% Reduced -2.2k -2,232
54 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 19,54419.5k $1.0m $1.0m 0.02% Reduced -4.4k -4,416
55 Arkadios Wealth Advisors 0.02% of their portfolio ATLANTA, GA 18,40418.4k $952.4k $952.4k 0.02% Reduced -1.8k -1,767
56 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 18,38118.4k $951.2k $951.2k 0.00% Reduced -105 -105
57 FSB PREMIER WEALTH MANAGEMENT, INC. 0.29% of their portfolio WATERLOO, IA 17,77917.8k $920.1k $920.1k 0.29% Added +210 +210
58 CENTAURUS FINANCIAL, INC. 0.04% of their portfolio ANAHEIM, CA 17,62517.6k $912.0k $912.0k 0.04% Reduced -262 -262
59 KINTRA WEALTH, LLC 0.12% of their portfolio WILLIAMSPORT, PA 16,97717.0k $878.6k $878.6k 0.12% New
60 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 16,55516.6k $856.7k $856.7k 0.01% Unchanged
61 Mutual Advisors, LLC 0.02% of their portfolio OMAHA, NE 15,38615.4k $796.2k $796.2k 0.02% Unchanged
62 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 15,30015.3k $791.8k $791.8k 0.00% Reduced -325 -325
63 CoreCap Advisors, LLC 0.03% of their portfolio SOUTHFIELD, MI 14,59914.6k $755.5k $755.5k 0.03% Added +194 +194
64 Mariner, LLC 0.00% of their portfolio Overland Park, KS 14,48414.5k $749.5k $749.5k 0.00% Added +3.7k +3,670
65 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.00% of their portfolio IRVING, TX 13,88013.9k $718.3k $718.3k 0.00% Reduced -750 -750
66 GREAT VALLEY ADVISOR GROUP, INC. 0.01% of their portfolio WILMINGTON, DE 13,88013.9k $718.0k $718.0k 0.01% Reduced -729 -729
67 CreativeOne Wealth, LLC 0.02% of their portfolio OVERLAND PARK, KS 13,45913.5k $696.5k $696.5k 0.02% Reduced -44.5k -44,479
68 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 13,41913.4k $694.4k $694.4k 0.01% Added +1.2k +1,242
69 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 12,40412.4k $641.9k $641.9k 0.01% Reduced -218 -218
70 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 11,78111.8k $613.1k $613.1k 0.00% Reduced -363 -363
71 INSIGNEO ADVISORY SERVICES, LLC 0.04% of their portfolio MIAMI, FL 11,70911.7k $605.9k $605.9k 0.04% Unchanged
72 CREATIVE FINANCIAL DESIGNS INC /ADV 0.04% of their portfolio KOKOMO, IN 11,27511.3k $583.5k $583.5k 0.04% Reduced -133 -133
73 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 10,84210.8k $561.1k $561.1k 0.02% Reduced -453 -453
74 DHJJ Financial Advisors, Ltd. 0.18% of their portfolio NAPERVILLE, IL 10,25010.2k $530.4k $530.4k 0.18% Reduced -390 -390
75 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 10,23110.2k $529.0k $529.0k 0.00% Added +156 +156
76 NOVEM GROUP 0.06% of their portfolio Rochester, NY 10,13010.1k $524.2k $524.2k 0.06% Reduced -150 -150
77 Archer Investment Corp 0.12% of their portfolio Carmel, IN 10,08610.1k $522.0k $522.0k 0.12% Unchanged
78 Grantvest Financial Group LLC 0.32% of their portfolio MATAWAN, NJ 9,7919.8k $506.7k $506.7k 0.32% Reduced -145 -145
79 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.07% of their portfolio BLUE BELL, PA 9,7899.8k $506.6k $506.6k 0.07% Reduced -671 -671
80 Keating Financial Advisory Services, Inc. 0.07% of their portfolio MANHATTAN, KS 9,5759.6k $495.5k $495.5k 0.07% First filing
81 AssuredPartners Investment Advisors, LLC 0.07% of their portfolio Tampa, FL 8,8338.8k $457.1k $457.1k 0.07% Unchanged
82 Luken Investment Analytics, LLC 0.18% of their portfolio BRENTWOOD, TN 8,8008.8k $455.4k $455.4k 0.18% Unchanged
83 Savvy Advisors, Inc. 0.01% of their portfolio NEW YORK, NY 8,2108.2k $424.9k $424.9k 0.01% Reduced -33 -33
84 Signal Advisors Wealth, LLC 0.03% of their portfolio DETROIT, MI 7,9688.0k $412.3k $412.3k 0.03% Reduced -4.8k -4,774
85 McKinley Carter Wealth Services, Inc. 0.02% of their portfolio WHEELING, WV 7,9087.9k $409.2k $409.2k 0.02% Unchanged
86 Grant Street Asset Management, Inc. 0.08% of their portfolio CANONSBURG, PA 7,8647.9k $407.0k $407.0k 0.08% Unchanged
87 INTEGRITY ALLIANCE, LLC. 0.01% of their portfolio Urbandale, IA 7,8157.8k $404.4k $404.4k 0.01% New
88 Bison Wealth, LLC 0.04% of their portfolio ATLANTA, GA 7,5907.6k $381.5k $381.5k 0.04% New
89 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 7,3137.3k $378.4k $378.4k 0.00% Reduced -1.0k -1,043
90 KINGSWOOD WEALTH ADVISORS, LLC 0.02% of their portfolio SAN DIEGO, CA 7,2367.2k $374.5k $374.5k 0.02% Unchanged
91 HBK Sorce Advisory LLC 0.01% of their portfolio ERIE, PA 7,1307.1k $372.7k $372.7k 0.01% Reduced -300 -300
92 Sowell Financial Services LLC 0.01% of their portfolio NORTH LITTLE ROCK, AR 7,0077.0k $362.6k $362.6k 0.01% Reduced -1.4k -1,448
93 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 6,8956.9k $356.8k $356.8k 0.01% Reduced -1.2k -1,165
94 THOROUGHBRED FINANCIAL SERVICES, LLC 0.02% of their portfolio BRENTWOOD, TN 6,6506.7k $344.0k $344.0k 0.02% Unchanged
95 LANARK FINANCIAL, INC. 0.03% of their portfolio BIRMINGHAM, AL 6,6426.6k $343.7k $343.7k 0.03% Reduced -211 -211
96 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 6,5716.6k $340.0k $340.0k 0.00% Reduced -6.2k -6,191
97 SOA Wealth Advisors, LLC. 0.06% of their portfolio NEW YORK, NY 6,4136.4k $331.9k $331.9k 0.06% Reduced -330 -330
98 Concurrent Investment Advisors, LLC 0.00% of their portfolio Tampa, FL 6,3536.4k $328.8k $328.8k 0.00% Added +1.3k +1,347
99 1ST SOURCE BANK 0.02% of their portfolio SOUTH BEND, IN 6,2786.3k $324.9k $324.9k 0.02% Unchanged
100 B. Riley Wealth Advisors, Inc. 0.02% of their portfolio MEMPHIS, TN 6,2756.3k $324.7k $324.7k 0.02% New