Vault-13

FIRST TR EXCHNG TRADED FD VI FJAN

FT VEST US EQT · ETP · CUSIP 33740F623

163 institutional holders +18 vs Q4 2025
7,856,5187.9m shares reported held*
$396.7mreported value*
27 new 76 added 35 reduced 8 sold out net bought ≈ $112.1m (+2.2m 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 ≈ $50.50.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0100200Q3 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: 145Q1 26: 163163Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026163

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 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 25Q4 25: 33 bought or addedQ4 25: 95 cut or sold outQ1 26: 103 bought or addedQ1 26: 43 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20243468
Q3 20242077
Q4 20243466
Q1 202510734
Q2 20254777
Q3 20254378
Q4 20253395
Q1 202610343

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +382,082+382.1k
Cetera Investment Advisers Added +345,511+345.5k
Rockefeller Capital Management L.P. Added +256,240+256.2k
CWM, LLC Added +195,930+195.9k
First International Bank of Israel Ltd. New +190,000+190.0k
Atria Investments, Inc New +154,116+154.1k
BAM Wealth Management, LLC New +90,857+90.9k
Private Advisor Group, LLC New +85,296+85.3k
Sigma Planning Corp New +70,422+70.4k
Cambridge Investment Research Advisors, Inc. Added +64,806+64.8k

Biggest sellers

STEPHENS INC /AR/ Reduced -251,155-251.2k
RAYMOND JAMES FINANCIAL INC Reduced -118,432-118.4k
Foguth Wealth Management, LLC. Reduced -28,869-28.9k
OLD MISSION CAPITAL LLC Sold out -24,674-24.7k
TFB Advisors LLC Reduced -21,025-21.0k
Strategic Blueprint, LLC Reduced -11,811-11.8k
Midwest Financial Network, LLC Reduced -10,704-10.7k
INTEGRITY ALLIANCE, LLC. Sold out -7,815-7.8k
B. Riley Wealth Advisors, Inc. Sold out -6,275-6.3k
StoneX Group Inc. Sold out -6,212-6.2k

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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 671,987672.0k $33.9m $33.9m 0.01% Added +382.1k +382,082
2 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 608,364608.4k $30.7m $30.7m 0.03% Added +345.5k +345,511
3 Rockefeller Capital Management L.P. 0.04% of their portfolio NEW YORK, NY 419,603419.6k $21.2m $21.2m 0.04% Added +256.2k +256,240
4 Brookstone Capital Management 0.18% of their portfolio WHEATON, IL 316,622316.6k $16.0m $16.0m 0.18% Added +10.8k +10,835
5 CWM, LLC 0.04% of their portfolio OMAHA, NE 294,205294.2k $14.8m $14.8m 0.04% Added +195.9k +195,930
6 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 282,417282.4k $14.2m $14.2m 0.00% Added +32.2k +32,224
7 ASSETMARK, INC 0.03% of their portfolio CONCORD, CA 280,123280.1k $14.1m $14.1m 0.03% Added +27.9k +27,894
8 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 277,420277.4k $14.0m $14.0m 0.00% Reduced -118.4k -118,432
9 Janney Montgomery Scott LLC 0.03% of their portfolio PHILADELPHIA, PA 246,206246.2k $12.4m $12.4m 0.03% Added +980 +980
10 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 220,546220.5k $11.1m $11.1m 0.02% Added +51.8k +51,781
11 MML INVESTORS SERVICES, LLC 0.03% of their portfolio SPRINGFIELD, MA 204,574204.6k $10.3m $10.3m 0.03% Added +16.7k +16,701
12 First International Bank of Israel Ltd. 2.82% of their portfolio TEL AVIV, L3 190,000190.0k $9.6m $9.6m 2.82% New
13 U.S. Capital Wealth Advisors, LLC 0.23% of their portfolio AUSTIN, TX 181,913181.9k $9.2m $9.2m 0.23% Added +25.1k +25,100
14 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 162,908162.9k $8.2m $8.2m 0.02% Added +64.8k +64,806
15 Atria Investments, Inc 0.09% of their portfolio Charlotte, NC 154,116154.1k $7.8m $7.8m 0.09% New
16 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 145,092145.1k $7.3m $7.3m 0.03% Added +45.4k +45,367
17 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 125,731125.7k $6.3m $6.3m 0.01% Reduced -1.1k -1,079
18 STEPHENS INC /AR/ 0.08% of their portfolio LITTLE ROCK, AR 123,980124.0k $6.2m $6.2m 0.08% Reduced -251.2k -251,155
19 REAP Financial Group, LLC 1.22% of their portfolio AUSTIN, TX 122,181122.2k $6.2m $6.2m 1.22% Added +52.0k +52,005
20 SMART Wealth LLC 1.59% of their portfolio Omaha, NE 107,597107.6k $5.4m $5.4m 1.59% Reduced -5.0k -4,965
21 Foguth Wealth Management, LLC. 0.62% of their portfolio BRIGHTON, MI 96,93996.9k $5.4m $5.4m 0.62% Reduced -28.9k -28,869
22 BAM Wealth Management, LLC 3.43% of their portfolio LAKEWOOD, CO 90,85790.9k $4.6m $4.6m 3.43% New
23 Bleakley Financial Group, LLC 0.07% of their portfolio PARSIPPANY, NJ 90,28390.3k $4.6m $4.6m 0.07% Added +14.2k +14,243
24 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 85,29685.3k $4.3m $4.3m 0.02% New
25 Plotkin Financial Advisors, LLC 2.00% of their portfolio CHEVY CHASE, MD 79,11079.1k $4.0m $4.0m 2.00% Added +4.3k +4,307
26 CreativeOne Wealth, LLC 0.08% of their portfolio OVERLAND PARK, KS 70,79670.8k $3.6m $3.6m 0.08% Added +57.3k +57,337
27 Sigma Planning Corp 0.10% of their portfolio ANN ARBOR, MI 70,42270.4k $3.5m $3.5m 0.10% New
28 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 70,10070.1k $3.5m $3.5m 0.00% Added +33.3k +33,275
29 Integrity Financial Corp /WA 1.71% of their portfolio JACKSON, WY 68,03968.0k $3.4m $3.4m 1.71% Added +26.6k +26,566
30 Anfield Capital Management, LLC 0.94% of their portfolio IRVINE, CA 67,64067.6k $3.4m $3.4m 0.94% Reduced -1.5k -1,454
31 MGO ONE SEVEN LLC 0.06% of their portfolio Beachwood, OH 63,01763.0k $3.2m $3.2m 0.06% Added +42.3k +42,288
32 1776 Wealth LLC 1.16% of their portfolio ATLANTA, GA 58,58058.6k $3.0m $3.0m 1.16% Added +82 +82
33 Keystone Wealth Services, LLC 0.59% of their portfolio PALM DESERT, CA 54,27254.3k $2.7m $2.7m 0.59% New
34 Sunbelt Securities, Inc. 0.15% of their portfolio HOUSTON, TX 48,21648.2k $2.4m $2.4m 0.15% Added +3.3k +3,331
35 Independent Wealth Network Inc. 0.71% of their portfolio URBANDALE, IA 47,24047.2k $2.4m $2.4m 0.71% Reduced -507 -507
36 Prospera Financial Services Inc 0.04% of their portfolio Dallas, TX 47,23447.2k $2.4m $2.4m 0.04% Reduced -403 -403
37 Maia Wealth LLC 0.40% of their portfolio DENVER, CO 46,39746.4k $2.3m $2.3m 0.40% Reduced -840 -840
38 Apollon Wealth Management, LLC 0.03% of their portfolio MOUNT PLEASANT, SC 40,20740.2k $2.0m $2.0m 0.03% Added +1.0k +1,033
39 Main Street Financial Solutions, LLC 0.15% of their portfolio NEWTOWN, PA 39,98340.0k $2.0m $2.0m 0.15% Added +1.3k +1,330
40 Faithward Advisors, LLC 0.27% of their portfolio LANCASTER, PA 37,97838.0k $1.9m $1.9m 0.27% Reduced -166 -166
41 HARBOUR INVESTMENTS, INC. 0.03% of their portfolio MADISON, WI 36,29536.3k $1.8m $1.8m 0.03% Added +16.8k +16,751
42 Avior Wealth Management, LLC 0.05% of their portfolio OMAHA, NE 32,52132.5k $1.6m $1.6m 0.05% Reduced -502 -502
43 Integrated Advisors Network LLC 0.08% of their portfolio DALLAS, TX 32,04632.0k $1.6m $1.6m 0.08% Added +6.5k +6,550
44 FWG Investments, LLC. 1.02% of their portfolio LEXINGTON, KY 31,97932.0k $1.6m $1.6m 1.02% Added +1.6k +1,641
45 Mutual Advisors, LLC 0.03% of their portfolio OMAHA, NE 31,90131.9k $1.6m $1.6m 0.03% Added +16.5k +16,515
46 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 30,30230.3k $1.5m $1.5m 0.01% Added +15.0k +15,002
47 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 29,57429.6k $1.5m $1.5m 0.00% Reduced -2.2k -2,245
48 FOUNDERS FINANCIAL SECURITIES LLC 0.08% of their portfolio TOWSON, MD 28,93328.9k $1.5m $1.5m 0.08% Added +2.4k +2,423
49 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 28,29428.3k $1.4m $1.4m 0.00% Added +3.5k +3,459
50 Tanglewood Legacy Advisors, LLC 0.51% of their portfolio HOUSTON, TX 28,16328.2k $1.4m $1.4m 0.51% Added +4.7k +4,668
51 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 27,39727.4k $1.4m $1.4m 0.01% Added +1.2k +1,163
52 Signal Advisors Wealth, LLC 0.09% of their portfolio DETROIT, MI 26,17026.2k $1.3m $1.3m 0.09% Added +18.2k +18,202
53 Fragasso Financial Advisors Inc 0.08% of their portfolio SEWICKLEY, PA 26,13326.1k $1.3m $1.3m 0.08% Added +336 +336
54 Ignite Planners, LLC 0.20% of their portfolio SAN CLEMENTE, CA 25,27525.3k $1.3m $1.3m 0.20% Added +1.5k +1,456
55 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 24,37424.4k $1.2m $1.2m 0.01% Reduced -25 -25
56 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 23,75723.8k $1.2m $1.2m 0.01% Added +13.5k +13,526
57 Synergy Asset Management, LLC 0.12% of their portfolio VANCOUVER, WA 23,12823.1k $1.2m $1.2m 0.12% Reduced -4.8k -4,843
58 MONEY CONCEPTS CAPITAL CORP 0.06% of their portfolio PALM BEACH GARDENS, FL 22,84222.8k $1.2m $1.2m 0.06% Added +3.1k +3,120
59 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 22,45522.5k $1.1m $1.1m 0.00% Added +10.7k +10,674
60 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.01% of their portfolio IRVING, TX 22,17222.2k $1.1m $1.1m 0.01% Added +8.3k +8,292
61 CENTAURUS FINANCIAL, INC. 0.05% of their portfolio ANAHEIM, CA 21,01421.0k $1.1m $1.1m 0.05% Added +3.4k +3,389
62 Marshall Financial Group, LLC 0.17% of their portfolio Hunt Valley, MD 20,67720.7k $1.0m $1.0m 0.17% Unchanged
63 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 20,28020.3k $1.0m $1.0m 0.00% Added +1.9k +1,899
64 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.15% of their portfolio BLUE BELL, PA 20,07420.1k $1.0m $1.0m 0.15% Added +10.3k +10,285
65 VestGen Advisors, LLC 0.03% of their portfolio CHICAGO, IL 20,05820.1k $1.1m $1.1m 0.03% New
66 FSB PREMIER WEALTH MANAGEMENT, INC. 0.31% of their portfolio WATERLOO, IA 19,61019.6k $988.5k $988.5k 0.31% Added +1.8k +1,831
67 Harvest Investment Services, LLC 0.18% of their portfolio Oakbrook Terrace, IL 19,25119.3k $970.4k $970.4k 0.18% Reduced -467 -467
68 VestGen Investment Management 0.52% of their portfolio EGG HARBOR TOWNSHIP, NJ 18,81818.8k $948.6k $948.6k 0.52% New
69 Foundations Investment Advisors, LLC 0.01% of their portfolio PHOENIX, AZ 18,57918.6k $936.6k $936.6k 0.01% Added +13.1k +13,072
70 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 17,78417.8k $896.5k $896.5k 0.01% Reduced -620 -620
71 Midwest Financial Network, LLC 0.70% of their portfolio TINLEY PARK, IL 17,58617.6k $886.5k $886.5k 0.70% Reduced -10.7k -10,704
72 Strategic Blueprint, LLC 0.05% of their portfolio ATLANTA, GA 17,52017.5k $883.2k $883.2k 0.05% Reduced -11.8k -11,811
73 KINTRA WEALTH, LLC 0.06% of their portfolio WILLIAMSPORT, PA 16,97717.0k $855.8k $855.8k 0.06% Unchanged
74 Prosperity Consulting Group, LLC 0.04% of their portfolio OWINGS MILLS, MD 16,91416.9k $852.6k $852.6k 0.04% Reduced -2.7k -2,741
75 Gallagher Fiduciary Advisors, LLC 0.03% of their portfolio ROLLING MEADOWS, IL 16,52316.5k $832.9k $832.9k 0.03% New
76 GREAT VALLEY ADVISOR GROUP, INC. 0.01% of their portfolio WILMINGTON, DE 15,56615.6k $785.0k $785.0k 0.01% Added +1.7k +1,686
77 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 15,43915.4k $778.3k $778.3k 0.00% Added +8.1k +8,126
78 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 15,18015.2k $765.2k $765.2k 0.01% Added +8.8k +8,827
79 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 15,00515.0k $756.4k $756.4k 0.01% Reduced -1.6k -1,550
80 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 14,84614.8k $748.4k $748.4k 0.01% Added +1.4k +1,427
81 Oakmont Advisory Group, LLC 0.76% of their portfolio ALBUQUERQUE, NM 14,78914.8k $745.5k $745.5k 0.76% New
82 CoreCap Advisors, LLC 0.02% of their portfolio SOUTHFIELD, MI 14,37214.4k $724.5k $724.5k 0.02% Reduced -227 -227
83 Chris Bulman Inc 0.31% of their portfolio ROSEVILLE, CA 14,09514.1k $710.5k $710.5k 0.31% Added +10.1k +10,093
84 Savvy Advisors, Inc. 0.02% of their portfolio NEW YORK, NY 14,06414.1k $709.0k $709.0k 0.02% Added +5.9k +5,854
85 INSIGNEO ADVISORY SERVICES, LLC 0.05% of their portfolio MIAMI, FL 14,04914.0k $708.2k $708.2k 0.05% Added +2.3k +2,340
86 Patriot Financial Group Insurance Agency, LLC 0.04% of their portfolio Westborough, MA 13,88013.9k $699.7k $699.7k 0.04% New
87 Outlook Wealth Advisors, LLC 0.17% of their portfolio SHENANDOAH, TX 13,67913.7k $689.6k $689.6k 0.17% New
88 Mariner, LLC 0.00% of their portfolio Overland Park, KS 12,95113.0k $652.9k $652.9k 0.00% Reduced -1.5k -1,533
89 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 12,68112.7k $639.2k $639.2k 0.01% Added +277 +277
90 DHJJ Financial Advisors, Ltd. 0.21% of their portfolio NAPERVILLE, IL 12,62512.6k $636.4k $636.4k 0.21% Added +2.4k +2,375
91 WORLD EQUITY GROUP, INC. 0.15% of their portfolio SCHAUMBURG, IL 11,77711.8k $593.7k $593.7k 0.15% New
92 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 11,77611.8k $593.6k $593.6k 0.02% Added +934 +934
93 KINGSWOOD WEALTH ADVISORS, LLC 0.03% of their portfolio SAN DIEGO, CA 11,41011.4k $575.2k $575.2k 0.03% Added +4.2k +4,174
94 McKinley Carter Wealth Services, Inc. 0.03% of their portfolio WHEELING, WV 11,14511.1k $561.8k $561.8k 0.03% Added +3.2k +3,237
95 NOVEM GROUP 0.06% of their portfolio Rochester, NY 11,13011.1k $561.1k $561.1k 0.06% Added +1.0k +1,000
96 CREATIVE FINANCIAL DESIGNS INC /ADV 0.03% of their portfolio KOKOMO, IN 10,85610.9k $547.3k $547.3k 0.03% Reduced -419 -419
97 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 10,41810.4k $525.2k $525.2k 0.00% Added +3.8k +3,847
98 Keating Financial Advisory Services, Inc. 0.08% of their portfolio MANHATTAN, KS 10,40510.4k $524.5k $524.5k 0.08% Added +830 +830
99 Archer Investment Corp 0.11% of their portfolio Carmel, IN 10,28610.3k $518.5k $518.5k 0.11% Added +200 +200
100 LANARK FINANCIAL, INC. 0.04% of their portfolio BIRMINGHAM, AL 10,13510.1k $510.9k $510.9k 0.04% Added +3.5k +3,493