Vault-13

FIRST TR EXCHNG TRADED FD VI DJAN

FT VEST US · ETP · CUSIP 33740F631

117 institutional holders -5 vs Q1 2026
4,302,1704.3m shares reported held*
$195.8mreported value*
8 new 29 added 52 reduced 11 sold out net sold ≈ $7.1m (-155.7k 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 ($3.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $45.52.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 47Q4 22: 52Q1 23: 70Q2 23: 65Q3 23: 62Q4 23: 61Q1 24: 83Q2 24: 85Q3 24: 82Q4 24: 87Q1 25: 108Q2 25: 110Q3 25: 104Q4 25: 109Q1 26: 122Q2 26: 117117Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202247
Q4 202252
Q1 202370
Q2 202365
Q3 202362
Q4 202361
Q1 202483
Q2 202485
Q3 202482
Q4 202487
Q1 2025108
Q2 2025110
Q3 2025104
Q4 2025109
Q1 2026122
Q2 2026117

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 24: 21 bought or addedQ3 24: 44 cut or sold outQ4 24: 17 bought or addedQ4 24: 45 cut or sold outQ4 24Q1 25: 64 bought or addedQ1 25: 33 cut or sold outQ2 25: 46 bought or addedQ2 25: 46 cut or sold outQ2 25Q3 25: 25 bought or addedQ3 25: 61 cut or sold outQ4 25: 34 bought or addedQ4 25: 56 cut or sold outQ4 25Q1 26: 65 bought or addedQ1 26: 38 cut or sold outQ2 26: 37 bought or addedQ2 26: 63 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20242144
Q4 20241745
Q1 20256433
Q2 20254646
Q3 20252561
Q4 20253456
Q1 20266538
Q2 20263763

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +59,801+59.8k
LPL Financial LLC Added +54,833+54.8k
JPMORGAN CHASE & CO Added +45,495+45.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +41,730+41.7k
HRT FINANCIAL LP New +15,179+15.2k
Ameritas Advisory Services, LLC Added +11,038+11.0k
MML INVESTORS SERVICES, LLC Added +10,607+10.6k
FOUNDERS FINANCIAL SECURITIES LLC Added +9,551+9.6k
Apollon Wealth Management, LLC Added +8,188+8.2k
Cambridge Investment Research Advisors, Inc. Added +7,899+7.9k

Biggest sellers

Per Stirling Capital Management, LLC. Reduced -202,896-202.9k
Horizon Investments, LLC Reduced -63,705-63.7k
Brookstone Capital Management Reduced -32,076-32.1k
SMART Wealth LLC Reduced -26,038-26.0k
JANE STREET GROUP, LLC Sold out -18,633-18.6k
Orion Porfolio Solutions, LLC Sold out -11,917-11.9k
TRUIST FINANCIAL CORP Reduced -11,651-11.7k
Oakmont Advisory Group, LLC Sold out -10,001-10.0k
RAYMOND JAMES FINANCIAL INC Reduced -9,894-9.9k
Mariner, LLC Reduced -7,410-7.4k

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 +5.9 pts · filed 2026-10-07 39.6% +5.9 pts 3.8m≈ $174.4m 2026-10-07
Brookstone Capital Management 13G · institution filed 2025-01-08 7.7% 420.4k≈ $19.1m 2025-01-08

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 First International Bank of Israel Ltd. 8.44% of their portfolio TEL AVIV, L3 680,000680.0k $31.0m $31.0m 8.44% Unchanged
2 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 353,872353.9k $16.1m $16.1m 0.00% Added +59.8k +59,801
3 Brookstone Capital Management 0.13% of their portfolio WHEATON, IL 291,901291.9k $13.3m $13.3m 0.13% Reduced -32.1k -32,076
4 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 232,988233.0k $10.6m $10.6m 0.01% Added +958 +958
5 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 207,299207.3k $9.4m $9.4m 0.02% Added +10.6k +10,607
6 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 197,622197.6k $9.0m $9.0m 0.00% Added +54.8k +54,833
7 PRECEDENT WEALTH PARTNERS, LLC 0.93% of their portfolio HOUSTON, TX 122,246122.2k $5.6m $5.6m 0.93% Reduced -2.2k -2,194
8 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 115,604115.6k $5.3m $5.3m 0.02% Reduced -6.0k -6,048
9 Advisory Services Network, LLC 0.05% of their portfolio ATLANTA, GA 105,691105.7k $4.8m $4.8m 0.05% Added +418 +418
10 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 104,532104.5k $4.8m $4.8m 0.00% Reduced -9.9k -9,894
11 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 94,57294.6k $4.3m $4.3m 0.01% Reduced -5.0k -4,952
12 IFP Advisors, Inc 0.08% of their portfolio TAMPA, FL 91,37691.4k $4.2m $4.2m 0.08% Added +315 +315
13 SMART Wealth LLC 0.89% of their portfolio Omaha, NE 90,89690.9k $4.1m $4.1m 0.89% Reduced -26.0k -26,038
14 FOUNDERS FINANCIAL SECURITIES LLC 0.20% of their portfolio TOWSON, MD 85,52585.5k $3.9m $3.9m 0.20% Added +9.6k +9,551
15 Horizon Investments, LLC 0.04% of their portfolio Charlotte, NC 85,52585.5k $3.9m $3.9m 0.04% Reduced -63.7k -63,705
16 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 73,96574.0k $3.4m $3.4m 0.00% Added +7.9k +7,899
17 Commonwealth Financial Services, LLC 0.39% of their portfolio VIENNA, WV 64,32964.3k $2.9m $2.9m 0.39% Reduced -7.2k -7,198
18 BEACON FINANCIAL GROUP 0.26% of their portfolio DALLAS, TX 62,67362.7k $2.9m $2.9m 0.26% Reduced -6.1k -6,057
19 Wood Tarver Financial Group, LLC 0.61% of their portfolio BOISE, ID 56,58956.6k $2.6m $2.6m 0.61% Added +7.3k +7,345
20 HARBOUR INVESTMENTS, INC. 0.03% of their portfolio MADISON, WI 55,82955.8k $2.5m $2.5m 0.03% Added +27 +27
21 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 51,13051.1k $2.3m $2.3m 0.00% Reduced -2.4k -2,367
22 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 45,98246.0k $2.1m $2.1m 0.00% Added +45.5k +45,495
23 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 41,73041.7k $1.9m $1.9m 0.00% New
24 Strategic Blueprint, LLC 0.09% of their portfolio ATLANTA, GA 41,64441.6k $1.9m $1.9m 0.09% Added +5.7k +5,737
25 REAP Financial Group, LLC 0.32% of their portfolio AUSTIN, TX 40,60140.6k $1.8m $1.8m 0.32% Reduced -3.7k -3,727
26 Spectrum Asset Management, Inc. (NB/CA) 0.51% of their portfolio NEWPORT BEACH, CA 40,03240.0k $1.8m $1.8m 0.51% Reduced -660 -660
27 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 38,15438.2k $1.7m $1.7m 0.01% Reduced -1.0k -1,000
28 Lionshead Wealth Management, LLC 1.09% of their portfolio New York, NY 36,92736.9k $1.7m $1.7m 1.09% Reduced -328 -328
29 Apollon Wealth Management, LLC 0.02% of their portfolio MOUNT PLEASANT, SC 36,44736.4k $1.7m $1.7m 0.02% Added +8.2k +8,188
30 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 34,06734.1k $1.6m $1.6m 0.00% Reduced -11.7k -11,651
31 Comprehensive Financial Consultants Institutional, Inc. 0.39% of their portfolio Bloomington, IN 32,31032.3k $1.5m $1.5m 0.39% Reduced -4.6k -4,638
32 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 30,00030.0k $1.4m $1.4m 0.00% Reduced -3.6k -3,573
33 1ST SOURCE BANK 0.05% of their portfolio SOUTH BEND, IN 26,54426.5k $1.2m $1.2m 0.05% Added +90 +90
34 Falcon Wealth Planning 0.07% of their portfolio Ontario, CA 23,38623.4k $1.1m $1.1m 0.07% Unchanged
35 Waverly Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 22,23722.2k $1.0m $1.0m 0.01% Reduced -246 -246
36 Kovack Advisors, Inc. 0.05% of their portfolio FT. LAUDERDALE, FL 21,58521.6k $982.4k $982.4k 0.05% Added +1.1k +1,079
37 GREAT VALLEY ADVISOR GROUP, INC. 0.01% of their portfolio WILMINGTON, DE 20,25020.2k $922.0k $922.0k 0.01% Reduced -150 -150
38 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 19,76319.8k $899.7k $899.7k 0.01% Reduced -220 -220
39 Integrity Financial Corp /WA 0.43% of their portfolio JACKSON, WY 19,60819.6k $892.6k $892.6k 0.43% Reduced -184 -184
40 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 19,36119.4k $881.4k $881.4k 0.02% Added +3.5k +3,488
41 Tanglewood Legacy Advisors, LLC 0.28% of their portfolio HOUSTON, TX 19,34019.3k $880.4k $880.4k 0.28% Unchanged
42 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 18,68018.7k $850.4k $850.4k 0.02% Added +11.0k +11,038
43 Keystone Wealth Services, LLC 0.15% of their portfolio PALM DESERT, CA 18,08018.1k $823.1k $823.1k 0.15% Reduced -838 -838
44 Robertson Stephens Wealth Management, LLC 0.02% of their portfolio San Francisco, CA 16,35016.4k $744.3k $744.3k 0.02% Reduced -800 -800
45 Buck Wealth Strategies, LLC 0.08% of their portfolio DENVER, CO 15,78215.8k $718.5k $718.5k 0.08% Unchanged
46 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 15,17915.2k $691.0k $691.0k 0.00% New
47 Geneos Wealth Management Inc. 0.01% of their portfolio ENGLEWOOD, CO 14,48714.5k $659.5k $659.5k 0.01% Added +327 +327
48 Per Stirling Capital Management, LLC. 0.06% of their portfolio AUSTIN, TX 13,94713.9k $634.9k $634.9k 0.06% Reduced -202.9k -202,896
49 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 13,81613.8k $629.0k $629.0k 0.01% Reduced -273 -273
50 LifeWealth Investments, LLC 0.17% of their portfolio WINTER GARDEN, FL 13,57113.6k $617.8k $617.8k 0.17% Reduced -198 -198
51 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 13,38513.4k $609.3k $609.3k 0.01% Added +1.1k +1,113
52 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 13,38513.4k $609.3k $609.3k 0.00% Added +460 +460
53 Mariner, LLC 0.00% of their portfolio Overland Park, KS 13,25513.3k $603.4k $603.4k 0.00% Reduced -7.4k -7,410
54 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 12,83212.8k $584.2k $584.2k 0.00% Added +6.1k +6,067
55 Sequent Planning LLC 0.12% of their portfolio OMAHA, NE 12,48212.5k $568.2k $568.2k 0.12% Reduced -45 -45
56 Camelot Portfolios, LLC 0.40% of their portfolio Maumee, OH 12,40012.4k $564.5k $564.5k 0.40% Unchanged
57 VICUS CAPITAL 0.04% of their portfolio STATE COLLEGE, PA 12,25512.3k $557.9k $557.9k 0.04% Added +1.2k +1,246
58 EVOLUTION WEALTH MANAGEMENT INC. 0.31% of their portfolio FORT MYERS, FL 11,47311.5k $522.3k $522.3k 0.31% Reduced -6 -6
59 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.00% of their portfolio IRVING, TX 11,00011.0k $500.7k $500.7k 0.00% Unchanged
60 Clear Creek Financial Management, LLC 0.03% of their portfolio SILVERDALE, WA 10,94710.9k $498.4k $498.4k 0.03% Added +4.2k +4,243
61 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 10,84410.8k $493.7k $493.7k 0.00% Added +3.8k +3,821
62 ACT Advisors, LLC. 0.16% of their portfolio ASHEVILLE, NC 10,61810.6k $483.4k $483.4k 0.16% Unchanged
63 Grantvest Financial Group LLC 0.26% of their portfolio MATAWAN, NJ 9,9419.9k $452.6k $452.6k 0.26% Unchanged
64 Ignite Planners, LLC 0.06% of their portfolio SAN CLEMENTE, CA 9,9049.9k $450.9k $450.9k 0.06% Reduced -465 -465
65 Cottage Street Advisors LLC 0.17% of their portfolio MARION, MA 9,4319.4k $429.3k $429.3k 0.17% Reduced -2.2k -2,193
66 Main Street Financial Solutions, LLC 0.03% of their portfolio NEWTOWN, PA 9,3969.4k $427.7k $427.7k 0.03% Reduced -330 -330
67 Prime Capital Investment Advisors, LLC 0.00% of their portfolio OVERLAND PARK, KS 9,3809.4k $427.0k $427.0k 0.00% Reduced -66 -66
68 Schwallier Wealth Management LLC 0.25% of their portfolio GRAND RAPIDS, MI 8,7048.7k $396.2k $396.2k 0.25% Reduced -43 -43
69 Castleview Partners, LLC 0.17% of their portfolio DALLAS, TX 8,5068.5k $387.2k $387.2k 0.17% Reduced -1 -1
70 JIM SAULNIER & ASSOCIATES, LLC 0.16% of their portfolio FORT COLLINS, CO 8,4928.5k $386.6k $386.6k 0.16% Unchanged
71 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 7,7367.7k $352.2k $352.2k 0.00% Reduced -78 -78
72 Prosperity Consulting Group, LLC 0.01% of their portfolio OWINGS MILLS, MD 7,6737.7k $349.3k $349.3k 0.01% Unchanged
73 JDM Financial Group LLC 0.12% of their portfolio AUSTIN, TX 7,6407.6k $347.8k $347.8k 0.12% Unchanged
74 Sowell Financial Services LLC 0.01% of their portfolio NORTH LITTLE ROCK, AR 7,4167.4k $337.6k $337.6k 0.01% Reduced -1.2k -1,199
75 Western Wealth Management, LLC 0.01% of their portfolio GOLDEN, CO 7,1987.2k $327.7k $327.7k 0.01% Unchanged
76 Santori & Peters, Inc. 0.09% of their portfolio CANONSBURG, PA 7,1377.1k $324.9k $324.9k 0.09% Unchanged
77 WETZEL INVESTMENT ADVISORS, INC. 0.11% of their portfolio INDIANAPOLIS, IN 6,9867.0k $318.0k $318.0k 0.11% Reduced -100 -100
78 Mayfair Advisory Group, LLC 0.10% of their portfolio BIRMINGHAM, AL 6,9476.9k $315.9k $315.9k 0.10% Unchanged
79 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 6,8466.8k $311.7k $311.7k 0.00% Unchanged
80 CASCADE INVESTMENT GROUP, INC. 0.17% of their portfolio Colorado Springs, CO 6,7706.8k $308.2k $308.2k 0.17% Reduced -52 -52
81 Mission Financial Group, LLC 0.24% of their portfolio HONOLULU, HI 6,4486.4k $293.5k $293.5k 0.24% First filing
82 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 6,1206.1k $279.0k $279.0k 0.00% Reduced -2.6k -2,576
83 Ballast Rock Private Wealth LLC 0.12% of their portfolio CHARLESTON, SC 5,8515.9k $266.4k $266.4k 0.12% Unchanged
84 Mutual Advisors, LLC 0.00% of their portfolio OMAHA, NE 5,8175.8k $264.8k $264.8k 0.00% Reduced -200 -200
85 Kercheville Advisors, LLC 0.08% of their portfolio San Antonio, TX 5,7005.7k $259.5k $259.5k 0.08% Unchanged
86 WINNACLE WEALTH LLC 0.18% of their portfolio WACO, TX 5,6835.7k $258.7k $258.7k 0.18% Reduced -839 -839
87 LexAurum Advisors, LLC 0.03% of their portfolio OVERLAND PARK, KS 5,6325.6k $256.4k $256.4k 0.03% Added +183 +183
88 LVZ, Inc. 0.02% of their portfolio Holland, MI 5,3515.4k $243.6k $243.6k 0.02% Unchanged
89 TOUNJIAN ADVISORY PARTNERS, LLC 0.10% of their portfolio FORT MYERS, FL 5,3255.3k $242.4k $242.4k 0.10% New
90 FSB PREMIER WEALTH MANAGEMENT, INC. 0.07% of their portfolio WATERLOO, IA 5,1715.2k $235.4k $235.4k 0.07% Reduced -150 -150
91 RiverTree Advisors, LLC 0.14% of their portfolio WINTER PARK, FL 5,1605.2k $234.9k $234.9k 0.14% Unchanged
92 OGOREK ANTHONY JOSEPH /NY/ /ADV 0.06% of their portfolio WILLIAMSVILLE, NY 5,1335.1k $233.0k $233.0k 0.06% Unchanged
93 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 5,0025.0k $227.7k $227.7k 0.01% New
94 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 4,7724.8k $217.2k $217.2k 0.00% Added +1 +1
95 StoneX Group Inc. 0.01% of their portfolio NEW YORK, NY 4,7244.7k $214.8k $214.8k 0.01% Reduced -87 -87
96 MGO ONE SEVEN LLC 0.00% of their portfolio Beachwood, OH 4,6464.6k $211.5k $211.5k 0.00% Reduced -574 -574
97 SAGESPRING WEALTH PARTNERS, LLC 0.00% of their portfolio FRANKLIN, TN 4,5804.6k $208.5k $208.5k 0.00% New
98 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 3,6903.7k $168.0k $168.0k 0.00% New
99 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,8182.8k $128.3k $128.3k 0.00% Added +2.8k +2,800
100 MTM Investment Management, LLC 0.04% of their portfolio SPARTANBURG, SC 2,7852.8k $126.8k $126.8k 0.04% Reduced -415 -415