Vault-13

FIRST TR EXCHNG TRADED FD VI DJAN

FT VEST US · ETP · CUSIP 33740F631

70 institutional holders +18 vs Q4 2022
3,635,4043.6m shares reported held*
$113.3mreported value*
26 new 22 added 13 reduced 6 sold out net bought ≈ $44.7m (+1.4m 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 ≈ $31.17.

Trends to Q1 2023

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 47Q4 22: 52Q1 23: 7070Q3 22Q4 22Q1 23
Numbers
QuarterHolders
Q3 202247
Q4 202252
Q1 202370

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q4 22: 26 bought or addedQ4 22: 22 cut or sold outQ4 22Q1 23: 48 bought or addedQ1 23: 19 cut or sold outQ1 23
Numbers
QuarterBought or addedCut or sold out
Q4 20222622
Q1 20234819

Biggest buyers

Brookstone Capital Management Added +796,070+796.1k
ENVESTNET ASSET MANAGEMENT INC Added +214,258+214.3k
MML INVESTORS SERVICES, LLC New +162,759+162.8k
OSAIC HOLDINGS, INC. Added +93,431+93.4k
CreativeOne Wealth, LLC New +59,904+59.9k
Cetera Investment Advisers Added +49,801+49.8k
Gallagher Fiduciary Advisors, LLC New +41,526+41.5k
Kestra Advisory Services, LLC Added +33,856+33.9k
Strategic Blueprint, LLC Added +31,837+31.8k
TRUIST FINANCIAL CORP New +31,454+31.5k

Biggest sellers

Janney Montgomery Scott LLC Sold out -69,050-69.0k
BEACON FINANCIAL GROUP Reduced -66,522-66.5k
Triumph Capital Management Sold out -50,505-50.5k
Cetera Advisor Networks LLC Reduced -20,118-20.1k
SMART Wealth LLC Reduced -16,595-16.6k
JANE STREET GROUP, LLC Sold out -12,840-12.8k
Keystone Wealth Services, LLC Reduced -9,730-9.7k
Capital Asset Advisory Services LLC Reduced -9,031-9.0k
CITADEL ADVISORS LLC Reduced -8,890-8.9k
AdvisorNet Financial, Inc Sold out -7,867-7.9k

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 +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, Q1 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Brookstone Capital Management 0.49% of their portfolio WHEATON, IL 805,841805.8k $25.2m $25.2m 0.49% Added +796.1k +796,070
2 AE Wealth Management LLC 0.10% of their portfolio TOPEKA, KS 481,352481.4k $15.0m $15.0m 0.10% Added +7.6k +7,641
3 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 363,925363.9k $11.3m $11.3m 0.01% Added +214.3k +214,258
4 IFP Advisors, Inc 0.46% of their portfolio TAMPA, FL 350,615350.6k $10.6m $10.6m 0.46% Reduced -7.6k -7,555
5 MML INVESTORS SERVICES, LLC 0.04% of their portfolio SPRINGFIELD, MA 162,759162.8k $5.1m $5.1m 0.04% New
6 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 152,488152.5k $4.7m $4.7m 0.01% Added +93.4k +93,431
7 BEACON FINANCIAL GROUP 0.63% of their portfolio DALLAS, TX 134,284134.3k $4.5m $4.5m 0.63% Reduced -66.5k -66,522
8 SMART Wealth LLC 2.88% of their portfolio Omaha, NE 105,029105.0k $3.3m $3.3m 2.88% Reduced -16.6k -16,595
9 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 98,03598.0k $3.1m $3.1m 0.01% Added +4.6k +4,649
10 Strategic Blueprint, LLC 0.24% of their portfolio ATLANTA, GA 76,24076.2k $2.4m $2.4m 0.24% Added +31.8k +31,837
11 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 66,32166.3k $2.1m $2.1m 0.01% Added +18.5k +18,459
12 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 66,04366.0k $2.1m $2.1m 0.02% Added +49.8k +49,801
13 CreativeOne Wealth, LLC 0.09% of their portfolio OVERLAND PARK, KS 59,90459.9k $1.9m $1.9m 0.09% New
14 HARBOUR INVESTMENTS, INC. 0.09% of their portfolio MADISON, WI 50,48950.5k $1.6m $1.6m 0.09% Added +15.5k +15,516
15 Wealthcare Advisory Partners LLC 0.06% of their portfolio WEST CHESTER, PA 44,49444.5k $1.4m $1.4m 0.06% Added +312 +312
16 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 44,00044.0k $1.4m $1.4m 0.01% Added +33.9k +33,856
17 Gallagher Fiduciary Advisors, LLC 0.11% of their portfolio ROLLING MEADOWS, IL 41,52641.5k $1.3m $1.3m 0.11% New
18 Keystone Wealth Services, LLC 0.47% of their portfolio PALM DESERT, CA 36,82036.8k $1.1m $1.1m 0.47% Reduced -9.7k -9,730
19 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 31,45431.5k $979.5k $979.5k 0.00% New
20 Main Street Financial Solutions, LLC 0.14% of their portfolio NEWTOWN, PA 29,76529.8k $926.9k $926.9k 0.14% Added +2.2k +2,225
21 B. Riley Wealth Advisors, Inc. 0.02% of their portfolio MEMPHIS, TN 26,94626.9k $839.1k $839.1k 0.02% Reduced -397 -397
22 Capital Asset Advisory Services LLC 0.06% of their portfolio Williamston, MI 24,55724.6k $764.7k $764.7k 0.06% Reduced -9.0k -9,031
23 FSB PREMIER WEALTH MANAGEMENT, INC. 0.38% of their portfolio WATERLOO, IA 21,77721.8k $678.1k $678.1k 0.38% Reduced -7 -7
24 Advisory Services Network, LLC 0.02% of their portfolio ATLANTA, GA 21,37521.4k $665.6k $665.6k 0.02% Added +3.2k +3,189
25 Cetera Advisor Networks LLC 0.00% of their portfolio EL SEGUNDO, CA 20,76520.8k $646.6k $646.6k 0.00% Reduced -20.1k -20,118
26 B.O.S.S. Retirement Advisors, LLC 0.15% of their portfolio Lehi, UT 20,35420.4k $633.8k $633.8k 0.15% Added +216 +216
27 Sage Capital Advisors,llc 0.24% of their portfolio SIOUX FALLS, SD 20,11820.1k $626.5k $626.5k 0.24% New
28 Camelot Portfolios, LLC 0.42% of their portfolio Maumee, OH 19,50019.5k $607.2k $607.2k 0.42% New
29 Ameritas Advisory Services, LLC 0.03% of their portfolio Lincoln, NE 18,03918.0k $562.9k $562.9k 0.03% Added +7.2k +7,223
30 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 16,79216.8k $522.9k $522.9k 0.01% New
31 Great Lakes Retirement, Inc. 0.10% of their portfolio SANDUSKY, OH 16,66216.7k $518.9k $518.9k 0.10% New
32 Integrity Financial Corp /WA 0.38% of their portfolio JACKSON, WY 15,02515.0k $467.9k $467.9k 0.38% Added +10.2k +10,171
33 Comprehensive Financial Consultants Institutional, Inc. 0.25% of their portfolio Bloomington, IN 14,41014.4k $448.7k $448.7k 0.25% Added +493 +493
34 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 14,09514.1k $438.9k $438.9k 0.00% New
35 Santori & Peters, Inc. 0.23% of their portfolio CANONSBURG, PA 13,93113.9k $433.8k $433.8k 0.23% Unchanged
36 CENTAURUS FINANCIAL, INC. 0.03% of their portfolio ANAHEIM, CA 13,55213.6k $422.0k $422.0k 0.03% Added +1.8k +1,752
37 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 11,40911.4k $355.3k $355.3k 0.00% Reduced -8.9k -8,890
38 KFG WEALTH MANAGEMENT, LLC 0.25% of their portfolio GRANGER, IN 11,37111.4k $355.7k $355.7k 0.25% Unchanged
39 StoneX Group Inc. 0.04% of their portfolio NEW YORK, NY 10,63310.6k $331.1k $331.1k 0.04% Added +34 +34
40 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 10,07310.1k $313.7k $313.7k 0.00% New
41 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 8,7108.7k $271.2k $271.2k 0.01% Reduced -5.2k -5,200
42 Capital Investment Advisory Services, LLC 0.03% of their portfolio RALEIGH, NC 8,6588.7k $269.6k $269.6k 0.03% New
43 Authentikos Wealth Advisory, LLC 0.25% of their portfolio MORGAN HILL, CA 8,0898.1k $245.7k $245.7k 0.25% First filing
44 Clear Creek Financial Management, LLC 0.05% of their portfolio SILVERDALE, WA 7,7877.8k $242.5k $242.5k 0.05% New
45 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 7,5007.5k $233.5k $233.5k 0.00% New
46 WOLVERINE TRADING, LLC 0.01% of their portfolio CHICAGO, IL 7,1337.1k $220.0k $220.0k 0.01% New
47 Apollon Wealth Management, LLC 0.01% of their portfolio MOUNT PLEASANT, SC 7,0217.0k $218.6k $218.6k 0.01% Reduced -41 -41
48 1ST SOURCE BANK 0.01% of their portfolio SOUTH BEND, IN 6,6826.7k $208.1k $208.1k 0.01% Unchanged
49 Cetera Advisors LLC 0.00% of their portfolio DENVER, CO 6,5796.6k $204.9k $204.9k 0.00% Reduced -210 -210
50 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.05% of their portfolio BLUE BELL, PA 5,6695.7k $176.5k $176.5k 0.05% New
51 MTM Investment Management, LLC 0.07% of their portfolio SPARTANBURG, SC 4,1004.1k $127.7k $127.7k 0.07% Unchanged
52 UBS Group AG 0.00% of their portfolio ZURICH, V8 2,3922.4k $74.5k $74.5k 0.00% Added +276 +276
53 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 2,2682.3k $70.6k $70.6k 0.00% Added +800 +800
54 Larson Financial Group LLC 0.01% of their portfolio ST LOUIS, MO 1,6931.7k $52.7k $52.7k 0.01% New
55 OGOREK ANTHONY JOSEPH /NY/ /ADV 0.02% of their portfolio WILLIAMSVILLE, NY 1,6281.6k $50.0k $50.0k 0.02% New
56 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 1,6001.6k $19.8k $19.8k 0.00% New
57 Corus Family Wealth Advisors 0.04% of their portfolio MCKINNEY, TX 1,3701.4k $42.7k $42.7k 0.04% New
58 Avior Wealth Management, LLC 0.00% of their portfolio OMAHA, NE 1,0881.1k $33.9k $33.9k 0.00% New
59 Sunbelt Securities, Inc. 0.00% of their portfolio HOUSTON, TX 675675 $20.8k $20.8k 0.00% New
60 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.00% of their portfolio RICHMOND, VA 628628 $19.6k $19.6k 0.00% New
61 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 490490 $15.3k $15.3k 0.00% New
62 Glen Eagle Advisors, LLC 0.00% of their portfolio KINGSTON, NJ 300300 $9.3k $9.3k 0.00% Unchanged
63 EPG Wealth Management LLC 0.00% of their portfolio ATLANTA, GA 250250 $7.8k $7.8k 0.00% Unchanged
64 SOA Wealth Advisors, LLC. 0.00% of their portfolio NEW YORK, NY 179179 $5.6k $5.6k 0.00% New
65 Belpointe Asset Management LLC 0.00% of their portfolio RENO, NV 4949 $1.5k $1.5k 0.00% Added +1 +1
66 Koesten, Hirschmann & Crabtree, INC. 0.00% of their portfolio OVERLAND PARK, KS 4646 $1.4k $1.4k 0.00% New
67 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 3636 $1.1k $1.1k 0.00% New
68 Richard W. Paul & Associates, LLC 0.00% of their portfolio NOVI, MI 1111 $343 $343 0.00% Unchanged
69 CWM, LLC 0.00% of their portfolio OMAHA, NE 55 $0 $0 0.00% Reduced -8 -8
70 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged