Vault-13

FIRST TR EXCHNG TRADED FD VI DJAN

FT VEST US · ETP · CUSIP 33740F631

110 institutional holders +2 vs Q1 2025
4,990,5095.0m shares reported held*
$201.3mreported value*
14 new 32 added 36 reduced 10 sold out net sold ≈ $25.5m (-633.0k 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 ($1.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $40.34.

Trends to Q2 2025

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: 110110Q3 22Q2 23Q1 24Q4 24Q2 25
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

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 23: 17 bought or addedQ3 23: 38 cut or sold outQ4 23: 15 bought or addedQ4 23: 35 cut or sold outQ4 23Q1 24: 55 bought or addedQ1 24: 16 cut or sold outQ2 24: 21 bought or addedQ2 24: 47 cut or sold outQ2 24Q3 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 25
Numbers
QuarterBought or addedCut or sold out
Q3 20231738
Q4 20231535
Q1 20245516
Q2 20242147
Q3 20242144
Q4 20241745
Q1 20256433
Q2 20254646

Biggest buyers

Cetera Investment Advisers Added +62,763+62.8k
Maia Wealth LLC New +54,358+54.4k
Lionshead Wealth Management, LLC New +50,322+50.3k
GREAT VALLEY ADVISOR GROUP, INC. New +27,750+27.8k
Farther Finance Advisors, LLC Added +21,901+21.9k
PRECEDENT WEALTH PARTNERS, LLC Added +20,593+20.6k
OLD MISSION CAPITAL LLC New +20,450+20.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +17,205+17.2k
HighTower Advisors, LLC Added +16,496+16.5k
LPL Financial LLC Added +13,418+13.4k

Biggest sellers

Foguth Wealth Management, LLC. Reduced -241,825-241.8k
Signal Advisors Wealth, LLC Reduced -241,700-241.7k
WINNACLE WEALTH LLC Sold out -145,503-145.5k
Wood Tarver Financial Group, LLC Reduced -100,429-100.4k
OSAIC HOLDINGS, INC. Reduced -62,781-62.8k
TOWNSQUARE CAPITAL LLC Sold out -54,241-54.2k
JANE STREET GROUP, LLC Sold out -52,908-52.9k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -30,153-30.2k
Brookstone Capital Management Reduced -28,423-28.4k
Kestra Advisory Services, LLC Reduced -9,606-9.6k

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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Jaffetilchin Investment Partners, LLC 1.92% of their portfolio TAMPA, FL 728,608728.6k $29.4m $29.4m 1.92% Added +6.5k +6,539
2 Brookstone Capital Management 0.20% of their portfolio WHEATON, IL 381,021381.0k $15.4m $15.4m 0.20% Reduced -28.4k -28,423
3 CWM, LLC 0.04% of their portfolio OMAHA, NE 298,116298.1k $12.0m $12.0m 0.04% Reduced -7.6k -7,629
4 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 294,415294.4k $11.9m $11.9m 0.02% Reduced -62.8k -62,781
5 Per Stirling Capital Management, LLC. 1.22% of their portfolio AUSTIN, TX 231,690231.7k $9.3m $9.3m 1.22% Added +1.6k +1,597
6 PRECEDENT WEALTH PARTNERS, LLC 2.15% of their portfolio HOUSTON, TX 217,641217.6k $8.8m $8.8m 2.15% Added +20.6k +20,593
7 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 200,702200.7k $8.1m $8.1m 0.00% Added +4.5k +4,456
8 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 194,921194.9k $7.9m $7.9m 0.02% Reduced -7.8k -7,750
9 SMART Wealth LLC 1.99% of their portfolio Omaha, NE 157,337157.3k $6.3m $6.3m 1.99% Added +1.1k +1,088
10 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 138,341138.3k $5.6m $5.6m 0.03% Reduced -9.6k -9,606
11 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 126,099126.1k $5.1m $5.1m 0.01% Added +62.8k +62,763
12 Advisory Services Network, LLC 0.07% of their portfolio ATLANTA, GA 108,814108.8k $4.5m $4.5m 0.07% Reduced -2.7k -2,730
13 IFP Advisors, Inc 0.10% of their portfolio TAMPA, FL 91,26191.3k $3.7m $3.7m 0.10% Added +89 +89
14 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 85,75285.8k $3.5m $3.5m 0.00% Reduced -30.2k -30,153
15 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 80,85180.9k $3.3m $3.3m 0.00% Added +13.4k +13,418
16 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 77,57277.6k $3.1m $3.1m 0.01% Added +3.1k +3,116
17 BEACON FINANCIAL GROUP 0.32% of their portfolio DALLAS, TX 75,90675.9k $3.1m $3.1m 0.32% Reduced -6.6k -6,614
18 Spire Wealth Management 0.10% of their portfolio MCLEAN, VA 69,70569.7k $2.8m $2.8m 0.10% Reduced -2.8k -2,800
19 ACT Advisors, LLC. 1.16% of their portfolio ASHEVILLE, NC 62,05462.1k $2.5m $2.5m 1.16% Reduced -4.6k -4,648
20 MGO ONE SEVEN LLC 0.08% of their portfolio Beachwood, OH 61,21161.2k $2.5m $2.5m 0.08% Added +13.3k +13,282
21 Clear Creek Financial Management, LLC 0.21% of their portfolio SILVERDALE, WA 54,63954.6k $2.2m $2.2m 0.21% Added +145 +145
22 Maia Wealth LLC 0.42% of their portfolio DENVER, CO 54,35854.4k $2.2m $2.2m 0.42% New
23 Commonwealth Financial Services, LLC 0.39% of their portfolio VIENNA, WV 50,71250.7k $2.0m $2.0m 0.39% Reduced -3.0k -3,027
24 Lionshead Wealth Management, LLC 1.87% of their portfolio New York, NY 50,32250.3k $2.0m $2.0m 1.87% New
25 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 48,70348.7k $2.0m $2.0m 0.00% Added +1.9k +1,949
26 Wood Tarver Financial Group, LLC 0.57% of their portfolio BOISE, ID 47,04247.0k $1.9m $1.9m 0.57% Reduced -100.4k -100,429
27 Bison Wealth, LLC 0.14% of their portfolio ATLANTA, GA 44,75044.8k $1.8m $1.8m 0.14% Reduced -5.6k -5,553
28 REAP Financial Group, LLC 0.42% of their portfolio AUSTIN, TX 44,75044.8k $1.8m $1.8m 0.42% Reduced -5.6k -5,553
29 JDM Financial Group LLC 0.81% of their portfolio AUSTIN, TX 42,77942.8k $1.7m $1.7m 0.81% Unchanged
30 FOUNDERS FINANCIAL SECURITIES LLC 0.13% of their portfolio TOWSON, MD 40,90740.9k $1.7m $1.7m 0.13% Added +3.2k +3,181
31 Horizon Investments, LLC 0.03% of their portfolio Charlotte, NC 40,90740.9k $1.7m $1.7m 0.03% Added +6.3k +6,290
32 LifeWealth Investments, LLC 0.24% of their portfolio WINTER GARDEN, FL 34,60534.6k $1.4m $1.4m 0.24% Added +3.7k +3,705
33 Farther Finance Advisors, LLC 0.03% of their portfolio SAN FRANCISCO, CA 31,98132.0k $1.3m $1.3m 0.03% Added +21.9k +21,901
34 Strategic Blueprint, LLC 0.06% of their portfolio ATLANTA, GA 31,86831.9k $1.3m $1.3m 0.06% Unchanged
35 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 30,42630.4k $1.2m $1.2m 0.00% Added +141 +141
36 GREAT VALLEY ADVISOR GROUP, INC. 0.02% of their portfolio WILMINGTON, DE 27,75027.8k $1.1m $1.1m 0.02% New
37 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 27,70027.7k $1.1m $1.1m 0.00% Added +16.5k +16,496
38 Mariner, LLC 0.00% of their portfolio Overland Park, KS 26,55526.6k $1.1m $1.1m 0.00% Added +2.4k +2,430
39 HARBOUR INVESTMENTS, INC. 0.03% of their portfolio MADISON, WI 25,60625.6k $1.0m $1.0m 0.03% Added +126 +126
40 Sowell Financial Services LLC 0.04% of their portfolio NORTH LITTLE ROCK, AR 23,87223.9k $962.9k $962.9k 0.04% Reduced -1 -1
41 BRASS TAX WEALTH MANAGEMENT, INC 0.18% of their portfolio CINCINNATI, OH 23,06323.1k $930.3k $930.3k 0.18% Unchanged
42 1ST SOURCE BANK 0.05% of their portfolio SOUTH BEND, IN 20,53320.5k $828.2k $828.2k 0.05% Unchanged
43 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 20,45020.4k $824.9k $824.9k 0.02% New
44 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 20,12720.1k $812.0k $812.0k 0.00% Reduced -2.5k -2,466
45 TOUNJIAN ADVISORY PARTNERS, LLC 0.15% of their portfolio FORT MYERS, FL 20,00020.0k $759.4k $759.4k 0.15% Unchanged
46 Keystone Wealth Services, LLC 0.18% of their portfolio PALM DESERT, CA 18,77318.8k $757.2k $757.2k 0.18% Unchanged
47 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 17,20517.2k $694.0k $694.0k 0.00% New
48 Santori & Peters, Inc. 0.24% of their portfolio CANONSBURG, PA 16,10416.1k $649.6k $649.6k 0.24% Unchanged
49 Grantvest Financial Group LLC 0.47% of their portfolio MATAWAN, NJ 15,68215.7k $632.6k $632.6k 0.47% Unchanged
50 Tanglewood Legacy Advisors, LLC 0.26% of their portfolio HOUSTON, TX 15,65215.7k $631.3k $631.3k 0.26% Added +5.9k +5,861
51 Foguth Wealth Management, LLC. 0.13% of their portfolio BRIGHTON, MI 15,40215.4k $621.3k $621.3k 0.13% Reduced -241.8k -241,825
52 EVOLUTION WEALTH MANAGEMENT INC. 0.75% of their portfolio FORT MYERS, FL 15,07015.1k $607.9k $607.9k 0.75% First filing
53 Integrity Financial Corp /WA 0.30% of their portfolio JACKSON, WY 14,68114.7k $592.2k $592.2k 0.30% Added +2.1k +2,073
54 Camelot Portfolios, LLC 0.34% of their portfolio Maumee, OH 13,90013.9k $560.7k $560.7k 0.34% Unchanged
55 Signal Advisors Wealth, LLC 0.04% of their portfolio DETROIT, MI 13,72113.7k $553.5k $553.5k 0.04% Reduced -241.7k -241,700
56 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 12,26812.3k $494.8k $494.8k 0.01% New
57 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.00% of their portfolio IRVING, TX 11,66511.7k $470.6k $470.6k 0.00% New
58 Buck Wealth Strategies, LLC 0.07% of their portfolio DENVER, CO 11,44411.4k $461.6k $461.6k 0.07% Added +4.6k +4,635
59 Main Street Financial Solutions, LLC 0.03% of their portfolio NEWTOWN, PA 10,26610.3k $414.1k $414.1k 0.03% Unchanged
60 Ignite Planners, LLC 0.07% of their portfolio SAN CLEMENTE, CA 10,13410.1k $412.4k $412.4k 0.07% Reduced -45 -45
61 OGOREK ANTHONY JOSEPH /NY/ /ADV 0.13% of their portfolio WILLIAMSVILLE, NY 10,11510.1k $408.0k $408.0k 0.13% Reduced -2.6k -2,597
62 StoneX Group Inc. 0.02% of their portfolio NEW YORK, NY 10,03010.0k $404.6k $404.6k 0.02% Reduced -1.6k -1,594
63 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 9,99910.0k $403.3k $403.3k 0.02% Reduced -6.1k -6,100
64 VICUS CAPITAL 0.03% of their portfolio STATE COLLEGE, PA 9,8569.9k $397.6k $397.6k 0.03% Added +2.8k +2,760
65 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 9,2359.2k $372.5k $372.5k 0.00% Unchanged
66 Comprehensive Financial Consultants Institutional, Inc. 0.12% of their portfolio Bloomington, IN 9,0859.1k $366.5k $366.5k 0.12% Added +378 +378
67 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 8,7148.7k $351.5k $351.5k 0.00% Added +1.6k +1,621
68 Prosperity Consulting Group, LLC 0.03% of their portfolio OWINGS MILLS, MD 8,5618.6k $345.3k $345.3k 0.03% Unchanged
69 JIM SAULNIER & ASSOCIATES, LLC 0.23% of their portfolio FORT COLLINS, CO 8,4928.5k $342.5k $342.5k 0.23% Unchanged
70 UPTICK PARTNERS, LLC 0.10% of their portfolio NACOGDOCHES, TX 8,3158.3k $335.4k $335.4k 0.10% New
71 CASCADE INVESTMENT GROUP, INC. 0.23% of their portfolio Colorado Springs, CO 8,1928.2k $330.4k $330.4k 0.23% Reduced -506 -506
72 JOURNEY STRATEGIC WEALTH LLC 0.01% of their portfolio SUMMIT, NJ 8,1358.1k $328.1k $328.1k 0.01% Unchanged
73 PFG Advisors 0.02% of their portfolio Phoenix, AZ 8,0648.1k $325.3k $325.3k 0.02% New
74 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 7,8007.8k $314.6k $314.6k 0.00% Unchanged
75 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 7,6017.6k $306.6k $306.6k 0.01% Reduced -2.3k -2,323
76 Mayfair Advisory Group, LLC 0.15% of their portfolio BIRMINGHAM, AL 7,5177.5k $308.9k $308.9k 0.15% Unchanged
77 WETZEL INVESTMENT ADVISORS, INC. 0.13% of their portfolio INDIANAPOLIS, IN 7,3097.3k $294.8k $294.8k 0.13% Reduced -1.2k -1,189
78 ARBOR CAPITAL MANAGEMENT INC /ADV 0.25% of their portfolio ANCHORAGE, AK 7,0357.0k $286.7k $286.7k 0.25% Added +570 +570
79 Cottage Street Advisors LLC 0.14% of their portfolio MARION, MA 6,7726.8k $273.2k $273.2k 0.14% Unchanged
80 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 6,0506.0k $244.0k $244.0k 0.00% New
81 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 6,0176.0k $246.8k $246.8k 0.01% New
82 FSB PREMIER WEALTH MANAGEMENT, INC. 0.09% of their portfolio WATERLOO, IA 5,9716.0k $240.8k $240.8k 0.09% Reduced -1.9k -1,950
83 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 5,7235.7k $230.8k $230.8k 0.00% Reduced -382 -382
84 Castleview Partners, LLC 0.14% of their portfolio DALLAS, TX 5,4165.4k $218.5k $218.5k 0.14% Unchanged
85 Midwest Financial Network, LLC 0.22% of their portfolio TINLEY PARK, IL 5,3835.4k $217.1k $217.1k 0.22% Reduced -433 -433
86 RiverTree Advisors, LLC 0.14% of their portfolio WINTER PARK, FL 5,2205.2k $210.6k $210.6k 0.14% New
87 Kingsview Wealth Management, LLC 0.00% of their portfolio GRANTS PASS, OR 5,0635.1k $204.2k $204.2k 0.00% New
88 Apollon Wealth Management, LLC 0.00% of their portfolio MOUNT PLEASANT, SC 5,0005.0k $201.7k $201.7k 0.00% New
89 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 4,9675.0k $199.9k $199.9k 0.00% Reduced -785 -785
90 Sunbelt Securities, Inc. 0.02% of their portfolio HOUSTON, TX 4,8034.8k $187.7k $187.7k 0.02% Added +675 +675
91 SOA Wealth Advisors, LLC. 0.03% of their portfolio NEW YORK, NY 3,9584.0k $159.7k $159.7k 0.03% Added +207 +207
92 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.03% of their portfolio BLUE BELL, PA 3,7763.8k $152.3k $152.3k 0.03% Reduced -1.1k -1,112
93 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 3,6933.7k $149.0k $149.0k 0.00% Reduced -2.7k -2,697
94 MTM Investment Management, LLC 0.04% of their portfolio SPARTANBURG, SC 3,2003.2k $129.1k $129.1k 0.04% Unchanged
95 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 2,5252.5k $101.8k $101.8k 0.00% Added +2.5k +2,473
96 LANARK FINANCIAL, INC. 0.01% of their portfolio BIRMINGHAM, AL 2,2352.2k $90.0k $90.0k 0.01% Reduced -960 -960
97 Clearstead Trust, LLC 0.01% of their portfolio PORTLAND, ME 1,8201.8k $73.4k $73.4k 0.01% Unchanged
98 DHJJ Financial Advisors, Ltd. 0.02% of their portfolio NAPERVILLE, IL 1,6501.6k $66.6k $66.6k 0.02% Reduced -120 -120
99 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 1,6421.6k $66.2k $66.2k 0.00% Unchanged
100 Creekmur Asset Management LLC 0.01% of their portfolio MORTON, IL 1,5991.6k $64.5k $64.5k 0.01% Unchanged