Vault-13

FIRST TR EXCHNG TRADED FD VI DJAN

FT VEST US · ETP · CUSIP 33740F631

104 institutional holders -6 vs Q2 2025
4,516,2134.5m shares reported held*
$190.2mreported value*
7 new 18 added 51 reduced 10 sold out net sold ≈ $18.3m (-433.0k 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 ($2.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $42.11.

Trends to Q3 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: 110Q3 25: 104104Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025104

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 23: 15 bought or addedQ4 23: 35 cut or sold outQ1 24: 55 bought or addedQ1 24: 16 cut or sold outQ1 24Q2 24: 21 bought or addedQ2 24: 47 cut or sold outQ3 24: 21 bought or addedQ3 24: 44 cut or sold outQ3 24Q4 24: 17 bought or addedQ4 24: 45 cut or sold outQ1 25: 64 bought or addedQ1 25: 33 cut or sold outQ1 25Q2 25: 46 bought or addedQ2 25: 46 cut or sold outQ3 25: 25 bought or addedQ3 25: 61 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20231535
Q1 20245516
Q2 20242147
Q3 20242144
Q4 20241745
Q1 20256433
Q2 20254646
Q3 20252561

Biggest buyers

Cetera Investment Advisers Added +19,748+19.7k
LPL Financial LLC Added +17,932+17.9k
FOUNDERS FINANCIAL SECURITIES LLC Added +17,145+17.1k
Horizon Investments, LLC Added +17,145+17.1k
OLD MISSION CAPITAL LLC Added +7,412+7.4k
Jaffetilchin Investment Partners, LLC Added +7,338+7.3k
JANE STREET GROUP, LLC New +7,073+7.1k
WINNACLE WEALTH LLC New +6,985+7.0k
Ameritas Advisory Services, LLC Added +5,854+5.9k
Sanctuary Advisors, LLC Added +5,758+5.8k

Biggest sellers

MGO ONE SEVEN LLC Sold out -61,211-61.2k
Maia Wealth LLC Sold out -54,358-54.4k
ACT Advisors, LLC. Reduced -51,436-51.4k
Bison Wealth, LLC Sold out -44,750-44.8k
OSAIC HOLDINGS, INC. Reduced -40,794-40.8k
Spire Wealth Management Reduced -28,975-29.0k
CWM, LLC Reduced -27,653-27.7k
SMART Wealth LLC Reduced -21,226-21.2k
1ST SOURCE BANK Sold out -20,533-20.5k
TOUNJIAN ADVISORY PARTNERS, LLC Sold out -20,000-20.0k

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, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Jaffetilchin Investment Partners, LLC 1.86% of their portfolio TAMPA, FL 735,946735.9k $31.0m $31.0m 1.86% Added +7.3k +7,338
2 Brookstone Capital Management 0.18% of their portfolio WHEATON, IL 366,200366.2k $15.4m $15.4m 0.18% Reduced -14.8k -14,821
3 CWM, LLC 0.03% of their portfolio OMAHA, NE 270,463270.5k $11.4m $11.4m 0.03% Reduced -27.7k -27,653
4 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 253,621253.6k $10.5m $10.5m 0.01% Reduced -40.8k -40,794
5 Per Stirling Capital Management, LLC. 1.17% of their portfolio AUSTIN, TX 232,425232.4k $9.8m $9.8m 1.17% Added +735 +735
6 PRECEDENT WEALTH PARTNERS, LLC 2.00% of their portfolio HOUSTON, TX 215,460215.5k $9.1m $9.1m 2.00% Reduced -2.2k -2,181
7 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 200,925200.9k $8.5m $8.5m 0.00% Added +223 +223
8 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 187,864187.9k $7.9m $7.9m 0.02% Reduced -7.1k -7,057
9 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 145,847145.8k $6.1m $6.1m 0.01% Added +19.7k +19,748
10 SMART Wealth LLC 2.16% of their portfolio Omaha, NE 136,111136.1k $5.7m $5.7m 2.16% Reduced -21.2k -21,226
11 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 134,876134.9k $5.7m $5.7m 0.03% Reduced -3.5k -3,465
12 Advisory Services Network, LLC 0.07% of their portfolio ATLANTA, GA 106,422106.4k $4.5m $4.5m 0.07% Reduced -2.4k -2,392
13 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 98,78398.8k $4.2m $4.2m 0.00% Added +17.9k +17,932
14 IFP Advisors, Inc 0.10% of their portfolio TAMPA, FL 91,09191.1k $3.8m $3.8m 0.10% Reduced -170 -170
15 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 77,59577.6k $3.3m $3.3m 0.00% Reduced -8.2k -8,157
16 BEACON FINANCIAL GROUP 0.30% of their portfolio DALLAS, TX 71,46771.5k $3.0m $3.0m 0.30% Reduced -4.4k -4,439
17 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 63,20863.2k $2.7m $2.7m 0.01% Reduced -14.4k -14,364
18 FOUNDERS FINANCIAL SECURITIES LLC 0.17% of their portfolio TOWSON, MD 58,05258.1k $2.4m $2.4m 0.17% Added +17.1k +17,145
19 Horizon Investments, LLC 0.03% of their portfolio Charlotte, NC 58,05258.1k $2.4m $2.4m 0.03% Added +17.1k +17,145
20 Commonwealth Financial Services, LLC 0.37% of their portfolio VIENNA, WV 50,87650.9k $2.1m $2.1m 0.37% Added +164 +164
21 Wood Tarver Financial Group, LLC 0.58% of their portfolio BOISE, ID 47,03347.0k $2.0m $2.0m 0.58% Reduced -9 -9
22 REAP Financial Group, LLC 0.40% of their portfolio AUSTIN, TX 44,08944.1k $1.9m $1.9m 0.40% Reduced -661 -661
23 JDM Financial Group LLC 0.76% of their portfolio AUSTIN, TX 42,77942.8k $1.8m $1.8m 0.76% Unchanged
24 Lionshead Wealth Management, LLC 1.38% of their portfolio New York, NY 41,42541.4k $1.7m $1.7m 1.38% Reduced -8.9k -8,897
25 Spire Wealth Management 0.06% of their portfolio MCLEAN, VA 40,73040.7k $1.7m $1.7m 0.06% Reduced -29.0k -28,975
26 Clear Creek Financial Management, LLC 0.13% of their portfolio SILVERDALE, WA 35,70935.7k $1.5m $1.5m 0.13% Reduced -18.9k -18,930
27 Strategic Blueprint, LLC 0.06% of their portfolio ATLANTA, GA 31,86831.9k $1.3m $1.3m 0.06% Unchanged
28 LifeWealth Investments, LLC 0.20% of their portfolio WINTER GARDEN, FL 30,77630.8k $1.3m $1.3m 0.20% Reduced -3.8k -3,829
29 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 30,44530.4k $1.3m $1.3m 0.00% Reduced -18.3k -18,258
30 Farther Finance Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 27,96928.0k $1.2m $1.2m 0.02% Reduced -4.0k -4,012
31 OLD MISSION CAPITAL LLC 0.04% of their portfolio CHICAGO, IL 27,86227.9k $1.2m $1.2m 0.04% Added +7.4k +7,412
32 Mariner, LLC 0.00% of their portfolio Overland Park, KS 27,73527.7k $1.2m $1.2m 0.00% Added +1.2k +1,180
33 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 27,70027.7k $1.2m $1.2m 0.00% Unchanged
34 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 25,65925.7k $1.1m $1.1m 0.02% Added +53 +53
35 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 24,18024.2k $1.0m $1.0m 0.00% Reduced -6.2k -6,246
36 BRASS TAX WEALTH MANAGEMENT, INC 0.16% of their portfolio CINCINNATI, OH 23,06323.1k $972.0k $972.0k 0.16% Unchanged
37 GREAT VALLEY ADVISOR GROUP, INC. 0.02% of their portfolio WILMINGTON, DE 20,40020.4k $860.0k $860.0k 0.02% Reduced -7.3k -7,350
38 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 17,72417.7k $747.0k $747.0k 0.00% Reduced -2.4k -2,403
39 Keystone Wealth Services, LLC 0.16% of their portfolio PALM DESERT, CA 17,27317.3k $728.0k $728.0k 0.16% Reduced -1.5k -1,500
40 Santori & Peters, Inc. 0.24% of their portfolio CANONSBURG, PA 15,97916.0k $673.4k $673.4k 0.24% Reduced -125 -125
41 Ameritas Advisory Services, LLC 0.04% of their portfolio Lincoln, NE 15,85315.9k $668.1k $668.1k 0.04% Added +5.9k +5,854
42 Tanglewood Legacy Advisors, LLC 0.25% of their portfolio HOUSTON, TX 15,65215.7k $659.7k $659.7k 0.25% Unchanged
43 EVOLUTION WEALTH MANAGEMENT INC. 0.65% of their portfolio FORT MYERS, FL 15,06715.1k $635.0k $635.0k 0.65% Reduced -3 -3
44 Camelot Portfolios, LLC 0.33% of their portfolio Maumee, OH 13,40013.4k $564.7k $564.7k 0.33% Reduced -500 -500
45 Integrity Financial Corp /WA 0.26% of their portfolio JACKSON, WY 12,66312.7k $533.7k $533.7k 0.26% Reduced -2.0k -2,018
46 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 12,55812.6k $529.3k $529.3k 0.01% Added +5.0k +4,957
47 Sowell Financial Services LLC 0.02% of their portfolio NORTH LITTLE ROCK, AR 12,54012.5k $528.5k $528.5k 0.02% Reduced -11.3k -11,332
48 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 11,96612.0k $504.3k $504.3k 0.01% Reduced -302 -302
49 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.00% of their portfolio IRVING, TX 11,66511.7k $491.6k $491.6k 0.00% Unchanged
50 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 11,48111.5k $458.4k $458.4k 0.00% Added +5.8k +5,758
51 Buck Wealth Strategies, LLC 0.07% of their portfolio DENVER, CO 11,44311.4k $482.3k $482.3k 0.07% Reduced -1 -1
52 VICUS CAPITAL 0.04% of their portfolio STATE COLLEGE, PA 11,34011.3k $477.9k $477.9k 0.04% Added +1.5k +1,484
53 ACT Advisors, LLC. 0.18% of their portfolio ASHEVILLE, NC 10,61810.6k $447.5k $447.5k 0.18% Reduced -51.4k -51,436
54 Main Street Financial Solutions, LLC 0.03% of their portfolio NEWTOWN, PA 10,21610.2k $430.6k $430.6k 0.03% Reduced -50 -50
55 StoneX Group Inc. 0.02% of their portfolio NEW YORK, NY 9,6649.7k $407.3k $407.3k 0.02% Reduced -366 -366
56 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 9,2359.2k $389.2k $389.2k 0.00% Unchanged
57 Comprehensive Financial Consultants Institutional, Inc. 0.12% of their portfolio Bloomington, IN 9,0359.0k $380.8k $380.8k 0.12% Reduced -50 -50
58 Grantvest Financial Group LLC 0.26% of their portfolio MATAWAN, NJ 8,9989.0k $379.2k $379.2k 0.26% Reduced -6.7k -6,684
59 Ignite Planners, LLC 0.06% of their portfolio SAN CLEMENTE, CA 8,9899.0k $378.8k $378.8k 0.06% Reduced -1.1k -1,145
60 JIM SAULNIER & ASSOCIATES, LLC 0.20% of their portfolio FORT COLLINS, CO 8,4928.5k $357.9k $357.9k 0.20% Unchanged
61 UPTICK PARTNERS, LLC 0.09% of their portfolio NACOGDOCHES, TX 8,3158.3k $350.4k $350.4k 0.09% Unchanged
62 JOURNEY STRATEGIC WEALTH LLC 0.01% of their portfolio SUMMIT, NJ 8,1358.1k $342.8k $342.8k 0.01% Unchanged
63 CASCADE INVESTMENT GROUP, INC. 0.23% of their portfolio Colorado Springs, CO 8,0918.1k $341.0k $341.0k 0.23% Reduced -101 -101
64 Prosperity Consulting Group, LLC 0.02% of their portfolio OWINGS MILLS, MD 8,0028.0k $337.2k $337.2k 0.02% Reduced -559 -559
65 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 8,0008.0k $337.2k $337.2k 0.00% Added +200 +200
66 Mayfair Advisory Group, LLC 0.14% of their portfolio BIRMINGHAM, AL 7,5177.5k $316.8k $316.8k 0.14% Unchanged
67 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 7,2697.3k $306.0k $306.0k 0.00% Added +1.2k +1,219
68 WETZEL INVESTMENT ADVISORS, INC. 0.13% of their portfolio INDIANAPOLIS, IN 7,2197.2k $304.2k $304.2k 0.13% Reduced -90 -90
69 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 7,0737.1k $298.1k $298.1k 0.00% New
70 WINNACLE WEALTH LLC 0.24% of their portfolio WACO, TX 6,9857.0k $300.4k $300.4k 0.24% New
71 PFG Advisors 0.01% of their portfolio Phoenix, AZ 6,8466.8k $288.5k $288.5k 0.01% Reduced -1.2k -1,218
72 Cottage Street Advisors LLC 0.12% of their portfolio MARION, MA 6,7726.8k $285.4k $285.4k 0.12% Unchanged
73 ARBOR CAPITAL MANAGEMENT INC /ADV 0.21% of their portfolio ANCHORAGE, AK 6,1866.2k $260.8k $260.8k 0.21% Reduced -849 -849
74 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 6,0176.0k $255.1k $255.1k 0.01% Unchanged
75 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 5,4505.5k $229.7k $229.7k 0.00% New
76 Castleview Partners, LLC 0.12% of their portfolio DALLAS, TX 5,4165.4k $228.3k $228.3k 0.12% Unchanged
77 FSB PREMIER WEALTH MANAGEMENT, INC. 0.07% of their portfolio WATERLOO, IA 5,3215.3k $224.3k $224.3k 0.07% Reduced -650 -650
78 OGOREK ANTHONY JOSEPH /NY/ /ADV 0.06% of their portfolio WILLIAMSVILLE, NY 5,2205.2k $219.0k $219.0k 0.06% Reduced -4.9k -4,895
79 RiverTree Advisors, LLC 0.14% of their portfolio WINTER PARK, FL 5,2205.2k $220.0k $220.0k 0.14% Unchanged
80 Midwest Financial Network, LLC 0.17% of their portfolio TINLEY PARK, IL 5,1095.1k $215.3k $215.3k 0.17% Reduced -274 -274
81 Kingsview Wealth Management, LLC 0.00% of their portfolio GRANTS PASS, OR 5,0635.1k $213.4k $213.4k 0.00% Unchanged
82 Apollon Wealth Management, LLC 0.00% of their portfolio MOUNT PLEASANT, SC 5,0005.0k $210.7k $210.7k 0.00% Unchanged
83 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 4,9675.0k $209.2k $209.2k 0.00% Unchanged
84 Core Wealth Partners LLC 0.10% of their portfolio SANTA ROSA, CA 4,9505.0k $208.6k $208.6k 0.10% New
85 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 4,7744.8k $201.2k $201.2k 0.00% Added +2.2k +2,249
86 Sunbelt Securities, Inc. 0.01% of their portfolio HOUSTON, TX 4,1284.1k $174.0k $174.0k 0.01% Reduced -675 -675
87 SOA Wealth Advisors, LLC. 0.03% of their portfolio NEW YORK, NY 3,9584.0k $166.8k $166.8k 0.03% Unchanged
88 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.02% of their portfolio BLUE BELL, PA 3,6613.7k $154.3k $154.3k 0.02% Reduced -115 -115
89 MTM Investment Management, LLC 0.04% of their portfolio SPARTANBURG, SC 3,2003.2k $134.9k $134.9k 0.04% Unchanged
90 LANARK FINANCIAL, INC. 0.01% of their portfolio BIRMINGHAM, AL 1,9211.9k $81.0k $81.0k 0.01% Reduced -314 -314
91 DHJJ Financial Advisors, Ltd. 0.02% of their portfolio NAPERVILLE, IL 1,6501.6k $69.5k $69.5k 0.02% Unchanged
92 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 1,6421.6k $69.2k $69.2k 0.00% Unchanged
93 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,4901.5k $62.8k $62.8k 0.00% Unchanged
94 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 1,3281.3k $56.0k $56.0k 0.00% Unchanged
95 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 1,2941.3k $54.5k $54.5k 0.00% Reduced -6 -6
96 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 1,0601.1k $44.7k $44.7k 0.00% New
97 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 780780 $32.9k $32.9k 0.00% Unchanged
98 Creekmur Asset Management LLC 0.01% of their portfolio MORTON, IL 774774 $32.6k $32.6k 0.01% Reduced -825 -825
99 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 643643 $27.1k $27.1k 0.00% Reduced -222 -222
100 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 384384 $16.0k $16.0k 0.00% New