Vault-13

FIRST TR EXCHNG TRADED FD VI QDEC

FT VEST NAS · ETP · CUSIP 33740F649

79 institutional holders -10 vs Q2 2024
4,663,3744.7m shares reported held*
$124.4mreported value*
2 new 17 added 39 reduced 12 sold out net sold ≈ $33.9m (-1.3m 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 ≈ $26.67.

Trends to Q3 2024

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 35Q4 22: 36Q1 23: 49Q2 23: 58Q3 23: 51Q4 23: 68Q1 24: 88Q2 24: 89Q3 24: 7979Q3 22Q1 23Q3 23Q1 24Q3 24
Numbers
QuarterHolders
Q3 202235
Q4 202236
Q1 202349
Q2 202358
Q3 202351
Q4 202368
Q1 202488
Q2 202489
Q3 202479

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 22: 19 bought or addedQ4 22: 15 cut or sold outQ1 23: 29 bought or addedQ1 23: 14 cut or sold outQ1 23Q2 23: 23 bought or addedQ2 23: 22 cut or sold outQ3 23: 13 bought or addedQ3 23: 34 cut or sold outQ3 23Q4 23: 52 bought or addedQ4 23: 15 cut or sold outQ1 24: 57 bought or addedQ1 24: 22 cut or sold outQ1 24Q2 24: 24 bought or addedQ2 24: 51 cut or sold outQ3 24: 19 bought or addedQ3 24: 51 cut or sold outQ3 24
Numbers
QuarterBought or addedCut or sold out
Q4 20221915
Q1 20232914
Q2 20232322
Q3 20231334
Q4 20235215
Q1 20245722
Q2 20242451
Q3 20241951

Biggest buyers

LPL Financial LLC Added +341,806+341.8k
Kestra Advisory Services, LLC Added +65,255+65.3k
UBS Group AG Added +25,381+25.4k
Sowell Financial Services LLC New +19,110+19.1k
Global Retirement Partners, LLC Added +15,237+15.2k
ROYAL BANK OF CANADA Added +5,579+5.6k
CITADEL ADVISORS LLC Added +5,350+5.3k
Outlook Wealth Advisors, LLC Added +4,696+4.7k
Mariner, LLC Added +3,210+3.2k
StoneX Group Inc. Added +2,823+2.8k

Biggest sellers

Cetera Investment Advisers Reduced -350,499-350.5k
Cambridge Investment Research Advisors, Inc. Reduced -276,276-276.3k
LexAurum Advisors, LLC Sold out -201,046-201.0k
OSAIC HOLDINGS, INC. Reduced -190,997-191.0k
Raymond James Financial Services Advisors, Inc. Reduced -124,879-124.9k
Janney Montgomery Scott LLC Reduced -76,740-76.7k
OLD MISSION CAPITAL LLC Sold out -71,449-71.4k
ENVESTNET ASSET MANAGEMENT INC Reduced -57,292-57.3k
MML INVESTORS SERVICES, LLC Reduced -52,391-52.4k
Bright Futures Wealth Management, LLC. Sold out -51,673-51.7k

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 +6.8 pts · filed 2026-10-07 60.8% +6.8 pts 11.4m≈ $406.2m 2026-10-07

Holders, Q3 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 619,075619.1k $16.5m $16.5m 0.01% Added +341.8k +341,806
2 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 504,790504.8k $13.5m $13.5m 0.03% Reduced -191.0k -190,997
3 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 443,947443.9k $11.8m $11.8m 0.03% Reduced -350.5k -350,499
4 SMART Wealth LLC 2.61% of their portfolio Omaha, NE 249,872249.9k $6.7m $6.7m 2.61% Reduced -8.0k -7,972
5 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 234,784234.8k $6.3m $6.3m 0.03% Added +65.3k +65,255
6 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 211,267211.3k $5.6m $5.6m 0.01% Reduced -24.2k -24,163
7 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 199,609199.6k $5.3m $5.3m 0.01% Reduced -4.0k -3,968
8 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 162,571162.6k $4.3m $4.3m 0.01% Reduced -124.9k -124,879
9 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 122,725122.7k $3.3m $3.3m 0.01% Reduced -276.3k -276,276
10 Ameritas Advisory Services, LLC 0.14% of their portfolio Lincoln, NE 119,413119.4k $3.2m $3.2m 0.14% Reduced -9.7k -9,738
11 Kaye Capital Management 1.28% of their portfolio EL SEGUNDO, CA 119,293119.3k $3.2m $3.2m 1.28% Reduced -5.3k -5,283
12 Global Retirement Partners, LLC 0.09% of their portfolio San Rafael, CA 110,731110.7k $3.0m $3.0m 0.09% Added +15.2k +15,237
13 Outlook Wealth Advisors, LLC 0.75% of their portfolio SHENANDOAH, TX 97,94897.9k $2.6m $2.6m 0.75% Added +4.7k +4,696
14 HARBOUR INVESTMENTS, INC. 0.08% of their portfolio MADISON, WI 95,69795.7k $2.6m $2.6m 0.08% Reduced -4.4k -4,402
15 Purus Wealth Management, LLC 1.05% of their portfolio Newport Beach, CA 92,75792.8k $2.5m $2.5m 1.05% Reduced -1.1k -1,068
16 Advisory Services Network, LLC 0.04% of their portfolio ATLANTA, GA 83,27383.3k $2.2m $2.2m 0.04% Unchanged
17 STEPHENS INC /AR/ 0.03% of their portfolio LITTLE ROCK, AR 83,04783.0k $2.2m $2.2m 0.03% Reduced -910 -910
18 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 71,08671.1k $1.9m $1.9m 0.02% Added +106 +106
19 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 64,29064.3k $1.7m $1.7m 0.00% Reduced -57.3k -57,292
20 Sequent Planning LLC 0.55% of their portfolio OMAHA, NE 59,58959.6k $1.6m $1.6m 0.55% Reduced -5.3k -5,296
21 Creekmur Asset Management LLC 0.33% of their portfolio MORTON, IL 52,75752.8k $1.4m $1.4m 0.33% Reduced -8.1k -8,102
22 UBS Group AG 0.00% of their portfolio ZURICH, V8 49,19349.2k $1.3m $1.3m 0.00% Added +25.4k +25,381
23 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 45,80645.8k $1.2m $1.2m 0.00% Reduced -52.4k -52,391
24 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 43,31143.3k $1.2m $1.2m 0.01% Unchanged
25 Keystone Wealth Services, LLC 0.30% of their portfolio PALM DESERT, CA 41,15641.2k $1.1m $1.1m 0.30% Reduced -1.0k -1,044
26 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 39,10039.1k $1.0m $1.0m 0.00% Reduced -76.7k -76,740
27 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 34,16534.2k $911.2k $911.2k 0.01% Reduced -5.8k -5,817
28 Ignite Planners, LLC 0.20% of their portfolio SAN CLEMENTE, CA 32,43632.4k $865.1k $865.1k 0.20% Reduced -365 -365
29 Mariner, LLC 0.00% of their portfolio Overland Park, KS 29,27629.3k $780.8k $780.8k 0.00% Added +3.2k +3,210
30 IFP Advisors, Inc 0.03% of their portfolio TAMPA, FL 28,12928.1k $750.2k $750.2k 0.03% Reduced -1.8k -1,793
31 Arkadios Wealth Advisors 0.04% of their portfolio ATLANTA, GA 27,55227.6k $734.8k $734.8k 0.04% Unchanged
32 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 27,11527.1k $723.2k $723.2k 0.00% Reduced -1.7k -1,666
33 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 24,30924.3k $648.3k $648.3k 0.00% Added +5.3k +5,350
34 DHJJ Financial Advisors, Ltd. 0.25% of their portfolio NAPERVILLE, IL 23,62323.6k $630.0k $630.0k 0.25% Reduced -635 -635
35 1776 Wealth LLC 0.26% of their portfolio ATLANTA, GA 21,97922.0k $586.2k $586.2k 0.26% Unchanged
36 Sowell Financial Services LLC 0.02% of their portfolio NORTH LITTLE ROCK, AR 19,11019.1k $532.0k $532.0k 0.02% New
37 Lion Street Advisors, LLC 0.18% of their portfolio Austin, TX 19,06219.1k $508.4k $508.4k 0.18% Reduced -400 -400
38 Harvest Investment Services, LLC 0.15% of their portfolio Oakbrook Terrace, IL 17,93217.9k $478.2k $478.2k 0.15% Reduced -123 -123
39 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 16,78316.8k $447.6k $447.6k 0.01% Unchanged
40 Summit Wealth Partners, LLC 0.07% of their portfolio Orlando, FL 14,33714.3k $382.4k $382.4k 0.07% Reduced -7.2k -7,169
41 PFG Advisors 0.02% of their portfolio Phoenix, AZ 14,21914.2k $379.2k $379.2k 0.02% Reduced -4.1k -4,097
42 ACORN FINANCIAL ADVISORY SERVICES INC /ADV 0.07% of their portfolio Reston, VA 13,87513.9k $370.0k $370.0k 0.07% Unchanged
43 FLAGSTAR SECURITIES, INC 0.09% of their portfolio New York, NY 13,87413.9k $370.0k $370.0k 0.09% Reduced -4.8k -4,849
44 Spire Wealth Management 0.01% of their portfolio MCLEAN, VA 13,80213.8k $368.1k $368.1k 0.01% Reduced -3.8k -3,825
45 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 12,50412.5k $336.5k $336.5k 0.01% Reduced -1.7k -1,732
46 INSIGNEO ADVISORY SERVICES, LLC 0.03% of their portfolio MIAMI, FL 12,45012.4k $332.0k $332.0k 0.03% Reduced -1.0k -1,000
47 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 11,99012.0k $319.8k $319.8k 0.00% Reduced -3.8k -3,765
48 Private Advisory Group LLC 0.04% of their portfolio REDMOND, WA 11,97012.0k $319.2k $319.2k 0.04% Added +1.2k +1,166
49 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 11,66811.7k $311.2k $311.2k 0.00% Unchanged
50 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 10,97511.0k $300.8k $300.8k 0.00% Added +136 +136
51 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 10,91410.9k $291.1k $291.1k 0.01% Unchanged
52 Consolidated Portfolio Review Corp 0.06% of their portfolio WOODBURY, NY 10,80510.8k $288.2k $288.2k 0.06% Added +2.3k +2,275
53 StoneX Group Inc. 0.02% of their portfolio NEW YORK, NY 10,52310.5k $280.6k $280.6k 0.02% Added +2.8k +2,823
54 Strategic Blueprint, LLC 0.02% of their portfolio ATLANTA, GA 10,50010.5k $280.0k $280.0k 0.02% Reduced -22.4k -22,359
55 Lifeworks Advisors, LLC 0.05% of their portfolio GRAND RAPIDS, MI 10,10210.1k $269.4k $269.4k 0.05% Reduced -2.1k -2,129
56 FWG Investments, LLC. 0.23% of their portfolio LEXINGTON, KY 9,97910.0k $266.1k $266.1k 0.23% Reduced -23.3k -23,335
57 Aurora Private Wealth, Inc. 0.19% of their portfolio ROCKAWAY, NJ 9,1439.1k $244.0k $244.0k 0.19% Reduced -1.4k -1,351
58 Apollon Wealth Management, LLC 0.01% of their portfolio MOUNT PLEASANT, SC 8,8888.9k $237.0k $237.0k 0.01% Reduced -16.6k -16,615
59 SOA Wealth Advisors, LLC. 0.04% of their portfolio NEW YORK, NY 8,3538.4k $222.8k $222.8k 0.04% Unchanged
60 Prosperity Consulting Group, LLC 0.02% of their portfolio OWINGS MILLS, MD 8,3098.3k $221.6k $221.6k 0.02% Unchanged
61 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 8,2478.2k $219.9k $219.9k 0.01% Unchanged
62 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 8,1718.2k $217.9k $217.9k 0.00% Reduced -554 -554
63 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 7,9357.9k $212.0k $212.0k 0.00% Added +5.6k +5,579
64 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.00% of their portfolio LOS ANGELES, CA 7,8907.9k $210.4k $210.4k 0.00% Unchanged
65 Jaffetilchin Investment Partners, LLC 0.02% of their portfolio TAMPA, FL 7,7017.7k $205.4k $205.4k 0.02% Unchanged
66 CWM, LLC 0.00% of their portfolio OMAHA, NE 6,8936.9k $184.0k $184.0k 0.00% Unchanged
67 Sunbelt Securities, Inc. 0.02% of their portfolio HOUSTON, TX 6,8656.9k $183.1k $183.1k 0.02% Unchanged
68 LANARK FINANCIAL, INC. 0.01% of their portfolio BIRMINGHAM, AL 6,4696.5k $172.0k $172.0k 0.01% Added +335 +335
69 Capital Investment Advisory Services, LLC 0.01% of their portfolio RALEIGH, NC 5,2335.2k $139.6k $139.6k 0.01% Unchanged
70 Clear Point Advisors Inc. 0.10% of their portfolio MELVILLE, NY 4,6864.7k $125.0k $125.0k 0.10% Unchanged
71 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 4,1114.1k $110.0k $110.0k 0.00% Unchanged
72 North Star Investment Management Corp. 0.01% of their portfolio CHICAGO, IL 3,0003.0k $80.0k $80.0k 0.01% Unchanged
73 AlphaMark Advisors, LLC 0.02% of their portfolio FT. WRIGHT, KY 2,5102.5k $67.0k $67.0k 0.02% Added +50 +50
74 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 2,0392.0k $54.4k $54.4k 0.00% Added +1.6k +1,579
75 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,3441.3k $35.8k $35.8k 0.00% New
76 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 945945 $25.2k $25.2k 0.00% Reduced -599 -599
77 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 729729 $19.4k $19.4k 0.00% Added +46 +46
78 Integrity Financial Corp /WA 0.01% of their portfolio JACKSON, WY 618618 $16.5k $16.5k 0.01% Unchanged
79 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 250250 $6.7k $6.7k 0.00% Unchanged