Vault-13

FIRST TR EXCHNG TRADED FD VI QDEC

FT VEST NAS · ETP · CUSIP 33740F649

99 institutional holders +3 vs Q1 2025
8,092,0248.1m shares reported held*
$237.4mreported value*
10 new 28 added 33 reduced 7 sold out net bought ≈ $745.0k (+25.4k 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 ≈ $29.34.

Trends to Q2 2025

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: 79Q4 24: 85Q1 25: 96Q2 25: 9999Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202235
Q4 202236
Q1 202349
Q2 202358
Q3 202351
Q4 202368
Q1 202488
Q2 202489
Q3 202479
Q4 202485
Q1 202596
Q2 202599

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 23: 13 bought or addedQ3 23: 34 cut or sold outQ4 23: 52 bought or addedQ4 23: 15 cut or sold outQ4 23Q1 24: 57 bought or addedQ1 24: 22 cut or sold outQ2 24: 24 bought or addedQ2 24: 51 cut or sold outQ2 24Q3 24: 19 bought or addedQ3 24: 51 cut or sold outQ4 24: 36 bought or addedQ4 24: 41 cut or sold outQ4 24Q1 25: 60 bought or addedQ1 25: 27 cut or sold outQ2 25: 38 bought or addedQ2 25: 40 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20231334
Q4 20235215
Q1 20245722
Q2 20242451
Q3 20241951
Q4 20243641
Q1 20256027
Q2 20253840

Biggest buyers

Modern Wealth Management, LLC New +441,852+441.9k
COMMONWEALTH EQUITY SERVICES, LLC Added +233,642+233.6k
Sequent Planning LLC Added +108,130+108.1k
Kaye Capital Management Added +58,971+59.0k
RAYMOND JAMES FINANCIAL INC Added +47,909+47.9k
LPL Financial LLC Added +46,886+46.9k
Kestra Advisory Services, LLC Added +45,806+45.8k
FWG Investments, LLC. Added +24,874+24.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +23,595+23.6k
CITADEL ADVISORS LLC Added +17,839+17.8k

Biggest sellers

OSAIC HOLDINGS, INC. Reduced -443,257-443.3k
Ferguson Shapiro LLC Sold out -439,049-439.0k
Atria Wealth Solutions, Inc. Sold out -47,638-47.6k
Ameritas Advisory Services, LLC Reduced -29,094-29.1k
JANE STREET GROUP, LLC Sold out -19,218-19.2k
Cetera Investment Advisers Reduced -19,155-19.2k
Cambridge Investment Research Advisors, Inc. Reduced -16,792-16.8k
FLAGSTAR SECURITIES, INC Sold out -14,621-14.6k
WINNACLE WEALTH LLC Sold out -14,363-14.4k
TRUIST FINANCIAL CORP Reduced -14,304-14.3k

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, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Sequent Planning LLC 19.62% of their portfolio OMAHA, NE 2,111,1902.1m $61.9m $61.9m 19.62% Added +108.1k +108,130
2 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 506,254506.3k $14.9m $14.9m 0.02% Added +233.6k +233,642
3 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 482,939482.9k $14.2m $14.2m 0.03% Reduced -443.3k -443,257
4 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 466,528466.5k $13.7m $13.7m 0.02% Reduced -19.2k -19,155
5 Kaye Capital Management 4.99% of their portfolio EL SEGUNDO, CA 441,852441.9k $13.0m $13.0m 4.99% Added +59.0k +58,971
6 Modern Wealth Management, LLC 0.32% of their portfolio KANSAS CITY, MO 441,852441.9k $13.0m $13.0m 0.32% New
7 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 364,194364.2k $10.7m $10.7m 0.00% Added +47.9k +47,909
8 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 306,929306.9k $9.0m $9.0m 0.04% Added +45.8k +45,806
9 First Heartland Consultants, Inc. 0.64% of their portfolio LAKE ST. LOUIS, MO 245,529245.5k $7.2m $7.2m 0.64% Added +4.7k +4,674
10 SMART Wealth LLC 1.69% of their portfolio Omaha, NE 184,031184.0k $5.4m $5.4m 1.69% Added +14.6k +14,595
11 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 159,477159.5k $4.7m $4.7m 0.01% Reduced -14.3k -14,304
12 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 154,647154.6k $4.5m $4.5m 0.00% Added +46.9k +46,886
13 Outlook Wealth Advisors, LLC 1.13% of their portfolio SHENANDOAH, TX 149,731149.7k $4.4m $4.4m 1.13% Added +949 +949
14 Global Retirement Partners, LLC 0.08% of their portfolio San Rafael, CA 112,718112.7k $3.3m $3.3m 0.08% First filing
15 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 112,326112.3k $3.3m $3.3m 0.01% Reduced -16.8k -16,792
16 HARBOUR INVESTMENTS, INC. 0.07% of their portfolio MADISON, WI 93,02393.0k $2.7m $2.7m 0.07% Reduced -8.7k -8,711
17 Purus Wealth Management, LLC 0.89% of their portfolio Newport Beach, CA 87,66087.7k $2.6m $2.6m 0.89% Reduced -1.1k -1,059
18 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 81,50681.5k $2.4m $2.4m 0.00% Reduced -7.7k -7,720
19 STEPHENS INC /AR/ 0.03% of their portfolio LITTLE ROCK, AR 81,13381.1k $2.4m $2.4m 0.03% Added +1.3k +1,252
20 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 79,34079.3k $2.3m $2.3m 0.01% Reduced -750 -750
21 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 76,56076.6k $2.2m $2.2m 0.00% Added +17.8k +17,839
22 Ameritas Advisory Services, LLC 0.11% of their portfolio Lincoln, NE 72,93872.9k $2.1m $2.1m 0.11% Reduced -29.1k -29,094
23 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 71,31871.3k $2.1m $2.1m 0.02% Added +3.9k +3,900
24 FWG Investments, LLC. 1.53% of their portfolio LEXINGTON, KY 68,50168.5k $2.0m $2.0m 1.53% Added +24.9k +24,874
25 GREAT VALLEY ADVISOR GROUP, INC. 0.04% of their portfolio WILMINGTON, DE 62,68962.7k $1.8m $1.8m 0.04% Added +3.8k +3,845
26 Faithward Advisors, LLC 0.26% of their portfolio LANCASTER, PA 57,40257.4k $1.7m $1.7m 0.26% Reduced -516 -516
27 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 57,30657.3k $1.7m $1.7m 0.00% Reduced -1.6k -1,552
28 Creekmur Asset Management LLC 0.26% of their portfolio MORTON, IL 51,04951.0k $1.5m $1.5m 0.26% Reduced -1.6k -1,575
29 Ignite Planners, LLC 0.24% of their portfolio SAN CLEMENTE, CA 46,49346.5k $1.4m $1.4m 0.24% Reduced -1.5k -1,535
30 Grantvest Financial Group LLC 0.93% of their portfolio MATAWAN, NJ 42,60442.6k $1.3m $1.3m 0.93% Reduced -1.1k -1,078
31 Keystone Wealth Services, LLC 0.30% of their portfolio PALM DESERT, CA 41,84641.8k $1.2m $1.2m 0.30% Reduced -26 -26
32 Mariner, LLC 0.00% of their portfolio Overland Park, KS 36,98637.0k $1.1m $1.1m 0.00% Reduced -1.2k -1,250
33 Clear Creek Financial Management, LLC 0.09% of their portfolio SILVERDALE, WA 32,39132.4k $950.4k $950.4k 0.09% Added +4.4k +4,371
34 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 32,08832.1k $941.5k $941.5k 0.01% Added +6.8k +6,801
35 IFP Advisors, Inc 0.03% of their portfolio TAMPA, FL 30,13830.1k $884.2k $884.2k 0.03% Added +222 +222
36 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 30,02630.0k $881.0k $881.0k 0.00% Reduced -1.1k -1,100
37 Apollon Wealth Management, LLC 0.02% of their portfolio MOUNT PLEASANT, SC 28,83728.8k $846.1k $846.1k 0.02% Added +250 +250
38 Harvest Investment Services, LLC 0.18% of their portfolio Oakbrook Terrace, IL 27,57627.6k $809.1k $809.1k 0.18% Added +1.8k +1,839
39 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 25,61525.6k $751.5k $751.5k 0.02% Added +15.8k +15,850
40 DHJJ Financial Advisors, Ltd. 0.26% of their portfolio NAPERVILLE, IL 24,72824.7k $725.5k $725.5k 0.26% Reduced -470 -470
41 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 23,59523.6k $692.3k $692.3k 0.00% New
42 1776 Wealth LLC 0.27% of their portfolio ATLANTA, GA 21,97922.0k $644.9k $644.9k 0.27% Unchanged
43 Synergy Asset Management, LLC 0.07% of their portfolio VANCOUVER, WA 20,59820.6k $604.3k $604.3k 0.07% Reduced -199 -199
44 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 19,38119.4k $568.6k $568.6k 0.00% Reduced -439 -439
45 NOVEM GROUP 0.07% of their portfolio Rochester, NY 18,49418.5k $542.6k $542.6k 0.07% Added +450 +450
46 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 15,76315.8k $470.7k $470.7k 0.01% Unchanged
47 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 15,32415.3k $451.8k $451.8k 0.00% Added +126 +126
48 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 14,76414.8k $433.2k $433.2k 0.01% Unchanged
49 UBS Group AG 0.00% of their portfolio ZURICH, V8 13,94813.9k $409.2k $409.2k 0.00% New
50 Lion Street Advisors, LLC 0.12% of their portfolio Austin, TX 13,16613.2k $386.3k $386.3k 0.12% Reduced -5.4k -5,411
51 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 13,10913.1k $384.6k $384.6k 0.01% Unchanged
52 INSIGNEO ADVISORY SERVICES, LLC 0.03% of their portfolio MIAMI, FL 13,03913.0k $382.6k $382.6k 0.03% Unchanged
53 Consolidated Portfolio Review Corp 0.05% of their portfolio WOODBURY, NY 12,91812.9k $379.0k $379.0k 0.05% Added +1.4k +1,417
54 CENTAURUS FINANCIAL, INC. 0.02% of their portfolio ANAHEIM, CA 12,71712.7k $373.0k $373.0k 0.02% Unchanged
55 Bullseye Investment Management, LLC 0.20% of their portfolio CINCINNATI, OH 12,49612.5k $326.8k $326.8k 0.20% Unchanged
56 StoneX Group Inc. 0.02% of their portfolio NEW YORK, NY 12,28912.3k $360.6k $360.6k 0.02% Reduced -311 -311
57 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 11,89711.9k $349.1k $349.1k 0.00% Reduced -3.4k -3,448
58 Private Advisory Group LLC 0.03% of their portfolio REDMOND, WA 11,56211.6k $339.2k $339.2k 0.03% Reduced -420 -420
59 PFG Advisors 0.01% of their portfolio Phoenix, AZ 11,02011.0k $323.3k $323.3k 0.01% Added +607 +607
60 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 10,70010.7k $313.9k $313.9k 0.00% Unchanged
61 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 10,54810.5k $309.0k $309.0k 0.00% Reduced -500 -500
62 Strategic Blueprint, LLC 0.02% of their portfolio ATLANTA, GA 10,50010.5k $308.1k $308.1k 0.02% Unchanged
63 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 10,15210.2k $297.9k $297.9k 0.01% Unchanged
64 ORG Partners LLC 0.06% of their portfolio ROANOKE, IN 9,5509.6k $278.6k $278.6k 0.06% Reduced -6.2k -6,164
65 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.01% of their portfolio LOS ANGELES, CA 9,4819.5k $278.2k $278.2k 0.01% Unchanged
66 Stonebridge Financial Group, LLC 0.03% of their portfolio Wormleysburg, PA 9,3709.4k $274.9k $274.9k 0.03% Added +6.7k +6,725
67 Lifeworks Advisors, LLC 0.04% of their portfolio GRAND RAPIDS, MI 9,3379.3k $273.9k $273.9k 0.04% Reduced -340 -340
68 Diligent Investors, LLC 0.06% of their portfolio REDLANDS, CA 9,0009.0k $264.1k $264.1k 0.06% Unchanged
69 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 8,3818.4k $245.9k $245.9k 0.01% Added +20 +20
70 SOA Wealth Advisors, LLC. 0.05% of their portfolio NEW YORK, NY 8,3538.4k $245.1k $245.1k 0.05% Unchanged
71 Spire Wealth Management 0.01% of their portfolio MCLEAN, VA 8,0618.1k $236.5k $236.5k 0.01% Unchanged
72 Redhawk Wealth Advisors, Inc. 0.03% of their portfolio MINNEAPOLIS, MN 8,0588.1k $236.4k $236.4k 0.03% Reduced -70 -70
73 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 8,0288.0k $235.5k $235.5k 0.00% Unchanged
74 Prosperity Consulting Group, LLC 0.02% of their portfolio OWINGS MILLS, MD 8,0208.0k $235.3k $235.3k 0.02% Unchanged
75 SILVER OAK SECURITIES, INCORPORATED 0.02% of their portfolio JACKSON, TN 7,7897.8k $228.5k $228.5k 0.02% Reduced -976 -976
76 Seros Financial, LLC 0.14% of their portfolio TEMPE, AZ 7,7547.8k $227.5k $227.5k 0.14% Unchanged
77 Savvy Advisors, Inc. 0.01% of their portfolio NEW YORK, NY 7,3597.4k $215.9k $215.9k 0.01% New
78 Integrity Financial Corp /WA 0.11% of their portfolio JACKSON, WY 7,1487.1k $209.7k $209.7k 0.11% Added +323 +323
79 Luken Investment Analytics, LLC 0.09% of their portfolio BRENTWOOD, TN 6,8936.9k $202.2k $202.2k 0.09% Added +742 +742
80 Sunbelt Securities, Inc. 0.02% of their portfolio HOUSTON, TX 6,8656.9k $189.1k $189.1k 0.02% Reduced -7.7k -7,700
81 Integrated Advisors Network LLC 0.01% of their portfolio DALLAS, TX 6,8406.8k $200.7k $200.7k 0.01% New
82 LANARK FINANCIAL, INC. 0.02% of their portfolio BIRMINGHAM, AL 6,4696.5k $189.0k $189.0k 0.02% Unchanged
83 Capital Analysts, LLC 0.01% of their portfolio FORT WASHINGTON, PA 6,1016.1k $179.0k $179.0k 0.01% Unchanged
84 Capital Investment Advisory Services, LLC 0.01% of their portfolio RALEIGH, NC 5,2335.2k $153.5k $153.5k 0.01% Unchanged
85 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 4,9775.0k $146.0k $146.0k 0.00% Reduced -312 -312
86 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 3,9754.0k $116.6k $116.6k 0.00% New
87 CREATIVE FINANCIAL DESIGNS INC /ADV 0.01% of their portfolio KOKOMO, IN 2,8352.8k $83.2k $83.2k 0.01% Unchanged
88 CWM, LLC 0.00% of their portfolio OMAHA, NE 2,3042.3k $68.0k $68.0k 0.00% Unchanged
89 Topsail Wealth Management, LLC 0.00% of their portfolio CHARLOTTE, NC 857857 $25.1k $25.1k 0.00% Unchanged
90 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 723723 $21.2k $21.2k 0.00% Reduced -222 -222
91 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 723723 $21.2k $21.2k 0.00% Unchanged
92 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 370370 $10.9k $10.9k 0.00% New
93 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 329329 $9.7k $9.7k 0.00% Unchanged
94 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 300300 $8.8k $8.8k 0.00% New
95 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 250250 $7.3k $7.3k 0.00% Reduced -500 -500
96 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 150150 $4.4k $4.4k 0.00% New
97 Abound Wealth Management 0.00% of their portfolio FRANKLIN, TN 145145 $4.3k $4.3k 0.00% New
98 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 8787 $2.6k $2.6k 0.00% Unchanged
99 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged