Vault-13

FIRST TR EXCHNG TRADED FD VI YDEC

FT VEST INTE · ETP · CUSIP 33740F656

62 institutional holders +10 vs Q4 2025
3,325,5603.3m shares reported held*
$86.5mreported value*
12 new 20 added 19 reduced 2 sold out net bought ≈ $42.5m (+1.7m 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 ≈ $26.00.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 16Q4 22: 20Q1 23: 29Q2 23: 28Q3 23: 27Q4 23: 35Q1 24: 46Q2 24: 46Q3 24: 44Q4 24: 44Q1 25: 39Q2 25: 46Q3 25: 44Q4 25: 52Q1 26: 6262Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202216
Q4 202220
Q1 202329
Q2 202328
Q3 202327
Q4 202335
Q1 202446
Q2 202446
Q3 202444
Q4 202444
Q1 202539
Q2 202546
Q3 202544
Q4 202552
Q1 202662

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q2 24: 15 bought or addedQ2 24: 22 cut or sold outQ3 24: 10 bought or addedQ3 24: 28 cut or sold outQ3 24Q4 24: 19 bought or addedQ4 24: 16 cut or sold outQ1 25: 15 bought or addedQ1 25: 20 cut or sold outQ1 25Q2 25: 16 bought or addedQ2 25: 17 cut or sold outQ3 25: 16 bought or addedQ3 25: 22 cut or sold outQ3 25Q4 25: 30 bought or addedQ4 25: 15 cut or sold outQ1 26: 32 bought or addedQ1 26: 21 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20241522
Q3 20241028
Q4 20241916
Q1 20251520
Q2 20251617
Q3 20251622
Q4 20253015
Q1 20263221

Biggest buyers

OGOREK ANTHONY JOSEPH /NY/ /ADV Added +801,018+801.0k
Luken Investment Analytics, LLC New +545,343+545.3k
US BANCORP \DE\ Added +159,253+159.3k
ENVESTNET ASSET MANAGEMENT INC Added +47,837+47.8k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +39,185+39.2k
RAYMOND JAMES FINANCIAL INC Added +32,130+32.1k
Csenge Advisory Group New +24,441+24.4k
Cetera Investment Advisers Added +24,284+24.3k
Kestra Advisory Services, LLC Added +21,209+21.2k
Anfield Capital Management, LLC New +20,117+20.1k

Biggest sellers

Corient Private Wealth LP Reduced -42,386-42.4k
Clear Creek Financial Management, LLC Reduced -34,234-34.2k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -28,924-28.9k
NorthCrest Asset Manangement, LLC Reduced -19,854-19.9k
Sigma Planning Corp Sold out -8,375-8.4k
KESTRA PRIVATE WEALTH SERVICES, LLC Reduced -3,700-3.7k
LPL Financial LLC Reduced -3,049-3.0k
SOA Wealth Advisors, LLC. Reduced -2,880-2.9k
Camelot Portfolios, LLC Sold out -2,668-2.7k
OLD MISSION CAPITAL LLC Reduced -2,244-2.2k

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 +4.2 pts · filed 2026-10-19 27.2% +4.2 pts 1.6m≈ $44.6m 2026-10-19

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OGOREK ANTHONY JOSEPH /NY/ /ADV 5.78% of their portfolio WILLIAMSVILLE, NY 802,351802.4k $21.1m $21.1m 5.78% Added +801.0k +801,018
2 Luken Investment Analytics, LLC 5.49% of their portfolio BRENTWOOD, TN 545,343545.3k $14.3m $14.3m 5.49% New
3 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 341,771341.8k $9.0m $9.0m 0.01% Reduced -28.9k -28,924
4 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 246,622246.6k $6.5m $6.5m 0.01% Added +24.3k +24,284
5 US BANCORP \DE\ 0.01% of their portfolio MINNEAPOLIS, MN 182,409182.4k $4.8m $4.8m 0.01% Added +159.3k +159,253
6 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 165,003165.0k $4.3m $4.3m 0.00% Added +32.1k +32,130
7 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 144,292144.3k $3.8m $3.8m 0.00% Reduced -3.0k -3,049
8 HARBOUR INVESTMENTS, INC. 0.03% of their portfolio MADISON, WI 80,75780.8k $2.1m $2.1m 0.03% Added +16.3k +16,336
9 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 78,79478.8k $2.1m $2.1m 0.00% Reduced -2.1k -2,118
10 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 61,11761.1k $1.6m $1.6m 0.00% Added +47.8k +47,837
11 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 42,39442.4k $108.0k $108.0k 0.00% Added +39.2k +39,185
12 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 42,38642.4k $1.1m $1.1m 0.00% Reduced -42.4k -42,386
13 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 41,84441.8k $1.1m $1.1m 0.00% Added +19.4k +19,401
14 1776 Wealth LLC 0.42% of their portfolio ATLANTA, GA 40,30440.3k $1.1m $1.1m 0.42% Unchanged
15 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 40,26640.3k $1.1m $1.1m 0.00% Added +21.2k +21,209
16 NorthCrest Asset Manangement, LLC 0.03% of their portfolio PLYMOUTH, MN 38,30038.3k $1.0m $1.0m 0.03% Reduced -19.9k -19,854
17 Clear Creek Financial Management, LLC 0.05% of their portfolio SILVERDALE, WA 26,86826.9k $706.6k $706.6k 0.05% Reduced -34.2k -34,234
18 Csenge Advisory Group 0.03% of their portfolio CLEARWATER, FL 24,44124.4k $642.8k $642.8k 0.03% New
19 BFI Wealth Solutions, LLC 0.58% of their portfolio DALLAS, TX 22,84122.8k $606.4k $606.4k 0.58% Reduced -535 -535
20 Anfield Capital Management, LLC 0.15% of their portfolio IRVINE, CA 20,11720.1k $529.1k $529.1k 0.15% New
21 DHJJ Financial Advisors, Ltd. 0.17% of their portfolio NAPERVILLE, IL 19,34319.3k $508.7k $508.7k 0.17% Reduced -160 -160
22 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 17,74517.7k $467.0k $467.0k 0.00% New
23 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 17,65017.6k $464.2k $464.2k 0.01% Reduced -3.7k -3,700
24 Avidian Wealth Enterprises, LLC 0.01% of their portfolio Houston, TX 15,37115.4k $404.3k $404.3k 0.01% Added +1.7k +1,714
25 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 15,27515.3k $401.7k $401.7k 0.01% Reduced -2.2k -2,244
26 Ignite Planners, LLC 0.06% of their portfolio SAN CLEMENTE, CA 14,95014.9k $393.2k $393.2k 0.06% Reduced -1.0k -1,020
27 SILVER OAK SECURITIES, INCORPORATED 0.03% of their portfolio JACKSON, TN 13,99614.0k $368.1k $368.1k 0.03% Added +367 +367
28 Kovack Advisors, Inc. 0.02% of their portfolio FT. LAUDERDALE, FL 13,90613.9k $368.6k $368.6k 0.02% Added +525 +525
29 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 12,85812.9k $338.2k $338.2k 0.00% Reduced -1.7k -1,726
30 First Heartland Consultants, Inc. 0.03% of their portfolio LAKE ST. LOUIS, MO 12,79012.8k $336.4k $336.4k 0.03% Added +55 +55
31 Integrity Financial Corp /WA 0.16% of their portfolio JACKSON, WY 12,19112.2k $320.6k $320.6k 0.16% Reduced -2.2k -2,182
32 WINNACLE WEALTH LLC 0.24% of their portfolio WACO, TX 11,60011.6k $305.1k $305.1k 0.24% Reduced -1.6k -1,616
33 Diligent Investors, LLC 0.07% of their portfolio REDLANDS, CA 10,80010.8k $284.0k $284.0k 0.07% Added +1.0k +1,000
34 INSIGNEO ADVISORY SERVICES, LLC 0.02% of their portfolio MIAMI, FL 10,63610.6k $279.7k $279.7k 0.02% Unchanged
35 Fragasso Financial Advisors Inc 0.02% of their portfolio SEWICKLEY, PA 10,59710.6k $280.2k $280.2k 0.02% New
36 Mariner, LLC 0.00% of their portfolio Overland Park, KS 9,7709.8k $257.0k $257.0k 0.00% Reduced -1.4k -1,450
37 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 9,5509.6k $251.2k $251.2k 0.00% Reduced -765 -765
38 SOA Wealth Advisors, LLC. 0.05% of their portfolio NEW YORK, NY 9,5049.5k $250.0k $250.0k 0.05% Reduced -2.9k -2,880
39 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 9,2709.3k $243.8k $243.8k 0.00% Added +1.2k +1,170
40 Wedmont Private Capital 0.01% of their portfolio WEST CHESTER, PA 8,8708.9k $239.1k $239.1k 0.01% New
41 Grantvest Financial Group LLC 0.14% of their portfolio MATAWAN, NJ 8,2468.2k $216.9k $216.9k 0.14% New
42 Mutual Advisors, LLC 0.00% of their portfolio OMAHA, NE 8,1998.2k $215.6k $215.6k 0.00% Unchanged
43 Asset Allocation Strategies LLC 0.04% of their portfolio FARMINGTON, MI 8,0238.0k $211.0k $211.0k 0.04% Unchanged
44 Main Street Financial Solutions, LLC 0.02% of their portfolio NEWTOWN, PA 7,8407.8k $206.2k $206.2k 0.02% Unchanged
45 CREATIVE FINANCIAL DESIGNS INC /ADV 0.01% of their portfolio KOKOMO, IN 6,5076.5k $171.1k $171.1k 0.01% Added +4.6k +4,646
46 LANARK FINANCIAL, INC. 0.01% of their portfolio BIRMINGHAM, AL 5,8345.8k $153.4k $153.4k 0.01% Unchanged
47 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 5,7635.8k $151.6k $151.6k 0.00% Added +560 +560
48 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 5,3735.4k $141.3k $141.3k 0.00% Unchanged
49 Capital Investment Advisory Services, LLC 0.01% of their portfolio RALEIGH, NC 4,6664.7k $122.7k $122.7k 0.01% Reduced -84 -84
50 Sunbelt Securities, Inc. 0.01% of their portfolio HOUSTON, TX 4,1364.1k $108.8k $108.8k 0.01% Added +273 +273
51 Pinnacle Wealth Planning Services, Inc. 0.01% of their portfolio MANSFIELD, OH 4,0264.0k $105.9k $105.9k 0.01% Unchanged
52 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.01% of their portfolio BLUE BELL, PA 2,4972.5k $65.7k $65.7k 0.01% New
53 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 2,4822.5k $65.0k $65.0k 0.00% Unchanged
54 Signature Equity Partners, LLC 0.02% of their portfolio COLUMBUS, OH 1,3311.3k $35.0k $35.0k 0.02% New
55 TWIN PEAKS WEALTH ADVISORS, LLC 0.01% of their portfolio SAN FRANCISCO, CA 1,3061.3k $34.3k $34.3k 0.01% New
56 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 1,1451.1k $30.1k $30.1k 0.00% Added +1.1k +1,085
57 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 1,0851.1k $28.5k $28.5k 0.00% New
58 CWM, LLC 0.00% of their portfolio OMAHA, NE 890890 $23.4k $23.4k 0.00% Added +450 +450
59 Park Square Financial Group, LLC 0.12% of their portfolio ROSWELL, GA 586586 $15.4k $15.4k 0.12% New
60 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 500500 $13.2k $13.2k 0.00% Unchanged
61 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 220220 $5.8k $5.8k 0.00% Unchanged
62 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 1313 $335 $335 0.00% Reduced -42 -42