Vault-13

FIRST TR EXCHNG TRADED FD VI FOCT

FT VEST US EQT · ETP · CUSIP 33740F664

98 institutional holders +4 vs Q1 2024
3,235,1613.2m shares reported held*
$134.4mreported value*
11 new 14 added 38 reduced 9 sold out net sold ≈ $14.8m (-355.1k 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 ≈ $41.53.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 51Q4 22: 85Q1 23: 85Q2 23: 82Q3 23: 75Q4 23: 97Q1 24: 94Q2 24: 9898Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 202251
Q4 202285
Q1 202385
Q2 202382
Q3 202375
Q4 202397
Q1 202494
Q2 202498

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 22: 61 bought or addedQ4 22: 23 cut or sold outQ4 22Q1 23: 21 bought or addedQ1 23: 47 cut or sold outQ2 23: 11 bought or addedQ2 23: 53 cut or sold outQ2 23Q3 23: 15 bought or addedQ3 23: 52 cut or sold outQ4 23: 55 bought or addedQ4 23: 26 cut or sold outQ4 23Q1 24: 26 bought or addedQ1 24: 50 cut or sold outQ2 24: 25 bought or addedQ2 24: 47 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 20226123
Q1 20232147
Q2 20231153
Q3 20231552
Q4 20235526
Q1 20242650
Q2 20242547

Biggest buyers

Legacy Capital Wealth Partners, LLC New +156,369+156.4k
ERn Financial, LLC Added +43,977+44.0k
ASSETMARK, INC New +23,662+23.7k
CITADEL ADVISORS LLC New +15,340+15.3k
ENVESTNET ASSET MANAGEMENT INC Added +11,625+11.6k
Meridian Wealth Management, LLC New +7,983+8.0k
B. Riley Wealth Advisors, Inc. New +6,500+6.5k
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC New +6,363+6.4k
TFB Advisors LLC New +6,175+6.2k
SMART Wealth LLC Added +5,557+5.6k

Biggest sellers

Financial Designs Corp Sold out -300,994-301.0k
OSAIC HOLDINGS, INC. Reduced -116,301-116.3k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -45,432-45.4k
JPMORGAN CHASE & CO Reduced -28,344-28.3k
ROYAL BANK OF CANADA Reduced -16,241-16.2k
CWM, LLC Reduced -15,881-15.9k
Atria Investments, Inc Reduced -12,464-12.5k
HARBOUR INVESTMENTS, INC. Reduced -11,917-11.9k
RAYMOND JAMES & ASSOCIATES Reduced -10,660-10.7k
BEACON FINANCIAL GROUP Sold out -9,789-9.8k

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 +2.6 pts · filed 2026-10-27 74.6% +2.6 pts 16.6m≈ $870.5m 2026-10-27

Holders, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 247,800247.8k $10.3m $10.3m 0.02% Reduced -45.4k -45,432
2 CWM, LLC 0.05% of their portfolio OMAHA, NE 235,115235.1k $9.8m $9.8m 0.05% Reduced -15.9k -15,881
3 Legacy Capital Wealth Partners, LLC 1.65% of their portfolio LITTLE ROCK, AR 156,369156.4k $6.5m $6.5m 1.65% New
4 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 152,284152.3k $6.3m $6.3m 0.00% Added +11.6k +11,625
5 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 151,858151.9k $6.3m $6.3m 0.01% Reduced -497 -497
6 ERn Financial, LLC 0.50% of their portfolio MIDDLETON, WI 146,446146.4k $6.1m $6.1m 0.50% Added +44.0k +43,977
7 McCarthy & Cox 2.19% of their portfolio MARYSVILLE, OH 137,225137.2k $5.7m $5.7m 2.19% Unchanged
8 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 131,570131.6k $5.5m $5.5m 0.01% Reduced -708 -708
9 REAP Financial Group, LLC 1.43% of their portfolio AUSTIN, TX 127,672127.7k $5.3m $5.3m 1.43% Reduced -562 -562
10 Prospera Financial Services Inc 0.14% of their portfolio Dallas, TX 124,062124.1k $5.2m $5.2m 0.14% Added +624 +624
11 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 107,972108.0k $4.5m $4.5m 0.01% Reduced -116.3k -116,301
12 STEPHENS INC /AR/ 0.06% of their portfolio LITTLE ROCK, AR 98,35298.4k $4.1m $4.1m 0.06% Reduced -400 -400
13 SOA Wealth Advisors, LLC. 0.74% of their portfolio NEW YORK, NY 89,00489.0k $3.7m $3.7m 0.74% Reduced -1.2k -1,204
14 Valtinson Bruner Financial Planning LLC 1.30% of their portfolio NEW BRIGHTON, MN 78,89178.9k $3.3m $3.3m 1.30% Reduced -2.5k -2,526
15 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 74,71474.7k $3.1m $3.1m 0.00% Reduced -10.7k -10,660
16 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 65,69865.7k $2.7m $2.7m 0.02% Reduced -6.4k -6,379
17 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 61,22061.2k $2.5m $2.5m 0.00% Reduced -16.2k -16,241
18 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 54,04954.0k $2.2m $2.2m 0.00% Reduced -1.5k -1,456
19 OneDigital Investment Advisors LLC 0.02% of their portfolio OVERLAND PARK, KS 47,94447.9k $2.0m $2.0m 0.02% Added +2.4k +2,396
20 AE Wealth Management LLC 0.02% of their portfolio TOPEKA, KS 40,43640.4k $1.7m $1.7m 0.02% Reduced -6.3k -6,319
21 Fragasso Financial Advisors Inc 0.13% of their portfolio SEWICKLEY, PA 39,18639.2k $1.6m $1.6m 0.13% Reduced -1 -1
22 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 37,84337.8k $1.6m $1.6m 0.00% Added +1.0k +1,005
23 McKinley Carter Wealth Services, Inc. 0.10% of their portfolio WHEELING, WV 37,13537.1k $1.5m $1.5m 0.10% Unchanged
24 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 35,98236.0k $1.5m $1.5m 0.01% Added +499 +499
25 WOLFF WIESE MAGANA LLC 1.16% of their portfolio CARSLBAD, CA 35,07635.1k $1.5m $1.5m 1.16% Reduced -1.8k -1,786
26 Brookstone Capital Management 0.02% of their portfolio WHEATON, IL 28,80428.8k $1.2m $1.2m 0.02% Reduced -60 -60
27 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 25,90625.9k $1.1m $1.1m 0.00% Reduced -31 -31
28 HARBOUR INVESTMENTS, INC. 0.03% of their portfolio MADISON, WI 24,60524.6k $1.0m $1.0m 0.03% Reduced -11.9k -11,917
29 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 23,66223.7k $982.9k $982.9k 0.00% New
30 Capital Analysts, LLC 0.04% of their portfolio FORT WASHINGTON, PA 22,65222.7k $941.0k $941.0k 0.04% Unchanged
31 CreativeOne Wealth, LLC 0.05% of their portfolio OVERLAND PARK, KS 22,24222.2k $924.0k $924.0k 0.05% Added +1.3k +1,266
32 FSB PREMIER WEALTH MANAGEMENT, INC. 0.40% of their portfolio WATERLOO, IA 21,18521.2k $880.0k $880.0k 0.40% Reduced -9.5k -9,509
33 Tanglewood Legacy Advisors, LLC 0.36% of their portfolio HOUSTON, TX 18,42618.4k $765.4k $765.4k 0.36% Unchanged
34 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 17,78617.8k $738.8k $738.8k 0.00% Reduced -3.1k -3,080
35 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 17,53817.5k $728.5k $728.5k 0.01% Reduced -5.7k -5,675
36 SeaCrest Wealth Management, LLC 0.08% of their portfolio PURCHASE, NY 17,38317.4k $722.1k $722.1k 0.08% Unchanged
37 Integrity Financial Corp /WA 0.44% of their portfolio JACKSON, WY 17,08217.1k $709.6k $709.6k 0.44% Reduced -159 -159
38 Ameritas Advisory Services, LLC 0.03% of their portfolio Lincoln, NE 16,56216.6k $688.0k $688.0k 0.03% Unchanged
39 MGO ONE SEVEN LLC 0.03% of their portfolio Beachwood, OH 16,13616.1k $670.3k $670.3k 0.03% Added +34 +34
40 Strategic Blueprint, LLC 0.05% of their portfolio ATLANTA, GA 15,92915.9k $661.7k $661.7k 0.05% Reduced -4.5k -4,512
41 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 15,86915.9k $659.2k $659.2k 0.00% Reduced -2.3k -2,315
42 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 15,34015.3k $637.2k $637.2k 0.00% New
43 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 14,63514.6k $607.9k $607.9k 0.00% Reduced -1.6k -1,553
44 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 14,09414.1k $585.5k $585.5k 0.00% Reduced -28.3k -28,344
45 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 13,62713.6k $566.1k $566.1k 0.01% Unchanged
46 Pitti Group Wealth Management, LLC 0.54% of their portfolio VICTOR, NY 12,84112.8k $499.4k $499.4k 0.54% Unchanged
47 Schulz Wealth, LTD. 0.45% of their portfolio MANSFIELD, TX 12,83812.8k $533.3k $533.3k 0.45% Unchanged
48 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 12,57212.6k $522.2k $522.2k 0.01% Reduced -12.5k -12,464
49 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 12,44512.4k $517.0k $517.0k 0.02% Unchanged
50 TOWNSQUARE CAPITAL LLC 0.01% of their portfolio Lehi, UT 11,49611.5k $477.5k $477.5k 0.01% Reduced -75 -75
51 First Heartland Consultants, Inc. 0.05% of their portfolio LAKE ST. LOUIS, MO 11,46811.5k $476.0k $476.0k 0.05% Added +375 +375
52 Sage Capital Advisors,llc 0.13% of their portfolio SIOUX FALLS, SD 11,12111.1k $462.0k $462.0k 0.13% Reduced -569 -569
53 SMART Wealth LLC 0.19% of their portfolio Omaha, NE 11,09311.1k $460.8k $460.8k 0.19% Added +5.6k +5,557
54 Octavia Wealth Advisors, LLC 0.06% of their portfolio CINCINNATI, OH 11,04911.0k $459.0k $459.0k 0.06% Unchanged
55 Keystone Wealth Services, LLC 0.13% of their portfolio PALM DESERT, CA 10,12710.1k $420.7k $420.7k 0.13% Unchanged
56 Archer Investment Corp 0.12% of their portfolio Carmel, IN 9,7859.8k $406.5k $406.5k 0.12% Unchanged
57 CoreCap Advisors, LLC 0.04% of their portfolio SOUTHFIELD, MI 9,5959.6k $398.6k $398.6k 0.04% Added +1.3k +1,270
58 Mariner, LLC 0.00% of their portfolio Overland Park, KS 9,4629.5k $393.1k $393.1k 0.00% Unchanged
59 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 9,2479.2k $384.1k $384.1k 0.00% Reduced -4.4k -4,379
60 FWG Investments, LLC. 0.38% of their portfolio LEXINGTON, KY 8,9719.0k $372.7k $372.7k 0.38% Reduced -76 -76
61 LANARK FINANCIAL, INC. 0.03% of their portfolio BIRMINGHAM, AL 8,7458.7k $363.0k $363.0k 0.03% Reduced -1.0k -1,015
62 Gallagher Fiduciary Advisors, LLC 0.08% of their portfolio ROLLING MEADOWS, IL 8,6928.7k $361.1k $361.1k 0.08% Reduced -25 -25
63 Gerber Kawasaki Wealth & Investment Management 0.02% of their portfolio SANTA MONICA, CA 8,3708.4k $347.7k $347.7k 0.02% Added +725 +725
64 J.W. COLE ADVISORS, INC. 0.02% of their portfolio TAMPA, FL 8,0338.0k $333.7k $333.7k 0.02% Unchanged
65 Meridian Wealth Management, LLC 0.04% of their portfolio LEXINGTON, KY 7,9838.0k $331.6k $331.6k 0.04% New
66 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 7,8617.9k $326.5k $326.5k 0.00% Reduced -1.4k -1,400
67 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.07% of their portfolio BLUE BELL, PA 7,7217.7k $320.7k $320.7k 0.07% Unchanged
68 DHJJ Financial Advisors, Ltd. 0.12% of their portfolio NAPERVILLE, IL 7,0327.0k $292.1k $292.1k 0.12% Unchanged
69 ARBOR CAPITAL MANAGEMENT INC /ADV 0.26% of their portfolio ANCHORAGE, AK 6,9476.9k $288.8k $288.8k 0.26% Unchanged
70 WealthTrust Asset Management, LLC 0.21% of their portfolio Destin, FL 6,9076.9k $286.9k $286.9k 0.21% Unchanged
71 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 6,8956.9k $286.0k $286.0k 0.00% Reduced -546 -546
72 Glen Eagle Advisors, LLC 0.05% of their portfolio KINGSTON, NJ 6,7306.7k $279.6k $279.6k 0.05% Unchanged
73 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 6,5006.5k $270.0k $270.0k 0.01% New
74 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.01% of their portfolio LOS ANGELES, CA 6,3636.4k $264.3k $264.3k 0.01% New
75 Share Andrew L. 0.14% of their portfolio MANCHESTER, NH 6,2296.2k $258.8k $258.8k 0.14% Unchanged
76 THOROUGHBRED FINANCIAL SERVICES, LLC 0.02% of their portfolio BRENTWOOD, TN 6,2286.2k $258.0k $258.0k 0.02% Unchanged
77 TFB Advisors LLC 0.08% of their portfolio OVERLAND PARK, KS 6,1756.2k $256.5k $256.5k 0.08% New
78 Beacon Financial Advisory LLC 0.09% of their portfolio CLEVELAND, OH 5,5005.5k $228.5k $228.5k 0.09% Unchanged
79 StoneX Group Inc. 0.02% of their portfolio NEW YORK, NY 5,3155.3k $220.8k $220.8k 0.02% New
80 Financial Network Wealth Advisors LLC 0.16% of their portfolio MURRAY, UT 5,2685.3k $218.8k $218.8k 0.16% Unchanged
81 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 5,1765.2k $215.0k $215.0k 0.00% Unchanged
82 Orion Portfolio Solutions, LLC 0.00% of their portfolio Omaha, NE 5,1765.2k $215.0k $215.0k 0.00% Unchanged
83 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 5,1525.2k $214.0k $214.0k 0.00% New
84 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 5,0905.1k $206.0k $206.0k 0.00% First filing
85 TRANSCEND CAPITAL ADVISORS, LLC 0.01% of their portfolio MADISON, NJ 4,9004.9k $203.5k $203.5k 0.01% New
86 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.01% of their portfolio BIRMINGHAM, AL 2,7122.7k $112.7k $112.7k 0.01% Unchanged
87 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 2,1102.1k $87.6k $87.6k 0.00% Added +160 +160
88 Sunbelt Securities, Inc. 0.01% of their portfolio HOUSTON, TX 2,0242.0k $84.1k $84.1k 0.01% Reduced -718 -718
89 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 1,2271.2k $51.0k $51.0k 0.00% New
90 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 1,0601.1k $44.0k $44.0k 0.00% Unchanged
91 UBS Group AG 0.00% of their portfolio ZURICH, V8 892892 $37.1k $37.1k 0.00% Added +585 +585
92 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 746746 $31.0k $31.0k 0.00% Unchanged
93 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 630630 $26.2k $26.2k 0.00% Unchanged
94 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 555555 $23.1k $23.1k 0.00% Unchanged
95 Caitlin John, LLC 0.01% of their portfolio BRIGHTON, MI 404404 $16.8k $16.8k 0.01% Unchanged
96 TUCKER ASSET MANAGEMENT LLC 0.00% of their portfolio LITTLETON, CO 237237 $9.8k $9.8k 0.00% Unchanged
97 Coppell Advisory Solutions LLC 0.00% of their portfolio COPPELL, TX 100100 $4.2k $4.2k 0.00% First filing
98 EPG Wealth Management LLC 0.00% of their portfolio ATLANTA, GA 00 $5.7k $5.7k 0.00% Reduced -137 -137