Vault-13

FIRST TR EXCHNG TRADED FD VI FOCT

FT VEST US EQT · ETP · CUSIP 33740F664

94 institutional holders -4 vs Q2 2024
2,448,4682.4m shares reported held*
$103.4mreported value*
6 new 14 added 45 reduced 10 sold out net sold ≈ $33.2m (-786.7k 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 ≈ $42.24.

Trends to Q3 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: 98Q3 24: 9494Q3 22Q1 23Q3 23Q1 24Q3 24
Numbers
QuarterHolders
Q3 202251
Q4 202285
Q1 202385
Q2 202382
Q3 202375
Q4 202397
Q1 202494
Q2 202498
Q3 202494

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 outQ1 23: 21 bought or addedQ1 23: 47 cut or sold outQ1 23Q2 23: 11 bought or addedQ2 23: 53 cut or sold outQ3 23: 15 bought or addedQ3 23: 52 cut or sold outQ3 23Q4 23: 55 bought or addedQ4 23: 26 cut or sold outQ1 24: 26 bought or addedQ1 24: 50 cut or sold outQ1 24Q2 24: 25 bought or addedQ2 24: 47 cut or sold outQ3 24: 20 bought or addedQ3 24: 55 cut or sold outQ3 24
Numbers
QuarterBought or addedCut or sold out
Q4 20226123
Q1 20232147
Q2 20231153
Q3 20231552
Q4 20235526
Q1 20242650
Q2 20242547
Q3 20242055

Biggest buyers

ASSETMARK, INC Added +47,214+47.2k
JANE STREET GROUP, LLC New +32,731+32.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +25,989+26.0k
JPMORGAN CHASE & CO Added +17,286+17.3k
FOUNDERS FINANCIAL SECURITIES LLC New +8,111+8.1k
Mutual Advisors, LLC New +7,238+7.2k
Prosperity Consulting Group, LLC New +6,571+6.6k
UBS Group AG Added +3,760+3.8k
SMART Wealth LLC Added +3,453+3.5k
Sanctuary Advisors, LLC Added +2,579+2.6k

Biggest sellers

Legacy Capital Wealth Partners, LLC Sold out -156,369-156.4k
CWM, LLC Reduced -154,957-155.0k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -145,375-145.4k
ENVESTNET ASSET MANAGEMENT INC Reduced -80,500-80.5k
ERn Financial, LLC Reduced -80,074-80.1k
Cetera Investment Advisers Reduced -75,701-75.7k
STEPHENS INC /AR/ Reduced -51,472-51.5k
WOLFF WIESE MAGANA LLC Sold out -35,076-35.1k
Capital Analysts, LLC Reduced -20,572-20.6k
CreativeOne Wealth, LLC Reduced -16,260-16.3k

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

Holders, Q3 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 McCarthy & Cox 2.22% of their portfolio MARYSVILLE, OH 137,225137.2k $5.8m $5.8m 2.22% Unchanged
2 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 131,820131.8k $5.6m $5.6m 0.01% Added +250 +250
3 Prospera Financial Services Inc 0.14% of their portfolio Dallas, TX 125,637125.6k $5.3m $5.3m 0.14% Added +1.6k +1,575
4 REAP Financial Group, LLC 1.24% of their portfolio AUSTIN, TX 119,558119.6k $5.1m $5.1m 1.24% Reduced -8.1k -8,114
5 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 102,425102.4k $4.3m $4.3m 0.01% Reduced -145.4k -145,375
6 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 99,80499.8k $4.2m $4.2m 0.01% Reduced -8.2k -8,168
7 SOA Wealth Advisors, LLC. 0.72% of their portfolio NEW YORK, NY 88,93788.9k $3.8m $3.8m 0.72% Reduced -67 -67
8 CWM, LLC 0.01% of their portfolio OMAHA, NE 80,15880.2k $3.4m $3.4m 0.01% Reduced -155.0k -154,957
9 Valtinson Bruner Financial Planning LLC 1.16% of their portfolio NEW BRIGHTON, MN 78,71978.7k $3.3m $3.3m 1.16% Reduced -172 -172
10 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 76,15776.2k $3.2m $3.2m 0.01% Reduced -75.7k -75,701
11 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 72,29672.3k $3.1m $3.1m 0.00% Reduced -2.4k -2,418
12 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 71,78471.8k $3.0m $3.0m 0.00% Reduced -80.5k -80,500
13 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 70,87670.9k $3.0m $3.0m 0.01% Added +47.2k +47,214
14 ERn Financial, LLC 0.43% of their portfolio MIDDLETON, WI 66,37266.4k $2.8m $2.8m 0.43% Reduced -80.1k -80,074
15 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 62,09462.1k $2.6m $2.6m 0.01% Reduced -3.6k -3,604
16 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 56,40356.4k $2.4m $2.4m 0.00% Reduced -4.8k -4,817
17 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 53,21553.2k $2.2m $2.2m 0.00% Reduced -834 -834
18 OneDigital Investment Advisors LLC 0.02% of their portfolio OVERLAND PARK, KS 47,14047.1k $2.0m $2.0m 0.02% Reduced -804 -804
19 STEPHENS INC /AR/ 0.03% of their portfolio LITTLE ROCK, AR 46,88046.9k $2.0m $2.0m 0.03% Reduced -51.5k -51,472
20 Fragasso Financial Advisors Inc 0.13% of their portfolio SEWICKLEY, PA 39,18439.2k $1.7m $1.7m 0.13% Reduced -2 -2
21 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 37,23537.2k $1.6m $1.6m 0.01% Reduced -3.2k -3,201
22 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 37,04737.0k $1.6m $1.6m 0.00% Reduced -796 -796
23 McKinley Carter Wealth Services, Inc. 0.09% of their portfolio WHEELING, WV 36,81536.8k $1.6m $1.6m 0.09% Reduced -320 -320
24 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 32,73132.7k $1.4m $1.4m 0.00% New
25 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 31,38031.4k $1.3m $1.3m 0.00% Added +17.3k +17,286
26 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 30,65430.7k $1.3m $1.3m 0.00% Reduced -5.3k -5,328
27 Brookstone Capital Management 0.02% of their portfolio WHEATON, IL 28,80428.8k $1.2m $1.2m 0.02% Unchanged
28 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 25,98926.0k $1.1m $1.1m 0.00% New
29 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 25,90025.9k $1.1m $1.1m 0.00% Reduced -6 -6
30 FSB PREMIER WEALTH MANAGEMENT, INC. 0.35% of their portfolio WATERLOO, IA 20,40420.4k $862.2k $862.2k 0.35% Reduced -781 -781
31 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 18,57218.6k $784.8k $784.8k 0.02% Reduced -6.0k -6,033
32 Tanglewood Legacy Advisors, LLC 0.35% of their portfolio HOUSTON, TX 18,42618.4k $778.6k $778.6k 0.35% Unchanged
33 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 17,53817.5k $741.1k $741.1k 0.01% Unchanged
34 SeaCrest Wealth Management, LLC 0.08% of their portfolio PURCHASE, NY 17,38317.4k $734.5k $734.5k 0.08% Unchanged
35 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 16,94216.9k $715.9k $715.9k 0.00% Reduced -844 -844
36 Ameritas Advisory Services, LLC 0.03% of their portfolio Lincoln, NE 16,71216.7k $706.2k $706.2k 0.03% Added +150 +150
37 Integrity Financial Corp /WA 0.41% of their portfolio JACKSON, WY 16,42116.4k $693.9k $693.9k 0.41% Reduced -661 -661
38 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 15,09215.1k $637.7k $637.7k 0.00% Reduced -777 -777
39 SMART Wealth LLC 0.24% of their portfolio Omaha, NE 14,54614.5k $614.6k $614.6k 0.24% Added +3.5k +3,453
40 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 13,59513.6k $574.5k $574.5k 0.01% Reduced -32 -32
41 MGO ONE SEVEN LLC 0.02% of their portfolio Beachwood, OH 13,31713.3k $562.7k $562.7k 0.02% Reduced -2.8k -2,819
42 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 12,91412.9k $545.7k $545.7k 0.00% Reduced -2.4k -2,426
43 Pitti Group Wealth Management, LLC 0.54% of their portfolio VICTOR, NY 12,84112.8k $499.4k $499.4k 0.54% Unchanged
44 Schulz Wealth, LTD. 0.42% of their portfolio MANSFIELD, TX 12,83812.8k $542.5k $542.5k 0.42% Unchanged
45 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 12,37712.4k $523.0k $523.0k 0.00% Reduced -2.3k -2,258
46 Strategic Blueprint, LLC 0.03% of their portfolio ATLANTA, GA 11,77011.8k $497.3k $497.3k 0.03% Reduced -4.2k -4,159
47 TOWNSQUARE CAPITAL LLC 0.01% of their portfolio Lehi, UT 11,40911.4k $482.1k $482.1k 0.01% Reduced -87 -87
48 Octavia Wealth Advisors, LLC 0.06% of their portfolio CINCINNATI, OH 11,04911.0k $466.9k $466.9k 0.06% Unchanged
49 CoreCap Advisors, LLC 0.02% of their portfolio SOUTHFIELD, MI 10,75810.8k $454.6k $454.6k 0.02% Added +1.2k +1,163
50 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 10,32210.3k $436.2k $436.2k 0.02% Reduced -2.1k -2,123
51 Keystone Wealth Services, LLC 0.12% of their portfolio PALM DESERT, CA 10,12710.1k $427.9k $427.9k 0.12% Unchanged
52 Archer Investment Corp 0.11% of their portfolio Carmel, IN 9,7859.8k $413.5k $413.5k 0.11% Unchanged
53 Mariner, LLC 0.00% of their portfolio Overland Park, KS 9,3129.3k $393.5k $393.5k 0.00% Reduced -150 -150
54 Gallagher Fiduciary Advisors, LLC 0.07% of their portfolio ROLLING MEADOWS, IL 8,6928.7k $367.3k $367.3k 0.07% Unchanged
55 LANARK FINANCIAL, INC. 0.03% of their portfolio BIRMINGHAM, AL 8,6128.6k $363.0k $363.0k 0.03% Reduced -133 -133
56 Gerber Kawasaki Wealth & Investment Management 0.02% of their portfolio SANTA MONICA, CA 8,3708.4k $353.7k $353.7k 0.02% Unchanged
57 J.W. COLE ADVISORS, INC. 0.01% of their portfolio TAMPA, FL 8,2238.2k $347.5k $347.5k 0.01% Added +190 +190
58 FWG Investments, LLC. 0.30% of their portfolio LEXINGTON, KY 8,2168.2k $347.2k $347.2k 0.30% Reduced -755 -755
59 FOUNDERS FINANCIAL SECURITIES LLC 0.03% of their portfolio TOWSON, MD 8,1118.1k $342.7k $342.7k 0.03% New
60 TFB Advisors LLC 0.10% of their portfolio OVERLAND PARK, KS 8,0978.1k $342.1k $342.1k 0.10% Added +1.9k +1,922
61 Meridian Wealth Management, LLC 0.02% of their portfolio LEXINGTON, KY 7,9838.0k $337.3k $337.3k 0.02% Unchanged
62 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 7,6697.7k $329.3k $329.3k 0.00% Added +2.6k +2,579
63 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.06% of their portfolio BLUE BELL, PA 7,4327.4k $314.0k $314.0k 0.06% Reduced -289 -289
64 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 7,2387.2k $305.6k $305.6k 0.01% New
65 WealthTrust Asset Management, LLC 0.22% of their portfolio Destin, FL 6,9076.9k $291.9k $291.9k 0.22% Unchanged
66 ARBOR CAPITAL MANAGEMENT INC /ADV 0.28% of their portfolio ANCHORAGE, AK 6,8956.9k $291.9k $291.9k 0.28% Reduced -52 -52
67 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 6,8156.8k $288.0k $288.0k 0.00% Reduced -80 -80
68 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 6,7616.8k $285.7k $285.7k 0.00% Reduced -1.1k -1,100
69 First Heartland Consultants, Inc. 0.03% of their portfolio LAKE ST. LOUIS, MO 6,7406.7k $285.0k $285.0k 0.03% Reduced -4.7k -4,728
70 Glen Eagle Advisors, LLC 0.05% of their portfolio KINGSTON, NJ 6,7306.7k $284.4k $284.4k 0.05% Unchanged
71 Prosperity Consulting Group, LLC 0.02% of their portfolio OWINGS MILLS, MD 6,5716.6k $277.7k $277.7k 0.02% New
72 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.01% of their portfolio LOS ANGELES, CA 6,3636.4k $268.9k $268.9k 0.01% Unchanged
73 Share Andrew L. 0.17% of their portfolio MANCHESTER, NH 6,2296.2k $263.2k $263.2k 0.17% Unchanged
74 THOROUGHBRED FINANCIAL SERVICES, LLC 0.02% of their portfolio BRENTWOOD, TN 6,2286.2k $263.0k $263.0k 0.02% Unchanged
75 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 5,9826.0k $252.8k $252.8k 0.01% Reduced -16.3k -16,260
76 DHJJ Financial Advisors, Ltd. 0.10% of their portfolio NAPERVILLE, IL 5,7825.8k $244.3k $244.3k 0.10% Reduced -1.2k -1,250
77 Beacon Financial Advisory LLC 0.08% of their portfolio CLEVELAND, OH 5,5005.5k $232.4k $232.4k 0.08% Unchanged
78 TRANSCEND CAPITAL ADVISORS, LLC 0.01% of their portfolio MADISON, NJ 4,9004.9k $207.1k $207.1k 0.01% Unchanged
79 UBS Group AG 0.00% of their portfolio ZURICH, V8 4,6524.7k $196.6k $196.6k 0.00% Added +3.8k +3,760
80 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 2,7632.8k $116.8k $116.8k 0.00% Added +1.5k +1,536
81 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.01% of their portfolio BIRMINGHAM, AL 2,7122.7k $114.6k $114.6k 0.01% Unchanged
82 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 2,3602.4k $99.7k $99.7k 0.00% Added +250 +250
83 Financial Network Wealth Advisors LLC 0.08% of their portfolio MURRAY, UT 2,2202.2k $93.8k $93.8k 0.08% Reduced -3.0k -3,048
84 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 2,0802.1k $88.0k $88.0k 0.00% Reduced -20.6k -20,572
85 Sunbelt Securities, Inc. 0.01% of their portfolio HOUSTON, TX 2,0242.0k $85.5k $85.5k 0.01% Unchanged
86 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 1,0601.1k $44.8k $44.8k 0.00% Unchanged
87 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 1,0531.1k $44.5k $44.5k 0.00% New
88 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 746746 $31.5k $31.5k 0.00% Unchanged
89 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 630630 $26.6k $26.6k 0.00% Unchanged
90 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 555555 $23.5k $23.5k 0.00% Unchanged
91 Caitlin John, LLC 0.01% of their portfolio BRIGHTON, MI 404404 $17.4k $17.4k 0.01% Unchanged
92 TUCKER ASSET MANAGEMENT LLC 0.00% of their portfolio LITTLETON, CO 237237 $10.0k $10.0k 0.00% Unchanged
93 EPG Wealth Management LLC 0.00% of their portfolio ATLANTA, GA 137137 $5.8k $5.8k 0.00% Added +137 +137
94 Coppell Advisory Solutions LLC 0.00% of their portfolio COPPELL, TX 100100 $4.2k $4.2k 0.00% Unchanged