Vault-13

FIRST TR EXCHNG TRADED FD VI FOCT

FT VEST US EQT · ETP · CUSIP 33740F664

129 institutional holders +35 vs Q3 2024
5,451,8945.5m shares reported held*
$232.4mreported value*
28 new 45 added 22 reduced 5 sold out net bought ≈ $93.5m (+2.2m 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 ≈ $42.63.

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 51Q4 22: 85Q1 23: 85Q2 23: 82Q3 23: 75Q4 23: 97Q1 24: 94Q2 24: 98Q3 24: 94Q4 24: 129129Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 202251
Q4 202285
Q1 202385
Q2 202382
Q3 202375
Q4 202397
Q1 202494
Q2 202498
Q3 202494
Q4 2024129

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 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 24Q3 24: 20 bought or addedQ3 24: 55 cut or sold outQ4 24: 73 bought or addedQ4 24: 27 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 20232147
Q2 20231153
Q3 20231552
Q4 20235526
Q1 20242650
Q2 20242547
Q3 20242055
Q4 20247327

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +491,129+491.1k
Cetera Investment Advisers Added +379,095+379.1k
Bleakley Financial Group, LLC New +270,666+270.7k
CreativeOne Wealth, LLC Added +174,406+174.4k
WealthPlan Investment Management, LLC New +156,445+156.4k
CWM, LLC Added +108,594+108.6k
WealthPLAN Partners, LLC New +89,956+90.0k
ACORN FINANCIAL ADVISORY SERVICES INC /ADV New +77,548+77.5k
MGO ONE SEVEN LLC Added +66,334+66.3k
COMMONWEALTH EQUITY SERVICES, LLC Added +59,915+59.9k

Biggest sellers

Prospera Financial Services Inc Reduced -116,864-116.9k
ERn Financial, LLC Sold out -66,372-66.4k
JANE STREET GROUP, LLC Sold out -32,731-32.7k
JPMORGAN CHASE & CO Reduced -30,238-30.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -25,989-26.0k
REAP Financial Group, LLC Reduced -13,046-13.0k
OneDigital Investment Advisors LLC Reduced -10,641-10.6k
LANARK FINANCIAL, INC. Reduced -8,602-8.6k
First Heartland Consultants, Inc. Sold out -6,740-6.7k
HARBOUR INVESTMENTS, INC. Reduced -6,442-6.4k

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, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 562,913562.9k $24.0m $24.0m 0.01% Added +491.1k +491,129
2 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 530,741530.7k $22.6m $22.6m 0.01% First filing
3 Cetera Investment Advisers 0.04% of their portfolio SCHAUMBURG, IL 455,252455.3k $19.4m $19.4m 0.04% Added +379.1k +379,095
4 LeClair Wealth Partners LLC 8.10% of their portfolio DUBLIN, OH 285,025285.0k $12.2m $12.2m 8.10% First filing
5 Bleakley Financial Group, LLC 0.35% of their portfolio PARSIPPANY, NJ 270,666270.7k $11.5m $11.5m 0.35% New
6 CWM, LLC 0.03% of their portfolio OMAHA, NE 188,752188.8k $8.0m $8.0m 0.03% Added +108.6k +108,594
7 CreativeOne Wealth, LLC 0.24% of their portfolio OVERLAND PARK, KS 180,388180.4k $7.7m $7.7m 0.24% Added +174.4k +174,406
8 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 162,340162.3k $6.9m $6.9m 0.01% Added +59.9k +59,915
9 WealthPlan Investment Management, LLC 0.66% of their portfolio OMAHA, NE 156,445156.4k $6.7m $6.7m 0.66% New
10 McCarthy & Cox 2.14% of their portfolio MARYSVILLE, OH 144,387144.4k $6.2m $6.2m 2.14% Added +7.2k +7,162
11 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 144,151144.2k $6.1m $6.1m 0.01% Added +44.3k +44,347
12 Bison Wealth, LLC 0.64% of their portfolio ATLANTA, GA 123,461123.5k $5.3m $5.3m 0.64% First filing
13 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 111,208111.2k $4.7m $4.7m 0.01% Added +40.3k +40,332
14 REAP Financial Group, LLC 1.13% of their portfolio AUSTIN, TX 106,512106.5k $4.5m $4.5m 1.13% Reduced -13.0k -13,046
15 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 99,60099.6k $4.2m $4.2m 0.02% Added +37.5k +37,506
16 WealthPLAN Partners, LLC 0.54% of their portfolio OMAHA, NE 89,95690.0k $3.8m $3.8m 0.54% New
17 SOA Wealth Advisors, LLC. 0.69% of their portfolio NEW YORK, NY 88,13288.1k $3.8m $3.8m 0.69% Reduced -805 -805
18 MGO ONE SEVEN LLC 0.13% of their portfolio Beachwood, OH 79,65179.7k $3.4m $3.4m 0.13% Added +66.3k +66,334
19 ACORN FINANCIAL ADVISORY SERVICES INC /ADV 0.55% of their portfolio Reston, VA 77,54877.5k $3.3m $3.3m 0.55% New
20 Valtinson Bruner Financial Planning LLC 1.14% of their portfolio NEW BRIGHTON, MN 76,72976.7k $3.3m $3.3m 1.14% Reduced -2.0k -1,990
21 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 72,36172.4k $3.1m $3.1m 0.00% Added +16.0k +15,958
22 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 64,62264.6k $2.8m $2.8m 0.01% Added +38.7k +38,722
23 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 61,87561.9k $2.6m $2.6m 0.00% Added +8.7k +8,660
24 STEPHENS INC /AR/ 0.04% of their portfolio LITTLE ROCK, AR 60,01460.0k $2.6m $2.6m 0.04% Added +13.1k +13,134
25 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 46,34146.3k $2.0m $2.0m 0.01% Added +15.7k +15,687
26 Midwest Financial Network, LLC 1.99% of their portfolio TINLEY PARK, IL 44,81344.8k $1.9m $1.9m 1.99% First filing
27 INSIGNEO ADVISORY SERVICES, LLC 0.19% of their portfolio MIAMI, FL 42,51242.5k $1.8m $1.8m 0.19% New
28 Fragasso Financial Advisors Inc 0.13% of their portfolio SEWICKLEY, PA 41,18241.2k $1.8m $1.8m 0.13% Added +2.0k +1,998
29 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 40,53640.5k $1.7m $1.7m 0.00% Added +3.5k +3,489
30 FWG Investments, LLC. 1.26% of their portfolio LEXINGTON, KY 38,05738.1k $1.6m $1.6m 1.26% Added +29.8k +29,841
31 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 38,03738.0k $1.6m $1.6m 0.00% Added +31.2k +31,222
32 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 37,09037.1k $1.6m $1.6m 0.01% Reduced -145 -145
33 SMART Wealth LLC 0.56% of their portfolio Omaha, NE 36,86236.9k $1.6m $1.6m 0.56% Added +22.3k +22,316
34 McKinley Carter Wealth Services, Inc. 0.10% of their portfolio WHEELING, WV 36,78036.8k $1.6m $1.6m 0.10% Reduced -35 -35
35 OneDigital Investment Advisors LLC 0.02% of their portfolio OVERLAND PARK, KS 36,49936.5k $1.6m $1.6m 0.02% Reduced -10.6k -10,641
36 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 33,60133.6k $1.4m $1.4m 0.00% Added +18.5k +18,509
37 Brookstone Capital Management 0.02% of their portfolio WHEATON, IL 29,53129.5k $1.3m $1.3m 0.02% Added +727 +727
38 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 28,13728.1k $1.2m $1.2m 0.00% Added +11.2k +11,195
39 Harvest Investment Services, LLC 0.28% of their portfolio Oakbrook Terrace, IL 26,65726.7k $1.1m $1.1m 0.28% New
40 FSB PREMIER WEALTH MANAGEMENT, INC. 0.40% of their portfolio WATERLOO, IA 23,53323.5k $1.0m $1.0m 0.40% Added +3.1k +3,129
41 Ameritas Advisory Services, LLC 0.03% of their portfolio Lincoln, NE 23,15423.2k $987.1k $987.1k 0.03% Added +6.4k +6,442
42 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 22,14622.1k $944.1k $944.1k 0.01% New
43 Integrity Financial Corp /WA 0.49% of their portfolio JACKSON, WY 19,88419.9k $847.7k $847.7k 0.49% Added +3.5k +3,463
44 Tanglewood Legacy Advisors, LLC 0.34% of their portfolio HOUSTON, TX 18,42618.4k $785.5k $785.5k 0.34% Unchanged
45 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 18,03818.0k $769.0k $769.0k 0.01% Added +500 +500
46 SeaCrest Wealth Management, LLC 0.08% of their portfolio PURCHASE, NY 17,38317.4k $741.0k $741.0k 0.08% Unchanged
47 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 16,79316.8k $715.9k $715.9k 0.01% Added +3.2k +3,198
48 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 15,93615.9k $679.4k $679.4k 0.00% Added +3.0k +3,022
49 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 15,39815.4k $656.4k $656.4k 0.00% Added +12.6k +12,635
50 Keystone Wealth Services, LLC 0.17% of their portfolio PALM DESERT, CA 15,12215.1k $644.7k $644.7k 0.17% Added +5.0k +4,995
51 CENTAURUS FINANCIAL, INC. 0.03% of their portfolio ANAHEIM, CA 13,23713.2k $564.0k $564.0k 0.03% New
52 FOUNDERS FINANCIAL SECURITIES LLC 0.05% of their portfolio TOWSON, MD 13,11513.1k $559.1k $559.1k 0.05% Added +5.0k +5,004
53 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 12,98213.0k $553.4k $553.4k 0.01% New
54 Schulz Wealth, LTD. 0.42% of their portfolio MANSFIELD, TX 12,87312.9k $548.8k $548.8k 0.42% Added +35 +35
55 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.10% of their portfolio BLUE BELL, PA 12,63212.6k $538.5k $538.5k 0.10% Added +5.2k +5,200
56 TFB Advisors LLC 0.15% of their portfolio OVERLAND PARK, KS 12,56812.6k $535.8k $535.8k 0.15% Added +4.5k +4,471
57 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 12,39712.4k $528.5k $528.5k 0.00% Added +20 +20
58 Pitti Group Wealth Management, LLC 0.53% of their portfolio VICTOR, NY 12,38112.4k $527.8k $527.8k 0.53% Reduced -460 -460
59 CoreCap Advisors, LLC 0.02% of their portfolio SOUTHFIELD, MI 12,35412.4k $526.7k $526.7k 0.02% Added +1.6k +1,596
60 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 12,13012.1k $517.1k $517.1k 0.01% Reduced -6.4k -6,442
61 Savvy Advisors, Inc. 0.06% of their portfolio NEW YORK, NY 12,04012.0k $513.3k $513.3k 0.06% New
62 Strategic Blueprint, LLC 0.03% of their portfolio ATLANTA, GA 11,59511.6k $494.3k $494.3k 0.03% Reduced -175 -175
63 Gallagher Fiduciary Advisors, LLC 0.09% of their portfolio ROLLING MEADOWS, IL 11,35211.4k $483.9k $483.9k 0.09% Added +2.7k +2,660
64 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 11,17811.2k $476.5k $476.5k 0.00% New
65 Octavia Wealth Advisors, LLC 0.05% of their portfolio CINCINNATI, OH 10,47210.5k $446.4k $446.4k 0.05% Reduced -577 -577
66 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 10,33210.3k $440.5k $440.5k 0.01% Added +10 +10
67 Ashton Thomas Private Wealth, LLC 0.02% of their portfolio SCOTTSDALE, AZ 10,11810.1k $431.3k $431.3k 0.02% New
68 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 9,8159.8k $418.4k $418.4k 0.00% New
69 ARBOR CAPITAL MANAGEMENT INC /ADV 0.40% of their portfolio ANCHORAGE, AK 9,4239.4k $409.2k $409.2k 0.40% Added +2.5k +2,528
70 NEW WAVE WEALTH ADVISORS LLC 0.16% of their portfolio SPRINGDALE, AR 9,4009.4k $400.7k $400.7k 0.16% New
71 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 9,3559.4k $398.8k $398.8k 0.00% New
72 VestGen Investment Management 0.11% of their portfolio EGG HARBOR TOWNSHIP, NJ 9,3109.3k $396.9k $396.9k 0.11% New
73 Semus Wealth Partners LLC 0.26% of their portfolio Boca Raton, FL 9,2349.2k $393.6k $393.6k 0.26% New
74 KINGSWOOD WEALTH ADVISORS, LLC 0.03% of their portfolio SAN DIEGO, CA 9,0969.1k $387.8k $387.8k 0.03% New
75 Archer Investment Corp 0.10% of their portfolio Carmel, IN 9,0359.0k $385.2k $385.2k 0.10% Reduced -750 -750
76 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 8,7738.8k $374.0k $374.0k 0.01% Reduced -116.9k -116,864
77 Prosperity Consulting Group, LLC 0.03% of their portfolio OWINGS MILLS, MD 8,5178.5k $363.1k $363.1k 0.03% Added +1.9k +1,946
78 Mariner, LLC 0.00% of their portfolio Overland Park, KS 8,4028.4k $358.2k $358.2k 0.00% Reduced -910 -910
79 Financial Life Planners 0.29% of their portfolio TEMPE, AZ 8,2498.2k $351.6k $351.6k 0.29% First filing
80 J.W. COLE ADVISORS, INC. 0.01% of their portfolio TAMPA, FL 8,2238.2k $350.5k $350.5k 0.01% Unchanged
81 TOWNSQUARE CAPITAL LLC 0.00% of their portfolio Lehi, UT 8,1868.2k $349.0k $349.0k 0.00% Reduced -3.2k -3,223
82 Meridian Wealth Management, LLC 0.02% of their portfolio LEXINGTON, KY 7,9838.0k $340.3k $340.3k 0.02% Unchanged
83 Gerber Kawasaki Wealth & Investment Management 0.01% of their portfolio SANTA MONICA, CA 7,5557.6k $322.1k $322.1k 0.01% Reduced -815 -815
84 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 7,2387.2k $311.7k $311.7k 0.01% Unchanged
85 WealthTrust Asset Management, LLC 0.21% of their portfolio Destin, FL 6,9076.9k $294.4k $294.4k 0.21% Unchanged
86 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 6,7616.8k $288.2k $288.2k 0.00% Unchanged
87 Glen Eagle Advisors, LLC 0.05% of their portfolio KINGSTON, NJ 6,7306.7k $286.9k $286.9k 0.05% Unchanged
88 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 6,7196.7k $286.4k $286.4k 0.00% New
89 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.02% of their portfolio BIRMINGHAM, AL 6,5586.6k $286.3k $286.3k 0.02% Added +3.8k +3,846
90 LEIGH BALDWIN & CO., LLC 0.23% of their portfolio CAZENOVIA, NY 6,4006.4k $272.8k $272.8k 0.23% First filing
91 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.01% of their portfolio LOS ANGELES, CA 6,3636.4k $271.3k $271.3k 0.01% Unchanged
92 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 6,2906.3k $274.2k $274.2k 0.00% Reduced -1.4k -1,379
93 Share Andrew L. 0.12% of their portfolio MANCHESTER, NH 6,2296.2k $265.5k $265.5k 0.12% Unchanged
94 THOROUGHBRED FINANCIAL SERVICES, LLC 0.02% of their portfolio BRENTWOOD, TN 6,2286.2k $265.0k $265.0k 0.02% Unchanged
95 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 5,9485.9k $253.6k $253.6k 0.00% New
96 Orion Portfolio Solutions, LLC 0.00% of their portfolio Omaha, NE 5,9485.9k $253.6k $253.6k 0.00% New
97 DHJJ Financial Advisors, Ltd. 0.09% of their portfolio NAPERVILLE, IL 5,6675.7k $241.6k $241.6k 0.09% Reduced -115 -115
98 Beacon Financial Advisory LLC 0.08% of their portfolio CLEVELAND, OH 5,5005.5k $234.5k $234.5k 0.08% Unchanged
99 Range Financial Group LLC 0.11% of their portfolio TIGARD, OR 5,4835.5k $233.7k $233.7k 0.11% New
100 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.00% of their portfolio IRVING, TX 5,4175.4k $230.9k $230.9k 0.00% New