Vault-13

FIRST TR EXCHNG TRADED FD VI FOCT

FT VEST US EQT · ETP · CUSIP 33740F664

121 institutional holders -8 vs Q4 2024
4,677,4244.7m shares reported held*
$194.1mreported value*
8 new 29 added 47 reduced 16 sold out net sold ≈ $32.1m (-774.5k 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 ≈ $41.50.

Trends to Q1 2025

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: 129Q1 25: 121121Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202251
Q4 202285
Q1 202385
Q2 202382
Q3 202375
Q4 202397
Q1 202494
Q2 202498
Q3 202494
Q4 2024129
Q1 2025121

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 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 24Q4 24: 73 bought or addedQ4 24: 27 cut or sold outQ1 25: 37 bought or addedQ1 25: 63 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20231153
Q3 20231552
Q4 20235526
Q1 20242650
Q2 20242547
Q3 20242055
Q4 20247327
Q1 20253763

Biggest buyers

Harvest Investment Services, LLC Added +259,374+259.4k
Capital Analysts, LLC Added +74,961+75.0k
RAYMOND JAMES FINANCIAL INC Added +56,092+56.1k
ASSETMARK, INC Added +43,677+43.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +37,364+37.4k
JANE STREET GROUP, LLC New +16,422+16.4k
Strategic Blueprint, LLC Added +12,085+12.1k
Brookstone Capital Management Added +10,298+10.3k
LANARK FINANCIAL, INC. Added +9,887+9.9k
Farther Finance Advisors, LLC New +9,642+9.6k

Biggest sellers

ENVESTNET ASSET MANAGEMENT INC Reduced -286,968-287.0k
LeClair Wealth Partners LLC Sold out -285,025-285.0k
WealthPlan Investment Management, LLC Sold out -156,445-156.4k
McCarthy & Cox Reduced -139,289-139.3k
CreativeOne Wealth, LLC Reduced -127,026-127.0k
Cetera Investment Advisers Reduced -115,185-115.2k
WealthPLAN Partners, LLC Sold out -89,956-90.0k
Atria Investments, Inc Sold out -22,146-22.1k
OSAIC HOLDINGS, INC. Reduced -11,581-11.6k
Kestra Advisory Services, LLC Reduced -10,783-10.8k

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, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 586,833586.8k $24.4m $24.4m 0.01% Added +56.1k +56,092
2 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 340,067340.1k $14.1m $14.1m 0.03% Reduced -115.2k -115,185
3 Harvest Investment Services, LLC 3.31% of their portfolio Oakbrook Terrace, IL 286,031286.0k $11.9m $11.9m 3.31% Added +259.4k +259,374
4 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 275,945275.9k $11.5m $11.5m 0.00% Reduced -287.0k -286,968
5 Bleakley Financial Group, LLC 0.36% of their portfolio PARSIPPANY, NJ 267,935267.9k $11.1m $11.1m 0.36% Reduced -2.7k -2,731
6 CWM, LLC 0.03% of their portfolio OMAHA, NE 178,368178.4k $7.4m $7.4m 0.03% Reduced -10.4k -10,384
7 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 160,713160.7k $6.7m $6.7m 0.01% Reduced -1.6k -1,627
8 ASSETMARK, INC 0.02% of their portfolio CONCORD, CA 154,885154.9k $6.4m $6.4m 0.02% Added +43.7k +43,677
9 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 132,570132.6k $5.5m $5.5m 0.01% Reduced -11.6k -11,581
10 Bison Wealth, LLC 0.46% of their portfolio ATLANTA, GA 117,982118.0k $4.9m $4.9m 0.46% Reduced -5.5k -5,479
11 REAP Financial Group, LLC 1.09% of their portfolio AUSTIN, TX 106,109106.1k $4.4m $4.4m 1.09% Reduced -403 -403
12 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 88,81788.8k $3.7m $3.7m 0.02% Reduced -10.8k -10,783
13 SOA Wealth Advisors, LLC. 0.76% of their portfolio NEW YORK, NY 88,04488.0k $3.7m $3.7m 0.76% Reduced -88 -88
14 MGO ONE SEVEN LLC 0.13% of their portfolio Beachwood, OH 78,50778.5k $3.3m $3.3m 0.13% Reduced -1.1k -1,144
15 Capital Analysts, LLC 0.12% of their portfolio FORT WASHINGTON, PA 77,45077.5k $3.2m $3.2m 0.12% Added +75.0k +74,961
16 Valtinson Bruner Financial Planning LLC 1.04% of their portfolio NEW BRIGHTON, MN 74,47374.5k $3.1m $3.1m 1.04% Reduced -2.3k -2,256
17 ACORN FINANCIAL ADVISORY SERVICES INC /ADV 0.56% of their portfolio Reston, VA 74,01474.0k $3.1m $3.1m 0.56% Reduced -3.5k -3,534
18 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 73,51273.5k $3.1m $3.1m 0.00% Added +1.2k +1,151
19 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 67,84767.8k $2.8m $2.8m 0.01% Added +3.2k +3,225
20 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 64,32364.3k $2.7m $2.7m 0.00% Added +2.4k +2,448
21 STEPHENS INC /AR/ 0.04% of their portfolio LITTLE ROCK, AR 60,01460.0k $2.5m $2.5m 0.04% Unchanged
22 CreativeOne Wealth, LLC 0.07% of their portfolio OVERLAND PARK, KS 53,36253.4k $2.2m $2.2m 0.07% Reduced -127.0k -127,026
23 Midwest Financial Network, LLC 2.10% of their portfolio TINLEY PARK, IL 50,74350.7k $2.1m $2.1m 2.10% Added +5.9k +5,930
24 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 45,65645.7k $1.9m $1.9m 0.01% Reduced -685 -685
25 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 41,55441.6k $1.7m $1.7m 0.00% Added +3.5k +3,517
26 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 41,52341.5k $1.7m $1.7m 0.00% Added +987 +987
27 SMART Wealth LLC 0.62% of their portfolio Omaha, NE 41,39741.4k $1.7m $1.7m 0.62% Added +4.5k +4,535
28 Fragasso Financial Advisors Inc 0.12% of their portfolio SEWICKLEY, PA 40,54440.5k $1.7m $1.7m 0.12% Reduced -638 -638
29 INSIGNEO ADVISORY SERVICES, LLC 0.17% of their portfolio MIAMI, FL 40,27540.3k $1.7m $1.7m 0.17% Reduced -2.2k -2,237
30 Brookstone Capital Management 0.02% of their portfolio WHEATON, IL 39,82939.8k $1.7m $1.7m 0.02% Added +10.3k +10,298
31 FWG Investments, LLC. 1.83% of their portfolio LEXINGTON, KY 37,49637.5k $1.6m $1.6m 1.83% Reduced -561 -561
32 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 37,36437.4k $1.6m $1.6m 0.00% New
33 McKinley Carter Wealth Services, Inc. 0.09% of their portfolio WHEELING, WV 36,78036.8k $1.5m $1.5m 0.09% Unchanged
34 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 33,83033.8k $1.4m $1.4m 0.01% Reduced -3.3k -3,260
35 OneDigital Investment Advisors LLC 0.02% of their portfolio OVERLAND PARK, KS 32,94032.9k $1.4m $1.4m 0.02% Reduced -3.6k -3,559
36 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 32,04432.0k $1.3m $1.3m 0.00% Reduced -1.6k -1,557
37 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 28,13728.1k $1.2m $1.2m 0.00% Unchanged
38 Ameritas Advisory Services, LLC 0.04% of their portfolio Lincoln, NE 25,77625.8k $1.1m $1.1m 0.04% Added +2.6k +2,622
39 Strategic Blueprint, LLC 0.05% of their portfolio ATLANTA, GA 23,68023.7k $982.7k $982.7k 0.05% Added +12.1k +12,085
40 FSB PREMIER WEALTH MANAGEMENT, INC. 0.38% of their portfolio WATERLOO, IA 23,35223.4k $969.1k $969.1k 0.38% Reduced -181 -181
41 FOUNDERS FINANCIAL SECURITIES LLC 0.07% of their portfolio TOWSON, MD 18,79318.8k $773.3k $773.3k 0.07% Added +5.7k +5,678
42 SeaCrest Wealth Management, LLC 0.08% of their portfolio PURCHASE, NY 17,38317.4k $721.4k $721.4k 0.08% Unchanged
43 Integrity Financial Corp /WA 0.41% of their portfolio JACKSON, WY 17,21917.2k $714.6k $714.6k 0.41% Reduced -2.7k -2,665
44 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 16,91316.9k $701.9k $701.9k 0.01% Reduced -1.1k -1,125
45 TFB Advisors LLC 0.20% of their portfolio OVERLAND PARK, KS 16,59416.6k $688.7k $688.7k 0.20% Added +4.0k +4,026
46 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 16,52516.5k $685.8k $685.8k 0.01% Reduced -268 -268
47 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 16,42216.4k $681.5k $681.5k 0.00% New
48 Tanglewood Legacy Advisors, LLC 0.29% of their portfolio HOUSTON, TX 15,79715.8k $655.6k $655.6k 0.29% Reduced -2.6k -2,629
49 Keystone Wealth Services, LLC 0.17% of their portfolio PALM DESERT, CA 15,12215.1k $627.6k $627.6k 0.17% Unchanged
50 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 14,21414.2k $589.9k $589.9k 0.00% Reduced -1.2k -1,184
51 CoreCap Advisors, LLC 0.02% of their portfolio SOUTHFIELD, MI 13,44913.4k $558.1k $558.1k 0.02% Added +1.1k +1,095
52 CENTAURUS FINANCIAL, INC. 0.03% of their portfolio ANAHEIM, CA 13,23713.2k $549.0k $549.0k 0.03% Unchanged
53 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 13,17813.2k $546.9k $546.9k 0.00% Reduced -2.8k -2,758
54 Schulz Wealth, LTD. 0.41% of their portfolio MANSFIELD, TX 12,87312.9k $534.2k $534.2k 0.41% Unchanged
55 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.10% of their portfolio BLUE BELL, PA 12,63212.6k $524.2k $524.2k 0.10% Unchanged
56 Savvy Advisors, Inc. 0.05% of their portfolio NEW YORK, NY 12,28012.3k $509.6k $509.6k 0.05% Added +240 +240
57 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 11,91911.9k $494.6k $494.6k 0.00% Reduced -478 -478
58 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 11,88011.9k $493.0k $493.0k 0.01% Reduced -250 -250
59 Pitti Group Wealth Management, LLC 0.50% of their portfolio VICTOR, NY 11,75511.8k $487.8k $487.8k 0.50% Reduced -626 -626
60 Ashton Thomas Private Wealth, LLC 0.02% of their portfolio SCOTTSDALE, AZ 11,58811.6k $480.9k $480.9k 0.02% Added +1.5k +1,470
61 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 10,93710.9k $453.9k $453.9k 0.00% Reduced -241 -241
62 Octavia Wealth Advisors, LLC 0.05% of their portfolio CINCINNATI, OH 10,47210.5k $434.6k $434.6k 0.05% Unchanged
63 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 10,33210.3k $428.8k $428.8k 0.01% Unchanged
64 LANARK FINANCIAL, INC. 0.03% of their portfolio BIRMINGHAM, AL 9,8979.9k $410.0k $410.0k 0.03% Added +9.9k +9,887
65 ARBOR CAPITAL MANAGEMENT INC /ADV 0.39% of their portfolio ANCHORAGE, AK 9,6679.7k $402.7k $402.7k 0.39% Added +244 +244
66 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 9,6429.6k $401.4k $401.4k 0.01% New
67 Semus Wealth Partners LLC 0.27% of their portfolio Boca Raton, FL 9,2349.2k $383.2k $383.2k 0.27% Unchanged
68 Sowell Financial Services LLC 0.02% of their portfolio NORTH LITTLE ROCK, AR 9,0899.1k $377.2k $377.2k 0.02% New
69 Archer Investment Corp 0.10% of their portfolio Carmel, IN 9,0359.0k $375.0k $375.0k 0.10% Unchanged
70 Gallagher Fiduciary Advisors, LLC 0.01% of their portfolio ROLLING MEADOWS, IL 8,6928.7k $360.7k $360.7k 0.01% Reduced -2.7k -2,660
71 Financial Life Planners 0.33% of their portfolio TEMPE, AZ 8,2498.2k $342.3k $342.3k 0.33% Unchanged
72 Meridian Wealth Management, LLC 0.02% of their portfolio LEXINGTON, KY 7,9838.0k $331.3k $331.3k 0.02% Unchanged
73 TOWNSQUARE CAPITAL LLC 0.00% of their portfolio Lehi, UT 7,9748.0k $330.9k $330.9k 0.00% Reduced -212 -212
74 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 7,9457.9k $329.7k $329.7k 0.00% Added +7.2k +7,199
75 J.W. COLE ADVISORS, INC. 0.01% of their portfolio TAMPA, FL 7,9407.9k $329.5k $329.5k 0.01% Reduced -283 -283
76 Mariner, LLC 0.00% of their portfolio Overland Park, KS 7,8207.8k $324.5k $324.5k 0.00% Reduced -582 -582
77 Prosperity Consulting Group, LLC 0.03% of their portfolio OWINGS MILLS, MD 7,8177.8k $324.4k $324.4k 0.03% Reduced -700 -700
78 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 7,6697.7k $318.3k $318.3k 0.00% Added +1.4k +1,379
79 Gerber Kawasaki Wealth & Investment Management 0.01% of their portfolio SANTA MONICA, CA 7,5557.6k $313.5k $313.5k 0.01% Unchanged
80 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 7,2807.3k $302.1k $302.1k 0.01% Reduced -1.5k -1,493
81 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 7,2387.2k $298.0k $298.0k 0.01% Unchanged
82 WealthTrust Asset Management, LLC 0.21% of their portfolio Destin, FL 6,9076.9k $286.6k $286.6k 0.21% Unchanged
83 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 6,7616.8k $280.6k $280.6k 0.00% Unchanged
84 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 6,7446.7k $279.9k $279.9k 0.01% Reduced -6.2k -6,238
85 Glen Eagle Advisors, LLC 0.05% of their portfolio KINGSTON, NJ 6,7306.7k $279.3k $279.3k 0.05% Unchanged
86 LEIGH BALDWIN & CO., LLC 0.22% of their portfolio CAZENOVIA, NY 6,5006.5k $269.8k $269.8k 0.22% Added +100 +100
87 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.01% of their portfolio LOS ANGELES, CA 6,3636.4k $264.1k $264.1k 0.01% Unchanged
88 Share Andrew L. 0.19% of their portfolio MANCHESTER, NH 6,2296.2k $258.5k $258.5k 0.19% Unchanged
89 THOROUGHBRED FINANCIAL SERVICES, LLC 0.02% of their portfolio BRENTWOOD, TN 6,2286.2k $258.0k $258.0k 0.02% Unchanged
90 Orion Portfolio Solutions, LLC 0.00% of their portfolio Omaha, NE 5,9485.9k $253.6k $253.6k 0.00% Unchanged
91 KINGSWOOD WEALTH ADVISORS, LLC 0.02% of their portfolio SAN DIEGO, CA 5,9455.9k $247.1k $247.1k 0.02% Reduced -3.2k -3,151
92 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 5,9435.9k $246.6k $246.6k 0.00% Reduced -776 -776
93 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.00% of their portfolio IRVING, TX 5,8475.8k $242.7k $242.7k 0.00% Added +430 +430
94 DHJJ Financial Advisors, Ltd. 0.09% of their portfolio NAPERVILLE, IL 5,6675.7k $235.2k $235.2k 0.09% Unchanged
95 TRANSCEND CAPITAL ADVISORS, LLC 0.02% of their portfolio MADISON, NJ 5,6155.6k $233.0k $233.0k 0.02% Added +715 +715
96 Beacon Financial Advisory LLC 0.07% of their portfolio CLEVELAND, OH 5,5005.5k $228.2k $228.2k 0.07% Unchanged
97 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 5,3605.4k $222.0k $222.0k 0.00% New
98 LEGACY SOLUTIONS, LLC 0.24% of their portfolio KENNETT SQUARE, PA 5,2445.2k $217.6k $217.6k 0.24% Unchanged
99 McCarthy & Cox 0.09% of their portfolio MARYSVILLE, OH 5,0985.1k $211.6k $211.6k 0.09% Reduced -139.3k -139,289
100 FORTRESS PRIVATE LEDGER, LLC 0.12% of their portfolio RALEIGH, NC 4,9805.0k $206.7k $206.7k 0.12% Unchanged