Vault-13

FIRST TR EXCHNG TRADED FD VI FOCT

FT VEST US EQT · ETP · CUSIP 33740F664

117 institutional holders -4 vs Q1 2025
5,552,0535.6m shares reported held*
$248.5mreported value*
12 new 32 added 37 reduced 15 sold out net bought ≈ $39.4m (+880.5k 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 ≈ $44.75.

Trends to Q2 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: 121Q2 25: 117117Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025117

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 24Q1 25: 37 bought or addedQ1 25: 63 cut or sold outQ2 25: 44 bought or addedQ2 25: 52 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20231552
Q4 20235526
Q1 20242650
Q2 20242547
Q3 20242055
Q4 20247327
Q1 20253763
Q2 20254452

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +440,871+440.9k
Cetera Investment Advisers Added +144,424+144.4k
CreativeOne Wealth, LLC Added +121,567+121.6k
LPL Financial LLC Added +86,743+86.7k
OSAIC HOLDINGS, INC. Added +55,716+55.7k
ASSETMARK, INC Added +51,760+51.8k
Atria Investments, Inc New +50,039+50.0k
ROYAL BANK OF CANADA Added +46,032+46.0k
Rockefeller Capital Management L.P. Added +21,724+21.7k
RAYMOND JAMES FINANCIAL INC Added +16,451+16.5k

Biggest sellers

STEPHENS INC /AR/ Reduced -48,795-48.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -37,364-37.4k
REAP Financial Group, LLC Reduced -23,402-23.4k
SeaCrest Wealth Management, LLC Sold out -17,383-17.4k
JANE STREET GROUP, LLC Sold out -16,422-16.4k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -15,333-15.3k
AE Wealth Management LLC Reduced -13,633-13.6k
Strategic Blueprint, LLC Reduced -13,208-13.2k
Bleakley Financial Group, LLC Reduced -10,227-10.2k
TOWNSQUARE CAPITAL LLC Sold out -7,974-8.0k

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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 716,816716.8k $32.1m $32.1m 0.01% Added +440.9k +440,871
2 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 603,284603.3k $27.0m $27.0m 0.01% Added +16.5k +16,451
3 Cetera Investment Advisers 0.04% of their portfolio SCHAUMBURG, IL 484,491484.5k $21.7m $21.7m 0.04% Added +144.4k +144,424
4 Harvest Investment Services, LLC 2.80% of their portfolio Oakbrook Terrace, IL 280,052280.1k $12.5m $12.5m 2.80% Reduced -6.0k -5,979
5 Bleakley Financial Group, LLC 0.29% of their portfolio PARSIPPANY, NJ 257,708257.7k $11.5m $11.5m 0.29% Reduced -10.2k -10,227
6 ASSETMARK, INC 0.02% of their portfolio CONCORD, CA 206,645206.6k $9.3m $9.3m 0.02% Added +51.8k +51,760
7 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 188,286188.3k $8.3m $8.3m 0.01% Added +55.7k +55,716
8 CWM, LLC 0.03% of their portfolio OMAHA, NE 176,218176.2k $7.9m $7.9m 0.03% Reduced -2.1k -2,150
9 CreativeOne Wealth, LLC 0.21% of their portfolio OVERLAND PARK, KS 174,929174.9k $7.8m $7.8m 0.21% Added +121.6k +121,567
10 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 151,066151.1k $6.8m $6.8m 0.00% Added +86.7k +86,743
11 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 145,380145.4k $6.5m $6.5m 0.01% Reduced -15.3k -15,333
12 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 119,544119.5k $5.4m $5.4m 0.00% Added +46.0k +46,032
13 Bison Wealth, LLC 0.42% of their portfolio ATLANTA, GA 117,621117.6k $5.3m $5.3m 0.42% Reduced -361 -361
14 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 95,04595.0k $4.3m $4.3m 0.02% Added +6.2k +6,228
15 SOA Wealth Advisors, LLC. 0.73% of their portfolio NEW YORK, NY 87,13087.1k $3.9m $3.9m 0.73% Reduced -914 -914
16 Capital Analysts, LLC 0.12% of their portfolio FORT WASHINGTON, PA 83,41683.4k $3.7m $3.7m 0.12% Added +6.0k +5,966
17 REAP Financial Group, LLC 0.87% of their portfolio AUSTIN, TX 82,70782.7k $3.7m $3.7m 0.87% Reduced -23.4k -23,402
18 MGO ONE SEVEN LLC 0.11% of their portfolio Beachwood, OH 79,48679.5k $3.6m $3.6m 0.11% Added +979 +979
19 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 75,57175.6k $3.4m $3.4m 0.01% Added +7.7k +7,724
20 Valtinson Bruner Financial Planning LLC 1.06% of their portfolio NEW BRIGHTON, MN 75,09375.1k $3.4m $3.4m 1.06% Added +620 +620
21 ACORN FINANCIAL ADVISORY SERVICES INC /ADV 0.54% of their portfolio Reston, VA 72,96373.0k $3.3m $3.3m 0.54% Reduced -1.1k -1,051
22 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 53,76853.8k $2.4m $2.4m 0.00% Added +21.7k +21,724
23 Atria Investments, Inc 0.03% of their portfolio Charlotte, NC 50,03950.0k $2.2m $2.2m 0.03% New
24 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 48,98749.0k $2.2m $2.2m 0.01% Added +7.4k +7,433
25 Midwest Financial Network, LLC 1.96% of their portfolio TINLEY PARK, IL 44,22844.2k $2.0m $2.0m 1.96% Reduced -6.5k -6,515
26 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 42,13742.1k $1.9m $1.9m 0.01% Reduced -3.5k -3,519
27 Fragasso Financial Advisors Inc 0.12% of their portfolio SEWICKLEY, PA 40,91840.9k $1.8m $1.8m 0.12% Added +374 +374
28 SMART Wealth LLC 0.57% of their portfolio Omaha, NE 40,55740.6k $1.8m $1.8m 0.57% Reduced -840 -840
29 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 40,43340.4k $1.8m $1.8m 0.00% Reduced -1.1k -1,090
30 Brookstone Capital Management 0.02% of their portfolio WHEATON, IL 39,79139.8k $1.8m $1.8m 0.02% Reduced -38 -38
31 INSIGNEO ADVISORY SERVICES, LLC 0.15% of their portfolio MIAMI, FL 39,77539.8k $1.8m $1.8m 0.15% Reduced -500 -500
32 FWG Investments, LLC. 1.29% of their portfolio LEXINGTON, KY 37,92637.9k $1.7m $1.7m 1.29% Added +430 +430
33 McKinley Carter Wealth Services, Inc. 0.09% of their portfolio WHEELING, WV 35,10535.1k $1.6m $1.6m 0.09% Reduced -1.7k -1,675
34 OneDigital Investment Advisors LLC 0.02% of their portfolio OVERLAND PARK, KS 32,83732.8k $1.5m $1.5m 0.02% Reduced -103 -103
35 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 28,13728.1k $1.3m $1.3m 0.00% Unchanged
36 FSB PREMIER WEALTH MANAGEMENT, INC. 0.35% of their portfolio WATERLOO, IA 22,14322.1k $991.3k $991.3k 0.35% Reduced -1.2k -1,209
37 Gallagher Fiduciary Advisors, LLC 0.04% of their portfolio ROLLING MEADOWS, IL 21,64321.6k $969.0k $969.0k 0.04% Added +13.0k +12,951
38 FOUNDERS FINANCIAL SECURITIES LLC 0.07% of their portfolio TOWSON, MD 20,44120.4k $915.1k $915.1k 0.07% Added +1.6k +1,648
39 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 20,19720.2k $904.2k $904.2k 0.01% Reduced -13.6k -13,633
40 Ameritas Advisory Services, LLC 0.05% of their portfolio Lincoln, NE 20,07220.1k $898.6k $898.6k 0.05% Reduced -5.7k -5,704
41 Integrity Financial Corp /WA 0.39% of their portfolio JACKSON, WY 17,26517.3k $773.0k $773.0k 0.39% Added +46 +46
42 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 16,91316.9k $757.2k $757.2k 0.01% Unchanged
43 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 16,05316.1k $718.7k $718.7k 0.01% Reduced -472 -472
44 TFB Advisors LLC 0.19% of their portfolio OVERLAND PARK, KS 15,78915.8k $706.9k $706.9k 0.19% Reduced -805 -805
45 Keystone Wealth Services, LLC 0.16% of their portfolio PALM DESERT, CA 14,85114.9k $664.9k $664.9k 0.16% Reduced -271 -271
46 CoreCap Advisors, LLC 0.03% of their portfolio SOUTHFIELD, MI 14,45214.5k $647.0k $647.0k 0.03% Added +1.0k +1,003
47 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 14,17014.2k $634.4k $634.4k 0.00% Added +992 +992
48 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 13,97014.0k $625.4k $625.4k 0.00% Added +3.0k +3,033
49 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 13,32313.3k $596.5k $596.5k 0.02% Added +1.4k +1,443
50 Ashton Thomas Private Wealth, LLC 0.02% of their portfolio SCOTTSDALE, AZ 13,24113.2k $592.8k $592.8k 0.02% Added +1.7k +1,653
51 VestGen Investment Management 0.42% of their portfolio EGG HARBOR TOWNSHIP, NJ 13,12413.1k $587.6k $587.6k 0.42% New
52 CENTAURUS FINANCIAL, INC. 0.03% of their portfolio ANAHEIM, CA 13,11913.1k $587.0k $587.0k 0.03% Reduced -118 -118
53 Tanglewood Legacy Advisors, LLC 0.24% of their portfolio HOUSTON, TX 12,98413.0k $581.3k $581.3k 0.24% Reduced -2.8k -2,813
54 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 12,88312.9k $576.8k $576.8k 0.00% Added +964 +964
55 Schulz Wealth, LTD. 0.43% of their portfolio MANSFIELD, TX 12,87312.9k $576.3k $576.3k 0.43% Unchanged
56 LEIGH BALDWIN & CO., LLC 0.38% of their portfolio CAZENOVIA, NY 12,76512.8k $571.5k $571.5k 0.38% Added +6.3k +6,265
57 WORLD EQUITY GROUP, INC. 0.15% of their portfolio SCHAUMBURG, IL 12,42812.4k $556.4k $556.4k 0.15% New
58 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.09% of their portfolio BLUE BELL, PA 12,33912.3k $552.4k $552.4k 0.09% Reduced -293 -293
59 Savvy Advisors, Inc. 0.04% of their portfolio NEW YORK, NY 12,28012.3k $549.8k $549.8k 0.04% Unchanged
60 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 11,70911.7k $524.2k $524.2k 0.00% New
61 Pitti Group Wealth Management, LLC 0.45% of their portfolio VICTOR, NY 11,63911.6k $521.1k $521.1k 0.45% Reduced -116 -116
62 STEPHENS INC /AR/ 0.01% of their portfolio LITTLE ROCK, AR 11,21911.2k $502.3k $502.3k 0.01% Reduced -48.8k -48,795
63 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 10,92610.9k $489.2k $489.2k 0.00% Reduced -3.3k -3,288
64 Beacon Financial Advisory LLC 0.12% of their portfolio CLEVELAND, OH 10,50010.5k $470.1k $470.1k 0.12% Added +5.0k +5,000
65 Strategic Blueprint, LLC 0.02% of their portfolio ATLANTA, GA 10,47210.5k $468.8k $468.8k 0.02% Reduced -13.2k -13,208
66 Octavia Wealth Advisors, LLC 0.05% of their portfolio CINCINNATI, OH 10,47210.5k $468.8k $468.8k 0.05% Unchanged
67 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 10,33210.3k $462.6k $462.6k 0.01% Unchanged
68 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 10,27810.3k $460.1k $460.1k 0.01% New
69 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 9,5919.6k $429.4k $429.4k 0.01% Reduced -51 -51
70 LANARK FINANCIAL, INC. 0.03% of their portfolio BIRMINGHAM, AL 9,4509.4k $423.0k $423.0k 0.03% Reduced -447 -447
71 Semus Wealth Partners LLC 0.27% of their portfolio Boca Raton, FL 9,2349.2k $413.4k $413.4k 0.27% Unchanged
72 ARBOR CAPITAL MANAGEMENT INC /ADV 0.36% of their portfolio ANCHORAGE, AK 9,1639.2k $415.2k $415.2k 0.36% Reduced -504 -504
73 Archer Investment Corp 0.10% of their portfolio Carmel, IN 9,0359.0k $404.5k $404.5k 0.10% Unchanged
74 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 8,9919.0k $402.5k $402.5k 0.00% New
75 Sowell Financial Services LLC 0.02% of their portfolio NORTH LITTLE ROCK, AR 8,8768.9k $397.4k $397.4k 0.02% Reduced -213 -213
76 Foundations Investment Advisors, LLC 0.01% of their portfolio PHOENIX, AZ 8,3108.3k $372.0k $372.0k 0.01% New
77 Financial Life Planners 0.30% of their portfolio TEMPE, AZ 8,2498.2k $369.3k $369.3k 0.30% Unchanged
78 J.W. COLE ADVISORS, INC. 0.01% of their portfolio TAMPA, FL 8,2238.2k $368.1k $368.1k 0.01% Added +283 +283
79 Meridian Wealth Management, LLC 0.02% of their portfolio LEXINGTON, KY 7,9838.0k $357.4k $357.4k 0.02% Unchanged
80 Mariner, LLC 0.00% of their portfolio Overland Park, KS 7,8207.8k $350.1k $350.1k 0.00% Unchanged
81 Prosperity Consulting Group, LLC 0.03% of their portfolio OWINGS MILLS, MD 7,8177.8k $350.0k $350.0k 0.03% Unchanged
82 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 7,6697.7k $343.3k $343.3k 0.00% Unchanged
83 Gerber Kawasaki Wealth & Investment Management 0.01% of their portfolio SANTA MONICA, CA 7,5557.6k $338.2k $338.2k 0.01% Unchanged
84 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 7,2497.2k $331.5k $331.5k 0.01% Added +11 +11
85 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 6,7616.8k $302.7k $302.7k 0.00% Unchanged
86 Glen Eagle Advisors, LLC 0.05% of their portfolio KINGSTON, NJ 6,7306.7k $301.3k $301.3k 0.05% Unchanged
87 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.01% of their portfolio LOS ANGELES, CA 6,3636.4k $284.9k $284.9k 0.01% Unchanged
88 Share Andrew L. 0.19% of their portfolio MANCHESTER, NH 6,2296.2k $278.9k $278.9k 0.19% Unchanged
89 THOROUGHBRED FINANCIAL SERVICES, LLC 0.02% of their portfolio BRENTWOOD, TN 6,2286.2k $278.0k $278.0k 0.02% Unchanged
90 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 6,1386.1k $274.8k $274.8k 0.01% Reduced -1.1k -1,142
91 KINGSWOOD WEALTH ADVISORS, LLC 0.02% of their portfolio SAN DIEGO, CA 5,9455.9k $266.2k $266.2k 0.02% Unchanged
92 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 5,9435.9k $266.1k $266.1k 0.00% Unchanged
93 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.00% of their portfolio IRVING, TX 5,8475.8k $261.8k $261.8k 0.00% Unchanged
94 DHJJ Financial Advisors, Ltd. 0.09% of their portfolio NAPERVILLE, IL 5,6775.7k $254.2k $254.2k 0.09% Added +10 +10
95 Wood Tarver Financial Group, LLC 0.07% of their portfolio BOISE, ID 5,2465.2k $234.0k $234.0k 0.07% Added +806 +806
96 LEGACY SOLUTIONS, LLC 0.22% of their portfolio KENNETT SQUARE, PA 5,2445.2k $234.8k $234.8k 0.22% Unchanged
97 FORTRESS PRIVATE LEDGER, LLC 0.10% of their portfolio RALEIGH, NC 4,9805.0k $223.0k $223.0k 0.10% Unchanged
98 WealthTrust Asset Management, LLC 0.15% of their portfolio Destin, FL 4,5514.6k $203.7k $203.7k 0.15% Reduced -2.4k -2,356
99 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 2,6802.7k $120.0k $120.0k 0.00% Unchanged
100 Sunbelt Securities, Inc. 0.01% of their portfolio HOUSTON, TX 2,4972.5k $106.4k $106.4k 0.01% Reduced -500 -500