Vault-13

FIRST TR EXCHNG TRADED FD VI FOCT

FT VEST US EQT · ETP · CUSIP 33740F664

145 institutional holders +32 vs Q3 2025
5,524,5335.5m shares reported held*
$270.6mreported value*
34 new 55 added 28 reduced 6 sold out net bought ≈ $81.2m (+1.7m 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 ($240.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $48.99.

Trends to Q4 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: 117Q3 25: 113Q4 25: 145145Q3 22Q2 23Q1 24Q4 24Q4 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
Q3 2025113
Q4 2025145

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 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 25Q3 25: 23 bought or addedQ3 25: 65 cut or sold outQ4 25: 89 bought or addedQ4 25: 34 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20242650
Q2 20242547
Q3 20242055
Q4 20247327
Q1 20253763
Q2 20254452
Q3 20252365
Q4 20258934

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +502,891+502.9k
Atria Investments, Inc New +156,772+156.8k
Cetera Investment Advisers Added +127,413+127.4k
BAM Wealth Management, LLC New +104,500+104.5k
Sigma Planning Corp New +83,553+83.6k
LPL Financial LLC Added +66,911+66.9k
REAP Financial Group, LLC Added +66,278+66.3k
CreativeOne Wealth, LLC Added +59,106+59.1k
RAYMOND JAMES FINANCIAL INC Added +37,992+38.0k
MML INVESTORS SERVICES, LLC Added +37,953+38.0k

Biggest sellers

OLD MISSION CAPITAL LLC Sold out -44,426-44.4k
Valtinson Bruner Financial Planning LLC Reduced -21,234-21.2k
Fragasso Financial Advisors Inc Reduced -20,089-20.1k
Midwest Financial Network, LLC Reduced -17,161-17.2k
Strategic Blueprint, LLC Reduced -16,913-16.9k
Keystone Wealth Services, LLC Sold out -14,608-14.6k
Harvest Investment Services, LLC Reduced -8,383-8.4k
Sanctuary Advisors, LLC Reduced -8,073-8.1k
THOROUGHBRED FINANCIAL SERVICES, LLC Sold out -6,228-6.2k
SMART Wealth LLC Reduced -3,099-3.1k

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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 868,476868.5k $42.5m $42.5m 0.01% Added +502.9k +502,891
2 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 384,825384.8k $18.9m $18.9m 0.01% Added +38.0k +37,992
3 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 373,788373.8k $18.3m $18.3m 0.02% Added +127.4k +127,413
4 ASSETMARK, INC 0.03% of their portfolio CONCORD, CA 264,638264.6k $13.0m $13.0m 0.03% Added +31.3k +31,304
5 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 241,423241.4k $11.8m $11.8m 0.00% Added +66.9k +66,911
6 Bleakley Financial Group, LLC 0.20% of their portfolio PARSIPPANY, NJ 235,619235.6k $11.5m $11.5m 0.20% Reduced -2.5k -2,529
7 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 202,740202.7k $9.9m $9.9m 0.01% Added +16.3k +16,304
8 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 161,438161.4k $7.9m $7.9m 0.01% Added +31.6k +31,607
9 Atria Investments, Inc 0.09% of their portfolio Charlotte, NC 156,772156.8k $7.7m $7.7m 0.09% New
10 REAP Financial Group, LLC 1.46% of their portfolio AUSTIN, TX 146,285146.3k $7.2m $7.2m 1.46% Added +66.3k +66,278
11 CWM, LLC 0.02% of their portfolio OMAHA, NE 117,238117.2k $5.7m $5.7m 0.02% Added +23.6k +23,610
12 BAM Wealth Management, LLC 3.70% of their portfolio LAKEWOOD, CO 104,500104.5k $5.1m $5.1m 3.70% New
13 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 97,78697.8k $4.8m $4.8m 0.01% Added +38.0k +37,953
14 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 92,38492.4k $4.5m $4.5m 0.02% Added +5.5k +5,518
15 Capital Analysts, LLC 0.12% of their portfolio FORT WASHINGTON, PA 90,91690.9k $4.5m $4.5m 0.12% Added +3.8k +3,770
16 SOA Wealth Advisors, LLC. 0.71% of their portfolio NEW YORK, NY 85,34485.3k $4.2m $4.2m 0.71% Reduced -1.8k -1,786
17 Sigma Planning Corp 0.11% of their portfolio ANN ARBOR, MI 83,55383.6k $4.1m $4.1m 0.11% New
18 ACORN FINANCIAL ADVISORY SERVICES INC /ADV 0.52% of their portfolio Reston, VA 71,38771.4k $3.5m $3.5m 0.52% Reduced -1.5k -1,488
19 CreativeOne Wealth, LLC 0.08% of their portfolio OVERLAND PARK, KS 68,66368.7k $3.4m $3.4m 0.08% Added +59.1k +59,106
20 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 55,53355.5k $2.7m $2.7m 0.00% Reduced -2.4k -2,426
21 Valtinson Bruner Financial Planning LLC 0.74% of their portfolio NEW BRIGHTON, MN 52,85052.9k $2.6m $2.6m 0.74% Reduced -21.2k -21,234
22 FWG Investments, LLC. 1.59% of their portfolio LEXINGTON, KY 50,95251.0k $2.5m $2.5m 1.59% Added +18.2k +18,190
23 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 49,97450.0k $2.4m $2.4m 0.00% Added +9.7k +9,661
24 HARBOUR INVESTMENTS, INC. 0.05% of their portfolio MADISON, WI 46,40446.4k $2.3m $2.3m 0.05% Added +35.5k +35,512
25 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 46,24146.2k $2.3m $2.3m 0.01% Added +10.1k +10,079
26 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 45,33945.3k $2.2m $2.2m 0.01% Added +9.0k +8,953
27 Brookstone Capital Management 0.02% of their portfolio WHEATON, IL 38,36038.4k $1.9m $1.9m 0.02% Added +8.8k +8,829
28 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 36,81636.8k $1.8m $1.8m 0.00% Added +11.7k +11,706
29 INSIGNEO ADVISORY SERVICES, LLC 0.13% of their portfolio MIAMI, FL 36,52336.5k $1.8m $1.8m 0.13% Reduced -2.2k -2,185
30 SMART Wealth LLC 0.53% of their portfolio Omaha, NE 35,58335.6k $1.7m $1.7m 0.53% Reduced -3.1k -3,099
31 McKinley Carter Wealth Services, Inc. 0.09% of their portfolio WHEELING, WV 32,21632.2k $1.6m $1.6m 0.09% Reduced -2.8k -2,809
32 Harvest Investment Services, LLC 0.29% of their portfolio Oakbrook Terrace, IL 31,47331.5k $1.5m $1.5m 0.29% Reduced -8.4k -8,383
33 Midwest Financial Network, LLC 1.09% of their portfolio TINLEY PARK, IL 28,77828.8k $1.4m $1.4m 1.09% Reduced -17.2k -17,161
34 FOUNDERS FINANCIAL SECURITIES LLC 0.08% of their portfolio TOWSON, MD 28,57928.6k $1.4m $1.4m 0.08% Added +3.2k +3,185
35 Gallagher Fiduciary Advisors, LLC 0.05% of their portfolio ROLLING MEADOWS, IL 28,55928.6k $1.4m $1.4m 0.05% Added +19.9k +19,867
36 Reflection Asset Management 0.97% of their portfolio ISLE OF PALMS, SC 27,82627.8k $1.4m $1.4m 0.97% First filing
37 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 26,68726.7k $1.3m $1.3m 0.00% Reduced -1.4k -1,450
38 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 24,56824.6k $1.2m $1.2m 0.00% New
39 SILVER OAK SECURITIES, INCORPORATED 0.08% of their portfolio JACKSON, TN 24,29224.3k $1.2m $1.2m 0.08% Added +6.9k +6,909
40 Integrity Financial Corp /WA 0.60% of their portfolio JACKSON, WY 24,14524.1k $1.2m $1.2m 0.60% Added +8.1k +8,069
41 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 22,09122.1k $1.1m $1.1m 0.00% Added +7.7k +7,713
42 Fragasso Financial Advisors Inc 0.06% of their portfolio SEWICKLEY, PA 21,57521.6k $1.1m $1.1m 0.06% Reduced -20.1k -20,089
43 Signal Advisors Wealth, LLC 0.08% of their portfolio DETROIT, MI 20,94720.9k $1.0m $1.0m 0.08% New
44 VestGen Investment Management 0.56% of their portfolio EGG HARBOR TOWNSHIP, NJ 20,69920.7k $1.0m $1.0m 0.56% New
45 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 20,58720.6k $1.0m $1.0m 0.00% Added +9.4k +9,381
46 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 20,56020.6k $1.0m $1.0m 0.00% Added +14.6k +14,617
47 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 18,78118.8k $920.1k $920.1k 0.01% Reduced -40 -40
48 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 17,61817.6k $863.1k $863.1k 0.01% Added +1.1k +1,050
49 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 17,42517.4k $853.7k $853.7k 0.00% Added +1.4k +1,422
50 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 17,36417.4k $850.7k $850.7k 0.00% Added +13.2k +13,232
51 STEPHENS INC /AR/ 0.01% of their portfolio LITTLE ROCK, AR 16,90516.9k $828.2k $828.2k 0.01% Added +5.7k +5,686
52 Oakmont Advisory Group, LLC 0.88% of their portfolio ALBUQUERQUE, NM 16,77216.8k $821.7k $821.7k 0.88% First filing
53 CoreCap Advisors, LLC 0.03% of their portfolio SOUTHFIELD, MI 15,84515.8k $776.2k $776.2k 0.03% Added +944 +944
54 Bison Wealth, LLC 0.08% of their portfolio ATLANTA, GA 15,74315.7k $747.8k $747.8k 0.08% New
55 Freedom Investment Management, Inc. 0.22% of their portfolio SOUTH WINDSOR, CT 15,74015.7k $771.1k $771.1k 0.22% Unchanged
56 Ameritas Advisory Services, LLC 0.03% of their portfolio Lincoln, NE 15,64715.6k $766.5k $766.5k 0.03% Reduced -332 -332
57 INTEGRITY ALLIANCE, LLC. 0.03% of their portfolio Urbandale, IA 15,06215.1k $737.9k $737.9k 0.03% New
58 Mutual Advisors, LLC 0.02% of their portfolio OMAHA, NE 14,96415.0k $733.1k $733.1k 0.02% Added +4.0k +3,963
59 TFB Advisors LLC 0.20% of their portfolio OVERLAND PARK, KS 14,92414.9k $731.1k $731.1k 0.20% Reduced -560 -560
60 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 14,19014.2k $695.2k $695.2k 0.01% Added +3.7k +3,664
61 Ashton Thomas Private Wealth, LLC 0.02% of their portfolio SCOTTSDALE, AZ 14,15014.2k $693.2k $693.2k 0.02% Added +1.1k +1,142
62 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 14,12914.1k $692.2k $692.2k 0.01% Added +1.2k +1,175
63 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 13,79613.8k $675.9k $675.9k 0.02% Added +3.5k +3,464
64 Tanglewood Legacy Advisors, LLC 0.24% of their portfolio HOUSTON, TX 12,98413.0k $636.1k $636.1k 0.24% Unchanged
65 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.09% of their portfolio BLUE BELL, PA 12,98113.0k $635.9k $635.9k 0.09% Added +1.2k +1,151
66 WORLD EQUITY GROUP, INC. 0.18% of their portfolio SCHAUMBURG, IL 12,90312.9k $632.1k $632.1k 0.18% New
67 Schulz Wealth, LTD. 0.40% of their portfolio MANSFIELD, TX 12,87312.9k $630.6k $630.6k 0.40% Unchanged
68 LEIGH BALDWIN & CO., LLC 0.40% of their portfolio CAZENOVIA, NY 12,56512.6k $616.0k $616.0k 0.40% Reduced -200 -200
69 Octavia Wealth Advisors, LLC 0.06% of their portfolio CINCINNATI, OH 12,52312.5k $613.5k $613.5k 0.06% Added +2.1k +2,051
70 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 12,48512.5k $611.6k $611.6k 0.01% Unchanged
71 FSB PREMIER WEALTH MANAGEMENT, INC. 0.19% of their portfolio WATERLOO, IA 12,19612.2k $597.5k $597.5k 0.19% Added +2.6k +2,586
72 Clear Creek Financial Management, LLC 0.05% of their portfolio SILVERDALE, WA 11,95912.0k $585.9k $585.9k 0.05% New
73 Accel Wealth Management 0.16% of their portfolio WAVERLY, IA 11,91911.9k $583.9k $583.9k 0.16% New
74 Pitti Group Wealth Management, LLC 0.46% of their portfolio VICTOR, NY 11,30211.3k $553.7k $553.7k 0.46% Added +500 +500
75 GTS SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 11,20111.2k $548.7k $548.7k 0.02% New
76 Foundations Investment Advisors, LLC 0.01% of their portfolio PHOENIX, AZ 10,91910.9k $534.9k $534.9k 0.01% Added +4.3k +4,321
77 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 10,65510.7k $522.0k $522.0k 0.00% Reduced -407 -407
78 Archer Investment Corp 0.11% of their portfolio Carmel, IN 10,03510.0k $491.6k $491.6k 0.11% Added +1.0k +1,000
79 Keating Financial Advisory Services, Inc. 0.07% of their portfolio MANHATTAN, KS 9,9479.9k $487.3k $487.3k 0.07% First filing
80 Strategic Blueprint, LLC 0.03% of their portfolio ATLANTA, GA 9,5319.5k $466.9k $466.9k 0.03% Reduced -16.9k -16,913
81 Geneos Wealth Management Inc. 0.01% of their portfolio ENGLEWOOD, CO 9,3309.3k $457.1k $457.1k 0.01% New
82 KINGSWOOD WEALTH ADVISORS, LLC 0.02% of their portfolio SAN DIEGO, CA 9,2959.3k $455.4k $455.4k 0.02% Added +3.4k +3,350
83 LANARK FINANCIAL, INC. 0.03% of their portfolio BIRMINGHAM, AL 8,8538.9k $433.7k $433.7k 0.03% Added +51 +51
84 Gerber Kawasaki Wealth & Investment Management 0.01% of their portfolio SANTA MONICA, CA 8,5658.6k $419.6k $419.6k 0.01% Added +1.1k +1,120
85 ARBOR CAPITAL MANAGEMENT INC /ADV 0.35% of their portfolio ANCHORAGE, AK 8,3848.4k $411.9k $411.9k 0.35% Reduced -768 -768
86 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 8,2848.3k $405.8k $405.8k 0.00% New
87 Financial Life Planners 0.29% of their portfolio TEMPE, AZ 8,2498.2k $404.1k $404.1k 0.29% Unchanged
88 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 8,1218.1k $398.0k $398.0k 0.00% Added +935 +935
89 Meridian Wealth Management, LLC 0.01% of their portfolio LEXINGTON, KY 7,9838.0k $391.1k $391.1k 0.01% Unchanged
90 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 7,9808.0k $390.9k $390.9k 0.01% New
91 BANTAMAC CAPITAL, LLC 0.27% of their portfolio CHICAGO, IL 7,6907.7k $376.7k $376.7k 0.27% New
92 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.01% of their portfolio LOS ANGELES, CA 7,6277.6k $373.6k $373.6k 0.01% Added +1.3k +1,264
93 DHJJ Financial Advisors, Ltd. 0.12% of their portfolio NAPERVILLE, IL 7,5277.5k $368.7k $368.7k 0.12% Added +1.9k +1,880
94 Prosperity Consulting Group, LLC 0.02% of their portfolio OWINGS MILLS, MD 7,4617.5k $365.5k $365.5k 0.02% Unchanged
95 LEGACY SOLUTIONS, LLC 0.32% of their portfolio KENNETT SQUARE, PA 7,4587.5k $365.4k $365.4k 0.32% Added +2.2k +2,214
96 Sowell Financial Services LLC 0.01% of their portfolio NORTH LITTLE ROCK, AR 7,4507.5k $365.0k $365.0k 0.01% Reduced -1.3k -1,296
97 Mariner, LLC 0.00% of their portfolio Overland Park, KS 7,3277.3k $358.9k $358.9k 0.00% Reduced -493 -493
98 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 7,2657.3k $355.9k $355.9k 0.00% Reduced -8.1k -8,073
99 J.W. COLE ADVISORS, INC. 0.01% of their portfolio TAMPA, FL 7,2467.2k $341.1k $341.1k 0.01% Unchanged
100 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 6,8516.9k $338.2k $338.2k 0.00% New