Vault-13

FIRST TR EXCHNG TRADED FD VI FOCT

FT VEST US EQT · ETP · CUSIP 33740F664

139 institutional holders -6 vs Q4 2025
5,261,7835.3m shares reported held*
$251.2mreported value*
8 new 31 added 62 reduced 12 sold out net sold ≈ $11.7m (-244.8k 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 ($233.6k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $47.74.

Trends to Q1 2026

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: 145Q1 26: 139139Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026139

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 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 25Q2 25: 44 bought or addedQ2 25: 52 cut or sold outQ3 25: 23 bought or addedQ3 25: 65 cut or sold outQ3 25Q4 25: 89 bought or addedQ4 25: 34 cut or sold outQ1 26: 39 bought or addedQ1 26: 74 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20242547
Q3 20242055
Q4 20247327
Q1 20253763
Q2 20254452
Q3 20252365
Q4 20258934
Q1 20263974

Biggest buyers

ASSETMARK, INC Added +30,594+30.6k
Keystone Wealth Services, LLC New +23,101+23.1k
HARBOUR INVESTMENTS, INC. Added +20,549+20.5k
VestGen Advisors, LLC Added +19,216+19.2k
Strategic Blueprint, LLC Added +15,323+15.3k
Kestra Advisory Services, LLC Added +14,767+14.8k
Concurrent Investment Advisors, LLC New +8,470+8.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +7,698+7.7k
Gateway Wealth Partners, LLC New +7,234+7.2k
ENVESTNET ASSET MANAGEMENT INC Added +6,477+6.5k

Biggest sellers

Sigma Planning Corp Sold out -83,553-83.6k
LPL Financial LLC Reduced -58,328-58.3k
SOA Wealth Advisors, LLC. Reduced -41,201-41.2k
RAYMOND JAMES FINANCIAL INC Reduced -31,397-31.4k
OSAIC HOLDINGS, INC. Reduced -20,962-21.0k
Cetera Investment Advisers Reduced -20,536-20.5k
CWM, LLC Reduced -17,999-18.0k
Oakmont Advisory Group, LLC Sold out -16,772-16.8k
JPMORGAN CHASE & CO Reduced -16,119-16.1k
BAM Wealth Management, LLC Reduced -12,536-12.5k

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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 874,953875.0k $41.7m $41.7m 0.01% Added +6.5k +6,477
2 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 353,428353.4k $16.9m $16.9m 0.01% Reduced -31.4k -31,397
3 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 353,252353.3k $16.8m $16.8m 0.02% Reduced -20.5k -20,536
4 ASSETMARK, INC 0.03% of their portfolio CONCORD, CA 295,232295.2k $14.1m $14.1m 0.03% Added +30.6k +30,594
5 Bleakley Financial Group, LLC 0.17% of their portfolio PARSIPPANY, NJ 231,440231.4k $11.0m $11.0m 0.17% Reduced -4.2k -4,179
6 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 183,095183.1k $8.7m $8.7m 0.00% Reduced -58.3k -58,328
7 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 181,778181.8k $8.7m $8.7m 0.01% Reduced -21.0k -20,962
8 Atria Investments, Inc 0.09% of their portfolio Charlotte, NC 159,523159.5k $7.6m $7.6m 0.09% Added +2.8k +2,751
9 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 148,921148.9k $7.1m $7.1m 0.01% Reduced -12.5k -12,517
10 REAP Financial Group, LLC 1.36% of their portfolio AUSTIN, TX 145,024145.0k $6.9m $6.9m 1.36% Reduced -1.3k -1,261
11 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 107,151107.2k $5.1m $5.1m 0.02% Added +14.8k +14,767
12 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 100,548100.5k $4.8m $4.8m 0.01% Added +2.8k +2,762
13 CWM, LLC 0.01% of their portfolio OMAHA, NE 99,23999.2k $4.7m $4.7m 0.01% Reduced -18.0k -17,999
14 BAM Wealth Management, LLC 3.28% of their portfolio LAKEWOOD, CO 91,96492.0k $4.4m $4.4m 3.28% Reduced -12.5k -12,536
15 Capital Analysts, LLC 0.11% of their portfolio FORT WASHINGTON, PA 91,52291.5k $4.4m $4.4m 0.11% Added +606 +606
16 ACORN FINANCIAL ADVISORY SERVICES INC /ADV 0.46% of their portfolio Reston, VA 70,86070.9k $3.4m $3.4m 0.46% Reduced -527 -527
17 CreativeOne Wealth, LLC 0.07% of their portfolio OVERLAND PARK, KS 67,49267.5k $3.2m $3.2m 0.07% Reduced -1.2k -1,171
18 HARBOUR INVESTMENTS, INC. 0.05% of their portfolio MADISON, WI 66,95367.0k $3.2m $3.2m 0.05% Added +20.5k +20,549
19 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 52,09252.1k $2.5m $2.5m 0.00% Reduced -3.4k -3,441
20 Valtinson Bruner Financial Planning LLC 0.67% of their portfolio NEW BRIGHTON, MN 51,39051.4k $2.5m $2.5m 0.67% Reduced -1.5k -1,460
21 FWG Investments, LLC. 1.55% of their portfolio LEXINGTON, KY 51,25051.2k $2.4m $2.4m 1.55% Added +298 +298
22 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 48,63048.6k $2.3m $2.3m 0.00% Reduced -1.3k -1,344
23 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 47,41347.4k $2.3m $2.3m 0.01% Added +1.2k +1,172
24 SOA Wealth Advisors, LLC. 0.40% of their portfolio NEW YORK, NY 44,14344.1k $2.1m $2.1m 0.40% Reduced -41.2k -41,201
25 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 42,25342.3k $2.0m $2.0m 0.01% Reduced -3.1k -3,086
26 SMART Wealth LLC 0.54% of their portfolio Omaha, NE 38,70238.7k $1.8m $1.8m 0.54% Added +3.1k +3,119
27 Brookstone Capital Management 0.02% of their portfolio WHEATON, IL 37,92137.9k $1.8m $1.8m 0.02% Reduced -439 -439
28 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 35,30835.3k $1.7m $1.7m 0.00% Reduced -1.5k -1,508
29 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 32,26632.3k $1.5m $1.5m 0.00% Added +7.7k +7,698
30 McKinley Carter Wealth Services, Inc. 0.09% of their portfolio WHEELING, WV 32,21632.2k $1.5m $1.5m 0.09% Unchanged
31 INSIGNEO ADVISORY SERVICES, LLC 0.11% of their portfolio MIAMI, FL 31,46631.5k $1.5m $1.5m 0.11% Reduced -5.1k -5,057
32 FOUNDERS FINANCIAL SECURITIES LLC 0.09% of their portfolio TOWSON, MD 31,13231.1k $1.5m $1.5m 0.09% Added +2.6k +2,553
33 Harvest Investment Services, LLC 0.26% of their portfolio Oakbrook Terrace, IL 29,94929.9k $1.4m $1.4m 0.26% Reduced -1.5k -1,524
34 Reflection Asset Management 0.87% of their portfolio ISLE OF PALMS, SC 27,82627.8k $1.4m $1.4m 0.87% Unchanged
35 Gallagher Fiduciary Advisors, LLC 0.05% of their portfolio ROLLING MEADOWS, IL 27,08927.1k $1.3m $1.3m 0.05% Reduced -1.5k -1,470
36 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 26,68726.7k $1.3m $1.3m 0.00% Unchanged
37 Envestnet Portfolio Solutions, Inc. 0.01% of their portfolio BERWYN, PA 25,58425.6k $1.2m $1.2m 0.01% Added +3.5k +3,493
38 VestGen Advisors, LLC 0.04% of their portfolio CHICAGO, IL 25,44125.4k $1.3m $1.3m 0.04% Added +19.2k +19,216
39 Strategic Blueprint, LLC 0.07% of their portfolio ATLANTA, GA 24,85424.9k $1.2m $1.2m 0.07% Added +15.3k +15,323
40 SILVER OAK SECURITIES, INCORPORATED 0.08% of their portfolio JACKSON, TN 24,29224.3k $1.2m $1.2m 0.08% Unchanged
41 Keystone Wealth Services, LLC 0.24% of their portfolio PALM DESERT, CA 23,10123.1k $1.1m $1.1m 0.24% New
42 Signal Advisors Wealth, LLC 0.07% of their portfolio DETROIT, MI 22,73222.7k $1.1m $1.1m 0.07% Added +1.8k +1,785
43 Integrity Financial Corp /WA 0.53% of their portfolio JACKSON, WY 22,51922.5k $1.1m $1.1m 0.53% Reduced -1.6k -1,626
44 Fragasso Financial Advisors Inc 0.06% of their portfolio SEWICKLEY, PA 21,56321.6k $1.0m $1.0m 0.06% Reduced -12 -12
45 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 20,29620.3k $967.7k $967.7k 0.00% Reduced -291 -291
46 VestGen Investment Management 0.50% of their portfolio EGG HARBOR TOWNSHIP, NJ 19,01219.0k $906.5k $906.5k 0.50% Reduced -1.7k -1,687
47 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 18,65818.7k $889.6k $889.6k 0.00% Reduced -123 -123
48 Midwest Financial Network, LLC 0.70% of their portfolio TINLEY PARK, IL 18,59218.6k $886.4k $886.4k 0.70% Reduced -10.2k -10,186
49 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 17,32517.3k $826.1k $826.1k 0.00% Reduced -100 -100
50 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 17,11817.1k $816.2k $816.2k 0.01% Reduced -500 -500
51 Clear Creek Financial Management, LLC 0.06% of their portfolio SILVERDALE, WA 16,95617.0k $808.5k $808.5k 0.06% Added +5.0k +4,997
52 Ameritas Advisory Services, LLC 0.03% of their portfolio Lincoln, NE 16,45316.5k $784.5k $784.5k 0.03% Added +806 +806
53 Bison Wealth, LLC 0.08% of their portfolio ATLANTA, GA 15,74315.7k $813.2k $813.2k 0.08% Unchanged
54 Freedom Investment Management, Inc. 0.22% of their portfolio SOUTH WINDSOR, CT 15,74015.7k $750.5k $750.5k 0.22% Unchanged
55 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 15,66315.7k $746.8k $746.8k 0.01% Added +1.5k +1,534
56 CoreCap Advisors, LLC 0.03% of their portfolio SOUTHFIELD, MI 15,64515.6k $746.0k $746.0k 0.03% Reduced -200 -200
57 STEPHENS INC /AR/ 0.01% of their portfolio LITTLE ROCK, AR 15,41715.4k $735.1k $735.1k 0.01% Reduced -1.5k -1,488
58 Mutual Advisors, LLC 0.02% of their portfolio OMAHA, NE 14,96415.0k $713.5k $713.5k 0.02% Unchanged
59 Ashton Thomas Private Wealth, LLC 0.02% of their portfolio SCOTTSDALE, AZ 14,55914.6k $694.2k $694.2k 0.02% Added +409 +409
60 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.10% of their portfolio BLUE BELL, PA 13,97214.0k $666.2k $666.2k 0.10% Added +991 +991
61 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 13,88913.9k $662.2k $662.2k 0.01% Added +1.4k +1,404
62 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 13,77013.8k $656.6k $656.6k 0.01% Reduced -420 -420
63 Tanglewood Legacy Advisors, LLC 0.22% of their portfolio HOUSTON, TX 12,98413.0k $619.1k $619.1k 0.22% Unchanged
64 Octavia Wealth Advisors, LLC 0.06% of their portfolio CINCINNATI, OH 12,52312.5k $597.1k $597.1k 0.06% Unchanged
65 FSB PREMIER WEALTH MANAGEMENT, INC. 0.18% of their portfolio WATERLOO, IA 12,19112.2k $581.3k $581.3k 0.18% Reduced -5 -5
66 LEIGH BALDWIN & CO., LLC 0.37% of their portfolio CAZENOVIA, NY 12,11512.1k $577.6k $577.6k 0.37% Reduced -450 -450
67 WORLD EQUITY GROUP, INC. 0.15% of their portfolio SCHAUMBURG, IL 12,10012.1k $576.9k $576.9k 0.15% Reduced -803 -803
68 Accel Wealth Management 0.15% of their portfolio WAVERLY, IA 11,83011.8k $564.1k $564.1k 0.15% Reduced -89 -89
69 Foundations Investment Advisors, LLC 0.01% of their portfolio PHOENIX, AZ 11,60311.6k $553.2k $553.2k 0.01% Added +684 +684
70 Pitti Group Wealth Management, LLC 0.44% of their portfolio VICTOR, NY 11,30211.3k $538.9k $538.9k 0.44% Unchanged
71 Keating Financial Advisory Services, Inc. 0.08% of their portfolio MANHATTAN, KS 10,99211.0k $524.1k $524.1k 0.08% Added +1.0k +1,045
72 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 10,59610.6k $505.2k $505.2k 0.01% Reduced -3.2k -3,200
73 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 10,57710.6k $504.3k $504.3k 0.00% Reduced -78 -78
74 Archer Investment Corp 0.10% of their portfolio Carmel, IN 10,03510.0k $478.5k $478.5k 0.10% Unchanged
75 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 9,9069.9k $472.3k $472.3k 0.00% Reduced -10.7k -10,654
76 INTEGRITY ALLIANCE, LLC. 0.02% of their portfolio Urbandale, IA 9,6859.7k $461.8k $461.8k 0.02% Reduced -5.4k -5,377
77 Geneos Wealth Management Inc. 0.01% of their portfolio ENGLEWOOD, CO 9,3309.3k $444.9k $444.9k 0.01% Unchanged
78 KINGSWOOD WEALTH ADVISORS, LLC 0.02% of their portfolio SAN DIEGO, CA 9,2339.2k $440.2k $440.2k 0.02% Reduced -62 -62
79 TFB Advisors LLC 0.22% of their portfolio OVERLAND PARK, KS 8,7298.7k $416.2k $416.2k 0.22% Reduced -6.2k -6,195
80 Concurrent Investment Advisors, LLC 0.00% of their portfolio Tampa, FL 8,4708.5k $403.8k $403.8k 0.00% New
81 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 8,2788.3k $395.0k $395.0k 0.00% Added +157 +157
82 Financial Life Planners 0.30% of their portfolio TEMPE, AZ 8,2498.2k $393.3k $393.3k 0.30% Unchanged
83 Meridian Wealth Management, LLC 0.01% of their portfolio LEXINGTON, KY 7,9838.0k $380.6k $380.6k 0.01% Unchanged
84 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 7,9808.0k $380.5k $380.5k 0.01% Unchanged
85 ARBOR CAPITAL MANAGEMENT INC /ADV 0.31% of their portfolio ANCHORAGE, AK 7,7477.7k $376.3k $376.3k 0.31% Reduced -637 -637
86 BANTAMAC CAPITAL, LLC 0.27% of their portfolio CHICAGO, IL 7,6897.7k $366.6k $366.6k 0.27% Reduced -1 -1
87 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.01% of their portfolio LOS ANGELES, CA 7,6277.6k $363.7k $363.7k 0.01% Unchanged
88 DHJJ Financial Advisors, Ltd. 0.12% of their portfolio NAPERVILLE, IL 7,5277.5k $358.9k $358.9k 0.12% Unchanged
89 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.00% of their portfolio IRVING, TX 7,5127.5k $358.5k $358.5k 0.00% Added +1.2k +1,157
90 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 7,5107.5k $358.1k $358.1k 0.00% Reduced -774 -774
91 Gerber Kawasaki Wealth & Investment Management 0.01% of their portfolio SANTA MONICA, CA 7,4707.5k $356.2k $356.2k 0.01% Reduced -1.1k -1,095
92 Prosperity Consulting Group, LLC 0.02% of their portfolio OWINGS MILLS, MD 7,4617.5k $355.7k $355.7k 0.02% Unchanged
93 LEGACY SOLUTIONS, LLC 0.33% of their portfolio KENNETT SQUARE, PA 7,4587.5k $355.6k $355.6k 0.33% Unchanged
94 Sowell Financial Services LLC 0.01% of their portfolio NORTH LITTLE ROCK, AR 7,3617.4k $350.9k $350.9k 0.01% Reduced -89 -89
95 Gateway Wealth Partners, LLC 0.01% of their portfolio APPLETON, WI 7,2347.2k $344.9k $344.9k 0.01% New
96 Mariner, LLC 0.00% of their portfolio Overland Park, KS 6,9517.0k $331.4k $331.4k 0.00% Reduced -376 -376
97 LANARK FINANCIAL, INC. 0.02% of their portfolio BIRMINGHAM, AL 6,9216.9k $330.0k $330.0k 0.02% Reduced -1.9k -1,932
98 WealthTrust Asset Management, LLC 0.19% of their portfolio Destin, FL 6,8376.8k $326.0k $326.0k 0.19% Added +2.3k +2,286
99 Savvy Advisors, Inc. 0.01% of their portfolio NEW YORK, NY 6,8316.8k $325.7k $325.7k 0.01% Added +480 +480
100 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 6,7426.7k $321.5k $321.5k 0.00% Added +1.0k +1,033