Vault-13

FIRST TR EXCHNG TRADED FD VI DOCT

FT VEST UQ EQT · ETP · CUSIP 33740F672

91 institutional holders +0 vs Q1 2025
5,018,1255.0m shares reported held*
$206.1mreported value*
8 new 22 added 41 reduced 7 sold out net bought ≈ $2.4m (+58.1k 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 ($266.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $41.08.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 29Q4 22: 52Q1 23: 53Q2 23: 53Q3 23: 51Q4 23: 64Q1 24: 66Q2 24: 65Q3 24: 61Q4 24: 89Q1 25: 91Q2 25: 9191Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202229
Q4 202252
Q1 202353
Q2 202353
Q3 202351
Q4 202364
Q1 202466
Q2 202465
Q3 202461
Q4 202489
Q1 202591
Q2 202591

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 23: 13 bought or addedQ3 23: 30 cut or sold outQ4 23: 41 bought or addedQ4 23: 21 cut or sold outQ4 23Q1 24: 15 bought or addedQ1 24: 35 cut or sold outQ2 24: 18 bought or addedQ2 24: 33 cut or sold outQ2 24Q3 24: 20 bought or addedQ3 24: 31 cut or sold outQ4 24: 52 bought or addedQ4 24: 23 cut or sold outQ4 24Q1 25: 23 bought or addedQ1 25: 49 cut or sold outQ2 25: 30 bought or addedQ2 25: 48 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20231330
Q4 20234121
Q1 20241535
Q2 20241833
Q3 20242031
Q4 20245223
Q1 20252349
Q2 20253048

Biggest buyers

Wood Tarver Financial Group, LLC Added +276,867+276.9k
COMMONWEALTH EQUITY SERVICES, LLC Added +191,924+191.9k
Foguth Wealth Management, LLC. Added +96,857+96.9k
Signal Advisors Wealth, LLC Added +94,393+94.4k
LifeWealth Investments, LLC New +35,140+35.1k
StoneX Group Inc. Added +20,488+20.5k
MGO ONE SEVEN LLC New +16,082+16.1k
LPL Financial LLC Added +14,296+14.3k
RFG Advisory, LLC New +12,131+12.1k
Simplicity Wealth,LLC New +9,780+9.8k

Biggest sellers

REAP Financial Group, LLC Reduced -166,594-166.6k
WINNACLE WEALTH LLC Sold out -143,042-143.0k
Bison Wealth, LLC Reduced -135,749-135.7k
Advance Capital Management, Inc. Reduced -67,614-67.6k
RAYMOND JAMES FINANCIAL INC Reduced -51,951-52.0k
Cambridge Investment Research Advisors, Inc. Reduced -42,749-42.7k
KESTRA PRIVATE WEALTH SERVICES, LLC Reduced -21,620-21.6k
AE Wealth Management LLC Reduced -19,812-19.8k
B. Riley Wealth Advisors, Inc. Sold out -16,082-16.1k
JPMORGAN CHASE & CO Sold out -15,232-15.2k

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 +4.0 pts · filed 2026-10-22 44.9% +4.0 pts 3.7m≈ $173.9m 2026-10-22

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Advance Capital Management, Inc. 1.15% of their portfolio SOUTHFIELD, MI 617,258617.3k $25.3m $25.3m 1.15% Reduced -67.6k -67,614
2 Bison Wealth, LLC 1.10% of their portfolio ATLANTA, GA 337,727337.7k $13.9m $13.9m 1.10% Reduced -135.7k -135,749
3 REAP Financial Group, LLC 3.09% of their portfolio AUSTIN, TX 320,476320.5k $13.2m $13.2m 3.09% Reduced -166.6k -166,594
4 Wood Tarver Financial Group, LLC 3.92% of their portfolio BOISE, ID 316,824316.8k $13.0m $13.0m 3.92% Added +276.9k +276,867
5 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 313,557313.6k $12.9m $12.9m 0.02% Added +191.9k +191,924
6 OGOREK ANTHONY JOSEPH /NY/ /ADV 3.90% of their portfolio WILLIAMSVILLE, NY 307,088307.1k $12.6m $12.6m 3.90% Reduced -2.9k -2,895
7 Signal Advisors Wealth, LLC 0.95% of their portfolio DETROIT, MI 295,291295.3k $12.1m $12.1m 0.95% Added +94.4k +94,393
8 Foguth Wealth Management, LLC. 2.53% of their portfolio BRIGHTON, MI 287,523287.5k $11.8m $11.8m 2.53% Added +96.9k +96,857
9 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 247,383247.4k $10.2m $10.2m 0.00% Reduced -52.0k -51,951
10 Mutual Advisors, LLC 0.16% of their portfolio OMAHA, NE 149,118149.1k $6.2m $6.2m 0.16% Reduced -9.4k -9,386
11 Per Stirling Capital Management, LLC. 0.73% of their portfolio AUSTIN, TX 136,191136.2k $5.6m $5.6m 0.73% Added +1.2k +1,209
12 Sequent Planning LLC 1.62% of their portfolio OMAHA, NE 124,565124.6k $5.1m $5.1m 1.62% Reduced -1.5k -1,455
13 LCNB CORP 1.67% of their portfolio LEBANON, OH 115,476115.5k $4.7m $4.7m 1.67% Added +1.2k +1,192
14 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 113,082113.1k $4.6m $4.6m 0.01% Reduced -5.6k -5,616
15 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 73,84673.8k $3.0m $3.0m 0.01% Reduced -396 -396
16 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 71,49071.5k $2.9m $2.9m 0.00% Added +9.5k +9,490
17 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 65,08165.1k $2.7m $2.7m 0.01% Reduced -2.0k -1,974
18 NewEdge Wealth, LLC 0.04% of their portfolio STAMFORD, CT 55,11955.1k $2.3m $2.3m 0.04% Added +6.6k +6,577
19 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 51,58751.6k $2.1m $2.1m 0.00% Added +7.1k +7,116
20 Commonwealth Financial Services, LLC 0.39% of their portfolio VIENNA, WV 49,75149.8k $2.0m $2.0m 0.39% Reduced -2.6k -2,612
21 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 49,60549.6k $2.0m $2.0m 0.00% Added +6.9k +6,946
22 HARBOUR INVESTMENTS, INC. 0.04% of their portfolio MADISON, WI 42,05642.1k $1.7m $1.7m 0.04% Added +284 +284
23 TOUNJIAN ADVISORY PARTNERS, LLC 0.30% of their portfolio FORT MYERS, FL 40,76040.8k $1.6m $1.6m 0.30% Unchanged
24 FOUNDERS FINANCIAL SECURITIES LLC 0.13% of their portfolio TOWSON, MD 40,24040.2k $1.7m $1.7m 0.13% Added +3.1k +3,128
25 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 38,06138.1k $1.6m $1.6m 0.00% Reduced -42.7k -42,749
26 LifeWealth Investments, LLC 0.25% of their portfolio WINTER GARDEN, FL 35,14035.1k $1.4m $1.4m 0.25% New
27 SMART Wealth LLC 0.44% of their portfolio Omaha, NE 34,09634.1k $1.4m $1.4m 0.44% Reduced -1.3k -1,268
28 Harvest Investment Services, LLC 0.30% of their portfolio Oakbrook Terrace, IL 32,30632.3k $1.3m $1.3m 0.30% Reduced -2.8k -2,750
29 CWM, LLC 0.00% of their portfolio OMAHA, NE 31,07531.1k $1.3m $1.3m 0.00% Reduced -190 -190
30 Brookstone Capital Management 0.02% of their portfolio WHEATON, IL 30,01030.0k $1.2m $1.2m 0.02% Added +970 +970
31 Castleview Partners, LLC 0.79% of their portfolio DALLAS, TX 29,93429.9k $1.2m $1.2m 0.79% Reduced -5.2k -5,204
32 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 29,67129.7k $1.2m $1.2m 0.00% Added +14.3k +14,296
33 StoneX Group Inc. 0.05% of their portfolio NEW YORK, NY 26,57826.6k $1.1m $1.1m 0.05% Added +20.5k +20,488
34 McKinley Carter Wealth Services, Inc. 0.06% of their portfolio WHEELING, WV 24,41624.4k $1.0m $1.0m 0.06% Unchanged
35 Ignite Planners, LLC 0.16% of their portfolio SAN CLEMENTE, CA 22,69122.7k $940.3k $940.3k 0.16% Unchanged
36 1ST SOURCE BANK 0.05% of their portfolio SOUTH BEND, IN 22,14522.1k $909.5k $909.5k 0.05% Reduced -5.3k -5,312
37 BEACON FINANCIAL GROUP 0.09% of their portfolio DALLAS, TX 20,80120.8k $854.3k $854.3k 0.09% Reduced -5.2k -5,235
38 Icon Wealth Advisors, LLC 0.06% of their portfolio HOUSTON, TX 20,68520.7k $849.5k $849.5k 0.06% Unchanged
39 Clear Creek Financial Management, LLC 0.08% of their portfolio SILVERDALE, WA 20,29820.3k $833.6k $833.6k 0.08% Reduced -4.6k -4,600
40 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 20,00020.0k $821.4k $821.4k 0.01% Unchanged
41 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 18,49718.5k $759.6k $759.6k 0.01% Reduced -21.6k -21,620
42 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 17,31317.3k $711.0k $711.0k 0.02% Added +5.5k +5,470
43 Spire Wealth Management 0.03% of their portfolio MCLEAN, VA 17,28117.3k $709.7k $709.7k 0.03% Reduced -8.9k -8,853
44 MGO ONE SEVEN LLC 0.02% of their portfolio Beachwood, OH 16,08216.1k $660.5k $660.5k 0.02% New
45 Integrity Financial Corp /WA 0.34% of their portfolio JACKSON, WY 16,02716.0k $658.2k $658.2k 0.34% Reduced -1.4k -1,361
46 EVOLUTION WEALTH MANAGEMENT INC. 0.81% of their portfolio FORT MYERS, FL 15,97116.0k $655.9k $655.9k 0.81% First filing
47 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 14,24614.2k $585.1k $585.1k 0.01% Reduced -164 -164
48 WealthTrust Asset Management, LLC 0.39% of their portfolio Destin, FL 12,74212.7k $523.3k $523.3k 0.39% Added +5.4k +5,446
49 Buck Wealth Strategies, LLC 0.08% of their portfolio DENVER, CO 12,23812.2k $502.6k $502.6k 0.08% Added +5.1k +5,090
50 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 12,13112.1k $498.2k $498.2k 0.01% New
51 UPTICK PARTNERS, LLC 0.14% of their portfolio NACOGDOCHES, TX 11,77711.8k $483.7k $483.7k 0.14% Unchanged
52 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 11,68811.7k $480.0k $480.0k 0.01% Reduced -1.5k -1,465
53 1776 Wealth LLC 0.18% of their portfolio ATLANTA, GA 10,65810.7k $437.7k $437.7k 0.18% Unchanged
54 ARBOR CAPITAL MANAGEMENT INC /ADV 0.36% of their portfolio ANCHORAGE, AK 9,8189.8k $407.4k $407.4k 0.36% Reduced -610 -610
55 Simplicity Wealth,LLC 0.02% of their portfolio SUMMIT, NJ 9,7809.8k $401.6k $401.6k 0.02% New
56 Marshall Financial Group, LLC 0.07% of their portfolio Hunt Valley, MD 8,8248.8k $362.5k $362.5k 0.07% Reduced -13 -13
57 Prosperity Consulting Group, LLC 0.02% of their portfolio OWINGS MILLS, MD 8,0308.0k $329.8k $329.8k 0.02% Reduced -405 -405
58 HICKORY ASSET MANAGEMENT, INC. 0.26% of their portfolio Concord, OH 7,7907.8k $319.9k $319.9k 0.26% Reduced -500 -500
59 Tanglewood Legacy Advisors, LLC 0.13% of their portfolio HOUSTON, TX 7,5307.5k $309.2k $309.2k 0.13% Reduced -738 -738
60 Keystone Wealth Services, LLC 0.07% of their portfolio PALM DESERT, CA 7,3317.3k $301.1k $301.1k 0.07% Unchanged
61 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 7,0287.0k $288.6k $288.6k 0.00% Reduced -3.3k -3,289
62 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 6,8116.8k $279.7k $279.7k 0.00% Added +222 +222
63 Kovack Advisors, Inc. 0.03% of their portfolio FT. LAUDERDALE, FL 6,5396.5k $268.5k $268.5k 0.03% Unchanged
64 Advyzon Investment Management, LLC 0.06% of their portfolio LISLE, IL 6,4776.5k $266.0k $266.0k 0.06% Reduced -257 -257
65 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 6,0456.0k $248.3k $248.3k 0.00% Reduced -394 -394
66 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 5,6695.7k $234.1k $234.1k 0.00% Reduced -1.4k -1,400
67 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 5,4265.4k $222.8k $222.8k 0.01% Unchanged
68 SOA Wealth Advisors, LLC. 0.04% of their portfolio NEW YORK, NY 5,3645.4k $220.3k $220.3k 0.04% Unchanged
69 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 5,3065.3k $217.9k $217.9k 0.00% Reduced -2.5k -2,546
70 Midwest Financial Network, LLC 0.21% of their portfolio TINLEY PARK, IL 5,2745.3k $216.6k $216.6k 0.21% Reduced -425 -425
71 Spectrum Asset Management, Inc. (NB/CA) 0.09% of their portfolio NEWPORT BEACH, CA 5,1005.1k $209.4k $209.4k 0.09% Reduced -160 -160
72 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 5,0035.0k $205.5k $205.5k 0.00% Added +3.3k +3,282
73 Armbruster Capital Management, Inc. 0.04% of their portfolio PITTSFORD, NY 5,0005.0k $205.3k $205.3k 0.04% New
74 Schulz Wealth, LTD. 0.15% of their portfolio MANSFIELD, TX 4,9915.0k $205.0k $205.0k 0.15% New
75 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.03% of their portfolio BLUE BELL, PA 4,7994.8k $197.1k $197.1k 0.03% Reduced -1.1k -1,098
76 LANARK FINANCIAL, INC. 0.01% of their portfolio BIRMINGHAM, AL 4,0004.0k $164.0k $164.0k 0.01% Reduced -737 -737
77 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 3,8373.8k $157.6k $157.6k 0.00% Reduced -1.3k -1,279
78 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 3,1703.2k $130.2k $130.2k 0.00% Reduced -19.8k -19,812
79 Ameritas Advisory Services, LLC 0.01% of their portfolio Lincoln, NE 3,1203.1k $128.1k $128.1k 0.01% New
80 Larson Financial Group LLC 0.01% of their portfolio ST LOUIS, MO 3,0363.0k $124.7k $124.7k 0.01% Unchanged
81 Capital Investment Advisory Services, LLC 0.01% of their portfolio RALEIGH, NC 2,9102.9k $119.5k $119.5k 0.01% Unchanged
82 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 2,8402.8k $116.0k $116.0k 0.00% Added +1.4k +1,405
83 MTM Investment Management, LLC 0.03% of their portfolio SPARTANBURG, SC 2,1202.1k $87.1k $87.1k 0.03% Unchanged
84 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 1,9391.9k $80.0k $80.0k 0.00% Unchanged
85 TWIN PEAKS WEALTH ADVISORS, LLC 0.02% of their portfolio SAN FRANCISCO, CA 1,6271.6k $68.6k $68.6k 0.02% New
86 DHJJ Financial Advisors, Ltd. 0.02% of their portfolio NAPERVILLE, IL 1,6101.6k $66.1k $66.1k 0.02% Reduced -120 -120
87 Sunbelt Securities, Inc. 0.01% of their portfolio HOUSTON, TX 1,5301.5k $60.2k $60.2k 0.01% Unchanged
88 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 1,2931.3k $53.1k $53.1k 0.00% Unchanged
89 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 1,2831.3k $52.7k $52.7k 0.00% Added +149 +149
90 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 700700 $28.7k $28.7k 0.00% Unchanged
91 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged