Vault-13

FIRST TR EXCHNG TRADED FD VI DOCT

FT VEST UQ EQT · ETP · CUSIP 33740F672

107 institutional holders -3 vs Q1 2026
4,008,1524.0m shares reported held*
$187.1mreported value*
11 new 16 added 45 reduced 14 sold out net sold ≈ $2.2m (-46.9k 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 ($189.5k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $46.68.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 29Q4 22: 52Q1 23: 53Q2 23: 53Q3 23: 51Q4 23: 64Q1 24: 66Q2 24: 65Q3 24: 61Q4 24: 89Q1 25: 91Q2 25: 91Q3 25: 87Q4 25: 113Q1 26: 110Q2 26: 107107Q3 22Q3 23Q3 24Q3 25Q2 26
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
Q3 202587
Q4 2025113
Q1 2026110
Q2 2026107

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 25Q3 25: 21 bought or addedQ3 25: 49 cut or sold outQ4 25: 64 bought or addedQ4 25: 32 cut or sold outQ4 25Q1 26: 26 bought or addedQ1 26: 55 cut or sold outQ2 26: 27 bought or addedQ2 26: 59 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20242031
Q4 20245223
Q1 20252349
Q2 20253048
Q3 20252149
Q4 20256432
Q1 20262655
Q2 20262759

Biggest buyers

SUSQUEHANNA INTERNATIONAL GROUP, LLP New +115,578+115.6k
ENVESTNET ASSET MANAGEMENT INC Added +61,484+61.5k
LPL Financial LLC Added +46,502+46.5k
Bluespring Wealth Management, LLC New +46,330+46.3k
TOUNJIAN ADVISORY PARTNERS, LLC New +17,957+18.0k
FIDUCIARY FINANCIAL ADVISORS New +10,352+10.4k
Cetera Investment Advisers Added +9,765+9.8k
MML INVESTORS SERVICES, LLC Added +9,387+9.4k
FOUNDERS FINANCIAL SECURITIES LLC Added +9,294+9.3k
Per Stirling Capital Management, LLC. Added +6,984+7.0k

Biggest sellers

Sequent Planning LLC Reduced -90,658-90.7k
Wood Tarver Financial Group, LLC Reduced -61,636-61.6k
RAYMOND JAMES FINANCIAL INC Reduced -38,521-38.5k
Advance Capital Management, Inc. Sold out -29,686-29.7k
Ritter Daniher Financial Advisory LLC / DE Reduced -28,100-28.1k
OSAIC HOLDINGS, INC. Reduced -27,505-27.5k
CITADEL ADVISORS LLC Sold out -13,702-13.7k
OLD MISSION CAPITAL LLC Sold out -13,032-13.0k
1ST SOURCE BANK Reduced -9,219-9.2k
Kestra Advisory Services, LLC Reduced -8,493-8.5k

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

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OPPENHEIMER & CO INC 0.20% of their portfolio NEW YORK, NY 400,877400.9k $18.7m $18.7m 0.20% Added +2.6k +2,617
2 OGOREK ANTHONY JOSEPH /NY/ /ADV 3.30% of their portfolio WILLIAMSVILLE, NY 284,386284.4k $13.3m $13.3m 3.30% Reduced -1.8k -1,790
3 REAP Financial Group, LLC 1.72% of their portfolio AUSTIN, TX 215,278215.3k $10.0m $10.0m 1.72% Reduced -5.2k -5,219
4 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 211,243211.2k $9.9m $9.9m 0.00% Added +61.5k +61,484
5 Wood Tarver Financial Group, LLC 1.95% of their portfolio BOISE, ID 176,850176.8k $8.3m $8.3m 1.95% Reduced -61.6k -61,636
6 Per Stirling Capital Management, LLC. 0.64% of their portfolio AUSTIN, TX 143,115143.1k $6.7m $6.7m 0.64% Added +7.0k +6,984
7 Mutual Advisors, LLC 0.12% of their portfolio OMAHA, NE 138,512138.5k $6.5m $6.5m 0.12% Reduced -5.8k -5,831
8 LCNB CORP 1.75% of their portfolio LEBANON, OH 122,306122.3k $5.7m $5.7m 1.75% Reduced -4.8k -4,834
9 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 115,578115.6k $5.4m $5.4m 0.00% New
10 WINNACLE WEALTH LLC 3.48% of their portfolio WACO, TX 109,598109.6k $5.1m $5.1m 3.48% Reduced -3.7k -3,662
11 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 104,915104.9k $4.9m $4.9m 0.01% Reduced -4.6k -4,561
12 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 97,75697.8k $4.6m $4.6m 0.00% Added +46.5k +46,502
13 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 96,43296.4k $4.5m $4.5m 0.01% Added +9.4k +9,387
14 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 96,08096.1k $4.5m $4.5m 0.01% Reduced -27.5k -27,505
15 MONEY CONCEPTS CAPITAL CORP 0.20% of their portfolio PALM BEACH GARDENS, FL 90,34890.3k $4.2m $4.2m 0.20% Added +2.5k +2,537
16 Foguth Wealth Management, LLC. 0.48% of their portfolio BRIGHTON, MI 90,26490.3k $4.2m $4.2m 0.48% Reduced -1.1k -1,145
17 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 88,41088.4k $4.1m $4.1m 0.00% Added +9.8k +9,765
18 FOUNDERS FINANCIAL SECURITIES LLC 0.20% of their portfolio TOWSON, MD 83,67883.7k $3.9m $3.9m 0.20% Added +9.3k +9,294
19 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 69,50369.5k $3.2m $3.2m 0.01% Reduced -8.5k -8,493
20 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 66,06466.1k $3.1m $3.1m 0.00% Reduced -6.8k -6,813
21 HARBOUR INVESTMENTS, INC. 0.04% of their portfolio MADISON, WI 63,93363.9k $3.0m $3.0m 0.04% Reduced -5.4k -5,354
22 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 54,88854.9k $2.6m $2.6m 0.00% Reduced -38.5k -38,521
23 NewEdge Wealth, LLC 0.02% of their portfolio STAMFORD, CT 52,19652.2k $2.4m $2.4m 0.02% Unchanged
24 Commonwealth Financial Services, LLC 0.29% of their portfolio VIENNA, WV 46,40046.4k $2.2m $2.2m 0.29% Reduced -7.0k -6,954
25 Bluespring Wealth Management, LLC 0.04% of their portfolio AUSTIN, TX 46,33046.3k $2.2m $2.2m 0.04% New
26 IFP Advisors, Inc 0.04% of their portfolio TAMPA, FL 42,49542.5k $2.0m $2.0m 0.04% Reduced -2.6k -2,567
27 SMART Wealth LLC 0.39% of their portfolio Omaha, NE 38,85338.9k $1.8m $1.8m 0.39% Added +6.5k +6,478
28 MGO ONE SEVEN LLC 0.03% of their portfolio Beachwood, OH 36,77936.8k $1.7m $1.7m 0.03% Unchanged
29 StoneX Group Inc. 0.06% of their portfolio NEW YORK, NY 33,90533.9k $1.6m $1.6m 0.06% Added +642 +642
30 Castleview Partners, LLC 0.66% of their portfolio DALLAS, TX 32,29032.3k $1.5m $1.5m 0.66% Reduced -558 -558
31 Brookstone Capital Management 0.02% of their portfolio WHEATON, IL 32,20032.2k $1.5m $1.5m 0.02% Unchanged
32 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 27,54827.5k $1.3m $1.3m 0.01% Unchanged
33 Harvest Investment Services, LLC 0.20% of their portfolio Oakbrook Terrace, IL 27,43827.4k $1.3m $1.3m 0.20% Unchanged
34 Sequent Planning LLC 0.26% of their portfolio OMAHA, NE 26,31426.3k $1.2m $1.2m 0.26% Reduced -90.7k -90,658
35 Kovack Advisors, Inc. 0.06% of their portfolio FT. LAUDERDALE, FL 25,94525.9k $1.2m $1.2m 0.06% Reduced -730 -730
36 McKinley Carter Wealth Services, Inc. 0.06% of their portfolio WHEELING, WV 24,41624.4k $1.1m $1.1m 0.06% Unchanged
37 1ST SOURCE BANK 0.05% of their portfolio SOUTH BEND, IN 24,34324.3k $1.1m $1.1m 0.05% Reduced -9.2k -9,219
38 Ritter Daniher Financial Advisory LLC / DE 0.16% of their portfolio CINCINNATI, OH 23,16523.2k $1.1m $1.1m 0.16% Reduced -28.1k -28,100
39 Ignite Planners, LLC 0.13% of their portfolio SAN CLEMENTE, CA 20,82720.8k $972.2k $972.2k 0.13% Reduced -2 -2
40 Icon Wealth Advisors, LLC 0.06% of their portfolio HOUSTON, TX 20,62920.6k $963.0k $963.0k 0.06% Reduced -4 -4
41 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 20,09820.1k $935.0k $935.0k 0.00% Added +4.5k +4,483
42 TOUNJIAN ADVISORY PARTNERS, LLC 0.36% of their portfolio FORT MYERS, FL 17,95718.0k $838.2k $838.2k 0.36% New
43 LifeWealth Investments, LLC 0.22% of their portfolio WINTER GARDEN, FL 17,87717.9k $834.5k $834.5k 0.22% Reduced -399 -399
44 BEACON FINANCIAL GROUP 0.07% of their portfolio DALLAS, TX 17,58417.6k $820.8k $820.8k 0.07% Unchanged
45 Integrity Financial Corp /WA 0.39% of their portfolio JACKSON, WY 17,40417.4k $812.4k $812.4k 0.39% Reduced -2.2k -2,219
46 IHT Wealth Management, LLC 0.02% of their portfolio Chicago, IL 17,32917.3k $808.9k $808.9k 0.02% Unchanged
47 Madrona Financial Services, LLC 0.15% of their portfolio EVERETT, WA 17,23817.2k $804.7k $804.7k 0.15% Unchanged
48 First Heartland Consultants, Inc. 0.05% of their portfolio LAKE ST. LOUIS, MO 16,55816.6k $772.9k $772.9k 0.05% Unchanged
49 EVOLUTION WEALTH MANAGEMENT INC. 0.44% of their portfolio FORT MYERS, FL 15,88815.9k $741.7k $741.7k 0.44% Reduced -84 -84
50 Spectrum Asset Management, Inc. (NB/CA) 0.20% of their portfolio NEWPORT BEACH, CA 15,46015.5k $721.7k $721.7k 0.20% Unchanged
51 WealthTrust Asset Management, LLC 0.38% of their portfolio Destin, FL 15,16315.2k $707.8k $707.8k 0.38% Unchanged
52 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 14,06414.1k $656.0k $656.0k 0.00% Reduced -482 -482
53 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 13,52413.5k $631.3k $631.3k 0.00% Unchanged
54 UPTICK PARTNERS, LLC 0.10% of their portfolio NACOGDOCHES, TX 13,13813.1k $613.3k $613.3k 0.10% Unchanged
55 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 13,10613.1k $611.8k $611.8k 0.01% Added +1.0k +1,039
56 ACORN FINANCIAL ADVISORY SERVICES INC /ADV 0.08% of their portfolio Reston, VA 12,40912.4k $579.3k $579.3k 0.08% Reduced -7.1k -7,146
57 Tanglewood Legacy Advisors, LLC 0.18% of their portfolio HOUSTON, TX 12,24612.2k $571.6k $571.6k 0.18% Reduced -181 -181
58 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 12,01912.0k $561.0k $561.0k 0.01% Unchanged
59 Buck Wealth Strategies, LLC 0.06% of their portfolio DENVER, CO 11,69111.7k $545.7k $545.7k 0.06% Unchanged
60 Prime Capital Investment Advisors, LLC 0.01% of their portfolio OVERLAND PARK, KS 11,21511.2k $523.5k $523.5k 0.01% Reduced -1.1k -1,078
61 Capasso Planning Partners LLC 0.26% of their portfolio CHARLESTON, SC 11,18911.2k $522.3k $522.3k 0.26% Unchanged
62 Signal Advisors Wealth, LLC 0.03% of their portfolio DETROIT, MI 10,63210.6k $496.3k $496.3k 0.03% Reduced -303 -303
63 FIDUCIARY FINANCIAL ADVISORS 0.05% of their portfolio GRAND RAPIDS, MI 10,35210.4k $483.0k $483.0k 0.05% New
64 LEVEL FOUR ADVISORY SERVICES, LLC 0.01% of their portfolio DALLAS, TX 10,29210.3k $480.4k $480.4k 0.01% Unchanged
65 Keystone Wealth Services, LLC 0.09% of their portfolio PALM DESERT, CA 9,9379.9k $463.9k $463.9k 0.09% Reduced -154 -154
66 1776 Wealth LLC 0.15% of their portfolio ATLANTA, GA 8,9208.9k $416.4k $416.4k 0.15% Reduced -1.7k -1,738
67 Marshall Financial Group, LLC 0.06% of their portfolio Hunt Valley, MD 8,7958.8k $410.6k $410.6k 0.06% Unchanged
68 Santori & Peters, Inc. 0.11% of their portfolio CANONSBURG, PA 8,2638.3k $385.7k $385.7k 0.11% Unchanged
69 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 6,9436.9k $324.1k $324.1k 0.00% Added +2.3k +2,327
70 AlphaStar Capital Management, LLC 0.02% of their portfolio CORNELIUS, NC 6,7656.8k $315.8k $315.8k 0.02% Unchanged
71 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 6,7646.8k $315.7k $315.7k 0.00% Unchanged
72 Pinnacle Wealth Planning Services, Inc. 0.03% of their portfolio MANSFIELD, OH 6,5006.5k $303.4k $303.4k 0.03% Unchanged
73 ARBOR CAPITAL MANAGEMENT INC /ADV 0.28% of their portfolio ANCHORAGE, AK 6,1406.1k $286.4k $286.4k 0.28% Reduced -2.0k -2,024
74 Ameritas Advisory Services, LLC 0.01% of their portfolio Lincoln, NE 5,7215.7k $267.1k $267.1k 0.01% New
75 JIM SAULNIER & ASSOCIATES, LLC 0.10% of their portfolio FORT COLLINS, CO 5,5495.5k $259.0k $259.0k 0.10% Unchanged
76 Arkadios Wealth Advisors 0.00% of their portfolio ATLANTA, GA 5,4265.4k $253.3k $253.3k 0.00% Unchanged
77 Sage Capital Advisors,llc 0.05% of their portfolio SIOUX FALLS, SD 5,4225.4k $253.1k $253.1k 0.05% Reduced -30 -30
78 Prosperity Consulting Group, LLC 0.01% of their portfolio OWINGS MILLS, MD 5,2815.3k $246.5k $246.5k 0.01% Reduced -74 -74
79 Clear Creek Financial Management, LLC 0.02% of their portfolio SILVERDALE, WA 5,0885.1k $237.5k $237.5k 0.02% Reduced -970 -970
80 Simplicity Wealth,LLC 0.01% of their portfolio SUMMIT, NJ 4,9484.9k $231.0k $231.0k 0.01% Unchanged
81 Savvy Advisors, Inc. 0.00% of their portfolio NEW YORK, NY 4,5124.5k $210.6k $210.6k 0.00% New
82 Advyzon Investment Management, LLC 0.02% of their portfolio LISLE, IL 4,4904.5k $209.6k $209.6k 0.02% New
83 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 4,1954.2k $195.8k $195.8k 0.00% Reduced -99 -99
84 Capital Investment Advisory Services, LLC 0.01% of their portfolio RALEIGH, NC 3,9123.9k $182.6k $182.6k 0.01% Added +6 +6
85 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 3,8373.8k $179.1k $179.1k 0.00% Reduced -32 -32
86 SILVER OAK SECURITIES, INCORPORATED 0.01% of their portfolio JACKSON, TN 3,5743.6k $166.8k $166.8k 0.01% New
87 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.02% of their portfolio BLUE BELL, PA 3,3993.4k $158.7k $158.7k 0.02% Reduced -61 -61
88 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 3,0363.0k $141.7k $141.7k 0.00% Unchanged
89 LANARK FINANCIAL, INC. 0.01% of their portfolio BIRMINGHAM, AL 2,8852.9k $134.7k $134.7k 0.01% Reduced -223 -223
90 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 2,8522.9k $133.0k $133.0k 0.01% New
91 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 2,7692.8k $129.3k $129.3k 0.00% Reduced -1.5k -1,476
92 SOA Wealth Advisors, LLC. 0.02% of their portfolio NEW YORK, NY 2,6402.6k $123.2k $123.2k 0.02% Unchanged
93 Ashton Thomas Private Wealth, LLC 0.00% of their portfolio SCOTTSDALE, AZ 2,5002.5k $116.7k $116.7k 0.00% Unchanged
94 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 2,1582.2k $100.7k $100.7k 0.00% Added +153 +153
95 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 1,9391.9k $91.0k $91.0k 0.00% Unchanged
96 Oakmont Advisory Group, LLC 0.07% of their portfolio ALBUQUERQUE, NM 1,8821.9k $87.8k $87.8k 0.07% New
97 MTM Investment Management, LLC 0.02% of their portfolio SPARTANBURG, SC 1,7051.7k $79.6k $79.6k 0.02% Reduced -415 -415
98 DHJJ Financial Advisors, Ltd. 0.02% of their portfolio NAPERVILLE, IL 1,3601.4k $63.5k $63.5k 0.02% Reduced -250 -250
99 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 1,2631.3k $59.0k $59.0k 0.00% Unchanged
100 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 1,2421.2k $58.0k $58.0k 0.00% New