Vault-13

FIRST TR EXCHNG TRADED FD VI DSEP

FT VEST US EQT · ETP · CUSIP 33740F680

90 institutional holders -8 vs Q1 2025
3,015,5483.0m shares reported held*
$127.8mreported value*
3 new 16 added 42 reduced 10 sold out net sold ≈ $10.8m (-255.9k 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. Holder counts are more reliable. Implied quarter-end price ≈ $42.37.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 55Q4 22: 67Q1 23: 59Q2 23: 61Q3 23: 57Q4 23: 66Q1 24: 69Q2 24: 66Q3 24: 77Q4 24: 98Q1 25: 98Q2 25: 9090Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202255
Q4 202267
Q1 202359
Q2 202361
Q3 202357
Q4 202366
Q1 202469
Q2 202466
Q3 202477
Q4 202498
Q1 202598
Q2 202590

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 23: 20 bought or addedQ3 23: 39 cut or sold outQ4 23: 32 bought or addedQ4 23: 25 cut or sold outQ4 23Q1 24: 16 bought or addedQ1 24: 38 cut or sold outQ2 24: 8 bought or addedQ2 24: 42 cut or sold outQ2 24Q3 24: 45 bought or addedQ3 24: 20 cut or sold outQ4 24: 43 bought or addedQ4 24: 27 cut or sold outQ4 24Q1 25: 23 bought or addedQ1 25: 50 cut or sold outQ2 25: 19 bought or addedQ2 25: 52 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20232039
Q4 20233225
Q1 20241638
Q2 2024842
Q3 20244520
Q4 20244327
Q1 20252350
Q2 20251952

Biggest buyers

Rockefeller Capital Management L.P. Added +25,675+25.7k
LifeWealth Investments, LLC Added +22,029+22.0k
COMMONWEALTH EQUITY SERVICES, LLC Added +20,804+20.8k
Kestra Advisory Services, LLC Added +12,361+12.4k
RFG Advisory, LLC New +11,749+11.7k
Wood Tarver Financial Group, LLC Added +8,727+8.7k
Buck Wealth Strategies, LLC New +5,786+5.8k
LPL Financial LLC Added +4,639+4.6k
Wealth Group Ltd Added +3,250+3.2k
FOUNDERS FINANCIAL SECURITIES LLC Added +3,028+3.0k

Biggest sellers

REAP Financial Group, LLC Reduced -83,790-83.8k
Bison Wealth, LLC Reduced -66,439-66.4k
Foguth Wealth Management, LLC. Reduced -37,633-37.6k
Signal Advisors Wealth, LLC Reduced -34,321-34.3k
OSAIC HOLDINGS, INC. Reduced -26,522-26.5k
TOWNSQUARE CAPITAL LLC Sold out -24,484-24.5k
AE Wealth Management LLC Reduced -15,747-15.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -10,887-10.9k
JANE STREET GROUP, LLC Sold out -10,859-10.9k
MML INVESTORS SERVICES, LLC Reduced -8,454-8.5k

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 +2.8 pts · filed 2026-07-22 45.9% +2.8 pts 3.4m≈ $159.5m 2026-07-22

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 REAP Financial Group, LLC 2.70% of their portfolio AUSTIN, TX 270,719270.7k $11.5m $11.5m 2.70% Reduced -83.8k -83,790
2 Bison Wealth, LLC 0.86% of their portfolio ATLANTA, GA 256,370256.4k $10.9m $10.9m 0.86% Reduced -66.4k -66,439
3 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 176,707176.7k $7.5m $7.5m 0.00% Added +875 +875
4 Spectrum Asset Management, Inc. (NB/CA) 3.12% of their portfolio NEWPORT BEACH, CA 169,238169.2k $7.2m $7.2m 3.12% Reduced -167 -167
5 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 155,028155.0k $6.6m $6.6m 0.03% Added +12.4k +12,361
6 LifeWealth Investments, LLC 0.96% of their portfolio WINTER GARDEN, FL 132,039132.0k $5.6m $5.6m 0.96% Added +22.0k +22,029
7 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 121,425121.4k $5.1m $5.1m 0.00% Reduced -710 -710
8 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 104,396104.4k $4.4m $4.4m 0.01% Added +20.8k +20,804
9 Advyzon Investment Management, LLC 0.88% of their portfolio LISLE, IL 93,24493.2k $4.0m $4.0m 0.88% Reduced -863 -863
10 CWM, LLC 0.01% of their portfolio OMAHA, NE 91,09491.1k $3.9m $3.9m 0.01% Reduced -197 -197
11 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 90,91590.9k $3.9m $3.9m 0.01% Reduced -26.5k -26,522
12 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 90,56790.6k $3.8m $3.8m 0.01% Reduced -3.5k -3,540
13 OGOREK ANTHONY JOSEPH /NY/ /ADV 0.93% of their portfolio WILLIAMSVILLE, NY 70,98171.0k $3.0m $3.0m 0.93% Unchanged
14 Comprehensive Financial Consultants Institutional, Inc. 0.85% of their portfolio Bloomington, IN 61,36261.4k $2.6m $2.6m 0.85% Reduced -63 -63
15 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 60,80460.8k $2.6m $2.6m 0.00% Added +25.7k +25,675
16 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 60,10160.1k $2.5m $2.5m 0.00% Reduced -543 -543
17 Wood Tarver Financial Group, LLC 0.76% of their portfolio BOISE, ID 59,59659.6k $2.5m $2.5m 0.76% Added +8.7k +8,727
18 Jaffetilchin Investment Partners, LLC 0.15% of their portfolio TAMPA, FL 53,77053.8k $2.3m $2.3m 0.15% Unchanged
19 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 50,01050.0k $2.1m $2.1m 0.00% Added +4.6k +4,639
20 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 39,43439.4k $1.7m $1.7m 0.01% Reduced -4.3k -4,296
21 FOUNDERS FINANCIAL SECURITIES LLC 0.13% of their portfolio TOWSON, MD 39,07939.1k $1.7m $1.7m 0.13% Added +3.0k +3,028
22 Signal Advisors Wealth, LLC 0.13% of their portfolio DETROIT, MI 38,79538.8k $1.6m $1.6m 0.13% Reduced -34.3k -34,321
23 TOUNJIAN ADVISORY PARTNERS, LLC 0.30% of their portfolio FORT MYERS, FL 38,66938.7k $1.5m $1.5m 0.30% Reduced -2.8k -2,750
24 HARBOUR INVESTMENTS, INC. 0.04% of their portfolio MADISON, WI 36,66536.7k $1.6m $1.6m 0.04% Reduced -772 -772
25 Ignite Planners, LLC 0.23% of their portfolio SAN CLEMENTE, CA 31,11931.1k $1.3m $1.3m 0.23% Unchanged
26 CARY STREET PARTNERS FINANCIAL LLC 0.03% of their portfolio RICHMOND, VA 27,75027.8k $1.2m $1.2m 0.03% Reduced -84 -84
27 Prospera Financial Services Inc 0.02% of their portfolio Dallas, TX 26,63826.6k $1.1m $1.1m 0.02% Unchanged
28 Prosperity Consulting Group, LLC 0.08% of their portfolio OWINGS MILLS, MD 25,27125.3k $1.1m $1.1m 0.08% Reduced -1.6k -1,568
29 OLD MISSION CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 25,25825.3k $1.1m $1.1m 0.03% Reduced -1.8k -1,844
30 Mutual Advisors, LLC 0.03% of their portfolio OMAHA, NE 24,87024.9k $1.1m $1.1m 0.03% Reduced -200 -200
31 J.W. COLE ADVISORS, INC. 0.02% of their portfolio TAMPA, FL 23,06023.1k $977.7k $977.7k 0.02% Reduced -236 -236
32 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 21,23821.2k $900.5k $900.5k 0.01% Reduced -3.8k -3,750
33 Integrity Financial Corp /WA 0.42% of their portfolio JACKSON, WY 19,23619.2k $815.6k $815.6k 0.42% Reduced -24 -24
34 McKinley Carter Wealth Services, Inc. 0.04% of their portfolio WHEELING, WV 16,93416.9k $718.0k $718.0k 0.04% Unchanged
35 Apollon Wealth Management, LLC 0.01% of their portfolio MOUNT PLEASANT, SC 16,50016.5k $699.6k $699.6k 0.01% Unchanged
36 Onyx Bridge Wealth Group LLC 0.09% of their portfolio TARRYTOWN, NY 16,32416.3k $692.1k $692.1k 0.09% Reduced -479 -479
37 Spire Wealth Management 0.02% of their portfolio MCLEAN, VA 16,13616.1k $684.2k $684.2k 0.02% Reduced -134 -134
38 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.04% of their portfolio Westlake, OH 15,21715.2k $645.2k $645.2k 0.04% Unchanged
39 SILVER OAK SECURITIES, INCORPORATED 0.05% of their portfolio JACKSON, TN 15,04615.0k $637.9k $637.9k 0.05% Unchanged
40 Lunt Capital Management, Inc. 0.24% of their portfolio HOLLADAY, UT 15,04615.0k $637.9k $637.9k 0.24% Unchanged
41 Clear Creek Financial Management, LLC 0.06% of their portfolio SILVERDALE, WA 14,83614.8k $629.0k $629.0k 0.06% Reduced -4.7k -4,690
42 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 13,37813.4k $567.2k $567.2k 0.00% Added +1.9k +1,937
43 Strategic Blueprint, LLC 0.03% of their portfolio ATLANTA, GA 13,09813.1k $555.4k $555.4k 0.03% Unchanged
44 StoneX Group Inc. 0.03% of their portfolio NEW YORK, NY 12,90812.9k $547.3k $547.3k 0.03% Added +838 +838
45 Wealth Group Ltd 0.13% of their portfolio EDEN PRAIRIE, MN 12,49012.5k $529.6k $529.6k 0.13% Added +3.2k +3,250
46 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 11,74911.7k $498.2k $498.2k 0.01% New
47 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 11,73911.7k $500.2k $500.2k 0.00% Reduced -875 -875
48 Sloy Dahl & Holst, LLC 0.07% of their portfolio Vancouver, WA 11,14011.1k $472.3k $472.3k 0.07% Unchanged
49 LEGACY SOLUTIONS, LLC 0.45% of their portfolio KENNETT SQUARE, PA 11,08911.1k $470.2k $470.2k 0.45% Unchanged
50 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 10,65810.7k $451.9k $451.9k 0.01% Reduced -2.4k -2,381
51 ARBOR CAPITAL MANAGEMENT INC /ADV 0.37% of their portfolio ANCHORAGE, AK 10,02910.0k $429.1k $429.1k 0.37% Reduced -838 -838
52 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 10,02810.0k $425.2k $425.2k 0.01% Reduced -132 -132
53 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 9,9009.9k $419.8k $419.8k 0.00% Unchanged
54 Financial Guidance Group, Inc. 0.20% of their portfolio Palm Harbor, FL 9,9009.9k $419.8k $419.8k 0.20% Unchanged
55 EVOLUTION WEALTH MANAGEMENT INC. 0.50% of their portfolio FORT MYERS, FL 9,5009.5k $402.8k $402.8k 0.50% First filing
56 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 9,3779.4k $397.6k $397.6k 0.00% Unchanged
57 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 9,1539.2k $388.1k $388.1k 0.00% Reduced -10.9k -10,887
58 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.01% of their portfolio LOS ANGELES, CA 8,9719.0k $380.4k $380.4k 0.01% Unchanged
59 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 8,3898.4k $356.0k $356.0k 0.00% Reduced -8.5k -8,454
60 BEACON FINANCIAL GROUP 0.04% of their portfolio DALLAS, TX 8,3828.4k $355.4k $355.4k 0.04% Reduced -3.3k -3,307
61 TCFG WEALTH MANAGEMENT, LLC 0.14% of their portfolio LAGUNA NIGUEL, CA 7,3777.4k $312.8k $312.8k 0.14% Reduced -250 -250
62 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 7,1657.2k $303.8k $303.8k 0.02% Reduced -8.3k -8,262
63 Foguth Wealth Management, LLC. 0.06% of their portfolio BRIGHTON, MI 7,0107.0k $297.2k $297.2k 0.06% Reduced -37.6k -37,633
64 BRASS TAX WEALTH MANAGEMENT, INC 0.06% of their portfolio CINCINNATI, OH 6,8926.9k $292.2k $292.2k 0.06% Unchanged
65 Meridian Wealth Management, LLC 0.01% of their portfolio LEXINGTON, KY 6,1906.2k $262.5k $262.5k 0.01% Unchanged
66 Sunbelt Securities, Inc. 0.02% of their portfolio HOUSTON, TX 6,0436.0k $245.0k $245.0k 0.02% Added +466 +466
67 Buck Wealth Strategies, LLC 0.04% of their portfolio DENVER, CO 5,7865.8k $245.3k $245.3k 0.04% New
68 HERITAGE OAK WEALTH ADVISORS LLC 0.09% of their portfolio SANTA ROSA BEACH, FL 5,6665.7k $240.2k $240.2k 0.09% Unchanged
69 First Heartland Consultants, Inc. 0.02% of their portfolio LAKE ST. LOUIS, MO 5,1595.2k $218.7k $218.7k 0.02% Unchanged
70 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 5,1495.1k $218.3k $218.3k 0.00% Reduced -15.7k -15,747
71 Per Stirling Capital Management, LLC. 0.03% of their portfolio AUSTIN, TX 5,1055.1k $216.5k $216.5k 0.03% Reduced -2 -2
72 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 4,8324.8k $204.9k $204.9k 0.00% Reduced -209 -209
73 Tanglewood Legacy Advisors, LLC 0.08% of their portfolio HOUSTON, TX 4,4884.5k $190.3k $190.3k 0.08% Added +185 +185
74 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 4,4414.4k $188.0k $188.0k 0.01% Unchanged
75 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 2,9983.0k $128.0k $128.0k 0.00% Added +1.5k +1,499
76 UBS Group AG 0.00% of their portfolio ZURICH, V8 2,9282.9k $124.1k $124.1k 0.00% Added +310 +310
77 LANARK FINANCIAL, INC. 0.01% of their portfolio BIRMINGHAM, AL 2,7432.7k $116.0k $116.0k 0.01% Reduced -511 -511
78 SOA Wealth Advisors, LLC. 0.02% of their portfolio NEW YORK, NY 2,5102.5k $106.4k $106.4k 0.02% Unchanged
79 DHJJ Financial Advisors, Ltd. 0.03% of their portfolio NAPERVILLE, IL 1,9501.9k $82.7k $82.7k 0.03% Unchanged
80 Topsail Wealth Management, LLC 0.01% of their portfolio CHARLOTTE, NC 1,6501.6k $70.0k $70.0k 0.01% Reduced -1 -1
81 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 1,2431.2k $52.7k $52.7k 0.00% Added +128 +128
82 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,1611.2k $49.2k $49.2k 0.00% Unchanged
83 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 941941 $39.9k $39.9k 0.00% Reduced -1.5k -1,540
84 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 894894 $37.9k $37.9k 0.00% Unchanged
85 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 600600 $25.4k $25.4k 0.00% Reduced -700 -700
86 CoreFirst Bank & Trust 0.01% of their portfolio TOPEKA, KS 482482 $20.4k $20.4k 0.01% New
87 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 400400 $17.0k $17.0k 0.00% Unchanged
88 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 325325 $13.8k $13.8k 0.00% Reduced -150 -150
89 Hartford Financial Management Inc. 0.00% of their portfolio WEST HARTFORD, CT 5555 $2.3k $2.3k 0.00% Unchanged
90 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged