Vault-13

FIRST TR EXCHNG TRADED FD VI DJUL

FT VEST US EQT · ETP · CUSIP 33740F698

50 institutional holders -4 vs Q1 2023
957,550957.5k shares reported held*
$33.1mreported value*
3 new 4 added 22 reduced 7 sold out net sold ≈ $38.0m (-1.1m 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 ≈ $34.59.

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 42Q4 22: 50Q1 23: 54Q2 23: 5050Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 202242
Q4 202250
Q1 202354
Q2 202350

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q4 22: 22 bought or addedQ4 22: 14 cut or sold outQ4 22Q1 23: 18 bought or addedQ1 23: 19 cut or sold outQ1 23Q2 23: 7 bought or addedQ2 23: 29 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 20222214
Q1 20231819
Q2 2023729

Biggest buyers

IFP Advisors, Inc Added +17,596+17.6k
LPL Financial LLC New +15,812+15.8k
Eudaimonia Partners, LLC New +5,901+5.9k
Clear Creek Financial Management, LLC Added +3,051+3.1k
ENVESTNET ASSET MANAGEMENT INC Added +1,334+1.3k
FARMERS & MERCHANTS INVESTMENTS INC New +298+298
Stratos Wealth Partners, LTD. Added +138+138

Biggest sellers

AE Wealth Management LLC Reduced -616,547-616.5k
HighTower Advisors, LLC Reduced -237,289-237.3k
Cetera Investment Advisers Reduced -45,854-45.9k
SMART Wealth LLC Reduced -37,999-38.0k
TOWNSQUARE CAPITAL LLC Reduced -35,375-35.4k
Outlook Wealth Advisors, LLC Sold out -33,860-33.9k
CITADEL ADVISORS LLC Sold out -21,315-21.3k
Steward Partners Investment Advisory, LLC Reduced -16,307-16.3k
Brookstone Capital Management Reduced -12,559-12.6k
Kovack Advisors, Inc. Sold out -12,000-12.0k

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 -2.7 pts · filed 2026-10-22 36.6% -2.7 pts 3.5m≈ $174.1m 2026-10-22

Holders, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Brookstone Capital Management 0.09% of their portfolio WHEATON, IL 130,886130.9k $4.5m $4.5m 0.09% Reduced -12.6k -12,559
2 AE Wealth Management LLC 0.02% of their portfolio TOPEKA, KS 96,14396.1k $3.3m $3.3m 0.02% Reduced -616.5k -616,547
3 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 95,33795.3k $3.3m $3.3m 0.01% Reduced -5.9k -5,939
4 SMART Wealth LLC 1.68% of their portfolio Omaha, NE 64,09064.1k $2.2m $2.2m 1.68% Reduced -38.0k -37,999
5 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 62,71662.7k $2.2m $2.2m 0.00% Reduced -2.3k -2,273
6 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 56,49256.5k $2.0m $2.0m 0.00% Reduced -237.3k -237,289
7 Ignite Planners, LLC 0.48% of their portfolio SAN CLEMENTE, CA 36,26136.3k $1.3m $1.3m 0.48% Unchanged
8 IFP Advisors, Inc 0.03% of their portfolio TAMPA, FL 35,63235.6k $1.2m $1.2m 0.03% Added +17.6k +17,596
9 HARBOUR INVESTMENTS, INC. 0.05% of their portfolio MADISON, WI 29,23429.2k $1.0m $1.0m 0.05% Reduced -303 -303
10 Cetera Advisors LLC 0.01% of their portfolio DENVER, CO 27,25527.3k $945.7k $945.7k 0.01% Reduced -860 -860
11 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 25,23625.2k $876.0k $876.0k 0.00% Reduced -2.0k -2,033
12 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 23,01523.0k $798.6k $798.6k 0.00% Added +1.3k +1,334
13 Ameritas Advisory Services, LLC 0.10% of their portfolio Lincoln, NE 22,57622.6k $779.8k $779.8k 0.10% Reduced -4.3k -4,310
14 OLD MISSION CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 20,59220.6k $714.5k $714.5k 0.03% Reduced -11.6k -11,553
15 Clear Creek Financial Management, LLC 0.11% of their portfolio SILVERDALE, WA 18,99119.0k $659.0k $659.0k 0.11% Added +3.1k +3,051
16 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 15,81215.8k $548.7k $548.7k 0.00% New
17 Cypress Wealth Services, LLC 0.14% of their portfolio PALM DESERT, CA 15,16315.2k $530.5k $530.5k 0.14% Unchanged
18 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 13,10313.1k $454.7k $454.7k 0.00% Reduced -45.9k -45,854
19 SILVER OAK SECURITIES, INCORPORATED 0.06% of their portfolio JACKSON, TN 11,30011.3k $392.0k $392.0k 0.06% Unchanged
20 TOWNSQUARE CAPITAL LLC 0.01% of their portfolio Lehi, UT 10,20710.2k $354.2k $354.2k 0.01% Reduced -35.4k -35,375
21 Main Street Financial Solutions, LLC 0.05% of their portfolio NEWTOWN, PA 10,00010.0k $347.0k $347.0k 0.05% Unchanged
22 Strategic Blueprint, LLC 0.03% of their portfolio ATLANTA, GA 9,6769.7k $335.7k $335.7k 0.03% Reduced -4.3k -4,345
23 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 8,9929.0k $312.0k $312.0k 0.01% Added +138 +138
24 Meridian Wealth Management, LLC 0.03% of their portfolio LEXINGTON, KY 8,8508.8k $307.1k $307.1k 0.03% Reduced -1.2k -1,180
25 Claro Advisors Inc. 0.07% of their portfolio BOSTON, MA 8,6008.6k $298.4k $298.4k 0.07% Reduced -4.7k -4,740
26 Cetera Advisor Networks LLC 0.00% of their portfolio EL SEGUNDO, CA 8,5918.6k $298.1k $298.1k 0.00% Unchanged
27 1ST SOURCE BANK 0.02% of their portfolio SOUTH BEND, IN 8,2268.2k $285.4k $285.4k 0.02% Unchanged
28 Truadvice, LLC 0.10% of their portfolio SARASOTA, FL 7,8007.8k $271.5k $271.5k 0.10% Unchanged
29 EPG Wealth Management LLC 0.08% of their portfolio ATLANTA, GA 7,7007.7k $267.2k $267.2k 0.08% Unchanged
30 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 7,6807.7k $266.5k $266.5k 0.00% Reduced -95 -95
31 WMG Financial Advisors, LLC 0.19% of their portfolio Knoxville, TN 7,4747.5k $259.3k $259.3k 0.19% Unchanged
32 ARBOR CAPITAL MANAGEMENT INC /ADV 0.19% of their portfolio ANCHORAGE, AK 6,9186.9k $240.0k $240.0k 0.19% Reduced -201 -201
33 McKinley Carter Wealth Services, Inc. 0.02% of their portfolio WHEELING, WV 6,9186.9k $240.1k $240.1k 0.02% Unchanged
34 LVZ, Inc. 0.03% of their portfolio Holland, MI 6,3716.4k $221.1k $221.1k 0.03% Unchanged
35 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 6,3326.3k $219.7k $219.7k 0.00% Reduced -688 -688
36 Tanglewood Legacy Advisors, LLC 0.12% of their portfolio HOUSTON, TX 5,9445.9k $206.3k $206.3k 0.12% Unchanged
37 Eudaimonia Partners, LLC 0.05% of their portfolio Winchester, TN 5,9015.9k $204.8k $204.8k 0.05% New
38 UBS Group AG 0.00% of their portfolio ZURICH, V8 4,1394.1k $143.6k $143.6k 0.00% Reduced -2.7k -2,716
39 Sunbelt Securities, Inc. 0.02% of their portfolio HOUSTON, TX 3,8673.9k $134.2k $134.2k 0.02% Unchanged
40 Integrity Financial Corp /WA 0.08% of their portfolio JACKSON, WY 2,8982.9k $100.6k $100.6k 0.08% Reduced -678 -678
41 BENJAMIN F. EDWARDS & COMPANY, INC. 0.00% of their portfolio ST. LOUIS, MO 855855 $30.0k $30.0k 0.00% Unchanged
42 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 722722 $25.1k $25.1k 0.00% Reduced -16.3k -16,307
43 Glen Eagle Advisors, LLC 0.01% of their portfolio KINGSTON, NJ 700700 $24.3k $24.3k 0.01% Unchanged
44 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 681681 $23.6k $23.6k 0.00% Unchanged
45 HHM Wealth Advisors, LLC 0.00% of their portfolio CHATTANOOGA, TN 605605 $21.0k $21.0k 0.00% Unchanged
46 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 356356 $12.4k $12.4k 0.00% Unchanged
47 SOA Wealth Advisors, LLC. 0.00% of their portfolio NEW YORK, NY 315315 $10.9k $10.9k 0.00% Unchanged
48 FARMERS & MERCHANTS INVESTMENTS INC 0.00% of their portfolio LINCOLN, NE 298298 $10.3k $10.3k 0.00% New
49 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.00% of their portfolio RICHMOND, VA 100100 $3.5k $3.5k 0.00% Unchanged
50 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged