Vault-13

FIRST TR EXCHNG TRADED FD VI DJUL

FT VEST US EQT · ETP · CUSIP 33740F698

85 institutional holders -15 vs Q4 2023
4,922,2114.9m shares reported held*
$189.9mreported value*
7 new 13 added 40 reduced 24 sold out net sold ≈ $111.6m (-2.9m 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 ≈ $38.58.

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 42Q4 22: 50Q1 23: 54Q2 23: 50Q3 23: 82Q4 23: 100Q1 24: 8585Q3 22Q1 23Q3 23Q1 24
Numbers
QuarterHolders
Q3 202242
Q4 202250
Q1 202354
Q2 202350
Q3 202382
Q4 2023100
Q1 202485

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 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 23Q3 23: 63 bought or addedQ3 23: 13 cut or sold outQ3 23Q4 23: 59 bought or addedQ4 23: 27 cut or sold outQ4 23Q1 24: 20 bought or addedQ1 24: 64 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q4 20222214
Q1 20231819
Q2 2023729
Q3 20236313
Q4 20235927
Q1 20242064

Biggest buyers

JANE STREET GROUP, LLC Added +77,330+77.3k
Cetera Investment Advisers Added +70,705+70.7k
Ameritas Advisory Services, LLC Added +32,774+32.8k
HRT FINANCIAL LP Added +24,216+24.2k
CITADEL ADVISORS LLC New +15,246+15.2k
TWO SIGMA SECURITIES, LLC New +11,257+11.3k
First Heartland Consultants, Inc. Added +9,176+9.2k
Signal Advisors Wealth, LLC New +6,829+6.8k
United Advisor Group, LLC New +6,508+6.5k
LPL Financial LLC Added +4,105+4.1k

Biggest sellers

Lifestyle Asset Management, Inc. Reduced -823,263-823.3k
OSAIC HOLDINGS, INC. Reduced -582,201-582.2k
Smart Money Group LLC Reduced -348,452-348.5k
Raymond James Financial Services Advisors, Inc. Reduced -158,362-158.4k
OGOREK ANTHONY JOSEPH /NY/ /ADV Reduced -147,396-147.4k
Scissortail Wealth Management, LLC Sold out -116,339-116.3k
Comprehensive Financial Consultants Institutional, Inc. Sold out -95,518-95.5k
Donald L. Hagan, LLC Sold out -78,782-78.8k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -71,249-71.2k
RFG Advisory, LLC Sold out -67,791-67.8k

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, Q1 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OGOREK ANTHONY JOSEPH /NY/ /ADV 17.52% of their portfolio WILLIAMSVILLE, NY 1,303,8891.3m $50.4m $50.4m 17.52% Reduced -147.4k -147,396
2 Bouchey Financial Group, Ltd. 1.67% of their portfolio TROY, NY 438,336438.3k $17.0m $17.0m 1.67% Added +1.1k +1,137
3 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 360,711360.7k $14.0m $14.0m 0.03% Reduced -582.2k -582,201
4 Ignite Planners, LLC 3.07% of their portfolio SAN CLEMENTE, CA 283,909283.9k $11.0m $11.0m 3.07% Reduced -4.2k -4,172
5 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 196,090196.1k $7.6m $7.6m 0.01% Reduced -71.2k -71,249
6 Smart Money Group LLC 2.88% of their portfolio EASTLAND, TX 193,764193.8k $7.4m $7.4m 2.88% Reduced -348.5k -348,452
7 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 178,977179.0k $6.9m $6.9m 0.00% Reduced -2.6k -2,629
8 First Heartland Consultants, Inc. 0.70% of their portfolio LAKE ST. LOUIS, MO 173,774173.8k $6.7m $6.7m 0.70% Added +9.2k +9,176
9 AE Wealth Management LLC 0.07% of their portfolio TOPEKA, KS 168,073168.1k $6.5m $6.5m 0.07% Reduced -38.0k -37,963
10 Commonwealth Financial Services, LLC 1.14% of their portfolio VIENNA, WV 133,083133.1k $4.9m $4.9m 1.14% Unchanged
11 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 120,389120.4k $4.7m $4.7m 0.01% Reduced -158.4k -158,362
12 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 111,761111.8k $4.3m $4.3m 0.02% Reduced -31.9k -31,923
13 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 106,594106.6k $4.1m $4.1m 0.01% Added +77.3k +77,330
14 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 80,18880.2k $3.1m $3.1m 0.01% Added +70.7k +70,705
15 REAP Financial Group, LLC 0.77% of their portfolio AUSTIN, TX 72,25272.3k $2.8m $2.8m 0.77% Reduced -5.8k -5,805
16 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 61,30761.3k $2.4m $2.4m 0.02% Reduced -10.7k -10,684
17 Ameritas Advisory Services, LLC 0.09% of their portfolio Lincoln, NE 54,03054.0k $2.1m $2.1m 0.09% Added +32.8k +32,774
18 Spire Wealth Management 0.04% of their portfolio MCLEAN, VA 50,51250.5k $2.0m $2.0m 0.04% Reduced -5.6k -5,558
19 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 45,34845.3k $1.8m $1.8m 0.00% Reduced -909 -909
20 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 43,19943.2k $1.7m $1.7m 0.00% Reduced -11.0k -10,966
21 CWM, LLC 0.01% of their portfolio OMAHA, NE 40,27440.3k $1.6m $1.6m 0.01% Reduced -6.8k -6,818
22 Pinnacle Wealth Planning Services, Inc. 0.21% of their portfolio MANSFIELD, OH 37,89737.9k $1.5m $1.5m 0.21% Added +3.0k +3,000
23 Sunbelt Securities, Inc. 0.16% of their portfolio HOUSTON, TX 36,97437.0k $1.4m $1.4m 0.16% Reduced -761 -761
24 HRT FINANCIAL LP 0.01% of their portfolio NEW YORK, NY 35,31235.3k $1.4m $1.4m 0.01% Added +24.2k +24,216
25 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 33,45033.5k $1.3m $1.3m 0.01% Reduced -11.5k -11,527
26 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 31,99732.0k $1.2m $1.2m 0.00% Added +4.1k +4,105
27 HARBOUR INVESTMENTS, INC. 0.04% of their portfolio MADISON, WI 30,86330.9k $1.2m $1.2m 0.04% Reduced -596 -596
28 Claro Advisors Inc. 0.18% of their portfolio BOSTON, MA 26,38726.4k $1.0m $1.0m 0.18% Reduced -1.6k -1,594
29 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 24,19224.2k $936.0k $936.0k 0.00% Reduced -7.0k -7,022
30 EPG Wealth Management LLC 0.23% of their portfolio ATLANTA, GA 24,00024.0k $928.3k $928.3k 0.23% Unchanged
31 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 23,58423.6k $914.0k $914.0k 0.00% Reduced -2.4k -2,368
32 IFP Advisors, Inc 0.04% of their portfolio TAMPA, FL 22,32722.3k $863.6k $863.6k 0.04% Reduced -427 -427
33 Clear Creek Financial Management, LLC 0.11% of their portfolio SILVERDALE, WA 22,08422.1k $854.2k $854.2k 0.11% Reduced -2.5k -2,504
34 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 17,70917.7k $685.0k $685.0k 0.01% Added +1.1k +1,079
35 Tanglewood Legacy Advisors, LLC 0.30% of their portfolio HOUSTON, TX 15,54415.5k $601.2k $601.2k 0.30% Unchanged
36 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 15,24615.2k $589.7k $589.7k 0.00% New
37 Cypress Wealth Services, LLC 0.14% of their portfolio PALM DESERT, CA 15,16315.2k $586.5k $586.5k 0.14% Unchanged
38 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 14,88014.9k $575.6k $575.6k 0.01% Added +3.6k +3,602
39 Prosperity Consulting Group, LLC 0.07% of their portfolio OWINGS MILLS, MD 14,66314.7k $567.2k $567.2k 0.07% Reduced -106 -106
40 HBW ADVISORY SERVICES LLC 0.09% of their portfolio SIMI VALLEY, CA 13,84413.8k $505.0k $505.0k 0.09% Unchanged
41 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 11,81411.8k $457.0k $457.0k 0.01% Unchanged
42 Mariner, LLC 0.00% of their portfolio Overland Park, KS 11,63011.6k $449.8k $449.8k 0.00% Reduced -17.1k -17,080
43 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 11,45011.4k $442.9k $442.9k 0.00% Unchanged
44 TWO SIGMA SECURITIES, LLC 0.02% of their portfolio NEW YORK, NY 11,25711.3k $435.4k $435.4k 0.02% New
45 Cambridge Advisors Inc. 0.10% of their portfolio OMAHA, NE 10,89810.9k $421.5k $421.5k 0.10% Added +1.4k +1,398
46 Strategic Blueprint, LLC 0.03% of their portfolio ATLANTA, GA 10,75610.8k $416.0k $416.0k 0.03% Reduced -15.6k -15,552
47 StoneX Group Inc. 0.03% of their portfolio NEW YORK, NY 9,7729.8k $378.0k $378.0k 0.03% Unchanged
48 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 9,2359.2k $357.2k $357.2k 0.00% Reduced -2.0k -2,041
49 Orion Portfolio Solutions, LLC 0.00% of their portfolio Omaha, NE 9,2359.2k $357.2k $357.2k 0.00% Reduced -2.0k -2,041
50 Keystone Wealth Services, LLC 0.11% of their portfolio PALM DESERT, CA 9,0399.0k $349.6k $349.6k 0.11% Added +219 +219
51 STEPHENS INC /AR/ 0.01% of their portfolio LITTLE ROCK, AR 8,5858.6k $332.1k $332.1k 0.01% Unchanged
52 Integrity Financial Corp /WA 0.23% of their portfolio JACKSON, WY 8,5658.6k $331.3k $331.3k 0.23% Reduced -1.1k -1,141
53 LVZ, Inc. 0.04% of their portfolio Holland, MI 8,4888.5k $328.3k $328.3k 0.04% Unchanged
54 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.03% of their portfolio CEDAR RAPIDS, IA 8,0628.1k $311.8k $311.8k 0.03% Reduced -64.0k -64,019
55 CENTAURUS FINANCIAL, INC. 0.02% of their portfolio ANAHEIM, CA 7,8427.8k $303.0k $303.0k 0.02% Reduced -26 -26
56 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 7,5227.5k $291.0k $291.0k 0.00% Reduced -7.6k -7,608
57 Sequent Planning LLC 0.10% of their portfolio OMAHA, NE 7,1907.2k $278.1k $278.1k 0.10% First filing
58 Signal Advisors Wealth, LLC 0.07% of their portfolio DETROIT, MI 6,8296.8k $264.1k $264.1k 0.07% New
59 BRASS TAX WEALTH MANAGEMENT, INC 0.14% of their portfolio CINCINNATI, OH 6,7496.7k $261.1k $261.1k 0.14% First filing
60 Essex Financial Services, Inc. 0.02% of their portfolio ESSEX, CT 6,6906.7k $258.8k $258.8k 0.02% Reduced -750 -750
61 United Advisor Group, LLC 0.09% of their portfolio CINCINNATI, OH 6,5086.5k $251.7k $251.7k 0.09% New
62 ARBOR CAPITAL MANAGEMENT INC /ADV 0.24% of their portfolio ANCHORAGE, AK 6,4486.4k $250.5k $250.5k 0.24% Reduced -2 -2
63 FinTrust Capital Advisors, LLC 0.05% of their portfolio Greenville, SC 6,4006.4k $247.6k $247.6k 0.05% Unchanged
64 Lifestyle Asset Management, Inc. 0.15% of their portfolio FRIENDSWOOD, TX 6,3556.4k $245.8k $245.8k 0.15% Reduced -823.3k -823,263
65 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.02% of their portfolio BIRMINGHAM, AL 6,2756.3k $242.7k $242.7k 0.02% Unchanged
66 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 6,1036.1k $207.3k $207.3k 0.01% Reduced -145 -145
67 SMART Wealth LLC 0.10% of their portfolio Omaha, NE 5,9706.0k $230.9k $230.9k 0.10% Reduced -9 -9
68 Eudaimonia Partners, LLC 0.05% of their portfolio Winchester, TN 5,9015.9k $228.3k $228.3k 0.05% Unchanged
69 Inspire Advisors, LLC 0.03% of their portfolio Meridian, ID 5,7005.7k $220.5k $220.5k 0.03% Unchanged
70 UBS Group AG 0.00% of their portfolio ZURICH, V8 3,0413.0k $117.6k $117.6k 0.00% Added +1.9k +1,873
71 BENJAMIN F. EDWARDS & COMPANY, INC. 0.00% of their portfolio ST. LOUIS, MO 1,2801.3k $50.0k $50.0k 0.00% Unchanged
72 MTM Investment Management, LLC 0.02% of their portfolio SPARTANBURG, SC 1,0001.0k $38.7k $38.7k 0.02% Unchanged
73 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 945945 $36.6k $36.6k 0.00% New
74 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 892892 $34.0k $34.0k 0.00% Reduced -1.5k -1,524
75 DHJJ Financial Advisors, Ltd. 0.02% of their portfolio NAPERVILLE, IL 877877 $33.9k $33.9k 0.02% Reduced -653 -653
76 AlphaMark Advisors, LLC 0.01% of their portfolio FT. WRIGHT, KY 750750 $29.0k $29.0k 0.01% Unchanged
77 Glen Eagle Advisors, LLC 0.01% of their portfolio KINGSTON, NJ 700700 $27.1k $27.1k 0.01% Unchanged
78 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 681681 $26.3k $26.3k 0.00% Unchanged
79 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 598598 $23.1k $23.1k 0.00% Unchanged
80 WETZEL INVESTMENT ADVISORS, INC. 0.01% of their portfolio INDIANAPOLIS, IN 512512 $19.4k $19.4k 0.01% Unchanged
81 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 356356 $13.8k $13.8k 0.00% Unchanged
82 SOA Wealth Advisors, LLC. 0.00% of their portfolio NEW YORK, NY 315315 $12.2k $12.2k 0.00% Unchanged
83 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 220220 $8.5k $8.5k 0.00% Reduced -450 -450
84 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 100100 $4 $4 0.00% New
85 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 100100 $3.9k $3.9k 0.00% New