Vault-13

FIRST TR EXCHNG TRADED FD VI DJUL

FT VEST US EQT · ETP · CUSIP 33740F698

80 institutional holders -5 vs Q1 2024
3,206,5553.2m shares reported held*
$128.2mreported value*
5 new 11 added 42 reduced 9 sold out net sold ≈ $68.0m (-1.7m 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 ≈ $39.99.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 42Q4 22: 50Q1 23: 54Q2 23: 50Q3 23: 82Q4 23: 100Q1 24: 85Q2 24: 8080Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 202242
Q4 202250
Q1 202354
Q2 202350
Q3 202382
Q4 2023100
Q1 202485
Q2 202480

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 outQ2 23: 7 bought or addedQ2 23: 29 cut or sold outQ2 23Q3 23: 63 bought or addedQ3 23: 13 cut or sold outQ4 23: 59 bought or addedQ4 23: 27 cut or sold outQ4 23Q1 24: 20 bought or addedQ1 24: 64 cut or sold outQ2 24: 16 bought or addedQ2 24: 51 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 20222214
Q1 20231819
Q2 2023729
Q3 20236313
Q4 20235927
Q1 20242064
Q2 20241651

Biggest buyers

Commonwealth Financial Services, LLC Added +24,931+24.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +9,078+9.1k
Advisory Services Network, LLC New +7,405+7.4k
Meridian Wealth Management, LLC New +6,870+6.9k
SMART Wealth LLC Added +6,743+6.7k
ROYAL BANK OF CANADA Added +3,922+3.9k
Triad Wealth Partners, LLC New +2,417+2.4k
Sunbelt Securities, Inc. Added +1,496+1.5k
Ameritas Advisory Services, LLC Added +878+878
LPL Financial LLC Added +779+779

Biggest sellers

OGOREK ANTHONY JOSEPH /NY/ /ADV Reduced -574,186-574.2k
Bouchey Financial Group, Ltd. Reduced -429,428-429.4k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -152,681-152.7k
Ignite Planners, LLC Reduced -84,576-84.6k
OSAIC HOLDINGS, INC. Reduced -83,934-83.9k
RAYMOND JAMES & ASSOCIATES Reduced -72,057-72.1k
JANE STREET GROUP, LLC Reduced -67,396-67.4k
Cambridge Investment Research Advisors, Inc. Reduced -65,682-65.7k
AE Wealth Management LLC Reduced -48,575-48.6k
EPG Wealth Management LLC Reduced -24,000-24.0k

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 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OGOREK ANTHONY JOSEPH /NY/ /ADV 10.09% of their portfolio WILLIAMSVILLE, NY 729,703729.7k $29.0m $29.0m 10.09% Reduced -574.2k -574,186
2 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 276,777276.8k $11.0m $11.0m 0.03% Reduced -83.9k -83,934
3 Ignite Planners, LLC 1.94% of their portfolio SAN CLEMENTE, CA 199,333199.3k $7.9m $7.9m 1.94% Reduced -84.6k -84,576
4 Smart Money Group LLC 2.66% of their portfolio EASTLAND, TX 186,017186.0k $7.5m $7.5m 2.66% Reduced -7.7k -7,747
5 First Heartland Consultants, Inc. 0.68% of their portfolio LAKE ST. LOUIS, MO 172,886172.9k $6.9m $6.9m 0.68% Reduced -888 -888
6 Commonwealth Financial Services, LLC 1.29% of their portfolio VIENNA, WV 158,014158.0k $6.3m $6.3m 1.29% Added +24.9k +24,931
7 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 120,411120.4k $4.8m $4.8m 0.01% Added +22 +22
8 AE Wealth Management LLC 0.05% of their portfolio TOPEKA, KS 119,498119.5k $4.8m $4.8m 0.05% Reduced -48.6k -48,575
9 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 106,920106.9k $4.3m $4.3m 0.00% Reduced -72.1k -72,057
10 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 71,60971.6k $2.8m $2.8m 0.01% Reduced -8.6k -8,579
11 REAP Financial Group, LLC 0.74% of their portfolio AUSTIN, TX 69,16869.2k $2.8m $2.8m 0.74% Reduced -3.1k -3,084
12 Ameritas Advisory Services, LLC 0.08% of their portfolio Lincoln, NE 54,90854.9k $2.2m $2.2m 0.08% Added +878 +878
13 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 50,72450.7k $2.0m $2.0m 0.01% Reduced -10.6k -10,583
14 Spire Wealth Management 0.07% of their portfolio MCLEAN, VA 49,33349.3k $2.0m $2.0m 0.07% Reduced -1.2k -1,179
15 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 46,07946.1k $1.8m $1.8m 0.01% Reduced -65.7k -65,682
16 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 43,40943.4k $1.7m $1.7m 0.00% Reduced -152.7k -152,681
17 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 41,74641.7k $1.7m $1.7m 0.00% Reduced -1.5k -1,453
18 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 40,67540.7k $1.6m $1.6m 0.00% Reduced -4.7k -4,673
19 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 39,19839.2k $1.6m $1.6m 0.00% Reduced -67.4k -67,396
20 CWM, LLC 0.01% of their portfolio OMAHA, NE 38,79538.8k $1.5m $1.5m 0.01% Reduced -1.5k -1,479
21 Sunbelt Securities, Inc. 0.16% of their portfolio HOUSTON, TX 38,47038.5k $1.5m $1.5m 0.16% Added +1.5k +1,496
22 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 32,77632.8k $1.3m $1.3m 0.00% Added +779 +779
23 HARBOUR INVESTMENTS, INC. 0.04% of their portfolio MADISON, WI 30,73430.7k $1.2m $1.2m 0.04% Reduced -129 -129
24 HRT FINANCIAL LP 0.01% of their portfolio NEW YORK, NY 26,54126.5k $1.1m $1.1m 0.01% Reduced -8.8k -8,771
25 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 23,55823.6k $937.5k $937.5k 0.01% Reduced -9.9k -9,892
26 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 23,27223.3k $924.0k $924.0k 0.00% Reduced -312 -312
27 Claro Advisors Inc. 0.14% of their portfolio BOSTON, MA 22,64622.6k $901.2k $901.2k 0.14% Reduced -3.7k -3,741
28 IFP Advisors, Inc 0.04% of their portfolio TAMPA, FL 22,32622.3k $888.5k $888.5k 0.04% Reduced -1 -1
29 Pinnacle Wealth Planning Services, Inc. 0.13% of their portfolio MANSFIELD, OH 22,09722.1k $879.4k $879.4k 0.13% Reduced -15.8k -15,800
30 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 20,25720.3k $806.0k $806.0k 0.00% Reduced -3.9k -3,935
31 Clear Creek Financial Management, LLC 0.10% of their portfolio SILVERDALE, WA 19,94519.9k $793.7k $793.7k 0.10% Reduced -2.1k -2,139
32 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 16,70816.7k $664.9k $664.9k 0.00% Reduced -1.0k -1,001
33 Cypress Wealth Services, LLC 0.13% of their portfolio PALM DESERT, CA 15,16315.2k $603.4k $603.4k 0.13% Unchanged
34 SMART Wealth LLC 0.20% of their portfolio Omaha, NE 12,71312.7k $505.9k $505.9k 0.20% Added +6.7k +6,743
35 Prosperity Consulting Group, LLC 0.07% of their portfolio OWINGS MILLS, MD 12,64412.6k $503.2k $503.2k 0.07% Reduced -2.0k -2,019
36 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 12,06412.1k $480.5k $480.5k 0.01% Added +250 +250
37 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 11,45411.5k $455.8k $455.8k 0.01% Reduced -3.4k -3,426
38 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 11,45011.4k $455.7k $455.7k 0.00% Unchanged
39 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 11,44411.4k $455.0k $455.0k 0.00% Added +3.9k +3,922
40 Mariner, LLC 0.00% of their portfolio Overland Park, KS 11,20511.2k $445.9k $445.9k 0.00% Reduced -425 -425
41 Tanglewood Legacy Advisors, LLC 0.21% of their portfolio HOUSTON, TX 11,01811.0k $438.5k $438.5k 0.21% Reduced -4.5k -4,526
42 Strategic Blueprint, LLC 0.03% of their portfolio ATLANTA, GA 10,75610.8k $428.1k $428.1k 0.03% Unchanged
43 StoneX Group Inc. 0.03% of their portfolio NEW YORK, NY 9,7729.8k $388.9k $388.9k 0.03% Unchanged
44 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 9,0789.1k $361.3k $361.3k 0.00% New
45 Keystone Wealth Services, LLC 0.11% of their portfolio PALM DESERT, CA 9,0399.0k $359.7k $359.7k 0.11% Unchanged
46 Bouchey Financial Group, Ltd. 0.03% of their portfolio TROY, NY 8,9088.9k $354.0k $354.0k 0.03% Reduced -429.4k -429,428
47 LVZ, Inc. 0.05% of their portfolio Holland, MI 8,6388.6k $343.8k $343.8k 0.05% Added +150 +150
48 STEPHENS INC /AR/ 0.01% of their portfolio LITTLE ROCK, AR 8,5858.6k $341.7k $341.7k 0.01% Unchanged
49 Integrity Financial Corp /WA 0.21% of their portfolio JACKSON, WY 8,4618.5k $336.7k $336.7k 0.21% Reduced -104 -104
50 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.03% of their portfolio CEDAR RAPIDS, IA 8,0628.1k $320.8k $320.8k 0.03% Unchanged
51 CENTAURUS FINANCIAL, INC. 0.02% of their portfolio ANAHEIM, CA 8,0188.0k $319.0k $319.0k 0.02% Added +176 +176
52 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 7,4057.4k $294.7k $294.7k 0.01% New
53 Sequent Planning LLC 0.10% of their portfolio OMAHA, NE 7,1907.2k $286.3k $286.3k 0.10% Unchanged
54 Meridian Wealth Management, LLC 0.03% of their portfolio LEXINGTON, KY 6,8706.9k $273.4k $273.4k 0.03% New
55 BRASS TAX WEALTH MANAGEMENT, INC 0.05% of their portfolio CINCINNATI, OH 6,6746.7k $265.6k $265.6k 0.05% Reduced -75 -75
56 ARBOR CAPITAL MANAGEMENT INC /ADV 0.24% of their portfolio ANCHORAGE, AK 6,4486.4k $256.8k $256.8k 0.24% Unchanged
57 FinTrust Capital Advisors, LLC 0.05% of their portfolio Greenville, SC 6,4006.4k $254.7k $254.7k 0.05% Unchanged
58 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 6,2866.3k $250.2k $250.2k 0.00% Reduced -2.9k -2,949
59 Orion Portfolio Solutions, LLC 0.00% of their portfolio Omaha, NE 6,2866.3k $250.2k $250.2k 0.00% Reduced -2.9k -2,949
60 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.02% of their portfolio BIRMINGHAM, AL 6,2756.3k $249.7k $249.7k 0.02% Unchanged
61 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 6,2106.2k $247.1k $247.1k 0.01% Added +107 +107
62 Cambridge Advisors Inc. 0.06% of their portfolio OMAHA, NE 6,0486.0k $240.7k $240.7k 0.06% Reduced -4.8k -4,850
63 Inspire Advisors, LLC 0.03% of their portfolio Meridian, ID 5,7005.7k $226.8k $226.8k 0.03% Unchanged
64 Essex Financial Services, Inc. 0.02% of their portfolio ESSEX, CT 5,1655.2k $203.3k $203.3k 0.02% Reduced -1.5k -1,525
65 Triad Wealth Partners, LLC 0.05% of their portfolio LAWRENCE, KS 2,4172.4k $96.2k $96.2k 0.05% New
66 BENJAMIN F. EDWARDS & COMPANY, INC. 0.00% of their portfolio ST. LOUIS, MO 1,2801.3k $51.0k $51.0k 0.00% Unchanged
67 MTM Investment Management, LLC 0.02% of their portfolio SPARTANBURG, SC 1,0001.0k $39.8k $39.8k 0.02% Unchanged
68 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 940940 $37.4k $37.4k 0.00% Reduced -5 -5
69 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 892892 $35.0k $35.0k 0.00% Unchanged
70 Glen Eagle Advisors, LLC 0.01% of their portfolio KINGSTON, NJ 700700 $27.9k $27.9k 0.01% Unchanged
71 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 681681 $27.1k $27.1k 0.00% Unchanged
72 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 598598 $23.8k $23.8k 0.00% Unchanged
73 WETZEL INVESTMENT ADVISORS, INC. 0.01% of their portfolio INDIANAPOLIS, IN 512512 $19.8k $19.8k 0.01% Unchanged
74 UBS Group AG 0.00% of their portfolio ZURICH, V8 399399 $15.9k $15.9k 0.00% Reduced -2.6k -2,642
75 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 356356 $14.2k $14.2k 0.00% Unchanged
76 SOA Wealth Advisors, LLC. 0.00% of their portfolio NEW YORK, NY 315315 $12.5k $12.5k 0.00% Unchanged
77 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 220220 $8.8k $8.8k 0.00% Unchanged
78 DHJJ Financial Advisors, Ltd. 0.00% of their portfolio NAPERVILLE, IL 167167 $6.6k $6.6k 0.00% Reduced -710 -710
79 Great Lakes Retirement, Inc. 0.00% of their portfolio SANDUSKY, OH 116116 $4.6k $4.6k 0.00% New
80 EPG Wealth Management LLC 0.13% of their portfolio ATLANTA, GA 00 $549.2k $549.2k 0.13% Reduced -24.0k -24,000