Vault-13

FIRST TR EXCHNG TRADED FD VI DJUL

FT VEST US EQT · ETP · CUSIP 33740F698

103 institutional holders -4 vs Q1 2025
4,584,3224.6m shares reported held*
$203.7mreported value*
8 new 19 added 43 reduced 10 sold out net bought ≈ $4.8m (+107.1k 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 ($205.3k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $44.44.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 42Q4 22: 50Q1 23: 54Q2 23: 50Q3 23: 82Q4 23: 100Q1 24: 85Q2 24: 80Q3 24: 102Q4 24: 112Q1 25: 107Q2 25: 103103Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202242
Q4 202250
Q1 202354
Q2 202350
Q3 202382
Q4 2023100
Q1 202485
Q2 202480
Q3 2024102
Q4 2024112
Q1 2025107
Q2 2025103

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 24Q3 24: 74 bought or addedQ3 24: 24 cut or sold outQ4 24: 25 bought or addedQ4 24: 49 cut or sold outQ4 24Q1 25: 26 bought or addedQ1 25: 61 cut or sold outQ2 25: 27 bought or addedQ2 25: 53 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20236313
Q4 20235927
Q1 20242064
Q2 20241651
Q3 20247424
Q4 20242549
Q1 20252661
Q2 20252753

Biggest buyers

Hartford Financial Management Inc. New +147,299+147.3k
Signal Advisors Wealth, LLC Added +90,208+90.2k
Foguth Wealth Management, LLC. Added +83,053+83.1k
OSAIC HOLDINGS, INC. Added +61,267+61.3k
FOUNDERS FINANCIAL SECURITIES LLC Added +39,569+39.6k
OneAscent Financial Services LLC New +37,304+37.3k
OLD MISSION CAPITAL LLC Added +32,638+32.6k
Rockefeller Capital Management L.P. Added +21,490+21.5k
Sunbelt Securities, Inc. Added +14,764+14.8k
RFG Advisory, LLC New +11,360+11.4k

Biggest sellers

Janney Montgomery Scott LLC Reduced -138,896-138.9k
OGOREK ANTHONY JOSEPH /NY/ /ADV Reduced -68,710-68.7k
GOLDMAN SACHS GROUP INC Sold out -40,841-40.8k
Ameritas Advisory Services, LLC Reduced -23,642-23.6k
MML INVESTORS SERVICES, LLC Reduced -18,415-18.4k
RAYMOND JAMES FINANCIAL INC Reduced -15,894-15.9k
WELLS FARGO & COMPANY/MN Sold out -13,060-13.1k
EPG Wealth Management LLC Sold out -13,000-13.0k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -11,816-11.8k
AE Wealth Management LLC Reduced -11,715-11.7k

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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OGOREK ANTHONY JOSEPH /NY/ /ADV 9.52% of their portfolio WILLIAMSVILLE, NY 693,828693.8k $30.8m $30.8m 9.52% Reduced -68.7k -68,710
2 Foguth Wealth Management, LLC. 2.60% of their portfolio BRIGHTON, MI 273,215273.2k $12.1m $12.1m 2.60% Added +83.1k +83,053
3 Signal Advisors Wealth, LLC 0.93% of their portfolio DETROIT, MI 268,871268.9k $11.9m $11.9m 0.93% Added +90.2k +90,208
4 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 247,673247.7k $11.0m $11.0m 0.00% Reduced -15.9k -15,894
5 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 243,848243.8k $10.8m $10.8m 0.02% Added +61.3k +61,267
6 LifeWealth Investments, LLC 1.29% of their portfolio WINTER GARDEN, FL 169,015169.0k $7.5m $7.5m 1.29% Reduced -236 -236
7 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 167,509167.5k $7.4m $7.4m 0.00% Added +4.4k +4,449
8 Bison Wealth, LLC 0.59% of their portfolio ATLANTA, GA 166,932166.9k $7.4m $7.4m 0.59% Reduced -10.3k -10,334
9 Ignite Planners, LLC 1.30% of their portfolio SAN CLEMENTE, CA 164,405164.4k $7.4m $7.4m 1.30% Reduced -718 -718
10 REAP Financial Group, LLC 1.66% of their portfolio AUSTIN, TX 159,132159.1k $7.1m $7.1m 1.66% Reduced -10.3k -10,334
11 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 149,625149.6k $6.6m $6.6m 0.01% Reduced -628 -628
12 Commonwealth Financial Services, LLC 1.27% of their portfolio VIENNA, WV 148,976149.0k $6.6m $6.6m 1.27% Reduced -3.1k -3,142
13 Hartford Financial Management Inc. 1.79% of their portfolio WEST HARTFORD, CT 147,299147.3k $6.5m $6.5m 1.79% New
14 HICKORY ASSET MANAGEMENT, INC. 4.79% of their portfolio Concord, OH 130,397130.4k $5.8m $5.8m 4.79% Reduced -2.3k -2,320
15 CWM, LLC 0.02% of their portfolio OMAHA, NE 96,63296.6k $4.3m $4.3m 0.02% Reduced -2.0k -2,023
16 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 91,75791.8k $4.1m $4.1m 0.02% Reduced -1.3k -1,261
17 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 82,15582.2k $3.6m $3.6m 0.01% Reduced -3.6k -3,620
18 FOUNDERS FINANCIAL SECURITIES LLC 0.25% of their portfolio TOWSON, MD 74,42474.4k $3.3m $3.3m 0.25% Added +39.6k +39,569
19 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 62,78362.8k $2.8m $2.8m 0.00% Reduced -11.8k -11,816
20 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 53,91853.9k $2.4m $2.4m 0.00% Added +21.5k +21,490
21 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 49,90749.9k $2.2m $2.2m 0.01% Reduced -1.2k -1,181
22 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 48,73248.7k $2.2m $2.2m 0.00% Added +6.5k +6,495
23 OLD MISSION CAPITAL LLC 0.05% of their portfolio CHICAGO, IL 44,50744.5k $2.0m $2.0m 0.05% Added +32.6k +32,638
24 Sunbelt Securities, Inc. 0.16% of their portfolio HOUSTON, TX 43,85443.9k $1.8m $1.8m 0.16% Added +14.8k +14,764
25 Spire Wealth Management 0.07% of their portfolio MCLEAN, VA 43,58343.6k $1.9m $1.9m 0.07% Reduced -5.1k -5,108
26 Wood Tarver Financial Group, LLC 0.58% of their portfolio BOISE, ID 43,40443.4k $1.9m $1.9m 0.58% Reduced -1.6k -1,558
27 OneAscent Financial Services LLC 0.12% of their portfolio BIRMINGHAM, AL 37,30437.3k $1.7m $1.7m 0.12% New
28 SMART Wealth LLC 0.45% of their portfolio Omaha, NE 31,97932.0k $1.4m $1.4m 0.45% Reduced -1.1k -1,100
29 Ameritas Advisory Services, LLC 0.06% of their portfolio Lincoln, NE 25,37425.4k $1.1m $1.1m 0.06% Reduced -23.6k -23,642
30 Ferguson Shapiro LLC 0.37% of their portfolio DECATUR, GA 24,99125.0k $1.1m $1.1m 0.37% Reduced -236 -236
31 SILVER OAK SECURITIES, INCORPORATED 0.08% of their portfolio JACKSON, TN 22,57622.6k $1.0m $1.0m 0.08% Unchanged
32 Lunt Capital Management, Inc. 0.38% of their portfolio HOLLADAY, UT 22,57622.6k $1.0m $1.0m 0.38% Unchanged
33 IFP Advisors, Inc 0.03% of their portfolio TAMPA, FL 22,49622.5k $999.3k $999.3k 0.03% Added +4.1k +4,107
34 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 21,19321.2k $941.4k $941.4k 0.00% Added +4.5k +4,528
35 Pinnacle Wealth Planning Services, Inc. 0.12% of their portfolio MANSFIELD, OH 20,26220.3k $900.1k $900.1k 0.12% Unchanged
36 StoneX Group Inc. 0.04% of their portfolio NEW YORK, NY 19,42019.4k $862.7k $862.7k 0.04% Reduced -5.3k -5,300
37 Integrity Financial Corp /WA 0.43% of their portfolio JACKSON, WY 18,80518.8k $835.4k $835.4k 0.43% Reduced -3.6k -3,636
38 Tanglewood Legacy Advisors, LLC 0.33% of their portfolio HOUSTON, TX 18,14818.1k $806.2k $806.2k 0.33% Added +7.8k +7,800
39 Claro Advisors Inc. 0.13% of their portfolio BOSTON, MA 18,04318.0k $801.5k $801.5k 0.13% Reduced -4.7k -4,703
40 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 17,55217.6k $779.7k $779.7k 0.00% Unchanged
41 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 16,30416.3k $724.3k $724.3k 0.02% Reduced -2.2k -2,240
42 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 16,23916.2k $721.4k $721.4k 0.00% Reduced -415 -415
43 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 15,17515.2k $674.1k $674.1k 0.00% Reduced -283 -283
44 Smart Money Group LLC 0.20% of their portfolio EASTLAND, TX 14,44314.4k $641.6k $641.6k 0.20% Reduced -4.0k -3,977
45 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 13,93913.9k $623.9k $623.9k 0.00% Reduced -5.4k -5,353
46 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 13,27813.3k $589.9k $589.9k 0.01% Added +3.4k +3,368
47 Buck Wealth Strategies, LLC 0.09% of their portfolio DENVER, CO 12,81812.8k $569.4k $569.4k 0.09% Added +5.0k +5,008
48 Mariner, LLC 0.00% of their portfolio Overland Park, KS 12,20512.2k $542.2k $542.2k 0.00% Added +377 +377
49 Arkadios Wealth Advisors 0.02% of their portfolio ATLANTA, GA 12,20012.2k $542.0k $542.0k 0.02% Reduced -800 -800
50 Prosperity Consulting Group, LLC 0.04% of their portfolio OWINGS MILLS, MD 12,17012.2k $540.6k $540.6k 0.04% Reduced -586 -586
51 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 12,16312.2k $554.3k $554.3k 0.01% Reduced -192 -192
52 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 11,36011.4k $504.6k $504.6k 0.01% New
53 EVOLUTION WEALTH MANAGEMENT INC. 0.62% of their portfolio FORT MYERS, FL 11,35311.4k $504.3k $504.3k 0.62% First filing
54 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 10,92910.9k $485.0k $485.0k 0.00% Reduced -138.9k -138,896
55 Certified Advisory Corp 0.05% of their portfolio ALTAMONTE SPRINGS, FL 10,00010.0k $444.2k $444.2k 0.05% Unchanged
56 Clear Creek Financial Management, LLC 0.04% of their portfolio SILVERDALE, WA 10,00010.0k $444.2k $444.2k 0.04% Reduced -2.1k -2,060
57 UBS Group AG 0.00% of their portfolio ZURICH, V8 9,96510.0k $442.7k $442.7k 0.00% Added +3.6k +3,559
58 LVZ, Inc. 0.05% of their portfolio Holland, MI 8,6388.6k $383.7k $383.7k 0.05% Unchanged
59 STEPHENS INC /AR/ 0.01% of their portfolio LITTLE ROCK, AR 8,5858.6k $381.4k $381.4k 0.01% Unchanged
60 First Heartland Consultants, Inc. 0.03% of their portfolio LAKE ST. LOUIS, MO 7,8727.9k $349.7k $349.7k 0.03% Reduced -655 -655
61 CENTAURUS FINANCIAL, INC. 0.02% of their portfolio ANAHEIM, CA 7,7297.7k $343.0k $343.0k 0.02% Reduced -799 -799
62 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 7,6007.6k $337.6k $337.6k 0.00% New
63 ARBOR CAPITAL MANAGEMENT INC /ADV 0.29% of their portfolio ANCHORAGE, AK 7,3967.4k $333.8k $333.8k 0.29% Reduced -500 -500
64 Keystone Wealth Services, LLC 0.08% of their portfolio PALM DESERT, CA 7,3577.4k $326.8k $326.8k 0.08% Unchanged
65 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 6,9997.0k $310.9k $310.9k 0.00% Added +203 +203
66 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 6,9807.0k $310.0k $310.0k 0.00% Reduced -18.4k -18,415
67 Grantvest Financial Group LLC 0.22% of their portfolio MATAWAN, NJ 6,5506.5k $291.0k $291.0k 0.22% Unchanged
68 BRASS TAX WEALTH MANAGEMENT, INC 0.05% of their portfolio CINCINNATI, OH 6,3646.4k $282.7k $282.7k 0.05% Reduced -310 -310
69 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 6,3006.3k $279.9k $279.9k 0.01% Reduced -282 -282
70 JIM SAULNIER & ASSOCIATES, LLC 0.19% of their portfolio FORT COLLINS, CO 6,1316.1k $272.4k $272.4k 0.19% Unchanged
71 MTM Investment Management, LLC 0.09% of their portfolio SPARTANBURG, SC 6,0006.0k $266.5k $266.5k 0.09% Unchanged
72 Spectrum Asset Management, Inc. (NB/CA) 0.12% of their portfolio NEWPORT BEACH, CA 5,9706.0k $265.2k $265.2k 0.12% Unchanged
73 LANARK FINANCIAL, INC. 0.02% of their portfolio BIRMINGHAM, AL 5,8955.9k $261.0k $261.0k 0.02% Unchanged
74 UPTICK PARTNERS, LLC 0.07% of their portfolio NACOGDOCHES, TX 5,7465.7k $255.3k $255.3k 0.07% Unchanged
75 Inspire Advisors, LLC 0.03% of their portfolio Meridian, ID 5,7005.7k $253.2k $253.2k 0.03% Unchanged
76 WMG Financial Advisors, LLC 0.09% of their portfolio Knoxville, TN 5,6415.6k $250.6k $250.6k 0.09% Unchanged
77 Essex Financial Services, Inc. 0.02% of their portfolio ESSEX, CT 5,5655.6k $247.2k $247.2k 0.02% Unchanged
78 Meridian Wealth Management, LLC 0.01% of their portfolio LEXINGTON, KY 5,2655.3k $233.9k $233.9k 0.01% Unchanged
79 Legacy Capital Wealth Partners, LLC 0.05% of their portfolio LITTLE ROCK, AR 5,1375.1k $228.2k $228.2k 0.05% Unchanged
80 Midwest Financial Network, LLC 0.22% of their portfolio TINLEY PARK, IL 4,9404.9k $219.5k $219.5k 0.22% Reduced -398 -398
81 Per Stirling Capital Management, LLC. 0.03% of their portfolio AUSTIN, TX 4,9214.9k $218.6k $218.6k 0.03% Reduced -1 -1
82 Five Pine Wealth Management 0.16% of their portfolio COEUR D ALENE, ID 4,7224.7k $209.8k $209.8k 0.16% Reduced -337 -337
83 Advyzon Investment Management, LLC 0.05% of their portfolio LISLE, IL 4,6214.6k $205.3k $205.3k 0.05% Reduced -504 -504
84 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 4,5894.6k $203.9k $203.9k 0.00% Added +2.1k +2,112
85 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 4,0854.1k $181.5k $181.5k 0.00% New
86 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 2,3982.4k $106.5k $106.5k 0.00% Unchanged
87 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 1,6581.7k $73.7k $73.7k 0.00% Unchanged
88 SOA Wealth Advisors, LLC. 0.01% of their portfolio NEW YORK, NY 1,4231.4k $63.2k $63.2k 0.01% Unchanged
89 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 1,2481.2k $55.4k $55.4k 0.00% Added +141 +141
90 SIGNATUREFD, LLC 0.00% of their portfolio ATLANTA, GA 1,1451.1k $50.9k $50.9k 0.00% New
91 Abound Wealth Management 0.01% of their portfolio FRANKLIN, TN 1,1001.1k $48.9k $48.9k 0.01% New
92 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 964964 $42.8k $42.8k 0.00% Unchanged
93 Glen Eagle Advisors, LLC 0.00% of their portfolio KINGSTON, NJ 700700 $31.1k $31.1k 0.00% Unchanged
94 NFSG Corp 0.00% of their portfolio BOCA RATON, FL 630630 $28.0k $28.0k 0.00% Unchanged
95 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 561561 $24.9k $24.9k 0.00% Unchanged
96 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 537537 $23.9k $23.9k 0.00% Reduced -11.7k -11,715
97 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 530530 $24.0k $24.0k 0.00% New
98 Topsail Wealth Management, LLC 0.00% of their portfolio CHARLOTTE, NC 500500 $22.2k $22.2k 0.00% Unchanged
99 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 220220 $9.8k $9.8k 0.00% Unchanged
100 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 205205 $9.1k $9.1k 0.00% Unchanged