Vault-13

FIRST TR EXCHNG TRADED FD VI DJUL

FT VEST US EQT · ETP · CUSIP 33740F698

115 institutional holders +3 vs Q3 2025
4,032,7274.0m shares reported held*
$191.9mreported value*
9 new 10 added 54 reduced 8 sold out net sold ≈ $21.1m (-442.7k 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 ($227.4k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $47.58.

Trends to Q4 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: 103Q3 25: 112Q4 25: 115115Q3 22Q2 23Q1 24Q4 24Q4 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
Q3 2025112
Q4 2025115

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 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 25Q3 25: 55 bought or addedQ3 25: 40 cut or sold outQ4 25: 19 bought or addedQ4 25: 62 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20242064
Q2 20241651
Q3 20247424
Q4 20242549
Q1 20252661
Q2 20252753
Q3 20255540
Q4 20251962

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +18,412+18.4k
&PARTNERS New +17,467+17.5k
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors New +15,095+15.1k
FOUNDERS FINANCIAL SECURITIES LLC Added +9,990+10.0k
GTS SECURITIES LLC New +9,517+9.5k
Bison Wealth, LLC New +7,800+7.8k
Waverly Advisors, LLC New +6,284+6.3k
Sound Income Strategies, LLC New +5,641+5.6k
MML INVESTORS SERVICES, LLC Added +4,418+4.4k
LPL Financial LLC Added +3,802+3.8k

Biggest sellers

OSAIC HOLDINGS, INC. Reduced -114,517-114.5k
LifeWealth Investments, LLC Reduced -80,655-80.7k
OGOREK ANTHONY JOSEPH /NY/ /ADV Reduced -50,023-50.0k
Uniting Wealth Partners, LLC Sold out -42,684-42.7k
REAP Financial Group, LLC Reduced -31,312-31.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -23,841-23.8k
Ameritas Advisory Services, LLC Reduced -22,766-22.8k
Hartford Financial Management Inc. Reduced -22,534-22.5k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -20,593-20.6k
Ignite Planners, LLC Reduced -17,126-17.1k

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, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OGOREK ANTHONY JOSEPH /NY/ /ADV 8.32% of their portfolio WILLIAMSVILLE, NY 635,714635.7k $30.2m $30.2m 8.32% Reduced -50.0k -50,023
2 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 241,243241.2k $11.5m $11.5m 0.00% Reduced -4.3k -4,336
3 Decker Wealth Management LLC 2.19% of their portfolio NASHVILLE, TN 209,979210.0k $10.0m $10.0m 2.19% First filing
4 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 194,395194.4k $9.2m $9.2m 0.00% Added +18.4k +18,412
5 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 152,738152.7k $7.3m $7.3m 0.01% Reduced -114.5k -114,517
6 Commonwealth Financial Services, LLC 1.16% of their portfolio VIENNA, WV 147,614147.6k $7.0m $7.0m 1.16% Reduced -358 -358
7 Ignite Planners, LLC 1.05% of their portfolio SAN CLEMENTE, CA 142,861142.9k $6.8m $6.8m 1.05% Reduced -17.1k -17,126
8 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 141,714141.7k $6.7m $6.7m 0.01% Reduced -1.2k -1,165
9 Ritter Daniher Financial Advisory LLC / DE 0.96% of their portfolio CINCINNATI, OH 120,134120.1k $5.7m $5.7m 0.96% Reduced -7.2k -7,182
10 WINNACLE WEALTH LLC 4.12% of their portfolio WACO, TX 116,203116.2k $5.6m $5.6m 4.12% Reduced -7.9k -7,913
11 FOUNDERS FINANCIAL SECURITIES LLC 0.32% of their portfolio TOWSON, MD 115,217115.2k $5.5m $5.5m 0.32% Added +10.0k +9,990
12 Foguth Wealth Management, LLC. 0.84% of their portfolio BRIGHTON, MI 113,854113.9k $5.4m $5.4m 0.84% First filing
13 REAP Financial Group, LLC 1.05% of their portfolio AUSTIN, TX 109,046109.0k $5.2m $5.2m 1.05% Reduced -31.3k -31,312
14 CWM, LLC 0.01% of their portfolio OMAHA, NE 94,85894.9k $4.5m $4.5m 0.01% Reduced -13.9k -13,874
15 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 94,16894.2k $4.5m $4.5m 0.02% Reduced -647 -647
16 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 89,63989.6k $4.3m $4.3m 0.00% Added +3.1k +3,093
17 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 80,34380.3k $3.8m $3.8m 0.01% Reduced -875 -875
18 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 76,28776.3k $3.6m $3.6m 0.00% Added +3.8k +3,802
19 LifeWealth Investments, LLC 1.10% of their portfolio WINTER GARDEN, FL 73,15973.2k $3.5m $3.5m 1.10% Reduced -80.7k -80,655
20 Comprehensive Financial Consultants Institutional, Inc. 0.86% of their portfolio Bloomington, IN 60,05860.1k $2.9m $2.9m 0.86% Reduced -2.6k -2,626
21 Wood Tarver Financial Group, LLC 0.79% of their portfolio BOISE, ID 59,14659.1k $2.8m $2.8m 0.79% Reduced -7.1k -7,113
22 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 38,10738.1k $1.8m $1.8m 0.00% Reduced -20.6k -20,593
23 Spire Wealth Management 0.06% of their portfolio MCLEAN, VA 37,96638.0k $1.8m $1.8m 0.06% Unchanged
24 SMART Wealth LLC 0.40% of their portfolio Omaha, NE 27,41127.4k $1.3m $1.3m 0.40% Reduced -2.4k -2,415
25 Hartford Financial Management Inc. 0.34% of their portfolio WEST HARTFORD, CT 27,23227.2k $1.3m $1.3m 0.34% Reduced -22.5k -22,534
26 HARBOUR INVESTMENTS, INC. 0.03% of their portfolio MADISON, WI 27,22927.2k $1.3m $1.3m 0.03% Added +952 +952
27 Kovack Advisors, Inc. 0.06% of their portfolio FT. LAUDERDALE, FL 27,17427.2k $1.3m $1.3m 0.06% Added +3.2k +3,234
28 Sunbelt Securities, Inc. 0.08% of their portfolio HOUSTON, TX 25,32325.3k $1.2m $1.2m 0.08% Unchanged
29 Ferguson Shapiro LLC 0.35% of their portfolio DECATUR, GA 24,14324.1k $1.1m $1.1m 0.35% Reduced -848 -848
30 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 22,97423.0k $1.1m $1.1m 0.00% Reduced -4.0k -3,985
31 Falcon Wealth Planning 0.08% of their portfolio Ontario, CA 20,37920.4k $969.4k $969.4k 0.08% Unchanged
32 1ST SOURCE BANK 0.05% of their portfolio SOUTH BEND, IN 19,73519.7k $938.8k $938.8k 0.05% Reduced -725 -725
33 Pinnacle Wealth Planning Services, Inc. 0.10% of their portfolio MANSFIELD, OH 19,63519.6k $934.0k $934.0k 0.10% Reduced -627 -627
34 SAGESPRING WEALTH PARTNERS, LLC 0.02% of their portfolio FRANKLIN, TN 19,56819.6k $930.9k $930.9k 0.02% Unchanged
35 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 19,08219.1k $907.7k $907.7k 0.01% Added +2.5k +2,465
36 StoneX Group Inc. 0.04% of their portfolio NEW YORK, NY 18,97019.0k $902.4k $902.4k 0.04% Reduced -1.2k -1,181
37 Integrity Financial Corp /WA 0.45% of their portfolio JACKSON, WY 18,72518.7k $890.7k $890.7k 0.45% Reduced -2.5k -2,534
38 Gaddis Premier Wealth Advisors LLC 0.67% of their portfolio DURANT, OK 18,61618.6k $885.6k $885.6k 0.67% First filing
39 Claro Advisors Inc. 0.12% of their portfolio BOSTON, MA 18,25818.3k $868.5k $868.5k 0.12% Reduced -435 -435
40 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 17,63017.6k $838.7k $838.7k 0.02% Reduced -195 -195
41 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 17,55217.6k $834.9k $834.9k 0.00% Unchanged
42 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 17,46717.5k $801.3k $801.3k 0.00% New
43 CreativeOne Wealth, LLC 0.02% of their portfolio OVERLAND PARK, KS 17,30017.3k $823.0k $823.0k 0.02% Unchanged
44 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 16,51116.5k $785.4k $785.4k 0.00% Added +4.4k +4,418
45 Ameritas Advisory Services, LLC 0.03% of their portfolio Lincoln, NE 16,17516.2k $769.4k $769.4k 0.03% Reduced -22.8k -22,766
46 Mariner, LLC 0.00% of their portfolio Overland Park, KS 15,42115.4k $733.6k $733.6k 0.00% Reduced -1.9k -1,865
47 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.04% of their portfolio Westlake, OH 15,09515.1k $718.1k $718.1k 0.04% New
48 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 14,74514.7k $701.4k $701.4k 0.00% Reduced -93 -93
49 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 13,72713.7k $653.0k $653.0k 0.00% Unchanged
50 Tanglewood Legacy Advisors, LLC 0.23% of their portfolio HOUSTON, TX 13,04813.0k $620.7k $620.7k 0.23% Reduced -5.1k -5,100
51 Smart Money Group LLC 0.18% of their portfolio EASTLAND, TX 12,64512.6k $601.5k $601.5k 0.18% Reduced -1.2k -1,241
52 Buck Wealth Strategies, LLC 0.08% of their portfolio DENVER, CO 12,45512.5k $592.5k $592.5k 0.08% Reduced -963 -963
53 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 12,16312.2k $578.6k $578.6k 0.01% Unchanged
54 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 11,78911.8k $563.2k $563.2k 0.00% Unchanged
55 EVOLUTION WEALTH MANAGEMENT INC. 0.44% of their portfolio FORT MYERS, FL 11,28611.3k $536.9k $536.9k 0.44% Reduced -67 -67
56 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 11,02211.0k $524.3k $524.3k 0.01% Added +107 +107
57 Oakmont Advisory Group, LLC 0.56% of their portfolio ALBUQUERQUE, NM 11,02111.0k $524.3k $524.3k 0.56% First filing
58 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 10,30010.3k $490.0k $490.0k 0.01% Reduced -1.9k -1,900
59 UPTICK PARTNERS, LLC 0.10% of their portfolio NACOGDOCHES, TX 10,16910.2k $483.7k $483.7k 0.10% Reduced -543 -543
60 Certified Advisory Corp 0.04% of their portfolio ALTAMONTE SPRINGS, FL 10,00010.0k $475.7k $475.7k 0.04% Unchanged
61 GTS SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 9,5179.5k $452.7k $452.7k 0.02% New
62 LVZ, Inc. 0.05% of their portfolio Holland, MI 8,6388.6k $410.9k $410.9k 0.05% Unchanged
63 STEPHENS INC /AR/ 0.01% of their portfolio LITTLE ROCK, AR 8,5858.6k $408.4k $408.4k 0.01% Unchanged
64 Capital Investment Advisory Services, LLC 0.03% of their portfolio RALEIGH, NC 8,5438.5k $406.4k $406.4k 0.03% Added +1.5k +1,464
65 Patriot Financial Group Insurance Agency, LLC 0.04% of their portfolio Westborough, MA 7,8487.8k $373.3k $373.3k 0.04% Reduced -1.3k -1,333
66 Clear Creek Financial Management, LLC 0.03% of their portfolio SILVERDALE, WA 7,8107.8k $371.5k $371.5k 0.03% Unchanged
67 Bison Wealth, LLC 0.04% of their portfolio ATLANTA, GA 7,8007.8k $364.3k $364.3k 0.04% New
68 CENTAURUS FINANCIAL, INC. 0.02% of their portfolio ANAHEIM, CA 7,6907.7k $366.0k $366.0k 0.02% Reduced -8 -8
69 Prosperity Consulting Group, LLC 0.02% of their portfolio OWINGS MILLS, MD 7,6307.6k $363.0k $363.0k 0.02% Reduced -87 -87
70 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 7,6177.6k $362.3k $362.3k 0.00% Reduced -1.0k -1,049
71 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 7,5307.5k $358.2k $358.2k 0.00% Reduced -1.7k -1,673
72 Lunt Capital Management, Inc. 0.13% of their portfolio HOLLADAY, UT 7,4817.5k $355.9k $355.9k 0.13% Reduced -15.1k -15,095
73 ARBOR CAPITAL MANAGEMENT INC /ADV 0.28% of their portfolio ANCHORAGE, AK 7,0107.0k $334.1k $334.1k 0.28% Reduced -188 -188
74 First Heartland Consultants, Inc. 0.03% of their portfolio LAKE ST. LOUIS, MO 7,0077.0k $333.3k $333.3k 0.03% Reduced -3.1k -3,100
75 Cottage Street Advisors LLC 0.13% of their portfolio MARION, MA 6,5926.6k $313.6k $313.6k 0.13% Reduced -225 -225
76 Balentine LLC 0.01% of their portfolio ATLANTA, GA 6,5506.5k $311.6k $311.6k 0.01% Unchanged
77 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 6,4326.4k $306.0k $306.0k 0.00% Unchanged
78 Waverly Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 6,2846.3k $298.9k $298.9k 0.00% New
79 JIM SAULNIER & ASSOCIATES, LLC 0.15% of their portfolio FORT COLLINS, CO 6,1316.1k $291.7k $291.7k 0.15% Unchanged
80 LANARK FINANCIAL, INC. 0.02% of their portfolio BIRMINGHAM, AL 6,1046.1k $290.4k $290.4k 0.02% Unchanged
81 MTM Investment Management, LLC 0.09% of their portfolio SPARTANBURG, SC 6,0006.0k $285.4k $285.4k 0.09% Unchanged
82 Essex Financial Services, Inc. 0.02% of their portfolio ESSEX, CT 5,8855.9k $279.9k $279.9k 0.02% Unchanged
83 Five Pine Wealth Management 0.18% of their portfolio COEUR D ALENE, ID 5,8515.9k $278.3k $278.3k 0.18% Reduced -20 -20
84 Spectrum Asset Management, Inc. (NB/CA) 0.09% of their portfolio NEWPORT BEACH, CA 5,8455.8k $278.0k $278.0k 0.09% Reduced -125 -125
85 Inspire Advisors, LLC 0.02% of their portfolio Meridian, ID 5,7005.7k $271.1k $271.1k 0.02% Unchanged
86 Sound Income Strategies, LLC 0.01% of their portfolio FT LAUDERDALE, FL 5,6415.6k $270.1k $270.1k 0.01% New
87 Per Stirling Capital Management, LLC. 0.03% of their portfolio AUSTIN, TX 5,4895.5k $261.1k $261.1k 0.03% Reduced -13 -13
88 United Advisor Group, LLC 0.03% of their portfolio CINCINNATI, OH 5,3315.3k $253.6k $253.6k 0.03% Reduced -562 -562
89 Sequent Planning LLC 0.06% of their portfolio OMAHA, NE 5,2215.2k $248.4k $248.4k 0.06% Reduced -265 -265
90 Legacy Capital Wealth Partners, LLC 0.05% of their portfolio LITTLE ROCK, AR 5,1375.1k $244.4k $244.4k 0.05% Unchanged
91 AlphaStar Capital Management, LLC 0.02% of their portfolio CORNELIUS, NC 5,0945.1k $242.3k $242.3k 0.02% Unchanged
92 Advyzon Investment Management, LLC 0.03% of their portfolio LISLE, IL 4,7814.8k $227.4k $227.4k 0.03% Reduced -1.5k -1,501
93 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 4,6594.7k $221.6k $221.6k 0.00% Unchanged
94 Meridian Wealth Management, LLC 0.01% of their portfolio LEXINGTON, KY 4,5504.5k $216.4k $216.4k 0.01% Unchanged
95 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 4,5004.5k $214.1k $214.1k 0.00% Reduced -5.0k -4,973
96 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 3,8583.9k $183.5k $183.5k 0.00% Unchanged
97 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 3,6443.6k $173.3k $173.3k 0.00% Reduced -505 -505
98 Triumph Capital Management 0.03% of their portfolio DENVER, CO 2,5952.6k $123.4k $123.4k 0.03% New
99 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 1,6581.7k $78.9k $78.9k 0.00% Unchanged
100 SOA Wealth Advisors, LLC. 0.01% of their portfolio NEW YORK, NY 1,4231.4k $67.7k $67.7k 0.01% Unchanged