Vault-13

FIRST TR EXCHNG TRADED FD VI DJUL

FT VEST US EQT · ETP · CUSIP 33740F698

112 institutional holders -3 vs Q4 2025
3,963,8244.0m shares reported held*
$185.8mreported value*
7 new 16 added 56 reduced 9 sold out net sold ≈ $3.1m (-65.5k 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 ($201.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $46.87.

Trends to Q1 2026

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: 115Q1 26: 112112Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026112

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 24: 16 bought or addedQ2 24: 51 cut or sold outQ3 24: 74 bought or addedQ3 24: 24 cut or sold outQ3 24Q4 24: 25 bought or addedQ4 24: 49 cut or sold outQ1 25: 26 bought or addedQ1 25: 61 cut or sold outQ1 25Q2 25: 27 bought or addedQ2 25: 53 cut or sold outQ3 25: 55 bought or addedQ3 25: 40 cut or sold outQ3 25Q4 25: 19 bought or addedQ4 25: 62 cut or sold outQ1 26: 23 bought or addedQ1 26: 65 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20241651
Q3 20247424
Q4 20242549
Q1 20252661
Q2 20252753
Q3 20255540
Q4 20251962
Q1 20262365

Biggest buyers

Kestra Advisory Services, LLC Added +31,147+31.1k
ENVESTNET ASSET MANAGEMENT INC Added +22,533+22.5k
FOUNDERS FINANCIAL SECURITIES LLC Added +22,474+22.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +22,177+22.2k
HARBOUR INVESTMENTS, INC. Added +8,553+8.6k
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors Added +7,481+7.5k
Patriot Financial Group Insurance Agency, LLC Added +7,248+7.2k
MONEY CONCEPTS CAPITAL CORP New +6,736+6.7k
Prime Capital Investment Advisors, LLC New +5,157+5.2k
Integrated Wealth Concepts LLC Added +4,973+5.0k

Biggest sellers

Foguth Wealth Management, LLC. Reduced -26,214-26.2k
1ST SOURCE BANK Sold out -19,735-19.7k
OPPENHEIMER & CO INC Sold out -19,082-19.1k
OGOREK ANTHONY JOSEPH /NY/ /ADV Reduced -16,476-16.5k
Oakmont Advisory Group, LLC Sold out -11,021-11.0k
Ritter Daniher Financial Advisory LLC / DE Reduced -10,636-10.6k
Certified Advisory Corp Sold out -10,000-10.0k
GTS SECURITIES LLC Sold out -9,517-9.5k
LVZ, Inc. Sold out -8,638-8.6k
WINNACLE WEALTH LLC Reduced -8,236-8.2k

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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OGOREK ANTHONY JOSEPH /NY/ /ADV 7.93% of their portfolio WILLIAMSVILLE, NY 619,238619.2k $28.9m $28.9m 7.93% Reduced -16.5k -16,476
2 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 240,772240.8k $11.3m $11.3m 0.00% Reduced -471 -471
3 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 216,928216.9k $10.1m $10.1m 0.00% Added +22.5k +22,533
4 Decker Wealth Management LLC 2.16% of their portfolio NASHVILLE, TN 203,351203.4k $9.5m $9.5m 2.16% Reduced -6.6k -6,628
5 Commonwealth Financial Services, LLC 1.11% of their portfolio VIENNA, WV 150,483150.5k $7.0m $7.0m 1.11% Added +2.9k +2,869
6 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 147,121147.1k $6.9m $6.9m 0.01% Reduced -5.6k -5,617
7 Ignite Planners, LLC 1.03% of their portfolio SAN CLEMENTE, CA 142,611142.6k $6.7m $6.7m 1.03% Reduced -250 -250
8 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 140,458140.5k $6.6m $6.6m 0.01% Reduced -1.3k -1,256
9 FOUNDERS FINANCIAL SECURITIES LLC 0.37% of their portfolio TOWSON, MD 137,691137.7k $6.6m $6.6m 0.37% Added +22.5k +22,474
10 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 125,315125.3k $5.9m $5.9m 0.02% Added +31.1k +31,147
11 Ritter Daniher Financial Advisory LLC / DE 0.87% of their portfolio CINCINNATI, OH 109,498109.5k $5.1m $5.1m 0.87% Reduced -10.6k -10,636
12 WINNACLE WEALTH LLC 3.89% of their portfolio WACO, TX 107,967108.0k $5.0m $5.0m 3.89% Reduced -8.2k -8,236
13 REAP Financial Group, LLC 0.99% of their portfolio AUSTIN, TX 107,210107.2k $5.0m $5.0m 0.99% Reduced -1.8k -1,836
14 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 94,28894.3k $4.4m $4.4m 0.00% Added +4.6k +4,649
15 CWM, LLC 0.01% of their portfolio OMAHA, NE 89,54389.5k $4.2m $4.2m 0.01% Reduced -5.3k -5,315
16 Foguth Wealth Management, LLC. 0.51% of their portfolio BRIGHTON, MI 87,64087.6k $4.4m $4.4m 0.51% Reduced -26.2k -26,214
17 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 74,26374.3k $3.5m $3.5m 0.01% Reduced -6.1k -6,080
18 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 73,66073.7k $3.4m $3.4m 0.00% Reduced -2.6k -2,627
19 LifeWealth Investments, LLC 1.03% of their portfolio WINTER GARDEN, FL 73,51773.5k $3.4m $3.4m 1.03% Added +358 +358
20 Comprehensive Financial Consultants Institutional, Inc. 0.82% of their portfolio Bloomington, IN 59,35159.4k $2.8m $2.8m 0.82% Reduced -707 -707
21 Wood Tarver Financial Group, LLC 0.69% of their portfolio BOISE, ID 53,67153.7k $2.5m $2.5m 0.69% Reduced -5.5k -5,475
22 Spire Wealth Management 0.06% of their portfolio MCLEAN, VA 36,96637.0k $1.7m $1.7m 0.06% Reduced -1.0k -1,000
23 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 35,93235.9k $1.7m $1.7m 0.00% Reduced -2.2k -2,175
24 HARBOUR INVESTMENTS, INC. 0.03% of their portfolio MADISON, WI 35,78235.8k $1.7m $1.7m 0.03% Added +8.6k +8,553
25 SMART Wealth LLC 0.41% of their portfolio Omaha, NE 30,15030.1k $1.4m $1.4m 0.41% Added +2.7k +2,739
26 Kovack Advisors, Inc. 0.07% of their portfolio FT. LAUDERDALE, FL 27,17427.2k $1.3m $1.3m 0.07% Unchanged
27 Ferguson Shapiro LLC 0.34% of their portfolio DECATUR, GA 24,14324.1k $1.1m $1.1m 0.34% Unchanged
28 Hartford Financial Management Inc. 0.28% of their portfolio WEST HARTFORD, CT 23,84123.8k $1.1m $1.1m 0.28% Reduced -3.4k -3,391
29 Sunbelt Securities, Inc. 0.07% of their portfolio HOUSTON, TX 23,27623.3k $1.1m $1.1m 0.07% Reduced -2.0k -2,047
30 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.06% of their portfolio Westlake, OH 22,57622.6k $1.1m $1.1m 0.06% Added +7.5k +7,481
31 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 22,52322.5k $1.1m $1.1m 0.00% Reduced -451 -451
32 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 22,17722.2k $1.0m $1.0m 0.00% New
33 Falcon Wealth Planning 0.06% of their portfolio Ontario, CA 20,37320.4k $952.2k $952.2k 0.06% Reduced -6 -6
34 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 19,81219.8k $926.0k $926.0k 0.00% Added +3.3k +3,301
35 SAGESPRING WEALTH PARTNERS, LLC 0.02% of their portfolio FRANKLIN, TN 19,55419.6k $914.0k $914.0k 0.02% Reduced -14 -14
36 Pinnacle Wealth Planning Services, Inc. 0.09% of their portfolio MANSFIELD, OH 18,63518.6k $871.0k $871.0k 0.09% Reduced -1.0k -1,000
37 Gaddis Premier Wealth Advisors LLC 0.64% of their portfolio DURANT, OK 18,56418.6k $867.7k $867.7k 0.64% Reduced -52 -52
38 Claro Advisors Inc. 0.10% of their portfolio BOSTON, MA 18,08318.1k $845.2k $845.2k 0.10% Reduced -175 -175
39 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 17,55217.6k $820.4k $820.4k 0.00% Unchanged
40 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 17,48217.5k $817.1k $817.1k 0.02% Reduced -148 -148
41 CreativeOne Wealth, LLC 0.02% of their portfolio OVERLAND PARK, KS 17,30017.3k $808.6k $808.6k 0.02% Unchanged
42 Integrity Financial Corp /WA 0.38% of their portfolio JACKSON, WY 16,19116.2k $756.8k $756.8k 0.38% Reduced -2.5k -2,534
43 StoneX Group Inc. 0.04% of their portfolio NEW YORK, NY 16,00116.0k $747.9k $747.9k 0.04% Reduced -3.0k -2,969
44 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 15,35115.4k $717.5k $717.5k 0.00% Reduced -2.1k -2,116
45 Patriot Financial Group Insurance Agency, LLC 0.04% of their portfolio Westborough, MA 15,09615.1k $705.6k $705.6k 0.04% Added +7.2k +7,248
46 Ameritas Advisory Services, LLC 0.03% of their portfolio Lincoln, NE 14,91414.9k $697.1k $697.1k 0.03% Reduced -1.3k -1,261
47 Tanglewood Legacy Advisors, LLC 0.22% of their portfolio HOUSTON, TX 13,04813.0k $609.9k $609.9k 0.22% Unchanged
48 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 12,57612.6k $587.8k $587.8k 0.00% Reduced -2.2k -2,169
49 Buck Wealth Strategies, LLC 0.07% of their portfolio DENVER, CO 12,45512.5k $582.1k $582.1k 0.07% Unchanged
50 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 12,16312.2k $568.5k $568.5k 0.01% Unchanged
51 Mariner, LLC 0.00% of their portfolio Overland Park, KS 11,59811.6k $542.1k $542.1k 0.00% Reduced -3.8k -3,823
52 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 11,35711.4k $531.0k $531.0k 0.00% Reduced -2.4k -2,370
53 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 11,26711.3k $526.6k $526.6k 0.01% Added +245 +245
54 Smart Money Group LLC 0.15% of their portfolio EASTLAND, TX 10,75310.8k $502.6k $502.6k 0.15% Reduced -1.9k -1,892
55 EVOLUTION WEALTH MANAGEMENT INC. 0.36% of their portfolio FORT MYERS, FL 10,60210.6k $495.5k $495.5k 0.36% Reduced -684 -684
56 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 10,30010.3k $481.4k $481.4k 0.01% Unchanged
57 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 10,03910.0k $472.4k $472.4k 0.00% Reduced -1.8k -1,750
58 UPTICK PARTNERS, LLC 0.09% of their portfolio NACOGDOCHES, TX 9,5799.6k $447.7k $447.7k 0.09% Reduced -590 -590
59 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 9,4739.5k $442.8k $442.8k 0.00% Added +5.0k +4,973
60 STEPHENS INC /AR/ 0.01% of their portfolio LITTLE ROCK, AR 8,5858.6k $401.3k $401.3k 0.01% Unchanged
61 Capital Investment Advisory Services, LLC 0.03% of their portfolio RALEIGH, NC 8,5238.5k $398.4k $398.4k 0.03% Reduced -20 -20
62 Bison Wealth, LLC 0.04% of their portfolio ATLANTA, GA 7,8007.8k $386.4k $386.4k 0.04% Unchanged
63 Prosperity Consulting Group, LLC 0.02% of their portfolio OWINGS MILLS, MD 7,5957.6k $355.0k $355.0k 0.02% Reduced -35 -35
64 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 7,0927.1k $333.2k $333.2k 0.00% Reduced -438 -438
65 CENTAURUS FINANCIAL, INC. 0.02% of their portfolio ANAHEIM, CA 7,0257.0k $328.0k $328.0k 0.02% Reduced -665 -665
66 First Heartland Consultants, Inc. 0.03% of their portfolio LAKE ST. LOUIS, MO 6,9847.0k $326.4k $326.4k 0.03% Reduced -23 -23
67 ARBOR CAPITAL MANAGEMENT INC /ADV 0.26% of their portfolio ANCHORAGE, AK 6,7906.8k $322.1k $322.1k 0.26% Reduced -220 -220
68 MONEY CONCEPTS CAPITAL CORP 0.02% of their portfolio PALM BEACH GARDENS, FL 6,7366.7k $314.8k $314.8k 0.02% New
69 Clear Creek Financial Management, LLC 0.02% of their portfolio SILVERDALE, WA 6,6106.6k $309.0k $309.0k 0.02% Reduced -1.2k -1,200
70 Balentine LLC 0.01% of their portfolio ATLANTA, GA 6,5506.5k $306.1k $306.1k 0.01% Unchanged
71 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 6,4326.4k $301.0k $301.0k 0.00% Unchanged
72 Cottage Street Advisors LLC 0.13% of their portfolio MARION, MA 6,3576.4k $297.1k $297.1k 0.13% Reduced -235 -235
73 Waverly Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 6,2346.2k $291.4k $291.4k 0.00% Reduced -50 -50
74 JIM SAULNIER & ASSOCIATES, LLC 0.14% of their portfolio FORT COLLINS, CO 6,1316.1k $286.6k $286.6k 0.14% Unchanged
75 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 6,0686.1k $283.6k $283.6k 0.00% Reduced -1.5k -1,549
76 MTM Investment Management, LLC 0.09% of their portfolio SPARTANBURG, SC 6,0006.0k $280.4k $280.4k 0.09% Unchanged
77 LANARK FINANCIAL, INC. 0.02% of their portfolio BIRMINGHAM, AL 5,9055.9k $276.0k $276.0k 0.02% Reduced -199 -199
78 Essex Financial Services, Inc. 0.02% of their portfolio ESSEX, CT 5,8855.9k $275.1k $275.1k 0.02% Unchanged
79 Five Pine Wealth Management 0.17% of their portfolio COEUR D ALENE, ID 5,8515.9k $273.5k $273.5k 0.17% Unchanged
80 Spectrum Asset Management, Inc. (NB/CA) 0.09% of their portfolio NEWPORT BEACH, CA 5,8455.8k $273.2k $273.2k 0.09% Unchanged
81 Inspire Advisors, LLC 0.02% of their portfolio Meridian, ID 5,7005.7k $266.4k $266.4k 0.02% Unchanged
82 Sound Income Strategies, LLC 0.01% of their portfolio FT LAUDERDALE, FL 5,6415.6k $265.1k $265.1k 0.01% Unchanged
83 United Advisor Group, LLC 0.03% of their portfolio CINCINNATI, OH 5,5115.5k $257.6k $257.6k 0.03% Added +180 +180
84 Per Stirling Capital Management, LLC. 0.03% of their portfolio AUSTIN, TX 5,3455.3k $249.8k $249.8k 0.03% Reduced -144 -144
85 Prime Capital Investment Advisors, LLC 0.00% of their portfolio OVERLAND PARK, KS 5,1575.2k $241.0k $241.0k 0.00% New
86 Legacy Capital Wealth Partners, LLC 0.05% of their portfolio LITTLE ROCK, AR 5,1375.1k $240.1k $240.1k 0.05% Unchanged
87 AlphaStar Capital Management, LLC 0.02% of their portfolio CORNELIUS, NC 5,0945.1k $238.1k $238.1k 0.02% Unchanged
88 Sequent Planning LLC 0.06% of their portfolio OMAHA, NE 5,0065.0k $234.0k $234.0k 0.06% Reduced -215 -215
89 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 4,7054.7k $219.9k $219.9k 0.00% New
90 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 4,6594.7k $217.8k $217.8k 0.00% Unchanged
91 Advyzon Investment Management, LLC 0.02% of their portfolio LISLE, IL 4,5534.6k $212.8k $212.8k 0.02% Reduced -228 -228
92 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 3,9804.0k $186.0k $186.0k 0.00% Added +336 +336
93 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 3,3163.3k $155.0k $155.0k 0.00% New
94 Triumph Capital Management 0.02% of their portfolio DENVER, CO 2,5952.6k $121.3k $121.3k 0.02% Unchanged
95 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 1,6581.7k $77.5k $77.5k 0.00% Unchanged
96 SIGNATUREFD, LLC 0.00% of their portfolio ATLANTA, GA 1,1451.1k $53.5k $53.5k 0.00% Unchanged
97 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 1,1231.1k $52.5k $52.5k 0.00% Reduced -75 -75
98 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 1,1101.1k $51.9k $51.9k 0.00% Added +193 +193
99 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 1,1001.1k $51.4k $51.4k 0.00% Unchanged
100 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 752752 $35.1k $35.1k 0.00% Unchanged