Vault-13

FIRST TR EXCHNG TRADED FD VI DJUL

FT VEST US EQT · ETP · CUSIP 33740F698

117 institutional holders +5 vs Q1 2026
3,939,5483.9m shares reported held*
$197.6mreported value*
11 new 16 added 49 reduced 7 sold out net bought ≈ $3.0m (+59.0k 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 ($222.4k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $50.15.

Trends to Q2 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: 112Q2 26: 117117Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026117

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 25Q1 26: 23 bought or addedQ1 26: 65 cut or sold outQ2 26: 27 bought or addedQ2 26: 56 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20247424
Q4 20242549
Q1 20252661
Q2 20252753
Q3 20255540
Q4 20251962
Q1 20262365
Q2 20262756

Biggest buyers

Bluespring Wealth Management, LLC New +203,612+203.6k
ENVESTNET ASSET MANAGEMENT INC Added +57,032+57.0k
Ameritas Advisory Services, LLC Added +22,347+22.3k
JPMORGAN CHASE & CO New +17,304+17.3k
LPL Financial LLC Added +16,111+16.1k
HRT FINANCIAL LP New +7,200+7.2k
Capital Asset Advisory Services LLC New +5,998+6.0k
SMART Wealth LLC Added +5,902+5.9k
AXXCESS WEALTH MANAGEMENT, LLC New +4,786+4.8k
EP Wealth Advisors, LLC New +4,594+4.6k

Biggest sellers

FOUNDERS FINANCIAL SECURITIES LLC Reduced -60,218-60.2k
Kestra Advisory Services, LLC Reduced -43,292-43.3k
Decker Wealth Management LLC Reduced -39,379-39.4k
OGOREK ANTHONY JOSEPH /NY/ /ADV Reduced -29,362-29.4k
Patriot Financial Group Insurance Agency, LLC Sold out -15,096-15.1k
OSAIC HOLDINGS, INC. Reduced -12,557-12.6k
REAP Financial Group, LLC Reduced -10,721-10.7k
Cetera Investment Advisers Reduced -9,619-9.6k
Spire Wealth Management Reduced -7,926-7.9k
Ritter Daniher Financial Advisory LLC / DE Reduced -7,692-7.7k

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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OGOREK ANTHONY JOSEPH /NY/ /ADV 7.34% of their portfolio WILLIAMSVILLE, NY 589,876589.9k $29.6m $29.6m 7.34% Reduced -29.4k -29,362
2 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 273,960274.0k $13.7m $13.7m 0.00% Added +57.0k +57,032
3 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 237,543237.5k $11.9m $11.9m 0.00% Reduced -3.2k -3,229
4 Bluespring Wealth Management, LLC 0.20% of their portfolio AUSTIN, TX 203,612203.6k $10.2m $10.2m 0.20% New
5 Decker Wealth Management LLC 1.75% of their portfolio NASHVILLE, TN 163,972164.0k $8.2m $8.2m 1.75% Reduced -39.4k -39,379
6 Commonwealth Financial Services, LLC 0.97% of their portfolio VIENNA, WV 144,633144.6k $7.3m $7.3m 0.97% Reduced -5.8k -5,850
7 Ignite Planners, LLC 0.97% of their portfolio SAN CLEMENTE, CA 141,107141.1k $7.1m $7.1m 0.97% Reduced -1.5k -1,504
8 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 134,564134.6k $6.7m $6.7m 0.01% Reduced -12.6k -12,557
9 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 133,976134.0k $6.7m $6.7m 0.01% Reduced -6.5k -6,482
10 WINNACLE WEALTH LLC 3.56% of their portfolio WACO, TX 104,449104.4k $5.2m $5.2m 3.56% Reduced -3.5k -3,518
11 Ritter Daniher Financial Advisory LLC / DE 0.78% of their portfolio CINCINNATI, OH 101,806101.8k $5.1m $5.1m 0.78% Reduced -7.7k -7,692
12 REAP Financial Group, LLC 0.83% of their portfolio AUSTIN, TX 96,48996.5k $4.8m $4.8m 0.83% Reduced -10.7k -10,721
13 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 89,77189.8k $4.5m $4.5m 0.00% Added +16.1k +16,111
14 Foguth Wealth Management, LLC. 0.49% of their portfolio BRIGHTON, MI 86,15786.2k $4.3m $4.3m 0.49% Reduced -1.5k -1,483
15 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 84,66984.7k $4.2m $4.2m 0.00% Reduced -9.6k -9,619
16 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 82,02382.0k $4.1m $4.1m 0.01% Reduced -43.3k -43,292
17 FOUNDERS FINANCIAL SECURITIES LLC 0.20% of their portfolio TOWSON, MD 77,47377.5k $3.9m $3.9m 0.20% Reduced -60.2k -60,218
18 LifeWealth Investments, LLC 0.98% of their portfolio WINTER GARDEN, FL 73,13073.1k $3.7m $3.7m 0.98% Reduced -387 -387
19 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 69,85869.9k $3.5m $3.5m 0.00% Reduced -4.4k -4,405
20 Comprehensive Financial Consultants Institutional, Inc. 0.78% of their portfolio Bloomington, IN 58,63758.6k $2.9m $2.9m 0.78% Reduced -714 -714
21 Wood Tarver Financial Group, LLC 0.63% of their portfolio BOISE, ID 53,58053.6k $2.7m $2.7m 0.63% Reduced -91 -91
22 Ameritas Advisory Services, LLC 0.04% of their portfolio Lincoln, NE 37,26137.3k $1.9m $1.9m 0.04% Added +22.3k +22,347
23 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 36,99637.0k $1.9m $1.9m 0.02% Added +1.2k +1,214
24 SMART Wealth LLC 0.39% of their portfolio Omaha, NE 36,05236.1k $1.8m $1.8m 0.39% Added +5.9k +5,902
25 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 34,77034.8k $1.7m $1.7m 0.00% Reduced -1.2k -1,162
26 Spire Wealth Management 0.04% of their portfolio MCLEAN, VA 29,04029.0k $1.5m $1.5m 0.04% Reduced -7.9k -7,926
27 Kovack Advisors, Inc. 0.07% of their portfolio FT. LAUDERDALE, FL 27,62027.6k $1.4m $1.4m 0.07% Added +446 +446
28 Mission Financial Group, LLC 1.07% of their portfolio HONOLULU, HI 25,68025.7k $1.3m $1.3m 1.07% First filing
29 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 24,70624.7k $1.2m $1.2m 0.00% Added +2.5k +2,529
30 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 23,39723.4k $1.2m $1.2m 0.00% Added +3.6k +3,585
31 Hartford Financial Management Inc. 0.26% of their portfolio WEST HARTFORD, CT 23,33223.3k $1.2m $1.2m 0.26% Reduced -509 -509
32 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 22,95223.0k $1.2m $1.2m 0.00% Added +429 +429
33 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% Unchanged
34 Ferguson Shapiro LLC 0.31% of their portfolio DECATUR, GA 20,74120.7k $1.0m $1.0m 0.31% Reduced -3.4k -3,402
35 Falcon Wealth Planning 0.06% of their portfolio Ontario, CA 20,37320.4k $1.0m $1.0m 0.06% Unchanged
36 SAGESPRING WEALTH PARTNERS, LLC 0.02% of their portfolio FRANKLIN, TN 19,54119.5k $979.9k $979.9k 0.02% Reduced -13 -13
37 Gaddis Premier Wealth Advisors LLC 0.54% of their portfolio DURANT, OK 17,68417.7k $886.8k $886.8k 0.54% Reduced -880 -880
38 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 17,55217.6k $880.1k $880.1k 0.00% Unchanged
39 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 17,30417.3k $866.5k $866.5k 0.00% New
40 Claro Advisors Inc. 0.09% of their portfolio BOSTON, MA 17,20717.2k $862.8k $862.8k 0.09% Reduced -876 -876
41 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 17,11617.1k $858.3k $858.3k 0.02% Reduced -366 -366
42 CreativeOne Wealth, LLC 0.02% of their portfolio OVERLAND PARK, KS 16,58116.6k $831.5k $831.5k 0.02% Reduced -719 -719
43 Pinnacle Wealth Planning Services, Inc. 0.08% of their portfolio MANSFIELD, OH 16,14716.1k $809.7k $809.7k 0.08% Reduced -2.5k -2,488
44 Integrity Financial Corp /WA 0.39% of their portfolio JACKSON, WY 16,14316.1k $809.5k $809.5k 0.39% Reduced -48 -48
45 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 15,35115.4k $769.8k $769.8k 0.00% Unchanged
46 StoneX Group Inc. 0.03% of their portfolio NEW YORK, NY 14,88714.9k $746.2k $746.2k 0.03% Reduced -1.1k -1,114
47 Tanglewood Legacy Advisors, LLC 0.21% of their portfolio HOUSTON, TX 13,04813.0k $654.3k $654.3k 0.21% Unchanged
48 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 12,34112.3k $618.8k $618.8k 0.00% Reduced -235 -235
49 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 12,24312.2k $613.9k $613.9k 0.01% Added +976 +976
50 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 11,75011.8k $589.2k $589.2k 0.01% Reduced -413 -413
51 Buck Wealth Strategies, LLC 0.06% of their portfolio DENVER, CO 11,51511.5k $577.4k $577.4k 0.06% Reduced -940 -940
52 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 11,35711.4k $569.0k $569.0k 0.00% Unchanged
53 Smart Money Group LLC 0.14% of their portfolio EASTLAND, TX 10,75310.8k $539.2k $539.2k 0.14% Unchanged
54 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 10,43910.4k $523.4k $523.4k 0.00% Added +3.3k +3,347
55 EVOLUTION WEALTH MANAGEMENT INC. 0.31% of their portfolio FORT MYERS, FL 10,37710.4k $520.4k $520.4k 0.31% Reduced -225 -225
56 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 10,30010.3k $516.5k $516.5k 0.01% Unchanged
57 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 10,03910.0k $505.1k $505.1k 0.00% Unchanged
58 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 9,4739.5k $475.0k $475.0k 0.00% Unchanged
59 UPTICK PARTNERS, LLC 0.07% of their portfolio NACOGDOCHES, TX 9,0199.0k $452.3k $452.3k 0.07% Reduced -560 -560
60 Mariner, LLC 0.00% of their portfolio Overland Park, KS 8,9238.9k $447.4k $447.4k 0.00% Reduced -2.7k -2,675
61 STEPHENS INC /AR/ 0.00% of their portfolio LITTLE ROCK, AR 8,5858.6k $430.5k $430.5k 0.00% Unchanged
62 Bison Wealth, LLC 0.04% of their portfolio ATLANTA, GA 7,8007.8k $391.8k $391.8k 0.04% Unchanged
63 Prosperity Consulting Group, LLC 0.01% of their portfolio OWINGS MILLS, MD 7,5957.6k $380.9k $380.9k 0.01% Unchanged
64 Capital Investment Advisory Services, LLC 0.02% of their portfolio RALEIGH, NC 7,4037.4k $371.2k $371.2k 0.02% Reduced -1.1k -1,120
65 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 7,2007.2k $361.0k $361.0k 0.00% New
66 First Heartland Consultants, Inc. 0.02% of their portfolio LAKE ST. LOUIS, MO 6,9537.0k $348.7k $348.7k 0.02% Reduced -31 -31
67 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 6,8916.9k $346.0k $346.0k 0.01% Reduced -134 -134
68 MONEY CONCEPTS CAPITAL CORP 0.02% of their portfolio PALM BEACH GARDENS, FL 6,7366.7k $337.8k $337.8k 0.02% Unchanged
69 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 6,6296.6k $332.0k $332.0k 0.00% Added +197 +197
70 Clear Creek Financial Management, LLC 0.02% of their portfolio SILVERDALE, WA 6,6086.6k $331.4k $331.4k 0.02% Reduced -2 -2
71 Balentine LLC 0.01% of their portfolio ATLANTA, GA 6,5506.5k $328.4k $328.4k 0.01% Unchanged
72 Waverly Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 6,2346.2k $312.6k $312.6k 0.00% Unchanged
73 JIM SAULNIER & ASSOCIATES, LLC 0.12% of their portfolio FORT COLLINS, CO 6,1316.1k $307.4k $307.4k 0.12% Unchanged
74 MTM Investment Management, LLC 0.09% of their portfolio SPARTANBURG, SC 6,0006.0k $300.9k $300.9k 0.09% Unchanged
75 Capital Asset Advisory Services LLC 0.01% of their portfolio Williamston, MI 5,9986.0k $300.8k $300.8k 0.01% New
76 LANARK FINANCIAL, INC. 0.02% of their portfolio BIRMINGHAM, AL 5,9055.9k $296.1k $296.1k 0.02% Unchanged
77 Essex Financial Services, Inc. 0.01% of their portfolio ESSEX, CT 5,8855.9k $295.1k $295.1k 0.01% Unchanged
78 Spectrum Asset Management, Inc. (NB/CA) 0.08% of their portfolio NEWPORT BEACH, CA 5,8455.8k $293.1k $293.1k 0.08% Unchanged
79 Inspire Advisors, LLC 0.02% of their portfolio Meridian, ID 5,7005.7k $285.8k $285.8k 0.02% Unchanged
80 Sound Income Strategies, LLC 0.01% of their portfolio FT LAUDERDALE, FL 5,6415.6k $282.9k $282.9k 0.01% Unchanged
81 Five Pine Wealth Management 0.16% of their portfolio COEUR D ALENE, ID 5,5075.5k $276.1k $276.1k 0.16% Reduced -344 -344
82 Per Stirling Capital Management, LLC. 0.03% of their portfolio AUSTIN, TX 5,3405.3k $267.8k $267.8k 0.03% Reduced -5 -5
83 Prime Capital Investment Advisors, LLC 0.00% of their portfolio OVERLAND PARK, KS 5,1575.2k $258.6k $258.6k 0.00% Unchanged
84 Cottage Street Advisors LLC 0.10% of their portfolio MARION, MA 5,1395.1k $257.7k $257.7k 0.10% Reduced -1.2k -1,218
85 Legacy Capital Wealth Partners, LLC 0.05% of their portfolio LITTLE ROCK, AR 5,1375.1k $257.6k $257.6k 0.05% Unchanged
86 AlphaStar Capital Management, LLC 0.02% of their portfolio CORNELIUS, NC 5,0945.1k $255.4k $255.4k 0.02% Unchanged
87 United Advisor Group, LLC 0.03% of their portfolio CINCINNATI, OH 5,0265.0k $252.0k $252.0k 0.03% Reduced -485 -485
88 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 4,7914.8k $240.2k $240.2k 0.00% Added +132 +132
89 AXXCESS WEALTH MANAGEMENT, LLC 0.00% of their portfolio CARLSBAD, CA 4,7864.8k $240.0k $240.0k 0.00% New
90 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 4,5944.6k $230.4k $230.4k 0.00% New
91 Advyzon Investment Management, LLC 0.02% of their portfolio LISLE, IL 4,5534.6k $228.3k $228.3k 0.02% Unchanged
92 Sequent Planning LLC 0.05% of their portfolio OMAHA, NE 4,5084.5k $226.1k $226.1k 0.05% Reduced -498 -498
93 Keystone Wealth Services, LLC 0.04% of their portfolio PALM DESERT, CA 4,1594.2k $208.6k $208.6k 0.04% New
94 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 4,0094.0k $201.0k $201.0k 0.00% Added +29 +29
95 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 3,8583.9k $193.5k $193.5k 0.00% First filing
96 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 2,2002.2k $110.3k $110.3k 0.00% Added +1.1k +1,100
97 Oakmont Advisory Group, LLC 0.07% of their portfolio ALBUQUERQUE, NM 1,7621.8k $88.3k $88.3k 0.07% New
98 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 1,6581.7k $83.1k $83.1k 0.00% Unchanged
99 Triumph Capital Management 0.01% of their portfolio DENVER, CO 1,5001.5k $75.2k $75.2k 0.01% Reduced -1.1k -1,095
100 SIGNATUREFD, LLC 0.00% of their portfolio ATLANTA, GA 1,1451.1k $57.4k $57.4k 0.00% Unchanged