Vault-13

FIRST TR EXCHNG TRADED FD VI DJUN

FT VEST US EQT · ETP · CUSIP 33740F714

43 institutional holders -1 vs Q3 2022
920,042920.0k shares reported held*
$29.7mreported value*
8 new 11 added 12 reduced 7 sold out net bought ≈ $749.6k (+23.2k 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 ≈ $32.32.

Trends to Q4 2022

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 44Q4 22: 4343Q3 22Q4 22
Numbers
QuarterHolders
Q3 202244
Q4 202243

Biggest buyers

Ignite Planners, LLC New +27,845+27.8k
OLD MISSION CAPITAL LLC New +14,663+14.7k
Apollon Wealth Management, LLC Added +10,892+10.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +9,958+10.0k
NewEdge Advisors, LLC New +9,386+9.4k
Cetera Advisor Networks LLC New +7,467+7.5k
Ameritas Advisory Services, LLC Added +6,888+6.9k
OSAIC HOLDINGS, INC. Added +6,635+6.6k
CreativeOne Wealth, LLC Added +6,548+6.5k
MONEY CONCEPTS CAPITAL CORP New +6,404+6.4k

Biggest sellers

MRA Advisory Group Reduced -21,194-21.2k
GeoWealth Management, LLC Sold out -19,250-19.2k
TRUSTCORE FINANCIAL SERVICES, LLC Sold out -9,541-9.5k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -9,454-9.5k
WOLVERINE TRADING, LLC Reduced -7,809-7.8k
Triumph Capital Management Sold out -6,608-6.6k
Cetera Advisors LLC Reduced -4,582-4.6k
Sunbelt Securities, Inc. Reduced -4,492-4.5k
AlphaMark Advisors, LLC Sold out -4,086-4.1k
WEALTHSOURCE PARTNERS, LLC Reduced -2,600-2.6k

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 -4.3 pts · filed 2026-07-22 48.8% -4.3 pts 3.2m≈ $158.6m 2026-07-22

Holders, Q4 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 94,79794.8k $3.1m $3.1m 0.01% Added +6.6k +6,635
2 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 91,34891.3k $3.0m $3.0m 0.01% Reduced -9.5k -9,454
3 HARBOUR INVESTMENTS, INC. 0.15% of their portfolio MADISON, WI 74,44474.4k $2.4m $2.4m 0.15% Added +59 +59
4 CreativeOne Wealth, LLC 0.10% of their portfolio OVERLAND PARK, KS 55,13455.1k $1.8m $1.8m 0.10% Added +6.5k +6,548
5 Tanglewood Legacy Advisors, LLC 1.13% of their portfolio HOUSTON, TX 49,24649.2k $1.6m $1.6m 1.13% First filing
6 Cetera Advisors LLC 0.03% of their portfolio DENVER, CO 43,89043.9k $1.4m $1.4m 0.03% Reduced -4.6k -4,582
7 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 35,28035.3k $1.1m $1.1m 0.01% Reduced -672 -672
8 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 30,69730.7k $991.9k $991.9k 0.01% Added +868 +868
9 WEALTHSOURCE PARTNERS, LLC 0.07% of their portfolio SAN LUIS OBISPO, CA 28,89028.9k $933.5k $933.5k 0.07% Reduced -2.6k -2,600
10 Ignite Planners, LLC 0.39% of their portfolio SAN CLEMENTE, CA 27,84527.8k $935.3k $935.3k 0.39% New
11 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 27,23827.2k $880.1k $880.1k 0.01% Added +1.4k +1,440
12 EPG Wealth Management LLC 0.31% of their portfolio ATLANTA, GA 25,17525.2k $813.5k $813.5k 0.31% Unchanged
13 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 24,33924.3k $786.4k $786.4k 0.00% Added +4.5k +4,473
14 Sunbelt Securities, Inc. 0.14% of their portfolio HOUSTON, TX 21,78621.8k $704.0k $704.0k 0.14% Reduced -4.5k -4,492
15 Ameritas Advisory Services, LLC 0.03% of their portfolio Lincoln, NE 20,89420.9k $675.1k $675.1k 0.03% Added +6.9k +6,888
16 Apollon Wealth Management, LLC 0.05% of their portfolio MOUNT PLEASANT, SC 19,73719.7k $637.7k $637.7k 0.05% Added +10.9k +10,892
17 Sage Capital Advisors,llc 0.25% of their portfolio SIOUX FALLS, SD 17,78817.8k $574.8k $574.8k 0.25% Reduced -1.5k -1,462
18 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 17,36417.4k $530.0k $530.0k 0.01% Reduced -2.5k -2,545
19 MRA Advisory Group 0.43% of their portfolio PARSIPPANY, NJ 17,00717.0k $549.5k $549.5k 0.43% Reduced -21.2k -21,194
20 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 14,66314.7k $473.8k $473.8k 0.02% New
21 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 14,37714.4k $464.6k $464.6k 0.01% Reduced -355 -355
22 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 13,96714.0k $451.3k $451.3k 0.00% Added +2.4k +2,435
23 FSB PREMIER WEALTH MANAGEMENT, INC. 0.24% of their portfolio WATERLOO, IA 13,43113.4k $434.0k $434.0k 0.24% Unchanged
24 Strategic Blueprint, LLC 0.05% of their portfolio ATLANTA, GA 13,27313.3k $428.9k $428.9k 0.05% Reduced -1.3k -1,334
25 Hartford Financial Management Inc. 0.10% of their portfolio WEST HARTFORD, CT 11,44911.4k $369.9k $369.9k 0.10% Unchanged
26 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 10,95211.0k $353.9k $353.9k 0.00% Added +1.0k +1,000
27 1ST SOURCE BANK 0.02% of their portfolio SOUTH BEND, IN 10,66510.7k $344.6k $344.6k 0.02% Unchanged
28 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 9,95810.0k $321.8k $321.8k 0.00% New
29 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 9,3869.4k $303.3k $303.3k 0.01% New
30 Sovereign Financial Group, Inc. 0.12% of their portfolio STAMFORD, CT 9,3809.4k $303.1k $303.1k 0.12% Added +433 +433
31 WOLVERINE TRADING, LLC 0.00% of their portfolio CHICAGO, IL 8,8048.8k $284.0k $284.0k 0.00% Reduced -7.8k -7,809
32 Integrity Financial Corp /WA 0.24% of their portfolio JACKSON, WY 7,8147.8k $252.5k $252.5k 0.24% Unchanged
33 Cetera Advisor Networks LLC 0.00% of their portfolio EL SEGUNDO, CA 7,4677.5k $241.3k $241.3k 0.00% New
34 Main Street Financial Solutions, LLC 0.04% of their portfolio NEWTOWN, PA 7,4057.4k $239.0k $239.0k 0.04% Unchanged
35 LVZ, Inc. 0.03% of their portfolio Holland, MI 6,7786.8k $219.0k $219.0k 0.03% Unchanged
36 ARBOR CAPITAL MANAGEMENT INC /ADV 0.19% of their portfolio ANCHORAGE, AK 6,6716.7k $214.8k $214.8k 0.19% Unchanged
37 MONEY CONCEPTS CAPITAL CORP 0.01% of their portfolio PALM BEACH GARDENS, FL 6,4046.4k $206.9k $206.9k 0.01% New
38 City State Bank 0.12% of their portfolio NORWALK, IA 6,1506.2k $199.0k $199.0k 0.12% Reduced -1.8k -1,750
39 UBS Group AG 0.00% of their portfolio ZURICH, V8 4,0024.0k $129.3k $129.3k 0.00% New
40 Glen Eagle Advisors, LLC 0.02% of their portfolio KINGSTON, NJ 2,0002.0k $64.6k $64.6k 0.02% Unchanged
41 Archer Investment Corp 0.01% of their portfolio Carmel, IN 1,0471.0k $33.8k $33.8k 0.01% Unchanged
42 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 600600 $19.4k $19.4k 0.00% Unchanged
43 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.00% of their portfolio RICHMOND, VA 500500 $16.2k $16.2k 0.00% New