Vault-13

FIRST TR EXCHNG TRADED FD VI DJUN

FT VEST US EQT · ETP · CUSIP 33740F714

45 institutional holders +2 vs Q4 2022
856,277856.3k shares reported held*
$29.1mreported value*
8 new 7 added 16 reduced 6 sold out net sold ≈ $2.2m (-63.8k 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 ≈ $34.04.

Trends to Q1 2023

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 44Q4 22: 43Q1 23: 4545Q3 22Q4 22Q1 23
Numbers
QuarterHolders
Q3 202244
Q4 202243
Q1 202345

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q4 22: 19 bought or addedQ4 22: 19 cut or sold outQ4 22Q1 23: 15 bought or addedQ1 23: 22 cut or sold outQ1 23
Numbers
QuarterBought or addedCut or sold out
Q4 20221919
Q1 20231522

Biggest buyers

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +23,617+23.6k
TOWNSQUARE CAPITAL LLC New +21,722+21.7k
OLD MISSION CAPITAL LLC Added +14,433+14.4k
Stratos Wealth Partners, LTD. New +11,369+11.4k
CITADEL ADVISORS LLC Added +10,562+10.6k
Apollon Wealth Management, LLC Added +9,751+9.8k
Echo Wealth Management, LLC New +6,592+6.6k
MRA Advisory Group Added +6,066+6.1k
AVANTAX ADVISORY SERVICES, INC. New +6,000+6.0k
WealthPLAN Partners, LLC New +2,849+2.8k

Biggest sellers

CreativeOne Wealth, LLC Sold out -55,134-55.1k
Sage Capital Advisors,llc Sold out -17,788-17.8k
WEALTHSOURCE PARTNERS, LLC Reduced -11,890-11.9k
ENVESTNET ASSET MANAGEMENT INC Reduced -11,776-11.8k
Cetera Investment Advisers Reduced -10,901-10.9k
1ST SOURCE BANK Sold out -10,665-10.7k
NewEdge Advisors, LLC Sold out -9,386-9.4k
Ameritas Advisory Services, LLC Reduced -8,818-8.8k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -8,284-8.3k
IFP Advisors, Inc Reduced -8,265-8.3k

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, Q1 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 92,14292.1k $3.1m $3.1m 0.01% Reduced -2.7k -2,655
2 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 83,06483.1k $2.8m $2.8m 0.01% Reduced -8.3k -8,284
3 HARBOUR INVESTMENTS, INC. 0.14% of their portfolio MADISON, WI 73,85573.9k $2.5m $2.5m 0.14% Reduced -589 -589
4 Tanglewood Legacy Advisors, LLC 1.07% of their portfolio HOUSTON, TX 49,07449.1k $1.7m $1.7m 1.07% Reduced -172 -172
5 Cetera Advisors LLC 0.02% of their portfolio DENVER, CO 37,39337.4k $1.3m $1.3m 0.02% Reduced -6.5k -6,497
6 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 35,65735.7k $1.2m $1.2m 0.01% Added +377 +377
7 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 33,57533.6k $1.1m $1.1m 0.00% Added +23.6k +23,617
8 Apollon Wealth Management, LLC 0.06% of their portfolio MOUNT PLEASANT, SC 29,48829.5k $1.0m $1.0m 0.06% Added +9.8k +9,751
9 OLD MISSION CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 29,09629.1k $991.9k $991.9k 0.03% Added +14.4k +14,433
10 Ignite Planners, LLC 0.39% of their portfolio SAN CLEMENTE, CA 27,84527.8k $950.6k $950.6k 0.39% Unchanged
11 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 27,13227.1k $924.9k $924.9k 0.01% Reduced -106 -106
12 EPG Wealth Management LLC 0.27% of their portfolio ATLANTA, GA 24,90024.9k $848.8k $848.8k 0.27% Reduced -275 -275
13 MRA Advisory Group 0.57% of their portfolio PARSIPPANY, NJ 23,07323.1k $786.6k $786.6k 0.57% Added +6.1k +6,066
14 Sunbelt Securities, Inc. 0.12% of their portfolio HOUSTON, TX 21,78621.8k $735.6k $735.6k 0.12% Unchanged
15 TOWNSQUARE CAPITAL LLC 0.02% of their portfolio Lehi, UT 21,72221.7k $740.5k $740.5k 0.02% New
16 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 21,51421.5k $733.4k $733.4k 0.00% Added +10.6k +10,562
17 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 19,79619.8k $674.9k $674.9k 0.01% Reduced -10.9k -10,901
18 WEALTHSOURCE PARTNERS, LLC 0.04% of their portfolio SAN LUIS OBISPO, CA 17,00017.0k $579.5k $579.5k 0.04% Reduced -11.9k -11,890
19 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 14,37714.4k $490.1k $490.1k 0.01% Unchanged
20 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 13,96714.0k $476.1k $476.1k 0.01% Unchanged
21 Strategic Blueprint, LLC 0.05% of their portfolio ATLANTA, GA 12,84012.8k $437.7k $437.7k 0.05% Reduced -433 -433
22 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 12,56312.6k $428.3k $428.3k 0.00% Reduced -11.8k -11,776
23 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 12,07612.1k $412.4k $412.4k 0.02% Reduced -8.8k -8,818
24 FSB PREMIER WEALTH MANAGEMENT, INC. 0.22% of their portfolio WATERLOO, IA 11,76011.8k $400.9k $400.9k 0.22% Reduced -1.7k -1,671
25 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 11,36911.4k $387.6k $387.6k 0.01% New
26 Hartford Financial Management Inc. 0.10% of their portfolio WEST HARTFORD, CT 11,11311.1k $378.8k $378.8k 0.10% Reduced -336 -336
27 WOLVERINE TRADING, LLC 0.01% of their portfolio CHICAGO, IL 10,34210.3k $349.0k $349.0k 0.01% Added +1.5k +1,538
28 Sovereign Financial Group, Inc. 0.12% of their portfolio STAMFORD, CT 9,3809.4k $319.8k $319.8k 0.12% Unchanged
29 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 9,0999.1k $277.3k $277.3k 0.01% Reduced -8.3k -8,265
30 Integrity Financial Corp /WA 0.22% of their portfolio JACKSON, WY 7,8147.8k $266.4k $266.4k 0.22% Unchanged
31 Main Street Financial Solutions, LLC 0.04% of their portfolio NEWTOWN, PA 7,4057.4k $252.4k $252.4k 0.04% Unchanged
32 LVZ, Inc. 0.03% of their portfolio Holland, MI 6,7786.8k $231.1k $231.1k 0.03% Unchanged
33 ARBOR CAPITAL MANAGEMENT INC /ADV 0.18% of their portfolio ANCHORAGE, AK 6,6716.7k $227.7k $227.7k 0.18% Unchanged
34 Echo Wealth Management, LLC 0.25% of their portfolio PLYMOUTH, MN 6,5926.6k $224.7k $224.7k 0.25% New
35 City State Bank 0.12% of their portfolio NORWALK, IA 6,1506.2k $210.0k $210.0k 0.12% Unchanged
36 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 6,0006.0k $204.5k $204.5k 0.00% New
37 UBS Group AG 0.00% of their portfolio ZURICH, V8 3,8693.9k $131.9k $131.9k 0.00% Reduced -133 -133
38 WealthPLAN Partners, LLC 0.01% of their portfolio OMAHA, NE 2,8492.8k $97.1k $97.1k 0.01% New
39 Glen Eagle Advisors, LLC 0.02% of their portfolio KINGSTON, NJ 2,0002.0k $68.2k $68.2k 0.02% Unchanged
40 Archer Investment Corp 0.01% of their portfolio Carmel, IN 1,0471.0k $35.7k $35.7k 0.01% Unchanged
41 Avior Wealth Management, LLC 0.00% of their portfolio OMAHA, NE 675675 $23.0k $23.0k 0.00% New
42 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 600600 $20.5k $20.5k 0.00% Unchanged
43 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.00% of their portfolio RICHMOND, VA 500500 $17.0k $17.0k 0.00% Unchanged
44 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 199199 $6.8k $6.8k 0.00% New
45 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 130130 $4.4k $4.4k 0.00% New