Vault-13

FIRST TR EXCHNG TRADED FD VI DJUN

FT VEST US EQT · ETP · CUSIP 33740F714

56 institutional holders +11 vs Q1 2023
1,301,3331.3m shares reported held*
$46.7mreported value*
20 new 14 added 10 reduced 11 sold out net bought ≈ $14.8m (+416.9k 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 ≈ $35.88.

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 44Q4 22: 43Q1 23: 45Q2 23: 5656Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 202244
Q4 202243
Q1 202345
Q2 202356

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 23Q2 23: 34 bought or addedQ2 23: 21 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 20221919
Q1 20231522
Q2 20233421

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +80,762+80.8k
Per Stirling Capital Management, LLC. New +78,102+78.1k
Janney Montgomery Scott LLC New +47,759+47.8k
OSAIC HOLDINGS, INC. Added +43,387+43.4k
Comprehensive Financial Consultants Institutional, Inc. New +42,829+42.8k
CreativeOne Wealth, LLC New +39,662+39.7k
Maltin Wealth Management, Inc. New +30,840+30.8k
Clear Creek Financial Management, LLC New +27,842+27.8k
Mutual Advisors, LLC New +20,940+20.9k
Kestra Advisory Services, LLC Added +20,389+20.4k

Biggest sellers

SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -33,575-33.6k
OLD MISSION CAPITAL LLC Sold out -29,096-29.1k
MRA Advisory Group Sold out -23,073-23.1k
CITADEL ADVISORS LLC Sold out -21,514-21.5k
Cetera Advisors LLC Reduced -15,717-15.7k
WOLVERINE TRADING, LLC Sold out -10,342-10.3k
Main Street Financial Solutions, LLC Sold out -7,405-7.4k
TOWNSQUARE CAPITAL LLC Reduced -7,065-7.1k
AVANTAX ADVISORY SERVICES, INC. Sold out -6,000-6.0k
FSB PREMIER WEALTH MANAGEMENT, INC. Reduced -5,230-5.2k

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

Holders, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 135,529135.5k $4.9m $4.9m 0.01% Added +43.4k +43,387
2 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 93,32593.3k $3.4m $3.4m 0.00% Added +80.8k +80,762
3 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 86,69186.7k $3.1m $3.1m 0.01% Added +3.6k +3,627
4 Per Stirling Capital Management, LLC. 0.57% of their portfolio AUSTIN, TX 78,10278.1k $2.8m $2.8m 0.57% New
5 HARBOUR INVESTMENTS, INC. 0.12% of their portfolio MADISON, WI 69,65169.7k $2.5m $2.5m 0.12% Reduced -4.2k -4,204
6 Tanglewood Legacy Advisors, LLC 1.11% of their portfolio HOUSTON, TX 53,07453.1k $1.9m $1.9m 1.11% Added +4.0k +4,000
7 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 47,75947.8k $1.7m $1.7m 0.01% New
8 Comprehensive Financial Consultants Institutional, Inc. 0.82% of their portfolio Bloomington, IN 42,82942.8k $1.6m $1.6m 0.82% New
9 CreativeOne Wealth, LLC 0.03% of their portfolio OVERLAND PARK, KS 39,66239.7k $1.3m $1.3m 0.03% New
10 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 36,41136.4k $1.3m $1.3m 0.01% Added +754 +754
11 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 34,35634.4k $1.2m $1.2m 0.01% Added +20.4k +20,389
12 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 33,23733.2k $1.2m $1.2m 0.01% Added +6.1k +6,105
13 Maltin Wealth Management, Inc. 0.79% of their portfolio RIDGEWOOD, NJ 30,84030.8k $1.1m $1.1m 0.79% New
14 Apollon Wealth Management, LLC 0.05% of their portfolio MOUNT PLEASANT, SC 29,48829.5k $1.1m $1.1m 0.05% Unchanged
15 Ignite Planners, LLC 0.38% of their portfolio SAN CLEMENTE, CA 27,84527.8k $997.9k $997.9k 0.38% Unchanged
16 Clear Creek Financial Management, LLC 0.17% of their portfolio SILVERDALE, WA 27,84227.8k $1.0m $1.0m 0.17% New
17 Strategic Blueprint, LLC 0.09% of their portfolio ATLANTA, GA 25,98926.0k $936.9k $936.9k 0.09% Added +13.1k +13,149
18 EPG Wealth Management LLC 0.27% of their portfolio ATLANTA, GA 24,90024.9k $897.6k $897.6k 0.27% Unchanged
19 Sunbelt Securities, Inc. 0.11% of their portfolio HOUSTON, TX 21,78621.8k $785.4k $785.4k 0.11% Unchanged
20 Cetera Advisors LLC 0.01% of their portfolio DENVER, CO 21,67621.7k $781.4k $781.4k 0.01% Reduced -15.7k -15,717
21 Mutual Advisors, LLC 0.03% of their portfolio OMAHA, NE 20,94020.9k $754.9k $754.9k 0.03% New
22 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 20,15820.2k $726.7k $726.7k 0.00% First filing
23 AlphaStar Capital Management, LLC 0.08% of their portfolio CORNELIUS, NC 20,05420.1k $722.9k $722.9k 0.08% New
24 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 18,19818.2k $605.3k $605.3k 0.01% Added +9.1k +9,099
25 Ameritas Advisory Services, LLC 0.08% of their portfolio Lincoln, NE 17,53517.5k $628.4k $628.4k 0.08% Added +5.5k +5,459
26 WEALTHSOURCE PARTNERS, LLC 0.04% of their portfolio SAN LUIS OBISPO, CA 17,00017.0k $612.8k $612.8k 0.04% Unchanged
27 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 16,74216.7k $603.5k $603.5k 0.01% Reduced -3.1k -3,054
28 First Heartland Consultants, Inc. 0.07% of their portfolio LAKE ST. LOUIS, MO 15,22715.2k $548.9k $548.9k 0.07% New
29 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 14,97715.0k $539.9k $539.9k 0.00% New
30 TOWNSQUARE CAPITAL LLC 0.01% of their portfolio Lehi, UT 14,65714.7k $528.4k $528.4k 0.01% Reduced -7.1k -7,065
31 Integrity Financial Corp /WA 0.31% of their portfolio JACKSON, WY 11,51911.5k $415.2k $415.2k 0.31% Added +3.7k +3,705
32 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 11,36911.4k $409.8k $409.8k 0.01% Unchanged
33 Hartford Financial Management Inc. 0.10% of their portfolio WEST HARTFORD, CT 10,94310.9k $394.5k $394.5k 0.10% Reduced -170 -170
34 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 9,8779.9k $356.1k $356.1k 0.00% Reduced -4.5k -4,500
35 Sovereign Financial Group, Inc. 0.11% of their portfolio STAMFORD, CT 9,6659.7k $348.4k $348.4k 0.11% Added +285 +285
36 Virtue Capital Management, LLC 0.06% of their portfolio BRENTWOOD, TN 9,3619.4k $337.7k $337.7k 0.06% New
37 CWM, LLC 0.00% of their portfolio OMAHA, NE 9,2729.3k $334.0k $334.0k 0.00% New
38 Onyx Bridge Wealth Group LLC 0.08% of their portfolio TARRYTOWN, NY 9,0309.0k $325.5k $325.5k 0.08% New
39 GTS SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 8,0028.0k $288.5k $288.5k 0.01% First filing
40 LVZ, Inc. 0.03% of their portfolio Holland, MI 6,7786.8k $244.3k $244.3k 0.03% Unchanged
41 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 6,6436.6k $239.5k $239.5k 0.00% New
42 Echo Wealth Management, LLC 0.26% of their portfolio PLYMOUTH, MN 6,5926.6k $240.1k $240.1k 0.26% Unchanged
43 SOA Wealth Advisors, LLC. 0.06% of their portfolio NEW YORK, NY 6,5506.5k $236.1k $236.1k 0.06% New
44 FSB PREMIER WEALTH MANAGEMENT, INC. 0.13% of their portfolio WATERLOO, IA 6,5306.5k $235.4k $235.4k 0.13% Reduced -5.2k -5,230
45 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 6,3816.4k $230.0k $230.0k 0.00% New
46 Ergawealth Advisors, Inc. 0.15% of their portfolio OAK BROOK, IL 6,0036.0k $216.4k $216.4k 0.15% New
47 ARBOR CAPITAL MANAGEMENT INC /ADV 0.16% of their portfolio ANCHORAGE, AK 5,7595.8k $207.6k $207.6k 0.16% Reduced -912 -912
48 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 5,7035.7k $205.6k $205.6k 0.00% New
49 Rehmann Capital Advisory Group 0.02% of their portfolio LANSING, MI 5,6185.6k $202.5k $202.5k 0.02% New
50 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 3,5873.6k $129.3k $129.3k 0.00% New
51 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 3,3613.4k $121.2k $121.2k 0.00% Added +3.2k +3,231
52 Glen Eagle Advisors, LLC 0.02% of their portfolio KINGSTON, NJ 2,0002.0k $72.1k $72.1k 0.02% Unchanged
53 City State Bank 0.03% of their portfolio NORWALK, IA 1,7501.8k $63.0k $63.0k 0.03% Reduced -4.4k -4,400
54 Archer Investment Corp 0.01% of their portfolio Carmel, IN 1,0471.0k $37.7k $37.7k 0.01% Unchanged
55 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 1,0461.0k $37.7k $37.7k 0.00% Added +446 +446
56 WealthPLAN Partners, LLC 0.00% of their portfolio OMAHA, NE 467467 $16.8k $16.8k 0.00% Reduced -2.4k -2,382