Vault-13

FIRST TR EXCHNG TRADED FD VI DJUN

FT VEST US EQT · ETP · CUSIP 33740F714

69 institutional holders -1 vs Q4 2023
1,499,4941.5m shares reported held*
$60.0mreported value*
9 new 10 added 30 reduced 10 sold out net sold ≈ $7.5m (-188.3k 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 ≈ $40.02.

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 44Q4 22: 43Q1 23: 45Q2 23: 56Q3 23: 66Q4 23: 70Q1 24: 6969Q3 22Q1 23Q3 23Q1 24
Numbers
QuarterHolders
Q3 202244
Q4 202243
Q1 202345
Q2 202356
Q3 202366
Q4 202370
Q1 202469

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 23Q3 23: 36 bought or addedQ3 23: 20 cut or sold outQ3 23Q4 23: 15 bought or addedQ4 23: 33 cut or sold outQ4 23Q1 24: 19 bought or addedQ1 24: 40 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q4 20221919
Q1 20231522
Q2 20233421
Q3 20233620
Q4 20231533
Q1 20241940

Biggest buyers

Cetera Investment Advisers Added +75,843+75.8k
JANE STREET GROUP, LLC New +21,183+21.2k
CreativeOne Wealth, LLC New +20,307+20.3k
OLD MISSION CAPITAL LLC Added +17,925+17.9k
CITADEL ADVISORS LLC New +17,659+17.7k
Sage Capital Advisors,llc New +16,967+17.0k
Signal Advisors Wealth, LLC New +14,904+14.9k
LPL Financial LLC Added +13,777+13.8k
Ameritas Advisory Services, LLC Added +7,346+7.3k
Avior Wealth Management, LLC New +7,153+7.2k

Biggest sellers

Janney Montgomery Scott LLC Reduced -96,063-96.1k
Comprehensive Financial Consultants Institutional, Inc. Sold out -42,297-42.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -34,571-34.6k
ENVESTNET ASSET MANAGEMENT INC Reduced -29,663-29.7k
Cetera Advisors LLC Sold out -25,741-25.7k
Clear Creek Financial Management, LLC Reduced -24,788-24.8k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -24,350-24.4k
AE Wealth Management LLC Reduced -22,911-22.9k
OSAIC HOLDINGS, INC. Reduced -21,608-21.6k
DEBUSSY CAPITAL MANAGEMENT LP Sold out -14,929-14.9k

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 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 136,232136.2k $5.5m $5.5m 0.04% Added +5.9k +5,886
2 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 100,208100.2k $4.0m $4.0m 0.01% Reduced -21.6k -21,608
3 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 85,59385.6k $3.4m $3.4m 0.01% Added +75.8k +75,843
4 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 81,73981.7k $3.3m $3.3m 0.01% Reduced -24.4k -24,350
5 REAP Financial Group, LLC 0.86% of their portfolio AUSTIN, TX 78,76078.8k $3.2m $3.2m 0.86% Reduced -4.0k -4,024
6 HARBOUR INVESTMENTS, INC. 0.10% of their portfolio MADISON, WI 73,75973.8k $3.0m $3.0m 0.10% Reduced -526 -526
7 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 72,53872.5k $2.9m $2.9m 0.00% Reduced -29.7k -29,663
8 Per Stirling Capital Management, LLC. 0.44% of their portfolio AUSTIN, TX 66,15566.2k $2.6m $2.6m 0.44% Added +4.3k +4,325
9 SPINNAKER TRUST 0.15% of their portfolio PORTLAND, ME 57,57957.6k $2.3m $2.3m 0.15% Reduced -684 -684
10 Tanglewood Legacy Advisors, LLC 1.05% of their portfolio HOUSTON, TX 53,07453.1k $2.1m $2.1m 1.05% Unchanged
11 Clear Creek Financial Management, LLC 0.17% of their portfolio SILVERDALE, WA 34,15534.2k $1.4m $1.4m 0.17% Reduced -24.8k -24,788
12 Ignite Planners, LLC 0.31% of their portfolio SAN CLEMENTE, CA 27,86027.9k $1.1m $1.1m 0.31% Unchanged
13 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 27,44627.4k $1.1m $1.1m 0.00% Added +13.8k +13,777
14 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 26,86026.9k $1.1m $1.1m 0.01% Reduced -22.9k -22,911
15 EPG Wealth Management LLC 0.24% of their portfolio ATLANTA, GA 24,10024.1k $964.6k $964.6k 0.24% Unchanged
16 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 23,96024.0k $959.0k $959.0k 0.02% Added +17.9k +17,925
17 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 23,32323.3k $933.0k $933.0k 0.00% Reduced -1.3k -1,349
18 Apollon Wealth Management, LLC 0.03% of their portfolio MOUNT PLEASANT, SC 22,24522.2k $890.3k $890.3k 0.03% Unchanged
19 Strategic Blueprint, LLC 0.06% of their portfolio ATLANTA, GA 21,51721.5k $861.2k $861.2k 0.06% Reduced -6.0k -5,995
20 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 21,18321.2k $847.8k $847.8k 0.00% New
21 Maltin Wealth Management, Inc. 0.47% of their portfolio RIDGEWOOD, NJ 20,72220.7k $829.4k $829.4k 0.47% Reduced -4.8k -4,794
22 CreativeOne Wealth, LLC 0.03% of their portfolio OVERLAND PARK, KS 20,30720.3k $813.0k $813.0k 0.03% New
23 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 20,15820.2k $806.8k $806.8k 0.00% Unchanged
24 AlphaStar Capital Management, LLC 0.08% of their portfolio CORNELIUS, NC 20,05420.1k $802.7k $802.7k 0.08% Added +2.2k +2,230
25 Ameritas Advisory Services, LLC 0.03% of their portfolio Lincoln, NE 19,63819.6k $783.0k $783.0k 0.03% Added +7.3k +7,346
26 Sunbelt Securities, Inc. 0.08% of their portfolio HOUSTON, TX 17,86517.9k $715.0k $715.0k 0.08% Reduced -3.9k -3,921
27 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 17,65917.7k $706.8k $706.8k 0.00% New
28 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 17,65417.7k $706.6k $706.6k 0.00% Reduced -385 -385
29 First Heartland Consultants, Inc. 0.07% of their portfolio LAKE ST. LOUIS, MO 17,01017.0k $681.0k $681.0k 0.07% Unchanged
30 Sage Capital Advisors,llc 0.20% of their portfolio SIOUX FALLS, SD 16,96717.0k $679.1k $679.1k 0.20% New
31 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 15,87315.9k $635.3k $635.3k 0.01% Reduced -880 -880
32 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 15,40015.4k $616.4k $616.4k 0.00% Added +1.8k +1,764
33 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 15,08215.1k $603.6k $603.6k 0.00% Reduced -2.1k -2,097
34 Signal Advisors Wealth, LLC 0.15% of their portfolio DETROIT, MI 14,90414.9k $596.5k $596.5k 0.15% New
35 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 14,80214.8k $592.4k $592.4k 0.01% Reduced -3.6k -3,563
36 Mutual Advisors, LLC 0.02% of their portfolio OMAHA, NE 14,28114.3k $571.6k $571.6k 0.02% Reduced -3.6k -3,638
37 Virtue Capital Management, LLC 0.08% of their portfolio BRENTWOOD, TN 10,77910.8k $430.8k $430.8k 0.08% Added +220 +220
38 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 10,16810.2k $407.0k $407.0k 0.00% Reduced -6.0k -6,021
39 Integrity Financial Corp /WA 0.24% of their portfolio JACKSON, WY 8,6998.7k $348.2k $348.2k 0.24% Reduced -962 -962
40 INDEPENDENT FINANCIAL GROUP, LLC 0.02% of their portfolio SAN DIEGO, CA 8,6258.6k $345.2k $345.2k 0.02% Unchanged
41 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 8,5528.6k $342.3k $342.3k 0.02% Unchanged
42 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 7,9107.9k $317.0k $317.0k 0.00% Reduced -96.1k -96,063
43 TOWNSQUARE CAPITAL LLC 0.00% of their portfolio Lehi, UT 7,6857.7k $307.6k $307.6k 0.00% Added +2.3k +2,289
44 BRASS TAX WEALTH MANAGEMENT, INC 0.16% of their portfolio CINCINNATI, OH 7,6177.6k $304.9k $304.9k 0.16% First filing
45 Avior Wealth Management, LLC 0.01% of their portfolio OMAHA, NE 7,1537.2k $286.3k $286.3k 0.01% New
46 StoneX Group Inc. 0.03% of their portfolio NEW YORK, NY 6,9817.0k $279.4k $279.4k 0.03% Unchanged
47 Mariner, LLC 0.00% of their portfolio Overland Park, KS 6,8156.8k $272.8k $272.8k 0.00% Reduced -2.9k -2,945
48 LVZ, Inc. 0.04% of their portfolio Holland, MI 6,7786.8k $271.3k $271.3k 0.04% Unchanged
49 SOA Wealth Advisors, LLC. 0.05% of their portfolio NEW YORK, NY 6,5506.5k $262.2k $262.2k 0.05% Unchanged
50 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 6,4426.4k $257.8k $257.8k 0.00% Reduced -5.3k -5,333
51 Ergawealth Advisors, Inc. 0.13% of their portfolio OAK BROOK, IL 5,7465.7k $230.0k $230.0k 0.13% Reduced -257 -257
52 Schwallier Wealth Management LLC 0.18% of their portfolio GRAND RAPIDS, MI 5,7255.7k $229.1k $229.1k 0.18% Unchanged
53 Rehmann Capital Advisory Group 0.02% of their portfolio LANSING, MI 5,6185.6k $224.9k $224.9k 0.02% Unchanged
54 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 5,2785.3k $211.2k $211.2k 0.00% Reduced -1.6k -1,627
55 ARBOR CAPITAL MANAGEMENT INC /ADV 0.20% of their portfolio ANCHORAGE, AK 5,2145.2k $210.4k $210.4k 0.20% New
56 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 5,1805.2k $207.3k $207.3k 0.00% Reduced -34.6k -34,571
57 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 5,0955.1k $203.9k $203.9k 0.00% New
58 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 3,0093.0k $120.4k $120.4k 0.00% Reduced -1.9k -1,905
59 DHJJ Financial Advisors, Ltd. 0.05% of their portfolio NAPERVILLE, IL 2,9603.0k $118.5k $118.5k 0.05% Reduced -150 -150
60 Glen Eagle Advisors, LLC 0.02% of their portfolio KINGSTON, NJ 2,0002.0k $80.0k $80.0k 0.02% Unchanged
61 Archer Investment Corp 0.01% of their portfolio Carmel, IN 1,0471.0k $41.9k $41.9k 0.01% Unchanged
62 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 1,0461.0k $41.9k $41.9k 0.00% Unchanged
63 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 908908 $36.3k $36.3k 0.00% New
64 CWM, LLC 0.00% of their portfolio OMAHA, NE 784784 $31.0k $31.0k 0.00% Reduced -9.8k -9,755
65 WETZEL INVESTMENT ADVISORS, INC. 0.02% of their portfolio INDIANAPOLIS, IN 647647 $25.5k $25.5k 0.02% Reduced -13 -13
66 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 610610 $24.0k $24.0k 0.00% Unchanged
67 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.00% of their portfolio BLUE BELL, PA 539539 $21.6k $21.6k 0.00% Unchanged
68 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 500500 $20.0k $20.0k 0.00% Unchanged
69 OGOREK ANTHONY JOSEPH /NY/ /ADV 0.00% of their portfolio WILLIAMSVILLE, NY 172172 $6.0k $6.0k 0.00% Reduced -1.3k -1,287