Vault-13

FIRST TR EXCHNG TRADED FD VI DJUN

FT VEST US EQT · ETP · CUSIP 33740F714

99 institutional holders +13 vs Q2 2024
2,345,6252.3m shares reported held*
$99.8mreported value*
18 new 37 added 24 reduced 6 sold out net bought ≈ $22.5m (+528.7k 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 ≈ $42.56.

Trends to Q3 2024

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 44Q4 22: 43Q1 23: 45Q2 23: 56Q3 23: 66Q4 23: 70Q1 24: 69Q2 24: 86Q3 24: 9999Q3 22Q1 23Q3 23Q1 24Q3 24
Numbers
QuarterHolders
Q3 202244
Q4 202243
Q1 202345
Q2 202356
Q3 202366
Q4 202370
Q1 202469
Q2 202486
Q3 202499

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 22: 19 bought or addedQ4 22: 19 cut or sold outQ1 23: 15 bought or addedQ1 23: 22 cut or sold outQ1 23Q2 23: 34 bought or addedQ2 23: 21 cut or sold outQ3 23: 36 bought or addedQ3 23: 20 cut or sold outQ3 23Q4 23: 15 bought or addedQ4 23: 33 cut or sold outQ1 24: 19 bought or addedQ1 24: 40 cut or sold outQ1 24Q2 24: 46 bought or addedQ2 24: 28 cut or sold outQ3 24: 55 bought or addedQ3 24: 30 cut or sold outQ3 24
Numbers
QuarterBought or addedCut or sold out
Q4 20221919
Q1 20231522
Q2 20233421
Q3 20233620
Q4 20231533
Q1 20241940
Q2 20244628
Q3 20245530

Biggest buyers

Concurrent Investment Advisors, LLC New +91,924+91.9k
Signal Advisors Wealth, LLC New +72,549+72.5k
Foguth Wealth Management, LLC. New +63,739+63.7k
NATIONS FINANCIAL GROUP INC, /IA/ /ADV New +50,681+50.7k
REAP Financial Group, LLC Added +43,421+43.4k
CWM, LLC Added +41,122+41.1k
EPG Wealth Management LLC Added +37,500+37.5k
WORLD EQUITY GROUP, INC. New +26,192+26.2k
COMMONWEALTH EQUITY SERVICES, LLC Added +22,915+22.9k
Cambridge Investment Research Advisors, Inc. Added +20,457+20.5k

Biggest sellers

HARBOUR INVESTMENTS, INC. Reduced -42,630-42.6k
SPINNAKER TRUST Reduced -30,707-30.7k
GTS SECURITIES LLC Sold out -15,481-15.5k
OSAIC HOLDINGS, INC. Reduced -14,141-14.1k
Virtue Capital Management, LLC Sold out -11,161-11.2k
Sequent Planning LLC Reduced -6,007-6.0k
Ergawealth Advisors, Inc. Sold out -5,864-5.9k
CoreFirst Bank & Trust Reduced -5,585-5.6k
CITADEL ADVISORS LLC Reduced -5,488-5.5k
Chris Bulman Inc Sold out -4,642-4.6k

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, Q3 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 190,177190.2k $8.1m $8.1m 0.04% Reduced -414 -414
2 REAP Financial Group, LLC 1.37% of their portfolio AUSTIN, TX 131,078131.1k $5.6m $5.6m 1.37% Added +43.4k +43,421
3 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 127,908127.9k $5.4m $5.4m 0.01% Added +22.9k +22,915
4 Sequent Planning LLC 1.50% of their portfolio OMAHA, NE 102,452102.5k $4.4m $4.4m 1.50% Reduced -6.0k -6,007
5 Concurrent Investment Advisors, LLC 0.12% of their portfolio Tampa, FL 91,92491.9k $3.9m $3.9m 0.12% New
6 Signal Advisors Wealth, LLC 0.44% of their portfolio DETROIT, MI 72,54972.5k $3.1m $3.1m 0.44% New
7 Per Stirling Capital Management, LLC. 0.41% of their portfolio AUSTIN, TX 69,10269.1k $2.9m $2.9m 0.41% Added +780 +780
8 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 66,48366.5k $2.8m $2.8m 0.01% Reduced -14.1k -14,141
9 Foguth Wealth Management, LLC. 0.98% of their portfolio BRIGHTON, MI 63,73963.7k $2.7m $2.7m 0.98% New
10 CWM, LLC 0.01% of their portfolio OMAHA, NE 62,27162.3k $2.6m $2.6m 0.01% Added +41.1k +41,122
11 Tanglewood Legacy Advisors, LLC 0.96% of their portfolio HOUSTON, TX 51,03851.0k $2.2m $2.2m 0.96% Reduced -1.8k -1,766
12 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.16% of their portfolio CEDAR RAPIDS, IA 50,68150.7k $2.2m $2.2m 0.16% New
13 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 46,66046.7k $2.0m $2.0m 0.01% Added +20.5k +20,457
14 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 43,61943.6k $1.9m $1.9m 0.00% Added +9.7k +9,705
15 HARBOUR INVESTMENTS, INC. 0.05% of their portfolio MADISON, WI 38,27038.3k $1.6m $1.6m 0.05% Reduced -42.6k -42,630
16 Atria Wealth Solutions, Inc. 0.02% of their portfolio NEW YORK, NY 37,76537.8k $1.6m $1.6m 0.02% Added +4.9k +4,894
17 EPG Wealth Management LLC 0.40% of their portfolio ATLANTA, GA 37,50037.5k $1.6m $1.6m 0.40% Added +37.5k +37,500
18 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 36,20836.2k $1.5m $1.5m 0.00% Added +2.5k +2,512
19 Clear Creek Financial Management, LLC 0.17% of their portfolio SILVERDALE, WA 35,01335.0k $1.5m $1.5m 0.17% Added +2.9k +2,909
20 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 34,78434.8k $1.5m $1.5m 0.00% Added +13.8k +13,772
21 Santori & Peters, Inc. 0.57% of their portfolio CANONSBURG, PA 33,50233.5k $1.4m $1.4m 0.57% Added +354 +354
22 Strategic Blueprint, LLC 0.09% of their portfolio ATLANTA, GA 32,47832.5k $1.4m $1.4m 0.09% Reduced -319 -319
23 Freedom Investment Management, Inc. 0.11% of their portfolio SOUTH WINDSOR, CT 32,03532.0k $1.4m $1.4m 0.11% Reduced -1.4k -1,378
24 Ignite Planners, LLC 0.31% of their portfolio SAN CLEMENTE, CA 31,53531.5k $1.3m $1.3m 0.31% Added +3.7k +3,660
25 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 31,03731.0k $1.3m $1.3m 0.00% Reduced -11 -11
26 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 29,81829.8k $1.3m $1.3m 0.01% Added +5.7k +5,678
27 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 28,66728.7k $1.2m $1.2m 0.00% Added +4.7k +4,651
28 Ameritas Advisory Services, LLC 0.05% of their portfolio Lincoln, NE 27,73327.7k $1.2m $1.2m 0.05% Reduced -560 -560
29 WORLD EQUITY GROUP, INC. 0.40% of their portfolio SCHAUMBURG, IL 26,19226.2k $1.1m $1.1m 0.40% New
30 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 25,70525.7k $1.1m $1.1m 0.00% Added +5.5k +5,547
31 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 22,88322.9k $973.8k $973.8k 0.00% Added +1.2k +1,188
32 Pinnacle Wealth Planning Services, Inc. 0.13% of their portfolio MANSFIELD, OH 22,45522.5k $955.6k $955.6k 0.13% Added +1.8k +1,827
33 Sage Capital Advisors,llc 0.25% of their portfolio SIOUX FALLS, SD 22,25522.3k $947.1k $947.1k 0.25% Added +14.9k +14,920
34 StoneX Group Inc. 0.07% of their portfolio NEW YORK, NY 22,20122.2k $944.8k $944.8k 0.07% Added +975 +975
35 Integrity Financial Corp /WA 0.54% of their portfolio JACKSON, WY 21,42921.4k $912.0k $912.0k 0.54% Added +4.6k +4,620
36 SPINNAKER TRUST 0.05% of their portfolio PORTLAND, ME 20,59620.6k $876.5k $876.5k 0.05% Reduced -30.7k -30,707
37 AlphaStar Capital Management, LLC 0.07% of their portfolio CORNELIUS, NC 20,05420.1k $853.4k $853.4k 0.07% Unchanged
38 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 19,17519.2k $816.0k $816.0k 0.00% Added +4.6k +4,583
39 Apollon Wealth Management, LLC 0.02% of their portfolio MOUNT PLEASANT, SC 17,81017.8k $757.9k $757.9k 0.02% Reduced -1.2k -1,232
40 Spire Wealth Management 0.02% of their portfolio MCLEAN, VA 17,35617.4k $738.7k $738.7k 0.02% Added +14.3k +14,347
41 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 17,00017.0k $723.5k $723.5k 0.01% Unchanged
42 Diversify Advisory Services, LLC 0.04% of their portfolio SANDY, UT 17,00017.0k $730.2k $730.2k 0.04% Unchanged
43 Sunbelt Securities, Inc. 0.07% of their portfolio HOUSTON, TX 15,84915.8k $674.5k $674.5k 0.07% Added +1.2k +1,209
44 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 15,58315.6k $663.2k $663.2k 0.01% Reduced -290 -290
45 Schwallier Wealth Management LLC 0.47% of their portfolio GRAND RAPIDS, MI 15,32015.3k $652.0k $652.0k 0.47% Added +9.6k +9,595
46 BRASS TAX WEALTH MANAGEMENT, INC 0.09% of their portfolio CINCINNATI, OH 15,23415.2k $648.3k $648.3k 0.09% Added +7.6k +7,617
47 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 14,62214.6k $622.0k $622.0k 0.00% Added +6.7k +6,712
48 Mutual Advisors, LLC 0.02% of their portfolio OMAHA, NE 14,34314.3k $613.9k $613.9k 0.02% Added +997 +997
49 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 13,25113.3k $563.9k $563.9k 0.01% Added +140 +140
50 BROWN ADVISORY INC 0.00% of their portfolio BALTIMORE, MD 12,25212.3k $521.4k $521.4k 0.00% Unchanged
51 First Heartland Consultants, Inc. 0.05% of their portfolio LAKE ST. LOUIS, MO 11,95011.9k $509.0k $509.0k 0.05% Reduced -1.7k -1,741
52 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 11,66811.7k $496.6k $496.6k 0.00% Reduced -2.6k -2,578
53 SOA Wealth Advisors, LLC. 0.09% of their portfolio NEW YORK, NY 11,52211.5k $490.3k $490.3k 0.09% Added +5.0k +4,972
54 Comprehensive Financial Consultants Institutional, Inc. 0.18% of their portfolio Bloomington, IN 11,38911.4k $484.7k $484.7k 0.18% Added +991 +991
55 BlueChip Wealth Advisors LLC 0.25% of their portfolio Milton, GA 11,26411.3k $479.4k $479.4k 0.25% Added +5.8k +5,816
56 Mariner, LLC 0.00% of their portfolio Overland Park, KS 10,99511.0k $467.9k $467.9k 0.00% Added +4.0k +4,050
57 Capital Asset Advisory Services LLC 0.02% of their portfolio Williamston, MI 10,79910.8k $459.2k $459.2k 0.02% Unchanged
58 AXXCESS WEALTH MANAGEMENT, LLC 0.01% of their portfolio CARLSBAD, CA 10,79910.8k $459.6k $459.6k 0.01% Unchanged
59 OGOREK ANTHONY JOSEPH /NY/ /ADV 0.15% of their portfolio WILLIAMSVILLE, NY 10,06910.1k $428.0k $428.0k 0.15% Added +9.9k +9,897
60 JIM SAULNIER & ASSOCIATES, LLC 0.41% of their portfolio FORT COLLINS, CO 9,97210.0k $424.4k $424.4k 0.41% First filing
61 TOWNSQUARE CAPITAL LLC 0.01% of their portfolio Lehi, UT 9,9099.9k $421.7k $421.7k 0.01% Added +935 +935
62 Maltin Wealth Management, Inc. 0.20% of their portfolio RIDGEWOOD, NJ 9,4459.4k $402.0k $402.0k 0.20% Unchanged
63 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 9,3829.4k $399.0k $399.0k 0.00% Reduced -592 -592
64 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 8,6258.6k $367.1k $367.1k 0.01% Unchanged
65 Focus Financial Network, Inc. 0.01% of their portfolio MINNEAPOLIS, MN 8,1088.1k $345.1k $345.1k 0.01% Unchanged
66 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 7,8257.8k $333.0k $333.0k 0.01% New
67 FOUNDERS FINANCIAL SECURITIES LLC 0.03% of their portfolio TOWSON, MD 7,6057.6k $323.6k $323.6k 0.03% New
68 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 7,5937.6k $323.1k $323.1k 0.01% Reduced -318 -318
69 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 7,5007.5k $319.2k $319.2k 0.00% New
70 SILVER OAK SECURITIES, INCORPORATED 0.03% of their portfolio JACKSON, TN 7,3307.3k $311.4k $311.4k 0.03% New
71 Lunt Capital Management, Inc. 0.15% of their portfolio HOLLADAY, UT 7,3307.3k $311.9k $311.9k 0.15% Unchanged
72 Avior Wealth Management, LLC 0.01% of their portfolio OMAHA, NE 6,8416.8k $291.1k $291.1k 0.01% Reduced -179 -179
73 LVZ, Inc. 0.04% of their portfolio Holland, MI 6,7786.8k $288.5k $288.5k 0.04% Unchanged
74 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 6,6866.7k $284.5k $284.5k 0.00% Unchanged
75 AlphaMark Advisors, LLC 0.09% of their portfolio FT. WRIGHT, KY 6,4506.5k $274.0k $274.0k 0.09% Reduced -400 -400
76 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.00% of their portfolio IRVING, TX 6,0326.0k $256.7k $256.7k 0.00% New
77 NewEdge Wealth, LLC 0.00% of their portfolio STAMFORD, CT 5,9896.0k $254.9k $254.9k 0.00% New
78 Rehmann Capital Advisory Group 0.02% of their portfolio LANSING, MI 5,6185.6k $239.1k $239.1k 0.02% Unchanged
79 ARBOR CAPITAL MANAGEMENT INC /ADV 0.22% of their portfolio ANCHORAGE, AK 5,5755.6k $236.3k $236.3k 0.22% Unchanged
80 Echo Wealth Management, LLC 0.15% of their portfolio PLYMOUTH, MN 5,1585.2k $220.1k $220.1k 0.15% New
81 INSIGNEO ADVISORY SERVICES, LLC 0.02% of their portfolio MIAMI, FL 5,0505.0k $214.9k $214.9k 0.02% Unchanged
82 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 4,8694.9k $207.2k $207.2k 0.00% Reduced -5.5k -5,488
83 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 4,7934.8k $204.0k $204.0k 0.00% New
84 Orion Portfolio Solutions, LLC 0.00% of their portfolio Omaha, NE 4,7934.8k $204.0k $204.0k 0.00% New
85 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 4,6594.7k $198.3k $198.3k 0.00% New
86 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 3,9794.0k $169.3k $169.3k 0.01% Reduced -2.3k -2,322
87 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 3,2033.2k $136.3k $136.3k 0.00% New
88 CoreFirst Bank & Trust 0.07% of their portfolio TOPEKA, KS 2,7802.8k $118.3k $118.3k 0.07% Reduced -5.6k -5,585
89 DHJJ Financial Advisors, Ltd. 0.04% of their portfolio NAPERVILLE, IL 2,1752.2k $92.6k $92.6k 0.04% Reduced -635 -635
90 Glen Eagle Advisors, LLC 0.01% of their portfolio KINGSTON, NJ 2,0002.0k $85.1k $85.1k 0.01% Unchanged
91 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 1,2961.3k $55.0k $55.0k 0.00% Added +450 +450
92 Archer Investment Corp 0.01% of their portfolio Carmel, IN 1,0471.0k $44.6k $44.6k 0.01% Unchanged
93 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 1,0301.0k $43.8k $43.8k 0.00% Added +133 +133
94 UBS Group AG 0.00% of their portfolio ZURICH, V8 827827 $35.2k $35.2k 0.00% New
95 Anfield Capital Management, LLC 0.01% of their portfolio IRVINE, CA 806806 $34.3k $34.3k 0.01% Reduced -10 -10
96 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 545545 $23.2k $23.2k 0.00% Reduced -746 -746
97 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 500500 $21.3k $21.3k 0.00% Unchanged
98 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 450450 $19.2k $19.2k 0.00% New
99 Hartford Financial Management Inc. 0.00% of their portfolio WEST HARTFORD, CT 2626 $1.1k $1.1k 0.00% Unchanged