Vault-13

FIRST TR EXCHNG TRADED FD VI DJUN

FT VEST US EQT · ETP · CUSIP 33740F714

101 institutional holders +2 vs Q3 2024
2,377,5822.4m shares reported held*
$103.0mreported value*
8 new 17 added 38 reduced 13 sold out net sold ≈ $12.5m (-287.9k 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 ≈ $43.31.

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 44Q4 22: 43Q1 23: 45Q2 23: 56Q3 23: 66Q4 23: 70Q1 24: 69Q2 24: 86Q3 24: 99Q4 24: 101101Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 202244
Q4 202243
Q1 202345
Q2 202356
Q3 202366
Q4 202370
Q1 202469
Q2 202486
Q3 202499
Q4 2024101

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 23: 15 bought or addedQ1 23: 22 cut or sold outQ2 23: 34 bought or addedQ2 23: 21 cut or sold outQ2 23Q3 23: 36 bought or addedQ3 23: 20 cut or sold outQ4 23: 15 bought or addedQ4 23: 33 cut or sold outQ4 23Q1 24: 19 bought or addedQ1 24: 40 cut or sold outQ2 24: 46 bought or addedQ2 24: 28 cut or sold outQ2 24Q3 24: 55 bought or addedQ3 24: 30 cut or sold outQ4 24: 25 bought or addedQ4 24: 51 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 20231522
Q2 20233421
Q3 20233620
Q4 20231533
Q1 20241940
Q2 20244628
Q3 20245530
Q4 20242551

Biggest buyers

Arkadios Wealth Advisors New +38,000+38.0k
Kestra Advisory Services, LLC Added +10,182+10.2k
FOUNDERS FINANCIAL SECURITIES LLC Added +6,840+6.8k
Concurrent Investment Advisors, LLC Added +6,338+6.3k
OneAscent Financial Services LLC New +5,248+5.2k
JANE STREET GROUP, LLC New +4,722+4.7k
Chris Bulman Inc New +4,642+4.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +3,902+3.9k
CENTAURUS FINANCIAL, INC. New +2,500+2.5k
Freedom Investment Management, Inc. Added +2,104+2.1k

Biggest sellers

Sequent Planning LLC Reduced -94,624-94.6k
NATIONS FINANCIAL GROUP INC, /IA/ /ADV Sold out -50,681-50.7k
WORLD EQUITY GROUP, INC. Sold out -26,192-26.2k
Cambridge Investment Research Advisors, Inc. Reduced -21,284-21.3k
SPINNAKER TRUST Sold out -20,596-20.6k
OSAIC HOLDINGS, INC. Reduced -20,525-20.5k
OneDigital Investment Advisors LLC Sold out -17,000-17.0k
Capital Asset Advisory Services LLC Sold out -10,799-10.8k
AXXCESS WEALTH MANAGEMENT, LLC Sold out -10,799-10.8k
AE Wealth Management LLC Reduced -9,523-9.5k

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 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Kestra Advisory Services, LLC 0.05% of their portfolio AUSTIN, TX 200,359200.4k $8.7m $8.7m 0.05% Added +10.2k +10,182
2 Bison Wealth, LLC 0.73% of their portfolio ATLANTA, GA 137,129137.1k $5.9m $5.9m 0.73% First filing
3 REAP Financial Group, LLC 1.37% of their portfolio AUSTIN, TX 127,546127.5k $5.5m $5.5m 1.37% Reduced -3.5k -3,532
4 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 123,367123.4k $5.3m $5.3m 0.01% Reduced -4.5k -4,541
5 Concurrent Investment Advisors, LLC 0.12% of their portfolio Tampa, FL 98,26298.3k $4.3m $4.3m 0.12% Added +6.3k +6,338
6 HICKORY ASSET MANAGEMENT, INC. 2.69% of their portfolio Concord, OH 73,17473.2k $3.2m $3.2m 2.69% First filing
7 Per Stirling Capital Management, LLC. 0.44% of their portfolio AUSTIN, TX 71,19271.2k $3.1m $3.1m 0.44% Added +2.1k +2,090
8 Signal Advisors Wealth, LLC 0.35% of their portfolio DETROIT, MI 70,66070.7k $3.1m $3.1m 0.35% Reduced -1.9k -1,889
9 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 64,96565.0k $2.8m $2.8m 0.00% First filing
10 Foguth Wealth Management, LLC. 0.71% of their portfolio BRIGHTON, MI 60,88360.9k $2.7m $2.7m 0.71% Reduced -2.9k -2,856
11 CWM, LLC 0.01% of their portfolio OMAHA, NE 59,78959.8k $2.6m $2.6m 0.01% Reduced -2.5k -2,482
12 Wood Tarver Financial Group, LLC 0.84% of their portfolio BOISE, ID 57,73057.7k $2.5m $2.5m 0.84% First filing
13 Tanglewood Legacy Advisors, LLC 0.91% of their portfolio HOUSTON, TX 49,13749.1k $2.1m $2.1m 0.91% Reduced -1.9k -1,901
14 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 45,95846.0k $2.0m $2.0m 0.00% Reduced -20.5k -20,525
15 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 40,63940.6k $1.8m $1.8m 0.00% Reduced -3.0k -2,980
16 Arkadios Wealth Advisors 0.09% of their portfolio ATLANTA, GA 38,00038.0k $1.6m $1.6m 0.09% New
17 Atria Wealth Solutions, Inc. 0.02% of their portfolio NEW YORK, NY 37,80837.8k $1.6m $1.6m 0.02% Added +43 +43
18 HARBOUR INVESTMENTS, INC. 0.05% of their portfolio MADISON, WI 37,55837.6k $1.6m $1.6m 0.05% Reduced -712 -712
19 EPG Wealth Management LLC 0.41% of their portfolio ATLANTA, GA 36,00036.0k $1.6m $1.6m 0.41% Reduced -1.5k -1,500
20 Freedom Investment Management, Inc. 0.12% of their portfolio SOUTH WINDSOR, CT 34,13934.1k $1.5m $1.5m 0.12% Added +2.1k +2,104
21 Santori & Peters, Inc. 0.56% of their portfolio CANONSBURG, PA 33,50233.5k $1.4m $1.4m 0.56% Unchanged
22 Clear Creek Financial Management, LLC 0.16% of their portfolio SILVERDALE, WA 33,22333.2k $1.4m $1.4m 0.16% Reduced -1.8k -1,790
23 Nova Wealth Management, Inc. 1.17% of their portfolio BONITA SPRINGS, FL 31,17231.2k $1.3m $1.3m 1.17% First filing
24 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 30,99931.0k $1.3m $1.3m 0.00% Reduced -3.8k -3,785
25 Ignite Planners, LLC 0.28% of their portfolio SAN CLEMENTE, CA 29,06729.1k $1.3m $1.3m 0.28% Reduced -2.5k -2,468
26 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 28,80228.8k $1.2m $1.2m 0.00% Added +135 +135
27 Strategic Blueprint, LLC 0.07% of their portfolio ATLANTA, GA 27,09627.1k $1.2m $1.2m 0.07% Reduced -5.4k -5,382
28 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 25,70525.7k $1.1m $1.1m 0.00% Unchanged
29 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 25,37625.4k $1.1m $1.1m 0.00% Reduced -21.3k -21,284
30 Ameritas Advisory Services, LLC 0.04% of their portfolio Lincoln, NE 24,31824.3k $1.1m $1.1m 0.04% Reduced -3.4k -3,415
31 Pinnacle Wealth Planning Services, Inc. 0.15% of their portfolio MANSFIELD, OH 22,45522.5k $971.9k $971.9k 0.15% Unchanged
32 StoneX Group Inc. 0.05% of their portfolio NEW YORK, NY 22,43122.4k $970.8k $970.8k 0.05% Added +230 +230
33 Sage Capital Advisors,llc 0.25% of their portfolio SIOUX FALLS, SD 22,25522.3k $963.2k $963.2k 0.25% Unchanged
34 Integrity Financial Corp /WA 0.53% of their portfolio JACKSON, WY 21,11021.1k $913.6k $913.6k 0.53% Reduced -319 -319
35 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 20,29520.3k $878.4k $878.4k 0.01% Reduced -9.5k -9,523
36 AlphaStar Capital Management, LLC 0.09% of their portfolio CORNELIUS, NC 20,03520.0k $867.1k $867.1k 0.09% Reduced -19 -19
37 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 19,20919.2k $831.4k $831.4k 0.00% Added +34 +34
38 Apollon Wealth Management, LLC 0.02% of their portfolio MOUNT PLEASANT, SC 17,81017.8k $770.8k $770.8k 0.02% Unchanged
39 Spire Wealth Management 0.02% of their portfolio MCLEAN, VA 17,35717.4k $751.2k $751.2k 0.02% Added +1 +1
40 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 17,29417.3k $748.5k $748.5k 0.00% Reduced -5.6k -5,589
41 Diversify Advisory Services, LLC 0.04% of their portfolio SANDY, UT 17,00017.0k $732.2k $732.2k 0.04% Unchanged
42 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 15,57015.6k $673.9k $673.9k 0.00% Added +3.9k +3,902
43 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 15,48315.5k $670.1k $670.1k 0.01% Reduced -100 -100
44 Sunbelt Securities, Inc. 0.06% of their portfolio HOUSTON, TX 15,39715.4k $668.6k $668.6k 0.06% Reduced -452 -452
45 FOUNDERS FINANCIAL SECURITIES LLC 0.06% of their portfolio TOWSON, MD 14,44514.4k $625.2k $625.2k 0.06% Added +6.8k +6,840
46 Mutual Advisors, LLC 0.02% of their portfolio OMAHA, NE 13,95314.0k $608.5k $608.5k 0.02% Reduced -390 -390
47 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 13,22713.2k $572.5k $572.5k 0.01% Reduced -24 -24
48 Grantvest Financial Group LLC 0.63% of their portfolio MATAWAN, NJ 13,11113.1k $567.4k $567.4k 0.63% First filing
49 Schwallier Wealth Management LLC 0.42% of their portfolio GRAND RAPIDS, MI 12,73012.7k $551.0k $551.0k 0.42% Reduced -2.6k -2,590
50 BROWN ADVISORY INC 0.00% of their portfolio BALTIMORE, MD 12,25212.3k $530.3k $530.3k 0.00% Unchanged
51 First Heartland Consultants, Inc. 0.05% of their portfolio LAKE ST. LOUIS, MO 11,76811.8k $509.3k $509.3k 0.05% Reduced -182 -182
52 SOA Wealth Advisors, LLC. 0.09% of their portfolio NEW YORK, NY 11,52211.5k $498.7k $498.7k 0.09% Unchanged
53 Comprehensive Financial Consultants Institutional, Inc. 0.18% of their portfolio Bloomington, IN 11,38911.4k $492.9k $492.9k 0.18% Unchanged
54 BlueChip Wealth Advisors LLC 0.27% of their portfolio Milton, GA 11,26411.3k $487.5k $487.5k 0.27% Unchanged
55 Mariner, LLC 0.00% of their portfolio Overland Park, KS 11,22511.2k $485.8k $485.8k 0.00% Added +230 +230
56 OGOREK ANTHONY JOSEPH /NY/ /ADV 0.15% of their portfolio WILLIAMSVILLE, NY 10,75710.8k $465.0k $465.0k 0.15% Added +688 +688
57 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 10,36510.4k $449.0k $449.0k 0.00% Reduced -4.3k -4,257
58 JIM SAULNIER & ASSOCIATES, LLC 0.37% of their portfolio FORT COLLINS, CO 9,97210.0k $431.6k $431.6k 0.37% Unchanged
59 TOWNSQUARE CAPITAL LLC 0.00% of their portfolio Lehi, UT 9,9039.9k $428.6k $428.6k 0.00% Reduced -6 -6
60 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 9,5459.5k $413.0k $413.0k 0.00% Added +163 +163
61 Maltin Wealth Management, Inc. 0.19% of their portfolio RIDGEWOOD, NJ 8,9899.0k $389.0k $389.0k 0.19% Reduced -456 -456
62 LifeWealth Investments, LLC 0.25% of their portfolio WINTER GARDEN, FL 8,7218.7k $377.4k $377.4k 0.25% First filing
63 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 8,6258.6k $373.3k $373.3k 0.01% Unchanged
64 Focus Financial Network, Inc. 0.01% of their portfolio MINNEAPOLIS, MN 8,1088.1k $350.9k $350.9k 0.01% Unchanged
65 Sequent Planning LLC 0.12% of their portfolio OMAHA, NE 7,8287.8k $338.8k $338.8k 0.12% Reduced -94.6k -94,624
66 BRASS TAX WEALTH MANAGEMENT, INC 0.07% of their portfolio CINCINNATI, OH 7,6177.6k $329.7k $329.7k 0.07% Reduced -7.6k -7,617
67 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 7,5307.5k $325.9k $325.9k 0.01% Reduced -63 -63
68 SILVER OAK SECURITIES, INCORPORATED 0.03% of their portfolio JACKSON, TN 7,3307.3k $318.3k $318.3k 0.03% Unchanged
69 Lunt Capital Management, Inc. 0.12% of their portfolio HOLLADAY, UT 7,3307.3k $317.2k $317.2k 0.12% Unchanged
70 Avior Wealth Management, LLC 0.01% of their portfolio OMAHA, NE 7,0107.0k $303.4k $303.4k 0.01% Added +169 +169
71 LVZ, Inc. 0.04% of their portfolio Holland, MI 6,7786.8k $293.4k $293.4k 0.04% Unchanged
72 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 6,0686.1k $262.6k $262.6k 0.01% Reduced -1.8k -1,757
73 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.00% of their portfolio IRVING, TX 6,0326.0k $261.1k $261.1k 0.00% Unchanged
74 NewEdge Wealth, LLC 0.00% of their portfolio STAMFORD, CT 5,9896.0k $259.2k $259.2k 0.00% Unchanged
75 Rehmann Capital Advisory Group 0.02% of their portfolio LANSING, MI 5,6185.6k $243.1k $243.1k 0.02% Unchanged
76 INSIGNEO ADVISORY SERVICES, LLC 0.02% of their portfolio MIAMI, FL 5,3505.3k $231.5k $231.5k 0.02% Added +300 +300
77 OneAscent Financial Services LLC 0.02% of their portfolio BIRMINGHAM, AL 5,2485.2k $227.0k $227.0k 0.02% New
78 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 5,2305.2k $226.4k $226.4k 0.00% Reduced -2.3k -2,270
79 Echo Wealth Management, LLC 0.15% of their portfolio PLYMOUTH, MN 5,1585.2k $223.2k $223.2k 0.15% Unchanged
80 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 4,7934.8k $207.4k $207.4k 0.00% Unchanged
81 Orion Portfolio Solutions, LLC 0.00% of their portfolio Omaha, NE 4,7934.8k $207.4k $207.4k 0.00% Unchanged
82 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 4,7224.7k $204.4k $204.4k 0.00% New
83 Chris Bulman Inc 0.13% of their portfolio ROSEVILLE, CA 4,6424.6k $200.9k $200.9k 0.13% New
84 AlphaMark Advisors, LLC 0.06% of their portfolio FT. WRIGHT, KY 3,2253.2k $140.0k $140.0k 0.06% Reduced -3.2k -3,225
85 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 3,2033.2k $138.6k $138.6k 0.00% Unchanged
86 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 2,5002.5k $108.0k $108.0k 0.01% New
87 DHJJ Financial Advisors, Ltd. 0.04% of their portfolio NAPERVILLE, IL 2,1752.2k $94.1k $94.1k 0.04% Unchanged
88 Glen Eagle Advisors, LLC 0.01% of their portfolio KINGSTON, NJ 2,0002.0k $86.6k $86.6k 0.01% Unchanged
89 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 1,8621.9k $80.6k $80.6k 0.00% Reduced -2.1k -2,117
90 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 1,3271.3k $57.4k $57.4k 0.00% New
91 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 1,0581.1k $45.8k $45.8k 0.00% Added +28 +28
92 Archer Investment Corp 0.01% of their portfolio Carmel, IN 1,0471.0k $45.3k $45.3k 0.01% Unchanged
93 Topsail Wealth Management, LLC 0.01% of their portfolio CHARLOTTE, NC 1,0001.0k $43.3k $43.3k 0.01% First filing
94 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 933933 $40.4k $40.4k 0.00% Reduced -3.7k -3,726
95 Anfield Capital Management, LLC 0.01% of their portfolio IRVINE, CA 759759 $32.9k $32.9k 0.01% Reduced -47 -47
96 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 671671 $29.0k $29.0k 0.00% New
97 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 545545 $24.1k $24.1k 0.00% Unchanged
98 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 500500 $21.6k $21.6k 0.00% Unchanged
99 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 450450 $19.5k $19.5k 0.00% Unchanged
100 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 7777 $3.3k $3.3k 0.00% New