Vault-13

FIRST TR EXCHNG TRADED FD VI DJUN

FT VEST US EQT · ETP · CUSIP 33740F714

96 institutional holders -9 vs Q1 2025
2,090,0372.1m shares reported held*
$94.1mreported value*
11 new 27 added 32 reduced 18 sold out net sold ≈ $45.7m (-1.0m 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 ≈ $45.02.

Trends to Q2 2025

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: 101Q1 25: 105Q2 25: 9696Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202244
Q4 202243
Q1 202345
Q2 202356
Q3 202366
Q4 202370
Q1 202469
Q2 202486
Q3 202499
Q4 2024101
Q1 2025105
Q2 202596

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 24Q1 25: 34 bought or addedQ1 25: 48 cut or sold outQ2 25: 38 bought or addedQ2 25: 50 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20233620
Q4 20231533
Q1 20241940
Q2 20244628
Q3 20245530
Q4 20242551
Q1 20253448
Q2 20253850

Biggest buyers

1ST SOURCE BANK New +83,388+83.4k
OSAIC HOLDINGS, INC. Added +33,546+33.5k
Kestra Advisory Services, LLC Added +30,386+30.4k
LPL Financial LLC Added +28,629+28.6k
Rockefeller Capital Management L.P. Added +22,344+22.3k
Kovack Advisors, Inc. New +20,281+20.3k
Strategic Blueprint, LLC Added +15,701+15.7k
RFG Advisory, LLC New +13,864+13.9k
JPMORGAN CHASE & CO Added +13,042+13.0k
CITADEL ADVISORS LLC Added +11,919+11.9k

Biggest sellers

ENVESTNET ASSET MANAGEMENT INC Reduced -365,015-365.0k
Cetera Investment Advisers Reduced -215,991-216.0k
Seros Financial, LLC Sold out -179,838-179.8k
CreativeOne Wealth, LLC Reduced -127,666-127.7k
Foguth Wealth Management, LLC. Sold out -50,469-50.5k
Signal Advisors Wealth, LLC Reduced -42,497-42.5k
Atria Investments, Inc Sold out -36,929-36.9k
EPG Wealth Management LLC Sold out -36,000-36.0k
FOUNDERS FINANCIAL SECURITIES LLC Sold out -33,968-34.0k
OLD MISSION CAPITAL LLC Sold out -33,265-33.3k

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, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Kestra Advisory Services, LLC 0.05% of their portfolio AUSTIN, TX 217,545217.5k $9.8m $9.8m 0.05% Added +30.4k +30,386
2 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 108,515108.5k $4.9m $4.9m 0.01% Reduced -8.3k -8,340
3 REAP Financial Group, LLC 1.01% of their portfolio AUSTIN, TX 95,37195.4k $4.3m $4.3m 1.01% Reduced -18.6k -18,645
4 Concurrent Investment Advisors, LLC 0.08% of their portfolio Tampa, FL 88,31588.3k $4.0m $4.0m 0.08% Reduced -12.8k -12,838
5 Bison Wealth, LLC 0.31% of their portfolio ATLANTA, GA 88,26388.3k $4.0m $4.0m 0.31% Reduced -18.6k -18,572
6 1ST SOURCE BANK 0.21% of their portfolio SOUTH BEND, IN 83,38883.4k $3.8m $3.8m 0.21% New
7 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 78,38078.4k $3.5m $3.5m 0.01% Added +33.5k +33,546
8 HICKORY ASSET MANAGEMENT, INC. 2.79% of their portfolio Concord, OH 75,00475.0k $3.4m $3.4m 2.79% Added +2.3k +2,330
9 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 57,42057.4k $2.6m $2.6m 0.00% Added +28.6k +28,629
10 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 57,16557.2k $2.6m $2.6m 0.00% Reduced -216.0k -215,991
11 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 53,65253.7k $2.4m $2.4m 0.00% Added +7.6k +7,589
12 Wood Tarver Financial Group, LLC 0.72% of their portfolio BOISE, ID 53,49453.5k $2.4m $2.4m 0.72% Reduced -743 -743
13 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 51,72551.7k $2.3m $2.3m 0.00% Reduced -365.0k -365,015
14 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 51,09451.1k $2.3m $2.3m 0.00% Added +22.3k +22,344
15 Strategic Blueprint, LLC 0.09% of their portfolio ATLANTA, GA 40,29040.3k $1.8m $1.8m 0.09% Added +15.7k +15,701
16 Tanglewood Legacy Advisors, LLC 0.73% of their portfolio HOUSTON, TX 39,46239.5k $1.8m $1.8m 0.73% Reduced -1.7k -1,721
17 Arkadios Wealth Advisors 0.05% of their portfolio ATLANTA, GA 38,72038.7k $1.7m $1.7m 0.05% Added +970 +970
18 Ignite Planners, LLC 0.30% of their portfolio SAN CLEMENTE, CA 38,67738.7k $1.8m $1.8m 0.30% Added +30 +30
19 HARBOUR INVESTMENTS, INC. 0.04% of their portfolio MADISON, WI 36,39236.4k $1.6m $1.6m 0.04% Added +1.3k +1,305
20 Santori & Peters, Inc. 0.58% of their portfolio CANONSBURG, PA 35,74235.7k $1.6m $1.6m 0.58% Added +2.2k +2,240
21 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 35,12435.1k $1.6m $1.6m 0.00% Added +4.7k +4,728
22 CWM, LLC 0.01% of their portfolio OMAHA, NE 31,53931.5k $1.4m $1.4m 0.01% Reduced -21.2k -21,232
23 Integrity Financial Corp /WA 0.59% of their portfolio JACKSON, WY 25,79425.8k $1.2m $1.2m 0.59% Added +4.9k +4,886
24 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 21,09421.1k $949.7k $949.7k 0.00% Added +3.7k +3,748
25 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 20,72220.7k $932.9k $932.9k 0.00% Added +13.0k +13,042
26 Kovack Advisors, Inc. 0.09% of their portfolio FT. LAUDERDALE, FL 20,28120.3k $913.1k $913.1k 0.09% New
27 AlphaStar Capital Management, LLC 0.06% of their portfolio CORNELIUS, NC 20,01320.0k $901.0k $901.0k 0.06% Unchanged
28 StoneX Group Inc. 0.04% of their portfolio NEW YORK, NY 19,36519.4k $871.8k $871.8k 0.04% Reduced -1.7k -1,684
29 Apollon Wealth Management, LLC 0.02% of their portfolio MOUNT PLEASANT, SC 17,52317.5k $788.9k $788.9k 0.02% Reduced -287 -287
30 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 17,33317.3k $780.4k $780.4k 0.00% Added +11.9k +11,919
31 Grantvest Financial Group LLC 0.57% of their portfolio MATAWAN, NJ 17,09717.1k $769.7k $769.7k 0.57% Added +5.4k +5,394
32 Diversify Advisory Services, LLC 0.03% of their portfolio SANDY, UT 17,00017.0k $778.3k $778.3k 0.03% Unchanged
33 Ameritas Advisory Services, LLC 0.04% of their portfolio Lincoln, NE 16,94016.9k $762.7k $762.7k 0.04% Reduced -7.4k -7,398
34 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 16,40616.4k $738.6k $738.6k 0.01% Added +923 +923
35 EVOLUTION WEALTH MANAGEMENT INC. 0.89% of their portfolio FORT MYERS, FL 15,99216.0k $720.0k $720.0k 0.89% First filing
36 Buck Wealth Strategies, LLC 0.11% of their portfolio DENVER, CO 15,52415.5k $698.9k $698.9k 0.11% Added +6.8k +6,770
37 Sunbelt Securities, Inc. 0.06% of their portfolio HOUSTON, TX 15,39715.4k $666.4k $666.4k 0.06% Added +4.5k +4,517
38 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 13,86413.9k $624.2k $624.2k 0.01% New
39 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 12,62112.6k $568.2k $568.2k 0.01% Reduced -432 -432
40 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 12,44912.4k $566.8k $566.8k 0.01% Reduced -2 -2
41 Mariner, LLC 0.00% of their portfolio Overland Park, KS 12,05512.1k $542.7k $542.7k 0.00% Added +830 +830
42 SOA Wealth Advisors, LLC. 0.10% of their portfolio NEW YORK, NY 11,52211.5k $518.7k $518.7k 0.10% Unchanged
43 Signal Advisors Wealth, LLC 0.04% of their portfolio DETROIT, MI 11,47911.5k $516.8k $516.8k 0.04% Reduced -42.5k -42,497
44 Pinnacle Wealth Planning Services, Inc. 0.07% of their portfolio MANSFIELD, OH 11,42811.4k $514.5k $514.5k 0.07% Unchanged
45 LifeWealth Investments, LLC 0.09% of their portfolio WINTER GARDEN, FL 11,38211.4k $512.4k $512.4k 0.09% Reduced -136 -136
46 First Heartland Consultants, Inc. 0.04% of their portfolio LAKE ST. LOUIS, MO 11,19311.2k $503.9k $503.9k 0.04% Added +3.2k +3,193
47 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 10,63710.6k $479.0k $479.0k 0.00% Reduced -780 -780
48 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 10,41410.4k $469.0k $469.0k 0.00% Reduced -2.6k -2,597
49 JIM SAULNIER & ASSOCIATES, LLC 0.31% of their portfolio FORT COLLINS, CO 9,97210.0k $449.0k $449.0k 0.31% Unchanged
50 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 9,8969.9k $445.5k $445.5k 0.01% Reduced -124 -124
51 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 9,2779.3k $417.7k $417.7k 0.00% Reduced -8.9k -8,868
52 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 8,8598.9k $398.8k $398.8k 0.01% Reduced -127.7k -127,666
53 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 8,6258.6k $388.3k $388.3k 0.01% Unchanged
54 Focus Financial Network, Inc. 0.01% of their portfolio MINNEAPOLIS, MN 8,1088.1k $365.0k $365.0k 0.01% Unchanged
55 BlueChip Wealth Advisors LLC 0.16% of their portfolio Milton, GA 7,8427.8k $353.1k $353.1k 0.16% Reduced -3.4k -3,422
56 Sequent Planning LLC 0.11% of their portfolio OMAHA, NE 7,8407.8k $353.0k $353.0k 0.11% Added +42 +42
57 BRASS TAX WEALTH MANAGEMENT, INC 0.07% of their portfolio CINCINNATI, OH 7,5377.5k $339.3k $339.3k 0.07% Reduced -80 -80
58 SILVER OAK SECURITIES, INCORPORATED 0.03% of their portfolio JACKSON, TN 7,3307.3k $330.0k $330.0k 0.03% Unchanged
59 Lunt Capital Management, Inc. 0.13% of their portfolio HOLLADAY, UT 7,3307.3k $330.0k $330.0k 0.13% Unchanged
60 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.02% of their portfolio CEDAR RAPIDS, IA 7,2507.2k $326.4k $326.4k 0.02% New
61 Spire Wealth Management 0.01% of their portfolio MCLEAN, VA 6,8956.9k $310.4k $310.4k 0.01% Reduced -6.2k -6,226
62 Avior Wealth Management, LLC 0.01% of their portfolio OMAHA, NE 6,8626.9k $308.9k $308.9k 0.01% Unchanged
63 Sage Capital Advisors,llc 0.07% of their portfolio SIOUX FALLS, SD 6,1756.2k $278.0k $278.0k 0.07% Reduced -1.2k -1,200
64 OGOREK ANTHONY JOSEPH /NY/ /ADV 0.09% of their portfolio WILLIAMSVILLE, NY 6,1736.2k $277.0k $277.0k 0.09% Reduced -4.6k -4,584
65 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.00% of their portfolio IRVING, TX 6,0326.0k $271.6k $271.6k 0.00% Unchanged
66 NewEdge Wealth, LLC 0.00% of their portfolio STAMFORD, CT 5,9896.0k $272.5k $272.5k 0.00% Unchanged
67 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 5,7755.8k $260.0k $260.0k 0.00% Reduced -2.0k -2,024
68 Rehmann Capital Advisory Group 0.02% of their portfolio LANSING, MI 5,6185.6k $252.9k $252.9k 0.02% Unchanged
69 LVZ, Inc. 0.03% of their portfolio Holland, MI 5,5885.6k $251.6k $251.6k 0.03% Reduced -1.2k -1,190
70 INSIGNEO ADVISORY SERVICES, LLC 0.02% of their portfolio MIAMI, FL 5,3505.3k $240.9k $240.9k 0.02% Unchanged
71 ARBOR CAPITAL MANAGEMENT INC /ADV 0.20% of their portfolio ANCHORAGE, AK 5,1635.2k $233.8k $233.8k 0.20% Reduced -150 -150
72 Echo Wealth Management, LLC 0.14% of their portfolio PLYMOUTH, MN 5,1585.2k $232.2k $232.2k 0.14% Unchanged
73 Per Stirling Capital Management, LLC. 0.03% of their portfolio AUSTIN, TX 5,0855.1k $228.9k $228.9k 0.03% New
74 OneAscent Financial Services LLC 0.02% of their portfolio BIRMINGHAM, AL 5,0645.1k $228.0k $228.0k 0.02% New
75 Clear Creek Financial Management, LLC 0.02% of their portfolio SILVERDALE, WA 5,0335.0k $226.6k $226.6k 0.02% Reduced -2.6k -2,595
76 Chris Bulman Inc 0.12% of their portfolio ROSEVILLE, CA 4,6424.6k $209.0k $209.0k 0.12% New
77 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 4,4534.5k $200.5k $200.5k 0.00% Added +1.0k +1,010
78 WT Wealth Management 0.06% of their portfolio SCOTTSDALE, AZ 4,4434.4k $200.0k $200.0k 0.06% New
79 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 3,6253.6k $163.2k $163.2k 0.00% New
80 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 3,4853.5k $156.9k $156.9k 0.00% New
81 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 3,2143.2k $144.7k $144.7k 0.00% Reduced -9.9k -9,950
82 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 3,0003.0k $135.0k $135.0k 0.01% Unchanged
83 LANARK FINANCIAL, INC. 0.01% of their portfolio BIRMINGHAM, AL 2,1952.2k $98.0k $98.0k 0.01% Added +1.9k +1,872
84 Glen Eagle Advisors, LLC 0.01% of their portfolio KINGSTON, NJ 2,0002.0k $90.0k $90.0k 0.01% Unchanged
85 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 1,9291.9k $86.8k $86.8k 0.00% Added +67 +67
86 DHJJ Financial Advisors, Ltd. 0.03% of their portfolio NAPERVILLE, IL 1,8751.9k $84.4k $84.4k 0.03% Unchanged
87 Abound Wealth Management 0.02% of their portfolio FRANKLIN, TN 1,4001.4k $63.0k $63.0k 0.02% New
88 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 1,3271.3k $59.7k $59.7k 0.00% Unchanged
89 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 1,1771.2k $53.0k $53.0k 0.00% Added +123 +123
90 Archer Investment Corp 0.01% of their portfolio Carmel, IN 1,0471.0k $47.1k $47.1k 0.01% Unchanged
91 Topsail Wealth Management, LLC 0.01% of their portfolio CHARLOTTE, NC 1,0001.0k $45.0k $45.0k 0.01% Unchanged
92 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 888888 $40.0k $40.0k 0.00% Reduced -7.6k -7,570
93 Anfield Capital Management, LLC 0.01% of their portfolio IRVINE, CA 759759 $34.2k $34.2k 0.01% Unchanged
94 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 500500 $22.5k $22.5k 0.00% Unchanged
95 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 450450 $20.3k $20.3k 0.00% Unchanged
96 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged