Vault-13

FIRST TR EXCHNG TRADED FD VI DJUN

FT VEST US EQT · ETP · CUSIP 33740F714

94 institutional holders -1 vs Q3 2025
1,798,8931.8m shares reported held*
$85.2mreported value*
7 new 14 added 45 reduced 8 sold out net sold ≈ $18.1m (-382.8k 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 ≈ $47.35.

Trends to Q4 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: 96Q3 25: 95Q4 25: 9494Q3 22Q2 23Q1 24Q4 24Q4 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
Q3 202595
Q4 202594

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 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 25Q3 25: 34 bought or addedQ3 25: 41 cut or sold outQ4 25: 21 bought or addedQ4 25: 53 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20241940
Q2 20244628
Q3 20245530
Q4 20242551
Q1 20253448
Q2 20253850
Q3 20253441
Q4 20252153

Biggest buyers

VestGen Advisors, LLC New +65,149+65.1k
&PARTNERS New +16,655+16.7k
IMC-Chicago, LLC New +13,629+13.6k
ENVESTNET ASSET MANAGEMENT INC Added +8,575+8.6k
Clear Creek Financial Management, LLC Added +8,461+8.5k
Cetera Investment Advisers Added +7,448+7.4k
Waverly Advisors, LLC New +6,687+6.7k
MML INVESTORS SERVICES, LLC Added +4,667+4.7k
BIP Wealth, LLC New +4,628+4.6k
Signal Advisors Wealth, LLC Added +4,494+4.5k

Biggest sellers

WINNACLE WEALTH LLC Reduced -121,520-121.5k
1ST SOURCE BANK Sold out -90,357-90.4k
RAYMOND JAMES FINANCIAL INC Reduced -68,530-68.5k
OLD MISSION CAPITAL LLC Sold out -29,819-29.8k
JPMORGAN CHASE & CO Reduced -28,290-28.3k
Santori & Peters, Inc. Reduced -27,249-27.2k
Ritter Daniher Financial Advisory LLC / DE Reduced -22,539-22.5k
OSAIC HOLDINGS, INC. Reduced -18,128-18.1k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -17,975-18.0k
Ameritas Advisory Services, LLC Reduced -11,009-11.0k

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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 222,521222.5k $10.5m $10.5m 0.04% Reduced -5.8k -5,772
2 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 81,55781.6k $3.9m $3.9m 0.01% Reduced -18.0k -17,975
3 REAP Financial Group, LLC 0.75% of their portfolio AUSTIN, TX 78,43378.4k $3.7m $3.7m 0.75% Reduced -820 -820
4 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 78,10178.1k $3.7m $3.7m 0.01% Reduced -18.1k -18,128
5 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 72,12272.1k $3.4m $3.4m 0.00% Added +7.4k +7,448
6 CWM, LLC 0.01% of their portfolio OMAHA, NE 70,58670.6k $3.3m $3.3m 0.01% Reduced -1.9k -1,869
7 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 69,15469.2k $3.3m $3.3m 0.00% Added +8.6k +8,575
8 VestGen Advisors, LLC 0.13% of their portfolio CHICAGO, IL 65,14965.1k $3.1m $3.1m 0.13% New
9 Concurrent Investment Advisors, LLC 0.04% of their portfolio Tampa, FL 64,77464.8k $3.1m $3.1m 0.04% Added +3.8k +3,756
10 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 62,88862.9k $3.0m $3.0m 0.00% Added +1.6k +1,627
11 Wood Tarver Financial Group, LLC 0.70% of their portfolio BOISE, ID 52,84252.8k $2.5m $2.5m 0.70% Reduced -140 -140
12 Ritter Daniher Financial Advisory LLC / DE 0.41% of their portfolio CINCINNATI, OH 52,06052.1k $2.5m $2.5m 0.41% Reduced -22.5k -22,539
13 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 48,93648.9k $2.3m $2.3m 0.00% Reduced -68.5k -68,530
14 Tanglewood Legacy Advisors, LLC 0.70% of their portfolio HOUSTON, TX 39,34139.3k $1.9m $1.9m 0.70% Unchanged
15 Ignite Planners, LLC 0.28% of their portfolio SAN CLEMENTE, CA 37,97938.0k $1.8m $1.8m 0.28% Reduced -473 -473
16 Arkadios Wealth Advisors 0.03% of their portfolio ATLANTA, GA 36,72036.7k $1.7m $1.7m 0.03% Reduced -2.0k -2,000
17 HARBOUR INVESTMENTS, INC. 0.03% of their portfolio MADISON, WI 35,28335.3k $1.7m $1.7m 0.03% Reduced -1.1k -1,109
18 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 28,46128.5k $1.3m $1.3m 0.00% Reduced -6.5k -6,536
19 Kovack Advisors, Inc. 0.06% of their portfolio FT. LAUDERDALE, FL 25,51725.5k $1.2m $1.2m 0.06% Added +2.7k +2,714
20 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 25,14725.1k $1.2m $1.2m 0.00% Reduced -400 -400
21 Integrity Financial Corp /WA 0.55% of their portfolio JACKSON, WY 22,84822.8k $1.1m $1.1m 0.55% Reduced -4.1k -4,074
22 StoneX Group Inc. 0.04% of their portfolio NEW YORK, NY 20,37420.4k $964.5k $964.5k 0.04% Added +1.0k +1,002
23 AlphaStar Capital Management, LLC 0.07% of their portfolio CORNELIUS, NC 19,97620.0k $945.7k $945.7k 0.07% Unchanged
24 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 19,01519.0k $900.2k $900.2k 0.00% Reduced -740 -740
25 Apollon Wealth Management, LLC 0.01% of their portfolio MOUNT PLEASANT, SC 17,52317.5k $829.6k $829.6k 0.01% Unchanged
26 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 17,39217.4k $823.4k $823.4k 0.00% Added +4.7k +4,667
27 Diversify Advisory Services, LLC 0.03% of their portfolio SANDY, UT 17,00017.0k $808.9k $808.9k 0.03% Unchanged
28 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 16,65516.7k $788.5k $788.5k 0.00% New
29 Clear Creek Financial Management, LLC 0.06% of their portfolio SILVERDALE, WA 15,73615.7k $745.0k $745.0k 0.06% Added +8.5k +8,461
30 Buck Wealth Strategies, LLC 0.09% of their portfolio DENVER, CO 15,40715.4k $729.4k $729.4k 0.09% Reduced -54 -54
31 Grantvest Financial Group LLC 0.46% of their portfolio MATAWAN, NJ 15,01615.0k $710.9k $710.9k 0.46% Reduced -408 -408
32 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 13,84513.8k $655.4k $655.4k 0.01% Added +212 +212
33 IMC-Chicago, LLC 0.01% of their portfolio CHICAGO, IL 13,62913.6k $645.2k $645.2k 0.01% New
34 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 11,83311.8k $560.2k $560.2k 0.01% Reduced -261 -261
35 Mariner, LLC 0.00% of their portfolio Overland Park, KS 11,75011.8k $556.3k $556.3k 0.00% Reduced -1.1k -1,075
36 EVOLUTION WEALTH MANAGEMENT INC. 0.45% of their portfolio FORT MYERS, FL 11,57111.6k $547.8k $547.8k 0.45% Reduced -2.3k -2,262
37 SOA Wealth Advisors, LLC. 0.09% of their portfolio NEW YORK, NY 11,52211.5k $545.5k $545.5k 0.09% Unchanged
38 Strategic Blueprint, LLC 0.03% of their portfolio ATLANTA, GA 11,37211.4k $538.4k $538.4k 0.03% Reduced -5.2k -5,244
39 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 11,23411.2k $531.8k $531.8k 0.01% Reduced -1.2k -1,215
40 Signal Advisors Wealth, LLC 0.04% of their portfolio DETROIT, MI 11,12711.1k $526.8k $526.8k 0.04% Added +4.5k +4,494
41 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 10,86710.9k $514.0k $514.0k 0.00% Unchanged
42 Sunbelt Securities, Inc. 0.03% of their portfolio HOUSTON, TX 10,22010.2k $483.8k $483.8k 0.03% Unchanged
43 Santori & Peters, Inc. 0.15% of their portfolio CANONSBURG, PA 9,3059.3k $440.5k $440.5k 0.15% Reduced -27.2k -27,249
44 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 8,9729.0k $424.7k $424.7k 0.00% Reduced -28.3k -28,290
45 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 8,6258.6k $408.3k $408.3k 0.01% Unchanged
46 Sequent Planning LLC 0.10% of their portfolio OMAHA, NE 8,3678.4k $396.1k $396.1k 0.10% Reduced -56 -56
47 Ameritas Advisory Services, LLC 0.01% of their portfolio Lincoln, NE 8,0648.1k $381.8k $381.8k 0.01% Reduced -11.0k -11,009
48 Stratos Wealth Partners, LTD. 0.00% of their portfolio BEACHWOOD, OH 7,6187.6k $360.6k $360.6k 0.00% Reduced -6.6k -6,638
49 First Heartland Consultants, Inc. 0.03% of their portfolio LAKE ST. LOUIS, MO 7,6107.6k $360.3k $360.3k 0.03% Reduced -2.6k -2,640
50 Lunt Capital Management, Inc. 0.13% of their portfolio HOLLADAY, UT 7,3307.3k $347.0k $347.0k 0.13% Unchanged
51 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.02% of their portfolio CEDAR RAPIDS, IA 7,2507.2k $343.2k $343.2k 0.02% Unchanged
52 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 7,2207.2k $341.8k $341.8k 0.00% Added +139 +139
53 JIM SAULNIER & ASSOCIATES, LLC 0.17% of their portfolio FORT COLLINS, CO 6,9727.0k $330.1k $330.1k 0.17% Reduced -3.0k -3,000
54 OGOREK ANTHONY JOSEPH /NY/ /ADV 0.09% of their portfolio WILLIAMSVILLE, NY 6,8136.8k $322.0k $322.0k 0.09% Unchanged
55 Waverly Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 6,6876.7k $316.6k $316.6k 0.00% New
56 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 6,5516.6k $310.1k $310.1k 0.00% Reduced -2.2k -2,234
57 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 6,1276.1k $290.1k $290.1k 0.01% Reduced -315 -315
58 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.00% of their portfolio IRVING, TX 6,0326.0k $285.6k $285.6k 0.00% Unchanged
59 LVZ, Inc. 0.03% of their portfolio Holland, MI 6,0176.0k $284.9k $284.9k 0.03% Added +429 +429
60 NewEdge Wealth, LLC 0.00% of their portfolio STAMFORD, CT 5,9896.0k $283.5k $283.5k 0.00% Unchanged
61 ARBOR CAPITAL MANAGEMENT INC /ADV 0.23% of their portfolio ANCHORAGE, AK 5,7625.8k $273.0k $273.0k 0.23% Reduced -176 -176
62 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 5,6285.6k $266.4k $266.4k 0.00% Reduced -6 -6
63 Rehmann Capital Advisory Group 0.01% of their portfolio LANSING, MI 5,6185.6k $266.0k $266.0k 0.01% Unchanged
64 Per Stirling Capital Management, LLC. 0.03% of their portfolio AUSTIN, TX 5,0665.1k $239.8k $239.8k 0.03% Reduced -5 -5
65 OneAscent Financial Services LLC 0.02% of their portfolio BIRMINGHAM, AL 5,0645.1k $239.7k $239.7k 0.02% Unchanged
66 INSIGNEO ADVISORY SERVICES, LLC 0.02% of their portfolio MIAMI, FL 4,8504.8k $229.6k $229.6k 0.02% Reduced -500 -500
67 Chris Bulman Inc 0.10% of their portfolio ROSEVILLE, CA 4,6424.6k $219.8k $219.8k 0.10% Unchanged
68 BIP Wealth, LLC 0.01% of their portfolio ATLANTA, GA 4,6284.6k $219.1k $219.1k 0.01% New
69 Core Wealth Partners LLC 0.10% of their portfolio SANTA ROSA, CA 4,5814.6k $216.9k $216.9k 0.10% Unchanged
70 Echo Wealth Management, LLC 0.13% of their portfolio PLYMOUTH, MN 4,5424.5k $215.0k $215.0k 0.13% Reduced -616 -616
71 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 4,4434.4k $210.3k $210.3k 0.00% Unchanged
72 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 4,3874.4k $207.7k $207.7k 0.00% Unchanged
73 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 3,9774.0k $188.3k $188.3k 0.00% Reduced -1.6k -1,603
74 Pinnacle Wealth Planning Services, Inc. 0.02% of their portfolio MANSFIELD, OH 3,4283.4k $162.3k $162.3k 0.02% Reduced -8.0k -8,000
75 LANARK FINANCIAL, INC. 0.01% of their portfolio BIRMINGHAM, AL 3,1603.2k $149.6k $149.6k 0.01% Reduced -40 -40
76 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 3,0093.0k $142.5k $142.5k 0.00% Unchanged
77 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 2,7962.8k $132.4k $132.4k 0.00% Reduced -1.4k -1,389
78 WINNACLE WEALTH LLC 0.09% of their portfolio WACO, TX 2,6172.6k $125.6k $125.6k 0.09% Reduced -121.5k -121,520
79 CENTAURUS FINANCIAL, INC. 0.00% of their portfolio ANAHEIM, CA 2,2022.2k $104.0k $104.0k 0.00% Reduced -798 -798
80 Glen Eagle Advisors, LLC 0.01% of their portfolio KINGSTON, NJ 2,0002.0k $94.7k $94.7k 0.01% Unchanged
81 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 1,9291.9k $91.3k $91.3k 0.00% Unchanged
82 DHJJ Financial Advisors, Ltd. 0.03% of their portfolio NAPERVILLE, IL 1,8751.9k $88.8k $88.8k 0.03% Unchanged
83 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 1,1531.2k $54.6k $54.6k 0.00% Reduced -18 -18
84 Archer Investment Corp 0.01% of their portfolio Carmel, IN 1,0471.0k $49.6k $49.6k 0.01% Unchanged
85 Topsail Wealth Management, LLC 0.01% of their portfolio CHARLOTTE, NC 1,0001.0k $47.3k $47.3k 0.01% Unchanged
86 Benson Wealth Management INC 0.05% of their portfolio OOLTEWAH, TN, TN 960960 $45.4k $45.4k 0.05% First filing
87 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 908908 $43.0k $43.0k 0.00% Added +866 +866
88 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 846846 $40.1k $40.1k 0.00% Added +396 +396
89 Anfield Capital Management, LLC 0.01% of their portfolio IRVINE, CA 759759 $35.9k $35.9k 0.01% Unchanged
90 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 313313 $14.8k $14.8k 0.00% Unchanged
91 N.E.W. Advisory Services LLC 0.00% of their portfolio DE PERE, WI 300300 $14.2k $14.2k 0.00% New
92 TUCKER ASSET MANAGEMENT LLC 0.00% of their portfolio LITTLETON, CO 149149 $7.1k $7.1k 0.00% Reduced -130 -130
93 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 146146 $6.9k $6.9k 0.00% New
94 UBS Group AG 0.00% of their portfolio ZURICH, V8 7676 $3.6k $3.6k 0.00% Reduced -1.3k -1,277