Vault-13

FIRST TR EXCHNG TRADED FD VI FJUN

FT VEST US EQT · ETP · CUSIP 33740F722

72 institutional holders -7 vs Q3 2022
4,367,0594.4m shares reported held*
$155.6mreported value*
8 new 22 added 25 reduced 13 sold out net sold ≈ $20.3m (-533.2k 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 ≈ $35.63.

Trends to Q4 2022

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 79Q4 22: 7272Q3 22Q4 22
Numbers
QuarterHolders
Q3 202279
Q4 202272

Biggest buyers

COMMONWEALTH EQUITY SERVICES, LLC Added +249,646+249.6k
KESTRA PRIVATE WEALTH SERVICES, LLC Added +188,369+188.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +126,852+126.9k
Legacy CG, LLC Added +110,739+110.7k
CWM, LLC New +86,319+86.3k
STEPHENS INC /AR/ Added +69,122+69.1k
HBK Sorce Advisory LLC Added +46,152+46.2k
OLD MISSION CAPITAL LLC Added +44,154+44.2k
OSAIC HOLDINGS, INC. Added +27,820+27.8k
Maltin Wealth Management, Inc. Added +23,219+23.2k

Biggest sellers

Kestra Advisory Services, LLC Reduced -694,505-694.5k
ROVIN CAPITAL /UT/ /ADV Sold out -320,223-320.2k
TRUSTCORE FINANCIAL SERVICES, LLC Reduced -266,720-266.7k
Onyx Bridge Wealth Group LLC Reduced -72,058-72.1k
Raymond James Financial Services Advisors, Inc. Reduced -29,080-29.1k
B. Riley Wealth Advisors, Inc. Sold out -23,154-23.2k
RAYMOND JAMES & ASSOCIATES Reduced -20,743-20.7k
PRW Wealth Management LLC Sold out -17,325-17.3k
Jaffetilchin Investment Partners, LLC Sold out -17,317-17.3k
CITADEL ADVISORS LLC Sold out -15,218-15.2k

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 +2.3 pts · filed 2026-04-27 67.1% +2.3 pts 13.1m≈ $784.7m 2026-04-27

Holders, Q4 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 COMMONWEALTH EQUITY SERVICES, LLC 0.05% of their portfolio WALTHAM, MA 584,952585.0k $21.1m $21.1m 0.05% Added +249.6k +249,646
2 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 315,956316.0k $11.4m $11.4m 0.02% Added +27.8k +27,820
3 Kestra Advisory Services, LLC 0.10% of their portfolio AUSTIN, TX 311,028311.0k $11.2m $11.2m 0.10% Reduced -694.5k -694,505
4 Raymond James Financial Services Advisors, Inc. 0.02% of their portfolio ST. PETERSBURG, FL 260,053260.1k $9.4m $9.4m 0.02% Reduced -29.1k -29,080
5 Legacy CG, LLC 4.73% of their portfolio PLANO, TX 223,308223.3k $8.1m $8.1m 4.73% Added +110.7k +110,739
6 KESTRA PRIVATE WEALTH SERVICES, LLC 0.37% of their portfolio AUSTIN, TX 200,864200.9k $7.3m $7.3m 0.37% Added +188.4k +188,369
7 Mariner, LLC 0.02% of their portfolio Overland Park, KS 168,031168.0k $6.1m $6.1m 0.02% Reduced -150 -150
8 Atria Investments, Inc 0.12% of their portfolio Charlotte, NC 164,273164.3k $5.9m $5.9m 0.12% Reduced -1.0k -1,044
9 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 135,119135.1k $4.9m $4.9m 0.01% Added +126.9k +126,852
10 Keystone Wealth Services, LLC 1.96% of their portfolio PALM DESERT, CA 124,760124.8k $4.5m $4.5m 1.96% Reduced -267 -267
11 Financial Guidance Group, Inc. 3.57% of their portfolio Palm Harbor, FL 121,646121.6k $4.4m $4.4m 3.57% Reduced -2.3k -2,279
12 Valtinson Bruner Financial Planning LLC 2.57% of their portfolio NEW BRIGHTON, MN 120,961121.0k $4.5m $4.5m 2.57% Reduced -659 -659
13 STEPHENS INC /AR/ 0.08% of their portfolio LITTLE ROCK, AR 111,530111.5k $4.0m $4.0m 0.08% Added +69.1k +69,122
14 Maltin Wealth Management, Inc. 2.85% of their portfolio RIDGEWOOD, NJ 108,527108.5k $3.9m $3.9m 2.85% Added +23.2k +23,219
15 HBK Sorce Advisory LLC 0.03% of their portfolio ERIE, PA 92,30492.3k $1.2m $1.2m 0.03% Added +46.2k +46,152
16 CWM, LLC 0.02% of their portfolio OMAHA, NE 86,31986.3k $3.1m $3.1m 0.02% New
17 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 86,28186.3k $3.1m $3.1m 0.00% Reduced -5.3k -5,261
18 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 76,69976.7k $2.8m $2.8m 0.01% Reduced -2.1k -2,080
19 BECK CAPITAL MANAGEMENT, LLC 1.08% of their portfolio AUSTIN, TX 70,83770.8k $2.6m $2.6m 1.08% Reduced -11.3k -11,292
20 OLD MISSION CAPITAL LLC 0.10% of their portfolio CHICAGO, IL 65,70665.7k $2.4m $2.4m 0.10% Added +44.2k +44,154
21 TRUSTCORE FINANCIAL SERVICES, LLC 0.16% of their portfolio BRENTWOOD, TN 49,82449.8k $1.8m $1.8m 0.16% Reduced -266.7k -266,720
22 Tanglewood Legacy Advisors, LLC 1.20% of their portfolio HOUSTON, TX 46,85346.9k $1.7m $1.7m 1.20% First filing
23 Fragasso Financial Advisors Inc 0.19% of their portfolio SEWICKLEY, PA 44,43744.4k $1.6m $1.6m 0.19% Unchanged
24 Sowell Financial Services LLC 0.10% of their portfolio NORTH LITTLE ROCK, AR 42,92042.9k $1.5m $1.5m 0.10% Added +6.7k +6,732
25 Cetera Advisors LLC 0.03% of their portfolio DENVER, CO 40,58940.6k $1.5m $1.5m 0.03% Reduced -805 -805
26 MGO ONE SEVEN LLC 0.14% of their portfolio Beachwood, OH 38,28638.3k $1.4m $1.4m 0.14% Reduced -9.1k -9,112
27 InterOcean Capital Group, LLC 0.04% of their portfolio NASHVILLE, TN 32,98733.0k $1.2m $1.2m 0.04% Reduced -2.6k -2,582
28 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.38% of their portfolio BLUE BELL, PA 31,78431.8k $1.1m $1.1m 0.38% Reduced -165 -165
29 ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 0.65% of their portfolio New Cumberland, PA 31,16931.2k $1.1m $1.1m 0.65% Added +235 +235
30 HARBOUR INVESTMENTS, INC. 0.07% of their portfolio MADISON, WI 30,09030.1k $1.1m $1.1m 0.07% Added +2.8k +2,780
31 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 29,98130.0k $1.1m $1.1m 0.01% Reduced -3.7k -3,725
32 Camelot Portfolios, LLC 0.76% of their portfolio Maumee, OH 28,41728.4k $1.0m $1.0m 0.76% Added +6.9k +6,903
33 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 25,30925.3k $914.0k $914.0k 0.00% Added +1.4k +1,376
34 Archer Investment Corp 0.34% of their portfolio Carmel, IN 23,92223.9k $863.6k $863.6k 0.34% Reduced -100 -100
35 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 23,51923.5k $849.0k $849.0k 0.00% Reduced -1.5k -1,473
36 McKinley Carter Wealth Services, Inc. 0.07% of their portfolio WHEELING, WV 23,04923.0k $832.1k $832.1k 0.07% Added +5.5k +5,500
37 Integrity Financial Corp /WA 0.77% of their portfolio JACKSON, WY 22,36422.4k $807.3k $807.3k 0.77% Unchanged
38 Cetera Advisor Networks LLC 0.01% of their portfolio EL SEGUNDO, CA 22,22622.2k $802.4k $802.4k 0.01% Unchanged
39 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 22,10822.1k $798.1k $798.1k 0.00% Reduced -20.7k -20,743
40 WEDBUSH SECURITIES INC 0.04% of their portfolio PASADENA, CA 22,09722.1k $798.0k $798.0k 0.04% Reduced -429 -429
41 Ameritas Advisory Services, LLC 0.04% of their portfolio Lincoln, NE 21,27421.3k $768.0k $768.0k 0.04% Added +3.7k +3,695
42 Sigma Planning Corp 0.03% of their portfolio ANN ARBOR, MI 19,55319.6k $705.9k $705.9k 0.03% Added +598 +598
43 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 17,06717.1k $616.1k $616.1k 0.01% New
44 Apollon Wealth Management, LLC 0.04% of their portfolio MOUNT PLEASANT, SC 15,85115.9k $572.2k $572.2k 0.04% Added +9.2k +9,167
45 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.02% of their portfolio LOS ANGELES, CA 15,47215.5k $558.0k $558.0k 0.02% Unchanged
46 EPG Wealth Management LLC 0.21% of their portfolio ATLANTA, GA 15,07015.1k $544.0k $544.0k 0.21% Unchanged
47 WOLVERINE TRADING, LLC 0.01% of their portfolio CHICAGO, IL 14,97315.0k $541.0k $541.0k 0.01% Added +7.8k +7,801
48 VestGen Investment Management 0.18% of their portfolio EGG HARBOR TOWNSHIP, NJ 14,88714.9k $537.4k $537.4k 0.18% Reduced -525 -525
49 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 13,95013.9k $503.6k $503.6k 0.00% Reduced -466 -466
50 FSB PREMIER WEALTH MANAGEMENT, INC. 0.28% of their portfolio WATERLOO, IA 13,94113.9k $503.3k $503.3k 0.28% Reduced -4.4k -4,427
51 Onyx Bridge Wealth Group LLC 0.21% of their portfolio TARRYTOWN, NY 13,90613.9k $507.4k $507.4k 0.21% Reduced -72.1k -72,058
52 Sunbelt Securities, Inc. 0.09% of their portfolio HOUSTON, TX 13,07013.1k $471.8k $471.8k 0.09% Unchanged
53 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 12,21912.2k $441.1k $441.1k 0.01% Added +985 +985
54 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 11,83011.8k $427.1k $427.1k 0.01% Unchanged
55 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 9,0169.0k $275.0k $275.0k 0.01% Added +1.8k +1,750
56 BAKER TILLY WEALTH MANAGEMENT, LLC 0.04% of their portfolio MADISON, WI 8,4328.4k $304.4k $304.4k 0.04% Unchanged
57 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 8,0368.0k $290.0k $290.0k 0.00% Added +141 +141
58 City State Bank 0.17% of their portfolio NORWALK, IA 7,8507.8k $283.0k $283.0k 0.17% Unchanged
59 FLAGSTAR SECURITIES, INC 0.10% of their portfolio New York, NY 7,7157.7k $278.5k $278.5k 0.10% Unchanged
60 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 7,6157.6k $274.9k $274.9k 0.01% New
61 Sovereign Financial Group, Inc. 0.10% of their portfolio STAMFORD, CT 6,8566.9k $247.5k $247.5k 0.10% Unchanged
62 Capital Analysts, LLC 0.01% of their portfolio FORT WASHINGTON, PA 6,1136.1k $221.0k $221.0k 0.01% Unchanged
63 DHJJ Financial Advisors, Ltd. 0.13% of their portfolio NAPERVILLE, IL 6,0906.1k $219.8k $219.8k 0.13% Unchanged
64 ARBOR CAPITAL MANAGEMENT INC /ADV 0.19% of their portfolio ANCHORAGE, AK 6,0556.1k $217.7k $217.7k 0.19% Unchanged
65 MONEY CONCEPTS CAPITAL CORP 0.01% of their portfolio PALM BEACH GARDENS, FL 4,6504.7k $167.9k $167.9k 0.01% New
66 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.01% of their portfolio BIRMINGHAM, AL 4,3704.4k $157.8k $157.8k 0.01% Unchanged
67 Glen Eagle Advisors, LLC 0.04% of their portfolio KINGSTON, NJ 4,0004.0k $144.4k $144.4k 0.04% Unchanged
68 AdvisorNet Financial, Inc 0.01% of their portfolio MINNETONKA, MN 2,3002.3k $83.0k $83.0k 0.01% Reduced -500 -500
69 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.01% of their portfolio RICHMOND, VA 2,2402.2k $80.9k $80.9k 0.01% New
70 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,4071.4k $51.0k $51.0k 0.00% New
71 UBS Group AG 0.00% of their portfolio ZURICH, V8 119119 $4.3k $4.3k 0.00% New
72 Asset Dedication, LLC 0.00% of their portfolio SAN FRANCISCO, CA 4747 $2.0k $2.0k 0.00% New