Vault-13

FIRST TR EXCHNG TRADED FD VI FJUN

FT VEST US EQT · ETP · CUSIP 33740F722

92 institutional holders +18 vs Q1 2023
4,828,5284.8m shares reported held*
$199.9mreported value*
23 new 33 added 24 reduced 6 sold out net bought ≈ $54.2m (+1.3m 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 ≈ $41.41.

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 79Q4 22: 72Q1 23: 74Q2 23: 9292Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 202279
Q4 202272
Q1 202374
Q2 202392

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 22: 30 bought or addedQ4 22: 38 cut or sold outQ4 22Q1 23: 22 bought or addedQ1 23: 41 cut or sold outQ1 23Q2 23: 56 bought or addedQ2 23: 30 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 20223038
Q1 20232241
Q2 20235630

Biggest buyers

BANK OF MONTREAL /CAN/ New +196,600+196.6k
OSAIC HOLDINGS, INC. Added +151,857+151.9k
HARBOUR INVESTMENTS, INC. Added +139,326+139.3k
Atria Investments, Inc New +136,935+136.9k
Mariner, LLC Added +120,600+120.6k
CWM, LLC Added +117,373+117.4k
Keystone Wealth Services, LLC Added +115,797+115.8k
MML INVESTORS SERVICES, LLC Added +95,721+95.7k
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC Added +93,896+93.9k
ENVESTNET ASSET MANAGEMENT INC Added +89,236+89.2k

Biggest sellers

KESTRA PRIVATE WEALTH SERVICES, LLC Reduced -97,476-97.5k
Raymond James Financial Services Advisors, Inc. Reduced -91,241-91.2k
Maltin Wealth Management, Inc. Reduced -90,893-90.9k
Kestra Advisory Services, LLC Reduced -46,760-46.8k
OLD MISSION CAPITAL LLC Sold out -33,968-34.0k
InterOcean Capital Group, LLC Sold out -27,701-27.7k
ROYAL BANK OF CANADA Reduced -16,434-16.4k
OPPENHEIMER & CO INC Sold out -13,451-13.5k
Allen Capital Group, LLC Sold out -12,088-12.1k
WEDBUSH SECURITIES INC Reduced -11,428-11.4k

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, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 COMMONWEALTH EQUITY SERVICES, LLC 0.05% of their portfolio WALTHAM, MA 644,374644.4k $26.7m $26.7m 0.05% Added +68.7k +68,688
2 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 469,518469.5k $19.5m $19.5m 0.03% Added +151.9k +151,857
3 Keystone Wealth Services, LLC 3.72% of their portfolio PALM DESERT, CA 240,557240.6k $10.0m $10.0m 3.72% Added +115.8k +115,797
4 Kestra Advisory Services, LLC 0.09% of their portfolio AUSTIN, TX 210,071210.1k $8.7m $8.7m 0.09% Reduced -46.8k -46,760
5 CWM, LLC 0.05% of their portfolio OMAHA, NE 205,531205.5k $8.5m $8.5m 0.05% Added +117.4k +117,373
6 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 196,600196.6k $8.2m $8.2m 0.00% New
7 HARBOUR INVESTMENTS, INC. 0.35% of their portfolio MADISON, WI 169,090169.1k $7.0m $7.0m 0.35% Added +139.3k +139,326
8 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 166,691166.7k $6.9m $6.9m 0.00% Added +89.2k +89,236
9 STEPHENS INC /AR/ 0.11% of their portfolio LITTLE ROCK, AR 144,432144.4k $6.0m $6.0m 0.11% Added +32.9k +32,902
10 Mariner, LLC 0.02% of their portfolio Overland Park, KS 137,012137.0k $5.7m $5.7m 0.02% Added +120.6k +120,600
11 Atria Investments, Inc 0.10% of their portfolio Charlotte, NC 136,935136.9k $5.7m $5.7m 0.10% New
12 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 129,193129.2k $5.4m $5.4m 0.01% Reduced -91.2k -91,241
13 ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 2.41% of their portfolio New Cumberland, PA 125,065125.1k $5.2m $5.2m 2.41% Added +93.9k +93,896
14 Financial Guidance Group, Inc. 3.67% of their portfolio Palm Harbor, FL 120,348120.3k $5.0m $5.0m 3.67% Reduced -921 -921
15 Valtinson Bruner Financial Planning LLC 2.62% of their portfolio NEW BRIGHTON, MN 117,218117.2k $4.9m $4.9m 2.62% Reduced -1.1k -1,143
16 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 105,411105.4k $4.4m $4.4m 0.02% Added +95.7k +95,721
17 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 98,50198.5k $4.1m $4.1m 0.02% Added +17.4k +17,386
18 KESTRA PRIVATE WEALTH SERVICES, LLC 0.12% of their portfolio AUSTIN, TX 82,42682.4k $3.4m $3.4m 0.12% Reduced -97.5k -97,476
19 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 80,67780.7k $3.3m $3.3m 0.01% Added +31.5k +31,458
20 CreativeOne Wealth, LLC 0.08% of their portfolio OVERLAND PARK, KS 75,41675.4k $3.1m $3.1m 0.08% New
21 Cetera Advisors LLC 0.04% of their portfolio DENVER, CO 67,94767.9k $2.8m $2.8m 0.04% Added +26.8k +26,815
22 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 49,71949.7k $2.1m $2.1m 0.00% Added +31.0k +31,037
23 Tanglewood Legacy Advisors, LLC 1.12% of their portfolio HOUSTON, TX 46,69246.7k $1.9m $1.9m 1.12% Unchanged
24 Sowell Financial Services LLC 0.10% of their portfolio NORTH LITTLE ROCK, AR 43,06943.1k $1.8m $1.8m 0.10% Added +6.9k +6,881
25 Fragasso Financial Advisors Inc 0.18% of their portfolio SEWICKLEY, PA 39,71239.7k $1.6m $1.6m 0.18% Reduced -3.1k -3,095
26 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 39,60839.6k $1.6m $1.6m 0.01% Added +13.7k +13,698
27 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 36,51936.5k $1.5m $1.5m 0.00% Reduced -7.7k -7,736
28 Cetera Advisor Networks LLC 0.01% of their portfolio EL SEGUNDO, CA 35,02035.0k $1.5m $1.5m 0.01% Added +12.2k +12,204
29 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 32,92432.9k $1.4m $1.4m 0.00% Added +9.2k +9,171
30 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 30,64130.6k $1.3m $1.3m 0.00% First filing
31 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.33% of their portfolio BLUE BELL, PA 30,00630.0k $1.2m $1.2m 0.33% Reduced -168 -168
32 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 29,69029.7k $1.2m $1.2m 0.01% Reduced -37 -37
33 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 27,71227.7k $1.1m $1.1m 0.00% Added +11.1k +11,077
34 Apollon Wealth Management, LLC 0.05% of their portfolio MOUNT PLEASANT, SC 26,74926.7k $1.1m $1.1m 0.05% Unchanged
35 Camelot Portfolios, LLC 0.68% of their portfolio Maumee, OH 26,27126.3k $1.1m $1.1m 0.68% Reduced -115 -115
36 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 24,52024.5k $1.0m $1.0m 0.00% New
37 McKinley Carter Wealth Services, Inc. 0.08% of their portfolio WHEELING, WV 24,35424.4k $1.0m $1.0m 0.08% Added +1.3k +1,305
38 Integrity Financial Corp /WA 0.73% of their portfolio JACKSON, WY 23,39023.4k $969.3k $969.3k 0.73% Added +1.0k +1,026
39 Lion Street Advisors, LLC 0.29% of their portfolio Austin, TX 23,09323.1k $864.3k $864.3k 0.29% Added +10.8k +10,799
40 WEDBUSH SECURITIES INC 0.04% of their portfolio PASADENA, CA 20,81720.8k $863.0k $863.0k 0.04% Reduced -11.4k -11,428
41 Sigma Planning Corp 0.03% of their portfolio ANN ARBOR, MI 18,67118.7k $773.8k $773.8k 0.03% Added +726 +726
42 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 18,38718.4k $762.0k $762.0k 0.00% New
43 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 16,16416.2k $669.8k $669.8k 0.01% Reduced -9.8k -9,753
44 Maltin Wealth Management, Inc. 0.47% of their portfolio RIDGEWOOD, NJ 16,09116.1k $666.8k $666.8k 0.47% Reduced -90.9k -90,893
45 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.02% of their portfolio LOS ANGELES, CA 15,47215.5k $641.0k $641.0k 0.02% Unchanged
46 FSB PREMIER WEALTH MANAGEMENT, INC. 0.35% of their portfolio WATERLOO, IA 15,38215.4k $637.4k $637.4k 0.35% Added +1.4k +1,441
47 MGO ONE SEVEN LLC 0.06% of their portfolio Beachwood, OH 15,32515.3k $635.1k $635.1k 0.06% Reduced -7.5k -7,536
48 EPG Wealth Management LLC 0.18% of their portfolio ATLANTA, GA 14,37014.4k $595.5k $595.5k 0.18% Unchanged
49 VestGen Investment Management 0.17% of their portfolio EGG HARBOR TOWNSHIP, NJ 13,98114.0k $579.4k $579.4k 0.17% Reduced -906 -906
50 WOLVERINE TRADING, LLC 0.01% of their portfolio CHICAGO, IL 13,78913.8k $567.1k $567.1k 0.01% Added +2.1k +2,095
51 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 13,58013.6k $562.8k $562.8k 0.00% New
52 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 13,43013.4k $556.5k $556.5k 0.01% Added +1.2k +1,223
53 Chicago Partners Investment Group LLC 0.03% of their portfolio CHICAGO, IL 13,29213.3k $557.5k $557.5k 0.03% New
54 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 13,20413.2k $547.0k $547.0k 0.00% Reduced -16.4k -16,434
55 FLAGSTAR SECURITIES, INC 0.20% of their portfolio New York, NY 12,73312.7k $527.7k $527.7k 0.20% Added +6.4k +6,418
56 Sunbelt Securities, Inc. 0.08% of their portfolio HOUSTON, TX 12,65212.7k $524.3k $524.3k 0.08% Unchanged
57 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 12,41012.4k $446.4k $446.4k 0.01% Added +5.2k +5,213
58 SWMG, LLC 0.26% of their portfolio FORT WORTH, TX 12,17812.2k $504.7k $504.7k 0.26% New
59 SOA Wealth Advisors, LLC. 0.12% of their portfolio NEW YORK, NY 12,06012.1k $499.8k $499.8k 0.12% New
60 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 11,84911.8k $491.0k $491.0k 0.00% Added +2.0k +2,028
61 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 11,83011.8k $490.2k $490.2k 0.01% Unchanged
62 Ameritas Advisory Services, LLC 0.06% of their portfolio Lincoln, NE 11,72611.7k $482.3k $482.3k 0.06% Reduced -770 -770
63 BAKER TILLY WEALTH MANAGEMENT, LLC 0.05% of their portfolio MADISON, WI 11,70711.7k $485.1k $485.1k 0.05% Added +3.3k +3,275
64 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 11,68111.7k $484.1k $484.1k 0.01% New
65 Archer Investment Corp 0.16% of their portfolio Carmel, IN 10,91810.9k $452.4k $452.4k 0.16% Reduced -60 -60
66 HBW ADVISORY SERVICES LLC 0.09% of their portfolio SIMI VALLEY, CA 10,44710.4k $433.0k $433.0k 0.09% New
67 Icon Wealth Partners, LLC 0.04% of their portfolio HOUSTON, TX 9,7249.7k $403.0k $403.0k 0.04% New
68 Strategic Blueprint, LLC 0.04% of their portfolio ATLANTA, GA 9,1889.2k $380.8k $380.8k 0.04% New
69 Main Street Financial Solutions, LLC 0.05% of their portfolio NEWTOWN, PA 8,5358.5k $353.7k $353.7k 0.05% New
70 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 8,1028.1k $335.7k $335.7k 0.00% Reduced -9.0k -8,965
71 First Heartland Consultants, Inc. 0.04% of their portfolio LAKE ST. LOUIS, MO 7,5317.5k $312.1k $312.1k 0.04% Added +874 +874
72 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 7,2147.2k $298.9k $298.9k 0.01% New
73 DHJJ Financial Advisors, Ltd. 0.15% of their portfolio NAPERVILLE, IL 7,1607.2k $296.7k $296.7k 0.15% Added +1.3k +1,295
74 Sage Capital Advisors,llc 0.10% of their portfolio SIOUX FALLS, SD 7,0597.1k $292.5k $292.5k 0.10% New
75 Sovereign Financial Group, Inc. 0.09% of their portfolio STAMFORD, CT 6,8566.9k $284.1k $284.1k 0.09% Unchanged
76 Consolidated Portfolio Review Corp 0.07% of their portfolio WOODBURY, NY 6,7286.7k $278.8k $278.8k 0.07% New
77 City State Bank 0.14% of their portfolio NORWALK, IA 6,0506.0k $251.0k $251.0k 0.14% Reduced -1.8k -1,800
78 HBK Sorce Advisory LLC 0.01% of their portfolio ERIE, PA 5,6395.6k $233.7k $233.7k 0.01% Reduced -4.8k -4,813
79 Cypress Wealth Services, LLC 0.06% of their portfolio PALM DESERT, CA 5,5055.5k $231.1k $231.1k 0.06% Unchanged
80 Plotkin Financial Advisors, LLC 0.18% of their portfolio CHEVY CHASE, MD 5,2075.2k $215.8k $215.8k 0.18% New
81 Focus Financial Network, Inc. 0.01% of their portfolio MINNEAPOLIS, MN 5,1785.2k $214.6k $214.6k 0.01% Reduced -197 -197
82 Triumph Capital Management 0.10% of their portfolio DENVER, CO 5,1455.1k $213.2k $213.2k 0.10% New
83 ARBOR CAPITAL MANAGEMENT INC /ADV 0.16% of their portfolio ANCHORAGE, AK 5,0125.0k $207.6k $207.6k 0.16% Reduced -1.0k -1,043
84 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 4,9835.0k $206.5k $206.5k 0.00% New
85 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.02% of their portfolio BIRMINGHAM, AL 4,7754.8k $197.9k $197.9k 0.02% Added +405 +405
86 PCA Investment Advisory Services Inc. 0.12% of their portfolio CINCINNATI, OH 4,6904.7k $194.4k $194.4k 0.12% Reduced -1.1k -1,080
87 Glen Eagle Advisors, LLC 0.04% of their portfolio KINGSTON, NJ 4,0004.0k $165.8k $165.8k 0.04% Unchanged
88 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.01% of their portfolio RICHMOND, VA 2,2402.2k $92.8k $92.8k 0.01% Unchanged
89 AdvisorNet Financial, Inc 0.01% of their portfolio MINNETONKA, MN 2,1002.1k $87.0k $87.0k 0.01% Unchanged
90 GeoWealth Management, LLC 0.01% of their portfolio CHICAGO, IL 1,1491.1k $48.0k $48.0k 0.01% New
91 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 1,1101.1k $46.0k $46.0k 0.00% New
92 Blue Trust, Inc. 0.00% of their portfolio BRENTWOOD, TN 800800 $31.0k $31.0k 0.00% New