Vault-13

FIRST TR EXCHNG TRADED FD VI FJUN

FT VEST US EQT · ETP · CUSIP 33740F722

97 institutional holders +5 vs Q2 2023
5,886,6195.9m shares reported held*
$238.6mreported value*
14 new 46 added 18 reduced 10 sold out net bought ≈ $42.8m (+1.1m 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 ≈ $40.54.

Trends to Q3 2023

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 79Q4 22: 72Q1 23: 74Q2 23: 92Q3 23: 9797Q3 22Q4 22Q1 23Q2 23Q3 23
Numbers
QuarterHolders
Q3 202279
Q4 202272
Q1 202374
Q2 202392
Q3 202397

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 23Q3 23: 60 bought or addedQ3 23: 28 cut or sold outQ3 23
Numbers
QuarterBought or addedCut or sold out
Q4 20223038
Q1 20232241
Q2 20235630
Q3 20236028

Biggest buyers

OSAIC HOLDINGS, INC. Added +239,135+239.1k
MML INVESTORS SERVICES, LLC Added +190,035+190.0k
LPL Financial LLC Added +189,325+189.3k
ENVESTNET ASSET MANAGEMENT INC Added +179,127+179.1k
CWM, LLC Added +76,221+76.2k
AE Wealth Management LLC Added +75,256+75.3k
Raymond James Financial Services Advisors, Inc. Added +66,888+66.9k
CreativeOne Wealth, LLC Added +59,560+59.6k
Cetera Investment Advisers Added +59,471+59.5k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +47,240+47.2k

Biggest sellers

BANK OF MONTREAL /CAN/ Sold out -196,600-196.6k
Kestra Advisory Services, LLC Reduced -161,886-161.9k
Lion Street Advisors, LLC Sold out -23,093-23.1k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -22,541-22.5k
WOLVERINE TRADING, LLC Sold out -13,789-13.8k
JANE STREET GROUP, LLC Reduced -13,113-13.1k
CITADEL ADVISORS LLC Reduced -13,068-13.1k
KESTRA PRIVATE WEALTH SERVICES, LLC Reduced -12,438-12.4k
WEDBUSH SECURITIES INC Reduced -7,499-7.5k
Sovereign Financial Group, Inc. Sold out -6,856-6.9k

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, Q3 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 708,653708.7k $28.7m $28.7m 0.04% Added +239.1k +239,135
2 COMMONWEALTH EQUITY SERVICES, LLC 0.06% of their portfolio WALTHAM, MA 671,471671.5k $27.2m $27.2m 0.06% Added +27.1k +27,097
3 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 345,818345.8k $14.0m $14.0m 0.01% Added +179.1k +179,127
4 MML INVESTORS SERVICES, LLC 0.07% of their portfolio SPRINGFIELD, MA 295,446295.4k $12.0m $12.0m 0.07% Added +190.0k +190,035
5 CWM, LLC 0.07% of their portfolio OMAHA, NE 281,752281.8k $11.4m $11.4m 0.07% Added +76.2k +76,221
6 Keystone Wealth Services, LLC 3.73% of their portfolio PALM DESERT, CA 242,335242.3k $9.8m $9.8m 3.73% Added +1.8k +1,778
7 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 202,905202.9k $8.2m $8.2m 0.01% Added +189.3k +189,325
8 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 196,081196.1k $7.9m $7.9m 0.01% Added +66.9k +66,888
9 HARBOUR INVESTMENTS, INC. 0.38% of their portfolio MADISON, WI 184,951185.0k $7.5m $7.5m 0.38% Added +15.9k +15,861
10 STEPHENS INC /AR/ 0.11% of their portfolio LITTLE ROCK, AR 146,603146.6k $5.9m $5.9m 0.11% Added +2.2k +2,171
11 Mariner, LLC 0.02% of their portfolio Overland Park, KS 140,107140.1k $5.7m $5.7m 0.02% Added +3.1k +3,095
12 Atria Investments, Inc 0.10% of their portfolio Charlotte, NC 138,051138.1k $5.6m $5.6m 0.10% Added +1.1k +1,116
13 CreativeOne Wealth, LLC 0.39% of their portfolio OVERLAND PARK, KS 134,976135.0k $5.5m $5.5m 0.39% Added +59.6k +59,560
14 ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 2.43% of their portfolio New Cumberland, PA 125,088125.1k $5.1m $5.1m 2.43% Added +23 +23
15 Financial Guidance Group, Inc. 3.67% of their portfolio Palm Harbor, FL 120,382120.4k $4.9m $4.9m 3.67% Added +34 +34
16 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 117,131117.1k $4.7m $4.7m 0.02% Added +18.6k +18,630
17 Valtinson Bruner Financial Planning LLC 2.58% of their portfolio NEW BRIGHTON, MN 116,186116.2k $4.7m $4.7m 2.58% Reduced -1.0k -1,032
18 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 99,07999.1k $4.0m $4.0m 0.03% Added +59.5k +59,471
19 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 88,38888.4k $3.6m $3.6m 0.01% Added +7.7k +7,711
20 AE Wealth Management LLC 0.02% of their portfolio TOPEKA, KS 87,10587.1k $3.5m $3.5m 0.02% Added +75.3k +75,256
21 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 76,93076.9k $3.1m $3.1m 0.01% Added +47.2k +47,240
22 KESTRA PRIVATE WEALTH SERVICES, LLC 0.09% of their portfolio AUSTIN, TX 69,98870.0k $2.8m $2.8m 0.09% Reduced -12.4k -12,438
23 Cetera Advisors LLC 0.04% of their portfolio DENVER, CO 67,34367.3k $2.7m $2.7m 0.04% Reduced -604 -604
24 Cetera Advisor Networks LLC 0.01% of their portfolio EL SEGUNDO, CA 54,34754.3k $2.2m $2.2m 0.01% Added +19.3k +19,327
25 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 52,75852.8k $2.1m $2.1m 0.00% Added +25.0k +25,046
26 Sigma Planning Corp 0.08% of their portfolio ANN ARBOR, MI 52,04652.0k $2.1m $2.1m 0.08% Added +33.4k +33,375
27 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 48,18548.2k $2.0m $2.0m 0.02% Reduced -161.9k -161,886
28 Tanglewood Legacy Advisors, LLC 1.13% of their portfolio HOUSTON, TX 46,69246.7k $1.9m $1.9m 1.13% Unchanged
29 Sowell Financial Services LLC 0.11% of their portfolio NORTH LITTLE ROCK, AR 45,12845.1k $1.8m $1.8m 0.11% Added +2.1k +2,059
30 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 43,54343.5k $1.8m $1.8m 0.00% Reduced -6.2k -6,176
31 AVANTAX ADVISORY SERVICES, INC. 0.02% of their portfolio DALLAS, TX 41,21241.2k $1.7m $1.7m 0.02% Added +33.1k +33,110
32 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.45% of their portfolio BLUE BELL, PA 40,98341.0k $1.7m $1.7m 0.45% Added +11.0k +10,977
33 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 40,95841.0k $1.7m $1.7m 0.00% Added +8.0k +8,034
34 Fragasso Financial Advisors Inc 0.17% of their portfolio SEWICKLEY, PA 39,79739.8k $1.6m $1.6m 0.17% Added +85 +85
35 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 28,80028.8k $1.2m $1.2m 0.00% Reduced -1.8k -1,841
36 Kingsview Wealth Management, LLC 0.04% of their portfolio GRANTS PASS, OR 28,63328.6k $1.2m $1.2m 0.04% New
37 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 28,20328.2k $1.1m $1.1m 0.01% Added +12.0k +12,039
38 Laidlaw Wealth Management LLC 0.36% of their portfolio NEW YORK CITY, NY 27,11527.1k $1.1m $1.1m 0.36% New
39 Integrity Financial Corp /WA 0.83% of their portfolio JACKSON, WY 26,94526.9k $1.1m $1.1m 0.83% Added +3.6k +3,555
40 Apollon Wealth Management, LLC 0.05% of their portfolio MOUNT PLEASANT, SC 26,74926.7k $1.1m $1.1m 0.05% Unchanged
41 KMG FIDUCIARY PARTNERS, LLC 0.13% of their portfolio TOLEDO, OH 25,04625.0k $1.0m $1.0m 0.13% New
42 McKinley Carter Wealth Services, Inc. 0.08% of their portfolio WHEELING, WV 24,35424.4k $987.3k $987.3k 0.08% Unchanged
43 Camelot Portfolios, LLC 0.89% of their portfolio Maumee, OH 22,82722.8k $925.4k $925.4k 0.89% Reduced -3.4k -3,444
44 OLD MISSION CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 20,51820.5k $831.8k $831.8k 0.03% New
45 Strategic Blueprint, LLC 0.07% of their portfolio ATLANTA, GA 19,52519.5k $791.5k $791.5k 0.07% Added +10.3k +10,337
46 BAKER TILLY WEALTH MANAGEMENT, LLC 0.12% of their portfolio MADISON, WI 17,67717.7k $716.6k $716.6k 0.12% Added +6.0k +5,970
47 Maltin Wealth Management, Inc. 0.49% of their portfolio RIDGEWOOD, NJ 17,24017.2k $698.9k $698.9k 0.49% Added +1.1k +1,149
48 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 15,75415.8k $639.0k $639.0k 0.00% Added +2.5k +2,550
49 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.02% of their portfolio LOS ANGELES, CA 15,47215.5k $627.0k $627.0k 0.02% Unchanged
50 FLAGSTAR SECURITIES, INC 0.23% of their portfolio New York, NY 14,76614.8k $598.6k $598.6k 0.23% Added +2.0k +2,033
51 VestGen Investment Management 0.18% of their portfolio EGG HARBOR TOWNSHIP, NJ 14,69814.7k $595.9k $595.9k 0.18% Added +717 +717
52 EPG Wealth Management LLC 0.18% of their portfolio ATLANTA, GA 14,37014.4k $582.6k $582.6k 0.18% Unchanged
53 Ameritas Advisory Services, LLC 0.03% of their portfolio Lincoln, NE 14,29614.3k $581.4k $581.4k 0.03% Added +2.6k +2,570
54 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 14,29314.3k $579.0k $579.0k 0.00% New
55 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 13,97814.0k $566.7k $566.7k 0.00% Reduced -22.5k -22,541
56 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 13,48013.5k $546.5k $546.5k 0.01% Added +50 +50
57 WEDBUSH SECURITIES INC 0.03% of their portfolio PASADENA, CA 13,31813.3k $540.0k $540.0k 0.03% Reduced -7.5k -7,499
58 Chicago Partners Investment Group LLC 0.03% of their portfolio CHICAGO, IL 13,29213.3k $533.7k $533.7k 0.03% Unchanged
59 SOA Wealth Advisors, LLC. 0.13% of their portfolio NEW YORK, NY 12,96813.0k $525.7k $525.7k 0.13% Added +908 +908
60 FSB PREMIER WEALTH MANAGEMENT, INC. 0.29% of their portfolio WATERLOO, IA 12,93212.9k $524.3k $524.3k 0.29% Reduced -2.5k -2,450
61 Sunbelt Securities, Inc. 0.07% of their portfolio HOUSTON, TX 12,65212.7k $512.9k $512.9k 0.07% Unchanged
62 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 12,19712.2k $494.5k $494.5k 0.01% Added +516 +516
63 SWMG, LLC 0.26% of their portfolio FORT WORTH, TX 12,17812.2k $493.7k $493.7k 0.26% Unchanged
64 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 11,83011.8k $479.6k $479.6k 0.01% Unchanged
65 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 11,45211.5k $464.3k $464.3k 0.00% Reduced -13.1k -13,068
66 Archer Investment Corp 0.16% of their portfolio Carmel, IN 10,91810.9k $442.6k $442.6k 0.16% Unchanged
67 HBW ADVISORY SERVICES LLC 0.09% of their portfolio SIMI VALLEY, CA 10,44010.4k $423.0k $423.0k 0.09% Reduced -7 -7
68 Icon Wealth Partners, LLC 0.04% of their portfolio HOUSTON, TX 9,6699.7k $392.0k $392.0k 0.04% Reduced -55 -55
69 MGO ONE SEVEN LLC 0.03% of their portfolio Beachwood, OH 9,5859.6k $388.6k $388.6k 0.03% Reduced -5.7k -5,740
70 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 9,0229.0k $365.8k $365.8k 0.02% Reduced -3.4k -3,388
71 First Heartland Consultants, Inc. 0.04% of their portfolio LAKE ST. LOUIS, MO 8,4558.5k $343.0k $343.0k 0.04% Added +924 +924
72 Main Street Financial Solutions, LLC 0.04% of their portfolio NEWTOWN, PA 7,6557.7k $310.3k $310.3k 0.04% Reduced -880 -880
73 DHJJ Financial Advisors, Ltd. 0.16% of their portfolio NAPERVILLE, IL 7,6307.6k $309.3k $309.3k 0.16% Added +470 +470
74 Sage Capital Advisors,llc 0.11% of their portfolio SIOUX FALLS, SD 7,1237.1k $288.8k $288.8k 0.11% Added +64 +64
75 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 7,0147.0k $284.3k $284.3k 0.01% Reduced -200 -200
76 LINCOLN NATIONAL CORP 0.01% of their portfolio RADNOR, PA 6,7506.8k $273.6k $273.6k 0.01% New
77 City State Bank 0.13% of their portfolio NORWALK, IA 6,0506.0k $245.0k $245.0k 0.13% Unchanged
78 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.02% of their portfolio BIRMINGHAM, AL 5,6595.7k $229.4k $229.4k 0.02% Added +884 +884
79 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 5,5835.6k $226.3k $226.3k 0.00% Added +600 +600
80 Cypress Wealth Services, LLC 0.06% of their portfolio PALM DESERT, CA 5,5055.5k $223.2k $223.2k 0.06% Unchanged
81 SFI Advisors, LLC 0.21% of their portfolio Montclair, NJ 5,2955.3k $214.7k $214.7k 0.21% New
82 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 5,2745.3k $213.8k $213.8k 0.00% Reduced -13.1k -13,113
83 Plotkin Financial Advisors, LLC 0.19% of their portfolio CHEVY CHASE, MD 5,2075.2k $211.1k $211.1k 0.19% Unchanged
84 Focus Financial Network, Inc. 0.01% of their portfolio MINNEAPOLIS, MN 5,1785.2k $209.9k $209.9k 0.01% Unchanged
85 Triumph Capital Management 0.09% of their portfolio DENVER, CO 5,1455.1k $208.6k $208.6k 0.09% Unchanged
86 GeoWealth Management, LLC 0.02% of their portfolio CHICAGO, IL 4,7724.8k $193.0k $193.0k 0.02% Added +3.6k +3,623
87 Glen Eagle Advisors, LLC 0.04% of their portfolio KINGSTON, NJ 4,0004.0k $162.2k $162.2k 0.04% Unchanged
88 LANARK FINANCIAL, INC. 0.02% of their portfolio BIRMINGHAM, AL 3,5643.6k $144.0k $144.0k 0.02% First filing
89 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.00% of their portfolio RICHMOND, VA 2,2402.2k $90.8k $90.8k 0.00% Unchanged
90 AdvisorNet Financial, Inc 0.01% of their portfolio MINNETONKA, MN 2,1002.1k $85.1k $85.1k 0.01% Unchanged
91 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,9722.0k $79.9k $79.9k 0.00% New
92 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,5211.5k $61.7k $61.7k 0.00% New
93 OGOREK ANTHONY JOSEPH /NY/ /ADV 0.02% of their portfolio WILLIAMSVILLE, NY 1,2691.3k $51.0k $51.0k 0.02% New
94 AlphaMark Advisors, LLC 0.01% of their portfolio FT. WRIGHT, KY 800800 $32.0k $32.0k 0.01% New
95 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 700700 $28.4k $28.4k 0.00% New
96 Element Wealth, LLC 0.01% of their portfolio RIDGELAND, MS 500500 $20.3k $20.3k 0.01% New
97 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 4848 $1.9k $1.9k 0.00% New