Vault-13

FIRST TR EXCHNG TRADED FD VI FJUN

FT VEST US EQT · ETP · CUSIP 33740F722

104 institutional holders +7 vs Q3 2023
7,040,7137.0m shares reported held*
$310.9mreported value*
10 new 14 added 50 reduced 9 sold out net bought ≈ $43.3m (+981.7k 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 ≈ $44.16.

Trends to Q4 2023

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 79Q4 22: 72Q1 23: 74Q2 23: 92Q3 23: 97Q4 23: 104104Q3 22Q4 22Q1 23Q2 23Q3 23Q4 23
Numbers
QuarterHolders
Q3 202279
Q4 202272
Q1 202374
Q2 202392
Q3 202397
Q4 2023104

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 23Q4 23: 24 bought or addedQ4 23: 59 cut or sold outQ4 23
Numbers
QuarterBought or addedCut or sold out
Q4 20223038
Q1 20232241
Q2 20235630
Q3 20236028
Q4 20232459

Biggest buyers

Mason & Associates Inc New +1,485,310+1.5m
BANK OF MONTREAL /CAN/ New +73,600+73.6k
OLD MISSION CAPITAL LLC Added +69,238+69.2k
CWM, LLC Added +46,407+46.4k
LPL Financial LLC Added +33,360+33.4k
Kestra Advisory Services, LLC Added +28,347+28.3k
Prospera Financial Services Inc New +24,552+24.6k
CreativeOne Wealth, LLC Added +23,662+23.7k
Cetera Advisor Networks LLC Added +20,986+21.0k
Advisor Resource Council New +17,178+17.2k

Biggest sellers

OSAIC HOLDINGS, INC. Reduced -257,810-257.8k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -130,111-130.1k
ENVESTNET ASSET MANAGEMENT INC Reduced -108,905-108.9k
AE Wealth Management LLC Reduced -65,781-65.8k
JPMORGAN CHASE & CO Reduced -41,935-41.9k
MML INVESTORS SERVICES, LLC Reduced -35,379-35.4k
Sigma Planning Corp Reduced -32,010-32.0k
Kingsview Wealth Management, LLC Sold out -28,633-28.6k
HARBOUR INVESTMENTS, INC. Reduced -14,814-14.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -13,978-14.0k

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

Holders, Q4 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Mason & Associates Inc 19.27% of their portfolio LOS ANGELES, CA 1,485,3101.5m $65.6m $65.6m 19.27% New
2 COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio WALTHAM, MA 541,360541.4k $23.9m $23.9m 0.04% Reduced -130.1k -130,111
3 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 450,843450.8k $19.9m $19.9m 0.03% Reduced -257.8k -257,810
4 CWM, LLC 0.08% of their portfolio OMAHA, NE 328,159328.2k $14.5m $14.5m 0.08% Added +46.4k +46,407
5 MML INVESTORS SERVICES, LLC 0.05% of their portfolio SPRINGFIELD, MA 260,067260.1k $11.5m $11.5m 0.05% Reduced -35.4k -35,379
6 Keystone Wealth Services, LLC 3.61% of their portfolio PALM DESERT, CA 238,509238.5k $10.5m $10.5m 3.61% Reduced -3.8k -3,826
7 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 236,913236.9k $10.5m $10.5m 0.00% Reduced -108.9k -108,905
8 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 236,265236.3k $10.4m $10.4m 0.01% Added +33.4k +33,360
9 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 192,684192.7k $8.5m $8.5m 0.01% Reduced -3.4k -3,397
10 HARBOUR INVESTMENTS, INC. 0.31% of their portfolio MADISON, WI 170,137170.1k $7.5m $7.5m 0.31% Reduced -14.8k -14,814
11 CreativeOne Wealth, LLC 0.45% of their portfolio OVERLAND PARK, KS 158,638158.6k $7.0m $7.0m 0.45% Added +23.7k +23,662
12 Mariner, LLC 0.01% of their portfolio Overland Park, KS 139,634139.6k $6.2m $6.2m 0.01% Reduced -473 -473
13 Atria Investments, Inc 0.09% of their portfolio Charlotte, NC 138,820138.8k $6.1m $6.1m 0.09% Added +769 +769
14 STEPHENS INC /AR/ 0.10% of their portfolio LITTLE ROCK, AR 137,072137.1k $6.1m $6.1m 0.10% Reduced -9.5k -9,531
15 ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 2.21% of their portfolio New Cumberland, PA 122,128122.1k $5.4m $5.4m 2.21% Reduced -3.0k -2,960
16 Financial Guidance Group, Inc. 3.64% of their portfolio Palm Harbor, FL 118,612118.6k $5.2m $5.2m 3.64% Reduced -1.8k -1,770
17 Valtinson Bruner Financial Planning LLC 2.60% of their portfolio NEW BRIGHTON, MN 114,784114.8k $5.1m $5.1m 2.60% Reduced -1.4k -1,402
18 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 110,145110.1k $4.9m $4.9m 0.02% Reduced -7.0k -6,986
19 CENTRAL VALLEY ADVISORS, LLC 2.67% of their portfolio SACRAMENTO, CA 102,676102.7k $4.5m $4.5m 2.67% First filing
20 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 95,37895.4k $4.2m $4.2m 0.03% Reduced -3.7k -3,701
21 OLD MISSION CAPITAL LLC 0.11% of their portfolio CHICAGO, IL 89,75689.8k $4.0m $4.0m 0.11% Added +69.2k +69,238
22 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 82,59882.6k $3.6m $3.6m 0.01% Reduced -5.8k -5,790
23 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 76,93076.9k $3.4m $3.4m 0.01% Unchanged
24 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 76,53276.5k $3.4m $3.4m 0.03% Added +28.3k +28,347
25 Cetera Advisor Networks LLC 0.02% of their portfolio EL SEGUNDO, CA 75,33375.3k $3.3m $3.3m 0.02% Added +21.0k +20,986
26 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 73,60073.6k $3.3m $3.3m 0.00% New
27 Cetera Advisors LLC 0.04% of their portfolio DENVER, CO 67,41267.4k $3.0m $3.0m 0.04% Added +69 +69
28 KESTRA PRIVATE WEALTH SERVICES, LLC 0.07% of their portfolio AUSTIN, TX 64,13364.1k $2.8m $2.8m 0.07% Reduced -5.9k -5,855
29 REAP Financial Group, LLC 0.76% of their portfolio AUSTIN, TX 59,08859.1k $2.6m $2.6m 0.76% First filing
30 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 51,58951.6k $2.3m $2.3m 0.00% Reduced -1.2k -1,169
31 Tanglewood Legacy Advisors, LLC 1.13% of their portfolio HOUSTON, TX 46,69246.7k $2.1m $2.1m 1.13% Unchanged
32 Sowell Financial Services LLC 0.10% of their portfolio NORTH LITTLE ROCK, AR 43,47343.5k $1.9m $1.9m 0.10% Reduced -1.7k -1,655
33 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.43% of their portfolio BLUE BELL, PA 40,78240.8k $1.8m $1.8m 0.43% Reduced -201 -201
34 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 39,69639.7k $1.8m $1.8m 0.00% Reduced -1.3k -1,262
35 Fragasso Financial Advisors Inc 0.16% of their portfolio SEWICKLEY, PA 39,20939.2k $1.7m $1.7m 0.16% Reduced -588 -588
36 AVANTAX ADVISORY SERVICES, INC. 0.02% of their portfolio DALLAS, TX 38,85838.9k $1.7m $1.7m 0.02% Reduced -2.4k -2,354
37 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 28,72628.7k $1.3m $1.3m 0.01% Added +523 +523
38 Apollon Wealth Management, LLC 0.04% of their portfolio MOUNT PLEASANT, SC 26,74926.7k $1.2m $1.2m 0.04% Unchanged
39 Camelot Portfolios, LLC 0.70% of their portfolio Maumee, OH 26,61226.6k $1.2m $1.2m 0.70% Added +3.8k +3,785
40 KMG FIDUCIARY PARTNERS, LLC 0.13% of their portfolio TOLEDO, OH 25,04625.0k $1.1m $1.1m 0.13% Unchanged
41 Prospera Financial Services Inc 0.04% of their portfolio Dallas, TX 24,55224.6k $1.1m $1.1m 0.04% New
42 McKinley Carter Wealth Services, Inc. 0.08% of their portfolio WHEELING, WV 24,35424.4k $1.1m $1.1m 0.08% Unchanged
43 Laidlaw Wealth Management LLC 0.39% of their portfolio NEW YORK CITY, NY 24,10324.1k $1.1m $1.1m 0.39% Reduced -3.0k -3,012
44 Integrity Financial Corp /WA 0.76% of their portfolio JACKSON, WY 23,84023.8k $1.1m $1.1m 0.76% Reduced -3.1k -3,105
45 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 21,32421.3k $957.9k $957.9k 0.00% Reduced -65.8k -65,781
46 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 20,36220.4k $899.0k $899.0k 0.00% Reduced -8.4k -8,438
47 Sigma Planning Corp 0.07% of their portfolio ANN ARBOR, MI 20,03620.0k $884.6k $884.6k 0.07% Reduced -32.0k -32,010
48 Strategic Blueprint, LLC 0.07% of their portfolio ATLANTA, GA 19,86119.9k $876.9k $876.9k 0.07% Added +336 +336
49 Advisor Resource Council 0.09% of their portfolio DALLAS, TX 17,17817.2k $758.4k $758.4k 0.09% New
50 Maltin Wealth Management, Inc. 0.47% of their portfolio RIDGEWOOD, NJ 16,84616.8k $743.8k $743.8k 0.47% Reduced -394 -394
51 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 15,78515.8k $696.9k $696.9k 0.01% Added +4.0k +3,955
52 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.02% of their portfolio LOS ANGELES, CA 15,47215.5k $683.0k $683.0k 0.02% Unchanged
53 BAKER TILLY WEALTH MANAGEMENT, LLC 0.11% of their portfolio MADISON, WI 15,45915.5k $682.5k $682.5k 0.11% Reduced -2.2k -2,218
54 EPG Wealth Management LLC 0.17% of their portfolio ATLANTA, GA 14,37014.4k $651.0k $651.0k 0.17% Unchanged
55 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 13,80513.8k $609.0k $609.0k 0.00% Reduced -488 -488
56 FLAGSTAR SECURITIES, INC 0.19% of their portfolio New York, NY 13,70113.7k $604.9k $604.9k 0.19% Reduced -1.1k -1,065
57 Chicago Partners Investment Group LLC 0.03% of their portfolio CHICAGO, IL 13,29213.3k $595.3k $595.3k 0.03% Unchanged
58 FSB PREMIER WEALTH MANAGEMENT, INC. 0.29% of their portfolio WATERLOO, IA 12,92012.9k $570.4k $570.4k 0.29% Reduced -12 -12
59 SOA Wealth Advisors, LLC. 0.12% of their portfolio NEW YORK, NY 12,67112.7k $559.4k $559.4k 0.12% Reduced -297 -297
60 Sunbelt Securities, Inc. 0.07% of their portfolio HOUSTON, TX 12,65212.7k $558.6k $558.6k 0.07% Unchanged
61 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 12,45412.5k $551.0k $551.0k 0.00% Reduced -3.3k -3,300
62 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 12,20012.2k $538.6k $538.6k 0.01% Reduced -1.3k -1,280
63 SWMG, LLC 0.26% of their portfolio FORT WORTH, TX 12,17812.2k $537.7k $537.7k 0.26% Unchanged
64 WEDBUSH SECURITIES INC 0.02% of their portfolio PASADENA, CA 10,28410.3k $454.0k $454.0k 0.02% Reduced -3.0k -3,034
65 Archer Investment Corp 0.14% of their portfolio Carmel, IN 10,07710.1k $444.9k $444.9k 0.14% Reduced -841 -841
66 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 9,6839.7k $427.5k $427.5k 0.01% Reduced -2.5k -2,514
67 Icon Wealth Advisors, LLC 0.04% of their portfolio HOUSTON, TX 9,6699.7k $426.9k $426.9k 0.04% First filing
68 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 9,4609.5k $417.7k $417.7k 0.00% Added +4.2k +4,186
69 FWG Investments, LLC. 0.51% of their portfolio LEXINGTON, KY 9,3549.4k $413.0k $413.0k 0.51% First filing
70 HBW ADVISORY SERVICES LLC 0.08% of their portfolio SIMI VALLEY, CA 9,2689.3k $409.0k $409.0k 0.08% Reduced -1.2k -1,172
71 WORLD EQUITY GROUP, INC. 0.07% of their portfolio SCHAUMBURG, IL 8,1668.2k $360.5k $360.5k 0.07% New
72 MGO ONE SEVEN LLC 0.02% of their portfolio Beachwood, OH 8,1618.2k $360.3k $360.3k 0.02% Reduced -1.4k -1,424
73 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 7,8097.8k $344.8k $344.8k 0.02% Reduced -1.2k -1,213
74 Main Street Financial Solutions, LLC 0.04% of their portfolio NEWTOWN, PA 7,6557.7k $338.0k $338.0k 0.04% Unchanged
75 DHJJ Financial Advisors, Ltd. 0.16% of their portfolio NAPERVILLE, IL 7,5707.6k $334.2k $334.2k 0.16% Reduced -60 -60
76 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 7,1927.2k $321.0k $321.0k 0.02% Reduced -7.1k -7,104
77 LINCOLN NATIONAL CORP 0.01% of their portfolio RADNOR, PA 6,7506.8k $298.0k $298.0k 0.01% Unchanged
78 VestGen Investment Management 0.09% of their portfolio EGG HARBOR TOWNSHIP, NJ 6,6596.7k $294.0k $294.0k 0.09% Reduced -8.0k -8,039
79 City State Bank 0.13% of their portfolio NORWALK, IA 6,0506.0k $267.0k $267.0k 0.13% Unchanged
80 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.02% of their portfolio BIRMINGHAM, AL 5,8375.8k $257.7k $257.7k 0.02% Added +178 +178
81 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 5,5835.6k $246.5k $246.5k 0.00% Unchanged
82 Cypress Wealth Services, LLC 0.06% of their portfolio PALM DESERT, CA 5,5055.5k $243.0k $243.0k 0.06% Unchanged
83 Plotkin Financial Advisors, LLC 0.17% of their portfolio CHEVY CHASE, MD 5,2075.2k $229.9k $229.9k 0.17% Unchanged
84 Triumph Capital Management 0.09% of their portfolio DENVER, CO 5,0005.0k $220.8k $220.8k 0.09% Reduced -145 -145
85 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 4,8004.8k $211.9k $211.9k 0.00% New
86 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 4,5994.6k $203.0k $203.0k 0.01% New
87 Glen Eagle Advisors, LLC 0.04% of their portfolio KINGSTON, NJ 4,0004.0k $176.6k $176.6k 0.04% Unchanged
88 GeoWealth Management, LLC 0.01% of their portfolio CHICAGO, IL 3,9173.9k $173.0k $173.0k 0.01% Reduced -855 -855
89 LANARK FINANCIAL, INC. 0.01% of their portfolio BIRMINGHAM, AL 3,3333.3k $147.0k $147.0k 0.01% Reduced -231 -231
90 Clear Point Advisors Inc. 0.10% of their portfolio MELVILLE, NY 2,6652.7k $117.7k $117.7k 0.10% First filing
91 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 2,2712.3k $100.0k $100.0k 0.01% New
92 AdvisorNet Financial, Inc 0.01% of their portfolio MINNETONKA, MN 2,1002.1k $92.7k $92.7k 0.01% Unchanged
93 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 1,7641.8k $77.9k $77.9k 0.00% First filing
94 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,6081.6k $71.0k $71.0k 0.00% Reduced -41.9k -41,935
95 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,5811.6k $69.8k $69.8k 0.00% Reduced -391 -391
96 Turtle Creek Wealth Advisors, LLC 0.02% of their portfolio DALLAS, TX 1,5261.5k $67.4k $67.4k 0.02% First filing
97 OGOREK ANTHONY JOSEPH /NY/ /ADV 0.02% of their portfolio WILLIAMSVILLE, NY 1,2691.3k $56.0k $56.0k 0.02% Unchanged
98 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,0681.1k $47.2k $47.2k 0.00% Reduced -453 -453
99 AlphaMark Advisors, LLC 0.01% of their portfolio FT. WRIGHT, KY 800800 $35.0k $35.0k 0.01% Unchanged
100 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 791791 $34.9k $34.9k 0.00% New