Vault-13

FIRST TR EXCHNG TRADED FD VI FJUN

FT VEST US EQT · ETP · CUSIP 33740F722

101 institutional holders -3 vs Q4 2023
4,997,2285.0m shares reported held*
$234.4mreported value*
14 new 20 added 47 reduced 18 sold out net sold ≈ $107.6m (-2.3m 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 ≈ $46.91.

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 79Q4 22: 72Q1 23: 74Q2 23: 92Q3 23: 97Q4 23: 104Q1 24: 101101Q3 22Q1 23Q3 23Q1 24
Numbers
QuarterHolders
Q3 202279
Q4 202272
Q1 202374
Q2 202392
Q3 202397
Q4 2023104
Q1 2024101

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 23Q1 24: 34 bought or addedQ1 24: 65 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q4 20223038
Q1 20232241
Q2 20235630
Q3 20236028
Q4 20232459
Q1 20243465

Biggest buyers

Cetera Investment Advisers Added +129,250+129.2k
Aptus Capital Advisors, LLC Added +118,308+118.3k
Sowell Financial Services LLC Added +60,238+60.2k
JANE STREET GROUP, LLC Added +45,546+45.5k
JPMORGAN CHASE & CO Added +31,510+31.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +29,807+29.8k
Kestra Advisory Services, LLC Added +28,789+28.8k
CITADEL ADVISORS LLC New +16,546+16.5k
Avior Wealth Management, LLC New +11,098+11.1k
HRT FINANCIAL LP New +7,863+7.9k

Biggest sellers

Mason & Associates Inc Sold out -1,485,310-1.5m
OSAIC HOLDINGS, INC. Reduced -191,391-191.4k
MML INVESTORS SERVICES, LLC Reduced -162,580-162.6k
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC Sold out -122,128-122.1k
CWM, LLC Reduced -98,261-98.3k
OLD MISSION CAPITAL LLC Sold out -89,756-89.8k
Cetera Advisor Networks LLC Sold out -75,333-75.3k
BANK OF MONTREAL /CAN/ Sold out -73,600-73.6k
Cetera Advisors LLC Sold out -67,412-67.4k
Raymond James Financial Services Advisors, Inc. Reduced -53,516-53.5k

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, Q1 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio WALTHAM, MA 511,014511.0k $24.0m $24.0m 0.04% Reduced -30.3k -30,346
2 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 259,452259.5k $12.2m $12.2m 0.03% Reduced -191.4k -191,391
3 McCarthy & Cox 4.32% of their portfolio MARYSVILLE, OH 243,255243.3k $11.4m $11.4m 4.32% First filing
4 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 239,050239.1k $11.2m $11.2m 0.00% Added +2.1k +2,137
5 Keystone Wealth Services, LLC 3.65% of their portfolio PALM DESERT, CA 238,550238.6k $11.2m $11.2m 3.65% Added +41 +41
6 CWM, LLC 0.05% of their portfolio OMAHA, NE 229,898229.9k $10.8m $10.8m 0.05% Reduced -98.3k -98,261
7 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 224,628224.6k $10.6m $10.6m 0.02% Added +129.2k +129,250
8 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 209,323209.3k $9.8m $9.8m 0.01% Reduced -26.9k -26,942
9 HARBOUR INVESTMENTS, INC. 0.26% of their portfolio MADISON, WI 157,951158.0k $7.4m $7.4m 0.26% Reduced -12.2k -12,186
10 Atria Investments, Inc 0.09% of their portfolio Charlotte, NC 143,455143.5k $6.7m $6.7m 0.09% Added +4.6k +4,635
11 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 139,168139.2k $6.5m $6.5m 0.01% Reduced -53.5k -53,516
12 Mariner, LLC 0.01% of their portfolio Overland Park, KS 137,792137.8k $6.5m $6.5m 0.01% Reduced -1.8k -1,842
13 CreativeOne Wealth, LLC 0.23% of their portfolio OVERLAND PARK, KS 123,337123.3k $5.8m $5.8m 0.23% Reduced -35.3k -35,301
14 Aptus Capital Advisors, LLC 0.12% of their portfolio FAIRHOPE, AL 118,356118.4k $5.6m $5.6m 0.12% Added +118.3k +118,308
15 Financial Guidance Group, Inc. 3.61% of their portfolio Palm Harbor, FL 118,308118.3k $5.6m $5.6m 3.61% Reduced -304 -304
16 STEPHENS INC /AR/ 0.09% of their portfolio LITTLE ROCK, AR 117,244117.2k $5.5m $5.5m 0.09% Reduced -19.8k -19,828
17 CENTRAL VALLEY ADVISORS, LLC 2.68% of their portfolio SACRAMENTO, CA 110,479110.5k $5.2m $5.2m 2.68% Added +7.8k +7,803
18 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 105,321105.3k $5.0m $5.0m 0.03% Added +28.8k +28,789
19 Sowell Financial Services LLC 0.21% of their portfolio NORTH LITTLE ROCK, AR 103,711103.7k $4.4m $4.4m 0.21% Added +60.2k +60,238
20 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 97,48797.5k $4.6m $4.6m 0.02% Reduced -162.6k -162,580
21 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 83,89983.9k $3.9m $3.9m 0.02% Reduced -26.2k -26,246
22 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 76,93076.9k $3.6m $3.6m 0.01% Unchanged
23 Valtinson Bruner Financial Planning LLC 1.50% of their portfolio NEW BRIGHTON, MN 74,82674.8k $3.5m $3.5m 1.50% Reduced -40.0k -39,958
24 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 62,66062.7k $2.9m $2.9m 0.01% Reduced -19.9k -19,938
25 REAP Financial Group, LLC 0.76% of their portfolio AUSTIN, TX 58,85258.9k $2.8m $2.8m 0.76% Reduced -236 -236
26 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 55,00655.0k $2.6m $2.6m 0.00% Added +45.5k +45,546
27 Tanglewood Legacy Advisors, LLC 1.08% of their portfolio HOUSTON, TX 46,69246.7k $2.2m $2.2m 1.08% Unchanged
28 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 45,45245.5k $2.1m $2.1m 0.00% Reduced -6.1k -6,137
29 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.40% of their portfolio BLUE BELL, PA 39,36739.4k $1.9m $1.9m 0.40% Reduced -1.4k -1,415
30 Fragasso Financial Advisors Inc 0.15% of their portfolio SEWICKLEY, PA 38,36538.4k $1.8m $1.8m 0.15% Reduced -844 -844
31 AVANTAX ADVISORY SERVICES, INC. 0.02% of their portfolio DALLAS, TX 37,20337.2k $1.7m $1.7m 0.02% Reduced -1.7k -1,655
32 KESTRA PRIVATE WEALTH SERVICES, LLC 0.04% of their portfolio AUSTIN, TX 35,85035.9k $1.7m $1.7m 0.04% Reduced -28.3k -28,283
33 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 35,68535.7k $1.7m $1.7m 0.00% Reduced -4.0k -4,011
34 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 33,11833.1k $1.6m $1.6m 0.00% Added +31.5k +31,510
35 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 29,80729.8k $1.4m $1.4m 0.00% New
36 Apollon Wealth Management, LLC 0.04% of their portfolio MOUNT PLEASANT, SC 26,74926.7k $1.3m $1.3m 0.04% Unchanged
37 Laidlaw Wealth Management LLC 0.68% of their portfolio NEW YORK CITY, NY 26,00326.0k $1.2m $1.2m 0.68% Added +1.9k +1,900
38 KMG FIDUCIARY PARTNERS, LLC 0.12% of their portfolio TOLEDO, OH 25,04625.0k $1.2m $1.2m 0.12% Unchanged
39 McKinley Carter Wealth Services, Inc. 0.08% of their portfolio WHEELING, WV 24,35424.4k $1.1m $1.1m 0.08% Unchanged
40 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 22,69222.7k $1.1m $1.1m 0.01% Reduced -6.0k -6,034
41 Integrity Financial Corp /WA 0.71% of their portfolio JACKSON, WY 21,98422.0k $1.0m $1.0m 0.71% Reduced -1.9k -1,856
42 Camelot Portfolios, LLC 0.94% of their portfolio Maumee, OH 20,52620.5k $965.1k $965.1k 0.94% Reduced -6.1k -6,086
43 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 20,07320.1k $943.8k $943.8k 0.00% Reduced -289 -289
44 Strategic Blueprint, LLC 0.06% of their portfolio ATLANTA, GA 18,39918.4k $865.1k $865.1k 0.06% Reduced -1.5k -1,462
45 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 17,75117.8k $835.0k $835.0k 0.00% Added +5.3k +5,297
46 Maltin Wealth Management, Inc. 0.46% of their portfolio RIDGEWOOD, NJ 17,24017.2k $810.6k $810.6k 0.46% Added +394 +394
47 Sigma Planning Corp 0.02% of their portfolio ANN ARBOR, MI 16,55716.6k $778.5k $778.5k 0.02% Reduced -3.5k -3,479
48 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 16,54616.5k $778.0k $778.0k 0.00% New
49 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 14,39214.4k $676.7k $676.7k 0.01% Reduced -1.4k -1,393
50 EPG Wealth Management LLC 0.17% of their portfolio ATLANTA, GA 14,37014.4k $675.7k $675.7k 0.17% Unchanged
51 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.02% of their portfolio LOS ANGELES, CA 14,04714.0k $660.5k $660.5k 0.02% Reduced -1.4k -1,425
52 Chicago Partners Investment Group LLC 0.03% of their portfolio CHICAGO, IL 13,29213.3k $616.6k $616.6k 0.03% Unchanged
53 SOA Wealth Advisors, LLC. 0.12% of their portfolio NEW YORK, NY 12,65512.7k $595.0k $595.0k 0.12% Reduced -16 -16
54 FLAGSTAR SECURITIES, INC 0.16% of their portfolio New York, NY 12,38612.4k $582.4k $582.4k 0.16% Reduced -1.3k -1,315
55 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 12,19712.2k $494.5k $494.5k 0.01% Added +2.5k +2,514
56 SWMG, LLC 0.26% of their portfolio FORT WORTH, TX 12,17812.2k $572.6k $572.6k 0.26% Unchanged
57 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 11,72611.7k $544.4k $544.4k 0.02% Added +4.5k +4,534
58 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 11,69811.7k $550.0k $550.0k 0.01% Reduced -502 -502
59 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 11,67011.7k $549.0k $549.0k 0.00% Reduced -2.1k -2,135
60 Avior Wealth Management, LLC 0.02% of their portfolio OMAHA, NE 11,09811.1k $521.8k $521.8k 0.02% New
61 Sunbelt Securities, Inc. 0.06% of their portfolio HOUSTON, TX 10,69810.7k $503.0k $503.0k 0.06% Reduced -2.0k -1,954
62 Archer Investment Corp 0.14% of their portfolio Carmel, IN 10,02710.0k $471.5k $471.5k 0.14% Reduced -50 -50
63 FWG Investments, LLC. 0.48% of their portfolio LEXINGTON, KY 9,3549.4k $439.8k $439.8k 0.48% Unchanged
64 HBW ADVISORY SERVICES LLC 0.08% of their portfolio SIMI VALLEY, CA 9,2689.3k $409.0k $409.0k 0.08% Unchanged
65 FSB PREMIER WEALTH MANAGEMENT, INC. 0.17% of their portfolio WATERLOO, IA 7,8947.9k $371.2k $371.2k 0.17% Reduced -5.0k -5,026
66 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 7,8637.9k $369.0k $369.0k 0.00% New
67 Main Street Financial Solutions, LLC 0.04% of their portfolio NEWTOWN, PA 7,6557.7k $359.9k $359.9k 0.04% Unchanged
68 Icon Wealth Advisors, LLC 0.03% of their portfolio HOUSTON, TX 7,3647.4k $346.3k $346.3k 0.03% Reduced -2.3k -2,305
69 CoreCap Advisors, LLC 0.02% of their portfolio SOUTHFIELD, MI 7,2927.3k $342.9k $342.9k 0.02% Added +2.7k +2,693
70 DHJJ Financial Advisors, Ltd. 0.15% of their portfolio NAPERVILLE, IL 7,2607.3k $341.4k $341.4k 0.15% Reduced -310 -310
71 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 7,1927.2k $338.2k $338.2k 0.01% Reduced -617 -617
72 Lifeworks Advisors, LLC 0.09% of their portfolio GRAND RAPIDS, MI 6,4806.5k $304.7k $304.7k 0.09% New
73 MGO ONE SEVEN LLC 0.02% of their portfolio Beachwood, OH 6,1926.2k $291.1k $291.1k 0.02% Reduced -2.0k -1,969
74 UBS Group AG 0.00% of their portfolio ZURICH, V8 6,1886.2k $291.0k $291.0k 0.00% Added +4.6k +4,607
75 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.02% of their portfolio BIRMINGHAM, AL 6,0476.0k $284.3k $284.3k 0.02% Added +210 +210
76 Echo Wealth Management, LLC 0.23% of their portfolio PLYMOUTH, MN 5,8015.8k $272.8k $272.8k 0.23% New
77 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 5,5835.6k $262.5k $262.5k 0.00% Unchanged
78 Cypress Wealth Services, LLC 0.06% of their portfolio PALM DESERT, CA 5,5055.5k $258.8k $258.8k 0.06% Unchanged
79 Plotkin Financial Advisors, LLC 0.16% of their portfolio CHEVY CHASE, MD 5,2075.2k $244.8k $244.8k 0.16% Unchanged
80 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 4,8774.9k $229.3k $229.3k 0.00% Added +77 +77
81 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 4,7684.8k $224.2k $224.2k 0.00% Reduced -16.6k -16,556
82 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 4,5524.6k $214.0k $214.0k 0.01% Reduced -5.7k -5,732
83 ARBOR CAPITAL MANAGEMENT INC /ADV 0.20% of their portfolio ANCHORAGE, AK 4,5324.5k $214.2k $214.2k 0.20% New
84 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 4,5144.5k $212.2k $212.2k 0.01% New
85 First Heartland Consultants, Inc. 0.02% of their portfolio LAKE ST. LOUIS, MO 4,2874.3k $202.0k $202.0k 0.02% New
86 Glen Eagle Advisors, LLC 0.04% of their portfolio KINGSTON, NJ 4,0004.0k $188.1k $188.1k 0.04% Unchanged
87 LANARK FINANCIAL, INC. 0.01% of their portfolio BIRMINGHAM, AL 3,1883.2k $149.0k $149.0k 0.01% Reduced -145 -145
88 GeoWealth Management, LLC 0.01% of their portfolio CHICAGO, IL 2,9002.9k $136.4k $136.4k 0.01% Reduced -1.0k -1,017
89 Clear Point Advisors Inc. 0.10% of their portfolio MELVILLE, NY 2,6652.7k $125.3k $125.3k 0.10% Unchanged
90 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 2,2712.3k $107.0k $107.0k 0.01% Unchanged
91 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 1,7761.8k $83.5k $83.5k 0.00% Added +12 +12
92 Turtle Creek Wealth Advisors, LLC 0.02% of their portfolio DALLAS, TX 1,5261.5k $71.8k $71.8k 0.02% Unchanged
93 AdvisorNet Financial, Inc 0.01% of their portfolio MINNETONKA, MN 1,4001.4k $65.8k $65.8k 0.01% Reduced -700 -700
94 Key Financial Inc 0.01% of their portfolio WEST CHESTER, PA 1,0001.0k $47.0k $47.0k 0.01% New
95 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 876876 $41.2k $41.2k 0.00% Reduced -192 -192
96 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 700700 $32.9k $32.9k 0.00% Unchanged
97 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 612612 $28.8k $28.8k 0.00% New
98 COMERICA BANK 0.00% of their portfolio DALLAS, TX 457457 $21.5k $21.5k 0.00% New
99 OGOREK ANTHONY JOSEPH /NY/ /ADV 0.00% of their portfolio WILLIAMSVILLE, NY 148148 $6.0k $6.0k 0.00% Reduced -1.1k -1,121
100 WEST PACES ADVISORS INC. 0.00% of their portfolio ATLANTA, GA 131131 $6.2k $6.2k 0.00% New