Vault-13

FIRST TR EXCHNG TRADED FD VI FJUN

FT VEST US EQT · ETP · CUSIP 33740F722

128 institutional holders +27 vs Q1 2024
5,624,8115.6m shares reported held*
$272.6mreported value*
33 new 44 added 37 reduced 8 sold out net bought ≈ $30.0m (+619.4k 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 ≈ $48.47.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 79Q4 22: 72Q1 23: 74Q2 23: 92Q3 23: 97Q4 23: 104Q1 24: 101Q2 24: 128128Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 202279
Q4 202272
Q1 202374
Q2 202392
Q3 202397
Q4 2023104
Q1 2024101
Q2 2024128

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 outQ2 23: 56 bought or addedQ2 23: 30 cut or sold outQ2 23Q3 23: 60 bought or addedQ3 23: 28 cut or sold outQ4 23: 24 bought or addedQ4 23: 59 cut or sold outQ4 23Q1 24: 34 bought or addedQ1 24: 65 cut or sold outQ2 24: 77 bought or addedQ2 24: 45 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 20223038
Q1 20232241
Q2 20235630
Q3 20236028
Q4 20232459
Q1 20243465
Q2 20247745

Biggest buyers

SMART Wealth LLC New +171,186+171.2k
EWG Elevate Inc. New +139,660+139.7k
OSAIC HOLDINGS, INC. Added +110,437+110.4k
ENVESTNET ASSET MANAGEMENT INC Added +88,096+88.1k
COMMONWEALTH EQUITY SERVICES, LLC Added +66,419+66.4k
Semus Wealth Partners LLC New +59,489+59.5k
Cetera Investment Advisers Added +45,555+45.6k
Ameritas Advisory Services, LLC Added +36,236+36.2k
Foundations Investment Advisors, LLC New +35,124+35.1k
Raymond James Financial Services Advisors, Inc. Added +30,442+30.4k

Biggest sellers

HARBOUR INVESTMENTS, INC. Reduced -68,838-68.8k
JANE STREET GROUP, LLC Sold out -55,006-55.0k
CWM, LLC Reduced -50,324-50.3k
Keystone Wealth Services, LLC Reduced -46,923-46.9k
STEPHENS INC /AR/ Reduced -37,644-37.6k
LPL Financial LLC Reduced -37,210-37.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -29,807-29.8k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -27,683-27.7k
Aptus Capital Advisors, LLC Reduced -27,149-27.1k
Financial Guidance Group, Inc. Reduced -27,149-27.1k

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 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio WALTHAM, MA 577,433577.4k $27.9m $27.9m 0.04% Added +66.4k +66,419
2 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 369,889369.9k $17.9m $17.9m 0.04% Added +110.4k +110,437
3 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 327,146327.1k $15.8m $15.8m 0.01% Added +88.1k +88,096
4 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 270,183270.2k $13.1m $13.1m 0.03% Added +45.6k +45,555
5 McCarthy & Cox 4.52% of their portfolio MARYSVILLE, OH 243,172243.2k $11.8m $11.8m 4.52% Reduced -83 -83
6 Keystone Wealth Services, LLC 2.89% of their portfolio PALM DESERT, CA 191,627191.6k $9.3m $9.3m 2.89% Reduced -46.9k -46,923
7 CWM, LLC 0.04% of their portfolio OMAHA, NE 179,574179.6k $8.7m $8.7m 0.04% Reduced -50.3k -50,324
8 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 172,113172.1k $8.3m $8.3m 0.00% Reduced -37.2k -37,210
9 SMART Wealth LLC 3.35% of their portfolio Omaha, NE 171,186171.2k $8.3m $8.3m 3.35% New
10 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 169,610169.6k $8.2m $8.2m 0.01% Added +30.4k +30,442
11 Mariner, LLC 0.01% of their portfolio Overland Park, KS 140,938140.9k $6.8m $6.8m 0.01% Added +3.1k +3,146
12 EWG Elevate Inc. 2.47% of their portfolio ROSEVILLE, CA 139,660139.7k $6.8m $6.8m 2.47% New
13 Atria Investments, Inc 0.09% of their portfolio Charlotte, NC 136,150136.2k $6.6m $6.6m 0.09% Reduced -7.3k -7,305
14 CreativeOne Wealth, LLC 0.30% of their portfolio OVERLAND PARK, KS 120,690120.7k $5.8m $5.8m 0.30% Reduced -2.6k -2,647
15 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 119,340119.3k $5.8m $5.8m 0.03% Added +14.0k +14,019
16 CENTRAL VALLEY ADVISORS, LLC 2.42% of their portfolio SACRAMENTO, CA 114,118114.1k $5.7m $5.7m 2.42% Added +3.6k +3,639
17 Sowell Financial Services LLC 0.22% of their portfolio NORTH LITTLE ROCK, AR 107,924107.9k $4.7m $4.7m 0.22% Added +4.2k +4,213
18 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 96,74196.7k $4.7m $4.7m 0.02% Added +12.8k +12,842
19 Aptus Capital Advisors, LLC 0.08% of their portfolio FAIRHOPE, AL 91,20791.2k $4.4m $4.4m 0.08% Reduced -27.1k -27,149
20 Financial Guidance Group, Inc. 2.71% of their portfolio Palm Harbor, FL 91,15991.2k $4.4m $4.4m 2.71% Reduced -27.1k -27,149
21 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 90,82190.8k $4.4m $4.4m 0.02% Reduced -6.7k -6,666
22 HARBOUR INVESTMENTS, INC. 0.15% of their portfolio MADISON, WI 89,11389.1k $4.3m $4.3m 0.15% Reduced -68.8k -68,838
23 STEPHENS INC /AR/ 0.06% of their portfolio LITTLE ROCK, AR 79,60079.6k $3.9m $3.9m 0.06% Reduced -37.6k -37,644
24 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 72,10172.1k $3.5m $3.5m 0.00% Added +26.6k +26,649
25 Valtinson Bruner Financial Planning LLC 1.37% of their portfolio NEW BRIGHTON, MN 71,43571.4k $3.5m $3.5m 1.37% Reduced -3.4k -3,391
26 REAP Financial Group, LLC 0.78% of their portfolio AUSTIN, TX 59,57659.6k $2.9m $2.9m 0.78% Added +724 +724
27 Semus Wealth Partners LLC 2.22% of their portfolio Boca Raton, FL 59,48959.5k $2.9m $2.9m 2.22% New
28 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 54,46854.5k $2.6m $2.6m 0.01% Reduced -8.2k -8,192
29 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 49,24749.2k $2.4m $2.4m 0.01% Reduced -27.7k -27,683
30 Ameritas Advisory Services, LLC 0.09% of their portfolio Lincoln, NE 47,96248.0k $2.3m $2.3m 0.09% Added +36.2k +36,236
31 Tanglewood Legacy Advisors, LLC 1.05% of their portfolio HOUSTON, TX 45,91045.9k $2.2m $2.2m 1.05% Reduced -782 -782
32 Fragasso Financial Advisors Inc 0.16% of their portfolio SEWICKLEY, PA 39,97540.0k $1.9m $1.9m 0.16% Added +1.6k +1,610
33 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 39,78139.8k $1.9m $1.9m 0.02% Added +25.4k +25,389
34 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.39% of their portfolio BLUE BELL, PA 38,65938.7k $1.9m $1.9m 0.39% Reduced -708 -708
35 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 38,00138.0k $1.8m $1.8m 0.01% Added +798 +798
36 Foundations Investment Advisors, LLC 0.04% of their portfolio PHOENIX, AZ 35,12435.1k $1.7m $1.7m 0.04% New
37 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 32,45532.5k $1.6m $1.6m 0.00% Added +20.8k +20,785
38 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 31,56231.6k $1.5m $1.5m 0.00% Reduced -4.1k -4,123
39 KESTRA PRIVATE WEALTH SERVICES, LLC 0.03% of their portfolio AUSTIN, TX 31,17231.2k $1.5m $1.5m 0.03% Reduced -4.7k -4,678
40 Freedom Investment Management, Inc. 0.11% of their portfolio SOUTH WINDSOR, CT 28,22128.2k $1.4m $1.4m 0.11% New
41 Integrity Financial Corp /WA 0.85% of their portfolio JACKSON, WY 28,04728.0k $1.4m $1.4m 0.85% Added +6.1k +6,063
42 Strategic Blueprint, LLC 0.09% of their portfolio ATLANTA, GA 27,16327.2k $1.3m $1.3m 0.09% Added +8.8k +8,764
43 Laidlaw Wealth Management LLC 0.72% of their portfolio NEW YORK CITY, NY 26,90826.9k $1.3m $1.3m 0.72% Added +905 +905
44 McKinley Carter Wealth Services, Inc. 0.08% of their portfolio WHEELING, WV 26,73426.7k $1.3m $1.3m 0.08% Added +2.4k +2,380
45 KMG FIDUCIARY PARTNERS, LLC 0.12% of their portfolio TOLEDO, OH 25,04625.0k $1.2m $1.2m 0.12% Unchanged
46 Apollon Wealth Management, LLC 0.04% of their portfolio MOUNT PLEASANT, SC 23,78423.8k $1.2m $1.2m 0.04% Reduced -3.0k -2,965
47 Camelot Portfolios, LLC 0.63% of their portfolio Maumee, OH 23,14123.1k $1.1m $1.1m 0.63% Added +2.6k +2,615
48 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 22,85822.9k $1.1m $1.1m 0.00% Added +2.8k +2,785
49 MGO ONE SEVEN LLC 0.05% of their portfolio Beachwood, OH 22,02522.0k $1.1m $1.1m 0.05% Added +15.8k +15,833
50 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 21,44221.4k $1.0m $1.0m 0.01% Reduced -1.2k -1,250
51 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 20,47720.5k $991.1k $991.1k 0.01% Added +15.7k +15,709
52 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 20,32820.3k $983.9k $983.9k 0.00% New
53 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 18,26818.3k $884.2k $884.2k 0.00% Reduced -14.8k -14,850
54 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.02% of their portfolio LOS ANGELES, CA 15,50215.5k $750.3k $750.3k 0.02% Added +1.5k +1,455
55 SOA Wealth Advisors, LLC. 0.14% of their portfolio NEW YORK, NY 14,12014.1k $683.4k $683.4k 0.14% Added +1.5k +1,465
56 CENTAURUS FINANCIAL, INC. 0.05% of their portfolio ANAHEIM, CA 14,11314.1k $683.0k $683.0k 0.05% Added +11.8k +11,842
57 B. Riley Wealth Advisors, Inc. 0.02% of their portfolio MEMPHIS, TN 13,65113.7k $660.7k $660.7k 0.02% Added +1.5k +1,454
58 Chicago Partners Investment Group LLC 0.02% of their portfolio CHICAGO, IL 13,29213.3k $642.9k $642.9k 0.02% Unchanged
59 SWMG, LLC 0.26% of their portfolio FORT WORTH, TX 12,17812.2k $589.4k $589.4k 0.26% Unchanged
60 DHJJ Financial Advisors, Ltd. 0.23% of their portfolio NAPERVILLE, IL 11,32811.3k $548.3k $548.3k 0.23% Added +4.1k +4,068
61 FWG Investments, LLC. 0.55% of their portfolio LEXINGTON, KY 11,22911.2k $543.5k $543.5k 0.55% Added +1.9k +1,875
62 Avior Wealth Management, LLC 0.02% of their portfolio OMAHA, NE 11,09811.1k $537.1k $537.1k 0.02% Unchanged
63 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 11,08011.1k $543.7k $543.7k 0.01% New
64 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 10,82810.8k $524.1k $524.1k 0.01% Reduced -870 -870
65 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.03% of their portfolio BIRMINGHAM, AL 10,14710.1k $491.1k $491.1k 0.03% Added +4.1k +4,100
66 Archer Investment Corp 0.14% of their portfolio Carmel, IN 9,96310.0k $482.2k $482.2k 0.14% Reduced -64 -64
67 Sunbelt Securities, Inc. 0.05% of their portfolio HOUSTON, TX 9,8629.9k $477.3k $477.3k 0.05% Reduced -836 -836
68 FSB PREMIER WEALTH MANAGEMENT, INC. 0.21% of their portfolio WATERLOO, IA 9,5629.6k $462.8k $462.8k 0.21% Added +1.7k +1,668
69 FLAGSTAR SECURITIES, INC 0.13% of their portfolio New York, NY 9,5509.6k $462.2k $462.2k 0.13% Reduced -2.8k -2,836
70 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 9,0409.0k $438.0k $438.0k 0.00% Reduced -8.7k -8,711
71 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 8,9839.0k $434.8k $434.8k 0.00% New
72 Foguth Wealth Management, LLC. 0.19% of their portfolio BRIGHTON, MI 8,8418.8k $427.9k $427.9k 0.19% New
73 Legacy Private Trust Co. 0.03% of their portfolio NEENAH, WI 8,3648.4k $404.8k $404.8k 0.03% New
74 CoreCap Advisors, LLC 0.04% of their portfolio SOUTHFIELD, MI 8,2428.2k $398.9k $398.9k 0.04% Added +950 +950
75 Harvest Investment Services, LLC 0.16% of their portfolio Oakbrook Terrace, IL 8,2258.2k $398.1k $398.1k 0.16% New
76 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 7,9417.9k $385.6k $385.6k 0.01% Added +3.4k +3,427
77 TFB Advisors LLC 0.12% of their portfolio OVERLAND PARK, KS 7,8077.8k $377.9k $377.9k 0.12% New
78 Main Street Financial Solutions, LLC 0.03% of their portfolio NEWTOWN, PA 7,6557.7k $370.5k $370.5k 0.03% Unchanged
79 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 7,5567.6k $365.7k $365.7k 0.01% Reduced -9.0k -9,001
80 BLACK POINT WEALTH MANAGEMENT 0.38% of their portfolio NAPLES, FL 7,5557.6k $365.7k $365.7k 0.38% First filing
81 Icon Wealth Advisors, LLC 0.03% of their portfolio HOUSTON, TX 7,4117.4k $361.9k $361.9k 0.03% Added +47 +47
82 HBW ADVISORY SERVICES LLC 0.06% of their portfolio SIMI VALLEY, CA 7,3237.3k $354.4k $354.4k 0.06% Reduced -1.9k -1,945
83 WESPAC Advisors SoCal, LLC 0.09% of their portfolio Pasadena, CA 7,3017.3k $353.4k $353.4k 0.09% New
84 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 6,9196.9k $334.9k $334.9k 0.01% New
85 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 6,4526.5k $312.3k $312.3k 0.01% Reduced -740 -740
86 MBL Wealth, LLC 0.03% of their portfolio CHARLOTTE, NC 6,4356.4k $311.5k $311.5k 0.03% New
87 MONEY CONCEPTS CAPITAL CORP 0.03% of their portfolio PALM BEACH GARDENS, FL 6,4246.4k $310.9k $310.9k 0.03% New
88 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 6,3676.4k $308.2k $308.2k 0.00% Added +784 +784
89 Plotkin Financial Advisors, LLC 0.20% of their portfolio CHEVY CHASE, MD 6,3456.3k $307.1k $307.1k 0.20% Added +1.1k +1,138
90 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 6,2216.2k $301.1k $301.1k 0.01% New
91 Echo Wealth Management, LLC 0.22% of their portfolio PLYMOUTH, MN 6,0026.0k $290.5k $290.5k 0.22% Added +201 +201
92 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 5,8915.9k $285.1k $285.1k 0.00% Added +1.0k +1,014
93 Summit Financial Wealth Advisors, LLC 0.06% of their portfolio Lafayette, LA 5,7675.8k $279.1k $279.1k 0.06% New
94 Maltin Wealth Management, Inc. 0.14% of their portfolio RIDGEWOOD, NJ 5,5245.5k $267.4k $267.4k 0.14% Reduced -11.7k -11,716
95 Cypress Wealth Services, LLC 0.06% of their portfolio PALM DESERT, CA 5,5055.5k $266.4k $266.4k 0.06% Unchanged
96 GTS SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 5,4395.4k $263.2k $263.2k 0.01% New
97 Lifeworks Advisors, LLC 0.07% of their portfolio GRAND RAPIDS, MI 5,0705.1k $245.4k $245.4k 0.07% Reduced -1.4k -1,410
98 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 4,8594.9k $235.2k $235.2k 0.00% New
99 Orion Portfolio Solutions, LLC 0.00% of their portfolio Omaha, NE 4,8594.9k $235.2k $235.2k 0.00% New
100 VestGen Investment Management 0.07% of their portfolio EGG HARBOR TOWNSHIP, NJ 4,7974.8k $232.2k $232.2k 0.07% New