Vault-13

FIRST TR EXCHNG TRADED FD VI FJUN

FT VEST US EQT · ETP · CUSIP 33740F722

137 institutional holders +9 vs Q2 2024
5,344,8545.3m shares reported held*
$270.0mreported value*
18 new 56 added 32 reduced 9 sold out net sold ≈ $13.9m (-273.5k 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 ($327.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $50.51.

Trends to Q3 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: 128Q3 24: 137137Q3 22Q1 23Q3 23Q1 24Q3 24
Numbers
QuarterHolders
Q3 202279
Q4 202272
Q1 202374
Q2 202392
Q3 202397
Q4 2023104
Q1 2024101
Q2 2024128
Q3 2024137

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 outQ1 23: 22 bought or addedQ1 23: 41 cut or sold outQ1 23Q2 23: 56 bought or addedQ2 23: 30 cut or sold outQ3 23: 60 bought or addedQ3 23: 28 cut or sold outQ3 23Q4 23: 24 bought or addedQ4 23: 59 cut or sold outQ1 24: 34 bought or addedQ1 24: 65 cut or sold outQ1 24Q2 24: 77 bought or addedQ2 24: 45 cut or sold outQ3 24: 74 bought or addedQ3 24: 41 cut or sold outQ3 24
Numbers
QuarterBought or addedCut or sold out
Q4 20223038
Q1 20232241
Q2 20235630
Q3 20236028
Q4 20232459
Q1 20243465
Q2 20247745
Q3 20247441

Biggest buyers

Raymond James Financial Services Advisors, Inc. Added +52,297+52.3k
Faithward Advisors, LLC New +45,855+45.9k
ENVESTNET ASSET MANAGEMENT INC Added +45,520+45.5k
Cetera Investment Advisers Added +43,550+43.5k
REAP Financial Group, LLC Added +42,936+42.9k
ASSETMARK, INC Added +40,334+40.3k
STEPHENS INC /AR/ Added +34,285+34.3k
CreativeOne Wealth, LLC Added +32,294+32.3k
Fragasso Financial Advisors Inc Added +26,880+26.9k
FWG Investments, LLC. Added +22,473+22.5k

Biggest sellers

COMMONWEALTH EQUITY SERVICES, LLC Reduced -248,253-248.3k
SMART Wealth LLC Reduced -166,110-166.1k
EWG Elevate Inc. Sold out -139,660-139.7k
Sowell Financial Services LLC Sold out -107,924-107.9k
CENTRAL VALLEY ADVISORS, LLC Reduced -105,075-105.1k
OSAIC HOLDINGS, INC. Reduced -98,867-98.9k
HARBOUR INVESTMENTS, INC. Reduced -30,422-30.4k
Aptus Capital Advisors, LLC Reduced -10,493-10.5k
Financial Guidance Group, Inc. Reduced -10,493-10.5k
Kestra Advisory Services, LLC Reduced -7,722-7.7k

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 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 372,666372.7k $18.8m $18.8m 0.01% Added +45.5k +45,520
2 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 329,180329.2k $16.6m $16.6m 0.03% Reduced -248.3k -248,253
3 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 313,733313.7k $15.8m $15.8m 0.03% Added +43.5k +43,550
4 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 271,022271.0k $13.7m $13.7m 0.03% Reduced -98.9k -98,867
5 McCarthy & Cox 4.69% of their portfolio MARYSVILLE, OH 241,965242.0k $12.2m $12.2m 4.69% Reduced -1.2k -1,207
6 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 221,907221.9k $11.2m $11.2m 0.01% Added +52.3k +52,297
7 Keystone Wealth Services, LLC 2.69% of their portfolio PALM DESERT, CA 192,377192.4k $9.7m $9.7m 2.69% Added +750 +750
8 CWM, LLC 0.04% of their portfolio OMAHA, NE 188,163188.2k $9.5m $9.5m 0.04% Added +8.6k +8,589
9 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 173,536173.5k $8.8m $8.8m 0.00% Added +1.4k +1,423
10 CreativeOne Wealth, LLC 0.26% of their portfolio OVERLAND PARK, KS 152,984153.0k $7.7m $7.7m 0.26% Added +32.3k +32,294
11 Mariner, LLC 0.01% of their portfolio Overland Park, KS 147,023147.0k $7.4m $7.4m 0.01% Added +6.1k +6,085
12 Atria Investments, Inc 0.09% of their portfolio Charlotte, NC 143,249143.2k $7.2m $7.2m 0.09% Added +7.1k +7,099
13 STEPHENS INC /AR/ 0.08% of their portfolio LITTLE ROCK, AR 113,885113.9k $5.8m $5.8m 0.08% Added +34.3k +34,285
14 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 111,618111.6k $5.6m $5.6m 0.03% Reduced -7.7k -7,722
15 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 103,760103.8k $5.2m $5.2m 0.02% Added +7.0k +7,019
16 REAP Financial Group, LLC 1.27% of their portfolio AUSTIN, TX 102,512102.5k $5.2m $5.2m 1.27% Added +42.9k +42,936
17 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 90,19690.2k $4.6m $4.6m 0.02% Reduced -625 -625
18 Aptus Capital Advisors, LLC 0.06% of their portfolio FAIRHOPE, AL 80,71480.7k $4.1m $4.1m 0.06% Reduced -10.5k -10,493
19 Financial Guidance Group, Inc. 2.38% of their portfolio Palm Harbor, FL 80,66680.7k $4.1m $4.1m 2.38% Reduced -10.5k -10,493
20 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 74,22374.2k $3.7m $3.7m 0.00% Added +2.1k +2,122
21 Valtinson Bruner Financial Planning LLC 1.19% of their portfolio NEW BRIGHTON, MN 67,60467.6k $3.4m $3.4m 1.19% Reduced -3.8k -3,831
22 Fragasso Financial Advisors Inc 0.26% of their portfolio SEWICKLEY, PA 66,85566.9k $3.4m $3.4m 0.26% Added +26.9k +26,880
23 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 60,66260.7k $3.1m $3.1m 0.01% Added +40.3k +40,334
24 AVANTAX ADVISORY SERVICES, INC. 0.02% of their portfolio DALLAS, TX 60,45660.5k $3.1m $3.1m 0.02% Added +22.5k +22,455
25 HARBOUR INVESTMENTS, INC. 0.09% of their portfolio MADISON, WI 58,69158.7k $3.0m $3.0m 0.09% Reduced -30.4k -30,422
26 Semus Wealth Partners LLC 1.98% of their portfolio Boca Raton, FL 55,96656.0k $2.8m $2.8m 1.98% Reduced -3.5k -3,523
27 Ameritas Advisory Services, LLC 0.12% of their portfolio Lincoln, NE 53,53753.5k $2.7m $2.7m 0.12% Added +5.6k +5,575
28 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 52,82852.8k $2.7m $2.7m 0.01% Reduced -1.6k -1,640
29 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 49,24749.2k $2.5m $2.5m 0.01% Unchanged
30 Tanglewood Legacy Advisors, LLC 1.03% of their portfolio HOUSTON, TX 45,91045.9k $2.3m $2.3m 1.03% Unchanged
31 Faithward Advisors, LLC 0.40% of their portfolio LANCASTER, PA 45,85545.9k $2.3m $2.3m 0.40% New
32 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 39,63839.6k $2.0m $2.0m 0.02% Reduced -143 -143
33 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 38,63938.6k $2.0m $2.0m 0.00% Added +7.1k +7,077
34 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.37% of their portfolio BLUE BELL, PA 38,18338.2k $1.9m $1.9m 0.37% Reduced -476 -476
35 Integrity Financial Corp /WA 1.03% of their portfolio JACKSON, WY 34,59634.6k $1.7m $1.7m 1.03% Added +6.5k +6,549
36 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 34,17534.2k $1.7m $1.7m 0.00% Added +1.7k +1,720
37 Foundations Investment Advisors, LLC 0.04% of their portfolio PHOENIX, AZ 33,85633.9k $1.7m $1.7m 0.04% Reduced -1.3k -1,268
38 FWG Investments, LLC. 1.47% of their portfolio LEXINGTON, KY 33,70233.7k $1.7m $1.7m 1.47% Added +22.5k +22,473
39 KESTRA PRIVATE WEALTH SERVICES, LLC 0.03% of their portfolio AUSTIN, TX 31,35231.4k $1.6m $1.6m 0.03% Added +180 +180
40 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 29,73129.7k $1.5m $1.5m 0.00% Added +6.9k +6,873
41 Strategic Blueprint, LLC 0.09% of their portfolio ATLANTA, GA 28,16828.2k $1.4m $1.4m 0.09% Added +1.0k +1,005
42 Laidlaw Wealth Management LLC 0.70% of their portfolio NEW YORK CITY, NY 28,13928.1k $1.4m $1.4m 0.70% Added +1.2k +1,231
43 Freedom Investment Management, Inc. 0.11% of their portfolio SOUTH WINDSOR, CT 27,05827.1k $1.4m $1.4m 0.11% Reduced -1.2k -1,163
44 McKinley Carter Wealth Services, Inc. 0.08% of their portfolio WHEELING, WV 26,73426.7k $1.4m $1.4m 0.08% Unchanged
45 MGO ONE SEVEN LLC 0.06% of their portfolio Beachwood, OH 26,12426.1k $1.3m $1.3m 0.06% Added +4.1k +4,099
46 KMG FIDUCIARY PARTNERS, LLC 0.11% of their portfolio TOLEDO, OH 25,04625.0k $1.3m $1.3m 0.11% Unchanged
47 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 23,86223.9k $1.2m $1.2m 0.00% Added +5.6k +5,594
48 Apollon Wealth Management, LLC 0.03% of their portfolio MOUNT PLEASANT, SC 23,78423.8k $1.2m $1.2m 0.03% Unchanged
49 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 21,38221.4k $1.1m $1.1m 0.01% Reduced -60 -60
50 Prosperity Consulting Group, LLC 0.08% of their portfolio OWINGS MILLS, MD 19,88019.9k $1.0m $1.0m 0.08% New
51 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 18,91718.9k $955.7k $955.7k 0.00% New
52 PRINCIPAL SECURITIES, INC. 0.02% of their portfolio DES MOINES, IA 18,64618.6k $942.0k $942.0k 0.02% Added +16.8k +16,848
53 Camelot Portfolios, LLC 0.92% of their portfolio Maumee, OH 18,50318.5k $934.8k $934.8k 0.92% Reduced -4.6k -4,638
54 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 18,46218.5k $932.7k $932.7k 0.01% Reduced -2.0k -2,015
55 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 16,20416.2k $818.6k $818.6k 0.00% New
56 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 15,51415.5k $783.8k $783.8k 0.01% Added +4.4k +4,434
57 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.02% of their portfolio LOS ANGELES, CA 15,50215.5k $783.2k $783.2k 0.02% Unchanged
58 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 15,30315.3k $773.1k $773.1k 0.00% New
59 EPG Wealth Management LLC 0.19% of their portfolio ATLANTA, GA 15,25015.2k $770.4k $770.4k 0.19% Added +15.2k +15,250
60 SOA Wealth Advisors, LLC. 0.14% of their portfolio NEW YORK, NY 14,88114.9k $751.8k $751.8k 0.14% Added +761 +761
61 CENTAURUS FINANCIAL, INC. 0.05% of their portfolio ANAHEIM, CA 14,06814.1k $711.0k $711.0k 0.05% Reduced -45 -45
62 Chicago Partners Investment Group LLC 0.02% of their portfolio CHICAGO, IL 13,29213.3k $673.4k $673.4k 0.02% Unchanged
63 Signal Advisors Wealth, LLC 0.09% of their portfolio DETROIT, MI 12,90112.9k $651.8k $651.8k 0.09% New
64 B. Riley Wealth Advisors, Inc. 0.02% of their portfolio MEMPHIS, TN 12,45112.5k $627.4k $627.4k 0.02% Reduced -1.2k -1,200
65 SWMG, LLC 0.26% of their portfolio FORT WORTH, TX 12,17812.2k $629.5k $629.5k 0.26% Unchanged
66 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 11,72811.7k $592.5k $592.5k 0.01% Added +900 +900
67 DHJJ Financial Advisors, Ltd. 0.22% of their portfolio NAPERVILLE, IL 11,14811.1k $563.2k $563.2k 0.22% Reduced -180 -180
68 ARBOR CAPITAL MANAGEMENT INC /ADV 0.46% of their portfolio ANCHORAGE, AK 10,84010.8k $483.8k $483.8k 0.46% Added +6.1k +6,111
69 Plotkin Financial Advisors, LLC 0.32% of their portfolio CHEVY CHASE, MD 10,52510.5k $531.7k $531.7k 0.32% Added +4.2k +4,180
70 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.03% of their portfolio BIRMINGHAM, AL 10,24810.2k $517.7k $517.7k 0.03% Added +101 +101
71 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 10,22410.2k $516.5k $516.5k 0.00% Added +1.2k +1,241
72 Archer Investment Corp 0.13% of their portfolio Carmel, IN 9,9029.9k $500.2k $500.2k 0.13% Reduced -61 -61
73 Sunbelt Securities, Inc. 0.05% of their portfolio HOUSTON, TX 9,8629.9k $498.2k $498.2k 0.05% Unchanged
74 FSB PREMIER WEALTH MANAGEMENT, INC. 0.20% of their portfolio WATERLOO, IA 9,5629.6k $483.1k $483.1k 0.20% Unchanged
75 FLAGSTAR SECURITIES, INC 0.12% of their portfolio New York, NY 9,5509.6k $482.5k $482.5k 0.12% Unchanged
76 TFB Advisors LLC 0.14% of their portfolio OVERLAND PARK, KS 9,4309.4k $476.4k $476.4k 0.14% Added +1.6k +1,623
77 CoreCap Advisors, LLC 0.02% of their portfolio SOUTHFIELD, MI 9,1319.1k $461.3k $461.3k 0.02% Added +889 +889
78 Foguth Wealth Management, LLC. 0.17% of their portfolio BRIGHTON, MI 9,0999.1k $458.1k $458.1k 0.17% Added +258 +258
79 CENTRAL VALLEY ADVISORS, LLC 0.26% of their portfolio SACRAMENTO, CA 9,0439.0k $456.9k $456.9k 0.26% Reduced -105.1k -105,075
80 United Advisor Group, LLC 0.10% of their portfolio CINCINNATI, OH 8,6658.7k $437.8k $437.8k 0.10% New
81 Harvest Investment Services, LLC 0.14% of their portfolio Oakbrook Terrace, IL 8,4168.4k $425.2k $425.2k 0.14% Added +191 +191
82 Avior Wealth Management, LLC 0.02% of their portfolio OMAHA, NE 8,1458.1k $411.5k $411.5k 0.02% Reduced -3.0k -2,953
83 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 7,9407.9k $403.0k $403.0k 0.01% Reduced -1 -1
84 WESPAC Advisors SoCal, LLC 0.09% of their portfolio Pasadena, CA 7,8707.9k $397.6k $397.6k 0.09% Added +569 +569
85 Main Street Financial Solutions, LLC 0.04% of their portfolio NEWTOWN, PA 7,6557.7k $386.7k $386.7k 0.04% Unchanged
86 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 7,5567.6k $382.0k $382.0k 0.00% Reduced -1.5k -1,484
87 BLACK POINT WEALTH MANAGEMENT 0.44% of their portfolio NAPLES, FL 7,5557.6k $381.7k $381.7k 0.44% Unchanged
88 ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 0.12% of their portfolio New Cumberland, PA 7,4577.5k $376.7k $376.7k 0.12% New
89 Icon Wealth Advisors, LLC 0.03% of their portfolio HOUSTON, TX 7,4117.4k $374.4k $374.4k 0.03% Unchanged
90 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 7,3967.4k $373.7k $373.7k 0.01% Reduced -160 -160
91 HBW ADVISORY SERVICES LLC 0.05% of their portfolio SIMI VALLEY, CA 7,3007.3k $368.8k $368.8k 0.05% Reduced -23 -23
92 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 7,2527.3k $366.4k $366.4k 0.01% Added +1.0k +1,031
93 KINGSWOOD WEALTH ADVISORS, LLC 0.03% of their portfolio SAN DIEGO, CA 7,1467.1k $360.0k $360.0k 0.03% Added +2.4k +2,446
94 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 6,9196.9k $349.5k $349.5k 0.01% Unchanged
95 Legacy Private Trust Co. 0.02% of their portfolio NEENAH, WI 6,7656.8k $341.8k $341.8k 0.02% Reduced -1.6k -1,599
96 UPTICK PARTNERS, LLC 0.14% of their portfolio NACOGDOCHES, TX 6,7436.7k $340.6k $340.6k 0.14% New
97 Ausdal Financial Partners, Inc. 0.03% of their portfolio Davenport, IA 6,6306.6k $334.9k $334.9k 0.03% New
98 FOUNDERS FINANCIAL SECURITIES LLC 0.03% of their portfolio TOWSON, MD 6,4746.5k $327.1k $327.1k 0.03% New
99 Horizon Investments, LLC 0.01% of their portfolio Charlotte, NC 6,4746.5k $327.1k $327.1k 0.01% Added +3.3k +3,324
100 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 6,4526.5k $326.0k $326.0k 0.01% Unchanged