Vault-13

FIRST TR EXCHNG TRADED FD VI FJUN

FT VEST US EQT · ETP · CUSIP 33740F722

145 institutional holders +8 vs Q3 2024
5,619,9005.6m shares reported held*
$288.9mreported value*
11 new 35 added 56 reduced 10 sold out net bought ≈ $9.0m (+173.2k 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 ($542.5k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $51.41.

Trends to Q4 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: 137Q4 24: 145145Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 202279
Q4 202272
Q1 202374
Q2 202392
Q3 202397
Q4 2023104
Q1 2024101
Q2 2024128
Q3 2024137
Q4 2024145

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q1 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 24Q3 24: 74 bought or addedQ3 24: 41 cut or sold outQ4 24: 46 bought or addedQ4 24: 66 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 20232241
Q2 20235630
Q3 20236028
Q4 20232459
Q1 20243465
Q2 20247745
Q3 20247441
Q4 20244666

Biggest buyers

AMERIPRISE FINANCIAL INC New +116,229+116.2k
ENVESTNET ASSET MANAGEMENT INC Added +83,011+83.0k
Foguth Wealth Management, LLC. Added +71,851+71.9k
Signal Advisors Wealth, LLC Added +53,839+53.8k
GDS Wealth Management New +40,465+40.5k
Sowell Financial Services LLC New +39,731+39.7k
ASSETMARK, INC Added +33,063+33.1k
U.S. Capital Wealth Advisors, LLC New +26,276+26.3k
Advisory Services Network, LLC New +24,682+24.7k
Arkadios Wealth Advisors New +18,110+18.1k

Biggest sellers

OSAIC HOLDINGS, INC. Reduced -41,424-41.4k
CreativeOne Wealth, LLC Reduced -38,436-38.4k
REAP Financial Group, LLC Reduced -34,998-35.0k
Janney Montgomery Scott LLC Sold out -34,175-34.2k
Ameritas Advisory Services, LLC Reduced -27,051-27.1k
JPMORGAN CHASE & CO Reduced -23,772-23.8k
Cetera Investment Advisers Reduced -21,456-21.5k
MGO ONE SEVEN LLC Reduced -19,748-19.7k
AVANTAX ADVISORY SERVICES, INC. Reduced -18,148-18.1k
CWM, LLC Reduced -17,443-17.4k

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 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 455,677455.7k $23.4m $23.4m 0.01% Added +83.0k +83,011
2 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 313,983314.0k $16.1m $16.1m 0.02% Reduced -15.2k -15,197
3 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 292,277292.3k $15.0m $15.0m 0.03% Reduced -21.5k -21,456
4 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 287,963288.0k $14.8m $14.8m 0.01% First filing
5 McCarthy & Cox 4.27% of their portfolio MARYSVILLE, OH 239,599239.6k $12.3m $12.3m 4.27% Reduced -2.4k -2,366
6 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 229,598229.6k $11.8m $11.8m 0.03% Reduced -41.4k -41,424
7 Keystone Wealth Services, LLC 2.58% of their portfolio PALM DESERT, CA 189,539189.5k $9.7m $9.7m 2.58% Reduced -2.8k -2,838
8 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 177,526177.5k $9.1m $9.1m 0.00% Added +4.0k +3,990
9 CWM, LLC 0.04% of their portfolio OMAHA, NE 170,720170.7k $8.8m $8.8m 0.04% Reduced -17.4k -17,443
10 Mariner, LLC 0.01% of their portfolio Overland Park, KS 142,825142.8k $7.3m $7.3m 0.01% Reduced -4.2k -4,198
11 Atria Investments, Inc 0.09% of their portfolio Charlotte, NC 137,384137.4k $7.1m $7.1m 0.09% Reduced -5.9k -5,865
12 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 116,229116.2k $6.0m $6.0m 0.00% New
13 CreativeOne Wealth, LLC 0.18% of their portfolio OVERLAND PARK, KS 114,548114.5k $5.9m $5.9m 0.18% Reduced -38.4k -38,436
14 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 114,230114.2k $5.9m $5.9m 0.03% Added +2.6k +2,612
15 STEPHENS INC /AR/ 0.08% of their portfolio LITTLE ROCK, AR 113,885113.9k $5.9m $5.9m 0.08% Unchanged
16 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 100,338100.3k $5.2m $5.2m 0.02% Reduced -3.4k -3,422
17 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 93,72593.7k $4.8m $4.8m 0.01% Added +33.1k +33,063
18 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 85,89585.9k $4.4m $4.4m 0.02% Reduced -4.3k -4,301
19 Foguth Wealth Management, LLC. 1.12% of their portfolio BRIGHTON, MI 80,95081.0k $4.3m $4.3m 1.12% Added +71.9k +71,851
20 Aptus Capital Advisors, LLC 0.05% of their portfolio FAIRHOPE, AL 75,50775.5k $3.9m $3.9m 0.05% Reduced -5.2k -5,207
21 Financial Guidance Group, Inc. 2.12% of their portfolio Palm Harbor, FL 75,45975.5k $3.9m $3.9m 2.12% Reduced -5.2k -5,207
22 Valtinson Bruner Financial Planning LLC 1.23% of their portfolio NEW BRIGHTON, MN 68,34568.3k $3.5m $3.5m 1.23% Added +741 +741
23 REAP Financial Group, LLC 0.86% of their portfolio AUSTIN, TX 67,51467.5k $3.5m $3.5m 0.86% Reduced -35.0k -34,998
24 Signal Advisors Wealth, LLC 0.39% of their portfolio DETROIT, MI 66,74066.7k $3.4m $3.4m 0.39% Added +53.8k +53,839
25 Fragasso Financial Advisors Inc 0.26% of their portfolio SEWICKLEY, PA 66,25566.3k $3.4m $3.4m 0.26% Reduced -600 -600
26 Bison Wealth, LLC 0.38% of their portfolio ATLANTA, GA 60,87860.9k $3.1m $3.1m 0.38% First filing
27 HARBOUR INVESTMENTS, INC. 0.08% of their portfolio MADISON, WI 56,55956.6k $2.9m $2.9m 0.08% Reduced -2.1k -2,132
28 Semus Wealth Partners LLC 1.90% of their portfolio Boca Raton, FL 55,96656.0k $2.9m $2.9m 1.90% Unchanged
29 Faithward Advisors, LLC 0.48% of their portfolio LANCASTER, PA 54,75854.8k $2.8m $2.8m 0.48% Added +8.9k +8,903
30 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 53,33653.3k $2.7m $2.7m 0.01% Added +4.1k +4,089
31 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 49,45249.5k $2.5m $2.5m 0.01% Reduced -3.4k -3,376
32 Tanglewood Legacy Advisors, LLC 0.98% of their portfolio HOUSTON, TX 44,42144.4k $2.3m $2.3m 0.98% Reduced -1.5k -1,489
33 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 42,30842.3k $2.2m $2.2m 0.01% Reduced -18.1k -18,148
34 GDS Wealth Management 0.19% of their portfolio FLOWER MOUND, TX 40,46540.5k $2.1m $2.1m 0.19% New
35 Sowell Financial Services LLC 0.11% of their portfolio NORTH LITTLE ROCK, AR 39,73139.7k $2.0m $2.0m 0.11% New
36 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 39,28339.3k $2.0m $2.0m 0.02% Reduced -355 -355
37 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.36% of their portfolio BLUE BELL, PA 36,90136.9k $1.9m $1.9m 0.36% Reduced -1.3k -1,282
38 Integrity Financial Corp /WA 1.00% of their portfolio JACKSON, WY 33,84933.8k $1.7m $1.7m 1.00% Reduced -747 -747
39 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 32,78632.8k $1.7m $1.7m 0.00% Added +3.1k +3,055
40 Foundations Investment Advisors, LLC 0.03% of their portfolio PHOENIX, AZ 32,52832.5k $1.7m $1.7m 0.03% Reduced -1.3k -1,328
41 FWG Investments, LLC. 1.28% of their portfolio LEXINGTON, KY 32,13832.1k $1.7m $1.7m 1.28% Reduced -1.6k -1,564
42 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 31,35331.4k $1.6m $1.6m 0.00% Reduced -7.3k -7,286
43 KESTRA PRIVATE WEALTH SERVICES, LLC 0.03% of their portfolio AUSTIN, TX 31,35231.4k $1.6m $1.6m 0.03% Unchanged
44 Freedom Investment Management, Inc. 0.12% of their portfolio SOUTH WINDSOR, CT 28,82128.8k $1.5m $1.5m 0.12% Added +1.8k +1,763
45 Laidlaw Wealth Management LLC 0.63% of their portfolio NEW YORK CITY, NY 28,29328.3k $1.5m $1.5m 0.63% Added +154 +154
46 Strategic Blueprint, LLC 0.08% of their portfolio ATLANTA, GA 26,88726.9k $1.4m $1.4m 0.08% Reduced -1.3k -1,281
47 McKinley Carter Wealth Services, Inc. 0.08% of their portfolio WHEELING, WV 26,73426.7k $1.4m $1.4m 0.08% Unchanged
48 Ameritas Advisory Services, LLC 0.05% of their portfolio Lincoln, NE 26,48626.5k $1.4m $1.4m 0.05% Reduced -27.1k -27,051
49 U.S. Capital Wealth Advisors, LLC 0.04% of their portfolio AUSTIN, TX 26,27626.3k $1.4m $1.4m 0.04% New
50 KMG FIDUCIARY PARTNERS, LLC 0.11% of their portfolio TOLEDO, OH 25,04625.0k $1.3m $1.3m 0.11% Unchanged
51 Advisory Services Network, LLC 0.02% of their portfolio ATLANTA, GA 24,68224.7k $1.3m $1.3m 0.02% New
52 Prosperity Consulting Group, LLC 0.09% of their portfolio OWINGS MILLS, MD 23,81823.8k $1.2m $1.2m 0.09% Added +3.9k +3,938
53 Apollon Wealth Management, LLC 0.03% of their portfolio MOUNT PLEASANT, SC 23,77223.8k $1.2m $1.2m 0.03% Reduced -12 -12
54 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 19,47719.5k $1.0m $1.0m 0.01% Reduced -1.9k -1,905
55 PRINCIPAL SECURITIES, INC. 0.02% of their portfolio DES MOINES, IA 19,47119.5k $1.0m $1.0m 0.02% Added +825 +825
56 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 19,19319.2k $986.1k $986.1k 0.01% Added +3.7k +3,679
57 NOVEM GROUP 0.15% of their portfolio Rochester, NY 18,99019.0k $975.7k $975.7k 0.15% First filing
58 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 18,68618.7k $960.1k $960.1k 0.00% Added +3.4k +3,383
59 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 18,50518.5k $950.8k $950.8k 0.01% Added +43 +43
60 Arkadios Wealth Advisors 0.05% of their portfolio ATLANTA, GA 18,11018.1k $930.5k $930.5k 0.05% New
61 Camelot Portfolios, LLC 0.97% of their portfolio Maumee, OH 17,45017.4k $896.6k $896.6k 0.97% Reduced -1.1k -1,053
62 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.02% of their portfolio LOS ANGELES, CA 15,50215.5k $796.5k $796.5k 0.02% Unchanged
63 EPG Wealth Management LLC 0.21% of their portfolio ATLANTA, GA 15,25015.2k $783.5k $783.5k 0.21% Unchanged
64 SOA Wealth Advisors, LLC. 0.14% of their portfolio NEW YORK, NY 14,49414.5k $744.7k $744.7k 0.14% Reduced -387 -387
65 CENTAURUS FINANCIAL, INC. 0.04% of their portfolio ANAHEIM, CA 14,06814.1k $723.0k $723.0k 0.04% Unchanged
66 KINGSWOOD WEALTH ADVISORS, LLC 0.05% of their portfolio SAN DIEGO, CA 13,99614.0k $719.1k $719.1k 0.05% Added +6.8k +6,850
67 TFB Advisors LLC 0.19% of their portfolio OVERLAND PARK, KS 13,09813.1k $673.0k $673.0k 0.19% Added +3.7k +3,668
68 B. Riley Wealth Advisors, Inc. 0.02% of their portfolio MEMPHIS, TN 12,45112.5k $639.7k $639.7k 0.02% Unchanged
69 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 12,36912.4k $635.5k $635.5k 0.00% Reduced -3.8k -3,835
70 SWMG, LLC 0.26% of their portfolio FORT WORTH, TX 12,17812.2k $640.8k $640.8k 0.26% Unchanged
71 LEGACY SOLUTIONS, LLC 0.62% of their portfolio KENNETT SQUARE, PA 11,15911.2k $573.3k $573.3k 0.62% First filing
72 DHJJ Financial Advisors, Ltd. 0.22% of their portfolio NAPERVILLE, IL 11,14811.1k $572.8k $572.8k 0.22% Unchanged
73 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 10,80410.8k $555.1k $555.1k 0.01% Reduced -924 -924
74 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 10,77810.8k $553.8k $553.8k 0.00% Added +554 +554
75 FOUNDERS FINANCIAL SECURITIES LLC 0.05% of their portfolio TOWSON, MD 10,58610.6k $543.9k $543.9k 0.05% Added +4.1k +4,112
76 Horizon Investments, LLC 0.02% of their portfolio Charlotte, NC 10,55810.6k $542.5k $542.5k 0.02% Added +4.1k +4,084
77 Grantvest Financial Group LLC 0.60% of their portfolio MATAWAN, NJ 10,52510.5k $540.8k $540.8k 0.60% First filing
78 Plotkin Financial Advisors, LLC 0.32% of their portfolio CHEVY CHASE, MD 10,50910.5k $540.0k $540.0k 0.32% Reduced -16 -16
79 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.03% of their portfolio BIRMINGHAM, AL 10,33210.3k $543.7k $543.7k 0.03% Added +84 +84
80 CoreCap Advisors, LLC 0.02% of their portfolio SOUTHFIELD, MI 10,31310.3k $529.9k $529.9k 0.02% Added +1.2k +1,182
81 Chicago Partners Investment Group LLC 0.02% of their portfolio CHICAGO, IL 10,25010.2k $529.6k $529.6k 0.02% Reduced -3.0k -3,042
82 Archer Investment Corp 0.13% of their portfolio Carmel, IN 9,8229.8k $504.7k $504.7k 0.13% Reduced -80 -80
83 Sunbelt Securities, Inc. 0.04% of their portfolio HOUSTON, TX 9,7509.8k $503.1k $503.1k 0.04% Reduced -112 -112
84 FSB PREMIER WEALTH MANAGEMENT, INC. 0.20% of their portfolio WATERLOO, IA 9,5629.6k $491.3k $491.3k 0.20% Unchanged
85 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 9,4739.5k $486.7k $486.7k 0.00% Reduced -9.4k -9,444
86 CENTRAL VALLEY ADVISORS, LLC 0.21% of their portfolio SACRAMENTO, CA 9,0049.0k $462.6k $462.6k 0.21% Reduced -39 -39
87 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 8,7478.7k $449.4k $449.4k 0.00% Added +3.9k +3,896
88 United Advisor Group, LLC 0.09% of their portfolio CINCINNATI, OH 8,6118.6k $442.4k $442.4k 0.09% Reduced -54 -54
89 WORLD EQUITY GROUP, INC. 0.09% of their portfolio SCHAUMBURG, IL 8,4948.5k $436.4k $436.4k 0.09% New
90 Avior Wealth Management, LLC 0.02% of their portfolio OMAHA, NE 8,1398.1k $418.2k $418.2k 0.02% Reduced -6 -6
91 Harvest Investment Services, LLC 0.10% of their portfolio Oakbrook Terrace, IL 8,1138.1k $416.8k $416.8k 0.10% Reduced -303 -303
92 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 7,8567.9k $403.6k $403.6k 0.00% Added +1.6k +1,550
93 WESPAC Advisors SoCal, LLC 0.09% of their portfolio Pasadena, CA 7,8117.8k $401.3k $401.3k 0.09% Reduced -59 -59
94 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 7,7667.8k $399.0k $399.0k 0.00% Added +210 +210
95 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 7,7407.7k $401.7k $401.7k 0.01% Reduced -200 -200
96 Main Street Financial Solutions, LLC 0.04% of their portfolio NEWTOWN, PA 7,6557.7k $393.3k $393.3k 0.04% Unchanged
97 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 7,3967.4k $380.0k $380.0k 0.01% Unchanged
98 VestGen Investment Management 0.10% of their portfolio EGG HARBOR TOWNSHIP, NJ 7,3597.4k $378.1k $378.1k 0.10% Added +2.3k +2,272
99 HBW ADVISORY SERVICES LLC 0.04% of their portfolio SIMI VALLEY, CA 7,3347.3k $376.8k $376.8k 0.04% Added +34 +34
100 BLACK POINT WEALTH MANAGEMENT 0.43% of their portfolio NAPLES, FL 7,2807.3k $374.0k $374.0k 0.43% Reduced -275 -275