Vault-13

FIRST TR EXCHNG TRADED FD VI FJUN

FT VEST US EQT · ETP · CUSIP 33740F722

143 institutional holders -2 vs Q4 2024
5,337,7035.3m shares reported held*
$266.4mreported value*
12 new 37 added 62 reduced 15 sold out net sold ≈ $14.2m (-283.9k 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 ($713.3k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $49.90.

Trends to Q1 2025

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: 145Q1 25: 143143Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202279
Q4 202272
Q1 202374
Q2 202392
Q3 202397
Q4 2023104
Q1 2024101
Q2 2024128
Q3 2024137
Q4 2024145
Q1 2025143

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 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 24Q4 24: 46 bought or addedQ4 24: 66 cut or sold outQ1 25: 49 bought or addedQ1 25: 77 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20235630
Q3 20236028
Q4 20232459
Q1 20243465
Q2 20247745
Q3 20247441
Q4 20244666
Q1 20254977

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +91,429+91.4k
Signal Advisors Wealth, LLC Added +55,127+55.1k
Foguth Wealth Management, LLC. Added +36,303+36.3k
ASSETMARK, INC Added +36,099+36.1k
OLD MISSION CAPITAL LLC New +32,440+32.4k
COMMONWEALTH EQUITY SERVICES, LLC Added +30,408+30.4k
Janney Montgomery Scott LLC New +27,000+27.0k
Cetera Investment Advisers Added +25,256+25.3k
BANK OF AMERICA CORP /DE/ New +17,000+17.0k
Farther Finance Advisors, LLC New +12,293+12.3k

Biggest sellers

McCarthy & Cox Reduced -209,027-209.0k
AMERIPRISE FINANCIAL INC Reduced -92,023-92.0k
OSAIC HOLDINGS, INC. Reduced -61,157-61.2k
Semus Wealth Partners LLC Sold out -55,966-56.0k
GDS Wealth Management Sold out -40,465-40.5k
RAYMOND JAMES FINANCIAL INC Reduced -36,200-36.2k
Freedom Investment Management, Inc. Sold out -28,821-28.8k
Laidlaw Wealth Management LLC Sold out -28,293-28.3k
Advisory Services Network, LLC Sold out -24,682-24.7k
JANE STREET GROUP, LLC Sold out -18,686-18.7k

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, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 547,106547.1k $27.3m $27.3m 0.01% Added +91.4k +91,429
2 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 344,391344.4k $17.2m $17.2m 0.02% Added +30.4k +30,408
3 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 317,533317.5k $15.8m $15.8m 0.03% Added +25.3k +25,256
4 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 251,763251.8k $12.6m $12.6m 0.00% Reduced -36.2k -36,200
5 Keystone Wealth Services, LLC 2.50% of their portfolio PALM DESERT, CA 184,887184.9k $9.2m $9.2m 2.50% Reduced -4.7k -4,652
6 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 172,524172.5k $8.6m $8.6m 0.00% Reduced -5.0k -5,002
7 CWM, LLC 0.03% of their portfolio OMAHA, NE 169,784169.8k $8.5m $8.5m 0.03% Reduced -936 -936
8 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 168,441168.4k $8.4m $8.4m 0.02% Reduced -61.2k -61,157
9 Atria Investments, Inc 0.09% of their portfolio Charlotte, NC 148,249148.2k $7.4m $7.4m 0.09% Added +10.9k +10,865
10 Mariner, LLC 0.01% of their portfolio Overland Park, KS 138,703138.7k $6.9m $6.9m 0.01% Reduced -4.1k -4,122
11 ASSETMARK, INC 0.02% of their portfolio CONCORD, CA 129,824129.8k $6.5m $6.5m 0.02% Added +36.1k +36,099
12 Signal Advisors Wealth, LLC 0.59% of their portfolio DETROIT, MI 121,867121.9k $6.1m $6.1m 0.59% Added +55.1k +55,127
13 Foguth Wealth Management, LLC. 1.42% of their portfolio BRIGHTON, MI 117,253117.3k $5.8m $5.8m 1.42% Added +36.3k +36,303
14 CreativeOne Wealth, LLC 0.17% of their portfolio OVERLAND PARK, KS 117,176117.2k $5.8m $5.8m 0.17% Added +2.6k +2,628
15 STEPHENS INC /AR/ 0.08% of their portfolio LITTLE ROCK, AR 113,735113.7k $5.7m $5.7m 0.08% Reduced -150 -150
16 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 108,868108.9k $5.4m $5.4m 0.03% Reduced -5.4k -5,362
17 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 98,30698.3k $4.9m $4.9m 0.02% Reduced -2.0k -2,032
18 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 88,20688.2k $4.4m $4.4m 0.01% Added +2.3k +2,311
19 Aptus Capital Advisors, LLC 0.04% of their portfolio FAIRHOPE, AL 74,78374.8k $3.7m $3.7m 0.04% Reduced -724 -724
20 Financial Guidance Group, Inc. 2.01% of their portfolio Palm Harbor, FL 74,73574.7k $3.7m $3.7m 2.01% Reduced -724 -724
21 Valtinson Bruner Financial Planning LLC 1.15% of their portfolio NEW BRIGHTON, MN 68,26868.3k $3.4m $3.4m 1.15% Reduced -77 -77
22 REAP Financial Group, LLC 0.82% of their portfolio AUSTIN, TX 66,55166.6k $3.3m $3.3m 0.82% Reduced -963 -963
23 Fragasso Financial Advisors Inc 0.24% of their portfolio SEWICKLEY, PA 66,01066.0k $3.3m $3.3m 0.24% Reduced -245 -245
24 Bison Wealth, LLC 0.28% of their portfolio ATLANTA, GA 59,88159.9k $3.0m $3.0m 0.28% Reduced -997 -997
25 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 56,16556.2k $2.8m $2.8m 0.01% Added +6.7k +6,713
26 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 53,33653.3k $2.7m $2.7m 0.01% Unchanged
27 Faithward Advisors, LLC 0.46% of their portfolio LANCASTER, PA 52,79252.8k $2.6m $2.6m 0.46% Reduced -2.0k -1,966
28 HARBOUR INVESTMENTS, INC. 0.07% of their portfolio MADISON, WI 50,06550.1k $2.5m $2.5m 0.07% Reduced -6.5k -6,494
29 Sowell Financial Services LLC 0.09% of their portfolio NORTH LITTLE ROCK, AR 39,06239.1k $1.9m $1.9m 0.09% Reduced -669 -669
30 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 38,00038.0k $1.9m $1.9m 0.02% Reduced -1.3k -1,283
31 Tanglewood Legacy Advisors, LLC 0.81% of their portfolio HOUSTON, TX 37,25937.3k $1.9m $1.9m 0.81% Reduced -7.2k -7,162
32 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.34% of their portfolio BLUE BELL, PA 36,46436.5k $1.8m $1.8m 0.34% Reduced -437 -437
33 Integrity Financial Corp /WA 0.93% of their portfolio JACKSON, WY 33,02333.0k $1.6m $1.6m 0.93% Reduced -826 -826
34 OLD MISSION CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 32,44032.4k $1.6m $1.6m 0.03% New
35 U.S. Capital Wealth Advisors, LLC 0.05% of their portfolio AUSTIN, TX 32,19732.2k $1.6m $1.6m 0.05% Added +5.9k +5,921
36 Foundations Investment Advisors, LLC 0.03% of their portfolio PHOENIX, AZ 31,80431.8k $1.6m $1.6m 0.03% Reduced -724 -724
37 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 30,60730.6k $1.5m $1.5m 0.00% Reduced -746 -746
38 McCarthy & Cox 0.66% of their portfolio MARYSVILLE, OH 30,57230.6k $1.5m $1.5m 0.66% Reduced -209.0k -209,027
39 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 30,27730.3k $1.5m $1.5m 0.00% Reduced -2.5k -2,509
40 Strategic Blueprint, LLC 0.08% of their portfolio ATLANTA, GA 30,23830.2k $1.5m $1.5m 0.08% Added +3.4k +3,351
41 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 29,61829.6k $1.5m $1.5m 0.01% Reduced -12.7k -12,690
42 FWG Investments, LLC. 1.70% of their portfolio LEXINGTON, KY 28,99429.0k $1.4m $1.4m 1.70% Reduced -3.1k -3,144
43 Ameritas Advisory Services, LLC 0.06% of their portfolio Lincoln, NE 27,57727.6k $1.4m $1.4m 0.06% Added +1.1k +1,091
44 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 27,00027.0k $1.3m $1.3m 0.00% New
45 McKinley Carter Wealth Services, Inc. 0.08% of their portfolio WHEELING, WV 26,73426.7k $1.3m $1.3m 0.08% Unchanged
46 KESTRA PRIVATE WEALTH SERVICES, LLC 0.02% of their portfolio AUSTIN, TX 26,57626.6k $1.3m $1.3m 0.02% Reduced -4.8k -4,776
47 KMG FIDUCIARY PARTNERS, LLC 0.10% of their portfolio TOLEDO, OH 25,04625.0k $1.2m $1.2m 0.10% Unchanged
48 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 24,20624.2k $1.2m $1.2m 0.00% Reduced -92.0k -92,023
49 Apollon Wealth Management, LLC 0.03% of their portfolio MOUNT PLEASANT, SC 23,61723.6k $1.2m $1.2m 0.03% Reduced -155 -155
50 Prosperity Consulting Group, LLC 0.09% of their portfolio OWINGS MILLS, MD 23,00723.0k $1.1m $1.1m 0.09% Reduced -811 -811
51 Camelot Portfolios, LLC 0.66% of their portfolio Maumee, OH 21,24621.2k $1.1m $1.1m 0.66% Added +3.8k +3,796
52 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 19,84819.8k $990.2k $990.2k 0.01% Added +371 +371
53 PRINCIPAL SECURITIES, INC. 0.02% of their portfolio DES MOINES, IA 19,47119.5k $1.0m $1.0m 0.02% Unchanged
54 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 18,76018.8k $935.9k $935.9k 0.00% Added +9.3k +9,287
55 Arkadios Wealth Advisors 0.03% of their portfolio ATLANTA, GA 18,11018.1k $903.5k $903.5k 0.03% Unchanged
56 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 17,49617.5k $872.9k $872.9k 0.01% Reduced -1.7k -1,697
57 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 17,00017.0k $848.1k $848.1k 0.00% New
58 TFB Advisors LLC 0.24% of their portfolio OVERLAND PARK, KS 16,43716.4k $820.0k $820.0k 0.24% Added +3.3k +3,339
59 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.02% of their portfolio LOS ANGELES, CA 15,50215.5k $773.4k $773.4k 0.02% Unchanged
60 FOUNDERS FINANCIAL SECURITIES LLC 0.06% of their portfolio TOWSON, MD 15,28415.3k $755.4k $755.4k 0.06% Added +4.7k +4,698
61 EPG Wealth Management LLC 0.21% of their portfolio ATLANTA, GA 15,25015.2k $760.8k $760.8k 0.21% Unchanged
62 Horizon Investments, LLC 0.02% of their portfolio Charlotte, NC 14,29714.3k $713.3k $713.3k 0.02% Added +3.7k +3,739
63 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 14,24514.2k $710.7k $710.7k 0.01% Reduced -4.3k -4,260
64 SOA Wealth Advisors, LLC. 0.15% of their portfolio NEW YORK, NY 14,15614.2k $706.2k $706.2k 0.15% Reduced -338 -338
65 NOVEM GROUP 0.10% of their portfolio Rochester, NY 14,09014.1k $703.0k $703.0k 0.10% Reduced -4.9k -4,900
66 CENTAURUS FINANCIAL, INC. 0.04% of their portfolio ANAHEIM, CA 14,06814.1k $702.0k $702.0k 0.04% Unchanged
67 Orion Portfolio Solutions, LLC 0.00% of their portfolio Omaha, NE 12,32612.3k $623.9k $623.9k 0.00% Added +6.3k +6,290
68 Farther Finance Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 12,29312.3k $616.1k $616.1k 0.02% New
69 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 12,25312.3k $611.3k $611.3k 0.02% Added +5.2k +5,185
70 SWMG, LLC 0.24% of their portfolio FORT WORTH, TX 12,17812.2k $601.3k $601.3k 0.24% Unchanged
71 CoreCap Advisors, LLC 0.02% of their portfolio SOUTHFIELD, MI 11,28911.3k $563.2k $563.2k 0.02% Added +976 +976
72 LEGACY SOLUTIONS, LLC 0.60% of their portfolio KENNETT SQUARE, PA 11,00611.0k $549.1k $549.1k 0.60% Reduced -153 -153
73 DHJJ Financial Advisors, Ltd. 0.22% of their portfolio NAPERVILLE, IL 10,93310.9k $545.4k $545.4k 0.22% Reduced -215 -215
74 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 10,82610.8k $540.1k $540.1k 0.00% Added +48 +48
75 WORLD EQUITY GROUP, INC. 0.15% of their portfolio SCHAUMBURG, IL 10,74110.7k $535.9k $535.9k 0.15% Added +2.2k +2,247
76 Plotkin Financial Advisors, LLC 0.32% of their portfolio CHEVY CHASE, MD 10,50910.5k $524.3k $524.3k 0.32% Unchanged
77 B. Riley Wealth Advisors, Inc. 0.02% of their portfolio MEMPHIS, TN 10,23810.2k $510.8k $510.8k 0.02% Reduced -2.2k -2,213
78 Grantvest Financial Group LLC 0.40% of their portfolio MATAWAN, NJ 9,96310.0k $497.1k $497.1k 0.40% Reduced -562 -562
79 Archer Investment Corp 0.13% of their portfolio Carmel, IN 9,7259.7k $485.2k $485.2k 0.13% Reduced -97 -97
80 FSB PREMIER WEALTH MANAGEMENT, INC. 0.19% of their portfolio WATERLOO, IA 9,5629.6k $477.0k $477.0k 0.19% Unchanged
81 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 9,4409.4k $466.1k $466.1k 0.01% Added +1.7k +1,700
82 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 8,8048.8k $439.2k $439.2k 0.01% Reduced -2.0k -2,000
83 United Advisor Group, LLC 0.09% of their portfolio CINCINNATI, OH 8,3638.4k $417.2k $417.2k 0.09% Reduced -248 -248
84 VestGen Investment Management 0.30% of their portfolio EGG HARBOR TOWNSHIP, NJ 8,1048.1k $404.3k $404.3k 0.30% Added +745 +745
85 Sunbelt Securities, Inc. 0.04% of their portfolio HOUSTON, TX 8,0578.1k $402.0k $402.0k 0.04% Reduced -1.7k -1,693
86 CENTRAL VALLEY ADVISORS, LLC 0.15% of their portfolio SACRAMENTO, CA 7,8827.9k $393.2k $393.2k 0.15% Reduced -1.1k -1,122
87 Avior Wealth Management, LLC 0.01% of their portfolio OMAHA, NE 7,8147.8k $389.8k $389.8k 0.01% Reduced -325 -325
88 Main Street Financial Solutions, LLC 0.03% of their portfolio NEWTOWN, PA 7,6557.7k $381.9k $381.9k 0.03% Unchanged
89 KINGSWOOD WEALTH ADVISORS, LLC 0.03% of their portfolio SAN DIEGO, CA 7,4817.5k $374.7k $374.7k 0.03% Reduced -6.5k -6,515
90 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 7,4047.4k $369.0k $369.0k 0.00% Reduced -362 -362
91 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 7,3967.4k $369.0k $369.0k 0.01% Unchanged
92 HBW ADVISORY SERVICES LLC 0.05% of their portfolio SIMI VALLEY, CA 7,3347.3k $365.9k $365.9k 0.05% Unchanged
93 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 7,2527.3k $361.8k $361.8k 0.01% Unchanged
94 Echo Wealth Management, LLC 0.24% of their portfolio PLYMOUTH, MN 7,2167.2k $360.0k $360.0k 0.24% Added +899 +899
95 Merit Financial Group, LLC 0.01% of their portfolio ALPHARETTA, GA 7,1737.2k $357.9k $357.9k 0.01% Added +1.2k +1,151
96 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 7,0977.1k $354.1k $354.1k 0.00% Reduced -5.3k -5,272
97 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 7,0507.0k $351.7k $351.7k 0.01% Added +131 +131
98 Icon Wealth Advisors, LLC 0.03% of their portfolio HOUSTON, TX 6,9667.0k $347.5k $347.5k 0.03% Reduced -261 -261
99 Gallagher Fiduciary Advisors, LLC 0.01% of their portfolio ROLLING MEADOWS, IL 6,8826.9k $343.3k $343.3k 0.01% New
100 WESPAC Advisors SoCal, LLC 0.09% of their portfolio Pasadena, CA 6,8066.8k $339.6k $339.6k 0.09% Reduced -1.0k -1,005