Vault-13

FIRST TR EXCHNG TRADED FD VI FJUN

FT VEST US EQT · ETP · CUSIP 33740F722

136 institutional holders -7 vs Q1 2025
5,280,3065.3m shares reported held*
$283.3mreported value*
13 new 47 added 54 reduced 18 sold out net sold ≈ $2.0m (-37.3k 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 ($892.4k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $53.65.

Trends to Q2 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: 143Q2 25: 136136Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025136

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 24Q1 25: 49 bought or addedQ1 25: 77 cut or sold outQ2 25: 60 bought or addedQ2 25: 72 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20236028
Q4 20232459
Q1 20243465
Q2 20247745
Q3 20247441
Q4 20244666
Q1 20254977
Q2 20256072

Biggest buyers

Legacy Capital Wealth Partners, LLC New +123,036+123.0k
Signal Advisors Wealth, LLC Added +105,024+105.0k
Foguth Wealth Management, LLC. Added +104,294+104.3k
Avantra Family Wealth, Inc. New +93,083+93.1k
OSAIC HOLDINGS, INC. Added +42,133+42.1k
ASSETMARK, INC Added +41,731+41.7k
LM Advisors LLC Added +38,668+38.7k
CITIZENS FINANCIAL GROUP INC/RI New +26,263+26.3k
ROYAL BANK OF CANADA Added +26,134+26.1k
Rockefeller Capital Management L.P. Added +20,337+20.3k

Biggest sellers

ENVESTNET ASSET MANAGEMENT INC Reduced -281,655-281.7k
Cetera Investment Advisers Reduced -154,247-154.2k
CreativeOne Wealth, LLC Reduced -93,039-93.0k
OLD MISSION CAPITAL LLC Sold out -32,440-32.4k
Atria Investments, Inc Reduced -32,323-32.3k
AVANTAX ADVISORY SERVICES, INC. Sold out -29,618-29.6k
AMERIPRISE FINANCIAL INC Sold out -24,206-24.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -18,760-18.8k
BANK OF AMERICA CORP /DE/ Sold out -17,000-17.0k
EPG Wealth Management LLC Sold out -15,250-15.2k

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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 340,189340.2k $18.3m $18.3m 0.02% Reduced -4.2k -4,202
2 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 265,451265.5k $14.2m $14.2m 0.00% Reduced -281.7k -281,655
3 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 245,306245.3k $13.2m $13.2m 0.00% Reduced -6.5k -6,457
4 Signal Advisors Wealth, LLC 0.95% of their portfolio DETROIT, MI 226,891226.9k $12.2m $12.2m 0.95% Added +105.0k +105,024
5 Foguth Wealth Management, LLC. 2.54% of their portfolio BRIGHTON, MI 221,547221.5k $11.9m $11.9m 2.54% Added +104.3k +104,294
6 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 210,574210.6k $11.2m $11.2m 0.02% Added +42.1k +42,133
7 Keystone Wealth Services, LLC 2.65% of their portfolio PALM DESERT, CA 204,416204.4k $11.0m $11.0m 2.65% Added +19.5k +19,529
8 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 184,914184.9k $9.9m $9.9m 0.00% Added +12.4k +12,390
9 CWM, LLC 0.03% of their portfolio OMAHA, NE 183,615183.6k $9.9m $9.9m 0.03% Added +13.8k +13,831
10 ASSETMARK, INC 0.02% of their portfolio CONCORD, CA 171,555171.6k $9.2m $9.2m 0.02% Added +41.7k +41,731
11 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 163,286163.3k $8.8m $8.8m 0.01% Reduced -154.2k -154,247
12 Mariner, LLC 0.01% of their portfolio Overland Park, KS 135,855135.9k $7.3m $7.3m 0.01% Reduced -2.8k -2,848
13 Legacy Capital Wealth Partners, LLC 1.50% of their portfolio LITTLE ROCK, AR 123,036123.0k $6.6m $6.6m 1.50% New
14 Atria Investments, Inc 0.07% of their portfolio Charlotte, NC 115,926115.9k $6.2m $6.2m 0.07% Reduced -32.3k -32,323
15 STEPHENS INC /AR/ 0.08% of their portfolio LITTLE ROCK, AR 113,560113.6k $6.1m $6.1m 0.08% Reduced -175 -175
16 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 111,850111.8k $6.0m $6.0m 0.03% Added +3.0k +2,982
17 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 96,63196.6k $5.2m $5.2m 0.02% Reduced -1.7k -1,675
18 Avantra Family Wealth, Inc. 4.13% of their portfolio MECHANICSBURG, PA 93,08393.1k $5.0m $5.0m 4.13% New
19 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 76,56376.6k $4.1m $4.1m 0.01% Reduced -11.6k -11,643
20 Aptus Capital Advisors, LLC 0.04% of their portfolio FAIRHOPE, AL 71,90771.9k $3.9m $3.9m 0.04% Reduced -2.9k -2,876
21 Financial Guidance Group, Inc. 1.87% of their portfolio Palm Harbor, FL 71,85971.9k $3.9m $3.9m 1.87% Reduced -2.9k -2,876
22 Valtinson Bruner Financial Planning LLC 1.13% of their portfolio NEW BRIGHTON, MN 66,95467.0k $3.6m $3.6m 1.13% Reduced -1.3k -1,314
23 Fragasso Financial Advisors Inc 0.23% of their portfolio SEWICKLEY, PA 64,15164.2k $3.4m $3.4m 0.23% Reduced -1.9k -1,859
24 REAP Financial Group, LLC 0.80% of their portfolio AUSTIN, TX 63,73663.7k $3.4m $3.4m 0.80% Reduced -2.8k -2,815
25 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 61,64361.6k $3.3m $3.3m 0.01% Added +8.3k +8,307
26 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 60,59360.6k $3.3m $3.3m 0.01% Added +4.4k +4,428
27 Faithward Advisors, LLC 0.49% of their portfolio LANCASTER, PA 59,39159.4k $3.2m $3.2m 0.49% Added +6.6k +6,599
28 Bison Wealth, LLC 0.24% of their portfolio ATLANTA, GA 57,65657.7k $3.1m $3.1m 0.24% Reduced -2.2k -2,225
29 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 50,61450.6k $2.7m $2.7m 0.00% Added +20.3k +20,337
30 HARBOUR INVESTMENTS, INC. 0.06% of their portfolio MADISON, WI 47,13147.1k $2.5m $2.5m 0.06% Reduced -2.9k -2,934
31 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 45,64945.6k $2.4m $2.4m 0.02% Added +7.6k +7,649
32 LM Advisors LLC 0.31% of their portfolio SAN DIEGO, CA 44,18644.2k $2.4m $2.4m 0.31% Added +38.7k +38,668
33 FWG Investments, LLC. 1.79% of their portfolio LEXINGTON, KY 43,95944.0k $2.4m $2.4m 1.79% Added +15.0k +14,965
34 Foundations Investment Advisors, LLC 0.04% of their portfolio PHOENIX, AZ 42,15942.2k $2.3m $2.3m 0.04% Added +10.4k +10,355
35 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.32% of their portfolio BLUE BELL, PA 36,21336.2k $1.9m $1.9m 0.32% Reduced -251 -251
36 Tanglewood Legacy Advisors, LLC 0.78% of their portfolio HOUSTON, TX 35,38935.4k $1.9m $1.9m 0.78% Reduced -1.9k -1,870
37 U.S. Capital Wealth Advisors, LLC 0.05% of their portfolio AUSTIN, TX 34,15834.2k $1.8m $1.8m 0.05% Added +2.0k +1,961
38 Sowell Financial Services LLC 0.07% of their portfolio NORTH LITTLE ROCK, AR 33,72033.7k $1.8m $1.8m 0.07% Reduced -5.3k -5,342
39 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 33,53833.5k $1.8m $1.8m 0.00% Added +26.1k +26,134
40 Integrity Financial Corp /WA 0.91% of their portfolio JACKSON, WY 33,18533.2k $1.8m $1.8m 0.91% Added +162 +162
41 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 31,79331.8k $1.7m $1.7m 0.00% Added +1.2k +1,186
42 McCarthy & Cox 0.43% of their portfolio MARYSVILLE, OH 30,57230.6k $1.6m $1.6m 0.43% Unchanged
43 Strategic Blueprint, LLC 0.08% of their portfolio ATLANTA, GA 30,29330.3k $1.6m $1.6m 0.08% Added +55 +55
44 KESTRA PRIVATE WEALTH SERVICES, LLC 0.02% of their portfolio AUSTIN, TX 27,89127.9k $1.5m $1.5m 0.02% Added +1.3k +1,315
45 McKinley Carter Wealth Services, Inc. 0.08% of their portfolio WHEELING, WV 27,67327.7k $1.5m $1.5m 0.08% Added +939 +939
46 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 27,29527.3k $1.5m $1.5m 0.00% Added +295 +295
47 CITIZENS FINANCIAL GROUP INC/RI 0.02% of their portfolio PROVIDENCE, RI 26,26326.3k $1.4m $1.4m 0.02% New
48 Arkadios Wealth Advisors 0.04% of their portfolio ATLANTA, GA 25,13125.1k $1.3m $1.3m 0.04% Added +7.0k +7,021
49 KMG FIDUCIARY PARTNERS, LLC 0.10% of their portfolio TOLEDO, OH 25,04625.0k $1.3m $1.3m 0.10% Unchanged
50 CreativeOne Wealth, LLC 0.03% of their portfolio OVERLAND PARK, KS 24,13724.1k $1.3m $1.3m 0.03% Reduced -93.0k -93,039
51 Apollon Wealth Management, LLC 0.03% of their portfolio MOUNT PLEASANT, SC 24,03224.0k $1.3m $1.3m 0.03% Added +415 +415
52 Prosperity Consulting Group, LLC 0.08% of their portfolio OWINGS MILLS, MD 20,65120.7k $1.1m $1.1m 0.08% Reduced -2.4k -2,356
53 SOA Wealth Advisors, LLC. 0.20% of their portfolio NEW YORK, NY 20,16520.2k $1.1m $1.1m 0.20% Added +6.0k +6,009
54 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 19,67719.7k $1.1m $1.1m 0.01% Reduced -171 -171
55 PRINCIPAL SECURITIES, INC. 0.02% of their portfolio DES MOINES, IA 19,47119.5k $1.0m $1.0m 0.02% Unchanged
56 Camelot Portfolios, LLC 0.61% of their portfolio Maumee, OH 19,00019.0k $1.0m $1.0m 0.61% Reduced -2.2k -2,246
57 Ameritas Advisory Services, LLC 0.05% of their portfolio Lincoln, NE 18,11918.1k $972.4k $972.4k 0.05% Reduced -9.5k -9,458
58 MGO ONE SEVEN LLC 0.03% of their portfolio Beachwood, OH 16,96717.0k $910.6k $910.6k 0.03% Added +10.8k +10,833
59 FOUNDERS FINANCIAL SECURITIES LLC 0.07% of their portfolio TOWSON, MD 16,62816.6k $892.4k $892.4k 0.07% Added +1.3k +1,344
60 Horizon Investments, LLC 0.01% of their portfolio Charlotte, NC 16,62816.6k $892.4k $892.4k 0.01% Added +2.3k +2,331
61 TFB Advisors LLC 0.22% of their portfolio OVERLAND PARK, KS 15,59015.6k $836.7k $836.7k 0.22% Reduced -847 -847
62 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.02% of their portfolio LOS ANGELES, CA 15,50215.5k $832.0k $832.0k 0.02% Unchanged
63 NOVEM GROUP 0.10% of their portfolio Rochester, NY 14,69014.7k $788.4k $788.4k 0.10% Added +600 +600
64 CENTAURUS FINANCIAL, INC. 0.05% of their portfolio ANAHEIM, CA 14,59314.6k $783.0k $783.0k 0.05% Added +525 +525
65 DHJJ Financial Advisors, Ltd. 0.24% of their portfolio NAPERVILLE, IL 12,28912.3k $659.6k $659.6k 0.24% Added +1.4k +1,356
66 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 12,24312.2k $657.1k $657.1k 0.01% Reduced -50 -50
67 SWMG, LLC 0.22% of their portfolio FORT WORTH, TX 12,17812.2k $663.8k $663.8k 0.22% Unchanged
68 CoreCap Advisors, LLC 0.03% of their portfolio SOUTHFIELD, MI 12,08112.1k $648.4k $648.4k 0.03% Added +792 +792
69 Grantvest Financial Group LLC 0.47% of their portfolio MATAWAN, NJ 11,82911.8k $634.9k $634.9k 0.47% Added +1.9k +1,866
70 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 11,09611.1k $595.5k $595.5k 0.02% Reduced -1.2k -1,157
71 Jaffetilchin Investment Partners, LLC 0.04% of their portfolio TAMPA, FL 10,86410.9k $583.1k $583.1k 0.04% New
72 LEGACY SOLUTIONS, LLC 0.55% of their portfolio KENNETT SQUARE, PA 10,69810.7k $574.2k $574.2k 0.55% Reduced -308 -308
73 Plotkin Financial Advisors, LLC 0.31% of their portfolio CHEVY CHASE, MD 10,50910.5k $564.0k $564.0k 0.31% Unchanged
74 Harvest Investment Services, LLC 0.13% of their portfolio Oakbrook Terrace, IL 10,46910.5k $561.9k $561.9k 0.13% Added +4.0k +3,955
75 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 10,29110.3k $560.6k $560.6k 0.01% Added +851 +851
76 Sunbelt Securities, Inc. 0.04% of their portfolio HOUSTON, TX 9,7509.8k $501.0k $501.0k 0.04% Added +1.7k +1,693
77 Archer Investment Corp 0.12% of their portfolio Carmel, IN 9,6819.7k $519.6k $519.6k 0.12% Reduced -44 -44
78 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 9,4429.4k $506.8k $506.8k 0.00% Reduced -1.4k -1,384
79 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 9,0019.0k $483.1k $483.1k 0.01% Reduced -8.5k -8,495
80 FSB PREMIER WEALTH MANAGEMENT, INC. 0.16% of their portfolio WATERLOO, IA 8,5758.6k $460.2k $460.2k 0.16% Reduced -987 -987
81 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 8,5418.5k $458.4k $458.4k 0.01% New
82 United Advisor Group, LLC 0.08% of their portfolio CINCINNATI, OH 8,2558.3k $443.0k $443.0k 0.08% Reduced -108 -108
83 CENTRAL VALLEY ADVISORS, LLC 0.15% of their portfolio SACRAMENTO, CA 8,0888.1k $434.1k $434.1k 0.15% Added +206 +206
84 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 7,9528.0k $426.8k $426.8k 0.00% Reduced -852 -852
85 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 7,8467.8k $421.1k $421.1k 0.00% Added +2.4k +2,424
86 Avior Wealth Management, LLC 0.01% of their portfolio OMAHA, NE 7,8147.8k $419.4k $419.4k 0.01% Unchanged
87 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 7,7647.8k $416.7k $416.7k 0.01% Added +368 +368
88 Echo Wealth Management, LLC 0.25% of their portfolio PLYMOUTH, MN 7,6527.7k $410.7k $410.7k 0.25% Added +436 +436
89 Modern Wealth Management, LLC 0.01% of their portfolio KANSAS CITY, MO 7,5007.5k $402.5k $402.5k 0.01% New
90 TRANSCEND CAPITAL ADVISORS, LLC 0.03% of their portfolio MADISON, NJ 7,2807.3k $390.7k $390.7k 0.03% Added +2.0k +1,980
91 UPTICK PARTNERS, LLC 0.11% of their portfolio NACOGDOCHES, TX 7,2627.3k $389.7k $389.7k 0.11% Added +519 +519
92 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 7,2527.3k $389.2k $389.2k 0.01% Unchanged
93 Ausdal Financial Partners, Inc. 0.02% of their portfolio Davenport, IA 6,8406.8k $367.1k $367.1k 0.02% Added +210 +210
94 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 6,8146.8k $365.7k $365.7k 0.00% Reduced -283 -283
95 HBW ADVISORY SERVICES LLC 0.04% of their portfolio SIMI VALLEY, CA 6,5726.6k $352.7k $352.7k 0.04% Reduced -762 -762
96 MONEY CONCEPTS CAPITAL CORP 0.02% of their portfolio PALM BEACH GARDENS, FL 6,4246.4k $344.8k $344.8k 0.02% Unchanged
97 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 6,3536.4k $341.0k $341.0k 0.01% Reduced -697 -697
98 LEIGH BALDWIN & CO., LLC 0.21% of their portfolio CAZENOVIA, NY 5,9706.0k $320.4k $320.4k 0.21% Reduced -100 -100
99 KINGSWOOD WEALTH ADVISORS, LLC 0.02% of their portfolio SAN DIEGO, CA 5,6785.7k $304.7k $304.7k 0.02% Reduced -1.8k -1,803
100 Maltin Wealth Management, Inc. 0.13% of their portfolio RIDGEWOOD, NJ 5,5245.5k $296.5k $296.5k 0.13% Unchanged