Vault-13

FIRST TR EXCHNG TRADED FD VI DMAY

FT VEST US EQT · ETP · CUSIP 33740F730

56 institutional holders +10 vs Q1 2023
2,076,0732.1m shares reported held*
$71.0mreported value*
18 new 15 added 14 reduced 8 sold out net bought ≈ $18.2m (+531.9k 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. Holder counts are more reliable. Implied quarter-end price ≈ $34.22.

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 48Q4 22: 48Q1 23: 46Q2 23: 5656Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 202248
Q4 202248
Q1 202346
Q2 202356

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q4 22: 15 bought or addedQ4 22: 25 cut or sold outQ4 22Q1 23: 9 bought or addedQ1 23: 34 cut or sold outQ1 23Q2 23: 33 bought or addedQ2 23: 22 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 20221525
Q1 2023934
Q2 20233322

Biggest buyers

Luken Investment Analytics, LLC New +227,258+227.3k
OSAIC HOLDINGS, INC. Added +151,586+151.6k
CreativeOne Wealth, LLC New +119,573+119.6k
Per Stirling Capital Management, LLC. New +80,294+80.3k
ENVESTNET ASSET MANAGEMENT INC Added +57,576+57.6k
JPMORGAN CHASE & CO New +34,209+34.2k
TRUIST FINANCIAL CORP Added +32,135+32.1k
JANE STREET GROUP, LLC New +27,001+27.0k
Sage Capital Advisors,llc New +22,727+22.7k
Cetera Investment Advisers Added +22,641+22.6k

Biggest sellers

RETIREMENT GUYS FORMULA LLC Reduced -216,165-216.2k
Donald L. Hagan, LLC Sold out -92,220-92.2k
HARBOUR INVESTMENTS, INC. Reduced -17,846-17.8k
Janney Montgomery Scott LLC Sold out -17,229-17.2k
WOLVERINE TRADING, LLC Sold out -13,001-13.0k
Cambridge Investment Research Advisors, Inc. Reduced -12,367-12.4k
TOWNSQUARE CAPITAL LLC Reduced -11,971-12.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -9,434-9.4k
Quad-Cities Investment Group, LLC Sold out -7,013-7.0k
Cetera Advisors LLC Reduced -2,856-2.9k

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 +3.4 pts · filed 2026-10-22 46.4% +3.4 pts 3.7m≈ $174.8m 2026-10-22

Holders, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 248,285248.3k $8.5m $8.5m 0.02% Added +151.6k +151,586
2 Luken Investment Analytics, LLC 4.36% of their portfolio BRENTWOOD, TN 227,258227.3k $7.8m $7.8m 4.36% New
3 Tanglewood Legacy Advisors, LLC 3.79% of their portfolio HOUSTON, TX 191,066191.1k $6.6m $6.6m 3.79% Added +1.2k +1,205
4 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 126,321126.3k $4.3m $4.3m 0.01% Added +2.1k +2,110
5 CreativeOne Wealth, LLC 0.10% of their portfolio OVERLAND PARK, KS 119,573119.6k $4.0m $4.0m 0.10% New
6 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 112,588112.6k $3.9m $3.9m 0.00% Added +57.6k +57,576
7 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 89,52489.5k $3.1m $3.1m 0.03% Added +22.6k +22,641
8 Per Stirling Capital Management, LLC. 0.56% of their portfolio AUSTIN, TX 80,29480.3k $2.8m $2.8m 0.56% New
9 RETIREMENT GUYS FORMULA LLC 1.29% of their portfolio MAUMEE, OH 64,71464.7k $2.2m $2.2m 1.29% Reduced -216.2k -216,165
10 HARBOUR INVESTMENTS, INC. 0.10% of their portfolio MADISON, WI 59,06859.1k $2.0m $2.0m 0.10% Reduced -17.8k -17,846
11 Advance Capital Management, Inc. 0.18% of their portfolio SOUTHFIELD, MI 47,06947.1k $1.6m $1.6m 0.18% Reduced -2.0k -1,968
12 Cetera Advisor Networks LLC 0.01% of their portfolio EL SEGUNDO, CA 43,52543.5k $1.5m $1.5m 0.01% Added +11.1k +11,109
13 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 43,00543.0k $1.5m $1.5m 0.00% Added +32.1k +32,135
14 Mutual Advisors, LLC 0.05% of their portfolio OMAHA, NE 41,90441.9k $1.4m $1.4m 0.05% Reduced -396 -396
15 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.10% of their portfolio BIRMINGHAM, AL 36,75236.8k $1.3m $1.3m 0.10% Added +1.1k +1,108
16 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 34,20934.2k $1.2m $1.2m 0.00% New
17 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 27,00127.0k $926.1k $926.1k 0.00% New
18 Ignite Planners, LLC 0.35% of their portfolio SAN CLEMENTE, CA 26,73226.7k $912.5k $912.5k 0.35% Added +25 +25
19 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 25,22525.2k $865.2k $865.2k 0.01% Reduced -21 -21
20 Sloy Dahl & Holst, LLC 0.15% of their portfolio Vancouver, WA 24,53024.5k $841.4k $841.4k 0.15% Unchanged
21 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 23,65823.7k $811.5k $811.5k 0.01% Reduced -1.6k -1,623
22 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 23,15123.2k $794.0k $794.0k 0.00% Reduced -12.4k -12,367
23 Sage Capital Advisors,llc 0.27% of their portfolio SIOUX FALLS, SD 22,72722.7k $779.5k $779.5k 0.27% New
24 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 22,67122.7k $777.6k $777.6k 0.00% Added +13.2k +13,218
25 Spire Wealth Management 0.03% of their portfolio MCLEAN, VA 22,17322.2k $760.5k $760.5k 0.03% New
26 Cetera Advisors LLC 0.01% of their portfolio DENVER, CO 21,84621.8k $749.3k $749.3k 0.01% Reduced -2.9k -2,856
27 Integrity Financial Corp /WA 0.52% of their portfolio JACKSON, WY 20,02620.0k $686.9k $686.9k 0.52% Added +9.4k +9,423
28 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 19,39619.4k $665.0k $665.0k 0.00% New
29 Capital Asset Advisory Services LLC 0.04% of their portfolio Williamston, MI 17,98918.0k $620.8k $620.8k 0.04% Unchanged
30 CWM, LLC 0.00% of their portfolio OMAHA, NE 15,47915.5k $531.0k $531.0k 0.00% New
31 OGOREK ANTHONY JOSEPH /NY/ /ADV 0.20% of their portfolio WILLIAMSVILLE, NY 15,00215.0k $514.0k $514.0k 0.20% New
32 AlphaStar Capital Management, LLC 0.05% of their portfolio CORNELIUS, NC 13,30813.3k $456.5k $456.5k 0.05% New
33 TOWNSQUARE CAPITAL LLC 0.01% of their portfolio Lehi, UT 12,59512.6k $432.0k $432.0k 0.01% Reduced -12.0k -11,971
34 Cambridge Advisors Inc. 0.11% of their portfolio OMAHA, NE 12,52512.5k $429.6k $429.6k 0.11% Reduced -1.6k -1,600
35 Main Street Financial Solutions, LLC 0.06% of their portfolio NEWTOWN, PA 12,00012.0k $411.6k $411.6k 0.06% Reduced -1.3k -1,300
36 FSB PREMIER WEALTH MANAGEMENT, INC. 0.21% of their portfolio WATERLOO, IA 11,15511.2k $382.6k $382.6k 0.21% Reduced -1.3k -1,254
37 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 11,15511.2k $382.6k $382.6k 0.00% Added +4.4k +4,409
38 First Heartland Consultants, Inc. 0.05% of their portfolio LAKE ST. LOUIS, MO 10,66010.7k $365.6k $365.6k 0.05% New
39 Arkadios Wealth Advisors 0.04% of their portfolio ATLANTA, GA 9,4309.4k $323.4k $323.4k 0.04% Unchanged
40 Apollon Wealth Management, LLC 0.01% of their portfolio MOUNT PLEASANT, SC 8,5508.6k $293.3k $293.3k 0.01% Unchanged
41 Rehmann Capital Advisory Group 0.02% of their portfolio LANSING, MI 7,9437.9k $272.4k $272.4k 0.02% Unchanged
42 Mariner, LLC 0.00% of their portfolio Overland Park, KS 7,8207.8k $268.2k $268.2k 0.00% New
43 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 7,4617.5k $255.9k $255.9k 0.00% Added +993 +993
44 Ameritas Advisory Services, LLC 0.03% of their portfolio Lincoln, NE 6,8256.8k $233.0k $233.0k 0.03% Added +1.6k +1,590
45 Strategic Blueprint, LLC 0.02% of their portfolio ATLANTA, GA 6,7886.8k $232.8k $232.8k 0.02% New
46 StoneX Group Inc. 0.02% of their portfolio NEW YORK, NY 6,7636.8k $232.0k $232.0k 0.02% Reduced -875 -875
47 Echo Wealth Management, LLC 0.25% of their portfolio PLYMOUTH, MN 6,6336.6k $229.3k $229.3k 0.25% New
48 Core Wealth Partners LLC 0.20% of their portfolio SANTA ROSA, CA 6,2506.2k $214.4k $214.4k 0.20% Unchanged
49 ARBOR CAPITAL MANAGEMENT INC /ADV 0.16% of their portfolio ANCHORAGE, AK 5,8685.9k $201.2k $201.2k 0.16% Reduced -858 -858
50 Tradition Wealth Management, LLC 0.02% of their portfolio EDINA, MN 4,5944.6k $158.0k $158.0k 0.02% Unchanged
51 Sunbelt Securities, Inc. 0.02% of their portfolio HOUSTON, TX 4,2684.3k $146.4k $146.4k 0.02% Unchanged
52 UBS Group AG 0.00% of their portfolio ZURICH, V8 3,6443.6k $125.0k $125.0k 0.00% Added +470 +470
53 SOA Wealth Advisors, LLC. 0.03% of their portfolio NEW YORK, NY 3,5413.5k $121.5k $121.5k 0.03% New
54 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 2,6132.6k $89.6k $89.6k 0.01% Unchanged
55 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 635635 $21.8k $21.8k 0.00% New
56 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 288288 $9.9k $9.9k 0.00% New