Vault-13

FIRST TR EXCHNG TRADED FD VI DMAY

FT VEST US EQT · ETP · CUSIP 33740F730

57 institutional holders +1 vs Q2 2023
1,753,0011.8m shares reported held*
$59.4mreported value*
6 new 5 added 30 reduced 6 sold out net sold ≈ $11.0m (-323.6k 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 ≈ $33.88.

Trends to Q3 2023

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 48Q4 22: 48Q1 23: 46Q2 23: 56Q3 23: 5757Q3 22Q4 22Q1 23Q2 23Q3 23
Numbers
QuarterHolders
Q3 202248
Q4 202248
Q1 202346
Q2 202356
Q3 202357

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 23Q3 23: 11 bought or addedQ3 23: 36 cut or sold outQ3 23
Numbers
QuarterBought or addedCut or sold out
Q4 20221525
Q1 2023934
Q2 20233322
Q3 20231136

Biggest buyers

3D/L Capital Management, LLC New +27,188+27.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +19,135+19.1k
OLD MISSION CAPITAL LLC New +17,476+17.5k
AXXCESS WEALTH MANAGEMENT, LLC New +17,344+17.3k
KESTRA PRIVATE WEALTH SERVICES, LLC New +7,500+7.5k
Ameritas Advisory Services, LLC Added +2,818+2.8k
DHJJ Financial Advisors, Ltd. New +1,735+1.7k
HARBOUR INVESTMENTS, INC. Added +1,463+1.5k
Strategic Blueprint, LLC Added +961+961
Kestra Advisory Services, LLC Added +880+880

Biggest sellers

OSAIC HOLDINGS, INC. Reduced -146,653-146.7k
CreativeOne Wealth, LLC Reduced -47,780-47.8k
RETIREMENT GUYS FORMULA LLC Reduced -42,953-43.0k
JANE STREET GROUP, LLC Sold out -27,001-27.0k
CITADEL ADVISORS LLC Sold out -22,671-22.7k
ROYAL BANK OF CANADA Sold out -19,396-19.4k
Per Stirling Capital Management, LLC. Reduced -17,123-17.1k
Spire Wealth Management Reduced -11,721-11.7k
Advance Capital Management, Inc. Reduced -10,884-10.9k
Apollon Wealth Management, LLC Sold out -8,550-8.6k

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, Q3 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Luken Investment Analytics, LLC 4.44% of their portfolio BRENTWOOD, TN 226,191226.2k $7.7m $7.7m 4.44% Reduced -1.1k -1,067
2 Tanglewood Legacy Advisors, LLC 3.77% of their portfolio HOUSTON, TX 185,532185.5k $6.3m $6.3m 3.77% Reduced -5.5k -5,534
3 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 121,252121.3k $4.1m $4.1m 0.01% Reduced -5.1k -5,069
4 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 112,019112.0k $3.8m $3.8m 0.00% Reduced -569 -569
5 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 101,632101.6k $3.4m $3.4m 0.01% Reduced -146.7k -146,653
6 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 88,11788.1k $3.0m $3.0m 0.03% Reduced -1.4k -1,407
7 CreativeOne Wealth, LLC 0.17% of their portfolio OVERLAND PARK, KS 71,79371.8k $2.4m $2.4m 0.17% Reduced -47.8k -47,780
8 Per Stirling Capital Management, LLC. 0.44% of their portfolio AUSTIN, TX 63,17163.2k $2.1m $2.1m 0.44% Reduced -17.1k -17,123
9 HARBOUR INVESTMENTS, INC. 0.10% of their portfolio MADISON, WI 60,53160.5k $2.1m $2.1m 0.10% Added +1.5k +1,463
10 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 42,83242.8k $1.5m $1.5m 0.00% Reduced -173 -173
11 Mutual Advisors, LLC 0.05% of their portfolio OMAHA, NE 41,60441.6k $1.4m $1.4m 0.05% Reduced -300 -300
12 Cetera Advisor Networks LLC 0.01% of their portfolio EL SEGUNDO, CA 40,23740.2k $1.4m $1.4m 0.01% Reduced -3.3k -3,288
13 Advance Capital Management, Inc. 0.11% of their portfolio SOUTHFIELD, MI 36,18536.2k $1.2m $1.2m 0.11% Reduced -10.9k -10,884
14 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.09% of their portfolio BIRMINGHAM, AL 35,83035.8k $1.2m $1.2m 0.09% Reduced -922 -922
15 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 34,20934.2k $1.2m $1.2m 0.00% Unchanged
16 3D/L Capital Management, LLC 0.30% of their portfolio Hartford, CT 27,18827.2k $921.1k $921.1k 0.30% New
17 Ignite Planners, LLC 0.28% of their portfolio SAN CLEMENTE, CA 26,73226.7k $902.5k $902.5k 0.28% Unchanged
18 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 24,53824.5k $831.3k $831.3k 0.01% Added +880 +880
19 Sloy Dahl & Holst, LLC 0.18% of their portfolio Vancouver, WA 24,53024.5k $831.1k $831.1k 0.18% Unchanged
20 Sage Capital Advisors,llc 0.28% of their portfolio SIOUX FALLS, SD 22,22622.2k $753.0k $753.0k 0.28% Reduced -501 -501
21 RETIREMENT GUYS FORMULA LLC 0.51% of their portfolio MAUMEE, OH 21,76121.8k $737.3k $737.3k 0.51% Reduced -43.0k -42,953
22 Cetera Advisors LLC 0.01% of their portfolio DENVER, CO 20,68320.7k $700.7k $700.7k 0.01% Reduced -1.2k -1,163
23 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 19,47519.5k $660.0k $660.0k 0.00% Reduced -3.7k -3,676
24 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 19,13519.1k $648.3k $648.3k 0.00% New
25 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 19,03719.0k $645.0k $645.0k 0.01% Reduced -6.2k -6,188
26 Integrity Financial Corp /WA 0.48% of their portfolio JACKSON, WY 18,87518.9k $639.5k $639.5k 0.48% Reduced -1.2k -1,151
27 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 17,47617.5k $592.1k $592.1k 0.02% New
28 AXXCESS WEALTH MANAGEMENT, LLC 0.02% of their portfolio CARLSBAD, CA 17,34417.3k $587.6k $587.6k 0.02% New
29 Capital Asset Advisory Services LLC 0.04% of their portfolio Williamston, MI 16,97317.0k $581.3k $581.3k 0.04% Reduced -1.0k -1,016
30 OGOREK ANTHONY JOSEPH /NY/ /ADV 0.20% of their portfolio WILLIAMSVILLE, NY 15,00215.0k $508.0k $508.0k 0.20% Unchanged
31 AlphaStar Capital Management, LLC 0.06% of their portfolio CORNELIUS, NC 13,30813.3k $450.9k $450.9k 0.06% Unchanged
32 Cambridge Advisors Inc. 0.11% of their portfolio OMAHA, NE 12,52512.5k $424.3k $424.3k 0.11% Unchanged
33 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 11,48711.5k $389.2k $389.2k 0.00% Added +332 +332
34 CWM, LLC 0.00% of their portfolio OMAHA, NE 11,33411.3k $384.0k $384.0k 0.00% Reduced -4.1k -4,145
35 FSB PREMIER WEALTH MANAGEMENT, INC. 0.21% of their portfolio WATERLOO, IA 11,15511.2k $377.9k $377.9k 0.21% Unchanged
36 Spire Wealth Management 0.01% of their portfolio MCLEAN, VA 10,45210.5k $354.1k $354.1k 0.01% Reduced -11.7k -11,721
37 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 9,6439.6k $328.1k $328.1k 0.02% Added +2.8k +2,818
38 TOWNSQUARE CAPITAL LLC 0.01% of their portfolio Lehi, UT 9,5059.5k $322.0k $322.0k 0.01% Reduced -3.1k -3,090
39 Arkadios Wealth Advisors 0.03% of their portfolio ATLANTA, GA 9,4309.4k $319.5k $319.5k 0.03% Unchanged
40 Main Street Financial Solutions, LLC 0.04% of their portfolio NEWTOWN, PA 9,2369.2k $312.9k $312.9k 0.04% Reduced -2.8k -2,764
41 Strategic Blueprint, LLC 0.02% of their portfolio ATLANTA, GA 7,7497.7k $262.5k $262.5k 0.02% Added +961 +961
42 First Heartland Consultants, Inc. 0.03% of their portfolio LAKE ST. LOUIS, MO 7,6747.7k $260.0k $260.0k 0.03% Reduced -3.0k -2,986
43 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 7,5007.5k $254.1k $254.1k 0.01% New
44 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 7,4617.5k $252.8k $252.8k 0.00% Unchanged
45 Rehmann Capital Advisory Group 0.02% of their portfolio LANSING, MI 7,1047.1k $240.7k $240.7k 0.02% Reduced -839 -839
46 StoneX Group Inc. 0.02% of their portfolio NEW YORK, NY 6,7636.8k $229.1k $229.1k 0.02% Unchanged
47 Core Wealth Partners LLC 0.19% of their portfolio SANTA ROSA, CA 6,2506.2k $211.8k $211.8k 0.19% Unchanged
48 Mariner, LLC 0.00% of their portfolio Overland Park, KS 6,0316.0k $204.3k $204.3k 0.00% Reduced -1.8k -1,789
49 Sunbelt Securities, Inc. 0.02% of their portfolio HOUSTON, TX 3,8323.8k $129.8k $129.8k 0.02% Reduced -436 -436
50 SOA Wealth Advisors, LLC. 0.03% of their portfolio NEW YORK, NY 3,5413.5k $120.0k $120.0k 0.03% Unchanged
51 Tradition Wealth Management, LLC 0.01% of their portfolio EDINA, MN 3,0373.0k $103.0k $103.0k 0.01% Reduced -1.6k -1,557
52 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 2,6132.6k $88.5k $88.5k 0.01% Unchanged
53 DHJJ Financial Advisors, Ltd. 0.03% of their portfolio NAPERVILLE, IL 1,7351.7k $58.8k $58.8k 0.03% New
54 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 635635 $21.5k $21.5k 0.00% Unchanged
55 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 484484 $16.0k $16.0k 0.00% First filing
56 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 288288 $9.8k $9.8k 0.00% Unchanged
57 UBS Group AG 0.00% of their portfolio ZURICH, V8 119119 $4.0k $4.0k 0.00% Reduced -3.5k -3,525