Vault-13

FIRST TR EXCHNG TRADED FD VI DMAY

FT VEST US EQT · ETP · CUSIP 33740F730

49 institutional holders -8 vs Q3 2023
1,832,6871.8m shares reported held*
$66.2mreported value*
4 new 8 added 17 reduced 14 sold out net sold ≈ $4.6m (-126.7k 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 ≈ $36.11.

Trends to Q4 2023

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 48Q4 22: 48Q1 23: 46Q2 23: 56Q3 23: 57Q4 23: 4949Q3 22Q4 22Q1 23Q2 23Q3 23Q4 23
Numbers
QuarterHolders
Q3 202248
Q4 202248
Q1 202346
Q2 202356
Q3 202357
Q4 202349

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 23Q4 23: 12 bought or addedQ4 23: 31 cut or sold outQ4 23
Numbers
QuarterBought or addedCut or sold out
Q4 20221525
Q1 2023934
Q2 20233322
Q3 20231136
Q4 20231231

Biggest buyers

Kestra Advisory Services, LLC Added +79,711+79.7k
Freedom Investment Management, Inc. New +28,098+28.1k
ENVESTNET ASSET MANAGEMENT INC Added +27,441+27.4k
LPL Financial LLC New +9,339+9.3k
Cetera Investment Advisers Added +7,761+7.8k
Luken Investment Analytics, LLC Added +6,973+7.0k
Cetera Advisor Networks LLC Added +6,130+6.1k
ARBOR CAPITAL MANAGEMENT INC /ADV New +5,603+5.6k
ROYAL BANK OF CANADA New +3,462+3.5k
Per Stirling Capital Management, LLC. Added +1,439+1.4k

Biggest sellers

CreativeOne Wealth, LLC Reduced -41,986-42.0k
JPMORGAN CHASE & CO Sold out -34,209-34.2k
3D/L Capital Management, LLC Sold out -27,188-27.2k
OSAIC HOLDINGS, INC. Reduced -22,624-22.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -19,135-19.1k
Advance Capital Management, Inc. Reduced -17,512-17.5k
OLD MISSION CAPITAL LLC Sold out -17,476-17.5k
AXXCESS WEALTH MANAGEMENT, LLC Sold out -17,344-17.3k
Capital Asset Advisory Services LLC Sold out -16,973-17.0k
Raymond James Financial Services Advisors, Inc. Sold out -11,487-11.5k

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, Q4 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Luken Investment Analytics, LLC 4.54% of their portfolio BRENTWOOD, TN 233,164233.2k $8.4m $8.4m 4.54% Added +7.0k +6,973
2 REAP Financial Group, LLC 1.98% of their portfolio AUSTIN, TX 187,894187.9k $6.8m $6.8m 1.98% First filing
3 Tanglewood Legacy Advisors, LLC 3.64% of their portfolio HOUSTON, TX 184,353184.4k $6.7m $6.7m 3.64% Reduced -1.2k -1,179
4 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 139,460139.5k $5.0m $5.0m 0.00% Added +27.4k +27,441
5 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 112,300112.3k $4.1m $4.1m 0.01% Reduced -9.0k -8,952
6 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 104,249104.2k $3.8m $3.8m 0.03% Added +79.7k +79,711
7 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 95,87895.9k $3.5m $3.5m 0.03% Added +7.8k +7,761
8 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 79,00879.0k $2.9m $2.9m 0.00% Reduced -22.6k -22,624
9 Per Stirling Capital Management, LLC. 0.43% of their portfolio AUSTIN, TX 64,61064.6k $2.3m $2.3m 0.43% Added +1.4k +1,439
10 HARBOUR INVESTMENTS, INC. 0.09% of their portfolio MADISON, WI 60,53160.5k $2.2m $2.2m 0.09% Unchanged
11 Cetera Advisor Networks LLC 0.01% of their portfolio EL SEGUNDO, CA 46,36746.4k $1.7m $1.7m 0.01% Added +6.1k +6,130
12 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 41,88341.9k $1.5m $1.5m 0.00% Reduced -949 -949
13 Mutual Advisors, LLC 0.05% of their portfolio OMAHA, NE 40,20440.2k $1.5m $1.5m 0.05% Reduced -1.4k -1,400
14 CreativeOne Wealth, LLC 0.07% of their portfolio OVERLAND PARK, KS 29,80729.8k $1.1m $1.1m 0.07% Reduced -42.0k -41,986
15 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.08% of their portfolio BIRMINGHAM, AL 29,19829.2k $1.1m $1.1m 0.08% Reduced -6.6k -6,632
16 Freedom Investment Management, Inc. 0.08% of their portfolio SOUTH WINDSOR, CT 28,09828.1k $1.0m $1.0m 0.08% New
17 Sloy Dahl & Holst, LLC 0.18% of their portfolio Vancouver, WA 24,53024.5k $885.8k $885.8k 0.18% Unchanged
18 Ignite Planners, LLC 0.25% of their portfolio SAN CLEMENTE, CA 23,67923.7k $853.3k $853.3k 0.25% Reduced -3.1k -3,053
19 Sage Capital Advisors,llc 0.27% of their portfolio SIOUX FALLS, SD 23,42423.4k $845.8k $845.8k 0.27% Added +1.2k +1,198
20 RETIREMENT GUYS FORMULA LLC 0.42% of their portfolio MAUMEE, OH 21,76121.8k $785.8k $785.8k 0.42% Unchanged
21 Cetera Advisors LLC 0.01% of their portfolio DENVER, CO 20,73620.7k $748.8k $748.8k 0.01% Added +53 +53
22 Advance Capital Management, Inc. 0.05% of their portfolio SOUTHFIELD, MI 18,67318.7k $674.3k $674.3k 0.05% Reduced -17.5k -17,512
23 WETZEL INVESTMENT ADVISORS, INC. 0.41% of their portfolio INDIANAPOLIS, IN 18,53418.5k $669.0k $669.0k 0.41% First filing
24 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 17,52517.5k $633.0k $633.0k 0.00% Reduced -1.9k -1,950
25 Integrity Financial Corp /WA 0.46% of their portfolio JACKSON, WY 17,40217.4k $628.4k $628.4k 0.46% Reduced -1.5k -1,473
26 OGOREK ANTHONY JOSEPH /NY/ /ADV 0.20% of their portfolio WILLIAMSVILLE, NY 15,00215.0k $541.0k $541.0k 0.20% Unchanged
27 AlphaStar Capital Management, LLC 0.04% of their portfolio CORNELIUS, NC 13,30813.3k $480.5k $480.5k 0.04% Unchanged
28 Cambridge Advisors Inc. 0.11% of their portfolio OMAHA, NE 12,52512.5k $452.3k $452.3k 0.11% Unchanged
29 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 11,42111.4k $412.4k $412.4k 0.01% Reduced -7.6k -7,616
30 FSB PREMIER WEALTH MANAGEMENT, INC. 0.20% of their portfolio WATERLOO, IA 10,85510.9k $392.0k $392.0k 0.20% Reduced -300 -300
31 Spire Wealth Management 0.01% of their portfolio MCLEAN, VA 10,45210.5k $380.3k $380.3k 0.01% Unchanged
32 TOWNSQUARE CAPITAL LLC 0.01% of their portfolio Lehi, UT 9,5039.5k $343.1k $343.1k 0.01% Reduced -2 -2
33 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 9,3399.3k $337.2k $337.2k 0.00% New
34 Main Street Financial Solutions, LLC 0.04% of their portfolio NEWTOWN, PA 9,2369.2k $333.5k $333.5k 0.04% Unchanged
35 CWM, LLC 0.00% of their portfolio OMAHA, NE 7,9708.0k $288.0k $288.0k 0.00% Reduced -3.4k -3,364
36 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 7,5007.5k $270.8k $270.8k 0.01% Unchanged
37 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 7,3117.3k $267.1k $267.1k 0.00% Reduced -150 -150
38 Rehmann Capital Advisory Group 0.02% of their portfolio LANSING, MI 7,0427.0k $254.3k $254.3k 0.02% Reduced -62 -62
39 StoneX Group Inc. 0.02% of their portfolio NEW YORK, NY 6,7636.8k $244.2k $244.2k 0.02% Unchanged
40 Core Wealth Partners LLC 0.18% of their portfolio SANTA ROSA, CA 6,2506.2k $225.7k $225.7k 0.18% Unchanged
41 ARBOR CAPITAL MANAGEMENT INC /ADV 0.15% of their portfolio ANCHORAGE, AK 5,6035.6k $201.3k $201.3k 0.15% New
42 Sunbelt Securities, Inc. 0.02% of their portfolio HOUSTON, TX 3,8323.8k $138.4k $138.4k 0.02% Unchanged
43 SOA Wealth Advisors, LLC. 0.03% of their portfolio NEW YORK, NY 3,5413.5k $127.9k $127.9k 0.03% Unchanged
44 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 3,4623.5k $125.0k $125.0k 0.00% New
45 Tradition Wealth Management, LLC 0.01% of their portfolio EDINA, MN 3,0373.0k $110.0k $110.0k 0.01% Unchanged
46 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 2,6132.6k $94.4k $94.4k 0.01% Unchanged
47 DHJJ Financial Advisors, Ltd. 0.03% of their portfolio NAPERVILLE, IL 1,7351.7k $62.6k $62.6k 0.03% Unchanged
48 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 635635 $22.9k $22.9k 0.00% Unchanged
49 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 484484 $17.0k $17.0k 0.00% Unchanged