Vault-13

FIRST TR EXCHNG TRADED FD VI DMAY

FT VEST US EQT · ETP · CUSIP 33740F730

46 institutional holders -3 vs Q4 2023
1,346,7021.3m shares reported held*
$50.2mreported value*
6 new 8 added 20 reduced 10 sold out net sold ≈ $18.9m (-505.7k 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 ≈ $37.28.

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 48Q4 22: 48Q1 23: 46Q2 23: 56Q3 23: 57Q4 23: 49Q1 24: 4646Q3 22Q1 23Q3 23Q1 24
Numbers
QuarterHolders
Q3 202248
Q4 202248
Q1 202346
Q2 202356
Q3 202357
Q4 202349
Q1 202446

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 23Q1 24: 14 bought or addedQ1 24: 30 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q4 20221525
Q1 2023934
Q2 20233322
Q3 20231136
Q4 20231231
Q1 20241430

Biggest buyers

JANE STREET GROUP, LLC New +56,362+56.4k
Kestra Advisory Services, LLC Added +31,567+31.6k
OLD MISSION CAPITAL LLC New +28,783+28.8k
Ameritas Advisory Services, LLC New +8,785+8.8k
Per Stirling Capital Management, LLC. Added +5,241+5.2k
LPL Financial LLC Added +3,078+3.1k
Cetera Investment Advisers Added +2,052+2.1k
ROYAL BANK OF CANADA Added +1,343+1.3k
CoreCap Advisors, LLC New +960+960
WETZEL INVESTMENT ADVISORS, INC. Added +679+679

Biggest sellers

Luken Investment Analytics, LLC Reduced -233,069-233.1k
ENVESTNET ASSET MANAGEMENT INC Reduced -121,663-121.7k
Cetera Advisor Networks LLC Sold out -46,367-46.4k
CreativeOne Wealth, LLC Sold out -29,807-29.8k
Freedom Investment Management, Inc. Sold out -28,098-28.1k
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Reduced -26,461-26.5k
OSAIC HOLDINGS, INC. Reduced -25,420-25.4k
Sage Capital Advisors,llc Sold out -23,424-23.4k
Cetera Advisors LLC Sold out -20,736-20.7k
TRUIST FINANCIAL CORP Reduced -15,159-15.2k

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

Holders, Q1 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 REAP Financial Group, LLC 1.90% of their portfolio AUSTIN, TX 185,595185.6k $6.9m $6.9m 1.90% Reduced -2.3k -2,299
2 Tanglewood Legacy Advisors, LLC 3.37% of their portfolio HOUSTON, TX 183,293183.3k $6.8m $6.8m 3.37% Reduced -1.1k -1,060
3 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 135,816135.8k $5.1m $5.1m 0.03% Added +31.6k +31,567
4 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 98,53498.5k $3.7m $3.7m 0.01% Reduced -13.8k -13,766
5 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 97,93097.9k $3.7m $3.7m 0.01% Added +2.1k +2,052
6 Per Stirling Capital Management, LLC. 0.43% of their portfolio AUSTIN, TX 69,85169.9k $2.6m $2.6m 0.43% Added +5.2k +5,241
7 HARBOUR INVESTMENTS, INC. 0.08% of their portfolio MADISON, WI 60,53160.5k $2.3m $2.3m 0.08% Unchanged
8 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 56,36256.4k $2.1m $2.1m 0.00% New
9 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 53,58853.6k $2.0m $2.0m 0.00% Reduced -25.4k -25,420
10 Mutual Advisors, LLC 0.04% of their portfolio OMAHA, NE 35,36435.4k $1.3m $1.3m 0.04% Reduced -4.8k -4,840
11 OLD MISSION CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 28,78328.8k $1.1m $1.1m 0.03% New
12 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 26,72426.7k $996.1k $996.1k 0.00% Reduced -15.2k -15,159
13 Sloy Dahl & Holst, LLC 0.22% of their portfolio Vancouver, WA 24,53024.5k $914.4k $914.4k 0.22% Unchanged
14 RETIREMENT GUYS FORMULA LLC 0.41% of their portfolio MAUMEE, OH 22,43422.4k $836.2k $836.2k 0.41% Added +673 +673
15 Ignite Planners, LLC 0.23% of their portfolio SAN CLEMENTE, CA 22,40222.4k $835.0k $835.0k 0.23% Reduced -1.3k -1,277
16 BRASS TAX WEALTH MANAGEMENT, INC 0.38% of their portfolio CINCINNATI, OH 19,71519.7k $734.9k $734.9k 0.38% First filing
17 WETZEL INVESTMENT ADVISORS, INC. 0.42% of their portfolio INDIANAPOLIS, IN 19,21319.2k $715.6k $715.6k 0.42% Added +679 +679
18 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 17,79717.8k $663.4k $663.4k 0.00% Reduced -121.7k -121,663
19 OGOREK ANTHONY JOSEPH /NY/ /ADV 0.19% of their portfolio WILLIAMSVILLE, NY 15,00215.0k $559.0k $559.0k 0.19% Unchanged
20 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 14,83014.8k $553.0k $553.0k 0.00% Reduced -2.7k -2,695
21 Integrity Financial Corp /WA 0.36% of their portfolio JACKSON, WY 14,23414.2k $530.6k $530.6k 0.36% Reduced -3.2k -3,168
22 AlphaStar Capital Management, LLC 0.05% of their portfolio CORNELIUS, NC 13,30813.3k $496.1k $496.1k 0.05% Unchanged
23 Cambridge Advisors Inc. 0.11% of their portfolio OMAHA, NE 12,52512.5k $466.9k $466.9k 0.11% Unchanged
24 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 12,41712.4k $462.8k $462.8k 0.00% Added +3.1k +3,078
25 Advance Capital Management, Inc. 0.03% of their portfolio SOUTHFIELD, MI 11,67611.7k $435.2k $435.2k 0.03% Reduced -7.0k -6,997
26 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 11,32011.3k $422.0k $422.0k 0.00% Reduced -101 -101
27 TOWNSQUARE CAPITAL LLC 0.01% of their portfolio Lehi, UT 9,5009.5k $354.1k $354.1k 0.01% Reduced -3 -3
28 Ameritas Advisory Services, LLC 0.01% of their portfolio Lincoln, NE 8,7858.8k $328.5k $328.5k 0.01% New
29 Spire Wealth Management 0.01% of their portfolio MCLEAN, VA 8,5818.6k $319.9k $319.9k 0.01% Reduced -1.9k -1,871
30 Main Street Financial Solutions, LLC 0.03% of their portfolio NEWTOWN, PA 8,1368.1k $303.3k $303.3k 0.03% Reduced -1.1k -1,100
31 Rehmann Capital Advisory Group 0.02% of their portfolio LANSING, MI 7,0427.0k $262.5k $262.5k 0.02% Unchanged
32 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 7,0077.0k $261.2k $261.2k 0.00% Reduced -304 -304
33 Core Wealth Partners LLC 0.18% of their portfolio SANTA ROSA, CA 6,2506.2k $233.0k $233.0k 0.18% Unchanged
34 ARBOR CAPITAL MANAGEMENT INC /ADV 0.20% of their portfolio ANCHORAGE, AK 5,7565.8k $216.1k $216.1k 0.20% Added +153 +153
35 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 4,8054.8k $179.0k $179.0k 0.00% Added +1.3k +1,343
36 Sunbelt Securities, Inc. 0.02% of their portfolio HOUSTON, TX 3,8323.8k $142.8k $142.8k 0.02% Unchanged
37 SOA Wealth Advisors, LLC. 0.03% of their portfolio NEW YORK, NY 3,5413.5k $132.0k $132.0k 0.03% Unchanged
38 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.01% of their portfolio BIRMINGHAM, AL 2,7372.7k $102.0k $102.0k 0.01% Reduced -26.5k -26,461
39 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 2,6132.6k $97.4k $97.4k 0.01% Unchanged
40 DHJJ Financial Advisors, Ltd. 0.03% of their portfolio NAPERVILLE, IL 1,5851.6k $59.1k $59.1k 0.03% Reduced -150 -150
41 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 960960 $35.8k $35.8k 0.00% New
42 UBS Group AG 0.00% of their portfolio ZURICH, V8 652652 $24.3k $24.3k 0.00% New
43 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 635635 $23.7k $23.7k 0.00% Unchanged
44 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 339339 $12.6k $12.6k 0.00% New
45 Luken Investment Analytics, LLC 0.00% of their portfolio BRENTWOOD, TN 9595 $3.5k $3.5k 0.00% Reduced -233.1k -233,069
46 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 7777 $2.0k $2.0k 0.00% Reduced -407 -407