Vault-13

FIRST TR EXCHNG TRADED FD VI DMAY

FT VEST US EQT · ETP · CUSIP 33740F730

73 institutional holders +27 vs Q1 2024
3,817,4793.8m shares reported held*
$146.9mreported value*
31 new 22 added 7 reduced 4 sold out net bought ≈ $95.1m (+2.5m 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 ≈ $38.47.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 48Q4 22: 48Q1 23: 46Q2 23: 56Q3 23: 57Q4 23: 49Q1 24: 46Q2 24: 7373Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 202248
Q4 202248
Q1 202346
Q2 202356
Q3 202357
Q4 202349
Q1 202446
Q2 202473

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 22: 15 bought or addedQ4 22: 25 cut or sold outQ4 22Q1 23: 9 bought or addedQ1 23: 34 cut or sold outQ2 23: 33 bought or addedQ2 23: 22 cut or sold outQ2 23Q3 23: 11 bought or addedQ3 23: 36 cut or sold outQ4 23: 12 bought or addedQ4 23: 31 cut or sold outQ4 23Q1 24: 14 bought or addedQ1 24: 30 cut or sold outQ2 24: 53 bought or addedQ2 24: 11 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 20221525
Q1 2023934
Q2 20233322
Q3 20231136
Q4 20231231
Q1 20241430
Q2 20245311

Biggest buyers

OGOREK ANTHONY JOSEPH /NY/ /ADV Added +621,610+621.6k
Raymond James Financial Services Advisors, Inc. New +497,312+497.3k
ENVESTNET ASSET MANAGEMENT INC Added +269,288+269.3k
RAYMOND JAMES & ASSOCIATES New +204,266+204.3k
Cetera Investment Advisers Added +168,433+168.4k
CreativeOne Wealth, LLC New +115,453+115.5k
CWM, LLC New +96,422+96.4k
Kestra Advisory Services, LLC Added +84,705+84.7k
REAP Financial Group, LLC Added +66,498+66.5k
OSAIC HOLDINGS, INC. Added +49,965+50.0k

Biggest sellers

JANE STREET GROUP, LLC Sold out -56,362-56.4k
OLD MISSION CAPITAL LLC Sold out -28,783-28.8k
Tanglewood Legacy Advisors, LLC Reduced -28,511-28.5k
ROYAL BANK OF CANADA Sold out -4,805-4.8k
Advance Capital Management, Inc. Reduced -2,176-2.2k
UBS Group AG Sold out -652-652
Ignite Planners, LLC Reduced -376-376
RETIREMENT GUYS FORMULA LLC Reduced -369-369
DHJJ Financial Advisors, Ltd. Reduced -340-340
Luken Investment Analytics, LLC Reduced -45-45

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 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OGOREK ANTHONY JOSEPH /NY/ /ADV 8.51% of their portfolio WILLIAMSVILLE, NY 636,612636.6k $24.5m $24.5m 8.51% Added +621.6k +621,610
2 Raymond James Financial Services Advisors, Inc. 0.03% of their portfolio ST. PETERSBURG, FL 497,312497.3k $19.1m $19.1m 0.03% New
3 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 287,085287.1k $11.0m $11.0m 0.00% Added +269.3k +269,288
4 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 266,363266.4k $10.2m $10.2m 0.02% Added +168.4k +168,433
5 REAP Financial Group, LLC 2.61% of their portfolio AUSTIN, TX 252,093252.1k $9.7m $9.7m 2.61% Added +66.5k +66,498
6 Kestra Advisory Services, LLC 0.05% of their portfolio AUSTIN, TX 220,521220.5k $8.5m $8.5m 0.05% Added +84.7k +84,705
7 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 204,266204.3k $7.9m $7.9m 0.01% New
8 Tanglewood Legacy Advisors, LLC 2.81% of their portfolio HOUSTON, TX 154,782154.8k $6.0m $6.0m 2.81% Reduced -28.5k -28,511
9 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 122,487122.5k $4.7m $4.7m 0.01% Added +24.0k +23,953
10 CreativeOne Wealth, LLC 0.22% of their portfolio OVERLAND PARK, KS 115,453115.5k $4.4m $4.4m 0.22% New
11 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 103,553103.6k $4.0m $4.0m 0.01% Added +50.0k +49,965
12 CWM, LLC 0.02% of their portfolio OMAHA, NE 96,42296.4k $3.7m $3.7m 0.02% New
13 Per Stirling Capital Management, LLC. 0.45% of their portfolio AUSTIN, TX 72,22072.2k $2.8m $2.8m 0.45% Added +2.4k +2,369
14 HARBOUR INVESTMENTS, INC. 0.09% of their portfolio MADISON, WI 66,70966.7k $2.6m $2.6m 0.09% Added +6.2k +6,178
15 Spire Wealth Management 0.07% of their portfolio MCLEAN, VA 55,10155.1k $2.1m $2.1m 0.07% Added +46.5k +46,520
16 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 48,08648.1k $1.8m $1.8m 0.00% Added +21.4k +21,362
17 Mutual Advisors, LLC 0.05% of their portfolio OMAHA, NE 44,26644.3k $1.7m $1.7m 0.05% Added +8.9k +8,902
18 Integrity Financial Corp /WA 0.89% of their portfolio JACKSON, WY 36,91536.9k $1.4m $1.4m 0.89% Added +22.7k +22,681
19 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 34,55534.6k $1.3m $1.3m 0.00% Added +19.7k +19,725
20 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 32,18232.2k $1.2m $1.2m 0.00% New
21 Sloy Dahl & Holst, LLC 0.20% of their portfolio Vancouver, WA 24,53024.5k $943.7k $943.7k 0.20% Unchanged
22 RETIREMENT GUYS FORMULA LLC 0.41% of their portfolio MAUMEE, OH 22,06522.1k $848.8k $848.8k 0.41% Reduced -369 -369
23 Ignite Planners, LLC 0.21% of their portfolio SAN CLEMENTE, CA 22,02622.0k $855.8k $855.8k 0.21% Reduced -376 -376
24 StoneX Group Inc. 0.06% of their portfolio NEW YORK, NY 20,24120.2k $778.7k $778.7k 0.06% New
25 BRASS TAX WEALTH MANAGEMENT, INC 0.15% of their portfolio CINCINNATI, OH 19,71519.7k $758.4k $758.4k 0.15% Unchanged
26 WETZEL INVESTMENT ADVISORS, INC. 0.41% of their portfolio INDIANAPOLIS, IN 19,21319.2k $716.2k $716.2k 0.41% Unchanged
27 Sunbelt Securities, Inc. 0.07% of their portfolio HOUSTON, TX 16,82116.8k $647.1k $647.1k 0.07% Added +13.0k +12,989
28 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 16,59316.6k $638.3k $638.3k 0.00% Added +4.2k +4,176
29 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 16,15016.1k $621.3k $621.3k 0.01% New
30 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 14,24514.2k $548.0k $548.0k 0.02% Added +5.5k +5,460
31 TOWNSQUARE CAPITAL LLC 0.01% of their portfolio Lehi, UT 13,93713.9k $536.2k $536.2k 0.01% Added +4.4k +4,437
32 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 13,85613.9k $533.0k $533.0k 0.00% New
33 AlphaStar Capital Management, LLC 0.05% of their portfolio CORNELIUS, NC 13,30813.3k $512.0k $512.0k 0.05% Unchanged
34 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 12,86712.9k $495.0k $495.0k 0.00% New
35 Strategic Blueprint, LLC 0.03% of their portfolio ATLANTA, GA 12,58212.6k $484.0k $484.0k 0.03% New
36 Cambridge Advisors Inc. 0.11% of their portfolio OMAHA, NE 12,52512.5k $481.8k $481.8k 0.11% Unchanged
37 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 11,90511.9k $458.0k $458.0k 0.00% Added +4.9k +4,898
38 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 11,32011.3k $435.5k $435.5k 0.00% Unchanged
39 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 10,23110.2k $398.4k $398.4k 0.01% New
40 Comprehensive Financial Consultants Institutional, Inc. 0.14% of their portfolio Bloomington, IN 9,5639.6k $367.9k $367.9k 0.14% New
41 Advance Capital Management, Inc. 0.02% of their portfolio SOUTHFIELD, MI 9,5009.5k $365.5k $365.5k 0.02% Reduced -2.2k -2,176
42 Spectrum Asset Management, Inc. (NB/CA) 0.16% of their portfolio NEWPORT BEACH, CA 9,2059.2k $354.1k $354.1k 0.16% New
43 Capital Investment Advisory Services, LLC 0.04% of their portfolio RALEIGH, NC 9,1539.2k $352.1k $352.1k 0.04% New
44 Mayfair Advisory Group, LLC 0.24% of their portfolio BIRMINGHAM, AL 9,0669.1k $353.9k $353.9k 0.24% New
45 Santori & Peters, Inc. 0.14% of their portfolio CANONSBURG, PA 8,7378.7k $336.1k $336.1k 0.14% New
46 Sage Capital Advisors,llc 0.10% of their portfolio SIOUX FALLS, SD 8,6568.7k $333.0k $333.0k 0.10% New
47 Main Street Financial Solutions, LLC 0.03% of their portfolio NEWTOWN, PA 8,1368.1k $313.0k $313.0k 0.03% Unchanged
48 AlphaMark Advisors, LLC 0.11% of their portfolio FT. WRIGHT, KY 7,9207.9k $305.0k $305.0k 0.11% New
49 Foguth Wealth Management, LLC. 0.12% of their portfolio BRIGHTON, MI 7,1247.1k $274.1k $274.1k 0.12% New
50 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 7,1067.1k $273.4k $273.4k 0.00% New
51 Rehmann Capital Advisory Group 0.02% of their portfolio LANSING, MI 7,0427.0k $270.9k $270.9k 0.02% Unchanged
52 Mariner, LLC 0.00% of their portfolio Overland Park, KS 6,6456.6k $255.6k $255.6k 0.00% New
53 Core Wealth Partners LLC 0.16% of their portfolio SANTA ROSA, CA 6,2506.2k $240.4k $240.4k 0.16% Unchanged
54 ARBOR CAPITAL MANAGEMENT INC /ADV 0.20% of their portfolio ANCHORAGE, AK 5,7565.8k $221.4k $221.4k 0.20% Unchanged
55 Capital Asset Advisory Services LLC 0.01% of their portfolio Williamston, MI 5,5225.5k $214.7k $214.7k 0.01% New
56 AXXCESS WEALTH MANAGEMENT, LLC 0.01% of their portfolio CARLSBAD, CA 5,5225.5k $212.4k $212.4k 0.01% New
57 SOA Wealth Advisors, LLC. 0.04% of their portfolio NEW YORK, NY 5,3625.4k $206.3k $206.3k 0.04% Added +1.8k +1,821
58 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 5,2105.2k $200.0k $200.0k 0.01% New
59 Horizon Investments, LLC 0.01% of their portfolio Charlotte, NC 4,7524.8k $182.8k $182.8k 0.01% New
60 Ashton Thomas Private Wealth, LLC 0.01% of their portfolio SCOTTSDALE, AZ 4,6474.6k $178.8k $178.8k 0.01% New
61 GeoWealth Management, LLC 0.01% of their portfolio CHICAGO, IL 3,4253.4k $131.8k $131.8k 0.01% New
62 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.01% of their portfolio BIRMINGHAM, AL 3,3953.4k $130.6k $130.6k 0.01% Added +658 +658
63 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 2,6132.6k $100.5k $100.5k 0.01% Unchanged
64 DHJJ Financial Advisors, Ltd. 0.02% of their portfolio NAPERVILLE, IL 1,2451.2k $47.9k $47.9k 0.02% Reduced -340 -340
65 Camelot Portfolios, LLC 0.02% of their portfolio Maumee, OH 1,0371.0k $39.9k $39.9k 0.02% New
66 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 950950 $36.5k $36.5k 0.00% Reduced -10 -10
67 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 660660 $25.0k $25.0k 0.00% Added +583 +583
68 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 635635 $24.4k $24.4k 0.00% Unchanged
69 Cullen/Frost Bankers, Inc. 0.00% of their portfolio San Antonio, TX 400400 $15.4k $15.4k 0.00% New
70 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 375375 $14.4k $14.4k 0.00% New
71 Financial Network Wealth Advisors LLC 0.01% of their portfolio MURRAY, UT 368368 $14.2k $14.2k 0.01% New
72 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 339339 $13.0k $13.0k 0.00% Unchanged
73 Luken Investment Analytics, LLC 0.00% of their portfolio BRENTWOOD, TN 5050 $1.9k $1.9k 0.00% Reduced -45 -45