Vault-13

FIRST TR EXCHNG TRADED FD VI DMAY

FT VEST US EQT · ETP · CUSIP 33740F730

74 institutional holders -2 vs Q3 2024
3,382,5393.4m shares reported held*
$137.8mreported value*
2 new 12 added 31 reduced 10 sold out net sold ≈ $10.8m (-264.5k 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 ($617.5k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $40.74.

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 48Q4 22: 48Q1 23: 46Q2 23: 56Q3 23: 57Q4 23: 49Q1 24: 46Q2 24: 73Q3 24: 76Q4 24: 7474Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 202248
Q4 202248
Q1 202346
Q2 202356
Q3 202357
Q4 202349
Q1 202446
Q2 202473
Q3 202476
Q4 202474

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 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 24Q3 24: 24 bought or addedQ3 24: 44 cut or sold outQ4 24: 14 bought or addedQ4 24: 41 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 2023934
Q2 20233322
Q3 20231136
Q4 20231231
Q1 20241430
Q2 20245311
Q3 20242444
Q4 20241441

Biggest buyers

OLD MISSION CAPITAL LLC Added +9,897+9.9k
TWO SIGMA SECURITIES, LLC New +7,629+7.6k
FOUNDERS FINANCIAL SECURITIES LLC Added +7,262+7.3k
Horizon Investments, LLC Added +7,048+7.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +4,122+4.1k
LPL Financial LLC Added +3,337+3.3k
Per Stirling Capital Management, LLC. Added +2,542+2.5k
ENVESTNET ASSET MANAGEMENT INC Added +1,708+1.7k
NewEdge Advisors, LLC Added +1,683+1.7k
BARCLAYS PLC Added +1,088+1.1k

Biggest sellers

Kingsview Wealth Management, LLC Sold out -91,414-91.4k
OGOREK ANTHONY JOSEPH /NY/ /ADV Reduced -28,740-28.7k
Spire Wealth Management Reduced -24,255-24.3k
BRASS TAX WEALTH MANAGEMENT, INC Reduced -19,771-19.8k
JPMORGAN CHASE & CO Reduced -18,744-18.7k
Cetera Investment Advisers Reduced -16,976-17.0k
JANE STREET GROUP, LLC Reduced -12,754-12.8k
CITADEL ADVISORS LLC Sold out -10,879-10.9k
Cambridge Investment Research Advisors, Inc. Reduced -10,764-10.8k
OSAIC HOLDINGS, INC. Reduced -8,450-8.4k

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 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OGOREK ANTHONY JOSEPH /NY/ /ADV 7.67% of their portfolio WILLIAMSVILLE, NY 591,903591.9k $24.1m $24.1m 7.67% Reduced -28.7k -28,740
2 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 492,977493.0k $20.1m $20.1m 0.01% First filing
3 Bison Wealth, LLC 1.36% of their portfolio ATLANTA, GA 273,519273.5k $11.1m $11.1m 1.36% First filing
4 REAP Financial Group, LLC 2.51% of their portfolio AUSTIN, TX 248,363248.4k $10.1m $10.1m 2.51% Reduced -5.0k -5,000
5 Kestra Advisory Services, LLC 0.05% of their portfolio AUSTIN, TX 216,995217.0k $8.8m $8.8m 0.05% Reduced -234 -234
6 PRECEDENT WEALTH PARTNERS, LLC 2.13% of their portfolio HOUSTON, TX 160,471160.5k $6.5m $6.5m 2.13% Added +671 +671
7 Tanglewood Legacy Advisors, LLC 2.59% of their portfolio HOUSTON, TX 148,816148.8k $6.1m $6.1m 2.59% Reduced -3.4k -3,370
8 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 119,042119.0k $4.8m $4.8m 0.01% Reduced -3.0k -2,951
9 CWM, LLC 0.01% of their portfolio OMAHA, NE 85,84585.8k $3.5m $3.5m 0.01% Reduced -3.5k -3,483
10 Per Stirling Capital Management, LLC. 0.44% of their portfolio AUSTIN, TX 75,55875.6k $3.1m $3.1m 0.44% Added +2.5k +2,542
11 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 71,00971.0k $2.9m $2.9m 0.01% Reduced -17.0k -16,976
12 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 55,91655.9k $2.3m $2.3m 0.00% Added +1.7k +1,708
13 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 52,86352.9k $2.2m $2.2m 0.00% Reduced -8.4k -8,450
14 HARBOUR INVESTMENTS, INC. 0.06% of their portfolio MADISON, WI 49,58649.6k $2.0m $2.0m 0.06% Reduced -6.1k -6,121
15 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 47,73747.7k $1.9m $1.9m 0.00% Reduced -249 -249
16 Integrity Financial Corp /WA 0.89% of their portfolio JACKSON, WY 38,14138.1k $1.6m $1.6m 0.89% Reduced -37 -37
17 OLD MISSION CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 34,93334.9k $1.4m $1.4m 0.03% Added +9.9k +9,897
18 Grantvest Financial Group LLC 1.56% of their portfolio MATAWAN, NJ 34,27734.3k $1.4m $1.4m 1.56% First filing
19 Spire Wealth Management 0.04% of their portfolio MCLEAN, VA 32,21932.2k $1.3m $1.3m 0.04% Reduced -24.3k -24,255
20 Wood Tarver Financial Group, LLC 0.43% of their portfolio BOISE, ID 31,29331.3k $1.3m $1.3m 0.43% First filing
21 HICKORY ASSET MANAGEMENT, INC. 1.00% of their portfolio Concord, OH 28,84128.8k $1.2m $1.2m 1.00% First filing
22 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 25,94725.9k $1.1m $1.1m 0.00% Added +4.1k +4,122
23 Mutual Advisors, LLC 0.03% of their portfolio OMAHA, NE 24,49124.5k $1.0m $1.0m 0.03% Reduced -3.6k -3,575
24 Sloy Dahl & Holst, LLC 0.13% of their portfolio Vancouver, WA 24,21524.2k $986.5k $986.5k 0.13% Unchanged
25 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 23,25523.3k $947.4k $947.4k 0.00% Added +3.3k +3,337
26 Ignite Planners, LLC 0.20% of their portfolio SAN CLEMENTE, CA 22,02622.0k $902.8k $902.8k 0.20% Unchanged
27 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 20,46620.5k $834.0k $834.0k 0.00% Reduced -10.8k -10,764
28 BRASS TAX WEALTH MANAGEMENT, INC 0.17% of their portfolio CINCINNATI, OH 19,65919.7k $800.9k $800.9k 0.17% Reduced -19.8k -19,771
29 StoneX Group Inc. 0.04% of their portfolio NEW YORK, NY 19,31919.3k $787.0k $787.0k 0.04% Added +328 +328
30 WETZEL INVESTMENT ADVISORS, INC. 0.37% of their portfolio INDIANAPOLIS, IN 18,37918.4k $748.7k $748.7k 0.37% Reduced -269 -269
31 Sunbelt Securities, Inc. 0.06% of their portfolio HOUSTON, TX 16,34816.3k $668.1k $668.1k 0.06% Reduced -217 -217
32 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 15,59215.6k $635.2k $635.2k 0.02% Reduced -2.4k -2,397
33 FOUNDERS FINANCIAL SECURITIES LLC 0.06% of their portfolio TOWSON, MD 15,37015.4k $626.2k $626.2k 0.06% Added +7.3k +7,262
34 Horizon Investments, LLC 0.02% of their portfolio Charlotte, NC 15,15615.2k $617.5k $617.5k 0.02% Added +7.0k +7,048
35 AlphaStar Capital Management, LLC 0.06% of their portfolio CORNELIUS, NC 13,30813.3k $542.2k $542.2k 0.06% Unchanged
36 JIM SAULNIER & ASSOCIATES, LLC 0.46% of their portfolio FORT COLLINS, CO 13,13113.1k $534.9k $534.9k 0.46% Unchanged
37 Cambridge Advisors Inc. 0.11% of their portfolio OMAHA, NE 12,52512.5k $510.3k $510.3k 0.11% Unchanged
38 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 11,27011.3k $459.1k $459.1k 0.01% Unchanged
39 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 11,01411.0k $448.7k $448.7k 0.00% Reduced -3.0k -3,011
40 Nova Wealth Management, Inc. 0.38% of their portfolio BONITA SPRINGS, FL 10,86210.9k $442.5k $442.5k 0.38% First filing
41 Signal Advisors Wealth, LLC 0.05% of their portfolio DETROIT, MI 10,81310.8k $440.5k $440.5k 0.05% Reduced -1.1k -1,084
42 TOWNSQUARE CAPITAL LLC 0.00% of their portfolio Lehi, UT 9,8479.8k $401.2k $401.2k 0.00% Reduced -4.1k -4,089
43 Advance Capital Management, Inc. 0.02% of their portfolio SOUTHFIELD, MI 9,5009.5k $387.0k $387.0k 0.02% Unchanged
44 Comprehensive Financial Consultants Institutional, Inc. 0.14% of their portfolio Bloomington, IN 9,4079.4k $383.2k $383.2k 0.14% Reduced -156 -156
45 Spectrum Asset Management, Inc. (NB/CA) 0.17% of their portfolio NEWPORT BEACH, CA 9,2059.2k $375.0k $375.0k 0.17% Unchanged
46 Capital Investment Advisory Services, LLC 0.04% of their portfolio RALEIGH, NC 9,1539.2k $372.9k $372.9k 0.04% Unchanged
47 Santori & Peters, Inc. 0.14% of their portfolio CANONSBURG, PA 8,7378.7k $355.9k $355.9k 0.14% Unchanged
48 Main Street Financial Solutions, LLC 0.03% of their portfolio NEWTOWN, PA 7,8867.9k $321.3k $321.3k 0.03% Unchanged
49 TWO SIGMA SECURITIES, LLC 0.06% of their portfolio NEW YORK, NY 7,6297.6k $310.8k $310.8k 0.06% New
50 Rehmann Capital Advisory Group 0.02% of their portfolio LANSING, MI 7,0427.0k $286.9k $286.9k 0.02% Unchanged
51 Mariner, LLC 0.00% of their portfolio Overland Park, KS 6,4266.4k $261.8k $261.8k 0.00% Reduced -47 -47
52 Core Wealth Partners LLC 0.15% of their portfolio SANTA ROSA, CA 6,2506.2k $254.6k $254.6k 0.15% Unchanged
53 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 6,2316.2k $253.8k $253.8k 0.00% Reduced -1.7k -1,681
54 Brookstone Capital Management 0.00% of their portfolio WHEATON, IL 6,1816.2k $251.8k $251.8k 0.00% Reduced -48 -48
55 RETIREMENT GUYS FORMULA LLC 0.12% of their portfolio MAUMEE, OH 6,0266.0k $245.5k $245.5k 0.12% Unchanged
56 IMG Wealth Management, Inc. 0.22% of their portfolio JACKSONVILLE, FL 5,9405.9k $242.0k $242.0k 0.22% First filing
57 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 5,5455.5k $225.9k $225.9k 0.00% Reduced -12.8k -12,754
58 Strategic Blueprint, LLC 0.01% of their portfolio ATLANTA, GA 5,5335.5k $225.4k $225.4k 0.01% Reduced -1.1k -1,065
59 SOA Wealth Advisors, LLC. 0.04% of their portfolio NEW YORK, NY 5,3625.4k $218.4k $218.4k 0.04% Unchanged
60 ARBOR CAPITAL MANAGEMENT INC /ADV 0.21% of their portfolio ANCHORAGE, AK 5,1575.2k $214.0k $214.0k 0.21% Reduced -207 -207
61 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 4,9404.9k $201.0k $201.0k 0.01% Reduced -270 -270
62 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 3,2283.2k $131.5k $131.5k 0.00% Unchanged
63 WINNACLE WEALTH LLC 0.12% of their portfolio WACO, TX 2,9162.9k $118.7k $118.7k 0.12% First filing
64 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 2,7442.7k $111.8k $111.8k 0.00% Reduced -18.7k -18,744
65 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 2,6132.6k $106.5k $106.5k 0.01% Unchanged
66 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 2,5382.5k $103.4k $103.4k 0.00% Added +1.1k +1,088
67 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 2,3182.3k $94.4k $94.4k 0.00% Added +1.7k +1,683
68 DHJJ Financial Advisors, Ltd. 0.02% of their portfolio NAPERVILLE, IL 1,2451.2k $50.7k $50.7k 0.02% Unchanged
69 AlphaMark Advisors, LLC 0.02% of their portfolio FT. WRIGHT, KY 1,2151.2k $49.0k $49.0k 0.02% Reduced -1.4k -1,400
70 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 1,1211.1k $45.7k $45.7k 0.00% Added +28 +28
71 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 729729 $29.7k $29.7k 0.00% New
72 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 678678 $27.6k $27.6k 0.00% Unchanged
73 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 528528 $21.9k $21.9k 0.00% Unchanged
74 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 375375 $15.3k $15.3k 0.00% Unchanged