Vault-13

FIRST TR EXCHNG TRADED FD VI DMAY

FT VEST US EQT · ETP · CUSIP 33740F730

86 institutional holders +12 vs Q1 2025
3,057,8273.1m shares reported held*
$130.9mreported value*
18 new 33 added 17 reduced 5 sold out net bought ≈ $34.5m (+805.7k 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 ($1.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $42.81.

Trends to Q2 2025

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: 74Q1 25: 74Q2 25: 8686Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202248
Q4 202248
Q1 202346
Q2 202356
Q3 202357
Q4 202349
Q1 202446
Q2 202473
Q3 202476
Q4 202474
Q1 202574
Q2 202586

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 24Q1 25: 19 bought or addedQ1 25: 43 cut or sold outQ2 25: 51 bought or addedQ2 25: 22 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20231136
Q4 20231231
Q1 20241430
Q2 20245311
Q3 20242444
Q4 20241441
Q1 20251943
Q2 20255122

Biggest buyers

Janney Montgomery Scott LLC New +132,236+132.2k
Spectrum Asset Management, Inc. (NB/CA) Added +130,551+130.6k
Ausdal Financial Partners, Inc. New +121,341+121.3k
PRECEDENT WEALTH PARTNERS, LLC New +113,880+113.9k
ENVESTNET ASSET MANAGEMENT INC Added +95,403+95.4k
TRUIST FINANCIAL CORP Added +79,876+79.9k
COMMONWEALTH EQUITY SERVICES, LLC Added +35,605+35.6k
Cetera Investment Advisers Added +30,962+31.0k
JANE STREET GROUP, LLC New +21,037+21.0k
Kovack Advisors, Inc. New +19,774+19.8k

Biggest sellers

REAP Financial Group, LLC Reduced -44,304-44.3k
Bison Wealth, LLC Reduced -44,035-44.0k
OLD MISSION CAPITAL LLC Reduced -24,450-24.4k
Spire Wealth Management Reduced -19,853-19.9k
Cambridge Advisors Inc. Sold out -11,525-11.5k
TOWNSQUARE CAPITAL LLC Sold out -9,835-9.8k
UBS Group AG Sold out -6,685-6.7k
AVANTAX ADVISORY SERVICES, INC. Sold out -5,746-5.7k
AE Wealth Management LLC Reduced -4,787-4.8k
Tanglewood Legacy Advisors, LLC Reduced -3,745-3.7k

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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 243,679243.7k $10.4m $10.4m 0.00% Reduced -2.9k -2,926
2 Kestra Advisory Services, LLC 0.05% of their portfolio AUSTIN, TX 220,833220.8k $9.5m $9.5m 0.05% Added +4.9k +4,882
3 REAP Financial Group, LLC 1.87% of their portfolio AUSTIN, TX 186,195186.2k $8.0m $8.0m 1.87% Reduced -44.3k -44,304
4 Bison Wealth, LLC 0.62% of their portfolio ATLANTA, GA 182,933182.9k $7.8m $7.8m 0.62% Reduced -44.0k -44,035
5 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 170,776170.8k $7.3m $7.3m 0.00% Added +95.4k +95,403
6 Spectrum Asset Management, Inc. (NB/CA) 2.59% of their portfolio NEWPORT BEACH, CA 139,416139.4k $6.0m $6.0m 2.59% Added +130.6k +130,551
7 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 138,989139.0k $6.0m $6.0m 0.01% Added +79.9k +79,876
8 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 132,236132.2k $5.7m $5.7m 0.01% New
9 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 131,241131.2k $5.6m $5.6m 0.01% Added +35.6k +35,605
10 Ausdal Financial Partners, Inc. 0.35% of their portfolio Davenport, IA 121,341121.3k $5.2m $5.2m 0.35% New
11 PRECEDENT WEALTH PARTNERS, LLC 1.19% of their portfolio HOUSTON, TX 113,880113.9k $4.9m $4.9m 1.19% New
12 Tanglewood Legacy Advisors, LLC 1.89% of their portfolio HOUSTON, TX 107,816107.8k $4.6m $4.6m 1.89% Reduced -3.7k -3,745
13 CWM, LLC 0.01% of their portfolio OMAHA, NE 87,88487.9k $3.8m $3.8m 0.01% Added +4.3k +4,292
14 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 81,80381.8k $3.5m $3.5m 0.01% Added +31.0k +30,962
15 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 70,33970.3k $3.0m $3.0m 0.01% Added +10.3k +10,313
16 HARBOUR INVESTMENTS, INC. 0.06% of their portfolio MADISON, WI 52,65952.7k $2.3m $2.3m 0.06% Added +3.5k +3,473
17 OGOREK ANTHONY JOSEPH /NY/ /ADV 0.63% of their portfolio WILLIAMSVILLE, NY 47,83647.8k $2.0m $2.0m 0.63% Added +4.9k +4,900
18 FOUNDERS FINANCIAL SECURITIES LLC 0.13% of their portfolio TOWSON, MD 38,73538.7k $1.7m $1.7m 0.13% Added +2.7k +2,653
19 Horizon Investments, LLC 0.03% of their portfolio Charlotte, NC 38,73538.7k $1.7m $1.7m 0.03% Added +5.7k +5,687
20 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 36,06236.1k $1.5m $1.5m 0.00% Added +5.7k +5,688
21 Wood Tarver Financial Group, LLC 0.46% of their portfolio BOISE, ID 35,93435.9k $1.5m $1.5m 0.46% Added +6.1k +6,103
22 Integrity Financial Corp /WA 0.77% of their portfolio JACKSON, WY 35,06835.1k $1.5m $1.5m 0.77% Added +1.4k +1,364
23 Mutual Advisors, LLC 0.04% of their portfolio OMAHA, NE 32,60532.6k $1.4m $1.4m 0.04% Added +9.0k +8,964
24 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 32,14732.1k $1.4m $1.4m 0.00% Added +7.2k +7,212
25 Grantvest Financial Group LLC 0.98% of their portfolio MATAWAN, NJ 30,72830.7k $1.3m $1.3m 0.98% Reduced -1.0k -1,008
26 HICKORY ASSET MANAGEMENT, INC. 1.08% of their portfolio Concord, OH 30,56130.6k $1.3m $1.3m 1.08% Added +1.7k +1,720
27 StoneX Group Inc. 0.06% of their portfolio NEW YORK, NY 30,20730.2k $1.3m $1.3m 0.06% Added +10.9k +10,930
28 Farther Finance Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 27,21227.2k $1.2m $1.2m 0.02% Reduced -1.3k -1,254
29 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 25,13825.1k $1.1m $1.1m 0.00% Added +5.1k +5,088
30 Sloy Dahl & Holst, LLC 0.13% of their portfolio Vancouver, WA 22,58022.6k $966.6k $966.6k 0.13% Unchanged
31 EVOLUTION WEALTH MANAGEMENT INC. 1.13% of their portfolio FORT MYERS, FL 21,39621.4k $916.0k $916.0k 1.13% First filing
32 Ignite Planners, LLC 0.16% of their portfolio SAN CLEMENTE, CA 21,12221.1k $910.9k $910.9k 0.16% Unchanged
33 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 21,03721.0k $900.6k $900.6k 0.00% New
34 Kovack Advisors, Inc. 0.08% of their portfolio FT. LAUDERDALE, FL 19,77419.8k $846.5k $846.5k 0.08% New
35 MONEY CONCEPTS CAPITAL CORP 0.05% of their portfolio PALM BEACH GARDENS, FL 18,03818.0k $772.2k $772.2k 0.05% New
36 BRASS TAX WEALTH MANAGEMENT, INC 0.14% of their portfolio CINCINNATI, OH 17,10917.1k $732.4k $732.4k 0.14% Reduced -2.5k -2,550
37 Sunbelt Securities, Inc. 0.06% of their portfolio HOUSTON, TX 16,34816.3k $666.0k $666.0k 0.06% Added +3.3k +3,325
38 WETZEL INVESTMENT ADVISORS, INC. 0.32% of their portfolio INDIANAPOLIS, IN 16,21116.2k $694.0k $694.0k 0.32% Reduced -1.1k -1,136
39 AlphaStar Capital Management, LLC 0.05% of their portfolio CORNELIUS, NC 15,52515.5k $664.6k $664.6k 0.05% Added +2.2k +2,232
40 Santori & Peters, Inc. 0.23% of their portfolio CANONSBURG, PA 14,71314.7k $629.9k $629.9k 0.23% Added +6.0k +5,976
41 Ameritas Advisory Services, LLC 0.03% of their portfolio Lincoln, NE 13,64013.6k $583.9k $583.9k 0.03% Reduced -2.0k -1,952
42 JIM SAULNIER & ASSOCIATES, LLC 0.38% of their portfolio FORT COLLINS, CO 13,13113.1k $562.1k $562.1k 0.38% Unchanged
43 Capital Investment Advisory Services, LLC 0.04% of their portfolio RALEIGH, NC 12,27812.3k $525.6k $525.6k 0.04% Added +3.1k +3,125
44 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 12,27612.3k $525.5k $525.5k 0.00% New
45 Mariner, LLC 0.00% of their portfolio Overland Park, KS 12,13212.1k $519.4k $519.4k 0.00% Added +6.4k +6,403
46 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 11,84611.8k $507.1k $507.1k 0.01% New
47 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 11,32911.3k $485.0k $485.0k 0.00% Added +5.3k +5,268
48 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 11,10711.1k $475.5k $475.5k 0.01% Reduced -63 -63
49 Strategic Blueprint, LLC 0.02% of their portfolio ATLANTA, GA 10,79810.8k $462.3k $462.3k 0.02% Added +5.4k +5,397
50 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 10,30310.3k $441.1k $441.1k 0.01% Reduced -24.4k -24,450
51 Buck Wealth Strategies, LLC 0.06% of their portfolio DENVER, CO 9,0609.1k $387.9k $387.9k 0.06% New
52 Advance Capital Management, Inc. 0.02% of their portfolio SOUTHFIELD, MI 9,0259.0k $386.4k $386.4k 0.02% Reduced -475 -475
53 Signal Advisors Wealth, LLC 0.03% of their portfolio DETROIT, MI 8,5868.6k $367.6k $367.6k 0.03% Added +1.6k +1,600
54 Schwallier Wealth Management LLC 0.21% of their portfolio GRAND RAPIDS, MI 8,0928.1k $346.4k $346.4k 0.21% New
55 Main Street Financial Solutions, LLC 0.02% of their portfolio NEWTOWN, PA 7,8867.9k $337.6k $337.6k 0.02% Unchanged
56 ARBOR CAPITAL MANAGEMENT INC /ADV 0.29% of their portfolio ANCHORAGE, AK 7,6107.6k $327.2k $327.2k 0.29% Added +1.8k +1,808
57 Rehmann Capital Advisory Group 0.02% of their portfolio LANSING, MI 7,0427.0k $301.5k $301.5k 0.02% Unchanged
58 Ferguson Shapiro LLC 0.10% of their portfolio DECATUR, GA 6,7626.8k $289.5k $289.5k 0.10% New
59 Spire Wealth Management 0.01% of their portfolio MCLEAN, VA 6,5816.6k $281.7k $281.7k 0.01% Reduced -19.9k -19,853
60 Sequent Planning LLC 0.09% of their portfolio OMAHA, NE 6,5366.5k $279.8k $279.8k 0.09% New
61 Core Wealth Partners LLC 0.14% of their portfolio SANTA ROSA, CA 6,2506.2k $267.6k $267.6k 0.14% Unchanged
62 IMG Wealth Management, Inc. 0.20% of their portfolio JACKSONVILLE, FL 5,9405.9k $254.3k $254.3k 0.20% Unchanged
63 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 5,4355.4k $233.0k $233.0k 0.01% Unchanged
64 Per Stirling Capital Management, LLC. 0.03% of their portfolio AUSTIN, TX 5,4315.4k $232.5k $232.5k 0.03% New
65 INSIGNEO ADVISORY SERVICES, LLC 0.02% of their portfolio MIAMI, FL 5,3745.4k $230.1k $230.1k 0.02% New
66 SOA Wealth Advisors, LLC. 0.04% of their portfolio NEW YORK, NY 5,3625.4k $229.5k $229.5k 0.04% Unchanged
67 First Heartland Consultants, Inc. 0.02% of their portfolio LAKE ST. LOUIS, MO 5,0325.0k $215.4k $215.4k 0.02% New
68 RETIREMENT GUYS FORMULA LLC 0.08% of their portfolio MAUMEE, OH 4,9895.0k $213.6k $213.6k 0.08% Reduced -1.0k -1,037
69 Foguth Wealth Management, LLC. 0.04% of their portfolio BRIGHTON, MI 4,8454.8k $207.4k $207.4k 0.04% New
70 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 3,5383.5k $151.5k $151.5k 0.00% Added +2.0k +1,968
71 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 3,2283.2k $138.2k $138.2k 0.00% Unchanged
72 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 2,3182.3k $99.2k $99.2k 0.00% Unchanged
73 Riggs Asset Managment Co. Inc. 0.02% of their portfolio DALLAS, PA 2,2652.3k $97.0k $97.0k 0.02% New
74 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 2,0632.1k $88.3k $88.3k 0.00% Added +199 +199
75 ALERUS FINANCIAL NA 0.01% of their portfolio GRAND FORKS, ND 1,9101.9k $81.8k $81.8k 0.01% New
76 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 1,8771.9k $80.4k $80.4k 0.00% Reduced -4.8k -4,787
77 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 1,7421.7k $74.6k $74.6k 0.01% Unchanged
78 DHJJ Financial Advisors, Ltd. 0.02% of their portfolio NAPERVILLE, IL 1,2451.2k $53.3k $53.3k 0.02% Unchanged
79 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 1,2441.2k $53.3k $53.3k 0.00% Added +124 +124
80 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 750750 $32.1k $32.1k 0.00% Reduced -375 -375
81 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 678678 $29.0k $29.0k 0.00% Unchanged
82 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 665665 $28.5k $28.5k 0.00% Unchanged
83 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 595595 $25.5k $25.5k 0.00% Reduced -2.7k -2,685
84 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 557557 $23.0k $23.0k 0.00% Added +116 +116
85 Financial Network Wealth Advisors LLC 0.02% of their portfolio MURRAY, UT 368368 $15.8k $15.8k 0.02% Unchanged
86 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged