Vault-13

FIRST TR EXCHNG TRADED FD VI DMAY

FT VEST US EQT · ETP · CUSIP 33740F730

82 institutional holders -4 vs Q2 2025
2,619,5742.6m shares reported held*
$116.1mreported value*
9 new 14 added 36 reduced 9 sold out net sold ≈ $16.6m (-375.5k 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 ($2.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $44.32.

Trends to Q3 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: 86Q3 25: 8282Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 202582

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 23: 12 bought or addedQ4 23: 31 cut or sold outQ1 24: 14 bought or addedQ1 24: 30 cut or sold outQ1 24Q2 24: 53 bought or addedQ2 24: 11 cut or sold outQ3 24: 24 bought or addedQ3 24: 44 cut or sold outQ3 24Q4 24: 14 bought or addedQ4 24: 41 cut or sold outQ1 25: 19 bought or addedQ1 25: 43 cut or sold outQ1 25Q2 25: 51 bought or addedQ2 25: 22 cut or sold outQ3 25: 23 bought or addedQ3 25: 45 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20231231
Q1 20241430
Q2 20245311
Q3 20242444
Q4 20241441
Q1 20251943
Q2 20255122
Q3 20252345

Biggest buyers

Ritter Daniher Financial Advisory LLC / DE New +30,261+30.3k
OLD MISSION CAPITAL LLC Added +17,304+17.3k
Horizon Investments, LLC Added +16,260+16.3k
FOUNDERS FINANCIAL SECURITIES LLC Added +16,260+16.3k
WINNACLE WEALTH LLC New +11,868+11.9k
ENVESTNET ASSET MANAGEMENT INC Added +11,132+11.1k
LPL Financial LLC Added +11,130+11.1k
CITADEL ADVISORS LLC Added +10,849+10.8k
Mariner, LLC Added +6,706+6.7k
MML INVESTORS SERVICES, LLC New +5,993+6.0k

Biggest sellers

Bison Wealth, LLC Sold out -182,933-182.9k
Ausdal Financial Partners, Inc. Sold out -121,341-121.3k
RAYMOND JAMES FINANCIAL INC Reduced -88,818-88.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -36,062-36.1k
JANE STREET GROUP, LLC Sold out -21,037-21.0k
REAP Financial Group, LLC Reduced -19,893-19.9k
Signal Advisors Wealth, LLC Sold out -8,586-8.6k
Farther Finance Advisors, LLC Reduced -7,543-7.5k
Grantvest Financial Group LLC Reduced -7,332-7.3k
Kestra Advisory Services, LLC Reduced -5,597-5.6k

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, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 215,236215.2k $9.5m $9.5m 0.04% Reduced -5.6k -5,597
2 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 181,908181.9k $8.1m $8.1m 0.00% Added +11.1k +11,132
3 REAP Financial Group, LLC 1.60% of their portfolio AUSTIN, TX 166,302166.3k $7.4m $7.4m 1.60% Reduced -19.9k -19,893
4 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 154,861154.9k $6.9m $6.9m 0.00% Reduced -88.8k -88,818
5 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 140,976141.0k $6.2m $6.2m 0.01% Added +2.0k +1,987
6 Spectrum Asset Management, Inc. (NB/CA) 2.13% of their portfolio NEWPORT BEACH, CA 136,741136.7k $6.1m $6.1m 2.13% Reduced -2.7k -2,675
7 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 129,444129.4k $5.7m $5.7m 0.01% Reduced -2.8k -2,792
8 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 126,742126.7k $5.6m $5.6m 0.01% Reduced -4.5k -4,499
9 PRECEDENT WEALTH PARTNERS, LLC 1.11% of their portfolio HOUSTON, TX 113,880113.9k $5.0m $5.0m 1.11% Unchanged
10 Tanglewood Legacy Advisors, LLC 1.83% of their portfolio HOUSTON, TX 106,864106.9k $4.7m $4.7m 1.83% Reduced -952 -952
11 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 83,95884.0k $3.7m $3.7m 0.00% Added +2.2k +2,155
12 CWM, LLC 0.01% of their portfolio OMAHA, NE 83,06283.1k $3.7m $3.7m 0.01% Reduced -4.8k -4,822
13 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 72,71572.7k $3.2m $3.2m 0.00% Added +2.4k +2,376
14 FOUNDERS FINANCIAL SECURITIES LLC 0.17% of their portfolio TOWSON, MD 54,99555.0k $2.4m $2.4m 0.17% Added +16.3k +16,260
15 Horizon Investments, LLC 0.03% of their portfolio Charlotte, NC 54,99555.0k $2.4m $2.4m 0.03% Added +16.3k +16,260
16 HARBOUR INVESTMENTS, INC. 0.05% of their portfolio MADISON, WI 49,19349.2k $2.2m $2.2m 0.05% Reduced -3.5k -3,466
17 OGOREK ANTHONY JOSEPH /NY/ /ADV 0.60% of their portfolio WILLIAMSVILLE, NY 47,56347.6k $2.1m $2.1m 0.60% Reduced -273 -273
18 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 43,27743.3k $1.9m $1.9m 0.00% Added +11.1k +11,130
19 Wood Tarver Financial Group, LLC 0.47% of their portfolio BOISE, ID 35,71735.7k $1.6m $1.6m 0.47% Reduced -217 -217
20 Integrity Financial Corp /WA 0.72% of their portfolio JACKSON, WY 34,19134.2k $1.5m $1.5m 0.72% Reduced -877 -877
21 Mutual Advisors, LLC 0.03% of their portfolio OMAHA, NE 32,60532.6k $1.5m $1.5m 0.03% Unchanged
22 Ritter Daniher Financial Advisory LLC / DE 0.24% of their portfolio CINCINNATI, OH 30,26130.3k $1.3m $1.3m 0.24% New
23 StoneX Group Inc. 0.06% of their portfolio NEW YORK, NY 29,45529.5k $1.3m $1.3m 0.06% Reduced -752 -752
24 OLD MISSION CAPITAL LLC 0.04% of their portfolio CHICAGO, IL 27,60727.6k $1.2m $1.2m 0.04% Added +17.3k +17,304
25 Grantvest Financial Group LLC 0.72% of their portfolio MATAWAN, NJ 23,39623.4k $1.0m $1.0m 0.72% Reduced -7.3k -7,332
26 Sloy Dahl & Holst, LLC 0.11% of their portfolio Vancouver, WA 22,58022.6k $1.0m $1.0m 0.11% Unchanged
27 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 22,17822.2k $982.9k $982.9k 0.00% Added +10.8k +10,849
28 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 21,67921.7k $961.0k $961.0k 0.00% Reduced -3.5k -3,459
29 EVOLUTION WEALTH MANAGEMENT INC. 0.97% of their portfolio FORT MYERS, FL 21,38221.4k $947.7k $947.7k 0.97% Reduced -14 -14
30 Ignite Planners, LLC 0.15% of their portfolio SAN CLEMENTE, CA 21,12221.1k $936.1k $936.1k 0.15% Unchanged
31 Kovack Advisors, Inc. 0.08% of their portfolio FT. LAUDERDALE, FL 19,80419.8k $877.7k $877.7k 0.08% Added +30 +30
32 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 19,66919.7k $871.7k $871.7k 0.01% Reduced -7.5k -7,543
33 Mariner, LLC 0.00% of their portfolio Overland Park, KS 18,83818.8k $834.9k $834.9k 0.00% Added +6.7k +6,706
34 MONEY CONCEPTS CAPITAL CORP 0.05% of their portfolio PALM BEACH GARDENS, FL 18,03818.0k $799.5k $799.5k 0.05% Unchanged
35 BRASS TAX WEALTH MANAGEMENT, INC 0.12% of their portfolio CINCINNATI, OH 16,59416.6k $735.5k $735.5k 0.12% Reduced -515 -515
36 AlphaStar Capital Management, LLC 0.06% of their portfolio CORNELIUS, NC 15,49815.5k $686.9k $686.9k 0.06% Reduced -27 -27
37 WETZEL INVESTMENT ADVISORS, INC. 0.29% of their portfolio INDIANAPOLIS, IN 15,36215.4k $680.9k $680.9k 0.29% Reduced -849 -849
38 Santori & Peters, Inc. 0.23% of their portfolio CANONSBURG, PA 14,67614.7k $650.4k $650.4k 0.23% Reduced -37 -37
39 Sunbelt Securities, Inc. 0.04% of their portfolio HOUSTON, TX 14,21814.2k $630.1k $630.1k 0.04% Reduced -2.1k -2,130
40 JIM SAULNIER & ASSOCIATES, LLC 0.32% of their portfolio FORT COLLINS, CO 13,13113.1k $582.0k $582.0k 0.32% Unchanged
41 Ameritas Advisory Services, LLC 0.04% of their portfolio Lincoln, NE 13,05413.1k $578.6k $578.6k 0.04% Reduced -586 -586
42 WINNACLE WEALTH LLC 0.42% of their portfolio WACO, TX 11,86811.9k $534.1k $534.1k 0.42% New
43 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 11,82111.8k $523.9k $523.9k 0.00% Reduced -455 -455
44 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 11,48511.5k $509.0k $509.0k 0.01% Reduced -361 -361
45 Capital Investment Advisory Services, LLC 0.04% of their portfolio RALEIGH, NC 10,77810.8k $477.7k $477.7k 0.04% Reduced -1.5k -1,500
46 Strategic Blueprint, LLC 0.02% of their portfolio ATLANTA, GA 10,59310.6k $469.5k $469.5k 0.02% Reduced -205 -205
47 Sequent Planning LLC 0.12% of their portfolio OMAHA, NE 9,6009.6k $425.5k $425.5k 0.12% Added +3.1k +3,064
48 Buck Wealth Strategies, LLC 0.06% of their portfolio DENVER, CO 9,0609.1k $401.5k $401.5k 0.06% Unchanged
49 Advance Capital Management, Inc. 0.02% of their portfolio SOUTHFIELD, MI 9,0249.0k $399.9k $399.9k 0.02% Reduced -1 -1
50 Schwallier Wealth Management LLC 0.22% of their portfolio GRAND RAPIDS, MI 8,0398.0k $356.3k $356.3k 0.22% Reduced -53 -53
51 Main Street Financial Solutions, LLC 0.02% of their portfolio NEWTOWN, PA 7,8867.9k $349.5k $349.5k 0.02% Unchanged
52 ARBOR CAPITAL MANAGEMENT INC /ADV 0.26% of their portfolio ANCHORAGE, AK 7,3837.4k $327.4k $327.4k 0.26% Reduced -227 -227
53 Rehmann Capital Advisory Group 0.02% of their portfolio LANSING, MI 7,0427.0k $312.1k $312.1k 0.02% Unchanged
54 Ferguson Shapiro LLC 0.10% of their portfolio DECATUR, GA 6,7626.8k $299.7k $299.7k 0.10% Unchanged
55 Core Wealth Partners LLC 0.13% of their portfolio SANTA ROSA, CA 6,6006.6k $292.5k $292.5k 0.13% Added +350 +350
56 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 5,9936.0k $265.6k $265.6k 0.00% New
57 IMG Wealth Management, Inc. 0.18% of their portfolio JACKSONVILLE, FL 5,9405.9k $263.3k $263.3k 0.18% Unchanged
58 Clear Creek Financial Management, LLC 0.02% of their portfolio SILVERDALE, WA 5,7955.8k $256.8k $256.8k 0.02% New
59 Per Stirling Capital Management, LLC. 0.03% of their portfolio AUSTIN, TX 5,4155.4k $240.0k $240.0k 0.03% Reduced -16 -16
60 INSIGNEO ADVISORY SERVICES, LLC 0.02% of their portfolio MIAMI, FL 5,3745.4k $238.2k $238.2k 0.02% Unchanged
61 SOA Wealth Advisors, LLC. 0.04% of their portfolio NEW YORK, NY 5,3625.4k $237.6k $237.6k 0.04% Unchanged
62 GTS SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 5,0945.1k $225.8k $225.8k 0.01% New
63 RETIREMENT GUYS FORMULA LLC 0.08% of their portfolio MAUMEE, OH 4,9895.0k $221.1k $221.1k 0.08% Unchanged
64 Prosperity Consulting Group, LLC 0.01% of their portfolio OWINGS MILLS, MD 4,6634.7k $206.7k $206.7k 0.01% New
65 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 4,5194.5k $200.3k $200.3k 0.00% Added +2.5k +2,456
66 Spire Wealth Management 0.01% of their portfolio MCLEAN, VA 4,3734.4k $193.8k $193.8k 0.01% Reduced -2.2k -2,208
67 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 3,6373.6k $161.2k $161.2k 0.00% New
68 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 3,5843.6k $158.8k $158.8k 0.00% New
69 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 3,0433.0k $134.9k $134.9k 0.00% Reduced -185 -185
70 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 2,3182.3k $102.7k $102.7k 0.00% Unchanged
71 ALERUS FINANCIAL NA 0.00% of their portfolio GRAND FORKS, ND 1,9101.9k $84.7k $84.7k 0.00% Unchanged
72 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 1,8771.9k $83.2k $83.2k 0.00% Unchanged
73 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 1,7421.7k $77.2k $77.2k 0.01% Unchanged
74 DHJJ Financial Advisors, Ltd. 0.02% of their portfolio NAPERVILLE, IL 1,2451.2k $55.2k $55.2k 0.02% Unchanged
75 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 1,2431.2k $55.1k $55.1k 0.00% Reduced -2.3k -2,295
76 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 1,2391.2k $54.9k $54.9k 0.00% Reduced -5 -5
77 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 915915 $41.0k $41.0k 0.00% New
78 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 750750 $33.2k $33.2k 0.00% Unchanged
79 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 678678 $30.0k $30.0k 0.00% Unchanged
80 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 557557 $24.7k $24.7k 0.00% Unchanged
81 Financial Network Wealth Advisors LLC 0.02% of their portfolio MURRAY, UT 368368 $16.3k $16.3k 0.02% Unchanged
82 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 238238 $10.5k $10.5k 0.00% Reduced -357 -357