Vault-13

FIRST TR EXCHNG TRADED FD VI DMAY

FT VEST US EQT · ETP · CUSIP 33740F730

79 institutional holders -7 vs Q4 2025
2,410,1102.4m shares reported held*
$108.3mreported value*
3 new 13 added 39 reduced 10 sold out net sold ≈ $8.7m (-194.3k 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 ($3.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $44.96.

Trends to Q1 2026

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: 82Q4 25: 86Q1 26: 7979Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q4 202586
Q1 202679

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 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 25Q4 25: 19 bought or addedQ4 25: 46 cut or sold outQ1 26: 16 bought or addedQ1 26: 49 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20245311
Q3 20242444
Q4 20241441
Q1 20251943
Q2 20255122
Q3 20252345
Q4 20251946
Q1 20261649

Biggest buyers

Horizon Investments, LLC Added +81,663+81.7k
ENVESTNET ASSET MANAGEMENT INC Added +26,513+26.5k
HARBOUR INVESTMENTS, INC. Added +15,549+15.5k
GTS SECURITIES LLC New +12,338+12.3k
FOUNDERS FINANCIAL SECURITIES LLC Added +11,858+11.9k
MML INVESTORS SERVICES, LLC Added +4,589+4.6k
Ashton Thomas Private Wealth, LLC New +2,654+2.7k
Janney Montgomery Scott LLC Added +1,910+1.9k
Cambridge Investment Research Advisors, Inc. Added +1,448+1.4k
Kestra Advisory Services, LLC Added +1,239+1.2k

Biggest sellers

PRECEDENT WEALTH PARTNERS, LLC Sold out -113,880-113.9k
OLD MISSION CAPITAL LLC Sold out -31,304-31.3k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -23,451-23.5k
OSAIC HOLDINGS, INC. Reduced -23,138-23.1k
RAYMOND JAMES FINANCIAL INC Reduced -22,965-23.0k
StoneX Group Inc. Reduced -19,722-19.7k
Strategic Blueprint, LLC Sold out -10,458-10.5k
Sequent Planning LLC Sold out -9,446-9.4k
CITADEL ADVISORS LLC Sold out -9,307-9.3k
Cetera Investment Advisers Reduced -7,272-7.3k

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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 220,384220.4k $9.9m $9.9m 0.00% Added +26.5k +26,513
2 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 212,578212.6k $9.6m $9.6m 0.04% Added +1.2k +1,239
3 REAP Financial Group, LLC 1.33% of their portfolio AUSTIN, TX 150,530150.5k $6.8m $6.8m 1.33% Reduced -7.0k -6,976
4 Horizon Investments, LLC 0.07% of their portfolio Charlotte, NC 141,778141.8k $6.4m $6.4m 0.07% Added +81.7k +81,663
5 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 136,303136.3k $6.1m $6.1m 0.01% Reduced -3.3k -3,293
6 Spectrum Asset Management, Inc. (NB/CA) 1.92% of their portfolio NEWPORT BEACH, CA 134,686134.7k $6.1m $6.1m 1.92% Reduced -828 -828
7 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 132,963133.0k $6.0m $6.0m 0.01% Added +1.9k +1,910
8 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 120,382120.4k $5.4m $5.4m 0.00% Reduced -23.0k -22,965
9 Tanglewood Legacy Advisors, LLC 1.64% of their portfolio HOUSTON, TX 101,178101.2k $4.5m $4.5m 1.64% Reduced -3.6k -3,593
10 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 88,63188.6k $4.0m $4.0m 0.00% Reduced -7.3k -7,272
11 CWM, LLC 0.01% of their portfolio OMAHA, NE 73,17573.2k $3.3m $3.3m 0.01% Reduced -5.9k -5,922
12 FOUNDERS FINANCIAL SECURITIES LLC 0.19% of their portfolio TOWSON, MD 72,15572.2k $3.3m $3.3m 0.19% Added +11.9k +11,858
13 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 66,96567.0k $3.0m $3.0m 0.00% Reduced -23.5k -23,451
14 HARBOUR INVESTMENTS, INC. 0.05% of their portfolio MADISON, WI 65,04665.0k $2.9m $2.9m 0.05% Added +15.5k +15,549
15 Decker Wealth Management LLC 0.47% of their portfolio NASHVILLE, TN 46,50646.5k $2.1m $2.1m 0.47% Reduced -1.8k -1,807
16 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 44,44744.4k $2.0m $2.0m 0.00% Added +434 +434
17 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 42,82042.8k $1.9m $1.9m 0.00% Reduced -23.1k -23,138
18 Wood Tarver Financial Group, LLC 0.42% of their portfolio BOISE, ID 33,44333.4k $1.5m $1.5m 0.42% Reduced -1.7k -1,658
19 OGOREK ANTHONY JOSEPH /NY/ /ADV 0.41% of their portfolio WILLIAMSVILLE, NY 32,99833.0k $1.5m $1.5m 0.41% Reduced -4.8k -4,796
20 Mutual Advisors, LLC 0.03% of their portfolio OMAHA, NE 31,69531.7k $1.4m $1.4m 0.03% Reduced -800 -800
21 Ritter Daniher Financial Advisory LLC / DE 0.22% of their portfolio CINCINNATI, OH 28,70128.7k $1.3m $1.3m 0.22% Unchanged
22 TopTier Wealth Management, LLC 0.76% of their portfolio MUSKEGO, WI 27,69127.7k $1.2m $1.2m 0.76% Unchanged
23 Kovack Advisors, Inc. 0.06% of their portfolio FT. LAUDERDALE, FL 25,89725.9k $1.2m $1.2m 0.06% Added +275 +275
24 Sloy Dahl & Holst, LLC 0.14% of their portfolio Vancouver, WA 22,10522.1k $993.1k $993.1k 0.14% Reduced -475 -475
25 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 21,39321.4k $961.0k $961.0k 0.00% Added +1.4k +1,448
26 Integrity Financial Corp /WA 0.44% of their portfolio JACKSON, WY 19,83619.8k $891.2k $891.2k 0.44% Reduced -4.2k -4,158
27 Grantvest Financial Group LLC 0.57% of their portfolio MATAWAN, NJ 19,62619.6k $881.8k $881.8k 0.57% Added +66 +66
28 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 18,70518.7k $840.4k $840.4k 0.00% Reduced -6.5k -6,502
29 EVOLUTION WEALTH MANAGEMENT INC. 0.60% of their portfolio FORT MYERS, FL 18,31318.3k $822.8k $822.8k 0.60% Reduced -5 -5
30 MONEY CONCEPTS CAPITAL CORP 0.04% of their portfolio PALM BEACH GARDENS, FL 18,03818.0k $810.4k $810.4k 0.04% Unchanged
31 Ignite Planners, LLC 0.12% of their portfolio SAN CLEMENTE, CA 18,01418.0k $809.3k $809.3k 0.12% Reduced -354 -354
32 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 15,45715.5k $694.5k $694.5k 0.00% Added +4.6k +4,589
33 WETZEL INVESTMENT ADVISORS, INC. 0.27% of their portfolio INDIANAPOLIS, IN 15,20815.2k $683.3k $683.3k 0.27% Reduced -52 -52
34 Waverly Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 15,11415.1k $679.0k $679.0k 0.01% Reduced -1.0k -1,030
35 AlphaStar Capital Management, LLC 0.05% of their portfolio CORNELIUS, NC 15,04815.0k $676.1k $676.1k 0.05% Reduced -450 -450
36 Sunbelt Securities, Inc. 0.04% of their portfolio HOUSTON, TX 13,82213.8k $621.0k $621.0k 0.04% Reduced -396 -396
37 JIM SAULNIER & ASSOCIATES, LLC 0.29% of their portfolio FORT COLLINS, CO 13,13113.1k $590.0k $590.0k 0.29% Unchanged
38 Mariner, LLC 0.00% of their portfolio Overland Park, KS 12,96113.0k $582.3k $582.3k 0.00% Reduced -1.4k -1,443
39 GTS SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 12,33812.3k $554.3k $554.3k 0.02% New
40 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 11,85111.9k $532.4k $532.4k 0.01% Added +212 +212
41 WINNACLE WEALTH LLC 0.39% of their portfolio WACO, TX 11,37711.4k $511.1k $511.1k 0.39% Reduced -122 -122
42 Capital Investment Advisory Services, LLC 0.04% of their portfolio RALEIGH, NC 10,73110.7k $482.1k $482.1k 0.04% Unchanged
43 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 10,15510.2k $458.5k $458.5k 0.00% Reduced -4.4k -4,383
44 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 9,1379.1k $410.5k $410.5k 0.00% Reduced -2.6k -2,559
45 StoneX Group Inc. 0.02% of their portfolio NEW YORK, NY 9,1309.1k $410.2k $410.2k 0.02% Reduced -19.7k -19,722
46 Buck Wealth Strategies, LLC 0.05% of their portfolio DENVER, CO 9,0609.1k $407.0k $407.0k 0.05% Unchanged
47 Advance Capital Management, Inc. 0.02% of their portfolio SOUTHFIELD, MI 8,9118.9k $400.3k $400.3k 0.02% Unchanged
48 Schwallier Wealth Management LLC 0.27% of their portfolio GRAND RAPIDS, MI 8,3588.4k $375.5k $375.5k 0.27% Added +457 +457
49 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 8,2718.3k $371.6k $371.6k 0.00% Reduced -6.2k -6,223
50 Santori & Peters, Inc. 0.11% of their portfolio CANONSBURG, PA 8,0908.1k $363.5k $363.5k 0.11% Reduced -6.6k -6,586
51 Main Street Financial Solutions, LLC 0.02% of their portfolio NEWTOWN, PA 7,1167.1k $319.7k $319.7k 0.02% Unchanged
52 Rehmann Capital Advisory Group 0.02% of their portfolio LANSING, MI 7,0427.0k $316.4k $316.4k 0.02% Unchanged
53 Core Wealth Partners LLC 0.14% of their portfolio SANTA ROSA, CA 6,6006.6k $296.5k $296.5k 0.14% Unchanged
54 Ameritas Advisory Services, LLC 0.01% of their portfolio Lincoln, NE 6,4106.4k $288.0k $288.0k 0.01% Reduced -647 -647
55 IMG Wealth Management, Inc. 0.17% of their portfolio JACKSONVILLE, FL 5,9405.9k $266.9k $266.9k 0.17% Unchanged
56 ARBOR CAPITAL MANAGEMENT INC /ADV 0.21% of their portfolio ANCHORAGE, AK 5,5905.6k $253.0k $253.0k 0.21% Reduced -1.3k -1,306
57 Per Stirling Capital Management, LLC. 0.03% of their portfolio AUSTIN, TX 5,2805.3k $237.2k $237.2k 0.03% Reduced -132 -132
58 Spire Wealth Management 0.01% of their portfolio MCLEAN, VA 4,3734.4k $196.5k $196.5k 0.01% Unchanged
59 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 3,6683.7k $164.8k $164.8k 0.00% Reduced -329 -329
60 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 3,5773.6k $160.7k $160.7k 0.00% Reduced -7 -7
61 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 3,0433.0k $136.7k $136.7k 0.00% Unchanged
62 SOA Wealth Advisors, LLC. 0.03% of their portfolio NEW YORK, NY 3,0003.0k $134.8k $134.8k 0.03% Reduced -2.4k -2,362
63 Ashton Thomas Private Wealth, LLC 0.00% of their portfolio SCOTTSDALE, AZ 2,6542.7k $119.2k $119.2k 0.00% New
64 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 1,8531.9k $83.3k $83.3k 0.00% Reduced -24 -24
65 Keating Financial Advisory Services, Inc. 0.01% of their portfolio MANHATTAN, KS 1,7971.8k $80.7k $80.7k 0.01% Unchanged
66 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 1,7421.7k $79.3k $79.3k 0.01% Unchanged
67 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 1,6831.7k $75.6k $75.6k 0.00% Reduced -635 -635
68 DHJJ Financial Advisors, Ltd. 0.02% of their portfolio NAPERVILLE, IL 1,2451.2k $55.9k $55.9k 0.02% Unchanged
69 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 1,2121.2k $54.5k $54.5k 0.00% Reduced -9 -9
70 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 750750 $33.7k $33.7k 0.00% Unchanged
71 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 665665 $29.9k $29.9k 0.00% Unchanged
72 Triumph Capital Management 0.01% of their portfolio DENVER, CO 642642 $28.8k $28.8k 0.01% Unchanged
73 Financial Network Wealth Advisors LLC 0.02% of their portfolio MURRAY, UT 368368 $16.5k $16.5k 0.02% Unchanged
74 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 339339 $15.2k $15.2k 0.00% Reduced -339 -339
75 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 167167 $7.5k $7.5k 0.00% Unchanged
76 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 153153 $6.8k $6.8k 0.00% Unchanged
77 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 119119 $5.3k $5.3k 0.00% Unchanged
78 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 6262 $2.8k $2.8k 0.00% New
79 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 4343 $1.9k $1.9k 0.00% Unchanged