Vault-13

FIRST TR EXCHNG TRADED FD VI FMAY

FT VEST US EQT · ETP · CUSIP 33740F748

76 institutional holders -3 vs Q3 2022
5,338,9625.3m shares reported held*
$187.8mreported value*
11 new 14 added 25 reduced 12 sold out net sold ≈ $15.0m (-425.5k 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. Holder counts are more reliable. Implied quarter-end price ≈ $35.18.

Trends to Q4 2022

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 79Q4 22: 7676Q3 22Q4 22
Numbers
QuarterHolders
Q3 202279
Q4 202276

Biggest buyers

AE Wealth Management LLC Added +210,122+210.1k
Ignite Planners, LLC New +57,262+57.3k
LPL Financial LLC Added +47,575+47.6k
Integrated Wealth Concepts LLC Added +27,548+27.5k
Legacy Private Trust Co. New +23,436+23.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +23,170+23.2k
Advisor Resource Council New +21,403+21.4k
Cetera Advisor Networks LLC Added +19,170+19.2k
Gladstone Institutional Advisory LLC New +18,007+18.0k
SCOTIA CAPITAL INC. New +12,217+12.2k

Biggest sellers

Kestra Advisory Services, LLC Reduced -224,500-224.5k
ERn Financial, LLC Sold out -203,161-203.2k
U.S. Capital Wealth Advisors, LLC Sold out -94,706-94.7k
TRUSTCORE FINANCIAL SERVICES, LLC Reduced -84,242-84.2k
RAYMOND JAMES & ASSOCIATES Reduced -55,407-55.4k
3D/L Capital Management, LLC Sold out -45,513-45.5k
B. Riley Wealth Advisors, Inc. Reduced -32,440-32.4k
OLD MISSION CAPITAL LLC Sold out -23,416-23.4k
WEALTHSOURCE PARTNERS, LLC Sold out -16,900-16.9k
OSAIC HOLDINGS, INC. Reduced -15,974-16.0k

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 -4.3 pts · filed 2026-07-27 63.5% -4.3 pts 15.7m≈ $883.9m 2026-07-27

Holders, Q4 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Raymond James Financial Services Advisors, Inc. 0.08% of their portfolio ST. PETERSBURG, FL 1,065,3321.1m $37.5m $37.5m 0.08% Reduced -7.6k -7,623
2 OSAIC HOLDINGS, INC. 0.05% of their portfolio SCOTTSDALE, AZ 698,956699.0k $24.6m $24.6m 0.05% Reduced -16.0k -15,974
3 COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio WALTHAM, MA 452,164452.2k $15.9m $15.9m 0.04% Reduced -10.9k -10,941
4 AE Wealth Management LLC 0.11% of their portfolio TOPEKA, KS 437,901437.9k $15.4m $15.4m 0.11% Added +210.1k +210,122
5 Cetera Advisor Networks LLC 0.11% of their portfolio EL SEGUNDO, CA 390,355390.4k $13.7m $13.7m 0.11% Added +19.2k +19,170
6 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 254,201254.2k $8.9m $8.9m 0.00% Reduced -14.0k -13,977
7 Kestra Advisory Services, LLC 0.06% of their portfolio AUSTIN, TX 180,821180.8k $6.4m $6.4m 0.06% Reduced -224.5k -224,500
8 Tanglewood Legacy Advisors, LLC 3.91% of their portfolio HOUSTON, TX 156,380156.4k $5.5m $5.5m 3.91% First filing
9 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 127,814127.8k $4.5m $4.5m 0.02% Reduced -11.4k -11,374
10 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 93,36893.4k $3.3m $3.3m 0.01% Added +2.2k +2,167
11 Cetera Advisors LLC 0.06% of their portfolio DENVER, CO 90,85590.9k $3.2m $3.2m 0.06% Added +777 +777
12 BECK CAPITAL MANAGEMENT, LLC 1.27% of their portfolio AUSTIN, TX 85,62185.6k $3.0m $3.0m 1.27% Reduced -8.0k -8,004
13 WORLD EQUITY GROUP, INC. 0.67% of their portfolio SCHAUMBURG, IL 80,37580.4k $2.8m $2.8m 0.67% Reduced -2.8k -2,836
14 Main Street Financial Solutions, LLC 0.43% of their portfolio NEWTOWN, PA 77,01177.0k $2.7m $2.7m 0.43% Reduced -8.5k -8,490
15 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 72,44672.4k $2.5m $2.5m 0.02% Reduced -670 -670
16 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 60,57260.6k $2.1m $2.1m 0.00% Added +47.6k +47,575
17 Ignite Planners, LLC 0.88% of their portfolio SAN CLEMENTE, CA 57,26257.3k $2.1m $2.1m 0.88% New
18 TRUSTCORE FINANCIAL SERVICES, LLC 0.15% of their portfolio BRENTWOOD, TN 49,78049.8k $1.8m $1.8m 0.15% Reduced -84.2k -84,242
19 Integrated Wealth Concepts LLC 0.04% of their portfolio WALTHAM, MA 46,46046.5k $1.6m $1.6m 0.04% Added +27.5k +27,548
20 Sloy Dahl & Holst, LLC 0.57% of their portfolio Vancouver, WA 46,02046.0k $1.6m $1.6m 0.57% Unchanged
21 FSB PREMIER WEALTH MANAGEMENT, INC. 0.86% of their portfolio WATERLOO, IA 44,80744.8k $1.6m $1.6m 0.86% Reduced -33 -33
22 Bouchey Financial Group, Ltd. 0.21% of their portfolio TROY, NY 42,03542.0k $1.5m $1.5m 0.21% Reduced -15.7k -15,688
23 MGO ONE SEVEN LLC 0.14% of their portfolio Beachwood, OH 39,86439.9k $1.4m $1.4m 0.14% Reduced -10.4k -10,388
24 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 37,57537.6k $1.3m $1.3m 0.01% Unchanged
25 CoreCap Advisors, LLC 0.09% of their portfolio SOUTHFIELD, MI 35,24135.2k $1.2m $1.2m 0.09% Reduced -738 -738
26 Cedar Brook Financial Partners, LLC 0.33% of their portfolio CLEVELAND, OH 33,48233.5k $1.2m $1.2m 0.33% Unchanged
27 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 33,11833.1k $1.2m $1.2m 0.00% Reduced -55.4k -55,407
28 McKinley Carter Wealth Services, Inc. 0.07% of their portfolio WHEELING, WV 24,94524.9k $877.3k $877.3k 0.07% Unchanged
29 Legacy Private Trust Co. 0.07% of their portfolio NEENAH, WI 23,43623.4k $824.2k $824.2k 0.07% New
30 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 23,17023.2k $814.9k $814.9k 0.00% New
31 Advisor Resource Council 0.45% of their portfolio DALLAS, TX 21,40321.4k $752.7k $752.7k 0.45% New
32 WEDBUSH SECURITIES INC 0.04% of their portfolio PASADENA, CA 20,12420.1k $708.0k $708.0k 0.04% Unchanged
33 KESTRA PRIVATE WEALTH SERVICES, LLC 0.03% of their portfolio AUSTIN, TX 19,23719.2k $676.5k $676.5k 0.03% Unchanged
34 Gladstone Institutional Advisory LLC 0.04% of their portfolio Bedminster, NJ 18,00718.0k $633.3k $633.3k 0.04% New
35 Eudaimonia Partners, LLC 0.15% of their portfolio Winchester, TN 17,67917.7k $621.8k $621.8k 0.15% Unchanged
36 Sunbelt Securities, Inc. 0.12% of their portfolio HOUSTON, TX 17,53917.5k $616.8k $616.8k 0.12% Unchanged
37 BAKER TILLY WEALTH MANAGEMENT, LLC 0.07% of their portfolio MADISON, WI 17,03517.0k $599.1k $599.1k 0.07% Unchanged
38 STEPHENS INC /AR/ 0.01% of their portfolio LITTLE ROCK, AR 16,62516.6k $584.7k $584.7k 0.01% Unchanged
39 B. Riley Wealth Advisors, Inc. 0.02% of their portfolio MEMPHIS, TN 16,59016.6k $583.5k $583.5k 0.02% Reduced -32.4k -32,440
40 HBK Sorce Advisory LLC 0.02% of their portfolio ERIE, PA 16,27216.3k $572.0k $572.0k 0.02% Added +8.1k +8,136
41 Aurora Private Wealth, Inc. 0.65% of their portfolio ROCKAWAY, NJ 16,15516.2k $568.0k $568.0k 0.65% Added +1.1k +1,073
42 HARBOUR INVESTMENTS, INC. 0.03% of their portfolio MADISON, WI 15,66815.7k $551.0k $551.0k 0.03% Added +11 +11
43 Truadvice, LLC 0.29% of their portfolio SARASOTA, FL 15,21015.2k $550.0k $550.0k 0.29% Reduced -233 -233
44 Integrity Financial Corp /WA 0.51% of their portfolio JACKSON, WY 15,10815.1k $531.3k $531.3k 0.51% Unchanged
45 Mariner, LLC 0.00% of their portfolio Overland Park, KS 14,36014.4k $505.0k $505.0k 0.00% Reduced -562 -562
46 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 12,97913.0k $456.5k $456.5k 0.01% Added +2.6k +2,644
47 FLAGSTAR SECURITIES, INC 0.16% of their portfolio New York, NY 12,76012.8k $448.8k $448.8k 0.16% Unchanged
48 SCOTIA CAPITAL INC. 0.00% of their portfolio TORONTO, A6 12,21712.2k $429.6k $429.6k 0.00% New
49 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 12,10312.1k $425.6k $425.6k 0.01% Unchanged
50 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.03% of their portfolio BIRMINGHAM, AL 11,82011.8k $415.7k $415.7k 0.03% Added +381 +381
51 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 11,66111.7k $410.1k $410.1k 0.02% Reduced -676 -676
52 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.04% of their portfolio CEDAR RAPIDS, IA 11,05911.1k $388.9k $388.9k 0.04% Unchanged
53 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 10,61810.6k $329.0k $329.0k 0.01% Reduced -2.0k -2,027
54 Fragasso Financial Advisors Inc 0.04% of their portfolio SEWICKLEY, PA 10,61610.6k $373.4k $373.4k 0.04% Unchanged
55 Keystone Wealth Services, LLC 0.15% of their portfolio PALM DESERT, CA 9,96210.0k $350.4k $350.4k 0.15% Unchanged
56 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.02% of their portfolio RICHMOND, VA 9,5389.5k $335.4k $335.4k 0.02% Reduced -300 -300
57 Valtinson Bruner Financial Planning LLC 0.19% of their portfolio NEW BRIGHTON, MN 9,1969.2k $328.8k $328.8k 0.19% Added +1.4k +1,366
58 Cooper Financial Group 0.10% of their portfolio IRVINE, CA 9,0869.1k $319.5k $319.5k 0.10% New
59 Wealth Enhancement & Preservation of GA, LLC 0.50% of their portfolio ALPHARETTA, GA 8,7158.7k $306.5k $306.5k 0.50% Unchanged
60 CENTAURUS FINANCIAL, INC. 0.03% of their portfolio ANAHEIM, CA 8,4758.5k $298.0k $298.0k 0.03% Added +2.0k +2,018
61 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 8,2738.3k $291.0k $291.0k 0.00% Reduced -1 -1
62 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 8,0228.0k $282.1k $282.1k 0.01% Reduced -290 -290
63 StoneX Group Inc. 0.03% of their portfolio NEW YORK, NY 7,9858.0k $280.8k $280.8k 0.03% New
64 DHJJ Financial Advisors, Ltd. 0.13% of their portfolio NAPERVILLE, IL 6,6516.7k $233.9k $233.9k 0.13% Unchanged
65 ARBOR CAPITAL MANAGEMENT INC /ADV 0.19% of their portfolio ANCHORAGE, AK 6,0706.1k $212.2k $212.2k 0.19% Unchanged
66 TrueWealth Advisors, LLC 0.09% of their portfolio BIRMINGHAM, AL 5,7105.7k $200.8k $200.8k 0.09% New
67 Oder Investment Management, LLC 0.16% of their portfolio WOODLAND HILLS, CA 3,6053.6k $126.8k $126.8k 0.16% New
68 UBS Group AG 0.00% of their portfolio ZURICH, V8 3,4403.4k $121.0k $121.0k 0.00% Reduced -541 -541
69 MONEY CONCEPTS CAPITAL CORP 0.01% of their portfolio PALM BEACH GARDENS, FL 3,2613.3k $114.7k $114.7k 0.01% New
70 Capital Analysts, LLC 0.01% of their portfolio FORT WASHINGTON, PA 2,7482.7k $97.0k $97.0k 0.01% Unchanged
71 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 2,4392.4k $86.0k $86.0k 0.01% Unchanged
72 SOA Wealth Advisors, LLC. 0.01% of their portfolio NEW YORK, NY 827827 $29.1k $29.1k 0.01% Unchanged
73 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 300300 $10.6k $10.6k 0.00% Unchanged
74 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 155155 $5.5k $5.5k 0.00% Unchanged
75 Archer Investment Corp 0.00% of their portfolio Carmel, IN 149149 $5.2k $5.2k 0.00% Added +31 +31
76 Ten Capital Wealth Advisors, LLC 0.00% of their portfolio SPOKANE, WA 143143 $5.0k $5.0k 0.00% Unchanged