Vault-13

FIRST TR EXCHNG TRADED FD VI FMAY

FT VEST US EQT · ETP · CUSIP 33740F748

95 institutional holders +20 vs Q1 2023
4,919,3584.9m shares reported held*
$191.2mreported value*
23 new 26 added 32 reduced 7 sold out net sold ≈ $1.5m (-27.8k 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 ≈ $38.87.

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 79Q4 22: 76Q1 23: 75Q2 23: 9595Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 202279
Q4 202276
Q1 202375
Q2 202395

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q4 22: 25 bought or addedQ4 22: 37 cut or sold outQ4 22Q1 23: 20 bought or addedQ1 23: 41 cut or sold outQ1 23Q2 23: 49 bought or addedQ2 23: 39 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 20222537
Q1 20232041
Q2 20234939

Biggest buyers

COMMONWEALTH EQUITY SERVICES, LLC Added +535,081+535.1k
FOCUS Wealth Advisors, LLC New +408,735+408.7k
Keystone Wealth Services, LLC Added +154,820+154.8k
CWM, LLC New +132,261+132.3k
STEPHENS INC /AR/ Added +114,462+114.5k
IFP Advisors, Inc Added +103,473+103.5k
AE Wealth Management LLC Added +94,847+94.8k
JPMORGAN CHASE & CO New +65,772+65.8k
1776 Wealth LLC New +28,757+28.8k
JANE STREET GROUP, LLC New +22,145+22.1k

Biggest sellers

ALTFEST L J & CO INC Reduced -753,781-753.8k
OSAIC HOLDINGS, INC. Reduced -490,318-490.3k
Cetera Advisor Networks LLC Reduced -308,209-308.2k
ENVESTNET ASSET MANAGEMENT INC Reduced -106,880-106.9k
CARY STREET PARTNERS INVESTMENT ADVISORY LLC Reduced -44,782-44.8k
Kestra Advisory Services, LLC Reduced -41,955-42.0k
CAPTRUST FINANCIAL ADVISORS Reduced -24,430-24.4k
Cambridge Investment Research Advisors, Inc. Reduced -22,283-22.3k
Janney Montgomery Scott LLC Reduced -20,556-20.6k
Ignite Planners, LLC Reduced -17,659-17.7k

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

Holders, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 COMMONWEALTH EQUITY SERVICES, LLC 0.08% of their portfolio WALTHAM, MA 1,011,5871.0m $39.4m $39.4m 0.08% Added +535.1k +535,081
2 AE Wealth Management LLC 0.15% of their portfolio TOPEKA, KS 637,387637.4k $24.8m $24.8m 0.15% Added +94.8k +94,847
3 FOCUS Wealth Advisors, LLC 10.77% of their portfolio HOUSTON, TX 408,735408.7k $15.9m $15.9m 10.77% New
4 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 194,912194.9k $7.6m $7.6m 0.01% Reduced -490.3k -490,318
5 Keystone Wealth Services, LLC 2.40% of their portfolio PALM DESERT, CA 164,782164.8k $6.4m $6.4m 2.40% Added +154.8k +154,820
6 Tanglewood Legacy Advisors, LLC 3.53% of their portfolio HOUSTON, TX 156,468156.5k $6.1m $6.1m 3.53% Unchanged
7 CWM, LLC 0.03% of their portfolio OMAHA, NE 132,261132.3k $5.2m $5.2m 0.03% New
8 STEPHENS INC /AR/ 0.09% of their portfolio LITTLE ROCK, AR 131,087131.1k $5.1m $5.1m 0.09% Added +114.5k +114,462
9 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 127,821127.8k $5.0m $5.0m 0.00% Reduced -106.9k -106,880
10 Rockefeller Capital Management L.P. 0.02% of their portfolio NEW YORK, NY 117,847117.8k $4.6m $4.6m 0.02% First filing
11 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 110,647110.6k $4.3m $4.3m 0.04% Reduced -42.0k -41,955
12 IFP Advisors, Inc 0.08% of their portfolio TAMPA, FL 108,420108.4k $3.8m $3.8m 0.08% Added +103.5k +103,473
13 NewEdge Advisors, LLC 0.04% of their portfolio NEW ORLEANS, LA 84,08984.1k $3.3m $3.3m 0.04% Added +1.0k +1,000
14 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 80,68380.7k $3.1m $3.1m 0.01% Added +8.8k +8,757
15 Main Street Financial Solutions, LLC 0.41% of their portfolio NEWTOWN, PA 78,79178.8k $3.1m $3.1m 0.41% Added +1.8k +1,780
16 Cetera Advisor Networks LLC 0.02% of their portfolio EL SEGUNDO, CA 78,33878.3k $3.1m $3.1m 0.02% Reduced -308.2k -308,209
17 Cetera Advisors LLC 0.04% of their portfolio DENVER, CO 66,78266.8k $2.6m $2.6m 0.04% Reduced -2.7k -2,678
18 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 66,63766.6k $2.6m $2.6m 0.01% Reduced -22.3k -22,283
19 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 65,77265.8k $2.6m $2.6m 0.00% New
20 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 63,80763.8k $2.5m $2.5m 0.02% Reduced -3.0k -3,023
21 Sloy Dahl & Holst, LLC 0.33% of their portfolio Vancouver, WA 46,02046.0k $1.8m $1.8m 0.33% Unchanged
22 Ignite Planners, LLC 0.61% of their portfolio SAN CLEMENTE, CA 40,65340.7k $1.6m $1.6m 0.61% Reduced -17.7k -17,659
23 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 34,95035.0k $1.4m $1.4m 0.01% Reduced -24.4k -24,430
24 Cedar Brook Financial Partners, LLC 0.31% of their portfolio CLEVELAND, OH 33,48233.5k $1.3m $1.3m 0.31% Unchanged
25 HARBOUR INVESTMENTS, INC. 0.06% of their portfolio MADISON, WI 30,33930.3k $1.2m $1.2m 0.06% Added +14.7k +14,671
26 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 29,98330.0k $1.2m $1.2m 0.00% Added +8.7k +8,715
27 Bouchey Financial Group, Ltd. 0.14% of their portfolio TROY, NY 28,77228.8k $1.1m $1.1m 0.14% Reduced -11.7k -11,721
28 1776 Wealth LLC 0.59% of their portfolio ATLANTA, GA 28,75728.8k $1.1m $1.1m 0.59% New
29 McKinley Carter Wealth Services, Inc. 0.07% of their portfolio WHEELING, WV 25,37125.4k $988.6k $988.6k 0.07% Added +426 +426
30 Advisor Resource Council 0.56% of their portfolio DALLAS, TX 24,79724.8k $966.2k $966.2k 0.56% Reduced -4.1k -4,105
31 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 22,17022.2k $863.9k $863.9k 0.00% Reduced -1.6k -1,618
32 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 22,14522.1k $862.9k $862.9k 0.00% New
33 Integrity Financial Corp /WA 0.65% of their portfolio JACKSON, WY 22,05722.1k $859.5k $859.5k 0.65% Added +6.9k +6,949
34 BAKER TILLY WEALTH MANAGEMENT, LLC 0.09% of their portfolio MADISON, WI 21,83521.8k $850.8k $850.8k 0.09% Added +4.8k +4,800
35 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 20,52520.5k $799.8k $799.8k 0.00% Added +1.8k +1,842
36 Harvest Investment Services, LLC 0.44% of their portfolio Oakbrook Terrace, IL 19,83119.8k $772.7k $772.7k 0.44% New
37 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 19,61319.6k $764.2k $764.2k 0.01% Added +6.4k +6,401
38 FSB PREMIER WEALTH MANAGEMENT, INC. 0.41% of their portfolio WATERLOO, IA 19,59019.6k $763.3k $763.3k 0.41% Reduced -572 -572
39 CoreCap Advisors, LLC 0.05% of their portfolio SOUTHFIELD, MI 19,28219.3k $751.3k $751.3k 0.05% First filing
40 WEDBUSH SECURITIES INC 0.03% of their portfolio PASADENA, CA 18,61918.6k $725.0k $725.0k 0.03% Reduced -8.3k -8,344
41 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 18,52118.5k $721.7k $721.7k 0.01% Reduced -1 -1
42 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.05% of their portfolio BIRMINGHAM, AL 17,79417.8k $693.3k $693.3k 0.05% Added +6.2k +6,181
43 Eudaimonia Partners, LLC 0.16% of their portfolio Winchester, TN 17,67917.7k $688.9k $688.9k 0.16% Unchanged
44 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 16,98917.0k $662.0k $662.0k 0.00% Reduced -20.6k -20,556
45 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 16,26816.3k $633.9k $633.9k 0.00% Added +5.7k +5,672
46 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 15,93415.9k $621.0k $621.0k 0.00% New
47 Foundations Investment Advisors, LLC 0.02% of their portfolio PHOENIX, AZ 15,72015.7k $612.5k $612.5k 0.02% New
48 SOA Wealth Advisors, LLC. 0.14% of their portfolio NEW YORK, NY 15,34815.3k $598.0k $598.0k 0.14% Added +14.5k +14,521
49 WORLD EQUITY GROUP, INC. 0.17% of their portfolio SCHAUMBURG, IL 15,12215.1k $589.2k $589.2k 0.17% New
50 Truadvice, LLC 0.22% of their portfolio SARASOTA, FL 15,01315.0k $587.6k $587.6k 0.22% Reduced -68 -68
51 Mariner, LLC 0.00% of their portfolio Overland Park, KS 14,07214.1k $548.3k $548.3k 0.00% Reduced -159 -159
52 FLAGSTAR SECURITIES, INC 0.21% of their portfolio New York, NY 14,00314.0k $545.6k $545.6k 0.21% Added +2.7k +2,668
53 Sunbelt Securities, Inc. 0.07% of their portfolio HOUSTON, TX 13,26413.3k $516.8k $516.8k 0.07% Reduced -4.3k -4,275
54 First Heartland Consultants, Inc. 0.07% of their portfolio LAKE ST. LOUIS, MO 13,23913.2k $515.9k $515.9k 0.07% New
55 Strategic Blueprint, LLC 0.05% of their portfolio ATLANTA, GA 12,94012.9k $504.2k $504.2k 0.05% New
56 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 12,10812.1k $472.0k $472.0k 0.01% New
57 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 12,10312.1k $471.6k $471.6k 0.01% Added +150 +150
58 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 12,06812.1k $470.0k $470.0k 0.00% Added +3.8k +3,795
59 MGO ONE SEVEN LLC 0.04% of their portfolio Beachwood, OH 12,00512.0k $467.8k $467.8k 0.04% Reduced -7.7k -7,735
60 KINGSWOOD WEALTH ADVISORS, LLC 0.15% of their portfolio SAN DIEGO, CA 11,90011.9k $463.7k $463.7k 0.15% First filing
61 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 11,59011.6k $451.6k $451.6k 0.01% Reduced -5.0k -5,000
62 SCOTIA CAPITAL INC. 0.00% of their portfolio TORONTO, A6 11,35711.4k $442.5k $442.5k 0.00% Reduced -1.3k -1,259
63 Aurora Private Wealth, Inc. 0.46% of their portfolio ROCKAWAY, NJ 10,39010.4k $405.0k $405.0k 0.46% Reduced -5.7k -5,650
64 GTS SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 10,32110.3k $402.2k $402.2k 0.01% First filing
65 Valtinson Bruner Financial Planning LLC 0.21% of their portfolio NEW BRIGHTON, MN 9,8839.9k $385.1k $385.1k 0.21% Reduced -14 -14
66 Fragasso Financial Advisors Inc 0.04% of their portfolio SEWICKLEY, PA 9,5919.6k $373.7k $373.7k 0.04% Reduced -720 -720
67 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.02% of their portfolio RICHMOND, VA 9,5389.5k $371.6k $371.6k 0.02% Reduced -44.8k -44,782
68 Cooper Financial Group 0.09% of their portfolio IRVINE, CA 9,0409.0k $352.2k $352.2k 0.09% Unchanged
69 Lion Street Advisors, LLC 0.11% of their portfolio Austin, TX 8,5718.6k $322.7k $322.7k 0.11% Reduced -5.9k -5,878
70 CENTAURUS FINANCIAL, INC. 0.03% of their portfolio ANAHEIM, CA 8,4758.5k $330.0k $330.0k 0.03% Unchanged
71 ALTFEST L J & CO INC 0.05% of their portfolio NEW YORK, NY 8,2198.2k $320.0k $320.0k 0.05% Reduced -753.8k -753,781
72 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 8,1778.2k $318.6k $318.6k 0.00% Added +491 +491
73 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 8,0628.1k $314.0k $314.0k 0.00% New
74 Consolidated Portfolio Review Corp 0.07% of their portfolio WOODBURY, NY 7,9768.0k $310.8k $310.8k 0.07% New
75 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.08% of their portfolio BLUE BELL, PA 7,8877.9k $307.3k $307.3k 0.08% New
76 Ameritas Advisory Services, LLC 0.04% of their portfolio Lincoln, NE 7,0947.1k $274.6k $274.6k 0.04% Reduced -2.8k -2,758
77 Wealth Enhancement & Preservation of GA, LLC 0.26% of their portfolio ALPHARETTA, GA 7,0457.0k $274.5k $274.5k 0.26% Reduced -1.7k -1,670
78 DHJJ Financial Advisors, Ltd. 0.13% of their portfolio NAPERVILLE, IL 6,6126.6k $257.6k $257.6k 0.13% Added +111 +111
79 LINCOLN NATIONAL CORP 0.00% of their portfolio RADNOR, PA 6,4556.5k $251.5k $251.5k 0.00% New
80 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 6,2676.3k $244.2k $244.2k 0.01% New
81 Ascentis Independent Advisors 0.06% of their portfolio DALLAS, TX 5,5005.5k $214.3k $214.3k 0.06% Unchanged
82 Darwin Wealth Management, LLC 0.05% of their portfolio TAMPA, FL 5,4795.5k $213.1k $213.1k 0.05% New
83 HBK Sorce Advisory LLC 0.01% of their portfolio ERIE, PA 5,2865.3k $206.0k $206.0k 0.01% New
84 ARBOR CAPITAL MANAGEMENT INC /ADV 0.16% of their portfolio ANCHORAGE, AK 5,1745.2k $201.3k $201.3k 0.16% Reduced -896 -896
85 PCA Investment Advisory Services Inc. 0.08% of their portfolio CINCINNATI, OH 3,4203.4k $133.3k $133.3k 0.08% New
86 UBS Group AG 0.00% of their portfolio ZURICH, V8 3,3313.3k $129.8k $129.8k 0.00% Added +2.7k +2,660
87 Capital Analysts, LLC 0.01% of their portfolio FORT WASHINGTON, PA 2,6492.6k $103.0k $103.0k 0.01% Reduced -99 -99
88 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 2,4392.4k $95.0k $95.0k 0.01% Unchanged
89 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 2,1522.2k $83.9k $83.9k 0.00% Unchanged
90 OLIVER LAGORE VANVALIN INVESTMENT GROUP 0.02% of their portfolio FLINT, MI 1,3271.3k $51.7k $51.7k 0.02% New
91 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 905905 $35.3k $35.3k 0.00% Added +750 +750
92 WealthPLAN Partners, LLC 0.00% of their portfolio OMAHA, NE 840840 $32.7k $32.7k 0.00% Added +110 +110
93 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 300300 $11.7k $11.7k 0.00% Unchanged
94 Blue Trust, Inc. 0.00% of their portfolio BRENTWOOD, TN 233233 $9.0k $9.0k 0.00% New
95 GeoWealth Management, LLC 0.00% of their portfolio CHICAGO, IL 3939 $2.0k $2.0k 0.00% New