Vault-13

FIRST TR EXCHNG TRADED FD VI FMAY

FT VEST US EQT · ETP · CUSIP 33740F748

91 institutional holders -1 vs Q3 2023
5,535,8155.5m shares reported held*
$229.5mreported value*
5 new 16 added 46 reduced 8 sold out net sold ≈ $9.4m (-226.2k 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 ≈ $41.46.

Trends to Q4 2023

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 79Q4 22: 76Q1 23: 75Q2 23: 95Q3 23: 92Q4 23: 9191Q3 22Q4 22Q1 23Q2 23Q3 23Q4 23
Numbers
QuarterHolders
Q3 202279
Q4 202276
Q1 202375
Q2 202395
Q3 202392
Q4 202391

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 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 23Q3 23: 24 bought or addedQ3 23: 53 cut or sold outQ3 23Q4 23: 21 bought or addedQ4 23: 54 cut or sold outQ4 23
Numbers
QuarterBought or addedCut or sold out
Q4 20222537
Q1 20232041
Q2 20234939
Q3 20232453
Q4 20232154

Biggest buyers

Freedom Investment Management, Inc. New +722,571+722.6k
Raymond James Financial Services Advisors, Inc. Added +604,285+604.3k
JPMORGAN CHASE & CO Added +127,114+127.1k
ROYAL BANK OF CANADA Added +33,559+33.6k
MBL Wealth, LLC New +24,728+24.7k
GOLDMAN SACHS GROUP INC New +18,464+18.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +18,063+18.1k
Kestra Advisory Services, LLC Added +17,292+17.3k
MML INVESTORS SERVICES, LLC Added +11,260+11.3k
LPL Financial LLC Added +7,715+7.7k

Biggest sellers

3D/L Capital Management, LLC Sold out -745,536-745.5k
AE Wealth Management LLC Reduced -596,557-596.6k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -121,896-121.9k
CoreCap Advisors, LLC Reduced -81,695-81.7k
OSAIC HOLDINGS, INC. Reduced -35,640-35.6k
JANE STREET GROUP, LLC Reduced -27,512-27.5k
CWM, LLC Reduced -26,107-26.1k
Cetera Advisor Networks LLC Reduced -21,393-21.4k
Harvest Investment Services, LLC Sold out -20,089-20.1k
Foundations Investment Advisors, LLC Sold out -14,750-14.8k

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 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 COMMONWEALTH EQUITY SERVICES, LLC 0.07% of their portfolio WALTHAM, MA 873,717873.7k $36.2m $36.2m 0.07% Reduced -121.9k -121,896
2 Freedom Investment Management, Inc. 2.44% of their portfolio SOUTH WINDSOR, CT 722,571722.6k $29.9m $29.9m 2.44% New
3 Raymond James Financial Services Advisors, Inc. 0.05% of their portfolio ST. PETERSBURG, FL 685,319685.3k $28.4m $28.4m 0.05% Added +604.3k +604,285
4 FOCUS Wealth Advisors, LLC 10.09% of their portfolio HOUSTON, TX 384,851384.9k $15.9m $15.9m 10.09% Added +3.4k +3,366
5 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 168,525168.5k $7.0m $7.0m 0.01% Reduced -35.6k -35,640
6 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 166,865166.9k $6.9m $6.9m 0.00% Reduced -3.4k -3,437
7 Keystone Wealth Services, LLC 2.25% of their portfolio PALM DESERT, CA 158,711158.7k $6.6m $6.6m 2.25% Reduced -6.8k -6,850
8 Tanglewood Legacy Advisors, LLC 3.46% of their portfolio HOUSTON, TX 152,929152.9k $6.3m $6.3m 3.46% Reduced -3.5k -3,539
9 REAP Financial Group, LLC 1.72% of their portfolio AUSTIN, TX 142,508142.5k $5.9m $5.9m 1.72% First filing
10 AE Wealth Management LLC 0.03% of their portfolio TOPEKA, KS 140,101140.1k $5.9m $5.9m 0.03% Reduced -596.6k -596,557
11 STEPHENS INC /AR/ 0.09% of their portfolio LITTLE ROCK, AR 129,662129.7k $5.4m $5.4m 0.09% Unchanged
12 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 128,176128.2k $5.3m $5.3m 0.00% Added +127.1k +127,114
13 Rockefeller Capital Management L.P. 0.02% of their portfolio NEW YORK, NY 114,158114.2k $4.7m $4.7m 0.02% Reduced -954 -954
14 CWM, LLC 0.02% of their portfolio OMAHA, NE 106,360106.4k $4.4m $4.4m 0.02% Reduced -26.1k -26,107
15 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 101,798101.8k $4.2m $4.2m 0.00% Added +7.7k +7,715
16 Main Street Financial Solutions, LLC 0.38% of their portfolio NEWTOWN, PA 70,83170.8k $2.9m $2.9m 0.38% Reduced -1.3k -1,300
17 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 62,67862.7k $2.6m $2.6m 0.02% Added +619 +619
18 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 60,77060.8k $2.5m $2.5m 0.02% Reduced -13.7k -13,680
19 Cetera Advisor Networks LLC 0.01% of their portfolio EL SEGUNDO, CA 54,47954.5k $2.3m $2.3m 0.01% Reduced -21.4k -21,393
20 IFP Advisors, Inc 0.10% of their portfolio TAMPA, FL 50,94250.9k $2.1m $2.1m 0.10% Reduced -7.4k -7,442
21 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 49,14849.1k $2.0m $2.0m 0.01% Reduced -11.8k -11,764
22 Sloy Dahl & Holst, LLC 0.38% of their portfolio Vancouver, WA 45,17045.2k $1.9m $1.9m 0.38% Unchanged
23 Ignite Planners, LLC 0.50% of their portfolio SAN CLEMENTE, CA 40,65340.7k $1.7m $1.7m 0.50% Unchanged
24 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 40,19640.2k $1.7m $1.7m 0.01% Added +17.3k +17,292
25 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 34,55934.6k $1.4m $1.4m 0.00% Added +33.6k +33,559
26 Advisor Resource Council 0.15% of their portfolio DALLAS, TX 31,74231.7k $1.3m $1.3m 0.15% Added +4.9k +4,902
27 Cetera Advisors LLC 0.02% of their portfolio DENVER, CO 31,00831.0k $1.3m $1.3m 0.02% Reduced -6.8k -6,826
28 Envestnet Portfolio Solutions, Inc. 0.01% of their portfolio BERWYN, PA 30,52630.5k $1.3m $1.3m 0.01% Added +2.6k +2,554
29 HARBOUR INVESTMENTS, INC. 0.05% of their portfolio MADISON, WI 30,40530.4k $1.3m $1.3m 0.05% Added +259 +259
30 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 29,85629.9k $1.2m $1.2m 0.00% Reduced -100 -100
31 1776 Wealth LLC 0.59% of their portfolio ATLANTA, GA 28,75728.8k $1.2m $1.2m 0.59% Unchanged
32 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 26,42026.4k $1.1m $1.1m 0.00% Reduced -8.5k -8,530
33 MBL Wealth, LLC 0.13% of their portfolio CHARLOTTE, NC 24,72824.7k $1.0m $1.0m 0.13% New
34 McKinley Carter Wealth Services, Inc. 0.07% of their portfolio WHEELING, WV 24,50024.5k $1.0m $1.0m 0.07% Unchanged
35 BAKER TILLY WEALTH MANAGEMENT, LLC 0.17% of their portfolio MADISON, WI 24,38524.4k $1.0m $1.0m 0.17% Unchanged
36 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 24,25724.3k $1.0m $1.0m 0.00% Added +18.1k +18,063
37 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 22,26822.3k $922.8k $922.8k 0.01% Added +2.3k +2,347
38 Lion Street Advisors, LLC 0.34% of their portfolio Austin, TX 20,27320.3k $840.1k $840.1k 0.34% Reduced -307 -307
39 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 20,22920.2k $838.0k $838.0k 0.00% Added +11.3k +11,260
40 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 18,59818.6k $770.7k $770.7k 0.00% Reduced -3.5k -3,467
41 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 18,46418.5k $765.1k $765.1k 0.00% New
42 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 18,14218.1k $751.8k $751.8k 0.01% Reduced -379 -379
43 Cedar Brook Financial Partners, LLC 0.16% of their portfolio CLEVELAND, OH 17,66517.7k $734.2k $734.2k 0.16% Reduced -3.5k -3,490
44 Eudaimonia Partners, LLC 0.19% of their portfolio Winchester, TN 17,56517.6k $727.9k $727.9k 0.19% Reduced -114 -114
45 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.05% of their portfolio BIRMINGHAM, AL 17,27517.3k $715.9k $715.9k 0.05% Reduced -92 -92
46 Integrity Financial Corp /WA 0.52% of their portfolio JACKSON, WY 17,26817.3k $715.6k $715.6k 0.52% Reduced -5.6k -5,551
47 FSB PREMIER WEALTH MANAGEMENT, INC. 0.35% of their portfolio WATERLOO, IA 17,01117.0k $704.9k $704.9k 0.35% Reduced -192 -192
48 Bouchey Financial Group, Ltd. 0.07% of their portfolio TROY, NY 16,59416.6k $687.7k $687.7k 0.07% Reduced -10.2k -10,155
49 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 16,31516.3k $675.0k $675.0k 0.00% Added +381 +381
50 WEDBUSH SECURITIES INC 0.03% of their portfolio PASADENA, CA 15,81615.8k $655.0k $655.0k 0.03% Reduced -200 -200
51 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.15% of their portfolio BLUE BELL, PA 14,92314.9k $618.4k $618.4k 0.15% Reduced -4.3k -4,268
52 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 13,68613.7k $567.0k $567.0k 0.00% Reduced -3.3k -3,293
53 Mariner, LLC 0.00% of their portfolio Overland Park, KS 13,46813.5k $558.1k $558.1k 0.00% Reduced -604 -604
54 SOA Wealth Advisors, LLC. 0.12% of their portfolio NEW YORK, NY 12,55812.6k $520.4k $520.4k 0.12% Reduced -1.9k -1,911
55 WORLD EQUITY GROUP, INC. 0.10% of their portfolio SCHAUMBURG, IL 11,87611.9k $492.1k $492.1k 0.10% Reduced -3.0k -2,976
56 Sunbelt Securities, Inc. 0.06% of their portfolio HOUSTON, TX 11,85611.9k $491.3k $491.3k 0.06% Reduced -1.4k -1,408
57 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 11,67811.7k $483.9k $483.9k 0.01% Reduced -425 -425
58 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 11,59011.6k $480.3k $480.3k 0.01% Unchanged
59 FLAGSTAR SECURITIES, INC 0.14% of their portfolio New York, NY 10,91010.9k $452.1k $452.1k 0.14% Reduced -1.4k -1,448
60 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 10,67010.7k $442.2k $442.2k 0.00% Reduced -27.5k -27,512
61 SCOTIA CAPITAL INC. 0.00% of their portfolio TORONTO, A6 10,62310.6k $440.2k $440.2k 0.00% Reduced -86 -86
62 Aurora Private Wealth, Inc. 0.41% of their portfolio ROCKAWAY, NJ 10,39010.4k $431.0k $431.0k 0.41% Unchanged
63 MGO ONE SEVEN LLC 0.02% of their portfolio Beachwood, OH 9,7339.7k $403.3k $403.3k 0.02% Reduced -2.0k -2,047
64 Valtinson Bruner Financial Planning LLC 0.20% of their portfolio NEW BRIGHTON, MN 9,5959.6k $397.6k $397.6k 0.20% Unchanged
65 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.02% of their portfolio RICHMOND, VA 9,3119.3k $385.8k $385.8k 0.02% Unchanged
66 Fragasso Financial Advisors Inc 0.03% of their portfolio SEWICKLEY, PA 9,2199.2k $382.0k $382.0k 0.03% Reduced -372 -372
67 CENTAURUS FINANCIAL, INC. 0.03% of their portfolio ANAHEIM, CA 8,3168.3k $345.0k $345.0k 0.03% Unchanged
68 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 7,9347.9k $328.8k $328.8k 0.00% Unchanged
69 Cooper Financial Group 0.06% of their portfolio IRVINE, CA 7,8257.8k $324.3k $324.3k 0.06% Reduced -935 -935
70 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 7,0597.1k $297.3k $297.3k 0.02% Reduced -7.0k -7,033
71 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 6,9827.0k $289.3k $289.3k 0.00% Reduced -3.8k -3,818
72 LINCOLN NATIONAL CORP 0.00% of their portfolio RADNOR, PA 6,4556.5k $267.5k $267.5k 0.00% Unchanged
73 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 6,2676.3k $259.7k $259.7k 0.01% Unchanged
74 DHJJ Financial Advisors, Ltd. 0.11% of their portfolio NAPERVILLE, IL 5,6075.6k $232.4k $232.4k 0.11% Reduced -470 -470
75 Darwin Wealth Management, LLC 0.06% of their portfolio TAMPA, FL 5,4795.5k $227.1k $227.1k 0.06% Unchanged
76 FWG Investments, LLC. 0.28% of their portfolio LEXINGTON, KY 5,3815.4k $223.0k $223.0k 0.28% First filing
77 First Heartland Consultants, Inc. 0.03% of their portfolio LAKE ST. LOUIS, MO 5,2775.3k $219.0k $219.0k 0.03% Reduced -493 -493
78 Stonebridge Financial Planning Group, LLC 0.12% of their portfolio ORLANDO, FL 4,9454.9k $204.9k $204.9k 0.12% New
79 ARBOR CAPITAL MANAGEMENT INC /ADV 0.15% of their portfolio ANCHORAGE, AK 4,9294.9k $202.5k $202.5k 0.15% New
80 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 4,8804.9k $202.2k $202.2k 0.01% Reduced -81.7k -81,695
81 LANARK FINANCIAL, INC. 0.01% of their portfolio BIRMINGHAM, AL 3,4903.5k $144.0k $144.0k 0.01% Reduced -253 -253
82 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 3,0243.0k $125.3k $125.3k 0.00% Added +264 +264
83 Capital Analysts, LLC 0.01% of their portfolio FORT WASHINGTON, PA 2,6492.6k $110.0k $110.0k 0.01% Unchanged
84 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 2,4392.4k $101.1k $101.1k 0.01% Unchanged
85 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 2,1522.2k $89.2k $89.2k 0.00% Unchanged
86 UBS Group AG 0.00% of their portfolio ZURICH, V8 2,0992.1k $87.0k $87.0k 0.00% Added +562 +562
87 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 1,7601.8k $73.0k $73.0k 0.00% Reduced -70 -70
88 OLIVER LAGORE VANVALIN INVESTMENT GROUP 0.02% of their portfolio FLINT, MI 1,3271.3k $55.0k $55.0k 0.02% Unchanged
89 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 905905 $37.5k $37.5k 0.00% Unchanged
90 Creekmur Asset Management LLC 0.01% of their portfolio MORTON, IL 504504 $20.9k $20.9k 0.01% First filing
91 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 300300 $12.4k $12.4k 0.00% Unchanged