Vault-13

FIRST TR EXCHNG TRADED FD VI FMAY

FT VEST US EQT · ETP · CUSIP 33740F748

121 institutional holders +38 vs Q1 2024
5,784,4725.8m shares reported held*
$258.3mreported value*
41 new 45 added 18 reduced 7 sold out net bought ≈ $95.0m (+2.1m 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 ≈ $44.65.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 79Q4 22: 76Q1 23: 75Q2 23: 95Q3 23: 92Q4 23: 91Q1 24: 83Q2 24: 121121Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 202279
Q4 202276
Q1 202375
Q2 202395
Q3 202392
Q4 202391
Q1 202483
Q2 2024121

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 outQ2 23: 49 bought or addedQ2 23: 39 cut or sold outQ2 23Q3 23: 24 bought or addedQ3 23: 53 cut or sold outQ4 23: 21 bought or addedQ4 23: 54 cut or sold outQ4 23Q1 24: 18 bought or addedQ1 24: 64 cut or sold outQ2 24: 86 bought or addedQ2 24: 25 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 20222537
Q1 20232041
Q2 20234939
Q3 20232453
Q4 20232154
Q1 20241864
Q2 20248625

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +242,971+243.0k
WESPAC Advisors SoCal, LLC New +218,135+218.1k
Cetera Investment Advisers Added +171,517+171.5k
WealthPlan Investment Management, LLC New +139,090+139.1k
RAYMOND JAMES & ASSOCIATES Added +105,141+105.1k
Clear Creek Financial Management, LLC New +101,699+101.7k
CWM, LLC Added +90,558+90.6k
CreativeOne Wealth, LLC Added +87,786+87.8k
REAP Financial Group, LLC Added +87,324+87.3k
WealthPLAN Partners, LLC New +85,598+85.6k

Biggest sellers

SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -35,587-35.6k
Tanglewood Legacy Advisors, LLC Reduced -24,746-24.7k
JANE STREET GROUP, LLC Sold out -16,696-16.7k
Cedar Brook Financial Partners, LLC Sold out -13,192-13.2k
Advisor Resource Council Sold out -12,432-12.4k
BAKER TILLY WEALTH MANAGEMENT, LLC Sold out -7,000-7.0k
UBS Group AG Sold out -6,359-6.4k
Main Street Financial Solutions, LLC Reduced -6,027-6.0k
ROYAL BANK OF CANADA Reduced -5,905-5.9k
Envestnet Portfolio Solutions, Inc. Reduced -4,310-4.3k

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

Holders, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 COMMONWEALTH EQUITY SERVICES, LLC 0.05% of their portfolio WALTHAM, MA 639,454639.5k $28.6m $28.6m 0.05% Added +41.5k +41,468
2 FOCUS Wealth Advisors, LLC 11.03% of their portfolio HOUSTON, TX 481,295481.3k $21.5m $21.5m 11.03% Added +21.2k +21,180
3 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 295,613295.6k $13.2m $13.2m 0.00% Added +243.0k +242,971
4 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 292,172292.2k $13.0m $13.0m 0.03% Added +171.5k +171,517
5 McCarthy & Cox 4.17% of their portfolio MARYSVILLE, OH 243,077243.1k $10.9m $10.9m 4.17% Added +9.8k +9,813
6 REAP Financial Group, LLC 2.76% of their portfolio AUSTIN, TX 229,411229.4k $10.2m $10.2m 2.76% Added +87.3k +87,324
7 WESPAC Advisors SoCal, LLC 2.45% of their portfolio Pasadena, CA 218,135218.1k $9.7m $9.7m 2.45% New
8 CWM, LLC 0.04% of their portfolio OMAHA, NE 183,862183.9k $8.2m $8.2m 0.04% Added +90.6k +90,558
9 STEPHENS INC /AR/ 0.11% of their portfolio LITTLE ROCK, AR 165,913165.9k $7.4m $7.4m 0.11% Added +36.7k +36,651
10 Keystone Wealth Services, LLC 2.29% of their portfolio PALM DESERT, CA 164,609164.6k $7.3m $7.3m 2.29% Added +5.9k +5,906
11 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 163,991164.0k $7.3m $7.3m 0.01% Added +65.7k +65,693
12 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 154,835154.8k $6.9m $6.9m 0.02% Added +59.8k +59,808
13 WealthPlan Investment Management, LLC 0.94% of their portfolio OMAHA, NE 139,090139.1k $6.2m $6.2m 0.94% New
14 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 134,380134.4k $6.0m $6.0m 0.00% Added +105.1k +105,141
15 Tanglewood Legacy Advisors, LLC 2.69% of their portfolio HOUSTON, TX 127,370127.4k $5.7m $5.7m 2.69% Reduced -24.7k -24,746
16 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 113,944113.9k $5.1m $5.1m 0.01% Added +6.3k +6,314
17 CreativeOne Wealth, LLC 0.26% of their portfolio OVERLAND PARK, KS 113,283113.3k $5.1m $5.1m 0.26% Added +87.8k +87,786
18 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 107,263107.3k $4.8m $4.8m 0.00% Reduced -492 -492
19 Clear Creek Financial Management, LLC 0.55% of their portfolio SILVERDALE, WA 101,699101.7k $4.5m $4.5m 0.55% New
20 FSB PREMIER WEALTH MANAGEMENT, INC. 1.86% of their portfolio WATERLOO, IA 92,04792.0k $4.1m $4.1m 1.86% Added +83.9k +83,882
21 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 91,04691.0k $4.1m $4.1m 0.02% Added +24.6k +24,554
22 WealthPLAN Partners, LLC 0.41% of their portfolio OMAHA, NE 85,59885.6k $3.8m $3.8m 0.41% New
23 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 74,96875.0k $3.3m $3.3m 0.01% Added +32.1k +32,141
24 Main Street Financial Solutions, LLC 0.27% of their portfolio NEWTOWN, PA 64,80464.8k $2.9m $2.9m 0.27% Reduced -6.0k -6,027
25 MGO ONE SEVEN LLC 0.12% of their portfolio Beachwood, OH 57,40857.4k $2.6m $2.6m 0.12% Added +47.9k +47,885
26 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 49,17049.2k $2.2m $2.2m 0.02% Added +5.0k +5,013
27 IFP Advisors, Inc 0.08% of their portfolio TAMPA, FL 46,47746.5k $2.1m $2.1m 0.08% Added +2.2k +2,167
28 Clear Point Advisors Inc. 1.67% of their portfolio MELVILLE, NY 45,50145.5k $2.0m $2.0m 1.67% New
29 Sloy Dahl & Holst, LLC 0.42% of their portfolio Vancouver, WA 44,32044.3k $2.0m $2.0m 0.42% Unchanged
30 Ignite Planners, LLC 0.43% of their portfolio SAN CLEMENTE, CA 38,79238.8k $1.8m $1.8m 0.43% Added +200 +200
31 Integrated Advisors Network LLC 0.09% of their portfolio DALLAS, TX 38,12238.1k $1.7m $1.7m 0.09% New
32 Atria Wealth Solutions, Inc. 0.02% of their portfolio NEW YORK, NY 31,89531.9k $1.4m $1.4m 0.02% Added +8.8k +8,822
33 NEW WAVE WEALTH ADVISORS LLC 0.74% of their portfolio SPRINGDALE, AR 31,00531.0k $1.4m $1.4m 0.74% First filing
34 SOA Wealth Advisors, LLC. 0.27% of their portfolio NEW YORK, NY 30,00830.0k $1.3m $1.3m 0.27% Added +17.4k +17,450
35 1776 Wealth LLC 0.58% of their portfolio ATLANTA, GA 28,75728.8k $1.3m $1.3m 0.58% Unchanged
36 Accel Wealth Management 0.51% of their portfolio WAVERLY, IA 28,49028.5k $1.3m $1.3m 0.51% New
37 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 28,00528.0k $1.3m $1.3m 0.00% Added +1.6k +1,585
38 HARBOUR INVESTMENTS, INC. 0.04% of their portfolio MADISON, WI 27,22027.2k $1.2m $1.2m 0.04% Reduced -2.6k -2,596
39 McKinley Carter Wealth Services, Inc. 0.07% of their portfolio WHEELING, WV 23,92123.9k $1.1m $1.1m 0.07% Reduced -579 -579
40 Integrity Financial Corp /WA 0.66% of their portfolio JACKSON, WY 23,64523.6k $1.1m $1.1m 0.66% Added +7.0k +6,987
41 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 22,76322.8k $1.0m $1.0m 0.00% Added +22.2k +22,153
42 Bouchey Financial Group, Ltd. 0.09% of their portfolio TROY, NY 20,15620.2k $899.0k $899.0k 0.09% Added +3.7k +3,653
43 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 20,02420.0k $894.1k $894.1k 0.00% Added +1.4k +1,449
44 Lion Street Advisors, LLC 0.32% of their portfolio Austin, TX 19,34819.3k $863.9k $863.9k 0.32% Reduced -925 -925
45 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 19,03119.0k $850.0k $850.0k 0.00% Added +11.8k +11,765
46 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 18,84518.8k $841.4k $841.4k 0.00% Reduced -4.3k -4,310
47 BLACK POINT WEALTH MANAGEMENT 0.86% of their portfolio NAPLES, FL 18,57518.6k $829.4k $829.4k 0.86% First filing
48 Bullseye Investment Management, LLC 0.54% of their portfolio CINCINNATI, OH 18,55518.6k $829.0k $829.0k 0.54% New
49 PRINCIPAL SECURITIES, INC. 0.02% of their portfolio DES MOINES, IA 18,44118.4k $823.4k $823.4k 0.02% New
50 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 18,24318.2k $815.0k $815.0k 0.00% Added +2.3k +2,309
51 WEALTHGARDEN F.S. LLC 0.86% of their portfolio EL SEGUNDO, CA 18,18318.2k $811.9k $811.9k 0.86% First filing
52 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 18,17918.2k $812.0k $812.0k 0.00% Added +2.9k +2,876
53 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 17,90017.9k $799.2k $799.2k 0.01% Added +10.2k +10,235
54 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 17,50317.5k $781.5k $781.5k 0.01% Reduced -640 -640
55 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.05% of their portfolio BIRMINGHAM, AL 17,42617.4k $778.1k $778.1k 0.05% Added +5.4k +5,378
56 THOROUGHBRED FINANCIAL SERVICES, LLC 0.05% of their portfolio BRENTWOOD, TN 16,58916.6k $740.0k $740.0k 0.05% New
57 B. Riley Wealth Advisors, Inc. 0.02% of their portfolio MEMPHIS, TN 16,00816.0k $714.8k $714.8k 0.02% Added +4.4k +4,418
58 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 15,50315.5k $692.2k $692.2k 0.01% New
59 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 14,96815.0k $668.3k $668.3k 0.01% Added +3.4k +3,350
60 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.13% of their portfolio BLUE BELL, PA 14,63014.6k $653.2k $653.2k 0.13% Reduced -193 -193
61 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.02% of their portfolio LOS ANGELES, CA 14,56714.6k $650.4k $650.4k 0.02% New
62 Harvest Investment Services, LLC 0.25% of their portfolio Oakbrook Terrace, IL 14,39014.4k $642.5k $642.5k 0.25% Added +9.0k +8,985
63 Mariner, LLC 0.00% of their portfolio Overland Park, KS 13,44913.4k $600.5k $600.5k 0.00% Unchanged
64 Moors & Cabot, Inc. 0.03% of their portfolio BOSTON, MA 12,39912.4k $553.6k $553.6k 0.03% New
65 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 11,81811.8k $527.7k $527.7k 0.01% New
66 Signal Advisors Wealth, LLC 1.14% of their portfolio DETROIT, MI 11,69611.7k $522.2k $522.2k 1.14% New
67 FOUNDERS FINANCIAL SECURITIES LLC 0.05% of their portfolio TOWSON, MD 11,60211.6k $518.0k $518.0k 0.05% New
68 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 11,18511.2k $499.4k $499.4k 0.02% Added +3.2k +3,188
69 FWG Investments, LLC. 0.49% of their portfolio LEXINGTON, KY 10,83710.8k $483.9k $483.9k 0.49% New
70 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 10,58210.6k $478.7k $478.7k 0.01% New
71 MBL Wealth, LLC 0.05% of their portfolio CHARLOTTE, NC 10,49310.5k $468.5k $468.5k 0.05% Added +1.8k +1,820
72 Sunbelt Securities, Inc. 0.05% of their portfolio HOUSTON, TX 10,43010.4k $465.7k $465.7k 0.05% Unchanged
73 CENTAURUS FINANCIAL, INC. 0.03% of their portfolio ANAHEIM, CA 10,21410.2k $456.0k $456.0k 0.03% Added +2.0k +2,001
74 FLAGSTAR SECURITIES, INC 0.12% of their portfolio New York, NY 10,14010.1k $452.8k $452.8k 0.12% Reduced -770 -770
75 Fragasso Financial Advisors Inc 0.04% of their portfolio SEWICKLEY, PA 9,6279.6k $429.8k $429.8k 0.04% Added +1.3k +1,289
76 Valtinson Bruner Financial Planning LLC 0.17% of their portfolio NEW BRIGHTON, MN 9,3959.4k $419.5k $419.5k 0.17% Unchanged
77 DHJJ Financial Advisors, Ltd. 0.18% of their portfolio NAPERVILLE, IL 9,2899.3k $414.8k $414.8k 0.18% Added +4.3k +4,307
78 CoreCap Advisors, LLC 0.04% of their portfolio SOUTHFIELD, MI 8,9038.9k $397.5k $397.5k 0.04% Added +1.1k +1,108
79 WEST MICHIGAN ADVISORS, LLC 0.12% of their portfolio HOLLAND, MI 8,4408.4k $376.8k $376.8k 0.12% New
80 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 8,2948.3k $370.3k $370.3k 0.01% New
81 TFB Advisors LLC 0.11% of their portfolio OVERLAND PARK, KS 7,8197.8k $349.1k $349.1k 0.11% New
82 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 7,0767.1k $307.0k $307.0k 0.00% First filing
83 HBW ADVISORY SERVICES LLC 0.05% of their portfolio SIMI VALLEY, CA 6,8656.9k $306.5k $306.5k 0.05% New
84 Foguth Wealth Management, LLC. 0.13% of their portfolio BRIGHTON, MI 6,7726.8k $302.4k $302.4k 0.13% New
85 GTS SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 6,5706.6k $293.4k $293.4k 0.01% New
86 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 6,4866.5k $289.6k $289.6k 0.00% Added +1.6k +1,649
87 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 6,2726.3k $280.0k $280.0k 0.01% Added +1.4k +1,430
88 Aurora Private Wealth, Inc. 0.24% of their portfolio ROCKAWAY, NJ 6,1356.1k $274.0k $274.0k 0.24% Reduced -1.9k -1,866
89 ForthRight Wealth Management, LLC 0.10% of their portfolio ALPHARETTA, GA 6,0356.0k $269.5k $269.5k 0.10% New
90 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 5,8315.8k $260.4k $260.4k 0.00% Added +894 +894
91 SCOTIA CAPITAL INC. 0.00% of their portfolio TORONTO, A6 5,8175.8k $259.7k $259.7k 0.00% Reduced -2.0k -1,964
92 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 5,6005.6k $250.0k $250.0k 0.00% New
93 Legacy Private Trust Co. 0.02% of their portfolio NEENAH, WI 5,3145.3k $237.3k $237.3k 0.02% New
94 ARBOR CAPITAL MANAGEMENT INC /ADV 0.21% of their portfolio ANCHORAGE, AK 5,0555.1k $226.1k $226.1k 0.21% Unchanged
95 VestGen Investment Management 0.07% of their portfolio EGG HARBOR TOWNSHIP, NJ 5,0305.0k $224.6k $224.6k 0.07% New
96 Strategic Blueprint, LLC 0.02% of their portfolio ATLANTA, GA 4,9525.0k $221.1k $221.1k 0.02% New
97 Kingsview Wealth Management, LLC 0.01% of their portfolio GRANTS PASS, OR 4,7904.8k $213.9k $213.9k 0.01% New
98 Stonebridge Financial Planning Group, LLC 0.11% of their portfolio ORLANDO, FL 4,7454.7k $211.9k $211.9k 0.11% Unchanged
99 Darwin Wealth Management, LLC 0.10% of their portfolio TAMPA, FL 4,5674.6k $203.9k $203.9k 0.10% Reduced -912 -912
100 Perigon Wealth Management, LLC 0.01% of their portfolio SAN FRANCISCO, CA 4,5664.6k $203.9k $203.9k 0.01% New