Vault-13

FIRST TR EXCHNG TRADED FD VI FMAY

FT VEST US EQT · ETP · CUSIP 33740F748

108 institutional holders -14 vs Q4 2024
4,206,5634.2m shares reported held*
$193.9mreported value*
8 new 18 added 52 reduced 21 sold out net sold ≈ $20.1m (-426.9k 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 ≈ $46.10.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 79Q4 22: 76Q1 23: 75Q2 23: 95Q3 23: 92Q4 23: 91Q1 24: 83Q2 24: 121Q3 24: 122Q4 24: 122Q1 25: 108108Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202279
Q4 202276
Q1 202375
Q2 202395
Q3 202392
Q4 202391
Q1 202483
Q2 2024121
Q3 2024122
Q4 2024122
Q1 2025108

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 23: 49 bought or addedQ2 23: 39 cut or sold outQ3 23: 24 bought or addedQ3 23: 53 cut or sold outQ3 23Q4 23: 21 bought or addedQ4 23: 54 cut or sold outQ1 24: 18 bought or addedQ1 24: 64 cut or sold outQ1 24Q2 24: 86 bought or addedQ2 24: 25 cut or sold outQ3 24: 45 bought or addedQ3 24: 61 cut or sold outQ3 24Q4 24: 27 bought or addedQ4 24: 69 cut or sold outQ1 25: 26 bought or addedQ1 25: 73 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20234939
Q3 20232453
Q4 20232154
Q1 20241864
Q2 20248625
Q3 20244561
Q4 20242769
Q1 20252673

Biggest buyers

ASSETMARK, INC Added +39,019+39.0k
Advisor Resource Council New +35,523+35.5k
Cetera Investment Advisers Added +31,045+31.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +22,086+22.1k
Farther Finance Advisors, LLC Added +20,744+20.7k
Geneos Wealth Management Inc. Added +13,449+13.4k
TRANSCEND CAPITAL ADVISORS, LLC New +10,617+10.6k
Sowell Financial Services LLC New +8,083+8.1k
ENVESTNET ASSET MANAGEMENT INC Added +6,634+6.6k
CITADEL ADVISORS LLC New +5,423+5.4k

Biggest sellers

McCarthy & Cox Reduced -221,716-221.7k
WESPAC Advisors SoCal, LLC Reduced -35,089-35.1k
RAYMOND JAMES FINANCIAL INC Reduced -34,204-34.2k
Ignite Planners, LLC Reduced -29,996-30.0k
OSAIC HOLDINGS, INC. Reduced -25,801-25.8k
Atria Wealth Solutions, Inc. Reduced -20,139-20.1k
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Reduced -17,379-17.4k
Envestnet Portfolio Solutions, Inc. Sold out -16,251-16.3k
Tanglewood Legacy Advisors, LLC Reduced -12,550-12.6k
Brookstone Capital Management Reduced -12,288-12.3k

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, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 FOCUS Wealth Advisors, LLC 12.19% of their portfolio HOUSTON, TX 477,569477.6k $22.1m $22.1m 12.19% Reduced -10.7k -10,661
2 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 345,612345.6k $16.0m $16.0m 0.02% Added +1.9k +1,922
3 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 236,075236.1k $10.9m $10.9m 0.00% Reduced -34.2k -34,204
4 REAP Financial Group, LLC 2.43% of their portfolio AUSTIN, TX 212,402212.4k $9.8m $9.8m 2.43% Added +1.0k +1,035
5 CWM, LLC 0.03% of their portfolio OMAHA, NE 175,356175.4k $8.1m $8.1m 0.03% Reduced -4.9k -4,929
6 Bison Wealth, LLC 0.72% of their portfolio ATLANTA, GA 165,949165.9k $7.7m $7.7m 0.72% Reduced -644 -644
7 WESPAC Advisors SoCal, LLC 1.97% of their portfolio Pasadena, CA 163,706163.7k $7.6m $7.6m 1.97% Reduced -35.1k -35,089
8 STEPHENS INC /AR/ 0.11% of their portfolio LITTLE ROCK, AR 162,323162.3k $7.5m $7.5m 0.11% Reduced -1.5k -1,494
9 Keystone Wealth Services, LLC 2.03% of their portfolio PALM DESERT, CA 162,012162.0k $7.5m $7.5m 2.03% Reduced -527 -527
10 ASSETMARK, INC 0.02% of their portfolio CONCORD, CA 141,069141.1k $6.5m $6.5m 0.02% Added +39.0k +39,019
11 Tanglewood Legacy Advisors, LLC 2.31% of their portfolio HOUSTON, TX 113,948113.9k $5.3m $5.3m 2.31% Reduced -12.6k -12,550
12 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 107,535107.5k $5.0m $5.0m 0.00% Added +6 +6
13 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 102,975103.0k $4.8m $4.8m 0.01% Added +31.0k +31,045
14 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 88,24688.2k $4.1m $4.1m 0.01% Reduced -25.8k -25,801
15 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 85,74685.7k $4.0m $4.0m 0.01% Reduced -925 -925
16 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 83,10483.1k $3.8m $3.8m 0.02% Reduced -4.7k -4,749
17 FSB PREMIER WEALTH MANAGEMENT, INC. 1.43% of their portfolio WATERLOO, IA 79,55879.6k $3.7m $3.7m 1.43% Reduced -1.2k -1,250
18 Ignite Planners, LLC 0.63% of their portfolio SAN CLEMENTE, CA 69,75769.8k $3.2m $3.2m 0.63% Reduced -30.0k -29,996
19 Main Street Financial Solutions, LLC 0.26% of their portfolio NEWTOWN, PA 63,84363.8k $2.9m $2.9m 0.26% Reduced -8 -8
20 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 59,91159.9k $2.8m $2.8m 0.00% Added +6.6k +6,634
21 Signal Advisors Wealth, LLC 0.22% of their portfolio DETROIT, MI 47,86847.9k $2.2m $2.2m 0.22% Reduced -4.8k -4,752
22 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 45,00745.0k $2.1m $2.1m 0.01% Reduced -5.0k -4,978
23 Sloy Dahl & Holst, LLC 0.34% of their portfolio Vancouver, WA 42,34042.3k $2.0m $2.0m 0.34% Reduced -850 -850
24 Integrated Advisors Network LLC 0.10% of their portfolio DALLAS, TX 41,14841.1k $1.9m $1.9m 0.10% Added +88 +88
25 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 37,11337.1k $1.7m $1.7m 0.01% Reduced -846 -846
26 Clear Point Advisors Inc. 1.50% of their portfolio MELVILLE, NY 36,20836.2k $1.7m $1.7m 1.50% Reduced -9.2k -9,167
27 Advisor Resource Council 0.10% of their portfolio DALLAS, TX 35,52335.5k $1.3m $1.3m 0.10% New
28 SOA Wealth Advisors, LLC. 0.29% of their portfolio NEW YORK, NY 29,70729.7k $1.4m $1.4m 0.29% Unchanged
29 1776 Wealth LLC 0.61% of their portfolio ATLANTA, GA 28,75728.8k $1.3m $1.3m 0.61% Unchanged
30 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 28,00528.0k $1.3m $1.3m 0.00% Unchanged
31 Accel Wealth Management 0.45% of their portfolio WAVERLY, IA 27,06527.1k $1.2m $1.2m 0.45% Reduced -625 -625
32 Integrity Financial Corp /WA 0.63% of their portfolio JACKSON, WY 24,03124.0k $1.1m $1.1m 0.63% Reduced -1.6k -1,629
33 McKinley Carter Wealth Services, Inc. 0.07% of their portfolio WHEELING, WV 23,92123.9k $1.1m $1.1m 0.07% Unchanged
34 FOUNDERS FINANCIAL SECURITIES LLC 0.09% of their portfolio TOWSON, MD 22,71022.7k $1.0m $1.0m 0.09% Added +4.6k +4,590
35 Grantvest Financial Group LLC 0.83% of their portfolio MATAWAN, NJ 22,09522.1k $1.0m $1.0m 0.83% Reduced -350 -350
36 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 22,08622.1k $1.0m $1.0m 0.00% New
37 PRINCIPAL SECURITIES, INC. 0.02% of their portfolio DES MOINES, IA 21,44121.4k $1.0m $1.0m 0.02% Unchanged
38 Farther Finance Advisors, LLC 0.03% of their portfolio SAN FRANCISCO, CA 21,23221.2k $982.1k $982.1k 0.03% Added +20.7k +20,744
39 HARBOUR INVESTMENTS, INC. 0.03% of their portfolio MADISON, WI 19,98720.0k $923.0k $923.0k 0.03% Reduced -633 -633
40 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 19,38619.4k $895.0k $895.0k 0.00% Added +3.7k +3,700
41 Geneos Wealth Management Inc. 0.01% of their portfolio ENGLEWOOD, CO 17,93217.9k $828.1k $828.1k 0.01% Added +13.4k +13,449
42 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 17,64817.6k $815.0k $815.0k 0.00% Unchanged
43 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 17,35517.4k $801.4k $801.4k 0.01% Unchanged
44 McCarthy & Cox 0.35% of their portfolio MARYSVILLE, OH 17,21117.2k $794.8k $794.8k 0.35% Reduced -221.7k -221,716
45 TFB Advisors LLC 0.23% of their portfolio OVERLAND PARK, KS 17,15417.2k $792.1k $792.1k 0.23% Added +3.6k +3,613
46 THOROUGHBRED FINANCIAL SERVICES, LLC 0.05% of their portfolio BRENTWOOD, TN 16,58916.6k $766.0k $766.0k 0.05% Unchanged
47 Modern Wealth Management, LLC 0.02% of their portfolio KANSAS CITY, MO 16,50616.5k $762.2k $762.2k 0.02% Reduced -214 -214
48 KINGSWOOD WEALTH ADVISORS, LLC 0.07% of their portfolio SAN DIEGO, CA 16,20916.2k $748.8k $748.8k 0.07% Reduced -6.6k -6,615
49 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 14,76314.8k $682.0k $682.0k 0.00% Reduced -895 -895
50 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.13% of their portfolio BLUE BELL, PA 14,60514.6k $674.4k $674.4k 0.13% Reduced -3 -3
51 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 13,54313.5k $625.4k $625.4k 0.00% Unchanged
52 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.02% of their portfolio LOS ANGELES, CA 13,32113.3k $615.1k $615.1k 0.02% Unchanged
53 Harvest Investment Services, LLC 0.17% of their portfolio Oakbrook Terrace, IL 13,24913.2k $611.8k $611.8k 0.17% Reduced -1.7k -1,715
54 Fragasso Financial Advisors Inc 0.04% of their portfolio SEWICKLEY, PA 12,43612.4k $574.3k $574.3k 0.04% Reduced -3.3k -3,266
55 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 12,27912.3k $576.2k $576.2k 0.02% Reduced -3.0k -2,982
56 CoreCap Advisors, LLC 0.02% of their portfolio SOUTHFIELD, MI 12,14512.1k $560.8k $560.8k 0.02% Added +890 +890
57 Lion Street Advisors, LLC 0.17% of their portfolio Austin, TX 11,84111.8k $546.8k $546.8k 0.17% Reduced -945 -945
58 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 11,60411.6k $535.9k $535.9k 0.00% Reduced -79 -79
59 Mariner, LLC 0.00% of their portfolio Overland Park, KS 11,40311.4k $526.6k $526.6k 0.00% Reduced -1.5k -1,459
60 WEALTHGARDEN F.S. LLC 0.49% of their portfolio EL SEGUNDO, CA 10,93810.9k $505.1k $505.1k 0.49% Unchanged
61 Moors & Cabot, Inc. 0.02% of their portfolio BOSTON, MA 10,62510.6k $490.6k $490.6k 0.02% Reduced -1.0k -1,039
62 TRANSCEND CAPITAL ADVISORS, LLC 0.04% of their portfolio MADISON, NJ 10,61710.6k $490.3k $490.3k 0.04% New
63 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 10,28510.3k $474.9k $474.9k 0.00% Reduced -4.8k -4,767
64 CENTAURUS FINANCIAL, INC. 0.03% of their portfolio ANAHEIM, CA 10,21410.2k $472.0k $472.0k 0.03% Unchanged
65 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 9,7119.7k $448.4k $448.4k 0.00% Reduced -1.1k -1,150
66 MGO ONE SEVEN LLC 0.02% of their portfolio Beachwood, OH 9,6799.7k $447.0k $447.0k 0.02% Reduced -416 -416
67 DHJJ Financial Advisors, Ltd. 0.17% of their portfolio NAPERVILLE, IL 9,2299.2k $426.2k $426.2k 0.17% Unchanged
68 FLAGSTAR SECURITIES, INC 0.10% of their portfolio New York, NY 8,5128.5k $393.1k $393.1k 0.10% Unchanged
69 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 8,3748.4k $386.7k $386.7k 0.01% Unchanged
70 Sunbelt Securities, Inc. 0.03% of their portfolio HOUSTON, TX 8,1818.2k $377.8k $377.8k 0.03% Unchanged
71 Sowell Financial Services LLC 0.02% of their portfolio NORTH LITTLE ROCK, AR 8,0838.1k $373.3k $373.3k 0.02% New
72 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 7,6837.7k $354.8k $354.8k 0.01% Reduced -12.3k -12,288
73 BLACK POINT WEALTH MANAGEMENT 2.00% of their portfolio NAPLES, FL 7,4707.5k $345.0k $345.0k 2.00% Reduced -11.1k -11,105
74 ForthRight Wealth Management, LLC 0.09% of their portfolio ALPHARETTA, GA 6,0356.0k $278.7k $278.7k 0.09% Unchanged
75 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 5,7375.7k $264.9k $264.9k 0.00% Unchanged
76 LEGACY SOLUTIONS, LLC 0.29% of their portfolio KENNETT SQUARE, PA 5,6445.6k $260.6k $260.6k 0.29% Unchanged
77 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 5,4235.4k $250.4k $250.4k 0.00% New
78 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 5,3005.3k $244.7k $244.7k 0.00% Reduced -200 -200
79 UBS Group AG 0.00% of their portfolio ZURICH, V8 5,1975.2k $240.0k $240.0k 0.00% Added +4.8k +4,837
80 Prosperity Consulting Group, LLC 0.02% of their portfolio OWINGS MILLS, MD 5,1805.2k $239.2k $239.2k 0.02% Unchanged
81 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 4,9494.9k $228.5k $228.5k 0.01% Reduced -2.2k -2,167
82 ARBOR CAPITAL MANAGEMENT INC /ADV 0.22% of their portfolio ANCHORAGE, AK 4,9254.9k $227.5k $227.5k 0.22% Added +743 +743
83 Kingsview Wealth Management, LLC 0.00% of their portfolio GRANTS PASS, OR 4,9014.9k $226.3k $226.3k 0.00% Reduced -4 -4
84 NOVEM GROUP 0.03% of their portfolio Rochester, NY 4,8644.9k $224.6k $224.6k 0.03% Unchanged
85 Aurora Private Wealth, Inc. 0.18% of their portfolio ROCKAWAY, NJ 4,8494.8k $224.0k $224.0k 0.18% Reduced -89 -89
86 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 4,8404.8k $223.5k $223.5k 0.01% Reduced -7.2k -7,175
87 MBL Wealth, LLC 0.02% of their portfolio CHARLOTTE, NC 4,6654.7k $215.4k $215.4k 0.02% Reduced -3.3k -3,282
88 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 4,6464.6k $214.5k $214.5k 0.00% Reduced -20.1k -20,139
89 Financial Network Wealth Advisors LLC 0.22% of their portfolio MURRAY, UT 3,5623.6k $164.5k $164.5k 0.22% Added +1.2k +1,161
90 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 3,1203.1k $144.1k $144.1k 0.00% Reduced -26 -26
91 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 2,9983.0k $138.4k $138.4k 0.00% Reduced -1.3k -1,303
92 Wood Tarver Financial Group, LLC 0.04% of their portfolio BOISE, ID 2,9643.0k $136.9k $136.9k 0.04% Unchanged
93 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 2,4022.4k $111.0k $111.0k 0.00% Unchanged
94 LANARK FINANCIAL, INC. 0.01% of their portfolio BIRMINGHAM, AL 2,3672.4k $109.0k $109.0k 0.01% Added +2.4k +2,365
95 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 2,0002.0k $92.4k $92.4k 0.00% Unchanged
96 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 1,6261.6k $75.1k $75.1k 0.01% Reduced -813 -813
97 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 1,5981.6k $73.8k $73.8k 0.00% Reduced -2.6k -2,617
98 NorthRock Partners, LLC 0.00% of their portfolio MINNEAPOLIS, MN 1,4031.4k $64.8k $64.8k 0.00% New
99 COMERICA BANK 0.00% of their portfolio DALLAS, TX 1,1421.1k $52.7k $52.7k 0.00% Unchanged
100 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 1,0031.0k $45.4k $45.4k 0.00% Added +444 +444