Vault-13

FIRST TR EXCHNG TRADED FD VI FMAY

FT VEST US EQT · ETP · CUSIP 33740F748

119 institutional holders +11 vs Q1 2025
5,533,2075.5m shares reported held*
$276.7mreported value*
22 new 46 added 32 reduced 11 sold out net bought ≈ $66.8m (+1.3m 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 ($66.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $50.02.

Trends to Q2 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: 108Q2 25: 119119Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025119

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 24Q3 24: 45 bought or addedQ3 24: 61 cut or sold outQ4 24: 27 bought or addedQ4 24: 69 cut or sold outQ4 24Q1 25: 26 bought or addedQ1 25: 73 cut or sold outQ2 25: 68 bought or addedQ2 25: 43 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20232453
Q4 20232154
Q1 20241864
Q2 20248625
Q3 20244561
Q4 20242769
Q1 20252673
Q2 20256843

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +470,596+470.6k
Cetera Investment Advisers Added +275,383+275.4k
Rockefeller Capital Management L.P. Added +149,544+149.5k
CreativeOne Wealth, LLC Added +110,786+110.8k
OSAIC HOLDINGS, INC. Added +82,573+82.6k
Clear Creek Financial Management, LLC New +44,685+44.7k
ASSETMARK, INC Added +43,491+43.5k
Atria Investments, Inc New +41,395+41.4k
FWG Investments, LLC. New +32,896+32.9k
COMMONWEALTH EQUITY SERVICES, LLC Added +29,438+29.4k

Biggest sellers

WESPAC Advisors SoCal, LLC Reduced -93,082-93.1k
REAP Financial Group, LLC Reduced -54,181-54.2k
Bison Wealth, LLC Reduced -28,785-28.8k
Advisor Resource Council Reduced -27,950-27.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -22,086-22.1k
Moors & Cabot, Inc. Sold out -10,625-10.6k
FLAGSTAR SECURITIES, INC Sold out -8,512-8.5k
BLACK POINT WEALTH MANAGEMENT Sold out -7,470-7.5k
UBS Group AG Sold out -5,197-5.2k
Aurora Private Wealth, Inc. Sold out -4,849-4.8k

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, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 530,507530.5k $26.5m $26.5m 0.01% Added +470.6k +470,596
2 FOCUS Wealth Advisors, LLC 12.47% of their portfolio HOUSTON, TX 479,491479.5k $24.0m $24.0m 12.47% Added +1.9k +1,922
3 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 378,358378.4k $18.9m $18.9m 0.03% Added +275.4k +275,383
4 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 375,050375.1k $18.8m $18.8m 0.02% Added +29.4k +29,438
5 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 253,436253.4k $12.7m $12.7m 0.00% Added +17.4k +17,361
6 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 235,290235.3k $11.8m $11.8m 0.01% Added +149.5k +149,544
7 ASSETMARK, INC 0.02% of their portfolio CONCORD, CA 184,560184.6k $9.2m $9.2m 0.02% Added +43.5k +43,491
8 CWM, LLC 0.03% of their portfolio OMAHA, NE 182,509182.5k $9.1m $9.1m 0.03% Added +7.2k +7,153
9 Keystone Wealth Services, LLC 2.15% of their portfolio PALM DESERT, CA 178,469178.5k $8.9m $8.9m 2.15% Added +16.5k +16,457
10 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 170,819170.8k $8.4m $8.4m 0.02% Added +82.6k +82,573
11 STEPHENS INC /AR/ 0.11% of their portfolio LITTLE ROCK, AR 161,059161.1k $8.1m $8.1m 0.11% Reduced -1.3k -1,264
12 REAP Financial Group, LLC 1.86% of their portfolio AUSTIN, TX 158,221158.2k $7.9m $7.9m 1.86% Reduced -54.2k -54,181
13 Bison Wealth, LLC 0.54% of their portfolio ATLANTA, GA 137,164137.2k $6.9m $6.9m 0.54% Reduced -28.8k -28,785
14 CreativeOne Wealth, LLC 0.15% of their portfolio OVERLAND PARK, KS 115,626115.6k $5.8m $5.8m 0.15% Added +110.8k +110,786
15 Tanglewood Legacy Advisors, LLC 2.28% of their portfolio HOUSTON, TX 110,905110.9k $5.5m $5.5m 2.28% Reduced -3.0k -3,043
16 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 104,230104.2k $5.2m $5.2m 0.00% Reduced -3.3k -3,305
17 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 104,042104.0k $5.2m $5.2m 0.03% Added +20.9k +20,938
18 FSB PREMIER WEALTH MANAGEMENT, INC. 1.34% of their portfolio WATERLOO, IA 74,91274.9k $3.7m $3.7m 1.34% Reduced -4.6k -4,646
19 Ignite Planners, LLC 0.63% of their portfolio SAN CLEMENTE, CA 71,25771.3k $3.6m $3.6m 0.63% Added +1.5k +1,500
20 WESPAC Advisors SoCal, LLC 0.79% of their portfolio Pasadena, CA 70,62470.6k $3.5m $3.5m 0.79% Reduced -93.1k -93,082
21 Main Street Financial Solutions, LLC 0.23% of their portfolio NEWTOWN, PA 63,37863.4k $3.2m $3.2m 0.23% Reduced -465 -465
22 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 52,09252.1k $2.6m $2.6m 0.01% Added +7.1k +7,085
23 Signal Advisors Wealth, LLC 0.20% of their portfolio DETROIT, MI 50,33250.3k $2.5m $2.5m 0.20% Added +2.5k +2,464
24 Clear Creek Financial Management, LLC 0.21% of their portfolio SILVERDALE, WA 44,68544.7k $2.2m $2.2m 0.21% New
25 Integrated Advisors Network LLC 0.10% of their portfolio DALLAS, TX 42,14142.1k $2.1m $2.1m 0.10% Added +993 +993
26 Sloy Dahl & Holst, LLC 0.29% of their portfolio Vancouver, WA 42,04542.0k $2.1m $2.1m 0.29% Reduced -295 -295
27 Atria Investments, Inc 0.02% of their portfolio Charlotte, NC 41,39541.4k $2.1m $2.1m 0.02% New
28 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 40,35540.4k $2.0m $2.0m 0.01% Added +3.2k +3,242
29 SOA Wealth Advisors, LLC. 0.37% of their portfolio NEW YORK, NY 39,40039.4k $2.0m $2.0m 0.37% Added +9.7k +9,693
30 Clear Point Advisors Inc. 1.53% of their portfolio MELVILLE, NY 36,20836.2k $1.8m $1.8m 1.53% Unchanged
31 FWG Investments, LLC. 1.25% of their portfolio LEXINGTON, KY 32,89632.9k $1.6m $1.6m 1.25% New
32 Integrity Financial Corp /WA 0.80% of their portfolio JACKSON, WY 31,46931.5k $1.6m $1.6m 0.80% Added +7.4k +7,438
33 1776 Wealth LLC 0.59% of their portfolio ATLANTA, GA 28,75728.8k $1.4m $1.4m 0.59% Unchanged
34 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 28,15728.2k $1.4m $1.4m 0.00% Added +152 +152
35 Accel Wealth Management 0.45% of their portfolio WAVERLY, IA 26,96527.0k $1.3m $1.3m 0.45% Reduced -100 -100
36 Grantvest Financial Group LLC 0.98% of their portfolio MATAWAN, NJ 26,51226.5k $1.3m $1.3m 0.98% Added +4.4k +4,417
37 FOUNDERS FINANCIAL SECURITIES LLC 0.10% of their portfolio TOWSON, MD 25,74225.7k $1.3m $1.3m 0.10% Added +3.0k +3,032
38 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 25,42425.4k $1.3m $1.3m 0.00% Added +6.0k +6,038
39 PRINCIPAL SECURITIES, INC. 0.02% of their portfolio DES MOINES, IA 24,86524.9k $1.2m $1.2m 0.02% Added +3.4k +3,424
40 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 24,39624.4k $1.2m $1.2m 0.00% New
41 McKinley Carter Wealth Services, Inc. 0.07% of their portfolio WHEELING, WV 23,92123.9k $1.2m $1.2m 0.07% Unchanged
42 HARBOUR INVESTMENTS, INC. 0.03% of their portfolio MADISON, WI 22,98523.0k $1.1m $1.1m 0.03% Added +3.0k +2,998
43 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 22,93522.9k $1.1m $1.1m 0.00% New
44 Farther Finance Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 21,18221.2k $1.1m $1.1m 0.02% Reduced -50 -50
45 Harvest Investment Services, LLC 0.23% of their portfolio Oakbrook Terrace, IL 20,84820.8k $1.0m $1.0m 0.23% Added +7.6k +7,599
46 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 17,98318.0k $899.7k $899.7k 0.00% Added +335 +335
47 Focus Financial Network, Inc. 0.04% of their portfolio MINNEAPOLIS, MN 17,94717.9k $897.9k $897.9k 0.04% New
48 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 17,01517.0k $851.0k $851.0k 0.00% Added +2.3k +2,252
49 KINGSWOOD WEALTH ADVISORS, LLC 0.07% of their portfolio SAN DIEGO, CA 16,84716.8k $842.9k $842.9k 0.07% Added +638 +638
50 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 16,70016.7k $835.5k $835.5k 0.01% Added +9.0k +9,017
51 TRANSCEND CAPITAL ADVISORS, LLC 0.06% of their portfolio MADISON, NJ 16,60216.6k $830.6k $830.6k 0.06% Added +6.0k +5,985
52 THOROUGHBRED FINANCIAL SERVICES, LLC 0.06% of their portfolio BRENTWOOD, TN 16,58916.6k $829.0k $829.0k 0.06% Unchanged
53 Fragasso Financial Advisors Inc 0.05% of their portfolio SEWICKLEY, PA 16,28416.3k $814.7k $814.7k 0.05% Added +3.8k +3,848
54 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 15,66015.7k $783.5k $783.5k 0.01% Reduced -1.7k -1,695
55 McCarthy & Cox 0.20% of their portfolio MARYSVILLE, OH 15,58415.6k $779.7k $779.7k 0.20% Reduced -1.6k -1,627
56 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 15,57915.6k $783.3k $783.3k 0.00% Added +2.0k +2,036
57 DHJJ Financial Advisors, Ltd. 0.27% of their portfolio NAPERVILLE, IL 14,78014.8k $739.4k $739.4k 0.27% Added +5.6k +5,551
58 Modern Wealth Management, LLC 0.02% of their portfolio KANSAS CITY, MO 14,65114.7k $733.0k $733.0k 0.02% Reduced -1.9k -1,855
59 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.12% of their portfolio BLUE BELL, PA 14,43114.4k $722.0k $722.0k 0.12% Reduced -174 -174
60 TFB Advisors LLC 0.18% of their portfolio OVERLAND PARK, KS 14,06314.1k $703.6k $703.6k 0.18% Reduced -3.1k -3,091
61 MGO ONE SEVEN LLC 0.02% of their portfolio Beachwood, OH 13,99314.0k $700.1k $700.1k 0.02% Added +4.3k +4,314
62 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 13,70113.7k $685.5k $685.5k 0.00% Added +4.0k +3,990
63 Geneos Wealth Management Inc. 0.02% of their portfolio ENGLEWOOD, CO 13,44913.4k $672.9k $672.9k 0.02% Reduced -4.5k -4,483
64 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.02% of their portfolio LOS ANGELES, CA 13,32113.3k $666.5k $666.5k 0.02% Unchanged
65 CoreCap Advisors, LLC 0.03% of their portfolio SOUTHFIELD, MI 13,11713.1k $656.2k $656.2k 0.03% Added +972 +972
66 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 12,62312.6k $631.5k $631.5k 0.00% Added +1.0k +1,019
67 VestGen Investment Management 0.42% of their portfolio EGG HARBOR TOWNSHIP, NJ 11,69811.7k $585.3k $585.3k 0.42% New
68 Gallagher Fiduciary Advisors, LLC 0.02% of their portfolio ROLLING MEADOWS, IL 11,52711.5k $576.7k $576.7k 0.02% New
69 Mariner, LLC 0.00% of their portfolio Overland Park, KS 11,07811.1k $554.2k $554.2k 0.00% Reduced -325 -325
70 WORLD EQUITY GROUP, INC. 0.15% of their portfolio SCHAUMBURG, IL 11,06411.1k $553.5k $553.5k 0.15% New
71 WEALTHGARDEN F.S. LLC 0.46% of their portfolio EL SEGUNDO, CA 10,93810.9k $554.7k $554.7k 0.46% Unchanged
72 CENTAURUS FINANCIAL, INC. 0.03% of their portfolio ANAHEIM, CA 10,91510.9k $546.0k $546.0k 0.03% Added +701 +701
73 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 10,28510.3k $514.6k $514.6k 0.00% Unchanged
74 Wood Tarver Financial Group, LLC 0.15% of their portfolio BOISE, ID 10,04610.0k $502.0k $502.0k 0.15% Added +7.1k +7,082
75 Maridea Wealth Management LLC 0.13% of their portfolio BROOKLYN, NY 9,8609.9k $493.3k $493.3k 0.13% New
76 Ameritas Advisory Services, LLC 0.03% of their portfolio Lincoln, NE 9,8219.8k $491.3k $491.3k 0.03% Reduced -2.5k -2,458
77 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 9,7659.8k $488.5k $488.5k 0.00% Added +6.6k +6,645
78 Lion Street Advisors, LLC 0.15% of their portfolio Austin, TX 9,7009.7k $485.3k $485.3k 0.15% Reduced -2.1k -2,141
79 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 9,2459.2k $462.5k $462.5k 0.01% New
80 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 8,2798.3k $414.2k $414.2k 0.01% Reduced -95 -95
81 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 8,2378.2k $412.1k $412.1k 0.01% Added +2.5k +2,500
82 Sunbelt Securities, Inc. 0.03% of their portfolio HOUSTON, TX 8,1818.2k $388.0k $388.0k 0.03% Unchanged
83 LEGACY SOLUTIONS, LLC 0.38% of their portfolio KENNETT SQUARE, PA 7,9858.0k $399.5k $399.5k 0.38% Added +2.3k +2,341
84 Sowell Financial Services LLC 0.02% of their portfolio NORTH LITTLE ROCK, AR 7,7387.7k $387.1k $387.1k 0.02% Reduced -345 -345
85 Advisor Resource Council 0.19% of their portfolio DALLAS, TX 7,5737.6k $378.9k $378.9k 0.19% Reduced -27.9k -27,950
86 Beacon Financial Advisory LLC 0.10% of their portfolio CLEVELAND, OH 7,5007.5k $375.2k $375.2k 0.10% New
87 ARBOR CAPITAL MANAGEMENT INC /ADV 0.29% of their portfolio ANCHORAGE, AK 6,5436.5k $329.4k $329.4k 0.29% Added +1.6k +1,618
88 NOVEM GROUP 0.04% of their portfolio Rochester, NY 6,3646.4k $318.4k $318.4k 0.04% Added +1.5k +1,500
89 Foguth Wealth Management, LLC. 0.07% of their portfolio BRIGHTON, MI 6,3306.3k $316.7k $316.7k 0.07% New
90 Foundations Investment Advisors, LLC 0.00% of their portfolio PHOENIX, AZ 6,0946.1k $304.9k $304.9k 0.00% New
91 ForthRight Wealth Management, LLC 0.09% of their portfolio ALPHARETTA, GA 6,0356.0k $301.9k $301.9k 0.09% Unchanged
92 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 5,9175.9k $301.1k $301.1k 0.01% New
93 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 5,3005.3k $265.2k $265.2k 0.00% Unchanged
94 Kingsview Wealth Management, LLC 0.00% of their portfolio GRANTS PASS, OR 4,9014.9k $245.2k $245.2k 0.00% Unchanged
95 Prosperity Consulting Group, LLC 0.02% of their portfolio OWINGS MILLS, MD 4,8304.8k $241.6k $241.6k 0.02% Reduced -350 -350
96 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 4,6634.7k $233.3k $233.3k 0.00% Reduced -760 -760
97 UPTICK PARTNERS, LLC 0.06% of their portfolio NACOGDOCHES, TX 4,4904.5k $224.6k $224.6k 0.06% New
98 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 4,3014.3k $215.2k $215.2k 0.01% New
99 Concurrent Investment Advisors, LLC 0.00% of their portfolio Tampa, FL 4,2544.3k $212.8k $212.8k 0.00% New
100 MBL Wealth, LLC 0.02% of their portfolio CHARLOTTE, NC 4,1614.2k $208.2k $208.2k 0.02% Reduced -504 -504