Vault-13

FIRST TR EXCHNG TRADED FD VI BUFR

FT VEST LADDERED · ETP · CUSIP 33740F755

149 institutional holders +16 vs Q4 2022
28,263,14928.3m shares reported held*
$663.2mreported value*
24 new 69 added 38 reduced 10 sold out net bought ≈ $38.0m (+1.6m 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 ($143.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $23.47.

Trends to Q1 2023

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 120Q4 22: 133Q1 23: 149149Q3 22Q4 22Q1 23
Numbers
QuarterHolders
Q3 2022120
Q4 2022133
Q1 2023149

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 22: 80 bought or addedQ4 22: 50 cut or sold outQ4 22Q1 23: 93 bought or addedQ1 23: 48 cut or sold outQ1 23
Numbers
QuarterBought or addedCut or sold out
Q4 20228050
Q1 20239348

Biggest buyers

SimpliFi, Inc. New +421,818+421.8k
Janney Montgomery Scott LLC Added +407,044+407.0k
COLUMBIA ADVISORY PARTNERS LLC New +397,619+397.6k
ROYAL BANK OF CANADA Added +256,134+256.1k
CWM, LLC Added +199,314+199.3k
Atria Wealth Solutions, Inc. Added +163,148+163.1k
Key Financial Inc Added +161,063+161.1k
Brookstone Capital Management Added +160,775+160.8k
Ameritas Advisory Services, LLC Added +157,133+157.1k
Cetera Investment Advisers Added +147,921+147.9k

Biggest sellers

WealthPlan Investment Management, LLC Reduced -674,125-674.1k
WealthPLAN Partners, LLC Reduced -441,534-441.5k
Kestra Advisory Services, LLC Reduced -405,563-405.6k
ENVESTNET ASSET MANAGEMENT INC Reduced -259,091-259.1k
Private Advisory Group LLC Reduced -114,047-114.0k
MONEY CONCEPTS CAPITAL CORP Reduced -105,571-105.6k
Clarus Group, Inc. Reduced -72,015-72.0k
Arkadios Wealth Advisors Reduced -67,447-67.4k
Sound View Wealth Advisors Group, LLC Sold out -66,009-66.0k
GOLDMAN SACHS GROUP INC Sold out -51,484-51.5k

Holders, Q1 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 COMMONWEALTH EQUITY SERVICES, LLC 0.13% of their portfolio WALTHAM, MA 2,540,2632.5m $59.6m $59.6m 0.13% Added +26.3k +26,271
2 OSAIC HOLDINGS, INC. 0.09% of their portfolio SCOTTSDALE, AZ 1,943,7821.9m $45.6m $45.6m 0.09% Added +91.1k +91,103
3 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 1,549,4961.5m $36.4m $36.4m 0.02% Reduced -259.1k -259,091
4 Cetera Investment Advisers 0.26% of their portfolio SCHAUMBURG, IL 1,286,2911.3m $30.2m $30.2m 0.26% Added +147.9k +147,921
5 Tradition Wealth Management, LLC 3.29% of their portfolio EDINA, MN 1,139,7581.1m $26.5m $26.5m 3.29% Added +57.9k +57,868
6 Atria Wealth Solutions, Inc. 0.38% of their portfolio NEW YORK, NY 1,089,6441.1m $25.6m $25.6m 0.38% Added +163.1k +163,148
7 Janney Montgomery Scott LLC 0.08% of their portfolio PHILADELPHIA, PA 863,387863.4k $20.3m $20.3m 0.08% Added +407.0k +407,044
8 AE Wealth Management LLC 0.13% of their portfolio TOPEKA, KS 846,786846.8k $19.9m $19.9m 0.13% Added +20.8k +20,781
9 Arkadios Wealth Advisors 2.32% of their portfolio ATLANTA, GA 829,257829.3k $19.5m $19.5m 2.32% Reduced -67.4k -67,447
10 WealthPLAN Partners, LLC 1.74% of their portfolio OMAHA, NE 651,469651.5k $15.3m $15.3m 1.74% Reduced -441.5k -441,534
11 MML INVESTORS SERVICES, LLC 0.09% of their portfolio SPRINGFIELD, MA 570,359570.4k $13.4m $13.4m 0.09% Added +80.9k +80,943
12 TOWNSQUARE CAPITAL LLC 0.28% of their portfolio Lehi, UT 534,679534.7k $12.5m $12.5m 0.28% Added +16.3k +16,296
13 Cambridge Investment Research Advisors, Inc. 0.06% of their portfolio FAIRFIELD, IA 523,501523.5k $12.3m $12.3m 0.06% Added +68.2k +68,197
14 Cetera Advisors LLC 0.20% of their portfolio DENVER, CO 519,399519.4k $12.2m $12.2m 0.20% Added +60.2k +60,240
15 Sweet Financial Partners, LLC 3.33% of their portfolio FAIRMONT, MN 513,224513.2k $12.0m $12.0m 3.33% Reduced -6.7k -6,706
16 HighTower Advisors, LLC 0.03% of their portfolio CHICAGO, IL 489,642489.6k $11.5m $11.5m 0.03% Reduced -2.3k -2,259
17 FDx Advisors, Inc. 0.47% of their portfolio BERWYN, PA 484,366484.4k $10.8m $10.8m 0.47% Unchanged
18 HARBOUR INVESTMENTS, INC. 0.58% of their portfolio MADISON, WI 455,806455.8k $10.7m $10.7m 0.58% Added +41.1k +41,141
19 SimpliFi, Inc. 4.87% of their portfolio SAN DIEGO, CA 421,818421.8k $9.9m $9.9m 4.87% New
20 WealthPlan Investment Management, LLC 1.69% of their portfolio OMAHA, NE 418,669418.7k $9.8m $9.8m 1.69% Reduced -674.1k -674,125
21 CWM, LLC 0.07% of their portfolio OMAHA, NE 417,977418.0k $9.8m $9.8m 0.07% Added +199.3k +199,314
22 RFG Advisory, LLC 0.47% of their portfolio BIRMINGHAM, AL 412,802412.8k $9.7m $9.7m 0.47% Added +47.6k +47,624
23 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 411,239411.2k $9.7m $9.7m 0.00% Added +256.1k +256,134
24 COLUMBIA ADVISORY PARTNERS LLC 8.80% of their portfolio SPOKANE, WA 397,619397.6k $9.3m $9.3m 8.80% New
25 Cetera Advisor Networks LLC 0.06% of their portfolio EL SEGUNDO, CA 357,996358.0k $8.4m $8.4m 0.06% Added +95.0k +94,957
26 NorthRock Partners, LLC 0.84% of their portfolio MINNEAPOLIS, MN 338,139338.1k $7.9m $7.9m 0.84% Added +31.2k +31,194
27 Tower Wealth Partners, Inc. 6.39% of their portfolio LEWISBURG, PA 326,128326.1k $7.7m $7.7m 6.39% Added +4.1k +4,136
28 Drake & Associates, LLC 3.24% of their portfolio WAUKESHA, WI 282,892282.9k $6.6m $6.6m 3.24% Added +10.3k +10,283
29 CENTAURUS FINANCIAL, INC. 0.53% of their portfolio ANAHEIM, CA 282,283282.3k $6.6m $6.6m 0.53% Added +4.5k +4,473
30 Clarus Group, Inc. 6.05% of their portfolio HOUSTON, TX 274,553274.6k $6.4m $6.4m 6.05% Reduced -72.0k -72,015
31 Ameritas Advisory Services, LLC 0.31% of their portfolio Lincoln, NE 261,900261.9k $6.2m $6.2m 0.31% Added +157.1k +157,133
32 Triton Wealth Management, PLLC 3.87% of their portfolio SUN CITY, AZ 258,416258.4k $6.3m $6.3m 3.87% Added +75.1k +75,124
33 KESTRA PRIVATE WEALTH SERVICES, LLC 0.24% of their portfolio AUSTIN, TX 255,982256.0k $6.0m $6.0m 0.24% Added +48.3k +48,287
34 Key Financial Inc 1.97% of their portfolio WEST CHESTER, PA 230,837230.8k $5.4m $5.4m 1.97% Added +161.1k +161,063
35 OneDigital Investment Advisors LLC 0.12% of their portfolio OVERLAND PARK, KS 220,839220.8k $5.2m $5.2m 0.12% Reduced -13.2k -13,167
36 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 201,829201.8k $4.7m $4.7m 0.00% Added +9.4k +9,359
37 Pitti Group Wealth Management, LLC 5.22% of their portfolio VICTOR, NY 199,196199.2k $4.7m $4.7m 5.22% Reduced -1.3k -1,302
38 Meridian Wealth Management, LLC 0.40% of their portfolio LEXINGTON, KY 195,048195.0k $4.6m $4.6m 0.40% Added +38.3k +38,267
39 Denver PWM, LLC 1.95% of their portfolio DENVER, CO 187,409187.4k $4.4m $4.4m 1.95% Added +137 +137
40 Kestra Advisory Services, LLC 0.05% of their portfolio AUSTIN, TX 185,379185.4k $4.4m $4.4m 0.05% Reduced -405.6k -405,563
41 Kingsview Wealth Management, LLC 0.18% of their portfolio GRANTS PASS, OR 181,739181.7k $4.3m $4.3m 0.18% Added +14.0k +13,974
42 RiverTree Advisors, LLC 3.04% of their portfolio WINTER PARK, FL 180,092180.1k $4.2m $4.2m 3.04% Added +26.8k +26,831
43 AIFG Consultants Ltd. 3.48% of their portfolio HALFMOON, NY 174,913174.9k $4.1m $4.1m 3.48% Added +36.7k +36,661
44 Brookstone Capital Management 0.08% of their portfolio WHEATON, IL 172,731172.7k $4.1m $4.1m 0.08% Added +160.8k +160,775
45 Sigma Planning Corp 0.13% of their portfolio ANN ARBOR, MI 166,932166.9k $3.9m $3.9m 0.13% Reduced -16.9k -16,851
46 Freedom Investment Management, Inc. 0.44% of their portfolio SOUTH WINDSOR, CT 165,239165.2k $3.9m $3.9m 0.44% Reduced -10.0k -9,980
47 Truadvice, LLC 1.54% of their portfolio SARASOTA, FL 164,273164.3k $3.9m $3.9m 1.54% Reduced -4.3k -4,349
48 NewEdge Advisors, LLC 0.05% of their portfolio NEW ORLEANS, LA 154,635154.6k $3.6m $3.6m 0.05% Added +73.9k +73,936
49 Trail Ridge Investment Advisors, LLC 2.20% of their portfolio FORT COLLINS, CO 143,455143.5k $3.4m $3.4m 2.20% Added +14.4k +14,419
50 Private Advisory Group LLC 0.67% of their portfolio REDMOND, WA 134,509134.5k $3.2m $3.2m 0.67% Reduced -114.0k -114,047
51 USAdvisors Wealth Management, LLC 1.29% of their portfolio EDEN PRAIRIE, MN 115,577115.6k $2.7m $2.7m 1.29% Reduced -5.6k -5,597
52 Madrona Financial Services, LLC 1.45% of their portfolio EVERETT, WA 114,947114.9k $2.7m $2.7m 1.45% Added +2.2k +2,201
53 First Heartland Consultants, Inc. 0.36% of their portfolio LAKE ST. LOUIS, MO 103,016103.0k $2.4m $2.4m 0.36% Added +46.0k +46,031
54 Integrity Financial Corp /WA 1.98% of their portfolio JACKSON, WY 102,858102.9k $2.4m $2.4m 1.98% Added +7.8k +7,841
55 Integrated Advisors Network LLC 0.14% of their portfolio DALLAS, TX 100,532100.5k $2.4m $2.4m 0.14% Added +5.9k +5,900
56 Simplicity Solutions, LLC 0.06% of their portfolio MINNEAPOLIS, MN 96,29796.3k $2.3m $2.3m 0.06% Added +4.8k +4,790
57 Quantitative Advantage, LLC 0.32% of their portfolio MINNETONKA, MN 93,29093.3k $2.2m $2.2m 0.32% Reduced -8.6k -8,578
58 Consolidated Portfolio Review Corp 0.58% of their portfolio WOODBURY, NY 90,62490.6k $2.1m $2.1m 0.58% First filing
59 StoneX Group Inc. 0.21% of their portfolio NEW YORK, NY 80,75280.8k $1.9m $1.9m 0.21% Reduced -5.1k -5,064
60 Navalign, LLC 0.79% of their portfolio ENCINO, CA 80,51880.5k $1.9m $1.9m 0.79% Added +11.0k +10,955
61 Dynamic Advisor Solutions LLC 0.11% of their portfolio PHOENIX, AZ 77,82277.8k $1.8m $1.8m 0.11% Added +27.0k +26,990
62 IFP Advisors, Inc 0.07% of their portfolio TAMPA, FL 77,68577.7k $1.6m $1.6m 0.07% Reduced -46.7k -46,705
63 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 76,88176.9k $1.8m $1.8m 0.00% New
64 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.14% of their portfolio BIRMINGHAM, AL 76,37176.4k $1.8m $1.8m 0.14% Added +8.5k +8,476
65 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 63,67163.7k $1.5m $1.5m 0.02% Added +30.5k +30,533
66 Alliance Wealth Advisors, LLC 1.10% of their portfolio SCRANTON, PA 62,67762.7k $1.5m $1.5m 1.10% Reduced -72 -72
67 Kovack Advisors, Inc. 0.20% of their portfolio FT. LAUDERDALE, FL 61,77261.8k $1.4m $1.4m 0.20% Added +3.9k +3,879
68 NWF Advisory Services Inc. 0.35% of their portfolio Los Angeles, CA 61,10061.1k $1.5m $1.5m 0.35% First filing
69 McKinley Carter Wealth Services, Inc. 0.11% of their portfolio WHEELING, WV 60,71560.7k $1.4m $1.4m 0.11% Added +12.5k +12,455
70 AVANTAX ADVISORY SERVICES, INC. 0.02% of their portfolio DALLAS, TX 54,04854.0k $1.3m $1.3m 0.02% Added +31.9k +31,937
71 RDA Financial Network 0.56% of their portfolio AKRON, IA 52,72352.7k $1.2m $1.2m 0.56% Reduced -649 -649
72 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 50,55750.6k $1.2m $1.2m 0.00% New
73 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 50,10950.1k $1.2m $1.2m 0.00% Added +36.4k +36,394
74 STEPHENS INC /AR/ 0.02% of their portfolio LITTLE ROCK, AR 47,21047.2k $1.1m $1.1m 0.02% Reduced -6.3k -6,325
75 Western Wealth Management, LLC 0.10% of their portfolio GOLDEN, CO 46,32946.3k $1.1m $1.1m 0.10% Added +266 +266
76 Cambridge Advisors Inc. 0.27% of their portfolio OMAHA, NE 45,46745.5k $1.1m $1.1m 0.27% Added +9.0k +9,000
77 IAMS WEALTH MANAGEMENT, LLC 0.86% of their portfolio OMAHA, NE 44,71344.7k $1.0m $1.0m 0.86% Added +6.5k +6,450
78 Atria Investments, Inc 0.02% of their portfolio Charlotte, NC 43,21443.2k $1.0m $1.0m 0.02% New
79 Ascension Capital Advisors, Inc. 0.75% of their portfolio Houston, TX 41,56441.6k $975.5k $975.5k 0.75% Reduced -178 -178
80 Lion Street Advisors, LLC 0.30% of their portfolio Austin, TX 41,42841.4k $972.3k $972.3k 0.30% New
81 HBW ADVISORY SERVICES LLC 0.24% of their portfolio SIMI VALLEY, CA 41,22641.2k $967.0k $967.0k 0.24% Added +5.8k +5,838
82 Pine Valley Investments Ltd Liability Co 0.14% of their portfolio MARLTON, NJ 39,89339.9k $943.5k $943.5k 0.14% First filing
83 Patriot Financial Group Insurance Agency, LLC 0.19% of their portfolio Westborough, MA 39,64239.6k $930.4k $930.4k 0.19% Reduced -37.3k -37,262
84 Snowden Capital Advisors LLC 0.04% of their portfolio New York, NY 39,15939.2k $919.1k $919.1k 0.04% Added +8.7k +8,736
85 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 37,51937.5k $880.6k $880.6k 0.00% Added +9.8k +9,846
86 Mutual Advisors, LLC 0.03% of their portfolio OMAHA, NE 35,37635.4k $830.3k $830.3k 0.03% Added +1.4k +1,380
87 WORLD EQUITY GROUP, INC. 0.10% of their portfolio SCHAUMBURG, IL 34,60834.6k $646.9k $646.9k 0.10% Added +11.8k +11,798
88 CreativeOne Wealth, LLC 0.04% of their portfolio OVERLAND PARK, KS 33,16133.2k $778.0k $778.0k 0.04% New
89 Clear Creek Financial Management, LLC 0.14% of their portfolio SILVERDALE, WA 30,73430.7k $721.3k $721.3k 0.14% Reduced -23.9k -23,856
90 Strategic Blueprint, LLC 0.07% of their portfolio ATLANTA, GA 30,34530.3k $712.2k $712.2k 0.07% Added +420 +420
91 L.M. KOHN & COMPANY 0.29% of their portfolio CINCINNATI, OH 30,10830.1k $706.6k $706.6k 0.29% New
92 HBK Sorce Advisory LLC 0.03% of their portfolio ERIE, PA 29,74829.7k $698.2k $698.2k 0.03% Reduced -35.1k -35,076
93 Regal Investment Advisors LLC 0.06% of their portfolio KENTWOOD, MI 28,91428.9k $678.6k $678.6k 0.06% Added +3.1k +3,051
94 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 28,66828.7k $672.8k $672.8k 0.01% New
95 Claro Advisors Inc. 0.19% of their portfolio BOSTON, MA 28,14428.1k $660.5k $660.5k 0.19% Reduced -126 -126
96 WEDBUSH SECURITIES INC 0.03% of their portfolio PASADENA, CA 27,89927.9k $655.0k $655.0k 0.03% Unchanged
97 Aptus Capital Advisors, LLC 0.02% of their portfolio FAIRHOPE, AL 26,73726.7k $627.5k $627.5k 0.02% Added +22.0k +22,007
98 Castleview Partners, LLC 0.55% of their portfolio DALLAS, TX 26,41126.4k $619.9k $619.9k 0.55% Unchanged
99 BOKF, NA 0.01% of their portfolio TULSA, OK 26,30026.3k $617.3k $617.3k 0.01% Unchanged
100 Stratos Wealth Partners, LTD. 0.02% of their portfolio BEACHWOOD, OH 25,41325.4k $596.4k $596.4k 0.02% Added +1.3k +1,339