Vault-13

FIRST TR EXCHNG TRADED FD VI BUFR

FT VEST LADDERED · ETP · CUSIP 33740F755

353 institutional holders +26 vs Q2 2024
148,562,960148.6m shares reported held*
$4.4bnreported value*
41 new 201 added 83 reduced 16 sold out net bought ≈ $524.6m (+17.4m 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 ($1.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $29.88.

Trends to Q3 2024

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 120Q4 22: 133Q1 23: 149Q2 23: 173Q3 23: 210Q4 23: 266Q1 24: 287Q2 24: 327Q3 24: 353353Q3 22Q1 23Q3 23Q1 24Q3 24
Numbers
QuarterHolders
Q3 2022120
Q4 2022133
Q1 2023149
Q2 2023173
Q3 2023210
Q4 2023266
Q1 2024287
Q2 2024327
Q3 2024353

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q4 22: 80 bought or addedQ4 22: 50 cut or sold outQ1 23: 93 bought or addedQ1 23: 48 cut or sold outQ1 23Q2 23: 116 bought or addedQ2 23: 49 cut or sold outQ3 23: 153 bought or addedQ3 23: 48 cut or sold outQ3 23Q4 23: 179 bought or addedQ4 23: 76 cut or sold outQ1 24: 199 bought or addedQ1 24: 90 cut or sold outQ1 24Q2 24: 226 bought or addedQ2 24: 88 cut or sold outQ3 24: 242 bought or addedQ3 24: 99 cut or sold outQ3 24
Numbers
QuarterBought or addedCut or sold out
Q4 20228050
Q1 20239348
Q2 202311649
Q3 202315348
Q4 202317976
Q1 202419990
Q2 202422688
Q3 202424299

Biggest buyers

LPL Financial LLC Added +4,443,144+4.4m
CWM, LLC Added +1,359,761+1.4m
ROYAL BANK OF CANADA Added +1,059,359+1.1m
Cetera Investment Advisers Added +945,641+945.6k
COMMONWEALTH EQUITY SERVICES, LLC Added +862,804+862.8k
ENVESTNET ASSET MANAGEMENT INC Added +841,213+841.2k
Raymond James Financial Services Advisors, Inc. Added +674,424+674.4k
Amplius Wealth Advisors, LLC Added +578,271+578.3k
OSAIC HOLDINGS, INC. Added +501,466+501.5k
HARBOUR INVESTMENTS, INC. Added +402,779+402.8k

Biggest sellers

Simplicity Wealth,LLC Reduced -377,675-377.7k
BRASS TAX WEALTH MANAGEMENT, INC Reduced -349,882-349.9k
Prospera Financial Services Inc Reduced -332,095-332.1k
Concorde Asset Management, LLC Reduced -253,369-253.4k
Delta Investment Management, LLC Sold out -247,532-247.5k
Redhawk Wealth Advisors, Inc. Reduced -220,499-220.5k
Strategic Financial Concepts, LLC Reduced -185,917-185.9k
HighTower Advisors, LLC Reduced -172,734-172.7k
RFG Advisory, LLC Reduced -125,185-125.2k
MILESTONE ASSET MANAGEMENT, LLC Reduced -120,749-120.7k

Holders, Q3 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.45% of their portfolio FORT MILL, SC 34,010,92934.0m $1.0bn $1.0bn 0.45% Added +4.4m +4,443,144
2 Cetera Investment Advisers 0.54% of their portfolio SCHAUMBURG, IL 8,292,6368.3m $247.9m $247.9m 0.54% Added +945.6k +945,641
3 COMMONWEALTH EQUITY SERVICES, LLC 0.34% of their portfolio WALTHAM, MA 7,408,6637.4m $221.4m $221.4m 0.34% Added +862.8k +862,804
4 ENVESTNET ASSET MANAGEMENT INC 0.06% of their portfolio Berwyn, PA 6,245,0786.2m $186.7m $186.7m 0.06% Added +841.2k +841,213
5 OSAIC HOLDINGS, INC. 0.34% of their portfolio SCOTTSDALE, AZ 5,053,5555.1m $151.0m $151.0m 0.34% Added +501.5k +501,466
6 ROYAL BANK OF CANADA 0.03% of their portfolio TORONTO, A6 4,702,4814.7m $140.6m $140.6m 0.03% Added +1.1m +1,059,359
7 CWM, LLC 0.59% of their portfolio OMAHA, NE 4,588,1424.6m $137.1m $137.1m 0.59% Added +1.4m +1,359,761
8 Cambridge Investment Research Advisors, Inc. 0.30% of their portfolio FAIRFIELD, IA 2,964,0083.0m $88.6m $88.6m 0.30% Added +248.9k +248,913
9 MML INVESTORS SERVICES, LLC 0.31% of their portfolio SPRINGFIELD, MA 2,870,2082.9m $85.8m $85.8m 0.31% Added +174.4k +174,366
10 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.13% of their portfolio PLYMOUTH, MN 2,037,2152.0m $60.9m $60.9m 0.13% Added +354.9k +354,917
11 HARBOUR INVESTMENTS, INC. 1.77% of their portfolio MADISON, WI 1,963,2022.0m $58.7m $58.7m 1.77% Added +402.8k +402,779
12 Kestra Advisory Services, LLC 0.29% of their portfolio AUSTIN, TX 1,788,7581.8m $53.5m $53.5m 0.29% Reduced -34.8k -34,845
13 Janney Montgomery Scott LLC 0.15% of their portfolio PHILADELPHIA, PA 1,757,1821.8m $52.5m $52.5m 0.15% Added +20.2k +20,160
14 KESTRA PRIVATE WEALTH SERVICES, LLC 0.92% of their portfolio AUSTIN, TX 1,680,7561.7m $50.2m $50.2m 0.92% Added +176.6k +176,604
15 NewEdge Advisors, LLC 0.32% of their portfolio NEW ORLEANS, LA 1,659,9691.7m $49.6m $49.6m 0.32% Added +273.5k +273,461
16 IHT Wealth Management, LLC 1.29% of their portfolio Chicago, IL 1,526,8321.5m $45.6m $45.6m 1.29% Added +193.7k +193,702
17 Private Advisor Group, LLC 0.27% of their portfolio MORRISTOWN, NJ 1,477,9361.5m $44.2m $44.2m 0.27% Added +119.0k +119,020
18 TRUIST FINANCIAL CORP 0.06% of their portfolio CHARLOTTE, NC 1,336,6361.3m $40.0m $40.0m 0.06% Added +68.1k +68,095
19 Atria Wealth Solutions, Inc. 0.43% of their portfolio NEW YORK, NY 1,315,1401.3m $39.3m $39.3m 0.43% Added +105.1k +105,063
20 Aptus Capital Advisors, LLC 0.59% of their portfolio FAIRHOPE, AL 1,300,9231.3m $38.9m $38.9m 0.59% Added +88.1k +88,095
21 MILESTONE ASSET MANAGEMENT, LLC 8.48% of their portfolio PITTSBURGH, PA 1,260,7061.3m $37.7m $37.7m 8.48% Reduced -120.7k -120,749
22 GUARDIAN WEALTH ADVISORS, LLC / NC 3.94% of their portfolio RALEIGH, NC 1,217,2061.2m $36.4m $36.4m 3.94% Added +67.3k +67,260
23 Tradition Wealth Management, LLC 3.15% of their portfolio EDINA, MN 1,180,5661.2m $35.3m $35.3m 3.15% Reduced -3.8k -3,832
24 Creekmur Asset Management LLC 8.19% of their portfolio MORTON, IL 1,166,0261.2m $34.9m $34.9m 8.19% Added +72.5k +72,534
25 Hobart Private Capital, LLC 8.88% of their portfolio CHARLOTTE, NC 1,161,1911.2m $34.7m $34.7m 8.88% Added +49.9k +49,921
26 Brookstone Capital Management 0.51% of their portfolio WHEATON, IL 1,159,6851.2m $34.7m $34.7m 0.51% Added +4.2k +4,177
27 Gladstone Institutional Advisory LLC 1.56% of their portfolio Bedminster, NJ 1,068,0641.1m $31.9m $31.9m 1.56% Added +102.1k +102,126
28 Amplius Wealth Advisors, LLC 3.29% of their portfolio BLUE BELL, PA 1,008,3081.0m $30.1m $30.1m 3.29% Added +578.3k +578,271
29 Goldstone Financial Group, LLC 4.63% of their portfolio OAKBROOK TERRACE, IL 890,806890.8k $26.6m $26.6m 4.63% Added +93.2k +93,177
30 Hibernia Wealth Partners, LLC 9.08% of their portfolio BATON ROUGE, LA 876,250876.2k $26.2m $26.2m 9.08% Added +79.7k +79,738
31 Mariner, LLC 0.04% of their portfolio Overland Park, KS 844,920844.9k $25.3m $25.3m 0.04% Added +26.6k +26,637
32 Good Life Advisors, LLC 1.54% of their portfolio READING, PA 839,692839.7k $25.1m $25.1m 1.54% Added +62.1k +62,128
33 Sound View Wealth Advisors Group, LLC 1.88% of their portfolio SAVANNAH, GA 772,233772.2k $23.1m $23.1m 1.88% Added +179.4k +179,410
34 NorthRock Partners, LLC 0.74% of their portfolio MINNEAPOLIS, MN 747,406747.4k $22.3m $22.3m 0.74% Added +39.8k +39,804
35 StoneX Group Inc. 1.55% of their portfolio NEW YORK, NY 711,629711.6k $21.3m $21.3m 1.55% Added +29.1k +29,072
36 Raymond James Financial Services Advisors, Inc. 0.03% of their portfolio ST. PETERSBURG, FL 700,563700.6k $20.9m $20.9m 0.03% Added +674.4k +674,424
37 TOWNSQUARE CAPITAL LLC 0.24% of their portfolio Lehi, UT 670,850670.9k $20.1m $20.1m 0.24% Reduced -13.9k -13,888
38 Stratos Wealth Partners, LTD. 0.28% of their portfolio BEACHWOOD, OH 653,184653.2k $19.5m $19.5m 0.28% Added +40.3k +40,313
39 Integrated Wealth Concepts LLC 0.24% of their portfolio WALTHAM, MA 651,361651.4k $19.5m $19.5m 0.24% Reduced -9.7k -9,692
40 RFG Advisory, LLC 0.58% of their portfolio BIRMINGHAM, AL 637,192637.2k $19.0m $19.0m 0.58% Reduced -125.2k -125,185
41 GREAT VALLEY ADVISOR GROUP, INC. 0.46% of their portfolio WILMINGTON, DE 631,929631.9k $18.9m $18.9m 0.46% Added +76.8k +76,750
42 Coppell Advisory Solutions LLC 2.66% of their portfolio COPPELL, TX 606,514606.5k $18.1m $18.1m 2.66% Added +13.1k +13,129
43 Foundations Investment Advisors, LLC 0.37% of their portfolio PHOENIX, AZ 592,396592.4k $17.7m $17.7m 0.37% Added +10.5k +10,532
44 WealthPLAN Partners, LLC 2.34% of their portfolio OMAHA, NE 583,549583.5k $17.4m $17.4m 2.34% Reduced -34.5k -34,488
45 Ignite Planners, LLC 3.82% of their portfolio SAN CLEMENTE, CA 557,829557.8k $16.7m $16.7m 3.82% Added +172.0k +172,020
46 MONEY CONCEPTS CAPITAL CORP 1.26% of their portfolio PALM BEACH GARDENS, FL 556,300556.3k $16.6m $16.6m 1.26% Added +272.0k +271,987
47 Financial Network Wealth Advisors LLC 12.84% of their portfolio MURRAY, UT 520,101520.1k $15.5m $15.5m 12.84% Reduced -24.8k -24,813
48 Centennial Wealth Advisory LLC 5.78% of their portfolio Traverse City, MI 495,757495.8k $14.8m $14.8m 5.78% Reduced -10.9k -10,927
49 Equitable Holdings, Inc. 0.14% of their portfolio NEW YORK, NY 480,799480.8k $14.4m $14.4m 0.14% Added +147.7k +147,723
50 CreativeOne Wealth, LLC 0.48% of their portfolio OVERLAND PARK, KS 476,059476.1k $14.2m $14.2m 0.48% Added +154.9k +154,866
51 Sanctuary Advisors, LLC 0.09% of their portfolio INDIANAPOLIS, IN 458,099458.1k $14.0m $14.0m 0.09% Added +130.7k +130,678
52 Valtinson Bruner Financial Planning LLC 4.60% of their portfolio NEW BRIGHTON, MN 441,823441.8k $13.2m $13.2m 4.60% Added +114.0k +113,986
53 INDEPENDENT FINANCIAL GROUP, LLC 0.46% of their portfolio SAN DIEGO, CA 422,286422.3k $12.6m $12.6m 0.46% Added +108.1k +108,146
54 POM Investment Strategies, LLC 9.78% of their portfolio RALEIGH, NC 419,124419.1k $12.5m $12.5m 9.78% Added +1.6k +1,558
55 Sigma Planning Corp 0.38% of their portfolio ANN ARBOR, MI 418,913418.9k $12.5m $12.5m 0.38% Added +104.0k +103,987
56 Pitti Group Wealth Management, LLC 11.99% of their portfolio VICTOR, NY 414,739414.7k $11.0m $11.0m 11.99% Unchanged
57 Bleakley Financial Group, LLC 0.37% of their portfolio PARSIPPANY, NJ 408,356408.4k $12.2m $12.2m 0.37% Added +50.5k +50,451
58 Solitude Financial Services 5.18% of their portfolio CHARLOTTESVILLE, VA 405,773405.8k $12.1m $12.1m 5.18% Added +1.9k +1,941
59 Envestnet Portfolio Solutions, Inc. 0.04% of their portfolio BERWYN, PA 400,063400.1k $12.0m $12.0m 0.04% Added +84.5k +84,525
60 PSI Advisors, LLC 3.38% of their portfolio TAMPA, FL 386,244386.2k $11.5m $11.5m 3.38% Reduced -8.7k -8,691
61 Atria Investments, Inc 0.14% of their portfolio Charlotte, NC 384,717384.7k $11.5m $11.5m 0.14% Added +275.6k +275,595
62 SimpliFi, Inc. 5.09% of their portfolio SAN DIEGO, CA 384,285384.3k $11.5m $11.5m 5.09% Reduced -1.3k -1,341
63 Drake & Associates, LLC 3.69% of their portfolio WAUKESHA, WI 382,613382.6k $11.4m $11.4m 3.69% Added +13.7k +13,651
64 WealthPlan Investment Management, LLC 1.14% of their portfolio OMAHA, NE 376,855376.9k $11.3m $11.3m 1.14% Added +16.6k +16,568
65 Tower Wealth Partners, Inc. 6.45% of their portfolio LEWISBURG, PA 371,037371.0k $11.1m $11.1m 6.45% Reduced -22 -22
66 Key Financial Inc 2.45% of their portfolio WEST CHESTER, PA 370,748370.7k $11.1m $11.1m 2.45% Added +4.5k +4,514
67 Strategic Blueprint, LLC 0.69% of their portfolio ATLANTA, GA 368,637368.6k $11.0m $11.0m 0.69% Added +53.7k +53,713
68 Prospera Financial Services Inc 0.28% of their portfolio Dallas, TX 368,037368.0k $11.0m $11.0m 0.28% Reduced -332.1k -332,095
69 First Horizon Advisors, Inc. 0.30% of their portfolio MEMPHIS, TN 361,681361.7k $10.8m $10.8m 0.30% Added +7.4k +7,410
70 AVANTAX ADVISORY SERVICES, INC. 0.07% of their portfolio DALLAS, TX 359,723359.7k $10.8m $10.8m 0.07% Reduced -72.1k -72,052
71 Concurrent Investment Advisors, LLC 0.32% of their portfolio Tampa, FL 359,467359.5k $10.7m $10.7m 0.32% Reduced -1.8k -1,817
72 Concorde Asset Management, LLC 5.92% of their portfolio ANN ARBOR, MI 350,902350.9k $10.5m $10.5m 5.92% Reduced -253.4k -253,369
73 IFG Advisory, LLC 0.67% of their portfolio ATLANTA, GA 350,509350.5k $10.5m $10.5m 0.67% Added +27.5k +27,540
74 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 347,511347.5k $10.4m $10.4m 0.01% Reduced -172.7k -172,734
75 ABLE Financial Group, LLC 3.16% of their portfolio SCOTTSDALE, AZ 342,285342.3k $10.2m $10.2m 3.16% Added +16.5k +16,539
76 Schulz Wealth, LTD. 7.58% of their portfolio MANSFIELD, TX 327,928327.9k $9.8m $9.8m 7.58% Added +9.5k +9,494
77 Meridian Wealth Management, LLC 0.48% of their portfolio LEXINGTON, KY 324,404324.4k $9.7m $9.7m 0.48% Added +15.4k +15,390
78 OPPENHEIMER & CO INC 0.15% of their portfolio NEW YORK, NY 322,014322.0k $9.6m $9.6m 0.15% Added +161.1k +161,050
79 RiverTree Advisors, LLC 6.39% of their portfolio WINTER PARK, FL 315,186315.2k $9.4m $9.4m 6.39% Reduced -13.3k -13,265
80 Triton Wealth Management, PLLC 5.15% of their portfolio SUN CITY, AZ 304,469304.5k $9.1m $9.1m 5.15% Reduced -480 -480
81 Apollon Wealth Management, LLC 0.26% of their portfolio MOUNT PLEASANT, SC 304,369304.4k $9.1m $9.1m 0.26% Added +133.4k +133,351
82 CENTAURUS FINANCIAL, INC. 0.56% of their portfolio ANAHEIM, CA 294,081294.1k $8.8m $8.8m 0.56% Reduced -5.7k -5,729
83 Mach-1 Financial Group, LLC 5.36% of their portfolio Rogers, AR 292,394292.4k $8.7m $8.7m 5.36% Added +22.8k +22,776
84 Chris Bulman Inc 5.86% of their portfolio ROSEVILLE, CA 288,220288.2k $8.6m $8.6m 5.86% Reduced -38.6k -38,614
85 HBW ADVISORY SERVICES LLC 1.22% of their portfolio SIMI VALLEY, CA 278,815278.8k $8.3m $8.3m 1.22% Added +183.7k +183,654
86 TWIN PEAKS WEALTH ADVISORS, LLC 3.82% of their portfolio SAN FRANCISCO, CA 277,465277.5k $8.3m $8.3m 3.82% Added +28.0k +27,953
87 KICKSTAND VENTURES, LLC. 2.09% of their portfolio PITTSFORD, NY 274,501274.5k $8.2m $8.2m 2.09% New
88 Rockefeller Capital Management L.P. 0.02% of their portfolio NEW YORK, NY 274,173274.2k $8.2m $8.2m 0.02% Added +23.0k +22,957
89 Ergawealth Advisors, Inc. 3.95% of their portfolio OAK BROOK, IL 266,643266.6k $8.0m $8.0m 3.95% Added +74.7k +74,691
90 Naviter Wealth, LLC 1.10% of their portfolio LITTLE ROCK, AR 264,252264.3k $7.9m $7.9m 1.10% Added +18.7k +18,687
91 WORLD EQUITY GROUP, INC. 2.83% of their portfolio SCHAUMBURG, IL 262,056262.1k $7.8m $7.8m 2.83% Reduced -655 -655
92 CoreCap Advisors, LLC 0.36% of their portfolio SOUTHFIELD, MI 254,350254.3k $7.6m $7.6m 0.36% Added +11.9k +11,950
93 Cooper Financial Group 0.98% of their portfolio IRVINE, CA 252,109252.1k $7.5m $7.5m 0.98% Added +27.9k +27,865
94 OneDigital Investment Advisors LLC 0.08% of their portfolio OVERLAND PARK, KS 246,227246.2k $7.4m $7.4m 0.08% Added +8.2k +8,241
95 STEPHENS INC /AR/ 0.10% of their portfolio LITTLE ROCK, AR 241,241241.2k $7.2m $7.2m 0.10% Added +206.5k +206,548
96 Higgins & Schmidt Wealth Strategies LLC 4.61% of their portfolio DENVER, CO 239,100239.1k $7.1m $7.1m 4.61% Added +8.5k +8,536
97 BENJAMIN EDWARDS INC 0.10% of their portfolio Clayton, MO 239,047239.0k $7.1m $7.1m 0.10% Added +178.8k +178,821
98 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 228,352228.4k $6.8m $6.8m 0.00% New
99 Rehmann Capital Advisory Group 0.43% of their portfolio LANSING, MI 222,347222.3k $6.6m $6.6m 0.43% Added +33.2k +33,179
100 Ameritas Advisory Services, LLC 0.29% of their portfolio Lincoln, NE 222,330222.3k $6.6m $6.6m 0.29% Added +14.6k +14,586