Vault-13

FIRST TR EXCHNG TRADED FD VI BUFR

FT VEST LADDERED · ETP · CUSIP 33740F755

419 institutional holders +66 vs Q3 2024
170,454,184170.5m shares reported held*
$5.2bnreported value*
43 new 212 added 96 reduced 11 sold out net bought ≈ $511.0m (+16.7m 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 ($1.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $30.47.

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 120Q4 22: 133Q1 23: 149Q2 23: 173Q3 23: 210Q4 23: 266Q1 24: 287Q2 24: 327Q3 24: 353Q4 24: 419419Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 2022120
Q4 2022133
Q1 2023149
Q2 2023173
Q3 2023210
Q4 2023266
Q1 2024287
Q2 2024327
Q3 2024353
Q4 2024419

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q1 23: 93 bought or addedQ1 23: 48 cut or sold outQ2 23: 116 bought or addedQ2 23: 49 cut or sold outQ2 23Q3 23: 153 bought or addedQ3 23: 48 cut or sold outQ4 23: 179 bought or addedQ4 23: 76 cut or sold outQ4 23Q1 24: 199 bought or addedQ1 24: 90 cut or sold outQ2 24: 226 bought or addedQ2 24: 88 cut or sold outQ2 24Q3 24: 242 bought or addedQ3 24: 99 cut or sold outQ4 24: 255 bought or addedQ4 24: 107 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 20239348
Q2 202311649
Q3 202315348
Q4 202317976
Q1 202419990
Q2 202422688
Q3 202424299
Q4 2024255107

Biggest buyers

OSAIC HOLDINGS, INC. Added +3,828,445+3.8m
Cetera Investment Advisers Added +1,953,825+2.0m
Independent Advisor Alliance Added +1,507,888+1.5m
LPL Financial LLC Added +1,374,075+1.4m
COMMONWEALTH EQUITY SERVICES, LLC Added +1,184,145+1.2m
ROVIN CAPITAL /UT/ /ADV Added +576,538+576.5k
Lifestyle Asset Management, Inc. New +558,871+558.9k
CreativeOne Wealth, LLC Added +445,442+445.4k
Mariner, LLC Added +445,221+445.2k
ENVESTNET ASSET MANAGEMENT INC Added +426,009+426.0k

Biggest sellers

Hibernia Wealth Partners, LLC Reduced -411,450-411.4k
Janney Montgomery Scott LLC Reduced -378,088-378.1k
Pitti Group Wealth Management, LLC Reduced -356,466-356.5k
MONEY CONCEPTS CAPITAL CORP Reduced -328,097-328.1k
Financial Network Wealth Advisors LLC Reduced -281,301-281.3k
KICKSTAND VENTURES, LLC. Sold out -274,501-274.5k
Mach-1 Financial Group, LLC Reduced -271,352-271.4k
MILESTONE ASSET MANAGEMENT, LLC Reduced -186,451-186.5k
STEPHENS INC /AR/ Reduced -185,571-185.6k
Higgins & Schmidt Wealth Strategies LLC Reduced -167,653-167.7k

Holders, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.44% of their portfolio FORT MILL, SC 35,385,00435.4m $1.1bn $1.1bn 0.44% Added +1.4m +1,374,075
2 Cetera Investment Advisers 0.65% of their portfolio SCHAUMBURG, IL 10,246,46110.2m $312.2m $312.2m 0.65% Added +2.0m +1,953,825
3 OSAIC HOLDINGS, INC. 0.61% of their portfolio SCOTTSDALE, AZ 8,882,0008.9m $270.6m $270.6m 0.61% Added +3.8m +3,828,445
4 COMMONWEALTH EQUITY SERVICES, LLC 0.38% of their portfolio WALTHAM, MA 8,592,8088.6m $261.8m $261.8m 0.38% Added +1.2m +1,184,145
5 ENVESTNET ASSET MANAGEMENT INC 0.07% of their portfolio Berwyn, PA 6,671,0876.7m $203.3m $203.3m 0.07% Added +426.0k +426,009
6 ROYAL BANK OF CANADA 0.03% of their portfolio TORONTO, A6 5,034,7855.0m $153.4m $153.4m 0.03% Added +332.3k +332,304
7 CWM, LLC 0.57% of their portfolio OMAHA, NE 4,490,4794.5m $136.8m $136.8m 0.57% Reduced -97.7k -97,663
8 MML INVESTORS SERVICES, LLC 0.32% of their portfolio SPRINGFIELD, MA 2,997,2153.0m $91.3m $91.3m 0.32% Added +127.0k +127,007
9 Cambridge Investment Research Advisors, Inc. 0.29% of their portfolio FAIRFIELD, IA 2,897,1832.9m $88.3m $88.3m 0.29% Reduced -66.8k -66,825
10 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.14% of their portfolio PLYMOUTH, MN 2,462,1312.5m $75.0m $75.0m 0.14% Added +424.9k +424,916
11 RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio ST. PETERSBURG, FL 2,344,3592.3m $71.4m $71.4m 0.03% First filing
12 HARBOUR INVESTMENTS, INC. 1.93% of their portfolio MADISON, WI 2,205,0872.2m $67.2m $67.2m 1.93% Added +241.9k +241,885
13 NewEdge Advisors, LLC 0.36% of their portfolio NEW ORLEANS, LA 1,955,5232.0m $59.6m $59.6m 0.36% Added +295.6k +295,554
14 Kestra Advisory Services, LLC 0.32% of their portfolio AUSTIN, TX 1,893,9241.9m $57.7m $57.7m 0.32% Added +105.2k +105,166
15 KESTRA PRIVATE WEALTH SERVICES, LLC 0.96% of their portfolio AUSTIN, TX 1,857,2201.9m $56.6m $56.6m 0.96% Added +176.5k +176,464
16 Private Advisor Group, LLC 0.28% of their portfolio MORRISTOWN, NJ 1,604,8581.6m $48.9m $48.9m 0.28% Added +126.9k +126,922
17 Aptus Capital Advisors, LLC 0.58% of their portfolio FAIRHOPE, AL 1,596,2651.6m $48.6m $48.6m 0.58% Added +295.3k +295,342
18 IHT Wealth Management, LLC 1.57% of their portfolio Chicago, IL 1,593,6511.6m $48.6m $48.6m 1.57% Added +66.8k +66,819
19 Independent Advisor Alliance 0.61% of their portfolio CHARLOTTE, NC 1,518,2251.5m $46.3m $46.3m 0.61% Added +1.5m +1,507,888
20 TRUIST FINANCIAL CORP 0.07% of their portfolio CHARLOTTE, NC 1,506,1611.5m $45.9m $45.9m 0.07% Added +169.5k +169,525
21 GUARDIAN WEALTH ADVISORS, LLC / NC 3.62% of their portfolio RALEIGH, NC 1,488,4381.5m $45.4m $45.4m 3.62% Added +271.2k +271,232
22 Janney Montgomery Scott LLC 0.12% of their portfolio PHILADELPHIA, PA 1,379,0941.4m $42.0m $42.0m 0.12% Reduced -378.1k -378,088
23 Atria Wealth Solutions, Inc. 0.46% of their portfolio NEW YORK, NY 1,374,6961.4m $41.9m $41.9m 0.46% Added +59.6k +59,556
24 Gladstone Institutional Advisory LLC 1.83% of their portfolio Bedminster, NJ 1,292,5871.3m $39.4m $39.4m 1.83% Added +224.5k +224,523
25 Mariner, LLC 0.07% of their portfolio Overland Park, KS 1,290,1411.3m $39.3m $39.3m 0.07% Added +445.2k +445,221
26 Brookstone Capital Management 0.56% of their portfolio WHEATON, IL 1,258,6411.3m $38.4m $38.4m 0.56% Added +99.0k +98,956
27 Tradition Wealth Management, LLC 3.30% of their portfolio EDINA, MN 1,228,9061.2m $37.4m $37.4m 3.30% Added +48.3k +48,340
28 Creekmur Asset Management LLC 8.40% of their portfolio MORTON, IL 1,204,1901.2m $36.7m $36.7m 8.40% Added +38.2k +38,164
29 Hobart Private Capital, LLC 8.87% of their portfolio CHARLOTTE, NC 1,172,8481.2m $35.7m $35.7m 8.87% Added +11.7k +11,657
30 Amplius Wealth Advisors, LLC 3.58% of their portfolio BLUE BELL, PA 1,147,2781.1m $35.0m $35.0m 3.58% Added +139.0k +138,970
31 MILESTONE ASSET MANAGEMENT, LLC 7.23% of their portfolio PITTSBURGH, PA 1,074,2551.1m $32.7m $32.7m 7.23% Reduced -186.5k -186,451
32 Goldstone Financial Group, LLC 4.66% of their portfolio OAKBROOK TERRACE, IL 976,660976.7k $29.8m $29.8m 4.66% Added +85.9k +85,854
33 CreativeOne Wealth, LLC 0.86% of their portfolio OVERLAND PARK, KS 921,501921.5k $28.1m $28.1m 0.86% Added +445.4k +445,442
34 Good Life Advisors, LLC 1.90% of their portfolio READING, PA 854,734854.7k $26.0m $26.0m 1.90% Added +15.0k +15,042
35 Foundations Investment Advisors, LLC 0.47% of their portfolio PHOENIX, AZ 798,986799.0k $24.3m $24.3m 0.47% Added +206.6k +206,590
36 Sound View Wealth Advisors Group, LLC 1.96% of their portfolio SAVANNAH, GA 797,312797.3k $24.3m $24.3m 1.96% Added +25.1k +25,079
37 RFG Advisory, LLC 0.67% of their portfolio BIRMINGHAM, AL 775,220775.2k $23.6m $23.6m 0.67% Added +138.0k +138,028
38 NorthRock Partners, LLC 0.76% of their portfolio MINNEAPOLIS, MN 760,803760.8k $23.2m $23.2m 0.76% Added +13.4k +13,397
39 StoneX Group Inc. 1.24% of their portfolio NEW YORK, NY 743,413743.4k $22.7m $22.7m 1.24% Added +31.8k +31,784
40 Integrated Wealth Concepts LLC 0.26% of their portfolio WALTHAM, MA 740,813740.8k $22.6m $22.6m 0.26% Added +89.5k +89,452
41 Stratos Wealth Partners, LTD. 0.30% of their portfolio BEACHWOOD, OH 697,886697.9k $21.3m $21.3m 0.30% Added +44.7k +44,702
42 Coppell Advisory Solutions LLC 2.94% of their portfolio COPPELL, TX 688,071688.1k $21.0m $21.0m 2.94% Added +81.6k +81,557
43 TOWNSQUARE CAPITAL LLC 0.23% of their portfolio Lehi, UT 678,957679.0k $20.7m $20.7m 0.23% Added +8.1k +8,107
44 ROVIN CAPITAL /UT/ /ADV 7.05% of their portfolio MESA, AZ 642,974643.0k $19.6m $19.6m 7.05% Added +576.5k +576,538
45 Ignite Planners, LLC 4.01% of their portfolio SAN CLEMENTE, CA 596,312596.3k $18.3m $18.3m 4.01% Added +38.5k +38,483
46 Prospera Financial Services Inc 0.41% of their portfolio Dallas, TX 570,691570.7k $17.4m $17.4m 0.41% Added +202.7k +202,654
47 Holos Integrated Wealth LLC 11.71% of their portfolio KENNETT SQUARE, PA 562,374562.4k $17.1m $17.1m 11.71% First filing
48 Lifestyle Asset Management, Inc. 9.28% of their portfolio FRIENDSWOOD, TX 558,871558.9k $17.0m $17.0m 9.28% New
49 WealthPLAN Partners, LLC 2.42% of their portfolio OMAHA, NE 558,777558.8k $17.0m $17.0m 2.42% Reduced -24.8k -24,772
50 Equitable Holdings, Inc. 0.16% of their portfolio NEW YORK, NY 556,474556.5k $17.0m $17.0m 0.16% Added +75.7k +75,675
51 GREAT VALLEY ADVISOR GROUP, INC. 0.36% of their portfolio WILMINGTON, DE 531,916531.9k $16.2m $16.2m 0.36% Reduced -100.0k -100,013
52 Solano Wealth Investment Advisors LLC 9.33% of their portfolio Fairfield, CA 509,318509.3k $15.5m $15.5m 9.33% First filing
53 Sanctuary Advisors, LLC 0.10% of their portfolio INDIANAPOLIS, IN 497,981498.0k $15.5m $15.5m 0.10% Added +39.9k +39,882
54 Envestnet Portfolio Solutions, Inc. 0.05% of their portfolio BERWYN, PA 483,999484.0k $14.7m $14.7m 0.05% Added +83.9k +83,936
55 Centennial Wealth Advisory LLC 5.75% of their portfolio Traverse City, MI 481,342481.3k $14.7m $14.7m 5.75% Reduced -14.4k -14,415
56 Valtinson Bruner Financial Planning LLC 5.09% of their portfolio NEW BRIGHTON, MN 478,776478.8k $14.6m $14.6m 5.09% Added +37.0k +36,953
57 Sigma Planning Corp 0.46% of their portfolio ANN ARBOR, MI 476,939476.9k $14.5m $14.5m 0.46% Added +58.0k +58,026
58 Hibernia Wealth Partners, LLC 10.83% of their portfolio BATON ROUGE, LA 464,800464.8k $14.2m $14.2m 10.83% Reduced -411.4k -411,450
59 INDEPENDENT FINANCIAL GROUP, LLC 0.46% of their portfolio SAN DIEGO, CA 455,146455.1k $13.9m $13.9m 0.46% Added +32.9k +32,860
60 Cooper Financial Group 1.58% of their portfolio IRVINE, CA 431,737431.7k $13.2m $13.2m 1.58% Added +179.6k +179,628
61 Ausdal Financial Partners, Inc. 1.13% of their portfolio Davenport, IA 430,375430.4k $13.1m $13.1m 1.13% Added +324.1k +324,054
62 POM Investment Strategies, LLC 9.82% of their portfolio RALEIGH, NC 427,744427.7k $13.0m $13.0m 9.82% Added +8.6k +8,620
63 Bleakley Financial Group, LLC 0.39% of their portfolio PARSIPPANY, NJ 423,700423.7k $12.9m $12.9m 0.39% Added +15.3k +15,344
64 WealthPlan Investment Management, LLC 1.27% of their portfolio OMAHA, NE 423,365423.4k $12.9m $12.9m 1.27% Added +46.5k +46,510
65 Concurrent Investment Advisors, LLC 0.34% of their portfolio Tampa, FL 413,513413.5k $12.6m $12.6m 0.34% Added +54.0k +54,046
66 PSI Advisors, LLC 3.70% of their portfolio TAMPA, FL 409,275409.3k $12.5m $12.5m 3.70% Added +23.0k +23,031
67 Drake & Associates, LLC 3.57% of their portfolio WAUKESHA, WI 404,638404.6k $12.5m $12.5m 3.57% Added +22.0k +22,025
68 OPPENHEIMER & CO INC 0.18% of their portfolio NEW YORK, NY 398,245398.2k $12.1m $12.1m 0.18% Added +76.2k +76,231
69 Atria Investments, Inc 0.15% of their portfolio Charlotte, NC 397,375397.4k $12.1m $12.1m 0.15% Added +12.7k +12,658
70 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 389,967390.0k $11.9m $11.9m 0.02% Added +42.5k +42,456
71 Key Financial Inc 2.67% of their portfolio WEST CHESTER, PA 386,146386.1k $11.8m $11.8m 2.67% Added +15.4k +15,398
72 AVANTAX ADVISORY SERVICES, INC. 0.07% of their portfolio DALLAS, TX 382,628382.6k $11.7m $11.7m 0.07% Added +22.9k +22,905
73 SimpliFi, Inc. 5.30% of their portfolio SAN DIEGO, CA 380,139380.1k $11.6m $11.6m 5.30% Reduced -4.1k -4,146
74 IFG Advisory, LLC 0.65% of their portfolio ATLANTA, GA 378,706378.7k $11.5m $11.5m 0.65% Added +28.2k +28,197
75 Solitude Financial Services 5.03% of their portfolio CHARLOTTESVILLE, VA 377,045377.0k $11.5m $11.5m 5.03% Reduced -28.7k -28,728
76 Strategic Blueprint, LLC 0.67% of their portfolio ATLANTA, GA 372,017372.0k $11.3m $11.3m 0.67% Added +3.4k +3,380
77 Cooper Capital Advisors LLC 11.63% of their portfolio Encinitas, CA 367,905367.9k $11.2m $11.2m 11.63% First filing
78 Meridian Wealth Management, LLC 0.51% of their portfolio LEXINGTON, KY 354,095354.1k $10.8m $10.8m 0.51% Added +29.7k +29,691
79 IMG Wealth Management, Inc. 9.84% of their portfolio JACKSONVILLE, FL 349,080349.1k $10.6m $10.6m 9.84% First filing
80 Tower Wealth Partners, Inc. 5.54% of their portfolio LEWISBURG, PA 347,704347.7k $10.6m $10.6m 5.54% Reduced -23.3k -23,333
81 Farther Finance Advisors, LLC 0.38% of their portfolio SAN FRANCISCO, CA 346,336346.3k $10.6m $10.6m 0.38% New
82 First Horizon Advisors, Inc. 0.29% of their portfolio MEMPHIS, TN 342,015342.0k $10.4m $10.4m 0.29% Reduced -19.7k -19,666
83 Ergawealth Advisors, Inc. 5.11% of their portfolio OAK BROOK, IL 339,054339.1k $10.3m $10.3m 5.11% Added +72.4k +72,411
84 Apollon Wealth Management, LLC 0.23% of their portfolio MOUNT PLEASANT, SC 321,922321.9k $9.8m $9.8m 0.23% Added +17.6k +17,553
85 Schulz Wealth, LTD. 7.33% of their portfolio MANSFIELD, TX 313,318313.3k $9.5m $9.5m 7.33% Reduced -14.6k -14,610
86 RiverTree Advisors, LLC 6.22% of their portfolio WINTER PARK, FL 310,559310.6k $9.5m $9.5m 6.22% Reduced -4.6k -4,627
87 Triton Wealth Management, PLLC 4.79% of their portfolio SUN CITY, AZ 307,019307.0k $9.3m $9.3m 4.79% Added +2.5k +2,550
88 HBW ADVISORY SERVICES LLC 0.96% of their portfolio SIMI VALLEY, CA 306,202306.2k $9.3m $9.3m 0.96% Added +27.4k +27,387
89 TWIN PEAKS WEALTH ADVISORS, LLC 3.93% of their portfolio SAN FRANCISCO, CA 303,912303.9k $9.3m $9.3m 3.93% Added +26.4k +26,447
90 CENTAURUS FINANCIAL, INC. 0.54% of their portfolio ANAHEIM, CA 292,810292.8k $8.9m $8.9m 0.54% Reduced -1.3k -1,271
91 Rockefeller Capital Management L.P. 0.02% of their portfolio NEW YORK, NY 292,532292.5k $8.9m $8.9m 0.02% Added +18.4k +18,359
92 Madrona Financial Services, LLC 2.41% of their portfolio EVERETT, WA 290,131290.1k $8.8m $8.8m 2.41% Added +157.7k +157,689
93 Chris Bulman Inc 5.61% of their portfolio ROSEVILLE, CA 288,701288.7k $8.8m $8.8m 5.61% Added +481 +481
94 FLAGSHIP HARBOR ADVISORS, LLC 0.46% of their portfolio BOSTON, MA 288,478288.5k $8.8m $8.8m 0.46% Added +97.3k +97,343
95 Concorde Asset Management, LLC 4.51% of their portfolio ANN ARBOR, MI 283,969284.0k $8.7m $8.7m 4.51% Reduced -66.9k -66,933
96 Rehmann Capital Advisory Group 0.55% of their portfolio LANSING, MI 283,441283.4k $8.6m $8.6m 0.55% Added +61.1k +61,094
97 WORLD EQUITY GROUP, INC. 1.80% of their portfolio SCHAUMBURG, IL 275,464275.5k $8.4m $8.4m 1.80% Added +13.4k +13,408
98 Frederick Financial Consultants, LLC 6.58% of their portfolio FREDERICK, MD 270,231270.2k $8.2m $8.2m 6.58% First filing
99 Naviter Wealth, LLC 0.99% of their portfolio LITTLE ROCK, AR 269,640269.6k $8.2m $8.2m 0.99% Added +5.4k +5,388
100 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 262,804262.8k $8.0m $8.0m 0.01% Added +136.7k +136,704