Vault-13

FIRST TR EXCHNG TRADED FD VI BUFR

FT VEST LADDERED · ETP · CUSIP 33740F755

436 institutional holders +17 vs Q4 2024
183,026,192183.0m shares reported held*
$5.4bnreported value*
43 new 236 added 112 reduced 20 sold out net bought ≈ $373.2m (+12.6m 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 ($1.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $29.68.

Trends to Q1 2025

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: 419Q1 25: 436436Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022120
Q4 2022133
Q1 2023149
Q2 2023173
Q3 2023210
Q4 2023266
Q1 2024287
Q2 2024327
Q3 2024353
Q4 2024419
Q1 2025436

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q2 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 24Q4 24: 255 bought or addedQ4 24: 107 cut or sold outQ1 25: 279 bought or addedQ1 25: 132 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 202311649
Q3 202315348
Q4 202317976
Q1 202419990
Q2 202422688
Q3 202424299
Q4 2024255107
Q1 2025279132

Biggest buyers

LPL Financial LLC Added +5,137,595+5.1m
RAYMOND JAMES FINANCIAL INC Added +1,099,874+1.1m
OSAIC HOLDINGS, INC. Added +986,298+986.3k
ENVESTNET ASSET MANAGEMENT INC Added +917,139+917.1k
TRUIST FINANCIAL CORP Added +545,149+545.1k
CWM, LLC Added +462,927+462.9k
JPMORGAN CHASE & CO Added +427,873+427.9k
NewEdge Advisors, LLC Added +361,917+361.9k
Symphony Financial Services, Inc. Added +351,470+351.5k
Geneos Wealth Management Inc. Added +341,748+341.7k

Biggest sellers

Independent Advisor Alliance Reduced -1,509,062-1.5m
Hobart Private Capital, LLC Reduced -640,914-640.9k
POM Investment Strategies, LLC Sold out -427,744-427.7k
SimpliFi, Inc. Reduced -367,798-367.8k
Atria Wealth Solutions, Inc. Reduced -301,714-301.7k
CreativeOne Wealth, LLC Reduced -271,322-271.3k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -265,053-265.1k
Concorde Asset Management, LLC Reduced -260,566-260.6k
Envestnet Portfolio Solutions, Inc. Reduced -252,860-252.9k
RENAISSANCE TECHNOLOGIES LLC Reduced -234,604-234.6k

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.47% of their portfolio FORT MILL, SC 40,522,59940.5m $1.2bn $1.2bn 0.47% Added +5.1m +5,137,595
2 Cetera Investment Advisers 0.60% of their portfolio SCHAUMBURG, IL 10,361,97010.4m $307.6m $307.6m 0.60% Added +115.5k +115,509
3 OSAIC HOLDINGS, INC. 0.65% of their portfolio SCOTTSDALE, AZ 9,868,2989.9m $293.0m $293.0m 0.65% Added +986.3k +986,298
4 COMMONWEALTH EQUITY SERVICES, LLC 0.35% of their portfolio WALTHAM, MA 8,327,7558.3m $247.3m $247.3m 0.35% Reduced -265.1k -265,053
5 ENVESTNET ASSET MANAGEMENT INC 0.07% of their portfolio Berwyn, PA 7,588,2267.6m $225.3m $225.3m 0.07% Added +917.1k +917,139
6 ROYAL BANK OF CANADA 0.04% of their portfolio TORONTO, A6 5,326,6475.3m $158.1m $158.1m 0.04% Added +291.9k +291,862
7 CWM, LLC 0.59% of their portfolio OMAHA, NE 4,953,4065.0m $147.1m $147.1m 0.59% Added +462.9k +462,927
8 RAYMOND JAMES FINANCIAL INC 0.04% of their portfolio ST. PETERSBURG, FL 3,444,2333.4m $102.3m $102.3m 0.04% Added +1.1m +1,099,874
9 Cambridge Investment Research Advisors, Inc. 0.31% of their portfolio FAIRFIELD, IA 3,072,7573.1m $91.2m $91.2m 0.31% Added +175.6k +175,574
10 MML INVESTORS SERVICES, LLC 0.29% of their portfolio SPRINGFIELD, MA 2,943,1102.9m $87.4m $87.4m 0.29% Reduced -54.1k -54,105
11 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.16% of their portfolio PLYMOUTH, MN 2,792,5112.8m $82.9m $82.9m 0.16% Added +330.4k +330,380
12 HARBOUR INVESTMENTS, INC. 2.02% of their portfolio MADISON, WI 2,384,2532.4m $70.8m $70.8m 2.02% Added +179.2k +179,166
13 NewEdge Advisors, LLC 0.41% of their portfolio NEW ORLEANS, LA 2,317,4402.3m $68.8m $68.8m 0.41% Added +361.9k +361,917
14 TRUIST FINANCIAL CORP 0.10% of their portfolio CHARLOTTE, NC 2,051,3102.1m $60.9m $60.9m 0.10% Added +545.1k +545,149
15 KESTRA PRIVATE WEALTH SERVICES, LLC 0.94% of their portfolio AUSTIN, TX 1,895,1241.9m $56.3m $56.3m 0.94% Added +37.9k +37,904
16 Kestra Advisory Services, LLC 0.25% of their portfolio AUSTIN, TX 1,736,3611.7m $51.6m $51.6m 0.25% Reduced -157.6k -157,563
17 Private Advisor Group, LLC 0.30% of their portfolio MORRISTOWN, NJ 1,676,7981.7m $49.8m $49.8m 0.30% Added +71.9k +71,940
18 Aptus Capital Advisors, LLC 0.55% of their portfolio FAIRHOPE, AL 1,642,9391.6m $48.8m $48.8m 0.55% Added +46.7k +46,674
19 IHT Wealth Management, LLC 1.52% of their portfolio Chicago, IL 1,640,2541.6m $48.7m $48.7m 1.52% Added +46.6k +46,603
20 GUARDIAN WEALTH ADVISORS, LLC / NC 3.68% of their portfolio RALEIGH, NC 1,549,8351.5m $46.0m $46.0m 3.68% Added +61.4k +61,397
21 Janney Montgomery Scott LLC 0.13% of their portfolio PHILADELPHIA, PA 1,530,3731.5m $45.4m $45.4m 0.13% Added +151.3k +151,279
22 Gladstone Institutional Advisory LLC 1.99% of their portfolio Bedminster, NJ 1,440,7541.4m $42.8m $42.8m 1.99% Added +148.2k +148,167
23 Tradition Wealth Management, LLC 3.24% of their portfolio EDINA, MN 1,242,0101.2m $36.9m $36.9m 3.24% Added +13.1k +13,104
24 Creekmur Asset Management LLC 7.64% of their portfolio MORTON, IL 1,228,0501.2m $36.5m $36.5m 7.64% Added +23.9k +23,860
25 Mariner, LLC 0.06% of their portfolio Overland Park, KS 1,154,0351.2m $34.3m $34.3m 0.06% Reduced -136.1k -136,106
26 Brookstone Capital Management 0.48% of their portfolio WHEATON, IL 1,116,7491.1m $33.2m $33.2m 0.48% Reduced -141.9k -141,892
27 Atria Wealth Solutions, Inc. 0.38% of their portfolio NEW YORK, NY 1,072,9821.1m $31.9m $31.9m 0.38% Reduced -301.7k -301,714
28 Goldstone Financial Group, LLC 4.68% of their portfolio OAKBROOK TERRACE, IL 1,041,4221.0m $30.9m $30.9m 4.68% Added +64.8k +64,762
29 MILESTONE ASSET MANAGEMENT, LLC 6.42% of their portfolio PITTSBURGH, PA 1,013,3201.0m $30.1m $30.1m 6.42% Reduced -60.9k -60,935
30 RFG Advisory, LLC 0.81% of their portfolio BIRMINGHAM, AL 1,004,4151.0m $29.8m $29.8m 0.81% Added +229.2k +229,195
31 Amplius Wealth Advisors, LLC 3.06% of their portfolio BLUE BELL, PA 992,058992.1k $29.5m $29.5m 3.06% Reduced -155.2k -155,220
32 Good Life Advisors, LLC 2.05% of their portfolio READING, PA 981,762981.8k $29.1m $29.1m 2.05% Added +127.0k +127,028
33 Foundations Investment Advisors, LLC 0.50% of their portfolio PHOENIX, AZ 917,606917.6k $27.2m $27.2m 0.50% Added +118.6k +118,620
34 Integrated Wealth Concepts LLC 0.29% of their portfolio WALTHAM, MA 840,135840.1k $24.9m $24.9m 0.29% Added +99.3k +99,322
35 NorthRock Partners, LLC 0.84% of their portfolio MINNEAPOLIS, MN 839,200839.2k $24.9m $24.9m 0.84% Added +78.4k +78,397
36 Sound View Wealth Advisors Group, LLC 2.00% of their portfolio SAVANNAH, GA 822,842822.8k $24.4m $24.4m 2.00% Added +25.5k +25,530
37 Stratos Wealth Partners, LTD. 0.35% of their portfolio BEACHWOOD, OH 772,268772.3k $22.9m $22.9m 0.35% Added +74.4k +74,382
38 StoneX Group Inc. 1.24% of their portfolio NEW YORK, NY 760,078760.1k $22.6m $22.6m 1.24% Added +16.7k +16,665
39 Equitable Holdings, Inc. 0.21% of their portfolio NEW YORK, NY 727,622727.6k $21.6m $21.6m 0.21% Added +171.1k +171,148
40 VestGen Advisors, LLC 0.98% of their portfolio CHICAGO, IL 722,356722.4k $21.4m $21.4m 0.98% First filing
41 TOWNSQUARE CAPITAL LLC 0.22% of their portfolio Lehi, UT 682,709682.7k $20.3m $20.3m 0.22% Added +3.8k +3,752
42 Ignite Planners, LLC 3.89% of their portfolio SAN CLEMENTE, CA 671,211671.2k $19.9m $19.9m 3.89% Added +74.9k +74,899
43 CreativeOne Wealth, LLC 0.58% of their portfolio OVERLAND PARK, KS 650,179650.2k $19.3m $19.3m 0.58% Reduced -271.3k -271,322
44 Sanctuary Advisors, LLC 0.14% of their portfolio INDIANAPOLIS, IN 648,660648.7k $19.3m $19.3m 0.14% Added +150.7k +150,679
45 Prospera Financial Services Inc 0.44% of their portfolio Dallas, TX 646,382646.4k $19.2m $19.2m 0.44% Added +75.7k +75,691
46 GREAT VALLEY ADVISOR GROUP, INC. 0.41% of their portfolio WILMINGTON, DE 641,319641.3k $19.0m $19.0m 0.41% Added +109.4k +109,403
47 WealthPLAN Partners, LLC 2.67% of their portfolio OMAHA, NE 638,883638.9k $19.0m $19.0m 2.67% Added +80.1k +80,106
48 ROVIN CAPITAL /UT/ /ADV 6.09% of their portfolio MESA, AZ 636,984637.0k $18.9m $18.9m 6.09% Reduced -6.0k -5,990
49 Valtinson Bruner Financial Planning LLC 6.39% of their portfolio NEW BRIGHTON, MN 636,696636.7k $18.9m $18.9m 6.39% Added +157.9k +157,920
50 Holos Integrated Wealth LLC 11.21% of their portfolio KENNETT SQUARE, PA 576,019576.0k $17.1m $17.1m 11.21% Added +13.6k +13,645
51 Coppell Advisory Solutions LLC 2.36% of their portfolio COPPELL, TX 573,786573.8k $16.9m $16.9m 2.36% Reduced -114.3k -114,285
52 Lifestyle Asset Management, Inc. 9.10% of their portfolio FRIENDSWOOD, TX 557,383557.4k $16.5m $16.5m 9.10% Reduced -1.5k -1,488
53 Ausdal Financial Partners, Inc. 1.24% of their portfolio Davenport, IA 554,336554.3k $16.5m $16.5m 1.24% Added +124.0k +123,961
54 Sigma Planning Corp 0.52% of their portfolio ANN ARBOR, MI 548,129548.1k $16.3m $16.3m 0.52% Added +71.2k +71,190
55 Hobart Private Capital, LLC 3.95% of their portfolio CHARLOTTE, NC 531,934531.9k $15.8m $15.8m 3.95% Reduced -640.9k -640,914
56 Solano Wealth Investment Advisors LLC 9.53% of their portfolio Fairfield, CA 519,033519.0k $15.4m $15.4m 9.53% Added +9.7k +9,715
57 INDEPENDENT FINANCIAL GROUP, LLC 0.52% of their portfolio SAN DIEGO, CA 508,764508.8k $15.1m $15.1m 0.52% Added +53.6k +53,618
58 Hibernia Wealth Partners, LLC 10.64% of their portfolio BATON ROUGE, LA 504,537504.5k $15.0m $15.0m 10.64% Added +39.7k +39,737
59 Concurrent Investment Advisors, LLC 0.35% of their portfolio Tampa, FL 484,278484.3k $14.4m $14.4m 0.35% Added +70.8k +70,765
60 Centennial Wealth Advisory LLC 5.18% of their portfolio Traverse City, MI 480,042480.0k $14.3m $14.3m 5.18% Reduced -1.3k -1,300
61 OPPENHEIMER & CO INC 0.21% of their portfolio NEW YORK, NY 473,884473.9k $14.1m $14.1m 0.21% Added +75.6k +75,639
62 Bleakley Financial Group, LLC 0.44% of their portfolio PARSIPPANY, NJ 464,934464.9k $13.8m $13.8m 0.44% Added +41.2k +41,234
63 Geneos Wealth Management Inc. 0.20% of their portfolio ENGLEWOOD, CO 463,342463.3k $13.8m $13.8m 0.20% Added +341.7k +341,748
64 AVANTAX ADVISORY SERVICES, INC. 0.08% of their portfolio DALLAS, TX 454,239454.2k $13.5m $13.5m 0.08% Added +71.6k +71,611
65 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 449,848449.8k $13.4m $13.4m 0.00% Added +427.9k +427,873
66 Cooper Financial Group 1.74% of their portfolio IRVINE, CA 446,153446.2k $13.2m $13.2m 1.74% Added +14.4k +14,416
67 IFG Advisory, LLC 0.72% of their portfolio ATLANTA, GA 437,893437.9k $13.0m $13.0m 0.72% Added +59.2k +59,187
68 FLAGSHIP HARBOR ADVISORS, LLC 0.68% of their portfolio BOSTON, MA 433,140433.1k $12.9m $12.9m 0.68% Added +144.7k +144,662
69 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 429,332429.3k $12.7m $12.7m 0.02% Added +39.4k +39,365
70 WealthPlan Investment Management, LLC 1.25% of their portfolio OMAHA, NE 428,388428.4k $12.7m $12.7m 1.25% Added +5.0k +5,023
71 Ergawealth Advisors, Inc. 6.26% of their portfolio OAK BROOK, IL 425,494425.5k $12.6m $12.6m 6.26% Added +86.4k +86,440
72 Symphony Financial Services, Inc. 8.22% of their portfolio AKRON, OH 423,720423.7k $12.6m $12.6m 8.22% Added +351.5k +351,470
73 Key Financial Inc 2.68% of their portfolio WEST CHESTER, PA 414,260414.3k $12.3m $12.3m 2.68% Added +28.1k +28,114
74 Drake & Associates, LLC 3.42% of their portfolio WAUKESHA, WI 410,373410.4k $12.2m $12.2m 3.42% Added +5.7k +5,735
75 PSI Advisors, LLC 3.95% of their portfolio TAMPA, FL 408,616408.6k $12.1m $12.1m 3.95% Reduced -659 -659
76 Steward Partners Investment Advisory, LLC 0.10% of their portfolio STAMFORD, CT 398,645398.6k $11.8m $11.8m 0.10% Added +230.0k +230,035
77 IMG Wealth Management, Inc. 10.47% of their portfolio JACKSONVILLE, FL 392,733392.7k $11.7m $11.7m 10.47% Added +43.7k +43,653
78 Strategic Blueprint, LLC 0.62% of their portfolio ATLANTA, GA 383,483383.5k $11.4m $11.4m 0.62% Added +11.5k +11,466
79 Cooper Capital Advisors LLC 11.85% of their portfolio Encinitas, CA 372,282372.3k $11.1m $11.1m 11.85% Added +4.4k +4,377
80 MONEY CONCEPTS CAPITAL CORP 0.83% of their portfolio PALM BEACH GARDENS, FL 372,019372.0k $11.0m $11.0m 0.83% Added +143.8k +143,816
81 Meridian Wealth Management, LLC 0.53% of their portfolio LEXINGTON, KY 370,469370.5k $11.0m $11.0m 0.53% Added +16.4k +16,374
82 First Horizon Advisors, Inc. 0.31% of their portfolio MEMPHIS, TN 366,550366.6k $10.9m $10.9m 0.31% Added +24.5k +24,535
83 SSI INVESTMENT MANAGEMENT LLC 0.83% of their portfolio Los Angeles, CA 359,492359.5k $10.7m $10.7m 0.83% Added +166.1k +166,064
84 HBW ADVISORY SERVICES LLC 1.50% of their portfolio SIMI VALLEY, CA 354,898354.9k $10.5m $10.5m 1.50% Added +48.7k +48,696
85 Tower Wealth Partners, Inc. 5.50% of their portfolio LEWISBURG, PA 346,802346.8k $10.3m $10.3m 5.50% Reduced -902 -902
86 Apollon Wealth Management, LLC 0.22% of their portfolio MOUNT PLEASANT, SC 340,767340.8k $10.1m $10.1m 0.22% Added +18.8k +18,845
87 Financial Network Wealth Advisors LLC 12.59% of their portfolio MURRAY, UT 322,897322.9k $9.6m $9.6m 12.59% Added +84.1k +84,097
88 Atria Investments, Inc 0.12% of their portfolio Charlotte, NC 307,577307.6k $9.1m $9.1m 0.12% Reduced -89.8k -89,798
89 Farther Finance Advisors, LLC 0.23% of their portfolio SAN FRANCISCO, CA 305,374305.4k $9.1m $9.1m 0.23% Reduced -41.0k -40,962
90 Rockefeller Capital Management L.P. 0.02% of their portfolio NEW YORK, NY 301,691301.7k $9.0m $9.0m 0.02% Added +9.2k +9,159
91 Schulz Wealth, LTD. 6.73% of their portfolio MANSFIELD, TX 297,181297.2k $8.8m $8.8m 6.73% Reduced -16.1k -16,137
92 CENTAURUS FINANCIAL, INC. 0.53% of their portfolio ANAHEIM, CA 296,626296.6k $8.8m $8.8m 0.53% Added +3.8k +3,816
93 Naviter Wealth, LLC 1.03% of their portfolio LITTLE ROCK, AR 288,051288.1k $8.5m $8.5m 1.03% Added +18.4k +18,411
94 WORLD EQUITY GROUP, INC. 2.42% of their portfolio SCHAUMBURG, IL 285,788285.8k $8.5m $8.5m 2.42% Added +10.3k +10,324
95 Chris Bulman Inc 5.35% of their portfolio ROSEVILLE, CA 285,323285.3k $8.5m $8.5m 5.35% Reduced -3.4k -3,378
96 LeClair Wealth Partners LLC 5.96% of their portfolio DUBLIN, OH 278,698278.7k $8.3m $8.3m 5.96% New
97 B. Riley Wealth Advisors, Inc. 0.25% of their portfolio MEMPHIS, TN 278,506278.5k $8.3m $8.3m 0.25% Added +133.7k +133,668
98 Prosperity Consulting Group, LLC 0.64% of their portfolio OWINGS MILLS, MD 277,682277.7k $8.2m $8.2m 0.64% Added +98.7k +98,702
99 Frederick Financial Consultants, LLC 5.89% of their portfolio FREDERICK, MD 275,130275.1k $8.2m $8.2m 5.89% Added +4.9k +4,899
100 Howard Capital Management, LLC 0.21% of their portfolio Alpharetta, GA 275,044275.0k $8.2m $8.2m 0.21% Added +56.5k +56,462