Vault-13

FIRST TR EXCHNG TRADED FD VI BUFR

FT VEST LADDERED · ETP · CUSIP 33740F755

441 institutional holders +5 vs Q1 2025
187,813,799187.8m shares reported held*
$6.0bnreported value*
43 new 189 added 151 reduced 38 sold out net bought ≈ $147.5m (+4.6m 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 ($607.9k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $31.81.

Trends to Q2 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: 436Q2 25: 441441Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025441

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 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 24Q1 25: 279 bought or addedQ1 25: 132 cut or sold outQ2 25: 232 bought or addedQ2 25: 189 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 202315348
Q4 202317976
Q1 202419990
Q2 202422688
Q3 202424299
Q4 2024255107
Q1 2025279132
Q2 2025232189

Biggest buyers

ROYAL BANK OF CANADA Added +4,190,059+4.2m
COMMONWEALTH EQUITY SERVICES, LLC Added +2,422,745+2.4m
Private Advisor Group, LLC Added +1,310,348+1.3m
Cetera Investment Advisers Added +643,451+643.5k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +576,760+576.8k
Hibernia Wealth Partners, LLC Added +498,667+498.7k
Rockefeller Capital Management L.P. Added +341,325+341.3k
MML INVESTORS SERVICES, LLC Added +340,960+341.0k
AVANTAX ADVISORY SERVICES, INC. Added +311,032+311.0k
Seros Financial, LLC Added +307,605+307.6k

Biggest sellers

OSAIC HOLDINGS, INC. Reduced -2,611,853-2.6m
LPL Financial LLC Reduced -732,873-732.9k
TOWNSQUARE CAPITAL LLC Sold out -682,709-682.7k
Atria Wealth Solutions, Inc. Reduced -537,052-537.1k
Janney Montgomery Scott LLC Reduced -445,325-445.3k
Cambridge Investment Research Advisors, Inc. Reduced -442,262-442.3k
PSI Advisors, LLC Sold out -408,616-408.6k
GREAT VALLEY ADVISOR GROUP, INC. Reduced -289,201-289.2k
Naviter Wealth, LLC Sold out -288,051-288.1k
JANE STREET GROUP, LLC Sold out -261,585-261.6k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.42% of their portfolio FORT MILL, SC 39,789,72639.8m $1.3bn $1.3bn 0.42% Reduced -732.9k -732,873
2 Cetera Investment Advisers 0.59% of their portfolio SCHAUMBURG, IL 11,005,42111.0m $350.0m $350.0m 0.59% Added +643.5k +643,451
3 COMMONWEALTH EQUITY SERVICES, LLC 0.45% of their portfolio WALTHAM, MA 10,750,50010.8m $341.9m $341.9m 0.45% Added +2.4m +2,422,745
4 ROYAL BANK OF CANADA 0.03% of their portfolio TORONTO, A6 9,516,7069.5m $302.6m $302.6m 0.03% Added +4.2m +4,190,059
5 ENVESTNET ASSET MANAGEMENT INC 0.07% of their portfolio Berwyn, PA 7,586,6287.6m $241.2m $241.2m 0.07% Reduced -1.6k -1,598
6 OSAIC HOLDINGS, INC. 0.41% of their portfolio SCOTTSDALE, AZ 7,256,4457.3m $230.8m $230.8m 0.41% Reduced -2.6m -2,611,853
7 CWM, LLC 0.57% of their portfolio OMAHA, NE 5,071,3395.1m $161.3m $161.3m 0.57% Added +117.9k +117,933
8 RAYMOND JAMES FINANCIAL INC 0.04% of their portfolio ST. PETERSBURG, FL 3,699,4953.7m $117.6m $117.6m 0.04% Added +255.3k +255,262
9 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.18% of their portfolio PLYMOUTH, MN 3,369,2713.4m $107.9m $107.9m 0.18% Added +576.8k +576,760
10 MML INVESTORS SERVICES, LLC 0.30% of their portfolio SPRINGFIELD, MA 3,284,0703.3m $104.4m $104.4m 0.30% Added +341.0k +340,960
11 Private Advisor Group, LLC 0.51% of their portfolio MORRISTOWN, NJ 2,987,1463.0m $95.0m $95.0m 0.51% Added +1.3m +1,310,348
12 Cambridge Investment Research Advisors, Inc. 0.25% of their portfolio FAIRFIELD, IA 2,630,4952.6m $83.7m $83.7m 0.25% Reduced -442.3k -442,262
13 NewEdge Advisors, LLC 0.41% of their portfolio NEW ORLEANS, LA 2,495,0862.5m $79.3m $79.3m 0.41% Added +177.6k +177,646
14 HARBOUR INVESTMENTS, INC. 1.98% of their portfolio MADISON, WI 2,460,3702.5m $78.2m $78.2m 1.98% Added +76.1k +76,117
15 TRUIST FINANCIAL CORP 0.10% of their portfolio CHARLOTTE, NC 2,179,5012.2m $69.3m $69.3m 0.10% Added +128.2k +128,191
16 KESTRA PRIVATE WEALTH SERVICES, LLC 0.87% of their portfolio AUSTIN, TX 1,910,3791.9m $60.8m $60.8m 0.87% Added +15.3k +15,255
17 Kestra Advisory Services, LLC 0.29% of their portfolio AUSTIN, TX 1,869,9461.9m $59.5m $59.5m 0.29% Added +133.6k +133,585
18 Aptus Capital Advisors, LLC 0.54% of their portfolio FAIRHOPE, AL 1,712,9871.7m $54.5m $54.5m 0.54% Added +70.0k +70,048
19 GUARDIAN WEALTH ADVISORS, LLC / NC 3.61% of their portfolio RALEIGH, NC 1,614,4051.6m $51.3m $51.3m 3.61% Added +64.6k +64,570
20 IHT Wealth Management, LLC 1.34% of their portfolio Chicago, IL 1,528,3901.5m $48.6m $48.6m 1.34% Reduced -111.9k -111,864
21 Gladstone Institutional Advisory LLC 1.94% of their portfolio Bedminster, NJ 1,477,7931.5m $47.0m $47.0m 1.94% Added +37.0k +37,039
22 Creekmur Asset Management LLC 7.13% of their portfolio MORTON, IL 1,268,4661.3m $40.3m $40.3m 7.13% Added +40.4k +40,416
23 Tradition Wealth Management, LLC 3.19% of their portfolio EDINA, MN 1,254,5531.3m $39.9m $39.9m 3.19% Added +12.5k +12,543
24 Janney Montgomery Scott LLC 0.09% of their portfolio PHILADELPHIA, PA 1,085,0481.1m $34.5m $34.5m 0.09% Reduced -445.3k -445,325
25 Mariner, LLC 0.05% of their portfolio Overland Park, KS 1,070,6441.1m $34.0m $34.0m 0.05% Reduced -83.4k -83,391
26 MILESTONE ASSET MANAGEMENT, LLC 7.14% of their portfolio PITTSBURGH, PA 1,062,1061.1m $33.8m $33.8m 7.14% Added +48.8k +48,786
27 RFG Advisory, LLC 0.76% of their portfolio BIRMINGHAM, AL 1,017,1131.0m $32.3m $32.3m 0.76% Added +12.7k +12,698
28 Goldstone Financial Group, LLC 4.29% of their portfolio OAKBROOK TERRACE, IL 1,013,5991.0m $32.5m $32.5m 4.29% Reduced -27.8k -27,823
29 Hibernia Wealth Partners, LLC 11.63% of their portfolio BATON ROUGE, LA 1,003,2041.0m $31.9m $31.9m 11.63% Added +498.7k +498,667
30 Good Life Advisors, LLC 1.96% of their portfolio READING, PA 984,991985.0k $31.3m $31.3m 1.96% Added +3.2k +3,229
31 Amplius Wealth Advisors, LLC 2.91% of their portfolio BLUE BELL, PA 983,331983.3k $31.3m $31.3m 2.91% Reduced -8.7k -8,727
32 Foundations Investment Advisors, LLC 0.47% of their portfolio PHOENIX, AZ 941,302941.3k $29.9m $29.9m 0.47% Added +23.7k +23,696
33 Brookstone Capital Management 0.39% of their portfolio WHEATON, IL 934,486934.5k $29.7m $29.7m 0.39% Reduced -182.3k -182,263
34 NorthRock Partners, LLC 0.75% of their portfolio MINNEAPOLIS, MN 909,213909.2k $28.9m $28.9m 0.75% Added +70.0k +70,013
35 Integrated Wealth Concepts LLC 0.28% of their portfolio WALTHAM, MA 880,923880.9k $28.0m $28.0m 0.28% Added +40.8k +40,788
36 Sound View Wealth Advisors Group, LLC 2.00% of their portfolio SAVANNAH, GA 851,230851.2k $27.1m $27.1m 2.00% Added +28.4k +28,388
37 Equitable Holdings, Inc. 0.22% of their portfolio NEW YORK, NY 830,227830.2k $26.4m $26.4m 0.22% Added +102.6k +102,605
38 Coppell Advisory Solutions LLC 1.75% of their portfolio COPPELL, TX 775,179775.2k $24.6m $24.6m 1.75% Added +201.4k +201,393
39 VestGen Advisors, LLC 0.97% of their portfolio CHICAGO, IL 767,624767.6k $24.4m $24.4m 0.97% Added +45.3k +45,268
40 StoneX Group Inc. 1.19% of their portfolio NEW YORK, NY 766,703766.7k $24.4m $24.4m 1.19% Added +6.6k +6,625
41 AVANTAX ADVISORY SERVICES, INC. 0.13% of their portfolio DALLAS, TX 765,271765.3k $24.3m $24.3m 0.13% Added +311.0k +311,032
42 Sanctuary Advisors, LLC 0.14% of their portfolio INDIANAPOLIS, IN 713,828713.8k $22.7m $22.7m 0.14% Added +65.2k +65,168
43 CreativeOne Wealth, LLC 0.58% of their portfolio OVERLAND PARK, KS 699,232699.2k $22.2m $22.2m 0.58% Added +49.1k +49,053
44 Ignite Planners, LLC 3.84% of their portfolio SAN CLEMENTE, CA 685,442685.4k $22.0m $22.0m 3.84% Added +14.2k +14,231
45 Prospera Financial Services Inc 0.39% of their portfolio Dallas, TX 664,373664.4k $21.1m $21.1m 0.39% Added +18.0k +17,991
46 WealthPlan Investment Management, LLC 1.51% of their portfolio OMAHA, NE 650,529650.5k $20.7m $20.7m 1.51% Added +222.1k +222,141
47 Valtinson Bruner Financial Planning LLC 6.43% of their portfolio NEW BRIGHTON, MN 644,302644.3k $20.5m $20.5m 6.43% Added +7.6k +7,606
48 Rockefeller Capital Management L.P. 0.02% of their portfolio NEW YORK, NY 643,016643.0k $20.4m $20.4m 0.02% Added +341.3k +341,325
49 ROVIN CAPITAL /UT/ /ADV 6.09% of their portfolio MESA, AZ 631,697631.7k $20.1m $20.1m 6.09% Reduced -5.3k -5,287
50 Ausdal Financial Partners, Inc. 1.24% of their portfolio Davenport, IA 586,054586.1k $18.6m $18.6m 1.24% Added +31.7k +31,718
51 Holos Integrated Wealth LLC 11.37% of their portfolio KENNETT SQUARE, PA 581,708581.7k $18.9m $18.9m 11.37% Added +5.7k +5,689
52 INDEPENDENT FINANCIAL GROUP, LLC 0.50% of their portfolio SAN DIEGO, CA 570,245570.2k $18.1m $18.1m 0.50% Added +61.5k +61,481
53 Lifestyle Asset Management, Inc. 8.23% of their portfolio FRIENDSWOOD, TX 554,223554.2k $17.6m $17.6m 8.23% Reduced -3.2k -3,160
54 Stratos Wealth Partners, LTD. 0.23% of their portfolio BEACHWOOD, OH 540,585540.6k $17.2m $17.2m 0.23% Reduced -231.7k -231,683
55 Atria Wealth Solutions, Inc. 0.39% of their portfolio NEW YORK, NY 535,930535.9k $17.1m $17.1m 0.39% Reduced -537.1k -537,052
56 Howard Capital Management, LLC 0.25% of their portfolio Alpharetta, GA 527,749527.7k $16.8m $16.8m 0.25% Added +252.7k +252,705
57 OPPENHEIMER & CO INC 0.22% of their portfolio NEW YORK, NY 511,962512.0k $16.3m $16.3m 0.22% Added +38.1k +38,078
58 Solano Wealth Investment Advisors LLC 8.07% of their portfolio Fairfield, CA 494,458494.5k $15.7m $15.7m 8.07% Reduced -24.6k -24,575
59 Seros Financial, LLC 9.77% of their portfolio TEMPE, AZ 484,927484.9k $15.4m $15.4m 9.77% Added +307.6k +307,605
60 Centennial Wealth Advisory LLC 4.83% of their portfolio Traverse City, MI 477,731477.7k $15.2m $15.2m 4.83% Reduced -2.3k -2,311
61 Cooper Financial Group 1.76% of their portfolio IRVINE, CA 471,867471.9k $15.0m $15.0m 1.76% Added +25.7k +25,714
62 Hobart Private Capital, LLC 3.36% of their portfolio CHARLOTTE, NC 465,724465.7k $14.8m $14.8m 3.36% Reduced -66.2k -66,210
63 FLAGSHIP HARBOR ADVISORS, LLC 0.68% of their portfolio BOSTON, MA 449,759449.8k $14.3m $14.3m 0.68% Added +16.6k +16,619
64 Bleakley Financial Group, LLC 0.36% of their portfolio PARSIPPANY, NJ 443,814443.8k $14.1m $14.1m 0.36% Reduced -21.1k -21,120
65 Symphony Financial Services, Inc. 8.27% of their portfolio AKRON, OH 435,332435.3k $13.8m $13.8m 8.27% Added +11.6k +11,612
66 IFG Advisory, LLC 0.69% of their portfolio ATLANTA, GA 431,284431.3k $13.7m $13.7m 0.69% Reduced -6.6k -6,609
67 IMG Wealth Management, Inc. 10.47% of their portfolio JACKSONVILLE, FL 425,139425.1k $13.5m $13.5m 10.47% Added +32.4k +32,406
68 WealthPLAN Partners, LLC 2.15% of their portfolio OMAHA, NE 420,907420.9k $13.4m $13.4m 2.15% Reduced -218.0k -217,976
69 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 414,176414.2k $13.2m $13.2m 0.02% Reduced -15.2k -15,156
70 Key Financial Inc 2.64% of their portfolio WEST CHESTER, PA 412,741412.7k $13.1m $13.1m 2.64% Reduced -1.5k -1,519
71 Steward Partners Investment Advisory, LLC 0.10% of their portfolio STAMFORD, CT 407,277407.3k $13.0m $13.0m 0.10% Added +8.6k +8,632
72 Ergawealth Advisors, Inc. 5.82% of their portfolio OAK BROOK, IL 407,113407.1k $12.9m $12.9m 5.82% Reduced -18.4k -18,381
73 Strategic Blueprint, LLC 0.62% of their portfolio ATLANTA, GA 396,804396.8k $12.6m $12.6m 0.62% Added +13.3k +13,321
74 HBW ADVISORY SERVICES LLC 1.53% of their portfolio SIMI VALLEY, CA 389,311389.3k $12.4m $12.4m 1.53% Added +34.4k +34,413
75 Cooper Capital Advisors LLC 11.90% of their portfolio Encinitas, CA 387,831387.8k $12.3m $12.3m 11.90% Added +15.5k +15,549
76 Sigma Planning Corp 0.36% of their portfolio ANN ARBOR, MI 375,159375.2k $11.9m $11.9m 0.36% Reduced -173.0k -172,970
77 First Horizon Advisors, Inc. 0.31% of their portfolio MEMPHIS, TN 373,790373.8k $11.9m $11.9m 0.31% Added +7.2k +7,240
78 Meridian Wealth Management, LLC 0.50% of their portfolio LEXINGTON, KY 367,042367.0k $11.7m $11.7m 0.50% Reduced -3.4k -3,427
79 Apollon Wealth Management, LLC 0.23% of their portfolio MOUNT PLEASANT, SC 363,415363.4k $11.6m $11.6m 0.23% Added +22.6k +22,648
80 Triton Wealth Management, PLLC 4.86% of their portfolio SUN CITY, AZ 352,334352.3k $11.4m $11.4m 4.86% First filing
81 GREAT VALLEY ADVISOR GROUP, INC. 0.25% of their portfolio WILMINGTON, DE 352,118352.1k $11.2m $11.2m 0.25% Reduced -289.2k -289,201
82 Tower Wealth Partners, Inc. 6.61% of their portfolio LEWISBURG, PA 351,737351.7k $11.2m $11.2m 6.61% Added +4.9k +4,935
83 Geneos Wealth Management Inc. 0.27% of their portfolio ENGLEWOOD, CO 349,890349.9k $11.1m $11.1m 0.27% Reduced -113.5k -113,452
84 Prosperity Consulting Group, LLC 0.80% of their portfolio OWINGS MILLS, MD 344,345344.3k $11.0m $11.0m 0.80% Added +66.7k +66,663
85 MONEY CONCEPTS CAPITAL CORP 0.70% of their portfolio PALM BEACH GARDENS, FL 330,880330.9k $10.5m $10.5m 0.70% Reduced -41.1k -41,139
86 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 314,574314.6k $10.0m $10.0m 0.00% Reduced -135.3k -135,274
87 Financial Network Wealth Advisors LLC 12.14% of their portfolio MURRAY, UT 313,886313.9k $10.0m $10.0m 12.14% Reduced -9.0k -9,011
88 Schulz Wealth, LTD. 7.42% of their portfolio MANSFIELD, TX 312,141312.1k $9.9m $9.9m 7.42% Added +15.0k +14,960
89 SSI INVESTMENT MANAGEMENT LLC 0.65% of their portfolio Los Angeles, CA 288,390288.4k $9.2m $9.2m 0.65% Reduced -71.1k -71,102
90 Frederick Financial Consultants, LLC 5.57% of their portfolio FREDERICK, MD 282,035282.0k $9.0m $9.0m 5.57% Added +6.9k +6,905
91 Solitude Financial Services 3.24% of their portfolio CHARLOTTESVILLE, VA 281,596281.6k $9.0m $9.0m 3.24% Added +17.0k +16,970
92 Rehmann Capital Advisory Group 0.52% of their portfolio LANSING, MI 269,490269.5k $8.6m $8.6m 0.52% Reduced -741 -741
93 Drake & Associates, LLC 2.07% of their portfolio WAUKESHA, WI 265,795265.8k $8.5m $8.5m 2.07% Reduced -144.6k -144,578
94 Concurrent Investment Advisors, LLC 0.16% of their portfolio Tampa, FL 264,554264.6k $8.4m $8.4m 0.16% Reduced -219.7k -219,724
95 Regal Investment Advisors LLC 0.63% of their portfolio KENTWOOD, MI 262,842262.8k $8.4m $8.4m 0.63% Added +15.1k +15,136
96 WORLD EQUITY GROUP, INC. 2.27% of their portfolio SCHAUMBURG, IL 261,244261.2k $8.3m $8.3m 2.27% Reduced -24.5k -24,544
97 CoreCap Advisors, LLC 0.32% of their portfolio SOUTHFIELD, MI 252,840252.8k $8.0m $8.0m 0.32% Reduced -6.8k -6,825
98 TWIN PEAKS WEALTH ADVISORS, LLC 2.65% of their portfolio SAN FRANCISCO, CA 250,672250.7k $8.2m $8.2m 2.65% Added +5.0k +5,043
99 Pallas Capital Advisors LLC 0.30% of their portfolio BRAINTREE, MA 249,329249.3k $7.9m $7.9m 0.30% Added +87.0k +86,976
100 PMG Wealth Management, Inc. 6.48% of their portfolio Hawthorn Woods, IL 246,725246.7k $7.8m $7.8m 6.48% Added +15.2k +15,200