Vault-13

FIRST TR EXCHNG TRADED FD VI BUFR

FT VEST LADDERED · ETP · CUSIP 33740F755

439 institutional holders -2 vs Q2 2025
191,532,254191.5m shares reported held*
$6.4bnreported value*
34 new 213 added 136 reduced 28 sold out net bought ≈ $213.9m (+6.4m 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 ($1.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $33.38.

Trends to Q3 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: 441Q3 25: 439439Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025439

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q4 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 25Q2 25: 232 bought or addedQ2 25: 189 cut or sold outQ3 25: 247 bought or addedQ3 25: 164 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 202317976
Q1 202419990
Q2 202422688
Q3 202424299
Q4 2024255107
Q1 2025279132
Q2 2025232189
Q3 2025247164

Biggest buyers

LPL Financial LLC Added +2,222,772+2.2m
Kestra Advisory Services, LLC Added +1,338,785+1.3m
Cetera Investment Advisers Added +1,183,161+1.2m
RAYMOND JAMES FINANCIAL INC Added +997,790+997.8k
Triad Wealth Partners, LLC Added +924,811+924.8k
MORGAN STANLEY Added +854,042+854.0k
Sanctuary Advisors, LLC Added +688,255+688.3k
ENVESTNET ASSET MANAGEMENT INC Added +681,248+681.2k
COMMONWEALTH EQUITY SERVICES, LLC Added +662,999+663.0k
ROVIN CAPITAL /UT/ /ADV Added +631,219+631.2k

Biggest sellers

ROYAL BANK OF CANADA Reduced -4,858,203-4.9m
Amplius Wealth Advisors, LLC Reduced -853,137-853.1k
Hibernia Wealth Partners, LLC Reduced -483,396-483.4k
Rockefeller Capital Management L.P. Reduced -297,150-297.1k
Seros Financial, LLC Reduced -285,954-286.0k
Drake & Associates, LLC Reduced -239,429-239.4k
Lifestyle Asset Management, Inc. Reduced -231,708-231.7k
RFG Advisory, LLC Reduced -228,788-228.8k
Arax Advisory Partners Sold out -208,416-208.4k
Freedom Investment Management, Inc. Sold out -204,464-204.5k

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.41% of their portfolio FORT MILL, SC 42,012,49842.0m $1.4bn $1.4bn 0.41% Added +2.2m +2,222,772
2 Cetera Investment Advisers 0.47% of their portfolio SCHAUMBURG, IL 12,188,58212.2m $407.3m $407.3m 0.47% Added +1.2m +1,183,161
3 COMMONWEALTH EQUITY SERVICES, LLC 0.49% of their portfolio WALTHAM, MA 11,413,49911.4m $381.4m $381.4m 0.49% Added +663.0k +662,999
4 ENVESTNET ASSET MANAGEMENT INC 0.08% of their portfolio Berwyn, PA 8,267,8768.3m $276.3m $276.3m 0.08% Added +681.2k +681,248
5 OSAIC HOLDINGS, INC. 0.35% of their portfolio SCOTTSDALE, AZ 7,580,5617.6m $250.1m $250.1m 0.35% Added +324.1k +324,116
6 CWM, LLC 0.51% of their portfolio OMAHA, NE 5,081,8845.1m $169.8m $169.8m 0.51% Added +10.5k +10,545
7 RAYMOND JAMES FINANCIAL INC 0.05% of their portfolio ST. PETERSBURG, FL 4,697,2854.7m $157.0m $157.0m 0.05% Added +997.8k +997,790
8 ROYAL BANK OF CANADA 0.03% of their portfolio TORONTO, A6 4,658,5034.7m $155.7m $155.7m 0.03% Reduced -4.9m -4,858,203
9 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.18% of their portfolio PLYMOUTH, MN 3,578,3593.6m $119.7m $119.7m 0.18% Added +209.1k +209,088
10 MML INVESTORS SERVICES, LLC 0.30% of their portfolio SPRINGFIELD, MA 3,315,2593.3m $110.8m $110.8m 0.30% Added +31.2k +31,189
11 Kestra Advisory Services, LLC 0.49% of their portfolio AUSTIN, TX 3,208,7313.2m $107.2m $107.2m 0.49% Added +1.3m +1,338,785
12 Private Advisor Group, LLC 0.52% of their portfolio MORRISTOWN, NJ 3,192,9393.2m $106.7m $106.7m 0.52% Added +205.8k +205,793
13 Cambridge Investment Research Advisors, Inc. 0.26% of their portfolio FAIRFIELD, IA 2,844,1312.8m $95.1m $95.1m 0.26% Added +213.6k +213,636
14 HARBOUR INVESTMENTS, INC. 1.93% of their portfolio MADISON, WI 2,547,7042.5m $85.1m $85.1m 1.93% Added +87.3k +87,334
15 NewEdge Advisors, LLC 0.39% of their portfolio NEW ORLEANS, LA 2,542,1452.5m $85.0m $85.0m 0.39% Added +47.1k +47,059
16 TRUIST FINANCIAL CORP 0.10% of their portfolio CHARLOTTE, NC 2,236,0512.2m $74.7m $74.7m 0.10% Added +56.5k +56,550
17 KESTRA PRIVATE WEALTH SERVICES, LLC 0.84% of their portfolio AUSTIN, TX 1,926,2681.9m $64.4m $64.4m 0.84% Added +15.9k +15,889
18 Aptus Capital Advisors, LLC 0.48% of their portfolio FAIRHOPE, AL 1,584,0271.6m $52.9m $52.9m 0.48% Reduced -129.0k -128,960
19 IHT Wealth Management, LLC 1.30% of their portfolio Chicago, IL 1,534,0321.5m $51.3m $51.3m 1.30% Added +5.6k +5,642
20 GUARDIAN WEALTH ADVISORS, LLC / NC 3.22% of their portfolio RALEIGH, NC 1,475,6091.5m $49.3m $49.3m 3.22% Reduced -138.8k -138,796
21 Gladstone Institutional Advisory LLC 1.81% of their portfolio Bedminster, NJ 1,407,7621.4m $47.0m $47.0m 1.81% Reduced -70.0k -70,031
22 Sanctuary Advisors, LLC 0.13% of their portfolio INDIANAPOLIS, IN 1,402,0831.4m $44.4m $44.4m 0.13% Added +688.3k +688,255
23 Creekmur Asset Management LLC 7.44% of their portfolio MORTON, IL 1,343,6801.3m $44.9m $44.9m 7.44% Added +75.2k +75,214
24 ROVIN CAPITAL /UT/ /ADV 5.96% of their portfolio MESA, AZ 1,262,9161.3m $41.2m $41.2m 5.96% Added +631.2k +631,219
25 Tradition Wealth Management, LLC 3.09% of their portfolio EDINA, MN 1,248,7451.2m $41.7m $41.7m 3.09% Reduced -5.8k -5,808
26 Janney Montgomery Scott LLC 0.09% of their portfolio PHILADELPHIA, PA 1,074,3391.1m $35.9m $35.9m 0.09% Reduced -10.7k -10,709
27 Goldstone Financial Group, LLC 4.13% of their portfolio OAKBROOK TERRACE, IL 1,045,4121.0m $34.9m $34.9m 4.13% Added +31.8k +31,813
28 MILESTONE ASSET MANAGEMENT, LLC 6.38% of their portfolio PITTSBURGH, PA 1,007,9021.0m $33.7m $33.7m 6.38% Reduced -54.2k -54,204
29 Triad Wealth Partners, LLC 4.22% of their portfolio LAWRENCE, KS 979,487979.5k $32.7m $32.7m 4.22% Added +924.8k +924,811
30 Mariner, LLC 0.04% of their portfolio Overland Park, KS 958,572958.6k $32.0m $32.0m 0.04% Reduced -112.1k -112,072
31 Equitable Holdings, Inc. 0.23% of their portfolio NEW YORK, NY 954,554954.6k $31.9m $31.9m 0.23% Added +124.3k +124,327
32 NorthRock Partners, LLC 0.57% of their portfolio MINNEAPOLIS, MN 943,161943.2k $31.5m $31.5m 0.57% Added +33.9k +33,948
33 Foundations Investment Advisors, LLC 0.45% of their portfolio PHOENIX, AZ 921,479921.5k $30.8m $30.8m 0.45% Reduced -19.8k -19,823
34 Brookstone Capital Management 0.36% of their portfolio WHEATON, IL 910,409910.4k $30.4m $30.4m 0.36% Reduced -24.1k -24,077
35 Integrated Wealth Concepts LLC 0.27% of their portfolio WALTHAM, MA 904,424904.4k $30.2m $30.2m 0.27% Added +23.5k +23,501
36 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 895,077895.1k $29.9m $29.9m 0.00% Added +854.0k +854,042
37 Coppell Advisory Solutions LLC 3.10% of their portfolio COPPELL, TX 878,432878.4k $29.3m $29.3m 3.10% Added +103.3k +103,253
38 Sound View Wealth Advisors Group, LLC 2.00% of their portfolio SAVANNAH, GA 868,694868.7k $29.0m $29.0m 2.00% Added +17.5k +17,464
39 CreativeOne Wealth, LLC 0.70% of their portfolio OVERLAND PARK, KS 856,131856.1k $28.6m $28.6m 0.70% Added +156.9k +156,899
40 Howard Capital Management, LLC 0.36% of their portfolio Alpharetta, GA 812,169812.2k $27.1m $27.1m 0.36% Added +284.4k +284,420
41 RFG Advisory, LLC 0.54% of their portfolio BIRMINGHAM, AL 788,325788.3k $26.3m $26.3m 0.54% Reduced -228.8k -228,788
42 StoneX Group Inc. 1.11% of their portfolio NEW YORK, NY 760,502760.5k $25.4m $25.4m 1.11% Reduced -6.2k -6,201
43 VestGen Advisors, LLC 0.83% of their portfolio CHICAGO, IL 741,360741.4k $24.8m $24.8m 0.83% Reduced -26.3k -26,264
44 Prosperity Consulting Group, LLC 1.17% of their portfolio OWINGS MILLS, MD 709,901709.9k $23.7m $23.7m 1.17% Added +365.6k +365,556
45 Prospera Financial Services Inc 0.39% of their portfolio Dallas, TX 686,664686.7k $22.9m $22.9m 0.39% Added +22.3k +22,291
46 Ignite Planners, LLC 3.74% of their portfolio SAN CLEMENTE, CA 682,794682.8k $22.8m $22.8m 3.74% Reduced -2.6k -2,648
47 INDEPENDENT FINANCIAL GROUP, LLC 0.55% of their portfolio SAN DIEGO, CA 682,753682.8k $22.8m $22.8m 0.55% Added +112.5k +112,508
48 Ausdal Financial Partners, Inc. 1.07% of their portfolio Davenport, IA 659,627659.6k $22.0m $22.0m 1.07% Added +73.6k +73,573
49 Valtinson Bruner Financial Planning LLC 6.53% of their portfolio NEW BRIGHTON, MN 659,402659.4k $22.0m $22.0m 6.53% Added +15.1k +15,100
50 WealthPlan Investment Management, LLC 1.44% of their portfolio OMAHA, NE 649,043649.0k $21.7m $21.7m 1.44% Reduced -1.5k -1,486
51 Holos Integrated Wealth LLC 11.48% of their portfolio KENNETT SQUARE, PA 590,239590.2k $19.5m $19.5m 11.48% Added +8.5k +8,531
52 OPPENHEIMER & CO INC 0.23% of their portfolio NEW YORK, NY 555,904555.9k $18.6m $18.6m 0.23% Added +43.9k +43,942
53 PSI Advisors, LLC 4.62% of their portfolio TAMPA, FL 536,667536.7k $17.9m $17.9m 4.62% New
54 IFG Advisory, LLC 0.80% of their portfolio ATLANTA, GA 525,348525.3k $17.6m $17.6m 0.80% Added +94.1k +94,064
55 Hibernia Wealth Partners, LLC 11.13% of their portfolio BATON ROUGE, LA 519,808519.8k $17.4m $17.4m 11.13% Reduced -483.4k -483,396
56 Stratos Wealth Partners, LTD. 0.20% of their portfolio BEACHWOOD, OH 503,183503.2k $16.8m $16.8m 0.20% Reduced -37.4k -37,402
57 FLAGSHIP HARBOR ADVISORS, LLC 0.72% of their portfolio BOSTON, MA 496,714496.7k $16.6m $16.6m 0.72% Added +47.0k +46,955
58 Solano Wealth Investment Advisors LLC 7.99% of their portfolio Fairfield, CA 495,542495.5k $16.6m $16.6m 7.99% Added +1.1k +1,084
59 Centennial Wealth Advisory LLC 4.58% of their portfolio Traverse City, MI 492,872492.9k $16.5m $16.5m 4.58% Added +15.1k +15,141
60 IMG Wealth Management, Inc. 10.89% of their portfolio JACKSONVILLE, FL 481,858481.9k $16.1m $16.1m 10.89% Added +56.7k +56,719
61 Cooper Financial Group 1.74% of their portfolio IRVINE, CA 469,898469.9k $15.7m $15.7m 1.74% Reduced -2.0k -1,969
62 Bleakley Financial Group, LLC 0.35% of their portfolio PARSIPPANY, NJ 453,846453.8k $15.2m $15.2m 0.35% Added +10.0k +10,032
63 Symphony Financial Services, Inc. 7.91% of their portfolio AKRON, OH 439,852439.9k $14.7m $14.7m 7.91% Added +4.5k +4,520
64 Hobart Private Capital, LLC 3.07% of their portfolio CHARLOTTE, NC 439,202439.2k $14.7m $14.7m 3.07% Reduced -26.5k -26,522
65 WealthPLAN Partners, LLC 2.14% of their portfolio OMAHA, NE 426,960427.0k $14.3m $14.3m 2.14% Added +6.1k +6,053
66 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 426,331426.3k $14.2m $14.2m 0.02% Added +12.2k +12,155
67 Key Financial Inc 2.57% of their portfolio WEST CHESTER, PA 415,309415.3k $13.9m $13.9m 2.57% Added +2.6k +2,568
68 HBW ADVISORY SERVICES LLC 1.56% of their portfolio SIMI VALLEY, CA 414,530414.5k $13.9m $13.9m 1.56% Added +25.2k +25,219
69 Strategic Blueprint, LLC 0.60% of their portfolio ATLANTA, GA 408,257408.3k $13.6m $13.6m 0.60% Added +11.5k +11,453
70 Steward Partners Investment Advisory, LLC 0.08% of their portfolio STAMFORD, CT 396,865396.9k $13.3m $13.3m 0.08% Reduced -10.4k -10,412
71 Pallas Capital Advisors LLC 0.48% of their portfolio BRAINTREE, MA 393,039393.0k $13.1m $13.1m 0.48% Added +143.7k +143,710
72 Cooper Capital Advisors LLC 8.45% of their portfolio Encinitas, CA 391,446391.4k $13.1m $13.1m 8.45% Added +3.6k +3,615
73 Sigma Planning Corp 0.36% of their portfolio ANN ARBOR, MI 379,638379.6k $12.7m $12.7m 0.36% Added +4.5k +4,479
74 Meridian Wealth Management, LLC 0.48% of their portfolio LEXINGTON, KY 375,508375.5k $12.5m $12.5m 0.48% Added +8.5k +8,466
75 Apollon Wealth Management, LLC 0.22% of their portfolio MOUNT PLEASANT, SC 374,741374.7k $12.5m $12.5m 0.22% Added +11.3k +11,326
76 Geneos Wealth Management Inc. 0.32% of their portfolio ENGLEWOOD, CO 373,346373.3k $12.5m $12.5m 0.32% Added +23.5k +23,456
77 Uniting Wealth Partners, LLC 2.86% of their portfolio DENVER, CO 362,966363.0k $12.1m $12.1m 2.86% New
78 GREAT VALLEY ADVISOR GROUP, INC. 0.24% of their portfolio WILMINGTON, DE 361,538361.5k $12.1m $12.1m 0.24% Added +9.4k +9,420
79 Tower Wealth Partners, Inc. 6.43% of their portfolio LEWISBURG, PA 350,459350.5k $11.7m $11.7m 6.43% Reduced -1.3k -1,278
80 Schulz Wealth, LTD. 7.74% of their portfolio MANSFIELD, TX 350,277350.3k $11.7m $11.7m 7.74% Added +38.1k +38,136
81 Triton Wealth Management, PLLC 4.45% of their portfolio SUN CITY, AZ 346,287346.3k $11.7m $11.7m 4.45% Reduced -6.0k -6,047
82 Rockefeller Capital Management L.P. 0.02% of their portfolio NEW YORK, NY 345,866345.9k $11.6m $11.6m 0.02% Reduced -297.1k -297,150
83 MONEY CONCEPTS CAPITAL CORP 0.71% of their portfolio PALM BEACH GARDENS, FL 343,980344.0k $11.5m $11.5m 0.71% Added +13.1k +13,100
84 Creative Planning 0.01% of their portfolio OVERLAND PARK, KS 332,327332.3k $11.1m $11.1m 0.01% Added +298.4k +298,359
85 Ergawealth Advisors, Inc. 5.06% of their portfolio OAK BROOK, IL 324,852324.9k $10.9m $10.9m 5.06% Reduced -82.3k -82,261
86 Lifestyle Asset Management, Inc. 3.68% of their portfolio FRIENDSWOOD, TX 322,515322.5k $10.8m $10.8m 3.68% Reduced -231.7k -231,708
87 Financial Network Wealth Advisors LLC 11.14% of their portfolio MURRAY, UT 304,845304.8k $10.2m $10.2m 11.14% Reduced -9.0k -9,041
88 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 301,790301.8k $10.1m $10.1m 0.00% Reduced -12.8k -12,784
89 Frederick Financial Consultants, LLC 5.47% of their portfolio FREDERICK, MD 292,058292.1k $9.8m $9.8m 5.47% Added +10.0k +10,023
90 SSI INVESTMENT MANAGEMENT LLC 0.66% of their portfolio Los Angeles, CA 289,444289.4k $9.7m $9.7m 0.66% Added +1.1k +1,054
91 Solitude Financial Services 3.29% of their portfolio CHARLOTTESVILLE, VA 288,009288.0k $9.6m $9.6m 3.29% Added +6.4k +6,413
92 Regal Investment Advisors LLC 0.62% of their portfolio KENTWOOD, MI 284,167284.2k $9.5m $9.5m 0.62% Added +21.3k +21,325
93 WORLD EQUITY GROUP, INC. 2.04% of their portfolio SCHAUMBURG, IL 269,131269.1k $9.0m $9.0m 2.04% Added +7.9k +7,887
94 Golden State Wealth Management, LLC 0.97% of their portfolio SANTA ANA, CA 263,820263.8k $8.8m $8.8m 0.97% Added +27.1k +27,109
95 LeClair Wealth Partners LLC 5.48% of their portfolio DUBLIN, OH 263,335263.3k $8.8m $8.8m 5.48% Added +21.4k +21,425
96 Rehmann Capital Advisory Group 0.47% of their portfolio LANSING, MI 259,483259.5k $8.7m $8.7m 0.47% Reduced -10.0k -10,007
97 TWIN PEAKS WEALTH ADVISORS, LLC 2.95% of their portfolio SAN FRANCISCO, CA 258,428258.4k $8.6m $8.6m 2.95% Added +7.8k +7,756
98 PMG Wealth Management, Inc. 6.53% of their portfolio Hawthorn Woods, IL 256,960257.0k $8.6m $8.6m 6.53% Added +10.2k +10,235
99 CENTAURUS FINANCIAL, INC. 0.39% of their portfolio ANAHEIM, CA 247,068247.1k $8.3m $8.3m 0.39% Added +13.2k +13,202
100 Financial Futures Ltd Liability Co. 3.96% of their portfolio BRIELLE, NJ 244,146244.1k $8.2m $8.2m 3.96% Added +10.3k +10,290