Vault-13

FIRST TR EXCHNG TRADED FD VI BUFR

FT VEST LADDERED · ETP · CUSIP 33740F755

501 institutional holders +62 vs Q3 2025
203,435,069203.4m shares reported held*
$7.0bnreported value*
52 new 222 added 140 reduced 14 sold out net bought ≈ $373.3m (+10.9m 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 ($3.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $34.26.

Trends to Q4 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: 439Q4 25: 501501Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 2025501

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q1 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 25Q3 25: 247 bought or addedQ3 25: 164 cut or sold outQ4 25: 274 bought or addedQ4 25: 154 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 202419990
Q2 202422688
Q3 202424299
Q4 2024255107
Q1 2025279132
Q2 2025232189
Q3 2025247164
Q4 2025274154

Biggest buyers

LPL Financial LLC Added +2,609,325+2.6m
MORGAN STANLEY Added +2,560,580+2.6m
WELLS FARGO & COMPANY/MN Added +1,299,944+1.3m
RAYMOND JAMES FINANCIAL INC Added +856,432+856.4k
Cetera Investment Advisers Added +671,461+671.5k
Hibernia Wealth Partners, LLC Added +497,592+497.6k
Howard Capital Management, LLC Added +445,206+445.2k
Cambridge Investment Research Advisors, Inc. Added +418,781+418.8k
World Investment Advisors New +376,196+376.2k
MML INVESTORS SERVICES, LLC Added +311,620+311.6k

Biggest sellers

ENVESTNET ASSET MANAGEMENT INC Reduced -1,351,637-1.4m
Foundations Investment Advisors, LLC Reduced -690,944-690.9k
Sanctuary Advisors, LLC Reduced -653,589-653.6k
ROVIN CAPITAL /UT/ /ADV Reduced -625,420-625.4k
OSAIC HOLDINGS, INC. Reduced -396,075-396.1k
Uniting Wealth Partners, LLC Sold out -362,966-363.0k
Creative Planning Reduced -203,591-203.6k
Ergawealth Advisors, Inc. Reduced -157,329-157.3k
Consolidated Portfolio Review Corp Sold out -154,357-154.4k
JPMORGAN CHASE & CO Reduced -147,788-147.8k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.42% of their portfolio FORT MILL, SC 44,621,82344.6m $1.5bn $1.5bn 0.42% Added +2.6m +2,609,325
2 Cetera Investment Advisers 0.48% of their portfolio SCHAUMBURG, IL 12,860,04312.9m $440.6m $440.6m 0.48% Added +671.5k +671,461
3 COMMONWEALTH EQUITY SERVICES, LLC 0.53% of their portfolio WALTHAM, MA 11,528,75811.5m $395.0m $395.0m 0.53% Added +115.3k +115,259
4 OSAIC HOLDINGS, INC. 0.36% of their portfolio SCOTTSDALE, AZ 7,184,4867.2m $246.1m $246.1m 0.36% Reduced -396.1k -396,075
5 ENVESTNET ASSET MANAGEMENT INC 0.07% of their portfolio Berwyn, PA 6,916,2396.9m $237.0m $237.0m 0.07% Reduced -1.4m -1,351,637
6 RAYMOND JAMES FINANCIAL INC 0.06% of their portfolio ST. PETERSBURG, FL 5,553,7175.6m $190.3m $190.3m 0.06% Added +856.4k +856,432
7 CWM, LLC 0.46% of their portfolio OMAHA, NE 4,964,2565.0m $170.1m $170.1m 0.46% Reduced -117.6k -117,628
8 ROYAL BANK OF CANADA 0.03% of their portfolio TORONTO, A6 4,797,3264.8m $164.4m $164.4m 0.03% Added +138.8k +138,823
9 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.17% of their portfolio PLYMOUTH, MN 3,723,4233.7m $128.5m $128.5m 0.17% Added +145.1k +145,064
10 MML INVESTORS SERVICES, LLC 0.30% of their portfolio SPRINGFIELD, MA 3,626,8793.6m $124.3m $124.3m 0.30% Added +311.6k +311,620
11 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 3,455,6573.5m $118.4m $118.4m 0.01% Added +2.6m +2,560,580
12 Private Advisor Group, LLC 0.53% of their portfolio MORRISTOWN, NJ 3,280,8873.3m $112.4m $112.4m 0.53% Added +87.9k +87,948
13 Cambridge Investment Research Advisors, Inc. 0.30% of their portfolio FAIRFIELD, IA 3,262,9123.3m $111.8m $111.8m 0.30% Added +418.8k +418,781
14 Kestra Advisory Services, LLC 0.46% of their portfolio AUSTIN, TX 3,220,4873.2m $110.3m $110.3m 0.46% Added +11.8k +11,756
15 NewEdge Advisors, LLC 0.34% of their portfolio NEW ORLEANS, LA 2,747,7202.7m $94.1m $94.1m 0.34% Added +205.6k +205,575
16 HARBOUR INVESTMENTS, INC. 1.72% of their portfolio MADISON, WI 2,481,9422.5m $85.0m $85.0m 1.72% Reduced -65.8k -65,762
17 TRUIST FINANCIAL CORP 0.10% of their portfolio CHARLOTTE, NC 2,117,4372.1m $72.5m $72.5m 0.10% Reduced -118.6k -118,614
18 KESTRA PRIVATE WEALTH SERVICES, LLC 0.84% of their portfolio AUSTIN, TX 1,968,7732.0m $67.5m $67.5m 0.84% Added +42.5k +42,505
19 IHT Wealth Management, LLC 1.40% of their portfolio Chicago, IL 1,679,6631.7m $57.5m $57.5m 1.40% Added +145.6k +145,631
20 Aptus Capital Advisors, LLC 0.47% of their portfolio FAIRHOPE, AL 1,599,1451.6m $54.8m $54.8m 0.47% Added +15.1k +15,118
21 GUARDIAN WEALTH ADVISORS, LLC / NC 3.15% of their portfolio RALEIGH, NC 1,467,6611.5m $50.3m $50.3m 3.15% Reduced -7.9k -7,948
22 Gladstone Institutional Advisory LLC 1.85% of their portfolio Bedminster, NJ 1,429,0871.4m $49.0m $49.0m 1.85% Added +21.3k +21,325
23 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 1,303,3101.3m $44.7m $44.7m 0.01% Added +1.3m +1,299,944
24 Tradition Wealth Management, LLC 3.15% of their portfolio EDINA, MN 1,280,0501.3m $43.9m $43.9m 3.15% Added +31.3k +31,305
25 Howard Capital Management, LLC 0.56% of their portfolio Alpharetta, GA 1,257,3751.3m $43.1m $43.1m 0.56% Added +445.2k +445,206
26 NorthRock Partners, LLC 0.69% of their portfolio MINNEAPOLIS, MN 1,192,8561.2m $40.9m $40.9m 0.69% Added +249.7k +249,695
27 Janney Montgomery Scott LLC 0.09% of their portfolio PHILADELPHIA, PA 1,093,9351.1m $37.5m $37.5m 0.09% Added +19.6k +19,596
28 Goldstone Financial Group, LLC 4.08% of their portfolio OAKBROOK TERRACE, IL 1,068,8411.1m $36.6m $36.6m 4.08% Added +23.4k +23,429
29 Integrated Wealth Concepts LLC 0.43% of their portfolio WALTHAM, MA 1,058,2241.1m $36.3m $36.3m 0.43% Added +153.8k +153,800
30 Triad Wealth Partners, LLC 3.40% of their portfolio LAWRENCE, KS 1,044,0991.0m $35.8m $35.8m 3.40% Added +64.6k +64,612
31 Hibernia Wealth Partners, LLC 10.50% of their portfolio BATON ROUGE, LA 1,017,4001.0m $34.9m $34.9m 10.50% Added +497.6k +497,592
32 MILESTONE ASSET MANAGEMENT, LLC 6.56% of their portfolio PITTSBURGH, PA 1,015,0601.0m $34.8m $34.8m 6.56% Added +7.2k +7,158
33 Equitable Holdings, Inc. 0.24% of their portfolio NEW YORK, NY 1,003,8501.0m $34.4m $34.4m 0.24% Added +49.3k +49,296
34 Brookstone Capital Management 0.39% of their portfolio WHEATON, IL 997,857997.9k $34.2m $34.2m 0.39% Added +87.4k +87,448
35 Mariner, LLC 0.04% of their portfolio Overland Park, KS 928,274928.3k $31.8m $31.8m 0.04% Reduced -30.3k -30,298
36 Sound View Wealth Advisors Group, LLC 2.06% of their portfolio SAVANNAH, GA 894,718894.7k $30.7m $30.7m 2.06% Added +26.0k +26,024
37 Coppell Advisory Solutions LLC 2.98% of their portfolio COPPELL, TX 879,894879.9k $30.3m $30.3m 2.98% Added +1.5k +1,462
38 Prosperity Consulting Group, LLC 1.33% of their portfolio OWINGS MILLS, MD 860,109860.1k $29.5m $29.5m 1.33% Added +150.2k +150,208
39 CreativeOne Wealth, LLC 0.70% of their portfolio OVERLAND PARK, KS 841,382841.4k $28.8m $28.8m 0.70% Reduced -14.7k -14,749
40 StoneX Group Inc. 1.14% of their portfolio NEW YORK, NY 764,028764.0k $26.2m $26.2m 1.14% Added +3.5k +3,526
41 INDEPENDENT FINANCIAL GROUP, LLC 0.58% of their portfolio SAN DIEGO, CA 754,296754.3k $25.8m $25.8m 0.58% Added +71.5k +71,543
42 Sanctuary Advisors, LLC 0.14% of their portfolio INDIANAPOLIS, IN 748,494748.5k $25.6m $25.6m 0.14% Reduced -653.6k -653,589
43 Prospera Financial Services Inc 0.41% of their portfolio Dallas, TX 731,915731.9k $25.1m $25.1m 0.41% Added +45.3k +45,251
44 Ausdal Financial Partners, Inc. 1.16% of their portfolio Davenport, IA 730,523730.5k $25.0m $25.0m 1.16% Added +70.9k +70,896
45 RFG Advisory, LLC 0.47% of their portfolio BIRMINGHAM, AL 724,152724.2k $24.8m $24.8m 0.47% Reduced -64.2k -64,173
46 Ignite Planners, LLC 3.69% of their portfolio SAN CLEMENTE, CA 697,971698.0k $24.1m $24.1m 3.69% Added +15.2k +15,177
47 ROVIN CAPITAL /UT/ /ADV 5.80% of their portfolio MESA, AZ 637,496637.5k $21.8m $21.8m 5.80% Reduced -625.4k -625,420
48 OPPENHEIMER & CO INC 0.30% of their portfolio NEW YORK, NY 622,156622.2k $21.3m $21.3m 0.30% Added +66.3k +66,252
49 VestGen Advisors, LLC 0.87% of their portfolio CHICAGO, IL 593,600593.6k $20.3m $20.3m 0.87% Reduced -147.8k -147,760
50 Holos Integrated Wealth LLC 11.30% of their portfolio KENNETT SQUARE, PA 590,320590.3k $20.2m $20.2m 11.30% Added +81 +81
51 Valtinson Bruner Financial Planning LLC 5.65% of their portfolio NEW BRIGHTON, MN 573,706573.7k $19.7m $19.7m 5.65% Reduced -85.7k -85,696
52 PSI Advisors, LLC 4.81% of their portfolio TAMPA, FL 558,502558.5k $19.1m $19.1m 4.81% Added +21.8k +21,835
53 WealthPlan Investment Management, LLC 1.22% of their portfolio OMAHA, NE 557,443557.4k $19.1m $19.1m 1.22% Reduced -91.6k -91,600
54 FLAGSHIP HARBOR ADVISORS, LLC 0.86% of their portfolio BOSTON, MA 529,130529.1k $18.1m $18.1m 0.86% Added +32.4k +32,416
55 HBW ADVISORY SERVICES LLC 1.95% of their portfolio SIMI VALLEY, CA 524,041524.0k $18.0m $18.0m 1.95% Added +109.5k +109,511
56 Stratos Wealth Partners, LTD. 0.20% of their portfolio BEACHWOOD, OH 520,042520.0k $17.8m $17.8m 0.20% Added +16.9k +16,859
57 IFG Advisory, LLC 0.77% of their portfolio ATLANTA, GA 516,442516.4k $17.7m $17.7m 0.77% Reduced -8.9k -8,906
58 Centennial Wealth Advisory LLC 4.49% of their portfolio Traverse City, MI 495,404495.4k $17.0m $17.0m 4.49% Added +2.5k +2,532
59 Solano Wealth Investment Advisors LLC 8.30% of their portfolio Fairfield, CA 488,722488.7k $16.7m $16.7m 8.30% Reduced -6.8k -6,820
60 Cooper Financial Group 1.76% of their portfolio IRVINE, CA 481,960482.0k $16.5m $16.5m 1.76% Added +12.1k +12,062
61 GREAT VALLEY ADVISOR GROUP, INC. 0.32% of their portfolio WILMINGTON, DE 480,036480.0k $16.4m $16.4m 0.32% Added +118.5k +118,498
62 IMG Wealth Management, Inc. 10.44% of their portfolio JACKSONVILLE, FL 479,758479.8k $16.4m $16.4m 10.44% Reduced -2.1k -2,100
63 Bleakley Financial Group, LLC 0.28% of their portfolio PARSIPPANY, NJ 466,536466.5k $16.0m $16.0m 0.28% Added +12.7k +12,690
64 Symphony Financial Services, Inc. 8.18% of their portfolio AKRON, OH 465,822465.8k $16.0m $16.0m 8.18% Added +26.0k +25,970
65 SageGuard Financial Group, LLC 2.48% of their portfolio GOODLETTSVILLE, TN 455,390455.4k $15.6m $15.6m 2.48% First filing
66 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 455,213455.2k $15.6m $15.6m 0.02% Added +28.9k +28,882
67 Hobart Private Capital, LLC 2.89% of their portfolio CHARLOTTE, NC 432,814432.8k $14.8m $14.8m 2.89% Reduced -6.4k -6,388
68 Cooper Capital Advisors LLC 8.94% of their portfolio Encinitas, CA 414,609414.6k $14.2m $14.2m 8.94% Added +23.2k +23,163
69 Key Financial Inc 2.57% of their portfolio WEST CHESTER, PA 411,757411.8k $14.1m $14.1m 2.57% Reduced -3.6k -3,552
70 Strategic Blueprint, LLC 0.83% of their portfolio ATLANTA, GA 410,263410.3k $14.1m $14.1m 0.83% Added +2.0k +2,006
71 WealthPLAN Partners, LLC 2.10% of their portfolio OMAHA, NE 410,055410.1k $14.0m $14.0m 2.10% Reduced -16.9k -16,905
72 Pallas Capital Advisors LLC 0.45% of their portfolio BRAINTREE, MA 394,756394.8k $13.5m $13.5m 0.45% Added +1.7k +1,717
73 Rockefeller Capital Management L.P. 0.02% of their portfolio NEW YORK, NY 390,582390.6k $13.4m $13.4m 0.02% Added +44.7k +44,716
74 Kovack Advisors, Inc. 0.63% of their portfolio FT. LAUDERDALE, FL 385,809385.8k $13.2m $13.2m 0.63% Added +299.6k +299,617
75 Apollon Wealth Management, LLC 0.23% of their portfolio MOUNT PLEASANT, SC 385,687385.7k $13.2m $13.2m 0.23% Added +10.9k +10,946
76 Meridian Wealth Management, LLC 0.46% of their portfolio LEXINGTON, KY 384,142384.1k $13.2m $13.2m 0.46% Added +8.6k +8,634
77 Steward Partners Investment Advisory, LLC 0.07% of their portfolio STAMFORD, CT 381,865381.9k $13.1m $13.1m 0.07% Reduced -15.0k -15,000
78 Goldenstone Wealth Management LLC 9.73% of their portfolio EL DORADO HILLS, CA 379,420379.4k $13.0m $13.0m 9.73% First filing
79 Keystone Financial Group 0.96% of their portfolio LEXINGTON, KY 379,123379.1k $13.0m $13.0m 0.96% Added +263.0k +263,039
80 Geneos Wealth Management Inc. 0.32% of their portfolio ENGLEWOOD, CO 378,075378.1k $13.0m $13.0m 0.32% Added +4.7k +4,729
81 World Investment Advisors 0.21% of their portfolio LINCROFT, NJ 376,196376.2k $12.9m $12.9m 0.21% New
82 Sigma Planning Corp 0.33% of their portfolio ANN ARBOR, MI 372,173372.2k $12.1m $12.1m 0.33% Reduced -7.5k -7,465
83 Capasso Planning Partners LLC 6.85% of their portfolio CHARLESTON, SC 363,625363.6k $12.5m $12.5m 6.85% Added +236.0k +235,960
84 MONEY CONCEPTS CAPITAL CORP 0.69% of their portfolio PALM BEACH GARDENS, FL 357,150357.1k $12.2m $12.2m 0.69% Added +13.2k +13,170
85 Tower Wealth Partners, Inc. 6.67% of their portfolio LEWISBURG, PA 354,179354.2k $12.1m $12.1m 6.67% Added +3.7k +3,720
86 BENJAMIN EDWARDS INC 0.13% of their portfolio Clayton, MO 337,374337.4k $11.6m $11.6m 0.13% Added +96.3k +96,346
87 WCG Wealth Advisors LLC 0.31% of their portfolio LAS VEGAS, NV 325,841325.8k $11.2m $11.2m 0.31% Added +194.7k +194,656
88 Schulz Wealth, LTD. 7.14% of their portfolio MANSFIELD, TX 325,189325.2k $11.1m $11.1m 7.14% Reduced -25.1k -25,088
89 Lifestyle Asset Management, Inc. 3.61% of their portfolio FRIENDSWOOD, TX 324,170324.2k $11.1m $11.1m 3.61% Added +1.7k +1,655
90 Triton Wealth Management, PLLC 4.16% of their portfolio SUN CITY, AZ 320,501320.5k $11.0m $11.0m 4.16% Reduced -25.8k -25,786
91 Koshinski Asset Management, Inc. 0.70% of their portfolio DECATUR, IL 315,321315.3k $10.8m $10.8m 0.70% Added +138.0k +138,041
92 HighPoint Advisor Group LLC 0.23% of their portfolio DOWNERS GROVE, IL 306,112306.1k $10.5m $10.5m 0.23% New
93 Financial Network Wealth Advisors LLC 10.69% of their portfolio MURRAY, UT 299,499299.5k $10.3m $10.3m 10.69% Reduced -5.3k -5,346
94 Regal Investment Advisors LLC 0.61% of their portfolio KENTWOOD, MI 296,543296.5k $10.2m $10.2m 0.61% Added +12.4k +12,376
95 Frederick Financial Consultants, LLC 5.56% of their portfolio FREDERICK, MD 296,496296.5k $10.2m $10.2m 5.56% Added +4.4k +4,438
96 AE Wealth Management LLC 0.06% of their portfolio TOPEKA, KS 292,058292.1k $10.0m $10.0m 0.06% Added +57.0k +56,961
97 CENTAURUS FINANCIAL, INC. 0.46% of their portfolio ANAHEIM, CA 290,438290.4k $9.9m $9.9m 0.46% Added +43.4k +43,370
98 SSI INVESTMENT MANAGEMENT LLC 0.67% of their portfolio Los Angeles, CA 289,025289.0k $9.9m $9.9m 0.67% Reduced -419 -419
99 Tidemark, LLC 2.78% of their portfolio SAN DIEGO, CA 285,814285.8k $9.8m $9.8m 2.78% New
100 WealthCare Investment Partners, LLC 2.85% of their portfolio PORTSMOUTH, RI 285,610285.6k $9.8m $9.8m 2.85% New