Vault-13

FIRST TR EXCHNG TRADED FD VI BUFR

FT VEST LADDERED · ETP · CUSIP 33740F755

506 institutional holders +5 vs Q4 2025
217,542,873217.5m shares reported held*
$7.4bnreported value*
36 new 244 added 159 reduced 33 sold out net bought ≈ $394.3m (+11.7m 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 ($2.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $33.79.

Trends to Q1 2026

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: 501Q1 26: 506506Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026506

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q2 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 25Q4 25: 274 bought or addedQ4 25: 154 cut or sold outQ1 26: 280 bought or addedQ1 26: 192 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 202422688
Q3 202424299
Q4 2024255107
Q1 2025279132
Q2 2025232189
Q3 2025247164
Q4 2025274154
Q1 2026280192

Biggest buyers

LPL Financial LLC Added +2,481,521+2.5m
MORGAN STANLEY Added +2,032,173+2.0m
ENVESTNET ASSET MANAGEMENT INC Added +1,971,147+2.0m
WELLS FARGO & COMPANY/MN Added +1,708,131+1.7m
Independent Advisor Alliance Added +1,275,424+1.3m
Howard Capital Management, LLC Added +1,085,119+1.1m
JANE STREET GROUP, LLC New +603,047+603.0k
Cetera Investment Advisers Added +598,728+598.7k
OSAIC HOLDINGS, INC. Added +534,455+534.5k
RAYMOND JAMES FINANCIAL INC Added +520,005+520.0k

Biggest sellers

COMMONWEALTH EQUITY SERVICES, LLC Reduced -1,618,873-1.6m
Coppell Advisory Solutions LLC Sold out -879,894-879.9k
Kestra Advisory Services, LLC Reduced -714,422-714.4k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -664,129-664.1k
MML INVESTORS SERVICES, LLC Reduced -624,646-624.6k
IFG Advisory, LLC Reduced -510,342-510.3k
Lifestyle Asset Management, Inc. Reduced -315,999-316.0k
LeClair Wealth Partners LLC Sold out -266,500-266.5k
Tradition Wealth Management, LLC Reduced -201,982-202.0k
WealthPlan Investment Management, LLC Reduced -179,153-179.2k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.42% of their portfolio FORT MILL, SC 47,103,34447.1m $1.6bn $1.6bn 0.42% Added +2.5m +2,481,521
2 Cetera Investment Advisers 0.48% of their portfolio SCHAUMBURG, IL 13,458,77113.5m $454.5m $454.5m 0.48% Added +598.7k +598,728
3 COMMONWEALTH EQUITY SERVICES, LLC 0.47% of their portfolio WALTHAM, MA 9,909,8859.9m $334.7m $334.7m 0.47% Reduced -1.6m -1,618,873
4 ENVESTNET ASSET MANAGEMENT INC 0.08% of their portfolio Berwyn, PA 8,887,3868.9m $300.1m $300.1m 0.08% Added +2.0m +1,971,147
5 OSAIC HOLDINGS, INC. 0.38% of their portfolio SCOTTSDALE, AZ 7,718,9417.7m $260.7m $260.7m 0.38% Added +534.5k +534,455
6 RAYMOND JAMES FINANCIAL INC 0.06% of their portfolio ST. PETERSBURG, FL 6,073,7226.1m $205.1m $205.1m 0.06% Added +520.0k +520,005
7 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 5,487,8305.5m $185.3m $185.3m 0.01% Added +2.0m +2,032,173
8 CWM, LLC 0.46% of their portfolio OMAHA, NE 5,140,5295.1m $173.6m $173.6m 0.46% Added +176.3k +176,273
9 ROYAL BANK OF CANADA 0.03% of their portfolio TORONTO, A6 4,727,1434.7m $159.6m $159.6m 0.03% Reduced -70.2k -70,183
10 Cambridge Investment Research Advisors, Inc. 0.29% of their portfolio FAIRFIELD, IA 3,289,8803.3m $111.1m $111.1m 0.29% Added +27.0k +26,968
11 Private Advisor Group, LLC 0.52% of their portfolio MORRISTOWN, NJ 3,271,2233.3m $110.5m $110.5m 0.52% Reduced -9.7k -9,664
12 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.23% of their portfolio PLYMOUTH, MN 3,059,2943.1m $103.9m $103.9m 0.23% Reduced -664.1k -664,129
13 WELLS FARGO & COMPANY/MN 0.02% of their portfolio SAN FRANCISCO, CA 3,011,4413.0m $101.7m $101.7m 0.02% Added +1.7m +1,708,131
14 MML INVESTORS SERVICES, LLC 0.28% of their portfolio SPRINGFIELD, MA 3,002,2333.0m $101.4m $101.4m 0.28% Reduced -624.6k -624,646
15 NewEdge Advisors, LLC 0.36% of their portfolio NEW ORLEANS, LA 2,927,2972.9m $98.9m $98.9m 0.36% Added +179.6k +179,577
16 HARBOUR INVESTMENTS, INC. 1.36% of their portfolio MADISON, WI 2,616,2922.6m $88.4m $88.4m 1.36% Added +134.3k +134,350
17 Kestra Advisory Services, LLC 0.32% of their portfolio AUSTIN, TX 2,506,0652.5m $84.6m $84.6m 0.32% Reduced -714.4k -714,422
18 Howard Capital Management, LLC 1.29% of their portfolio Alpharetta, GA 2,342,4942.3m $79.1m $79.1m 1.29% Added +1.1m +1,085,119
19 TRUIST FINANCIAL CORP 0.10% of their portfolio CHARLOTTE, NC 2,158,5312.2m $72.9m $72.9m 0.10% Added +41.1k +41,094
20 KESTRA PRIVATE WEALTH SERVICES, LLC 0.83% of their portfolio AUSTIN, TX 2,001,5542.0m $67.6m $67.6m 0.83% Added +32.8k +32,781
21 Macro Advisors, Inc. 27.80% of their portfolio YORK, PA 1,993,5512.0m $67.3m $67.3m 27.80% First filing
22 IHT Wealth Management, LLC 1.32% of their portfolio Chicago, IL 1,666,9141.7m $56.3m $56.3m 1.32% Reduced -12.7k -12,749
23 Aptus Capital Advisors, LLC 0.46% of their portfolio FAIRHOPE, AL 1,613,6121.6m $54.5m $54.5m 0.46% Added +14.5k +14,467
24 Gladstone Institutional Advisory LLC 1.96% of their portfolio Bedminster, NJ 1,568,0921.6m $53.0m $53.0m 1.96% Added +139.0k +139,005
25 GUARDIAN WEALTH ADVISORS, LLC / NC 3.14% of their portfolio RALEIGH, NC 1,461,0761.5m $49.3m $49.3m 3.14% Reduced -6.6k -6,585
26 NorthRock Partners, LLC 0.78% of their portfolio MINNEAPOLIS, MN 1,429,2321.4m $48.3m $48.3m 0.78% Added +236.4k +236,376
27 Independent Advisor Alliance 0.46% of their portfolio CHARLOTTE, NC 1,282,0081.3m $43.3m $43.3m 0.46% Added +1.3m +1,275,424
28 Janney Montgomery Scott LLC 0.11% of their portfolio PHILADELPHIA, PA 1,280,5801.3m $43.2m $43.2m 0.11% Added +186.6k +186,645
29 McKinney Capital Management, LLC 35.99% of their portfolio HOUSTON, TX 1,240,9171.2m $41.9m $41.9m 35.99% First filing
30 Integrated Wealth Concepts LLC 0.33% of their portfolio WALTHAM, MA 1,229,2581.2m $41.5m $41.5m 0.33% Added +171.0k +171,034
31 Equitable Holdings, Inc. 0.24% of their portfolio NEW YORK, NY 1,091,0401.1m $37.4m $37.4m 0.24% Added +87.2k +87,190
32 Tradition Wealth Management, LLC 2.59% of their portfolio EDINA, MN 1,078,0681.1m $36.4m $36.4m 2.59% Reduced -202.0k -201,982
33 MILESTONE ASSET MANAGEMENT, LLC 6.54% of their portfolio PITTSBURGH, PA 1,049,8871.0m $35.5m $35.5m 6.54% Added +34.8k +34,827
34 Goldstone Financial Group, LLC 3.77% of their portfolio OAKBROOK TERRACE, IL 1,029,2441.0m $34.8m $34.8m 3.77% Reduced -39.6k -39,597
35 Hibernia Wealth Partners, LLC 9.88% of their portfolio BATON ROUGE, LA 989,332989.3k $33.4m $33.4m 9.88% Reduced -28.1k -28,068
36 Triad Wealth Partners, LLC 2.52% of their portfolio LAWRENCE, KS 943,338943.3k $31.9m $31.9m 2.52% Reduced -100.8k -100,761
37 Mariner, LLC 0.04% of their portfolio Overland Park, KS 936,326936.3k $31.6m $31.6m 0.04% Added +8.1k +8,052
38 Prosperity Consulting Group, LLC 1.37% of their portfolio OWINGS MILLS, MD 912,623912.6k $30.8m $30.8m 1.37% Added +52.5k +52,514
39 Sound View Wealth Advisors Group, LLC 2.03% of their portfolio SAVANNAH, GA 883,125883.1k $29.8m $29.8m 2.03% Reduced -11.6k -11,593
40 Brookstone Capital Management 0.34% of their portfolio WHEATON, IL 882,232882.2k $29.8m $29.8m 0.34% Reduced -115.6k -115,625
41 CreativeOne Wealth, LLC 0.69% of their portfolio OVERLAND PARK, KS 874,769874.8k $29.5m $29.5m 0.69% Added +33.4k +33,387
42 INDEPENDENT FINANCIAL GROUP, LLC 0.64% of their portfolio SAN DIEGO, CA 843,779843.8k $28.5m $28.5m 0.64% Added +89.5k +89,483
43 Ausdal Financial Partners, Inc. 1.19% of their portfolio Davenport, IA 784,849784.8k $26.5m $26.5m 1.19% Added +54.3k +54,326
44 Prospera Financial Services Inc 0.41% of their portfolio Dallas, TX 759,862759.9k $25.7m $25.7m 0.41% Added +27.9k +27,947
45 Sanctuary Advisors, LLC 0.13% of their portfolio INDIANAPOLIS, IN 730,987731.0k $24.7m $24.7m 0.13% Reduced -17.5k -17,507
46 StoneX Group Inc. 1.33% of their portfolio NEW YORK, NY 729,003729.0k $24.6m $24.6m 1.33% Reduced -35.0k -35,025
47 Ignite Planners, LLC 3.66% of their portfolio SAN CLEMENTE, CA 701,672701.7k $23.7m $23.7m 3.66% Added +3.7k +3,701
48 HBW ADVISORY SERVICES LLC 2.32% of their portfolio SIMI VALLEY, CA 650,750650.8k $22.0m $22.0m 2.32% Added +126.7k +126,709
49 Valtinson Bruner Financial Planning LLC 5.77% of their portfolio NEW BRIGHTON, MN 622,088622.1k $21.0m $21.0m 5.77% Added +48.4k +48,382
50 Stratos Wealth Partners, LTD. 0.23% of their portfolio BEACHWOOD, OH 606,620606.6k $20.5m $20.5m 0.23% Added +86.6k +86,578
51 JANE STREET GROUP, LLC 0.02% of their portfolio NEW YORK, NY 603,047603.0k $20.4m $20.4m 0.02% New
52 RFG Advisory, LLC 0.37% of their portfolio BIRMINGHAM, AL 600,657600.7k $20.3m $20.3m 0.37% Reduced -123.5k -123,495
53 Holos Integrated Wealth LLC 10.09% of their portfolio KENNETT SQUARE, PA 585,255585.3k $19.9m $19.9m 10.09% Reduced -5.1k -5,065
54 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 582,180582.2k $19.7m $19.7m 0.02% Added +127.0k +126,967
55 FLAGSHIP HARBOR ADVISORS, LLC 0.82% of their portfolio BOSTON, MA 552,911552.9k $18.7m $18.7m 0.82% Added +23.8k +23,781
56 VestGen Advisors, LLC 0.56% of their portfolio CHICAGO, IL 552,796552.8k $19.9m $19.9m 0.56% Reduced -40.8k -40,804
57 Prime Capital Investment Advisors, LLC 0.21% of their portfolio OVERLAND PARK, KS 547,760547.8k $18.5m $18.5m 0.21% Added +518.7k +518,700
58 GREAT VALLEY ADVISOR GROUP, INC. 0.32% of their portfolio WILMINGTON, DE 513,571513.6k $17.3m $17.3m 0.32% Added +33.5k +33,535
59 Cooper Financial Group 1.74% of their portfolio IRVINE, CA 508,888508.9k $17.2m $17.2m 1.74% Added +26.9k +26,928
60 Foundations Investment Advisors, LLC 0.21% of their portfolio PHOENIX, AZ 496,290496.3k $16.8m $16.8m 0.21% Added +265.8k +265,755
61 Solano Wealth Investment Advisors LLC 8.33% of their portfolio Fairfield, CA 495,059495.1k $16.7m $16.7m 8.33% Added +6.3k +6,337
62 Symphony Financial Services, Inc. 8.52% of their portfolio AKRON, OH 491,555491.6k $16.6m $16.6m 8.52% Added +25.7k +25,733
63 IMG Wealth Management, Inc. 10.56% of their portfolio JACKSONVILLE, FL 490,399490.4k $16.6m $16.6m 10.56% Added +10.6k +10,641
64 PSI Advisors, LLC 3.89% of their portfolio TAMPA, FL 481,155481.2k $16.2m $16.2m 3.89% Reduced -77.3k -77,347
65 Centennial Wealth Advisory LLC 3.93% of their portfolio Traverse City, MI 481,010481.0k $16.2m $16.2m 3.93% Reduced -14.4k -14,394
66 Tidemark, LLC 4.07% of their portfolio SAN DIEGO, CA 474,516474.5k $16.0m $16.0m 4.07% Added +188.7k +188,702
67 OPPENHEIMER & CO INC 0.19% of their portfolio NEW YORK, NY 473,643473.6k $16.0m $16.0m 0.19% Reduced -148.5k -148,513
68 Bleakley Financial Group, LLC 0.24% of their portfolio PARSIPPANY, NJ 447,505447.5k $15.1m $15.1m 0.24% Reduced -19.0k -19,031
69 Gateway Wealth Partners, LLC 0.58% of their portfolio APPLETON, WI 437,526437.5k $14.8m $14.8m 0.58% Added +218.7k +218,742
70 Koshinski Asset Management, Inc. 0.91% of their portfolio DECATUR, IL 431,922431.9k $14.6m $14.6m 0.91% Added +116.6k +116,601
71 Hobart Private Capital, LLC 2.83% of their portfolio CHARLOTTE, NC 425,894425.9k $14.4m $14.4m 2.83% Reduced -6.9k -6,920
72 Cooper Capital Advisors LLC 9.93% of their portfolio Encinitas, CA 420,276420.3k $14.2m $14.2m 9.93% Added +5.7k +5,667
73 Strategic Blueprint, LLC 0.82% of their portfolio ATLANTA, GA 417,291417.3k $14.1m $14.1m 0.82% Added +7.0k +7,028
74 Arkadios Wealth Advisors 0.23% of their portfolio ATLANTA, GA 415,315415.3k $14.0m $14.0m 0.23% Added +206.9k +206,911
75 Goldenstone Wealth Management LLC 10.14% of their portfolio EL DORADO HILLS, CA 412,747412.7k $13.9m $13.9m 10.14% Added +33.3k +33,327
76 Key Financial Inc 2.47% of their portfolio WEST CHESTER, PA 410,356410.4k $13.9m $13.9m 2.47% Reduced -1.4k -1,401
77 Capasso Planning Partners LLC 7.39% of their portfolio CHARLESTON, SC 405,423405.4k $13.7m $13.7m 7.39% Added +41.8k +41,798
78 World Investment Advisors 0.22% of their portfolio LINCROFT, NJ 403,650403.6k $13.6m $13.6m 0.22% Added +27.5k +27,454
79 Keystone Financial Group 0.93% of their portfolio LEXINGTON, KY 401,470401.5k $13.6m $13.6m 0.93% Added +22.3k +22,347
80 Rockefeller Capital Management L.P. 0.02% of their portfolio NEW YORK, NY 399,356399.4k $13.5m $13.5m 0.02% Added +8.8k +8,774
81 Meridian Wealth Management, LLC 0.47% of their portfolio LEXINGTON, KY 392,738392.7k $13.3m $13.3m 0.47% Added +8.6k +8,596
82 Kovack Advisors, Inc. 0.70% of their portfolio FT. LAUDERDALE, FL 388,961389.0k $13.2m $13.2m 0.70% Added +3.2k +3,152
83 SageGuard Financial Group, LLC 2.00% of their portfolio GOODLETTSVILLE, TN 381,944381.9k $12.9m $12.9m 2.00% Reduced -73.4k -73,446
84 WealthPlan Investment Management, LLC 0.71% of their portfolio OMAHA, NE 378,290378.3k $12.8m $12.8m 0.71% Reduced -179.2k -179,153
85 Steward Partners Investment Advisory, LLC 0.06% of their portfolio STAMFORD, CT 374,635374.6k $12.7m $12.7m 0.06% Reduced -7.2k -7,230
86 Uniting Wealth Partners, LLC 2.68% of their portfolio DENVER, CO 372,152372.2k $12.6m $12.6m 2.68% New
87 Pallas Capital Advisors LLC 0.47% of their portfolio BRAINTREE, MA 370,653370.7k $12.5m $12.5m 0.47% Reduced -24.1k -24,103
88 MONEY CONCEPTS CAPITAL CORP 0.68% of their portfolio PALM BEACH GARDENS, FL 365,973366.0k $12.4m $12.4m 0.68% Added +8.8k +8,823
89 Tower Wealth Partners, Inc. 6.71% of their portfolio LEWISBURG, PA 359,485359.5k $12.1m $12.1m 6.71% Added +5.3k +5,306
90 Sigma Planning Corp 0.33% of their portfolio ANN ARBOR, MI 349,728349.7k $11.8m $11.8m 0.33% Reduced -22.4k -22,445
91 Apollon Wealth Management, LLC 0.19% of their portfolio MOUNT PLEASANT, SC 347,560347.6k $11.7m $11.7m 0.19% Reduced -38.1k -38,127
92 WCG Wealth Advisors LLC 0.33% of their portfolio LAS VEGAS, NV 345,296345.3k $11.7m $11.7m 0.33% Added +19.5k +19,455
93 HighPoint Advisor Group LLC 0.49% of their portfolio DOWNERS GROVE, IL 343,501343.5k $11.6m $11.6m 0.49% Added +37.4k +37,389
94 BENJAMIN EDWARDS INC 0.11% of their portfolio Clayton, MO 340,439340.4k $11.5m $11.5m 0.11% Added +3.1k +3,065
95 WealthPLAN Partners, LLC 2.19% of their portfolio OMAHA, NE 335,657335.7k $11.3m $11.3m 2.19% Reduced -74.4k -74,398
96 AE Wealth Management LLC 0.06% of their portfolio TOPEKA, KS 331,898331.9k $11.2m $11.2m 0.06% Added +39.8k +39,840
97 Geneos Wealth Management Inc. 0.25% of their portfolio ENGLEWOOD, CO 324,155324.2k $10.9m $10.9m 0.25% Reduced -53.9k -53,920
98 Concurrent Investment Advisors, LLC 0.12% of their portfolio Tampa, FL 316,548316.5k $10.7m $10.7m 0.12% Added +44.7k +44,706
99 Regal Investment Advisors LLC 0.62% of their portfolio KENTWOOD, MI 315,475315.5k $10.7m $10.7m 0.62% Added +18.9k +18,932
100 CREATIVE FINANCIAL DESIGNS INC /ADV 0.64% of their portfolio KOKOMO, IN 313,972314.0k $10.6m $10.6m 0.64% Added +147.9k +147,950