Vault-13

FIRST TR EXCHNG TRADED FD VI FFEB

FT VEST US EQT · ETP · CUSIP 33740F763

97 institutional holders +15 vs Q4 2022
4,519,7714.5m shares reported held*
$168.9mreported value*
26 new 32 added 21 reduced 9 sold out net bought ≈ $45.8m (+1.2m 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. Holder counts are more reliable. Implied quarter-end price ≈ $37.38.

Trends to Q1 2023

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 87Q4 22: 82Q1 23: 9797Q3 22Q4 22Q1 23
Numbers
QuarterHolders
Q3 202287
Q4 202282
Q1 202397

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 22: 20 bought or addedQ4 22: 53 cut or sold outQ4 22Q1 23: 58 bought or addedQ1 23: 30 cut or sold outQ1 23
Numbers
QuarterBought or addedCut or sold out
Q4 20222053
Q1 20235830

Biggest buyers

Stratos Wealth Advisors, LLC New +484,519+484.5k
Cetera Advisors LLC Added +141,327+141.3k
OSAIC HOLDINGS, INC. Added +119,501+119.5k
ERn Financial, LLC New +98,991+99.0k
CAPTRUST FINANCIAL ADVISORS New +66,065+66.1k
COMMONWEALTH EQUITY SERVICES, LLC Added +58,559+58.6k
Cambridge Investment Research Advisors, Inc. Added +39,607+39.6k
Cetera Advisor Networks LLC Added +34,324+34.3k
RAYMOND JAMES & ASSOCIATES New +32,238+32.2k
KESTRA PRIVATE WEALTH SERVICES, LLC New +26,630+26.6k

Biggest sellers

Marshall Financial Group, LLC Reduced -53,361-53.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -51,209-51.2k
Ignite Planners, LLC Sold out -28,314-28.3k
IFP Advisors, Inc Reduced -27,768-27.8k
WOLVERINE TRADING, LLC Sold out -18,743-18.7k
OLD MISSION CAPITAL LLC Reduced -15,488-15.5k
Clear Creek Financial Management, LLC Sold out -7,202-7.2k
Grant Street Asset Management, Inc. Reduced -5,603-5.6k
Raymond James Financial Services Advisors, Inc. Reduced -4,836-4.8k
Ameritas Advisory Services, LLC Reduced -4,793-4.8k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
FIRST TRUST PORTFOLIOS LP 13G · institution +2.2 pts · filed 2026-10-27 65.5% +2.2 pts 14.3m≈ $873.0m 2026-10-27

Holders, Q1 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Stratos Wealth Advisors, LLC 1.39% of their portfolio BEACHWOOD, OH 484,519484.5k $18.1m $18.1m 1.39% New
2 OGOREK ANTHONY JOSEPH /NY/ /ADV 6.41% of their portfolio WILLIAMSVILLE, NY 419,389419.4k $15.7m $15.7m 6.41% Reduced -2.1k -2,097
3 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 378,686378.7k $14.2m $14.2m 0.03% Added +58.6k +58,559
4 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 296,020296.0k $11.1m $11.1m 0.02% Added +119.5k +119,501
5 Cetera Advisors LLC 0.13% of their portfolio DENVER, CO 216,091216.1k $8.1m $8.1m 0.13% Added +141.3k +141,327
6 Valtinson Bruner Financial Planning LLC 3.94% of their portfolio NEW BRIGHTON, MN 184,687184.7k $6.9m $6.9m 3.94% Reduced -4.2k -4,167
7 Cetera Investment Advisers 0.05% of their portfolio SCHAUMBURG, IL 150,739150.7k $5.6m $5.6m 0.05% Added +9.1k +9,106
8 Main Street Financial Solutions, LLC 0.74% of their portfolio NEWTOWN, PA 134,830134.8k $5.0m $5.0m 0.74% Added +5.3k +5,330
9 Kestra Advisory Services, LLC 0.05% of their portfolio AUSTIN, TX 126,051126.1k $4.7m $4.7m 0.05% Added +5.3k +5,259
10 Great Diamond Partners, LLC 1.35% of their portfolio Portland, ME 124,749124.7k $4.7m $4.7m 1.35% Reduced -1.9k -1,917
11 HARBOUR INVESTMENTS, INC. 0.24% of their portfolio MADISON, WI 119,959120.0k $4.5m $4.5m 0.24% Added +2.4k +2,381
12 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 112,629112.6k $4.2m $4.2m 0.02% Added +39.6k +39,607
13 ERn Financial, LLC 0.81% of their portfolio MIDDLETON, WI 98,99199.0k $3.7m $3.7m 0.81% New
14 InterOcean Capital Group, LLC 0.10% of their portfolio NASHVILLE, TN 82,99083.0k $3.1m $3.1m 0.10% Unchanged
15 Cetera Advisor Networks LLC 0.02% of their portfolio EL SEGUNDO, CA 81,48981.5k $3.0m $3.0m 0.02% Added +34.3k +34,324
16 STEPHENS INC /AR/ 0.05% of their portfolio LITTLE ROCK, AR 67,98268.0k $2.5m $2.5m 0.05% Added +17.9k +17,947
17 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 66,06566.1k $2.5m $2.5m 0.01% New
18 Keystone Wealth Services, LLC 1.00% of their portfolio PALM DESERT, CA 65,64665.6k $2.5m $2.5m 1.00% Added +18.7k +18,739
19 CORRADO ADVISORS, LLC 1.42% of their portfolio RAMSEY, NJ 57,27857.3k $2.1m $2.1m 1.42% Reduced -2.3k -2,293
20 WEDBUSH SECURITIES INC 0.11% of their portfolio PASADENA, CA 56,45956.5k $2.1m $2.1m 0.11% Added +18.0k +18,047
21 Mariner, LLC 0.01% of their portfolio Overland Park, KS 53,47053.5k $2.0m $2.0m 0.01% Reduced -1.4k -1,416
22 Atria Investments, Inc 0.04% of their portfolio Charlotte, NC 50,87850.9k $1.9m $1.9m 0.04% Reduced -208 -208
23 CreativeOne Wealth, LLC 0.09% of their portfolio OVERLAND PARK, KS 47,93047.9k $1.8m $1.8m 0.09% Added +16.0k +15,998
24 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 44,06144.1k $1.6m $1.6m 0.01% Added +2.8k +2,796
25 Marshall Financial Group, LLC 0.54% of their portfolio Hunt Valley, MD 40,07240.1k $1.5m $1.5m 0.54% Reduced -53.4k -53,361
26 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 38,33038.3k $1.4m $1.4m 0.00% Reduced -4.8k -4,836
27 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 37,70837.7k $1.4m $1.4m 0.00% Added +17.1k +17,069
28 Truadvice, LLC 0.55% of their portfolio SARASOTA, FL 36,73036.7k $1.4m $1.4m 0.55% Reduced -872 -872
29 Sovereign Financial Group, Inc. 0.50% of their portfolio STAMFORD, CT 36,18636.2k $1.4m $1.4m 0.50% Reduced -2.8k -2,807
30 Integrity Financial Corp /WA 1.09% of their portfolio JACKSON, WY 35,48535.5k $1.3m $1.3m 1.09% Added +8.8k +8,793
31 FSB PREMIER WEALTH MANAGEMENT, INC. 0.72% of their portfolio WATERLOO, IA 34,71334.7k $1.3m $1.3m 0.72% Added +6.0k +5,995
32 AVANTAX ADVISORY SERVICES, INC. 0.02% of their portfolio DALLAS, TX 34,34534.3k $1.3m $1.3m 0.02% Added +11.6k +11,633
33 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 32,23832.2k $1.2m $1.2m 0.00% New
34 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 31,86931.9k $1.2m $1.2m 0.01% Added +15.2k +15,153
35 OLD MISSION CAPITAL LLC 0.04% of their portfolio CHICAGO, IL 30,96031.0k $1.2m $1.2m 0.04% Reduced -15.5k -15,488
36 Integrated Advisors Network LLC 0.07% of their portfolio DALLAS, TX 30,31530.3k $1.1m $1.1m 0.07% Reduced -2.0k -2,000
37 KESTRA PRIVATE WEALTH SERVICES, LLC 0.04% of their portfolio AUSTIN, TX 26,63026.6k $995.4k $995.4k 0.04% New
38 StoneX Group Inc. 0.10% of their portfolio NEW YORK, NY 23,86223.9k $892.0k $892.0k 0.10% Added +12.0k +12,044
39 Bouchey Financial Group, Ltd. 0.12% of their portfolio TROY, NY 23,41723.4k $875.0k $875.0k 0.12% Reduced -36 -36
40 Grant Street Asset Management, Inc. 0.33% of their portfolio CANONSBURG, PA 22,04922.0k $824.2k $824.2k 0.33% Reduced -5.6k -5,603
41 OneDigital Investment Advisors LLC 0.02% of their portfolio OVERLAND PARK, KS 21,99622.0k $822.2k $822.2k 0.02% Added +4.1k +4,067
42 DHJJ Financial Advisors, Ltd. 0.44% of their portfolio NAPERVILLE, IL 21,81221.8k $815.3k $815.3k 0.44% Reduced -115 -115
43 CWM, LLC 0.01% of their portfolio OMAHA, NE 20,90820.9k $782.0k $782.0k 0.01% Unchanged
44 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 20,04920.0k $749.4k $749.4k 0.00% New
45 Oder Investment Management, LLC 0.79% of their portfolio WOODLAND HILLS, CA 18,09918.1k $676.5k $676.5k 0.79% Unchanged
46 Focus Financial Network, Inc. 0.04% of their portfolio MINNEAPOLIS, MN 17,99518.0k $672.7k $672.7k 0.04% Added +11.8k +11,788
47 Fragasso Financial Advisors Inc 0.08% of their portfolio SEWICKLEY, PA 17,65117.7k $659.8k $659.8k 0.08% Added +11.6k +11,647
48 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 17,20317.2k $643.0k $643.0k 0.01% Unchanged
49 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 16,82216.8k $628.8k $628.8k 0.00% New
50 Regal Investment Advisors LLC 0.05% of their portfolio KENTWOOD, MI 16,04016.0k $599.6k $599.6k 0.05% Unchanged
51 WORLD EQUITY GROUP, INC. 0.09% of their portfolio SCHAUMBURG, IL 15,13315.1k $579.0k $579.0k 0.09% New
52 B. Riley Wealth Advisors, Inc. 0.02% of their portfolio MEMPHIS, TN 15,09015.1k $564.1k $564.1k 0.02% New
53 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 14,96815.0k $556.2k $556.2k 0.01% Unchanged
54 Echo Wealth Management, LLC 0.58% of their portfolio PLYMOUTH, MN 14,10214.1k $527.1k $527.1k 0.58% Reduced -4.4k -4,375
55 LINCOLN NATIONAL CORP 0.01% of their portfolio RADNOR, PA 13,76013.8k $514.3k $514.3k 0.01% New
56 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.04% of their portfolio BIRMINGHAM, AL 12,20512.2k $456.2k $456.2k 0.04% Added +580 +580
57 Opes Wealth Management LLC 0.14% of their portfolio MENLO PARK, CA 11,90811.9k $445.1k $445.1k 0.14% New
58 Cypress Wealth Services, LLC 0.12% of their portfolio PALM DESERT, CA 11,04311.0k $412.8k $412.8k 0.12% Unchanged
59 LEVEL FOUR ADVISORY SERVICES, LLC 0.03% of their portfolio DALLAS, TX 10,35110.4k $386.9k $386.9k 0.03% New
60 1776 Wealth LLC 0.22% of their portfolio ATLANTA, GA 9,7009.7k $362.6k $362.6k 0.22% New
61 LVZ, Inc. 0.05% of their portfolio Holland, MI 9,4759.5k $354.2k $354.2k 0.05% Unchanged
62 Summit Financial Wealth Advisors, LLC 0.08% of their portfolio Lafayette, LA 9,4309.4k $352.5k $352.5k 0.08% Added +1.8k +1,790
63 Sunbelt Securities, Inc. 0.05% of their portfolio HOUSTON, TX 8,5898.6k $317.7k $317.7k 0.05% Unchanged
64 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 8,1168.1k $303.4k $303.4k 0.00% Unchanged
65 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 8,0458.0k $300.7k $300.7k 0.00% Added +145 +145
66 MGO ONE SEVEN LLC 0.02% of their portfolio Beachwood, OH 7,5057.5k $280.5k $280.5k 0.02% Added +305 +305
67 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 7,3297.3k $274.0k $274.0k 0.00% New
68 Strategic Blueprint, LLC 0.03% of their portfolio ATLANTA, GA 7,3067.3k $273.1k $273.1k 0.03% Reduced -134 -134
69 Key Client Fiduciary Advisors, LLC 0.16% of their portfolio Fairfield, NJ 6,9757.0k $260.7k $260.7k 0.16% New
70 Anfield Capital Management, LLC 0.11% of their portfolio IRVINE, CA 6,6226.6k $247.5k $247.5k 0.11% New
71 Sage Capital Advisors,llc 0.09% of their portfolio SIOUX FALLS, SD 6,5746.6k $245.7k $245.7k 0.09% Added +271 +271
72 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 6,2286.2k $232.8k $232.8k 0.00% New
73 McKinley Carter Wealth Services, Inc. 0.02% of their portfolio WHEELING, WV 5,9506.0k $222.4k $222.4k 0.02% New
74 Cedar Brook Financial Partners, LLC 0.06% of their portfolio CLEVELAND, OH 5,8705.9k $219.4k $219.4k 0.06% Unchanged
75 Archer Investment Corp 0.08% of their portfolio Carmel, IN 5,6245.6k $210.2k $210.2k 0.08% Reduced -242 -242
76 Apollon Wealth Management, LLC 0.01% of their portfolio MOUNT PLEASANT, SC 5,4685.5k $204.4k $204.4k 0.01% New
77 INDEPENDENT FINANCIAL GROUP, LLC 0.02% of their portfolio SAN DIEGO, CA 5,4505.5k $203.7k $203.7k 0.02% New
78 EPG Wealth Management LLC 0.06% of their portfolio ATLANTA, GA 5,4005.4k $201.9k $201.9k 0.06% Unchanged
79 Ameritas Advisory Services, LLC 0.01% of their portfolio Lincoln, NE 4,7784.8k $178.6k $178.6k 0.01% Reduced -4.8k -4,793
80 AdvisorNet Financial, Inc 0.02% of their portfolio MINNETONKA, MN 4,7014.7k $175.7k $175.7k 0.02% Reduced -850 -850
81 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 3,5913.6k $108.2k $108.2k 0.00% Reduced -27.8k -27,768
82 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 3,5003.5k $131.0k $131.0k 0.00% Added +900 +900
83 Gradient Investments LLC 0.00% of their portfolio ARDEN HILLS, MN 3,3963.4k $126.9k $126.9k 0.00% Unchanged
84 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 3,3023.3k $123.4k $123.4k 0.00% Added +1.0k +1,027
85 Avior Wealth Management, LLC 0.01% of their portfolio OMAHA, NE 3,2113.2k $120.0k $120.0k 0.01% New
86 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 2,7502.8k $102.8k $102.8k 0.00% New
87 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.03% of their portfolio BLUE BELL, PA 2,2752.3k $85.0k $85.0k 0.03% Unchanged
88 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 2,2592.3k $84.4k $84.4k 0.00% Added +2.1k +2,143
89 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 1,2751.3k $47.7k $47.7k 0.00% New
90 SOA Wealth Advisors, LLC. 0.01% of their portfolio NEW YORK, NY 1,0521.1k $39.3k $39.3k 0.01% Added +450 +450
91 Tanglewood Legacy Advisors, LLC 0.02% of their portfolio HOUSTON, TX 925925 $34.6k $34.6k 0.02% New
92 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 775775 $29.0k $29.0k 0.00% New
93 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 712712 $26.6k $26.6k 0.00% Unchanged
94 Centerpoint Advisors, LLC 0.01% of their portfolio NEEDHAM, MA 696696 $26.0k $26.0k 0.01% New
95 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 628628 $23.5k $23.5k 0.00% Unchanged
96 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.00% of their portfolio RICHMOND, VA 425425 $15.9k $15.9k 0.00% Unchanged
97 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 232232 $8.7k $8.7k 0.00% Unchanged