Vault-13

FIRST TR EXCHNG TRADED FD VI FFEB

FT VEST US EQT · ETP · CUSIP 33740F763

102 institutional holders +5 vs Q1 2023
5,434,3055.4m shares reported held*
$216.5mreported value*
11 new 26 added 39 reduced 9 sold out net bought ≈ $33.6m (+842.7k 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 ≈ $39.84.

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 87Q4 22: 82Q1 23: 97Q2 23: 102102Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 202287
Q4 202282
Q1 202397
Q2 2023102

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 23Q2 23: 37 bought or addedQ2 23: 48 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 20222053
Q1 20235830
Q2 20233748

Biggest buyers

3D/L Capital Management, LLC New +636,085+636.1k
Maltin Wealth Management, Inc. New +128,074+128.1k
Onyx Bridge Wealth Group LLC New +117,678+117.7k
ENVESTNET ASSET MANAGEMENT INC Added +66,988+67.0k
Stratos Wealth Advisors, LLC Added +40,045+40.0k
LPL Financial LLC Added +25,743+25.7k
OGOREK ANTHONY JOSEPH /NY/ /ADV Added +20,889+20.9k
WORLD EQUITY GROUP, INC. Added +18,810+18.8k
Strategic Blueprint, LLC Added +10,121+10.1k
Mariner, LLC Added +8,256+8.3k

Biggest sellers

Cetera Advisors LLC Reduced -36,075-36.1k
Cambridge Investment Research Advisors, Inc. Reduced -35,021-35.0k
OLD MISSION CAPITAL LLC Sold out -30,960-31.0k
OSAIC HOLDINGS, INC. Reduced -23,600-23.6k
JANE STREET GROUP, LLC Sold out -20,049-20.0k
CITADEL ADVISORS LLC Sold out -16,822-16.8k
Kestra Advisory Services, LLC Reduced -15,792-15.8k
StoneX Group Inc. Reduced -13,651-13.7k
Summit Financial Wealth Advisors, LLC Sold out -9,430-9.4k
InterOcean Capital Group, LLC Reduced -9,330-9.3k

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, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 3D/L Capital Management, LLC 7.33% of their portfolio Hartford, CT 636,085636.1k $25.3m $25.3m 7.33% New
2 Stratos Wealth Advisors, LLC 1.48% of their portfolio BEACHWOOD, OH 524,564524.6k $20.9m $20.9m 1.48% Added +40.0k +40,045
3 OGOREK ANTHONY JOSEPH /NY/ /ADV 6.72% of their portfolio WILLIAMSVILLE, NY 440,278440.3k $17.5m $17.5m 6.72% Added +20.9k +20,889
4 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 379,291379.3k $15.1m $15.1m 0.03% Added +605 +605
5 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 272,420272.4k $10.9m $10.9m 0.02% Reduced -23.6k -23,600
6 Valtinson Bruner Financial Planning LLC 3.95% of their portfolio NEW BRIGHTON, MN 183,938183.9k $7.3m $7.3m 3.95% Reduced -749 -749
7 Cetera Advisors LLC 0.11% of their portfolio DENVER, CO 180,016180.0k $7.2m $7.2m 0.11% Reduced -36.1k -36,075
8 Cetera Investment Advisers 0.05% of their portfolio SCHAUMBURG, IL 145,902145.9k $5.8m $5.8m 0.05% Reduced -4.8k -4,837
9 Main Street Financial Solutions, LLC 0.71% of their portfolio NEWTOWN, PA 132,604132.6k $5.3m $5.3m 0.71% Reduced -2.2k -2,226
10 Maltin Wealth Management, Inc. 3.61% of their portfolio RIDGEWOOD, NJ 128,074128.1k $5.1m $5.1m 3.61% New
11 HARBOUR INVESTMENTS, INC. 0.25% of their portfolio MADISON, WI 126,234126.2k $5.0m $5.0m 0.25% Added +6.3k +6,275
12 Great Diamond Partners, LLC 1.32% of their portfolio Portland, ME 125,550125.5k $5.0m $5.0m 1.32% Added +801 +801
13 Onyx Bridge Wealth Group LLC 1.12% of their portfolio TARRYTOWN, NY 117,678117.7k $4.7m $4.7m 1.12% New
14 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 110,259110.3k $4.4m $4.4m 0.04% Reduced -15.8k -15,792
15 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 104,696104.7k $4.2m $4.2m 0.00% Added +67.0k +66,988
16 ERn Financial, LLC 0.85% of their portfolio MIDDLETON, WI 101,736101.7k $4.1m $4.1m 0.85% Added +2.7k +2,745
17 Cetera Advisor Networks LLC 0.02% of their portfolio EL SEGUNDO, CA 86,41586.4k $3.4m $3.4m 0.02% Added +4.9k +4,926
18 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 77,60877.6k $3.1m $3.1m 0.01% Reduced -35.0k -35,021
19 InterOcean Capital Group, LLC 0.09% of their portfolio NASHVILLE, TN 73,66073.7k $2.9m $2.9m 0.09% Reduced -9.3k -9,330
20 Keystone Wealth Services, LLC 1.02% of their portfolio PALM DESERT, CA 68,83068.8k $2.7m $2.7m 1.02% Added +3.2k +3,184
21 STEPHENS INC /AR/ 0.05% of their portfolio LITTLE ROCK, AR 67,54267.5k $2.7m $2.7m 0.05% Reduced -440 -440
22 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 66,06566.1k $2.6m $2.6m 0.01% Unchanged
23 Mariner, LLC 0.01% of their portfolio Overland Park, KS 61,72661.7k $2.5m $2.5m 0.01% Added +8.3k +8,256
24 CORRADO ADVISORS, LLC 1.57% of their portfolio RAMSEY, NJ 56,47556.5k $2.2m $2.2m 1.57% Reduced -803 -803
25 CreativeOne Wealth, LLC 0.05% of their portfolio OVERLAND PARK, KS 51,07851.1k $2.0m $2.0m 0.05% Added +3.1k +3,148
26 Atria Investments, Inc 0.04% of their portfolio Charlotte, NC 49,84549.8k $2.0m $2.0m 0.04% Reduced -1.0k -1,033
27 WEDBUSH SECURITIES INC 0.09% of their portfolio PASADENA, CA 48,19648.2k $1.9m $1.9m 0.09% Reduced -8.3k -8,263
28 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 43,96144.0k $1.8m $1.8m 0.01% Reduced -100 -100
29 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 39,32939.3k $1.6m $1.6m 0.00% Added +999 +999
30 Truadvice, LLC 0.54% of their portfolio SARASOTA, FL 36,66636.7k $1.5m $1.5m 0.54% Reduced -64 -64
31 Marshall Financial Group, LLC 0.50% of their portfolio Hunt Valley, MD 36,61736.6k $1.5m $1.5m 0.50% Reduced -3.5k -3,455
32 Sovereign Financial Group, Inc. 0.46% of their portfolio STAMFORD, CT 35,57335.6k $1.4m $1.4m 0.46% Reduced -613 -613
33 FSB PREMIER WEALTH MANAGEMENT, INC. 0.75% of their portfolio WATERLOO, IA 34,70734.7k $1.4m $1.4m 0.75% Reduced -6 -6
34 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 34,46434.5k $1.4m $1.4m 0.00% Added +2.2k +2,226
35 WORLD EQUITY GROUP, INC. 0.40% of their portfolio SCHAUMBURG, IL 33,94333.9k $1.4m $1.4m 0.40% Added +18.8k +18,810
36 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 33,85933.9k $1.3m $1.3m 0.00% Added +25.7k +25,743
37 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 31,05031.1k $1.2m $1.2m 0.01% Reduced -819 -819
38 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 30,85330.9k $1.2m $1.2m 0.00% First filing
39 Integrated Advisors Network LLC 0.07% of their portfolio DALLAS, TX 30,21530.2k $1.2m $1.2m 0.07% Reduced -100 -100
40 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 26,51826.5k $1.1m $1.1m 0.01% Reduced -7.8k -7,827
41 Integrity Financial Corp /WA 0.79% of their portfolio JACKSON, WY 26,40826.4k $1.1m $1.1m 0.79% Reduced -9.1k -9,077
42 KESTRA PRIVATE WEALTH SERVICES, LLC 0.04% of their portfolio AUSTIN, TX 25,68025.7k $1.0m $1.0m 0.04% Reduced -950 -950
43 Bouchey Financial Group, Ltd. 0.11% of their portfolio TROY, NY 22,91622.9k $912.9k $912.9k 0.11% Reduced -501 -501
44 Grant Street Asset Management, Inc. 0.33% of their portfolio CANONSBURG, PA 22,04922.0k $878.3k $878.3k 0.33% Unchanged
45 OneDigital Investment Advisors LLC 0.02% of their portfolio OVERLAND PARK, KS 21,99622.0k $876.2k $876.2k 0.02% Unchanged
46 GTS SECURITIES LLC 0.03% of their portfolio NEW YORK, NY 21,94321.9k $874.1k $874.1k 0.03% First filing
47 DHJJ Financial Advisors, Ltd. 0.44% of their portfolio NAPERVILLE, IL 21,28221.3k $847.8k $847.8k 0.44% Reduced -530 -530
48 Fragasso Financial Advisors Inc 0.09% of their portfolio SEWICKLEY, PA 21,18421.2k $843.9k $843.9k 0.09% Added +3.5k +3,533
49 CWM, LLC 0.01% of their portfolio OMAHA, NE 20,90820.9k $833.0k $833.0k 0.01% Unchanged
50 CoreCap Advisors, LLC 0.05% of their portfolio SOUTHFIELD, MI 19,00219.0k $756.9k $756.9k 0.05% First filing
51 Strategic Blueprint, LLC 0.07% of their portfolio ATLANTA, GA 17,42717.4k $694.2k $694.2k 0.07% Added +10.1k +10,121
52 Oder Investment Management, LLC 0.76% of their portfolio WOODLAND HILLS, CA 17,33917.3k $690.7k $690.7k 0.76% Reduced -760 -760
53 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 16,97317.0k $676.1k $676.1k 0.01% Reduced -230 -230
54 Opes Wealth Management LLC 0.19% of their portfolio MENLO PARK, CA 16,65116.7k $663.3k $663.3k 0.19% Added +4.7k +4,743
55 Focus Financial Network, Inc. 0.04% of their portfolio MINNEAPOLIS, MN 16,13516.1k $642.7k $642.7k 0.04% Reduced -1.9k -1,860
56 Regal Investment Advisors LLC 0.05% of their portfolio KENTWOOD, MI 15,91515.9k $634.0k $634.0k 0.05% Reduced -125 -125
57 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 15,74015.7k $627.0k $627.0k 0.01% Added +650 +650
58 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 14,96815.0k $596.2k $596.2k 0.01% Unchanged
59 Echo Wealth Management, LLC 0.61% of their portfolio PLYMOUTH, MN 14,10214.1k $568.1k $568.1k 0.61% Unchanged
60 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.04% of their portfolio BIRMINGHAM, AL 11,83811.8k $471.6k $471.6k 0.04% Reduced -367 -367
61 Cypress Wealth Services, LLC 0.12% of their portfolio PALM DESERT, CA 11,04311.0k $444.9k $444.9k 0.12% Unchanged
62 LEVEL FOUR ADVISORY SERVICES, LLC 0.03% of their portfolio DALLAS, TX 11,00911.0k $438.5k $438.5k 0.03% Added +658 +658
63 LINCOLN NATIONAL CORP 0.01% of their portfolio RADNOR, PA 10,34510.3k $412.1k $412.1k 0.01% Reduced -3.4k -3,415
64 StoneX Group Inc. 0.04% of their portfolio NEW YORK, NY 10,21110.2k $406.8k $406.8k 0.04% Reduced -13.7k -13,651
65 1776 Wealth LLC 0.20% of their portfolio ATLANTA, GA 9,7009.7k $386.4k $386.4k 0.20% Unchanged
66 LVZ, Inc. 0.05% of their portfolio Holland, MI 9,4759.5k $377.4k $377.4k 0.05% Unchanged
67 Sunbelt Securities, Inc. 0.05% of their portfolio HOUSTON, TX 8,5898.6k $342.1k $342.1k 0.05% Unchanged
68 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 8,0458.0k $320.5k $320.5k 0.00% Unchanged
69 Apollon Wealth Management, LLC 0.01% of their portfolio MOUNT PLEASANT, SC 7,7707.8k $309.5k $309.5k 0.01% Added +2.3k +2,302
70 MGO ONE SEVEN LLC 0.03% of their portfolio Beachwood, OH 7,4737.5k $297.7k $297.7k 0.03% Reduced -32 -32
71 Key Client Fiduciary Advisors, LLC 0.16% of their portfolio Fairfield, NJ 6,9757.0k $277.8k $277.8k 0.16% Unchanged
72 Anfield Capital Management, LLC 0.12% of their portfolio IRVINE, CA 6,6226.6k $263.8k $263.8k 0.12% Unchanged
73 INDEPENDENT FINANCIAL GROUP, LLC 0.02% of their portfolio SAN DIEGO, CA 6,4506.5k $256.9k $256.9k 0.02% Added +1.0k +1,000
74 Ameritas Advisory Services, LLC 0.03% of their portfolio Lincoln, NE 6,0786.1k $240.3k $240.3k 0.03% Added +1.3k +1,300
75 McKinley Carter Wealth Services, Inc. 0.02% of their portfolio WHEELING, WV 5,9506.0k $237.0k $237.0k 0.02% Unchanged
76 Cedar Brook Financial Partners, LLC 0.06% of their portfolio CLEVELAND, OH 5,8505.8k $233.0k $233.0k 0.06% Reduced -20 -20
77 EPG Wealth Management LLC 0.06% of their portfolio ATLANTA, GA 5,4005.4k $215.1k $215.1k 0.06% Unchanged
78 Legacy Private Trust Co. 0.02% of their portfolio NEENAH, WI 5,3525.4k $213.2k $213.2k 0.02% New
79 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 5,1105.1k $203.6k $203.6k 0.01% New
80 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 4,8174.8k $192.0k $192.0k 0.00% Added +1.3k +1,317
81 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 4,3024.3k $171.4k $171.4k 0.00% Added +1.0k +1,000
82 UBS Group AG 0.00% of their portfolio ZURICH, V8 3,9433.9k $157.1k $157.1k 0.00% New
83 AdvisorNet Financial, Inc 0.01% of their portfolio MINNETONKA, MN 3,4013.4k $135.5k $135.5k 0.01% Reduced -1.3k -1,300
84 Gradient Investments LLC 0.00% of their portfolio ARDEN HILLS, MN 3,3963.4k $135.3k $135.3k 0.00% Unchanged
85 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 2,7502.8k $109.5k $109.5k 0.00% Unchanged
86 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.02% of their portfolio BLUE BELL, PA 2,2752.3k $90.6k $90.6k 0.02% Unchanged
87 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 2,2122.2k $77.4k $77.4k 0.00% Reduced -1.4k -1,379
88 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 1,8531.9k $73.8k $73.8k 0.00% Reduced -406 -406
89 Archer Investment Corp 0.02% of their portfolio Carmel, IN 1,7611.8k $70.1k $70.1k 0.02% Reduced -3.9k -3,863
90 Coppell Advisory Solutions LLC 0.02% of their portfolio COPPELL, TX 1,5521.6k $61.3k $61.3k 0.02% New
91 Tanglewood Legacy Advisors, LLC 0.03% of their portfolio HOUSTON, TX 1,3251.3k $52.8k $52.8k 0.03% Added +400 +400
92 PCA Investment Advisory Services Inc. 0.03% of their portfolio CINCINNATI, OH 1,2001.2k $47.8k $47.8k 0.03% New
93 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 1,0751.1k $42.8k $42.8k 0.00% Reduced -200 -200
94 SOA Wealth Advisors, LLC. 0.01% of their portfolio NEW YORK, NY 1,0521.1k $41.9k $41.9k 0.01% Unchanged
95 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1,0011.0k $39.9k $39.9k 0.00% New
96 Blue Trust, Inc. 0.00% of their portfolio BRENTWOOD, TN 855855 $32.0k $32.0k 0.00% New
97 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 775775 $30.9k $30.9k 0.00% Unchanged
98 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 750750 $29.9k $29.9k 0.00% New
99 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 712712 $28.4k $28.4k 0.00% Unchanged
100 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.00% of their portfolio RICHMOND, VA 425425 $16.9k $16.9k 0.00% Unchanged