Vault-13

FIRST TR EXCHNG TRADED FD VI FFEB

FT VEST US EQT · ETP · CUSIP 33740F763

114 institutional holders +12 vs Q2 2023
6,182,1906.2m shares reported held*
$241.0mreported value*
20 new 18 added 48 reduced 10 sold out net bought ≈ $29.1m (+746.3k 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 ($336.6k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $38.98.

Trends to Q3 2023

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 87Q4 22: 82Q1 23: 97Q2 23: 102Q3 23: 114114Q3 22Q4 22Q1 23Q2 23Q3 23
Numbers
QuarterHolders
Q3 202287
Q4 202282
Q1 202397
Q2 2023102
Q3 2023114

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 23Q3 23: 38 bought or addedQ3 23: 58 cut or sold outQ3 23
Numbers
QuarterBought or addedCut or sold out
Q4 20222053
Q1 20235830
Q2 20233748
Q3 20233858

Biggest buyers

WELLS FARGO & COMPANY/MN Added +581,565+581.6k
Astor Investment Management LLC New +323,807+323.8k
AE Wealth Management LLC Added +195,651+195.7k
Schorn Wealth LLC New +170,492+170.5k
Aptus Capital Advisors, LLC Added +167,320+167.3k
ENVESTNET ASSET MANAGEMENT INC Added +149,358+149.4k
Centennial Wealth Advisory LLC New +110,937+110.9k
OSAIC HOLDINGS, INC. Added +87,584+87.6k
Atria Investments, Inc Added +71,663+71.7k
CoreCap Advisors, LLC Added +65,974+66.0k

Biggest sellers

3D/L Capital Management, LLC Sold out -636,085-636.1k
OGOREK ANTHONY JOSEPH /NY/ /ADV Reduced -401,945-401.9k
Cetera Advisors LLC Reduced -136,168-136.2k
Main Street Financial Solutions, LLC Reduced -60,670-60.7k
CreativeOne Wealth, LLC Reduced -42,642-42.6k
WORLD EQUITY GROUP, INC. Sold out -33,943-33.9k
GTS SECURITIES LLC Sold out -21,943-21.9k
Sovereign Financial Group, Inc. Reduced -21,271-21.3k
B. Riley Wealth Advisors, Inc. Sold out -15,740-15.7k
AVANTAX ADVISORY SERVICES, INC. Reduced -10,960-11.0k

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, Q3 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 582,566582.6k $22.7m $22.7m 0.01% Added +581.6k +581,565
2 Stratos Wealth Advisors, LLC 1.38% of their portfolio BEACHWOOD, OH 535,336535.3k $20.9m $20.9m 1.38% Added +10.8k +10,772
3 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 370,610370.6k $14.4m $14.4m 0.03% Reduced -8.7k -8,681
4 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 360,004360.0k $14.0m $14.0m 0.02% Added +87.6k +87,584
5 Astor Investment Management LLC 4.75% of their portfolio CHICAGO, IL 323,807323.8k $12.6m $12.6m 4.75% New
6 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 254,054254.1k $9.9m $9.9m 0.00% Added +149.4k +149,358
7 AE Wealth Management LLC 0.05% of their portfolio TOPEKA, KS 226,701226.7k $8.8m $8.8m 0.05% Added +195.7k +195,651
8 Valtinson Bruner Financial Planning LLC 3.92% of their portfolio NEW BRIGHTON, MN 183,690183.7k $7.2m $7.2m 3.92% Reduced -248 -248
9 Schorn Wealth LLC 3.14% of their portfolio ENGLEWOOD, FL 170,492170.5k $6.6m $6.6m 3.14% New
10 Aptus Capital Advisors, LLC 0.19% of their portfolio FAIRHOPE, AL 170,070170.1k $6.6m $6.6m 0.19% Added +167.3k +167,320
11 Cetera Investment Advisers 0.05% of their portfolio SCHAUMBURG, IL 158,674158.7k $6.2m $6.2m 0.05% Added +12.8k +12,772
12 Maltin Wealth Management, Inc. 3.47% of their portfolio RIDGEWOOD, NJ 127,539127.5k $5.0m $5.0m 3.47% Reduced -535 -535
13 Great Diamond Partners, LLC 1.34% of their portfolio Portland, ME 126,896126.9k $4.9m $4.9m 1.34% Added +1.3k +1,346
14 HARBOUR INVESTMENTS, INC. 0.24% of their portfolio MADISON, WI 124,718124.7k $4.9m $4.9m 0.24% Reduced -1.5k -1,516
15 Atria Investments, Inc 0.08% of their portfolio Charlotte, NC 121,508121.5k $4.7m $4.7m 0.08% Added +71.7k +71,663
16 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 117,361117.4k $4.6m $4.6m 0.04% Added +7.1k +7,102
17 Onyx Bridge Wealth Group LLC 1.07% of their portfolio TARRYTOWN, NY 117,332117.3k $4.6m $4.6m 1.07% Reduced -346 -346
18 Centennial Wealth Advisory LLC 2.32% of their portfolio Traverse City, MI 110,937110.9k $4.3m $4.3m 2.32% New
19 ERn Financial, LLC 0.83% of their portfolio MIDDLETON, WI 97,80997.8k $3.8m $3.8m 0.83% Reduced -3.9k -3,927
20 CoreCap Advisors, LLC 0.24% of their portfolio SOUTHFIELD, MI 84,97685.0k $3.3m $3.3m 0.24% Added +66.0k +65,974
21 Cetera Advisor Networks LLC 0.02% of their portfolio EL SEGUNDO, CA 78,17978.2k $3.0m $3.0m 0.02% Reduced -8.2k -8,236
22 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 76,53476.5k $3.0m $3.0m 0.01% Reduced -1.1k -1,074
23 InterOcean Capital Group, LLC 0.09% of their portfolio NASHVILLE, TN 73,66073.7k $2.9m $2.9m 0.09% Unchanged
24 Main Street Financial Solutions, LLC 0.40% of their portfolio NEWTOWN, PA 71,93471.9k $2.8m $2.8m 0.40% Reduced -60.7k -60,670
25 Keystone Wealth Services, LLC 1.02% of their portfolio PALM DESERT, CA 68,80768.8k $2.7m $2.7m 1.02% Reduced -23 -23
26 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 66,06566.1k $2.6m $2.6m 0.01% Unchanged
27 STEPHENS INC /AR/ 0.05% of their portfolio LITTLE ROCK, AR 65,15165.2k $2.5m $2.5m 0.05% Reduced -2.4k -2,391
28 Mariner, LLC 0.01% of their portfolio Overland Park, KS 56,30156.3k $2.2m $2.2m 0.01% Reduced -5.4k -5,425
29 Legacy Capital Group California, Inc. 0.94% of their portfolio LOS GATOS, CA 56,11356.1k $2.2m $2.2m 0.94% New
30 CORRADO ADVISORS, LLC 1.50% of their portfolio RAMSEY, NJ 55,82755.8k $2.2m $2.2m 1.50% Reduced -648 -648
31 WEDBUSH SECURITIES INC 0.09% of their portfolio PASADENA, CA 43,91943.9k $1.7m $1.7m 0.09% Reduced -4.3k -4,277
32 Cetera Advisors LLC 0.03% of their portfolio DENVER, CO 43,84843.8k $1.7m $1.7m 0.03% Reduced -136.2k -136,168
33 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 42,97943.0k $1.7m $1.7m 0.00% Added +9.1k +9,120
34 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 42,81642.8k $1.7m $1.7m 0.01% Reduced -1.1k -1,145
35 Outlook Wealth Advisors, LLC 0.58% of their portfolio SHENANDOAH, TX 38,70738.7k $1.5m $1.5m 0.58% New
36 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 38,64538.6k $1.5m $1.5m 0.00% Reduced -684 -684
37 OGOREK ANTHONY JOSEPH /NY/ /ADV 0.59% of their portfolio WILLIAMSVILLE, NY 38,33338.3k $1.5m $1.5m 0.59% Reduced -401.9k -401,945
38 Marshall Financial Group, LLC 0.51% of their portfolio Hunt Valley, MD 36,53336.5k $1.4m $1.4m 0.51% Reduced -84 -84
39 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 34,05434.1k $1.3m $1.3m 0.00% Reduced -410 -410
40 Truadvice, LLC 0.51% of their portfolio SARASOTA, FL 32,78132.8k $1.3m $1.3m 0.51% Reduced -3.9k -3,885
41 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 30,79830.8k $1.2m $1.2m 0.00% Reduced -55 -55
42 FSB PREMIER WEALTH MANAGEMENT, INC. 0.59% of their portfolio WATERLOO, IA 26,97827.0k $1.1m $1.1m 0.59% Reduced -7.7k -7,729
43 KESTRA PRIVATE WEALTH SERVICES, LLC 0.03% of their portfolio AUSTIN, TX 26,63026.6k $1.0m $1.0m 0.03% Added +950 +950
44 Integrity Financial Corp /WA 0.75% of their portfolio JACKSON, WY 25,60325.6k $998.0k $998.0k 0.75% Reduced -805 -805
45 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 23,33523.3k $909.6k $909.6k 0.01% Added +8.4k +8,367
46 Grant Street Asset Management, Inc. 0.35% of their portfolio CANONSBURG, PA 22,04922.0k $859.5k $859.5k 0.35% Unchanged
47 Bouchey Financial Group, Ltd. 0.11% of their portfolio TROY, NY 22,02722.0k $858.6k $858.6k 0.11% Reduced -889 -889
48 OneDigital Investment Advisors LLC 0.02% of their portfolio OVERLAND PARK, KS 21,90521.9k $853.9k $853.9k 0.02% Reduced -91 -91
49 Elevated Capital Advisors, LLC 0.29% of their portfolio SANDY, UT 21,68421.7k $845.2k $845.2k 0.29% New
50 CWM, LLC 0.00% of their portfolio OMAHA, NE 20,78020.8k $810.0k $810.0k 0.00% Reduced -128 -128
51 DHJJ Financial Advisors, Ltd. 0.41% of their portfolio NAPERVILLE, IL 20,58220.6k $802.3k $802.3k 0.41% Reduced -700 -700
52 Fragasso Financial Advisors Inc 0.08% of their portfolio SEWICKLEY, PA 20,23220.2k $788.6k $788.6k 0.08% Reduced -952 -952
53 Integrated Advisors Network LLC 0.05% of their portfolio DALLAS, TX 19,75419.8k $770.0k $770.0k 0.05% Reduced -10.5k -10,461
54 Oder Investment Management, LLC 0.73% of their portfolio WOODLAND HILLS, CA 17,33917.3k $675.9k $675.9k 0.73% Unchanged
55 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 16,84916.8k $656.8k $656.8k 0.01% Reduced -124 -124
56 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 16,58716.6k $646.6k $646.6k 0.00% New
57 Opes Wealth Management LLC 0.18% of their portfolio MENLO PARK, CA 16,48416.5k $642.5k $642.5k 0.18% Reduced -167 -167
58 Focus Financial Network, Inc. 0.04% of their portfolio MINNEAPOLIS, MN 15,98516.0k $623.1k $623.1k 0.04% Reduced -150 -150
59 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 15,55815.6k $606.5k $606.5k 0.01% Reduced -11.0k -10,960
60 Legacy Capital Wealth Partners, LLC 0.16% of their portfolio LITTLE ROCK, AR 14,79814.8k $576.8k $576.8k 0.16% New
61 Sovereign Financial Group, Inc. 0.20% of their portfolio STAMFORD, CT 14,30214.3k $557.5k $557.5k 0.20% Reduced -21.3k -21,271
62 Naviter Wealth, LLC 0.13% of their portfolio LITTLE ROCK, AR 14,02514.0k $546.7k $546.7k 0.13% New
63 Harvest Investment Services, LLC 0.34% of their portfolio Oakbrook Terrace, IL 13,46813.5k $525.0k $525.0k 0.34% New
64 Regal Investment Advisors LLC 0.05% of their portfolio KENTWOOD, MI 13,45513.5k $524.5k $524.5k 0.05% Reduced -2.5k -2,460
65 StoneX Group Inc. 0.05% of their portfolio NEW YORK, NY 12,21112.2k $476.0k $476.0k 0.05% Added +2.0k +2,000
66 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.04% of their portfolio BIRMINGHAM, AL 11,82811.8k $461.1k $461.1k 0.04% Reduced -10 -10
67 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 11,14411.1k $434.4k $434.4k 0.00% New
68 Cypress Wealth Services, LLC 0.12% of their portfolio PALM DESERT, CA 11,04311.0k $430.5k $430.5k 0.12% Unchanged
69 LEVEL FOUR ADVISORY SERVICES, LLC 0.03% of their portfolio DALLAS, TX 11,00911.0k $429.1k $429.1k 0.03% Unchanged
70 Echo Wealth Management, LLC 0.45% of their portfolio PLYMOUTH, MN 10,70610.7k $417.3k $417.3k 0.45% Reduced -3.4k -3,396
71 LINCOLN NATIONAL CORP 0.01% of their portfolio RADNOR, PA 10,34510.3k $403.2k $403.2k 0.01% Unchanged
72 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 10,20510.2k $397.8k $397.8k 0.01% New
73 1776 Wealth LLC 0.20% of their portfolio ATLANTA, GA 9,7009.7k $378.1k $378.1k 0.20% Unchanged
74 LVZ, Inc. 0.06% of their portfolio Holland, MI 9,4759.5k $369.3k $369.3k 0.06% Unchanged
75 Strategic Blueprint, LLC 0.03% of their portfolio ATLANTA, GA 9,2739.3k $361.5k $361.5k 0.03% Reduced -8.2k -8,154
76 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 9,2649.3k $361.1k $361.1k 0.01% New
77 Sunbelt Securities, Inc. 0.05% of their portfolio HOUSTON, TX 8,5898.6k $334.8k $334.8k 0.05% Unchanged
78 CreativeOne Wealth, LLC 0.02% of their portfolio OVERLAND PARK, KS 8,4368.4k $329.0k $329.0k 0.02% Reduced -42.6k -42,642
79 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 8,0458.0k $313.6k $313.6k 0.00% Unchanged
80 FOURPATH CAPITAL MANAGEMENT, LLC 0.23% of their portfolio OKLAHOMA CITY, OK 7,8877.9k $307.4k $307.4k 0.23% New
81 AXXCESS WEALTH MANAGEMENT, LLC 0.01% of their portfolio CARLSBAD, CA 7,8287.8k $305.1k $305.1k 0.01% New
82 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 7,5187.5k $293.1k $293.1k 0.00% Added +6.8k +6,806
83 MGO ONE SEVEN LLC 0.02% of their portfolio Beachwood, OH 7,4257.4k $289.4k $289.4k 0.02% Reduced -48 -48
84 DAVENPORT & Co LLC 0.00% of their portfolio RICHMOND, VA 7,3997.4k $288.4k $288.4k 0.00% New
85 Key Client Fiduciary Advisors, LLC 0.17% of their portfolio Fairfield, NJ 6,9757.0k $271.9k $271.9k 0.17% Unchanged
86 Anfield Capital Management, LLC 0.12% of their portfolio IRVINE, CA 6,6226.6k $258.1k $258.1k 0.12% Unchanged
87 INDEPENDENT FINANCIAL GROUP, LLC 0.02% of their portfolio SAN DIEGO, CA 6,4506.5k $251.4k $251.4k 0.02% Unchanged
88 Apollon Wealth Management, LLC 0.01% of their portfolio MOUNT PLEASANT, SC 6,4076.4k $249.7k $249.7k 0.01% Reduced -1.4k -1,363
89 Ameritas Advisory Services, LLC 0.01% of their portfolio Lincoln, NE 6,0786.1k $238.3k $238.3k 0.01% Unchanged
90 Raleigh Capital Management Inc. 0.12% of their portfolio CARY, NC 6,0416.0k $235.5k $235.5k 0.12% New
91 McKinley Carter Wealth Services, Inc. 0.02% of their portfolio WHEELING, WV 5,9506.0k $231.9k $231.9k 0.02% Unchanged
92 Cedar Brook Financial Partners, LLC 0.06% of their portfolio CLEVELAND, OH 5,8505.8k $228.0k $228.0k 0.06% Unchanged
93 GeoWealth Management, LLC 0.02% of their portfolio CHICAGO, IL 5,4825.5k $213.0k $213.0k 0.02% New
94 EPG Wealth Management LLC 0.06% of their portfolio ATLANTA, GA 5,4005.4k $210.5k $210.5k 0.06% Unchanged
95 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 5,3045.3k $206.8k $206.8k 0.00% First filing
96 LANARK FINANCIAL, INC. 0.02% of their portfolio BIRMINGHAM, AL 4,9204.9k $191.0k $191.0k 0.02% First filing
97 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 4,3024.3k $167.7k $167.7k 0.00% Unchanged
98 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.04% of their portfolio BLUE BELL, PA 4,0754.1k $158.8k $158.8k 0.04% Added +1.8k +1,800
99 COMERICA BANK 0.00% of their portfolio DALLAS, TX 3,5593.6k $138.7k $138.7k 0.00% New
100 Gradient Investments LLC 0.00% of their portfolio ARDEN HILLS, MN 3,3963.4k $132.4k $132.4k 0.00% Unchanged