Vault-13

FIRST TR EXCHNG TRADED FD VI FFEB

FT VEST US EQT · ETP · CUSIP 33740F763

104 institutional holders -10 vs Q3 2023
4,369,2834.4m shares reported held*
$186.5mreported value*
8 new 9 added 57 reduced 21 sold out net sold ≈ $88.5m (-2.1m 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 ≈ $42.68.

Trends to Q4 2023

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 87Q4 22: 82Q1 23: 97Q2 23: 102Q3 23: 114Q4 23: 104104Q3 22Q4 22Q1 23Q2 23Q3 23Q4 23
Numbers
QuarterHolders
Q3 202287
Q4 202282
Q1 202397
Q2 2023102
Q3 2023114
Q4 2023104

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 23Q4 23: 17 bought or addedQ4 23: 78 cut or sold outQ4 23
Numbers
QuarterBought or addedCut or sold out
Q4 20222053
Q1 20235830
Q2 20233748
Q3 20233858
Q4 20231778

Biggest buyers

Schorn Wealth LLC Added +406,392+406.4k
OLD MISSION CAPITAL LLC New +19,044+19.0k
GTS SECURITIES LLC New +17,278+17.3k
MML INVESTORS SERVICES, LLC New +6,498+6.5k
Prospera Financial Services Inc New +5,110+5.1k
BCGM Wealth Management, LLC New +5,000+5.0k
WOLVERINE TRADING, LLC New +4,931+4.9k
Clear Creek Financial Management, LLC New +4,870+4.9k
Kestra Advisory Services, LLC Added +4,731+4.7k
LPL Financial LLC Added +4,135+4.1k

Biggest sellers

WELLS FARGO & COMPANY/MN Reduced -575,995-576.0k
Astor Investment Management LLC Sold out -323,807-323.8k
ENVESTNET ASSET MANAGEMENT INC Reduced -223,109-223.1k
AE Wealth Management LLC Reduced -208,391-208.4k
OSAIC HOLDINGS, INC. Reduced -182,272-182.3k
Aptus Capital Advisors, LLC Reduced -165,594-165.6k
Centennial Wealth Advisory LLC Sold out -110,937-110.9k
Maltin Wealth Management, Inc. Reduced -98,899-98.9k
ERn Financial, LLC Sold out -97,809-97.8k
CoreCap Advisors, LLC Reduced -80,184-80.2k

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, Q4 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Schorn Wealth LLC 10.48% of their portfolio ENGLEWOOD, FL 576,884576.9k $24.6m $24.6m 10.48% Added +406.4k +406,392
2 Stratos Wealth Advisors, LLC 1.31% of their portfolio BEACHWOOD, OH 534,735534.7k $22.8m $22.8m 1.31% Reduced -601 -601
3 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 357,146357.1k $15.2m $15.2m 0.03% Reduced -13.5k -13,464
4 REAP Financial Group, LLC 2.73% of their portfolio AUSTIN, TX 219,694219.7k $9.4m $9.4m 2.73% First filing
5 Valtinson Bruner Financial Planning LLC 3.91% of their portfolio NEW BRIGHTON, MN 178,191178.2k $7.6m $7.6m 3.91% Reduced -5.5k -5,499
6 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 177,732177.7k $7.6m $7.6m 0.01% Reduced -182.3k -182,272
7 Cetera Investment Advisers 0.05% of their portfolio SCHAUMBURG, IL 158,136158.1k $6.7m $6.7m 0.05% Reduced -538 -538
8 HARBOUR INVESTMENTS, INC. 0.22% of their portfolio MADISON, WI 124,618124.6k $5.3m $5.3m 0.22% Reduced -100 -100
9 Great Diamond Partners, LLC 1.30% of their portfolio Portland, ME 123,642123.6k $5.3m $5.3m 1.30% Reduced -3.3k -3,254
10 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 122,092122.1k $5.2m $5.2m 0.04% Added +4.7k +4,731
11 Onyx Bridge Wealth Group LLC 1.01% of their portfolio TARRYTOWN, NY 116,879116.9k $5.0m $5.0m 1.01% Reduced -453 -453
12 InterOcean Capital Group, LLC 0.08% of their portfolio NASHVILLE, TN 73,66073.7k $3.1m $3.1m 0.08% Unchanged
13 Cetera Advisor Networks LLC 0.02% of their portfolio EL SEGUNDO, CA 72,03072.0k $3.1m $3.1m 0.02% Reduced -6.1k -6,149
14 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 71,95472.0k $3.1m $3.1m 0.01% Reduced -4.6k -4,580
15 Main Street Financial Solutions, LLC 0.40% of their portfolio NEWTOWN, PA 71,93471.9k $3.1m $3.1m 0.40% Unchanged
16 Keystone Wealth Services, LLC 1.00% of their portfolio PALM DESERT, CA 68,27268.3k $2.9m $2.9m 1.00% Reduced -535 -535
17 LM Advisors LLC 0.57% of their portfolio SAN DIEGO, CA 66,02066.0k $2.8m $2.8m 0.57% First filing
18 STEPHENS INC /AR/ 0.05% of their portfolio LITTLE ROCK, AR 65,15165.2k $2.8m $2.8m 0.05% Unchanged
19 Mariner, LLC 0.01% of their portfolio Overland Park, KS 53,86453.9k $2.3m $2.3m 0.01% Reduced -2.4k -2,437
20 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 47,11447.1k $2.0m $2.0m 0.00% Added +4.1k +4,135
21 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 46,95347.0k $2.0m $2.0m 0.01% Reduced -19.1k -19,112
22 Atria Investments, Inc 0.03% of their portfolio Charlotte, NC 44,74944.7k $1.9m $1.9m 0.03% Reduced -76.8k -76,759
23 Cetera Advisors LLC 0.03% of their portfolio DENVER, CO 42,91042.9k $1.8m $1.8m 0.03% Reduced -938 -938
24 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 42,72142.7k $1.8m $1.8m 0.00% Added +4.1k +4,076
25 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 41,04041.0k $1.8m $1.8m 0.01% Reduced -1.8k -1,776
26 WEDBUSH SECURITIES INC 0.08% of their portfolio PASADENA, CA 40,39540.4k $1.7m $1.7m 0.08% Reduced -3.5k -3,524
27 Marshall Financial Group, LLC 0.47% of their portfolio Hunt Valley, MD 34,32334.3k $1.5m $1.5m 0.47% Reduced -2.2k -2,210
28 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 33,73533.7k $1.4m $1.4m 0.00% Reduced -319 -319
29 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 30,94530.9k $1.3m $1.3m 0.00% Reduced -223.1k -223,109
30 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 30,76330.8k $1.3m $1.3m 0.00% Reduced -35 -35
31 Maltin Wealth Management, Inc. 0.78% of their portfolio RIDGEWOOD, NJ 28,64028.6k $1.2m $1.2m 0.78% Reduced -98.9k -98,899
32 FSB PREMIER WEALTH MANAGEMENT, INC. 0.57% of their portfolio WATERLOO, IA 26,61126.6k $1.1m $1.1m 0.57% Reduced -367 -367
33 KESTRA PRIVATE WEALTH SERVICES, LLC 0.03% of their portfolio AUSTIN, TX 25,97526.0k $1.1m $1.1m 0.03% Reduced -655 -655
34 Integrity Financial Corp /WA 0.78% of their portfolio JACKSON, WY 25,28925.3k $1.1m $1.1m 0.78% Reduced -314 -314
35 OGOREK ANTHONY JOSEPH /NY/ /ADV 0.37% of their portfolio WILLIAMSVILLE, NY 23,58023.6k $1.0m $1.0m 0.37% Reduced -14.8k -14,753
36 Grant Street Asset Management, Inc. 0.33% of their portfolio CANONSBURG, PA 22,04922.0k $940.8k $940.8k 0.33% Unchanged
37 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 21,69421.7k $931.2k $931.2k 0.01% Reduced -1.6k -1,641
38 CWM, LLC 0.00% of their portfolio OMAHA, NE 20,76420.8k $886.0k $886.0k 0.00% Reduced -16 -16
39 Integrated Advisors Network LLC 0.05% of their portfolio DALLAS, TX 20,44020.4k $872.2k $872.2k 0.05% Added +686 +686
40 DHJJ Financial Advisors, Ltd. 0.39% of their portfolio NAPERVILLE, IL 19,53219.5k $833.4k $833.4k 0.39% Reduced -1.1k -1,050
41 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 19,04419.0k $812.6k $812.6k 0.02% New
42 Fragasso Financial Advisors Inc 0.07% of their portfolio SEWICKLEY, PA 18,97719.0k $809.7k $809.7k 0.07% Reduced -1.3k -1,255
43 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 18,31018.3k $794.5k $794.5k 0.00% Reduced -208.4k -208,391
44 Oder Investment Management, LLC 0.73% of their portfolio WOODLAND HILLS, CA 17,33917.3k $739.9k $739.9k 0.73% Unchanged
45 GTS SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 17,27817.3k $737.3k $737.3k 0.02% New
46 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 16,84916.8k $718.9k $718.9k 0.01% Unchanged
47 Opes Wealth Management LLC 0.17% of their portfolio MENLO PARK, CA 16,45016.4k $701.9k $701.9k 0.17% Reduced -34 -34
48 FOCUS FINANCIAL NETWORK INC /ADV 0.02% of their portfolio Minneapolis, MN 15,31415.3k $653.4k $653.4k 0.02% First filing
49 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 15,03515.0k $641.5k $641.5k 0.01% Reduced -6.9k -6,870
50 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 14,31714.3k $610.9k $610.9k 0.01% Reduced -1.2k -1,241
51 Regal Investment Advisors LLC 0.04% of their portfolio KENTWOOD, MI 12,95513.0k $552.8k $552.8k 0.04% Reduced -500 -500
52 Sovereign Financial Group, Inc. 0.17% of their portfolio STAMFORD, CT 12,87012.9k $549.2k $549.2k 0.17% Reduced -1.4k -1,432
53 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.04% of their portfolio BIRMINGHAM, AL 11,75011.8k $501.4k $501.4k 0.04% Reduced -78 -78
54 StoneX Group Inc. 0.05% of their portfolio NEW YORK, NY 11,51411.5k $491.3k $491.3k 0.05% Reduced -697 -697
55 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 11,04911.0k $471.5k $471.5k 0.00% Reduced -5.5k -5,538
56 Cypress Wealth Services, LLC 0.12% of their portfolio PALM DESERT, CA 11,04311.0k $471.2k $471.2k 0.12% Unchanged
57 Echo Wealth Management, LLC 0.42% of their portfolio PLYMOUTH, MN 10,66010.7k $454.3k $454.3k 0.42% Reduced -46 -46
58 Bouchey Financial Group, Ltd. 0.05% of their portfolio TROY, NY 10,49310.5k $447.7k $447.7k 0.05% Reduced -11.5k -11,534
59 LINCOLN NATIONAL CORP 0.01% of their portfolio RADNOR, PA 10,34510.3k $441.4k $441.4k 0.01% Unchanged
60 1776 Wealth LLC 0.21% of their portfolio ATLANTA, GA 9,7009.7k $413.9k $413.9k 0.21% Unchanged
61 LVZ, Inc. 0.06% of their portfolio Holland, MI 9,4759.5k $404.3k $404.3k 0.06% Unchanged
62 Sunbelt Securities, Inc. 0.05% of their portfolio HOUSTON, TX 8,5898.6k $366.5k $366.5k 0.05% Unchanged
63 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 8,0458.0k $343.3k $343.3k 0.00% Unchanged
64 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 7,8727.9k $335.9k $335.9k 0.00% Added +354 +354
65 MGO ONE SEVEN LLC 0.02% of their portfolio Beachwood, OH 7,3257.3k $312.6k $312.6k 0.02% Reduced -100 -100
66 Key Client Fiduciary Advisors, LLC 0.17% of their portfolio Fairfield, NJ 6,9757.0k $297.6k $297.6k 0.17% Unchanged
67 Naviter Wealth, LLC 0.06% of their portfolio LITTLE ROCK, AR 6,6406.6k $283.3k $283.3k 0.06% Reduced -7.4k -7,385
68 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 6,5716.6k $280.4k $280.4k 0.00% Reduced -576.0k -575,995
69 LEVEL FOUR ADVISORY SERVICES, LLC 0.02% of their portfolio DALLAS, TX 6,5416.5k $279.1k $279.1k 0.02% Reduced -4.5k -4,468
70 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 6,4986.5k $277.0k $277.0k 0.00% New
71 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 6,4506.5k $275.2k $275.2k 0.01% Unchanged
72 Apollon Wealth Management, LLC 0.01% of their portfolio MOUNT PLEASANT, SC 6,4076.4k $273.4k $273.4k 0.01% Unchanged
73 McKinley Carter Wealth Services, Inc. 0.02% of their portfolio WHEELING, WV 5,9506.0k $253.9k $253.9k 0.02% Unchanged
74 Cedar Brook Financial Partners, LLC 0.06% of their portfolio CLEVELAND, OH 5,8005.8k $248.0k $248.0k 0.06% Reduced -50 -50
75 Anfield Capital Management, LLC 0.13% of their portfolio IRVINE, CA 5,6065.6k $239.2k $239.2k 0.13% Reduced -1.0k -1,016
76 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 5,4425.4k $232.0k $232.0k 0.00% Added +2.8k +2,776
77 EPG Wealth Management LLC 0.06% of their portfolio ATLANTA, GA 5,4005.4k $236.7k $236.7k 0.06% Unchanged
78 Outlook Wealth Advisors, LLC 0.08% of their portfolio SHENANDOAH, TX 5,2135.2k $222.4k $222.4k 0.08% Reduced -33.5k -33,494
79 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 5,1105.1k $218.0k $218.0k 0.01% New
80 BCGM Wealth Management, LLC 0.09% of their portfolio LAFAYETTE, IN 5,0005.0k $213.3k $213.3k 0.09% New
81 WOLVERINE TRADING, LLC 0.00% of their portfolio CHICAGO, IL 4,9314.9k $210.4k $210.4k 0.00% New
82 Clear Creek Financial Management, LLC 0.03% of their portfolio SILVERDALE, WA 4,8704.9k $207.8k $207.8k 0.03% New
83 LANARK FINANCIAL, INC. 0.02% of their portfolio BIRMINGHAM, AL 4,8564.9k $207.0k $207.0k 0.02% Reduced -64 -64
84 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 4,7924.8k $204.5k $204.5k 0.01% Reduced -80.2k -80,184
85 Aptus Capital Advisors, LLC 0.01% of their portfolio FAIRHOPE, AL 4,4764.5k $191.0k $191.0k 0.01% Reduced -165.6k -165,594
86 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 4,0274.0k $171.8k $171.8k 0.00% Reduced -275 -275
87 COMERICA BANK 0.00% of their portfolio DALLAS, TX 3,5413.5k $151.1k $151.1k 0.00% Reduced -18 -18
88 Gradient Investments LLC 0.00% of their portfolio ARDEN HILLS, MN 3,3963.4k $144.9k $144.9k 0.00% Unchanged
89 AdvisorNet Financial, Inc 0.01% of their portfolio MINNETONKA, MN 3,2513.3k $138.7k $138.7k 0.01% Reduced -100 -100
90 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 2,6522.7k $113.2k $113.2k 0.01% Reduced -454 -454
91 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.02% of their portfolio BLUE BELL, PA 2,4502.5k $104.5k $104.5k 0.02% Reduced -1.6k -1,625
92 Coppell Advisory Solutions LLC 0.02% of their portfolio COPPELL, TX 2,1462.1k $91.5k $91.5k 0.02% Added +906 +906
93 Archer Investment Corp 0.02% of their portfolio Carmel, IN 1,7611.8k $75.1k $75.1k 0.02% Unchanged
94 Tanglewood Legacy Advisors, LLC 0.03% of their portfolio HOUSTON, TX 1,3251.3k $56.5k $56.5k 0.03% Unchanged
95 SOA Wealth Advisors, LLC. 0.01% of their portfolio NEW YORK, NY 1,0521.1k $44.9k $44.9k 0.01% Unchanged
96 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 775775 $33.1k $33.1k 0.00% Unchanged
97 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 750750 $32.0k $32.0k 0.00% Unchanged
98 Creekmur Asset Management LLC 0.01% of their portfolio MORTON, IL 700700 $29.9k $29.9k 0.01% First filing
99 UBS Group AG 0.00% of their portfolio ZURICH, V8 650650 $27.7k $27.7k 0.00% Added +346 +346
100 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 628628 $26.8k $26.8k 0.00% Reduced -8.6k -8,636