Vault-13

FIRST TR EXCHNG TRADED FD VI FFEB

FT VEST US EQT · ETP · CUSIP 33740F763

131 institutional holders +27 vs Q4 2023
7,379,2387.4m shares reported held*
$334.0mreported value*
35 new 53 added 25 reduced 8 sold out net bought ≈ $131.7m (+2.9m 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 ≈ $45.26.

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 87Q4 22: 82Q1 23: 97Q2 23: 102Q3 23: 114Q4 23: 104Q1 24: 131131Q3 22Q1 23Q3 23Q1 24
Numbers
QuarterHolders
Q3 202287
Q4 202282
Q1 202397
Q2 2023102
Q3 2023114
Q4 2023104
Q1 2024131

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 23Q1 24: 88 bought or addedQ1 24: 33 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q4 20222053
Q1 20235830
Q2 20233748
Q3 20233858
Q4 20231778
Q1 20248833

Biggest buyers

Raymond James Financial Services Advisors, Inc. Added +736,843+736.8k
Cetera Investment Advisers Added +266,898+266.9k
ENVESTNET ASSET MANAGEMENT INC Added +204,477+204.5k
Wealthcare Advisory Partners LLC New +193,778+193.8k
CreativeOne Wealth, LLC New +191,724+191.7k
SMART Wealth LLC New +178,628+178.6k
COMMONWEALTH EQUITY SERVICES, LLC Added +173,628+173.6k
CWM, LLC Added +138,436+138.4k
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC New +122,962+123.0k
OSAIC HOLDINGS, INC. Added +91,531+91.5k

Biggest sellers

Valtinson Bruner Financial Planning LLC Reduced -133,183-133.2k
Cetera Advisor Networks LLC Sold out -72,030-72.0k
Cetera Advisors LLC Sold out -42,910-42.9k
Stratos Wealth Advisors, LLC Reduced -37,246-37.2k
OLD MISSION CAPITAL LLC Sold out -19,044-19.0k
WEDBUSH SECURITIES INC Reduced -18,444-18.4k
GTS SECURITIES LLC Sold out -17,278-17.3k
OGOREK ANTHONY JOSEPH /NY/ /ADV Reduced -8,199-8.2k
Naviter Wealth, LLC Sold out -6,640-6.6k
OneDigital Investment Advisors LLC Reduced -5,648-5.6k

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 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Raymond James Financial Services Advisors, Inc. 0.05% of their portfolio ST. PETERSBURG, FL 779,564779.6k $35.3m $35.3m 0.05% Added +736.8k +736,843
2 Schorn Wealth LLC 9.81% of their portfolio ENGLEWOOD, FL 573,252573.3k $26.0m $26.0m 9.81% Reduced -3.6k -3,632
3 COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio WALTHAM, MA 530,774530.8k $24.0m $24.0m 0.04% Added +173.6k +173,628
4 Stratos Wealth Advisors, LLC 1.33% of their portfolio BEACHWOOD, OH 497,489497.5k $22.5m $22.5m 1.33% Reduced -37.2k -37,246
5 Cetera Investment Advisers 0.05% of their portfolio SCHAUMBURG, IL 425,034425.0k $19.2m $19.2m 0.05% Added +266.9k +266,898
6 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 269,263269.3k $12.2m $12.2m 0.03% Added +91.5k +91,531
7 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 235,422235.4k $10.7m $10.7m 0.00% Added +204.5k +204,477
8 REAP Financial Group, LLC 2.71% of their portfolio AUSTIN, TX 217,971218.0k $9.9m $9.9m 2.71% Reduced -1.7k -1,723
9 Wealthcare Advisory Partners LLC 0.29% of their portfolio WEST CHESTER, PA 193,778193.8k $8.8m $8.8m 0.29% New
10 CreativeOne Wealth, LLC 0.35% of their portfolio OVERLAND PARK, KS 191,724191.7k $8.7m $8.7m 0.35% New
11 Kestra Advisory Services, LLC 0.06% of their portfolio AUSTIN, TX 189,948189.9k $8.6m $8.6m 0.06% Added +67.9k +67,856
12 SMART Wealth LLC 3.64% of their portfolio Omaha, NE 178,628178.6k $8.1m $8.1m 3.64% New
13 CWM, LLC 0.04% of their portfolio OMAHA, NE 159,200159.2k $7.2m $7.2m 0.04% Added +138.4k +138,436
14 Great Diamond Partners, LLC 1.32% of their portfolio Portland, ME 126,527126.5k $5.7m $5.7m 1.32% Added +2.9k +2,885
15 ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 2.01% of their portfolio New Cumberland, PA 122,962123.0k $5.6m $5.6m 2.01% New
16 HARBOUR INVESTMENTS, INC. 0.19% of their portfolio MADISON, WI 121,429121.4k $5.5m $5.5m 0.19% Reduced -3.2k -3,189
17 Onyx Bridge Wealth Group LLC 0.92% of their portfolio TARRYTOWN, NY 114,996115.0k $5.1m $5.1m 0.92% Reduced -1.9k -1,883
18 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 112,340112.3k $5.1m $5.1m 0.00% Added +78.6k +78,605
19 STEPHENS INC /AR/ 0.08% of their portfolio LITTLE ROCK, AR 112,145112.1k $5.1m $5.1m 0.08% Added +47.0k +46,994
20 McCarthy & Cox 1.75% of their portfolio MARYSVILLE, OH 102,291102.3k $4.6m $4.6m 1.75% First filing
21 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 95,98896.0k $4.3m $4.3m 0.02% Added +24.0k +24,034
22 LM Advisors LLC 0.69% of their portfolio SAN DIEGO, CA 87,28187.3k $4.0m $4.0m 0.69% Added +21.3k +21,261
23 Keystone Wealth Services, LLC 1.17% of their portfolio PALM DESERT, CA 79,67879.7k $3.6m $3.6m 1.17% Added +11.4k +11,406
24 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 78,73878.7k $3.6m $3.6m 0.00% Added +31.6k +31,624
25 InterOcean Capital Group, LLC 0.08% of their portfolio NASHVILLE, TN 73,66073.7k $3.3m $3.3m 0.08% Unchanged
26 Main Street Financial Solutions, LLC 0.34% of their portfolio NEWTOWN, PA 71,21971.2k $3.2m $3.2m 0.34% Reduced -715 -715
27 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 66,97267.0k $3.0m $3.0m 0.01% Added +25.9k +25,932
28 Apollon Wealth Management, LLC 0.08% of their portfolio MOUNT PLEASANT, SC 57,14957.1k $2.6m $2.6m 0.08% Added +50.7k +50,742
29 Mariner, LLC 0.01% of their portfolio Overland Park, KS 55,34155.3k $2.5m $2.5m 0.01% Added +1.5k +1,477
30 Atria Investments, Inc 0.03% of their portfolio Charlotte, NC 53,51653.5k $2.4m $2.4m 0.03% Added +8.8k +8,767
31 Sigma Planning Corp 0.07% of their portfolio ANN ARBOR, MI 47,08347.1k $2.1m $2.1m 0.07% New
32 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 46,98247.0k $2.1m $2.1m 0.01% Added +16.2k +16,219
33 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 45,36245.4k $2.1m $2.1m 0.01% Reduced -1.6k -1,591
34 Valtinson Bruner Financial Planning LLC 0.87% of their portfolio NEW BRIGHTON, MN 45,00845.0k $2.0m $2.0m 0.87% Reduced -133.2k -133,183
35 Outlook Wealth Advisors, LLC 0.57% of their portfolio SHENANDOAH, TX 40,97541.0k $1.9m $1.9m 0.57% Added +35.8k +35,762
36 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 36,70636.7k $1.7m $1.7m 0.00% Added +25.7k +25,657
37 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 36,62936.6k $1.7m $1.7m 0.01% Added +14.9k +14,935
38 FSB PREMIER WEALTH MANAGEMENT, INC. 0.76% of their portfolio WATERLOO, IA 36,19236.2k $1.6m $1.6m 0.76% Added +9.6k +9,581
39 Harvest Investment Services, LLC 0.65% of their portfolio Oakbrook Terrace, IL 35,55735.6k $1.6m $1.6m 0.65% New
40 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 35,27135.3k $1.6m $1.6m 0.02% Added +31.2k +31,244
41 Semus Wealth Partners LLC 1.25% of their portfolio Boca Raton, FL 32,82832.8k $1.5m $1.5m 1.25% New
42 Marshall Financial Group, LLC 0.43% of their portfolio Hunt Valley, MD 32,76732.8k $1.5m $1.5m 0.43% Reduced -1.6k -1,556
43 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 30,36230.4k $1.4m $1.4m 0.01% Added +16.0k +16,045
44 Foundations Investment Advisors, LLC 0.03% of their portfolio PHOENIX, AZ 29,52129.5k $1.3m $1.3m 0.03% New
45 Maltin Wealth Management, Inc. 0.75% of their portfolio RIDGEWOOD, NJ 29,36829.4k $1.3m $1.3m 0.75% Added +728 +728
46 Integrity Financial Corp /WA 0.87% of their portfolio JACKSON, WY 28,03928.0k $1.3m $1.3m 0.87% Added +2.8k +2,750
47 Integrated Advisors Network LLC 0.06% of their portfolio DALLAS, TX 27,21427.2k $1.2m $1.2m 0.06% Added +6.8k +6,774
48 KESTRA PRIVATE WEALTH SERVICES, LLC 0.03% of their portfolio AUSTIN, TX 27,10027.1k $1.2m $1.2m 0.03% Added +1.1k +1,125
49 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 25,01725.0k $1.1m $1.1m 0.00% Added +19.6k +19,575
50 OPPENHEIMER & CO INC 0.02% of their portfolio NEW YORK, NY 23,36323.4k $1.1m $1.1m 0.02% New
51 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 22,11522.1k $1.0m $1.0m 0.00% New
52 WEDBUSH SECURITIES INC 0.04% of their portfolio PASADENA, CA 21,95122.0k $994.0k $994.0k 0.04% Reduced -18.4k -18,444
53 Grant Street Asset Management, Inc. 0.32% of their portfolio CANONSBURG, PA 21,66121.7k $980.7k $980.7k 0.32% Reduced -388 -388
54 Stratos Investment Management, LLC 0.09% of their portfolio BEACHWOOD, OH 21,39321.4k $968.6k $968.6k 0.09% New
55 Fragasso Financial Advisors Inc 0.08% of their portfolio SEWICKLEY, PA 21,36721.4k $967.4k $967.4k 0.08% Added +2.4k +2,390
56 Laidlaw Wealth Management LLC 0.54% of their portfolio NEW YORK CITY, NY 21,26321.3k $962.7k $962.7k 0.54% New
57 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 20,32220.3k $920.1k $920.1k 0.00% New
58 DHJJ Financial Advisors, Ltd. 0.39% of their portfolio NAPERVILLE, IL 19,58019.6k $886.5k $886.5k 0.39% Added +48 +48
59 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 18,12918.1k $820.8k $820.8k 0.01% Reduced -181 -181
60 Oder Investment Management, LLC 0.76% of their portfolio WOODLAND HILLS, CA 17,92517.9k $811.5k $811.5k 0.76% Added +586 +586
61 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 16,84916.8k $762.8k $762.8k 0.01% Unchanged
62 Opes Wealth Management LLC 0.17% of their portfolio MENLO PARK, CA 16,44716.4k $744.6k $744.6k 0.17% Reduced -3 -3
63 Ameritas Advisory Services, LLC 0.03% of their portfolio Lincoln, NE 16,37616.4k $737.6k $737.6k 0.03% New
64 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 16,08616.1k $728.0k $728.0k 0.00% Added +9.6k +9,588
65 1776 Wealth LLC 0.33% of their portfolio ATLANTA, GA 15,42315.4k $698.3k $698.3k 0.33% Added +5.7k +5,723
66 OGOREK ANTHONY JOSEPH /NY/ /ADV 0.24% of their portfolio WILLIAMSVILLE, NY 15,38115.4k $696.0k $696.0k 0.24% Reduced -8.2k -8,199
67 Focus Financial Network, Inc. 0.03% of their portfolio MINNEAPOLIS, MN 15,17115.2k $668.4k $668.4k 0.03% First filing
68 StoneX Group Inc. 0.06% of their portfolio NEW YORK, NY 13,76413.8k $623.2k $623.2k 0.06% Added +2.2k +2,250
69 JOURNEY STRATEGIC WEALTH LLC 0.03% of their portfolio SUMMIT, NJ 13,50713.5k $611.5k $611.5k 0.03% New
70 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.04% of their portfolio BIRMINGHAM, AL 13,45113.5k $609.0k $609.0k 0.04% Added +1.7k +1,701
71 Regal Investment Advisors LLC 0.04% of their portfolio KENTWOOD, MI 12,95513.0k $586.5k $586.5k 0.04% Unchanged
72 Sovereign Financial Group, Inc. 0.15% of their portfolio STAMFORD, CT 12,56512.6k $568.9k $568.9k 0.15% Reduced -305 -305
73 Accel Wealth Management 0.24% of their portfolio WAVERLY, IA 12,51612.5k $566.7k $566.7k 0.24% New
74 Bouchey Financial Group, Ltd. 0.06% of their portfolio TROY, NY 12,45012.4k $563.7k $563.7k 0.06% Added +2.0k +1,957
75 LVZ, Inc. 0.07% of their portfolio Holland, MI 12,09512.1k $547.6k $547.6k 0.07% Added +2.6k +2,620
76 Sunbelt Securities, Inc. 0.06% of their portfolio HOUSTON, TX 11,99612.0k $543.1k $543.1k 0.06% Added +3.4k +3,407
77 Savvy Advisors, Inc. 0.30% of their portfolio NEW YORK, NY 11,40811.4k $516.5k $516.5k 0.30% New
78 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 11,33411.3k $513.1k $513.1k 0.00% Added +3.5k +3,462
79 Cypress Wealth Services, LLC 0.12% of their portfolio PALM DESERT, CA 11,04311.0k $500.0k $500.0k 0.12% Unchanged
80 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 10,28610.3k $465.7k $465.7k 0.01% Added +2.2k +2,241
81 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 9,3879.4k $425.0k $425.0k 0.01% Reduced -5.6k -5,648
82 Echo Wealth Management, LLC 0.34% of their portfolio PLYMOUTH, MN 8,9859.0k $406.8k $406.8k 0.34% Reduced -1.7k -1,675
83 Tanglewood Legacy Advisors, LLC 0.19% of their portfolio HOUSTON, TX 8,2988.3k $375.7k $375.7k 0.19% Added +7.0k +6,973
84 EPG Wealth Management LLC 0.09% of their portfolio ATLANTA, GA 7,9007.9k $357.7k $357.7k 0.09% Added +2.5k +2,500
85 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 7,7637.8k $351.5k $351.5k 0.00% New
86 INDEPENDENT FINANCIAL GROUP, LLC 0.02% of their portfolio SAN DIEGO, CA 7,7477.7k $350.7k $350.7k 0.02% Added +1.3k +1,297
87 CoreCap Advisors, LLC 0.02% of their portfolio SOUTHFIELD, MI 7,5747.6k $342.9k $342.9k 0.02% Added +2.8k +2,782
88 KINGSWOOD WEALTH ADVISORS, LLC 0.04% of their portfolio SAN DIEGO, CA 7,2467.2k $328.1k $328.1k 0.04% New
89 MGO ONE SEVEN LLC 0.02% of their portfolio Beachwood, OH 7,0257.0k $318.1k $318.1k 0.02% Reduced -300 -300
90 Legacy Private Trust Co. 0.02% of their portfolio NEENAH, WI 6,8776.9k $311.4k $311.4k 0.02% New
91 Redhawk Wealth Advisors, Inc. 0.05% of their portfolio MINNEAPOLIS, MN 6,7176.7k $304.1k $304.1k 0.05% New
92 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 6,6246.6k $299.9k $299.9k 0.00% New
93 Key Client Fiduciary Advisors, LLC 0.16% of their portfolio Fairfield, NJ 6,6006.6k $298.8k $298.8k 0.16% Reduced -375 -375
94 LEVEL FOUR ADVISORY SERVICES, LLC 0.02% of their portfolio DALLAS, TX 6,5416.5k $279.1k $279.1k 0.02% Unchanged
95 McKinley Carter Wealth Services, Inc. 0.02% of their portfolio WHEELING, WV 6,2926.3k $284.9k $284.9k 0.02% Added +342 +342
96 LINCOLN NATIONAL CORP 0.00% of their portfolio RADNOR, PA 6,2656.3k $283.6k $283.6k 0.00% Reduced -4.1k -4,080
97 Strategic Blueprint, LLC 0.02% of their portfolio ATLANTA, GA 5,9055.9k $267.3k $267.3k 0.02% New
98 Cedar Brook Financial Partners, LLC 0.05% of their portfolio CLEVELAND, OH 5,8005.8k $262.6k $262.6k 0.05% Unchanged
99 ROVIN CAPITAL /UT/ /ADV 0.11% of their portfolio MESA, AZ 5,6955.7k $258.0k $258.0k 0.11% New
100 Anfield Capital Management, LLC 0.12% of their portfolio IRVINE, CA 5,6065.6k $253.8k $253.8k 0.12% Unchanged