Vault-13

FIRST TR EXCHNG TRADED FD VI FFEB

FT VEST US EQT · ETP · CUSIP 33740F763

141 institutional holders +10 vs Q1 2024
7,146,7307.1m shares reported held*
$333.3mreported value*
19 new 31 added 56 reduced 11 sold out net sold ≈ $8.3m (-176.7k 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 ≈ $46.63.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 87Q4 22: 82Q1 23: 97Q2 23: 102Q3 23: 114Q4 23: 104Q1 24: 131Q2 24: 141141Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 202287
Q4 202282
Q1 202397
Q2 2023102
Q3 2023114
Q4 2023104
Q1 2024131
Q2 2024141

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 outQ2 23: 37 bought or addedQ2 23: 48 cut or sold outQ2 23Q3 23: 38 bought or addedQ3 23: 58 cut or sold outQ4 23: 17 bought or addedQ4 23: 78 cut or sold outQ4 23Q1 24: 88 bought or addedQ1 24: 33 cut or sold outQ2 24: 50 bought or addedQ2 24: 67 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 20222053
Q1 20235830
Q2 20233748
Q3 20233858
Q4 20231778
Q1 20248833
Q2 20245067

Biggest buyers

Stratos Investment Management, LLC Added +128,082+128.1k
OSAIC HOLDINGS, INC. Added +120,025+120.0k
Focus Partners Wealth New +73,660+73.7k
Wealthcare Advisory Partners LLC Added +52,181+52.2k
ENVESTNET ASSET MANAGEMENT INC Added +41,933+41.9k
MBL Wealth, LLC New +24,905+24.9k
ASSETMARK, INC New +21,277+21.3k
BECK CAPITAL MANAGEMENT, LLC New +20,787+20.8k
COMMONWEALTH EQUITY SERVICES, LLC Added +19,230+19.2k
Raymond James Financial Services Advisors, Inc. Added +16,150+16.1k

Biggest sellers

Stratos Wealth Advisors, LLC Reduced -273,438-273.4k
SMART Wealth LLC Reduced -126,311-126.3k
CreativeOne Wealth, LLC Reduced -82,287-82.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -36,706-36.7k
Atria Investments, Inc Reduced -34,355-34.4k
Semus Wealth Partners LLC Sold out -32,828-32.8k
Foundations Investment Advisors, LLC Sold out -29,521-29.5k
OPPENHEIMER & CO INC Sold out -23,363-23.4k
Kestra Advisory Services, LLC Reduced -12,314-12.3k
JANE STREET GROUP, LLC Reduced -11,443-11.4k

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 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Raymond James Financial Services Advisors, Inc. 0.05% of their portfolio ST. PETERSBURG, FL 795,714795.7k $37.2m $37.2m 0.05% Added +16.1k +16,150
2 Schorn Wealth LLC 9.61% of their portfolio ENGLEWOOD, FL 573,811573.8k $26.8m $26.8m 9.61% Added +559 +559
3 COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio WALTHAM, MA 550,004550.0k $25.7m $25.7m 0.04% Added +19.2k +19,230
4 Cetera Investment Advisers 0.05% of their portfolio SCHAUMBURG, IL 431,872431.9k $20.2m $20.2m 0.05% Added +6.8k +6,838
5 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 389,288389.3k $18.2m $18.2m 0.04% Added +120.0k +120,025
6 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 277,355277.4k $13.0m $13.0m 0.00% Added +41.9k +41,933
7 Wealthcare Advisory Partners LLC 0.36% of their portfolio WEST CHESTER, PA 245,959246.0k $11.5m $11.5m 0.36% Added +52.2k +52,181
8 Stratos Wealth Advisors, LLC 0.52% of their portfolio BEACHWOOD, OH 224,051224.1k $10.5m $10.5m 0.52% Reduced -273.4k -273,438
9 REAP Financial Group, LLC 2.69% of their portfolio AUSTIN, TX 213,648213.6k $10.0m $10.0m 2.69% Reduced -4.3k -4,323
10 Kestra Advisory Services, LLC 0.05% of their portfolio AUSTIN, TX 177,634177.6k $8.3m $8.3m 0.05% Reduced -12.3k -12,314
11 CWM, LLC 0.03% of their portfolio OMAHA, NE 157,071157.1k $7.3m $7.3m 0.03% Reduced -2.1k -2,129
12 Stratos Investment Management, LLC 0.58% of their portfolio BEACHWOOD, OH 149,475149.5k $7.0m $7.0m 0.58% Added +128.1k +128,082
13 Great Diamond Partners, LLC 1.34% of their portfolio Portland, ME 121,449121.4k $5.7m $5.7m 1.34% Reduced -5.1k -5,078
14 ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 1.86% of their portfolio New Cumberland, PA 118,952119.0k $5.6m $5.6m 1.86% Reduced -4.0k -4,010
15 Onyx Bridge Wealth Group LLC 0.88% of their portfolio TARRYTOWN, NY 114,767114.8k $5.4m $5.4m 0.88% Reduced -229 -229
16 HARBOUR INVESTMENTS, INC. 0.18% of their portfolio MADISON, WI 113,717113.7k $5.3m $5.3m 0.18% Reduced -7.7k -7,712
17 STEPHENS INC /AR/ 0.08% of their portfolio LITTLE ROCK, AR 110,205110.2k $5.2m $5.2m 0.08% Reduced -1.9k -1,940
18 CreativeOne Wealth, LLC 0.26% of their portfolio OVERLAND PARK, KS 109,437109.4k $5.1m $5.1m 0.26% Reduced -82.3k -82,287
19 McCarthy & Cox 1.95% of their portfolio MARYSVILLE, OH 108,709108.7k $5.1m $5.1m 1.95% Added +6.4k +6,418
20 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 105,547105.5k $4.9m $4.9m 0.00% Reduced -6.8k -6,793
21 LM Advisors LLC 0.15% of their portfolio SAN DIEGO, CA 89,06189.1k $4.2m $4.2m 0.15% Added +1.8k +1,780
22 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 88,30388.3k $4.1m $4.1m 0.02% Reduced -7.7k -7,685
23 Keystone Wealth Services, LLC 1.16% of their portfolio PALM DESERT, CA 79,67879.7k $3.7m $3.7m 1.16% Unchanged
24 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 73,66073.7k $3.4m $3.4m 0.01% New
25 Main Street Financial Solutions, LLC 0.31% of their portfolio NEWTOWN, PA 70,65170.7k $3.3m $3.3m 0.31% Reduced -568 -568
26 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 68,44568.4k $3.2m $3.2m 0.00% Reduced -10.3k -10,293
27 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 66,60966.6k $3.1m $3.1m 0.01% Reduced -363 -363
28 Apollon Wealth Management, LLC 0.08% of their portfolio MOUNT PLEASANT, SC 57,19957.2k $2.7m $2.7m 0.08% Added +50 +50
29 Mariner, LLC 0.00% of their portfolio Overland Park, KS 53,73353.7k $2.5m $2.5m 0.00% Reduced -1.6k -1,608
30 SMART Wealth LLC 0.99% of their portfolio Omaha, NE 52,31752.3k $2.4m $2.4m 0.99% Reduced -126.3k -126,311
31 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 47,64547.6k $2.2m $2.2m 0.01% Added +663 +663
32 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 47,60247.6k $2.2m $2.2m 0.01% Added +2.2k +2,240
33 Sigma Planning Corp 0.07% of their portfolio ANN ARBOR, MI 46,46946.5k $2.2m $2.2m 0.07% Reduced -614 -614
34 Valtinson Bruner Financial Planning LLC 0.80% of their portfolio NEW BRIGHTON, MN 43,14643.1k $2.0m $2.0m 0.80% Reduced -1.9k -1,862
35 Outlook Wealth Advisors, LLC 0.13% of their portfolio SHENANDOAH, TX 40,97541.0k $422.7k $422.7k 0.13% Unchanged
36 FSB PREMIER WEALTH MANAGEMENT, INC. 0.77% of their portfolio WATERLOO, IA 36,41936.4k $1.7m $1.7m 0.77% Added +227 +227
37 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 35,12135.1k $1.6m $1.6m 0.02% Reduced -150 -150
38 Harvest Investment Services, LLC 0.60% of their portfolio Oakbrook Terrace, IL 32,21432.2k $1.5m $1.5m 0.60% Reduced -3.3k -3,343
39 Maltin Wealth Management, Inc. 0.77% of their portfolio RIDGEWOOD, NJ 30,49330.5k $1.4m $1.4m 0.77% Added +1.1k +1,125
40 Marshall Financial Group, LLC 0.40% of their portfolio Hunt Valley, MD 30,22730.2k $1.4m $1.4m 0.40% Reduced -2.5k -2,540
41 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 29,98630.0k $1.4m $1.4m 0.01% Reduced -6.6k -6,643
42 Integrity Financial Corp /WA 0.87% of their portfolio JACKSON, WY 29,73629.7k $1.4m $1.4m 0.87% Added +1.7k +1,697
43 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 29,01529.0k $1.4m $1.4m 0.01% Reduced -1.3k -1,347
44 Integrated Advisors Network LLC 0.07% of their portfolio DALLAS, TX 28,92328.9k $1.4m $1.4m 0.07% Added +1.7k +1,709
45 Focus Financial Network, Inc. 0.06% of their portfolio MINNEAPOLIS, MN 27,64927.6k $1.3m $1.3m 0.06% Added +12.5k +12,478
46 KESTRA PRIVATE WEALTH SERVICES, LLC 0.03% of their portfolio AUSTIN, TX 27,10027.1k $1.3m $1.3m 0.03% Unchanged
47 MBL Wealth, LLC 0.13% of their portfolio CHARLOTTE, NC 24,90524.9k $1.2m $1.2m 0.13% New
48 Laidlaw Wealth Management LLC 0.57% of their portfolio NEW YORK CITY, NY 22,28022.3k $1.0m $1.0m 0.57% Added +1.0k +1,017
49 Fragasso Financial Advisors Inc 0.08% of their portfolio SEWICKLEY, PA 21,36721.4k $999.8k $999.8k 0.08% Unchanged
50 Grant Street Asset Management, Inc. 0.31% of their portfolio CANONSBURG, PA 21,34121.3k $998.5k $998.5k 0.31% Reduced -320 -320
51 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 21,27721.3k $995.6k $995.6k 0.00% New
52 BECK CAPITAL MANAGEMENT, LLC 0.27% of their portfolio AUSTIN, TX 20,78720.8k $972.6k $972.6k 0.27% New
53 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 19,79919.8k $926.0k $926.0k 0.00% Reduced -5.2k -5,218
54 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 19,75219.8k $924.2k $924.2k 0.01% Added +1.6k +1,623
55 DHJJ Financial Advisors, Ltd. 0.39% of their portfolio NAPERVILLE, IL 19,51519.5k $913.1k $913.1k 0.39% Reduced -65 -65
56 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 19,16119.2k $896.5k $896.5k 0.01% Reduced -34.4k -34,355
57 WEDBUSH SECURITIES INC 0.03% of their portfolio PASADENA, CA 18,47218.5k $864.0k $864.0k 0.03% Reduced -3.5k -3,479
58 JOURNEY STRATEGIC WEALTH LLC 0.04% of their portfolio SUMMIT, NJ 18,13118.1k $848.3k $848.3k 0.04% Added +4.6k +4,624
59 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 17,98818.0k $842.0k $842.0k 0.00% Added +1.9k +1,902
60 Oder Investment Management, LLC 0.76% of their portfolio WOODLAND HILLS, CA 17,92517.9k $838.7k $838.7k 0.76% Unchanged
61 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 16,28416.3k $761.9k $761.9k 0.01% Reduced -565 -565
62 Opes Wealth Management LLC 0.15% of their portfolio MENLO PARK, CA 15,51515.5k $725.9k $725.9k 0.15% Reduced -932 -932
63 Ameritas Advisory Services, LLC 0.03% of their portfolio Lincoln, NE 15,48315.5k $724.5k $724.5k 0.03% Reduced -893 -893
64 1776 Wealth LLC 0.32% of their portfolio ATLANTA, GA 15,42315.4k $721.6k $721.6k 0.32% Unchanged
65 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 15,19015.2k $678.1k $678.1k 0.00% First filing
66 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 14,84114.8k $694.4k $694.4k 0.00% Reduced -5.5k -5,481
67 WOLVERINE TRADING, LLC 0.01% of their portfolio CHICAGO, IL 14,70914.7k $688.2k $688.2k 0.01% New
68 StoneX Group Inc. 0.05% of their portfolio NEW YORK, NY 13,54213.5k $633.6k $633.6k 0.05% Reduced -222 -222
69 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.04% of their portfolio BIRMINGHAM, AL 13,28313.3k $621.5k $621.5k 0.04% Reduced -168 -168
70 Regal Investment Advisors LLC 0.04% of their portfolio KENTWOOD, MI 12,95513.0k $606.2k $606.2k 0.04% Unchanged
71 Accel Wealth Management 0.23% of their portfolio WAVERLY, IA 12,51612.5k $585.6k $585.6k 0.23% Unchanged
72 Bouchey Financial Group, Ltd. 0.06% of their portfolio TROY, NY 12,45112.5k $582.0k $582.0k 0.06% Added +1 +1
73 Sovereign Financial Group, Inc. 0.14% of their portfolio STAMFORD, CT 12,41512.4k $580.9k $580.9k 0.14% Reduced -150 -150
74 LVZ, Inc. 0.08% of their portfolio Holland, MI 12,09512.1k $565.9k $565.9k 0.08% Unchanged
75 OGOREK ANTHONY JOSEPH /NY/ /ADV 0.20% of their portfolio WILLIAMSVILLE, NY 12,01212.0k $562.0k $562.0k 0.20% Reduced -3.4k -3,369
76 Sunbelt Securities, Inc. 0.06% of their portfolio HOUSTON, TX 11,83611.8k $553.8k $553.8k 0.06% Reduced -160 -160
77 Savvy Advisors, Inc. 0.17% of their portfolio NEW YORK, NY 11,16311.2k $522.3k $522.3k 0.17% Reduced -245 -245
78 Cypress Wealth Services, LLC 0.12% of their portfolio PALM DESERT, CA 11,04311.0k $516.7k $516.7k 0.12% Unchanged
79 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 10,90810.9k $510.4k $510.4k 0.01% Added +622 +622
80 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 10,67210.7k $499.3k $499.3k 0.00% Reduced -11.4k -11,443
81 Strategic Blueprint, LLC 0.03% of their portfolio ATLANTA, GA 9,4369.4k $441.5k $441.5k 0.03% Added +3.5k +3,531
82 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 9,3879.4k $439.2k $439.2k 0.01% Unchanged
83 Echo Wealth Management, LLC 0.32% of their portfolio PLYMOUTH, MN 8,9569.0k $419.1k $419.1k 0.32% Reduced -29 -29
84 CoreCap Advisors, LLC 0.04% of their portfolio SOUTHFIELD, MI 8,5998.6k $402.3k $402.3k 0.04% Added +1.0k +1,025
85 Tanglewood Legacy Advisors, LLC 0.18% of their portfolio HOUSTON, TX 8,2988.3k $388.3k $388.3k 0.18% Unchanged
86 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 7,7607.8k $363.1k $363.1k 0.00% Reduced -3 -3
87 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 7,2477.2k $339.1k $339.1k 0.01% Reduced -500 -500
88 MGO ONE SEVEN LLC 0.02% of their portfolio Beachwood, OH 7,0257.0k $328.7k $328.7k 0.02% Unchanged
89 Legacy Private Trust Co. 0.02% of their portfolio NEENAH, WI 6,8776.9k $321.8k $321.8k 0.02% Unchanged
90 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 6,8696.9k $321.4k $321.4k 0.00% Added +245 +245
91 Key Client Fiduciary Advisors, LLC 0.16% of their portfolio Fairfield, NJ 6,6006.6k $308.8k $308.8k 0.16% Unchanged
92 McKinley Carter Wealth Services, Inc. 0.02% of their portfolio WHEELING, WV 6,2926.3k $294.4k $294.4k 0.02% Unchanged
93 TFB Advisors LLC 0.09% of their portfolio OVERLAND PARK, KS 6,1436.1k $287.4k $287.4k 0.09% New
94 Redhawk Wealth Advisors, Inc. 0.04% of their portfolio MINNEAPOLIS, MN 5,9215.9k $277.0k $277.0k 0.04% Reduced -796 -796
95 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.01% of their portfolio LOS ANGELES, CA 5,8005.8k $271.4k $271.4k 0.01% New
96 Foguth Wealth Management, LLC. 0.12% of their portfolio BRIGHTON, MI 5,7785.8k $270.4k $270.4k 0.12% New
97 ROVIN CAPITAL /UT/ /ADV 0.11% of their portfolio MESA, AZ 5,6955.7k $266.0k $266.0k 0.11% Unchanged
98 Brookstone Capital Management 0.00% of their portfolio WHEATON, IL 5,6635.7k $268.2k $268.2k 0.00% New
99 Anfield Capital Management, LLC 0.13% of their portfolio IRVINE, CA 5,6065.6k $262.3k $262.3k 0.13% Unchanged
100 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 5,5885.6k $261.5k $261.5k 0.01% Added +1.1k +1,130