Vault-13

FIRST TR EXCHNG TRADED FD VI FFEB

FT VEST US EQT · ETP · CUSIP 33740F763

152 institutional holders +11 vs Q2 2024
7,669,3527.7m shares reported held*
$372.4mreported value*
20 new 35 added 62 reduced 10 sold out net bought ≈ $24.9m (+511.9k 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 ≈ $48.56.

Trends to Q3 2024

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 87Q4 22: 82Q1 23: 97Q2 23: 102Q3 23: 114Q4 23: 104Q1 24: 131Q2 24: 141Q3 24: 152152Q3 22Q1 23Q3 23Q1 24Q3 24
Numbers
QuarterHolders
Q3 202287
Q4 202282
Q1 202397
Q2 2023102
Q3 2023114
Q4 2023104
Q1 2024131
Q2 2024141
Q3 2024152

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 outQ1 23: 58 bought or addedQ1 23: 30 cut or sold outQ1 23Q2 23: 37 bought or addedQ2 23: 48 cut or sold outQ3 23: 38 bought or addedQ3 23: 58 cut or sold outQ3 23Q4 23: 17 bought or addedQ4 23: 78 cut or sold outQ1 24: 88 bought or addedQ1 24: 33 cut or sold outQ1 24Q2 24: 50 bought or addedQ2 24: 67 cut or sold outQ3 24: 55 bought or addedQ3 24: 72 cut or sold outQ3 24
Numbers
QuarterBought or addedCut or sold out
Q4 20222053
Q1 20235830
Q2 20233748
Q3 20233858
Q4 20231778
Q1 20248833
Q2 20245067
Q3 20245572

Biggest buyers

WELLS FARGO & COMPANY/MN Added +860,007+860.0k
Astor Investment Management LLC New +387,784+387.8k
ENVESTNET ASSET MANAGEMENT INC Added +357,416+357.4k
Atria Investments, Inc Added +135,466+135.5k
Legacy Capital Group California, Inc. New +90,849+90.8k
CreativeOne Wealth, LLC Added +80,380+80.4k
Stratos Investment Management, LLC Added +42,631+42.6k
ASSETMARK, INC Added +41,565+41.6k
AE Wealth Management LLC Added +37,155+37.2k
GeoWealth Management, LLC Added +35,185+35.2k

Biggest sellers

Raymond James Financial Services Advisors, Inc. Reduced -691,916-691.9k
Wealthcare Advisory Partners LLC Reduced -218,916-218.9k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -132,037-132.0k
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC Sold out -118,952-119.0k
Stratos Wealth Advisors, LLC Reduced -111,390-111.4k
HARBOUR INVESTMENTS, INC. Reduced -74,467-74.5k
SMART Wealth LLC Sold out -52,317-52.3k
Sigma Planning Corp Reduced -38,776-38.8k
Kestra Advisory Services, LLC Reduced -33,549-33.5k
Cetera Investment Advisers Reduced -33,454-33.5k

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 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 860,869860.9k $41.8m $41.8m 0.01% Added +860.0k +860,007
2 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 634,771634.8k $30.8m $30.8m 0.01% Added +357.4k +357,416
3 Schorn Wealth LLC 9.58% of their portfolio ENGLEWOOD, FL 581,583581.6k $28.2m $28.2m 9.58% Added +7.8k +7,772
4 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 417,967418.0k $20.3m $20.3m 0.03% Reduced -132.0k -132,037
5 Cetera Investment Advisers 0.04% of their portfolio SCHAUMBURG, IL 398,418398.4k $19.3m $19.3m 0.04% Reduced -33.5k -33,454
6 Astor Investment Management LLC 9.01% of their portfolio CHICAGO, IL 387,784387.8k $18.8m $18.8m 9.01% New
7 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 355,847355.8k $17.3m $17.3m 0.04% Reduced -33.4k -33,441
8 REAP Financial Group, LLC 2.53% of their portfolio AUSTIN, TX 212,681212.7k $10.3m $10.3m 2.53% Reduced -967 -967
9 Stratos Investment Management, LLC 0.65% of their portfolio BEACHWOOD, OH 192,106192.1k $9.3m $9.3m 0.65% Added +42.6k +42,631
10 CreativeOne Wealth, LLC 0.31% of their portfolio OVERLAND PARK, KS 189,817189.8k $9.2m $9.2m 0.31% Added +80.4k +80,380
11 Atria Investments, Inc 0.09% of their portfolio Charlotte, NC 154,627154.6k $7.5m $7.5m 0.09% Added +135.5k +135,466
12 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 144,085144.1k $7.0m $7.0m 0.04% Reduced -33.5k -33,549
13 CWM, LLC 0.03% of their portfolio OMAHA, NE 130,892130.9k $6.4m $6.4m 0.03% Reduced -26.2k -26,179
14 Onyx Bridge Wealth Group LLC 0.83% of their portfolio TARRYTOWN, NY 113,240113.2k $5.5m $5.5m 0.83% Reduced -1.5k -1,527
15 Stratos Wealth Advisors, LLC 0.25% of their portfolio BEACHWOOD, OH 112,661112.7k $5.5m $5.5m 0.25% Reduced -111.4k -111,390
16 Great Diamond Partners, LLC 1.38% of their portfolio Portland, ME 112,106112.1k $5.4m $5.4m 1.38% Reduced -9.3k -9,343
17 STEPHENS INC /AR/ 0.07% of their portfolio LITTLE ROCK, AR 108,559108.6k $5.3m $5.3m 0.07% Reduced -1.6k -1,646
18 McCarthy & Cox 2.01% of their portfolio MARYSVILLE, OH 107,739107.7k $5.2m $5.2m 2.01% Reduced -970 -970
19 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 104,401104.4k $5.1m $5.1m 0.00% Reduced -1.1k -1,146
20 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 103,798103.8k $5.0m $5.0m 0.01% Reduced -691.9k -691,916
21 Legacy Capital Group California, Inc. 1.47% of their portfolio LOS GATOS, CA 90,84990.8k $4.4m $4.4m 1.47% New
22 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 90,03090.0k $4.4m $4.4m 0.01% Added +1.7k +1,727
23 LM Advisors LLC 0.79% of their portfolio SAN DIEGO, CA 80,15280.2k $3.9m $3.9m 0.79% Reduced -8.9k -8,909
24 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 73,66073.7k $3.6m $3.6m 0.01% Unchanged
25 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 72,29872.3k $3.5m $3.5m 0.00% Added +3.9k +3,853
26 Keystone Wealth Services, LLC 0.97% of their portfolio PALM DESERT, CA 72,14672.1k $3.5m $3.5m 0.97% Reduced -7.5k -7,532
27 Main Street Financial Solutions, LLC 0.31% of their portfolio NEWTOWN, PA 70,65170.7k $3.4m $3.4m 0.31% Unchanged
28 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 62,84262.8k $3.1m $3.1m 0.01% Added +41.6k +41,565
29 Apollon Wealth Management, LLC 0.08% of their portfolio MOUNT PLEASANT, SC 57,19957.2k $2.8m $2.8m 0.08% Unchanged
30 AE Wealth Management LLC 0.03% of their portfolio TOPEKA, KS 56,90756.9k $2.8m $2.8m 0.03% Added +37.2k +37,155
31 Mariner, LLC 0.00% of their portfolio Overland Park, KS 54,76554.8k $2.7m $2.7m 0.00% Added +1.0k +1,032
32 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 47,60247.6k $2.3m $2.3m 0.01% Unchanged
33 Outlook Wealth Advisors, LLC 0.66% of their portfolio SHENANDOAH, TX 47,54147.5k $2.3m $2.3m 0.66% Added +6.6k +6,566
34 Valtinson Bruner Financial Planning LLC 0.72% of their portfolio NEW BRIGHTON, MN 42,65142.7k $2.1m $2.1m 0.72% Reduced -495 -495
35 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 42,13242.1k $2.0m $2.0m 0.01% Reduced -5.5k -5,513
36 HARBOUR INVESTMENTS, INC. 0.06% of their portfolio MADISON, WI 39,25039.2k $1.9m $1.9m 0.06% Reduced -74.5k -74,467
37 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 38,92138.9k $1.9m $1.9m 0.01% Reduced -27.7k -27,688
38 GeoWealth Management, LLC 0.07% of their portfolio CHICAGO, IL 38,25538.3k $1.9m $1.9m 0.07% Added +35.2k +35,185
39 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 37,36437.4k $1.8m $1.8m 0.02% Added +2.2k +2,243
40 FSB PREMIER WEALTH MANAGEMENT, INC. 0.72% of their portfolio WATERLOO, IA 36,16936.2k $1.8m $1.8m 0.72% Reduced -250 -250
41 Integrated Advisors Network LLC 0.07% of their portfolio DALLAS, TX 28,92928.9k $1.4m $1.4m 0.07% Added +6 +6
42 Marshall Financial Group, LLC 0.33% of their portfolio Hunt Valley, MD 28,80928.8k $1.4m $1.4m 0.33% Reduced -1.4k -1,418
43 Integrity Financial Corp /WA 0.80% of their portfolio JACKSON, WY 28,06828.1k $1.4m $1.4m 0.80% Reduced -1.7k -1,668
44 Focus Financial Network, Inc. 0.05% of their portfolio MINNEAPOLIS, MN 27,64927.6k $1.3m $1.3m 0.05% Unchanged
45 Maltin Wealth Management, Inc. 0.64% of their portfolio RIDGEWOOD, NJ 27,23227.2k $1.3m $1.3m 0.64% Reduced -3.3k -3,261
46 Wealthcare Advisory Partners LLC 0.04% of their portfolio WEST CHESTER, PA 27,04327.0k $1.3m $1.3m 0.04% Reduced -218.9k -218,916
47 KESTRA PRIVATE WEALTH SERVICES, LLC 0.02% of their portfolio AUSTIN, TX 25,09625.1k $1.2m $1.2m 0.02% Reduced -2.0k -2,004
48 Legacy Capital Wealth Partners, LLC 0.22% of their portfolio LITTLE ROCK, AR 22,46822.5k $1.1m $1.1m 0.22% New
49 Laidlaw Wealth Management LLC 0.53% of their portfolio NEW YORK CITY, NY 22,22622.2k $1.1m $1.1m 0.53% Reduced -54 -54
50 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 21,75021.8k $1.1m $1.1m 0.00% New
51 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 21,57421.6k $1.0m $1.0m 0.00% Added +10.9k +10,902
52 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 21,29621.3k $1.0m $1.0m 0.01% Reduced -8.7k -8,690
53 Fragasso Financial Advisors Inc 0.08% of their portfolio SEWICKLEY, PA 21,10921.1k $1.0m $1.0m 0.08% Reduced -258 -258
54 WEDBUSH SECURITIES INC 0.04% of their portfolio PASADENA, CA 20,99821.0k $1.0m $1.0m 0.04% Added +2.5k +2,526
55 BECK CAPITAL MANAGEMENT, LLC 0.26% of their portfolio AUSTIN, TX 20,29420.3k $985.5k $985.5k 0.26% Reduced -493 -493
56 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 20,22620.2k $982.0k $982.0k 0.00% Added +427 +427
57 DHJJ Financial Advisors, Ltd. 0.38% of their portfolio NAPERVILLE, IL 19,51519.5k $947.6k $947.6k 0.38% Unchanged
58 Grant Street Asset Management, Inc. 0.27% of their portfolio CANONSBURG, PA 19,23619.2k $934.1k $934.1k 0.27% Reduced -2.1k -2,105
59 Ameritas Advisory Services, LLC 0.04% of their portfolio Lincoln, NE 18,70818.7k $908.5k $908.5k 0.04% Added +3.2k +3,225
60 JOURNEY STRATEGIC WEALTH LLC 0.03% of their portfolio SUMMIT, NJ 17,75217.8k $862.0k $862.0k 0.03% Reduced -379 -379
61 Oder Investment Management, LLC 0.74% of their portfolio WOODLAND HILLS, CA 17,62517.6k $855.9k $855.9k 0.74% Reduced -300 -300
62 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 16,60216.6k $806.0k $806.0k 0.00% Reduced -1.4k -1,386
63 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 16,28416.3k $790.8k $790.8k 0.01% Unchanged
64 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 15,76815.8k $765.7k $765.7k 0.00% Added +927 +927
65 1776 Wealth LLC 0.34% of their portfolio ATLANTA, GA 15,42315.4k $748.9k $748.9k 0.34% Unchanged
66 Opes Wealth Management LLC 0.14% of their portfolio MENLO PARK, CA 15,24115.2k $740.1k $740.1k 0.14% Reduced -274 -274
67 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 14,22914.2k $691.0k $691.0k 0.00% Reduced -14.8k -14,786
68 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.04% of their portfolio BIRMINGHAM, AL 13,90213.9k $675.1k $675.1k 0.04% Added +619 +619
69 StoneX Group Inc. 0.05% of their portfolio NEW YORK, NY 13,38413.4k $649.9k $649.9k 0.05% Reduced -158 -158
70 DAVENPORT & Co LLC 0.00% of their portfolio RICHMOND, VA 13,36513.4k $649.0k $649.0k 0.00% New
71 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 13,35213.4k $663.2k $663.2k 0.00% Reduced -1.8k -1,838
72 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 12,59312.6k $611.5k $611.5k 0.00% New
73 AXXCESS WEALTH MANAGEMENT, LLC 0.02% of their portfolio CARLSBAD, CA 12,45512.5k $604.8k $604.8k 0.02% New
74 MBL Wealth, LLC 0.06% of their portfolio CHARLOTTE, NC 12,35512.4k $600.0k $600.0k 0.06% Reduced -12.6k -12,550
75 LVZ, Inc. 0.08% of their portfolio Holland, MI 12,09512.1k $587.3k $587.3k 0.08% Unchanged
76 Sovereign Financial Group, Inc. 0.14% of their portfolio STAMFORD, CT 12,03912.0k $584.6k $584.6k 0.14% Reduced -376 -376
77 Sunbelt Securities, Inc. 0.06% of their portfolio HOUSTON, TX 11,83611.8k $574.8k $574.8k 0.06% Unchanged
78 Bouchey Financial Group, Ltd. 0.05% of their portfolio TROY, NY 11,33811.3k $550.6k $550.6k 0.05% Reduced -1.1k -1,113
79 Savvy Advisors, Inc. 0.11% of their portfolio NEW YORK, NY 11,16311.2k $542.1k $542.1k 0.11% Unchanged
80 Harvest Investment Services, LLC 0.17% of their portfolio Oakbrook Terrace, IL 11,13611.1k $540.8k $540.8k 0.17% Reduced -21.1k -21,078
81 FOURPATH CAPITAL MANAGEMENT, LLC 0.10% of their portfolio OKLAHOMA CITY, OK 11,13611.1k $540.8k $540.8k 0.10% New
82 Strategic Blueprint, LLC 0.03% of their portfolio ATLANTA, GA 10,92210.9k $530.4k $530.4k 0.03% Added +1.5k +1,486
83 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 10,86010.9k $527.4k $527.4k 0.01% Added +5.2k +5,197
84 HOWARD BAILEY SECURITIES, LLC 0.20% of their portfolio FORT WAYNE, IN 10,70910.7k $520.0k $520.0k 0.20% First filing
85 Accel Wealth Management 0.19% of their portfolio WAVERLY, IA 10,27110.3k $498.8k $498.8k 0.19% Reduced -2.2k -2,245
86 CoreCap Advisors, LLC 0.02% of their portfolio SOUTHFIELD, MI 9,4759.5k $460.1k $460.1k 0.02% Added +876 +876
87 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 8,9879.0k $436.4k $436.4k 0.00% Reduced -400 -400
88 Echo Wealth Management, LLC 0.30% of their portfolio PLYMOUTH, MN 8,9569.0k $435.8k $435.8k 0.30% Unchanged
89 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 8,8928.9k $431.8k $431.8k 0.00% New
90 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 8,3538.4k $405.6k $405.6k 0.00% Added +1.5k +1,484
91 Tanglewood Legacy Advisors, LLC 0.18% of their portfolio HOUSTON, TX 8,2988.3k $402.9k $402.9k 0.18% Unchanged
92 Raleigh Capital Management Inc. 0.15% of their portfolio CARY, NC 7,9798.0k $387.5k $387.5k 0.15% New
93 Regal Investment Advisors LLC 0.03% of their portfolio KENTWOOD, MI 7,9207.9k $384.6k $384.6k 0.03% Reduced -5.0k -5,035
94 EPG Wealth Management LLC 0.10% of their portfolio ATLANTA, GA 7,9007.9k $383.6k $383.6k 0.10% Added +7.9k +7,900
95 Ausdal Financial Partners, Inc. 0.04% of their portfolio Davenport, IA 7,8257.8k $380.0k $380.0k 0.04% New
96 TFB Advisors LLC 0.11% of their portfolio OVERLAND PARK, KS 7,7107.7k $374.4k $374.4k 0.11% Added +1.6k +1,567
97 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 7,6937.7k $373.6k $373.6k 0.01% Reduced -38.8k -38,776
98 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 7,5827.6k $368.2k $368.2k 0.01% Added +335 +335
99 FOUNDERS FINANCIAL SECURITIES LLC 0.03% of their portfolio TOWSON, MD 7,4497.4k $361.7k $361.7k 0.03% New
100 Lloyd Advisory Services, LLC. 0.17% of their portfolio SUWANEE, GA 7,2947.3k $354.2k $354.2k 0.17% New