Vault-13

FIRST TR EXCHNG TRADED FD VI FFEB

FT VEST US EQT · ETP · CUSIP 33740F763

141 institutional holders -11 vs Q3 2024
5,217,5625.2m shares reported held*
$259.8mreported value*
9 new 17 added 68 reduced 27 sold out net sold ≈ $135.5m (-2.7m 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 ≈ $49.79.

Trends to Q4 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: 152Q4 24: 141141Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 202287
Q4 202282
Q1 202397
Q2 2023102
Q3 2023114
Q4 2023104
Q1 2024131
Q2 2024141
Q3 2024152
Q4 2024141

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q1 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 24Q3 24: 55 bought or addedQ3 24: 72 cut or sold outQ4 24: 26 bought or addedQ4 24: 95 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 20235830
Q2 20233748
Q3 20233858
Q4 20231778
Q1 20248833
Q2 20245067
Q3 20245572
Q4 20242695

Biggest buyers

Allworth Financial LP New +136,829+136.8k
Focus Partners Wealth Added +73,660+73.7k
ASSETMARK, INC Added +34,480+34.5k
Stratos Investment Management, LLC Added +20,796+20.8k
WOLVERINE TRADING, LLC New +19,036+19.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +17,619+17.6k
KINGSWOOD WEALTH ADVISORS, LLC New +10,524+10.5k
LPL Financial LLC Added +10,113+10.1k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC New +10,045+10.0k
Arkadios Wealth Advisors New +7,900+7.9k

Biggest sellers

WELLS FARGO & COMPANY/MN Reduced -826,404-826.4k
ENVESTNET ASSET MANAGEMENT INC Reduced -570,771-570.8k
Astor Investment Management LLC Sold out -387,784-387.8k
OSAIC HOLDINGS, INC. Reduced -192,529-192.5k
Cetera Investment Advisers Reduced -171,767-171.8k
CreativeOne Wealth, LLC Reduced -161,644-161.6k
Atria Investments, Inc Reduced -148,588-148.6k
Legacy Capital Group California, Inc. Sold out -90,849-90.8k
Stratos Wealth Advisors, LLC Reduced -71,524-71.5k
AE Wealth Management LLC Reduced -39,718-39.7k

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 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Schorn Wealth LLC 9.38% of their portfolio ENGLEWOOD, FL 580,451580.5k $28.9m $28.9m 9.38% Reduced -1.1k -1,132
2 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 413,661413.7k $20.6m $20.6m 0.03% Reduced -4.3k -4,306
3 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 226,651226.7k $11.3m $11.3m 0.02% Reduced -171.8k -171,767
4 Bison Wealth, LLC 1.38% of their portfolio ATLANTA, GA 225,822225.8k $11.2m $11.2m 1.38% First filing
5 Stratos Investment Management, LLC 0.64% of their portfolio BEACHWOOD, OH 212,902212.9k $10.6m $10.6m 0.64% Added +20.8k +20,796
6 REAP Financial Group, LLC 2.51% of their portfolio AUSTIN, TX 203,297203.3k $10.1m $10.1m 2.51% Reduced -9.4k -9,384
7 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 194,348194.3k $9.7m $9.7m 0.00% First filing
8 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 163,318163.3k $8.1m $8.1m 0.02% Reduced -192.5k -192,529
9 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 147,320147.3k $7.3m $7.3m 0.01% Added +73.7k +73,660
10 Allworth Financial LP 0.04% of their portfolio FOLSOM, CA 136,829136.8k $6.9m $6.9m 0.04% New
11 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 129,812129.8k $6.5m $6.5m 0.04% Reduced -14.3k -14,273
12 Onyx Bridge Wealth Group LLC 0.81% of their portfolio TARRYTOWN, NY 112,810112.8k $5.6m $5.6m 0.81% Reduced -430 -430
13 Great Diamond Partners, LLC 1.43% of their portfolio Portland, ME 111,021111.0k $5.5m $5.5m 1.43% Reduced -1.1k -1,085
14 STEPHENS INC /AR/ 0.08% of their portfolio LITTLE ROCK, AR 108,033108.0k $5.4m $5.4m 0.08% Reduced -526 -526
15 McCarthy & Cox 1.83% of their portfolio MARYSVILLE, OH 106,209106.2k $5.3m $5.3m 1.83% Reduced -1.5k -1,530
16 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 97,32297.3k $4.8m $4.8m 0.01% Added +34.5k +34,480
17 CWM, LLC 0.02% of their portfolio OMAHA, NE 96,80996.8k $4.8m $4.8m 0.02% Reduced -34.1k -34,083
18 LM Advisors LLC 0.81% of their portfolio SAN DIEGO, CA 87,55887.6k $4.4m $4.4m 0.81% Added +7.4k +7,406
19 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 84,61984.6k $4.2m $4.2m 0.01% Reduced -5.4k -5,411
20 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 82,41182.4k $4.1m $4.1m 0.00% Added +10.1k +10,113
21 Keystone Wealth Services, LLC 0.95% of their portfolio PALM DESERT, CA 71,83071.8k $3.6m $3.6m 0.95% Reduced -316 -316
22 Main Street Financial Solutions, LLC 0.35% of their portfolio NEWTOWN, PA 70,65170.7k $3.5m $3.5m 0.35% Unchanged
23 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 64,00064.0k $3.2m $3.2m 0.00% Reduced -570.8k -570,771
24 Apollon Wealth Management, LLC 0.07% of their portfolio MOUNT PLEASANT, SC 57,12757.1k $2.8m $2.8m 0.07% Reduced -72 -72
25 Mariner, LLC 0.00% of their portfolio Overland Park, KS 53,74653.7k $2.7m $2.7m 0.00% Reduced -1.0k -1,019
26 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 47,60247.6k $2.4m $2.4m 0.01% Unchanged
27 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 41,88641.9k $2.1m $2.1m 0.01% Reduced -246 -246
28 Outlook Wealth Advisors, LLC 0.59% of their portfolio SHENANDOAH, TX 41,52441.5k $2.1m $2.1m 0.59% Reduced -6.0k -6,017
29 Valtinson Bruner Financial Planning LLC 0.72% of their portfolio NEW BRIGHTON, MN 41,32041.3k $2.1m $2.1m 0.72% Reduced -1.3k -1,331
30 Stratos Wealth Advisors, LLC 0.10% of their portfolio BEACHWOOD, OH 41,13741.1k $2.0m $2.0m 0.10% Reduced -71.5k -71,524
31 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 39,48539.5k $2.0m $2.0m 0.02% Added +2.1k +2,121
32 HARBOUR INVESTMENTS, INC. 0.05% of their portfolio MADISON, WI 36,30436.3k $1.8m $1.8m 0.05% Reduced -2.9k -2,946
33 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 34,46534.5k $1.7m $1.7m 0.00% Reduced -826.4k -826,404
34 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 30,54130.5k $1.5m $1.5m 0.00% Reduced -8.4k -8,380
35 Integrated Advisors Network LLC 0.07% of their portfolio DALLAS, TX 28,97029.0k $1.4m $1.4m 0.07% Added +41 +41
36 CreativeOne Wealth, LLC 0.04% of their portfolio OVERLAND PARK, KS 28,17328.2k $1.4m $1.4m 0.04% Reduced -161.6k -161,644
37 Focus Financial Network, Inc. 0.05% of their portfolio MINNEAPOLIS, MN 27,64927.6k $1.4m $1.4m 0.05% Unchanged
38 AssuredPartners Investment Advisors, LLC 0.27% of their portfolio Tampa, FL 27,40027.4k $1.4m $1.4m 0.27% First filing
39 Marshall Financial Group, LLC 0.33% of their portfolio Hunt Valley, MD 27,25927.3k $1.4m $1.4m 0.33% Reduced -1.6k -1,550
40 Wealthcare Advisory Partners LLC 0.04% of their portfolio WEST CHESTER, PA 26,92726.9k $1.3m $1.3m 0.04% Reduced -116 -116
41 Maltin Wealth Management, Inc. 0.66% of their portfolio RIDGEWOOD, NJ 26,91426.9k $1.3m $1.3m 0.66% Reduced -318 -318
42 Integrity Financial Corp /WA 0.77% of their portfolio JACKSON, WY 26,78726.8k $1.3m $1.3m 0.77% Reduced -1.3k -1,281
43 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 26,51126.5k $1.3m $1.3m 0.00% Added +17.6k +17,619
44 KESTRA PRIVATE WEALTH SERVICES, LLC 0.02% of their portfolio AUSTIN, TX 25,09625.1k $1.2m $1.2m 0.02% Unchanged
45 Laidlaw Wealth Management LLC 0.48% of their portfolio NEW YORK CITY, NY 22,22622.2k $1.1m $1.1m 0.48% Unchanged
46 BECK CAPITAL MANAGEMENT, LLC 0.26% of their portfolio AUSTIN, TX 19,91419.9k $991.1k $991.1k 0.26% Reduced -380 -380
47 FSB PREMIER WEALTH MANAGEMENT, INC. 0.39% of their portfolio WATERLOO, IA 19,57319.6k $974.1k $974.1k 0.39% Reduced -16.6k -16,596
48 Grant Street Asset Management, Inc. 0.25% of their portfolio CANONSBURG, PA 19,23619.2k $957.4k $957.4k 0.25% Unchanged
49 WOLVERINE TRADING, LLC 0.02% of their portfolio CHICAGO, IL 19,03619.0k $949.5k $949.5k 0.02% New
50 DHJJ Financial Advisors, Ltd. 0.37% of their portfolio NAPERVILLE, IL 18,88018.9k $939.7k $939.7k 0.37% Reduced -635 -635
51 WEDBUSH SECURITIES INC 0.03% of their portfolio PASADENA, CA 17,82017.8k $887.0k $887.0k 0.03% Reduced -3.2k -3,178
52 JOURNEY STRATEGIC WEALTH LLC 0.03% of their portfolio SUMMIT, NJ 17,65017.6k $878.4k $878.4k 0.03% Reduced -102 -102
53 Oder Investment Management, LLC 0.73% of their portfolio WOODLAND HILLS, CA 17,62517.6k $877.2k $877.2k 0.73% Unchanged
54 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 17,46617.5k $870.0k $870.0k 0.00% Reduced -2.8k -2,760
55 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 17,18917.2k $855.5k $855.5k 0.01% Reduced -39.7k -39,718
56 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 16,26016.3k $809.3k $809.3k 0.01% Reduced -24 -24
57 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 15,90915.9k $791.8k $791.8k 0.00% Reduced -5.4k -5,387
58 1776 Wealth LLC 0.35% of their portfolio ATLANTA, GA 15,42315.4k $767.6k $767.6k 0.35% Unchanged
59 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 14,95315.0k $744.0k $744.0k 0.00% Reduced -1.6k -1,649
60 Opes Wealth Management LLC 0.15% of their portfolio MENLO PARK, CA 14,48614.5k $721.0k $721.0k 0.15% Reduced -755 -755
61 Grantvest Financial Group LLC 0.79% of their portfolio MATAWAN, NJ 14,27014.3k $710.2k $710.2k 0.79% First filing
62 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 13,67313.7k $680.5k $680.5k 0.02% Reduced -5.0k -5,035
63 Fragasso Financial Advisors Inc 0.05% of their portfolio SEWICKLEY, PA 13,61613.6k $677.7k $677.7k 0.05% Reduced -7.5k -7,493
64 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 13,33513.3k $663.7k $663.7k 0.01% Added +2.5k +2,475
65 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.04% of their portfolio BIRMINGHAM, AL 12,79512.8k $646.9k $646.9k 0.04% Reduced -1.1k -1,107
66 LVZ, Inc. 0.08% of their portfolio Holland, MI 12,09512.1k $602.0k $602.0k 0.08% Unchanged
67 StoneX Group Inc. 0.03% of their portfolio NEW YORK, NY 12,02712.0k $598.6k $598.6k 0.03% Reduced -1.4k -1,357
68 Sunbelt Securities, Inc. 0.05% of their portfolio HOUSTON, TX 11,83611.8k $590.4k $590.4k 0.05% Unchanged
69 FOUNDERS FINANCIAL SECURITIES LLC 0.05% of their portfolio TOWSON, MD 11,76411.8k $585.5k $585.5k 0.05% Added +4.3k +4,315
70 Sovereign Financial Group, Inc. 0.13% of their portfolio STAMFORD, CT 11,69711.7k $582.2k $582.2k 0.13% Reduced -342 -342
71 Strategic Blueprint, LLC 0.03% of their portfolio ATLANTA, GA 11,56711.6k $575.7k $575.7k 0.03% Added +645 +645
72 MBL Wealth, LLC 0.06% of their portfolio CHARLOTTE, NC 11,45511.5k $570.1k $570.1k 0.06% Reduced -900 -900
73 TFB Advisors LLC 0.16% of their portfolio OVERLAND PARK, KS 11,41011.4k $567.9k $567.9k 0.16% Added +3.7k +3,700
74 Harvest Investment Services, LLC 0.14% of their portfolio Oakbrook Terrace, IL 11,13611.1k $554.2k $554.2k 0.14% Unchanged
75 CoreCap Advisors, LLC 0.02% of their portfolio SOUTHFIELD, MI 10,78310.8k $536.7k $536.7k 0.02% Added +1.3k +1,308
76 KINGSWOOD WEALTH ADVISORS, LLC 0.04% of their portfolio SAN DIEGO, CA 10,52410.5k $523.8k $523.8k 0.04% New
77 Accel Wealth Management 0.19% of their portfolio WAVERLY, IA 10,25910.3k $510.6k $510.6k 0.19% Reduced -12 -12
78 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 10,04510.0k $499.9k $499.9k 0.00% New
79 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 8,9879.0k $447.3k $447.3k 0.01% Unchanged
80 Echo Wealth Management, LLC 0.31% of their portfolio PLYMOUTH, MN 8,9569.0k $445.7k $445.7k 0.31% Unchanged
81 Tanglewood Legacy Advisors, LLC 0.18% of their portfolio HOUSTON, TX 8,2988.3k $413.0k $413.0k 0.18% Unchanged
82 Arkadios Wealth Advisors 0.02% of their portfolio ATLANTA, GA 7,9007.9k $393.2k $393.2k 0.02% New
83 EPG Wealth Management LLC 0.10% of their portfolio ATLANTA, GA 7,9007.9k $393.2k $393.2k 0.10% Unchanged
84 LEIGH BALDWIN & CO., LLC 0.33% of their portfolio CAZENOVIA, NY 7,8657.9k $391.4k $391.4k 0.33% First filing
85 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 7,7127.7k $390.6k $390.6k 0.00% Reduced -5.6k -5,640
86 NOVEM GROUP 0.06% of their portfolio Rochester, NY 7,6387.6k $380.1k $380.1k 0.06% First filing
87 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 7,5827.6k $377.4k $377.4k 0.01% Unchanged
88 WORLD EQUITY GROUP, INC. 0.08% of their portfolio SCHAUMBURG, IL 7,1407.1k $355.4k $355.4k 0.08% New
89 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 7,0047.0k $348.6k $348.6k 0.01% Reduced -21 -21
90 Regal Investment Advisors LLC 0.03% of their portfolio KENTWOOD, MI 6,8706.9k $341.9k $341.9k 0.03% Reduced -1.1k -1,050
91 Prosperity Consulting Group, LLC 0.03% of their portfolio OWINGS MILLS, MD 6,8636.9k $341.6k $341.6k 0.03% Added +650 +650
92 McKinley Carter Wealth Services, Inc. 0.02% of their portfolio WHEELING, WV 6,2926.3k $313.2k $313.2k 0.02% Unchanged
93 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 6,0396.0k $300.6k $300.6k 0.00% Reduced -148.6k -148,588
94 PRINCIPAL SECURITIES, INC. 0.01% of their portfolio DES MOINES, IA 5,9285.9k $295.0k $295.0k 0.01% Unchanged
95 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 5,5885.6k $278.1k $278.1k 0.01% Unchanged
96 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 5,5355.5k $275.5k $275.5k 0.01% Unchanged
97 Beacon Financial Advisory LLC 0.09% of their portfolio CLEVELAND, OH 5,4905.5k $273.2k $273.2k 0.09% Unchanged
98 Independent Wealth Network Inc. 0.11% of their portfolio URBANDALE, IA 5,4575.5k $271.6k $271.6k 0.11% Reduced -133 -133
99 Redhawk Wealth Advisors, Inc. 0.04% of their portfolio MINNEAPOLIS, MN 5,4535.5k $271.4k $271.4k 0.04% Unchanged
100 OGOREK ANTHONY JOSEPH /NY/ /ADV 0.09% of their portfolio WILLIAMSVILLE, NY 5,4435.4k $270.0k $270.0k 0.09% Reduced -343 -343