Vault-13

FIRST TR EXCHNG TRADED FD VI DFEB

FT VEST US · ETP · CUSIP 33740F771

83 institutional holders +6 vs Q3 2022
5,094,0845.1m shares reported held*
$169.7mreported value*
8 new 16 added 30 reduced 6 sold out net bought ≈ $55.1m (+1.7m 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 ($1.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $33.31.

Trends to Q4 2022

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 77Q4 22: 8383Q3 22Q4 22
Numbers
QuarterHolders
Q3 202277
Q4 202283

Biggest buyers

OSAIC HOLDINGS, INC. Added +1,567,539+1.6m
COMMONWEALTH EQUITY SERVICES, LLC Added +100,540+100.5k
AE Wealth Management LLC Added +99,678+99.7k
CreativeOne Wealth, LLC New +57,405+57.4k
Camelot Portfolios, LLC Added +30,894+30.9k
Sage Capital Advisors,llc New +19,038+19.0k
Outlook Wealth Advisors, LLC New +18,779+18.8k
Capital Asset Advisory Services LLC Added +17,018+17.0k
MONEY CONCEPTS CAPITAL CORP New +11,575+11.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +9,564+9.6k

Biggest sellers

OGOREK ANTHONY JOSEPH /NY/ /ADV Reduced -107,936-107.9k
Cetera Advisors LLC Reduced -62,904-62.9k
Cambridge Investment Research Advisors, Inc. Reduced -34,302-34.3k
Janney Montgomery Scott LLC Reduced -26,747-26.7k
BECK CAPITAL MANAGEMENT, LLC Sold out -16,532-16.5k
TRUIST FINANCIAL CORP Sold out -7,448-7.4k
Brookstone Capital Management Reduced -6,937-6.9k
First Heartland Consultants, Inc. Sold out -6,932-6.9k
MML INVESTORS SERVICES, LLC Sold out -6,788-6.8k
Kestra Advisory Services, LLC Reduced -4,861-4.9k

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 +5.2 pts · filed 2026-10-07 39.9% +5.2 pts 3.5m≈ $174.6m 2026-10-07

Holders, Q4 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OSAIC HOLDINGS, INC. 0.11% of their portfolio SCOTTSDALE, AZ 1,695,9881.7m $56.5m $56.5m 0.11% Added +1.6m +1,567,539
2 AE Wealth Management LLC 0.11% of their portfolio TOPEKA, KS 476,757476.8k $15.9m $15.9m 0.11% Added +99.7k +99,678
3 OGOREK ANTHONY JOSEPH /NY/ /ADV 6.31% of their portfolio WILLIAMSVILLE, NY 435,096435.1k $14.5m $14.5m 6.31% Reduced -107.9k -107,936
4 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 336,923336.9k $11.2m $11.2m 0.03% Added +100.5k +100,540
5 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 182,513182.5k $6.1m $6.1m 0.03% Reduced -34.3k -34,302
6 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 124,488124.5k $4.1m $4.1m 0.00% Added +5.0k +4,970
7 Janney Montgomery Scott LLC 0.02% of their portfolio PHILADELPHIA, PA 119,972120.0k $4.0m $4.0m 0.02% Reduced -26.7k -26,747
8 Brookstone Capital Management 0.08% of their portfolio WHEATON, IL 118,747118.7k $4.0m $4.0m 0.08% Reduced -6.9k -6,937
9 HARBOUR INVESTMENTS, INC. 0.21% of their portfolio MADISON, WI 105,178105.2k $3.5m $3.5m 0.21% Reduced -2.2k -2,181
10 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 98,58998.6k $3.3m $3.3m 0.03% Added +6.8k +6,844
11 AVANTAX ADVISORY SERVICES, INC. 0.04% of their portfolio DALLAS, TX 98,19498.2k $3.3m $3.3m 0.04% Unchanged
12 Camelot Portfolios, LLC 1.73% of their portfolio Maumee, OH 69,91769.9k $2.3m $2.3m 1.73% Added +30.9k +30,894
13 Integrated Wealth Concepts LLC 0.05% of their portfolio WALTHAM, MA 58,02758.0k $1.9m $1.9m 0.05% Unchanged
14 CreativeOne Wealth, LLC 0.11% of their portfolio OVERLAND PARK, KS 57,40557.4k $1.9m $1.9m 0.11% New
15 Cetera Advisors LLC 0.03% of their portfolio DENVER, CO 48,91548.9k $1.6m $1.6m 0.03% Reduced -62.9k -62,904
16 Sovereign Financial Group, Inc. 0.55% of their portfolio STAMFORD, CT 41,97842.0k $1.4m $1.4m 0.55% Reduced -280 -280
17 IFP Advisors, Inc 0.03% of their portfolio TAMPA, FL 41,95742.0k $1.3m $1.3m 0.03% Added +644 +644
18 TRUSTCORE FINANCIAL SERVICES, LLC 0.12% of their portfolio BRENTWOOD, TN 40,81940.8k $1.4m $1.4m 0.12% Unchanged
19 1ST SOURCE BANK 0.09% of their portfolio SOUTH BEND, IN 40,25540.3k $1.3m $1.3m 0.09% Unchanged
20 Mutual Advisors, LLC 0.06% of their portfolio OMAHA, NE 39,18139.2k $1.3m $1.3m 0.06% Reduced -2.5k -2,460
21 Mariner, LLC 0.00% of their portfolio Overland Park, KS 38,39438.4k $1.3m $1.3m 0.00% Added +1.3k +1,331
22 Atria Investments, Inc 0.02% of their portfolio Charlotte, NC 36,33736.3k $1.2m $1.2m 0.02% Added +3.8k +3,765
23 SYNOVUS FINANCIAL CORP 0.01% of their portfolio Columbus, GA 34,20034.2k $1.1m $1.1m 0.01% Added +516 +516
24 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 32,95033.0k $1.1m $1.1m 0.01% Reduced -4.9k -4,861
25 Sigma Planning Corp 0.04% of their portfolio ANN ARBOR, MI 32,12832.1k $1.1m $1.1m 0.04% Reduced -4.5k -4,523
26 Lloyd Advisory Services, LLC. 0.74% of their portfolio SUWANEE, GA 32,01732.0k $1.1m $1.1m 0.74% Reduced -13 -13
27 Virtue Capital Management, LLC 0.16% of their portfolio BRENTWOOD, TN 31,77831.8k $1.1m $1.1m 0.16% Reduced -3.9k -3,933
28 OneDigital Investment Advisors LLC 0.03% of their portfolio OVERLAND PARK, KS 28,95129.0k $965.1k $965.1k 0.03% Reduced -228 -228
29 Cetera Advisor Networks LLC 0.01% of their portfolio EL SEGUNDO, CA 27,51527.5k $917.2k $917.2k 0.01% Added +4.1k +4,072
30 Columbus Macro, LLC 0.34% of their portfolio NEW CASTLE, PA 26,74526.7k $891.5k $891.5k 0.34% Reduced -114 -114
31 Csenge Advisory Group 0.07% of their portfolio CLEARWATER, FL 26,65826.7k $888.6k $888.6k 0.07% Reduced -1.2k -1,187
32 Ameritas Advisory Services, LLC 0.04% of their portfolio Lincoln, NE 26,53926.5k $884.7k $884.7k 0.04% Reduced -2.9k -2,929
33 Strategic Blueprint, LLC 0.10% of their portfolio ATLANTA, GA 25,57925.6k $852.7k $852.7k 0.10% Reduced -2.6k -2,590
34 Glen Eagle Advisors, LLC 0.21% of their portfolio KINGSTON, NJ 22,57922.6k $752.6k $752.6k 0.21% Reduced -636 -636
35 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 21,78621.8k $726.2k $726.2k 0.00% Added +9.6k +9,564
36 OLD MISSION CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 21,77221.8k $725.8k $725.8k 0.03% Added +2.3k +2,308
37 WEDBUSH SECURITIES INC 0.04% of their portfolio PASADENA, CA 21,76621.8k $726.0k $726.0k 0.04% Unchanged
38 Keystone Wealth Services, LLC 0.29% of their portfolio PALM DESERT, CA 20,10020.1k $670.0k $670.0k 0.29% Unchanged
39 WealthPLAN Partners, LLC 0.05% of their portfolio OMAHA, NE 19,36119.4k $650.9k $650.9k 0.05% First filing
40 WealthPlan Investment Management, LLC 0.05% of their portfolio OMAHA, NE 19,36119.4k $653.6k $653.6k 0.05% Reduced -776 -776
41 Sage Capital Advisors,llc 0.28% of their portfolio SIOUX FALLS, SD 19,03819.0k $634.6k $634.6k 0.28% New
42 Outlook Wealth Advisors, LLC 0.30% of their portfolio SHENANDOAH, TX 18,77918.8k $626.0k $626.0k 0.30% New
43 B.O.S.S. Retirement Advisors, LLC 0.16% of their portfolio Lehi, UT 18,25818.3k $608.6k $608.6k 0.16% First filing
44 Integrated Advisors Network LLC 0.04% of their portfolio DALLAS, TX 17,84217.8k $594.8k $594.8k 0.04% Reduced -539 -539
45 Capital Asset Advisory Services LLC 0.05% of their portfolio Williamston, MI 17,75117.8k $591.7k $591.7k 0.05% Added +17.0k +17,018
46 ASSET MANAGEMENT CORP /IL/ /ADV 0.44% of their portfolio NORTHBROOK, IL 15,76115.8k $525.4k $525.4k 0.44% Unchanged
47 Oder Investment Management, LLC 0.64% of their portfolio WOODLAND HILLS, CA 15,44115.4k $514.7k $514.7k 0.64% Unchanged
48 Walkner Condon Financial Advisors LLC 0.15% of their portfolio MADISON, WI 14,57614.6k $485.9k $485.9k 0.15% Unchanged
49 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.05% of their portfolio CEDAR RAPIDS, IA 12,50912.5k $417.0k $417.0k 0.05% Added +6.4k +6,359
50 Clear Creek Financial Management, LLC 0.09% of their portfolio SILVERDALE, WA 12,50512.5k $416.8k $416.8k 0.09% Unchanged
51 CoreCap Advisors, LLC 0.03% of their portfolio SOUTHFIELD, MI 12,02112.0k $400.7k $400.7k 0.03% Reduced -193 -193
52 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 11,96912.0k $400.0k $400.0k 0.00% Unchanged
53 Apollon Wealth Management, LLC 0.03% of their portfolio MOUNT PLEASANT, SC 11,90011.9k $396.7k $396.7k 0.03% Reduced -2.3k -2,300
54 MONEY CONCEPTS CAPITAL CORP 0.02% of their portfolio PALM BEACH GARDENS, FL 11,57511.6k $385.8k $385.8k 0.02% New
55 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 11,45211.5k $381.8k $381.8k 0.01% Added +1.8k +1,807
56 Luken Investment Analytics, LLC 0.24% of their portfolio BRENTWOOD, TN 11,30011.3k $376.7k $376.7k 0.24% First filing
57 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 11,22411.2k $374.1k $374.1k 0.01% Unchanged
58 Stratos Wealth Advisors, LLC 0.03% of their portfolio BEACHWOOD, OH 10,13110.1k $337.7k $337.7k 0.03% Reduced -1.4k -1,383
59 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.03% of their portfolio BIRMINGHAM, AL 9,99610.0k $333.2k $333.2k 0.03% Reduced -1.6k -1,575
60 DHJJ Financial Advisors, Ltd. 0.17% of their portfolio NAPERVILLE, IL 8,6708.7k $289.0k $289.0k 0.17% Reduced -1.9k -1,850
61 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 8,2278.2k $274.2k $274.2k 0.00% Reduced -1.0k -1,021
62 Regal Investment Advisors LLC 0.03% of their portfolio KENTWOOD, MI 8,0258.0k $267.5k $267.5k 0.03% Unchanged
63 Cambridge Advisors Inc. 0.07% of their portfolio OMAHA, NE 7,4417.4k $248.0k $248.0k 0.07% Unchanged
64 Lifestyle Asset Management, Inc. 0.19% of their portfolio FRIENDSWOOD, TX 7,1257.1k $237.5k $237.5k 0.19% First filing
65 Integrated Investment Consultants, LLC 0.08% of their portfolio BLOOMFIELD HILLS, MI 6,7546.8k $225.1k $225.1k 0.08% New
66 BOKF, NA 0.00% of their portfolio TULSA, OK 6,7016.7k $223.4k $223.4k 0.00% Unchanged
67 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 6,3456.3k $211.5k $211.5k 0.00% Unchanged
68 UBS Group AG 0.00% of their portfolio ZURICH, V8 4,8724.9k $162.4k $162.4k 0.00% Reduced -1.2k -1,191
69 CWM, LLC 0.00% of their portfolio OMAHA, NE 4,8584.9k $162.0k $162.0k 0.00% Reduced -1.3k -1,265
70 Integrity Financial Corp /WA 0.14% of their portfolio JACKSON, WY 4,4854.5k $149.5k $149.5k 0.14% Unchanged
71 Gradient Investments LLC 0.00% of their portfolio ARDEN HILLS, MN 3,3473.3k $111.6k $111.6k 0.00% Reduced -57 -57
72 AdvisorNet Financial, Inc 0.01% of their portfolio MINNETONKA, MN 2,0562.1k $68.5k $68.5k 0.01% Reduced -123 -123
73 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1,3581.4k $45.3k $45.3k 0.00% Unchanged
74 Coppell Advisory Solutions LLC 0.01% of their portfolio COPPELL, TX 1,2341.2k $41.1k $41.1k 0.01% First filing
75 Coppell Advisory Solutions Corp. 0.01% of their portfolio COPPELL, TX 1,2341.2k $41.1k $41.1k 0.01% First filing
76 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 507507 $16.9k $16.9k 0.00% New
77 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 500500 $16.7k $16.7k 0.00% Unchanged
78 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 453453 $15.0k $15.0k 0.00% Unchanged
79 SOA Wealth Advisors, LLC. 0.00% of their portfolio NEW YORK, NY 226226 $7.5k $7.5k 0.00% Unchanged
80 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 124124 $4.1k $4.1k 0.00% Unchanged
81 Asset Dedication, LLC 0.00% of their portfolio SAN FRANCISCO, CA 6262 $2.0k $2.0k 0.00% New
82 Belpointe Asset Management LLC 0.00% of their portfolio RENO, NV 4444 $1.5k $1.5k 0.00% New
83 Richard W. Paul & Associates, LLC 0.00% of their portfolio NOVI, MI 1010 $333 $333 0.00% First filing