Vault-13

FIRST TR EXCHNG TRADED FD VI DFEB

FT VEST US · ETP · CUSIP 33740F771

87 institutional holders +4 vs Q4 2022
3,956,2984.0m shares reported held*
$133.1mreported value*
18 new 26 added 27 reduced 12 sold out net sold ≈ $36.7m (-1.1m 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 ≈ $33.63.

Trends to Q1 2023

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 77Q4 22: 83Q1 23: 8787Q3 22Q4 22Q1 23
Numbers
QuarterHolders
Q3 202277
Q4 202283
Q1 202387

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q4 22: 24 bought or addedQ4 22: 36 cut or sold outQ4 22Q1 23: 44 bought or addedQ1 23: 39 cut or sold outQ1 23
Numbers
QuarterBought or addedCut or sold out
Q4 20222436
Q1 20234439

Biggest buyers

AE Wealth Management LLC Added +123,365+123.4k
ENVESTNET ASSET MANAGEMENT INC Added +94,403+94.4k
CAPTRUST FINANCIAL ADVISORS New +40,819+40.8k
Clear Creek Financial Management, LLC Added +33,135+33.1k
TRUIST FINANCIAL CORP New +30,384+30.4k
MML INVESTORS SERVICES, LLC New +29,786+29.8k
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Added +27,122+27.1k
HARBOUR INVESTMENTS, INC. Added +24,462+24.5k
Cetera Advisor Networks LLC Added +21,961+22.0k
OLD MISSION CAPITAL LLC Added +20,867+20.9k

Biggest sellers

OSAIC HOLDINGS, INC. Reduced -1,392,589-1.4m
COMMONWEALTH EQUITY SERVICES, LLC Reduced -133,352-133.4k
IFP Advisors, Inc Sold out -41,957-42.0k
Cambridge Investment Research Advisors, Inc. Reduced -30,688-30.7k
WealthPLAN Partners, LLC Reduced -14,504-14.5k
Columbus Macro, LLC Reduced -12,911-12.9k
Janney Montgomery Scott LLC Reduced -12,546-12.5k
MONEY CONCEPTS CAPITAL CORP Sold out -11,575-11.6k
Stratos Wealth Advisors, LLC Sold out -10,131-10.1k
Cetera Advisors LLC Reduced -9,128-9.1k

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, Q1 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 AE Wealth Management LLC 0.13% of their portfolio TOPEKA, KS 600,122600.1k $20.2m $20.2m 0.13% Added +123.4k +123,365
2 OGOREK ANTHONY JOSEPH /NY/ /ADV 6.10% of their portfolio WILLIAMSVILLE, NY 443,596443.6k $14.9m $14.9m 6.10% Added +8.5k +8,500
3 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 303,399303.4k $10.2m $10.2m 0.02% Reduced -1.4m -1,392,589
4 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 218,891218.9k $7.4m $7.4m 0.00% Added +94.4k +94,403
5 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 203,571203.6k $6.8m $6.8m 0.01% Reduced -133.4k -133,352
6 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 151,825151.8k $5.1m $5.1m 0.03% Reduced -30.7k -30,688
7 HARBOUR INVESTMENTS, INC. 0.24% of their portfolio MADISON, WI 129,640129.6k $4.4m $4.4m 0.24% Added +24.5k +24,462
8 Brookstone Capital Management 0.08% of their portfolio WHEATON, IL 125,938125.9k $4.3m $4.3m 0.08% Added +7.2k +7,191
9 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 108,002108.0k $3.6m $3.6m 0.03% Added +9.4k +9,413
10 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 107,426107.4k $3.6m $3.6m 0.01% Reduced -12.5k -12,546
11 AVANTAX ADVISORY SERVICES, INC. 0.04% of their portfolio DALLAS, TX 97,70397.7k $3.3m $3.3m 0.04% Reduced -491 -491
12 Camelot Portfolios, LLC 1.73% of their portfolio Maumee, OH 73,68273.7k $2.5m $2.5m 1.73% Added +3.8k +3,765
13 CreativeOne Wealth, LLC 0.10% of their portfolio OVERLAND PARK, KS 58,80158.8k $2.0m $2.0m 0.10% Added +1.4k +1,396
14 Mutual Advisors, LLC 0.08% of their portfolio OMAHA, NE 58,35858.4k $2.0m $2.0m 0.08% Added +19.2k +19,177
15 Atria Investments, Inc 0.03% of their portfolio Charlotte, NC 54,50354.5k $1.8m $1.8m 0.03% Added +18.2k +18,166
16 Integrated Wealth Concepts LLC 0.04% of their portfolio WALTHAM, MA 51,90051.9k $1.7m $1.7m 0.04% Reduced -6.1k -6,127
17 Cetera Advisor Networks LLC 0.01% of their portfolio EL SEGUNDO, CA 49,47649.5k $1.7m $1.7m 0.01% Added +22.0k +21,961
18 Clear Creek Financial Management, LLC 0.29% of their portfolio SILVERDALE, WA 45,64045.6k $1.5m $1.5m 0.29% Added +33.1k +33,135
19 OLD MISSION CAPITAL LLC 0.04% of their portfolio CHICAGO, IL 42,63942.6k $1.4m $1.4m 0.04% Added +20.9k +20,867
20 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 40,81940.8k $1.4m $1.4m 0.01% New
21 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 40,27240.3k $1.4m $1.4m 0.01% Added +7.3k +7,322
22 1ST SOURCE BANK 0.09% of their portfolio SOUTH BEND, IN 40,25540.3k $1.4m $1.4m 0.09% Unchanged
23 Cetera Advisors LLC 0.02% of their portfolio DENVER, CO 39,78739.8k $1.3m $1.3m 0.02% Reduced -9.1k -9,128
24 SYNOVUS FINANCIAL CORP 0.01% of their portfolio Columbus, GA 38,50138.5k $1.3m $1.3m 0.01% Added +4.3k +4,301
25 Sovereign Financial Group, Inc. 0.48% of their portfolio STAMFORD, CT 38,46638.5k $1.3m $1.3m 0.48% Reduced -3.5k -3,512
26 Mariner, LLC 0.00% of their portfolio Overland Park, KS 38,07638.1k $1.3m $1.3m 0.00% Reduced -318 -318
27 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.10% of their portfolio BIRMINGHAM, AL 37,11837.1k $1.2m $1.2m 0.10% Added +27.1k +27,122
28 Strategic Blueprint, LLC 0.11% of their portfolio ATLANTA, GA 33,02333.0k $1.1m $1.1m 0.11% Added +7.4k +7,444
29 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 30,38430.4k $1.0m $1.0m 0.00% New
30 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 29,78629.8k $1.0m $1.0m 0.01% New
31 OneDigital Investment Advisors LLC 0.02% of their portfolio OVERLAND PARK, KS 28,85128.9k $970.2k $970.2k 0.02% Reduced -100 -100
32 Sigma Planning Corp 0.03% of their portfolio ANN ARBOR, MI 28,58628.6k $961.2k $961.2k 0.03% Reduced -3.5k -3,542
33 Csenge Advisory Group 0.06% of their portfolio CLEARWATER, FL 25,82625.8k $868.4k $868.4k 0.06% Reduced -832 -832
34 Ameritas Advisory Services, LLC 0.04% of their portfolio Lincoln, NE 25,03325.0k $843.5k $843.5k 0.04% Reduced -1.5k -1,506
35 Virtue Capital Management, LLC 0.13% of their portfolio BRENTWOOD, TN 24,11724.1k $807.2k $807.2k 0.13% Reduced -7.7k -7,661
36 Sage Capital Advisors,llc 0.28% of their portfolio SIOUX FALLS, SD 22,21022.2k $746.8k $746.8k 0.28% Added +3.2k +3,172
37 WEDBUSH SECURITIES INC 0.04% of their portfolio PASADENA, CA 22,16622.2k $745.0k $745.0k 0.04% Added +400 +400
38 Keystone Wealth Services, LLC 0.30% of their portfolio PALM DESERT, CA 21,61121.6k $726.7k $726.7k 0.30% Added +1.5k +1,511
39 Hilltop Holdings Inc. 0.09% of their portfolio DALLAS, TX 19,17119.2k $644.7k $644.7k 0.09% New
40 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 18,51018.5k $622.4k $622.4k 0.00% Reduced -3.3k -3,276
41 B.O.S.S. Retirement Advisors, LLC 0.15% of their portfolio Lehi, UT 18,47218.5k $621.1k $621.1k 0.15% Added +214 +214
42 Outlook Wealth Advisors, LLC 0.27% of their portfolio SHENANDOAH, TX 18,19718.2k $611.9k $611.9k 0.27% Reduced -582 -582
43 Integrated Advisors Network LLC 0.04% of their portfolio DALLAS, TX 17,99118.0k $605.0k $605.0k 0.04% Added +149 +149
44 Glen Eagle Advisors, LLC 0.15% of their portfolio KINGSTON, NJ 17,87917.9k $601.2k $601.2k 0.15% Reduced -4.7k -4,700
45 Capital Asset Advisory Services LLC 0.04% of their portfolio Williamston, MI 16,83916.8k $566.2k $566.2k 0.04% Reduced -912 -912
46 ASSET MANAGEMENT CORP /IL/ /ADV 0.42% of their portfolio NORTHBROOK, IL 15,76115.8k $530.0k $530.0k 0.42% Unchanged
47 Great Lakes Retirement, Inc. 0.10% of their portfolio SANDUSKY, OH 15,15015.2k $509.4k $509.4k 0.10% New
48 Oder Investment Management, LLC 0.57% of their portfolio WOODLAND HILLS, CA 14,58614.6k $490.5k $490.5k 0.57% Reduced -855 -855
49 Walkner Condon Financial Advisors LLC 0.14% of their portfolio MADISON, WI 14,57614.6k $490.1k $490.1k 0.14% Unchanged
50 Columbus Macro, LLC 0.17% of their portfolio NEW CASTLE, PA 13,83413.8k $467.2k $467.2k 0.17% Reduced -12.9k -12,911
51 WealthPlan Investment Management, LLC 0.08% of their portfolio OMAHA, NE 13,27413.3k $446.3k $446.3k 0.08% Reduced -6.1k -6,087
52 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 11,96912.0k $403.0k $403.0k 0.00% Unchanged
53 Apollon Wealth Management, LLC 0.02% of their portfolio MOUNT PLEASANT, SC 11,90011.9k $400.2k $400.2k 0.02% Unchanged
54 Luken Investment Analytics, LLC 0.22% of their portfolio BRENTWOOD, TN 11,30011.3k $380.0k $380.0k 0.22% Unchanged
55 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 11,22411.2k $377.4k $377.4k 0.01% Unchanged
56 Tanglewood Legacy Advisors, LLC 0.22% of their portfolio HOUSTON, TX 10,41710.4k $350.3k $350.3k 0.22% New
57 Pinnacle Wealth Planning Services, Inc. 0.06% of their portfolio MANSFIELD, OH 10,35510.4k $348.2k $348.2k 0.06% New
58 TOWNSQUARE CAPITAL LLC 0.01% of their portfolio Lehi, UT 9,7599.8k $328.2k $328.2k 0.01% New
59 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 9,6459.6k $323.1k $323.1k 0.00% Reduced -1.8k -1,807
60 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 9,3419.3k $314.1k $314.1k 0.00% New
61 StoneX Group Inc. 0.03% of their portfolio NEW YORK, NY 8,9118.9k $299.6k $299.6k 0.03% New
62 Regal Investment Advisors LLC 0.02% of their portfolio KENTWOOD, MI 8,0258.0k $269.9k $269.9k 0.02% Unchanged
63 Corus Family Wealth Advisors 0.22% of their portfolio MCKINNEY, TX 7,4567.5k $250.7k $250.7k 0.22% New
64 Prosperity Consulting Group, LLC 0.16% of their portfolio OWINGS MILLS, MD 7,4247.4k $249.6k $249.6k 0.16% New
65 Authentikos Wealth Advisory, LLC 0.25% of their portfolio MORGAN HILL, CA 7,3457.3k $244.8k $244.8k 0.25% First filing
66 Lifestyle Asset Management, Inc. 0.16% of their portfolio FRIENDSWOOD, TX 7,1257.1k $239.6k $239.6k 0.16% Unchanged
67 Integrity Financial Corp /WA 0.19% of their portfolio JACKSON, WY 6,8946.9k $231.8k $231.8k 0.19% Added +2.4k +2,409
68 Focus Financial Network, Inc. 0.01% of their portfolio MINNEAPOLIS, MN 6,8096.8k $229.0k $229.0k 0.01% New
69 Integrated Investment Consultants, LLC 0.07% of their portfolio BLOOMFIELD HILLS, MI 6,7546.8k $227.1k $227.1k 0.07% Unchanged
70 DHJJ Financial Advisors, Ltd. 0.12% of their portfolio NAPERVILLE, IL 6,6256.6k $222.8k $222.8k 0.12% Reduced -2.0k -2,045
71 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 6,3456.3k $213.4k $213.4k 0.00% Unchanged
72 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.02% of their portfolio CEDAR RAPIDS, IA 6,1506.2k $206.8k $206.8k 0.02% Reduced -6.4k -6,359
73 Spire Wealth Management 0.01% of their portfolio MCLEAN, VA 5,2835.3k $177.7k $177.7k 0.01% New
74 WealthPLAN Partners, LLC 0.02% of their portfolio OMAHA, NE 4,8574.9k $163.3k $163.3k 0.02% Reduced -14.5k -14,504
75 CWM, LLC 0.00% of their portfolio OMAHA, NE 4,8504.8k $163.0k $163.0k 0.00% Reduced -8 -8
76 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 4,5654.6k $154.0k $154.0k 0.01% New
77 Sunbelt Securities, Inc. 0.02% of their portfolio HOUSTON, TX 3,7363.7k $124.8k $124.8k 0.02% New
78 Gradient Investments LLC 0.00% of their portfolio ARDEN HILLS, MN 3,5093.5k $118.0k $118.0k 0.00% Added +162 +162
79 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1,3581.4k $45.7k $45.7k 0.00% Unchanged
80 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 903903 $30.4k $30.4k 0.00% Added +396 +396
81 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 500500 $16.8k $16.8k 0.00% Unchanged
82 Avior Wealth Management, LLC 0.00% of their portfolio OMAHA, NE 279279 $9.4k $9.4k 0.00% New
83 SOA Wealth Advisors, LLC. 0.00% of their portfolio NEW YORK, NY 226226 $7.6k $7.6k 0.00% Unchanged
84 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 124124 $4.2k $4.2k 0.00% Unchanged
85 Belpointe Asset Management LLC 0.00% of their portfolio RENO, NV 4646 $1.5k $1.5k 0.00% Added +2 +2
86 Koesten, Hirschmann & Crabtree, INC. 0.00% of their portfolio OVERLAND PARK, KS 4242 $1.4k $1.4k 0.00% New
87 Richard W. Paul & Associates, LLC 0.00% of their portfolio NOVI, MI 88 $269 $269 0.00% Reduced -2 -2