Vault-13

FIRST TR EXCHNG TRADED FD VI DFEB

FT VEST US · ETP · CUSIP 33740F771

99 institutional holders +5 vs Q1 2024
3,409,1013.4m shares reported held*
$137.5mreported value*
14 new 20 added 44 reduced 11 sold out net sold ≈ $21.1m (-524.3k 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 ≈ $40.34.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 77Q4 22: 83Q1 23: 87Q2 23: 83Q3 23: 79Q4 23: 81Q1 24: 94Q2 24: 9999Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 202277
Q4 202283
Q1 202387
Q2 202383
Q3 202379
Q4 202381
Q1 202494
Q2 202499

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 22: 24 bought or addedQ4 22: 36 cut or sold outQ4 22Q1 23: 44 bought or addedQ1 23: 39 cut or sold outQ2 23: 31 bought or addedQ2 23: 55 cut or sold outQ2 23Q3 23: 14 bought or addedQ3 23: 48 cut or sold outQ4 23: 20 bought or addedQ4 23: 49 cut or sold outQ4 23Q1 24: 53 bought or addedQ1 24: 34 cut or sold outQ2 24: 34 bought or addedQ2 24: 55 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 20222436
Q1 20234439
Q2 20233155
Q3 20231448
Q4 20232049
Q1 20245334
Q2 20243455

Biggest buyers

OLD MISSION CAPITAL LLC Added +38,102+38.1k
JANE STREET GROUP, LLC New +35,012+35.0k
AE Wealth Management LLC Added +24,674+24.7k
WOLVERINE TRADING, LLC New +14,735+14.7k
OSAIC HOLDINGS, INC. Added +7,026+7.0k
Camelot Portfolios, LLC Added +6,778+6.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +6,447+6.4k
Capital Asset Advisory Services LLC New +5,299+5.3k
AXXCESS WEALTH MANAGEMENT, LLC New +5,299+5.3k
Prospera Financial Services Inc New +5,095+5.1k

Biggest sellers

Raymond James Financial Services Advisors, Inc. Reduced -153,037-153.0k
SMART Wealth LLC Reduced -149,043-149.0k
Spectrum Asset Management, Inc. (NB/CA) Reduced -120,802-120.8k
JPMORGAN CHASE & CO Sold out -94,510-94.5k
Csenge Advisory Group Reduced -31,602-31.6k
Atria Investments, Inc Reduced -20,465-20.5k
Mayfair Advisory Group, LLC Sold out -15,480-15.5k
Cetera Investment Advisers Reduced -13,964-14.0k
CITADEL ADVISORS LLC Sold out -13,118-13.1k
MORGAN STANLEY Reduced -11,030-11.0k

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, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 378,238378.2k $15.3m $15.3m 0.04% Added +7.0k +7,026
2 Raymond James Financial Services Advisors, Inc. 0.02% of their portfolio ST. PETERSBURG, FL 307,613307.6k $12.4m $12.4m 0.02% Reduced -153.0k -153,037
3 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 196,094196.1k $7.9m $7.9m 0.01% Reduced -2.2k -2,199
4 HARBOUR INVESTMENTS, INC. 0.23% of their portfolio MADISON, WI 167,115167.1k $6.7m $6.7m 0.23% Reduced -1.0k -1,017
5 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 165,859165.9k $6.7m $6.7m 0.00% Reduced -1.2k -1,172
6 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 136,604136.6k $5.5m $5.5m 0.01% Reduced -14.0k -13,964
7 BEACON FINANCIAL GROUP 0.57% of their portfolio DALLAS, TX 122,993123.0k $5.0m $5.0m 0.57% Reduced -5.2k -5,182
8 Spectrum Asset Management, Inc. (NB/CA) 2.21% of their portfolio NEWPORT BEACH, CA 118,314118.3k $4.8m $4.8m 2.21% Reduced -120.8k -120,802
9 AE Wealth Management LLC 0.05% of their portfolio TOPEKA, KS 116,090116.1k $4.7m $4.7m 0.05% Added +24.7k +24,674
10 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 99,997100.0k $4.0m $4.0m 0.01% Reduced -6.8k -6,769
11 CWM, LLC 0.02% of their portfolio OMAHA, NE 83,77683.8k $3.4m $3.4m 0.02% Added +2.4k +2,350
12 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 82,84282.8k $3.3m $3.3m 0.01% Reduced -8.1k -8,055
13 Camelot Portfolios, LLC 1.45% of their portfolio Maumee, OH 63,68363.7k $2.6m $2.6m 1.45% Added +6.8k +6,778
14 SMART Wealth LLC 1.00% of their portfolio Omaha, NE 61,51161.5k $2.5m $2.5m 1.00% Reduced -149.0k -149,043
15 Integrated Wealth Concepts LLC 0.03% of their portfolio WALTHAM, MA 60,76660.8k $2.5m $2.5m 0.03% Reduced -2.1k -2,070
16 Comprehensive Financial Consultants Institutional, Inc. 0.94% of their portfolio Bloomington, IN 59,33459.3k $2.4m $2.4m 0.94% Reduced -1.5k -1,467
17 AVANTAX ADVISORY SERVICES, INC. 0.02% of their portfolio DALLAS, TX 57,07557.1k $2.3m $2.3m 0.02% Added +2.5k +2,472
18 1ST SOURCE BANK 0.13% of their portfolio SOUTH BEND, IN 53,29153.3k $2.1m $2.1m 0.13% Unchanged
19 REAP Financial Group, LLC 0.57% of their portfolio AUSTIN, TX 52,42952.4k $2.1m $2.1m 0.57% Reduced -199 -199
20 OLD MISSION CAPITAL LLC 0.05% of their portfolio CHICAGO, IL 49,86949.9k $2.0m $2.0m 0.05% Added +38.1k +38,102
21 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 49,34349.3k $2.0m $2.0m 0.01% Added +1.4k +1,393
22 Mariner, LLC 0.00% of their portfolio Overland Park, KS 48,31048.3k $1.9m $1.9m 0.00% Added +2.4k +2,425
23 Gerber Kawasaki Wealth & Investment Management 0.09% of their portfolio SANTA MONICA, CA 43,08543.1k $1.7m $1.7m 0.09% Reduced -4.5k -4,500
24 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 41,29941.3k $1.7m $1.7m 0.00% Added +6.4k +6,447
25 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 35,01235.0k $1.4m $1.4m 0.00% New
26 Mutual Advisors, LLC 0.04% of their portfolio OMAHA, NE 34,55034.5k $1.4m $1.4m 0.04% Unchanged
27 SYNOVUS FINANCIAL CORP 0.02% of their portfolio Columbus, GA 32,73132.7k $1.3m $1.3m 0.02% Added +2.9k +2,937
28 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 31,46331.5k $1.3m $1.3m 0.00% Unchanged
29 Ameritas Advisory Services, LLC 0.04% of their portfolio Lincoln, NE 29,56429.6k $1.2m $1.2m 0.04% Unchanged
30 Spire Wealth Management 0.04% of their portfolio MCLEAN, VA 28,68828.7k $1.2m $1.2m 0.04% Added +4.2k +4,229
31 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 27,23427.2k $1.1m $1.1m 0.00% Reduced -2.9k -2,864
32 Integrity Financial Corp /WA 0.66% of their portfolio JACKSON, WY 26,24926.2k $1.1m $1.1m 0.66% Added +2.1k +2,135
33 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 25,66025.7k $1.0m $1.0m 0.00% Reduced -3.0k -2,995
34 Keystone Wealth Services, LLC 0.32% of their portfolio PALM DESERT, CA 25,60525.6k $1.0m $1.0m 0.32% Added +741 +741
35 Csenge Advisory Group 0.05% of their portfolio CLEARWATER, FL 22,79222.8k $919.2k $919.2k 0.05% Reduced -31.6k -31,602
36 TOWNSQUARE CAPITAL LLC 0.01% of their portfolio Lehi, UT 21,18321.2k $854.3k $854.3k 0.01% Reduced -75 -75
37 Sigma Planning Corp 0.03% of their portfolio ANN ARBOR, MI 21,12121.1k $851.8k $851.8k 0.03% Reduced -642 -642
38 WEDBUSH SECURITIES INC 0.03% of their portfolio PASADENA, CA 21,08621.1k $850.0k $850.0k 0.03% Reduced -35 -35
39 OGOREK ANTHONY JOSEPH /NY/ /ADV 0.24% of their portfolio WILLIAMSVILLE, NY 17,37817.4k $700.0k $700.0k 0.24% Reduced -3.0k -2,950
40 Clear Creek Financial Management, LLC 0.08% of their portfolio SILVERDALE, WA 16,88516.9k $681.0k $681.0k 0.08% Added +80 +80
41 JOURNEY STRATEGIC WEALTH LLC 0.03% of their portfolio SUMMIT, NJ 16,25616.3k $655.6k $655.6k 0.03% Added +202 +202
42 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 15,76315.8k $635.7k $635.7k 0.01% Reduced -87 -87
43 Oder Investment Management, LLC 0.58% of their portfolio WOODLAND HILLS, CA 15,76315.8k $635.7k $635.7k 0.58% Added +1.2k +1,177
44 Glen Eagle Advisors, LLC 0.11% of their portfolio KINGSTON, NJ 15,25415.3k $615.2k $615.2k 0.11% Unchanged
45 WOLVERINE TRADING, LLC 0.01% of their portfolio CHICAGO, IL 14,73514.7k $594.3k $594.3k 0.01% New
46 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 14,43914.4k $582.0k $582.0k 0.00% Reduced -5.0k -4,953
47 Walkner Condon Financial Advisors LLC 0.12% of their portfolio MADISON, WI 14,24814.2k $574.6k $574.6k 0.12% Reduced -270 -270
48 Lakeridge Wealth Management LLC 0.35% of their portfolio MENTOR, OH 14,24114.2k $574.3k $574.3k 0.35% Unchanged
49 Sovereign Financial Group, Inc. 0.14% of their portfolio STAMFORD, CT 13,85713.9k $558.9k $558.9k 0.14% Reduced -1.0k -1,019
50 Columbus Macro, LLC 0.21% of their portfolio NEW CASTLE, PA 13,50313.5k $550.0k $550.0k 0.21% Reduced -23 -23
51 Onyx Bridge Wealth Group LLC 0.08% of their portfolio TARRYTOWN, NY 12,04112.0k $485.6k $485.6k 0.08% Reduced -4.8k -4,818
52 StoneX Group Inc. 0.04% of their portfolio NEW YORK, NY 11,91211.9k $480.4k $480.4k 0.04% Reduced -724 -724
53 Luken Investment Analytics, LLC 0.23% of their portfolio BRENTWOOD, TN 11,30011.3k $455.7k $455.7k 0.23% Unchanged
54 Virtue Capital Management, LLC 0.08% of their portfolio BRENTWOOD, TN 10,91810.9k $445.0k $445.0k 0.08% Reduced -661 -661
55 Tanglewood Legacy Advisors, LLC 0.20% of their portfolio HOUSTON, TX 10,41710.4k $420.1k $420.1k 0.20% Unchanged
56 Focus Financial Network, Inc. 0.02% of their portfolio MINNEAPOLIS, MN 10,07810.1k $411.2k $411.2k 0.02% Added +198 +198
57 BRASS TAX WEALTH MANAGEMENT, INC 0.07% of their portfolio CINCINNATI, OH 8,8398.8k $356.5k $356.5k 0.07% Unchanged
58 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 8,7848.8k $354.3k $354.3k 0.00% Reduced -20.5k -20,465
59 Optivise Advisory Services LLC 0.17% of their portfolio FRANKLIN, TN 7,6227.6k $307.4k $307.4k 0.17% First filing
60 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.02% of their portfolio BIRMINGHAM, AL 7,5627.6k $305.0k $305.0k 0.02% Reduced -658 -658
61 WealthPlan Investment Management, LLC 0.05% of their portfolio OMAHA, NE 7,4977.5k $302.4k $302.4k 0.05% Reduced -3.7k -3,729
62 FinTrust Capital Advisors, LLC 0.05% of their portfolio Greenville, SC 7,0007.0k $282.3k $282.3k 0.05% Reduced -4.0k -4,000
63 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 6,7666.8k $273.0k $273.0k 0.00% Unchanged
64 Sunbelt Securities, Inc. 0.03% of their portfolio HOUSTON, TX 6,7076.7k $270.5k $270.5k 0.03% Reduced -600 -600
65 ROVIN CAPITAL /UT/ /ADV 0.11% of their portfolio MESA, AZ 6,5626.6k $265.0k $265.0k 0.11% Unchanged
66 WealthPLAN Partners, LLC 0.03% of their portfolio OMAHA, NE 5,8225.8k $234.8k $234.8k 0.03% Reduced -179 -179
67 Integrated Advisors Network LLC 0.01% of their portfolio DALLAS, TX 5,8045.8k $234.1k $234.1k 0.01% Reduced -55 -55
68 Per Stirling Capital Management, LLC. 0.04% of their portfolio AUSTIN, TX 5,5435.5k $223.6k $223.6k 0.04% Added +114 +114
69 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 5,4045.4k $217.9k $217.9k 0.01% Reduced -100 -100
70 Lifestyle Asset Management, Inc. 0.12% of their portfolio FRIENDSWOOD, TX 5,3505.3k $215.8k $215.8k 0.12% Unchanged
71 Capital Asset Advisory Services LLC 0.01% of their portfolio Williamston, MI 5,2995.3k $215.9k $215.9k 0.01% New
72 AXXCESS WEALTH MANAGEMENT, LLC 0.01% of their portfolio CARLSBAD, CA 5,2995.3k $213.7k $213.7k 0.01% New
73 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.02% of their portfolio CEDAR RAPIDS, IA 5,1755.2k $208.7k $208.7k 0.02% Reduced -110 -110
74 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 5,0955.1k $205.5k $205.5k 0.01% New
75 ARBOR CAPITAL MANAGEMENT INC /ADV 0.19% of their portfolio ANCHORAGE, AK 5,0925.1k $205.7k $205.7k 0.19% New
76 MN Wealth Advisors, LLC 0.12% of their portfolio OVERLAND PARK, KS 5,0775.1k $204.8k $204.8k 0.12% New
77 PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 0.07% of their portfolio LEAWOOD, KS 5,0005.0k $201.7k $201.7k 0.07% New
78 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 4,7654.8k $192.2k $192.2k 0.00% Reduced -11.0k -11,030
79 Horizon Investments, LLC 0.01% of their portfolio Charlotte, NC 4,5454.5k $183.3k $183.3k 0.01% New
80 LANARK FINANCIAL, INC. 0.02% of their portfolio BIRMINGHAM, AL 4,5124.5k $181.0k $181.0k 0.02% Reduced -54 -54
81 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 3,3413.3k $134.9k $134.9k 0.01% Added +3.2k +3,171
82 DHJJ Financial Advisors, Ltd. 0.05% of their portfolio NAPERVILLE, IL 2,8302.8k $114.1k $114.1k 0.05% Reduced -1.3k -1,325
83 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,7231.7k $69.5k $69.5k 0.00% Added +451 +451
84 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 1,4261.4k $57.5k $57.5k 0.00% New
85 Capital Investment Advisory Services, LLC 0.01% of their portfolio RALEIGH, NC 1,2451.2k $50.2k $50.2k 0.01% Unchanged
86 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 1,1491.1k $46.3k $46.3k 0.00% New
87 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 920920 $37.1k $37.1k 0.00% Reduced -8 -8
88 WETZEL INVESTMENT ADVISORS, INC. 0.02% of their portfolio INDIANAPOLIS, IN 866866 $33.9k $33.9k 0.02% Unchanged
89 Coppell Advisory Solutions LLC 0.00% of their portfolio COPPELL, TX 610610 $24.6k $24.6k 0.00% First filing
90 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 500500 $20.3k $20.3k 0.00% Unchanged
91 Center for Financial Planning, Inc. 0.00% of their portfolio SOUTHFIED, MI 500500 $20.2k $20.2k 0.00% Unchanged
92 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 323323 $13.0k $13.0k 0.00% Reduced -2.3k -2,335
93 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.00% of their portfolio INDIANAPOLIS, IN 317317 $12.8k $12.8k 0.00% New
94 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 256256 $10.3k $10.3k 0.00% New
95 SOA Wealth Advisors, LLC. 0.00% of their portfolio NEW YORK, NY 226226 $9.1k $9.1k 0.00% Unchanged
96 Clear Point Advisors Inc. 0.01% of their portfolio MELVILLE, NY 200200 $8.1k $8.1k 0.01% Unchanged
97 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 6464 $2.6k $2.6k 0.00% Reduced -74 -74
98 Great Lakes Retirement, Inc. 0.00% of their portfolio SANDUSKY, OH 2222 $890 $890 0.00% New
99 OLIVER LAGORE VANVALIN INVESTMENT GROUP 0.00% of their portfolio FLINT, MI 66 $242 $242 0.00% Unchanged