Vault-13

FIRST TR EXCHNG TRADED FD VI DFEB

FT VEST US · ETP · CUSIP 33740F771

127 institutional holders +25 vs Q4 2024
4,226,1934.2m shares reported held*
$178.1mreported value*
36 new 45 added 26 reduced 10 sold out net bought ≈ $69.2m (+1.6m 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 ($1.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $42.15.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 77Q4 22: 83Q1 23: 87Q2 23: 83Q3 23: 79Q4 23: 81Q1 24: 94Q2 24: 99Q3 24: 99Q4 24: 102Q1 25: 127127Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202277
Q4 202283
Q1 202387
Q2 202383
Q3 202379
Q4 202381
Q1 202494
Q2 202499
Q3 202499
Q4 2024102
Q1 2025127

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 23: 31 bought or addedQ2 23: 55 cut or sold outQ3 23: 14 bought or addedQ3 23: 48 cut or sold outQ3 23Q4 23: 20 bought or addedQ4 23: 49 cut or sold outQ1 24: 53 bought or addedQ1 24: 34 cut or sold outQ1 24Q2 24: 34 bought or addedQ2 24: 55 cut or sold outQ3 24: 29 bought or addedQ3 24: 54 cut or sold outQ3 24Q4 24: 15 bought or addedQ4 24: 55 cut or sold outQ1 25: 81 bought or addedQ1 25: 36 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20233155
Q3 20231448
Q4 20232049
Q1 20245334
Q2 20243455
Q3 20242954
Q4 20241555
Q1 20258136

Biggest buyers

PRECEDENT WEALTH PARTNERS, LLC New +236,824+236.8k
WINNACLE WEALTH LLC Added +128,378+128.4k
Atria Investments, Inc New +83,335+83.3k
LifeWealth Investments, LLC Added +82,510+82.5k
CWM, LLC Added +77,253+77.3k
UPTICK PARTNERS, LLC New +75,681+75.7k
Uniting Wealth Partners, LLC New +74,286+74.3k
Foguth Wealth Management, LLC. New +60,304+60.3k
Signal Advisors Wealth, LLC Added +59,907+59.9k
Spire Wealth Management Added +59,165+59.2k

Biggest sellers

AE Wealth Management LLC Reduced -55,035-55.0k
RAYMOND JAMES FINANCIAL INC Reduced -26,524-26.5k
OLD MISSION CAPITAL LLC Sold out -17,393-17.4k
CAPTRUST FINANCIAL ADVISORS Reduced -16,763-16.8k
OneDigital Investment Advisors LLC Sold out -15,708-15.7k
HARBOUR INVESTMENTS, INC. Reduced -14,806-14.8k
BEACON FINANCIAL GROUP Reduced -7,879-7.9k
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Reduced -6,967-7.0k
AVANTAX ADVISORY SERVICES, INC. Reduced -6,177-6.2k
Sigma Planning Corp Sold out -5,849-5.8k

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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 PRECEDENT WEALTH PARTNERS, LLC 2.77% of their portfolio HOUSTON, TX 236,824236.8k $10.0m $10.0m 2.77% New
2 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 204,185204.2k $8.6m $8.6m 0.02% Added +25.7k +25,696
3 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 191,349191.3k $8.1m $8.1m 0.01% Added +32.6k +32,650
4 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 169,726169.7k $7.2m $7.2m 0.00% Reduced -26.5k -26,524
5 Spectrum Asset Management, Inc. (NB/CA) 2.77% of their portfolio NEWPORT BEACH, CA 148,033148.0k $6.2m $6.2m 2.77% Added +33.3k +33,332
6 CWM, LLC 0.02% of their portfolio OMAHA, NE 143,002143.0k $6.0m $6.0m 0.02% Added +77.3k +77,253
7 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 140,289140.3k $5.9m $5.9m 0.00% Added +12.3k +12,265
8 LifeWealth Investments, LLC 1.27% of their portfolio WINTER GARDEN, FL 136,534136.5k $5.8m $5.8m 1.27% Added +82.5k +82,510
9 WINNACLE WEALTH LLC 4.99% of their portfolio WACO, TX 128,436128.4k $5.4m $5.4m 4.99% Added +128.4k +128,378
10 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 103,273103.3k $4.4m $4.4m 0.01% Added +13.1k +13,147
11 BEACON FINANCIAL GROUP 0.46% of their portfolio DALLAS, TX 100,197100.2k $4.2m $4.2m 0.46% Reduced -7.9k -7,879
12 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 93,15793.2k $3.9m $3.9m 0.01% Added +24.1k +24,110
13 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 89,08089.1k $3.8m $3.8m 0.01% Added +3.7k +3,681
14 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 85,90085.9k $3.6m $3.6m 0.02% Added +34.8k +34,774
15 Atria Investments, Inc 0.05% of their portfolio Charlotte, NC 83,33583.3k $3.5m $3.5m 0.05% New
16 Spire Wealth Management 0.11% of their portfolio MCLEAN, VA 80,58180.6k $3.4m $3.4m 0.11% Added +59.2k +59,165
17 UPTICK PARTNERS, LLC 1.08% of their portfolio NACOGDOCHES, TX 75,68175.7k $3.2m $3.2m 1.08% New
18 Uniting Wealth Partners, LLC 1.57% of their portfolio DENVER, CO 74,28674.3k $3.1m $3.1m 1.57% New
19 HARBOUR INVESTMENTS, INC. 0.09% of their portfolio MADISON, WI 71,54271.5k $3.0m $3.0m 0.09% Reduced -14.8k -14,806
20 Signal Advisors Wealth, LLC 0.28% of their portfolio DETROIT, MI 67,77867.8k $2.9m $2.9m 0.28% Added +59.9k +59,907
21 REAP Financial Group, LLC 0.66% of their portfolio AUSTIN, TX 63,68763.7k $2.7m $2.7m 0.66% Added +12.5k +12,453
22 Foguth Wealth Management, LLC. 0.62% of their portfolio BRIGHTON, MI 60,30460.3k $2.5m $2.5m 0.62% New
23 Integrated Wealth Concepts LLC 0.03% of their portfolio WALTHAM, MA 59,84659.8k $2.5m $2.5m 0.03% Reduced -250 -250
24 Camelot Portfolios, LLC 1.54% of their portfolio Maumee, OH 58,91358.9k $2.5m $2.5m 1.54% Added +10.4k +10,400
25 Bison Wealth, LLC 0.22% of their portfolio ATLANTA, GA 56,21356.2k $2.4m $2.4m 0.22% Added +8.0k +7,981
26 Mariner, LLC 0.00% of their portfolio Overland Park, KS 49,34649.3k $2.1m $2.1m 0.00% Added +811 +811
27 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 48,23048.2k $2.0m $2.0m 0.00% Added +5.6k +5,631
28 HICKORY ASSET MANAGEMENT, INC. 1.73% of their portfolio Concord, OH 46,23046.2k $1.9m $1.9m 1.73% Added +26.5k +26,490
29 B. Riley Wealth Advisors, Inc. 0.06% of their portfolio MEMPHIS, TN 45,46545.5k $1.9m $1.9m 0.06% New
30 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 44,96245.0k $1.9m $1.9m 0.01% Reduced -6.2k -6,177
31 Mutual Advisors, LLC 0.05% of their portfolio OMAHA, NE 43,29643.3k $1.8m $1.8m 0.05% Added +12.9k +12,932
32 Sage Capital Advisors,llc 0.47% of their portfolio SIOUX FALLS, SD 42,77942.8k $1.8m $1.8m 0.47% New
33 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 40,54540.5k $1.7m $1.7m 0.00% Added +34.1k +34,075
34 Gerber Kawasaki Wealth & Investment Management 0.08% of their portfolio SANTA MONICA, CA 40,50540.5k $1.7m $1.7m 0.08% Unchanged
35 Triumph Capital Management 0.55% of their portfolio DENVER, CO 38,86438.9k $1.6m $1.6m 0.55% New
36 Ignite Planners, LLC 0.30% of their portfolio SAN CLEMENTE, CA 36,74636.7k $1.5m $1.5m 0.30% New
37 FOUNDERS FINANCIAL SECURITIES LLC 0.13% of their portfolio TOWSON, MD 35,35435.4k $1.5m $1.5m 0.13% Added +20.6k +20,604
38 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 34,86634.9k $1.5m $1.5m 0.00% Added +8.4k +8,448
39 SYNOVUS FINANCIAL CORP 0.02% of their portfolio Columbus, GA 34,15834.2k $1.4m $1.4m 0.02% Reduced -2.1k -2,057
40 Wood Tarver Financial Group, LLC 0.46% of their portfolio BOISE, ID 33,49533.5k $1.4m $1.4m 0.46% Added +7.5k +7,452
41 Integrity Financial Corp /WA 0.76% of their portfolio JACKSON, WY 31,73331.7k $1.3m $1.3m 0.76% Added +10.9k +10,905
42 Horizon Investments, LLC 0.04% of their portfolio Charlotte, NC 31,39731.4k $1.3m $1.3m 0.04% Added +16.9k +16,851
43 Ameritas Advisory Services, LLC 0.05% of their portfolio Lincoln, NE 29,42429.4k $1.3m $1.3m 0.05% Unchanged
44 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 28,91728.9k $1.2m $1.2m 0.00% Added +15.3k +15,270
45 Farther Finance Advisors, LLC 0.03% of their portfolio SAN FRANCISCO, CA 27,74227.7k $1.2m $1.2m 0.03% Added +27.1k +27,139
46 Keystone Wealth Services, LLC 0.30% of their portfolio PALM DESERT, CA 26,06526.1k $1.1m $1.1m 0.30% Added +460 +460
47 Comprehensive Financial Consultants Institutional, Inc. 0.34% of their portfolio Bloomington, IN 22,68722.7k $956.3k $956.3k 0.34% New
48 MONEY CONCEPTS CAPITAL CORP 0.06% of their portfolio PALM BEACH GARDENS, FL 19,84019.8k $836.3k $836.3k 0.06% New
49 StoneX Group Inc. 0.05% of their portfolio NEW YORK, NY 19,73419.7k $831.8k $831.8k 0.05% Added +8.0k +8,000
50 WEDBUSH SECURITIES INC 0.03% of their portfolio PASADENA, CA 18,87618.9k $796.0k $796.0k 0.03% Reduced -465 -465
51 Tanglewood Legacy Advisors, LLC 0.35% of their portfolio HOUSTON, TX 18,86318.9k $795.1k $795.1k 0.35% Added +8.4k +8,446
52 TOWNSQUARE CAPITAL LLC 0.01% of their portfolio Lehi, UT 18,25418.3k $769.4k $769.4k 0.01% Reduced -272 -272
53 Patriot Financial Group Insurance Agency, LLC 0.10% of their portfolio Westborough, MA 18,22418.2k $768.1k $768.1k 0.10% New
54 CENTAURUS FINANCIAL, INC. 0.04% of their portfolio ANAHEIM, CA 17,55717.6k $740.0k $740.0k 0.04% Added +13.7k +13,700
55 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 17,40717.4k $733.7k $733.7k 0.00% Reduced -2.1k -2,058
56 Oder Investment Management, LLC 0.62% of their portfolio WOODLAND HILLS, CA 17,24817.2k $727.0k $727.0k 0.62% Unchanged
57 Pinnacle Wealth Planning Services, Inc. 0.11% of their portfolio MANSFIELD, OH 16,93116.9k $713.6k $713.6k 0.11% New
58 Clear Creek Financial Management, LLC 0.07% of their portfolio SILVERDALE, WA 16,78516.8k $707.5k $707.5k 0.07% Reduced -100 -100
59 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 16,35216.4k $689.2k $689.2k 0.01% New
60 JOURNEY STRATEGIC WEALTH LLC 0.02% of their portfolio SUMMIT, NJ 16,20616.2k $683.1k $683.1k 0.02% Unchanged
61 OGOREK ANTHONY JOSEPH /NY/ /ADV 0.22% of their portfolio WILLIAMSVILLE, NY 15,99516.0k $674.0k $674.0k 0.22% Reduced -498 -498
62 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 15,35915.4k $647.0k $647.0k 0.00% Added +7.9k +7,854
63 Nova Wealth Management, Inc. 0.28% of their portfolio BONITA SPRINGS, FL 15,28915.3k $646.7k $646.7k 0.28% Added +11.2k +11,174
64 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 14,70014.7k $619.6k $619.6k 0.00% Reduced -16.8k -16,763
65 Lakeridge Wealth Management LLC 0.29% of their portfolio MENTOR, OH 13,92613.9k $587.0k $587.0k 0.29% Unchanged
66 SILVER OAK SECURITIES, INCORPORATED 0.05% of their portfolio JACKSON, TN 13,76513.8k $578.3k $578.3k 0.05% New
67 Lunt Capital Management, Inc. 0.21% of their portfolio HOLLADAY, UT 13,76513.8k $580.2k $580.2k 0.21% New
68 Advyzon Investment Management, LLC 0.20% of their portfolio LISLE, IL 13,74213.7k $579.2k $579.2k 0.20% New
69 Walkner Condon Financial Advisors LLC 0.12% of their portfolio MADISON, WI 13,55213.6k $571.2k $571.2k 0.12% Reduced -696 -696
70 Columbus Macro, LLC 0.07% of their portfolio NEW CASTLE, PA 13,20213.2k $556.5k $556.5k 0.07% Reduced -679 -679
71 Glen Eagle Advisors, LLC 0.09% of their portfolio KINGSTON, NJ 13,03613.0k $549.5k $549.5k 0.09% Reduced -1.4k -1,419
72 Sovereign Financial Group, Inc. 0.13% of their portfolio STAMFORD, CT 13,00513.0k $548.2k $548.2k 0.13% Reduced -442 -442
73 Focus Financial Network, Inc. 0.02% of their portfolio MINNEAPOLIS, MN 12,98213.0k $547.2k $547.2k 0.02% Added +2.9k +2,928
74 Diversify Advisory Services, LLC 0.03% of their portfolio SANDY, UT 12,42012.4k $521.9k $521.9k 0.03% New
75 Buck Wealth Strategies, LLC 0.09% of their portfolio DENVER, CO 12,40112.4k $522.7k $522.7k 0.09% New
76 CFC Planning Co LLC 0.27% of their portfolio CICERO, IN 11,86611.9k $500.2k $500.2k 0.27% New
77 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 11,66711.7k $491.8k $491.8k 0.00% Added +5.9k +5,911
78 Virtue Capital Management, LLC 0.06% of their portfolio BRENTWOOD, TN 11,64711.6k $490.4k $490.4k 0.06% New
79 1ST SOURCE BANK 0.03% of their portfolio SOUTH BEND, IN 11,49611.5k $484.6k $484.6k 0.03% New
80 WealthPlan Investment Management, LLC 0.05% of their portfolio OMAHA, NE 11,44211.4k $482.3k $482.3k 0.05% Reduced -788 -788
81 Luken Investment Analytics, LLC 0.22% of their portfolio BRENTWOOD, TN 11,30011.3k $476.3k $476.3k 0.22% Unchanged
82 BROWN ADVISORY INC 0.00% of their portfolio BALTIMORE, MD 11,27311.3k $475.2k $475.2k 0.00% New
83 Onyx Bridge Wealth Group LLC 0.07% of their portfolio TARRYTOWN, NY 10,81610.8k $455.9k $455.9k 0.07% Reduced -264 -264
84 Focus Partners Advisor Solutions, LLC 0.01% of their portfolio SAINT LOUIS, MO 10,39910.4k $438.3k $438.3k 0.01% New
85 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 10,04910.0k $423.6k $423.6k 0.00% Added +2.5k +2,502
86 JIM SAULNIER & ASSOCIATES, LLC 0.33% of their portfolio FORT COLLINS, CO 10,01410.0k $422.1k $422.1k 0.33% Reduced -1.5k -1,521
87 Strategic Blueprint, LLC 0.02% of their portfolio ATLANTA, GA 9,2189.2k $388.5k $388.5k 0.02% New
88 Grantvest Financial Group LLC 0.31% of their portfolio MATAWAN, NJ 8,9849.0k $378.7k $378.7k 0.31% New
89 BRASS TAX WEALTH MANAGEMENT, INC 0.08% of their portfolio CINCINNATI, OH 8,8398.8k $372.6k $372.6k 0.08% Unchanged
90 Sunbelt Securities, Inc. 0.03% of their portfolio HOUSTON, TX 8,6778.7k $365.7k $365.7k 0.03% Added +2.0k +1,970
91 Mayfair Advisory Group, LLC 0.20% of their portfolio BIRMINGHAM, AL 8,1908.2k $345.2k $345.2k 0.20% New
92 McKinley Carter Wealth Services, Inc. 0.02% of their portfolio WHEELING, WV 8,0478.0k $339.2k $339.2k 0.02% New
93 Csenge Advisory Group 0.02% of their portfolio CLEARWATER, FL 7,8547.9k $321.6k $321.6k 0.02% Unchanged
94 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 7,6577.7k $322.7k $322.7k 0.00% Reduced -55.0k -55,035
95 Castleview Partners, LLC 0.21% of their portfolio DALLAS, TX 7,3707.4k $310.6k $310.6k 0.21% New
96 Optivise Advisory Services LLC 0.16% of their portfolio FRANKLIN, TN 6,8556.9k $288.9k $288.9k 0.16% Unchanged
97 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.00% of their portfolio IRVING, TX 6,5006.5k $274.0k $274.0k 0.00% New
98 ARBOR CAPITAL MANAGEMENT INC /ADV 0.25% of their portfolio ANCHORAGE, AK 6,2226.2k $262.5k $262.5k 0.25% Added +310 +310
99 Per Stirling Capital Management, LLC. 0.04% of their portfolio AUSTIN, TX 6,0506.0k $255.0k $255.0k 0.04% Added +562 +562
100 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 5,9115.9k $249.1k $249.1k 0.01% Added +554 +554