Vault-13

FIRST TR EXCHNG TRADED FD VI DFEB

FT VEST US · ETP · CUSIP 33740F771

146 institutional holders +19 vs Q1 2025
4,775,9684.8m shares reported held*
$213.3mreported value*
24 new 38 added 44 reduced 5 sold out net bought ≈ $25.3m (+565.8k 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 ($2.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $44.65.

Trends to Q2 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: 127Q2 25: 146146Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025146

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 24Q3 24: 29 bought or addedQ3 24: 54 cut or sold outQ4 24: 15 bought or addedQ4 24: 55 cut or sold outQ4 24Q1 25: 81 bought or addedQ1 25: 36 cut or sold outQ2 25: 62 bought or addedQ2 25: 49 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20231448
Q4 20232049
Q1 20245334
Q2 20243455
Q3 20242954
Q4 20241555
Q1 20258136
Q2 20256249

Biggest buyers

COMMONWEALTH EQUITY SERVICES, LLC Added +336,522+336.5k
SMART Wealth LLC New +73,860+73.9k
CWM, LLC Added +65,262+65.3k
UPTICK PARTNERS, LLC Added +52,049+52.0k
Maia Wealth LLC New +45,558+45.6k
Kestra Advisory Services, LLC Added +44,495+44.5k
KRAEMATON INVESTMENT ADVISORS, INC New +42,043+42.0k
KESTRA PRIVATE WEALTH SERVICES, LLC New +37,995+38.0k
OLD MISSION CAPITAL LLC New +33,066+33.1k
Cetera Investment Advisers Added +25,851+25.9k

Biggest sellers

WINNACLE WEALTH LLC Sold out -128,436-128.4k
Uniting Wealth Partners, LLC Sold out -74,286-74.3k
Signal Advisors Wealth, LLC Reduced -48,630-48.6k
Foguth Wealth Management, LLC. Reduced -48,320-48.3k
OSAIC HOLDINGS, INC. Reduced -34,022-34.0k
Spire Wealth Management Reduced -22,020-22.0k
TOWNSQUARE CAPITAL LLC Sold out -18,254-18.3k
RAYMOND JAMES FINANCIAL INC Reduced -17,736-17.7k
Ameritas Advisory Services, LLC Reduced -15,231-15.2k
Atria Wealth Solutions, Inc. Reduced -11,667-11.7k

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

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 527,871527.9k $23.6m $23.6m 0.03% Added +336.5k +336,522
2 PRECEDENT WEALTH PARTNERS, LLC 2.66% of their portfolio HOUSTON, TX 243,657243.7k $10.9m $10.9m 2.66% Added +6.8k +6,833
3 CWM, LLC 0.03% of their portfolio OMAHA, NE 208,264208.3k $9.3m $9.3m 0.03% Added +65.3k +65,262
4 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 170,163170.2k $7.6m $7.6m 0.01% Reduced -34.0k -34,022
5 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 151,990152.0k $6.8m $6.8m 0.00% Reduced -17.7k -17,736
6 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 151,739151.7k $6.8m $6.8m 0.00% Added +11.4k +11,450
7 Spectrum Asset Management, Inc. (NB/CA) 2.81% of their portfolio NEWPORT BEACH, CA 144,889144.9k $6.5m $6.5m 2.81% Reduced -3.1k -3,144
8 LifeWealth Investments, LLC 1.08% of their portfolio WINTER GARDEN, FL 141,086141.1k $6.3m $6.3m 1.08% Added +4.6k +4,552
9 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 130,395130.4k $5.8m $5.8m 0.03% Added +44.5k +44,495
10 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 129,124129.1k $5.8m $5.8m 0.01% Added +25.9k +25,851
11 UPTICK PARTNERS, LLC 1.63% of their portfolio NACOGDOCHES, TX 127,730127.7k $5.7m $5.7m 1.63% Added +52.0k +52,049
12 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 107,983108.0k $4.8m $4.8m 0.01% Added +14.8k +14,826
13 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 105,161105.2k $4.7m $4.7m 0.01% Added +16.1k +16,081
14 BEACON FINANCIAL GROUP 0.44% of their portfolio DALLAS, TX 94,28194.3k $4.2m $4.2m 0.44% Reduced -5.9k -5,916
15 Atria Investments, Inc 0.05% of their portfolio Charlotte, NC 86,86586.9k $3.9m $3.9m 0.05% Added +3.5k +3,530
16 HARBOUR INVESTMENTS, INC. 0.09% of their portfolio MADISON, WI 81,26381.3k $3.6m $3.6m 0.09% Added +9.7k +9,721
17 SMART Wealth LLC 1.03% of their portfolio Omaha, NE 73,86073.9k $3.3m $3.3m 1.03% New
18 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 64,19464.2k $2.9m $2.9m 0.00% Added +16.0k +15,964
19 REAP Financial Group, LLC 0.63% of their portfolio AUSTIN, TX 60,05860.1k $2.7m $2.7m 0.63% Reduced -3.6k -3,629
20 Integrated Wealth Concepts LLC 0.03% of their portfolio WALTHAM, MA 59,84659.8k $2.7m $2.7m 0.03% Unchanged
21 Spire Wealth Management 0.09% of their portfolio MCLEAN, VA 58,56158.6k $2.6m $2.6m 0.09% Reduced -22.0k -22,020
22 Bison Wealth, LLC 0.19% of their portfolio ATLANTA, GA 52,89452.9k $2.4m $2.4m 0.19% Reduced -3.3k -3,319
23 Camelot Portfolios, LLC 1.41% of their portfolio Maumee, OH 52,69952.7k $2.4m $2.4m 1.41% Reduced -6.2k -6,214
24 Mariner, LLC 0.00% of their portfolio Overland Park, KS 48,40448.4k $2.2m $2.2m 0.00% Reduced -942 -942
25 Sage Capital Advisors,llc 0.51% of their portfolio SIOUX FALLS, SD 46,53646.5k $2.1m $2.1m 0.51% Added +3.8k +3,757
26 HICKORY ASSET MANAGEMENT, INC. 1.69% of their portfolio Concord, OH 45,80545.8k $2.0m $2.0m 1.69% Reduced -425 -425
27 Maia Wealth LLC 0.39% of their portfolio DENVER, CO 45,55845.6k $2.0m $2.0m 0.39% New
28 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 44,06244.1k $2.0m $2.0m 0.01% Reduced -900 -900
29 B. Riley Wealth Advisors, Inc. 0.09% of their portfolio MEMPHIS, TN 43,28543.3k $1.9m $1.9m 0.09% Reduced -2.2k -2,180
30 Mutual Advisors, LLC 0.05% of their portfolio OMAHA, NE 42,69642.7k $1.9m $1.9m 0.05% Reduced -600 -600
31 KRAEMATON INVESTMENT ADVISORS, INC 1.77% of their portfolio BRAINTREE, MA 42,04342.0k $1.9m $1.9m 1.77% New
32 Gerber Kawasaki Wealth & Investment Management 0.07% of their portfolio SANTA MONICA, CA 41,00541.0k $1.8m $1.8m 0.07% Added +500 +500
33 Tanglewood Legacy Advisors, LLC 0.74% of their portfolio HOUSTON, TX 40,56240.6k $1.8m $1.8m 0.74% Added +21.7k +21,699
34 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 40,37040.4k $1.8m $1.8m 0.00% Reduced -175 -175
35 Integrity Financial Corp /WA 0.91% of their portfolio JACKSON, WY 39,79339.8k $1.8m $1.8m 0.91% Added +8.1k +8,060
36 FOUNDERS FINANCIAL SECURITIES LLC 0.13% of their portfolio TOWSON, MD 38,19238.2k $1.7m $1.7m 0.13% Added +2.8k +2,838
37 KESTRA PRIVATE WEALTH SERVICES, LLC 0.02% of their portfolio AUSTIN, TX 37,99538.0k $1.7m $1.7m 0.02% New
38 Ignite Planners, LLC 0.30% of their portfolio SAN CLEMENTE, CA 37,92837.9k $1.7m $1.7m 0.30% Added +1.2k +1,182
39 Horizon Investments, LLC 0.03% of their portfolio Charlotte, NC 37,03237.0k $1.7m $1.7m 0.03% Added +5.6k +5,635
40 Wood Tarver Financial Group, LLC 0.46% of their portfolio BOISE, ID 33,95134.0k $1.5m $1.5m 0.46% Added +456 +456
41 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 33,19733.2k $1.5m $1.5m 0.00% Reduced -1.7k -1,669
42 OLD MISSION CAPITAL LLC 0.04% of their portfolio CHICAGO, IL 33,06633.1k $1.5m $1.5m 0.04% New
43 Keystone Wealth Services, LLC 0.34% of their portfolio PALM DESERT, CA 31,96632.0k $1.4m $1.4m 0.34% Added +5.9k +5,901
44 Farther Finance Advisors, LLC 0.03% of their portfolio SAN FRANCISCO, CA 31,57231.6k $1.4m $1.4m 0.03% Added +3.8k +3,830
45 SYNOVUS FINANCIAL CORP 0.02% of their portfolio Columbus, GA 31,44031.4k $1.4m $1.4m 0.02% Reduced -2.7k -2,718
46 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 30,70630.7k $1.4m $1.4m 0.00% Added +15.3k +15,347
47 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 27,84627.8k $1.2m $1.2m 0.00% Added +17.8k +17,797
48 Triumph Capital Management 0.37% of their portfolio DENVER, CO 27,64527.6k $1.2m $1.2m 0.37% Reduced -11.2k -11,219
49 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 26,56026.6k $1.2m $1.2m 0.00% Reduced -2.4k -2,357
50 Comprehensive Financial Consultants Institutional, Inc. 0.34% of their portfolio Bloomington, IN 23,52123.5k $1.1m $1.1m 0.34% Added +834 +834
51 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 23,27423.3k $1.0m $1.0m 0.00% New
52 Integrated Advisors Network LLC 0.04% of their portfolio DALLAS, TX 21,26021.3k $949.1k $949.1k 0.04% New
53 StoneX Group Inc. 0.04% of their portfolio NEW YORK, NY 20,07620.1k $896.3k $896.3k 0.04% Added +342 +342
54 MONEY CONCEPTS CAPITAL CORP 0.06% of their portfolio PALM BEACH GARDENS, FL 19,84019.8k $885.7k $885.7k 0.06% Unchanged
55 Signal Advisors Wealth, LLC 0.07% of their portfolio DETROIT, MI 19,14819.1k $854.9k $854.9k 0.07% Reduced -48.6k -48,630
56 WEDBUSH SECURITIES INC 0.03% of their portfolio PASADENA, CA 19,10019.1k $853.0k $853.0k 0.03% Added +224 +224
57 Patriot Financial Group Insurance Agency, LLC 0.10% of their portfolio Westborough, MA 18,69418.7k $834.6k $834.6k 0.10% Added +470 +470
58 Advyzon Investment Management, LLC 0.17% of their portfolio LISLE, IL 17,60317.6k $785.9k $785.9k 0.17% Added +3.9k +3,861
59 CENTAURUS FINANCIAL, INC. 0.05% of their portfolio ANAHEIM, CA 17,55717.6k $784.0k $784.0k 0.05% Unchanged
60 Buck Wealth Strategies, LLC 0.12% of their portfolio DENVER, CO 17,49617.5k $781.1k $781.1k 0.12% Added +5.1k +5,095
61 Oder Investment Management, LLC 0.58% of their portfolio WOODLAND HILLS, CA 17,24817.2k $770.0k $770.0k 0.58% Unchanged
62 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.06% of their portfolio ORLANDO, FL 16,03616.0k $715.9k $715.9k 0.06% New
63 Madrona Financial Services, LLC 0.17% of their portfolio EVERETT, WA 15,76815.8k $704.0k $704.0k 0.17% New
64 Clear Creek Financial Management, LLC 0.06% of their portfolio SILVERDALE, WA 15,04415.0k $671.6k $671.6k 0.06% Reduced -1.7k -1,741
65 Pinnacle Wealth Planning Services, Inc. 0.09% of their portfolio MANSFIELD, OH 14,93114.9k $666.6k $666.6k 0.09% Reduced -2.0k -2,000
66 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 14,20014.2k $634.0k $634.0k 0.00% Reduced -500 -500
67 Ameritas Advisory Services, LLC 0.03% of their portfolio Lincoln, NE 14,19314.2k $633.6k $633.6k 0.03% Reduced -15.2k -15,231
68 Lakeridge Wealth Management LLC 0.29% of their portfolio MENTOR, OH 13,92613.9k $621.7k $621.7k 0.29% Unchanged
69 SILVER OAK SECURITIES, INCORPORATED 0.05% of their portfolio JACKSON, TN 13,76513.8k $614.5k $614.5k 0.05% Unchanged
70 Lunt Capital Management, Inc. 0.24% of their portfolio HOLLADAY, UT 13,76513.8k $614.5k $614.5k 0.24% Unchanged
71 Walkner Condon Financial Advisors LLC 0.11% of their portfolio MADISON, WI 13,55213.6k $605.0k $605.0k 0.11% Unchanged
72 JOURNEY STRATEGIC WEALTH LLC 0.02% of their portfolio SUMMIT, NJ 13,12613.1k $586.0k $586.0k 0.02% Reduced -3.1k -3,080
73 Focus Financial Network, Inc. 0.02% of their portfolio MINNEAPOLIS, MN 12,98213.0k $579.6k $579.6k 0.02% Unchanged
74 Sovereign Financial Group, Inc. 0.12% of their portfolio STAMFORD, CT 12,75512.8k $569.4k $569.4k 0.12% Reduced -250 -250
75 INSIGNEO ADVISORY SERVICES, LLC 0.05% of their portfolio MIAMI, FL 12,75012.8k $569.2k $569.2k 0.05% New
76 Diversify Advisory Services, LLC 0.02% of their portfolio SANDY, UT 12,42012.4k $566.5k $566.5k 0.02% Unchanged
77 Foguth Wealth Management, LLC. 0.11% of their portfolio BRIGHTON, MI 11,98412.0k $535.0k $535.0k 0.11% Reduced -48.3k -48,320
78 Apollon Wealth Management, LLC 0.01% of their portfolio MOUNT PLEASANT, SC 11,54011.5k $515.2k $515.2k 0.01% New
79 1ST SOURCE BANK 0.03% of their portfolio SOUTH BEND, IN 11,49611.5k $513.2k $513.2k 0.03% Unchanged
80 Luken Investment Analytics, LLC 0.22% of their portfolio BRENTWOOD, TN 11,30011.3k $504.5k $504.5k 0.22% Unchanged
81 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 11,24311.2k $501.9k $501.9k 0.01% New
82 WealthPlan Investment Management, LLC 0.04% of their portfolio OMAHA, NE 11,11311.1k $496.1k $496.1k 0.04% Reduced -329 -329
83 Glen Eagle Advisors, LLC 0.08% of their portfolio KINGSTON, NJ 11,07811.1k $494.6k $494.6k 0.08% Reduced -2.0k -1,958
84 OGOREK ANTHONY JOSEPH /NY/ /ADV 0.15% of their portfolio WILLIAMSVILLE, NY 10,80710.8k $482.0k $482.0k 0.15% Reduced -5.2k -5,188
85 Focus Partners Advisor Solutions, LLC 0.01% of their portfolio SAINT LOUIS, MO 10,39910.4k $464.3k $464.3k 0.01% Unchanged
86 Onyx Bridge Wealth Group LLC 0.06% of their portfolio TARRYTOWN, NY 10,36110.4k $462.6k $462.6k 0.06% Reduced -455 -455
87 JIM SAULNIER & ASSOCIATES, LLC 0.30% of their portfolio FORT COLLINS, CO 10,01410.0k $447.1k $447.1k 0.30% Unchanged
88 Columbus Macro, LLC 0.05% of their portfolio NEW CASTLE, PA 9,4139.4k $420.2k $420.2k 0.05% Reduced -3.8k -3,789
89 Strategic Blueprint, LLC 0.02% of their portfolio ATLANTA, GA 9,0319.0k $403.2k $403.2k 0.02% Reduced -187 -187
90 Grantvest Financial Group LLC 0.29% of their portfolio MATAWAN, NJ 8,8788.9k $396.4k $396.4k 0.29% Reduced -106 -106
91 BRASS TAX WEALTH MANAGEMENT, INC 0.08% of their portfolio CINCINNATI, OH 8,8398.8k $394.6k $394.6k 0.08% Unchanged
92 BROWN ADVISORY INC 0.00% of their portfolio BALTIMORE, MD 8,2818.3k $369.7k $369.7k 0.00% Reduced -3.0k -2,992
93 Mayfair Advisory Group, LLC 0.18% of their portfolio BIRMINGHAM, AL 8,1908.2k $371.9k $371.9k 0.18% Unchanged
94 McKinley Carter Wealth Services, Inc. 0.02% of their portfolio WHEELING, WV 8,0478.0k $359.3k $359.3k 0.02% Unchanged
95 Csenge Advisory Group 0.02% of their portfolio CLEARWATER, FL 7,8547.9k $340.6k $340.6k 0.02% Unchanged
96 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.00% of their portfolio IRVING, TX 7,7007.7k $343.7k $343.7k 0.00% Added +1.2k +1,200
97 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 7,3867.4k $329.7k $329.7k 0.00% Added +2.4k +2,431
98 Castleview Partners, LLC 0.21% of their portfolio DALLAS, TX 7,3707.4k $329.0k $329.0k 0.21% Unchanged
99 Optivise Advisory Services LLC 0.16% of their portfolio FRANKLIN, TN 6,8556.9k $306.0k $306.0k 0.16% Unchanged
100 Sunbelt Securities, Inc. 0.03% of their portfolio HOUSTON, TX 6,7076.7k $286.3k $286.3k 0.03% Reduced -2.0k -1,970