Vault-13

FIRST TR EXCHNG TRADED FD VI DFEB

FT VEST US · ETP · CUSIP 33740F771

139 institutional holders -7 vs Q2 2025
4,071,0854.1m shares reported held*
$189.4mreported value*
13 new 19 added 66 reduced 16 sold out net sold ≈ $28.0m (-601.1k 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 ≈ $46.52.

Trends to Q3 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: 146Q3 25: 139139Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025139

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 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 25Q2 25: 62 bought or addedQ2 25: 49 cut or sold outQ3 25: 32 bought or addedQ3 25: 82 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20232049
Q1 20245334
Q2 20243455
Q3 20242954
Q4 20241555
Q1 20258136
Q2 20256249
Q3 20253282

Biggest buyers

Sunbelt Securities, Inc. Added +62,101+62.1k
Ritter Daniher Financial Advisory LLC / DE New +45,805+45.8k
Cetera Investment Advisers Added +34,099+34.1k
OSAIC HOLDINGS, INC. Added +21,180+21.2k
FOUNDERS FINANCIAL SECURITIES LLC Added +15,536+15.5k
Horizon Investments, LLC Added +15,536+15.5k
Global Assets Advisory, LLC New +14,650+14.7k
AQR CAPITAL MANAGEMENT LLC New +11,000+11.0k
Arkadios Wealth Advisors New +10,947+10.9k
Focus Partners Advisor Solutions, LLC Added +10,399+10.4k

Biggest sellers

COMMONWEALTH EQUITY SERVICES, LLC Reduced -271,565-271.6k
Atria Investments, Inc Sold out -86,865-86.9k
Bison Wealth, LLC Sold out -52,894-52.9k
Sage Capital Advisors,llc Sold out -46,536-46.5k
KRAEMATON INVESTMENT ADVISORS, INC Sold out -42,043-42.0k
CWM, LLC Reduced -34,078-34.1k
HighTower Advisors, LLC Reduced -30,300-30.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -27,846-27.8k
PRECEDENT WEALTH PARTNERS, LLC Reduced -23,430-23.4k
Triumph Capital Management Reduced -19,744-19.7k

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, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 256,306256.3k $11.9m $11.9m 0.02% Reduced -271.6k -271,565
2 PRECEDENT WEALTH PARTNERS, LLC 2.26% of their portfolio HOUSTON, TX 220,227220.2k $10.2m $10.2m 2.26% Reduced -23.4k -23,430
3 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 191,343191.3k $8.8m $8.8m 0.01% Added +21.2k +21,180
4 CWM, LLC 0.02% of their portfolio OMAHA, NE 174,186174.2k $8.1m $8.1m 0.02% Reduced -34.1k -34,078
5 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 163,223163.2k $7.6m $7.6m 0.01% Added +34.1k +34,099
6 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 157,182157.2k $7.3m $7.3m 0.00% Added +5.4k +5,443
7 Spectrum Asset Management, Inc. (NB/CA) 2.33% of their portfolio NEWPORT BEACH, CA 142,103142.1k $6.6m $6.6m 2.33% Reduced -2.8k -2,786
8 LifeWealth Investments, LLC 0.99% of their portfolio WINTER GARDEN, FL 139,854139.9k $6.5m $6.5m 0.99% Reduced -1.2k -1,232
9 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 135,244135.2k $6.3m $6.3m 0.00% Reduced -16.7k -16,746
10 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 126,287126.3k $5.9m $5.9m 0.03% Reduced -4.1k -4,108
11 UPTICK PARTNERS, LLC 1.50% of their portfolio NACOGDOCHES, TX 122,825122.8k $5.7m $5.7m 1.50% Reduced -4.9k -4,905
12 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 98,89798.9k $4.6m $4.6m 0.01% Reduced -9.1k -9,086
13 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 93,87493.9k $4.4m $4.4m 0.01% Reduced -11.3k -11,287
14 BEACON FINANCIAL GROUP 0.40% of their portfolio DALLAS, TX 86,57486.6k $4.0m $4.0m 0.40% Reduced -7.7k -7,707
15 HARBOUR INVESTMENTS, INC. 0.08% of their portfolio MADISON, WI 79,65679.7k $3.7m $3.7m 0.08% Reduced -1.6k -1,607
16 Sunbelt Securities, Inc. 0.22% of their portfolio HOUSTON, TX 68,80868.8k $3.2m $3.2m 0.22% Added +62.1k +62,101
17 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 65,07665.1k $3.0m $3.0m 0.00% Added +882 +882
18 SMART Wealth LLC 1.09% of their portfolio Omaha, NE 62,07662.1k $2.9m $2.9m 1.09% Reduced -11.8k -11,784
19 REAP Financial Group, LLC 0.61% of their portfolio AUSTIN, TX 60,46060.5k $2.8m $2.8m 0.61% Added +402 +402
20 Integrated Wealth Concepts LLC 0.02% of their portfolio WALTHAM, MA 59,84659.8k $2.8m $2.8m 0.02% Unchanged
21 FOUNDERS FINANCIAL SECURITIES LLC 0.17% of their portfolio TOWSON, MD 53,72853.7k $2.5m $2.5m 0.17% Added +15.5k +15,536
22 Horizon Investments, LLC 0.03% of their portfolio Charlotte, NC 52,56852.6k $2.4m $2.4m 0.03% Added +15.5k +15,536
23 Camelot Portfolios, LLC 1.43% of their portfolio Maumee, OH 51,88951.9k $2.4m $2.4m 1.43% Reduced -810 -810
24 Spire Wealth Management 0.08% of their portfolio MCLEAN, VA 48,76148.8k $2.3m $2.3m 0.08% Reduced -9.8k -9,800
25 Mariner, LLC 0.00% of their portfolio Overland Park, KS 47,39447.4k $2.2m $2.2m 0.00% Reduced -1.0k -1,010
26 Ritter Daniher Financial Advisory LLC / DE 0.38% of their portfolio CINCINNATI, OH 45,80545.8k $2.1m $2.1m 0.38% New
27 Maia Wealth LLC 0.34% of their portfolio DENVER, CO 43,18643.2k $2.0m $2.0m 0.34% Reduced -2.4k -2,372
28 Mutual Advisors, LLC 0.04% of their portfolio OMAHA, NE 42,69642.7k $2.0m $2.0m 0.04% Unchanged
29 Gerber Kawasaki Wealth & Investment Management 0.07% of their portfolio SANTA MONICA, CA 41,00541.0k $1.9m $1.9m 0.07% Unchanged
30 Tanglewood Legacy Advisors, LLC 0.69% of their portfolio HOUSTON, TX 38,17338.2k $1.8m $1.8m 0.69% Reduced -2.4k -2,389
31 Integrity Financial Corp /WA 0.83% of their portfolio JACKSON, WY 37,28237.3k $1.7m $1.7m 0.83% Reduced -2.5k -2,511
32 Ignite Planners, LLC 0.28% of their portfolio SAN CLEMENTE, CA 37,16637.2k $1.7m $1.7m 0.28% Reduced -762 -762
33 Wood Tarver Financial Group, LLC 0.51% of their portfolio BOISE, ID 36,96937.0k $1.7m $1.7m 0.51% Added +3.0k +3,018
34 B. Riley Wealth Advisors, Inc. 0.08% of their portfolio MEMPHIS, TN 36,87336.9k $1.7m $1.7m 0.08% Reduced -6.4k -6,412
35 SYNOVUS FINANCIAL CORP 0.02% of their portfolio Columbus, GA 32,00432.0k $1.5m $1.5m 0.02% Added +564 +564
36 Keystone Wealth Services, LLC 0.32% of their portfolio PALM DESERT, CA 31,96632.0k $1.5m $1.5m 0.32% Unchanged
37 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 30,89530.9k $1.4m $1.4m 0.00% Reduced -2.3k -2,302
38 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 30,35430.4k $1.4m $1.4m 0.00% Reduced -352 -352
39 KESTRA PRIVATE WEALTH SERVICES, LLC 0.02% of their portfolio AUSTIN, TX 30,22030.2k $1.4m $1.4m 0.02% Reduced -7.8k -7,775
40 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 25,40325.4k $1.2m $1.2m 0.00% Reduced -1.2k -1,157
41 Comprehensive Financial Consultants Institutional, Inc. 0.33% of their portfolio Bloomington, IN 23,02823.0k $1.1m $1.1m 0.33% Reduced -493 -493
42 Farther Finance Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 22,96723.0k $1.1m $1.1m 0.02% Reduced -8.6k -8,605
43 Ameritas Advisory Services, LLC 0.07% of their portfolio Lincoln, NE 22,50722.5k $1.0m $1.0m 0.07% Added +8.3k +8,314
44 Integrated Advisors Network LLC 0.04% of their portfolio DALLAS, TX 21,24221.2k $988.5k $988.5k 0.04% Reduced -18 -18
45 Focus Partners Advisor Solutions, LLC 0.01% of their portfolio SAINT LOUIS, MO 20,79820.8k $977.1k $977.1k 0.01% Added +10.4k +10,399
46 StoneX Group Inc. 0.04% of their portfolio NEW YORK, NY 18,49318.5k $860.6k $860.6k 0.04% Reduced -1.6k -1,583
47 MONEY CONCEPTS CAPITAL CORP 0.05% of their portfolio PALM BEACH GARDENS, FL 18,46518.5k $859.3k $859.3k 0.05% Reduced -1.4k -1,375
48 WEDBUSH SECURITIES INC 0.03% of their portfolio PASADENA, CA 17,92517.9k $834.0k $834.0k 0.03% Reduced -1.2k -1,175
49 Oder Investment Management, LLC 0.59% of their portfolio WOODLAND HILLS, CA 17,69117.7k $823.3k $823.3k 0.59% Added +443 +443
50 CENTAURUS FINANCIAL, INC. 0.04% of their portfolio ANAHEIM, CA 17,55717.6k $817.0k $817.0k 0.04% Unchanged
51 Buck Wealth Strategies, LLC 0.11% of their portfolio DENVER, CO 17,49517.5k $814.2k $814.2k 0.11% Reduced -1 -1
52 OLD MISSION CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 16,15416.2k $751.8k $751.8k 0.03% Reduced -16.9k -16,912
53 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.06% of their portfolio ORLANDO, FL 16,03616.0k $714.7k $714.7k 0.06% Unchanged
54 Madrona Financial Services, LLC 0.16% of their portfolio EVERETT, WA 15,76815.8k $733.8k $733.8k 0.16% Unchanged
55 Advyzon Investment Management, LLC 0.12% of their portfolio LISLE, IL 15,18315.2k $706.6k $706.6k 0.12% Reduced -2.4k -2,420
56 Pinnacle Wealth Planning Services, Inc. 0.08% of their portfolio MANSFIELD, OH 14,93114.9k $694.8k $694.8k 0.08% Unchanged
57 Global Assets Advisory, LLC 0.20% of their portfolio ORLANDO, FL 14,65014.7k $681.8k $681.8k 0.20% New
58 Clear Creek Financial Management, LLC 0.06% of their portfolio SILVERDALE, WA 14,47714.5k $673.7k $673.7k 0.06% Reduced -567 -567
59 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 14,20014.2k $660.8k $660.8k 0.00% Unchanged
60 Lakeridge Wealth Management LLC 0.29% of their portfolio MENTOR, OH 13,92613.9k $648.1k $648.1k 0.29% Unchanged
61 Lunt Capital Management, Inc. 0.24% of their portfolio HOLLADAY, UT 13,76513.8k $640.6k $640.6k 0.24% Unchanged
62 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 13,00813.0k $605.3k $605.3k 0.00% Reduced -10.3k -10,266
63 Sovereign Financial Group, Inc. 0.11% of their portfolio STAMFORD, CT 12,75512.8k $593.6k $593.6k 0.11% Unchanged
64 Walkner Condon Financial Advisors LLC 0.09% of their portfolio MADISON, WI 12,01412.0k $559.1k $559.1k 0.09% Reduced -1.5k -1,538
65 Diversify Advisory Services, LLC 0.02% of their portfolio SANDY, UT 11,92011.9k $559.4k $559.4k 0.02% Reduced -500 -500
66 JOURNEY STRATEGIC WEALTH LLC 0.02% of their portfolio SUMMIT, NJ 11,79111.8k $548.7k $548.7k 0.02% Reduced -1.3k -1,335
67 Apollon Wealth Management, LLC 0.01% of their portfolio MOUNT PLEASANT, SC 11,54011.5k $537.0k $537.0k 0.01% Unchanged
68 Glen Eagle Advisors, LLC 0.07% of their portfolio KINGSTON, NJ 11,52111.5k $536.1k $536.1k 0.07% Added +443 +443
69 1ST SOURCE BANK 0.03% of their portfolio SOUTH BEND, IN 11,49611.5k $535.0k $535.0k 0.03% Unchanged
70 Luken Investment Analytics, LLC 0.21% of their portfolio BRENTWOOD, TN 11,30011.3k $525.9k $525.9k 0.21% Unchanged
71 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 11,01211.0k $512.5k $512.5k 0.01% Reduced -231 -231
72 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 11,00011.0k $511.9k $511.9k 0.00% New
73 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 10,94710.9k $509.4k $509.4k 0.01% New
74 WealthPlan Investment Management, LLC 0.03% of their portfolio OMAHA, NE 10,82810.8k $503.9k $503.9k 0.03% Reduced -285 -285
75 OGOREK ANTHONY JOSEPH /NY/ /ADV 0.14% of their portfolio WILLIAMSVILLE, NY 10,74110.7k $499.0k $499.0k 0.14% Reduced -66 -66
76 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 10,07010.1k $468.6k $468.6k 0.00% Reduced -30.3k -30,300
77 INSIGNEO ADVISORY SERVICES, LLC 0.03% of their portfolio MIAMI, FL 10,05010.1k $467.7k $467.7k 0.03% Reduced -2.7k -2,700
78 Onyx Bridge Wealth Group LLC 0.05% of their portfolio TARRYTOWN, NY 10,02810.0k $466.7k $466.7k 0.05% Reduced -333 -333
79 JIM SAULNIER & ASSOCIATES, LLC 0.26% of their portfolio FORT COLLINS, CO 10,01410.0k $466.0k $466.0k 0.26% Unchanged
80 Strategic Blueprint, LLC 0.02% of their portfolio ATLANTA, GA 9,0319.0k $420.3k $420.3k 0.02% Unchanged
81 BRASS TAX WEALTH MANAGEMENT, INC 0.07% of their portfolio CINCINNATI, OH 8,5278.5k $396.8k $396.8k 0.07% Reduced -312 -312
82 McKinley Carter Wealth Services, Inc. 0.02% of their portfolio WHEELING, WV 8,0478.0k $374.5k $374.5k 0.02% Unchanged
83 Triumph Capital Management 0.10% of their portfolio DENVER, CO 7,9017.9k $367.7k $367.7k 0.10% Reduced -19.7k -19,744
84 Csenge Advisory Group 0.02% of their portfolio CLEARWATER, FL 7,8547.9k $365.5k $365.5k 0.02% Unchanged
85 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 7,7317.7k $359.8k $359.8k 0.00% Added +345 +345
86 Castleview Partners, LLC 0.19% of their portfolio DALLAS, TX 7,3707.4k $343.0k $343.0k 0.19% Unchanged
87 Focus Financial Network, Inc. 0.01% of their portfolio MINNEAPOLIS, MN 7,1537.2k $332.9k $332.9k 0.01% Reduced -5.8k -5,829
88 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 7,1497.1k $332.7k $332.7k 0.00% New
89 WINNACLE WEALTH LLC 0.25% of their portfolio WACO, TX 6,8686.9k $322.8k $322.8k 0.25% New
90 Optivise Advisory Services LLC 0.19% of their portfolio FRANKLIN, TN 6,8516.9k $318.8k $318.8k 0.19% Reduced -4 -4
91 Columbus Macro, LLC 0.04% of their portfolio NEW CASTLE, PA 6,8226.8k $317.5k $317.5k 0.04% Reduced -2.6k -2,591
92 Kovack Advisors, Inc. 0.03% of their portfolio FT. LAUDERDALE, FL 6,8026.8k $316.5k $316.5k 0.03% Added +287 +287
93 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.00% of their portfolio IRVING, TX 6,5006.5k $302.5k $302.5k 0.00% Reduced -1.2k -1,200
94 SAX WEALTH ADVISORS, LLC 0.02% of their portfolio PARSIPPANY, NJ 6,3586.4k $295.9k $295.9k 0.02% Unchanged
95 ARBOR CAPITAL MANAGEMENT INC /ADV 0.23% of their portfolio ANCHORAGE, AK 6,0706.1k $282.6k $282.6k 0.23% Added +344 +344
96 Arrowroot Family Office, LLC 0.12% of their portfolio MARINA DEL REY, CA 6,0546.1k $281.7k $281.7k 0.12% Unchanged
97 Per Stirling Capital Management, LLC. 0.03% of their portfolio AUSTIN, TX 6,0356.0k $280.8k $280.8k 0.03% Reduced -14 -14
98 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 5,9445.9k $276.6k $276.6k 0.00% Added +212 +212
99 CFC Planning Co LLC 0.23% of their portfolio CICERO, IN 5,9225.9k $275.6k $275.6k 0.23% Reduced -11 -11
100 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 5,7975.8k $269.8k $269.8k 0.01% Reduced -114 -114