Vault-13

FIRST TR EXCHNG TRADED FD VI DAUG

FT VEST U.S. · ETP · CUSIP 33740F854

85 institutional holders +16 vs Q3 2022
6,519,6956.5m shares reported held*
$203.8mreported value*
20 new 28 added 18 reduced 5 sold out net bought ≈ $86.2m (+2.7m 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 ≈ $31.27.

Trends to Q4 2022

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 69Q4 22: 8585Q3 22Q4 22
Numbers
QuarterHolders
Q3 202269
Q4 202285

Biggest buyers

OSAIC HOLDINGS, INC. Added +1,275,334+1.3m
HighTower Advisors, LLC New +325,247+325.2k
Cetera Advisor Networks LLC Added +298,089+298.1k
Hartford Financial Management Inc. New +285,758+285.8k
IFP Advisors, Inc Added +185,782+185.8k
Cambridge Investment Research Advisors, Inc. Added +121,212+121.2k
COMMONWEALTH EQUITY SERVICES, LLC Added +109,750+109.8k
SlateStone Wealth, LLC New +100,138+100.1k
Kestra Advisory Services, LLC Added +86,442+86.4k
Pinnacle Wealth Planning Services, Inc. New +66,500+66.5k

Biggest sellers

BEACON FINANCIAL GROUP Reduced -214,511-214.5k
ENVESTNET ASSET MANAGEMENT INC Reduced -89,991-90.0k
Cetera Advisors LLC Reduced -75,405-75.4k
JANE STREET GROUP, LLC Sold out -56,895-56.9k
OLD MISSION CAPITAL LLC Reduced -39,978-40.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -21,810-21.8k
WOLVERINE TRADING, LLC Sold out -19,523-19.5k
B. Riley Wealth Advisors, Inc. Reduced -18,396-18.4k
Kingsview Wealth Management, LLC Sold out -9,881-9.9k
MML INVESTORS SERVICES, LLC Sold out -7,415-7.4k

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 -3.2 pts · filed 2026-10-22 40.5% -3.2 pts 3.7m≈ $175.0m 2026-10-22

Holders, Q4 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OSAIC HOLDINGS, INC. 0.09% of their portfolio SCOTTSDALE, AZ 1,406,1811.4m $43.8m $43.8m 0.09% Added +1.3m +1,275,334
2 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 649,388649.4k $20.2m $20.2m 0.01% Reduced -90.0k -89,991
3 Cetera Advisor Networks LLC 0.12% of their portfolio EL SEGUNDO, CA 464,135464.1k $14.4m $14.4m 0.12% Added +298.1k +298,089
4 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 422,872422.9k $13.2m $13.2m 0.03% Added +109.8k +109,750
5 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 325,247325.2k $10.1m $10.1m 0.02% New
6 Hartford Financial Management Inc. 2.35% of their portfolio WEST HARTFORD, CT 285,758285.8k $8.9m $8.9m 2.35% New
7 BEACON FINANCIAL GROUP 1.07% of their portfolio DALLAS, TX 225,773225.8k $7.8m $7.8m 1.07% Reduced -214.5k -214,511
8 Janney Montgomery Scott LLC 0.03% of their portfolio PHILADELPHIA, PA 211,758211.8k $6.6m $6.6m 0.03% Added +60.1k +60,072
9 IFP Advisors, Inc 0.16% of their portfolio TAMPA, FL 202,242202.2k $6.1m $6.1m 0.16% Added +185.8k +185,782
10 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 172,794172.8k $5.4m $5.4m 0.03% Added +121.2k +121,212
11 Prosperity Consulting Group, LLC 3.49% of their portfolio OWINGS MILLS, MD 168,217168.2k $5.2m $5.2m 3.49% Reduced -424 -424
12 AE Wealth Management LLC 0.03% of their portfolio TOPEKA, KS 136,390136.4k $4.2m $4.2m 0.03% Added +59.4k +59,368
13 Cetera Investment Advisers 0.04% of their portfolio SCHAUMBURG, IL 127,268127.3k $4.0m $4.0m 0.04% Added +17.5k +17,514
14 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 115,897115.9k $3.6m $3.6m 0.03% Added +86.4k +86,442
15 SlateStone Wealth, LLC 0.75% of their portfolio JUPITER, FL 100,138100.1k $3.1m $3.1m 0.75% New
16 Mariner, LLC 0.01% of their portfolio Overland Park, KS 92,13492.1k $2.9m $2.9m 0.01% Reduced -2.7k -2,673
17 Atria Investments, Inc 0.06% of their portfolio Charlotte, NC 90,69690.7k $2.8m $2.8m 0.06% Reduced -4.8k -4,814
18 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 78,57578.6k $2.4m $2.4m 0.00% Added +36.3k +36,322
19 CWM, LLC 0.02% of their portfolio OMAHA, NE 76,24676.2k $2.4m $2.4m 0.02% Added +18.0k +18,043
20 Clear Creek Financial Management, LLC 0.48% of their portfolio SILVERDALE, WA 70,85470.9k $2.2m $2.2m 0.48% Added +662 +662
21 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 67,76767.8k $2.1m $2.1m 0.00% Added +29.5k +29,483
22 Pinnacle Wealth Planning Services, Inc. 0.37% of their portfolio MANSFIELD, OH 66,50066.5k $2.1m $2.1m 0.37% New
23 Mutual Advisors, LLC 0.09% of their portfolio OMAHA, NE 64,39164.4k $2.0m $2.0m 0.09% Reduced -2.4k -2,405
24 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 54,22454.2k $1.7m $1.7m 0.00% New
25 B. Riley Wealth Advisors, Inc. 0.04% of their portfolio MEMPHIS, TN 51,27551.3k $1.6m $1.6m 0.04% Reduced -18.4k -18,396
26 Camelot Portfolios, LLC 1.12% of their portfolio Maumee, OH 48,58248.6k $1.5m $1.5m 1.12% Added +22.2k +22,211
27 Cetera Advisors LLC 0.03% of their portfolio DENVER, CO 45,81445.8k $1.4m $1.4m 0.03% Reduced -75.4k -75,405
28 Ameritas Advisory Services, LLC 0.06% of their portfolio Lincoln, NE 39,01439.0k $1.2m $1.2m 0.06% Added +9.0k +9,042
29 HARBOUR INVESTMENTS, INC. 0.07% of their portfolio MADISON, WI 36,08736.1k $1.1m $1.1m 0.07% Added +10.6k +10,594
30 NewEdge Advisors, LLC 0.03% of their portfolio NEW ORLEANS, LA 31,61831.6k $984.0k $984.0k 0.03% Added +23.1k +23,113
31 StoneX Group Inc. 0.11% of their portfolio NEW YORK, NY 28,80528.8k $896.4k $896.4k 0.11% Added +2.6k +2,555
32 TriaGen Wealth Management LLC 0.49% of their portfolio Calabasas, CA 28,11528.1k $874.9k $874.9k 0.49% Added +1.5k +1,462
33 Integrated Advisors Network LLC 0.05% of their portfolio DALLAS, TX 26,33726.3k $819.6k $819.6k 0.05% Reduced -417 -417
34 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 25,04725.0k $779.5k $779.5k 0.01% Reduced -400 -400
35 SageView Advisory Group, LLC 0.06% of their portfolio Newport Beach, CA 24,00624.0k $747.1k $747.1k 0.06% First filing
36 Spire Wealth Management 0.04% of their portfolio MCLEAN, VA 23,51823.5k $732.0k $732.0k 0.04% Added +401 +401
37 WEALTHSOURCE PARTNERS, LLC 0.05% of their portfolio SAN LUIS OBISPO, CA 23,27023.3k $724.2k $724.2k 0.05% Added +3.6k +3,578
38 WealthPLAN Partners, LLC 0.05% of their portfolio OMAHA, NE 20,98421.0k $678.6k $678.6k 0.05% First filing
39 WealthPlan Investment Management, LLC 0.05% of their portfolio OMAHA, NE 20,98421.0k $677.6k $677.6k 0.05% Reduced -76 -76
40 Strategic Blueprint, LLC 0.07% of their portfolio ATLANTA, GA 19,95220.0k $620.9k $620.9k 0.07% Added +442 +442
41 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 19,09019.1k $594.0k $594.0k 0.00% Reduced -650 -650
42 Sage Capital Advisors,llc 0.26% of their portfolio SIOUX FALLS, SD 18,79418.8k $584.9k $584.9k 0.26% Reduced -500 -500
43 Capital Asset Advisory Services LLC 0.05% of their portfolio Williamston, MI 18,23918.2k $567.6k $567.6k 0.05% New
44 Jaffetilchin Investment Partners, LLC 0.07% of their portfolio TAMPA, FL 17,40317.4k $541.6k $541.6k 0.07% New
45 Sigma Planning Corp 0.02% of their portfolio ANN ARBOR, MI 17,40317.4k $541.6k $541.6k 0.02% Added +1.2k +1,212
46 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 16,84516.8k $524.2k $524.2k 0.01% Added +8.7k +8,728
47 Cypress Wealth Services, LLC 0.17% of their portfolio PALM DESERT, CA 16,55716.6k $515.3k $515.3k 0.17% Unchanged
48 Sunbelt Securities, Inc. 0.10% of their portfolio HOUSTON, TX 16,01616.0k $498.4k $498.4k 0.10% Unchanged
49 Truadvice, LLC 0.24% of their portfolio SARASOTA, FL 14,56114.6k $460.1k $460.1k 0.24% Reduced -23 -23
50 ARBOR CAPITAL MANAGEMENT INC /ADV 0.37% of their portfolio ANCHORAGE, AK 13,41713.4k $415.4k $415.4k 0.37% Unchanged
51 Meridian Wealth Management, LLC 0.04% of their portfolio LEXINGTON, KY 12,37512.4k $385.1k $385.1k 0.04% Reduced -3.5k -3,519
52 CoreCap Advisors, LLC 0.03% of their portfolio SOUTHFIELD, MI 11,84611.8k $368.6k $368.6k 0.03% Reduced -157 -157
53 Ignite Planners, LLC 0.28% of their portfolio SAN CLEMENTE, CA 11,68311.7k $662.8k $662.8k 0.28% New
54 FSB PREMIER WEALTH MANAGEMENT, INC. 0.20% of their portfolio WATERLOO, IA 11,64811.6k $362.5k $362.5k 0.20% New
55 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 9,8179.8k $305.5k $305.5k 0.01% Reduced -223 -223
56 LINCOLN NATIONAL CORP 0.01% of their portfolio RADNOR, PA 8,7508.8k $272.3k $272.3k 0.01% Unchanged
57 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 8,3658.4k $260.3k $260.3k 0.01% New
58 WMG Financial Advisors, LLC 0.22% of their portfolio Knoxville, TN 8,3048.3k $258.4k $258.4k 0.22% Unchanged
59 Delta Investment Management, LLC 0.08% of their portfolio SAN FRANCISCO, CA 8,2368.2k $256.3k $256.3k 0.08% Unchanged
60 Integrity Financial Corp /WA 0.24% of their portfolio JACKSON, WY 8,1448.1k $253.4k $253.4k 0.24% Added +3.4k +3,429
61 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 8,1058.1k $252.2k $252.2k 0.00% New
62 Old Port Advisors 0.09% of their portfolio PORTLAND, ME 8,0438.0k $250.3k $250.3k 0.09% Unchanged
63 SILVER OAK SECURITIES, INCORPORATED 0.05% of their portfolio JACKSON, TN 7,9487.9k $247.0k $247.0k 0.05% Added +667 +667
64 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 7,7487.7k $241.1k $241.1k 0.01% Reduced -40.0k -39,978
65 S.C. Financial Services, Inc. 0.36% of their portfolio SCOTTSDALE, AZ 7,5157.5k $233.9k $233.9k 0.36% New
66 L.M. KOHN & COMPANY 0.10% of their portfolio CINCINNATI, OH 7,1027.1k $221.0k $221.0k 0.10% Added +348 +348
67 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 7,1007.1k $221.0k $221.0k 0.01% Unchanged
68 INDEPENDENT FINANCIAL GROUP, LLC 0.02% of their portfolio SAN DIEGO, CA 6,6606.7k $207.3k $207.3k 0.02% New
69 Tanglewood Legacy Advisors, LLC 0.12% of their portfolio HOUSTON, TX 5,3465.3k $166.4k $166.4k 0.12% First filing
70 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 3,2053.2k $100.0k $100.0k 0.01% New
71 Capital Investment Advisory Services, LLC 0.01% of their portfolio RALEIGH, NC 2,0002.0k $62.2k $62.2k 0.01% Unchanged
72 EPG Wealth Management LLC 0.02% of their portfolio ATLANTA, GA 2,0002.0k $62.2k $62.2k 0.02% Unchanged
73 Archer Investment Corp 0.02% of their portfolio Carmel, IN 1,6871.7k $52.5k $52.5k 0.02% Unchanged
74 MONEY CONCEPTS CAPITAL CORP 0.00% of their portfolio PALM BEACH GARDENS, FL 1,6431.6k $51.1k $51.1k 0.00% New
75 Larson Financial Group LLC 0.01% of their portfolio ST LOUIS, MO 1,3701.4k $42.6k $42.6k 0.01% Unchanged
76 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 1,2171.2k $37.9k $37.9k 0.00% Unchanged
77 AlphaMark Advisors, LLC 0.02% of their portfolio FT. WRIGHT, KY 1,1301.1k $35.0k $35.0k 0.02% Unchanged
78 MTM Investment Management, LLC 0.02% of their portfolio SPARTANBURG, SC 1,0001.0k $31.1k $31.1k 0.02% Unchanged
79 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 800800 $24.9k $24.9k 0.00% Added +500 +500
80 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 771771 $24.0k $24.0k 0.00% New
81 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 250250 $7.8k $7.8k 0.00% New
82 HHM Wealth Advisors, LLC 0.00% of their portfolio CHATTANOOGA, TN 230230 $7.2k $7.2k 0.00% Unchanged
83 Accurate Wealth Management, LLC 0.00% of their portfolio WESLEY CHAPEL, FL 200200 $6.3k $6.3k 0.00% New
84 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.00% of their portfolio RICHMOND, VA 163163 $5.1k $5.1k 0.00% New
85 Asset Dedication, LLC 0.00% of their portfolio SAN FRANCISCO, CA 116116 $3.0k $3.0k 0.00% New