Vault-13

FIRST TR EXCHNG TRADED FD VI DAUG

FT VEST U.S. · ETP · CUSIP 33740F854

89 institutional holders +4 vs Q4 2022
11,100,90811.1m shares reported held*
$357.2mreported value*
13 new 30 added 30 reduced 7 sold out net bought ≈ $147.5m (+4.6m 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. Holder counts are more reliable. Implied quarter-end price ≈ $32.18.

Trends to Q1 2023

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 69Q4 22: 85Q1 23: 8989Q3 22Q4 22Q1 23
Numbers
QuarterHolders
Q3 202269
Q4 202285
Q1 202389

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q4 22: 48 bought or addedQ4 22: 23 cut or sold outQ4 22Q1 23: 43 bought or addedQ1 23: 37 cut or sold outQ1 23
Numbers
QuarterBought or addedCut or sold out
Q4 20224823
Q1 20234337

Biggest buyers

Advance Capital Management, Inc. New +1,710,832+1.7m
Summit Financial Wealth Advisors, LLC New +1,382,245+1.4m
COMMONWEALTH EQUITY SERVICES, LLC Added +837,776+837.8k
OSAIC HOLDINGS, INC. Added +309,220+309.2k
AE Wealth Management LLC Added +258,007+258.0k
Brookstone Capital Management New +130,949+130.9k
Truadvice, LLC Added +79,618+79.6k
Cambridge Investment Research Advisors, Inc. Added +77,070+77.1k
WINTRUST INVESTMENTS LLC New +68,166+68.2k
CreativeOne Wealth, LLC New +65,953+66.0k

Biggest sellers

ENVESTNET ASSET MANAGEMENT INC Reduced -446,752-446.8k
Janney Montgomery Scott LLC Reduced -144,739-144.7k
Kestra Advisory Services, LLC Reduced -48,014-48.0k
Cetera Advisor Networks LLC Reduced -33,498-33.5k
WealthPlan Investment Management, LLC Reduced -17,875-17.9k
Sigma Planning Corp Sold out -17,403-17.4k
Spire Wealth Management Reduced -16,394-16.4k
SlateStone Wealth, LLC Reduced -10,221-10.2k
L.M. KOHN & COMPANY Sold out -7,102-7.1k
Ameritas Advisory Services, LLC Reduced -6,663-6.7k

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

Holders, Q1 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OSAIC HOLDINGS, INC. 0.10% of their portfolio SCOTTSDALE, AZ 1,715,4011.7m $55.1m $55.1m 0.10% Added +309.2k +309,220
2 Advance Capital Management, Inc. 9.78% of their portfolio SOUTHFIELD, MI 1,710,8321.7m $55.0m $55.0m 9.78% New
3 Summit Financial Wealth Advisors, LLC 10.53% of their portfolio Lafayette, LA 1,382,2451.4m $44.4m $44.4m 10.53% New
4 COMMONWEALTH EQUITY SERVICES, LLC 0.09% of their portfolio WALTHAM, MA 1,260,6481.3m $40.5m $40.5m 0.09% Added +837.8k +837,776
5 Cetera Advisor Networks LLC 0.10% of their portfolio EL SEGUNDO, CA 430,637430.6k $13.8m $13.8m 0.10% Reduced -33.5k -33,498
6 AE Wealth Management LLC 0.08% of their portfolio TOPEKA, KS 394,397394.4k $12.7m $12.7m 0.08% Added +258.0k +258,007
7 Hartford Financial Management Inc. 2.67% of their portfolio WEST HARTFORD, CT 321,134321.1k $10.3m $10.3m 2.67% Added +35.4k +35,376
8 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 320,602320.6k $10.3m $10.3m 0.02% Reduced -4.6k -4,645
9 Cambridge Investment Research Advisors, Inc. 0.04% of their portfolio FAIRFIELD, IA 249,864249.9k $8.0m $8.0m 0.04% Added +77.1k +77,070
10 BEACON FINANCIAL GROUP 1.14% of their portfolio DALLAS, TX 224,898224.9k $8.2m $8.2m 1.14% Reduced -875 -875
11 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 202,636202.6k $6.5m $6.5m 0.00% Reduced -446.8k -446,752
12 IFP Advisors, Inc 0.26% of their portfolio TAMPA, FL 199,301199.3k $6.0m $6.0m 0.26% Reduced -2.9k -2,941
13 Prosperity Consulting Group, LLC 3.37% of their portfolio OWINGS MILLS, MD 166,118166.1k $5.3m $5.3m 3.37% Reduced -2.1k -2,099
14 Cetera Investment Advisers 0.05% of their portfolio SCHAUMBURG, IL 161,766161.8k $5.2m $5.2m 0.05% Added +34.5k +34,498
15 Brookstone Capital Management 0.08% of their portfolio WHEATON, IL 130,949130.9k $4.2m $4.2m 0.08% New
16 Clear Creek Financial Management, LLC 0.60% of their portfolio SILVERDALE, WA 98,68598.7k $3.2m $3.2m 0.60% Added +27.8k +27,831
17 Atria Investments, Inc 0.06% of their portfolio Charlotte, NC 95,63895.6k $3.1m $3.1m 0.06% Added +4.9k +4,942
18 Truadvice, LLC 1.21% of their portfolio SARASOTA, FL 94,17994.2k $3.0m $3.0m 1.21% Added +79.6k +79,618
19 Mariner, LLC 0.01% of their portfolio Overland Park, KS 93,18593.2k $3.0m $3.0m 0.01% Added +1.1k +1,051
20 SlateStone Wealth, LLC 0.60% of their portfolio JUPITER, FL 89,91789.9k $2.9m $2.9m 0.60% Reduced -10.2k -10,221
21 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 84,75984.8k $2.7m $2.7m 0.01% Added +17.0k +16,992
22 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 77,29877.3k $2.5m $2.5m 0.00% Added +23.1k +23,074
23 CWM, LLC 0.02% of their portfolio OMAHA, NE 76,24676.2k $2.4m $2.4m 0.02% Unchanged
24 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 74,06774.1k $2.4m $2.4m 0.00% Reduced -4.5k -4,508
25 Pinnacle Wealth Planning Services, Inc. 0.37% of their portfolio MANSFIELD, OH 69,00069.0k $2.2m $2.2m 0.37% Added +2.5k +2,500
26 WINTRUST INVESTMENTS LLC 0.30% of their portfolio CHICAGO, IL 68,16668.2k $2.2m $2.2m 0.30% New
27 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 67,88367.9k $2.2m $2.2m 0.02% Reduced -48.0k -48,014
28 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 67,01967.0k $2.2m $2.2m 0.01% Reduced -144.7k -144,739
29 CreativeOne Wealth, LLC 0.10% of their portfolio OVERLAND PARK, KS 65,95366.0k $2.1m $2.1m 0.10% New
30 B. Riley Wealth Advisors, Inc. 0.05% of their portfolio MEMPHIS, TN 63,14063.1k $2.0m $2.0m 0.05% Added +11.9k +11,865
31 Mutual Advisors, LLC 0.08% of their portfolio OMAHA, NE 59,81359.8k $1.9m $1.9m 0.08% Reduced -4.6k -4,578
32 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 53,36853.4k $1.7m $1.7m 0.00% Added +45.3k +45,263
33 Cetera Advisors LLC 0.03% of their portfolio DENVER, CO 50,59050.6k $1.6m $1.6m 0.03% Added +4.8k +4,776
34 Camelot Portfolios, LLC 1.07% of their portfolio Maumee, OH 47,88747.9k $1.5m $1.5m 1.07% Reduced -695 -695
35 Ignite Planners, LLC 0.63% of their portfolio SAN CLEMENTE, CA 47,87947.9k $1.5m $1.5m 0.63% Added +36.2k +36,196
36 OLD MISSION CAPITAL LLC 0.05% of their portfolio CHICAGO, IL 46,61146.6k $1.5m $1.5m 0.05% Added +38.9k +38,863
37 Sage Capital Advisors,llc 0.54% of their portfolio SIOUX FALLS, SD 44,21644.2k $1.4m $1.4m 0.54% Added +25.4k +25,422
38 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 43,69543.7k $1.4m $1.4m 0.02% Added +12.1k +12,077
39 TOWNSQUARE CAPITAL LLC 0.03% of their portfolio Lehi, UT 39,05339.1k $1.3m $1.3m 0.03% New
40 HARBOUR INVESTMENTS, INC. 0.06% of their portfolio MADISON, WI 33,83733.8k $1.1m $1.1m 0.06% Reduced -2.2k -2,250
41 TriaGen Wealth Management LLC 0.53% of their portfolio Calabasas, CA 32,58332.6k $1.0m $1.0m 0.53% Added +4.5k +4,468
42 Ameritas Advisory Services, LLC 0.05% of their portfolio Lincoln, NE 32,35132.4k $1.0m $1.0m 0.05% Reduced -6.7k -6,663
43 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.08% of their portfolio BIRMINGHAM, AL 32,16532.2k $1.0m $1.0m 0.08% Added +30.9k +30,948
44 SageView Advisory Group, LLC 0.06% of their portfolio Newport Beach, CA 27,72427.7k $890.5k $890.5k 0.06% Added +3.7k +3,718
45 StoneX Group Inc. 0.09% of their portfolio NEW YORK, NY 26,71926.7k $858.2k $858.2k 0.09% Reduced -2.1k -2,086
46 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 25,16225.2k $808.2k $808.2k 0.01% Added +8.3k +8,317
47 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 25,04725.0k $804.5k $804.5k 0.01% Unchanged
48 Integrated Advisors Network LLC 0.05% of their portfolio DALLAS, TX 24,96625.0k $801.9k $801.9k 0.05% Reduced -1.4k -1,371
49 WEALTHSOURCE PARTNERS, LLC 0.05% of their portfolio SAN LUIS OBISPO, CA 22,94022.9k $736.8k $736.8k 0.05% Reduced -330 -330
50 KESTRA PRIVATE WEALTH SERVICES, LLC 0.03% of their portfolio AUSTIN, TX 20,65920.7k $663.6k $663.6k 0.03% Added +12.3k +12,294
51 Strategic Blueprint, LLC 0.07% of their portfolio ATLANTA, GA 19,73719.7k $634.0k $634.0k 0.07% Reduced -215 -215
52 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 19,09019.1k $613.0k $613.0k 0.00% Unchanged
53 WealthPLAN Partners, LLC 0.07% of their portfolio OMAHA, NE 17,95318.0k $576.6k $576.6k 0.07% Reduced -3.0k -3,031
54 Capital Asset Advisory Services LLC 0.04% of their portfolio Williamston, MI 17,30717.3k $555.9k $555.9k 0.04% Reduced -932 -932
55 Cypress Wealth Services, LLC 0.16% of their portfolio PALM DESERT, CA 16,55716.6k $531.8k $531.8k 0.16% Unchanged
56 Jaffetilchin Investment Partners, LLC 0.06% of their portfolio TAMPA, FL 15,88515.9k $510.2k $510.2k 0.06% Reduced -1.5k -1,518
57 Sunbelt Securities, Inc. 0.08% of their portfolio HOUSTON, TX 15,81615.8k $502.9k $502.9k 0.08% Reduced -200 -200
58 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 15,59615.6k $501.0k $501.0k 0.00% New
59 Ifrah Financial Services, Inc. 0.14% of their portfolio Little Rock, AR 13,86313.9k $445.3k $445.3k 0.14% New
60 ARBOR CAPITAL MANAGEMENT INC /ADV 0.35% of their portfolio ANCHORAGE, AK 13,29713.3k $427.5k $427.5k 0.35% Reduced -120 -120
61 FSB PREMIER WEALTH MANAGEMENT, INC. 0.21% of their portfolio WATERLOO, IA 11,64811.6k $374.1k $374.1k 0.21% Unchanged
62 Meridian Wealth Management, LLC 0.03% of their portfolio LEXINGTON, KY 11,14011.1k $357.8k $357.8k 0.03% Reduced -1.2k -1,235
63 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 9,8179.8k $315.3k $315.3k 0.01% Unchanged
64 LINCOLN NATIONAL CORP 0.01% of their portfolio RADNOR, PA 8,7508.8k $281.1k $281.1k 0.01% Unchanged
65 WMG Financial Advisors, LLC 0.22% of their portfolio Knoxville, TN 8,3048.3k $266.7k $266.7k 0.22% Unchanged
66 Delta Investment Management, LLC 0.08% of their portfolio SAN FRANCISCO, CA 8,2368.2k $264.5k $264.5k 0.08% Unchanged
67 Integrity Financial Corp /WA 0.22% of their portfolio JACKSON, WY 8,1448.1k $261.6k $261.6k 0.22% Unchanged
68 Old Port Advisors 0.09% of their portfolio PORTLAND, ME 8,0438.0k $258.6k $258.6k 0.09% Unchanged
69 Corus Family Wealth Advisors 0.22% of their portfolio MCKINNEY, TX 7,7767.8k $249.8k $249.8k 0.22% New
70 SILVER OAK SECURITIES, INCORPORATED 0.04% of their portfolio JACKSON, TN 7,7477.7k $249.0k $249.0k 0.04% Reduced -201 -201
71 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 7,1407.1k $229.0k $229.0k 0.01% Added +40 +40
72 Spire Wealth Management 0.01% of their portfolio MCLEAN, VA 7,1247.1k $228.8k $228.8k 0.01% Reduced -16.4k -16,394
73 INDEPENDENT FINANCIAL GROUP, LLC 0.02% of their portfolio SAN DIEGO, CA 6,8396.8k $219.7k $219.7k 0.02% Added +179 +179
74 TWO SIGMA SECURITIES, LLC 0.02% of their portfolio NEW YORK, NY 6,3816.4k $205.0k $205.0k 0.02% New
75 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 5,0505.0k $162.0k $162.0k 0.01% Added +1.8k +1,845
76 Tanglewood Legacy Advisors, LLC 0.09% of their portfolio HOUSTON, TX 4,3194.3k $138.7k $138.7k 0.09% Reduced -1.0k -1,027
77 WealthPlan Investment Management, LLC 0.02% of their portfolio OMAHA, NE 3,1093.1k $99.8k $99.8k 0.02% Reduced -17.9k -17,875
78 Avior Wealth Management, LLC 0.00% of their portfolio OMAHA, NE 2,1512.2k $69.1k $69.1k 0.00% New
79 Capital Investment Advisory Services, LLC 0.01% of their portfolio RALEIGH, NC 2,0002.0k $64.2k $64.2k 0.01% Unchanged
80 EPG Wealth Management LLC 0.02% of their portfolio ATLANTA, GA 2,0002.0k $64.2k $64.2k 0.02% Unchanged
81 Larson Financial Group LLC 0.01% of their portfolio ST LOUIS, MO 1,7661.8k $56.7k $56.7k 0.01% Added +396 +396
82 MTM Investment Management, LLC 0.02% of their portfolio SPARTANBURG, SC 1,0001.0k $32.1k $32.1k 0.02% Unchanged
83 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 850850 $27.3k $27.3k 0.00% Added +79 +79
84 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 750750 $24.1k $24.1k 0.00% Reduced -50 -50
85 AlphaMark Advisors, LLC 0.01% of their portfolio FT. WRIGHT, KY 630630 $20.0k $20.0k 0.01% Reduced -500 -500
86 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 615615 $19.8k $19.8k 0.00% New
87 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 250250 $8.0k $8.0k 0.00% Unchanged
88 HHM Wealth Advisors, LLC 0.00% of their portfolio CHATTANOOGA, TN 230230 $7.4k $7.4k 0.00% Unchanged
89 Gradient Investments LLC 0.00% of their portfolio ARDEN HILLS, MN 170170 $5.5k $5.5k 0.00% New