Vault-13

FIRST TR EXCHNG TRADED FD VI DAUG

FT VEST U.S. · ETP · CUSIP 33740F854

92 institutional holders +3 vs Q1 2023
8,729,0298.7m shares reported held*
$296.1mreported value*
13 new 27 added 39 reduced 9 sold out net sold ≈ $80.4m (-2.4m 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 ≈ $33.92.

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 69Q4 22: 85Q1 23: 89Q2 23: 9292Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 202269
Q4 202285
Q1 202389
Q2 202392

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 23Q2 23: 40 bought or addedQ2 23: 48 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 20224823
Q1 20234337
Q2 20234048

Biggest buyers

AE Wealth Management LLC Added +231,053+231.1k
IFP Advisors, Inc Added +175,287+175.3k
Triumph Capital Management New +127,692+127.7k
Janney Montgomery Scott LLC Added +120,618+120.6k
Cambridge Investment Research Advisors, Inc. Added +101,718+101.7k
JANE STREET GROUP, LLC New +86,941+86.9k
CreativeOne Wealth, LLC Added +79,471+79.5k
Raymond James Financial Services Advisors, Inc. Added +59,587+59.6k
LPL Financial LLC Added +46,541+46.5k
OLD MISSION CAPITAL LLC Added +44,114+44.1k

Biggest sellers

Advance Capital Management, Inc. Reduced -1,627,836-1.6m
Summit Financial Wealth Advisors, LLC Reduced -1,374,388-1.4m
OSAIC HOLDINGS, INC. Reduced -172,685-172.7k
BEACON FINANCIAL GROUP Reduced -93,664-93.7k
WINTRUST INVESTMENTS LLC Sold out -68,166-68.2k
B. Riley Wealth Advisors, Inc. Reduced -47,015-47.0k
WEALTHSOURCE PARTNERS, LLC Sold out -22,940-22.9k
Cetera Advisor Networks LLC Reduced -20,287-20.3k
Pinnacle Wealth Planning Services, Inc. Reduced -20,218-20.2k
ENVESTNET ASSET MANAGEMENT INC Reduced -18,509-18.5k

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, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OSAIC HOLDINGS, INC. 0.09% of their portfolio SCOTTSDALE, AZ 1,542,7161.5m $52.3m $52.3m 0.09% Reduced -172.7k -172,685
2 COMMONWEALTH EQUITY SERVICES, LLC 0.09% of their portfolio WALTHAM, MA 1,273,2881.3m $43.3m $43.3m 0.09% Added +12.6k +12,640
3 AE Wealth Management LLC 0.13% of their portfolio TOPEKA, KS 625,450625.5k $21.3m $21.3m 0.13% Added +231.1k +231,053
4 Cetera Advisor Networks LLC 0.10% of their portfolio EL SEGUNDO, CA 410,350410.4k $14.0m $14.0m 0.10% Reduced -20.3k -20,287
5 IFP Advisors, Inc 0.26% of their portfolio TAMPA, FL 374,588374.6k $12.0m $12.0m 0.26% Added +175.3k +175,287
6 Cambridge Investment Research Advisors, Inc. 0.05% of their portfolio FAIRFIELD, IA 351,582351.6k $12.0m $12.0m 0.05% Added +101.7k +101,718
7 Hartford Financial Management Inc. 2.79% of their portfolio WEST HARTFORD, CT 332,232332.2k $11.3m $11.3m 2.79% Added +11.1k +11,098
8 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 313,673313.7k $10.7m $10.7m 0.02% Reduced -6.9k -6,929
9 Janney Montgomery Scott LLC 0.02% of their portfolio PHILADELPHIA, PA 187,637187.6k $6.4m $6.4m 0.02% Added +120.6k +120,618
10 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 184,127184.1k $6.3m $6.3m 0.00% Reduced -18.5k -18,509
11 Prosperity Consulting Group, LLC 3.38% of their portfolio OWINGS MILLS, MD 161,538161.5k $5.5m $5.5m 3.38% Reduced -4.6k -4,580
12 Cetera Investment Advisers 0.04% of their portfolio SCHAUMBURG, IL 153,599153.6k $5.2m $5.2m 0.04% Reduced -8.2k -8,167
13 CreativeOne Wealth, LLC 0.12% of their portfolio OVERLAND PARK, KS 145,424145.4k $4.9m $4.9m 0.12% Added +79.5k +79,471
14 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 144,346144.3k $4.9m $4.9m 0.01% Added +59.6k +59,587
15 BEACON FINANCIAL GROUP 0.63% of their portfolio DALLAS, TX 131,234131.2k $4.6m $4.6m 0.63% Reduced -93.7k -93,664
16 Triumph Capital Management 1.97% of their portfolio DENVER, CO 127,692127.7k $4.3m $4.3m 1.97% New
17 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 123,839123.8k $4.2m $4.2m 0.00% Added +46.5k +46,541
18 Brookstone Capital Management 0.08% of their portfolio WHEATON, IL 117,942117.9k $4.0m $4.0m 0.08% Reduced -13.0k -13,007
19 Truadvice, LLC 1.47% of their portfolio SARASOTA, FL 117,586117.6k $4.0m $4.0m 1.47% Added +23.4k +23,407
20 Clear Creek Financial Management, LLC 0.56% of their portfolio SILVERDALE, WA 95,34095.3k $3.2m $3.2m 0.56% Reduced -3.3k -3,345
21 Mariner, LLC 0.01% of their portfolio Overland Park, KS 92,40792.4k $3.1m $3.1m 0.01% Reduced -778 -778
22 OLD MISSION CAPITAL LLC 0.11% of their portfolio CHICAGO, IL 90,72590.7k $3.1m $3.1m 0.11% Added +44.1k +44,114
23 Atria Investments, Inc 0.06% of their portfolio Charlotte, NC 89,81289.8k $3.1m $3.1m 0.06% Reduced -5.8k -5,826
24 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 86,94186.9k $3.0m $3.0m 0.00% New
25 Advance Capital Management, Inc. 0.32% of their portfolio SOUTHFIELD, MI 82,99683.0k $2.8m $2.8m 0.32% Reduced -1.6m -1,627,836
26 SlateStone Wealth, LLC 0.52% of their portfolio JUPITER, FL 81,16081.2k $2.8m $2.8m 0.52% Reduced -8.8k -8,757
27 CWM, LLC 0.02% of their portfolio OMAHA, NE 79,16379.2k $2.7m $2.7m 0.02% Added +2.9k +2,917
28 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 62,11762.1k $2.1m $2.1m 0.00% Reduced -11.9k -11,950
29 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 61,16561.2k $2.1m $2.1m 0.02% Reduced -6.7k -6,718
30 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 59,77559.8k $2.0m $2.0m 0.00% Added +6.4k +6,407
31 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 57,11457.1k $1.9m $1.9m 0.02% Added +13.4k +13,419
32 HARBOUR INVESTMENTS, INC. 0.09% of their portfolio MADISON, WI 53,02753.0k $1.8m $1.8m 0.09% Added +19.2k +19,190
33 Mutual Advisors, LLC 0.06% of their portfolio OMAHA, NE 49,10849.1k $1.7m $1.7m 0.06% Reduced -10.7k -10,705
34 Pinnacle Wealth Planning Services, Inc. 0.27% of their portfolio MANSFIELD, OH 48,78248.8k $1.7m $1.7m 0.27% Reduced -20.2k -20,218
35 Ignite Planners, LLC 0.63% of their portfolio SAN CLEMENTE, CA 48,71948.7k $1.6m $1.6m 0.63% Added +840 +840
36 Camelot Portfolios, LLC 1.02% of their portfolio Maumee, OH 47,62147.6k $1.6m $1.6m 1.02% Reduced -266 -266
37 Cetera Advisors LLC 0.02% of their portfolio DENVER, CO 45,25245.3k $1.5m $1.5m 0.02% Reduced -5.3k -5,338
38 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 37,35537.4k $1.3m $1.3m 0.00% Added +18.3k +18,265
39 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.09% of their portfolio BIRMINGHAM, AL 35,03035.0k $1.2m $1.2m 0.09% Added +2.9k +2,865
40 Sage Capital Advisors,llc 0.38% of their portfolio SIOUX FALLS, SD 32,14132.1k $1.1m $1.1m 0.38% Reduced -12.1k -12,075
41 TriaGen Wealth Management LLC 0.50% of their portfolio Calabasas, CA 31,89131.9k $1.1m $1.1m 0.50% Reduced -692 -692
42 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 29,32829.3k $998.0k $998.0k 0.01% Added +4.2k +4,166
43 SageView Advisory Group, LLC 0.05% of their portfolio Newport Beach, CA 25,00625.0k $851.0k $851.0k 0.05% Reduced -2.7k -2,718
44 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 24,70724.7k $840.8k $840.8k 0.01% Reduced -340 -340
45 StoneX Group Inc. 0.09% of their portfolio NEW YORK, NY 24,34824.3k $828.6k $828.6k 0.09% Reduced -2.4k -2,371
46 TOWNSQUARE CAPITAL LLC 0.01% of their portfolio Lehi, UT 24,10824.1k $820.4k $820.4k 0.01% Reduced -14.9k -14,945
47 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 22,61422.6k $769.6k $769.6k 0.00% Added +7.0k +7,018
48 Integrated Advisors Network LLC 0.04% of their portfolio DALLAS, TX 20,68420.7k $703.9k $703.9k 0.04% Reduced -4.3k -4,282
49 KESTRA PRIVATE WEALTH SERVICES, LLC 0.02% of their portfolio AUSTIN, TX 20,65920.7k $703.0k $703.0k 0.02% Unchanged
50 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 18,25418.3k $621.2k $621.2k 0.00% New
51 Capital Asset Advisory Services LLC 0.04% of their portfolio Williamston, MI 17,26217.3k $593.1k $593.1k 0.04% Reduced -45 -45
52 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 17,14817.1k $583.5k $583.5k 0.00% Added +16.3k +16,298
53 Strategic Blueprint, LLC 0.05% of their portfolio ATLANTA, GA 16,71416.7k $568.8k $568.8k 0.05% Reduced -3.0k -3,023
54 Cypress Wealth Services, LLC 0.15% of their portfolio PALM DESERT, CA 16,55716.6k $570.9k $570.9k 0.15% Unchanged
55 Ameritas Advisory Services, LLC 0.07% of their portfolio Lincoln, NE 16,22816.2k $545.3k $545.3k 0.07% Reduced -16.1k -16,123
56 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 16,12516.1k $548.7k $548.7k 0.01% Reduced -47.0k -47,015
57 Sunbelt Securities, Inc. 0.08% of their portfolio HOUSTON, TX 15,38115.4k $523.4k $523.4k 0.08% Reduced -435 -435
58 Ifrah Financial Services, Inc. 0.15% of their portfolio Little Rock, AR 14,12014.1k $480.5k $480.5k 0.15% Added +257 +257
59 ARBOR CAPITAL MANAGEMENT INC /ADV 0.35% of their portfolio ANCHORAGE, AK 13,14213.1k $446.7k $446.7k 0.35% Reduced -155 -155
60 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 10,89310.9k $371.0k $371.0k 0.00% New
61 Integrity Financial Corp /WA 0.27% of their portfolio JACKSON, WY 10,42010.4k $354.6k $354.6k 0.27% Added +2.3k +2,276
62 Meridian Wealth Management, LLC 0.03% of their portfolio LEXINGTON, KY 10,22510.2k $348.0k $348.0k 0.03% Reduced -915 -915
63 Jaffetilchin Investment Partners, LLC 0.04% of their portfolio TAMPA, FL 10,07710.1k $342.9k $342.9k 0.04% Reduced -5.8k -5,808
64 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 9,8179.8k $334.1k $334.1k 0.01% Unchanged
65 Lifestyle Asset Management, Inc. 0.19% of their portfolio FRIENDSWOOD, TX 9,5099.5k $323.6k $323.6k 0.19% New
66 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 8,3868.4k $285.0k $285.0k 0.00% New
67 FSB PREMIER WEALTH MANAGEMENT, INC. 0.15% of their portfolio WATERLOO, IA 8,3318.3k $283.5k $283.5k 0.15% Reduced -3.3k -3,317
68 WMG Financial Advisors, LLC 0.21% of their portfolio Knoxville, TN 8,3048.3k $282.6k $282.6k 0.21% Unchanged
69 Delta Investment Management, LLC 0.08% of their portfolio SAN FRANCISCO, CA 8,2368.2k $280.3k $280.3k 0.08% Unchanged
70 Summit Financial Wealth Advisors, LLC 0.06% of their portfolio Lafayette, LA 7,8577.9k $267.4k $267.4k 0.06% Reduced -1.4m -1,374,388
71 Corus Family Wealth Advisors 0.25% of their portfolio MCKINNEY, TX 7,7767.8k $264.6k $264.6k 0.25% Unchanged
72 SILVER OAK SECURITIES, INCORPORATED 0.04% of their portfolio JACKSON, TN 7,7477.7k $264.0k $264.0k 0.04% Unchanged
73 INDEPENDENT FINANCIAL GROUP, LLC 0.02% of their portfolio SAN DIEGO, CA 7,6997.7k $262.0k $262.0k 0.02% Added +860 +860
74 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 7,1407.1k $243.0k $243.0k 0.01% Unchanged
75 AlphaMark Advisors, LLC 0.11% of their portfolio FT. WRIGHT, KY 6,9807.0k $238.0k $238.0k 0.11% Added +6.3k +6,350
76 Cambridge Advisors Inc. 0.05% of their portfolio OMAHA, NE 6,1256.1k $208.4k $208.4k 0.05% New
77 McKinley Carter Wealth Services, Inc. 0.02% of their portfolio WHEELING, WV 6,0806.1k $206.9k $206.9k 0.02% New
78 Octavia Wealth Advisors, LLC 0.04% of their portfolio CINCINNATI, OH 6,0806.1k $206.9k $206.9k 0.04% New
79 Marshall Financial Group, LLC 0.07% of their portfolio Hunt Valley, MD 6,0266.0k $205.1k $205.1k 0.07% New
80 Spire Wealth Management 0.01% of their portfolio MCLEAN, VA 5,8385.8k $198.7k $198.7k 0.01% Reduced -1.3k -1,286
81 Tanglewood Legacy Advisors, LLC 0.11% of their portfolio HOUSTON, TX 5,4595.5k $185.8k $185.8k 0.11% Added +1.1k +1,140
82 UBS Group AG 0.00% of their portfolio ZURICH, V8 4,3854.4k $149.2k $149.2k 0.00% New
83 Capital Investment Advisory Services, LLC 0.01% of their portfolio RALEIGH, NC 2,0002.0k $68.1k $68.1k 0.01% Unchanged
84 EPG Wealth Management LLC 0.02% of their portfolio ATLANTA, GA 2,0002.0k $68.1k $68.1k 0.02% Unchanged
85 Larson Financial Group LLC 0.01% of their portfolio ST LOUIS, MO 1,7751.8k $60.4k $60.4k 0.01% Added +9 +9
86 GeoWealth Management, LLC 0.01% of their portfolio CHICAGO, IL 1,5001.5k $51.0k $51.0k 0.01% New
87 MTM Investment Management, LLC 0.02% of their portfolio SPARTANBURG, SC 1,0001.0k $34.0k $34.0k 0.02% Unchanged
88 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 650650 $22.1k $22.1k 0.00% Reduced -100 -100
89 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 615615 $20.9k $20.9k 0.00% Unchanged
90 PCA Investment Advisory Services Inc. 0.01% of their portfolio CINCINNATI, OH 600600 $20.4k $20.4k 0.01% New
91 Avior Wealth Management, LLC 0.00% of their portfolio OMAHA, NE 400400 $13.6k $13.6k 0.00% Reduced -1.8k -1,751
92 HHM Wealth Advisors, LLC 0.00% of their portfolio CHATTANOOGA, TN 230230 $7.8k $7.8k 0.00% Unchanged