Vault-13

FIRST TR EXCHNG TRADED FD VI DAUG

FT VEST U.S. · ETP · CUSIP 33740F854

93 institutional holders +3 vs Q3 2023
5,892,3435.9m shares reported held*
$199.1mreported value*
7 new 12 added 51 reduced 8 sold out net sold ≈ $48.5m (-1.1m 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 ≈ $33.79.

Trends to Q4 2023

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 69Q4 22: 85Q1 23: 89Q2 23: 92Q3 23: 90Q4 23: 9393Q3 22Q4 22Q1 23Q2 23Q3 23Q4 23
Numbers
QuarterHolders
Q3 202269
Q4 202285
Q1 202389
Q2 202392
Q3 202390
Q4 202393

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 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 23Q3 23: 31 bought or addedQ3 23: 62 cut or sold outQ3 23Q4 23: 19 bought or addedQ4 23: 59 cut or sold outQ4 23
Numbers
QuarterBought or addedCut or sold out
Q4 20224823
Q1 20234337
Q2 20234048
Q3 20233162
Q4 20231959

Biggest buyers

SageView Advisory Group, LLC Added +264,276+264.3k
MinichMacGregor Wealth Management, LLC New +150,317+150.3k
Kestra Advisory Services, LLC Added +15,677+15.7k
Virtue Capital Management, LLC New +14,663+14.7k
Camelot Portfolios, LLC Added +6,956+7.0k
MML INVESTORS SERVICES, LLC Added +6,430+6.4k
Lifestyle Asset Management, Inc. New +5,757+5.8k
FSB PREMIER WEALTH MANAGEMENT, INC. New +5,706+5.7k
Ifrah Financial Services, Inc. Added +3,590+3.6k
LPL Financial LLC Added +2,109+2.1k

Biggest sellers

COMMONWEALTH EQUITY SERVICES, LLC Reduced -581,224-581.2k
AE Wealth Management LLC Reduced -132,669-132.7k
BEACON FINANCIAL GROUP Reduced -123,953-124.0k
Brookstone Capital Management Sold out -96,208-96.2k
HighTower Advisors, LLC Reduced -93,176-93.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -63,059-63.1k
TRUIST FINANCIAL CORP Reduced -46,534-46.5k
Ameritas Advisory Services, LLC Sold out -32,051-32.1k
Advance Capital Management, Inc. Reduced -31,813-31.8k
OSAIC HOLDINGS, INC. Reduced -27,425-27.4k

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 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio WALTHAM, MA 614,913614.9k $21.8m $21.8m 0.04% Reduced -581.2k -581,224
2 OPPENHEIMER & CO INC 0.36% of their portfolio NEW YORK, NY 551,492551.5k $19.5m $19.5m 0.36% Reduced -10.7k -10,739
3 Cetera Advisor Networks LLC 0.07% of their portfolio EL SEGUNDO, CA 368,405368.4k $13.1m $13.1m 0.07% Reduced -24.9k -24,909
4 Hartford Financial Management Inc. 2.52% of their portfolio WEST HARTFORD, CT 313,823313.8k $11.1m $11.1m 2.52% Reduced -12.1k -12,065
5 SageView Advisory Group, LLC 0.00% of their portfolio Newport Beach, CA 275,553275.6k $7.7k $7.7k 0.00% Added +264.3k +264,276
6 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 252,330252.3k $8.9m $8.9m 0.00% Reduced -10.7k -10,683
7 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 243,728243.7k $8.6m $8.6m 0.02% Reduced -27.4k -27,425
8 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 199,435199.4k $7.1m $7.1m 0.03% Reduced -19.1k -19,103
9 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 195,525195.5k $6.9m $6.9m 0.01% Reduced -93.2k -93,176
10 Janney Montgomery Scott LLC 0.02% of their portfolio PHILADELPHIA, PA 186,763186.8k $6.6m $6.6m 0.02% Reduced -220 -220
11 IFP Advisors, Inc 0.31% of their portfolio TAMPA, FL 182,728182.7k $6.5m $6.5m 0.31% Reduced -7.0k -6,960
12 AE Wealth Management LLC 0.03% of their portfolio TOPEKA, KS 178,513178.5k $6.4m $6.4m 0.03% Reduced -132.7k -132,669
13 Prosperity Consulting Group, LLC 1.90% of their portfolio OWINGS MILLS, MD 160,020160.0k $5.7m $5.7m 1.90% Reduced -522 -522
14 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 155,217155.2k $5.5m $5.5m 0.01% Reduced -46.5k -46,534
15 MinichMacGregor Wealth Management, LLC 1.54% of their portfolio Saratoga Springs, NY 150,317150.3k $5.3m $5.3m 1.54% New
16 REAP Financial Group, LLC 1.20% of their portfolio AUSTIN, TX 116,340116.3k $4.1m $4.1m 1.20% First filing
17 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 110,199110.2k $3.9m $3.9m 0.03% Reduced -20.5k -20,535
18 Signal Advisors Wealth, LLC 1.27% of their portfolio DETROIT, MI 102,996103.0k $3.6m $3.6m 1.27% First filing
19 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 94,67394.7k $3.4m $3.4m 0.00% Added +2.1k +2,109
20 Mariner, LLC 0.01% of their portfolio Overland Park, KS 91,12191.1k $3.2m $3.2m 0.01% Reduced -777 -777
21 CWM, LLC 0.02% of their portfolio OMAHA, NE 84,59484.6k $3.0m $3.0m 0.02% Added +1.8k +1,849
22 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 74,63474.6k $2.6m $2.6m 0.00% Reduced -2.3k -2,326
23 Atria Investments, Inc 0.04% of their portfolio Charlotte, NC 72,49772.5k $2.6m $2.6m 0.04% Reduced -13.1k -13,087
24 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 71,79771.8k $2.5m $2.5m 0.00% Reduced -24.9k -24,893
25 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 70,39070.4k $2.5m $2.5m 0.02% Added +15.7k +15,677
26 HARBOUR INVESTMENTS, INC. 0.09% of their portfolio MADISON, WI 59,37859.4k $2.1m $2.1m 0.09% Added +71 +71
27 Camelot Portfolios, LLC 1.00% of their portfolio Maumee, OH 47,60147.6k $1.7m $1.7m 1.00% Added +7.0k +6,956
28 OLD MISSION CAPITAL LLC 0.04% of their portfolio CHICAGO, IL 42,65342.7k $1.5m $1.5m 0.04% Reduced -7.6k -7,624
29 Ignite Planners, LLC 0.44% of their portfolio SAN CLEMENTE, CA 41,63241.6k $1.5m $1.5m 0.44% Unchanged
30 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 39,09439.1k $1.4m $1.4m 0.01% Reduced -10.9k -10,870
31 Mutual Advisors, LLC 0.05% of their portfolio OMAHA, NE 38,67338.7k $1.4m $1.4m 0.05% Reduced -8.5k -8,453
32 Cetera Advisors LLC 0.02% of their portfolio DENVER, CO 38,41638.4k $1.4m $1.4m 0.02% Reduced -2.4k -2,422
33 Pinnacle Wealth Planning Services, Inc. 0.20% of their portfolio MANSFIELD, OH 35,48135.5k $1.3m $1.3m 0.20% Unchanged
34 Advance Capital Management, Inc. 0.09% of their portfolio SOUTHFIELD, MI 33,20633.2k $1.2m $1.2m 0.09% Reduced -31.8k -31,813
35 Spire Wealth Management 0.04% of their portfolio MCLEAN, VA 33,15633.2k $1.2m $1.2m 0.04% Unchanged
36 TriaGen Wealth Management LLC 0.51% of their portfolio Calabasas, CA 30,29030.3k $1.1m $1.1m 0.51% Reduced -3.4k -3,365
37 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.07% of their portfolio BIRMINGHAM, AL 28,83328.8k $1.0m $1.0m 0.07% Reduced -4.8k -4,806
38 StoneX Group Inc. 0.10% of their portfolio NEW YORK, NY 27,52627.5k $975.2k $975.2k 0.10% Reduced -164 -164
39 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 26,48326.5k $938.0k $938.0k 0.00% Reduced -26.4k -26,441
40 Sage Capital Advisors,llc 0.26% of their portfolio SIOUX FALLS, SD 22,50022.5k $797.2k $797.2k 0.26% Unchanged
41 KESTRA PRIVATE WEALTH SERVICES, LLC 0.02% of their portfolio AUSTIN, TX 22,08622.1k $782.5k $782.5k 0.02% Added +49 +49
42 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 20,93520.9k $742.0k $742.0k 0.00% Added +6.4k +6,430
43 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 19,90519.9k $705.2k $705.2k 0.01% Reduced -4.6k -4,564
44 Integrated Advisors Network LLC 0.04% of their portfolio DALLAS, TX 18,45918.5k $654.0k $654.0k 0.04% Reduced -1.8k -1,757
45 Ifrah Financial Services, Inc. 0.18% of their portfolio Little Rock, AR 17,64317.6k $625.1k $625.1k 0.18% Added +3.6k +3,590
46 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 17,48917.5k $619.6k $619.6k 0.01% Reduced -6.4k -6,443
47 Commonwealth Financial Services, LLC 0.13% of their portfolio VIENNA, WV 15,94515.9k $564.9k $564.9k 0.13% Reduced -18.5k -18,546
48 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 15,50015.5k $549.2k $549.2k 0.00% Reduced -20.1k -20,150
49 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 15,45015.4k $547.4k $547.4k 0.01% Unchanged
50 Sunbelt Securities, Inc. 0.07% of their portfolio HOUSTON, TX 15,28115.3k $541.4k $541.4k 0.07% Reduced -1.6k -1,586
51 Virtue Capital Management, LLC 0.10% of their portfolio BRENTWOOD, TN 14,66314.7k $515.0k $515.0k 0.10% New
52 EPG Wealth Management LLC 0.13% of their portfolio ATLANTA, GA 14,11514.1k $509.7k $509.7k 0.13% Unchanged
53 Integrity Financial Corp /WA 0.34% of their portfolio JACKSON, WY 13,30913.3k $471.5k $471.5k 0.34% Reduced -990 -990
54 Lakeridge Wealth Management LLC 0.33% of their portfolio MENTOR, OH 13,04513.0k $462.2k $462.2k 0.33% First filing
55 Strategic Blueprint, LLC 0.03% of their portfolio ATLANTA, GA 11,21211.2k $397.2k $397.2k 0.03% Reduced -16.7k -16,736
56 ARBOR CAPITAL MANAGEMENT INC /ADV 0.29% of their portfolio ANCHORAGE, AK 11,02411.0k $387.3k $387.3k 0.29% Reduced -539 -539
57 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 9,8059.8k $347.4k $347.4k 0.01% Reduced -189 -189
58 Meridian Wealth Management, LLC 0.02% of their portfolio LEXINGTON, KY 9,2959.3k $329.1k $329.1k 0.02% Added +135 +135
59 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 8,5098.5k $301.5k $301.5k 0.00% Reduced -63.1k -63,059
60 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 8,3908.4k $297.3k $297.3k 0.01% Reduced -249 -249
61 WMG Financial Advisors, LLC 0.19% of their portfolio Knoxville, TN 8,3048.3k $294.2k $294.2k 0.19% Unchanged
62 LANARK FINANCIAL, INC. 0.03% of their portfolio BIRMINGHAM, AL 8,2538.3k $292.0k $292.0k 0.03% Reduced -651 -651
63 Delta Investment Management, LLC 0.07% of their portfolio SAN FRANCISCO, CA 8,2368.2k $291.8k $291.8k 0.07% Unchanged
64 Q3 Asset Management 0.07% of their portfolio BIRMINGHAM, MI 7,3127.3k $259.0k $259.0k 0.07% Unchanged
65 BEACON FINANCIAL GROUP 0.03% of their portfolio DALLAS, TX 7,2817.3k $258.0k $258.0k 0.03% Reduced -124.0k -123,953
66 Jaffetilchin Investment Partners, LLC 0.02% of their portfolio TAMPA, FL 7,1447.1k $253.1k $253.1k 0.02% Reduced -1.0k -1,013
67 SILVER OAK SECURITIES, INCORPORATED 0.03% of their portfolio JACKSON, TN 7,0127.0k $248.4k $248.4k 0.03% Reduced -269 -269
68 CASCADE INVESTMENT GROUP, INC. 0.19% of their portfolio Colorado Springs, CO 6,7356.7k $238.6k $238.6k 0.19% Unchanged
69 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 6,6506.7k $236.0k $236.0k 0.01% Reduced -375 -375
70 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 6,6036.6k $233.9k $233.9k 0.00% Reduced -4.9k -4,872
71 Old Port Advisors 0.08% of their portfolio PORTLAND, ME 6,5586.6k $232.3k $232.3k 0.08% Unchanged
72 Trek Financial, LLC 0.02% of their portfolio Scottsdale, AZ 6,4906.5k $229.9k $229.9k 0.02% Reduced -794 -794
73 McKinley Carter Wealth Services, Inc. 0.02% of their portfolio WHEELING, WV 6,0806.1k $215.4k $215.4k 0.02% Unchanged
74 Octavia Wealth Advisors, LLC 0.04% of their portfolio CINCINNATI, OH 6,0806.1k $215.4k $215.4k 0.04% Unchanged
75 Tanglewood Legacy Advisors, LLC 0.12% of their portfolio HOUSTON, TX 6,0356.0k $213.8k $213.8k 0.12% Added +576 +576
76 Cambridge Advisors Inc. 0.05% of their portfolio OMAHA, NE 6,0006.0k $212.6k $212.6k 0.05% Reduced -125 -125
77 Lifestyle Asset Management, Inc. 0.11% of their portfolio FRIENDSWOOD, TX 5,7575.8k $204.0k $204.0k 0.11% New
78 FSB PREMIER WEALTH MANAGEMENT, INC. 0.10% of their portfolio WATERLOO, IA 5,7065.7k $202.2k $202.2k 0.10% New
79 AlphaMark Advisors, LLC 0.06% of their portfolio FT. WRIGHT, KY 4,0804.1k $145.0k $145.0k 0.06% Reduced -2.8k -2,750
80 COMERICA BANK 0.00% of their portfolio DALLAS, TX 3,8723.9k $137.2k $137.2k 0.00% Unchanged
81 Larson Financial Group LLC 0.01% of their portfolio ST LOUIS, MO 1,7871.8k $63.3k $63.3k 0.01% Reduced -9 -9
82 MTM Investment Management, LLC 0.02% of their portfolio SPARTANBURG, SC 1,0001.0k $35.4k $35.4k 0.02% Unchanged
83 UBS Group AG 0.00% of their portfolio ZURICH, V8 861861 $30.5k $30.5k 0.00% Reduced -2.7k -2,687
84 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 725725 $25.7k $25.7k 0.00% Reduced -1.3k -1,275
85 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 650650 $23.0k $23.0k 0.00% Unchanged
86 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 566566 $20.1k $20.1k 0.00% Added +466 +466
87 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 500500 $17.7k $17.7k 0.00% New
88 DHJJ Financial Advisors, Ltd. 0.01% of their portfolio NAPERVILLE, IL 350350 $12.4k $12.4k 0.01% Unchanged
89 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 250250 $8.9k $8.9k 0.00% New
90 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.00% of their portfolio BLUE BELL, PA 215215 $7.6k $7.6k 0.00% Unchanged
91 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 190190 $6.7k $6.7k 0.00% First filing
92 Impact Partnership Wealth, LLC 0.00% of their portfolio MARIETTA, GA 6868 $2.4k $2.4k 0.00% New
93 Creekmur Asset Management LLC 0.00% of their portfolio MORTON, IL 88 $283 $283 0.00% First filing