Vault-13

FIRST TR EXCHNG TRADED FD VI DAUG

FT VEST U.S. · ETP · CUSIP 33740F854

87 institutional holders -6 vs Q4 2023
5,021,3075.0m shares reported held*
$185.7mreported value*
6 new 17 added 38 reduced 14 sold out net sold ≈ $27.0m (-1.0m 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 ≈ $36.98.

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 69Q4 22: 85Q1 23: 89Q2 23: 92Q3 23: 90Q4 23: 93Q1 24: 8787Q3 22Q1 23Q3 23Q1 24
Numbers
QuarterHolders
Q3 202269
Q4 202285
Q1 202389
Q2 202392
Q3 202390
Q4 202393
Q1 202487

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 23Q1 24: 23 bought or addedQ1 24: 52 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q4 20224823
Q1 20234337
Q2 20234048
Q3 20233162
Q4 20231959
Q1 20242352

Biggest buyers

Cetera Investment Advisers Added +402,853+402.9k
JANE STREET GROUP, LLC Added +38,544+38.5k
JPMORGAN CHASE & CO Added +25,402+25.4k
CreativeOne Wealth, LLC New +25,042+25.0k
Ameritas Advisory Services, LLC New +23,317+23.3k
LPL Financial LLC Added +18,083+18.1k
IFP Advisors, Inc Added +14,821+14.8k
Kestra Advisory Services, LLC Added +13,159+13.2k
Sage Capital Advisors,llc Added +13,100+13.1k
Atria Investments, Inc Added +11,153+11.2k

Biggest sellers

Cetera Advisor Networks LLC Sold out -368,405-368.4k
SageView Advisory Group, LLC Sold out -275,553-275.6k
Janney Montgomery Scott LLC Reduced -127,542-127.5k
HighTower Advisors, LLC Reduced -117,147-117.1k
TRUIST FINANCIAL CORP Reduced -107,689-107.7k
ENVESTNET ASSET MANAGEMENT INC Reduced -98,276-98.3k
OSAIC HOLDINGS, INC. Reduced -62,842-62.8k
OLD MISSION CAPITAL LLC Sold out -42,653-42.7k
Cetera Advisors LLC Sold out -38,416-38.4k
AE Wealth Management LLC Reduced -34,498-34.5k

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, Q1 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio WALTHAM, MA 586,113586.1k $21.7m $21.7m 0.04% Reduced -28.8k -28,800
2 OPPENHEIMER & CO INC 0.34% of their portfolio NEW YORK, NY 554,934554.9k $20.5m $20.5m 0.34% Added +3.4k +3,442
3 Cetera Investment Advisers 0.04% of their portfolio SCHAUMBURG, IL 513,052513.1k $19.0m $19.0m 0.04% Added +402.9k +402,853
4 Hartford Financial Management Inc. 2.40% of their portfolio WEST HARTFORD, CT 307,399307.4k $11.4m $11.4m 2.40% Reduced -6.4k -6,424
5 IFP Advisors, Inc 0.32% of their portfolio TAMPA, FL 197,549197.5k $7.3m $7.3m 0.32% Added +14.8k +14,821
6 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 183,085183.1k $6.8m $6.8m 0.03% Reduced -16.4k -16,350
7 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 180,886180.9k $6.7m $6.7m 0.01% Reduced -62.8k -62,842
8 MinichMacGregor Wealth Management, LLC 1.49% of their portfolio Saratoga Springs, NY 157,571157.6k $5.8m $5.8m 1.49% Added +7.3k +7,254
9 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 154,054154.1k $5.7m $5.7m 0.00% Reduced -98.3k -98,276
10 Prosperity Consulting Group, LLC 0.68% of their portfolio OWINGS MILLS, MD 145,480145.5k $5.4m $5.4m 0.68% Reduced -14.5k -14,540
11 AE Wealth Management LLC 0.06% of their portfolio TOPEKA, KS 144,015144.0k $5.3m $5.3m 0.06% Reduced -34.5k -34,498
12 REAP Financial Group, LLC 1.17% of their portfolio AUSTIN, TX 115,577115.6k $4.3m $4.3m 1.17% Reduced -763 -763
13 Signal Advisors Wealth, LLC 1.04% of their portfolio DETROIT, MI 113,558113.6k $4.2m $4.2m 1.04% Added +10.6k +10,562
14 Foguth Wealth Management, LLC. 2.25% of their portfolio BRIGHTON, MI 113,558113.6k $4.2m $4.2m 2.25% First filing
15 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 112,756112.8k $4.2m $4.2m 0.00% Added +18.1k +18,083
16 Mariner, LLC 0.01% of their portfolio Overland Park, KS 84,35384.4k $3.1m $3.1m 0.01% Reduced -6.8k -6,768
17 Atria Investments, Inc 0.04% of their portfolio Charlotte, NC 83,65083.7k $3.1m $3.1m 0.04% Added +11.2k +11,153
18 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 83,54983.5k $3.1m $3.1m 0.02% Added +13.2k +13,159
19 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 79,23979.2k $2.9m $2.9m 0.00% Added +4.6k +4,605
20 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 78,37878.4k $2.9m $2.9m 0.00% Reduced -117.1k -117,147
21 CWM, LLC 0.01% of their portfolio OMAHA, NE 64,16864.2k $2.4m $2.4m 0.01% Reduced -20.4k -20,426
22 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 59,22159.2k $2.2m $2.2m 0.01% Reduced -127.5k -127,542
23 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 54,04454.0k $2.0m $2.0m 0.00% Added +38.5k +38,544
24 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 47,52847.5k $1.8m $1.8m 0.00% Reduced -107.7k -107,689
25 Ignite Planners, LLC 0.43% of their portfolio SAN CLEMENTE, CA 41,63241.6k $1.5m $1.5m 0.43% Unchanged
26 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 41,33441.3k $1.5m $1.5m 0.00% Reduced -30.5k -30,463
27 Camelot Portfolios, LLC 1.33% of their portfolio Maumee, OH 36,67136.7k $1.4m $1.4m 1.33% Reduced -10.9k -10,930
28 Sage Capital Advisors,llc 0.38% of their portfolio SIOUX FALLS, SD 35,60035.6k $1.3m $1.3m 0.38% Added +13.1k +13,100
29 Pinnacle Wealth Planning Services, Inc. 0.19% of their portfolio MANSFIELD, OH 35,48135.5k $1.3m $1.3m 0.19% Unchanged
30 Mutual Advisors, LLC 0.04% of their portfolio OMAHA, NE 33,80033.8k $1.3m $1.3m 0.04% Reduced -4.9k -4,873
31 Spire Wealth Management 0.02% of their portfolio MCLEAN, VA 30,17030.2k $1.1m $1.1m 0.02% Reduced -3.0k -2,986
32 HARBOUR INVESTMENTS, INC. 0.04% of their portfolio MADISON, WI 27,84427.8k $1.0m $1.0m 0.04% Reduced -31.5k -31,534
33 StoneX Group Inc. 0.09% of their portfolio NEW YORK, NY 26,71126.7k $988.3k $988.3k 0.09% Reduced -815 -815
34 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 25,96826.0k $960.8k $960.8k 0.00% Added +25.4k +25,402
35 CreativeOne Wealth, LLC 0.04% of their portfolio OVERLAND PARK, KS 25,04225.0k $927.0k $927.0k 0.04% New
36 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 23,79223.8k $880.3k $880.3k 0.01% Reduced -15.3k -15,302
37 Ameritas Advisory Services, LLC 0.04% of their portfolio Lincoln, NE 23,31723.3k $860.4k $860.4k 0.04% New
38 KESTRA PRIVATE WEALTH SERVICES, LLC 0.02% of their portfolio AUSTIN, TX 20,97821.0k $776.2k $776.2k 0.02% Reduced -1.1k -1,108
39 BRASS TAX WEALTH MANAGEMENT, INC 0.38% of their portfolio CINCINNATI, OH 19,47619.5k $720.6k $720.6k 0.38% First filing
40 Integrated Advisors Network LLC 0.03% of their portfolio DALLAS, TX 17,65617.7k $653.3k $653.3k 0.03% Reduced -803 -803
41 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 17,48917.5k $647.1k $647.1k 0.01% Unchanged
42 Commonwealth Financial Services, LLC 0.13% of their portfolio VIENNA, WV 15,94515.9k $564.9k $564.9k 0.13% Unchanged
43 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 15,45015.4k $511.2k $511.2k 0.01% Unchanged
44 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 15,44515.4k $571.0k $571.0k 0.00% Reduced -5.5k -5,490
45 Virtue Capital Management, LLC 0.10% of their portfolio BRENTWOOD, TN 15,16215.2k $557.7k $557.7k 0.10% Added +499 +499
46 EPG Wealth Management LLC 0.13% of their portfolio ATLANTA, GA 14,11514.1k $522.3k $522.3k 0.13% Unchanged
47 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 13,39513.4k $496.0k $496.0k 0.00% Reduced -13.1k -13,088
48 Lakeridge Wealth Management LLC 0.31% of their portfolio MENTOR, OH 13,04513.0k $482.7k $482.7k 0.31% Unchanged
49 Integrity Financial Corp /WA 0.32% of their portfolio JACKSON, WY 12,69012.7k $469.5k $469.5k 0.32% Reduced -619 -619
50 Strategic Blueprint, LLC 0.03% of their portfolio ATLANTA, GA 11,21211.2k $414.8k $414.8k 0.03% Unchanged
51 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 11,03711.0k $408.4k $408.4k 0.00% New
52 ARBOR CAPITAL MANAGEMENT INC /ADV 0.39% of their portfolio ANCHORAGE, AK 11,02411.0k $410.4k $410.4k 0.39% Unchanged
53 Sunbelt Securities, Inc. 0.04% of their portfolio HOUSTON, TX 10,52910.5k $389.6k $389.6k 0.04% Reduced -4.8k -4,752
54 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 9,8789.9k $365.5k $365.5k 0.00% Reduced -10.0k -10,027
55 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 9,8059.8k $362.8k $362.8k 0.01% Unchanged
56 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 8,7238.7k $322.0k $322.0k 0.00% New
57 WMG Financial Advisors, LLC 0.18% of their portfolio Knoxville, TN 8,3048.3k $307.2k $307.2k 0.18% Unchanged
58 Q3 Asset Management 0.08% of their portfolio BIRMINGHAM, MI 7,3127.3k $270.0k $270.0k 0.08% Unchanged
59 Delta Investment Management, LLC 0.06% of their portfolio SAN FRANCISCO, CA 7,2247.2k $267.3k $267.3k 0.06% Reduced -1.0k -1,012
60 LANARK FINANCIAL, INC. 0.02% of their portfolio BIRMINGHAM, AL 7,2137.2k $266.0k $266.0k 0.02% Reduced -1.0k -1,040
61 Advance Capital Management, Inc. 0.02% of their portfolio SOUTHFIELD, MI 7,1817.2k $265.7k $265.7k 0.02% Reduced -26.0k -26,025
62 BEACON FINANCIAL GROUP 0.03% of their portfolio DALLAS, TX 7,1727.2k $265.4k $265.4k 0.03% Reduced -109 -109
63 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 6,9817.0k $258.3k $258.3k 0.00% Reduced -1.5k -1,528
64 CASCADE INVESTMENT GROUP, INC. 0.19% of their portfolio Colorado Springs, CO 6,7356.7k $249.2k $249.2k 0.19% Unchanged
65 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 6,6506.7k $246.0k $246.0k 0.01% Unchanged
66 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 6,6036.6k $244.3k $244.3k 0.00% Unchanged
67 Old Port Advisors 0.07% of their portfolio PORTLAND, ME 6,5586.6k $242.6k $242.6k 0.07% Unchanged
68 McKinley Carter Wealth Services, Inc. 0.02% of their portfolio WHEELING, WV 6,0806.1k $225.0k $225.0k 0.02% Unchanged
69 Octavia Wealth Advisors, LLC 0.03% of their portfolio CINCINNATI, OH 6,0806.1k $225.0k $225.0k 0.03% Unchanged
70 Tanglewood Legacy Advisors, LLC 0.11% of their portfolio HOUSTON, TX 6,0356.0k $223.3k $223.3k 0.11% Unchanged
71 Trek Financial, LLC 0.02% of their portfolio Scottsdale, AZ 5,9005.9k $218.3k $218.3k 0.02% Reduced -590 -590
72 FSB PREMIER WEALTH MANAGEMENT, INC. 0.10% of their portfolio WATERLOO, IA 5,6115.6k $207.6k $207.6k 0.10% Reduced -95 -95
73 COMERICA BANK 0.00% of their portfolio DALLAS, TX 5,1795.2k $191.6k $191.6k 0.00% Added +1.3k +1,307
74 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.01% of their portfolio BIRMINGHAM, AL 5,0995.1k $188.7k $188.7k 0.01% Reduced -23.7k -23,734
75 Blue Trust, Inc. 0.00% of their portfolio BRENTWOOD, TN 4,3364.3k $160.4k $160.4k 0.00% New
76 SILVER OAK SECURITIES, INCORPORATED 0.02% of their portfolio JACKSON, TN 3,8333.8k $141.8k $141.8k 0.02% Reduced -3.2k -3,179
77 AlphaMark Advisors, LLC 0.04% of their portfolio FT. WRIGHT, KY 2,9002.9k $107.0k $107.0k 0.04% Reduced -1.2k -1,180
78 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,8481.8k $68.4k $68.4k 0.00% Added +987 +987
79 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 1,5091.5k $55.8k $55.8k 0.00% Reduced -278 -278
80 Capital Investment Advisory Services, LLC 0.01% of their portfolio RALEIGH, NC 1,4251.4k $52.7k $52.7k 0.01% Added +700 +700
81 MTM Investment Management, LLC 0.02% of their portfolio SPARTANBURG, SC 1,0001.0k $37.0k $37.0k 0.02% Unchanged
82 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 974974 $36.0k $36.0k 0.00% New
83 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 650650 $24.1k $24.1k 0.00% Unchanged
84 DHJJ Financial Advisors, Ltd. 0.01% of their portfolio NAPERVILLE, IL 350350 $12.9k $12.9k 0.01% Unchanged
85 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.00% of their portfolio BLUE BELL, PA 215215 $8.0k $8.0k 0.00% Unchanged
86 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 209209 $7.7k $7.7k 0.00% Added +19 +19
87 Creekmur Asset Management LLC 0.00% of their portfolio MORTON, IL 88 $296 $296 0.00% Unchanged