Vault-13

FIRST TR EXCHNG TRADED FD VI DAUG

FT VEST U.S. · ETP · CUSIP 33740F854

89 institutional holders +2 vs Q1 2024
3,097,4423.1m shares reported held*
$117.5mreported value*
8 new 12 added 48 reduced 8 sold out net sold ≈ $73.2m (-1.9m 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 ≈ $37.94.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 69Q4 22: 85Q1 23: 89Q2 23: 92Q3 23: 90Q4 23: 93Q1 24: 87Q2 24: 8989Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 202269
Q4 202285
Q1 202389
Q2 202392
Q3 202390
Q4 202393
Q1 202487
Q2 202489

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 outQ2 23: 40 bought or addedQ2 23: 48 cut or sold outQ2 23Q3 23: 31 bought or addedQ3 23: 62 cut or sold outQ4 23: 19 bought or addedQ4 23: 59 cut or sold outQ4 23Q1 24: 23 bought or addedQ1 24: 52 cut or sold outQ2 24: 20 bought or addedQ2 24: 56 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 20224823
Q1 20234337
Q2 20234048
Q3 20233162
Q4 20231959
Q1 20242352
Q2 20242056

Biggest buyers

Kingsview Wealth Management, LLC New +82,115+82.1k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +55,045+55.0k
Foguth Wealth Management, LLC. Added +13,765+13.8k
OLD MISSION CAPITAL LLC New +11,970+12.0k
CITADEL ADVISORS LLC Added +10,549+10.5k
Meridian Wealth Management, LLC New +7,970+8.0k
UBS Group AG Added +6,654+6.7k
StoneX Group Inc. Added +6,420+6.4k
AXXCESS WEALTH MANAGEMENT, LLC New +5,358+5.4k
Capital Asset Advisory Services LLC New +5,358+5.4k

Biggest sellers

OPPENHEIMER & CO INC Reduced -548,932-548.9k
Cetera Investment Advisers Reduced -339,701-339.7k
IFP Advisors, Inc Reduced -178,934-178.9k
Hartford Financial Management Inc. Reduced -148,135-148.1k
Signal Advisors Wealth, LLC Reduced -105,775-105.8k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -103,170-103.2k
ENVESTNET ASSET MANAGEMENT INC Reduced -99,283-99.3k
RAYMOND JAMES & ASSOCIATES Sold out -79,239-79.2k
Atria Investments, Inc Reduced -70,795-70.8k
Cambridge Investment Research Advisors, Inc. Reduced -62,719-62.7k

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, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 482,943482.9k $18.3m $18.3m 0.03% Reduced -103.2k -103,170
2 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 173,351173.4k $6.6m $6.6m 0.02% Reduced -339.7k -339,701
3 MinichMacGregor Wealth Management, LLC 1.48% of their portfolio Saratoga Springs, NY 159,641159.6k $6.0m $6.0m 1.48% Added +2.1k +2,070
4 Hartford Financial Management Inc. 1.29% of their portfolio WEST HARTFORD, CT 159,264159.3k $6.0m $6.0m 1.29% Reduced -148.1k -148,135
5 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 145,663145.7k $5.5m $5.5m 0.01% Reduced -35.2k -35,223
6 Prosperity Consulting Group, LLC 0.69% of their portfolio OWINGS MILLS, MD 135,348135.3k $5.1m $5.1m 0.69% Reduced -10.1k -10,132
7 Foguth Wealth Management, LLC. 2.12% of their portfolio BRIGHTON, MI 127,323127.3k $4.8m $4.8m 2.12% Added +13.8k +13,765
8 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 120,366120.4k $4.6m $4.6m 0.02% Reduced -62.7k -62,719
9 REAP Financial Group, LLC 1.16% of their portfolio AUSTIN, TX 114,311114.3k $4.3m $4.3m 1.16% Reduced -1.3k -1,266
10 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 108,851108.9k $4.1m $4.1m 0.00% Reduced -3.9k -3,905
11 AE Wealth Management LLC 0.04% of their portfolio TOPEKA, KS 102,731102.7k $3.9m $3.9m 0.04% Reduced -41.3k -41,284
12 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 82,96383.0k $3.1m $3.1m 0.02% Reduced -586 -586
13 Kingsview Wealth Management, LLC 0.07% of their portfolio GRANTS PASS, OR 82,11582.1k $3.1m $3.1m 0.07% New
14 Mariner, LLC 0.01% of their portfolio Overland Park, KS 69,98870.0k $2.6m $2.6m 0.01% Reduced -14.4k -14,365
15 CWM, LLC 0.01% of their portfolio OMAHA, NE 62,54962.5k $2.4m $2.4m 0.01% Reduced -1.6k -1,619
16 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 62,02662.0k $2.3m $2.3m 0.00% Added +55.0k +55,045
17 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 54,77154.8k $2.1m $2.1m 0.00% Reduced -99.3k -99,283
18 Camelot Portfolios, LLC 0.89% of their portfolio Maumee, OH 41,66441.7k $1.6m $1.6m 0.89% Added +5.0k +4,993
19 Ignite Planners, LLC 0.38% of their portfolio SAN CLEMENTE, CA 40,92840.9k $1.6m $1.6m 0.38% Reduced -704 -704
20 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 37,46537.5k $1.4m $1.4m 0.00% Reduced -3.9k -3,869
21 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 35,56035.6k $1.3m $1.3m 0.00% Reduced -23.7k -23,661
22 Pinnacle Wealth Planning Services, Inc. 0.19% of their portfolio MANSFIELD, OH 35,00035.0k $1.3m $1.3m 0.19% Reduced -481 -481
23 StoneX Group Inc. 0.10% of their portfolio NEW YORK, NY 33,13133.1k $1.3m $1.3m 0.10% Added +6.4k +6,420
24 Mutual Advisors, LLC 0.04% of their portfolio OMAHA, NE 30,95531.0k $1.2m $1.2m 0.04% Reduced -2.8k -2,845
25 HARBOUR INVESTMENTS, INC. 0.04% of their portfolio MADISON, WI 27,84427.8k $1.1m $1.1m 0.04% Unchanged
26 Spire Wealth Management 0.04% of their portfolio MCLEAN, VA 26,90926.9k $1.0m $1.0m 0.04% Reduced -3.3k -3,261
27 Ameritas Advisory Services, LLC 0.04% of their portfolio Lincoln, NE 24,56724.6k $929.9k $929.9k 0.04% Added +1.2k +1,250
28 Sage Capital Advisors,llc 0.24% of their portfolio SIOUX FALLS, SD 22,50022.5k $851.6k $851.6k 0.24% Reduced -13.1k -13,100
29 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 21,58621.6k $817.0k $817.0k 0.00% Added +10.5k +10,549
30 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 19,41919.4k $735.0k $735.0k 0.01% Reduced -1.6k -1,559
31 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 18,70918.7k $708.1k $708.1k 0.01% Added +1.2k +1,220
32 IFP Advisors, Inc 0.03% of their portfolio TAMPA, FL 18,61518.6k $704.6k $704.6k 0.03% Reduced -178.9k -178,934
33 BRASS TAX WEALTH MANAGEMENT, INC 0.14% of their portfolio CINCINNATI, OH 18,45318.5k $698.4k $698.4k 0.14% Reduced -1.0k -1,023
34 Integrated Advisors Network LLC 0.03% of their portfolio DALLAS, TX 17,65617.7k $668.3k $668.3k 0.03% Unchanged
35 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 16,73116.7k $632.0k $632.0k 0.00% Reduced -61.6k -61,647
36 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 16,69916.7k $632.1k $632.1k 0.00% Reduced -37.3k -37,345
37 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 16,27016.3k $615.8k $615.8k 0.00% Reduced -9.7k -9,698
38 Virtue Capital Management, LLC 0.10% of their portfolio BRENTWOOD, TN 16,12616.1k $612.8k $612.8k 0.10% Added +964 +964
39 Commonwealth Financial Services, LLC 0.12% of their portfolio VIENNA, WV 14,99515.0k $568.9k $568.9k 0.12% Reduced -950 -950
40 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 14,51314.5k $549.3k $549.3k 0.01% Reduced -937 -937
41 Integrity Financial Corp /WA 0.32% of their portfolio JACKSON, WY 13,58813.6k $514.3k $514.3k 0.32% Added +898 +898
42 Lakeridge Wealth Management LLC 0.30% of their portfolio MENTOR, OH 13,04513.0k $493.8k $493.8k 0.30% Unchanged
43 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 12,85512.9k $486.6k $486.6k 0.01% Reduced -70.8k -70,795
44 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 11,97012.0k $453.1k $453.1k 0.01% New
45 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 11,44411.4k $433.2k $433.2k 0.00% Reduced -36.1k -36,084
46 WEALTHGARDEN F.S. LLC 0.45% of their portfolio EL SEGUNDO, CA 11,18411.2k $423.3k $423.3k 0.45% First filing
47 ARBOR CAPITAL MANAGEMENT INC /ADV 0.38% of their portfolio ANCHORAGE, AK 10,93210.9k $414.1k $414.1k 0.38% Reduced -92 -92
48 Sunbelt Securities, Inc. 0.04% of their portfolio HOUSTON, TX 10,36410.4k $392.3k $392.3k 0.04% Reduced -165 -165
49 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 9,8059.8k $371.1k $371.1k 0.00% Unchanged
50 Strategic Blueprint, LLC 0.02% of their portfolio ATLANTA, GA 9,5529.6k $361.5k $361.5k 0.02% Reduced -1.7k -1,660
51 UBS Group AG 0.00% of their portfolio ZURICH, V8 8,5028.5k $321.8k $321.8k 0.00% Added +6.7k +6,654
52 WMG Financial Advisors, LLC 0.17% of their portfolio Knoxville, TN 8,3048.3k $314.3k $314.3k 0.17% Unchanged
53 Meridian Wealth Management, LLC 0.04% of their portfolio LEXINGTON, KY 7,9708.0k $301.7k $301.7k 0.04% New
54 Signal Advisors Wealth, LLC 0.64% of their portfolio DETROIT, MI 7,7837.8k $294.6k $294.6k 0.64% Reduced -105.8k -105,775
55 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 7,7727.8k $294.2k $294.2k 0.00% Reduced -16.0k -16,020
56 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 7,5707.6k $287.0k $287.0k 0.00% Reduced -7.9k -7,875
57 Q3 Asset Management 0.06% of their portfolio BIRMINGHAM, MI 7,3127.3k $276.0k $276.0k 0.06% Unchanged
58 BEACON FINANCIAL GROUP 0.03% of their portfolio DALLAS, TX 7,1407.1k $270.2k $270.2k 0.03% Reduced -32 -32
59 LANARK FINANCIAL, INC. 0.02% of their portfolio BIRMINGHAM, AL 6,9426.9k $262.0k $262.0k 0.02% Reduced -271 -271
60 Advance Capital Management, Inc. 0.01% of their portfolio SOUTHFIELD, MI 6,8706.9k $260.0k $260.0k 0.01% Reduced -311 -311
61 CASCADE INVESTMENT GROUP, INC. 0.20% of their portfolio Colorado Springs, CO 6,7356.7k $254.9k $254.9k 0.20% Unchanged
62 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 6,6506.7k $252.0k $252.0k 0.01% Unchanged
63 Old Port Advisors 0.07% of their portfolio PORTLAND, ME 6,4836.5k $245.4k $245.4k 0.07% Reduced -75 -75
64 McKinley Carter Wealth Services, Inc. 0.01% of their portfolio WHEELING, WV 6,0806.1k $230.1k $230.1k 0.01% Unchanged
65 Octavia Wealth Advisors, LLC 0.03% of their portfolio CINCINNATI, OH 6,0806.1k $230.1k $230.1k 0.03% Unchanged
66 Tanglewood Legacy Advisors, LLC 0.11% of their portfolio HOUSTON, TX 6,0356.0k $228.4k $228.4k 0.11% Unchanged
67 OPPENHEIMER & CO INC 0.00% of their portfolio NEW YORK, NY 6,0026.0k $227.2k $227.2k 0.00% Reduced -548.9k -548,932
68 Trek Financial, LLC 0.02% of their portfolio Scottsdale, AZ 5,9005.9k $223.3k $223.3k 0.02% Unchanged
69 Capital Asset Advisory Services LLC 0.01% of their portfolio Williamston, MI 5,3585.4k $203.3k $203.3k 0.01% New
70 AXXCESS WEALTH MANAGEMENT, LLC 0.01% of their portfolio CARLSBAD, CA 5,3585.4k $202.8k $202.8k 0.01% New
71 Horizon Investments, LLC 0.01% of their portfolio Charlotte, NC 4,8034.8k $181.8k $181.8k 0.01% New
72 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 4,3594.4k $165.0k $165.0k 0.00% Reduced -9.0k -9,036
73 Blue Trust, Inc. 0.00% of their portfolio BRENTWOOD, TN 4,3364.3k $160.4k $160.4k 0.00% Unchanged
74 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.01% of their portfolio BIRMINGHAM, AL 4,2614.3k $161.3k $161.3k 0.01% Reduced -838 -838
75 SILVER OAK SECURITIES, INCORPORATED 0.02% of their portfolio JACKSON, TN 4,2124.2k $159.4k $159.4k 0.02% Added +379 +379
76 COMERICA BANK 0.00% of their portfolio DALLAS, TX 4,0884.1k $154.7k $154.7k 0.00% Reduced -1.1k -1,091
77 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,5491.5k $58.7k $58.7k 0.00% New
78 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 1,4361.4k $54.4k $54.4k 0.00% Reduced -73 -73
79 Capital Investment Advisory Services, LLC 0.01% of their portfolio RALEIGH, NC 1,4251.4k $53.9k $53.9k 0.01% Unchanged
80 Chris Bulman Inc 0.03% of their portfolio ROSEVILLE, CA 1,0081.0k $38.2k $38.2k 0.03% First filing
81 MTM Investment Management, LLC 0.02% of their portfolio SPARTANBURG, SC 1,0001.0k $37.9k $37.9k 0.02% Unchanged
82 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 968968 $36.6k $36.6k 0.00% Reduced -6 -6
83 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 650650 $24.6k $24.6k 0.00% Unchanged
84 Cullen/Frost Bankers, Inc. 0.00% of their portfolio San Antonio, TX 500500 $18.9k $18.9k 0.00% New
85 DHJJ Financial Advisors, Ltd. 0.01% of their portfolio NAPERVILLE, IL 350350 $13.2k $13.2k 0.01% Unchanged
86 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.00% of their portfolio BLUE BELL, PA 215215 $8.1k $8.1k 0.00% Unchanged
87 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 190190 $7.2k $7.2k 0.00% Reduced -19 -19
88 Creekmur Asset Management LLC 0.00% of their portfolio MORTON, IL 88 $303 $303 0.00% Unchanged
89 EPG Wealth Management LLC 0.06% of their portfolio ATLANTA, GA 00 $261.7k $261.7k 0.06% Reduced -14.1k -14,115