Vault-13

FIRST TR EXCHNG TRADED FD VI DAUG

FT VEST U.S. · ETP · CUSIP 33740F854

98 institutional holders +9 vs Q2 2024
3,936,6833.9m shares reported held*
$154.0mreported value*
23 new 34 added 24 reduced 14 sold out net bought ≈ $33.2m (+847.5k 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 ($322.6k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $39.12.

Trends to Q3 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: 89Q3 24: 9898Q3 22Q1 23Q3 23Q1 24Q3 24
Numbers
QuarterHolders
Q3 202269
Q4 202285
Q1 202389
Q2 202392
Q3 202390
Q4 202393
Q1 202487
Q2 202489
Q3 202498

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 outQ1 23: 43 bought or addedQ1 23: 37 cut or sold outQ1 23Q2 23: 40 bought or addedQ2 23: 48 cut or sold outQ3 23: 31 bought or addedQ3 23: 62 cut or sold outQ3 23Q4 23: 19 bought or addedQ4 23: 59 cut or sold outQ1 24: 23 bought or addedQ1 24: 52 cut or sold outQ1 24Q2 24: 20 bought or addedQ2 24: 56 cut or sold outQ3 24: 57 bought or addedQ3 24: 38 cut or sold outQ3 24
Numbers
QuarterBought or addedCut or sold out
Q4 20224823
Q1 20234337
Q2 20234048
Q3 20233162
Q4 20231959
Q1 20242352
Q2 20242056
Q3 20245738

Biggest buyers

Signal Advisors Wealth, LLC Added +188,393+188.4k
PRECEDENT WEALTH PARTNERS, LLC New +162,700+162.7k
Maia Wealth LLC New +127,276+127.3k
Foguth Wealth Management, LLC. Added +69,463+69.5k
1ST SOURCE BANK New +64,188+64.2k
OSAIC HOLDINGS, INC. Added +56,852+56.9k
Valmark Advisers, Inc. New +49,623+49.6k
REAP Financial Group, LLC Added +38,497+38.5k
CWM, LLC Added +37,412+37.4k
Janney Montgomery Scott LLC Added +31,971+32.0k

Biggest sellers

Kingsview Wealth Management, LLC Sold out -82,115-82.1k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -44,559-44.6k
Cetera Investment Advisers Reduced -22,801-22.8k
CITADEL ADVISORS LLC Sold out -21,586-21.6k
Integrated Advisors Network LLC Sold out -17,656-17.7k
JPMORGAN CHASE & CO Sold out -16,270-16.3k
Virtue Capital Management, LLC Sold out -16,126-16.1k
OLD MISSION CAPITAL LLC Sold out -11,970-12.0k
Camelot Portfolios, LLC Reduced -8,944-8.9k
UBS Group AG Sold out -8,502-8.5k

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, Q3 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 482,838482.8k $18.9m $18.9m 0.03% Reduced -105 -105
2 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 202,515202.5k $7.9m $7.9m 0.02% Added +56.9k +56,852
3 Foguth Wealth Management, LLC. 2.79% of their portfolio BRIGHTON, MI 196,786196.8k $7.7m $7.7m 2.79% Added +69.5k +69,463
4 Signal Advisors Wealth, LLC 1.10% of their portfolio DETROIT, MI 196,176196.2k $7.7m $7.7m 1.10% Added +188.4k +188,393
5 PRECEDENT WEALTH PARTNERS, LLC 2.10% of their portfolio HOUSTON, TX 162,700162.7k $6.4m $6.4m 2.10% New
6 MinichMacGregor Wealth Management, LLC 1.36% of their portfolio Saratoga Springs, NY 161,824161.8k $6.3m $6.3m 1.36% Added +2.2k +2,183
7 Hartford Financial Management Inc. 1.25% of their portfolio WEST HARTFORD, CT 156,613156.6k $6.1m $6.1m 1.25% Reduced -2.7k -2,651
8 REAP Financial Group, LLC 1.47% of their portfolio AUSTIN, TX 152,808152.8k $6.0m $6.0m 1.47% Added +38.5k +38,497
9 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 150,550150.6k $5.9m $5.9m 0.01% Reduced -22.8k -22,801
10 Prosperity Consulting Group, LLC 0.41% of their portfolio OWINGS MILLS, MD 133,570133.6k $5.2m $5.2m 0.41% Reduced -1.8k -1,778
11 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 132,978133.0k $5.2m $5.2m 0.02% Added +12.6k +12,612
12 Maia Wealth LLC 1.23% of their portfolio DENVER, CO 127,276127.3k $5.0m $5.0m 1.23% New
13 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 105,545105.5k $4.1m $4.1m 0.00% Reduced -3.3k -3,306
14 CWM, LLC 0.02% of their portfolio OMAHA, NE 99,961100.0k $3.9m $3.9m 0.02% Added +37.4k +37,412
15 AE Wealth Management LLC 0.03% of their portfolio TOPEKA, KS 95,69195.7k $3.7m $3.7m 0.03% Reduced -7.0k -7,040
16 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 76,90276.9k $3.0m $3.0m 0.02% Reduced -6.1k -6,061
17 Mariner, LLC 0.00% of their portfolio Overland Park, KS 70,23870.2k $2.7m $2.7m 0.00% Added +250 +250
18 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 67,53167.5k $2.6m $2.6m 0.01% Added +32.0k +31,971
19 1ST SOURCE BANK 0.14% of their portfolio SOUTH BEND, IN 64,18864.2k $2.5m $2.5m 0.14% New
20 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 60,59660.6k $2.4m $2.4m 0.00% Added +5.8k +5,825
21 Valmark Advisers, Inc. 0.03% of their portfolio AKRON, OH 49,62349.6k $1.9m $1.9m 0.03% New
22 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 47,99748.0k $1.9m $1.9m 0.00% Added +10.5k +10,532
23 Spire Wealth Management 0.06% of their portfolio MCLEAN, VA 41,87741.9k $1.6m $1.6m 0.06% Added +15.0k +14,968
24 Ignite Planners, LLC 0.37% of their portfolio SAN CLEMENTE, CA 41,25341.3k $1.6m $1.6m 0.37% Added +325 +325
25 BRASS TAX WEALTH MANAGEMENT, INC 0.20% of their portfolio CINCINNATI, OH 36,90636.9k $1.4m $1.4m 0.20% Added +18.5k +18,453
26 StoneX Group Inc. 0.10% of their portfolio NEW YORK, NY 36,68536.7k $1.4m $1.4m 0.10% Added +3.6k +3,554
27 Ameritas Advisory Services, LLC 0.06% of their portfolio Lincoln, NE 36,68236.7k $1.4m $1.4m 0.06% Added +12.1k +12,115
28 Pinnacle Wealth Planning Services, Inc. 0.19% of their portfolio MANSFIELD, OH 35,00035.0k $1.4m $1.4m 0.19% Unchanged
29 Commonwealth Financial Services, LLC 0.27% of their portfolio VIENNA, WV 34,99735.0k $1.4m $1.4m 0.27% Added +20.0k +20,002
30 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 33,42433.4k $1.3m $1.3m 0.00% Added +16.7k +16,725
31 Camelot Portfolios, LLC 1.26% of their portfolio Maumee, OH 32,72032.7k $1.3m $1.3m 1.26% Reduced -8.9k -8,944
32 Mutual Advisors, LLC 0.04% of their portfolio OMAHA, NE 32,58132.6k $1.3m $1.3m 0.04% Added +1.6k +1,626
33 Integrity Financial Corp /WA 0.71% of their portfolio JACKSON, WY 30,76530.8k $1.2m $1.2m 0.71% Added +17.2k +17,177
34 SILVER OAK SECURITIES, INCORPORATED 0.13% of their portfolio JACKSON, TN 30,54130.5k $1.2m $1.2m 0.13% Added +26.3k +26,329
35 HARBOUR INVESTMENTS, INC. 0.03% of their portfolio MADISON, WI 25,12925.1k $983.3k $983.3k 0.03% Reduced -2.7k -2,715
36 Sage Capital Advisors,llc 0.26% of their portfolio SIOUX FALLS, SD 25,08825.1k $981.7k $981.7k 0.26% Added +2.6k +2,588
37 Lunt Capital Management, Inc. 0.43% of their portfolio HOLLADAY, UT 23,53723.5k $921.0k $921.0k 0.43% New
38 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 20,74120.7k $812.0k $812.0k 0.00% Added +13.2k +13,171
39 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 19,37619.4k $758.2k $758.2k 0.01% Reduced -43 -43
40 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 18,32418.3k $717.0k $717.0k 0.01% Reduced -385 -385
41 Tanglewood Legacy Advisors, LLC 0.31% of their portfolio HOUSTON, TX 17,89317.9k $700.2k $700.2k 0.31% Added +11.9k +11,858
42 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 17,46717.5k $683.5k $683.5k 0.00% Reduced -44.6k -44,559
43 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 17,38917.4k $680.4k $680.4k 0.00% Added +5.9k +5,945
44 NewEdge Wealth, LLC 0.01% of their portfolio STAMFORD, CT 16,78116.8k $656.6k $656.6k 0.01% New
45 BEACON FINANCIAL GROUP 0.06% of their portfolio DALLAS, TX 13,99614.0k $547.7k $547.7k 0.06% Added +6.9k +6,856
46 Schwallier Wealth Management LLC 0.39% of their portfolio GRAND RAPIDS, MI 13,78013.8k $539.2k $539.2k 0.39% New
47 Lakeridge Wealth Management LLC 0.28% of their portfolio MENTOR, OH 13,04513.0k $510.5k $510.5k 0.28% Unchanged
48 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 13,01313.0k $508.2k $508.2k 0.01% Reduced -1.5k -1,500
49 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 12,57012.6k $491.9k $491.9k 0.01% Reduced -285 -285
50 ARBOR CAPITAL MANAGEMENT INC /ADV 0.45% of their portfolio ANCHORAGE, AK 12,26512.3k $478.3k $478.3k 0.45% Added +1.3k +1,333
51 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 11,30811.3k $442.0k $442.0k 0.00% Reduced -5.4k -5,423
52 AlphaStar Capital Management, LLC 0.04% of their portfolio CORNELIUS, NC 11,29811.3k $442.1k $442.1k 0.04% New
53 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 11,02711.0k $431.5k $431.5k 0.02% Reduced -7.6k -7,588
54 Sunbelt Securities, Inc. 0.04% of their portfolio HOUSTON, TX 10,78110.8k $421.9k $421.9k 0.04% Added +417 +417
55 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 10,49810.5k $410.8k $410.8k 0.00% New
56 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 9,8059.8k $383.7k $383.7k 0.00% Unchanged
57 WEALTHGARDEN F.S. LLC 0.36% of their portfolio EL SEGUNDO, CA 9,3799.4k $367.0k $367.0k 0.36% Reduced -1.8k -1,805
58 Mayfair Advisory Group, LLC 0.22% of their portfolio BIRMINGHAM, AL 8,8808.9k $346.7k $346.7k 0.22% New
59 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 8,6628.7k $338.9k $338.9k 0.00% Added +890 +890
60 WMG Financial Advisors, LLC 0.15% of their portfolio Knoxville, TN 8,3048.3k $324.9k $324.9k 0.15% Unchanged
61 FOUNDERS FINANCIAL SECURITIES LLC 0.03% of their portfolio TOWSON, MD 8,2458.2k $322.6k $322.6k 0.03% New
62 Horizon Investments, LLC 0.01% of their portfolio Charlotte, NC 8,2458.2k $322.6k $322.6k 0.01% Added +3.4k +3,442
63 WT Wealth Management 0.10% of their portfolio SCOTTSDALE, AZ 8,1628.2k $321.6k $321.6k 0.10% New
64 Strategic Blueprint, LLC 0.02% of their portfolio ATLANTA, GA 7,0107.0k $274.3k $274.3k 0.02% Reduced -2.5k -2,542
65 CASCADE INVESTMENT GROUP, INC. 0.20% of their portfolio Colorado Springs, CO 6,9707.0k $272.7k $272.7k 0.20% Added +235 +235
66 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 6,7366.7k $263.6k $263.6k 0.00% New
67 Meridian Wealth Management, LLC 0.01% of their portfolio LEXINGTON, KY 6,6806.7k $261.4k $261.4k 0.01% Reduced -1.3k -1,290
68 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 6,5856.6k $258.0k $258.0k 0.01% Reduced -65 -65
69 Old Port Advisors 0.07% of their portfolio PORTLAND, ME 6,4836.5k $253.7k $253.7k 0.07% Unchanged
70 WOLVERINE TRADING, LLC 0.01% of their portfolio CHICAGO, IL 6,4626.5k $252.4k $252.4k 0.01% New
71 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 6,2886.3k $246.0k $246.0k 0.01% New
72 McKinley Carter Wealth Services, Inc. 0.01% of their portfolio WHEELING, WV 6,0806.1k $237.9k $237.9k 0.01% Unchanged
73 Octavia Wealth Advisors, LLC 0.03% of their portfolio CINCINNATI, OH 6,0806.1k $237.9k $237.9k 0.03% Unchanged
74 Trek Financial, LLC 0.02% of their portfolio Scottsdale, AZ 5,9005.9k $230.9k $230.9k 0.02% Unchanged
75 OPPENHEIMER & CO INC 0.00% of their portfolio NEW YORK, NY 5,2805.3k $206.6k $206.6k 0.00% Reduced -722 -722
76 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 5,1225.1k $200.4k $200.4k 0.00% New
77 Optivise Advisory Services LLC 0.11% of their portfolio FRANKLIN, TN 5,1225.1k $200.4k $200.4k 0.11% New
78 Blue Trust, Inc. 0.00% of their portfolio BRENTWOOD, TN 4,3364.3k $164.1k $164.1k 0.00% Unchanged
79 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.01% of their portfolio BIRMINGHAM, AL 4,2614.3k $166.7k $166.7k 0.01% Unchanged
80 EPG Wealth Management LLC 0.04% of their portfolio ATLANTA, GA 4,0004.0k $156.5k $156.5k 0.04% Added +4.0k +4,000
81 MTM Investment Management, LLC 0.06% of their portfolio SPARTANBURG, SC 3,6703.7k $143.3k $143.3k 0.06% Added +2.7k +2,670
82 CREATIVE FINANCIAL DESIGNS INC /ADV 0.01% of their portfolio KOKOMO, IN 3,2863.3k $128.6k $128.6k 0.01% New
83 COMERICA BANK 0.00% of their portfolio DALLAS, TX 2,2792.3k $89.2k $89.2k 0.00% Reduced -1.8k -1,809
84 LANARK FINANCIAL, INC. 0.01% of their portfolio BIRMINGHAM, AL 1,9351.9k $75.0k $75.0k 0.01% Reduced -5.0k -5,007
85 SOA Wealth Advisors, LLC. 0.01% of their portfolio NEW YORK, NY 1,8321.8k $71.7k $71.7k 0.01% New
86 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,5491.5k $60.6k $60.6k 0.00% Unchanged
87 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 1,4361.4k $56.2k $56.2k 0.00% Unchanged
88 Capital Investment Advisory Services, LLC 0.01% of their portfolio RALEIGH, NC 1,4251.4k $55.8k $55.8k 0.01% Unchanged
89 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,1551.2k $45.2k $45.2k 0.00% New
90 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 1,1161.1k $43.7k $43.7k 0.00% Added +148 +148
91 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 650650 $25.4k $25.4k 0.00% Unchanged
92 AlphaMark Advisors, LLC 0.01% of their portfolio FT. WRIGHT, KY 600600 $23.0k $23.0k 0.01% New
93 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 500500 $19.6k $19.6k 0.00% New
94 DHJJ Financial Advisors, Ltd. 0.01% of their portfolio NAPERVILLE, IL 334334 $13.1k $13.1k 0.01% Reduced -16 -16
95 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.00% of their portfolio BLUE BELL, PA 215215 $8.4k $8.4k 0.00% Unchanged
96 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 190190 $7.4k $7.4k 0.00% Unchanged
97 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 2828 $1.1k $1.1k 0.00% New
98 Creekmur Asset Management LLC 0.00% of their portfolio MORTON, IL 88 $313 $313 0.00% Unchanged