Vault-13

FIRST TR EXCHNG TRADED FD VI DAUG

FT VEST U.S. · ETP · CUSIP 33740F854

97 institutional holders -8 vs Q4 2024
4,125,6654.1m shares reported held*
$160.3mreported value*
4 new 21 added 44 reduced 12 sold out net sold ≈ $15.1m (-390.0k 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 ($1.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $38.86.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 69Q4 22: 85Q1 23: 89Q2 23: 92Q3 23: 90Q4 23: 93Q1 24: 87Q2 24: 89Q3 24: 98Q4 24: 105Q1 25: 9797Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202269
Q4 202285
Q1 202389
Q2 202392
Q3 202390
Q4 202393
Q1 202487
Q2 202489
Q3 202498
Q4 2024105
Q1 202597

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 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 24Q4 24: 19 bought or addedQ4 24: 53 cut or sold outQ1 25: 25 bought or addedQ1 25: 56 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20234048
Q3 20233162
Q4 20231959
Q1 20242352
Q2 20242056
Q3 20245738
Q4 20241953
Q1 20252556

Biggest buyers

LifeWealth Investments, LLC Added +68,599+68.6k
MinichMacGregor Wealth Management, LLC Added +38,054+38.1k
OSAIC HOLDINGS, INC. Added +35,484+35.5k
Nova Wealth Management, Inc. Added +29,070+29.1k
Farther Finance Advisors, LLC Added +21,861+21.9k
FOUNDERS FINANCIAL SECURITIES LLC Added +21,166+21.2k
CITADEL ADVISORS LLC New +20,541+20.5k
JANE STREET GROUP, LLC Added +18,568+18.6k
Virtue Capital Management, LLC New +18,523+18.5k
Horizon Investments, LLC Added +18,319+18.3k

Biggest sellers

WINNACLE WEALTH LLC Reduced -150,336-150.3k
Wood Tarver Financial Group, LLC Reduced -100,067-100.1k
Janney Montgomery Scott LLC Sold out -64,698-64.7k
Signal Advisors Wealth, LLC Reduced -59,913-59.9k
AE Wealth Management LLC Reduced -51,303-51.3k
Foguth Wealth Management, LLC. Reduced -44,399-44.4k
OLD MISSION CAPITAL LLC Reduced -28,720-28.7k
Bison Wealth, LLC Reduced -24,088-24.1k
REAP Financial Group, LLC Reduced -19,700-19.7k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -14,680-14.7k

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, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 445,998446.0k $17.3m $17.3m 0.02% Reduced -14.7k -14,680
2 Wood Tarver Financial Group, LLC 5.51% of their portfolio BOISE, ID 436,057436.1k $16.9m $16.9m 5.51% Reduced -100.1k -100,067
3 MinichMacGregor Wealth Management, LLC 1.76% of their portfolio Saratoga Springs, NY 202,403202.4k $7.9m $7.9m 1.76% Added +38.1k +38,054
4 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 171,788171.8k $6.7m $6.7m 0.01% Added +35.5k +35,484
5 PRECEDENT WEALTH PARTNERS, LLC 1.75% of their portfolio HOUSTON, TX 162,700162.7k $6.3m $6.3m 1.75% Unchanged
6 Hartford Financial Management Inc. 1.21% of their portfolio WEST HARTFORD, CT 150,558150.6k $5.8m $5.8m 1.21% Reduced -2.4k -2,368
7 Foguth Wealth Management, LLC. 1.28% of their portfolio BRIGHTON, MI 136,013136.0k $5.3m $5.3m 1.28% Reduced -44.4k -44,399
8 REAP Financial Group, LLC 1.24% of their portfolio AUSTIN, TX 129,101129.1k $5.0m $5.0m 1.24% Reduced -19.7k -19,700
9 Bison Wealth, LLC 0.46% of their portfolio ATLANTA, GA 126,450126.5k $4.9m $4.9m 0.46% Reduced -24.1k -24,088
10 Signal Advisors Wealth, LLC 0.48% of their portfolio DETROIT, MI 125,732125.7k $4.9m $4.9m 0.48% Reduced -59.9k -59,913
11 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 118,870118.9k $4.6m $4.6m 0.01% Reduced -10.8k -10,803
12 Prosperity Consulting Group, LLC 0.35% of their portfolio OWINGS MILLS, MD 117,414117.4k $4.6m $4.6m 0.35% Reduced -4.9k -4,942
13 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 114,627114.6k $4.4m $4.4m 0.02% Reduced -3.6k -3,572
14 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 109,926109.9k $4.3m $4.3m 0.00% Added +9.5k +9,468
15 LifeWealth Investments, LLC 0.86% of their portfolio WINTER GARDEN, FL 100,037100.0k $3.9m $3.9m 0.86% Added +68.6k +68,599
16 CWM, LLC 0.01% of their portfolio OMAHA, NE 93,51893.5k $3.6m $3.6m 0.01% Reduced -5.8k -5,807
17 Nova Wealth Management, Inc. 1.16% of their portfolio BONITA SPRINGS, FL 68,24668.2k $2.7m $2.7m 1.16% Added +29.1k +29,070
18 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 67,95568.0k $2.6m $2.6m 0.01% Reduced -13.1k -13,091
19 Mariner, LLC 0.00% of their portfolio Overland Park, KS 63,95564.0k $2.5m $2.5m 0.00% Reduced -5.8k -5,777
20 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 63,48963.5k $2.5m $2.5m 0.00% Added +6.1k +6,140
21 1ST SOURCE BANK 0.13% of their portfolio SOUTH BEND, IN 57,82057.8k $2.2m $2.2m 0.13% Reduced -6.4k -6,426
22 Mission Financial Group, LLC 1.96% of their portfolio HONOLULU, HI 48,81448.8k $2.1m $2.1m 1.96% First filing
23 HICKORY ASSET MANAGEMENT, INC. 1.55% of their portfolio Concord, OH 45,04545.0k $1.7m $1.7m 1.55% Reduced -76 -76
24 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 40,46240.5k $1.6m $1.6m 0.00% Reduced -174 -174
25 Camelot Portfolios, LLC 0.90% of their portfolio Maumee, OH 37,28337.3k $1.4m $1.4m 0.90% Added +6.8k +6,843
26 FOUNDERS FINANCIAL SECURITIES LLC 0.12% of their portfolio TOWSON, MD 36,89236.9k $1.4m $1.4m 0.12% Added +21.2k +21,166
27 Ameritas Advisory Services, LLC 0.06% of their portfolio Lincoln, NE 36,43836.4k $1.4m $1.4m 0.06% Reduced -5.8k -5,750
28 Ignite Planners, LLC 0.28% of their portfolio SAN CLEMENTE, CA 36,15836.2k $1.4m $1.4m 0.28% Reduced -3.5k -3,542
29 Pinnacle Wealth Planning Services, Inc. 0.20% of their portfolio MANSFIELD, OH 35,00035.0k $1.4m $1.4m 0.20% Unchanged
30 Horizon Investments, LLC 0.04% of their portfolio Charlotte, NC 33,82633.8k $1.3m $1.3m 0.04% Added +18.3k +18,319
31 Spire Wealth Management 0.04% of their portfolio MCLEAN, VA 33,77933.8k $1.3m $1.3m 0.04% Reduced -7.5k -7,535
32 StoneX Group Inc. 0.07% of their portfolio NEW YORK, NY 32,39832.4k $1.3m $1.3m 0.07% Reduced -1.0k -1,031
33 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 31,58331.6k $1.2m $1.2m 0.00% Added +18.6k +18,568
34 Commonwealth Financial Services, LLC 0.25% of their portfolio VIENNA, WV 31,26731.3k $1.2m $1.2m 0.25% Reduced -1.5k -1,472
35 Mutual Advisors, LLC 0.03% of their portfolio OMAHA, NE 30,68730.7k $1.2m $1.2m 0.03% Reduced -700 -700
36 SILVER OAK SECURITIES, INCORPORATED 0.11% of their portfolio JACKSON, TN 30,54130.5k $1.2m $1.2m 0.11% Unchanged
37 Integrity Financial Corp /WA 0.65% of their portfolio JACKSON, WY 29,61029.6k $1.1m $1.1m 0.65% Reduced -2.1k -2,090
38 Grantvest Financial Group LLC 0.84% of their portfolio MATAWAN, NJ 26,83426.8k $1.0m $1.0m 0.84% Reduced -1.4k -1,373
39 Lunt Capital Management, Inc. 0.33% of their portfolio HOLLADAY, UT 23,53723.5k $913.2k $913.2k 0.33% Unchanged
40 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 23,05423.1k $894.4k $894.4k 0.01% Added +4.4k +4,390
41 HARBOUR INVESTMENTS, INC. 0.03% of their portfolio MADISON, WI 22,72922.7k $881.8k $881.8k 0.03% Reduced -1.3k -1,275
42 Farther Finance Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 22,40822.4k $871.2k $871.2k 0.02% Added +21.9k +21,861
43 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 21,64921.6k $840.0k $840.0k 0.00% Added +501 +501
44 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 20,54120.5k $796.9k $796.9k 0.00% New
45 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 19,81819.8k $768.9k $768.9k 0.01% Reduced -133 -133
46 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 18,76818.8k $728.1k $728.1k 0.01% Reduced -51.3k -51,303
47 Virtue Capital Management, LLC 0.08% of their portfolio BRENTWOOD, TN 18,52318.5k $713.7k $713.7k 0.08% New
48 BRASS TAX WEALTH MANAGEMENT, INC 0.15% of their portfolio CINCINNATI, OH 18,16118.2k $704.6k $704.6k 0.15% Reduced -292 -292
49 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 17,03017.0k $660.7k $660.7k 0.01% Reduced -28.7k -28,720
50 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 16,50716.5k $640.4k $640.4k 0.00% Reduced -737 -737
51 Tanglewood Legacy Advisors, LLC 0.28% of their portfolio HOUSTON, TX 16,31216.3k $632.9k $632.9k 0.28% Reduced -646 -646
52 Schwallier Wealth Management LLC 0.45% of their portfolio GRAND RAPIDS, MI 15,56015.6k $603.7k $603.7k 0.45% Added +4.8k +4,780
53 BEACON FINANCIAL GROUP 0.06% of their portfolio DALLAS, TX 13,98614.0k $542.6k $542.6k 0.06% Reduced -10 -10
54 Sage Capital Advisors,llc 0.14% of their portfolio SIOUX FALLS, SD 13,49013.5k $523.4k $523.4k 0.14% Reduced -11.0k -10,982
55 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 12,46612.5k $483.6k $483.6k 0.00% New
56 ARBOR CAPITAL MANAGEMENT INC /ADV 0.44% of their portfolio ANCHORAGE, AK 11,75611.8k $456.7k $456.7k 0.44% Unchanged
57 AlphaStar Capital Management, LLC 0.04% of their portfolio CORNELIUS, NC 11,29811.3k $438.3k $438.3k 0.04% Unchanged
58 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 10,81610.8k $419.6k $419.6k 0.01% Unchanged
59 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 10,44710.4k $405.3k $405.3k 0.01% Reduced -78 -78
60 Lakeridge Wealth Management LLC 0.19% of their portfolio MENTOR, OH 9,5459.5k $370.3k $370.3k 0.19% Reduced -3.5k -3,500
61 WEALTHGARDEN F.S. LLC 0.35% of their portfolio EL SEGUNDO, CA 9,3799.4k $363.9k $363.9k 0.35% Unchanged
62 WMG Financial Advisors, LLC 0.14% of their portfolio Knoxville, TN 8,3048.3k $322.2k $322.2k 0.14% Unchanged
63 IMG Wealth Management, Inc. 0.27% of their portfolio JACKSONVILLE, FL 7,8537.9k $304.7k $304.7k 0.27% Unchanged
64 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 7,4127.4k $287.6k $287.6k 0.00% Reduced -1.2k -1,250
65 Strategic Blueprint, LLC 0.01% of their portfolio ATLANTA, GA 7,0107.0k $272.0k $272.0k 0.01% Unchanged
66 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 6,8256.8k $265.0k $265.0k 0.01% Added +510 +510
67 Old Port Advisors 0.07% of their portfolio PORTLAND, ME 6,4836.5k $251.5k $251.5k 0.07% Unchanged
68 Sunbelt Securities, Inc. 0.02% of their portfolio HOUSTON, TX 6,3616.4k $246.8k $246.8k 0.02% Reduced -4.0k -3,983
69 Meridian Wealth Management, LLC 0.01% of their portfolio LEXINGTON, KY 6,1606.2k $239.0k $239.0k 0.01% Reduced -470 -470
70 McKinley Carter Wealth Services, Inc. 0.01% of their portfolio WHEELING, WV 6,0806.1k $235.9k $235.9k 0.01% Unchanged
71 Octavia Wealth Advisors, LLC 0.03% of their portfolio CINCINNATI, OH 6,0806.1k $235.9k $235.9k 0.03% Unchanged
72 Clear Creek Financial Management, LLC 0.02% of their portfolio SILVERDALE, WA 5,9786.0k $231.9k $231.9k 0.02% Reduced -1.7k -1,714
73 Trek Financial, LLC 0.02% of their portfolio Scottsdale, AZ 5,9005.9k $228.9k $228.9k 0.02% Unchanged
74 CASCADE INVESTMENT GROUP, INC. 0.17% of their portfolio Colorado Springs, CO 5,5875.6k $216.8k $216.8k 0.17% Reduced -1.3k -1,283
75 Buck Wealth Strategies, LLC 0.04% of their portfolio DENVER, CO 5,4355.4k $210.9k $210.9k 0.04% New
76 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 5,1305.1k $199.0k $199.0k 0.00% Added +322 +322
77 MTM Investment Management, LLC 0.06% of their portfolio SPARTANBURG, SC 3,6703.7k $142.7k $142.7k 0.06% Unchanged
78 CREATIVE FINANCIAL DESIGNS INC /ADV 0.01% of their portfolio KOKOMO, IN 3,2863.3k $127.5k $127.5k 0.01% Unchanged
79 UBS Group AG 0.00% of their portfolio ZURICH, V8 3,0953.1k $120.1k $120.1k 0.00% Added +2.6k +2,591
80 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 2,9332.9k $113.8k $113.8k 0.00% Added +981 +981
81 SOA Wealth Advisors, LLC. 0.01% of their portfolio NEW YORK, NY 1,8321.8k $71.1k $71.1k 0.01% Unchanged
82 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 1,5001.5k $58.2k $58.2k 0.00% Added +1.0k +1,000
83 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 1,4361.4k $55.7k $55.7k 0.00% Unchanged
84 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 1,4251.4k $55.3k $55.3k 0.00% Unchanged
85 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,1551.2k $44.8k $44.8k 0.00% Unchanged
86 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 1,1441.1k $44.4k $44.4k 0.00% Reduced -1 -1
87 COMERICA BANK 0.00% of their portfolio DALLAS, TX 1,0571.1k $41.0k $41.0k 0.00% Reduced -1.2k -1,222
88 Topsail Wealth Management, LLC 0.01% of their portfolio CHARLOTTE, NC 800800 $31.0k $31.0k 0.01% Unchanged
89 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 650650 $25.2k $25.2k 0.00% Unchanged
90 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 546546 $21.0k $21.0k 0.00% Added +545 +545
91 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 500500 $19.4k $19.4k 0.00% Added +350 +350
92 DHJJ Financial Advisors, Ltd. 0.01% of their portfolio NAPERVILLE, IL 334334 $13.0k $13.0k 0.01% Unchanged
93 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.00% of their portfolio BLUE BELL, PA 215215 $8.3k $8.3k 0.00% Unchanged
94 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 190190 $7.5k $7.5k 0.00% Unchanged
95 WINNACLE WEALTH LLC 0.00% of their portfolio WACO, TX 6363 $2.4k $2.4k 0.00% Reduced -150.3k -150,336
96 Creekmur Asset Management LLC 0.00% of their portfolio MORTON, IL 88 $310 $310 0.00% Unchanged
97 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Reduced -4.3k -4,261