Vault-13

FIRST TR EXCHNG TRADED FD VI DAUG

FT VEST U.S. · ETP · CUSIP 33740F854

95 institutional holders -2 vs Q1 2025
3,118,6693.1m shares reported held*
$129.9mreported value*
7 new 14 added 40 reduced 8 sold out net sold ≈ $36.9m (-885.4k 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 ($1.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $41.67.

Trends to Q2 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: 97Q2 25: 9595Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 202595

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 24Q3 24: 57 bought or addedQ3 24: 38 cut or sold outQ4 24: 19 bought or addedQ4 24: 53 cut or sold outQ4 24Q1 25: 25 bought or addedQ1 25: 56 cut or sold outQ2 25: 21 bought or addedQ2 25: 48 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20233162
Q4 20231959
Q1 20242352
Q2 20242056
Q3 20245738
Q4 20241953
Q1 20252556
Q2 20252148

Biggest buyers

UBS Group AG Added +37,669+37.7k
OLD MISSION CAPITAL LLC Added +22,417+22.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +12,795+12.8k
Atria Investments, Inc Added +12,768+12.8k
RFG Advisory, LLC New +12,132+12.1k
Kestra Advisory Services, LLC Added +8,385+8.4k
CALTON & ASSOCIATES, INC. New +7,910+7.9k
AVANTAX ADVISORY SERVICES, INC. New +7,636+7.6k
ENVESTNET ASSET MANAGEMENT INC Added +7,510+7.5k
Horizon Investments, LLC Added +6,082+6.1k

Biggest sellers

Wood Tarver Financial Group, LLC Reduced -394,705-394.7k
PRECEDENT WEALTH PARTNERS, LLC Sold out -162,700-162.7k
Foguth Wealth Management, LLC. Reduced -93,432-93.4k
Signal Advisors Wealth, LLC Reduced -78,395-78.4k
1ST SOURCE BANK Sold out -57,820-57.8k
JANE STREET GROUP, LLC Reduced -25,022-25.0k
OSAIC HOLDINGS, INC. Reduced -22,913-22.9k
Cambridge Investment Research Advisors, Inc. Reduced -21,171-21.2k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -20,568-20.6k
CITADEL ADVISORS LLC Sold out -20,541-20.5k

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, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 425,430425.4k $17.7m $17.7m 0.02% Reduced -20.6k -20,568
2 MinichMacGregor Wealth Management, LLC 1.79% of their portfolio Saratoga Springs, NY 201,221201.2k $8.4m $8.4m 1.79% Reduced -1.2k -1,182
3 Hartford Financial Management Inc. 1.78% of their portfolio WEST HARTFORD, CT 156,152156.2k $6.5m $6.5m 1.78% Added +5.6k +5,594
4 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 148,875148.9k $6.2m $6.2m 0.01% Reduced -22.9k -22,913
5 REAP Financial Group, LLC 1.23% of their portfolio AUSTIN, TX 126,182126.2k $5.3m $5.3m 1.23% Reduced -2.9k -2,919
6 Bison Wealth, LLC 0.41% of their portfolio ATLANTA, GA 123,591123.6k $5.1m $5.1m 0.41% Reduced -2.9k -2,859
7 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 118,503118.5k $4.9m $4.9m 0.01% Reduced -367 -367
8 Prosperity Consulting Group, LLC 0.35% of their portfolio OWINGS MILLS, MD 116,079116.1k $4.8m $4.8m 0.35% Reduced -1.3k -1,335
9 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 112,152112.2k $4.7m $4.7m 0.00% Added +2.2k +2,226
10 CWM, LLC 0.01% of their portfolio OMAHA, NE 93,90993.9k $3.9m $3.9m 0.01% Added +391 +391
11 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 93,45693.5k $3.9m $3.9m 0.01% Reduced -21.2k -21,171
12 LifeWealth Investments, LLC 0.61% of their portfolio WINTER GARDEN, FL 85,07385.1k $3.5m $3.5m 0.61% Reduced -15.0k -14,964
13 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 76,34076.3k $3.2m $3.2m 0.02% Added +8.4k +8,385
14 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 70,99971.0k $3.0m $3.0m 0.00% Added +7.5k +7,510
15 Mariner, LLC 0.00% of their portfolio Overland Park, KS 60,84260.8k $2.5m $2.5m 0.00% Reduced -3.1k -3,113
16 Signal Advisors Wealth, LLC 0.15% of their portfolio DETROIT, MI 47,33747.3k $2.0m $2.0m 0.15% Reduced -78.4k -78,395
17 HICKORY ASSET MANAGEMENT, INC. 1.55% of their portfolio Concord, OH 45,00545.0k $1.9m $1.9m 1.55% Reduced -40 -40
18 Foguth Wealth Management, LLC. 0.38% of their portfolio BRIGHTON, MI 42,58142.6k $1.8m $1.8m 0.38% Reduced -93.4k -93,432
19 Wood Tarver Financial Group, LLC 0.52% of their portfolio BOISE, ID 41,35241.4k $1.7m $1.7m 0.52% Reduced -394.7k -394,705
20 UBS Group AG 0.00% of their portfolio ZURICH, V8 40,76440.8k $1.7m $1.7m 0.00% Added +37.7k +37,669
21 FOUNDERS FINANCIAL SECURITIES LLC 0.13% of their portfolio TOWSON, MD 39,90839.9k $1.7m $1.7m 0.13% Added +3.0k +3,016
22 Horizon Investments, LLC 0.03% of their portfolio Charlotte, NC 39,90839.9k $1.7m $1.7m 0.03% Added +6.1k +6,082
23 OLD MISSION CAPITAL LLC 0.04% of their portfolio CHICAGO, IL 39,44739.4k $1.6m $1.6m 0.04% Added +22.4k +22,417
24 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 39,05139.1k $1.6m $1.6m 0.00% Reduced -1.4k -1,411
25 Pinnacle Wealth Planning Services, Inc. 0.19% of their portfolio MANSFIELD, OH 35,00035.0k $1.5m $1.5m 0.19% Unchanged
26 Ignite Planners, LLC 0.25% of their portfolio SAN CLEMENTE, CA 34,36534.4k $1.4m $1.4m 0.25% Reduced -1.8k -1,793
27 Camelot Portfolios, LLC 0.83% of their portfolio Maumee, OH 33,27633.3k $1.4m $1.4m 0.83% Reduced -4.0k -4,007
28 SILVER OAK SECURITIES, INCORPORATED 0.11% of their portfolio JACKSON, TN 30,54130.5k $1.3m $1.3m 0.11% Unchanged
29 Spire Wealth Management 0.04% of their portfolio MCLEAN, VA 29,84229.8k $1.2m $1.2m 0.04% Reduced -3.9k -3,937
30 Mutual Advisors, LLC 0.03% of their portfolio OMAHA, NE 28,80328.8k $1.2m $1.2m 0.03% Reduced -1.9k -1,884
31 StoneX Group Inc. 0.06% of their portfolio NEW YORK, NY 27,28827.3k $1.1m $1.1m 0.06% Reduced -5.1k -5,110
32 Integrity Financial Corp /WA 0.57% of their portfolio JACKSON, WY 26,68426.7k $1.1m $1.1m 0.57% Reduced -2.9k -2,926
33 Grantvest Financial Group LLC 0.79% of their portfolio MATAWAN, NJ 25,53025.5k $1.1m $1.1m 0.79% Reduced -1.3k -1,304
34 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 25,26125.3k $1.1m $1.1m 0.00% Added +12.8k +12,795
35 Lunt Capital Management, Inc. 0.38% of their portfolio HOLLADAY, UT 23,53723.5k $980.6k $980.6k 0.38% Unchanged
36 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 23,21523.2k $967.1k $967.1k 0.01% Added +12.8k +12,768
37 Atria Wealth Solutions, Inc. 0.02% of their portfolio NEW YORK, NY 23,05423.1k $960.4k $960.4k 0.02% Unchanged
38 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 22,27522.3k $928.0k $928.0k 0.02% Reduced -454 -454
39 Farther Finance Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 21,34721.3k $889.3k $889.3k 0.02% Reduced -1.1k -1,061
40 Ameritas Advisory Services, LLC 0.05% of their portfolio Lincoln, NE 21,00221.0k $874.9k $874.9k 0.05% Reduced -15.4k -15,436
41 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 19,63119.6k $818.0k $818.0k 0.00% Reduced -2.0k -2,018
42 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 19,15919.2k $798.2k $798.2k 0.01% Reduced -659 -659
43 BRASS TAX WEALTH MANAGEMENT, INC 0.14% of their portfolio CINCINNATI, OH 17,24117.2k $718.3k $718.3k 0.14% Reduced -920 -920
44 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 16,50716.5k $687.7k $687.7k 0.00% Unchanged
45 BEACON FINANCIAL GROUP 0.06% of their portfolio DALLAS, TX 13,69813.7k $570.7k $570.7k 0.06% Reduced -288 -288
46 Sage Capital Advisors,llc 0.14% of their portfolio SIOUX FALLS, SD 13,49013.5k $562.0k $562.0k 0.14% Unchanged
47 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 12,13212.1k $505.4k $505.4k 0.01% New
48 Commonwealth Financial Services, LLC 0.10% of their portfolio VIENNA, WV 11,97412.0k $498.8k $498.8k 0.10% Reduced -19.3k -19,293
49 AlphaStar Capital Management, LLC 0.03% of their portfolio CORNELIUS, NC 11,29811.3k $470.7k $470.7k 0.03% Unchanged
50 ARBOR CAPITAL MANAGEMENT INC /ADV 0.41% of their portfolio ANCHORAGE, AK 11,08811.1k $466.7k $466.7k 0.41% Reduced -668 -668
51 Tanglewood Legacy Advisors, LLC 0.18% of their portfolio HOUSTON, TX 10,42310.4k $434.2k $434.2k 0.18% Reduced -5.9k -5,889
52 Sunbelt Securities, Inc. 0.04% of their portfolio HOUSTON, TX 10,34410.3k $410.5k $410.5k 0.04% Added +4.0k +3,983
53 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 9,8839.9k $411.7k $411.7k 0.01% Reduced -933 -933
54 Buck Wealth Strategies, LLC 0.06% of their portfolio DENVER, CO 9,5469.5k $397.7k $397.7k 0.06% Added +4.1k +4,111
55 Lakeridge Wealth Management LLC 0.18% of their portfolio MENTOR, OH 9,5459.5k $397.6k $397.6k 0.18% Unchanged
56 WEALTHGARDEN F.S. LLC 0.33% of their portfolio EL SEGUNDO, CA 9,3799.4k $397.5k $397.5k 0.33% Unchanged
57 WMG Financial Advisors, LLC 0.13% of their portfolio Knoxville, TN 8,3048.3k $345.9k $345.9k 0.13% Unchanged
58 CALTON & ASSOCIATES, INC. 0.06% of their portfolio Tampa, FL 7,9107.9k $329.5k $329.5k 0.06% New
59 IMG Wealth Management, Inc. 0.25% of their portfolio JACKSONVILLE, FL 7,8537.9k $327.2k $327.2k 0.25% Unchanged
60 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 7,6367.6k $318.1k $318.1k 0.00% New
61 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 7,4127.4k $308.8k $308.8k 0.00% Unchanged
62 Strategic Blueprint, LLC 0.01% of their portfolio ATLANTA, GA 7,0107.0k $292.0k $292.0k 0.01% Unchanged
63 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 6,8256.8k $284.0k $284.0k 0.01% Unchanged
64 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 6,5616.6k $273.3k $273.3k 0.00% Reduced -25.0k -25,022
65 Meridian Wealth Management, LLC 0.01% of their portfolio LEXINGTON, KY 6,1606.2k $256.6k $256.6k 0.01% Unchanged
66 McKinley Carter Wealth Services, Inc. 0.01% of their portfolio WHEELING, WV 6,0806.1k $253.3k $253.3k 0.01% Unchanged
67 Octavia Wealth Advisors, LLC 0.03% of their portfolio CINCINNATI, OH 6,0806.1k $253.3k $253.3k 0.03% Unchanged
68 Old Port Advisors 0.07% of their portfolio PORTLAND, ME 6,0286.0k $251.1k $251.1k 0.07% Reduced -455 -455
69 Trek Financial, LLC 0.02% of their portfolio Scottsdale, AZ 5,9005.9k $245.8k $245.8k 0.02% Unchanged
70 CASCADE INVESTMENT GROUP, INC. 0.16% of their portfolio Colorado Springs, CO 5,5875.6k $232.8k $232.8k 0.16% Unchanged
71 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 5,1205.1k $213.3k $213.3k 0.00% Reduced -10 -10
72 Optivise Advisory Services LLC 0.10% of their portfolio FRANKLIN, TN 4,9074.9k $204.4k $204.4k 0.10% New
73 Per Stirling Capital Management, LLC. 0.03% of their portfolio AUSTIN, TX 4,9034.9k $204.3k $204.3k 0.03% New
74 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 4,8814.9k $203.3k $203.3k 0.00% New
75 MTM Investment Management, LLC 0.05% of their portfolio SPARTANBURG, SC 3,6703.7k $152.9k $152.9k 0.05% Unchanged
76 CREATIVE FINANCIAL DESIGNS INC /ADV 0.01% of their portfolio KOKOMO, IN 3,2863.3k $136.9k $136.9k 0.01% Unchanged
77 SOA Wealth Advisors, LLC. 0.01% of their portfolio NEW YORK, NY 1,8321.8k $76.3k $76.3k 0.01% Unchanged
78 EVOLUTION WEALTH MANAGEMENT INC. 0.08% of their portfolio FORT MYERS, FL 1,5531.6k $64.7k $64.7k 0.08% First filing
79 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,5101.5k $62.9k $62.9k 0.00% Reduced -1.4k -1,423
80 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 1,4361.4k $59.8k $59.8k 0.00% Unchanged
81 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 1,3801.4k $57.5k $57.5k 0.00% Reduced -17.4k -17,388
82 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 1,2761.3k $53.2k $53.2k 0.00% Added +132 +132
83 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,1551.2k $48.1k $48.1k 0.00% Unchanged
84 COMERICA BANK 0.00% of their portfolio DALLAS, TX 1,0571.1k $44.0k $44.0k 0.00% Unchanged
85 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 825825 $34.4k $34.4k 0.00% Reduced -675 -675
86 Topsail Wealth Management, LLC 0.01% of their portfolio CHARLOTTE, NC 800800 $33.3k $33.3k 0.01% Unchanged
87 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 725725 $30.2k $30.2k 0.00% Reduced -700 -700
88 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 650650 $27.1k $27.1k 0.00% Unchanged
89 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 546546 $22.0k $22.0k 0.00% Unchanged
90 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 500500 $20.8k $20.8k 0.00% Unchanged
91 DHJJ Financial Advisors, Ltd. 0.01% of their portfolio NAPERVILLE, IL 334334 $13.9k $13.9k 0.01% Unchanged
92 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.00% of their portfolio BLUE BELL, PA 215215 $9.0k $9.0k 0.00% Unchanged
93 SJS Investment Consulting Inc. 0.00% of their portfolio SYLVANIA, OH 147147 $6.1k $6.1k 0.00% New
94 Creekmur Asset Management LLC 0.00% of their portfolio MORTON, IL 88 $333 $333 0.00% Unchanged
95 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged