Vault-13

FIRST TR EXCHNG TRADED FD VI DAUG

FT VEST U.S. · ETP · CUSIP 33740F854

113 institutional holders +18 vs Q2 2025
3,486,4243.5m shares reported held*
$152.2mreported value*
27 new 30 added 33 reduced 5 sold out net bought ≈ $21.8m (+498.6k 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 ($2.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $43.67.

Trends to Q3 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: 95Q3 25: 113113Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025113

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 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 25Q2 25: 21 bought or addedQ2 25: 48 cut or sold outQ3 25: 57 bought or addedQ3 25: 38 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20231959
Q1 20242352
Q2 20242056
Q3 20245738
Q4 20241953
Q1 20252556
Q2 20252148
Q3 20255738

Biggest buyers

WINNACLE WEALTH LLC New +124,916+124.9k
OSAIC HOLDINGS, INC. Added +122,175+122.2k
Ritter Daniher Financial Advisory LLC / DE New +53,715+53.7k
Sage Capital Advisors,llc Added +46,096+46.1k
Janney Montgomery Scott LLC New +42,939+42.9k
CWM, LLC Added +41,594+41.6k
1ST SOURCE BANK New +40,054+40.1k
LPL Financial LLC Added +37,446+37.4k
ENVESTNET ASSET MANAGEMENT INC Added +33,577+33.6k
Kestra Advisory Services, LLC Added +24,356+24.4k

Biggest sellers

Bison Wealth, LLC Sold out -123,591-123.6k
Prosperity Consulting Group, LLC Reduced -42,571-42.6k
UBS Group AG Reduced -40,691-40.7k
Signal Advisors Wealth, LLC Reduced -40,397-40.4k
SILVER OAK SECURITIES, INCORPORATED Reduced -23,537-23.5k
Spire Wealth Management Reduced -18,721-18.7k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -17,090-17.1k
OLD MISSION CAPITAL LLC Reduced -12,735-12.7k
Cambridge Investment Research Advisors, Inc. Reduced -8,058-8.1k
CALTON & ASSOCIATES, INC. Sold out -7,910-7.9k

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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 408,340408.3k $17.8m $17.8m 0.02% Reduced -17.1k -17,090
2 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 271,050271.1k $11.7m $11.7m 0.02% Added +122.2k +122,175
3 MinichMacGregor Wealth Management, LLC 1.70% of their portfolio Saratoga Springs, NY 199,678199.7k $8.7m $8.7m 1.70% Reduced -1.5k -1,543
4 Hartford Financial Management Inc. 1.80% of their portfolio WEST HARTFORD, CT 155,802155.8k $6.8m $6.8m 1.80% Reduced -350 -350
5 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 149,598149.6k $6.5m $6.5m 0.00% Added +37.4k +37,446
6 CWM, LLC 0.02% of their portfolio OMAHA, NE 135,503135.5k $5.9m $5.9m 0.02% Added +41.6k +41,594
7 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 132,255132.3k $5.8m $5.8m 0.01% Added +13.8k +13,752
8 WINNACLE WEALTH LLC 4.30% of their portfolio WACO, TX 124,916124.9k $5.5m $5.5m 4.30% New
9 REAP Financial Group, LLC 1.15% of their portfolio AUSTIN, TX 121,220121.2k $5.3m $5.3m 1.15% Reduced -5.0k -4,962
10 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 104,576104.6k $4.6m $4.6m 0.00% Added +33.6k +33,577
11 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 100,696100.7k $4.4m $4.4m 0.02% Added +24.4k +24,356
12 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 85,39885.4k $3.7m $3.7m 0.01% Reduced -8.1k -8,058
13 LifeWealth Investments, LLC 0.54% of their portfolio WINTER GARDEN, FL 81,39681.4k $3.6m $3.6m 0.54% Reduced -3.7k -3,677
14 Prosperity Consulting Group, LLC 0.16% of their portfolio OWINGS MILLS, MD 73,50873.5k $3.2m $3.2m 0.16% Reduced -42.6k -42,571
15 Mariner, LLC 0.00% of their portfolio Overland Park, KS 61,86061.9k $2.7m $2.7m 0.00% Added +1.0k +1,018
16 Sage Capital Advisors,llc 0.62% of their portfolio SIOUX FALLS, SD 59,58659.6k $2.6m $2.6m 0.62% Added +46.1k +46,096
17 FOUNDERS FINANCIAL SECURITIES LLC 0.17% of their portfolio TOWSON, MD 56,42856.4k $2.5m $2.5m 0.17% Added +16.5k +16,520
18 Horizon Investments, LLC 0.03% of their portfolio Charlotte, NC 56,42856.4k $2.5m $2.5m 0.03% Added +16.5k +16,520
19 Ritter Daniher Financial Advisory LLC / DE 0.41% of their portfolio CINCINNATI, OH 53,71553.7k $2.3m $2.3m 0.41% New
20 Wood Tarver Financial Group, LLC 0.60% of their portfolio BOISE, ID 46,26646.3k $2.0m $2.0m 0.60% Added +4.9k +4,914
21 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 42,93942.9k $1.9m $1.9m 0.00% New
22 1ST SOURCE BANK 0.09% of their portfolio SOUTH BEND, IN 40,05440.1k $1.7m $1.7m 0.09% New
23 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 35,43735.4k $1.5m $1.5m 0.00% Reduced -3.6k -3,614
24 Pinnacle Wealth Planning Services, Inc. 0.18% of their portfolio MANSFIELD, OH 35,00035.0k $1.5m $1.5m 0.18% Unchanged
25 Ignite Planners, LLC 0.24% of their portfolio SAN CLEMENTE, CA 33,98534.0k $1.5m $1.5m 0.24% Reduced -380 -380
26 StoneX Group Inc. 0.06% of their portfolio NEW YORK, NY 33,65233.7k $1.5m $1.5m 0.06% Added +6.4k +6,364
27 Camelot Portfolios, LLC 0.84% of their portfolio Maumee, OH 32,55132.6k $1.4m $1.4m 0.84% Reduced -725 -725
28 Mutual Advisors, LLC 0.03% of their portfolio OMAHA, NE 30,91230.9k $1.4m $1.4m 0.03% Added +2.1k +2,109
29 Grantvest Financial Group LLC 0.88% of their portfolio MATAWAN, NJ 29,08929.1k $1.3m $1.3m 0.88% Added +3.6k +3,559
30 Integrity Financial Corp /WA 0.57% of their portfolio JACKSON, WY 27,13727.1k $1.2m $1.2m 0.57% Added +453 +453
31 OLD MISSION CAPITAL LLC 0.04% of their portfolio CHICAGO, IL 26,71226.7k $1.2m $1.2m 0.04% Reduced -12.7k -12,735
32 HARBOUR INVESTMENTS, INC. 0.03% of their portfolio MADISON, WI 25,47325.5k $1.1m $1.1m 0.03% Added +3.2k +3,198
33 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 25,40725.4k $1.1m $1.1m 0.00% Added +5.8k +5,776
34 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 24,05024.1k $1.0m $1.0m 0.00% Reduced -1.2k -1,211
35 Kovack Advisors, Inc. 0.10% of their portfolio FT. LAUDERDALE, FL 23,58423.6k $1.0m $1.0m 0.10% New
36 Lunt Capital Management, Inc. 0.39% of their portfolio HOLLADAY, UT 23,53723.5k $1.0m $1.0m 0.39% Unchanged
37 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 23,17023.2k $1.0m $1.0m 0.01% Added +4.0k +4,011
38 Ameritas Advisory Services, LLC 0.06% of their portfolio Lincoln, NE 21,54021.5k $939.7k $939.7k 0.06% Added +538 +538
39 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 20,95621.0k $914.2k $914.2k 0.00% New
40 CFC Planning Co LLC 0.77% of their portfolio CICERO, IN 20,89420.9k $911.5k $911.5k 0.77% New
41 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 20,84920.8k $909.6k $909.6k 0.00% Added +4.3k +4,342
42 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 18,67618.7k $814.8k $814.8k 0.01% Reduced -4.5k -4,539
43 SAGESPRING WEALTH PARTNERS, LLC 0.02% of their portfolio FRANKLIN, TN 18,18918.2k $793.5k $793.5k 0.02% New
44 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 17,49817.5k $763.4k $763.4k 0.00% Added +12.6k +12,617
45 Strategic Blueprint, LLC 0.03% of their portfolio ATLANTA, GA 17,48217.5k $762.7k $762.7k 0.03% Added +10.5k +10,472
46 BRASS TAX WEALTH MANAGEMENT, INC 0.12% of their portfolio CINCINNATI, OH 16,82516.8k $734.0k $734.0k 0.12% Reduced -416 -416
47 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 15,19515.2k $662.9k $662.9k 0.01% New
48 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 15,10315.1k $658.9k $658.9k 0.01% Reduced -6.2k -6,244
49 Sigma Planning Corp 0.02% of their portfolio ANN ARBOR, MI 14,32514.3k $625.0k $625.0k 0.02% New
50 Tanglewood Legacy Advisors, LLC 0.21% of their portfolio HOUSTON, TX 12,74612.7k $556.1k $556.1k 0.21% Added +2.3k +2,323
51 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 11,75711.8k $512.9k $512.9k 0.01% Reduced -375 -375
52 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 11,30711.3k $493.3k $493.3k 0.01% Added +1.4k +1,424
53 AlphaStar Capital Management, LLC 0.04% of their portfolio CORNELIUS, NC 11,29811.3k $492.9k $492.9k 0.04% Unchanged
54 Commonwealth Financial Services, LLC 0.08% of their portfolio VIENNA, WV 11,29611.3k $492.8k $492.8k 0.08% Reduced -678 -678
55 Spire Wealth Management 0.02% of their portfolio MCLEAN, VA 11,12111.1k $485.2k $485.2k 0.02% Reduced -18.7k -18,721
56 ARBOR CAPITAL MANAGEMENT INC /ADV 0.37% of their portfolio ANCHORAGE, AK 10,65710.7k $465.2k $465.2k 0.37% Reduced -431 -431
57 Lakeridge Wealth Management LLC 0.19% of their portfolio MENTOR, OH 9,5459.5k $416.4k $416.4k 0.19% Unchanged
58 Buck Wealth Strategies, LLC 0.06% of their portfolio DENVER, CO 9,5359.5k $416.0k $416.0k 0.06% Reduced -11 -11
59 WEALTHGARDEN F.S. LLC 0.29% of their portfolio EL SEGUNDO, CA 9,3799.4k $410.6k $410.6k 0.29% Unchanged
60 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 8,9248.9k $389.3k $389.3k 0.00% New
61 Mayfair Advisory Group, LLC 0.16% of their portfolio BIRMINGHAM, AL 8,7308.7k $380.9k $380.9k 0.16% New
62 Advance Capital Management, Inc. 0.02% of their portfolio SOUTHFIELD, MI 8,5858.6k $374.5k $374.5k 0.02% New
63 Santori & Peters, Inc. 0.13% of their portfolio CANONSBURG, PA 8,5058.5k $371.0k $371.0k 0.13% New
64 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 8,4128.4k $367.0k $367.0k 0.00% Added +1.0k +1,000
65 WMG Financial Advisors, LLC 0.12% of their portfolio Knoxville, TN 8,3048.3k $362.3k $362.3k 0.12% Unchanged
66 IMG Wealth Management, Inc. 0.23% of their portfolio JACKSONVILLE, FL 7,8537.9k $342.6k $342.6k 0.23% Unchanged
67 BEACON FINANCIAL GROUP 0.03% of their portfolio DALLAS, TX 7,2647.3k $316.9k $316.9k 0.03% Reduced -6.4k -6,434
68 UPTICK PARTNERS, LLC 0.08% of their portfolio NACOGDOCHES, TX 7,1937.2k $313.8k $313.8k 0.08% New
69 SILVER OAK SECURITIES, INCORPORATED 0.02% of their portfolio JACKSON, TN 7,0047.0k $305.6k $305.6k 0.02% Reduced -23.5k -23,537
70 Signal Advisors Wealth, LLC 0.03% of their portfolio DETROIT, MI 6,9406.9k $302.8k $302.8k 0.03% Reduced -40.4k -40,397
71 EVOLUTION WEALTH MANAGEMENT INC. 0.30% of their portfolio FORT MYERS, FL 6,7986.8k $296.6k $296.6k 0.30% Added +5.2k +5,245
72 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 6,5376.5k $285.2k $285.2k 0.01% New
73 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 6,4206.4k $280.1k $280.1k 0.00% New
74 Sunbelt Securities, Inc. 0.02% of their portfolio HOUSTON, TX 6,3616.4k $277.5k $277.5k 0.02% Reduced -4.0k -3,983
75 McKinley Carter Wealth Services, Inc. 0.01% of their portfolio WHEELING, WV 6,0806.1k $265.2k $265.2k 0.01% Unchanged
76 Octavia Wealth Advisors, LLC 0.03% of their portfolio CINCINNATI, OH 6,0806.1k $265.2k $265.2k 0.03% Unchanged
77 Old Port Advisors 0.07% of their portfolio PORTLAND, ME 6,0286.0k $263.0k $263.0k 0.07% Unchanged
78 Trek Financial, LLC 0.02% of their portfolio Scottsdale, AZ 5,9005.9k $257.4k $257.4k 0.02% Unchanged
79 Cottage Street Advisors LLC 0.11% of their portfolio MARION, MA 5,7305.7k $250.0k $250.0k 0.11% New
80 CASCADE INVESTMENT GROUP, INC. 0.16% of their portfolio Colorado Springs, CO 5,5875.6k $243.7k $243.7k 0.16% Unchanged
81 Meridian Wealth Management, LLC 0.01% of their portfolio LEXINGTON, KY 5,5705.6k $243.0k $243.0k 0.01% Reduced -590 -590
82 Per Stirling Capital Management, LLC. 0.03% of their portfolio AUSTIN, TX 5,5185.5k $240.7k $240.7k 0.03% Added +615 +615
83 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 5,4425.4k $237.0k $237.0k 0.00% New
84 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 5,2605.3k $229.5k $229.5k 0.00% New
85 First Heartland Consultants, Inc. 0.02% of their portfolio LAKE ST. LOUIS, MO 4,9855.0k $217.5k $217.5k 0.02% New
86 Accel Wealth Management 0.06% of their portfolio WAVERLY, IA 4,9334.9k $215.2k $215.2k 0.06% New
87 Optivise Advisory Services LLC 0.12% of their portfolio FRANKLIN, TN 4,8164.8k $210.1k $210.1k 0.12% Reduced -91 -91
88 Consolidated Portfolio Review Corp 0.03% of their portfolio WOODBURY, NY 4,7164.7k $205.7k $205.7k 0.03% New
89 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 4,6114.6k $201.3k $201.3k 0.00% New
90 Noble Wealth Management PBC 0.09% of their portfolio GREENWOOD VILLAGE, CO 4,0004.0k $174.5k $174.5k 0.09% First filing
91 MTM Investment Management, LLC 0.05% of their portfolio SPARTANBURG, SC 3,6703.7k $160.1k $160.1k 0.05% Unchanged
92 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 3,5523.6k $155.0k $155.0k 0.00% Added +2.0k +2,042
93 CREATIVE FINANCIAL DESIGNS INC /ADV 0.01% of their portfolio KOKOMO, IN 3,2593.3k $142.2k $142.2k 0.01% Reduced -27 -27
94 SUMMIT WEALTH GROUP LLC / CO 0.04% of their portfolio COLORADO SPRINGS, CO 2,0382.0k $337.0k $337.0k 0.04% New
95 SOA Wealth Advisors, LLC. 0.01% of their portfolio NEW YORK, NY 1,8321.8k $79.9k $79.9k 0.01% Unchanged
96 Capital Investment Advisory Services, LLC 0.01% of their portfolio RALEIGH, NC 1,7751.8k $77.4k $77.4k 0.01% Added +1.1k +1,050
97 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 1,4361.4k $62.6k $62.6k 0.00% Unchanged
98 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 1,2621.3k $55.1k $55.1k 0.00% Reduced -14 -14
99 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,1551.2k $50.4k $50.4k 0.00% Unchanged
100 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 1,0971.1k $47.9k $47.9k 0.00% Added +551 +551