Vault-13

FIRST TR EXCHNG TRADED FD VI DAUG

FT VEST U.S. · ETP · CUSIP 33740F854

120 institutional holders +7 vs Q3 2025
3,282,6103.3m shares reported held*
$145.6mreported value*
12 new 23 added 50 reduced 9 sold out net sold ≈ $11.3m (-254.9k 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 ($2.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $44.35.

Trends to Q4 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: 113Q4 25: 120120Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 2025120

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 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 25Q3 25: 57 bought or addedQ3 25: 38 cut or sold outQ4 25: 35 bought or addedQ4 25: 59 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20242352
Q2 20242056
Q3 20245738
Q4 20241953
Q1 20252556
Q2 20252148
Q3 20255738
Q4 20253559

Biggest buyers

Sowell Financial Services LLC New +22,322+22.3k
JPMORGAN CHASE & CO Added +16,459+16.5k
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors New +15,691+15.7k
Waverly Advisors, LLC New +15,485+15.5k
ENVESTNET ASSET MANAGEMENT INC Added +13,616+13.6k
&PARTNERS New +9,522+9.5k
Sound Income Strategies, LLC New +8,304+8.3k
MGO ONE SEVEN LLC New +7,979+8.0k
MinichMacGregor Wealth Management, LLC Added +5,839+5.8k
FOUNDERS FINANCIAL SECURITIES LLC Added +5,330+5.3k

Biggest sellers

WINNACLE WEALTH LLC Reduced -123,759-123.8k
LifeWealth Investments, LLC Reduced -43,682-43.7k
OSAIC HOLDINGS, INC. Reduced -37,990-38.0k
CWM, LLC Reduced -24,280-24.3k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -23,151-23.2k
CITADEL ADVISORS LLC Sold out -20,956-21.0k
Lunt Capital Management, Inc. Reduced -15,691-15.7k
Integrated Wealth Concepts LLC Sold out -15,195-15.2k
Prosperity Consulting Group, LLC Reduced -10,259-10.3k
WMG Financial Advisors, LLC Sold out -8,304-8.3k

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, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 385,189385.2k $17.1m $17.1m 0.02% Reduced -23.2k -23,151
2 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 233,060233.1k $10.3m $10.3m 0.02% Reduced -38.0k -37,990
3 MinichMacGregor Wealth Management, LLC 1.65% of their portfolio Saratoga Springs, NY 205,517205.5k $9.1m $9.1m 1.65% Added +5.8k +5,839
4 Hartford Financial Management Inc. 1.86% of their portfolio WEST HARTFORD, CT 161,107161.1k $7.1m $7.1m 1.86% Added +5.3k +5,305
5 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 143,734143.7k $6.4m $6.4m 0.00% Reduced -5.9k -5,864
6 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 137,331137.3k $6.1m $6.1m 0.01% Added +5.1k +5,076
7 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 118,192118.2k $5.2m $5.2m 0.00% Added +13.6k +13,616
8 REAP Financial Group, LLC 1.04% of their portfolio AUSTIN, TX 115,056115.1k $5.1m $5.1m 1.04% Reduced -6.2k -6,164
9 CWM, LLC 0.01% of their portfolio OMAHA, NE 111,223111.2k $4.9m $4.9m 0.01% Reduced -24.3k -24,280
10 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 100,291100.3k $4.4m $4.4m 0.02% Reduced -405 -405
11 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 83,21583.2k $3.7m $3.7m 0.01% Reduced -2.2k -2,183
12 Prosperity Consulting Group, LLC 0.13% of their portfolio OWINGS MILLS, MD 63,24963.2k $2.8m $2.8m 0.13% Reduced -10.3k -10,259
13 Sage Capital Advisors,llc 0.66% of their portfolio SIOUX FALLS, SD 62,25162.3k $2.8m $2.8m 0.66% Added +2.7k +2,665
14 Mariner, LLC 0.00% of their portfolio Overland Park, KS 62,20462.2k $2.8m $2.8m 0.00% Added +344 +344
15 FOUNDERS FINANCIAL SECURITIES LLC 0.16% of their portfolio TOWSON, MD 61,75861.8k $2.7m $2.7m 0.16% Added +5.3k +5,330
16 Horizon Investments, LLC 0.03% of their portfolio Charlotte, NC 61,57261.6k $2.7m $2.7m 0.03% Added +5.1k +5,144
17 Ritter Daniher Financial Advisory LLC / DE 0.40% of their portfolio CINCINNATI, OH 53,39553.4k $2.4m $2.4m 0.40% Reduced -320 -320
18 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 42,68942.7k $1.9m $1.9m 0.00% Reduced -250 -250
19 1ST SOURCE BANK 0.09% of their portfolio SOUTH BEND, IN 40,05440.1k $1.8m $1.8m 0.09% Unchanged
20 Wood Tarver Financial Group, LLC 0.50% of their portfolio BOISE, ID 39,96940.0k $1.8m $1.8m 0.50% Reduced -6.3k -6,297
21 LifeWealth Investments, LLC 0.53% of their portfolio WINTER GARDEN, FL 37,71437.7k $1.7m $1.7m 0.53% Reduced -43.7k -43,682
22 Pinnacle Wealth Planning Services, Inc. 0.16% of their portfolio MANSFIELD, OH 35,00035.0k $1.6m $1.6m 0.16% Unchanged
23 Foguth Wealth Management, LLC. 0.24% of their portfolio BRIGHTON, MI 34,51634.5k $1.5m $1.5m 0.24% First filing
24 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 32,98733.0k $1.5m $1.5m 0.00% Reduced -2.5k -2,450
25 Ignite Planners, LLC 0.22% of their portfolio SAN CLEMENTE, CA 32,15132.2k $1.4m $1.4m 0.22% Reduced -1.8k -1,834
26 StoneX Group Inc. 0.06% of their portfolio NEW YORK, NY 31,41731.4k $1.4m $1.4m 0.06% Reduced -2.2k -2,235
27 Mutual Advisors, LLC 0.03% of their portfolio OMAHA, NE 30,41230.4k $1.3m $1.3m 0.03% Reduced -500 -500
28 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 28,77928.8k $1.3m $1.3m 0.00% Added +3.4k +3,372
29 Kovack Advisors, Inc. 0.06% of their portfolio FT. LAUDERDALE, FL 28,15828.2k $1.2m $1.2m 0.06% Added +4.6k +4,574
30 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 26,20926.2k $1.2m $1.2m 0.02% Added +736 +736
31 Grantvest Financial Group LLC 0.74% of their portfolio MATAWAN, NJ 26,01026.0k $1.2m $1.2m 0.74% Reduced -3.1k -3,079
32 Integrity Financial Corp /WA 0.58% of their portfolio JACKSON, WY 25,87025.9k $1.1m $1.1m 0.58% Reduced -1.3k -1,267
33 OLD MISSION CAPITAL LLC 0.04% of their portfolio CHICAGO, IL 25,32625.3k $1.1m $1.1m 0.04% Reduced -1.4k -1,386
34 Camelot Portfolios, LLC 0.67% of their portfolio Maumee, OH 24,45824.5k $1.1m $1.1m 0.67% Reduced -8.1k -8,093
35 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 23,52423.5k $1.0m $1.0m 0.01% Added +354 +354
36 Sowell Financial Services LLC 0.04% of their portfolio NORTH LITTLE ROCK, AR 22,32222.3k $989.8k $989.8k 0.04% New
37 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 22,24122.2k $986.3k $986.3k 0.00% Added +1.4k +1,392
38 CFC Planning Co LLC 0.69% of their portfolio CICERO, IN 20,11320.1k $891.9k $891.9k 0.69% Reduced -781 -781
39 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 20,01120.0k $887.4k $887.4k 0.00% Added +16.5k +16,459
40 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 19,93919.9k $884.2k $884.2k 0.00% Reduced -4.1k -4,111
41 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 18,77218.8k $832.4k $832.4k 0.01% Added +96 +96
42 Strategic Blueprint, LLC 0.05% of their portfolio ATLANTA, GA 18,22718.2k $808.3k $808.3k 0.05% Added +745 +745
43 SAGESPRING WEALTH PARTNERS, LLC 0.01% of their portfolio FRANKLIN, TN 18,18918.2k $806.6k $806.6k 0.01% Unchanged
44 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 17,48117.5k $775.2k $775.2k 0.00% Reduced -17 -17
45 Ameritas Advisory Services, LLC 0.03% of their portfolio Lincoln, NE 15,95116.0k $707.3k $707.3k 0.03% Reduced -5.6k -5,589
46 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.04% of their portfolio Westlake, OH 15,69115.7k $695.8k $695.8k 0.04% New
47 TopTier Wealth Management, LLC 0.47% of their portfolio MUSKEGO, WI 15,64915.6k $693.9k $693.9k 0.47% First filing
48 Waverly Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 15,48515.5k $686.7k $686.7k 0.01% New
49 Sigma Planning Corp 0.02% of their portfolio ANN ARBOR, MI 14,32514.3k $635.2k $635.2k 0.02% Unchanged
50 Tanglewood Legacy Advisors, LLC 0.21% of their portfolio HOUSTON, TX 12,74612.7k $565.2k $565.2k 0.21% Unchanged
51 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 11,97412.0k $531.0k $531.0k 0.01% Added +217 +217
52 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 11,49111.5k $509.6k $509.6k 0.01% Reduced -3.6k -3,612
53 AlphaStar Capital Management, LLC 0.04% of their portfolio CORNELIUS, NC 11,29811.3k $501.0k $501.0k 0.04% Unchanged
54 Commonwealth Financial Services, LLC 0.08% of their portfolio VIENNA, WV 11,26411.3k $499.5k $499.5k 0.08% Reduced -32 -32
55 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 10,88210.9k $482.6k $482.6k 0.01% Reduced -425 -425
56 Spire Wealth Management 0.02% of their portfolio MCLEAN, VA 10,54610.5k $467.7k $467.7k 0.02% Reduced -575 -575
57 ARBOR CAPITAL MANAGEMENT INC /ADV 0.38% of their portfolio ANCHORAGE, AK 10,31010.3k $458.1k $458.1k 0.38% Reduced -347 -347
58 Buck Wealth Strategies, LLC 0.05% of their portfolio DENVER, CO 9,5279.5k $422.5k $422.5k 0.05% Reduced -8 -8
59 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 9,5229.5k $422.2k $422.2k 0.00% New
60 WEALTHGARDEN F.S. LLC 0.28% of their portfolio EL SEGUNDO, CA 9,3799.4k $419.5k $419.5k 0.28% Unchanged
61 Lakeridge Wealth Management LLC 0.18% of their portfolio MENTOR, OH 9,0459.0k $401.1k $401.1k 0.18% Reduced -500 -500
62 Mayfair Advisory Group, LLC 0.15% of their portfolio BIRMINGHAM, AL 8,7308.7k $387.4k $387.4k 0.15% Unchanged
63 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 8,6198.6k $382.2k $382.2k 0.00% Reduced -305 -305
64 Santori & Peters, Inc. 0.13% of their portfolio CANONSBURG, PA 8,5058.5k $377.1k $377.1k 0.13% Unchanged
65 Sound Income Strategies, LLC 0.02% of their portfolio FT LAUDERDALE, FL 8,3048.3k $371.0k $371.0k 0.02% New
66 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 7,9798.0k $353.8k $353.8k 0.01% New
67 IMG Wealth Management, Inc. 0.22% of their portfolio JACKSONVILLE, FL 7,8537.9k $348.2k $348.2k 0.22% Unchanged
68 Lunt Capital Management, Inc. 0.13% of their portfolio HOLLADAY, UT 7,8467.8k $347.9k $347.9k 0.13% Reduced -15.7k -15,691
69 Sun Financial Inc 0.19% of their portfolio MIDVALE, UT 7,5727.6k $335.8k $335.8k 0.19% First filing
70 Pursuit Wealth Management LLC 0.27% of their portfolio Palm Beach Gardens, FL 7,2137.2k $319.9k $319.9k 0.27% First filing
71 SILVER OAK SECURITIES, INCORPORATED 0.02% of their portfolio JACKSON, TN 7,0047.0k $311.7k $311.7k 0.02% Unchanged
72 Signal Advisors Wealth, LLC 0.02% of their portfolio DETROIT, MI 6,8216.8k $302.5k $302.5k 0.02% Reduced -119 -119
73 EVOLUTION WEALTH MANAGEMENT INC. 0.25% of their portfolio FORT MYERS, FL 6,7326.7k $298.5k $298.5k 0.25% Reduced -66 -66
74 UPTICK PARTNERS, LLC 0.06% of their portfolio NACOGDOCHES, TX 6,6146.6k $293.3k $293.3k 0.06% Reduced -579 -579
75 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 6,4126.4k $284.3k $284.3k 0.00% Reduced -2.0k -2,000
76 Sunbelt Securities, Inc. 0.02% of their portfolio HOUSTON, TX 6,3616.4k $282.1k $282.1k 0.02% Unchanged
77 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 6,3056.3k $279.6k $279.6k 0.00% Reduced -115 -115
78 McKinley Carter Wealth Services, Inc. 0.02% of their portfolio WHEELING, WV 6,0806.1k $269.6k $269.6k 0.02% Unchanged
79 Octavia Wealth Advisors, LLC 0.03% of their portfolio CINCINNATI, OH 6,0806.1k $269.6k $269.6k 0.03% Unchanged
80 Old Port Advisors 0.07% of their portfolio PORTLAND, ME 6,0286.0k $267.3k $267.3k 0.07% Unchanged
81 Trek Financial, LLC 0.02% of their portfolio Scottsdale, AZ 5,9005.9k $261.6k $261.6k 0.02% Unchanged
82 Per Stirling Capital Management, LLC. 0.03% of their portfolio AUSTIN, TX 5,4965.5k $243.7k $243.7k 0.03% Reduced -22 -22
83 Meridian Wealth Management, LLC 0.01% of their portfolio LEXINGTON, KY 5,4785.5k $242.9k $242.9k 0.01% Reduced -92 -92
84 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 5,4425.4k $241.0k $241.0k 0.00% Unchanged
85 Advance Capital Management, Inc. 0.01% of their portfolio SOUTHFIELD, MI 5,3015.3k $235.1k $235.1k 0.01% Reduced -3.3k -3,284
86 First Heartland Consultants, Inc. 0.02% of their portfolio LAKE ST. LOUIS, MO 4,9855.0k $221.1k $221.1k 0.02% Unchanged
87 Accel Wealth Management 0.06% of their portfolio WAVERLY, IA 4,9304.9k $218.6k $218.6k 0.06% Reduced -3 -3
88 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 4,7834.8k $213.2k $213.2k 0.00% Added +172 +172
89 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 4,7004.7k $208.4k $208.4k 0.00% First filing
90 Arkadios Wealth Advisors 0.00% of their portfolio ATLANTA, GA 4,6224.6k $205.0k $205.0k 0.00% Reduced -1.9k -1,915
91 Optivise Advisory Services LLC 0.12% of their portfolio FRANKLIN, TN 4,6014.6k $204.0k $204.0k 0.12% Reduced -215 -215
92 CASCADE INVESTMENT GROUP, INC. 0.13% of their portfolio Colorado Springs, CO 4,5244.5k $200.6k $200.6k 0.13% Reduced -1.1k -1,063
93 Foundations Investment Advisors, LLC 0.00% of their portfolio PHOENIX, AZ 4,5184.5k $200.3k $200.3k 0.00% New
94 Noble Wealth Management PBC 0.09% of their portfolio GREENWOOD VILLAGE, CO 4,0004.0k $177.4k $177.4k 0.09% Unchanged
95 MTM Investment Management, LLC 0.05% of their portfolio SPARTANBURG, SC 3,6703.7k $162.7k $162.7k 0.05% Unchanged
96 Benson Wealth Management INC 0.17% of their portfolio OOLTEWAH, TN, TN 3,3973.4k $150.6k $150.6k 0.17% First filing
97 CREATIVE FINANCIAL DESIGNS INC /ADV 0.01% of their portfolio KOKOMO, IN 2,9092.9k $129.0k $129.0k 0.01% Reduced -350 -350
98 MeadowBrook Investment Advisors LLC 0.09% of their portfolio Livonia, MI 2,3402.3k $103.8k $103.8k 0.09% New
99 Capital Investment Advisory Services, LLC 0.01% of their portfolio RALEIGH, NC 1,9301.9k $85.6k $85.6k 0.01% Added +155 +155
100 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 1,9071.9k $84.6k $84.6k 0.00% Added +1.2k +1,250