Vault-13

FIRST TR EXCHNG TRADED FD VI DAUG

FT VEST U.S. · ETP · CUSIP 33740F854

111 institutional holders -9 vs Q4 2025
3,121,9653.1m shares reported held*
$136.1mreported value*
8 new 22 added 42 reduced 14 sold out net sold ≈ $6.1m (-139.6k 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 ($3.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $43.62.

Trends to Q1 2026

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: 120Q1 26: 111111Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026111

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 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 25Q4 25: 35 bought or addedQ4 25: 59 cut or sold outQ1 26: 30 bought or addedQ1 26: 56 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20242056
Q3 20245738
Q4 20241953
Q1 20252556
Q2 20252148
Q3 20255738
Q4 20253559
Q1 20263056

Biggest buyers

Horizon Investments, LLC Added +83,688+83.7k
CITADEL ADVISORS LLC New +17,844+17.8k
HARBOUR INVESTMENTS, INC. Added +16,722+16.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +16,650+16.6k
Integrated Wealth Concepts LLC New +15,195+15.2k
ENVESTNET ASSET MANAGEMENT INC Added +13,078+13.1k
FOUNDERS FINANCIAL SECURITIES LLC Added +12,189+12.2k
LPL Financial LLC Added +10,396+10.4k
Kestra Advisory Services, LLC Added +10,069+10.1k
OneDigital Investment Advisors LLC New +9,749+9.7k

Biggest sellers

OSAIC HOLDINGS, INC. Reduced -121,701-121.7k
StoneX Group Inc. Sold out -31,417-31.4k
OLD MISSION CAPITAL LLC Sold out -25,326-25.3k
KESTRA PRIVATE WEALTH SERVICES, LLC Sold out -23,524-23.5k
Cambridge Investment Research Advisors, Inc. Reduced -21,899-21.9k
1ST SOURCE BANK Reduced -21,726-21.7k
JPMORGAN CHASE & CO Reduced -18,467-18.5k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -15,301-15.3k
REAP Financial Group, LLC Reduced -8,137-8.1k
Lunt Capital Management, Inc. Sold out -7,846-7.8k

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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 369,888369.9k $16.1m $16.1m 0.02% Reduced -15.3k -15,301
2 MinichMacGregor Wealth Management, LLC 1.63% of their portfolio Saratoga Springs, NY 211,946211.9k $9.2m $9.2m 1.63% Added +6.4k +6,429
3 Hartford Financial Management Inc. 1.79% of their portfolio WEST HARTFORD, CT 161,461161.5k $7.0m $7.0m 1.79% Added +354 +354
4 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 154,130154.1k $6.7m $6.7m 0.00% Added +10.4k +10,396
5 Horizon Investments, LLC 0.07% of their portfolio Charlotte, NC 145,260145.3k $6.3m $6.3m 0.07% Added +83.7k +83,688
6 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 138,693138.7k $6.0m $6.0m 0.01% Added +1.4k +1,362
7 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 131,270131.3k $5.7m $5.7m 0.00% Added +13.1k +13,078
8 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 111,359111.4k $4.8m $4.8m 0.01% Reduced -121.7k -121,701
9 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 110,360110.4k $4.8m $4.8m 0.02% Added +10.1k +10,069
10 CWM, LLC 0.01% of their portfolio OMAHA, NE 107,380107.4k $4.7m $4.7m 0.01% Reduced -3.8k -3,843
11 REAP Financial Group, LLC 0.92% of their portfolio AUSTIN, TX 106,919106.9k $4.7m $4.7m 0.92% Reduced -8.1k -8,137
12 FOUNDERS FINANCIAL SECURITIES LLC 0.19% of their portfolio TOWSON, MD 73,94773.9k $3.3m $3.3m 0.19% Added +12.2k +12,189
13 Prosperity Consulting Group, LLC 0.12% of their portfolio OWINGS MILLS, MD 62,76762.8k $2.7m $2.7m 0.12% Reduced -482 -482
14 Mariner, LLC 0.00% of their portfolio Overland Park, KS 62,59062.6k $2.7m $2.7m 0.00% Added +386 +386
15 Sage Capital Advisors,llc 0.62% of their portfolio SIOUX FALLS, SD 61,79461.8k $2.7m $2.7m 0.62% Reduced -457 -457
16 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 61,31661.3k $2.7m $2.7m 0.01% Reduced -21.9k -21,899
17 Ritter Daniher Financial Advisory LLC / DE 0.39% of their portfolio CINCINNATI, OH 53,38553.4k $2.3m $2.3m 0.39% Reduced -10 -10
18 HARBOUR INVESTMENTS, INC. 0.03% of their portfolio MADISON, WI 42,93142.9k $1.9m $1.9m 0.03% Added +16.7k +16,722
19 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 42,68542.7k $1.9m $1.9m 0.00% Reduced -4 -4
20 Wood Tarver Financial Group, LLC 0.47% of their portfolio BOISE, ID 38,67138.7k $1.7m $1.7m 0.47% Reduced -1.3k -1,298
21 LifeWealth Investments, LLC 0.49% of their portfolio WINTER GARDEN, FL 37,58337.6k $1.6m $1.6m 0.49% Reduced -131 -131
22 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 36,58936.6k $1.6m $1.6m 0.00% Added +16.6k +16,650
23 Pinnacle Wealth Planning Services, Inc. 0.16% of their portfolio MANSFIELD, OH 35,00035.0k $1.5m $1.5m 0.16% Unchanged
24 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 32,55932.6k $1.4m $1.4m 0.00% Added +3.8k +3,780
25 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 31,68831.7k $1.4m $1.4m 0.00% Reduced -1.3k -1,299
26 Ignite Planners, LLC 0.20% of their portfolio SAN CLEMENTE, CA 30,22530.2k $1.3m $1.3m 0.20% Reduced -1.9k -1,926
27 Mutual Advisors, LLC 0.03% of their portfolio OMAHA, NE 29,46229.5k $1.3m $1.3m 0.03% Reduced -950 -950
28 Foguth Wealth Management, LLC. 0.16% of their portfolio BRIGHTON, MI 28,96229.0k $1.4m $1.4m 0.16% Reduced -5.6k -5,554
29 Kovack Advisors, Inc. 0.07% of their portfolio FT. LAUDERDALE, FL 28,44128.4k $1.2m $1.2m 0.07% Added +283 +283
30 Grantvest Financial Group LLC 0.71% of their portfolio MATAWAN, NJ 25,27325.3k $1.1m $1.1m 0.71% Reduced -737 -737
31 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.06% of their portfolio Westlake, OH 23,53723.5k $1.0m $1.0m 0.06% Added +7.8k +7,846
32 Sowell Financial Services LLC 0.04% of their portfolio NORTH LITTLE ROCK, AR 23,44123.4k $1.0m $1.0m 0.04% Added +1.1k +1,119
33 Integrity Financial Corp /WA 0.48% of their portfolio JACKSON, WY 21,94721.9k $955.8k $955.8k 0.48% Reduced -3.9k -3,923
34 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 21,54021.5k $938.1k $938.1k 0.00% Reduced -701 -701
35 CFC Planning Co LLC 0.60% of their portfolio CICERO, IN 19,09619.1k $831.7k $831.7k 0.60% Reduced -1.0k -1,017
36 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 18,67618.7k $813.4k $813.4k 0.01% Reduced -96 -96
37 Camelot Portfolios, LLC 0.61% of their portfolio Maumee, OH 18,65318.7k $812.4k $812.4k 0.61% Reduced -5.8k -5,805
38 1ST SOURCE BANK 0.04% of their portfolio SOUTH BEND, IN 18,32818.3k $798.2k $798.2k 0.04% Reduced -21.7k -21,726
39 SAGESPRING WEALTH PARTNERS, LLC 0.01% of their portfolio FRANKLIN, TN 18,18918.2k $792.2k $792.2k 0.01% Unchanged
40 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 17,84417.8k $777.2k $777.2k 0.00% New
41 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 16,23116.2k $706.9k $706.9k 0.00% Reduced -1.2k -1,250
42 Ameritas Advisory Services, LLC 0.03% of their portfolio Lincoln, NE 15,95116.0k $694.7k $694.7k 0.03% Unchanged
43 TopTier Wealth Management, LLC 0.42% of their portfolio MUSKEGO, WI 15,64915.6k $681.6k $681.6k 0.42% Unchanged
44 Waverly Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 15,40515.4k $670.9k $670.9k 0.01% Reduced -80 -80
45 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 15,19515.2k $661.8k $661.8k 0.01% New
46 Sigma Planning Corp 0.02% of their portfolio ANN ARBOR, MI 14,32514.3k $623.9k $623.9k 0.02% Unchanged
47 Strategic Blueprint, LLC 0.04% of their portfolio ATLANTA, GA 14,22814.2k $619.7k $619.7k 0.04% Reduced -4.0k -3,999
48 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 12,03612.0k $524.2k $524.2k 0.01% Added +62 +62
49 AlphaStar Capital Management, LLC 0.04% of their portfolio CORNELIUS, NC 11,29811.3k $492.1k $492.1k 0.04% Unchanged
50 Commonwealth Financial Services, LLC 0.08% of their portfolio VIENNA, WV 10,94810.9k $476.8k $476.8k 0.08% Reduced -316 -316
51 Tanglewood Legacy Advisors, LLC 0.17% of their portfolio HOUSTON, TX 10,94610.9k $476.7k $476.7k 0.17% Reduced -1.8k -1,800
52 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 10,88210.9k $473.9k $473.9k 0.01% Unchanged
53 Spire Wealth Management 0.02% of their portfolio MCLEAN, VA 10,21010.2k $444.7k $444.7k 0.02% Reduced -336 -336
54 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 10,02210.0k $436.5k $436.5k 0.00% Added +500 +500
55 ARBOR CAPITAL MANAGEMENT INC /ADV 0.35% of their portfolio ANCHORAGE, AK 9,8499.8k $435.1k $435.1k 0.35% Reduced -461 -461
56 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 9,7499.7k $424.6k $424.6k 0.00% New
57 Buck Wealth Strategies, LLC 0.05% of their portfolio DENVER, CO 9,5279.5k $414.9k $414.9k 0.05% Unchanged
58 WEALTHGARDEN F.S. LLC 0.28% of their portfolio EL SEGUNDO, CA 9,3799.4k $408.5k $408.5k 0.28% Unchanged
59 Lakeridge Wealth Management LLC 0.17% of their portfolio MENTOR, OH 9,0459.0k $393.9k $393.9k 0.17% Unchanged
60 Mayfair Advisory Group, LLC 0.13% of their portfolio BIRMINGHAM, AL 8,7308.7k $380.2k $380.2k 0.13% Unchanged
61 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 8,5858.6k $373.9k $373.9k 0.00% Reduced -34 -34
62 Santori & Peters, Inc. 0.12% of their portfolio CANONSBURG, PA 8,5058.5k $370.4k $370.4k 0.12% Unchanged
63 Sound Income Strategies, LLC 0.02% of their portfolio FT LAUDERDALE, FL 8,3048.3k $363.2k $363.2k 0.02% Unchanged
64 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 7,9798.0k $347.5k $347.5k 0.01% Unchanged
65 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 7,9457.9k $347.5k $347.5k 0.00% Reduced -3.5k -3,546
66 IMG Wealth Management, Inc. 0.22% of their portfolio JACKSONVILLE, FL 7,8537.9k $342.0k $342.0k 0.22% Unchanged
67 Sun Financial Inc 0.17% of their portfolio MIDVALE, UT 7,4327.4k $344.2k $344.2k 0.17% Reduced -140 -140
68 SILVER OAK SECURITIES, INCORPORATED 0.02% of their portfolio JACKSON, TN 7,0047.0k $305.0k $305.0k 0.02% Unchanged
69 EVOLUTION WEALTH MANAGEMENT INC. 0.21% of their portfolio FORT MYERS, FL 6,5446.5k $285.0k $285.0k 0.21% Reduced -188 -188
70 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 6,1126.1k $266.2k $266.2k 0.00% Reduced -300 -300
71 McKinley Carter Wealth Services, Inc. 0.02% of their portfolio WHEELING, WV 6,0806.1k $264.8k $264.8k 0.02% Unchanged
72 Octavia Wealth Advisors, LLC 0.03% of their portfolio CINCINNATI, OH 6,0806.1k $264.8k $264.8k 0.03% Unchanged
73 Old Port Advisors 0.06% of their portfolio PORTLAND, ME 6,0286.0k $262.5k $262.5k 0.06% Unchanged
74 Trek Financial, LLC 0.01% of their portfolio Scottsdale, AZ 5,9005.9k $257.0k $257.0k 0.01% Unchanged
75 UPTICK PARTNERS, LLC 0.05% of their portfolio NACOGDOCHES, TX 5,4475.4k $237.2k $237.2k 0.05% Reduced -1.2k -1,167
76 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 5,4425.4k $237.0k $237.0k 0.00% Unchanged
77 Per Stirling Capital Management, LLC. 0.03% of their portfolio AUSTIN, TX 5,3845.4k $234.5k $234.5k 0.03% Reduced -112 -112
78 Meridian Wealth Management, LLC 0.01% of their portfolio LEXINGTON, KY 5,2285.2k $227.7k $227.7k 0.01% Reduced -250 -250
79 Foundations Investment Advisors, LLC 0.00% of their portfolio PHOENIX, AZ 5,0555.1k $220.2k $220.2k 0.00% Added +537 +537
80 First Heartland Consultants, Inc. 0.02% of their portfolio LAKE ST. LOUIS, MO 4,9855.0k $217.1k $217.1k 0.02% Unchanged
81 Quartz Partners, LLC 0.08% of their portfolio SARATOGA SPRINGS, NY 4,8584.9k $211.6k $211.6k 0.08% New
82 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 4,7004.7k $204.7k $204.7k 0.00% Unchanged
83 Arkadios Wealth Advisors 0.00% of their portfolio ATLANTA, GA 4,6224.6k $201.3k $201.3k 0.00% Unchanged
84 Noble Wealth Management PBC 0.09% of their portfolio GREENWOOD VILLAGE, CO 4,0004.0k $174.2k $174.2k 0.09% Unchanged
85 Triumph Capital Management 0.03% of their portfolio DENVER, CO 3,9423.9k $171.7k $171.7k 0.03% Added +3.4k +3,392
86 MTM Investment Management, LLC 0.05% of their portfolio SPARTANBURG, SC 3,6703.7k $159.8k $159.8k 0.05% Unchanged
87 Benson Wealth Management INC 0.20% of their portfolio OOLTEWAH, TN, TN 3,3973.4k $147.9k $147.9k 0.20% Unchanged
88 CREATIVE FINANCIAL DESIGNS INC /ADV 0.01% of their portfolio KOKOMO, IN 2,9092.9k $126.7k $126.7k 0.01% Unchanged
89 Sunbelt Securities, Inc. 0.01% of their portfolio HOUSTON, TX 2,8552.9k $124.3k $124.3k 0.01% Reduced -3.5k -3,506
90 Ashton Thomas Private Wealth, LLC 0.00% of their portfolio SCOTTSDALE, AZ 2,5002.5k $108.9k $108.9k 0.00% New
91 MeadowBrook Investment Advisors LLC 0.09% of their portfolio Livonia, MI 2,3402.3k $101.9k $101.9k 0.09% Unchanged
92 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 2,3042.3k $100.3k $100.3k 0.00% Added +1.1k +1,090
93 Capital Investment Advisory Services, LLC 0.01% of their portfolio RALEIGH, NC 1,9301.9k $84.1k $84.1k 0.01% Unchanged
94 SOA Wealth Advisors, LLC. 0.02% of their portfolio NEW YORK, NY 1,8321.8k $79.8k $79.8k 0.02% Unchanged
95 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,5441.5k $66.2k $66.2k 0.00% Reduced -18.5k -18,467
96 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 1,4361.4k $62.5k $62.5k 0.00% Unchanged
97 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 1,3411.3k $58.4k $58.4k 0.00% Reduced -566 -566
98 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 1,2631.3k $55.0k $55.0k 0.00% New
99 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 1,2321.2k $53.7k $53.7k 0.00% Added +2 +2
100 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 849849 $37.0k $37.0k 0.00% Reduced -206 -206