Vault-13

FIRST TR EXCHNG TRADED FD VI DAUG

FT VEST U.S. · ETP · CUSIP 33740F854

115 institutional holders +4 vs Q1 2026
3,145,0913.1m shares reported held*
$147.3mreported value*
10 new 25 added 37 reduced 6 sold out net bought ≈ $4.4m (+93.5k 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 ($3.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $46.85.

Trends to Q2 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: 111Q2 26: 115115Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026115

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 25Q1 26: 30 bought or addedQ1 26: 56 cut or sold outQ2 26: 35 bought or addedQ2 26: 43 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20245738
Q4 20241953
Q1 20252556
Q2 20252148
Q3 20255738
Q4 20253559
Q1 20263056
Q2 20263543

Biggest buyers

Bluespring Wealth Management, LLC New +94,504+94.5k
ENVESTNET ASSET MANAGEMENT INC Added +75,855+75.9k
LPL Financial LLC Added +35,953+36.0k
JPMORGAN CHASE & CO Added +18,438+18.4k
Ameritas Advisory Services, LLC Added +17,745+17.7k
FOUNDERS FINANCIAL SECURITIES LLC Added +9,285+9.3k
CARY STREET PARTNERS FINANCIAL LLC New +8,548+8.5k
MML INVESTORS SERVICES, LLC Added +6,802+6.8k
Cetera Investment Advisers Added +6,345+6.3k
Advance Capital Management, Inc. New +5,411+5.4k

Biggest sellers

Horizon Investments, LLC Reduced -62,028-62.0k
Pinnacle Wealth Planning Services, Inc. Sold out -35,000-35.0k
Kestra Advisory Services, LLC Reduced -29,196-29.2k
CITADEL ADVISORS LLC Sold out -17,844-17.8k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -11,164-11.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -8,456-8.5k
REAP Financial Group, LLC Reduced -7,708-7.7k
Ritter Daniher Financial Advisory LLC / DE Reduced -6,133-6.1k
1ST SOURCE BANK Reduced -5,328-5.3k
Meridian Wealth Management, LLC Sold out -5,228-5.2k

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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 358,724358.7k $16.8m $16.8m 0.02% Reduced -11.2k -11,164
2 MinichMacGregor Wealth Management, LLC 1.51% of their portfolio Saratoga Springs, NY 212,745212.7k $10.0m $10.0m 1.51% Added +799 +799
3 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 207,125207.1k $9.7m $9.7m 0.00% Added +75.9k +75,855
4 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 190,083190.1k $8.9m $8.9m 0.00% Added +36.0k +35,953
5 Hartford Financial Management Inc. 1.70% of their portfolio WEST HARTFORD, CT 162,249162.2k $7.6m $7.6m 1.70% Added +788 +788
6 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 145,038145.0k $6.8m $6.8m 0.01% Added +6.3k +6,345
7 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 113,974114.0k $5.3m $5.3m 0.01% Added +2.6k +2,615
8 REAP Financial Group, LLC 0.79% of their portfolio AUSTIN, TX 99,21199.2k $4.6m $4.6m 0.79% Reduced -7.7k -7,708
9 Bluespring Wealth Management, LLC 0.09% of their portfolio AUSTIN, TX 94,50494.5k $4.4m $4.4m 0.09% New
10 FOUNDERS FINANCIAL SECURITIES LLC 0.20% of their portfolio TOWSON, MD 83,23283.2k $3.9m $3.9m 0.20% Added +9.3k +9,285
11 Horizon Investments, LLC 0.04% of their portfolio Charlotte, NC 83,23283.2k $3.9m $3.9m 0.04% Reduced -62.0k -62,028
12 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 81,16481.2k $3.8m $3.8m 0.01% Reduced -29.2k -29,196
13 Sage Capital Advisors,llc 0.60% of their portfolio SIOUX FALLS, SD 61,75961.8k $2.9m $2.9m 0.60% Reduced -35 -35
14 Mariner, LLC 0.00% of their portfolio Overland Park, KS 59,93859.9k $2.8m $2.8m 0.00% Reduced -2.7k -2,652
15 Prosperity Consulting Group, LLC 0.11% of their portfolio OWINGS MILLS, MD 59,44959.4k $2.8m $2.8m 0.11% Reduced -3.3k -3,318
16 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 58,72158.7k $2.8m $2.8m 0.00% Reduced -2.6k -2,595
17 Mission Financial Group, LLC 1.91% of their portfolio HONOLULU, HI 49,01749.0k $2.3m $2.3m 1.91% First filing
18 Ritter Daniher Financial Advisory LLC / DE 0.34% of their portfolio CINCINNATI, OH 47,25247.3k $2.2m $2.2m 0.34% Reduced -6.1k -6,133
19 HARBOUR INVESTMENTS, INC. 0.03% of their portfolio MADISON, WI 43,19443.2k $2.0m $2.0m 0.03% Added +263 +263
20 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 41,61841.6k $1.9m $1.9m 0.00% Reduced -1.1k -1,067
21 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 39,36139.4k $1.8m $1.8m 0.00% Added +6.8k +6,802
22 LifeWealth Investments, LLC 0.46% of their portfolio WINTER GARDEN, FL 37,09037.1k $1.7m $1.7m 0.46% Reduced -493 -493
23 Wood Tarver Financial Group, LLC 0.41% of their portfolio BOISE, ID 36,67036.7k $1.7m $1.7m 0.41% Reduced -2.0k -2,001
24 Ameritas Advisory Services, LLC 0.03% of their portfolio Lincoln, NE 33,69633.7k $1.6m $1.6m 0.03% Added +17.7k +17,745
25 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 31,89631.9k $1.5m $1.5m 0.00% Added +208 +208
26 Mutual Advisors, LLC 0.03% of their portfolio OMAHA, NE 29,05429.1k $1.4m $1.4m 0.03% Reduced -408 -408
27 Ignite Planners, LLC 0.18% of their portfolio SAN CLEMENTE, CA 28,73628.7k $1.3m $1.3m 0.18% Reduced -1.5k -1,489
28 Foguth Wealth Management, LLC. 0.15% of their portfolio BRIGHTON, MI 28,58428.6k $1.3m $1.3m 0.15% Reduced -378 -378
29 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 28,13328.1k $1.3m $1.3m 0.00% Reduced -8.5k -8,456
30 Kovack Advisors, Inc. 0.06% of their portfolio FT. LAUDERDALE, FL 27,69627.7k $1.3m $1.3m 0.06% Reduced -745 -745
31 Grantvest Financial Group LLC 0.66% of their portfolio MATAWAN, NJ 24,43424.4k $1.1m $1.1m 0.66% Reduced -839 -839
32 Sowell Financial Services LLC 0.04% of their portfolio NORTH LITTLE ROCK, AR 23,67523.7k $1.1m $1.1m 0.04% Added +234 +234
33 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.05% of their portfolio Westlake, OH 23,53723.5k $1.1m $1.1m 0.05% Unchanged
34 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 21,62021.6k $1.0m $1.0m 0.00% Added +80 +80
35 Integrity Financial Corp /WA 0.46% of their portfolio JACKSON, WY 20,56820.6k $963.6k $963.6k 0.46% Reduced -1.4k -1,379
36 CFC Planning Co LLC 0.56% of their portfolio CICERO, IN 20,33620.3k $952.7k $952.7k 0.56% Added +1.2k +1,240
37 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 19,98220.0k $934.0k $934.0k 0.00% Added +18.4k +18,438
38 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 18,15518.2k $850.5k $850.5k 0.01% Reduced -521 -521
39 Camelot Portfolios, LLC 0.60% of their portfolio Maumee, OH 17,92617.9k $839.8k $839.8k 0.60% Reduced -727 -727
40 SAGESPRING WEALTH PARTNERS, LLC 0.01% of their portfolio FRANKLIN, TN 17,01517.0k $797.1k $797.1k 0.01% Reduced -1.2k -1,174
41 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 15,99816.0k $749.5k $749.5k 0.00% Reduced -233 -233
42 TopTier Wealth Management, LLC 0.44% of their portfolio MUSKEGO, WI 15,64915.6k $733.1k $733.1k 0.44% Unchanged
43 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 15,19515.2k $711.8k $711.8k 0.00% Unchanged
44 Strategic Blueprint, LLC 0.03% of their portfolio ATLANTA, GA 14,92814.9k $699.3k $699.3k 0.03% Added +700 +700
45 Waverly Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 14,14014.1k $662.4k $662.4k 0.00% Reduced -1.3k -1,265
46 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 13,06113.1k $611.9k $611.9k 0.01% Added +1.0k +1,025
47 1ST SOURCE BANK 0.03% of their portfolio SOUTH BEND, IN 13,00013.0k $609.0k $609.0k 0.03% Reduced -5.3k -5,328
48 AlphaStar Capital Management, LLC 0.03% of their portfolio CORNELIUS, NC 11,29811.3k $529.3k $529.3k 0.03% Unchanged
49 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 11,12411.1k $521.1k $521.1k 0.00% Added +3.2k +3,179
50 Tanglewood Legacy Advisors, LLC 0.17% of their portfolio HOUSTON, TX 10,94610.9k $512.8k $512.8k 0.17% Unchanged
51 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 10,88210.9k $509.8k $509.8k 0.01% Unchanged
52 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 10,37510.4k $486.1k $486.1k 0.01% Reduced -4.0k -3,950
53 Commonwealth Financial Services, LLC 0.07% of their portfolio VIENNA, WV 10,33910.3k $484.4k $484.4k 0.07% Reduced -609 -609
54 Spire Wealth Management 0.01% of their portfolio MCLEAN, VA 10,21010.2k $478.3k $478.3k 0.01% Unchanged
55 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 9,7499.7k $456.7k $456.7k 0.00% Unchanged
56 Buck Wealth Strategies, LLC 0.05% of their portfolio DENVER, CO 9,5279.5k $446.3k $446.3k 0.05% Unchanged
57 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 9,4379.4k $442.1k $442.1k 0.00% Reduced -585 -585
58 WEALTHGARDEN F.S. LLC 0.25% of their portfolio EL SEGUNDO, CA 9,3799.4k $439.4k $439.4k 0.25% Unchanged
59 Lakeridge Wealth Management LLC 0.16% of their portfolio MENTOR, OH 9,0459.0k $423.7k $423.7k 0.16% Unchanged
60 Mayfair Advisory Group, LLC 0.12% of their portfolio BIRMINGHAM, AL 8,7308.7k $410.3k $410.3k 0.12% Unchanged
61 CARY STREET PARTNERS FINANCIAL LLC 0.01% of their portfolio RICHMOND, VA 8,5488.5k $400.5k $400.5k 0.01% New
62 Santori & Peters, Inc. 0.11% of their portfolio CANONSBURG, PA 8,5058.5k $398.4k $398.4k 0.11% Unchanged
63 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 8,4698.5k $396.8k $396.8k 0.00% Reduced -116 -116
64 Sound Income Strategies, LLC 0.02% of their portfolio FT LAUDERDALE, FL 8,3048.3k $389.0k $389.0k 0.02% Unchanged
65 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 7,9798.0k $373.8k $373.8k 0.01% Unchanged
66 IMG Wealth Management, Inc. 0.20% of their portfolio JACKSONVILLE, FL 7,8537.9k $367.9k $367.9k 0.20% Unchanged
67 SILVER OAK SECURITIES, INCORPORATED 0.02% of their portfolio JACKSON, TN 7,8267.8k $366.6k $366.6k 0.02% Added +822 +822
68 Sun Financial Inc 0.17% of their portfolio MIDVALE, UT 7,3817.4k $350.2k $350.2k 0.17% Reduced -51 -51
69 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 7,0777.1k $331.5k $331.5k 0.00% Added +2.4k +2,377
70 EVOLUTION WEALTH MANAGEMENT INC. 0.18% of their portfolio FORT MYERS, FL 6,5446.5k $306.6k $306.6k 0.18% Unchanged
71 ARBOR CAPITAL MANAGEMENT INC /ADV 0.29% of their portfolio ANCHORAGE, AK 6,3526.4k $297.7k $297.7k 0.29% Reduced -3.5k -3,497
72 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 6,1936.2k $290.1k $290.1k 0.00% Added +81 +81
73 McKinley Carter Wealth Services, Inc. 0.01% of their portfolio WHEELING, WV 6,0806.1k $284.8k $284.8k 0.01% Unchanged
74 Octavia Wealth Advisors, LLC 0.02% of their portfolio CINCINNATI, OH 6,0806.1k $284.8k $284.8k 0.02% Unchanged
75 Old Port Advisors 0.06% of their portfolio PORTLAND, ME 6,0286.0k $282.4k $282.4k 0.06% Unchanged
76 Trek Financial, LLC 0.01% of their portfolio Scottsdale, AZ 5,9005.9k $276.4k $276.4k 0.01% Unchanged
77 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 5,7235.7k $268.0k $268.0k 0.00% Added +281 +281
78 Advance Capital Management, Inc. 0.01% of their portfolio SOUTHFIELD, MI 5,4115.4k $253.5k $253.5k 0.01% New
79 Per Stirling Capital Management, LLC. 0.02% of their portfolio AUSTIN, TX 5,3785.4k $252.0k $252.0k 0.02% Reduced -6 -6
80 Quartz Partners, LLC 0.08% of their portfolio SARATOGA SPRINGS, NY 5,0915.1k $238.5k $238.5k 0.08% Added +233 +233
81 Foundations Investment Advisors, LLC 0.00% of their portfolio PHOENIX, AZ 5,0555.1k $236.8k $236.8k 0.00% Unchanged
82 UPTICK PARTNERS, LLC 0.04% of their portfolio NACOGDOCHES, TX 5,0275.0k $235.5k $235.5k 0.04% Reduced -420 -420
83 First Heartland Consultants, Inc. 0.02% of their portfolio LAKE ST. LOUIS, MO 4,9855.0k $233.5k $233.5k 0.02% Unchanged
84 Arkadios Wealth Advisors 0.00% of their portfolio ATLANTA, GA 4,6224.6k $216.5k $216.5k 0.00% Unchanged
85 Keystone Wealth Services, LLC 0.04% of their portfolio PALM DESERT, CA 4,4314.4k $207.6k $207.6k 0.04% New
86 OPPENHEIMER & CO INC 0.00% of their portfolio NEW YORK, NY 4,4204.4k $207.1k $207.1k 0.00% New
87 Prospera Financial Services Inc 0.00% of their portfolio Dallas, TX 4,3254.3k $202.6k $202.6k 0.00% New
88 Noble Wealth Management PBC 0.09% of their portfolio GREENWOOD VILLAGE, CO 4,0004.0k $187.4k $187.4k 0.09% Unchanged
89 Triumph Capital Management 0.03% of their portfolio DENVER, CO 3,9423.9k $184.7k $184.7k 0.03% Unchanged
90 Benson Wealth Management INC 0.16% of their portfolio OOLTEWAH, TN, TN 3,3973.4k $159.1k $159.1k 0.16% Unchanged
91 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 3,3043.3k $154.8k $154.8k 0.00% Added +1.0k +1,000
92 MTM Investment Management, LLC 0.04% of their portfolio SPARTANBURG, SC 3,1553.2k $147.8k $147.8k 0.04% Reduced -515 -515
93 CREATIVE FINANCIAL DESIGNS INC /ADV 0.01% of their portfolio KOKOMO, IN 2,9342.9k $137.4k $137.4k 0.01% Added +25 +25
94 FIDUCIARY FINANCIAL ADVISORS 0.01% of their portfolio GRAND RAPIDS, MI 2,5902.6k $121.3k $121.3k 0.01% New
95 Ashton Thomas Private Wealth, LLC 0.00% of their portfolio SCOTTSDALE, AZ 2,5002.5k $117.1k $117.1k 0.00% Unchanged
96 MeadowBrook Investment Advisors LLC 0.09% of their portfolio Livonia, MI 2,3402.3k $109.6k $109.6k 0.09% Unchanged
97 Oakmont Advisory Group, LLC 0.07% of their portfolio ALBUQUERQUE, NM 1,8731.9k $87.7k $87.7k 0.07% New
98 SOA Wealth Advisors, LLC. 0.01% of their portfolio NEW YORK, NY 1,8321.8k $85.8k $85.8k 0.01% Unchanged
99 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 1,5881.6k $74.4k $74.4k 0.00% Reduced -342 -342
100 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 1,4361.4k $67.3k $67.3k 0.00% Unchanged