Vault-13

FIRST TR EXCHNG TRADED FD VI FAUG

FT VEST US EQT · ETP · CUSIP 33740F862

82 institutional holders -5 vs Q3 2022
3,739,3293.7m shares reported held*
$127.8mreported value*
10 new 19 added 31 reduced 13 sold out net sold ≈ $21.9m (-605.1k 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. Holder counts are more reliable. Implied quarter-end price ≈ $34.18.

Trends to Q4 2022

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 87Q4 22: 8282Q3 22Q4 22
Numbers
QuarterHolders
Q3 202287
Q4 202282

Biggest buyers

HBK Sorce Advisory LLC Added +38,244+38.2k
Cetera Advisors LLC Added +29,265+29.3k
Cetera Advisor Networks LLC Added +23,083+23.1k
1776 Wealth LLC New +18,885+18.9k
Laidlaw Wealth Management LLC New +15,884+15.9k
WOLVERINE TRADING, LLC New +15,883+15.9k
Sowell Financial Services LLC New +12,403+12.4k
Apollon Wealth Management, LLC Added +12,050+12.1k
JANE STREET GROUP, LLC New +11,017+11.0k
McKinley Carter Wealth Services, Inc. New +10,773+10.8k

Biggest sellers

Allen Capital Group, LLC Sold out -316,628-316.6k
BEACON FINANCIAL GROUP Reduced -98,815-98.8k
RAYMOND JAMES & ASSOCIATES Reduced -90,186-90.2k
Keystone Wealth Services, LLC Reduced -61,180-61.2k
B. Riley Wealth Advisors, Inc. Sold out -58,989-59.0k
Legacy Private Trust Co. Sold out -45,989-46.0k
OneAscent Financial Services LLC Sold out -30,931-30.9k
TRUIST FINANCIAL CORP Reduced -17,813-17.8k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -17,359-17.4k
Grant Street Asset Management, Inc. Sold out -12,441-12.4k

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 -4.7 pts · filed 2026-10-27 66.4% -4.7 pts 16.3m≈ $923.8m 2026-10-27

Holders, Q4 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 547,013547.0k $19.0m $19.0m 0.04% Added +640 +640
2 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 285,968286.0k $9.9m $9.9m 0.02% Reduced -17.4k -17,359
3 Regal Investment Advisors LLC 0.82% of their portfolio KENTWOOD, MI 243,591243.6k $8.4m $8.4m 0.82% Added +1.7k +1,705
4 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 170,107170.1k $5.9m $5.9m 0.00% Added +1.7k +1,732
5 Great Diamond Partners, LLC 1.69% of their portfolio Portland, ME 158,511158.5k $5.5m $5.5m 1.69% Reduced -6.8k -6,782
6 BEACON FINANCIAL GROUP 0.62% of their portfolio DALLAS, TX 136,417136.4k $4.5m $4.5m 0.62% Reduced -98.8k -98,815
7 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 114,270114.3k $4.0m $4.0m 0.01% Added +5.4k +5,440
8 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 113,715113.7k $3.9m $3.9m 0.00% Reduced -90.2k -90,186
9 HARBOUR INVESTMENTS, INC. 0.22% of their portfolio MADISON, WI 106,168106.2k $3.7m $3.7m 0.22% Reduced -1.1k -1,054
10 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 104,027104.0k $3.6m $3.6m 0.02% Reduced -1.5k -1,527
11 Valtinson Bruner Financial Planning LLC 2.10% of their portfolio NEW BRIGHTON, MN 103,119103.1k $3.6m $3.6m 2.10% Reduced -588 -588
12 AE Wealth Management LLC 0.02% of their portfolio TOPEKA, KS 89,58189.6k $3.1m $3.1m 0.02% Reduced -8.2k -8,241
13 Keystone Wealth Services, LLC 1.29% of their portfolio PALM DESERT, CA 85,07385.1k $2.9m $2.9m 1.29% Reduced -61.2k -61,180
14 Integrated Advisors Network LLC 0.18% of their portfolio DALLAS, TX 79,67579.7k $2.8m $2.8m 0.18% Reduced -2.6k -2,568
15 HBK Sorce Advisory LLC 0.03% of their portfolio ERIE, PA 76,48876.5k $970.0k $970.0k 0.03% Added +38.2k +38,244
16 Integrity Financial Corp /WA 2.31% of their portfolio JACKSON, WY 69,67969.7k $2.4m $2.4m 2.31% Unchanged
17 Cetera Advisor Networks LLC 0.02% of their portfolio EL SEGUNDO, CA 64,16064.2k $2.2m $2.2m 0.02% Added +23.1k +23,083
18 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 63,07963.1k $2.2m $2.2m 0.02% Reduced -2.3k -2,309
19 Cetera Advisors LLC 0.04% of their portfolio DENVER, CO 62,81762.8k $2.2m $2.2m 0.04% Added +29.3k +29,265
20 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 61,17461.2k $2.1m $2.1m 0.02% Added +7.3k +7,299
21 FSB PREMIER WEALTH MANAGEMENT, INC. 1.07% of their portfolio WATERLOO, IA 56,23356.2k $1.9m $1.9m 1.07% Unchanged
22 Icon Wealth Advisors, LLC 0.18% of their portfolio HOUSTON, TX 45,65145.7k $1.6m $1.6m 0.18% Reduced -317 -317
23 Fragasso Financial Advisors Inc 0.18% of their portfolio SEWICKLEY, PA 45,01345.0k $1.6m $1.6m 0.18% Unchanged
24 Atria Investments, Inc 0.03% of their portfolio Charlotte, NC 41,25541.3k $1.4m $1.4m 0.03% Reduced -191 -191
25 Archer Investment Corp 0.54% of their portfolio Carmel, IN 40,02540.0k $1.4m $1.4m 0.54% Reduced -169 -169
26 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 38,94838.9k $1.3m $1.3m 0.00% Reduced -17.8k -17,813
27 Truadvice, LLC 0.71% of their portfolio SARASOTA, FL 38,04038.0k $1.4m $1.4m 0.71% Reduced -72 -72
28 CoreCap Advisors, LLC 0.09% of their portfolio SOUTHFIELD, MI 35,00835.0k $1.2m $1.2m 0.09% Reduced -600 -600
29 CreativeOne Wealth, LLC 0.07% of their portfolio OVERLAND PARK, KS 34,26734.3k $1.2m $1.2m 0.07% Added +9.0k +9,002
30 Ameritas Advisory Services, LLC 0.05% of their portfolio Lincoln, NE 33,03733.0k $1.1m $1.1m 0.05% Added +5.7k +5,650
31 Sloy Dahl & Holst, LLC 0.40% of their portfolio Vancouver, WA 32,87532.9k $1.1m $1.1m 0.40% Unchanged
32 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 31,30031.3k $1.1m $1.1m 0.00% Reduced -1.7k -1,743
33 WEDBUSH SECURITIES INC 0.06% of their portfolio PASADENA, CA 30,18530.2k $1.0m $1.0m 0.06% Reduced -437 -437
34 CWM, LLC 0.01% of their portfolio OMAHA, NE 29,10629.1k $1.0m $1.0m 0.01% Unchanged
35 Apollon Wealth Management, LLC 0.07% of their portfolio MOUNT PLEASANT, SC 28,90028.9k $1.0m $1.0m 0.07% Added +12.1k +12,050
36 OLD MISSION CAPITAL LLC 0.04% of their portfolio CHICAGO, IL 25,84625.8k $895.7k $895.7k 0.04% Reduced -11.0k -10,980
37 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 23,92223.9k $829.0k $829.0k 0.01% Reduced -478 -478
38 1776 Wealth LLC 0.47% of their portfolio ATLANTA, GA 18,88518.9k $654.0k $654.0k 0.47% New
39 SeaCrest Wealth Management, LLC 0.09% of their portfolio PURCHASE, NY 17,16617.2k $594.9k $594.9k 0.09% Unchanged
40 Virtue Capital Management, LLC 0.09% of their portfolio BRENTWOOD, TN 16,55916.6k $573.9k $573.9k 0.09% Reduced -160 -160
41 Laidlaw Wealth Management LLC 0.12% of their portfolio NEW YORK CITY, NY 15,88415.9k $550.5k $550.5k 0.12% New
42 WOLVERINE TRADING, LLC 0.01% of their portfolio CHICAGO, IL 15,88315.9k $550.0k $550.0k 0.01% New
43 Main Street Financial Solutions, LLC 0.08% of their portfolio NEWTOWN, PA 15,09115.1k $523.0k $523.0k 0.08% Unchanged
44 Aurora Private Wealth, Inc. 0.58% of their portfolio ROCKAWAY, NJ 14,63514.6k $507.0k $507.0k 0.58% Reduced -986 -986
45 Mariner, LLC 0.00% of their portfolio Overland Park, KS 14,59614.6k $506.0k $506.0k 0.00% Reduced -40 -40
46 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 12,67712.7k $439.3k $439.3k 0.00% Added +1.3k +1,275
47 Sowell Financial Services LLC 0.03% of their portfolio NORTH LITTLE ROCK, AR 12,40312.4k $430.0k $430.0k 0.03% New
48 Bouchey Financial Group, Ltd. 0.06% of their portfolio TROY, NY 12,25912.3k $424.8k $424.8k 0.06% Reduced -7.9k -7,854
49 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 12,17512.2k $421.9k $421.9k 0.01% Unchanged
50 ARBOR CAPITAL MANAGEMENT INC /ADV 0.37% of their portfolio ANCHORAGE, AK 11,93711.9k $411.2k $411.2k 0.37% Unchanged
51 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 11,01711.0k $381.8k $381.8k 0.00% New
52 McKinley Carter Wealth Services, Inc. 0.03% of their portfolio WHEELING, WV 10,77310.8k $373.3k $373.3k 0.03% New
53 Orion Portfolio Solutions, LLC 0.01% of their portfolio Omaha, NE 10,46110.5k $362.5k $362.5k 0.01% Reduced -72 -72
54 Tanglewood Legacy Advisors, LLC 0.25% of their portfolio HOUSTON, TX 10,25010.2k $355.2k $355.2k 0.25% First filing
55 Mutual Advisors, LLC 0.02% of their portfolio OMAHA, NE 10,16210.2k $352.2k $352.2k 0.02% Reduced -3.6k -3,620
56 Octavia Wealth Advisors, LLC 0.08% of their portfolio CINCINNATI, OH 9,6379.6k $334.0k $334.0k 0.08% Unchanged
57 Kingsview Wealth Management, LLC 0.01% of their portfolio GRANTS PASS, OR 9,4809.5k $328.5k $328.5k 0.01% Unchanged
58 Sage Capital Advisors,llc 0.13% of their portfolio SIOUX FALLS, SD 8,7648.8k $303.7k $303.7k 0.13% Added +772 +772
59 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 8,7018.7k $261.0k $261.0k 0.01% Added +201 +201
60 Ignite Planners, LLC 0.13% of their portfolio SAN CLEMENTE, CA 8,4268.4k $304.7k $304.7k 0.13% New
61 TRUSTCORE FINANCIAL SERVICES, LLC 0.03% of their portfolio BRENTWOOD, TN 8,3618.4k $289.8k $289.8k 0.03% Unchanged
62 Glen Eagle Advisors, LLC 0.08% of their portfolio KINGSTON, NJ 8,0308.0k $278.3k $278.3k 0.08% Unchanged
63 Summit Wealth Partners, LLC 0.07% of their portfolio Orlando, FL 7,9157.9k $274.3k $274.3k 0.07% Unchanged
64 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.09% of their portfolio BLUE BELL, PA 7,6227.6k $264.1k $264.1k 0.09% Reduced -286 -286
65 FLAGSTAR SECURITIES, INC 0.09% of their portfolio New York, NY 7,5937.6k $263.1k $263.1k 0.09% Unchanged
66 Sunbelt Securities, Inc. 0.05% of their portfolio HOUSTON, TX 7,2167.2k $250.1k $250.1k 0.05% Unchanged
67 MGO ONE SEVEN LLC 0.02% of their portfolio Beachwood, OH 6,6406.6k $230.1k $230.1k 0.02% Reduced -5.1k -5,086
68 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 6,5706.6k $227.7k $227.7k 0.01% Added +70 +70
69 INDEPENDENT FINANCIAL GROUP, LLC 0.02% of their portfolio SAN DIEGO, CA 6,3136.3k $218.8k $218.8k 0.02% Reduced -39 -39
70 Marshall Financial Group, LLC 0.08% of their portfolio Hunt Valley, MD 6,1706.2k $213.8k $213.8k 0.08% Unchanged
71 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 5,8705.9k $203.4k $203.4k 0.01% Reduced -300 -300
72 Santori & Peters, Inc. 0.12% of their portfolio CANONSBURG, PA 5,7855.8k $200.5k $200.5k 0.12% New
73 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.01% of their portfolio BIRMINGHAM, AL 4,9625.0k $172.0k $172.0k 0.01% Unchanged
74 Capital Analysts, LLC 0.01% of their portfolio FORT WASHINGTON, PA 3,7823.8k $131.0k $131.0k 0.01% Added +700 +700
75 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 3,0803.1k $107.0k $107.0k 0.00% New
76 EPG Wealth Management LLC 0.04% of their portfolio ATLANTA, GA 2,8452.8k $98.6k $98.6k 0.04% Unchanged
77 Capital Investment Advisory Services, LLC 0.01% of their portfolio RALEIGH, NC 2,4722.5k $85.7k $85.7k 0.01% Unchanged
78 UBS Group AG 0.00% of their portfolio ZURICH, V8 2,4392.4k $84.5k $84.5k 0.00% Added +1.8k +1,755
79 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 2,2832.3k $79.1k $79.1k 0.00% New
80 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 1,1151.1k $38.6k $38.6k 0.00% Added +430 +430
81 MONEY CONCEPTS CAPITAL CORP 0.00% of their portfolio PALM BEACH GARDENS, FL 162162 $5.6k $5.6k 0.00% Added +100 +100
82 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 4040 $1.4k $1.4k 0.00% Unchanged