Vault-13

FIRST TR EXCHNG TRADED FD VI FAUG

FT VEST US EQT · ETP · CUSIP 33740F862

93 institutional holders +11 vs Q4 2022
4,464,3324.5m shares reported held*
$162.0mreported value*
20 new 22 added 32 reduced 7 sold out net bought ≈ $29.0m (+769.1k 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 ≈ $36.28.

Trends to Q1 2023

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 87Q4 22: 82Q1 23: 9393Q3 22Q4 22Q1 23
Numbers
QuarterHolders
Q3 202287
Q4 202282
Q1 202393

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q4 22: 29 bought or addedQ4 22: 44 cut or sold outQ4 22Q1 23: 42 bought or addedQ1 23: 39 cut or sold outQ1 23
Numbers
QuarterBought or addedCut or sold out
Q4 20222944
Q1 20234239

Biggest buyers

Allen Capital Group, LLC New +286,329+286.3k
AE Wealth Management LLC Added +218,674+218.7k
NewEdge Advisors, LLC Added +129,947+129.9k
COMMONWEALTH EQUITY SERVICES, LLC Added +99,656+99.7k
BEACON FINANCIAL GROUP Added +54,126+54.1k
Integrated Wealth Concepts LLC New +29,958+30.0k
Cambridge Investment Research Advisors, Inc. Added +27,047+27.0k
OLD MISSION CAPITAL LLC Added +22,785+22.8k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC New +20,720+20.7k
Lion Street Advisors, LLC New +19,460+19.5k

Biggest sellers

HBK Sorce Advisory LLC Reduced -64,591-64.6k
ENVESTNET ASSET MANAGEMENT INC Reduced -44,337-44.3k
Atria Investments, Inc Sold out -41,255-41.3k
CreativeOne Wealth, LLC Sold out -34,267-34.3k
Cetera Advisor Networks LLC Reduced -30,864-30.9k
RAYMOND JAMES & ASSOCIATES Reduced -21,370-21.4k
Cetera Advisors LLC Reduced -13,361-13.4k
Ameritas Advisory Services, LLC Reduced -12,635-12.6k
Sowell Financial Services LLC Sold out -12,403-12.4k
Sage Capital Advisors,llc Sold out -8,764-8.8k

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

Holders, Q1 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 562,599562.6k $20.5m $20.5m 0.04% Added +15.6k +15,586
2 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 385,624385.6k $14.1m $14.1m 0.03% Added +99.7k +99,656
3 AE Wealth Management LLC 0.07% of their portfolio TOPEKA, KS 308,255308.3k $11.2m $11.2m 0.07% Added +218.7k +218,674
4 Allen Capital Group, LLC 1.99% of their portfolio GRAND ISLAND, NE 286,329286.3k $10.4m $10.4m 1.99% New
5 Regal Investment Advisors LLC 0.79% of their portfolio KENTWOOD, MI 243,496243.5k $8.9m $8.9m 0.79% Reduced -95 -95
6 BEACON FINANCIAL GROUP 0.83% of their portfolio DALLAS, TX 190,543190.5k $5.9m $5.9m 0.83% Added +54.1k +54,126
7 Great Diamond Partners, LLC 1.66% of their portfolio Portland, ME 156,863156.9k $5.7m $5.7m 1.66% Reduced -1.6k -1,648
8 NewEdge Advisors, LLC 0.06% of their portfolio NEW ORLEANS, LA 132,230132.2k $4.8m $4.8m 0.06% Added +129.9k +129,947
9 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 131,074131.1k $4.8m $4.8m 0.02% Added +27.0k +27,047
10 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 125,770125.8k $4.6m $4.6m 0.00% Reduced -44.3k -44,337
11 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 117,151117.2k $4.3m $4.3m 0.01% Added +2.9k +2,881
12 HARBOUR INVESTMENTS, INC. 0.21% of their portfolio MADISON, WI 103,064103.1k $3.8m $3.8m 0.21% Reduced -3.1k -3,104
13 Valtinson Bruner Financial Planning LLC 2.12% of their portfolio NEW BRIGHTON, MN 101,588101.6k $3.7m $3.7m 2.12% Reduced -1.5k -1,531
14 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 92,34592.3k $3.4m $3.4m 0.00% Reduced -21.4k -21,370
15 Keystone Wealth Services, LLC 1.27% of their portfolio PALM DESERT, CA 85,07385.1k $3.1m $3.1m 1.27% Unchanged
16 Integrated Advisors Network LLC 0.17% of their portfolio DALLAS, TX 79,65579.7k $2.9m $2.9m 0.17% Reduced -20 -20
17 Integrity Financial Corp /WA 2.09% of their portfolio JACKSON, WY 69,67969.7k $2.5m $2.5m 2.09% Unchanged
18 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 64,49264.5k $2.4m $2.4m 0.03% Added +3.3k +3,318
19 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 56,26456.3k $2.1m $2.1m 0.02% Reduced -6.8k -6,815
20 FSB PREMIER WEALTH MANAGEMENT, INC. 1.12% of their portfolio WATERLOO, IA 55,32855.3k $2.0m $2.0m 1.12% Reduced -905 -905
21 Cetera Advisors LLC 0.03% of their portfolio DENVER, CO 49,45649.5k $1.8m $1.8m 0.03% Reduced -13.4k -13,361
22 OLD MISSION CAPITAL LLC 0.05% of their portfolio CHICAGO, IL 48,63148.6k $1.8m $1.8m 0.05% Added +22.8k +22,785
23 Fragasso Financial Advisors Inc 0.19% of their portfolio SEWICKLEY, PA 45,01345.0k $1.6m $1.6m 0.19% Unchanged
24 Icon Wealth Partners, LLC 0.18% of their portfolio HOUSTON, TX 44,87944.9k $1.6m $1.6m 0.18% First filing
25 Archer Investment Corp 0.59% of their portfolio Carmel, IN 43,85743.9k $1.6m $1.6m 0.59% Added +3.8k +3,832
26 Apollon Wealth Management, LLC 0.09% of their portfolio MOUNT PLEASANT, SC 38,25038.2k $1.4m $1.4m 0.09% Added +9.3k +9,350
27 Truadvice, LLC 0.55% of their portfolio SARASOTA, FL 37,90537.9k $1.4m $1.4m 0.55% Reduced -135 -135
28 Cetera Advisor Networks LLC 0.01% of their portfolio EL SEGUNDO, CA 33,29633.3k $1.2m $1.2m 0.01% Reduced -30.9k -30,864
29 Sloy Dahl & Holst, LLC 0.27% of their portfolio Vancouver, WA 32,87532.9k $1.2m $1.2m 0.27% Unchanged
30 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 31,67531.7k $1.2m $1.2m 0.00% Added +375 +375
31 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 31,61131.6k $1.2m $1.2m 0.00% Reduced -7.3k -7,337
32 WEDBUSH SECURITIES INC 0.06% of their portfolio PASADENA, CA 31,46231.5k $1.1m $1.1m 0.06% Added +1.3k +1,277
33 Integrated Wealth Concepts LLC 0.02% of their portfolio WALTHAM, MA 29,95830.0k $1.1m $1.1m 0.02% New
34 CWM, LLC 0.01% of their portfolio OMAHA, NE 29,10629.1k $1.1m $1.1m 0.01% Unchanged
35 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 23,71023.7k $865.0k $865.0k 0.01% Reduced -212 -212
36 WOLVERINE TRADING, LLC 0.02% of their portfolio CHICAGO, IL 22,70922.7k $820.0k $820.0k 0.02% Added +6.8k +6,826
37 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 20,72020.7k $755.8k $755.8k 0.01% New
38 Ameritas Advisory Services, LLC 0.04% of their portfolio Lincoln, NE 20,40220.4k $744.6k $744.6k 0.04% Reduced -12.6k -12,635
39 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 20,33120.3k $741.6k $741.6k 0.00% Added +7.7k +7,654
40 Lion Street Advisors, LLC 0.22% of their portfolio Austin, TX 19,46019.5k $709.8k $709.8k 0.22% New
41 1776 Wealth LLC 0.41% of their portfolio ATLANTA, GA 18,88518.9k $688.9k $688.9k 0.41% Unchanged
42 SeaCrest Wealth Management, LLC 0.08% of their portfolio PURCHASE, NY 17,16617.2k $626.2k $626.2k 0.08% Unchanged
43 Aurora Private Wealth, Inc. 0.64% of their portfolio ROCKAWAY, NJ 16,33016.3k $596.0k $596.0k 0.64% Added +1.7k +1,695
44 Laidlaw Wealth Management LLC 0.12% of their portfolio NEW YORK CITY, NY 15,88415.9k $579.4k $579.4k 0.12% Unchanged
45 Virtue Capital Management, LLC 0.09% of their portfolio BRENTWOOD, TN 15,71115.7k $567.6k $567.6k 0.09% Reduced -848 -848
46 Sunbelt Securities, Inc. 0.09% of their portfolio HOUSTON, TX 15,22415.2k $549.9k $549.9k 0.09% Added +8.0k +8,008
47 Main Street Financial Solutions, LLC 0.08% of their portfolio NEWTOWN, PA 15,08915.1k $550.4k $550.4k 0.08% Reduced -2 -2
48 Mariner, LLC 0.00% of their portfolio Overland Park, KS 14,50514.5k $529.0k $529.0k 0.00% Reduced -91 -91
49 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 14,22514.2k $518.9k $518.9k 0.01% Added +2.0k +2,050
50 Kingsview Wealth Management, LLC 0.02% of their portfolio GRANTS PASS, OR 13,38013.4k $488.1k $488.1k 0.02% Added +3.9k +3,900
51 TOWNSQUARE CAPITAL LLC 0.01% of their portfolio Lehi, UT 13,05813.1k $476.3k $476.3k 0.01% New
52 Gladstone Institutional Advisory LLC 0.03% of their portfolio Bedminster, NJ 12,62912.6k $460.7k $460.7k 0.03% New
53 ARBOR CAPITAL MANAGEMENT INC /ADV 0.35% of their portfolio ANCHORAGE, AK 11,91911.9k $434.2k $434.2k 0.35% Reduced -18 -18
54 HBK Sorce Advisory LLC 0.02% of their portfolio ERIE, PA 11,89711.9k $434.0k $434.0k 0.02% Reduced -64.6k -64,591
55 Bouchey Financial Group, Ltd. 0.06% of their portfolio TROY, NY 11,85311.9k $432.0k $432.0k 0.06% Reduced -406 -406
56 WORLD EQUITY GROUP, INC. 0.09% of their portfolio SCHAUMBURG, IL 11,62011.6k $628.5k $628.5k 0.09% New
57 McKinley Carter Wealth Services, Inc. 0.03% of their portfolio WHEELING, WV 10,77310.8k $393.0k $393.0k 0.03% Unchanged
58 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 10,45510.5k $381.4k $381.4k 0.00% New
59 Orion Portfolio Solutions, LLC 0.00% of their portfolio Omaha, NE 10,45510.5k $381.4k $381.4k 0.00% Reduced -6 -6
60 Mutual Advisors, LLC 0.02% of their portfolio OMAHA, NE 10,16210.2k $370.7k $370.7k 0.02% Unchanged
61 BCGM Wealth Management, LLC 0.18% of their portfolio LAFAYETTE, IN 10,00010.0k $364.8k $364.8k 0.18% New
62 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 9,8159.8k $358.0k $358.0k 0.00% New
63 Octavia Wealth Advisors, LLC 0.08% of their portfolio CINCINNATI, OH 9,6379.6k $351.5k $351.5k 0.08% Unchanged
64 Tanglewood Legacy Advisors, LLC 0.22% of their portfolio HOUSTON, TX 9,2989.3k $339.2k $339.2k 0.22% Reduced -952 -952
65 Grant Street Asset Management, Inc. 0.13% of their portfolio CANONSBURG, PA 9,1199.1k $332.6k $332.6k 0.13% New
66 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 8,7958.8k $320.8k $320.8k 0.01% Added +2.2k +2,225
67 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 8,3618.4k $305.0k $305.0k 0.00% New
68 Glen Eagle Advisors, LLC 0.07% of their portfolio KINGSTON, NJ 8,0308.0k $292.9k $292.9k 0.07% Unchanged
69 Summit Wealth Partners, LLC 0.07% of their portfolio Orlando, FL 7,9157.9k $288.7k $288.7k 0.07% Unchanged
70 Ignite Planners, LLC 0.12% of their portfolio SAN CLEMENTE, CA 7,8837.9k $287.2k $287.2k 0.12% Reduced -543 -543
71 Strategic Blueprint, LLC 0.03% of their portfolio ATLANTA, GA 7,3747.4k $269.0k $269.0k 0.03% New
72 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 7,3507.3k $268.1k $268.1k 0.01% New
73 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.08% of their portfolio BLUE BELL, PA 7,3037.3k $266.4k $266.4k 0.08% Reduced -319 -319
74 Cypress Wealth Services, LLC 0.08% of their portfolio PALM DESERT, CA 7,2117.2k $263.0k $263.0k 0.08% New
75 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 7,0517.1k $257.2k $257.2k 0.00% New
76 INDEPENDENT FINANCIAL GROUP, LLC 0.02% of their portfolio SAN DIEGO, CA 6,4496.4k $235.2k $235.2k 0.02% Added +136 +136
77 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 6,2896.3k $229.4k $229.4k 0.00% New
78 FLAGSTAR SECURITIES, INC 0.08% of their portfolio New York, NY 6,2356.2k $227.4k $227.4k 0.08% Reduced -1.4k -1,358
79 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 6,1776.2k $225.3k $225.3k 0.00% Reduced -4.8k -4,840
80 Marshall Financial Group, LLC 0.08% of their portfolio Hunt Valley, MD 6,1706.2k $225.1k $225.1k 0.08% Unchanged
81 Kovack Advisors, Inc. 0.03% of their portfolio FT. LAUDERDALE, FL 5,9836.0k $218.2k $218.2k 0.03% New
82 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 5,8205.8k $212.3k $212.3k 0.01% Reduced -50 -50
83 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.01% of their portfolio BIRMINGHAM, AL 4,8624.9k $177.4k $177.4k 0.01% Reduced -100 -100
84 UBS Group AG 0.00% of their portfolio ZURICH, V8 4,2544.3k $155.2k $155.2k 0.00% Added +1.8k +1,815
85 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 4,1394.1k $124.9k $124.9k 0.01% Reduced -4.6k -4,562
86 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 3,0803.1k $112.4k $112.4k 0.00% Unchanged
87 EPG Wealth Management LLC 0.03% of their portfolio ATLANTA, GA 2,8452.8k $103.8k $103.8k 0.03% Unchanged
88 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 1,1151.1k $40.7k $40.7k 0.00% Unchanged
89 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 995995 $36.3k $36.3k 0.00% Reduced -1.5k -1,477
90 Avior Wealth Management, LLC 0.00% of their portfolio OMAHA, NE 473473 $17.3k $17.3k 0.00% New
91 WOLFF WIESE MAGANA LLC 0.00% of their portfolio CARSLBAD, CA 166166 $6.1k $6.1k 0.00% New
92 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 150150 $5.0k $5.0k 0.00% Reduced -3.6k -3,632
93 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 4040 $1.5k $1.5k 0.00% Unchanged