Vault-13

FIRST TR EXCHNG TRADED FD VI FAUG

FT VEST US EQT · ETP · CUSIP 33740F862

122 institutional holders +8 vs Q2 2023
8,202,3648.2m shares reported held*
$306.8mreported value*
17 new 51 added 36 reduced 11 sold out net bought ≈ $24.3m (+649.7k 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 ≈ $37.41.

Trends to Q3 2023

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 87Q4 22: 82Q1 23: 93Q2 23: 114Q3 23: 122122Q3 22Q4 22Q1 23Q2 23Q3 23
Numbers
QuarterHolders
Q3 202287
Q4 202282
Q1 202393
Q2 2023114
Q3 2023122

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 22: 29 bought or addedQ4 22: 44 cut or sold outQ4 22Q1 23: 42 bought or addedQ1 23: 39 cut or sold outQ1 23Q2 23: 65 bought or addedQ2 23: 36 cut or sold outQ2 23Q3 23: 68 bought or addedQ3 23: 47 cut or sold outQ3 23
Numbers
QuarterBought or addedCut or sold out
Q4 20222944
Q1 20234239
Q2 20236536
Q3 20236847

Biggest buyers

CWM, LLC Added +241,169+241.2k
Cetera Advisors LLC Added +230,943+230.9k
OSAIC HOLDINGS, INC. Added +182,840+182.8k
Raymond James Financial Services Advisors, Inc. Added +157,096+157.1k
RAYMOND JAMES & ASSOCIATES Added +129,702+129.7k
MBL Wealth, LLC Added +104,416+104.4k
Cetera Investment Advisers Added +71,144+71.1k
MML INVESTORS SERVICES, LLC Added +69,180+69.2k
CoreCap Advisors, LLC Added +68,263+68.3k
ENVESTNET ASSET MANAGEMENT INC Added +68,080+68.1k

Biggest sellers

Allen Capital Group, LLC Sold out -531,512-531.5k
ALTFEST L J & CO INC Sold out -248,611-248.6k
AE Wealth Management LLC Reduced -92,094-92.1k
Ignite Planners, LLC Reduced -85,636-85.6k
WORLD EQUITY GROUP, INC. Sold out -39,595-39.6k
Kestra Advisory Services, LLC Reduced -36,189-36.2k
Cambridge Investment Research Advisors, Inc. Reduced -18,264-18.3k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -18,055-18.1k
TOWNSQUARE CAPITAL LLC Reduced -15,779-15.8k
CITADEL ADVISORS LLC Sold out -15,190-15.2k

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

Holders, Q3 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 757,029757.0k $28.3m $28.3m 0.04% Added +182.8k +182,840
2 Sigma Planning Corp 0.95% of their portfolio ANN ARBOR, MI 678,979679.0k $25.4m $25.4m 0.95% Added +36.5k +36,485
3 COMMONWEALTH EQUITY SERVICES, LLC 0.05% of their portfolio WALTHAM, MA 624,772624.8k $23.4m $23.4m 0.05% Reduced -18.1k -18,055
4 Mason & Associates Inc 6.11% of their portfolio LOS ANGELES, CA 510,472510.5k $19.1m $19.1m 6.11% Added +9.9k +9,901
5 Cetera Advisor Networks LLC 0.08% of their portfolio EL SEGUNDO, CA 348,529348.5k $13.0m $13.0m 0.08% Added +33.2k +33,193
6 CWM, LLC 0.08% of their portfolio OMAHA, NE 346,634346.6k $13.0m $13.0m 0.08% Added +241.2k +241,169
7 MBL Wealth, LLC 1.66% of their portfolio CHARLOTTE, NC 315,632315.6k $11.8m $11.8m 1.66% Added +104.4k +104,416
8 Cetera Advisors LLC 0.16% of their portfolio DENVER, CO 278,472278.5k $10.4m $10.4m 0.16% Added +230.9k +230,943
9 Raymond James Financial Services Advisors, Inc. 0.02% of their portfolio ST. PETERSBURG, FL 277,068277.1k $10.4m $10.4m 0.02% Added +157.1k +157,096
10 Regal Investment Advisors LLC 0.85% of their portfolio KENTWOOD, MI 263,049263.0k $9.8m $9.8m 0.85% Added +10.7k +10,653
11 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 231,672231.7k $8.7m $8.7m 0.01% Added +129.7k +129,702
12 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 223,543223.5k $8.4m $8.4m 0.00% Added +68.1k +68,080
13 BEACON FINANCIAL GROUP 1.19% of their portfolio DALLAS, TX 219,078219.1k $8.4m $8.4m 1.19% Unchanged
14 Great Diamond Partners, LLC 1.62% of their portfolio Portland, ME 160,513160.5k $6.0m $6.0m 1.62% Added +1.1k +1,071
15 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 144,329144.3k $5.4m $5.4m 0.03% Reduced -18.3k -18,264
16 CreativeOne Wealth, LLC 0.38% of their portfolio OVERLAND PARK, KS 140,197140.2k $5.2m $5.2m 0.38% Added +42.5k +42,508
17 Cetera Investment Advisers 0.05% of their portfolio SCHAUMBURG, IL 140,171140.2k $5.2m $5.2m 0.05% Added +71.1k +71,144
18 NewEdge Advisors, LLC 0.05% of their portfolio NEW ORLEANS, LA 117,118117.1k $4.4m $4.4m 0.05% Reduced -6.2k -6,162
19 Capital Investment Advisory Services, LLC 0.38% of their portfolio RALEIGH, NC 103,799103.8k $3.9m $3.9m 0.38% Reduced -1.5k -1,513
20 Valtinson Bruner Financial Planning LLC 2.03% of their portfolio NEW BRIGHTON, MN 99,25299.3k $3.7m $3.7m 2.03% Reduced -2.1k -2,111
21 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 95,43695.4k $3.6m $3.6m 0.02% Added +69.2k +69,180
22 Keystone Wealth Services, LLC 1.29% of their portfolio PALM DESERT, CA 90,97991.0k $3.4m $3.4m 1.29% Added +5.9k +5,906
23 Ignite Planners, LLC 1.03% of their portfolio SAN CLEMENTE, CA 90,53390.5k $3.4m $3.4m 1.03% Reduced -85.6k -85,636
24 CoreCap Advisors, LLC 0.24% of their portfolio SOUTHFIELD, MI 88,57488.6k $3.3m $3.3m 0.24% Added +68.3k +68,263
25 AE Wealth Management LLC 0.02% of their portfolio TOPEKA, KS 79,47779.5k $3.0m $3.0m 0.02% Reduced -92.1k -92,094
26 Integrated Advisors Network LLC 0.18% of their portfolio DALLAS, TX 76,59376.6k $2.9m $2.9m 0.18% Reduced -2.0k -2,010
27 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 74,42574.4k $2.8m $2.8m 0.00% Added +42.8k +42,759
28 WINTRUST INVESTMENTS LLC 0.25% of their portfolio CHICAGO, IL 62,71262.7k $2.3m $2.3m 0.25% Added +381 +381
29 Integrity Financial Corp /WA 1.66% of their portfolio JACKSON, WY 58,72658.7k $2.2m $2.2m 1.66% Reduced -350 -350
30 Maltin Wealth Management, Inc. 1.31% of their portfolio RIDGEWOOD, NJ 49,99750.0k $1.9m $1.9m 1.31% Reduced -2.7k -2,659
31 Fragasso Financial Advisors Inc 0.19% of their portfolio SEWICKLEY, PA 48,93048.9k $1.8m $1.8m 0.19% Added +3.9k +3,917
32 STEPHENS INC /AR/ 0.03% of their portfolio LITTLE ROCK, AR 47,46447.5k $1.8m $1.8m 0.03% New
33 Advisor Resource Council 1.03% of their portfolio DALLAS, TX 41,69941.7k $1.6m $1.6m 1.03% Added +604 +604
34 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 41,02541.0k $1.5m $1.5m 0.00% Reduced -13.7k -13,703
35 Icon Wealth Partners, LLC 0.17% of their portfolio HOUSTON, TX 40,23940.2k $1.5m $1.5m 0.17% Reduced -844 -844
36 Atria Wealth Solutions, Inc. 0.02% of their portfolio NEW YORK, NY 38,54638.5k $1.4m $1.4m 0.02% Added +23.8k +23,776
37 Truadvice, LLC 0.58% of their portfolio SARASOTA, FL 38,46138.5k $1.5m $1.5m 0.58% Reduced -4.1k -4,148
38 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 38,23838.2k $1.4m $1.4m 0.02% Added +23.8k +23,750
39 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 33,72933.7k $1.3m $1.3m 0.00% Added +2.5k +2,529
40 Apollon Wealth Management, LLC 0.06% of their portfolio MOUNT PLEASANT, SC 33,20033.2k $1.2m $1.2m 0.06% Reduced -4.8k -4,775
41 HARBOUR INVESTMENTS, INC. 0.06% of their portfolio MADISON, WI 32,04132.0k $1.2m $1.2m 0.06% Added +7.9k +7,939
42 Sloy Dahl & Holst, LLC 0.26% of their portfolio Vancouver, WA 31,80031.8k $1.2m $1.2m 0.26% Reduced -1.1k -1,075
43 Integrated Wealth Concepts LLC 0.02% of their portfolio WALTHAM, MA 30,62730.6k $1.1m $1.1m 0.02% Added +669 +669
44 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 30,12030.1k $1.1m $1.1m 0.01% Added +7.0k +7,012
45 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 26,42526.4k $987.8k $987.8k 0.01% Reduced -36.2k -36,189
46 FSB PREMIER WEALTH MANAGEMENT, INC. 0.54% of their portfolio WATERLOO, IA 25,91825.9k $968.8k $968.8k 0.54% Reduced -8.2k -8,196
47 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 25,89625.9k $968.0k $968.0k 0.00% Added +6.8k +6,835
48 Naviter Wealth, LLC 0.23% of their portfolio LITTLE ROCK, AR 24,99325.0k $934.2k $934.2k 0.23% Added +1.1k +1,100
49 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 24,36424.4k $910.7k $910.7k 0.00% New
50 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 21,85021.9k $816.8k $816.8k 0.00% Added +1.1k +1,130
51 Epic Trust Investment Advisors, LLC 1.28% of their portfolio RICHLAND, WA 21,78821.8k $814.4k $814.4k 1.28% New
52 Ameritas Advisory Services, LLC 0.04% of their portfolio Lincoln, NE 21,31421.3k $801.1k $801.1k 0.04% Added +4.4k +4,376
53 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.21% of their portfolio BLUE BELL, PA 21,21821.2k $793.1k $793.1k 0.21% Added +20.3k +20,315
54 Strategic Blueprint, LLC 0.07% of their portfolio ATLANTA, GA 20,77020.8k $776.4k $776.4k 0.07% Reduced -4.4k -4,366
55 Lion Street Advisors, LLC 0.24% of their portfolio Austin, TX 20,03420.0k $748.9k $748.9k 0.24% Added +8.1k +8,052
56 WEDBUSH SECURITIES INC 0.04% of their portfolio PASADENA, CA 19,64219.6k $734.0k $734.0k 0.04% Reduced -9.6k -9,611
57 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 19,29219.3k $721.1k $721.1k 0.00% Added +1.2k +1,244
58 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 19,24719.2k $719.0k $719.0k 0.00% Added +7.6k +7,630
59 1776 Wealth LLC 0.37% of their portfolio ATLANTA, GA 18,62018.6k $696.0k $696.0k 0.37% Unchanged
60 Aurora Private Wealth, Inc. 0.77% of their portfolio ROCKAWAY, NJ 18,58318.6k $695.0k $695.0k 0.77% Added +2.3k +2,253
61 SeaCrest Wealth Management, LLC 0.08% of their portfolio PURCHASE, NY 17,16617.2k $641.7k $641.7k 0.08% Unchanged
62 Sunbelt Securities, Inc. 0.09% of their portfolio HOUSTON, TX 16,63216.6k $621.7k $621.7k 0.09% Unchanged
63 KINGSWOOD WEALTH ADVISORS, LLC 0.10% of their portfolio SAN DIEGO, CA 16,18016.2k $604.8k $604.8k 0.10% Added +2.1k +2,101
64 Virtue Capital Management, LLC 0.11% of their portfolio BRENTWOOD, TN 16,08016.1k $620.7k $620.7k 0.11% Unchanged
65 Gladstone Institutional Advisory LLC 0.04% of their portfolio Bedminster, NJ 16,05216.1k $600.0k $600.0k 0.04% Added +2.0k +1,987
66 Laidlaw Wealth Management LLC 0.18% of their portfolio NEW YORK CITY, NY 14,92914.9k $558.0k $558.0k 0.18% Unchanged
67 Main Street Financial Solutions, LLC 0.07% of their portfolio NEWTOWN, PA 14,06814.1k $525.9k $525.9k 0.07% Added +281 +281
68 Mariner, LLC 0.00% of their portfolio Overland Park, KS 14,00114.0k $523.4k $523.4k 0.00% Reduced -574 -574
69 LANARK FINANCIAL, INC. 0.06% of their portfolio BIRMINGHAM, AL 13,92013.9k $520.0k $520.0k 0.06% First filing
70 Onyx Bridge Wealth Group LLC 0.12% of their portfolio TARRYTOWN, NY 13,57013.6k $507.2k $507.2k 0.12% Added +6.7k +6,650
71 McKinley Carter Wealth Services, Inc. 0.04% of their portfolio WHEELING, WV 13,52113.5k $505.4k $505.4k 0.04% Unchanged
72 Clear Creek Financial Management, LLC 0.09% of their portfolio SILVERDALE, WA 13,37013.4k $499.8k $499.8k 0.09% New
73 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 13,16913.2k $492.3k $492.3k 0.00% First filing
74 Tanglewood Legacy Advisors, LLC 0.29% of their portfolio HOUSTON, TX 12,87812.9k $481.4k $481.4k 0.29% Added +80 +80
75 Foundations Investment Advisors, LLC 0.01% of their portfolio PHOENIX, AZ 12,74812.7k $476.5k $476.5k 0.01% Added +2.9k +2,858
76 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 12,72512.7k $475.7k $475.7k 0.01% Unchanged
77 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.04% of their portfolio BIRMINGHAM, AL 12,55712.6k $469.4k $469.4k 0.04% Added +7.4k +7,414
78 Sowell Financial Services LLC 0.03% of their portfolio NORTH LITTLE ROCK, AR 11,39811.4k $426.0k $426.0k 0.03% Reduced -131 -131
79 Bouchey Financial Group, Ltd. 0.05% of their portfolio TROY, NY 11,39311.4k $425.9k $425.9k 0.05% Reduced -431 -431
80 First Heartland Consultants, Inc. 0.05% of their portfolio LAKE ST. LOUIS, MO 11,01211.0k $412.0k $412.0k 0.05% Reduced -942 -942
81 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 10,99111.0k $410.8k $410.8k 0.00% Added +2.6k +2,630
82 Kingsview Wealth Management, LLC 0.01% of their portfolio GRANTS PASS, OR 10,71710.7k $400.6k $400.6k 0.01% Reduced -2.0k -2,000
83 Gerber Kawasaki Wealth & Investment Management 0.03% of their portfolio SANTA MONICA, CA 10,71010.7k $400.3k $400.3k 0.03% New
84 Mutual Advisors, LLC 0.02% of their portfolio OMAHA, NE 10,63310.6k $397.5k $397.5k 0.02% Reduced -100 -100
85 Sage Capital Advisors,llc 0.14% of their portfolio SIOUX FALLS, SD 10,44910.4k $390.6k $390.6k 0.14% Reduced -597 -597
86 EPG Wealth Management LLC 0.12% of their portfolio ATLANTA, GA 10,34510.3k $386.7k $386.7k 0.12% Added +7.5k +7,500
87 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 10,30610.3k $385.2k $385.2k 0.01% Reduced -80 -80
88 ARBOR CAPITAL MANAGEMENT INC /ADV 0.34% of their portfolio ANCHORAGE, AK 10,17010.2k $378.9k $378.9k 0.34% Reduced -1.6k -1,607
89 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 10,12010.1k $378.3k $378.3k 0.01% New
90 Cambridge Advisors Inc. 0.10% of their portfolio OMAHA, NE 10,00010.0k $373.8k $373.8k 0.10% New
91 BCGM Wealth Management, LLC 0.17% of their portfolio LAFAYETTE, IN 10,00010.0k $373.8k $373.8k 0.17% Unchanged
92 Octavia Wealth Advisors, LLC 0.07% of their portfolio CINCINNATI, OH 9,6379.6k $360.2k $360.2k 0.07% Unchanged
93 Arkadios Wealth Advisors 0.03% of their portfolio ATLANTA, GA 9,1519.2k $342.1k $342.1k 0.03% New
94 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 8,6168.6k $322.1k $322.1k 0.00% Added +89 +89
95 Orion Portfolio Solutions, LLC 0.00% of their portfolio Omaha, NE 8,6168.6k $322.1k $322.1k 0.00% Added +89 +89
96 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 8,5428.5k $319.3k $319.3k 0.00% New
97 StoneX Group Inc. 0.03% of their portfolio NEW YORK, NY 8,0988.1k $302.7k $302.7k 0.03% New
98 Glen Eagle Advisors, LLC 0.07% of their portfolio KINGSTON, NJ 8,0308.0k $300.2k $300.2k 0.07% Unchanged
99 Summit Wealth Partners, LLC 0.08% of their portfolio Orlando, FL 7,9157.9k $295.9k $295.9k 0.08% Unchanged
100 HBW ADVISORY SERVICES LLC 0.06% of their portfolio SIMI VALLEY, CA 7,6487.6k $286.0k $286.0k 0.06% Unchanged