Vault-13

FIRST TR EXCHNG TRADED FD VI FAUG

FT VEST US EQT · ETP · CUSIP 33740F862

152 institutional holders -6 vs Q4 2024
5,077,8775.1m shares reported held*
$231.1mreported value*
9 new 26 added 67 reduced 15 sold out net sold ≈ $29.9m (-656.8k 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 ≈ $45.52.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 87Q4 22: 82Q1 23: 93Q2 23: 114Q3 23: 122Q4 23: 124Q1 24: 126Q2 24: 122Q3 24: 148Q4 24: 158Q1 25: 152152Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202287
Q4 202282
Q1 202393
Q2 2023114
Q3 2023122
Q4 2023124
Q1 2024126
Q2 2024122
Q3 2024148
Q4 2024158
Q1 2025152

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 23: 65 bought or addedQ2 23: 36 cut or sold outQ3 23: 68 bought or addedQ3 23: 47 cut or sold outQ3 23Q4 23: 30 bought or addedQ4 23: 70 cut or sold outQ1 24: 22 bought or addedQ1 24: 73 cut or sold outQ1 24Q2 24: 22 bought or addedQ2 24: 81 cut or sold outQ3 24: 94 bought or addedQ3 24: 39 cut or sold outQ3 24Q4 24: 41 bought or addedQ4 24: 77 cut or sold outQ1 25: 35 bought or addedQ1 25: 82 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20236536
Q3 20236847
Q4 20233070
Q1 20242273
Q2 20242281
Q3 20249439
Q4 20244177
Q1 20253582

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +49,442+49.4k
Cetera Investment Advisers Added +44,084+44.1k
ASSETMARK, INC Added +39,771+39.8k
Farther Finance Advisors, LLC Added +19,815+19.8k
LifeWealth Investments, LLC Added +19,780+19.8k
UPTICK PARTNERS, LLC New +18,999+19.0k
Atria Investments, Inc Added +13,137+13.1k
Orion Portfolio Solutions, LLC Added +13,074+13.1k
LPL Financial LLC Added +10,814+10.8k
LANARK FINANCIAL, INC. Added +9,203+9.2k

Biggest sellers

McCarthy & Cox Reduced -314,390-314.4k
Great Diamond Partners, LLC Sold out -144,172-144.2k
RAYMOND JAMES FINANCIAL INC Reduced -57,098-57.1k
NEW WAVE WEALTH ADVISORS LLC Reduced -40,346-40.3k
Wealthcare Advisory Partners LLC Reduced -29,399-29.4k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -24,428-24.4k
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Reduced -22,505-22.5k
Legacy Capital Wealth Partners, LLC Reduced -21,068-21.1k
CITADEL ADVISORS LLC Sold out -19,815-19.8k
AE Wealth Management LLC Reduced -16,979-17.0k

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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 486,005486.0k $22.1m $22.1m 0.01% Added +49.4k +49,442
2 CWM, LLC 0.07% of their portfolio OMAHA, NE 363,440363.4k $16.5m $16.5m 0.07% Reduced -11.0k -11,038
3 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 355,399355.4k $16.2m $16.2m 0.03% Added +44.1k +44,084
4 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 289,028289.0k $13.1m $13.1m 0.00% Reduced -57.1k -57,098
5 Wealthcare Advisory Partners LLC 0.23% of their portfolio WEST CHESTER, PA 192,474192.5k $8.8m $8.8m 0.23% Reduced -29.4k -29,399
6 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 165,814165.8k $7.5m $7.5m 0.02% Reduced -16.7k -16,663
7 CreativeOne Wealth, LLC 0.22% of their portfolio OVERLAND PARK, KS 160,424160.4k $7.3m $7.3m 0.22% Added +3.9k +3,852
8 ASSETMARK, INC 0.02% of their portfolio CONCORD, CA 143,086143.1k $6.5m $6.5m 0.02% Added +39.8k +39,771
9 MBL Wealth, LLC 0.58% of their portfolio CHARLOTTE, NC 126,335126.3k $5.7m $5.7m 0.58% Reduced -4.2k -4,199
10 Legacy Capital Wealth Partners, LLC 1.41% of their portfolio LITTLE ROCK, AR 125,862125.9k $5.7m $5.7m 1.41% Reduced -21.1k -21,068
11 Bison Wealth, LLC 0.53% of their portfolio ATLANTA, GA 125,729125.7k $5.7m $5.7m 0.53% Added +337 +337
12 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 124,689124.7k $5.7m $5.7m 0.01% Reduced -24.4k -24,428
13 REAP Financial Group, LLC 1.33% of their portfolio AUSTIN, TX 117,853117.9k $5.4m $5.4m 1.33% Added +608 +608
14 Regal Investment Advisors LLC 0.41% of their portfolio KENTWOOD, MI 111,810111.8k $5.1m $5.1m 0.41% Reduced -13.1k -13,135
15 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 93,99794.0k $4.3m $4.3m 0.00% Added +10.8k +10,814
16 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 93,68693.7k $4.3m $4.3m 0.01% Reduced -3.9k -3,883
17 Ignite Planners, LLC 0.74% of their portfolio SAN CLEMENTE, CA 82,87282.9k $3.8m $3.8m 0.74% Reduced -12.2k -12,197
18 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 78,71878.7k $3.6m $3.6m 0.02% Reduced -358 -358
19 STEPHENS INC /AR/ 0.03% of their portfolio LITTLE ROCK, AR 52,07652.1k $2.4m $2.4m 0.03% Reduced -838 -838
20 Icon Wealth Advisors, LLC 0.19% of their portfolio HOUSTON, TX 49,55049.5k $2.3m $2.3m 0.19% Added +725 +725
21 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 48,54048.5k $2.2m $2.2m 0.01% Reduced -11.6k -11,594
22 Keystone Wealth Services, LLC 0.57% of their portfolio PALM DESERT, CA 46,45146.5k $2.1m $2.1m 0.57% Reduced -12.6k -12,598
23 Fragasso Financial Advisors Inc 0.14% of their portfolio SEWICKLEY, PA 40,51540.5k $1.8m $1.8m 0.14% Reduced -970 -970
24 First Heartland Consultants, Inc. 0.18% of their portfolio LAKE ST. LOUIS, MO 39,20739.2k $1.8m $1.8m 0.18% Reduced -1.2k -1,215
25 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 38,66338.7k $1.8m $1.8m 0.01% Added +4.1k +4,148
26 Ameritas Advisory Services, LLC 0.07% of their portfolio Lincoln, NE 36,64336.6k $1.7m $1.7m 0.07% Reduced -1.2k -1,225
27 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 34,96835.0k $1.6m $1.6m 0.01% Reduced -882 -882
28 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 34,13434.1k $1.6m $1.6m 0.01% Reduced -250 -250
29 Accel Wealth Management 0.56% of their portfolio WAVERLY, IA 33,78233.8k $1.5m $1.5m 0.56% Reduced -1.1k -1,120
30 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 33,56933.6k $1.5m $1.5m 0.00% Reduced -931 -931
31 Atria Investments, Inc 0.02% of their portfolio Charlotte, NC 31,66031.7k $1.4m $1.4m 0.02% Added +13.1k +13,137
32 BEACON FINANCIAL GROUP 0.15% of their portfolio DALLAS, TX 31,17931.2k $1.4m $1.4m 0.15% Reduced -4.3k -4,317
33 Apollon Wealth Management, LLC 0.03% of their portfolio MOUNT PLEASANT, SC 30,80730.8k $1.4m $1.4m 0.03% Reduced -1.1k -1,050
34 Sloy Dahl & Holst, LLC 0.24% of their portfolio Vancouver, WA 30,58530.6k $1.4m $1.4m 0.24% Unchanged
35 Integrated Wealth Concepts LLC 0.02% of their portfolio WALTHAM, MA 29,23929.2k $1.3m $1.3m 0.02% Unchanged
36 LifeWealth Investments, LLC 0.29% of their portfolio WINTER GARDEN, FL 28,43828.4k $1.3m $1.3m 0.29% Added +19.8k +19,780
37 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 26,99827.0k $1.2m $1.2m 0.00% Reduced -246 -246
38 Orion Portfolio Solutions, LLC 0.01% of their portfolio Omaha, NE 25,98226.0k $1.2m $1.2m 0.01% Added +13.1k +13,074
39 Valtinson Bruner Financial Planning LLC 0.39% of their portfolio NEW BRIGHTON, MN 25,57625.6k $1.2m $1.2m 0.39% Reduced -76 -76
40 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 25,15725.2k $1.1m $1.1m 0.01% Reduced -12.6k -12,582
41 Integrity Financial Corp /WA 0.64% of their portfolio JACKSON, WY 24,75524.8k $1.1m $1.1m 0.64% Reduced -273 -273
42 Wood Tarver Financial Group, LLC 0.35% of their portfolio BOISE, ID 23,54323.5k $1.1m $1.1m 0.35% Reduced -1.8k -1,826
43 Modern Wealth Management, LLC 0.03% of their portfolio KANSAS CITY, MO 23,49923.5k $1.1m $1.1m 0.03% Reduced -286 -286
44 McCarthy & Cox 0.46% of their portfolio MARYSVILLE, OH 23,34023.3k $1.1m $1.1m 0.46% Reduced -314.4k -314,390
45 FWG Investments, LLC. 1.22% of their portfolio LEXINGTON, KY 22,90922.9k $1.0m $1.0m 1.22% Reduced -282 -282
46 Strategic Blueprint, LLC 0.06% of their portfolio ATLANTA, GA 22,45322.5k $1.0m $1.0m 0.06% Added +4.5k +4,511
47 Mission Financial Group, LLC 1.01% of their portfolio HONOLULU, HI 21,19621.2k $1.1m $1.1m 1.01% First filing
48 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 20,90320.9k $950.8k $950.8k 0.01% Reduced -17.0k -16,979
49 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 20,87920.9k $950.0k $950.0k 0.00% Reduced -2.3k -2,310
50 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 20,87620.9k $949.6k $949.6k 0.00% Reduced -422 -422
51 Integrated Advisors Network LLC 0.05% of their portfolio DALLAS, TX 20,72020.7k $942.5k $942.5k 0.05% Added +757 +757
52 Farther Finance Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 20,29820.3k $925.0k $925.0k 0.02% Added +19.8k +19,815
53 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.17% of their portfolio BLUE BELL, PA 20,12720.1k $915.5k $915.5k 0.17% Unchanged
54 UPTICK PARTNERS, LLC 0.29% of their portfolio NACOGDOCHES, TX 18,99919.0k $864.2k $864.2k 0.29% New
55 1776 Wealth LLC 0.39% of their portfolio ATLANTA, GA 18,62018.6k $847.0k $847.0k 0.39% Unchanged
56 Signal Advisors Wealth, LLC 0.08% of their portfolio DETROIT, MI 18,12018.1k $824.2k $824.2k 0.08% Reduced -3.3k -3,302
57 NEW WAVE WEALTH ADVISORS LLC 0.36% of their portfolio SPRINGDALE, AR 17,65917.7k $803.3k $803.3k 0.36% Reduced -40.3k -40,346
58 FORTRESS PRIVATE LEDGER, LLC 0.44% of their portfolio RALEIGH, NC 17,21917.2k $783.2k $783.2k 0.44% Reduced -2.7k -2,731
59 FOUNDERS FINANCIAL SECURITIES LLC 0.06% of their portfolio TOWSON, MD 16,89416.9k $760.7k $760.7k 0.06% Added +5.2k +5,179
60 Darwin Wealth Management, LLC 0.26% of their portfolio TAMPA, FL 16,34716.3k $760.8k $760.8k 0.26% Unchanged
61 TFB Advisors LLC 0.20% of their portfolio OVERLAND PARK, KS 15,58915.6k $709.1k $709.1k 0.20% Added +2.2k +2,185
62 LEGACY SOLUTIONS, LLC 0.77% of their portfolio KENNETT SQUARE, PA 15,32315.3k $697.0k $697.0k 0.77% Reduced -172 -172
63 SeaCrest Wealth Management, LLC 0.08% of their portfolio PURCHASE, NY 15,26315.3k $694.3k $694.3k 0.08% Unchanged
64 Onyx Bridge Wealth Group LLC 0.10% of their portfolio TARRYTOWN, NY 14,87814.9k $676.8k $676.8k 0.10% Unchanged
65 McKinley Carter Wealth Services, Inc. 0.04% of their portfolio WHEELING, WV 14,34914.3k $652.7k $652.7k 0.04% Unchanged
66 Aurora Private Wealth, Inc. 0.51% of their portfolio ROCKAWAY, NJ 14,11214.1k $642.0k $642.0k 0.51% Unchanged
67 Main Street Financial Solutions, LLC 0.05% of their portfolio NEWTOWN, PA 13,41513.4k $610.2k $610.2k 0.05% Reduced -528 -528
68 Lion Street Advisors, LLC 0.19% of their portfolio Austin, TX 13,07913.1k $594.9k $594.9k 0.19% Unchanged
69 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 13,07413.1k $594.7k $594.7k 0.01% Added +166 +166
70 Mariner, LLC 0.00% of their portfolio Overland Park, KS 12,95613.0k $589.3k $589.3k 0.00% Added +91 +91
71 FSB PREMIER WEALTH MANAGEMENT, INC. 0.23% of their portfolio WATERLOO, IA 12,83512.8k $583.8k $583.8k 0.23% Reduced -308 -308
72 Tanglewood Legacy Advisors, LLC 0.26% of their portfolio HOUSTON, TX 12,81412.8k $582.9k $582.9k 0.26% Reduced -797 -797
73 Prosperity Consulting Group, LLC 0.04% of their portfolio OWINGS MILLS, MD 12,49712.5k $568.4k $568.4k 0.04% Reduced -750 -750
74 CoreCap Advisors, LLC 0.02% of their portfolio SOUTHFIELD, MI 12,43112.4k $565.4k $565.4k 0.02% Added +1.1k +1,061
75 Kingsview Wealth Management, LLC 0.01% of their portfolio GRANTS PASS, OR 12,29812.3k $559.4k $559.4k 0.01% Reduced -4 -4
76 Gerber Kawasaki Wealth & Investment Management 0.02% of their portfolio SANTA MONICA, CA 11,51011.5k $523.6k $523.6k 0.02% Unchanged
77 Sunbelt Securities, Inc. 0.05% of their portfolio HOUSTON, TX 11,48811.5k $522.6k $522.6k 0.05% Reduced -3.2k -3,164
78 Sowell Financial Services LLC 0.02% of their portfolio NORTH LITTLE ROCK, AR 11,06411.1k $503.3k $503.3k 0.02% Added +781 +781
79 WORLD EQUITY GROUP, INC. 0.14% of their portfolio SCHAUMBURG, IL 10,76010.8k $489.4k $489.4k 0.14% Added +2.1k +2,076
80 ARBOR CAPITAL MANAGEMENT INC /ADV 0.45% of their portfolio ANCHORAGE, AK 10,16210.2k $463.4k $463.4k 0.45% Reduced -233 -233
81 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 10,15310.2k $461.8k $461.8k 0.01% Reduced -165 -165
82 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 10,00410.0k $455.1k $455.1k 0.01% Reduced -647 -647
83 IMG Wealth Management, Inc. 0.41% of their portfolio JACKSONVILLE, FL 10,00410.0k $455.1k $455.1k 0.41% Unchanged
84 BCGM Wealth Management, LLC 0.14% of their portfolio LAFAYETTE, IN 10,00010.0k $454.9k $454.9k 0.14% Unchanged
85 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 9,9239.9k $446.4k $446.4k 0.01% Unchanged
86 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 9,7669.8k $444.2k $444.2k 0.00% Unchanged
87 Arkadios Wealth Advisors 0.02% of their portfolio ATLANTA, GA 9,6289.6k $437.9k $437.9k 0.02% Unchanged
88 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 9,5169.5k $432.9k $432.9k 0.00% Unchanged
89 Merit Financial Group, LLC 0.01% of their portfolio ALPHARETTA, GA 9,3319.3k $424.4k $424.4k 0.01% Reduced -97 -97
90 LANARK FINANCIAL, INC. 0.04% of their portfolio BIRMINGHAM, AL 9,2139.2k $419.0k $419.0k 0.04% Added +9.2k +9,203
91 Beacon Financial Advisory LLC 0.12% of their portfolio CLEVELAND, OH 9,0459.0k $411.4k $411.4k 0.12% Unchanged
92 NewEdge Wealth, LLC 0.01% of their portfolio STAMFORD, CT 8,8748.9k $403.6k $403.6k 0.01% Reduced -4.5k -4,508
93 SOA Wealth Advisors, LLC. 0.08% of their portfolio NEW YORK, NY 8,8528.9k $402.6k $402.6k 0.08% Unchanged
94 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 8,7838.8k $399.0k $399.0k 0.00% New
95 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 8,7408.7k $397.5k $397.5k 0.01% Reduced -68 -68
96 VestGen Investment Management 0.30% of their portfolio EGG HARBOR TOWNSHIP, NJ 8,6228.6k $392.2k $392.2k 0.30% Added +707 +707
97 Octavia Wealth Advisors, LLC 0.05% of their portfolio CINCINNATI, OH 8,2798.3k $376.6k $376.6k 0.05% Unchanged
98 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 8,1778.2k $371.9k $371.9k 0.00% Unchanged
99 Cambridge Advisors Inc. 0.08% of their portfolio OMAHA, NE 8,1008.1k $368.4k $368.4k 0.08% Reduced -1.7k -1,700
100 Glen Eagle Advisors, LLC 0.06% of their portfolio KINGSTON, NJ 8,0008.0k $363.9k $363.9k 0.06% Unchanged