Vault-13

FIRST TR EXCHNG TRADED FD VI FAUG

FT VEST US EQT · ETP · CUSIP 33740F862

142 institutional holders -10 vs Q1 2025
4,754,6344.8m shares reported held*
$228.3mreported value*
8 new 27 added 62 reduced 19 sold out net sold ≈ $32.9m (-670.6k 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 ≈ $48.01.

Trends to Q2 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: 152Q2 25: 142142Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025142

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 23: 68 bought or addedQ3 23: 47 cut or sold outQ4 23: 30 bought or addedQ4 23: 70 cut or sold outQ4 23Q1 24: 22 bought or addedQ1 24: 73 cut or sold outQ2 24: 22 bought or addedQ2 24: 81 cut or sold outQ2 24Q3 24: 94 bought or addedQ3 24: 39 cut or sold outQ4 24: 41 bought or addedQ4 24: 77 cut or sold outQ4 24Q1 25: 35 bought or addedQ1 25: 82 cut or sold outQ2 25: 35 bought or addedQ2 25: 81 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20236847
Q4 20233070
Q1 20242273
Q2 20242281
Q3 20249439
Q4 20244177
Q1 20253582
Q2 20253581

Biggest buyers

SMART Wealth LLC New +90,469+90.5k
ASSETMARK, INC Added +45,899+45.9k
ROYAL BANK OF CANADA Added +28,247+28.2k
UBS Group AG Added +22,661+22.7k
JANE STREET GROUP, LLC New +20,830+20.8k
OSAIC HOLDINGS, INC. Added +11,904+11.9k
RFG Advisory, LLC New +9,395+9.4k
Harvest Investment Services, LLC New +8,627+8.6k
OLD MISSION CAPITAL LLC New +8,467+8.5k
JPMORGAN CHASE & CO Added +7,398+7.4k

Biggest sellers

ENVESTNET ASSET MANAGEMENT INC Reduced -371,675-371.7k
Cetera Investment Advisers Reduced -181,933-181.9k
CreativeOne Wealth, LLC Reduced -111,438-111.4k
Cambridge Investment Research Advisors, Inc. Reduced -32,393-32.4k
Atria Investments, Inc Sold out -31,660-31.7k
Atria Wealth Solutions, Inc. Sold out -25,157-25.2k
NEW WAVE WEALTH ADVISORS LLC Sold out -17,659-17.7k
LifeWealth Investments, LLC Reduced -16,617-16.6k
SeaCrest Wealth Management, LLC Sold out -15,263-15.3k
CWM, LLC Reduced -14,790-14.8k

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, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Stenger Family Office, LLC 3.72% of their portfolio Naperville, IL 391,520391.5k $14.4m $14.4m 3.72% First filing
2 CWM, LLC 0.06% of their portfolio OMAHA, NE 348,650348.6k $17.1m $17.1m 0.06% Reduced -14.8k -14,790
3 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 278,095278.1k $13.6m $13.6m 0.00% Reduced -10.9k -10,933
4 Wealthcare Advisory Partners LLC 0.22% of their portfolio WEST CHESTER, PA 195,667195.7k $9.6m $9.6m 0.22% Added +3.2k +3,193
5 ASSETMARK, INC 0.02% of their portfolio CONCORD, CA 188,985189.0k $9.3m $9.3m 0.02% Added +45.9k +45,899
6 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 177,718177.7k $8.6m $8.6m 0.02% Added +11.9k +11,904
7 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 173,466173.5k $8.5m $8.5m 0.01% Reduced -181.9k -181,933
8 MBL Wealth, LLC 0.60% of their portfolio CHARLOTTE, NC 127,812127.8k $6.3m $6.3m 0.60% Added +1.5k +1,477
9 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 126,453126.5k $6.2m $6.2m 0.01% Added +1.8k +1,764
10 Bison Wealth, LLC 0.49% of their portfolio ATLANTA, GA 125,456125.5k $6.2m $6.2m 0.49% Reduced -273 -273
11 Legacy Capital Wealth Partners, LLC 1.37% of their portfolio LITTLE ROCK, AR 123,141123.1k $6.0m $6.0m 1.37% Reduced -2.7k -2,721
12 REAP Financial Group, LLC 1.35% of their portfolio AUSTIN, TX 117,249117.2k $5.7m $5.7m 1.35% Reduced -604 -604
13 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 114,330114.3k $5.6m $5.6m 0.00% Reduced -371.7k -371,675
14 Regal Investment Advisors LLC 0.38% of their portfolio KENTWOOD, MI 104,362104.4k $5.1m $5.1m 0.38% Reduced -7.4k -7,448
15 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 100,301100.3k $4.9m $4.9m 0.00% Added +6.3k +6,304
16 SMART Wealth LLC 1.39% of their portfolio Omaha, NE 90,46990.5k $4.4m $4.4m 1.39% New
17 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 84,38484.4k $4.1m $4.1m 0.02% Added +5.7k +5,666
18 Ignite Planners, LLC 0.71% of their portfolio SAN CLEMENTE, CA 81,69781.7k $4.1m $4.1m 0.71% Reduced -1.2k -1,175
19 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 61,81661.8k $3.0m $3.0m 0.00% Added +28.2k +28,247
20 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 61,29361.3k $3.0m $3.0m 0.01% Reduced -32.4k -32,393
21 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 54,10054.1k $2.7m $2.7m 0.00% Added +5.6k +5,560
22 STEPHENS INC /AR/ 0.04% of their portfolio LITTLE ROCK, AR 52,30352.3k $2.6m $2.6m 0.04% Added +227 +227
23 Keystone Wealth Services, LLC 0.62% of their portfolio PALM DESERT, CA 52,15452.2k $2.6m $2.6m 0.62% Added +5.7k +5,703
24 CreativeOne Wealth, LLC 0.06% of their portfolio OVERLAND PARK, KS 48,98649.0k $2.4m $2.4m 0.06% Reduced -111.4k -111,438
25 Icon Wealth Advisors, LLC 0.14% of their portfolio HOUSTON, TX 41,48741.5k $2.0m $2.0m 0.14% Reduced -8.1k -8,063
26 Fragasso Financial Advisors Inc 0.14% of their portfolio SEWICKLEY, PA 41,34841.3k $2.0m $2.0m 0.14% Added +833 +833
27 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 37,96638.0k $1.9m $1.9m 0.01% Reduced -697 -697
28 First Heartland Consultants, Inc. 0.16% of their portfolio LAKE ST. LOUIS, MO 36,65136.7k $1.8m $1.8m 0.16% Reduced -2.6k -2,556
29 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 35,36235.4k $1.7m $1.7m 0.01% Added +394 +394
30 Ameritas Advisory Services, LLC 0.09% of their portfolio Lincoln, NE 34,55234.6k $1.7m $1.7m 0.09% Reduced -2.1k -2,091
31 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 34,05134.1k $1.7m $1.7m 0.01% Reduced -83 -83
32 Accel Wealth Management 0.55% of their portfolio WAVERLY, IA 33,78233.8k $1.7m $1.7m 0.55% Unchanged
33 BEACON FINANCIAL GROUP 0.16% of their portfolio DALLAS, TX 30,92830.9k $1.5m $1.5m 0.16% Reduced -251 -251
34 Sloy Dahl & Holst, LLC 0.21% of their portfolio Vancouver, WA 30,58530.6k $1.5m $1.5m 0.21% Unchanged
35 Apollon Wealth Management, LLC 0.03% of their portfolio MOUNT PLEASANT, SC 30,41630.4k $1.5m $1.5m 0.03% Reduced -391 -391
36 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 28,93228.9k $1.4m $1.4m 0.01% Reduced -307 -307
37 Integrated Advisors Network LLC 0.06% of their portfolio DALLAS, TX 26,00226.0k $1.3m $1.3m 0.06% Added +5.3k +5,282
38 Valtinson Bruner Financial Planning LLC 0.39% of their portfolio NEW BRIGHTON, MN 25,11125.1k $1.2m $1.2m 0.39% Reduced -465 -465
39 UBS Group AG 0.00% of their portfolio ZURICH, V8 24,83624.8k $1.2m $1.2m 0.00% Added +22.7k +22,661
40 Strategic Blueprint, LLC 0.06% of their portfolio ATLANTA, GA 24,09924.1k $1.2m $1.2m 0.06% Added +1.6k +1,646
41 McCarthy & Cox 0.30% of their portfolio MARYSVILLE, OH 23,34023.3k $1.1m $1.1m 0.30% Unchanged
42 Wood Tarver Financial Group, LLC 0.34% of their portfolio BOISE, ID 23,18823.2k $1.1m $1.1m 0.34% Reduced -355 -355
43 Modern Wealth Management, LLC 0.03% of their portfolio KANSAS CITY, MO 22,95323.0k $1.1m $1.1m 0.03% Reduced -546 -546
44 FWG Investments, LLC. 0.83% of their portfolio LEXINGTON, KY 22,26822.3k $1.1m $1.1m 0.83% Reduced -641 -641
45 Integrity Financial Corp /WA 0.54% of their portfolio JACKSON, WY 21,44921.4k $1.1m $1.1m 0.54% Reduced -3.3k -3,306
46 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 20,83020.8k $1.0m $1.0m 0.00% New
47 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 20,82620.8k $1.0m $1.0m 0.00% Reduced -53 -53
48 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 20,54020.5k $1.0m $1.0m 0.00% Reduced -336 -336
49 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.16% of their portfolio BLUE BELL, PA 19,77019.8k $969.3k $969.3k 0.16% Reduced -357 -357
50 Farther Finance Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 19,45119.5k $953.7k $953.7k 0.02% Reduced -847 -847
51 1776 Wealth LLC 0.38% of their portfolio ATLANTA, GA 18,62018.6k $912.9k $912.9k 0.38% Unchanged
52 FOUNDERS FINANCIAL SECURITIES LLC 0.07% of their portfolio TOWSON, MD 18,33218.3k $898.8k $898.8k 0.07% Added +1.4k +1,438
53 Signal Advisors Wealth, LLC 0.07% of their portfolio DETROIT, MI 17,78917.8k $872.2k $872.2k 0.07% Reduced -331 -331
54 FORTRESS PRIVATE LEDGER, LLC 0.38% of their portfolio RALEIGH, NC 17,21717.2k $844.1k $844.1k 0.38% Reduced -2 -2
55 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 16,03916.0k $786.4k $786.4k 0.00% Reduced -11.0k -10,959
56 Darwin Wealth Management, LLC 0.27% of their portfolio TAMPA, FL 15,81915.8k $775.6k $775.6k 0.27% Reduced -528 -528
57 LEGACY SOLUTIONS, LLC 0.71% of their portfolio KENNETT SQUARE, PA 15,21515.2k $746.0k $746.0k 0.71% Reduced -108 -108
58 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 15,02115.0k $736.5k $736.5k 0.01% Reduced -5.9k -5,882
59 Onyx Bridge Wealth Group LLC 0.10% of their portfolio TARRYTOWN, NY 14,87814.9k $729.5k $729.5k 0.10% Unchanged
60 Sunbelt Securities, Inc. 0.06% of their portfolio HOUSTON, TX 14,65214.7k $681.9k $681.9k 0.06% Added +3.2k +3,164
61 TFB Advisors LLC 0.19% of their portfolio OVERLAND PARK, KS 14,62014.6k $716.8k $716.8k 0.19% Reduced -969 -969
62 UPTICK PARTNERS, LLC 0.20% of their portfolio NACOGDOCHES, TX 14,39814.4k $705.9k $705.9k 0.20% Reduced -4.6k -4,601
63 McKinley Carter Wealth Services, Inc. 0.04% of their portfolio WHEELING, WV 14,34914.3k $703.5k $703.5k 0.04% Unchanged
64 Aurora Private Wealth, Inc. 0.51% of their portfolio ROCKAWAY, NJ 14,11214.1k $692.0k $692.0k 0.51% Unchanged
65 Main Street Financial Solutions, LLC 0.05% of their portfolio NEWTOWN, PA 13,41513.4k $657.7k $657.7k 0.05% Unchanged
66 CoreCap Advisors, LLC 0.03% of their portfolio SOUTHFIELD, MI 13,28213.3k $651.2k $651.2k 0.03% Added +851 +851
67 Tanglewood Legacy Advisors, LLC 0.26% of their portfolio HOUSTON, TX 12,81412.8k $628.3k $628.3k 0.26% Unchanged
68 Kingsview Wealth Management, LLC 0.01% of their portfolio GRANTS PASS, OR 12,29812.3k $603.0k $603.0k 0.01% Unchanged
69 Mariner, LLC 0.00% of their portfolio Overland Park, KS 12,26912.3k $601.5k $601.5k 0.00% Reduced -687 -687
70 LifeWealth Investments, LLC 0.10% of their portfolio WINTER GARDEN, FL 11,82111.8k $579.6k $579.6k 0.10% Reduced -16.6k -16,617
71 Prosperity Consulting Group, LLC 0.04% of their portfolio OWINGS MILLS, MD 11,74711.7k $576.0k $576.0k 0.04% Reduced -750 -750
72 Gerber Kawasaki Wealth & Investment Management 0.02% of their portfolio SANTA MONICA, CA 11,34011.3k $556.0k $556.0k 0.02% Reduced -170 -170
73 FSB PREMIER WEALTH MANAGEMENT, INC. 0.20% of their portfolio WATERLOO, IA 11,31911.3k $555.0k $555.0k 0.20% Reduced -1.5k -1,516
74 Lion Street Advisors, LLC 0.16% of their portfolio Austin, TX 10,82910.8k $530.9k $530.9k 0.16% Reduced -2.2k -2,250
75 Sowell Financial Services LLC 0.02% of their portfolio NORTH LITTLE ROCK, AR 10,58110.6k $518.8k $518.8k 0.02% Reduced -483 -483
76 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 10,38810.4k $509.3k $509.3k 0.00% Reduced -2.7k -2,686
77 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 10,01110.0k $490.8k $490.8k 0.00% Added +7.4k +7,398
78 IMG Wealth Management, Inc. 0.38% of their portfolio JACKSONVILLE, FL 10,00410.0k $490.5k $490.5k 0.38% Unchanged
79 BCGM Wealth Management, LLC 0.14% of their portfolio LAFAYETTE, IN 10,00010.0k $490.3k $490.3k 0.14% Unchanged
80 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 9,7689.8k $478.9k $478.9k 0.00% Added +2 +2
81 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 9,7529.8k $478.1k $478.1k 0.01% Reduced -401 -401
82 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 9,5169.5k $466.6k $466.6k 0.00% Unchanged
83 ARBOR CAPITAL MANAGEMENT INC /ADV 0.41% of their portfolio ANCHORAGE, AK 9,5049.5k $471.9k $471.9k 0.41% Reduced -658 -658
84 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 9,3959.4k $460.6k $460.6k 0.01% New
85 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 9,3729.4k $459.5k $459.5k 0.01% Added +4.0k +4,000
86 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 9,1569.2k $458.9k $458.9k 0.01% Reduced -767 -767
87 Beacon Financial Advisory LLC 0.11% of their portfolio CLEVELAND, OH 9,0459.0k $443.5k $443.5k 0.11% Unchanged
88 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 8,7408.7k $428.5k $428.5k 0.01% Unchanged
89 NewEdge Wealth, LLC 0.01% of their portfolio STAMFORD, CT 8,7108.7k $437.0k $437.0k 0.01% Reduced -164 -164
90 Harvest Investment Services, LLC 0.09% of their portfolio Oakbrook Terrace, IL 8,6278.6k $423.0k $423.0k 0.09% New
91 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 8,4678.5k $415.1k $415.1k 0.01% New
92 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 8,1778.2k $400.9k $400.9k 0.00% Unchanged
93 Glen Eagle Advisors, LLC 0.06% of their portfolio KINGSTON, NJ 8,0008.0k $392.2k $392.2k 0.06% Unchanged
94 LANARK FINANCIAL, INC. 0.03% of their portfolio BIRMINGHAM, AL 7,9357.9k $389.0k $389.0k 0.03% Reduced -1.3k -1,278
95 Cambridge Advisors Inc. 0.08% of their portfolio OMAHA, NE 7,9007.9k $387.3k $387.3k 0.08% Reduced -200 -200
96 Foguth Wealth Management, LLC. 0.08% of their portfolio BRIGHTON, MI 7,8317.8k $384.0k $384.0k 0.08% Unchanged
97 Redhawk Wealth Advisors, Inc. 0.05% of their portfolio MINNEAPOLIS, MN 7,6627.7k $375.7k $375.7k 0.05% Reduced -8 -8
98 SOA Wealth Advisors, LLC. 0.07% of their portfolio NEW YORK, NY 7,6357.6k $374.3k $374.3k 0.07% Reduced -1.2k -1,217
99 Schulz Wealth, LTD. 0.27% of their portfolio MANSFIELD, TX 7,4277.4k $364.1k $364.1k 0.27% Unchanged
100 Clear Point Advisors Inc. 0.30% of their portfolio MELVILLE, NY 7,3507.3k $360.4k $360.4k 0.30% Unchanged