Vault-13

FIRST TR EXCHNG TRADED FD VI FAUG

FT VEST US EQT · ETP · CUSIP 33740F862

169 institutional holders -10 vs Q4 2025
4,849,8614.8m shares reported held*
$251.4mreported value*
10 new 22 added 83 reduced 17 sold out net sold ≈ $58.6m (-1.2m 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 ≈ $51.84.

Trends to Q1 2026

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: 142Q3 25: 169Q4 25: 179Q1 26: 169169Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q3 2025169
Q4 2025179
Q1 2026169

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 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 25Q2 25: 35 bought or addedQ2 25: 81 cut or sold outQ3 25: 104 bought or addedQ3 25: 47 cut or sold outQ3 25Q4 25: 53 bought or addedQ4 25: 81 cut or sold outQ1 26: 32 bought or addedQ1 26: 100 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20242281
Q3 20249439
Q4 20244177
Q1 20253582
Q2 20253581
Q3 202510447
Q4 20255381
Q1 202632100

Biggest buyers

Synergy Asset Management, LLC Added +75,839+75.8k
Keystone Wealth Services, LLC New +51,310+51.3k
ASSETMARK, INC Added +27,228+27.2k
Beacon Pointe Advisors, LLC New +26,428+26.4k
Kestra Advisory Services, LLC Added +17,488+17.5k
Wealthcare Advisory Partners LLC Added +14,885+14.9k
Snowden Capital Advisors LLC New +7,522+7.5k
Gateway Wealth Partners, LLC New +6,668+6.7k
Concurrent Investment Advisors, LLC Added +6,221+6.2k
Ignite Planners, LLC Added +4,954+5.0k

Biggest sellers

Stenger Family Office, LLC Sold out -415,094-415.1k
ENVESTNET ASSET MANAGEMENT INC Reduced -330,488-330.5k
Cetera Investment Advisers Reduced -166,642-166.6k
Atria Investments, Inc Sold out -130,639-130.6k
BAM Wealth Management, LLC Sold out -88,993-89.0k
CreativeOne Wealth, LLC Reduced -48,738-48.7k
LEIGH BALDWIN & CO., LLC Reduced -40,190-40.2k
OSAIC HOLDINGS, INC. Reduced -25,416-25.4k
CWM, LLC Reduced -18,398-18.4k
VestGen Investment Management Sold out -17,464-17.5k

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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 297,802297.8k $15.4m $15.4m 0.00% Reduced -16.2k -16,209
2 CWM, LLC 0.04% of their portfolio OMAHA, NE 289,661289.7k $15.0m $15.0m 0.04% Reduced -18.4k -18,398
3 ASSETMARK, INC 0.03% of their portfolio CONCORD, CA 271,086271.1k $14.0m $14.0m 0.03% Added +27.2k +27,228
4 Wealthcare Advisory Partners LLC 0.24% of their portfolio WEST CHESTER, PA 234,971235.0k $12.2m $12.2m 0.24% Added +14.9k +14,885
5 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 189,071189.1k $9.8m $9.8m 0.01% Reduced -166.6k -166,642
6 MBL Wealth, LLC 0.63% of their portfolio CHARLOTTE, NC 160,460160.5k $8.3m $8.3m 0.63% Reduced -2.1k -2,065
7 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 159,951160.0k $8.3m $8.3m 0.01% Reduced -25.4k -25,416
8 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 158,662158.7k $8.2m $8.2m 0.00% Reduced -330.5k -330,488
9 Synergy Asset Management, LLC 0.75% of their portfolio VANCOUVER, WA 136,824136.8k $7.1m $7.1m 0.75% Added +75.8k +75,839
10 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 125,640125.6k $6.5m $6.5m 0.01% Reduced -9.9k -9,927
11 REAP Financial Group, LLC 1.25% of their portfolio AUSTIN, TX 122,730122.7k $6.4m $6.4m 1.25% Reduced -1.1k -1,054
12 Legacy Capital Wealth Partners, LLC 1.23% of their portfolio LITTLE ROCK, AR 115,300115.3k $6.0m $6.0m 1.23% Added +4.5k +4,507
13 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 112,826112.8k $5.8m $5.8m 0.02% Added +17.5k +17,488
14 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 101,553101.6k $5.3m $5.3m 0.00% Reduced -567 -567
15 MGO ONE SEVEN LLC 0.09% of their portfolio Beachwood, OH 83,84283.8k $4.3m $4.3m 0.09% Reduced -335 -335
16 Ignite Planners, LLC 0.67% of their portfolio SAN CLEMENTE, CA 83,34583.3k $4.3m $4.3m 0.67% Added +5.0k +4,954
17 Regal Investment Advisors LLC 0.24% of their portfolio KENTWOOD, MI 81,79081.8k $4.2m $4.2m 0.24% Reduced -9.5k -9,525
18 Semus Wealth Partners LLC 2.33% of their portfolio Boca Raton, FL 80,45980.5k $4.2m $4.2m 2.33% Reduced -2.2k -2,161
19 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 71,13971.1k $3.7m $3.7m 0.01% Reduced -265 -265
20 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 64,90264.9k $3.4m $3.4m 0.01% Reduced -565 -565
21 SMART Wealth LLC 0.92% of their portfolio Omaha, NE 60,98061.0k $3.2m $3.2m 0.92% Reduced -6.8k -6,838
22 Keystone Wealth Services, LLC 0.57% of their portfolio PALM DESERT, CA 51,31051.3k $2.7m $2.7m 0.57% New
23 STEPHENS INC /AR/ 0.03% of their portfolio LITTLE ROCK, AR 47,06647.1k $2.4m $2.4m 0.03% Reduced -502 -502
24 Sage Capital Advisors,llc 0.50% of their portfolio SIOUX FALLS, SD 42,02342.0k $2.2m $2.2m 0.50% Reduced -410 -410
25 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 38,15838.2k $2.0m $2.0m 0.01% Reduced -229 -229
26 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 36,14236.1k $1.9m $1.9m 0.01% Reduced -500 -500
27 Fragasso Financial Advisors Inc 0.11% of their portfolio SEWICKLEY, PA 34,40534.4k $1.8m $1.8m 0.11% Reduced -751 -751
28 Integrated Advisors Network LLC 0.09% of their portfolio DALLAS, TX 33,79733.8k $1.8m $1.8m 0.09% Reduced -3.1k -3,072
29 Icon Wealth Advisors, LLC 0.12% of their portfolio HOUSTON, TX 32,73132.7k $1.8m $1.8m 0.12% Reduced -2.1k -2,094
30 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 32,56532.6k $1.7m $1.7m 0.00% Reduced -1.3k -1,311
31 First Heartland Consultants, Inc. 0.13% of their portfolio LAKE ST. LOUIS, MO 32,26732.3k $1.7m $1.7m 0.13% Reduced -208 -208
32 Accel Wealth Management 0.43% of their portfolio WAVERLY, IA 32,20232.2k $1.7m $1.7m 0.43% Reduced -330 -330
33 1ST SOURCE BANK 0.08% of their portfolio SOUTH BEND, IN 31,39331.4k $1.6m $1.6m 0.08% Unchanged
34 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 31,24031.2k $1.6m $1.6m 0.00% Reduced -772 -772
35 Sloy Dahl & Holst, LLC 0.22% of their portfolio Vancouver, WA 30,58530.6k $1.6m $1.6m 0.22% Unchanged
36 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 29,25929.3k $1.5m $1.5m 0.01% Unchanged
37 FOUNDERS FINANCIAL SECURITIES LLC 0.09% of their portfolio TOWSON, MD 28,80328.8k $1.5m $1.5m 0.09% Added +2.4k +2,378
38 Integrity Financial Corp /WA 0.69% of their portfolio JACKSON, WY 26,72126.7k $1.4m $1.4m 0.69% Reduced -1.0k -1,045
39 BEACON FINANCIAL GROUP 0.14% of their portfolio DALLAS, TX 26,65926.7k $1.4m $1.4m 0.14% Unchanged
40 Strategic Blueprint, LLC 0.08% of their portfolio ATLANTA, GA 26,64126.6k $1.4m $1.4m 0.08% Added +3.3k +3,319
41 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 26,42826.4k $1.4m $1.4m 0.01% New
42 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 26,12826.1k $1.4m $1.4m 0.00% Reduced -1.0k -1,000
43 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 25,68425.7k $1.3m $1.3m 0.00% Reduced -1.0k -1,021
44 Bleakley Financial Group, LLC 0.02% of their portfolio PARSIPPANY, NJ 25,03025.0k $1.3m $1.3m 0.02% Reduced -2.2k -2,155
45 KINTRA WEALTH, LLC 0.09% of their portfolio WILLIAMSPORT, PA 24,22324.2k $1.3m $1.3m 0.09% Added +1.2k +1,192
46 FWG Investments, LLC. 0.77% of their portfolio LEXINGTON, KY 23,27823.3k $1.2m $1.2m 0.77% Reduced -595 -595
47 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 22,72622.7k $1.2m $1.2m 0.00% Reduced -9.8k -9,840
48 Modern Wealth Management, LLC 0.02% of their portfolio KANSAS CITY, MO 22,53922.5k $1.2m $1.2m 0.02% Reduced -256 -256
49 Wood Tarver Financial Group, LLC 0.32% of their portfolio BOISE, ID 22,26322.3k $1.2m $1.2m 0.32% Reduced -475 -475
50 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.16% of their portfolio BLUE BELL, PA 21,36621.4k $1.1m $1.1m 0.16% Reduced -735 -735
51 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 21,32021.3k $1.1m $1.1m 0.02% Reduced -5.3k -5,319
52 1776 Wealth LLC 0.42% of their portfolio ATLANTA, GA 20,67120.7k $1.1m $1.1m 0.42% Unchanged
53 SILVER OAK SECURITIES, INCORPORATED 0.07% of their portfolio JACKSON, TN 19,49519.5k $1.0m $1.0m 0.07% Unchanged
54 ERn Financial, LLC 0.18% of their portfolio MIDDLETON, WI 18,66918.7k $966.7k $966.7k 0.18% Reduced -1.0k -1,039
55 Grant Street Asset Management, Inc. 0.17% of their portfolio CANONSBURG, PA 16,88716.9k $874.5k $874.5k 0.17% Unchanged
56 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 16,52916.5k $855.9k $855.9k 0.00% Reduced -270 -270
57 FSB PREMIER WEALTH MANAGEMENT, INC. 0.27% of their portfolio WATERLOO, IA 16,52316.5k $855.6k $855.6k 0.27% Unchanged
58 Ameritas Advisory Services, LLC 0.03% of their portfolio Lincoln, NE 16,26716.3k $842.4k $842.4k 0.03% Added +649 +649
59 LEGACY SOLUTIONS, LLC 0.77% of their portfolio KENNETT SQUARE, PA 16,07316.1k $832.3k $832.3k 0.77% Unchanged
60 Faithward Advisors, LLC 0.12% of their portfolio LANCASTER, PA 15,88615.9k $822.6k $822.6k 0.12% Reduced -234 -234
61 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 15,85515.9k $821.0k $821.0k 0.00% Reduced -1.3k -1,287
62 Savvy Advisors, Inc. 0.02% of their portfolio NEW YORK, NY 15,67615.7k $811.8k $811.8k 0.02% Unchanged
63 Mariner, LLC 0.00% of their portfolio Overland Park, KS 15,53715.5k $804.6k $804.6k 0.00% Reduced -897 -897
64 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 15,06815.1k $780.2k $780.2k 0.01% Unchanged
65 McKinley Carter Wealth Services, Inc. 0.04% of their portfolio WHEELING, WV 15,03815.0k $778.7k $778.7k 0.04% Unchanged
66 Onyx Bridge Wealth Group LLC 0.08% of their portfolio TARRYTOWN, NY 14,87814.9k $770.4k $770.4k 0.08% Reduced -193 -193
67 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 14,48714.5k $750.2k $750.2k 0.01% Added +1.4k +1,431
68 Main Street Financial Solutions, LLC 0.05% of their portfolio NEWTOWN, PA 13,97914.0k $723.9k $723.9k 0.05% Reduced -76 -76
69 CoreCap Advisors, LLC 0.02% of their portfolio SOUTHFIELD, MI 13,77413.8k $713.3k $713.3k 0.02% Reduced -118 -118
70 KINGSWOOD WEALTH ADVISORS, LLC 0.03% of their portfolio SAN DIEGO, CA 13,67413.7k $708.1k $708.1k 0.03% Reduced -600 -600
71 Tanglewood Legacy Advisors, LLC 0.26% of their portfolio HOUSTON, TX 13,65713.7k $707.2k $707.2k 0.26% Unchanged
72 Sowell Financial Services LLC 0.02% of their portfolio NORTH LITTLE ROCK, AR 12,86012.9k $665.9k $665.9k 0.02% Reduced -16 -16
73 Aurora Private Wealth, Inc. 0.46% of their portfolio ROCKAWAY, NJ 12,33412.3k $653.0k $653.0k 0.46% Unchanged
74 Allie Family Office LLC 0.28% of their portfolio MIAMI, FL 12,26012.3k $634.9k $634.9k 0.28% Unchanged
75 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 12,20012.2k $631.8k $631.8k 0.01% Added +6.2k +6,221
76 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 12,10712.1k $626.9k $626.9k 0.00% Reduced -157 -157
77 INTEGRITY ALLIANCE, LLC. 0.02% of their portfolio Urbandale, IA 11,92811.9k $617.7k $617.7k 0.02% Reduced -7.4k -7,400
78 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 11,92111.9k $617.3k $617.3k 0.01% Unchanged
79 FORTRESS PRIVATE LEDGER, LLC 0.19% of their portfolio RALEIGH, NC 11,70311.7k $606.0k $606.0k 0.19% Added +118 +118
80 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 11,67611.7k $604.6k $604.6k 0.01% Reduced -989 -989
81 Prosperity Consulting Group, LLC 0.03% of their portfolio OWINGS MILLS, MD 11,37211.4k $588.9k $588.9k 0.03% Added +105 +105
82 Gerber Kawasaki Wealth & Investment Management 0.02% of their portfolio SANTA MONICA, CA 11,34011.3k $587.2k $587.2k 0.02% Unchanged
83 Harvest Investment Services, LLC 0.10% of their portfolio Oakbrook Terrace, IL 11,05511.1k $572.5k $572.5k 0.10% Added +159 +159
84 Beacon Financial Advisory LLC 0.13% of their portfolio CLEVELAND, OH 10,76410.8k $557.4k $557.4k 0.13% Unchanged
85 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 10,69610.7k $553.9k $553.9k 0.00% Unchanged
86 Apollon Wealth Management, LLC 0.01% of their portfolio MOUNT PLEASANT, SC 10,56610.6k $547.1k $547.1k 0.01% Unchanged
87 Keating Financial Advisory Services, Inc. 0.09% of their portfolio MANHATTAN, KS 10,52210.5k $544.9k $544.9k 0.09% Added +909 +909
88 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 10,43810.4k $540.5k $540.5k 0.01% Reduced -48.7k -48,738
89 Sunbelt Securities, Inc. 0.03% of their portfolio HOUSTON, TX 10,34910.3k $535.9k $535.9k 0.03% Reduced -939 -939
90 Brookwood Investment Group LLC 0.07% of their portfolio PHOENIX, AZ 10,27810.3k $532.2k $532.2k 0.07% Added +4.5k +4,523
91 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 10,11710.1k $523.9k $523.9k 0.00% Reduced -3.0k -2,992
92 IMG Wealth Management, Inc. 0.33% of their portfolio JACKSONVILLE, FL 10,00410.0k $518.0k $518.0k 0.33% Unchanged
93 BCGM Wealth Management, LLC 0.13% of their portfolio LAFAYETTE, IN 10,00010.0k $517.8k $517.8k 0.13% Unchanged
94 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 9,8519.9k $510.1k $510.1k 0.00% Added +40 +40
95 Signal Advisors Wealth, LLC 0.03% of their portfolio DETROIT, MI 9,5579.6k $494.9k $494.9k 0.03% Reduced -10.4k -10,445
96 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 8,9038.9k $461.0k $461.0k 0.00% Reduced -171 -171
97 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 8,7878.8k $455.3k $455.3k 0.01% Added +8 +8
98 Valtinson Bruner Financial Planning LLC 0.12% of their portfolio NEW BRIGHTON, MN 8,7488.7k $453.0k $453.0k 0.12% Unchanged
99 CITIZENS FINANCIAL GROUP INC/RI 0.01% of their portfolio PROVIDENCE, RI 8,6088.6k $445.7k $445.7k 0.01% Unchanged
100 LANARK FINANCIAL, INC. 0.03% of their portfolio BIRMINGHAM, AL 8,5378.5k $442.1k $442.1k 0.03% Reduced -232 -232