Vault-13

FIRST TR EXCHNG TRADED FD VI FJUL

FT VEST US EQT · ETP · CUSIP 33740U208

80 institutional holders +0 vs Q3 2022
2,798,8062.8m shares reported held*
$96.0mreported value*
12 new 18 added 27 reduced 9 sold out net sold ≈ $3.0m (-87.6k 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 ≈ $34.30.

Trends to Q4 2022

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 80Q4 22: 8080Q3 22Q4 22
Numbers
QuarterHolders
Q3 202280
Q4 202280

Biggest buyers

AE Wealth Management LLC Added +197,293+197.3k
COMMONWEALTH EQUITY SERVICES, LLC Added +46,009+46.0k
MONEY CONCEPTS CAPITAL CORP New +20,353+20.4k
GOLDMAN SACHS GROUP INC New +17,188+17.2k
MML INVESTORS SERVICES, LLC New +13,992+14.0k
Capital Asset Advisory Services LLC New +9,129+9.1k
Valtinson Bruner Financial Planning LLC New +8,685+8.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +8,223+8.2k
Cerity Partners LLC New +8,110+8.1k
KESTRA PRIVATE WEALTH SERVICES, LLC New +6,395+6.4k

Biggest sellers

Legacy Private Trust Co. Reduced -156,219-156.2k
OLD MISSION CAPITAL LLC Reduced -62,616-62.6k
Advisor Resource Council Sold out -36,531-36.5k
Beacon Financial Advisory LLC Sold out -21,806-21.8k
ENVESTNET ASSET MANAGEMENT INC Reduced -19,023-19.0k
Kestra Advisory Services, LLC Reduced -17,859-17.9k
B. Riley Wealth Advisors, Inc. Sold out -15,739-15.7k
BECK CAPITAL MANAGEMENT, LLC Reduced -15,613-15.6k
CITADEL ADVISORS LLC Sold out -14,784-14.8k
Allen Capital Group, LLC Sold out -11,961-12.0k

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 -2.3 pts · filed 2026-10-27 67.7% -2.3 pts 15.4m≈ $916.4m 2026-10-27

Holders, Q4 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 COMMONWEALTH EQUITY SERVICES, LLC 0.05% of their portfolio WALTHAM, MA 624,553624.6k $21.4m $21.4m 0.05% Added +46.0k +46,009
2 AE Wealth Management LLC 0.11% of their portfolio TOPEKA, KS 444,465444.5k $15.2m $15.2m 0.11% Added +197.3k +197,293
3 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 163,526163.5k $5.6m $5.6m 0.01% Added +14 +14
4 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 129,808129.8k $4.5m $4.5m 0.01% Added +4.7k +4,732
5 SMART Wealth LLC 2.73% of their portfolio Omaha, NE 105,922105.9k $3.6m $3.6m 2.73% First filing
6 BECK CAPITAL MANAGEMENT, LLC 1.30% of their portfolio AUSTIN, TX 89,85689.9k $3.1m $3.1m 1.30% Reduced -15.6k -15,613
7 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 81,23781.2k $2.8m $2.8m 0.01% Reduced -4.5k -4,467
8 OneDigital Investment Advisors LLC 0.08% of their portfolio OVERLAND PARK, KS 77,88177.9k $2.7m $2.7m 0.08% Added +1.1k +1,100
9 Wealthcare Advisory Partners LLC 0.13% of their portfolio WEST CHESTER, PA 77,33677.3k $2.7m $2.7m 0.13% Added +3.0k +2,988
10 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 53,49353.5k $1.8m $1.8m 0.02% Added +1.9k +1,940
11 Cetera Advisors LLC 0.03% of their portfolio DENVER, CO 49,85849.9k $1.7m $1.7m 0.03% Reduced -7.1k -7,108
12 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 45,44445.4k $1.6m $1.6m 0.01% Reduced -17.9k -17,859
13 Sigma Planning Corp 0.06% of their portfolio ANN ARBOR, MI 45,34845.3k $1.6m $1.6m 0.06% Reduced -1.3k -1,278
14 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 41,75541.8k $1.4m $1.4m 0.00% Added +572 +572
15 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 38,31338.3k $1.3m $1.3m 0.00% Reduced -19.0k -19,023
16 TBH Global Asset Management, LLC 0.30% of their portfolio Brentwood, TN 35,80535.8k $1.2m $1.2m 0.30% Unchanged
17 WEDBUSH SECURITIES INC 0.07% of their portfolio PASADENA, CA 35,10635.1k $1.2m $1.2m 0.07% Reduced -177 -177
18 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 31,34731.3k $1.1m $1.1m 0.02% Added +1.9k +1,908
19 Cetera Advisor Networks LLC 0.01% of their portfolio EL SEGUNDO, CA 23,49123.5k $805.8k $805.8k 0.01% Added +425 +425
20 Archer Investment Corp 0.28% of their portfolio Carmel, IN 21,12221.1k $724.6k $724.6k 0.28% Reduced -772 -772
21 Aurora Private Wealth, Inc. 0.82% of their portfolio ROCKAWAY, NJ 20,98721.0k $720.0k $720.0k 0.82% Reduced -4.2k -4,234
22 MONEY CONCEPTS CAPITAL CORP 0.03% of their portfolio PALM BEACH GARDENS, FL 20,35320.4k $698.2k $698.2k 0.03% New
23 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.23% of their portfolio BLUE BELL, PA 20,12420.1k $690.3k $690.3k 0.23% Added +310 +310
24 Truadvice, LLC 0.35% of their portfolio SARASOTA, FL 19,00019.0k $671.5k $671.5k 0.35% Reduced -11 -11
25 FSB PREMIER WEALTH MANAGEMENT, INC. 0.35% of their portfolio WATERLOO, IA 18,55618.6k $636.5k $636.5k 0.35% Added +121 +121
26 Ameritas Advisory Services, LLC 0.03% of their portfolio Lincoln, NE 18,32818.3k $628.7k $628.7k 0.03% Added +3.0k +2,957
27 Main Street Financial Solutions, LLC 0.10% of their portfolio NEWTOWN, PA 18,30018.3k $628.0k $628.0k 0.10% Unchanged
28 Keystone Wealth Services, LLC 0.27% of their portfolio PALM DESERT, CA 18,16918.2k $623.3k $623.3k 0.27% Added +3.0k +3,000
29 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 17,95017.9k $615.8k $615.8k 0.00% Reduced -11.3k -11,269
30 HARBOUR INVESTMENTS, INC. 0.04% of their portfolio MADISON, WI 17,77517.8k $609.8k $609.8k 0.04% Added +3.4k +3,380
31 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 17,18817.2k $589.6k $589.6k 0.00% New
32 Sunbelt Securities, Inc. 0.11% of their portfolio HOUSTON, TX 16,67516.7k $572.0k $572.0k 0.11% Unchanged
33 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 15,12315.1k $518.8k $518.8k 0.00% Reduced -8.1k -8,144
34 DHJJ Financial Advisors, Ltd. 0.30% of their portfolio NAPERVILLE, IL 15,01815.0k $515.2k $515.2k 0.30% Reduced -665 -665
35 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 14,40514.4k $494.1k $494.1k 0.02% Reduced -62.6k -62,616
36 Cypress Wealth Services, LLC 0.16% of their portfolio PALM DESERT, CA 14,21414.2k $487.6k $487.6k 0.16% Unchanged
37 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 13,99214.0k $480.0k $480.0k 0.00% New
38 WORLD EQUITY GROUP, INC. 0.11% of their portfolio SCHAUMBURG, IL 13,10713.1k $449.6k $449.6k 0.11% Added +1.3k +1,261
39 BAKER TILLY WEALTH MANAGEMENT, LLC 0.06% of their portfolio MADISON, WI 13,09513.1k $449.2k $449.2k 0.06% Unchanged
40 Integrity Financial Corp /WA 0.41% of their portfolio JACKSON, WY 12,52912.5k $429.8k $429.8k 0.41% Unchanged
41 Legacy Private Trust Co. 0.04% of their portfolio NEENAH, WI 11,35011.3k $389.4k $389.4k 0.04% Reduced -156.2k -156,219
42 Mariner, LLC 0.00% of their portfolio Overland Park, KS 11,00811.0k $378.0k $378.0k 0.00% Reduced -558 -558
43 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 10,90310.9k $333.0k $333.0k 0.01% Reduced -334 -334
44 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 10,49010.5k $359.9k $359.9k 0.00% Reduced -1.1k -1,090
45 McKinley Carter Wealth Services, Inc. 0.03% of their portfolio WHEELING, WV 10,48310.5k $359.6k $359.6k 0.03% Unchanged
46 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 9,95910.0k $342.0k $342.0k 0.00% Unchanged
47 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 9,9199.9k $340.3k $340.3k 0.00% Reduced -2.2k -2,190
48 Sage Capital Advisors,llc 0.15% of their portfolio SIOUX FALLS, SD 9,6959.7k $332.6k $332.6k 0.15% Reduced -2.3k -2,271
49 MGO ONE SEVEN LLC 0.03% of their portfolio Beachwood, OH 9,5119.5k $326.3k $326.3k 0.03% Unchanged
50 Outlook Wealth Advisors, LLC 0.15% of their portfolio SHENANDOAH, TX 9,1779.2k $314.8k $314.8k 0.15% Reduced -2.6k -2,565
51 Capital Asset Advisory Services LLC 0.02% of their portfolio Williamston, MI 9,1299.1k $313.2k $313.2k 0.02% New
52 Valtinson Bruner Financial Planning LLC 0.18% of their portfolio NEW BRIGHTON, MN 8,6858.7k $303.4k $303.4k 0.18% New
53 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 8,2238.2k $282.1k $282.1k 0.00% New
54 Cambridge Advisors Inc. 0.08% of their portfolio OMAHA, NE 8,1508.2k $279.6k $279.6k 0.08% Unchanged
55 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 8,1108.1k $278.2k $278.2k 0.00% New
56 Jaffetilchin Investment Partners, LLC 0.03% of their portfolio TAMPA, FL 8,0158.0k $274.9k $274.9k 0.03% Reduced -661 -661
57 TRUSTCORE FINANCIAL SERVICES, LLC 0.02% of their portfolio BRENTWOOD, TN 7,9007.9k $271.0k $271.0k 0.02% Reduced -7.0k -7,050
58 ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 0.15% of their portfolio New Cumberland, PA 7,7737.8k $266.6k $266.6k 0.15% Unchanged
59 CENTAURUS FINANCIAL, INC. 0.02% of their portfolio ANAHEIM, CA 7,7247.7k $265.0k $265.0k 0.02% Reduced -2.9k -2,850
60 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 7,5267.5k $258.2k $258.2k 0.01% Reduced -1.0k -1,017
61 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 7,2167.2k $248.0k $248.0k 0.01% Reduced -1.2k -1,181
62 StoneX Group Inc. 0.03% of their portfolio NEW YORK, NY 6,5516.6k $224.7k $224.7k 0.03% Added +114 +114
63 ARBOR CAPITAL MANAGEMENT INC /ADV 0.20% of their portfolio ANCHORAGE, AK 6,5426.5k $223.3k $223.3k 0.20% Unchanged
64 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 6,3956.4k $219.4k $219.4k 0.01% New
65 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 6,3686.4k $218.4k $218.4k 0.00% New
66 Tanglewood Legacy Advisors, LLC 0.15% of their portfolio HOUSTON, TX 6,3236.3k $216.9k $216.9k 0.15% First filing
67 UBS Group AG 0.00% of their portfolio ZURICH, V8 4,0104.0k $137.5k $137.5k 0.00% New
68 Capital Analysts, LLC 0.01% of their portfolio FORT WASHINGTON, PA 3,3823.4k $116.0k $116.0k 0.01% Unchanged
69 SOA Wealth Advisors, LLC. 0.03% of their portfolio NEW YORK, NY 3,1343.1k $107.5k $107.5k 0.03% Unchanged
70 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 3,0553.1k $104.8k $104.8k 0.00% New
71 Castleview Partners, LLC 0.10% of their portfolio DALLAS, TX 2,9503.0k $101.2k $101.2k 0.10% Unchanged
72 HERITAGE WEALTH MANAGEMENT, LLC 0.01% of their portfolio PHOENIX, AZ 2,7342.7k $93.8k $93.8k 0.01% Added +1.4k +1,367
73 Glen Eagle Advisors, LLC 0.02% of their portfolio KINGSTON, NJ 2,0002.0k $68.6k $68.6k 0.02% Unchanged
74 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,8001.8k $61.7k $61.7k 0.00% Unchanged
75 City State Bank 0.02% of their portfolio NORWALK, IA 725725 $25.0k $25.0k 0.02% New
76 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 533533 $18.3k $18.3k 0.00% Reduced -800 -800
77 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 272272 $9.3k $9.3k 0.00% Unchanged
78 EPG Wealth Management LLC 0.00% of their portfolio ATLANTA, GA 225225 $7.7k $7.7k 0.00% Unchanged
79 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 200200 $6.9k $6.9k 0.00% Unchanged
80 HAZLETT, BURT & WATSON, INC. 0.00% of their portfolio WHEELING, WV 107107 $4.0k $4.0k 0.00% Unchanged