Vault-13

FIRST TR EXCHNG TRADED FD VI FJUL

FT VEST US EQT · ETP · CUSIP 33740U208

87 institutional holders +7 vs Q4 2022
3,060,0963.1m shares reported held*
$110.7mreported value*
14 new 14 added 34 reduced 5 sold out net bought ≈ $9.8m (+271.9k 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 ≈ $36.17.

Trends to Q1 2023

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 80Q4 22: 80Q1 23: 8787Q3 22Q4 22Q1 23
Numbers
QuarterHolders
Q3 202280
Q4 202280
Q1 202387

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q4 22: 30 bought or addedQ4 22: 36 cut or sold outQ4 22Q1 23: 28 bought or addedQ1 23: 39 cut or sold outQ1 23
Numbers
QuarterBought or addedCut or sold out
Q4 20223036
Q1 20232839

Biggest buyers

Brookstone Capital Management New +134,070+134.1k
MBL Wealth, LLC New +130,517+130.5k
AE Wealth Management LLC Added +70,309+70.3k
Opes Wealth Management LLC New +44,435+44.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +29,162+29.2k
OLD MISSION CAPITAL LLC Added +26,120+26.1k
CAPTRUST FINANCIAL ADVISORS Added +22,355+22.4k
NewEdge Advisors, LLC Added +18,250+18.2k
Lion Street Advisors, LLC New +13,115+13.1k
Allen Capital Group, LLC New +11,959+12.0k

Biggest sellers

Raymond James Financial Services Advisors, Inc. Reduced -71,748-71.7k
MONEY CONCEPTS CAPITAL CORP Sold out -20,353-20.4k
Archer Investment Corp Reduced -19,465-19.5k
BECK CAPITAL MANAGEMENT, LLC Reduced -18,691-18.7k
GOLDMAN SACHS GROUP INC Sold out -17,188-17.2k
MML INVESTORS SERVICES, LLC Sold out -13,992-14.0k
WORLD EQUITY GROUP, INC. Sold out -13,107-13.1k
ENVESTNET ASSET MANAGEMENT INC Reduced -12,470-12.5k
OSAIC HOLDINGS, INC. Reduced -12,461-12.5k
SMART Wealth LLC Reduced -12,108-12.1k

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, Q1 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 COMMONWEALTH EQUITY SERVICES, LLC 0.05% of their portfolio WALTHAM, MA 622,440622.4k $22.5m $22.5m 0.05% Reduced -2.1k -2,113
2 AE Wealth Management LLC 0.12% of their portfolio TOPEKA, KS 514,774514.8k $18.6m $18.6m 0.12% Added +70.3k +70,309
3 Brookstone Capital Management 0.10% of their portfolio WHEATON, IL 134,070134.1k $4.9m $4.9m 0.10% New
4 MBL Wealth, LLC 0.74% of their portfolio CHARLOTTE, NC 130,517130.5k $4.7m $4.7m 0.74% New
5 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 117,347117.3k $4.2m $4.2m 0.01% Reduced -12.5k -12,461
6 SMART Wealth LLC 2.99% of their portfolio Omaha, NE 93,81493.8k $3.4m $3.4m 2.99% Reduced -12.1k -12,108
7 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 91,77891.8k $3.3m $3.3m 0.01% Reduced -71.7k -71,748
8 Wealthcare Advisory Partners LLC 0.12% of their portfolio WEST CHESTER, PA 75,57675.6k $2.7m $2.7m 0.12% Reduced -1.8k -1,760
9 OneDigital Investment Advisors LLC 0.06% of their portfolio OVERLAND PARK, KS 75,43575.4k $2.7m $2.7m 0.06% Reduced -2.4k -2,446
10 BECK CAPITAL MANAGEMENT, LLC 1.10% of their portfolio AUSTIN, TX 71,16571.2k $2.6m $2.6m 1.10% Reduced -18.7k -18,691
11 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 69,59969.6k $2.5m $2.5m 0.01% Reduced -11.6k -11,638
12 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 56,47956.5k $2.0m $2.0m 0.02% Added +3.0k +2,986
13 Cetera Advisors LLC 0.03% of their portfolio DENVER, CO 49,02949.0k $1.8m $1.8m 0.03% Reduced -829 -829
14 Opes Wealth Management LLC 0.52% of their portfolio MENLO PARK, CA 44,43544.4k $1.6m $1.6m 0.52% New
15 OLD MISSION CAPITAL LLC 0.04% of their portfolio CHICAGO, IL 40,52540.5k $1.5m $1.5m 0.04% Added +26.1k +26,120
16 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 38,62138.6k $1.4m $1.4m 0.02% Reduced -6.8k -6,823
17 Sigma Planning Corp 0.05% of their portfolio ANN ARBOR, MI 38,44238.4k $1.4m $1.4m 0.05% Reduced -6.9k -6,906
18 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 37,38537.4k $1.4m $1.4m 0.00% Added +29.2k +29,162
19 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 36,72436.7k $1.3m $1.3m 0.00% Reduced -5.0k -5,031
20 TBH Global Asset Management, LLC 0.28% of their portfolio Brentwood, TN 35,80535.8k $1.3m $1.3m 0.28% Unchanged
21 WEDBUSH SECURITIES INC 0.06% of their portfolio PASADENA, CA 33,92833.9k $1.2m $1.2m 0.06% Reduced -1.2k -1,178
22 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 32,84532.8k $1.2m $1.2m 0.01% Added +22.4k +22,355
23 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 32,06332.1k $1.2m $1.2m 0.02% Added +716 +716
24 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 25,84325.8k $934.7k $934.7k 0.00% Reduced -12.5k -12,470
25 Cetera Advisor Networks LLC 0.01% of their portfolio EL SEGUNDO, CA 23,48223.5k $849.3k $849.3k 0.01% Reduced -9 -9
26 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 21,30521.3k $770.6k $770.6k 0.01% Added +18.2k +18,250
27 Aurora Private Wealth, Inc. 0.81% of their portfolio ROCKAWAY, NJ 20,98721.0k $759.0k $759.0k 0.81% Unchanged
28 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.22% of their portfolio BLUE BELL, PA 20,03920.0k $724.8k $724.8k 0.22% Reduced -85 -85
29 Truadvice, LLC 0.28% of their portfolio SARASOTA, FL 18,98719.0k $694.9k $694.9k 0.28% Reduced -13 -13
30 Main Street Financial Solutions, LLC 0.10% of their portfolio NEWTOWN, PA 18,30018.3k $661.9k $661.9k 0.10% Unchanged
31 Keystone Wealth Services, LLC 0.27% of their portfolio PALM DESERT, CA 18,16918.2k $657.2k $657.2k 0.27% Unchanged
32 HARBOUR INVESTMENTS, INC. 0.03% of their portfolio MADISON, WI 16,68016.7k $603.3k $603.3k 0.03% Reduced -1.1k -1,095
33 Sunbelt Securities, Inc. 0.09% of their portfolio HOUSTON, TX 16,09716.1k $576.4k $576.4k 0.09% Reduced -578 -578
34 FSB PREMIER WEALTH MANAGEMENT, INC. 0.31% of their portfolio WATERLOO, IA 15,42915.4k $558.1k $558.1k 0.31% Reduced -3.1k -3,127
35 DHJJ Financial Advisors, Ltd. 0.30% of their portfolio NAPERVILLE, IL 15,29815.3k $553.3k $553.3k 0.30% Added +280 +280
36 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 15,12315.1k $547.0k $547.0k 0.00% Unchanged
37 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 14,25114.3k $515.5k $515.5k 0.00% Reduced -3.7k -3,699
38 Cypress Wealth Services, LLC 0.15% of their portfolio PALM DESERT, CA 14,21414.2k $514.1k $514.1k 0.15% Unchanged
39 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 13,45513.5k $486.8k $486.8k 0.02% Reduced -4.9k -4,873
40 Lion Street Advisors, LLC 0.15% of their portfolio Austin, TX 13,11513.1k $474.4k $474.4k 0.15% New
41 BAKER TILLY WEALTH MANAGEMENT, LLC 0.05% of their portfolio MADISON, WI 12,86012.9k $465.1k $465.1k 0.05% Reduced -235 -235
42 Integrity Financial Corp /WA 0.37% of their portfolio JACKSON, WY 12,52912.5k $453.2k $453.2k 0.37% Unchanged
43 Allen Capital Group, LLC 0.08% of their portfolio GRAND ISLAND, NE 11,95912.0k $432.6k $432.6k 0.08% New
44 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 11,79811.8k $426.7k $426.7k 0.01% Added +1.9k +1,879
45 Mariner, LLC 0.00% of their portfolio Overland Park, KS 10,95211.0k $396.0k $396.0k 0.00% Reduced -56 -56
46 McKinley Carter Wealth Services, Inc. 0.03% of their portfolio WHEELING, WV 10,48310.5k $379.2k $379.2k 0.03% Unchanged
47 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 10,42010.4k $376.9k $376.9k 0.01% Added +4.0k +4,025
48 WOLVERINE TRADING, LLC 0.01% of their portfolio CHICAGO, IL 10,02810.0k $359.0k $359.0k 0.01% New
49 Sage Capital Advisors,llc 0.13% of their portfolio SIOUX FALLS, SD 9,6959.7k $350.7k $350.7k 0.13% Unchanged
50 Legacy Private Trust Co. 0.03% of their portfolio NEENAH, WI 9,5519.6k $345.5k $345.5k 0.03% Reduced -1.8k -1,799
51 Outlook Wealth Advisors, LLC 0.15% of their portfolio SHENANDOAH, TX 9,1779.2k $331.9k $331.9k 0.15% Unchanged
52 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 9,0789.1k $328.0k $328.0k 0.00% Reduced -881 -881
53 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 8,7638.8k $317.0k $317.0k 0.00% New
54 Valtinson Bruner Financial Planning LLC 0.18% of their portfolio NEW BRIGHTON, MN 8,6858.7k $314.1k $314.1k 0.18% Unchanged
55 Capital Asset Advisory Services LLC 0.02% of their portfolio Williamston, MI 8,6658.7k $313.4k $313.4k 0.02% Reduced -464 -464
56 Cambridge Advisors Inc. 0.08% of their portfolio OMAHA, NE 8,1508.2k $294.8k $294.8k 0.08% Unchanged
57 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 8,1108.1k $293.3k $293.3k 0.00% Unchanged
58 Jaffetilchin Investment Partners, LLC 0.03% of their portfolio TAMPA, FL 7,9177.9k $286.4k $286.4k 0.03% Reduced -98 -98
59 ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 0.15% of their portfolio New Cumberland, PA 7,7737.8k $281.1k $281.1k 0.15% Unchanged
60 CENTAURUS FINANCIAL, INC. 0.02% of their portfolio ANAHEIM, CA 7,7247.7k $279.0k $279.0k 0.02% Unchanged
61 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 7,5267.5k $272.2k $272.2k 0.01% Unchanged
62 StoneX Group Inc. 0.03% of their portfolio NEW YORK, NY 7,3747.4k $266.7k $266.7k 0.03% Added +823 +823
63 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 6,8836.9k $249.0k $249.0k 0.01% Reduced -333 -333
64 ARBOR CAPITAL MANAGEMENT INC /ADV 0.19% of their portfolio ANCHORAGE, AK 6,5426.5k $237.0k $237.0k 0.19% Unchanged
65 TOWNSQUARE CAPITAL LLC 0.01% of their portfolio Lehi, UT 6,4936.5k $234.9k $234.9k 0.01% New
66 Tanglewood Legacy Advisors, LLC 0.15% of their portfolio HOUSTON, TX 6,3086.3k $228.2k $228.2k 0.15% Reduced -15 -15
67 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 6,0576.1k $219.1k $219.1k 0.00% Reduced -311 -311
68 Beacon Financial Advisory LLC 0.13% of their portfolio CLEVELAND, OH 5,7705.8k $208.7k $208.7k 0.13% New
69 TRANSCEND CAPITAL ADVISORS, LLC 0.02% of their portfolio MADISON, NJ 5,7505.8k $208.0k $208.0k 0.02% New
70 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 5,4245.4k $165.4k $165.4k 0.01% Reduced -5.5k -5,479
71 UBS Group AG 0.00% of their portfolio ZURICH, V8 4,0494.0k $146.5k $146.5k 0.00% Added +39 +39
72 WealthPLAN Partners, LLC 0.01% of their portfolio OMAHA, NE 3,2153.2k $116.3k $116.3k 0.01% New
73 SOA Wealth Advisors, LLC. 0.03% of their portfolio NEW YORK, NY 3,1343.1k $113.4k $113.4k 0.03% Unchanged
74 Castleview Partners, LLC 0.09% of their portfolio DALLAS, TX 2,9503.0k $106.7k $106.7k 0.09% Unchanged
75 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 2,9002.9k $104.9k $104.9k 0.00% New
76 Glen Eagle Advisors, LLC 0.02% of their portfolio KINGSTON, NJ 2,0002.0k $72.3k $72.3k 0.02% Unchanged
77 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,8001.8k $65.1k $65.1k 0.00% Unchanged
78 Archer Investment Corp 0.02% of their portfolio Carmel, IN 1,6571.7k $59.9k $59.9k 0.02% Reduced -19.5k -19,465
79 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,5401.5k $55.7k $55.7k 0.00% New
80 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 1,2041.2k $43.5k $43.5k 0.00% Added +671 +671
81 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 1,1541.2k $41.7k $41.7k 0.00% Added +954 +954
82 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 1,0001.0k $36.0k $36.0k 0.00% Reduced -2.4k -2,382
83 City State Bank 0.01% of their portfolio NORWALK, IA 725725 $26.0k $26.0k 0.01% Unchanged
84 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 272272 $9.8k $9.8k 0.00% Unchanged
85 EPG Wealth Management LLC 0.00% of their portfolio ATLANTA, GA 225225 $8.1k $8.1k 0.00% Unchanged
86 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 150150 $5.4k $5.4k 0.00% New
87 HAZLETT, BURT & WATSON, INC. 0.00% of their portfolio WHEELING, WV 107107 $4.0k $4.0k 0.00% Unchanged