Vault-13

FIRST TR EXCHNG TRADED FD VI FJUL

FT VEST US EQT · ETP · CUSIP 33740U208

88 institutional holders +1 vs Q1 2023
2,313,3212.3m shares reported held*
$90.0mreported value*
11 new 11 added 41 reduced 11 sold out net sold ≈ $29.6m (-758.2k 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 ≈ $38.90.

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 80Q4 22: 80Q1 23: 87Q2 23: 8888Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 202280
Q4 202280
Q1 202387
Q2 202388

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 22: 30 bought or addedQ4 22: 36 cut or sold outQ4 22Q1 23: 28 bought or addedQ1 23: 39 cut or sold outQ1 23Q2 23: 22 bought or addedQ2 23: 52 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 20223036
Q1 20232839
Q2 20232252

Biggest buyers

CreativeOne Wealth, LLC New +76,738+76.7k
GDS Wealth Management New +72,158+72.2k
LPL Financial LLC Added +28,002+28.0k
ENVESTNET ASSET MANAGEMENT INC Added +15,451+15.5k
Cambridge Investment Research Advisors, Inc. Added +12,240+12.2k
CITADEL ADVISORS LLC New +11,713+11.7k
SageView Advisory Group, LLC New +8,512+8.5k
CAPTRUST FINANCIAL ADVISORS Added +8,360+8.4k
Strategic Blueprint, LLC New +5,957+6.0k
Santori & Peters, Inc. New +5,585+5.6k

Biggest sellers

AE Wealth Management LLC Reduced -412,565-412.6k
MBL Wealth, LLC Sold out -130,517-130.5k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -80,680-80.7k
Wealthcare Advisory Partners LLC Sold out -75,576-75.6k
OLD MISSION CAPITAL LLC Sold out -40,525-40.5k
Sigma Planning Corp Sold out -38,442-38.4k
SMART Wealth LLC Reduced -35,291-35.3k
Kestra Advisory Services, LLC Reduced -27,106-27.1k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -22,302-22.3k
Steward Partners Investment Advisory, LLC Reduced -21,088-21.1k

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, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio WALTHAM, MA 541,760541.8k $21.1m $21.1m 0.04% Reduced -80.7k -80,680
2 Brookstone Capital Management 0.10% of their portfolio WHEATON, IL 126,631126.6k $4.9m $4.9m 0.10% Reduced -7.4k -7,439
3 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 106,825106.8k $4.2m $4.2m 0.01% Reduced -10.5k -10,522
4 AE Wealth Management LLC 0.02% of their portfolio TOPEKA, KS 102,209102.2k $4.0m $4.0m 0.02% Reduced -412.6k -412,565
5 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 90,96091.0k $3.5m $3.5m 0.01% Reduced -818 -818
6 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 81,83981.8k $3.2m $3.2m 0.01% Added +12.2k +12,240
7 CreativeOne Wealth, LLC 0.07% of their portfolio OVERLAND PARK, KS 76,73876.7k $2.9m $2.9m 0.07% New
8 GDS Wealth Management 0.46% of their portfolio FLOWER MOUND, TX 72,15872.2k $2.8m $2.8m 0.46% New
9 BECK CAPITAL MANAGEMENT, LLC 1.06% of their portfolio AUSTIN, TX 69,21069.2k $2.7m $2.7m 1.06% Reduced -2.0k -1,955
10 OneDigital Investment Advisors LLC 0.06% of their portfolio OVERLAND PARK, KS 68,82468.8k $2.7m $2.7m 0.06% Reduced -6.6k -6,611
11 SMART Wealth LLC 1.72% of their portfolio Omaha, NE 58,52358.5k $2.3m $2.3m 1.72% Reduced -35.3k -35,291
12 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 51,55951.6k $2.0m $2.0m 0.02% Reduced -4.9k -4,920
13 Cetera Advisors LLC 0.03% of their portfolio DENVER, CO 50,50650.5k $2.0m $2.0m 0.03% Added +1.5k +1,477
14 Opes Wealth Management LLC 0.53% of their portfolio MENLO PARK, CA 47,70047.7k $1.9m $1.9m 0.53% Added +3.3k +3,265
15 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 41,29441.3k $1.6m $1.6m 0.00% Added +15.5k +15,451
16 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 41,20541.2k $1.6m $1.6m 0.01% Added +8.4k +8,360
17 TBH Global Asset Management, LLC 0.27% of their portfolio Brentwood, TN 35,80535.8k $1.4m $1.4m 0.27% Unchanged
18 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 34,05934.1k $1.3m $1.3m 0.00% Added +28.0k +28,002
19 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 24,39324.4k $952.0k $952.0k 0.00% Reduced -12.3k -12,331
20 Aurora Private Wealth, Inc. 0.92% of their portfolio ROCKAWAY, NJ 20,80220.8k $811.0k $811.0k 0.92% Reduced -185 -185
21 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 20,75520.8k $809.4k $809.4k 0.01% Reduced -550 -550
22 Truadvice, LLC 0.30% of their portfolio SARASOTA, FL 20,46420.5k $805.0k $805.0k 0.30% Added +1.5k +1,477
23 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.20% of their portfolio BLUE BELL, PA 19,80919.8k $772.6k $772.6k 0.20% Reduced -230 -230
24 Cetera Advisor Networks LLC 0.01% of their portfolio EL SEGUNDO, CA 18,89018.9k $736.7k $736.7k 0.01% Reduced -4.6k -4,592
25 Keystone Wealth Services, LLC 0.26% of their portfolio PALM DESERT, CA 18,16918.2k $708.6k $708.6k 0.26% Unchanged
26 Main Street Financial Solutions, LLC 0.09% of their portfolio NEWTOWN, PA 17,48017.5k $681.7k $681.7k 0.09% Reduced -820 -820
27 FSB PREMIER WEALTH MANAGEMENT, INC. 0.33% of their portfolio WATERLOO, IA 15,37215.4k $599.5k $599.5k 0.33% Reduced -57 -57
28 Sage Capital Advisors,llc 0.21% of their portfolio SIOUX FALLS, SD 15,27315.3k $595.6k $595.6k 0.21% Added +5.6k +5,578
29 DHJJ Financial Advisors, Ltd. 0.31% of their portfolio NAPERVILLE, IL 15,13615.1k $590.3k $590.3k 0.31% Reduced -162 -162
30 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 15,08315.1k $588.2k $588.2k 0.00% Reduced -22.3k -22,302
31 Sunbelt Securities, Inc. 0.08% of their portfolio HOUSTON, TX 14,36214.4k $560.1k $560.1k 0.08% Reduced -1.7k -1,735
32 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 14,25114.3k $555.8k $555.8k 0.00% Unchanged
33 Cypress Wealth Services, LLC 0.15% of their portfolio PALM DESERT, CA 14,21414.2k $563.0k $563.0k 0.15% Unchanged
34 WEDBUSH SECURITIES INC 0.03% of their portfolio PASADENA, CA 14,06614.1k $549.0k $549.0k 0.03% Reduced -19.9k -19,862
35 WOLVERINE TRADING, LLC 0.01% of their portfolio CHICAGO, IL 12,99313.0k $500.1k $500.1k 0.01% Added +3.0k +2,965
36 BAKER TILLY WEALTH MANAGEMENT, LLC 0.05% of their portfolio MADISON, WI 12,86012.9k $501.5k $501.5k 0.05% Unchanged
37 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 12,10712.1k $472.2k $472.2k 0.02% Reduced -4.6k -4,573
38 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 11,71311.7k $456.8k $456.8k 0.00% New
39 Allen Capital Group, LLC 0.08% of their portfolio GRAND ISLAND, NE 11,70911.7k $456.7k $456.7k 0.08% Reduced -250 -250
40 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 11,51511.5k $449.1k $449.1k 0.00% Reduced -27.1k -27,106
41 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 11,44311.4k $446.3k $446.3k 0.00% First filing
42 Integrity Financial Corp /WA 0.33% of their portfolio JACKSON, WY 11,08511.1k $432.3k $432.3k 0.33% Reduced -1.4k -1,444
43 Mariner, LLC 0.00% of their portfolio Overland Park, KS 11,01211.0k $429.5k $429.5k 0.00% Added +60 +60
44 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 10,97511.0k $428.0k $428.0k 0.01% Reduced -21.1k -21,088
45 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 10,82210.8k $376.1k $376.1k 0.01% Added +5.4k +5,398
46 Ameritas Advisory Services, LLC 0.05% of their portfolio Lincoln, NE 10,70310.7k $412.5k $412.5k 0.05% Reduced -2.8k -2,752
47 McKinley Carter Wealth Services, Inc. 0.03% of their portfolio WHEELING, WV 10,48310.5k $408.8k $408.8k 0.03% Unchanged
48 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 9,5249.5k $371.4k $371.4k 0.00% Reduced -2.3k -2,274
49 Outlook Wealth Advisors, LLC 0.14% of their portfolio SHENANDOAH, TX 9,1779.2k $357.9k $357.9k 0.14% Unchanged
50 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 8,7638.8k $341.8k $341.8k 0.00% Unchanged
51 Valtinson Bruner Financial Planning LLC 0.18% of their portfolio NEW BRIGHTON, MN 8,6858.7k $338.7k $338.7k 0.18% Unchanged
52 Capital Asset Advisory Services LLC 0.02% of their portfolio Williamston, MI 8,6658.7k $341.3k $341.3k 0.02% Unchanged
53 SageView Advisory Group, LLC 0.02% of their portfolio Newport Beach, CA 8,5128.5k $332.0k $332.0k 0.02% New
54 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 8,1848.2k $319.0k $319.0k 0.00% Reduced -894 -894
55 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 8,1108.1k $316.3k $316.3k 0.00% Unchanged
56 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 7,3457.3k $286.5k $286.5k 0.01% Reduced -181 -181
57 CENTAURUS FINANCIAL, INC. 0.02% of their portfolio ANAHEIM, CA 7,0177.0k $274.0k $274.0k 0.02% Reduced -707 -707
58 Lion Street Advisors, LLC 0.08% of their portfolio Austin, TX 6,8916.9k $247.9k $247.9k 0.08% Reduced -6.2k -6,224
59 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 6,8836.9k $268.4k $268.4k 0.00% Unchanged
60 StoneX Group Inc. 0.03% of their portfolio NEW YORK, NY 6,5436.5k $255.2k $255.2k 0.03% Reduced -831 -831
61 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 6,3956.4k $249.4k $249.4k 0.01% Reduced -4.0k -4,025
62 Legacy Private Trust Co. 0.02% of their portfolio NEENAH, WI 6,3436.3k $247.4k $247.4k 0.02% Reduced -3.2k -3,208
63 Tanglewood Legacy Advisors, LLC 0.14% of their portfolio HOUSTON, TX 6,3086.3k $246.0k $246.0k 0.14% Unchanged
64 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 6,0346.0k $235.3k $235.3k 0.00% Reduced -9.1k -9,089
65 Strategic Blueprint, LLC 0.02% of their portfolio ATLANTA, GA 5,9576.0k $232.3k $232.3k 0.02% New
66 ARBOR CAPITAL MANAGEMENT INC /ADV 0.18% of their portfolio ANCHORAGE, AK 5,9435.9k $231.8k $231.8k 0.18% Reduced -599 -599
67 Beacon Financial Advisory LLC 0.13% of their portfolio CLEVELAND, OH 5,7705.8k $225.0k $225.0k 0.13% Unchanged
68 TRANSCEND CAPITAL ADVISORS, LLC 0.02% of their portfolio MADISON, NJ 5,7505.8k $224.2k $224.2k 0.02% Unchanged
69 Santori & Peters, Inc. 0.11% of their portfolio CANONSBURG, PA 5,5855.6k $217.8k $217.8k 0.11% New
70 UBS Group AG 0.00% of their portfolio ZURICH, V8 3,8953.9k $151.9k $151.9k 0.00% Reduced -154 -154
71 SOA Wealth Advisors, LLC. 0.03% of their portfolio NEW YORK, NY 3,1193.1k $121.6k $121.6k 0.03% Reduced -15 -15
72 Castleview Partners, LLC 0.10% of their portfolio DALLAS, TX 2,9503.0k $115.0k $115.0k 0.10% Unchanged
73 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 2,9002.9k $113.1k $113.1k 0.00% Unchanged
74 WealthPLAN Partners, LLC 0.01% of their portfolio OMAHA, NE 2,4032.4k $93.7k $93.7k 0.01% Reduced -812 -812
75 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 2,0072.0k $78.3k $78.3k 0.00% New
76 Glen Eagle Advisors, LLC 0.02% of their portfolio KINGSTON, NJ 2,0002.0k $78.0k $78.0k 0.02% Unchanged
77 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,8001.8k $70.2k $70.2k 0.00% Unchanged
78 Archer Investment Corp 0.02% of their portfolio Carmel, IN 1,6561.7k $64.6k $64.6k 0.02% Reduced -1 -1
79 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,5401.5k $60.1k $60.1k 0.00% Unchanged
80 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 1,1541.2k $45.0k $45.0k 0.00% Reduced -50 -50
81 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 1,1541.2k $45.0k $45.0k 0.00% Unchanged
82 GeoWealth Management, LLC 0.00% of their portfolio CHICAGO, IL 868868 $34.0k $34.0k 0.00% New
83 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 850850 $33.1k $33.1k 0.00% New
84 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 272272 $10.6k $10.6k 0.00% Unchanged
85 FARMERS & MERCHANTS INVESTMENTS INC 0.00% of their portfolio LINCOLN, NE 267267 $10.4k $10.4k 0.00% New
86 EPG Wealth Management LLC 0.00% of their portfolio ATLANTA, GA 225225 $8.8k $8.8k 0.00% Unchanged
87 HAZLETT, BURT & WATSON, INC. 0.00% of their portfolio WHEELING, WV 107107 $4.0k $4.0k 0.00% Unchanged
88 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 2626 $1.0k $1.0k 0.00% New