Vault-13

FIRST TR EXCHNG TRADED FD VI FJUL

FT VEST US EQT · ETP · CUSIP 33740U208

111 institutional holders +23 vs Q2 2023
6,544,9596.5m shares reported held*
$251.0mreported value*
31 new 46 added 14 reduced 10 sold out net bought ≈ $161.7m (+4.2m 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 ($127.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $38.35.

Trends to Q3 2023

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 80Q4 22: 80Q1 23: 87Q2 23: 88Q3 23: 111111Q3 22Q4 22Q1 23Q2 23Q3 23
Numbers
QuarterHolders
Q3 202280
Q4 202280
Q1 202387
Q2 202388
Q3 2023111

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 23Q3 23: 77 bought or addedQ3 23: 24 cut or sold outQ3 23
Numbers
QuarterBought or addedCut or sold out
Q4 20223036
Q1 20232839
Q2 20232252
Q3 20237724

Biggest buyers

AE Wealth Management LLC Added +347,769+347.8k
CWM, LLC New +315,217+315.2k
OSAIC HOLDINGS, INC. Added +277,968+278.0k
OGOREK ANTHONY JOSEPH /NY/ /ADV New +267,617+267.6k
Raymond James Financial Services Advisors, Inc. Added +265,195+265.2k
Wealthcare Advisory Partners LLC New +203,724+203.7k
RAYMOND JAMES & ASSOCIATES Added +196,726+196.7k
Foundations Investment Advisors, LLC New +182,915+182.9k
RiverTree Advisors, LLC New +178,768+178.8k
AIFG Consultants Ltd. New +165,030+165.0k

Biggest sellers

SMART Wealth LLC Reduced -20,577-20.6k
Brookstone Capital Management Reduced -19,154-19.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -15,083-15.1k
WOLVERINE TRADING, LLC Sold out -12,993-13.0k
CITADEL ADVISORS LLC Sold out -11,713-11.7k
Allen Capital Group, LLC Sold out -11,709-11.7k
OneDigital Investment Advisors LLC Reduced -7,947-7.9k
ROYAL BANK OF CANADA Reduced -7,630-7.6k
Integrated Wealth Concepts LLC Sold out -6,883-6.9k
BAKER TILLY WEALTH MANAGEMENT, LLC Reduced -6,000-6.0k

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, Q3 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 COMMONWEALTH EQUITY SERVICES, LLC 0.05% of their portfolio WALTHAM, MA 585,496585.5k $22.5m $22.5m 0.05% Added +43.7k +43,736
2 AE Wealth Management LLC 0.10% of their portfolio TOPEKA, KS 449,978450.0k $17.3m $17.3m 0.10% Added +347.8k +347,769
3 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 384,793384.8k $14.8m $14.8m 0.02% Added +278.0k +277,968
4 Raymond James Financial Services Advisors, Inc. 0.02% of their portfolio ST. PETERSBURG, FL 356,155356.2k $13.7m $13.7m 0.02% Added +265.2k +265,195
5 CWM, LLC 0.07% of their portfolio OMAHA, NE 315,217315.2k $12.1m $12.1m 0.07% New
6 OGOREK ANTHONY JOSEPH /NY/ /ADV 4.05% of their portfolio WILLIAMSVILLE, NY 267,617267.6k $10.3m $10.3m 4.05% New
7 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 210,977211.0k $8.1m $8.1m 0.01% Added +196.7k +196,726
8 Wealthcare Advisory Partners LLC 0.36% of their portfolio WEST CHESTER, PA 203,724203.7k $7.8m $7.8m 0.36% New
9 Cetera Advisors LLC 0.11% of their portfolio DENVER, CO 184,314184.3k $7.1m $7.1m 0.11% Added +133.8k +133,808
10 Foundations Investment Advisors, LLC 0.22% of their portfolio PHOENIX, AZ 182,915182.9k $7.0m $7.0m 0.22% New
11 RiverTree Advisors, LLC 5.10% of their portfolio WINTER PARK, FL 178,768178.8k $6.9m $6.9m 5.10% New
12 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 171,297171.3k $6.6m $6.6m 0.00% Added +130.0k +130,003
13 AIFG Consultants Ltd. 5.25% of their portfolio HALFMOON, NY 165,030165.0k $6.3m $6.3m 5.25% New
14 GDS Wealth Management 0.95% of their portfolio FLOWER MOUND, TX 157,415157.4k $6.0m $6.0m 0.95% Added +85.3k +85,257
15 MILESTONE ASSET MANAGEMENT, LLC 2.04% of their portfolio PITTSBURGH, PA 152,686152.7k $5.8m $5.8m 2.04% New
16 NewEdge Advisors, LLC 0.06% of their portfolio NEW ORLEANS, LA 152,448152.4k $5.8m $5.8m 0.06% Added +131.7k +131,693
17 CreativeOne Wealth, LLC 0.42% of their portfolio OVERLAND PARK, KS 151,376151.4k $5.8m $5.8m 0.42% Added +74.6k +74,638
18 Steward Partners Investment Advisory, LLC 0.07% of their portfolio STAMFORD, CT 126,097126.1k $4.8m $4.8m 0.07% Added +115.1k +115,122
19 Cetera Investment Advisers 0.04% of their portfolio SCHAUMBURG, IL 111,968112.0k $4.3m $4.3m 0.04% Added +60.4k +60,409
20 Brookstone Capital Management 0.09% of their portfolio WHEATON, IL 107,477107.5k $4.1m $4.1m 0.09% Reduced -19.2k -19,154
21 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 105,738105.7k $4.1m $4.1m 0.02% Added +23.9k +23,899
22 STEPHENS INC /AR/ 0.07% of their portfolio LITTLE ROCK, AR 94,50394.5k $3.6m $3.6m 0.07% New
23 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 91,08091.1k $3.5m $3.5m 0.01% Added +49.9k +49,875
24 Main Street Financial Solutions, LLC 0.42% of their portfolio NEWTOWN, PA 78,08678.1k $3.0m $3.0m 0.42% Added +60.6k +60,606
25 Keystone Wealth Services, LLC 1.12% of their portfolio PALM DESERT, CA 76,55776.6k $2.9m $2.9m 1.12% Added +58.4k +58,388
26 Cetera Advisor Networks LLC 0.02% of their portfolio EL SEGUNDO, CA 76,31576.3k $2.9m $2.9m 0.02% Added +57.4k +57,425
27 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 73,41573.4k $2.8m $2.8m 0.00% Added +39.4k +39,356
28 BECK CAPITAL MANAGEMENT, LLC 1.01% of their portfolio AUSTIN, TX 68,00168.0k $2.6m $2.6m 1.01% Reduced -1.2k -1,209
29 HARBOUR INVESTMENTS, INC. 0.13% of their portfolio MADISON, WI 65,39565.4k $2.5m $2.5m 0.13% Added +53.3k +53,288
30 AVANTAX ADVISORY SERVICES, INC. 0.03% of their portfolio DALLAS, TX 62,41662.4k $2.4m $2.4m 0.03% Added +52.9k +52,892
31 OneDigital Investment Advisors LLC 0.05% of their portfolio OVERLAND PARK, KS 60,87760.9k $2.3m $2.3m 0.05% Reduced -7.9k -7,947
32 Opes Wealth Management LLC 0.52% of their portfolio MENLO PARK, CA 48,93548.9k $1.9m $1.9m 0.52% Added +1.2k +1,235
33 Lion Street Advisors, LLC 0.55% of their portfolio Austin, TX 44,32244.3k $1.7m $1.7m 0.55% Added +37.4k +37,431
34 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 44,23344.2k $1.7m $1.7m 0.01% Added +36.0k +36,049
35 SMART Wealth LLC 1.09% of their portfolio Omaha, NE 37,94637.9k $1.5m $1.5m 1.09% Reduced -20.6k -20,577
36 TBH Global Asset Management, LLC 0.26% of their portfolio Brentwood, TN 35,80535.8k $1.4m $1.4m 0.26% Unchanged
37 Sigma Planning Corp 0.05% of their portfolio ANN ARBOR, MI 35,38435.4k $1.4m $1.4m 0.05% New
38 B. Riley Wealth Advisors, Inc. 0.04% of their portfolio MEMPHIS, TN 35,33435.3k $1.4m $1.4m 0.04% New
39 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 33,22033.2k $1.3m $1.3m 0.00% Added +27.2k +27,186
40 1776 Wealth LLC 0.63% of their portfolio ATLANTA, GA 31,21331.2k $1.2m $1.2m 0.63% New
41 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 30,56830.6k $1.2m $1.2m 0.00% New
42 Mariner, LLC 0.00% of their portfolio Overland Park, KS 29,92229.9k $1.1m $1.1m 0.00% Added +18.9k +18,910
43 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 27,80027.8k $1.1m $1.1m 0.01% New
44 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.28% of their portfolio BLUE BELL, PA 27,48627.5k $1.1m $1.1m 0.28% Added +7.7k +7,677
45 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 27,13227.1k $1.0m $1.0m 0.01% Added +15.6k +15,617
46 First Heartland Consultants, Inc. 0.11% of their portfolio LAKE ST. LOUIS, MO 22,51522.5k $863.0k $863.0k 0.11% New
47 Truadvice, LLC 0.34% of their portfolio SARASOTA, FL 22,29322.3k $873.4k $873.4k 0.34% Added +1.8k +1,829
48 Aurora Private Wealth, Inc. 0.90% of their portfolio ROCKAWAY, NJ 21,23121.2k $814.0k $814.0k 0.90% Added +429 +429
49 FLAGSTAR SECURITIES, INC 0.29% of their portfolio New York, NY 19,87919.9k $762.4k $762.4k 0.29% New
50 Strategic Blueprint, LLC 0.07% of their portfolio ATLANTA, GA 19,85919.9k $761.6k $761.6k 0.07% Added +13.9k +13,902
51 Advisor Resource Council 0.49% of their portfolio DALLAS, TX 19,39419.4k $743.8k $743.8k 0.49% New
52 B.O.S.S. Retirement Advisors, LLC 0.14% of their portfolio Lehi, UT 17,09017.1k $655.4k $655.4k 0.14% New
53 Sunbelt Securities, Inc. 0.09% of their portfolio HOUSTON, TX 17,02717.0k $653.0k $653.0k 0.09% Added +2.7k +2,665
54 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 16,76316.8k $643.0k $643.0k 0.00% Reduced -7.6k -7,630
55 Sage Capital Advisors,llc 0.23% of their portfolio SIOUX FALLS, SD 16,67816.7k $639.6k $639.6k 0.23% Added +1.4k +1,405
56 WEDBUSH SECURITIES INC 0.03% of their portfolio PASADENA, CA 15,99816.0k $614.0k $614.0k 0.03% Added +1.9k +1,932
57 KESTRA PRIVATE WEALTH SERVICES, LLC 0.02% of their portfolio AUSTIN, TX 15,83515.8k $607.3k $607.3k 0.02% Added +9.4k +9,440
58 DHJJ Financial Advisors, Ltd. 0.31% of their portfolio NAPERVILLE, IL 15,83515.8k $607.3k $607.3k 0.31% Added +699 +699
59 Tanglewood Legacy Advisors, LLC 0.34% of their portfolio HOUSTON, TX 14,63214.6k $561.1k $561.1k 0.34% Added +8.3k +8,324
60 Cypress Wealth Services, LLC 0.15% of their portfolio PALM DESERT, CA 14,21414.2k $545.1k $545.1k 0.15% Unchanged
61 RFG Advisory, LLC 0.02% of their portfolio BIRMINGHAM, AL 13,35613.4k $512.2k $512.2k 0.02% New
62 FSB PREMIER WEALTH MANAGEMENT, INC. 0.28% of their portfolio WATERLOO, IA 12,93712.9k $496.1k $496.1k 0.28% Reduced -2.4k -2,435
63 Integrity Financial Corp /WA 0.36% of their portfolio JACKSON, WY 12,31612.3k $472.3k $472.3k 0.36% Added +1.2k +1,231
64 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 11,59411.6k $446.4k $446.4k 0.02% Added +891 +891
65 Great Lakes Retirement, Inc. 0.08% of their portfolio SANDUSKY, OH 11,48411.5k $440.4k $440.4k 0.08% New
66 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 11,38711.4k $436.7k $436.7k 0.00% Reduced -56 -56
67 LANARK FINANCIAL, INC. 0.05% of their portfolio BIRMINGHAM, AL 11,15811.2k $427.0k $427.0k 0.05% First filing
68 McKinley Carter Wealth Services, Inc. 0.03% of their portfolio WHEELING, WV 10,88810.9k $417.6k $417.6k 0.03% Added +405 +405
69 SOA Wealth Advisors, LLC. 0.10% of their portfolio NEW YORK, NY 10,76510.8k $412.8k $412.8k 0.10% Added +7.6k +7,646
70 EPG Wealth Management LLC 0.12% of their portfolio ATLANTA, GA 10,72510.7k $411.3k $411.3k 0.12% Added +10.5k +10,500
71 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 9,6179.6k $368.8k $368.8k 0.02% Reduced -1.2k -1,205
72 Outlook Wealth Advisors, LLC 0.13% of their portfolio SHENANDOAH, TX 9,1779.2k $351.9k $351.9k 0.13% Unchanged
73 Beacon Financial Advisory LLC 0.19% of their portfolio CLEVELAND, OH 9,1509.2k $350.9k $350.9k 0.19% Added +3.4k +3,380
74 Semus Wealth Partners LLC 0.32% of their portfolio Boca Raton, FL 9,0169.0k $345.8k $345.8k 0.32% New
75 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 8,7638.8k $336.1k $336.1k 0.00% Unchanged
76 Valtinson Bruner Financial Planning LLC 0.18% of their portfolio NEW BRIGHTON, MN 8,6858.7k $333.1k $333.1k 0.18% Unchanged
77 SageView Advisory Group, LLC 0.02% of their portfolio Newport Beach, CA 8,5128.5k $326.4k $326.4k 0.02% Unchanged
78 AXXCESS WEALTH MANAGEMENT, LLC 0.01% of their portfolio CARLSBAD, CA 8,3728.4k $321.1k $321.1k 0.01% New
79 Capital Asset Advisory Services LLC 0.02% of their portfolio Williamston, MI 8,2048.2k $319.5k $319.5k 0.02% Reduced -461 -461
80 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 8,1108.1k $311.0k $311.0k 0.00% Unchanged
81 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 8,0888.1k $310.2k $310.2k 0.00% New
82 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 8,0888.1k $310.2k $310.2k 0.00% First filing
83 StoneX Group Inc. 0.03% of their portfolio NEW YORK, NY 8,0438.0k $308.5k $308.5k 0.03% Added +1.5k +1,500
84 CENTAURUS FINANCIAL, INC. 0.03% of their portfolio ANAHEIM, CA 8,0098.0k $307.0k $307.0k 0.03% Added +992 +992
85 LINCOLN NATIONAL CORP 0.01% of their portfolio RADNOR, PA 7,0007.0k $268.5k $268.5k 0.01% New
86 BAKER TILLY WEALTH MANAGEMENT, LLC 0.04% of their portfolio MADISON, WI 6,8606.9k $263.1k $263.1k 0.04% Reduced -6.0k -6,000
87 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.03% of their portfolio CEDAR RAPIDS, IA 6,5796.6k $252.3k $252.3k 0.03% New
88 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 6,4286.4k $246.5k $246.5k 0.01% Reduced -917 -917
89 Pitti Group Wealth Management, LLC 0.28% of their portfolio VICTOR, NY 6,3546.4k $243.7k $243.7k 0.28% New
90 Authentikos Wealth Advisory, LLC 0.21% of their portfolio MORGAN HILL, CA 5,7605.8k $220.9k $220.9k 0.21% New
91 TRANSCEND CAPITAL ADVISORS, LLC 0.02% of their portfolio MADISON, NJ 5,7505.8k $220.5k $220.5k 0.02% Unchanged
92 ARBOR CAPITAL MANAGEMENT INC /ADV 0.19% of their portfolio ANCHORAGE, AK 5,7235.7k $218.2k $218.2k 0.19% Reduced -220 -220
93 Fragasso Financial Advisors Inc 0.02% of their portfolio SEWICKLEY, PA 5,6665.7k $217.3k $217.3k 0.02% New
94 Legacy Private Trust Co. 0.02% of their portfolio NEENAH, WI 5,5305.5k $212.1k $212.1k 0.02% Reduced -813 -813
95 GeoWealth Management, LLC 0.02% of their portfolio CHICAGO, IL 4,8294.8k $185.0k $185.0k 0.02% Added +4.0k +3,961
96 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.01% of their portfolio BIRMINGHAM, AL 2,9653.0k $113.7k $113.7k 0.01% Added +1.8k +1,811
97 Castleview Partners, LLC 0.10% of their portfolio DALLAS, TX 2,9503.0k $113.1k $113.1k 0.10% Unchanged
98 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 2,9002.9k $111.2k $111.2k 0.00% Unchanged
99 Glen Eagle Advisors, LLC 0.02% of their portfolio KINGSTON, NJ 2,0002.0k $76.7k $76.7k 0.02% Unchanged
100 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,8001.8k $69.0k $69.0k 0.00% Unchanged