Vault-13

FIRST TR EXCHNG TRADED FD VI FJUL

FT VEST US EQT · ETP · CUSIP 33740U208

115 institutional holders +4 vs Q3 2023
6,715,3076.7m shares reported held*
$279.7mreported value*
14 new 33 added 35 reduced 16 sold out net bought ≈ $1.6m (+37.8k 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 ≈ $41.66.

Trends to Q4 2023

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 80Q4 22: 80Q1 23: 87Q2 23: 88Q3 23: 111Q4 23: 115115Q3 22Q4 22Q1 23Q2 23Q3 23Q4 23
Numbers
QuarterHolders
Q3 202280
Q4 202280
Q1 202387
Q2 202388
Q3 2023111
Q4 2023115

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 23Q4 23: 47 bought or addedQ4 23: 51 cut or sold outQ4 23
Numbers
QuarterBought or addedCut or sold out
Q4 20223036
Q1 20232839
Q2 20232252
Q3 20237724
Q4 20234751

Biggest buyers

Raymond James Financial Services Advisors, Inc. Added +634,479+634.5k
OLD MISSION CAPITAL LLC New +210,461+210.5k
RAYMOND JAMES & ASSOCIATES Added +114,608+114.6k
FSA WEALTH PARTNERS, INC. New +79,712+79.7k
ENVESTNET ASSET MANAGEMENT INC Added +77,844+77.8k
MBL Wealth, LLC New +70,544+70.5k
CreativeOne Wealth, LLC Added +55,967+56.0k
Advisor Resource Council Added +35,894+35.9k
CAPTRUST FINANCIAL ADVISORS Added +34,902+34.9k
Cetera Advisor Networks LLC Added +30,991+31.0k

Biggest sellers

AE Wealth Management LLC Reduced -309,212-309.2k
OGOREK ANTHONY JOSEPH /NY/ /ADV Reduced -260,910-260.9k
RiverTree Advisors, LLC Sold out -178,768-178.8k
Foundations Investment Advisors, LLC Reduced -154,174-154.2k
MILESTONE ASSET MANAGEMENT, LLC Sold out -152,686-152.7k
Brookstone Capital Management Sold out -107,477-107.5k
OSAIC HOLDINGS, INC. Reduced -77,201-77.2k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -40,804-40.8k
SMART Wealth LLC Sold out -37,946-37.9k
JANE STREET GROUP, LLC Sold out -30,568-30.6k

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 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Raymond James Financial Services Advisors, Inc. 0.07% of their portfolio ST. PETERSBURG, FL 990,634990.6k $41.2m $41.2m 0.07% Added +634.5k +634,479
2 COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio WALTHAM, MA 544,692544.7k $22.7m $22.7m 0.04% Reduced -40.8k -40,804
3 CWM, LLC 0.07% of their portfolio OMAHA, NE 334,013334.0k $13.9m $13.9m 0.07% Added +18.8k +18,796
4 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 325,585325.6k $13.6m $13.6m 0.01% Added +114.6k +114,608
5 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 307,592307.6k $12.8m $12.8m 0.02% Reduced -77.2k -77,201
6 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 249,141249.1k $10.4m $10.4m 0.00% Added +77.8k +77,844
7 OLD MISSION CAPITAL LLC 0.25% of their portfolio CHICAGO, IL 210,461210.5k $8.8m $8.8m 0.25% New
8 CreativeOne Wealth, LLC 0.55% of their portfolio OVERLAND PARK, KS 207,343207.3k $8.6m $8.6m 0.55% Added +56.0k +55,967
9 Wealthcare Advisory Partners LLC 0.33% of their portfolio WEST CHESTER, PA 196,593196.6k $8.2m $8.2m 0.33% Reduced -7.1k -7,131
10 Cetera Advisors LLC 0.11% of their portfolio DENVER, CO 183,874183.9k $7.7m $7.7m 0.11% Reduced -440 -440
11 GDS Wealth Management 0.94% of their portfolio FLOWER MOUND, TX 167,232167.2k $7.0m $7.0m 0.94% Added +9.8k +9,817
12 AIFG Consultants Ltd. 5.23% of their portfolio HALFMOON, NY 165,261165.3k $6.9m $6.9m 5.23% Added +231 +231
13 AE Wealth Management LLC 0.03% of their portfolio TOPEKA, KS 140,766140.8k $6.0m $6.0m 0.03% Reduced -309.2k -309,212
14 NewEdge Advisors, LLC 0.05% of their portfolio NEW ORLEANS, LA 128,294128.3k $5.4m $5.4m 0.05% Reduced -24.2k -24,154
15 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 125,982126.0k $5.2m $5.2m 0.02% Added +34.9k +34,902
16 Steward Partners Investment Advisory, LLC 0.07% of their portfolio STAMFORD, CT 123,767123.8k $5.2m $5.2m 0.07% Reduced -2.3k -2,330
17 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 115,585115.6k $4.8m $4.8m 0.02% Added +9.8k +9,847
18 Cetera Investment Advisers 0.04% of their portfolio SCHAUMBURG, IL 110,319110.3k $4.6m $4.6m 0.04% Reduced -1.6k -1,649
19 Cetera Advisor Networks LLC 0.02% of their portfolio EL SEGUNDO, CA 107,306107.3k $4.5m $4.5m 0.02% Added +31.0k +30,991
20 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 86,11986.1k $3.6m $3.6m 0.00% Added +12.7k +12,704
21 STEPHENS INC /AR/ 0.06% of their portfolio LITTLE ROCK, AR 85,11485.1k $3.5m $3.5m 0.06% Reduced -9.4k -9,389
22 FSA WEALTH PARTNERS, INC. 0.95% of their portfolio Rockville, MD 79,71279.7k $3.3m $3.3m 0.95% New
23 Main Street Financial Solutions, LLC 0.42% of their portfolio NEWTOWN, PA 77,67677.7k $3.2m $3.2m 0.42% Reduced -410 -410
24 Keystone Wealth Services, LLC 1.11% of their portfolio PALM DESERT, CA 77,55777.6k $3.2m $3.2m 1.11% Added +1.0k +1,000
25 REAP Financial Group, LLC 0.92% of their portfolio AUSTIN, TX 75,76675.8k $3.2m $3.2m 0.92% First filing
26 MBL Wealth, LLC 0.37% of their portfolio CHARLOTTE, NC 70,54470.5k $2.9m $2.9m 0.37% New
27 HARBOUR INVESTMENTS, INC. 0.12% of their portfolio MADISON, WI 66,97267.0k $2.8m $2.8m 0.12% Added +1.6k +1,577
28 AVANTAX ADVISORY SERVICES, INC. 0.03% of their portfolio DALLAS, TX 65,87165.9k $2.7m $2.7m 0.03% Added +3.5k +3,455
29 OneDigital Investment Advisors LLC 0.05% of their portfolio OVERLAND PARK, KS 64,35064.3k $2.7m $2.7m 0.05% Added +3.5k +3,473
30 BECK CAPITAL MANAGEMENT, LLC 0.90% of their portfolio AUSTIN, TX 63,36963.4k $2.6m $2.6m 0.90% Reduced -4.6k -4,632
31 Advisor Resource Council 0.27% of their portfolio DALLAS, TX 55,28855.3k $2.3m $2.3m 0.27% Added +35.9k +35,894
32 Opes Wealth Management LLC 0.49% of their portfolio MENLO PARK, CA 49,34049.3k $2.1m $2.1m 0.49% Added +405 +405
33 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 48,98849.0k $2.0m $2.0m 0.02% Added +21.9k +21,856
34 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 47,78647.8k $2.0m $2.0m 0.01% Added +3.6k +3,553
35 Lion Street Advisors, LLC 0.76% of their portfolio Austin, TX 44,32244.3k $1.8m $1.8m 0.76% Unchanged
36 Schulz Wealth, LTD. 1.76% of their portfolio MANSFIELD, TX 44,22844.2k $1.8m $1.8m 1.76% First filing
37 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 42,86942.9k $1.8m $1.8m 0.01% Added +15.1k +15,069
38 B. Riley Wealth Advisors, Inc. 0.04% of their portfolio MEMPHIS, TN 34,48434.5k $1.4m $1.4m 0.04% Reduced -850 -850
39 TBH Global Asset Management, LLC 0.28% of their portfolio Brentwood, TN 33,33033.3k $1.4m $1.4m 0.28% Reduced -2.5k -2,475
40 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 32,23632.2k $1.3m $1.3m 0.00% Reduced -984 -984
41 1776 Wealth LLC 0.66% of their portfolio ATLANTA, GA 31,85131.9k $1.3m $1.3m 0.66% Added +638 +638
42 Mariner, LLC 0.00% of their portfolio Overland Park, KS 29,87729.9k $1.2m $1.2m 0.00% Reduced -45 -45
43 Foundations Investment Advisors, LLC 0.03% of their portfolio PHOENIX, AZ 28,74128.7k $1.2m $1.2m 0.03% Reduced -154.2k -154,174
44 MGO ONE SEVEN LLC 0.07% of their portfolio Beachwood, OH 28,54328.5k $1.2m $1.2m 0.07% New
45 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.27% of their portfolio BLUE BELL, PA 27,24927.2k $1.1m $1.1m 0.27% Reduced -237 -237
46 Aurora Private Wealth, Inc. 0.86% of their portfolio ROCKAWAY, NJ 22,03622.0k $917.0k $917.0k 0.86% Added +805 +805
47 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 21,73621.7k $904.7k $904.7k 0.00% New
48 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 21,42121.4k $891.0k $891.0k 0.00% Added +4.7k +4,658
49 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 20,72220.7k $862.5k $862.5k 0.01% Added +12.6k +12,634
50 FLAGSTAR SECURITIES, INC 0.26% of their portfolio New York, NY 19,83219.8k $825.4k $825.4k 0.26% Reduced -47 -47
51 Sage Capital Advisors,llc 0.26% of their portfolio SIOUX FALLS, SD 19,42019.4k $808.3k $808.3k 0.26% Added +2.7k +2,742
52 First Heartland Consultants, Inc. 0.09% of their portfolio LAKE ST. LOUIS, MO 16,94316.9k $705.0k $705.0k 0.09% Reduced -5.6k -5,572
53 Sunbelt Securities, Inc. 0.08% of their portfolio HOUSTON, TX 16,16016.2k $672.6k $672.6k 0.08% Reduced -867 -867
54 KESTRA PRIVATE WEALTH SERVICES, LLC 0.02% of their portfolio AUSTIN, TX 15,83515.8k $659.1k $659.1k 0.02% Unchanged
55 DHJJ Financial Advisors, Ltd. 0.29% of their portfolio NAPERVILLE, IL 14,82514.8k $617.0k $617.0k 0.29% Reduced -1.0k -1,010
56 Tanglewood Legacy Advisors, LLC 0.33% of their portfolio HOUSTON, TX 14,63214.6k $609.0k $609.0k 0.33% Unchanged
57 Sigma Planning Corp 0.05% of their portfolio ANN ARBOR, MI 14,57314.6k $606.5k $606.5k 0.05% Reduced -20.8k -20,811
58 WEDBUSH SECURITIES INC 0.03% of their portfolio PASADENA, CA 14,38614.4k $599.0k $599.0k 0.03% Reduced -1.6k -1,612
59 Cypress Wealth Services, LLC 0.15% of their portfolio PALM DESERT, CA 14,21414.2k $591.6k $591.6k 0.15% Unchanged
60 RFG Advisory, LLC 0.02% of their portfolio BIRMINGHAM, AL 13,15013.2k $547.3k $547.3k 0.02% Reduced -206 -206
61 FSB PREMIER WEALTH MANAGEMENT, INC. 0.27% of their portfolio WATERLOO, IA 12,76112.8k $531.1k $531.1k 0.27% Reduced -176 -176
62 LANARK FINANCIAL, INC. 0.05% of their portfolio BIRMINGHAM, AL 12,46812.5k $518.0k $518.0k 0.05% Added +1.3k +1,310
63 Integrity Financial Corp /WA 0.37% of their portfolio JACKSON, WY 12,29812.3k $511.8k $511.8k 0.37% Reduced -18 -18
64 LM Advisors LLC 0.10% of their portfolio SAN DIEGO, CA 12,00012.0k $499.4k $499.4k 0.10% First filing
65 Valtinson Bruner Financial Planning LLC 0.25% of their portfolio NEW BRIGHTON, MN 11,71111.7k $487.4k $487.4k 0.25% Added +3.0k +3,026
66 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 11,35111.4k $472.4k $472.4k 0.00% Reduced -36 -36
67 FWG Investments, LLC. 0.56% of their portfolio LEXINGTON, KY 10,90810.9k $454.0k $454.0k 0.56% First filing
68 McKinley Carter Wealth Services, Inc. 0.03% of their portfolio WHEELING, WV 10,88810.9k $453.2k $453.2k 0.03% Unchanged
69 SOA Wealth Advisors, LLC. 0.10% of their portfolio NEW YORK, NY 10,76510.8k $448.0k $448.0k 0.10% Unchanged
70 EPG Wealth Management LLC 0.12% of their portfolio ATLANTA, GA 10,72510.7k $458.6k $458.6k 0.12% Unchanged
71 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 9,5139.5k $395.9k $395.9k 0.00% Added +1.4k +1,425
72 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 9,2089.2k $383.2k $383.2k 0.00% New
73 Outlook Wealth Advisors, LLC 0.13% of their portfolio SHENANDOAH, TX 9,1779.2k $381.9k $381.9k 0.13% Unchanged
74 Beacon Financial Advisory LLC 0.18% of their portfolio CLEVELAND, OH 9,1509.2k $380.8k $380.8k 0.18% Unchanged
75 Semus Wealth Partners LLC 0.31% of their portfolio Boca Raton, FL 9,0169.0k $375.2k $375.2k 0.31% Unchanged
76 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 8,7638.8k $364.7k $364.7k 0.00% Unchanged
77 StoneX Group Inc. 0.04% of their portfolio NEW YORK, NY 8,6438.6k $359.7k $359.7k 0.04% Added +600 +600
78 SageView Advisory Group, LLC 0.02% of their portfolio Newport Beach, CA 8,5128.5k $362.4k $362.4k 0.02% Unchanged
79 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 8,2888.3k $344.9k $344.9k 0.02% Reduced -1.3k -1,329
80 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 8,1108.1k $337.5k $337.5k 0.00% Unchanged
81 LINCOLN NATIONAL CORP 0.01% of their portfolio RADNOR, PA 8,1008.1k $337.1k $337.1k 0.01% Added +1.1k +1,100
82 CENTAURUS FINANCIAL, INC. 0.02% of their portfolio ANAHEIM, CA 7,8227.8k $326.0k $326.0k 0.02% Reduced -187 -187
83 BAKER TILLY WEALTH MANAGEMENT, LLC 0.05% of their portfolio MADISON, WI 6,8606.9k $285.5k $285.5k 0.05% Unchanged
84 OGOREK ANTHONY JOSEPH /NY/ /ADV 0.10% of their portfolio WILLIAMSVILLE, NY 6,7076.7k $279.0k $279.0k 0.10% Reduced -260.9k -260,910
85 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.03% of their portfolio CEDAR RAPIDS, IA 6,5596.6k $273.0k $273.0k 0.03% Reduced -20 -20
86 Strategic Blueprint, LLC 0.02% of their portfolio ATLANTA, GA 6,4936.5k $270.2k $270.2k 0.02% Reduced -13.4k -13,366
87 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 6,1986.2k $258.0k $258.0k 0.01% Reduced -230 -230
88 ACT Advisors, LLC. 0.14% of their portfolio ASHEVILLE, NC 5,8605.9k $243.9k $243.9k 0.14% New
89 TRANSCEND CAPITAL ADVISORS, LLC 0.02% of their portfolio MADISON, NJ 5,7505.8k $239.3k $239.3k 0.02% Unchanged
90 ARBOR CAPITAL MANAGEMENT INC /ADV 0.18% of their portfolio ANCHORAGE, AK 5,7235.7k $235.8k $235.8k 0.18% Unchanged
91 Savvy Advisors, Inc. 0.23% of their portfolio NEW YORK, NY 5,7155.7k $237.9k $237.9k 0.23% First filing
92 Fragasso Financial Advisors Inc 0.02% of their portfolio SEWICKLEY, PA 5,6665.7k $235.8k $235.8k 0.02% Unchanged
93 GeoWealth Management, LLC 0.02% of their portfolio CHICAGO, IL 5,0125.0k $209.0k $209.0k 0.02% Added +183 +183
94 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 4,9605.0k $206.4k $206.4k 0.01% New
95 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 4,9294.9k $205.1k $205.1k 0.01% New
96 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 3,6003.6k $149.8k $149.8k 0.00% Added +1.8k +1,800
97 BENJAMIN EDWARDS INC 0.03% of their portfolio Clayton, MO 3,0503.0k $127.0k $127.0k 0.03% New
98 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.01% of their portfolio BIRMINGHAM, AL 2,9653.0k $123.4k $123.4k 0.01% Unchanged
99 Castleview Partners, LLC 0.09% of their portfolio DALLAS, TX 2,9503.0k $122.8k $122.8k 0.09% Unchanged
100 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 2,9002.9k $120.7k $120.7k 0.00% Unchanged