Vault-13

FIRST TR EXCHNG TRADED FD VI FJUL

FT VEST US EQT · ETP · CUSIP 33740U208

129 institutional holders +14 vs Q4 2023
8,119,1998.1m shares reported held*
$360.5mreported value*
25 new 33 added 43 reduced 12 sold out net bought ≈ $45.2m (+1.0m 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 ($671.8k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $44.40.

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 80Q4 22: 80Q1 23: 87Q2 23: 88Q3 23: 111Q4 23: 115Q1 24: 129129Q3 22Q1 23Q3 23Q1 24
Numbers
QuarterHolders
Q3 202280
Q4 202280
Q1 202387
Q2 202388
Q3 2023111
Q4 2023115
Q1 2024129

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 23Q1 24: 58 bought or addedQ1 24: 55 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q4 20223036
Q1 20232839
Q2 20232252
Q3 20237724
Q4 20234751
Q1 20245855

Biggest buyers

WELLS FARGO & COMPANY/MN New +970,130+970.1k
Astor Investment Management LLC New +506,523+506.5k
ENVESTNET ASSET MANAGEMENT INC Added +400,602+400.6k
Atria Investments, Inc New +160,333+160.3k
Cetera Investment Advisers Added +153,428+153.4k
Legacy Capital Group California, Inc. New +95,500+95.5k
Lloyd Advisory Services, LLC. New +61,012+61.0k
JANE STREET GROUP, LLC New +58,881+58.9k
OSAIC HOLDINGS, INC. Added +53,834+53.8k
GeoWealth Management, LLC Added +30,696+30.7k

Biggest sellers

Raymond James Financial Services Advisors, Inc. Reduced -638,863-638.9k
OLD MISSION CAPITAL LLC Sold out -210,461-210.5k
Wealthcare Advisory Partners LLC Sold out -196,593-196.6k
Cetera Advisors LLC Sold out -183,874-183.9k
Cetera Advisor Networks LLC Sold out -107,306-107.3k
AE Wealth Management LLC Reduced -83,893-83.9k
Advisor Resource Council Reduced -44,905-44.9k
CreativeOne Wealth, LLC Reduced -36,572-36.6k
CWM, LLC Reduced -33,333-33.3k
TBH Global Asset Management, LLC Sold out -33,330-33.3k

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 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 970,130970.1k $43.1m $43.1m 0.01% New
2 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 649,743649.7k $28.9m $28.9m 0.01% Added +400.6k +400,602
3 COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio WALTHAM, MA 535,741535.7k $23.8m $23.8m 0.04% Reduced -9.0k -8,951
4 Astor Investment Management LLC 8.94% of their portfolio CHICAGO, IL 506,523506.5k $22.5m $22.5m 8.94% New
5 McCarthy & Cox 6.73% of their portfolio MARYSVILLE, OH 401,129401.1k $17.8m $17.8m 6.73% First filing
6 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 361,426361.4k $16.1m $16.1m 0.04% Added +53.8k +53,834
7 Raymond James Financial Services Advisors, Inc. 0.02% of their portfolio ST. PETERSBURG, FL 351,771351.8k $15.6m $15.6m 0.02% Reduced -638.9k -638,863
8 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 321,658321.7k $14.3m $14.3m 0.01% Reduced -3.9k -3,927
9 CWM, LLC 0.07% of their portfolio OMAHA, NE 300,680300.7k $13.4m $13.4m 0.07% Reduced -33.3k -33,333
10 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 263,747263.7k $11.7m $11.7m 0.03% Added +153.4k +153,428
11 GDS Wealth Management 0.91% of their portfolio FLOWER MOUND, TX 173,874173.9k $7.7m $7.7m 0.91% Added +6.6k +6,642
12 CreativeOne Wealth, LLC 0.30% of their portfolio OVERLAND PARK, KS 170,771170.8k $7.6m $7.6m 0.30% Reduced -36.6k -36,572
13 Atria Investments, Inc 0.10% of their portfolio Charlotte, NC 160,333160.3k $7.1m $7.1m 0.10% New
14 AIFG Consultants Ltd. 4.88% of their portfolio HALFMOON, NY 152,400152.4k $6.8m $6.8m 4.88% Reduced -12.9k -12,861
15 NewEdge Advisors, LLC 0.05% of their portfolio NEW ORLEANS, LA 126,337126.3k $5.6m $5.6m 0.05% Reduced -2.0k -1,957
16 Steward Partners Investment Advisory, LLC 0.06% of their portfolio STAMFORD, CT 125,815125.8k $5.6m $5.6m 0.06% Added +2.0k +2,048
17 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 124,122124.1k $5.5m $5.5m 0.02% Reduced -1.9k -1,860
18 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 101,358101.4k $4.5m $4.5m 0.00% Added +15.2k +15,239
19 MBL Wealth, LLC 0.51% of their portfolio CHARLOTTE, NC 100,744100.7k $4.5m $4.5m 0.51% Added +30.2k +30,200
20 Legacy Capital Group California, Inc. 1.57% of their portfolio LOS GATOS, CA 95,50095.5k $4.2m $4.2m 1.57% New
21 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 90,08790.1k $4.0m $4.0m 0.02% Reduced -25.5k -25,498
22 FSA WEALTH PARTNERS, INC. 0.94% of their portfolio Rockville, MD 85,26585.3k $3.8m $3.8m 0.94% Added +5.6k +5,553
23 STEPHENS INC /AR/ 0.06% of their portfolio LITTLE ROCK, AR 82,71882.7k $3.7m $3.7m 0.06% Reduced -2.4k -2,396
24 Keystone Wealth Services, LLC 1.13% of their portfolio PALM DESERT, CA 77,89277.9k $3.5m $3.5m 1.13% Added +335 +335
25 Main Street Financial Solutions, LLC 0.36% of their portfolio NEWTOWN, PA 76,36676.4k $3.4m $3.4m 0.36% Reduced -1.3k -1,310
26 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 73,43273.4k $3.3m $3.3m 0.02% Added +24.4k +24,444
27 OneDigital Investment Advisors LLC 0.05% of their portfolio OVERLAND PARK, KS 72,28272.3k $3.2m $3.2m 0.05% Added +7.9k +7,932
28 REAP Financial Group, LLC 0.84% of their portfolio AUSTIN, TX 68,95269.0k $3.1m $3.1m 0.84% Reduced -6.8k -6,814
29 BECK CAPITAL MANAGEMENT, LLC 0.78% of their portfolio AUSTIN, TX 61,05261.1k $2.7m $2.7m 0.78% Reduced -2.3k -2,317
30 Lloyd Advisory Services, LLC. 0.58% of their portfolio SUWANEE, GA 61,01261.0k $2.7m $2.7m 0.58% New
31 AVANTAX ADVISORY SERVICES, INC. 0.02% of their portfolio DALLAS, TX 60,10360.1k $2.7m $2.7m 0.02% Reduced -5.8k -5,768
32 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 58,88158.9k $2.6m $2.6m 0.00% New
33 AE Wealth Management LLC 0.03% of their portfolio TOPEKA, KS 56,87356.9k $2.5m $2.5m 0.03% Reduced -83.9k -83,893
34 Opes Wealth Management LLC 0.51% of their portfolio MENLO PARK, CA 49,44549.4k $2.2m $2.2m 0.51% Added +105 +105
35 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 46,37846.4k $2.1m $2.1m 0.01% Reduced -1.4k -1,408
36 Lion Street Advisors, LLC 0.75% of their portfolio Austin, TX 44,32244.3k $1.8m $1.8m 0.75% Unchanged
37 Schulz Wealth, LTD. 1.61% of their portfolio MANSFIELD, TX 42,33342.3k $1.9m $1.9m 1.61% Reduced -1.9k -1,895
38 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 39,54839.5k $1.8m $1.8m 0.01% Reduced -3.3k -3,321
39 HARBOUR INVESTMENTS, INC. 0.06% of their portfolio MADISON, WI 37,40637.4k $1.7m $1.7m 0.06% Reduced -29.6k -29,566
40 GeoWealth Management, LLC 0.06% of their portfolio CHICAGO, IL 35,70835.7k $1.6m $1.6m 0.06% Added +30.7k +30,696
41 B. Riley Wealth Advisors, Inc. 0.04% of their portfolio MEMPHIS, TN 35,33435.3k $1.4m $1.4m 0.04% Added +850 +850
42 Mariner, LLC 0.00% of their portfolio Overland Park, KS 33,09933.1k $1.5m $1.5m 0.00% Added +3.2k +3,222
43 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 33,00633.0k $1.5m $1.5m 0.00% Added +770 +770
44 1776 Wealth LLC 0.67% of their portfolio ATLANTA, GA 31,85131.9k $1.4m $1.4m 0.67% Unchanged
45 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 31,56431.6k $1.4m $1.4m 0.00% Added +30.4k +30,398
46 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 27,76327.8k $1.2m $1.2m 0.00% Added +6.3k +6,342
47 Elevated Capital Advisors, LLC 0.35% of their portfolio SANDY, UT 27,75427.8k $1.2m $1.2m 0.35% New
48 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.26% of their portfolio BLUE BELL, PA 27,08127.1k $1.2m $1.2m 0.26% Reduced -168 -168
49 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 23,03023.0k $1.0m $1.0m 0.00% Added +1.3k +1,294
50 Aurora Private Wealth, Inc. 0.84% of their portfolio ROCKAWAY, NJ 21,99122.0k $977.0k $977.0k 0.84% Reduced -45 -45
51 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 21,56121.6k $958.4k $958.4k 0.01% Added +839 +839
52 Outlook Wealth Advisors, LLC 0.27% of their portfolio SHENANDOAH, TX 19,89019.9k $884.1k $884.1k 0.27% Added +10.7k +10,713
53 HRT FINANCIAL LP 0.01% of their portfolio NEW YORK, NY 19,85419.9k $882.0k $882.0k 0.01% New
54 FLAGSTAR SECURITIES, INC 0.25% of their portfolio New York, NY 19,83219.8k $881.5k $881.5k 0.25% Unchanged
55 Sage Capital Advisors,llc 0.24% of their portfolio SIOUX FALLS, SD 18,86918.9k $838.7k $838.7k 0.24% Reduced -551 -551
56 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 16,10516.1k $715.9k $715.9k 0.00% Added +6.9k +6,897
57 KESTRA PRIVATE WEALTH SERVICES, LLC 0.02% of their portfolio AUSTIN, TX 15,83515.8k $703.9k $703.9k 0.02% Unchanged
58 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 15,33315.3k $681.6k $681.6k 0.00% New
59 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 15,11415.1k $671.8k $671.8k 0.01% Added +14.3k +14,302
60 Sunbelt Securities, Inc. 0.07% of their portfolio HOUSTON, TX 15,01215.0k $667.3k $667.3k 0.07% Reduced -1.1k -1,148
61 Tanglewood Legacy Advisors, LLC 0.32% of their portfolio HOUSTON, TX 14,63214.6k $650.4k $650.4k 0.32% Unchanged
62 TWO SIGMA SECURITIES, LLC 0.03% of their portfolio NEW YORK, NY 14,46714.5k $643.1k $643.1k 0.03% New
63 DHJJ Financial Advisors, Ltd. 0.28% of their portfolio NAPERVILLE, IL 14,23514.2k $632.7k $632.7k 0.28% Reduced -590 -590
64 Cypress Wealth Services, LLC 0.15% of their portfolio PALM DESERT, CA 14,21414.2k $631.8k $631.8k 0.15% Unchanged
65 AXXCESS WEALTH MANAGEMENT, LLC 0.02% of their portfolio CARLSBAD, CA 13,71113.7k $609.5k $609.5k 0.02% New
66 DAVENPORT & Co LLC 0.00% of their portfolio RICHMOND, VA 13,66913.7k $607.6k $607.6k 0.00% New
67 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 13,23813.2k $588.4k $588.4k 0.00% Added +1.9k +1,887
68 FSB PREMIER WEALTH MANAGEMENT, INC. 0.27% of their portfolio WATERLOO, IA 13,02213.0k $578.8k $578.8k 0.27% Added +261 +261
69 Sigma Planning Corp 0.02% of their portfolio ANN ARBOR, MI 12,75412.8k $566.9k $566.9k 0.02% Reduced -1.8k -1,819
70 LM Advisors LLC 0.09% of their portfolio SAN DIEGO, CA 12,00012.0k $533.0k $533.0k 0.09% Unchanged
71 Integrity Financial Corp /WA 0.36% of their portfolio JACKSON, WY 11,88011.9k $528.1k $528.1k 0.36% Reduced -418 -418
72 FOURPATH CAPITAL MANAGEMENT, LLC 0.36% of their portfolio OKLAHOMA CITY, OK 11,83011.8k $525.8k $525.8k 0.36% New
73 McKinley Carter Wealth Services, Inc. 0.03% of their portfolio WHEELING, WV 10,88810.9k $484.0k $484.0k 0.03% Unchanged
74 FWG Investments, LLC. 0.52% of their portfolio LEXINGTON, KY 10,80610.8k $480.3k $480.3k 0.52% Reduced -102 -102
75 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 10,79510.8k $479.8k $479.8k 0.00% Added +1.3k +1,282
76 LANARK FINANCIAL, INC. 0.04% of their portfolio BIRMINGHAM, AL 10,73510.7k $477.0k $477.0k 0.04% Reduced -1.7k -1,733
77 EPG Wealth Management LLC 0.12% of their portfolio ATLANTA, GA 10,72510.7k $476.7k $476.7k 0.12% Unchanged
78 Advisor Resource Council 0.18% of their portfolio DALLAS, TX 10,38310.4k $432.1k $432.1k 0.18% Reduced -44.9k -44,905
79 SOA Wealth Advisors, LLC. 0.09% of their portfolio NEW YORK, NY 10,05010.1k $446.7k $446.7k 0.09% Reduced -715 -715
80 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 9,1989.2k $402.3k $402.3k 0.02% New
81 Beacon Financial Advisory LLC 0.20% of their portfolio CLEVELAND, OH 9,1509.2k $406.7k $406.7k 0.20% Unchanged
82 Raleigh Capital Management Inc. 0.17% of their portfolio CARY, NC 8,8488.8k $393.3k $393.3k 0.17% New
83 StoneX Group Inc. 0.04% of their portfolio NEW YORK, NY 8,7968.8k $391.0k $391.0k 0.04% Added +153 +153
84 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 8,7638.8k $389.5k $389.5k 0.00% Unchanged
85 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 8,1968.2k $364.3k $364.3k 0.02% Reduced -92 -92
86 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 8,1108.1k $360.5k $360.5k 0.00% Unchanged
87 Strategic Blueprint, LLC 0.03% of their portfolio ATLANTA, GA 7,9227.9k $352.1k $352.1k 0.03% Added +1.4k +1,429
88 CoreCap Advisors, LLC 0.02% of their portfolio SOUTHFIELD, MI 7,8027.8k $346.8k $346.8k 0.02% Added +2.9k +2,873
89 CENTAURUS FINANCIAL, INC. 0.02% of their portfolio ANAHEIM, CA 7,6997.7k $342.0k $342.0k 0.02% Reduced -123 -123
90 LINCOLN NATIONAL CORP 0.01% of their portfolio RADNOR, PA 7,6007.6k $337.8k $337.8k 0.01% Reduced -500 -500
91 BAKER TILLY WEALTH MANAGEMENT, LLC 0.06% of their portfolio MADISON, WI 6,8606.9k $304.9k $304.9k 0.06% Unchanged
92 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.02% of their portfolio CEDAR RAPIDS, IA 6,5546.6k $291.3k $291.3k 0.02% Reduced -5 -5
93 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 6,1986.2k $275.5k $275.5k 0.01% Unchanged
94 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 6,0366.0k $268.0k $268.0k 0.01% Reduced -8.3k -8,350
95 ACT Advisors, LLC. 0.14% of their portfolio ASHEVILLE, NC 5,8605.9k $260.5k $260.5k 0.14% Unchanged
96 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 5,7205.7k $254.3k $254.3k 0.01% Reduced -7.4k -7,430
97 ARBOR CAPITAL MANAGEMENT INC /ADV 0.24% of their portfolio ANCHORAGE, AK 5,7095.7k $254.2k $254.2k 0.24% Reduced -14 -14
98 Fragasso Financial Advisors Inc 0.02% of their portfolio SEWICKLEY, PA 5,6665.7k $251.9k $251.9k 0.02% Unchanged
99 Aptus Capital Advisors, LLC 0.01% of their portfolio FAIRHOPE, AL 5,6125.6k $249.5k $249.5k 0.01% Added +2.7k +2,712
100 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 5,4005.4k $240.0k $240.0k 0.00% Added +1.8k +1,800