Vault-13

FIRST TR EXCHNG TRADED FD VI FJUL

FT VEST US EQT · ETP · CUSIP 33740U208

113 institutional holders -16 vs Q1 2024
4,793,7984.8m shares reported held*
$221.0mreported value*
7 new 11 added 64 reduced 24 sold out net sold ≈ $154.4m (-3.4m 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 ≈ $46.10.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 80Q4 22: 80Q1 23: 87Q2 23: 88Q3 23: 111Q4 23: 115Q1 24: 129Q2 24: 113113Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 202280
Q4 202280
Q1 202387
Q2 202388
Q3 2023111
Q4 2023115
Q1 2024129
Q2 2024113

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 outQ2 23: 22 bought or addedQ2 23: 52 cut or sold outQ2 23Q3 23: 77 bought or addedQ3 23: 24 cut or sold outQ4 23: 47 bought or addedQ4 23: 51 cut or sold outQ4 23Q1 24: 58 bought or addedQ1 24: 55 cut or sold outQ2 24: 18 bought or addedQ2 24: 88 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 20223036
Q1 20232839
Q2 20232252
Q3 20237724
Q4 20234751
Q1 20245855
Q2 20241888

Biggest buyers

FSA WEALTH PARTNERS, INC. Added +256,083+256.1k
ASSETMARK, INC New +22,362+22.4k
OLD MISSION CAPITAL LLC New +13,940+13.9k
UBS Group AG Added +13,551+13.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +11,389+11.4k
GDS Wealth Management Added +6,597+6.6k
WOLVERINE TRADING, LLC New +6,370+6.4k
TFB Advisors LLC New +5,605+5.6k
SMART Wealth LLC Added +4,755+4.8k
MBL Wealth, LLC Added +2,880+2.9k

Biggest sellers

WELLS FARGO & COMPANY/MN Sold out -970,130-970.1k
ENVESTNET ASSET MANAGEMENT INC Reduced -547,323-547.3k
Astor Investment Management LLC Sold out -506,523-506.5k
OSAIC HOLDINGS, INC. Reduced -208,885-208.9k
Atria Investments, Inc Sold out -160,333-160.3k
CreativeOne Wealth, LLC Reduced -153,177-153.2k
Cetera Investment Advisers Reduced -131,385-131.4k
NewEdge Advisors, LLC Reduced -112,407-112.4k
Legacy Capital Group California, Inc. Sold out -95,500-95.5k
CWM, LLC Reduced -78,452-78.5k

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 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio WALTHAM, MA 528,745528.7k $24.4m $24.4m 0.04% Reduced -7.0k -6,996
2 McCarthy & Cox 7.04% of their portfolio MARYSVILLE, OH 398,062398.1k $18.3m $18.3m 7.04% Reduced -3.1k -3,067
3 FSA WEALTH PARTNERS, INC. 4.31% of their portfolio Rockville, MD 341,348341.3k $15.7m $15.7m 4.31% Added +256.1k +256,083
4 Raymond James Financial Services Advisors, Inc. 0.02% of their portfolio ST. PETERSBURG, FL 298,368298.4k $13.7m $13.7m 0.02% Reduced -53.4k -53,403
5 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 275,592275.6k $12.7m $12.7m 0.01% Reduced -46.1k -46,066
6 CWM, LLC 0.05% of their portfolio OMAHA, NE 222,228222.2k $10.2m $10.2m 0.05% Reduced -78.5k -78,452
7 GDS Wealth Management 0.91% of their portfolio FLOWER MOUND, TX 180,471180.5k $8.3m $8.3m 0.91% Added +6.6k +6,597
8 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 152,541152.5k $7.0m $7.0m 0.02% Reduced -208.9k -208,885
9 AIFG Consultants Ltd. 4.92% of their portfolio HALFMOON, NY 143,803143.8k $6.6m $6.6m 4.92% Reduced -8.6k -8,597
10 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 132,362132.4k $6.1m $6.1m 0.01% Reduced -131.4k -131,385
11 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 124,122124.1k $5.7m $5.7m 0.02% Unchanged
12 Steward Partners Investment Advisory, LLC 0.06% of their portfolio STAMFORD, CT 115,401115.4k $5.3m $5.3m 0.06% Reduced -10.4k -10,414
13 MBL Wealth, LLC 0.53% of their portfolio CHARLOTTE, NC 103,624103.6k $4.8m $4.8m 0.53% Added +2.9k +2,880
14 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 102,420102.4k $4.7m $4.7m 0.00% Reduced -547.3k -547,323
15 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 95,82595.8k $4.4m $4.4m 0.00% Reduced -5.5k -5,533
16 STEPHENS INC /AR/ 0.06% of their portfolio LITTLE ROCK, AR 82,43182.4k $3.8m $3.8m 0.06% Reduced -287 -287
17 Keystone Wealth Services, LLC 1.08% of their portfolio PALM DESERT, CA 75,39275.4k $3.5m $3.5m 1.08% Reduced -2.5k -2,500
18 Main Street Financial Solutions, LLC 0.32% of their portfolio NEWTOWN, PA 74,46674.5k $3.4m $3.4m 0.32% Reduced -1.9k -1,900
19 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 70,13070.1k $3.2m $3.2m 0.01% Reduced -20.0k -19,957
20 OneDigital Investment Advisors LLC 0.04% of their portfolio OVERLAND PARK, KS 67,58067.6k $3.1m $3.1m 0.04% Reduced -4.7k -4,702
21 REAP Financial Group, LLC 0.82% of their portfolio AUSTIN, TX 66,12666.1k $3.0m $3.0m 0.82% Reduced -2.8k -2,826
22 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 63,03563.0k $2.9m $2.9m 0.02% Reduced -10.4k -10,397
23 BECK CAPITAL MANAGEMENT, LLC 0.75% of their portfolio AUSTIN, TX 59,10859.1k $2.7m $2.7m 0.75% Reduced -1.9k -1,944
24 Opes Wealth Management LLC 0.47% of their portfolio MENLO PARK, CA 49,28049.3k $2.3m $2.3m 0.47% Reduced -165 -165
25 AVANTAX ADVISORY SERVICES, INC. 0.02% of their portfolio DALLAS, TX 47,16547.2k $2.2m $2.2m 0.02% Reduced -12.9k -12,938
26 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 45,28345.3k $2.1m $2.1m 0.01% Reduced -1.1k -1,095
27 Schulz Wealth, LTD. 1.60% of their portfolio MANSFIELD, TX 41,08341.1k $1.9m $1.9m 1.60% Reduced -1.2k -1,250
28 Lion Street Advisors, LLC 0.66% of their portfolio Austin, TX 38,99939.0k $1.8m $1.8m 0.66% Reduced -5.3k -5,323
29 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 34,41934.4k $1.6m $1.6m 0.00% Added +11.4k +11,389
30 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 33,05033.0k $1.5m $1.5m 0.01% Reduced -6.5k -6,498
31 1776 Wealth LLC 0.66% of their portfolio ATLANTA, GA 31,85131.9k $1.5m $1.5m 0.66% Unchanged
32 Mariner, LLC 0.00% of their portfolio Overland Park, KS 27,03527.0k $1.2m $1.2m 0.00% Reduced -6.1k -6,064
33 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.25% of their portfolio BLUE BELL, PA 26,34326.3k $1.2m $1.2m 0.25% Reduced -738 -738
34 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 25,50625.5k $1.2m $1.2m 0.00% Reduced -7.5k -7,500
35 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 22,36222.4k $1.0m $1.0m 0.00% New
36 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 18,18118.2k $837.4k $837.4k 0.01% Reduced -3.4k -3,380
37 FLAGSTAR SECURITIES, INC 0.22% of their portfolio New York, NY 17,70317.7k $815.4k $815.4k 0.22% Reduced -2.1k -2,129
38 CreativeOne Wealth, LLC 0.04% of their portfolio OVERLAND PARK, KS 17,59417.6k $810.0k $810.0k 0.04% Reduced -153.2k -153,177
39 WEALTHGARDEN F.S. LLC 0.84% of their portfolio EL SEGUNDO, CA 17,36217.4k $799.7k $799.7k 0.84% First filing
40 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 17,27417.3k $796.0k $796.0k 0.00% Reduced -10.5k -10,489
41 HARBOUR INVESTMENTS, INC. 0.03% of their portfolio MADISON, WI 16,79416.8k $773.5k $773.5k 0.03% Reduced -20.6k -20,612
42 Aurora Private Wealth, Inc. 0.68% of their portfolio ROCKAWAY, NJ 16,78616.8k $773.0k $773.0k 0.68% Reduced -5.2k -5,205
43 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 15,86515.9k $730.8k $730.8k 0.01% Reduced -41.0k -41,008
44 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 15,83515.8k $729.4k $729.4k 0.01% Unchanged
45 UBS Group AG 0.00% of their portfolio ZURICH, V8 15,08415.1k $694.8k $694.8k 0.00% Added +13.6k +13,551
46 Sunbelt Securities, Inc. 0.07% of their portfolio HOUSTON, TX 15,01215.0k $691.5k $691.5k 0.07% Unchanged
47 Cypress Wealth Services, LLC 0.15% of their portfolio PALM DESERT, CA 14,21414.2k $654.7k $654.7k 0.15% Unchanged
48 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 13,94013.9k $642.1k $642.1k 0.02% New
49 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 13,93013.9k $641.6k $641.6k 0.00% Reduced -112.4k -112,407
50 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 13,68013.7k $630.1k $630.1k 0.00% Reduced -45.2k -45,201
51 Sage Capital Advisors,llc 0.17% of their portfolio SIOUX FALLS, SD 13,17813.2k $607.0k $607.0k 0.17% Reduced -5.7k -5,691
52 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 12,31812.3k $567.4k $567.4k 0.00% Reduced -920 -920
53 Integrity Financial Corp /WA 0.35% of their portfolio JACKSON, WY 12,09612.1k $557.1k $557.1k 0.35% Added +216 +216
54 LM Advisors LLC 0.02% of their portfolio SAN DIEGO, CA 12,00012.0k $553.0k $553.0k 0.02% Unchanged
55 DHJJ Financial Advisors, Ltd. 0.23% of their portfolio NAPERVILLE, IL 11,71511.7k $539.6k $539.6k 0.23% Reduced -2.5k -2,520
56 McKinley Carter Wealth Services, Inc. 0.03% of their portfolio WHEELING, WV 10,88810.9k $501.5k $501.5k 0.03% Unchanged
57 Tanglewood Legacy Advisors, LLC 0.23% of their portfolio HOUSTON, TX 10,78210.8k $496.6k $496.6k 0.23% Reduced -3.9k -3,850
58 LANARK FINANCIAL, INC. 0.04% of their portfolio BIRMINGHAM, AL 10,73510.7k $494.0k $494.0k 0.04% Unchanged
59 SOA Wealth Advisors, LLC. 0.09% of their portfolio NEW YORK, NY 10,05010.1k $462.9k $462.9k 0.09% Unchanged
60 SMART Wealth LLC 0.18% of their portfolio Omaha, NE 9,9019.9k $456.0k $456.0k 0.18% Added +4.8k +4,755
61 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 9,7009.7k $446.8k $446.8k 0.02% Added +502 +502
62 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 9,4449.4k $435.0k $435.0k 0.02% Added +1.2k +1,248
63 FWG Investments, LLC. 0.43% of their portfolio LEXINGTON, KY 9,2449.2k $425.8k $425.8k 0.43% Reduced -1.6k -1,562
64 Outlook Wealth Advisors, LLC 0.12% of their portfolio SHENANDOAH, TX 9,1779.2k $381.2k $381.2k 0.12% Reduced -10.7k -10,713
65 Beacon Financial Advisory LLC 0.16% of their portfolio CLEVELAND, OH 9,1509.2k $421.4k $421.4k 0.16% Unchanged
66 CoreCap Advisors, LLC 0.04% of their portfolio SOUTHFIELD, MI 8,8218.8k $406.3k $406.3k 0.04% Added +1.0k +1,019
67 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 8,7638.8k $403.6k $403.6k 0.00% Unchanged
68 StoneX Group Inc. 0.03% of their portfolio NEW YORK, NY 8,7038.7k $400.9k $400.9k 0.03% Reduced -93 -93
69 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 8,6958.7k $400.0k $400.0k 0.00% Reduced -11.2k -11,159
70 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 8,1108.1k $373.5k $373.5k 0.00% Unchanged
71 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 7,8117.8k $360.6k $360.6k 0.01% Added +1.6k +1,613
72 CENTAURUS FINANCIAL, INC. 0.02% of their portfolio ANAHEIM, CA 7,6997.7k $355.0k $355.0k 0.02% Unchanged
73 FSB PREMIER WEALTH MANAGEMENT, INC. 0.16% of their portfolio WATERLOO, IA 7,5707.6k $348.7k $348.7k 0.16% Reduced -5.5k -5,452
74 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 7,3507.3k $338.5k $338.5k 0.01% Reduced -28.0k -27,984
75 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.02% of their portfolio CEDAR RAPIDS, IA 6,5536.6k $301.8k $301.8k 0.02% Reduced -1 -1
76 BAKER TILLY WEALTH MANAGEMENT, LLC 0.12% of their portfolio MADISON, WI 6,4606.5k $297.5k $297.5k 0.12% Reduced -400 -400
77 Strategic Blueprint, LLC 0.02% of their portfolio ATLANTA, GA 6,4416.4k $296.7k $296.7k 0.02% Reduced -1.5k -1,481
78 WOLVERINE TRADING, LLC 0.00% of their portfolio CHICAGO, IL 6,3706.4k $293.4k $293.4k 0.00% New
79 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 6,1456.1k $283.0k $283.0k 0.00% Reduced -4.7k -4,650
80 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 5,9886.0k $275.8k $275.8k 0.00% Reduced -10.1k -10,117
81 ARBOR CAPITAL MANAGEMENT INC /ADV 0.24% of their portfolio ANCHORAGE, AK 5,7095.7k $263.2k $263.2k 0.24% Unchanged
82 Fragasso Financial Advisors Inc 0.02% of their portfolio SEWICKLEY, PA 5,6665.7k $261.0k $261.0k 0.02% Unchanged
83 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 5,6205.6k $258.9k $258.9k 0.01% Reduced -100 -100
84 TFB Advisors LLC 0.08% of their portfolio OVERLAND PARK, KS 5,6055.6k $258.2k $258.2k 0.08% New
85 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 5,6005.6k $257.9k $257.9k 0.00% Reduced -12 -12
86 Valtinson Bruner Financial Planning LLC 0.10% of their portfolio NEW BRIGHTON, MN 5,3105.3k $244.6k $244.6k 0.10% Unchanged
87 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 4,9505.0k $228.0k $228.0k 0.01% Reduced -20 -20
88 First Heartland Consultants, Inc. 0.02% of their portfolio LAKE ST. LOUIS, MO 4,8304.8k $222.0k $222.0k 0.02% Reduced -491 -491
89 SeaCrest Wealth Management, LLC 0.03% of their portfolio PURCHASE, NY 4,8144.8k $221.7k $221.7k 0.03% Unchanged
90 TRANSCEND CAPITAL ADVISORS, LLC 0.02% of their portfolio MADISON, NJ 4,7004.7k $216.5k $216.5k 0.02% Unchanged
91 Diligent Investors, LLC 0.05% of their portfolio REDLANDS, CA 4,5754.6k $210.7k $210.7k 0.05% Unchanged
92 OGOREK ANTHONY JOSEPH /NY/ /ADV 0.06% of their portfolio WILLIAMSVILLE, NY 4,0704.1k $187.0k $187.0k 0.06% Reduced -131 -131
93 Castleview Partners, LLC 0.08% of their portfolio DALLAS, TX 2,9503.0k $135.9k $135.9k 0.08% Unchanged
94 Financial Network Wealth Advisors LLC 0.09% of their portfolio MURRAY, UT 2,6672.7k $122.8k $122.8k 0.09% New
95 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.01% of their portfolio BIRMINGHAM, AL 2,6372.6k $121.5k $121.5k 0.01% Reduced -127 -127
96 WOLFF WIESE MAGANA LLC 0.09% of their portfolio CARSLBAD, CA 2,4922.5k $114.8k $114.8k 0.09% Unchanged
97 Glen Eagle Advisors, LLC 0.02% of their portfolio KINGSTON, NJ 2,0002.0k $92.1k $92.1k 0.02% Unchanged
98 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,8001.8k $82.9k $82.9k 0.00% Reduced -3.6k -3,600
99 MATHER GROUP, LLC. 0.00% of their portfolio CHICAGO, IL 1,7531.8k $77.9k $77.9k 0.00% New
100 Archer Investment Corp 0.02% of their portfolio Carmel, IN 1,6561.7k $76.3k $76.3k 0.02% Unchanged