Vault-13

FIRST TR EXCHNG TRADED FD VI FJUL

FT VEST US EQT · ETP · CUSIP 33740U208

145 institutional holders +32 vs Q2 2024
6,833,3366.8m shares reported held*
$328.8mreported value*
42 new 61 added 24 reduced 9 sold out net bought ≈ $98.1m (+2.0m 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. Holder counts are more reliable. Implied quarter-end price ≈ $48.11.

Trends to Q3 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: 113Q3 24: 145145Q3 22Q1 23Q3 23Q1 24Q3 24
Numbers
QuarterHolders
Q3 202280
Q4 202280
Q1 202387
Q2 202388
Q3 2023111
Q4 2023115
Q1 2024129
Q2 2024113
Q3 2024145

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q4 22: 30 bought or addedQ4 22: 36 cut or sold outQ1 23: 28 bought or addedQ1 23: 39 cut or sold outQ1 23Q2 23: 22 bought or addedQ2 23: 52 cut or sold outQ3 23: 77 bought or addedQ3 23: 24 cut or sold outQ3 23Q4 23: 47 bought or addedQ4 23: 51 cut or sold outQ1 24: 58 bought or addedQ1 24: 55 cut or sold outQ1 24Q2 24: 18 bought or addedQ2 24: 88 cut or sold outQ3 24: 103 bought or addedQ3 24: 33 cut or sold outQ3 24
Numbers
QuarterBought or addedCut or sold out
Q4 20223036
Q1 20232839
Q2 20232252
Q3 20237724
Q4 20234751
Q1 20245855
Q2 20241888
Q3 202410333

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +366,763+366.8k
CWM, LLC Added +264,622+264.6k
RAYMOND JAMES & ASSOCIATES Added +189,509+189.5k
Cetera Investment Advisers Added +183,929+183.9k
CreativeOne Wealth, LLC Added +180,205+180.2k
SMART Wealth LLC Added +138,434+138.4k
OSAIC HOLDINGS, INC. Added +110,215+110.2k
Raymond James Financial Services Advisors, Inc. Added +106,501+106.5k
Steward Partners Investment Advisory, LLC Added +65,717+65.7k
Capital Analysts, LLC New +63,631+63.6k

Biggest sellers

COMMONWEALTH EQUITY SERVICES, LLC Reduced -309,522-309.5k
AIFG Consultants Ltd. Reduced -90,299-90.3k
AVANTAX ADVISORY SERVICES, INC. Reduced -24,809-24.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -23,220-23.2k
UBS Group AG Sold out -15,084-15.1k
Cypress Wealth Services, LLC Sold out -14,214-14.2k
OLD MISSION CAPITAL LLC Sold out -13,940-13.9k
WEALTHGARDEN F.S. LLC Reduced -10,867-10.9k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Sold out -8,763-8.8k
HRT FINANCIAL LP Sold out -8,695-8.7k

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 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 CWM, LLC 0.10% of their portfolio OMAHA, NE 486,850486.9k $23.4m $23.4m 0.10% Added +264.6k +264,622
2 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 469,183469.2k $22.6m $22.6m 0.01% Added +366.8k +366,763
3 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 465,101465.1k $22.4m $22.4m 0.01% Added +189.5k +189,509
4 Raymond James Financial Services Advisors, Inc. 0.03% of their portfolio ST. PETERSBURG, FL 404,869404.9k $19.5m $19.5m 0.03% Added +106.5k +106,501
5 McCarthy & Cox 7.38% of their portfolio MARYSVILLE, OH 400,355400.4k $19.3m $19.3m 7.38% Added +2.3k +2,293
6 FSA WEALTH PARTNERS, INC. 3.91% of their portfolio Rockville, MD 336,487336.5k $16.2m $16.2m 3.91% Reduced -4.9k -4,861
7 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 316,291316.3k $15.2m $15.2m 0.03% Added +183.9k +183,929
8 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 262,756262.8k $12.6m $12.6m 0.03% Added +110.2k +110,215
9 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 219,223219.2k $10.5m $10.5m 0.02% Reduced -309.5k -309,522
10 GDS Wealth Management 0.94% of their portfolio FLOWER MOUND, TX 199,966200.0k $9.6m $9.6m 0.94% Added +19.5k +19,495
11 CreativeOne Wealth, LLC 0.32% of their portfolio OVERLAND PARK, KS 197,799197.8k $9.5m $9.5m 0.32% Added +180.2k +180,205
12 Steward Partners Investment Advisory, LLC 0.08% of their portfolio STAMFORD, CT 181,118181.1k $8.7m $8.7m 0.08% Added +65.7k +65,717
13 SMART Wealth LLC 2.80% of their portfolio Omaha, NE 148,335148.3k $7.1m $7.1m 2.80% Added +138.4k +138,434
14 STEPHENS INC /AR/ 0.09% of their portfolio LITTLE ROCK, AR 133,484133.5k $6.4m $6.4m 0.09% Added +51.1k +51,053
15 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 121,488121.5k $5.8m $5.8m 0.02% Reduced -2.6k -2,634
16 REAP Financial Group, LLC 1.34% of their portfolio AUSTIN, TX 113,372113.4k $5.5m $5.5m 1.34% Added +47.2k +47,246
17 MBL Wealth, LLC 0.58% of their portfolio CHARLOTTE, NC 111,416111.4k $5.4m $5.4m 0.58% Added +7.8k +7,792
18 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 88,69588.7k $4.3m $4.3m 0.00% Reduced -7.1k -7,130
19 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 86,63086.6k $4.2m $4.2m 0.01% Added +16.5k +16,500
20 Keystone Wealth Services, LLC 1.14% of their portfolio PALM DESERT, CA 85,47685.5k $4.1m $4.1m 1.14% Added +10.1k +10,084
21 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 83,59283.6k $4.0m $4.0m 0.01% Added +50.5k +50,542
22 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 82,90882.9k $4.0m $4.0m 0.02% Added +19.9k +19,873
23 Main Street Financial Solutions, LLC 0.33% of their portfolio NEWTOWN, PA 74,49674.5k $3.6m $3.6m 0.33% Added +30 +30
24 BECK CAPITAL MANAGEMENT, LLC 0.88% of their portfolio AUSTIN, TX 68,33968.3k $3.3m $3.3m 0.88% Added +9.2k +9,231
25 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 64,54564.5k $3.1m $3.1m 0.01% Added +42.2k +42,183
26 Capital Analysts, LLC 0.12% of their portfolio FORT WASHINGTON, PA 63,63163.6k $3.1m $3.1m 0.12% New
27 OneDigital Investment Advisors LLC 0.03% of their portfolio OVERLAND PARK, KS 63,48663.5k $3.1m $3.1m 0.03% Reduced -4.1k -4,094
28 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 55,56255.6k $2.7m $2.7m 0.01% Added +10.3k +10,279
29 AIFG Consultants Ltd. 1.95% of their portfolio HALFMOON, NY 53,50453.5k $2.6m $2.6m 1.95% Reduced -90.3k -90,299
30 Opes Wealth Management LLC 0.44% of their portfolio MENLO PARK, CA 47,86547.9k $2.3m $2.3m 0.44% Reduced -1.4k -1,415
31 Sigma Planning Corp 0.07% of their portfolio ANN ARBOR, MI 45,01445.0k $2.2m $2.2m 0.07% New
32 Schulz Wealth, LTD. 1.53% of their portfolio MANSFIELD, TX 41,16341.2k $2.0m $2.0m 1.53% Added +80 +80
33 Mariner, LLC 0.00% of their portfolio Overland Park, KS 40,18940.2k $1.9m $1.9m 0.00% Added +13.2k +13,154
34 Lion Street Advisors, LLC 0.64% of their portfolio Austin, TX 38,05438.1k $1.8m $1.8m 0.64% Reduced -945 -945
35 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 37,87437.9k $1.8m $1.8m 0.00% Added +12.4k +12,368
36 Aurora Private Wealth, Inc. 1.27% of their portfolio ROCKAWAY, NJ 33,65533.7k $1.6m $1.6m 1.27% Added +16.9k +16,869
37 1776 Wealth LLC 0.72% of their portfolio ATLANTA, GA 33,22033.2k $1.6m $1.6m 0.72% Added +1.4k +1,369
38 NewEdge Wealth, LLC 0.03% of their portfolio STAMFORD, CT 32,49632.5k $1.6m $1.6m 0.03% New
39 Harvest Investment Services, LLC 0.48% of their portfolio Oakbrook Terrace, IL 31,32031.3k $1.5m $1.5m 0.48% New
40 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 30,05330.1k $1.4m $1.4m 0.00% Added +12.8k +12,779
41 Kingsview Wealth Management, LLC 0.03% of their portfolio GRANTS PASS, OR 29,66229.7k $1.4m $1.4m 0.03% New
42 Prosperity Consulting Group, LLC 0.11% of their portfolio OWINGS MILLS, MD 29,52929.5k $1.4m $1.4m 0.11% New
43 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 25,45825.5k $1.2m $1.2m 0.00% Added +13.1k +13,140
44 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.23% of their portfolio BLUE BELL, PA 25,02025.0k $1.2m $1.2m 0.23% Reduced -1.3k -1,323
45 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 23,16823.2k $1.1m $1.1m 0.01% New
46 WOLFF WIESE MAGANA LLC 0.74% of their portfolio CARSLBAD, CA 22,36822.4k $1.1m $1.1m 0.74% Added +19.9k +19,876
47 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 22,35622.4k $1.1m $1.1m 0.01% Reduced -24.8k -24,809
48 FWG Investments, LLC. 0.93% of their portfolio LEXINGTON, KY 22,25922.3k $1.1m $1.1m 0.93% Added +13.0k +13,015
49 Integrity Financial Corp /WA 0.61% of their portfolio JACKSON, WY 21,69821.7k $1.0m $1.0m 0.61% Added +9.6k +9,602
50 Accel Wealth Management 0.38% of their portfolio WAVERLY, IA 21,40021.4k $1.0m $1.0m 0.38% New
51 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 21,13121.1k $1.0m $1.0m 0.01% Added +5.3k +5,266
52 Bouchey Financial Group, Ltd. 0.09% of their portfolio TROY, NY 20,14320.1k $969.1k $969.1k 0.09% New
53 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 19,84619.8k $954.8k $954.8k 0.01% New
54 JOURNEY STRATEGIC WEALTH LLC 0.03% of their portfolio SUMMIT, NJ 18,73018.7k $901.1k $901.1k 0.03% New
55 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 17,27817.3k $831.2k $831.2k 0.01% Reduced -903 -903
56 Strategic Blueprint, LLC 0.05% of their portfolio ATLANTA, GA 17,05517.1k $820.5k $820.5k 0.05% Added +10.6k +10,614
57 Ameritas Advisory Services, LLC 0.03% of their portfolio Lincoln, NE 16,78016.8k $807.3k $807.3k 0.03% Added +7.1k +7,080
58 FLAGSTAR SECURITIES, INC 0.20% of their portfolio New York, NY 16,75416.8k $806.0k $806.0k 0.20% Reduced -949 -949
59 Sage Capital Advisors,llc 0.21% of their portfolio SIOUX FALLS, SD 16,55116.6k $796.3k $796.3k 0.21% Added +3.4k +3,373
60 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 15,83515.8k $761.8k $761.8k 0.01% Unchanged
61 Sunbelt Securities, Inc. 0.07% of their portfolio HOUSTON, TX 15,20215.2k $731.4k $731.4k 0.07% Added +190 +190
62 McKinley Carter Wealth Services, Inc. 0.04% of their portfolio WHEELING, WV 14,45414.5k $695.4k $695.4k 0.04% Added +3.6k +3,566
63 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 14,38414.4k $692.0k $692.0k 0.02% Reduced -2.4k -2,410
64 LANARK FINANCIAL, INC. 0.06% of their portfolio BIRMINGHAM, AL 14,08614.1k $677.0k $677.0k 0.06% Added +3.4k +3,351
65 Signal Advisors Wealth, LLC 0.09% of their portfolio DETROIT, MI 13,76613.8k $662.3k $662.3k 0.09% New
66 SOA Wealth Advisors, LLC. 0.12% of their portfolio NEW YORK, NY 13,21913.2k $636.0k $636.0k 0.12% Added +3.2k +3,169
67 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 12,79912.8k $615.8k $615.8k 0.00% Reduced -1.1k -1,131
68 DHJJ Financial Advisors, Ltd. 0.24% of their portfolio NAPERVILLE, IL 12,37812.4k $595.5k $595.5k 0.24% Added +663 +663
69 LM Advisors LLC 0.12% of their portfolio SAN DIEGO, CA 12,00012.0k $577.0k $577.0k 0.12% Unchanged
70 Crown Wealth Group, LLC 0.24% of their portfolio Charlotte, NC 11,69911.7k $562.8k $562.8k 0.24% New
71 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 11,19911.2k $538.8k $538.8k 0.00% Reduced -23.2k -23,220
72 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 11,12911.1k $535.4k $535.4k 0.00% Added +5.0k +4,984
73 Tanglewood Legacy Advisors, LLC 0.23% of their portfolio HOUSTON, TX 10,78210.8k $518.7k $518.7k 0.23% Unchanged
74 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 10,65210.7k $512.5k $512.5k 0.01% New
75 KINGSWOOD WEALTH ADVISORS, LLC 0.04% of their portfolio SAN DIEGO, CA 10,39010.4k $498.6k $498.6k 0.04% New
76 FSB PREMIER WEALTH MANAGEMENT, INC. 0.20% of their portfolio WATERLOO, IA 10,01710.0k $481.9k $481.9k 0.20% Added +2.4k +2,447
77 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 10,01110.0k $481.6k $481.6k 0.00% Reduced -3.7k -3,669
78 NEW WAVE WEALTH ADVISORS LLC 0.22% of their portfolio SPRINGDALE, AR 10,00010.0k $481.1k $481.1k 0.22% New
79 HERITAGE OAK WEALTH ADVISORS LLC 0.22% of their portfolio SANTA ROSA BEACH, FL 10,00010.0k $481.1k $481.1k 0.22% New
80 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 9,9289.9k $477.6k $477.6k 0.00% Added +9.1k +9,074
81 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 9,8149.8k $472.2k $472.2k 0.02% Added +370 +370
82 CoreCap Advisors, LLC 0.02% of their portfolio SOUTHFIELD, MI 9,7249.7k $467.8k $467.8k 0.02% Added +903 +903
83 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 9,3169.3k $458.3k $458.3k 0.00% New
84 Outlook Wealth Advisors, LLC 0.13% of their portfolio SHENANDOAH, TX 9,1779.2k $441.5k $441.5k 0.13% Unchanged
85 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 9,0069.0k $433.3k $433.3k 0.01% Added +4.1k +4,056
86 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 8,9368.9k $429.0k $429.0k 0.00% New
87 MGO ONE SEVEN LLC 0.02% of their portfolio Beachwood, OH 8,8518.9k $425.8k $425.8k 0.02% New
88 Beacon Financial Advisory LLC 0.14% of their portfolio CLEVELAND, OH 8,7208.7k $419.5k $419.5k 0.14% Reduced -430 -430
89 CENTAURUS FINANCIAL, INC. 0.03% of their portfolio ANAHEIM, CA 8,2168.2k $395.0k $395.0k 0.03% Added +517 +517
90 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 8,1108.1k $390.2k $390.2k 0.00% Unchanged
91 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 7,7917.8k $376.7k $376.7k 0.01% Reduced -20 -20
92 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 7,4367.4k $356.2k $356.2k 0.01% Added +86 +86
93 Csenge Advisory Group 0.02% of their portfolio CLEARWATER, FL 7,3857.4k $356.8k $356.8k 0.02% New
94 TFB Advisors LLC 0.10% of their portfolio OVERLAND PARK, KS 7,3277.3k $352.5k $352.5k 0.10% Added +1.7k +1,722
95 Summit Wealth Partners, LLC 0.07% of their portfolio Orlando, FL 7,2557.3k $349.0k $349.0k 0.07% New
96 ARBOR CAPITAL MANAGEMENT INC /ADV 0.32% of their portfolio ANCHORAGE, AK 7,0527.1k $337.6k $337.6k 0.32% Added +1.3k +1,343
97 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.02% of their portfolio CEDAR RAPIDS, IA 7,0517.1k $339.2k $339.2k 0.02% Added +498 +498
98 FOUNDERS FINANCIAL SECURITIES LLC 0.03% of their portfolio TOWSON, MD 6,8086.8k $327.5k $327.5k 0.03% New
99 NWF Advisory Services Inc. 0.05% of their portfolio Los Angeles, CA 6,5256.5k $313.9k $313.9k 0.05% New
100 WEALTHGARDEN F.S. LLC 0.30% of their portfolio EL SEGUNDO, CA 6,4956.5k $312.5k $312.5k 0.30% Reduced -10.9k -10,867