Vault-13

FIRST TR EXCHNG TRADED FD VI FJUL

FT VEST US EQT · ETP · CUSIP 33740U208

150 institutional holders +5 vs Q3 2024
6,626,8196.6m shares reported held*
$324.5mreported value*
7 new 34 added 66 reduced 11 sold out net sold ≈ $16.3m (-333.1k 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 ≈ $48.97.

Trends to Q4 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: 145Q4 24: 150150Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 202280
Q4 202280
Q1 202387
Q2 202388
Q3 2023111
Q4 2023115
Q1 2024129
Q2 2024113
Q3 2024145
Q4 2024150

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q1 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 24Q3 24: 103 bought or addedQ3 24: 33 cut or sold outQ4 24: 41 bought or addedQ4 24: 77 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 20232839
Q2 20232252
Q3 20237724
Q4 20234751
Q1 20245855
Q2 20241888
Q3 202410333
Q4 20244177

Biggest buyers

ASSETMARK, INC Added +34,684+34.7k
GDS Wealth Management Added +19,623+19.6k
ENVESTNET ASSET MANAGEMENT INC Added +19,003+19.0k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC New +13,830+13.8k
CITADEL ADVISORS LLC Added +10,619+10.6k
LPL Financial LLC Added +10,307+10.3k
KINGSWOOD WEALTH ADVISORS, LLC Added +10,251+10.3k
JANE STREET GROUP, LLC Added +9,919+9.9k
REAP Financial Group, LLC Added +9,535+9.5k
WORLD EQUITY GROUP, INC. New +8,429+8.4k

Biggest sellers

CWM, LLC Reduced -106,231-106.2k
Sigma Planning Corp Sold out -45,014-45.0k
CreativeOne Wealth, LLC Reduced -44,317-44.3k
AIFG Consultants Ltd. Reduced -40,783-40.8k
OSAIC HOLDINGS, INC. Reduced -24,215-24.2k
Harvest Investment Services, LLC Reduced -22,273-22.3k
OneDigital Investment Advisors LLC Reduced -20,764-20.8k
Bouchey Financial Group, Ltd. Sold out -20,143-20.1k
SMART Wealth LLC Reduced -18,389-18.4k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -16,832-16.8k

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 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 704,248704.2k $34.5m $34.5m 0.01% First filing
2 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 488,186488.2k $23.9m $23.9m 0.01% Added +19.0k +19,003
3 McCarthy & Cox 6.62% of their portfolio MARYSVILLE, OH 389,416389.4k $19.1m $19.1m 6.62% Reduced -10.9k -10,939
4 CWM, LLC 0.08% of their portfolio OMAHA, NE 380,619380.6k $18.6m $18.6m 0.08% Reduced -106.2k -106,231
5 FSA WEALTH PARTNERS, INC. 3.85% of their portfolio Rockville, MD 335,235335.2k $16.4m $16.4m 3.85% Reduced -1.3k -1,252
6 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 313,280313.3k $15.3m $15.3m 0.03% Reduced -3.0k -3,011
7 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 238,541238.5k $11.7m $11.7m 0.03% Reduced -24.2k -24,215
8 GDS Wealth Management 0.98% of their portfolio FLOWER MOUND, TX 219,589219.6k $10.8m $10.8m 0.98% Added +19.6k +19,623
9 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 202,391202.4k $9.9m $9.9m 0.01% Reduced -16.8k -16,832
10 Steward Partners Investment Advisory, LLC 0.07% of their portfolio STAMFORD, CT 172,326172.3k $8.4m $8.4m 0.07% Reduced -8.8k -8,792
11 CreativeOne Wealth, LLC 0.23% of their portfolio OVERLAND PARK, KS 153,482153.5k $7.5m $7.5m 0.23% Reduced -44.3k -44,317
12 Bison Wealth, LLC 0.81% of their portfolio ATLANTA, GA 134,773134.8k $6.6m $6.6m 0.81% First filing
13 SMART Wealth LLC 2.26% of their portfolio Omaha, NE 129,946129.9k $6.4m $6.4m 2.26% Reduced -18.4k -18,389
14 STEPHENS INC /AR/ 0.09% of their portfolio LITTLE ROCK, AR 128,380128.4k $6.3m $6.3m 0.09% Reduced -5.1k -5,104
15 REAP Financial Group, LLC 1.49% of their portfolio AUSTIN, TX 122,907122.9k $6.0m $6.0m 1.49% Added +9.5k +9,535
16 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 112,517112.5k $5.5m $5.5m 0.02% Reduced -9.0k -8,971
17 MBL Wealth, LLC 0.53% of their portfolio CHARLOTTE, NC 108,809108.8k $5.3m $5.3m 0.53% Reduced -2.6k -2,607
18 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 99,22999.2k $4.9m $4.9m 0.01% Added +34.7k +34,684
19 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 99,00299.0k $4.8m $4.8m 0.00% Added +10.3k +10,307
20 NOVEM GROUP 0.72% of their portfolio Rochester, NY 98,34898.3k $4.8m $4.8m 0.72% First filing
21 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 84,47584.5k $4.1m $4.1m 0.02% Added +1.6k +1,567
22 Keystone Wealth Services, LLC 1.09% of their portfolio PALM DESERT, CA 83,93183.9k $4.1m $4.1m 1.09% Reduced -1.5k -1,545
23 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 81,83681.8k $4.0m $4.0m 0.01% Reduced -4.8k -4,794
24 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 75,98976.0k $3.7m $3.7m 0.01% Reduced -7.6k -7,603
25 Main Street Financial Solutions, LLC 0.36% of their portfolio NEWTOWN, PA 74,37174.4k $3.6m $3.6m 0.36% Reduced -125 -125
26 BECK CAPITAL MANAGEMENT, LLC 0.86% of their portfolio AUSTIN, TX 66,37366.4k $3.3m $3.3m 0.86% Reduced -2.0k -1,966
27 Capital Analysts, LLC 0.13% of their portfolio FORT WASHINGTON, PA 63,96264.0k $3.1m $3.1m 0.13% Added +331 +331
28 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 53,21453.2k $2.6m $2.6m 0.01% Reduced -2.3k -2,348
29 Opes Wealth Management LLC 0.47% of their portfolio MENLO PARK, CA 47,06047.1k $2.3m $2.3m 0.47% Reduced -805 -805
30 OneDigital Investment Advisors LLC 0.02% of their portfolio OVERLAND PARK, KS 42,72242.7k $2.1m $2.1m 0.02% Reduced -20.8k -20,764
31 Schulz Wealth, LTD. 1.52% of their portfolio MANSFIELD, TX 40,46840.5k $2.0m $2.0m 1.52% Reduced -695 -695
32 Mariner, LLC 0.00% of their portfolio Overland Park, KS 39,56139.6k $1.9m $1.9m 0.00% Reduced -628 -628
33 Midwest Financial Network, LLC 1.99% of their portfolio TINLEY PARK, IL 39,12739.1k $1.9m $1.9m 1.99% First filing
34 Lion Street Advisors, LLC 0.59% of their portfolio Austin, TX 38,05438.1k $1.9m $1.9m 0.59% Unchanged
35 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 34,84434.8k $1.7m $1.7m 0.00% Reduced -3.0k -3,030
36 Aurora Private Wealth, Inc. 1.24% of their portfolio ROCKAWAY, NJ 33,93033.9k $1.7m $1.7m 1.24% Added +275 +275
37 1776 Wealth LLC 0.75% of their portfolio ATLANTA, GA 33,18833.2k $1.6m $1.6m 0.75% Reduced -32 -32
38 NewEdge Wealth, LLC 0.03% of their portfolio STAMFORD, CT 32,49632.5k $1.6m $1.6m 0.03% Unchanged
39 Prosperity Consulting Group, LLC 0.11% of their portfolio OWINGS MILLS, MD 29,56829.6k $1.4m $1.4m 0.11% Added +39 +39
40 Kingsview Wealth Management, LLC 0.03% of their portfolio GRANTS PASS, OR 28,82728.8k $1.4m $1.4m 0.03% Reduced -835 -835
41 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 26,61726.6k $1.3m $1.3m 0.00% Reduced -3.4k -3,436
42 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 25,19725.2k $1.2m $1.2m 0.00% Reduced -261 -261
43 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.23% of their portfolio BLUE BELL, PA 24,79424.8k $1.2m $1.2m 0.23% Reduced -226 -226
44 Integrity Financial Corp /WA 0.65% of their portfolio JACKSON, WY 23,22623.2k $1.1m $1.1m 0.65% Added +1.5k +1,528
45 WOLFF WIESE MAGANA LLC 0.73% of their portfolio CARSLBAD, CA 22,36822.4k $1.1m $1.1m 0.73% Unchanged
46 FWG Investments, LLC. 0.83% of their portfolio LEXINGTON, KY 21,90521.9k $1.1m $1.1m 0.83% Reduced -354 -354
47 Ameritas Advisory Services, LLC 0.04% of their portfolio Lincoln, NE 21,78221.8k $1.1m $1.1m 0.04% Added +5.0k +5,002
48 JOURNEY STRATEGIC WEALTH LLC 0.04% of their portfolio SUMMIT, NJ 21,46121.5k $1.1m $1.1m 0.04% Added +2.7k +2,731
49 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 20,73620.7k $1.0m $1.0m 0.01% Reduced -2.4k -2,432
50 KINGSWOOD WEALTH ADVISORS, LLC 0.08% of their portfolio SAN DIEGO, CA 20,64120.6k $1.0m $1.0m 0.08% Added +10.3k +10,251
51 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 20,45220.5k $1.0m $1.0m 0.01% Reduced -679 -679
52 Accel Wealth Management 0.38% of their portfolio WAVERLY, IA 20,40020.4k $998.9k $998.9k 0.38% Reduced -1.0k -1,000
53 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 19,93019.9k $975.9k $975.9k 0.00% Added +9.9k +9,919
54 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 19,49119.5k $954.4k $954.4k 0.01% Reduced -355 -355
55 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 18,73318.7k $917.3k $917.3k 0.01% Added +1.5k +1,455
56 FLAGSTAR SECURITIES, INC 0.21% of their portfolio New York, NY 17,04417.0k $834.6k $834.6k 0.21% Added +290 +290
57 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 16,72416.7k $818.9k $818.9k 0.00% Added +5.5k +5,525
58 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 16,57516.6k $811.6k $811.6k 0.00% Added +10.6k +10,619
59 Sage Capital Advisors,llc 0.21% of their portfolio SIOUX FALLS, SD 16,32216.3k $799.3k $799.3k 0.21% Reduced -229 -229
60 Strategic Blueprint, LLC 0.04% of their portfolio ATLANTA, GA 15,02015.0k $735.5k $735.5k 0.04% Reduced -2.0k -2,035
61 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 14,71814.7k $720.7k $720.7k 0.01% Added +4.1k +4,066
62 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 14,20414.2k $695.5k $695.5k 0.02% Reduced -180 -180
63 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 13,83013.8k $677.2k $677.2k 0.00% New
64 Sunbelt Securities, Inc. 0.06% of their portfolio HOUSTON, TX 13,75613.8k $675.9k $675.9k 0.06% Reduced -1.4k -1,446
65 SOA Wealth Advisors, LLC. 0.12% of their portfolio NEW YORK, NY 13,21913.2k $647.3k $647.3k 0.12% Unchanged
66 AIFG Consultants Ltd. 1.02% of their portfolio HALFMOON, NY 12,72112.7k $622.9k $622.9k 1.02% Reduced -40.8k -40,783
67 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 12,70312.7k $622.0k $622.0k 0.00% Reduced -96 -96
68 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 12,35912.4k $605.2k $605.2k 0.00% Added +1.2k +1,230
69 LM Advisors LLC 0.11% of their portfolio SAN DIEGO, CA 12,00012.0k $588.0k $588.0k 0.11% Unchanged
70 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 11,72311.7k $574.0k $574.0k 0.00% Added +1.8k +1,795
71 Crown Wealth Group, LLC 0.23% of their portfolio Charlotte, NC 11,69911.7k $572.9k $572.9k 0.23% Unchanged
72 DHJJ Financial Advisors, Ltd. 0.22% of their portfolio NAPERVILLE, IL 11,63511.6k $569.7k $569.7k 0.22% Reduced -743 -743
73 McKinley Carter Wealth Services, Inc. 0.03% of their portfolio WHEELING, WV 11,43811.4k $560.1k $560.1k 0.03% Reduced -3.0k -3,016
74 TFB Advisors LLC 0.16% of their portfolio OVERLAND PARK, KS 11,14911.1k $545.9k $545.9k 0.16% Added +3.8k +3,822
75 FOUNDERS FINANCIAL SECURITIES LLC 0.05% of their portfolio TOWSON, MD 11,11611.1k $544.3k $544.3k 0.05% Added +4.3k +4,308
76 CoreCap Advisors, LLC 0.02% of their portfolio SOUTHFIELD, MI 10,97011.0k $537.2k $537.2k 0.02% Added +1.2k +1,246
77 Tanglewood Legacy Advisors, LLC 0.23% of their portfolio HOUSTON, TX 10,78210.8k $528.0k $528.0k 0.23% Unchanged
78 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 10,71410.7k $524.6k $524.6k 0.00% Reduced -11.6k -11,642
79 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 10,25510.3k $502.2k $502.2k 0.01% Reduced -5.6k -5,580
80 FSB PREMIER WEALTH MANAGEMENT, INC. 0.20% of their portfolio WATERLOO, IA 9,99510.0k $489.4k $489.4k 0.20% Reduced -22 -22
81 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 9,8059.8k $480.1k $480.1k 0.02% Reduced -9 -9
82 Griffith & Werner, Inc. 0.30% of their portfolio CANTON, GA 9,3639.4k $458.5k $458.5k 0.30% First filing
83 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 9,3169.3k $466.0k $466.0k 0.00% Unchanged
84 Outlook Wealth Advisors, LLC 0.13% of their portfolio SHENANDOAH, TX 9,1779.2k $449.4k $449.4k 0.13% Unchanged
85 Harvest Investment Services, LLC 0.11% of their portfolio Oakbrook Terrace, IL 9,0479.0k $443.0k $443.0k 0.11% Reduced -22.3k -22,273
86 Grantvest Financial Group LLC 0.49% of their portfolio MATAWAN, NJ 9,0379.0k $442.5k $442.5k 0.49% First filing
87 NEW WAVE WEALTH ADVISORS LLC 0.18% of their portfolio SPRINGDALE, AR 9,0009.0k $440.7k $440.7k 0.18% Reduced -1.0k -1,000
88 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 8,9368.9k $437.6k $437.6k 0.00% Unchanged
89 Beacon Financial Advisory LLC 0.14% of their portfolio CLEVELAND, OH 8,7208.7k $427.0k $427.0k 0.14% Unchanged
90 WORLD EQUITY GROUP, INC. 0.09% of their portfolio SCHAUMBURG, IL 8,4298.4k $412.8k $412.8k 0.09% New
91 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 8,1108.1k $397.1k $397.1k 0.00% Unchanged
92 CENTAURUS FINANCIAL, INC. 0.02% of their portfolio ANAHEIM, CA 8,0328.0k $393.0k $393.0k 0.02% Reduced -184 -184
93 VestGen Investment Management 0.10% of their portfolio EGG HARBOR TOWNSHIP, NJ 7,6837.7k $376.2k $376.2k 0.10% Added +2.3k +2,297
94 Csenge Advisory Group 0.02% of their portfolio CLEARWATER, FL 7,5717.6k $370.7k $370.7k 0.02% Added +186 +186
95 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 7,5207.5k $371.2k $371.2k 0.01% Reduced -271 -271
96 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 7,2607.3k $355.5k $355.5k 0.01% Reduced -1.7k -1,746
97 Summit Wealth Partners, LLC 0.07% of their portfolio Orlando, FL 7,2557.3k $355.3k $355.3k 0.07% Unchanged
98 Signal Advisors Wealth, LLC 0.04% of their portfolio DETROIT, MI 6,6956.7k $327.8k $327.8k 0.04% Reduced -7.1k -7,071
99 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 6,5476.5k $320.6k $320.6k 0.00% Added +2.2k +2,224
100 Orion Portfolio Solutions, LLC 0.00% of their portfolio Omaha, NE 6,5476.5k $320.6k $320.6k 0.00% Added +2.2k +2,224