Vault-13

FIRST TR EXCHNG TRADED FD VI FJUL

FT VEST US EQT · ETP · CUSIP 33740U208

144 institutional holders -6 vs Q4 2024
5,797,3435.8m shares reported held*
$276.2mreported value*
9 new 34 added 65 reduced 14 sold out net sold ≈ $39.5m (-829.0k 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 ≈ $47.64.

Trends to Q1 2025

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: 150Q1 25: 144144Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202280
Q4 202280
Q1 202387
Q2 202388
Q3 2023111
Q4 2023115
Q1 2024129
Q2 2024113
Q3 2024145
Q4 2024150
Q1 2025144

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 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 24Q4 24: 41 bought or addedQ4 24: 77 cut or sold outQ1 25: 43 bought or addedQ1 25: 79 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20232252
Q3 20237724
Q4 20234751
Q1 20245855
Q2 20241888
Q3 202410333
Q4 20244177
Q1 20254379

Biggest buyers

ASSETMARK, INC Added +37,782+37.8k
Cetera Investment Advisers Added +28,888+28.9k
Synergy Asset Management, LLC New +26,382+26.4k
UBS Group AG Added +16,248+16.2k
Atria Investments, Inc Added +13,045+13.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +11,902+11.9k
GTS SECURITIES LLC New +10,981+11.0k
Farther Finance Advisors, LLC New +8,828+8.8k
ENVESTNET ASSET MANAGEMENT INC Added +8,648+8.6k
Sowell Financial Services LLC New +8,367+8.4k

Biggest sellers

McCarthy & Cox Reduced -367,226-367.2k
GDS Wealth Management Sold out -219,589-219.6k
Steward Partners Investment Advisory, LLC Reduced -148,995-149.0k
OSAIC HOLDINGS, INC. Reduced -64,246-64.2k
Capital Analysts, LLC Reduced -55,159-55.2k
Atria Wealth Solutions, Inc. Reduced -10,438-10.4k
Sage Capital Advisors,llc Reduced -9,734-9.7k
CWM, LLC Reduced -9,212-9.2k
KINGSWOOD WEALTH ADVISORS, LLC Reduced -9,092-9.1k
NOVEM GROUP Reduced -8,745-8.7k

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, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 706,428706.4k $33.6m $33.6m 0.01% Added +2.2k +2,180
2 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 496,834496.8k $23.7m $23.7m 0.01% Added +8.6k +8,648
3 CWM, LLC 0.07% of their portfolio OMAHA, NE 371,407371.4k $17.7m $17.7m 0.07% Reduced -9.2k -9,212
4 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 342,168342.2k $16.3m $16.3m 0.03% Added +28.9k +28,888
5 FSA WEALTH PARTNERS, INC. 5.91% of their portfolio Rockville, MD 327,931327.9k $15.6m $15.6m 5.91% Reduced -7.3k -7,304
6 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 195,050195.1k $9.3m $9.3m 0.01% Reduced -7.3k -7,341
7 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 174,295174.3k $8.3m $8.3m 0.02% Reduced -64.2k -64,246
8 CreativeOne Wealth, LLC 0.22% of their portfolio OVERLAND PARK, KS 152,526152.5k $7.3m $7.3m 0.22% Reduced -956 -956
9 ASSETMARK, INC 0.02% of their portfolio CONCORD, CA 137,011137.0k $6.5m $6.5m 0.02% Added +37.8k +37,782
10 Bison Wealth, LLC 0.59% of their portfolio ATLANTA, GA 132,484132.5k $6.3m $6.3m 0.59% Reduced -2.3k -2,289
11 SMART Wealth LLC 2.20% of their portfolio Omaha, NE 128,919128.9k $6.1m $6.1m 2.20% Reduced -1.0k -1,027
12 STEPHENS INC /AR/ 0.09% of their portfolio LITTLE ROCK, AR 127,179127.2k $6.1m $6.1m 0.09% Reduced -1.2k -1,201
13 REAP Financial Group, LLC 1.45% of their portfolio AUSTIN, TX 122,915122.9k $5.9m $5.9m 1.45% Added +8 +8
14 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 112,517112.5k $5.4m $5.4m 0.01% Unchanged
15 MBL Wealth, LLC 0.50% of their portfolio CHARLOTTE, NC 104,576104.6k $5.0m $5.0m 0.50% Reduced -4.2k -4,233
16 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 99,25499.3k $4.7m $4.7m 0.00% Added +252 +252
17 NOVEM GROUP 0.60% of their portfolio Rochester, NY 89,60389.6k $4.3m $4.3m 0.60% Reduced -8.7k -8,745
18 Keystone Wealth Services, LLC 1.03% of their portfolio PALM DESERT, CA 79,91379.9k $3.8m $3.8m 1.03% Reduced -4.0k -4,018
19 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 78,71578.7k $3.8m $3.8m 0.01% Reduced -3.1k -3,121
20 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 78,48978.5k $3.7m $3.7m 0.02% Reduced -6.0k -5,986
21 Main Street Financial Solutions, LLC 0.31% of their portfolio NEWTOWN, PA 73,76773.8k $3.5m $3.5m 0.31% Reduced -604 -604
22 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 71,89171.9k $3.4m $3.4m 0.01% Reduced -4.1k -4,098
23 BECK CAPITAL MANAGEMENT, LLC 0.88% of their portfolio AUSTIN, TX 62,63562.6k $3.0m $3.0m 0.88% Reduced -3.7k -3,738
24 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 54,33254.3k $2.6m $2.6m 0.01% Added +1.1k +1,118
25 Opes Wealth Management LLC 0.46% of their portfolio MENLO PARK, CA 47,76047.8k $2.3m $2.3m 0.46% Added +700 +700
26 Midwest Financial Network, LLC 2.11% of their portfolio TINLEY PARK, IL 44,30244.3k $2.1m $2.1m 2.11% Added +5.2k +5,175
27 OneDigital Investment Advisors LLC 0.02% of their portfolio OVERLAND PARK, KS 40,63240.6k $1.9m $1.9m 0.02% Reduced -2.1k -2,090
28 Schulz Wealth, LTD. 1.47% of their portfolio MANSFIELD, TX 40,46840.5k $1.9m $1.9m 1.47% Unchanged
29 Mariner, LLC 0.00% of their portfolio Overland Park, KS 38,71538.7k $1.8m $1.8m 0.00% Reduced -846 -846
30 Lion Street Advisors, LLC 0.58% of their portfolio Austin, TX 38,05438.1k $1.8m $1.8m 0.58% Unchanged
31 Atria Investments, Inc 0.02% of their portfolio Charlotte, NC 33,78133.8k $1.6m $1.6m 0.02% Added +13.0k +13,045
32 Aurora Private Wealth, Inc. 1.26% of their portfolio ROCKAWAY, NJ 33,12033.1k $1.6m $1.6m 1.26% Reduced -810 -810
33 NewEdge Wealth, LLC 0.03% of their portfolio STAMFORD, CT 32,54632.5k $1.6m $1.6m 0.03% Added +50 +50
34 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 31,31131.3k $1.5m $1.5m 0.00% Reduced -3.5k -3,533
35 1776 Wealth LLC 0.67% of their portfolio ATLANTA, GA 30,62630.6k $1.5m $1.5m 0.67% Reduced -2.6k -2,562
36 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 28,62628.6k $1.4m $1.4m 0.00% Added +11.9k +11,902
37 Kingsview Wealth Management, LLC 0.02% of their portfolio GRANTS PASS, OR 27,77627.8k $1.3m $1.3m 0.02% Reduced -1.1k -1,051
38 Prosperity Consulting Group, LLC 0.10% of their portfolio OWINGS MILLS, MD 27,08827.1k $1.3m $1.3m 0.10% Reduced -2.5k -2,480
39 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 26,80226.8k $1.3m $1.3m 0.00% Added +185 +185
40 Synergy Asset Management, LLC 0.16% of their portfolio VANCOUVER, WA 26,38226.4k $1.3m $1.3m 0.16% New
41 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.22% of their portfolio BLUE BELL, PA 24,74224.7k $1.2m $1.2m 0.22% Reduced -52 -52
42 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 24,12024.1k $1.1m $1.1m 0.00% Reduced -1.1k -1,077
43 Ameritas Advisory Services, LLC 0.05% of their portfolio Lincoln, NE 23,42523.4k $1.1m $1.1m 0.05% Added +1.6k +1,643
44 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 23,33123.3k $1.1m $1.1m 0.01% Reduced -149.0k -148,995
45 Integrity Financial Corp /WA 0.61% of their portfolio JACKSON, WY 22,69622.7k $1.1m $1.1m 0.61% Reduced -530 -530
46 WOLFF WIESE MAGANA LLC 0.73% of their portfolio CARSLBAD, CA 22,36822.4k $1.1m $1.1m 0.73% Unchanged
47 McCarthy & Cox 0.46% of their portfolio MARYSVILLE, OH 22,19022.2k $1.1m $1.1m 0.46% Reduced -367.2k -367,226
48 JOURNEY STRATEGIC WEALTH LLC 0.04% of their portfolio SUMMIT, NJ 21,15521.2k $1.0m $1.0m 0.04% Reduced -306 -306
49 FWG Investments, LLC. 1.12% of their portfolio LEXINGTON, KY 20,04020.0k $954.6k $954.6k 1.12% Reduced -1.9k -1,865
50 Strategic Blueprint, LLC 0.05% of their portfolio ATLANTA, GA 19,59319.6k $933.3k $933.3k 0.05% Added +4.6k +4,573
51 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 19,51519.5k $929.6k $929.6k 0.01% Reduced -937 -937
52 Accel Wealth Management 0.33% of their portfolio WAVERLY, IA 19,34219.3k $921.3k $921.3k 0.33% Reduced -1.1k -1,058
53 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 18,66618.7k $889.1k $889.1k 0.01% Reduced -825 -825
54 UBS Group AG 0.00% of their portfolio ZURICH, V8 16,58816.6k $790.2k $790.2k 0.00% Added +16.2k +16,248
55 FLAGSTAR SECURITIES, INC 0.20% of their portfolio New York, NY 16,31916.3k $777.3k $777.3k 0.20% Reduced -725 -725
56 FOUNDERS FINANCIAL SECURITIES LLC 0.06% of their portfolio TOWSON, MD 16,03716.0k $756.6k $756.6k 0.06% Added +4.9k +4,921
57 TFB Advisors LLC 0.20% of their portfolio OVERLAND PARK, KS 14,64714.6k $697.7k $697.7k 0.20% Added +3.5k +3,498
58 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 13,97414.0k $665.6k $665.6k 0.02% Reduced -230 -230
59 Orion Portfolio Solutions, LLC 0.00% of their portfolio Omaha, NE 13,33713.3k $644.0k $644.0k 0.00% Added +6.8k +6,790
60 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 13,25213.3k $631.2k $631.2k 0.00% Reduced -578 -578
61 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 13,24613.2k $631.0k $631.0k 0.00% Reduced -6.7k -6,684
62 SOA Wealth Advisors, LLC. 0.13% of their portfolio NEW YORK, NY 13,21913.2k $629.7k $629.7k 0.13% Unchanged
63 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 12,78112.8k $608.8k $608.8k 0.01% Reduced -1.9k -1,937
64 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 12,21912.2k $582.0k $582.0k 0.00% Reduced -4.4k -4,356
65 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 12,14412.1k $578.5k $578.5k 0.00% Reduced -559 -559
66 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 12,05412.1k $574.2k $574.2k 0.00% Added +331 +331
67 AIFG Consultants Ltd. 0.94% of their portfolio HALFMOON, NY 12,01612.0k $572.4k $572.4k 0.94% Reduced -705 -705
68 LM Advisors LLC 0.10% of their portfolio SAN DIEGO, CA 12,00012.0k $572.0k $572.0k 0.10% Unchanged
69 CoreCap Advisors, LLC 0.02% of their portfolio SOUTHFIELD, MI 11,87811.9k $565.8k $565.8k 0.02% Added +908 +908
70 Crown Wealth Group, LLC 0.29% of their portfolio Charlotte, NC 11,69911.7k $557.3k $557.3k 0.29% Unchanged
71 KINGSWOOD WEALTH ADVISORS, LLC 0.05% of their portfolio SAN DIEGO, CA 11,54911.5k $551.0k $551.0k 0.05% Reduced -9.1k -9,092
72 McKinley Carter Wealth Services, Inc. 0.03% of their portfolio WHEELING, WV 11,43811.4k $544.8k $544.8k 0.03% Unchanged
73 GTS SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 10,98111.0k $523.1k $523.1k 0.02% New
74 DHJJ Financial Advisors, Ltd. 0.21% of their portfolio NAPERVILLE, IL 10,71510.7k $510.4k $510.4k 0.21% Reduced -920 -920
75 WORLD EQUITY GROUP, INC. 0.14% of their portfolio SCHAUMBURG, IL 10,59910.6k $504.9k $504.9k 0.14% Added +2.2k +2,170
76 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 10,25510.3k $488.5k $488.5k 0.01% Unchanged
77 FSB PREMIER WEALTH MANAGEMENT, INC. 0.18% of their portfolio WATERLOO, IA 9,6959.7k $461.8k $461.8k 0.18% Reduced -300 -300
78 Griffith & Werner, Inc. 0.28% of their portfolio CANTON, GA 9,3639.4k $446.0k $446.0k 0.28% Unchanged
79 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 9,3169.3k $443.8k $443.8k 0.00% Unchanged
80 Outlook Wealth Advisors, LLC 0.12% of their portfolio SHENANDOAH, TX 9,1779.2k $437.1k $437.1k 0.12% Unchanged
81 Grantvest Financial Group LLC 0.35% of their portfolio MATAWAN, NJ 9,0379.0k $430.5k $430.5k 0.35% Unchanged
82 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 8,8288.8k $421.4k $421.4k 0.01% New
83 Capital Analysts, LLC 0.02% of their portfolio FORT WASHINGTON, PA 8,8038.8k $419.0k $419.0k 0.02% Reduced -55.2k -55,159
84 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 8,7868.8k $418.5k $418.5k 0.00% Reduced -150 -150
85 Harvest Investment Services, LLC 0.12% of their portfolio Oakbrook Terrace, IL 8,7638.8k $417.4k $417.4k 0.12% Reduced -284 -284
86 Beacon Financial Advisory LLC 0.13% of their portfolio CLEVELAND, OH 8,7208.7k $415.4k $415.4k 0.13% Unchanged
87 VestGen Investment Management 0.30% of their portfolio EGG HARBOR TOWNSHIP, NJ 8,4628.5k $403.1k $403.1k 0.30% Added +779 +779
88 Sowell Financial Services LLC 0.02% of their portfolio NORTH LITTLE ROCK, AR 8,3678.4k $398.6k $398.6k 0.02% New
89 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 8,2958.3k $395.1k $395.1k 0.00% Reduced -10.4k -10,438
90 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 8,1108.1k $386.3k $386.3k 0.00% Unchanged
91 CENTAURUS FINANCIAL, INC. 0.02% of their portfolio ANAHEIM, CA 7,9327.9k $378.0k $378.0k 0.02% Reduced -100 -100
92 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 7,7127.7k $367.4k $367.4k 0.01% Reduced -2.1k -2,093
93 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 7,5207.5k $354.0k $354.0k 0.01% Unchanged
94 Gallagher Fiduciary Advisors, LLC 0.01% of their portfolio ROLLING MEADOWS, IL 7,4707.5k $355.8k $355.8k 0.01% New
95 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 7,3377.3k $349.5k $349.5k 0.01% Added +77 +77
96 NEW WAVE WEALTH ADVISORS LLC 0.15% of their portfolio SPRINGDALE, AR 7,0007.0k $333.4k $333.4k 0.15% Reduced -2.0k -2,000
97 Sunbelt Securities, Inc. 0.03% of their portfolio HOUSTON, TX 6,8026.8k $324.0k $324.0k 0.03% Reduced -7.0k -6,954
98 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 6,7906.8k $323.4k $323.4k 0.00% Added +243 +243
99 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 6,7826.8k $323.1k $323.1k 0.01% Added +662 +662
100 Tanglewood Legacy Advisors, LLC 0.14% of their portfolio HOUSTON, TX 6,7706.8k $322.5k $322.5k 0.14% Reduced -4.0k -4,012