Vault-13

FIRST TR EXCHNG TRADED FD VI FJUL

FT VEST US EQT · ETP · CUSIP 33740U208

133 institutional holders -11 vs Q1 2025
6,202,1316.2m shares reported held*
$320.8mreported value*
10 new 23 added 66 reduced 19 sold out net bought ≈ $22.1m (+427.5k 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 ($13.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $51.73.

Trends to Q2 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: 144Q2 25: 133133Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025133

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 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 24Q1 25: 43 bought or addedQ1 25: 79 cut or sold outQ2 25: 33 bought or addedQ2 25: 85 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20237724
Q4 20234751
Q1 20245855
Q2 20241888
Q3 202410333
Q4 20244177
Q1 20254379
Q2 20253385

Biggest buyers

RAYMOND JAMES FINANCIAL INC Added +1,102,124+1.1m
Ferguson Shapiro LLC New +398,043+398.0k
LPL Financial LLC Added +52,372+52.4k
ASSETMARK, INC Added +43,576+43.6k
OneAscent Financial Services LLC New +32,133+32.1k
ROYAL BANK OF CANADA Added +19,304+19.3k
Rockefeller Capital Management L.P. Added +14,842+14.8k
OLD MISSION CAPITAL LLC New +12,883+12.9k
WOLVERINE TRADING, LLC New +9,707+9.7k
Grant Private Wealth Management Inc New +9,363+9.4k

Biggest sellers

ENVESTNET ASSET MANAGEMENT INC Reduced -362,789-362.8k
FSA WEALTH PARTNERS, INC. Sold out -327,931-327.9k
Cetera Investment Advisers Reduced -189,106-189.1k
CreativeOne Wealth, LLC Reduced -107,710-107.7k
Atria Investments, Inc Sold out -33,781-33.8k
OSAIC HOLDINGS, INC. Reduced -24,032-24.0k
CWM, LLC Reduced -21,063-21.1k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -20,572-20.6k
FLAGSTAR SECURITIES, INC Sold out -16,319-16.3k
Brookstone Capital Management Sold out -12,781-12.8k

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, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio ST. PETERSBURG, FL 1,808,5521.8m $93.6m $93.6m 0.03% Added +1.1m +1,102,124
2 Ferguson Shapiro LLC 6.94% of their portfolio DECATUR, GA 398,043398.0k $20.6m $20.6m 6.94% New
3 CWM, LLC 0.06% of their portfolio OMAHA, NE 350,344350.3k $18.1m $18.1m 0.06% Reduced -21.1k -21,063
4 ASSETMARK, INC 0.02% of their portfolio CONCORD, CA 180,587180.6k $9.3m $9.3m 0.02% Added +43.6k +43,576
5 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 174,478174.5k $9.0m $9.0m 0.01% Reduced -20.6k -20,572
6 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 153,062153.1k $7.9m $7.9m 0.01% Reduced -189.1k -189,106
7 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 151,626151.6k $7.8m $7.8m 0.00% Added +52.4k +52,372
8 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 150,263150.3k $7.7m $7.7m 0.01% Reduced -24.0k -24,032
9 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 134,045134.0k $6.9m $6.9m 0.00% Reduced -362.8k -362,789
10 SMART Wealth LLC 2.16% of their portfolio Omaha, NE 132,987133.0k $6.9m $6.9m 2.16% Added +4.1k +4,068
11 Bison Wealth, LLC 0.53% of their portfolio ATLANTA, GA 128,289128.3k $6.6m $6.6m 0.53% Reduced -4.2k -4,195
12 STEPHENS INC /AR/ 0.09% of their portfolio LITTLE ROCK, AR 126,482126.5k $6.5m $6.5m 0.09% Reduced -697 -697
13 REAP Financial Group, LLC 1.44% of their portfolio AUSTIN, TX 118,606118.6k $6.1m $6.1m 1.44% Reduced -4.3k -4,309
14 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 108,409108.4k $5.6m $5.6m 0.01% Reduced -4.1k -4,108
15 MBL Wealth, LLC 0.51% of their portfolio CHARLOTTE, NC 103,488103.5k $5.4m $5.4m 0.51% Reduced -1.1k -1,088
16 NOVEM GROUP 0.59% of their portfolio Rochester, NY 89,20389.2k $4.6m $4.6m 0.59% Reduced -400 -400
17 Keystone Wealth Services, LLC 1.02% of their portfolio PALM DESERT, CA 82,11382.1k $4.2m $4.2m 1.02% Added +2.2k +2,200
18 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 80,13680.1k $4.1m $4.1m 0.02% Added +1.6k +1,647
19 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 74,19974.2k $3.8m $3.8m 0.01% Added +2.3k +2,308
20 Main Street Financial Solutions, LLC 0.28% of their portfolio NEWTOWN, PA 73,76773.8k $3.8m $3.8m 0.28% Unchanged
21 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 68,86168.9k $3.6m $3.6m 0.01% Reduced -9.9k -9,854
22 BECK CAPITAL MANAGEMENT, LLC 0.80% of their portfolio AUSTIN, TX 62,03462.0k $3.2m $3.2m 0.80% Reduced -601 -601
23 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 55,06855.1k $2.8m $2.8m 0.01% Added +736 +736
24 Opes Wealth Management LLC 0.45% of their portfolio MENLO PARK, CA 48,85348.9k $2.5m $2.5m 0.45% Added +1.1k +1,093
25 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 46,10646.1k $2.4m $2.4m 0.00% Added +19.3k +19,304
26 CreativeOne Wealth, LLC 0.06% of their portfolio OVERLAND PARK, KS 44,81644.8k $2.3m $2.3m 0.06% Reduced -107.7k -107,710
27 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 38,96239.0k $2.0m $2.0m 0.00% Added +14.8k +14,842
28 Schulz Wealth, LTD. 1.50% of their portfolio MANSFIELD, TX 38,89238.9k $2.0m $2.0m 1.50% Reduced -1.6k -1,576
29 Midwest Financial Network, LLC 1.98% of their portfolio TINLEY PARK, IL 38,60938.6k $2.0m $2.0m 1.98% Reduced -5.7k -5,693
30 Mariner, LLC 0.00% of their portfolio Overland Park, KS 38,48238.5k $2.0m $2.0m 0.00% Reduced -233 -233
31 OneDigital Investment Advisors LLC 0.02% of their portfolio OVERLAND PARK, KS 38,23238.2k $2.0m $2.0m 0.02% Reduced -2.4k -2,400
32 Aurora Private Wealth, Inc. 1.27% of their portfolio ROCKAWAY, NJ 33,12033.1k $1.7m $1.7m 1.27% Unchanged
33 OneAscent Financial Services LLC 0.12% of their portfolio BIRMINGHAM, AL 32,13332.1k $1.7m $1.7m 0.12% New
34 NewEdge Wealth, LLC 0.03% of their portfolio STAMFORD, CT 31,72031.7k $1.7m $1.7m 0.03% Reduced -826 -826
35 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 31,22731.2k $1.6m $1.6m 0.00% Reduced -84 -84
36 1776 Wealth LLC 0.65% of their portfolio ATLANTA, GA 30,62630.6k $1.6m $1.6m 0.65% Unchanged
37 Lion Street Advisors, LLC 0.46% of their portfolio Austin, TX 29,28229.3k $1.5m $1.5m 0.46% Reduced -8.8k -8,772
38 Kingsview Wealth Management, LLC 0.02% of their portfolio GRANTS PASS, OR 27,44227.4k $1.4m $1.4m 0.02% Reduced -334 -334
39 Synergy Asset Management, LLC 0.15% of their portfolio VANCOUVER, WA 26,00726.0k $1.3m $1.3m 0.15% Reduced -375 -375
40 Prosperity Consulting Group, LLC 0.10% of their portfolio OWINGS MILLS, MD 25,48825.5k $1.3m $1.3m 0.10% Reduced -1.6k -1,600
41 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.21% of their portfolio BLUE BELL, PA 24,34824.3k $1.3m $1.3m 0.21% Reduced -394 -394
42 Ameritas Advisory Services, LLC 0.06% of their portfolio Lincoln, NE 23,29823.3k $1.2m $1.2m 0.06% Reduced -127 -127
43 WOLFF WIESE MAGANA LLC 0.72% of their portfolio CARSLBAD, CA 22,36822.4k $1.2m $1.2m 0.72% Unchanged
44 McCarthy & Cox 0.30% of their portfolio MARYSVILLE, OH 22,19022.2k $1.1m $1.1m 0.30% Unchanged
45 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 21,58021.6k $1.1m $1.1m 0.01% Reduced -1.8k -1,751
46 Strategic Blueprint, LLC 0.05% of their portfolio ATLANTA, GA 21,43021.4k $1.1m $1.1m 0.05% Added +1.8k +1,837
47 Integrity Financial Corp /WA 0.56% of their portfolio JACKSON, WY 21,37421.4k $1.1m $1.1m 0.56% Reduced -1.3k -1,322
48 JOURNEY STRATEGIC WEALTH LLC 0.03% of their portfolio SUMMIT, NJ 19,85019.9k $1.0m $1.0m 0.03% Reduced -1.3k -1,305
49 Accel Wealth Management 0.33% of their portfolio WAVERLY, IA 19,33319.3k $1.0m $1.0m 0.33% Reduced -9 -9
50 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 18,44118.4k $954.1k $954.1k 0.01% Reduced -225 -225
51 FWG Investments, LLC. 0.72% of their portfolio LEXINGTON, KY 18,19918.2k $941.6k $941.6k 0.72% Reduced -1.8k -1,841
52 FOUNDERS FINANCIAL SECURITIES LLC 0.07% of their portfolio TOWSON, MD 17,41717.4k $901.1k $901.1k 0.07% Added +1.4k +1,380
53 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 17,11017.1k $885.3k $885.3k 0.00% Reduced -11.5k -11,516
54 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 13,92813.9k $720.6k $720.6k 0.02% Reduced -46 -46
55 UBS Group AG 0.00% of their portfolio ZURICH, V8 13,84513.8k $716.3k $716.3k 0.00% Reduced -2.7k -2,743
56 Sunbelt Securities, Inc. 0.06% of their portfolio HOUSTON, TX 13,75613.8k $673.6k $673.6k 0.06% Added +7.0k +6,954
57 TFB Advisors LLC 0.19% of their portfolio OVERLAND PARK, KS 13,72513.7k $710.1k $710.1k 0.19% Reduced -922 -922
58 SOA Wealth Advisors, LLC. 0.13% of their portfolio NEW YORK, NY 13,21913.2k $683.9k $683.9k 0.13% Unchanged
59 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 12,88312.9k $666.6k $666.6k 0.02% New
60 CoreCap Advisors, LLC 0.03% of their portfolio SOUTHFIELD, MI 12,82912.8k $663.8k $663.8k 0.03% Added +951 +951
61 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 12,16512.2k $635.4k $635.4k 0.00% Reduced -1.1k -1,087
62 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 12,12412.1k $627.3k $627.3k 0.00% Reduced -20 -20
63 LM Advisors LLC 0.08% of their portfolio SAN DIEGO, CA 12,00012.0k $621.0k $621.0k 0.08% Unchanged
64 Harvest Investment Services, LLC 0.14% of their portfolio Oakbrook Terrace, IL 11,75511.8k $608.2k $608.2k 0.14% Added +3.0k +2,992
65 Crown Wealth Group, LLC 0.23% of their portfolio Charlotte, NC 11,69911.7k $605.3k $605.3k 0.23% Unchanged
66 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 11,56811.6k $598.5k $598.5k 0.00% Reduced -7.9k -7,947
67 McKinley Carter Wealth Services, Inc. 0.03% of their portfolio WHEELING, WV 11,43811.4k $591.8k $591.8k 0.03% Unchanged
68 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 11,31011.3k $585.2k $585.2k 0.01% Added +4.5k +4,528
69 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 11,25511.3k $582.3k $582.3k 0.01% Added +1.0k +1,000
70 GTS SECURITIES LLC 0.03% of their portfolio NEW YORK, NY 10,98111.0k $568.2k $568.2k 0.03% Unchanged
71 KINGSWOOD WEALTH ADVISORS, LLC 0.04% of their portfolio SAN DIEGO, CA 9,97710.0k $516.2k $516.2k 0.04% Reduced -1.6k -1,572
72 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 9,8999.9k $512.2k $512.2k 0.00% Reduced -3.3k -3,347
73 DHJJ Financial Advisors, Ltd. 0.18% of their portfolio NAPERVILLE, IL 9,7219.7k $503.0k $503.0k 0.18% Reduced -994 -994
74 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 9,7149.7k $502.6k $502.6k 0.00% Added +928 +928
75 WOLVERINE TRADING, LLC 0.01% of their portfolio CHICAGO, IL 9,7079.7k $499.6k $499.6k 0.01% New
76 Grant Private Wealth Management Inc 0.27% of their portfolio PLEASANTON, CA 9,3639.4k $484.4k $484.4k 0.27% New
77 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 9,3169.3k $482.0k $482.0k 0.00% Unchanged
78 Outlook Wealth Advisors, LLC 0.12% of their portfolio SHENANDOAH, TX 9,1779.2k $474.8k $474.8k 0.12% Unchanged
79 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 9,0229.0k $479.1k $479.1k 0.01% Added +1.5k +1,502
80 Grantvest Financial Group LLC 0.35% of their portfolio MATAWAN, NJ 9,0009.0k $465.7k $465.7k 0.35% Reduced -37 -37
81 FSB PREMIER WEALTH MANAGEMENT, INC. 0.16% of their portfolio WATERLOO, IA 8,9138.9k $461.2k $461.2k 0.16% Reduced -782 -782
82 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 8,7788.8k $454.2k $454.2k 0.01% Reduced -50 -50
83 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 8,1108.1k $419.6k $419.6k 0.00% Unchanged
84 CENTAURUS FINANCIAL, INC. 0.02% of their portfolio ANAHEIM, CA 7,9327.9k $410.0k $410.0k 0.02% Unchanged
85 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 7,7647.8k $401.7k $401.7k 0.00% Reduced -4.3k -4,290
86 AIFG Consultants Ltd. 0.78% of their portfolio HALFMOON, NY 7,7247.7k $399.6k $399.6k 0.78% Reduced -4.3k -4,292
87 Sowell Financial Services LLC 0.02% of their portfolio NORTH LITTLE ROCK, AR 7,5317.5k $389.6k $389.6k 0.02% Reduced -836 -836
88 Tanglewood Legacy Advisors, LLC 0.15% of their portfolio HOUSTON, TX 6,9517.0k $359.6k $359.6k 0.15% Added +181 +181
89 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 6,7806.8k $350.8k $350.8k 0.01% Reduced -557 -557
90 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 6,7696.8k $350.2k $350.2k 0.00% Added +5.5k +5,466
91 Buck Wealth Strategies, LLC 0.05% of their portfolio DENVER, CO 6,7316.7k $348.3k $348.3k 0.05% New
92 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 6,6506.7k $344.1k $344.1k 0.01% New
93 StoneX Group Inc. 0.02% of their portfolio NEW YORK, NY 6,5006.5k $336.3k $336.3k 0.02% Reduced -72 -72
94 Sage Capital Advisors,llc 0.08% of their portfolio SIOUX FALLS, SD 6,5006.5k $336.3k $336.3k 0.08% Reduced -88 -88
95 ARBOR CAPITAL MANAGEMENT INC /ADV 0.29% of their portfolio ANCHORAGE, AK 6,3476.3k $333.5k $333.5k 0.29% Reduced -350 -350
96 GPS Wealth Strategies Group, LLC 0.04% of their portfolio CENTENNIAL, CO 6,0026.0k $310.5k $310.5k 0.04% Unchanged
97 LANARK FINANCIAL, INC. 0.02% of their portfolio BIRMINGHAM, AL 5,5435.5k $286.0k $286.0k 0.02% Unchanged
98 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 5,4795.5k $283.5k $283.5k 0.00% Reduced -48 -48
99 Signal Advisors Wealth, LLC 0.02% of their portfolio DETROIT, MI 5,4475.4k $281.8k $281.8k 0.02% Reduced -87 -87
100 NWF Advisory Services Inc. 0.03% of their portfolio Los Angeles, CA 5,3755.4k $278.1k $278.1k 0.03% Reduced -650 -650