Vault-13

FIRST TR EXCHNG TRADED FD VI FJUL

FT VEST US EQT · ETP · CUSIP 33740U208

152 institutional holders +19 vs Q2 2025
6,616,3186.6m shares reported held*
$361.8mreported value*
30 new 57 added 37 reduced 12 sold out net bought ≈ $19.0m (+347.2k 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 ≈ $54.68.

Trends to Q3 2025

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 80Q4 22: 80Q1 23: 87Q2 23: 88Q3 23: 111Q4 23: 115Q1 24: 129Q2 24: 113Q3 24: 145Q4 24: 150Q1 25: 144Q2 25: 133Q3 25: 152152Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025152

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q4 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 25Q2 25: 33 bought or addedQ2 25: 85 cut or sold outQ3 25: 87 bought or addedQ3 25: 49 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20234751
Q1 20245855
Q2 20241888
Q3 202410333
Q4 20244177
Q1 20254379
Q2 20253385
Q3 20258749

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +586,368+586.4k
Cetera Investment Advisers Added +235,476+235.5k
Atria Investments, Inc New +123,394+123.4k
MML INVESTORS SERVICES, LLC Added +123,255+123.3k
Motiv8 Investments LLC New +118,866+118.9k
Onyx Bridge Wealth Group LLC New +114,986+115.0k
MGO ONE SEVEN LLC Added +76,547+76.5k
COMMONWEALTH EQUITY SERVICES, LLC Added +61,629+61.6k
Synergy Asset Management, LLC Added +52,846+52.8k
OSAIC HOLDINGS, INC. Added +42,309+42.3k

Biggest sellers

RAYMOND JAMES FINANCIAL INC Reduced -1,220,388-1.2m
Bison Wealth, LLC Sold out -128,289-128.3k
OneAscent Financial Services LLC Sold out -32,133-32.1k
Lion Street Advisors, LLC Sold out -29,282-29.3k
ROYAL BANK OF CANADA Reduced -25,833-25.8k
WOLFF WIESE MAGANA LLC Sold out -22,368-22.4k
Rockefeller Capital Management L.P. Reduced -21,366-21.4k
Main Street Financial Solutions, LLC Reduced -21,280-21.3k
OneDigital Investment Advisors LLC Reduced -20,659-20.7k
Kingsview Wealth Management, LLC Reduced -18,810-18.8k

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, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 720,413720.4k $39.4m $39.4m 0.01% Added +586.4k +586,368
2 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 588,164588.2k $32.2m $32.2m 0.01% Reduced -1.2m -1,220,388
3 Ferguson Shapiro LLC 7.10% of their portfolio DECATUR, GA 400,944400.9k $21.9m $21.9m 7.10% Added +2.9k +2,901
4 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 388,538388.5k $21.3m $21.3m 0.02% Added +235.5k +235,476
5 CWM, LLC 0.06% of their portfolio OMAHA, NE 351,054351.1k $19.2m $19.2m 0.06% Added +710 +710
6 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 236,107236.1k $12.9m $12.9m 0.02% Added +61.6k +61,629
7 ASSETMARK, INC 0.02% of their portfolio CONCORD, CA 200,936200.9k $11.0m $11.0m 0.02% Added +20.3k +20,349
8 MML INVESTORS SERVICES, LLC 0.03% of their portfolio SPRINGFIELD, MA 197,454197.5k $10.8m $10.8m 0.03% Added +123.3k +123,255
9 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 192,572192.6k $10.4m $10.4m 0.01% Added +42.3k +42,309
10 REAP Financial Group, LLC 1.75% of their portfolio AUSTIN, TX 146,925146.9k $8.0m $8.0m 1.75% Added +28.3k +28,319
11 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 141,451141.5k $7.7m $7.7m 0.00% Reduced -10.2k -10,175
12 Atria Investments, Inc 0.08% of their portfolio Charlotte, NC 123,394123.4k $6.8m $6.8m 0.08% New
13 STEPHENS INC /AR/ 0.09% of their portfolio LITTLE ROCK, AR 122,115122.1k $6.7m $6.7m 0.09% Reduced -4.4k -4,367
14 Motiv8 Investments LLC 3.46% of their portfolio PORT ST. LUCIE, FL 118,866118.9k $6.5m $6.5m 3.46% New
15 SMART Wealth LLC 2.38% of their portfolio Omaha, NE 115,153115.2k $6.3m $6.3m 2.38% Reduced -17.8k -17,834
16 Onyx Bridge Wealth Group LLC 0.68% of their portfolio TARRYTOWN, NY 114,986115.0k $6.3m $6.3m 0.68% New
17 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 108,409108.4k $5.9m $5.9m 0.01% Unchanged
18 NOVEM GROUP 0.63% of their portfolio Rochester, NY 96,82896.8k $5.3m $5.3m 0.63% Added +7.6k +7,625
19 MBL Wealth, LLC 0.46% of their portfolio CHARLOTTE, NC 95,68895.7k $5.2m $5.2m 0.46% Reduced -7.8k -7,800
20 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 91,19891.2k $5.0m $5.0m 0.01% Added +22.3k +22,337
21 BAM Wealth Management, LLC 3.83% of their portfolio LAKEWOOD, CO 90,36590.4k $4.9m $4.9m 3.83% First filing
22 MGO ONE SEVEN LLC 0.11% of their portfolio Beachwood, OH 83,19783.2k $4.6m $4.6m 0.11% Added +76.5k +76,547
23 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 80,61280.6k $4.4m $4.4m 0.02% Added +476 +476
24 Synergy Asset Management, LLC 0.15% of their portfolio VANCOUVER, WA 78,85378.9k $4.2m $4.2m 0.15% Added +52.8k +52,846
25 Keystone Wealth Services, LLC 0.92% of their portfolio PALM DESERT, CA 77,42077.4k $4.2m $4.2m 0.92% Reduced -4.7k -4,693
26 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 60,97361.0k $3.3m $3.3m 0.01% Added +5.9k +5,905
27 BECK CAPITAL MANAGEMENT, LLC 0.77% of their portfolio AUSTIN, TX 60,84760.8k $3.3m $3.3m 0.77% Reduced -1.2k -1,187
28 CreativeOne Wealth, LLC 0.07% of their portfolio OVERLAND PARK, KS 55,97356.0k $3.1m $3.1m 0.07% Added +11.2k +11,157
29 Main Street Financial Solutions, LLC 0.18% of their portfolio NEWTOWN, PA 52,48752.5k $2.9m $2.9m 0.18% Reduced -21.3k -21,280
30 Opes Wealth Management LLC 0.47% of their portfolio MENLO PARK, CA 48,90348.9k $2.7m $2.7m 0.47% Added +50 +50
31 Midwest Financial Network, LLC 1.77% of their portfolio TINLEY PARK, IL 39,76739.8k $2.2m $2.2m 1.77% Added +1.2k +1,158
32 Schulz Wealth, LTD. 1.38% of their portfolio MANSFIELD, TX 38,17038.2k $2.1m $2.1m 1.38% Reduced -722 -722
33 Mariner, LLC 0.00% of their portfolio Overland Park, KS 36,52136.5k $2.0m $2.0m 0.00% Reduced -2.0k -1,961
34 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 35,14235.1k $1.9m $1.9m 0.00% Added +3.9k +3,915
35 Apollon Wealth Management, LLC 0.03% of their portfolio MOUNT PLEASANT, SC 34,59834.6k $1.9m $1.9m 0.03% New
36 NewEdge Wealth, LLC 0.02% of their portfolio STAMFORD, CT 31,63231.6k $1.7m $1.7m 0.02% Reduced -88 -88
37 FWG Investments, LLC. 1.07% of their portfolio LEXINGTON, KY 28,50328.5k $1.6m $1.6m 1.07% Added +10.3k +10,304
38 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 28,47528.5k $1.6m $1.6m 0.00% Added +18.8k +18,761
39 Integrity Financial Corp /WA 0.72% of their portfolio JACKSON, WY 27,58127.6k $1.5m $1.5m 0.72% Added +6.2k +6,207
40 1776 Wealth LLC 0.57% of their portfolio ATLANTA, GA 26,81526.8k $1.5m $1.5m 0.57% Reduced -3.8k -3,811
41 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 26,13326.1k $1.4m $1.4m 0.00% Added +14.0k +13,968
42 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.20% of their portfolio BLUE BELL, PA 24,00724.0k $1.3m $1.3m 0.20% Reduced -341 -341
43 Concurrent Investment Advisors, LLC 0.02% of their portfolio Tampa, FL 23,33523.3k $1.3m $1.3m 0.02% Added +19.0k +19,008
44 McCarthy & Cox 0.29% of their portfolio MARYSVILLE, OH 23,30823.3k $1.3m $1.3m 0.29% Added +1.1k +1,118
45 Semus Wealth Partners LLC 0.72% of their portfolio Boca Raton, FL 23,18623.2k $1.3m $1.3m 0.72% New
46 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 21,81121.8k $1.2m $1.2m 0.01% Added +231 +231
47 Bleakley Financial Group, LLC 0.03% of their portfolio PARSIPPANY, NJ 21,72421.7k $1.2m $1.2m 0.03% New
48 FOUNDERS FINANCIAL SECURITIES LLC 0.08% of their portfolio TOWSON, MD 21,66921.7k $1.2m $1.2m 0.08% Added +4.3k +4,252
49 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 20,27320.3k $1.1m $1.1m 0.00% Reduced -25.8k -25,833
50 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 19,53419.5k $1.1m $1.1m 0.02% Added +5.6k +5,606
51 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 19,30619.3k $990.5k $990.5k 0.00% Added +10.0k +9,990
52 SOA Wealth Advisors, LLC. 0.18% of their portfolio NEW YORK, NY 19,14119.1k $1.0m $1.0m 0.18% Added +5.9k +5,922
53 Accel Wealth Management 0.30% of their portfolio WAVERLY, IA 18,99119.0k $1.0m $1.0m 0.30% Reduced -342 -342
54 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 18,09818.1k $990.5k $990.5k 0.00% Added +988 +988
55 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 17,59617.6k $963.0k $963.0k 0.00% Reduced -21.4k -21,366
56 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 17,57317.6k $961.8k $961.8k 0.01% Reduced -20.7k -20,659
57 Prosperity Consulting Group, LLC 0.05% of their portfolio OWINGS MILLS, MD 17,26517.3k $944.9k $944.9k 0.05% Reduced -8.2k -8,223
58 Legacy Wealth Managment, LLC/ID 0.42% of their portfolio BOISE, ID 16,99617.0k $930.2k $930.2k 0.42% New
59 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 16,89716.9k $924.8k $924.8k 0.00% New
60 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 15,92915.9k $871.8k $871.8k 0.02% Added +11.9k +11,932
61 KINGSWOOD WEALTH ADVISORS, LLC 0.05% of their portfolio SAN DIEGO, CA 14,60314.6k $799.2k $799.2k 0.05% Added +4.6k +4,626
62 CREATIVE FINANCIAL DESIGNS INC /ADV 0.05% of their portfolio KOKOMO, IN 14,56414.6k $797.1k $797.1k 0.05% Added +12.1k +12,050
63 VestGen Investment Management 0.47% of their portfolio EGG HARBOR TOWNSHIP, NJ 14,14714.1k $774.3k $774.3k 0.47% New
64 Tanglewood Legacy Advisors, LLC 0.29% of their portfolio HOUSTON, TX 13,83313.8k $757.1k $757.1k 0.29% Added +6.9k +6,882
65 RFG Advisory, LLC 0.02% of their portfolio BIRMINGHAM, AL 13,59413.6k $744.0k $744.0k 0.02% Added +2.3k +2,284
66 TFB Advisors LLC 0.21% of their portfolio OVERLAND PARK, KS 13,35113.4k $727.4k $727.4k 0.21% Reduced -374 -374
67 CoreCap Advisors, LLC 0.03% of their portfolio SOUTHFIELD, MI 13,08613.1k $716.2k $716.2k 0.03% Added +257 +257
68 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.01% of their portfolio IRVING, TX 13,04213.0k $713.8k $713.8k 0.01% New
69 Ameritas Advisory Services, LLC 0.05% of their portfolio Lincoln, NE 12,80612.8k $700.9k $700.9k 0.05% Reduced -10.5k -10,492
70 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 12,78612.8k $699.8k $699.8k 0.01% Reduced -5.7k -5,655
71 McKinley Carter Wealth Services, Inc. 0.04% of their portfolio WHEELING, WV 12,75612.8k $698.1k $698.1k 0.04% Added +1.3k +1,318
72 Gallagher Fiduciary Advisors, LLC 0.02% of their portfolio ROLLING MEADOWS, IL 12,17112.2k $666.1k $666.1k 0.02% New
73 LM Advisors LLC 0.09% of their portfolio SAN DIEGO, CA 12,00012.0k $657.0k $657.0k 0.09% Unchanged
74 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 11,79211.8k $645.3k $645.3k 0.01% New
75 Crown Wealth Group, LLC 0.19% of their portfolio Charlotte, NC 11,69911.7k $640.3k $640.3k 0.19% Unchanged
76 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 11,33611.3k $620.4k $620.4k 0.00% Reduced -232 -232
77 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 11,25511.3k $616.0k $616.0k 0.01% Unchanged
78 WORLD EQUITY GROUP, INC. 0.14% of their portfolio SCHAUMBURG, IL 11,24511.2k $615.4k $615.4k 0.14% New
79 CENTAURUS FINANCIAL, INC. 0.03% of their portfolio ANAHEIM, CA 11,10811.1k $608.0k $608.0k 0.03% Added +3.2k +3,176
80 DHJJ Financial Advisors, Ltd. 0.20% of their portfolio NAPERVILLE, IL 10,97711.0k $600.8k $600.8k 0.20% Added +1.3k +1,256
81 Sunbelt Securities, Inc. 0.04% of their portfolio HOUSTON, TX 10,82410.8k $592.4k $592.4k 0.04% Reduced -2.9k -2,932
82 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 10,71510.7k $586.4k $586.4k 0.00% Reduced -1.4k -1,409
83 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 10,42910.4k $570.8k $570.8k 0.00% Added +2.7k +2,665
84 Harvest Investment Services, LLC 0.11% of their portfolio Oakbrook Terrace, IL 10,28210.3k $562.7k $562.7k 0.11% Reduced -1.5k -1,473
85 Grantvest Financial Group LLC 0.39% of their portfolio MATAWAN, NJ 10,19810.2k $558.1k $558.1k 0.39% Added +1.2k +1,198
86 Faithward Advisors, LLC 0.08% of their portfolio LANCASTER, PA 10,16110.2k $556.1k $556.1k 0.08% New
87 Sowell Financial Services LLC 0.02% of their portfolio NORTH LITTLE ROCK, AR 9,7779.8k $535.1k $535.1k 0.02% Added +2.2k +2,246
88 FSB PREMIER WEALTH MANAGEMENT, INC. 0.17% of their portfolio WATERLOO, IA 9,5959.6k $525.1k $525.1k 0.17% Added +682 +682
89 Griffith & Werner, Inc. 0.27% of their portfolio CANTON, GA 9,3639.4k $517.7k $517.7k 0.27% First filing
90 Outlook Wealth Advisors, LLC 0.13% of their portfolio SHENANDOAH, TX 9,1779.2k $502.3k $502.3k 0.13% Unchanged
91 Stonebridge Financial Group, LLC 0.04% of their portfolio Wormleysburg, PA 9,1709.2k $501.9k $501.9k 0.04% New
92 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 9,0229.0k $496.1k $496.1k 0.01% Unchanged
93 Strategic Blueprint, LLC 0.02% of their portfolio ATLANTA, GA 8,8308.8k $483.3k $483.3k 0.02% Reduced -12.6k -12,600
94 Kingsview Wealth Management, LLC 0.01% of their portfolio GRANTS PASS, OR 8,6328.6k $472.4k $472.4k 0.01% Reduced -18.8k -18,810
95 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 8,6288.6k $472.2k $472.2k 0.01% Added +1.8k +1,848
96 Signal Advisors Wealth, LLC 0.04% of their portfolio DETROIT, MI 8,5698.6k $469.0k $469.0k 0.04% Added +3.1k +3,122
97 JOURNEY STRATEGIC WEALTH LLC 0.01% of their portfolio SUMMIT, NJ 8,2268.2k $450.2k $450.2k 0.01% Reduced -11.6k -11,624
98 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 8,1108.1k $443.9k $443.9k 0.00% Unchanged
99 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 7,8487.8k $430.0k $430.0k 0.00% New
100 AIFG Consultants Ltd. 0.75% of their portfolio HALFMOON, NY 7,7247.7k $422.7k $422.7k 0.75% Unchanged