Vault-13

FIRST TR EXCHNG TRADED FD VI FJUL

FT VEST US EQT · ETP · CUSIP 33740U208

149 institutional holders -15 vs Q4 2025
4,881,2594.9m shares reported held*
$267.2mreported value*
8 new 24 added 70 reduced 19 sold out net sold ≈ $63.6m (-1.2m 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 ($13.8k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $54.75.

Trends to Q1 2026

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: 152Q4 25: 164Q1 26: 149149Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q4 2025164
Q1 2026149

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 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 25Q4 25: 45 bought or addedQ4 25: 83 cut or sold outQ1 26: 32 bought or addedQ1 26: 89 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20241888
Q3 202410333
Q4 20244177
Q1 20254379
Q2 20253385
Q3 20258749
Q4 20254583
Q1 20263289

Biggest buyers

Keystone Wealth Services, LLC New +66,211+66.2k
Rockefeller Capital Management L.P. Added +48,406+48.4k
Concurrent Investment Advisors, LLC Added +28,357+28.4k
Kestra Advisory Services, LLC Added +26,972+27.0k
ASSETMARK, INC Added +24,256+24.3k
Gateway Wealth Partners, LLC New +6,298+6.3k
HighTower Advisors, LLC Added +4,898+4.9k
Pacific Excel Wealth Advisors, Inc. New +4,597+4.6k
HRT FINANCIAL LP New +4,347+4.3k
HARBOUR INVESTMENTS, INC. Added +4,346+4.3k

Biggest sellers

ENVESTNET ASSET MANAGEMENT INC Reduced -280,014-280.0k
Cetera Investment Advisers Reduced -152,974-153.0k
Atria Investments, Inc Sold out -119,801-119.8k
NOVEM GROUP Sold out -96,343-96.3k
BAM Wealth Management, LLC Sold out -80,111-80.1k
RAYMOND JAMES FINANCIAL INC Reduced -67,265-67.3k
Janney Montgomery Scott LLC Sold out -59,272-59.3k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -56,394-56.4k
STEPHENS INC /AR/ Reduced -51,412-51.4k
CreativeOne Wealth, LLC Reduced -44,130-44.1k

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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 507,759507.8k $27.8m $27.8m 0.01% Reduced -67.3k -67,265
2 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 433,160433.2k $23.7m $23.7m 0.01% Reduced -280.0k -280,014
3 CWM, LLC 0.05% of their portfolio OMAHA, NE 320,955321.0k $17.6m $17.6m 0.05% Reduced -11.1k -11,136
4 ASSETMARK, INC 0.03% of their portfolio CONCORD, CA 255,851255.9k $14.0m $14.0m 0.03% Added +24.3k +24,256
5 MML INVESTORS SERVICES, LLC 0.03% of their portfolio SPRINGFIELD, MA 182,171182.2k $10.0m $10.0m 0.03% Reduced -29.7k -29,719
6 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 174,461174.5k $9.5m $9.5m 0.01% Reduced -153.0k -152,974
7 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 173,683173.7k $9.5m $9.5m 0.01% Reduced -56.4k -56,394
8 REAP Financial Group, LLC 1.52% of their portfolio AUSTIN, TX 140,378140.4k $7.7m $7.7m 1.52% Reduced -1.8k -1,776
9 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 126,103126.1k $6.9m $6.9m 0.00% Reduced -8.8k -8,821
10 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 120,848120.8k $6.6m $6.6m 0.01% Reduced -15.4k -15,437
11 Onyx Bridge Wealth Group LLC 0.64% of their portfolio TARRYTOWN, NY 109,308109.3k $6.0m $6.0m 0.64% Reduced -4.7k -4,715
12 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 108,908108.9k $6.0m $6.0m 0.02% Added +27.0k +26,972
13 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 107,774107.8k $5.9m $5.9m 0.01% Unchanged
14 SACKS & ASSOCIATES, LLC 4.21% of their portfolio WARREN, NJ 103,582103.6k $5.7m $5.7m 4.21% Reduced -1.1k -1,113
15 SMART Wealth LLC 1.59% of their portfolio Omaha, NE 99,35899.4k $5.4m $5.4m 1.59% Reduced -4.6k -4,599
16 MBL Wealth, LLC 0.38% of their portfolio CHARLOTTE, NC 91,40691.4k $5.0m $5.0m 0.38% Reduced -2.7k -2,722
17 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 88,51488.5k $4.8m $4.8m 0.01% Reduced -610 -610
18 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 78,65378.7k $4.3m $4.3m 0.01% Added +48.4k +48,406
19 MGO ONE SEVEN LLC 0.08% of their portfolio Beachwood, OH 76,64976.6k $4.2m $4.2m 0.08% Reduced -5.8k -5,764
20 Keystone Wealth Services, LLC 0.77% of their portfolio PALM DESERT, CA 66,21166.2k $3.6m $3.6m 0.77% New
21 BECK CAPITAL MANAGEMENT, LLC 0.72% of their portfolio AUSTIN, TX 57,40357.4k $3.1m $3.1m 0.72% Reduced -1.2k -1,179
22 STEPHENS INC /AR/ 0.04% of their portfolio LITTLE ROCK, AR 54,94854.9k $3.0m $3.0m 0.04% Reduced -51.4k -51,412
23 Concurrent Investment Advisors, LLC 0.03% of their portfolio Tampa, FL 52,45852.5k $2.9m $2.9m 0.03% Added +28.4k +28,357
24 Main Street Financial Solutions, LLC 0.20% of their portfolio NEWTOWN, PA 49,64349.6k $2.7m $2.7m 0.20% Reduced -964 -964
25 Mariner, LLC 0.00% of their portfolio Overland Park, KS 36,96737.0k $2.0m $2.0m 0.00% Reduced -987 -987
26 Apollon Wealth Management, LLC 0.03% of their portfolio MOUNT PLEASANT, SC 34,48034.5k $1.9m $1.9m 0.03% Unchanged
27 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 34,21434.2k $1.9m $1.9m 0.00% Added +4.9k +4,898
28 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 33,26233.3k $1.8m $1.8m 0.00% Reduced -941 -941
29 Aurora Private Wealth, Inc. 1.31% of their portfolio ROCKAWAY, NJ 33,03933.0k $1.8m $1.8m 1.31% Reduced -5.0k -5,044
30 NewEdge Wealth, LLC 0.02% of their portfolio STAMFORD, CT 31,63231.6k $1.7m $1.7m 0.02% Unchanged
31 INTEGRITY ALLIANCE, LLC. 0.06% of their portfolio Urbandale, IA 29,93529.9k $1.6m $1.6m 0.06% Reduced -14.7k -14,658
32 Synergy Asset Management, LLC 0.16% of their portfolio VANCOUVER, WA 27,33527.3k $1.5m $1.5m 0.16% Reduced -4.5k -4,543
33 1776 Wealth LLC 0.58% of their portfolio ATLANTA, GA 26,81526.8k $1.5m $1.5m 0.58% Unchanged
34 FOUNDERS FINANCIAL SECURITIES LLC 0.08% of their portfolio TOWSON, MD 26,66626.7k $1.5m $1.5m 0.08% Added +2.2k +2,220
35 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 26,54726.5k $1.5m $1.5m 0.00% Reduced -10.1k -10,077
36 Strategic Blueprint, LLC 0.08% of their portfolio ATLANTA, GA 26,10926.1k $1.4m $1.4m 0.08% Added +3.3k +3,284
37 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 25,88525.9k $1.4m $1.4m 0.02% Added +4.3k +4,346
38 FWG Investments, LLC. 0.89% of their portfolio LEXINGTON, KY 25,56825.6k $1.4m $1.4m 0.89% Reduced -2.0k -2,027
39 Integrity Financial Corp /WA 0.69% of their portfolio JACKSON, WY 25,32425.3k $1.4m $1.4m 0.69% Reduced -1.8k -1,755
40 MONEY CONCEPTS CAPITAL CORP 0.07% of their portfolio PALM BEACH GARDENS, FL 23,39423.4k $1.3m $1.3m 0.07% Added +3.2k +3,186
41 KINTRA WEALTH, LLC 0.09% of their portfolio WILLIAMSPORT, PA 23,12623.1k $1.3m $1.3m 0.09% Added +540 +540
42 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.18% of their portfolio BLUE BELL, PA 22,44722.4k $1.2m $1.2m 0.18% Reduced -1.5k -1,540
43 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 21,55121.6k $1.2m $1.2m 0.01% Reduced -235 -235
44 Bleakley Financial Group, LLC 0.02% of their portfolio PARSIPPANY, NJ 20,13620.1k $1.1m $1.1m 0.02% Unchanged
45 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 19,54319.5k $1.1m $1.1m 0.00% Reduced -448 -448
46 Accel Wealth Management 0.27% of their portfolio WAVERLY, IA 18,59118.6k $1.0m $1.0m 0.27% Reduced -400 -400
47 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 18,01818.0k $985.9k $985.9k 0.01% Added +445 +445
48 Envestnet Portfolio Solutions, Inc. 0.01% of their portfolio BERWYN, PA 17,55917.6k $960.8k $960.8k 0.01% Reduced -892 -892
49 Prosperity Consulting Group, LLC 0.04% of their portfolio OWINGS MILLS, MD 16,76016.8k $917.1k $917.1k 0.04% Unchanged
50 Midwest Financial Network, LLC 0.71% of their portfolio TINLEY PARK, IL 16,27216.3k $890.4k $890.4k 0.71% Reduced -9.7k -9,702
51 RFG Advisory, LLC 0.02% of their portfolio BIRMINGHAM, AL 15,82515.8k $865.9k $865.9k 0.02% Added +1.1k +1,113
52 Bison Wealth, LLC 0.08% of their portfolio ATLANTA, GA 14,31414.3k $840.1k $840.1k 0.08% Unchanged
53 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.00% of their portfolio IRVING, TX 14,07414.1k $770.6k $770.6k 0.00% Added +1.0k +1,032
54 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 13,61413.6k $745.0k $745.0k 0.02% Reduced -454 -454
55 Tanglewood Legacy Advisors, LLC 0.26% of their portfolio HOUSTON, TX 13,32513.3k $729.1k $729.1k 0.26% Unchanged
56 CoreCap Advisors, LLC 0.02% of their portfolio SOUTHFIELD, MI 13,31413.3k $728.5k $728.5k 0.02% Reduced -92 -92
57 Goldenstone Wealth Management LLC 0.52% of their portfolio EL DORADO HILLS, CA 13,11513.1k $717.7k $717.7k 0.52% Reduced -50 -50
58 Sunbelt Securities, Inc. 0.04% of their portfolio HOUSTON, TX 12,82412.8k $701.7k $701.7k 0.04% Added +2.0k +2,000
59 McKinley Carter Wealth Services, Inc. 0.04% of their portfolio WHEELING, WV 12,75612.8k $698.0k $698.0k 0.04% Unchanged
60 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 12,73812.7k $697.0k $697.0k 0.01% Added +100 +100
61 KINGSWOOD WEALTH ADVISORS, LLC 0.03% of their portfolio SAN DIEGO, CA 12,25112.3k $670.4k $670.4k 0.03% Reduced -2.3k -2,276
62 Crown Wealth Group, LLC 0.19% of their portfolio Charlotte, NC 11,69911.7k $640.2k $640.2k 0.19% Unchanged
63 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 11,33711.3k $620.4k $620.4k 0.00% Reduced -208 -208
64 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 11,25511.3k $615.9k $615.9k 0.01% Unchanged
65 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 11,18911.2k $612.3k $612.3k 0.01% Reduced -44.1k -44,130
66 CENTAURUS FINANCIAL, INC. 0.03% of their portfolio ANAHEIM, CA 11,03811.0k $604.0k $604.0k 0.03% Unchanged
67 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 10,76710.8k $589.2k $589.2k 0.00% Reduced -147 -147
68 DHJJ Financial Advisors, Ltd. 0.20% of their portfolio NAPERVILLE, IL 10,76310.8k $589.0k $589.0k 0.20% Reduced -100 -100
69 SOA Wealth Advisors, LLC. 0.11% of their portfolio NEW YORK, NY 10,73610.7k $587.5k $587.5k 0.11% Reduced -8.4k -8,405
70 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 10,58210.6k $583.2k $583.2k 0.00% Reduced -3.7k -3,719
71 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 9,99010.0k $546.7k $546.7k 0.00% Unchanged
72 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 9,9209.9k $542.8k $542.8k 0.02% Added +599 +599
73 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 9,8749.9k $540.3k $540.3k 0.00% Unchanged
74 FSB PREMIER WEALTH MANAGEMENT, INC. 0.17% of their portfolio WATERLOO, IA 9,7289.7k $532.3k $532.3k 0.17% Reduced -117 -117
75 Keating Financial Advisory Services, Inc. 0.09% of their portfolio MANHATTAN, KS 9,6399.6k $527.4k $527.4k 0.09% Added +881 +881
76 Grantvest Financial Group LLC 0.33% of their portfolio MATAWAN, NJ 9,4359.4k $516.3k $516.3k 0.33% Reduced -763 -763
77 Faithward Advisors, LLC 0.07% of their portfolio LANCASTER, PA 9,2379.2k $505.4k $505.4k 0.07% Reduced -216 -216
78 Outlook Wealth Advisors, LLC 0.12% of their portfolio SHENANDOAH, TX 9,1779.2k $502.2k $502.2k 0.12% Unchanged
79 Stonebridge Financial Group, LLC 0.04% of their portfolio Wormleysburg, PA 9,1709.2k $501.8k $501.8k 0.04% Unchanged
80 Griffith & Werner, Inc. 0.25% of their portfolio CANTON, GA 9,0859.1k $497.1k $497.1k 0.25% Reduced -178 -178
81 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 8,9428.9k $489.3k $489.3k 0.01% Unchanged
82 Harvest Investment Services, LLC 0.09% of their portfolio Oakbrook Terrace, IL 8,8888.9k $486.4k $486.4k 0.09% Added +13 +13
83 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 8,8318.8k $483.2k $483.2k 0.01% Added +1.0k +1,027
84 Sowell Financial Services LLC 0.02% of their portfolio NORTH LITTLE ROCK, AR 8,5988.6k $470.5k $470.5k 0.02% Reduced -170 -170
85 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 8,2168.2k $449.6k $449.6k 0.00% Unchanged
86 Kingsview Wealth Management, LLC 0.01% of their portfolio GRANTS PASS, OR 7,8217.8k $428.0k $428.0k 0.01% Unchanged
87 StoneX Group Inc. 0.02% of their portfolio NEW YORK, NY 7,7577.8k $424.5k $424.5k 0.02% Reduced -915 -915
88 JOURNEY STRATEGIC WEALTH LLC 0.01% of their portfolio SUMMIT, NJ 7,7357.7k $423.3k $423.3k 0.01% Added +235 +235
89 TFB Advisors LLC 0.22% of their portfolio OVERLAND PARK, KS 7,6087.6k $416.3k $416.3k 0.22% Reduced -5.5k -5,477
90 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 7,2357.2k $395.9k $395.9k 0.00% Reduced -495 -495
91 Opes Wealth Management LLC 0.07% of their portfolio MENLO PARK, CA 7,0587.1k $386.2k $386.2k 0.07% Reduced -43.4k -43,430
92 Buck Wealth Strategies, LLC 0.05% of their portfolio DENVER, CO 6,7316.7k $368.3k $368.3k 0.05% Unchanged
93 Snowden Capital Advisors LLC 0.01% of their portfolio New York, NY 6,6046.6k $361.4k $361.4k 0.01% Added +404 +404
94 Archer Investment Corp 0.07% of their portfolio Carmel, IN 6,4106.4k $350.8k $350.8k 0.07% Unchanged
95 Ferguson Shapiro LLC 0.11% of their portfolio DECATUR, GA 6,3756.4k $348.8k $348.8k 0.11% Reduced -16.9k -16,869
96 Savvy Advisors, Inc. 0.01% of their portfolio NEW YORK, NY 6,3126.3k $345.4k $345.4k 0.01% Reduced -15 -15
97 Gateway Wealth Partners, LLC 0.01% of their portfolio APPLETON, WI 6,2986.3k $344.6k $344.6k 0.01% New
98 SILVER OAK SECURITIES, INCORPORATED 0.03% of their portfolio JACKSON, TN 6,2816.3k $343.7k $343.7k 0.03% Reduced -60 -60
99 SEEDS INVESTOR LLC 0.05% of their portfolio NEW YORK, NY 5,8665.9k $335.1k $335.1k 0.05% Added +471 +471
100 LANARK FINANCIAL, INC. 0.02% of their portfolio BIRMINGHAM, AL 5,7565.8k $315.0k $315.0k 0.02% Unchanged