Vault-13

FIRST TR EXCHNG TRADED FD VI FSEP

FT VEST US EQT · ETP · CUSIP 33740U307

97 institutional holders +10 vs Q3 2023
3,594,6663.6m shares reported held*
$144.7mreported value*
14 new 27 added 30 reduced 10 sold out net bought ≈ $1.8m (+43.7k 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 ≈ $40.25.

Trends to Q4 2023

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 70Q4 22: 76Q1 23: 84Q2 23: 77Q3 23: 87Q4 23: 9797Q3 22Q4 22Q1 23Q2 23Q3 23Q4 23
Numbers
QuarterHolders
Q3 202270
Q4 202276
Q1 202384
Q2 202377
Q3 202387
Q4 202397

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q4 22: 43 bought or addedQ4 22: 17 cut or sold outQ4 22Q1 23: 28 bought or addedQ1 23: 36 cut or sold outQ1 23Q2 23: 19 bought or addedQ2 23: 46 cut or sold outQ2 23Q3 23: 48 bought or addedQ3 23: 31 cut or sold outQ3 23Q4 23: 41 bought or addedQ4 23: 40 cut or sold outQ4 23
Numbers
QuarterBought or addedCut or sold out
Q4 20224317
Q1 20232836
Q2 20231946
Q3 20234831
Q4 20234140

Biggest buyers

CWM, LLC Added +127,935+127.9k
OLD MISSION CAPITAL LLC New +79,206+79.2k
Raymond James Financial Services Advisors, Inc. Added +74,812+74.8k
1776 Wealth LLC Added +59,575+59.6k
JPMORGAN CHASE & CO Added +37,207+37.2k
STEPHENS INC /AR/ New +32,430+32.4k
Sloy Dahl & Holst, LLC Added +20,291+20.3k
Cambridge Investment Research Advisors, Inc. Added +17,611+17.6k
Strategic Blueprint, LLC New +16,193+16.2k
JANE STREET GROUP, LLC New +16,001+16.0k

Biggest sellers

OSAIC HOLDINGS, INC. Reduced -152,344-152.3k
CreativeOne Wealth, LLC Reduced -134,464-134.5k
ENVESTNET ASSET MANAGEMENT INC Reduced -72,046-72.0k
Gerber Kawasaki Wealth & Investment Management Sold out -43,120-43.1k
HARBOUR INVESTMENTS, INC. Reduced -41,333-41.3k
NewEdge Advisors, LLC Reduced -25,394-25.4k
IFP Advisors, Inc Reduced -13,982-14.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -13,642-13.6k
Sowell Financial Services LLC Sold out -12,148-12.1k
Ameritas Advisory Services, LLC Sold out -9,556-9.6k

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 +3.7 pts · filed 2026-07-27 68.6% +3.7 pts 15.1m≈ $829.3m 2026-07-27

Holders, Q4 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 CWM, LLC 0.09% of their portfolio OMAHA, NE 405,343405.3k $16.3m $16.3m 0.09% Added +127.9k +127,935
2 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 343,010343.0k $13.8m $13.8m 0.03% Added +10.1k +10,083
3 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 341,521341.5k $13.7m $13.7m 0.02% Reduced -152.3k -152,344
4 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 163,953164.0k $6.6m $6.6m 0.01% Added +74.8k +74,812
5 Schulz Wealth, LTD. 4.62% of their portfolio MANSFIELD, TX 119,954120.0k $4.8m $4.8m 4.62% First filing
6 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 111,523111.5k $4.5m $4.5m 0.00% Reduced -72.0k -72,046
7 Keystone Wealth Services, LLC 1.52% of their portfolio PALM DESERT, CA 110,022110.0k $4.4m $4.4m 1.52% Reduced -1.1k -1,106
8 Valtinson Bruner Financial Planning LLC 2.20% of their portfolio NEW BRIGHTON, MN 106,568106.6k $4.3m $4.3m 2.20% Reduced -1.4k -1,399
9 REAP Financial Group, LLC 1.14% of their portfolio AUSTIN, TX 97,50997.5k $3.9m $3.9m 1.14% First filing
10 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 92,91392.9k $3.7m $3.7m 0.00% Added +3.2k +3,191
11 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 80,62780.6k $3.2m $3.2m 0.01% Added +17.6k +17,611
12 OLD MISSION CAPITAL LLC 0.09% of their portfolio CHICAGO, IL 79,20679.2k $3.2m $3.2m 0.09% New
13 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 73,55473.6k $3.0m $3.0m 0.02% Reduced -6.0k -5,999
14 1776 Wealth LLC 1.44% of their portfolio ATLANTA, GA 72,28772.3k $2.9m $2.9m 1.44% Added +59.6k +59,575
15 HARBOUR INVESTMENTS, INC. 0.12% of their portfolio MADISON, WI 69,92269.9k $2.8m $2.8m 0.12% Reduced -41.3k -41,333
16 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 63,16863.2k $2.6m $2.6m 0.01% Reduced -1.1k -1,140
17 Prospera Financial Services Inc 0.07% of their portfolio Dallas, TX 52,51552.5k $2.1m $2.1m 0.07% Added +620 +620
18 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 46,92146.9k $1.9m $1.9m 0.00% Added +14.5k +14,530
19 Atria Wealth Solutions, Inc. 0.02% of their portfolio NEW YORK, NY 43,86043.9k $1.8m $1.8m 0.02% Reduced -3.4k -3,370
20 BEACON FINANCIAL GROUP 0.21% of their portfolio DALLAS, TX 43,23743.2k $1.7m $1.7m 0.21% Reduced -1.5k -1,470
21 Fragasso Financial Advisors Inc 0.16% of their portfolio SEWICKLEY, PA 43,20843.2k $1.7m $1.7m 0.16% Added +685 +685
22 Cetera Advisor Networks LLC 0.01% of their portfolio EL SEGUNDO, CA 42,38342.4k $1.7m $1.7m 0.01% Added +5.1k +5,128
23 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 40,84640.8k $1.6m $1.6m 0.00% Added +37.2k +37,207
24 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 39,10639.1k $1.6m $1.6m 0.02% Reduced -25.4k -25,394
25 FSB PREMIER WEALTH MANAGEMENT, INC. 0.76% of their portfolio WATERLOO, IA 37,54337.5k $1.5m $1.5m 0.76% Reduced -389 -389
26 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 37,20937.2k $1.5m $1.5m 0.01% Reduced -7.6k -7,611
27 Cetera Advisors LLC 0.02% of their portfolio DENVER, CO 33,64033.6k $1.4m $1.4m 0.02% Added +3.7k +3,670
28 Sloy Dahl & Holst, LLC 0.28% of their portfolio Vancouver, WA 33,30633.3k $1.3m $1.3m 0.28% Added +20.3k +20,291
29 STEPHENS INC /AR/ 0.02% of their portfolio LITTLE ROCK, AR 32,43032.4k $1.3m $1.3m 0.02% New
30 Integrity Financial Corp /WA 0.92% of their portfolio JACKSON, WY 31,56031.6k $1.3m $1.3m 0.92% Added +5.4k +5,368
31 THOROUGHBRED FINANCIAL SERVICES, LLC 0.10% of their portfolio BRENTWOOD, TN 29,46229.5k $1.2m $1.2m 0.10% Unchanged
32 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 29,32729.3k $1.2m $1.2m 0.00% Reduced -540 -540
33 FWG Investments, LLC. 1.35% of their portfolio LEXINGTON, KY 26,98827.0k $1.1m $1.1m 1.35% First filing
34 Octavia Wealth Advisors, LLC 0.18% of their portfolio CINCINNATI, OH 26,00726.0k $1.0m $1.0m 0.18% Unchanged
35 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 24,70724.7k $994.2k $994.2k 0.01% Unchanged
36 Mariner, LLC 0.00% of their portfolio Overland Park, KS 23,16623.2k $932.2k $932.2k 0.00% Added +8.9k +8,886
37 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 22,56122.6k $908.0k $908.0k 0.00% Added +2.9k +2,948
38 McKinley Carter Wealth Services, Inc. 0.06% of their portfolio WHEELING, WV 21,55921.6k $867.5k $867.5k 0.06% Unchanged
39 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 18,98319.0k $763.9k $763.9k 0.01% Reduced -4.4k -4,357
40 DHJJ Financial Advisors, Ltd. 0.33% of their portfolio NAPERVILLE, IL 17,39317.4k $699.9k $699.9k 0.33% Added +1.4k +1,387
41 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 17,09217.1k $688.0k $688.0k 0.00% Added +3.9k +3,926
42 ACORN FINANCIAL ADVISORY SERVICES INC /ADV 0.12% of their portfolio Reston, VA 17,03717.0k $685.6k $685.6k 0.12% Reduced -1.5k -1,502
43 SeaCrest Wealth Management, LLC 0.08% of their portfolio PURCHASE, NY 16,83116.8k $669.5k $669.5k 0.08% Unchanged
44 Strategic Blueprint, LLC 0.05% of their portfolio ATLANTA, GA 16,19316.2k $651.6k $651.6k 0.05% New
45 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 16,00116.0k $643.9k $643.9k 0.00% New
46 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.15% of their portfolio BLUE BELL, PA 15,58615.6k $627.2k $627.2k 0.15% Added +9.9k +9,934
47 CreativeOne Wealth, LLC 0.04% of their portfolio OVERLAND PARK, KS 15,57315.6k $627.0k $627.0k 0.04% Reduced -134.5k -134,464
48 Sunbelt Securities, Inc. 0.08% of their portfolio HOUSTON, TX 15,55515.6k $625.9k $625.9k 0.08% Reduced -441 -441
49 Darwin Wealth Management, LLC 0.16% of their portfolio TAMPA, FL 14,79814.8k $595.5k $595.5k 0.16% Added +5.2k +5,181
50 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.06% of their portfolio Westlake, OH 14,68714.7k $591.0k $591.0k 0.06% Reduced -13 -13
51 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 13,63613.6k $548.7k $548.7k 0.01% Reduced -730 -730
52 SWMG, LLC 0.26% of their portfolio FORT WORTH, TX 13,58413.6k $546.6k $546.6k 0.26% Added +353 +353
53 Main Street Financial Solutions, LLC 0.07% of their portfolio NEWTOWN, PA 13,23013.2k $532.4k $532.4k 0.07% Unchanged
54 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 13,16013.2k $529.6k $529.6k 0.01% Unchanged
55 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 13,02013.0k $523.9k $523.9k 0.00% Added +4.6k +4,592
56 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 12,45012.4k $501.0k $501.0k 0.00% Added +5.0k +5,031
57 Prosperity Consulting Group, LLC 0.16% of their portfolio OWINGS MILLS, MD 12,00512.0k $483.1k $483.1k 0.16% Added +1.5k +1,475
58 KINGSWOOD WEALTH ADVISORS, LLC 0.05% of their portfolio SAN DIEGO, CA 10,80010.8k $434.6k $434.6k 0.05% New
59 Summit Wealth Partners, LLC 0.09% of their portfolio Orlando, FL 9,8369.8k $395.8k $395.8k 0.09% Unchanged
60 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.03% of their portfolio BIRMINGHAM, AL 9,3269.3k $375.3k $375.3k 0.03% Reduced -21 -21
61 CREATIVE FINANCIAL DESIGNS INC /ADV 0.04% of their portfolio KOKOMO, IN 9,1149.1k $366.7k $366.7k 0.04% New
62 WEALTHSOURCE PARTNERS, LLC 0.02% of their portfolio SAN LUIS OBISPO, CA 8,2828.3k $333.3k $333.3k 0.02% Unchanged
63 First Heartland Consultants, Inc. 0.04% of their portfolio LAKE ST. LOUIS, MO 8,1408.1k $328.0k $328.0k 0.04% Reduced -5.0k -4,953
64 ARBOR CAPITAL MANAGEMENT INC /ADV 0.24% of their portfolio ANCHORAGE, AK 8,0378.0k $320.0k $320.0k 0.24% Reduced -1.6k -1,551
65 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 8,0268.0k $323.0k $323.0k 0.00% Unchanged
66 PANORAMIC INVESTMENT ADVISORS, LLC 0.27% of their portfolio DENVER, CO 7,8657.9k $316.5k $316.5k 0.27% Reduced -1.2k -1,220
67 Catalina Capital Group, LLC 0.24% of their portfolio Torrance, CA 7,7667.8k $312.5k $312.5k 0.24% First filing
68 SOA Wealth Advisors, LLC. 0.07% of their portfolio NEW YORK, NY 7,3797.4k $296.9k $296.9k 0.07% Unchanged
69 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 7,2737.3k $292.7k $292.7k 0.01% Unchanged
70 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 7,1147.1k $286.3k $286.3k 0.00% New
71 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 7,0537.1k $283.8k $283.8k 0.01% Added +660 +660
72 AIFG Consultants Ltd. 0.21% of their portfolio HALFMOON, NY 6,9036.9k $277.8k $277.8k 0.21% New
73 Opes Wealth Management LLC 0.06% of their portfolio MENLO PARK, CA 6,7116.7k $270.1k $270.1k 0.06% Added +1.1k +1,108
74 Apollon Wealth Management, LLC 0.01% of their portfolio MOUNT PLEASANT, SC 6,0506.0k $243.5k $243.5k 0.01% Unchanged
75 Share Andrew L. 0.13% of their portfolio MANCHESTER, NH 6,0006.0k $241.4k $241.4k 0.13% Unchanged
76 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 5,9516.0k $239.0k $239.0k 0.01% Reduced -298 -298
77 LINCOLN NATIONAL CORP 0.00% of their portfolio RADNOR, PA 5,8085.8k $233.7k $233.7k 0.00% New
78 TOWNSQUARE CAPITAL LLC 0.00% of their portfolio Lehi, UT 5,7905.8k $233.0k $233.0k 0.00% Reduced -1.4k -1,386
79 Clear Creek Financial Management, LLC 0.04% of their portfolio SILVERDALE, WA 5,6795.7k $228.5k $228.5k 0.04% Reduced -7.2k -7,194
80 BAKER TILLY WEALTH MANAGEMENT, LLC 0.04% of their portfolio MADISON, WI 5,4645.5k $219.9k $219.9k 0.04% New
81 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 5,4165.4k $217.9k $217.9k 0.01% Reduced -125 -125
82 Cedar Brook Financial Partners, LLC 0.05% of their portfolio CLEVELAND, OH 5,3105.3k $214.0k $214.0k 0.05% Reduced -2.2k -2,165
83 StoneX Group Inc. 0.02% of their portfolio NEW YORK, NY 5,2555.3k $211.5k $211.5k 0.02% New
84 BROWN WEALTH MANAGEMENT, LLC 0.09% of their portfolio NAPERVILLE, IL 5,1005.1k $205.2k $205.2k 0.09% New
85 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 5,0375.0k $202.7k $202.7k 0.01% New
86 LANARK FINANCIAL, INC. 0.02% of their portfolio BIRMINGHAM, AL 4,2714.3k $171.0k $171.0k 0.02% Reduced -99 -99
87 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 3,9013.9k $157.0k $157.0k 0.01% Reduced -14.0k -13,982
88 Castleview Partners, LLC 0.06% of their portfolio DALLAS, TX 2,1712.2k $87.4k $87.4k 0.06% Unchanged
89 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,4711.5k $59.2k $59.2k 0.00% Added +1.2k +1,247
90 Clear Point Advisors Inc. 0.05% of their portfolio MELVILLE, NY 1,4001.4k $56.3k $56.3k 0.05% First filing
91 Glen Eagle Advisors, LLC 0.01% of their portfolio KINGSTON, NJ 1,3001.3k $52.3k $52.3k 0.01% Unchanged
92 Financial Gravity Asset Management, Inc. 0.00% of their portfolio Lakeway, TX 1,0671.1k $42.9k $42.9k 0.00% New
93 Tanglewood Legacy Advisors, LLC 0.02% of their portfolio HOUSTON, TX 1,0301.0k $41.4k $41.4k 0.02% Unchanged
94 Turtle Creek Wealth Advisors, LLC 0.01% of their portfolio DALLAS, TX 860860 $34.6k $34.6k 0.01% First filing
95 Archer Investment Corp 0.01% of their portfolio Carmel, IN 515515 $20.7k $20.7k 0.01% Unchanged
96 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 460460 $19.0k $19.0k 0.00% Unchanged
97 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 300300 $12.1k $12.1k 0.00% Unchanged