Vault-13

FIRST TR EXCHNG TRADED FD VI FSEP

FT VEST US EQT · ETP · CUSIP 33740U307

93 institutional holders -4 vs Q4 2023
3,405,8193.4m shares reported held*
$144.7mreported value*
3 new 16 added 43 reduced 8 sold out net sold ≈ $13.1m (-308.0k 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 ≈ $42.48.

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 70Q4 22: 76Q1 23: 84Q2 23: 77Q3 23: 87Q4 23: 97Q1 24: 9393Q3 22Q1 23Q3 23Q1 24
Numbers
QuarterHolders
Q3 202270
Q4 202276
Q1 202384
Q2 202377
Q3 202387
Q4 202397
Q1 202493

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 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 23Q1 24: 19 bought or addedQ1 24: 51 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q4 20224317
Q1 20232836
Q2 20231946
Q3 20234831
Q4 20234140
Q1 20241951

Biggest buyers

Kestra Advisory Services, LLC Added +72,295+72.3k
LPL Financial LLC Added +47,235+47.2k
Gerber Kawasaki Wealth & Investment Management New +36,878+36.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +12,313+12.3k
Ameritas Advisory Services, LLC New +9,842+9.8k
CITADEL ADVISORS LLC Added +9,579+9.6k
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Added +7,240+7.2k
CoreCap Advisors, LLC Added +2,969+3.0k
StoneX Group Inc. Added +1,969+2.0k
ROYAL BANK OF CANADA Added +1,797+1.8k

Biggest sellers

OLD MISSION CAPITAL LLC Sold out -79,206-79.2k
Valtinson Bruner Financial Planning LLC Reduced -63,904-63.9k
CWM, LLC Reduced -45,832-45.8k
Cetera Advisor Networks LLC Sold out -42,383-42.4k
OSAIC HOLDINGS, INC. Reduced -42,278-42.3k
AE Wealth Management LLC Reduced -40,040-40.0k
Cetera Advisors LLC Sold out -33,640-33.6k
JPMORGAN CHASE & CO Reduced -22,522-22.5k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -20,631-20.6k
Raymond James Financial Services Advisors, Inc. Reduced -19,456-19.5k

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, Q1 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 CWM, LLC 0.07% of their portfolio OMAHA, NE 359,511359.5k $15.3m $15.3m 0.07% Reduced -45.8k -45,832
2 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 322,379322.4k $13.7m $13.7m 0.02% Reduced -20.6k -20,631
3 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 299,243299.2k $12.7m $12.7m 0.03% Reduced -42.3k -42,278
4 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 144,497144.5k $6.1m $6.1m 0.01% Reduced -19.5k -19,456
5 McCarthy & Cox 1.97% of their portfolio MARYSVILLE, OH 122,616122.6k $5.2m $5.2m 1.97% First filing
6 Schulz Wealth, LTD. 4.30% of their portfolio MANSFIELD, TX 118,458118.5k $5.0m $5.0m 4.30% Reduced -1.5k -1,496
7 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 110,981111.0k $4.7m $4.7m 0.00% Reduced -542 -542
8 Keystone Wealth Services, LLC 1.52% of their portfolio PALM DESERT, CA 109,732109.7k $4.7m $4.7m 1.52% Reduced -290 -290
9 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 109,504109.5k $4.7m $4.7m 0.03% Added +72.3k +72,295
10 REAP Financial Group, LLC 1.14% of their portfolio AUSTIN, TX 97,83397.8k $4.2m $4.2m 1.14% Added +324 +324
11 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 94,15694.2k $4.0m $4.0m 0.00% Added +47.2k +47,235
12 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 91,21391.2k $3.9m $3.9m 0.00% Reduced -1.7k -1,700
13 1776 Wealth LLC 1.45% of their portfolio ATLANTA, GA 72,28772.3k $3.1m $3.1m 1.45% Unchanged
14 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 69,27569.3k $2.9m $2.9m 0.01% Reduced -4.3k -4,279
15 HARBOUR INVESTMENTS, INC. 0.10% of their portfolio MADISON, WI 66,16366.2k $2.8m $2.8m 0.10% Reduced -3.8k -3,759
16 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 62,62062.6k $2.7m $2.7m 0.01% Reduced -18.0k -18,007
17 Prospera Financial Services Inc 0.07% of their portfolio Dallas, TX 52,41552.4k $2.2m $2.2m 0.07% Reduced -100 -100
18 Fragasso Financial Advisors Inc 0.16% of their portfolio SEWICKLEY, PA 43,20843.2k $1.8m $1.8m 0.16% Unchanged
19 Valtinson Bruner Financial Planning LLC 0.77% of their portfolio NEW BRIGHTON, MN 42,66442.7k $1.8m $1.8m 0.77% Reduced -63.9k -63,904
20 Atria Wealth Solutions, Inc. 0.02% of their portfolio NEW YORK, NY 40,86040.9k $1.7m $1.7m 0.02% Reduced -3.0k -3,000
21 BEACON FINANCIAL GROUP 0.20% of their portfolio DALLAS, TX 40,34240.3k $1.7m $1.7m 0.20% Reduced -2.9k -2,895
22 FSB PREMIER WEALTH MANAGEMENT, INC. 0.76% of their portfolio WATERLOO, IA 38,42038.4k $1.6m $1.6m 0.76% Added +877 +877
23 Gerber Kawasaki Wealth & Investment Management 0.08% of their portfolio SANTA MONICA, CA 36,87836.9k $1.6m $1.6m 0.08% New
24 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 34,99635.0k $1.5m $1.5m 0.01% Reduced -4.1k -4,110
25 Sloy Dahl & Holst, LLC 0.33% of their portfolio Vancouver, WA 33,30633.3k $1.4m $1.4m 0.33% Unchanged
26 STEPHENS INC /AR/ 0.02% of their portfolio LITTLE ROCK, AR 32,43032.4k $1.4m $1.4m 0.02% Unchanged
27 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 31,12431.1k $1.3m $1.3m 0.00% Added +1.8k +1,797
28 Integrity Financial Corp /WA 0.91% of their portfolio JACKSON, WY 31,11031.1k $1.3m $1.3m 0.91% Reduced -450 -450
29 THOROUGHBRED FINANCIAL SERVICES, LLC 0.12% of their portfolio BRENTWOOD, TN 29,46229.5k $1.3m $1.3m 0.12% Unchanged
30 FWG Investments, LLC. 1.21% of their portfolio LEXINGTON, KY 26,29426.3k $1.1m $1.1m 1.21% Reduced -694 -694
31 Octavia Wealth Advisors, LLC 0.16% of their portfolio CINCINNATI, OH 26,00726.0k $1.1m $1.1m 0.16% Unchanged
32 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 24,50724.5k $1.0m $1.0m 0.01% Reduced -200 -200
33 Mariner, LLC 0.00% of their portfolio Overland Park, KS 23,15923.2k $984.1k $984.1k 0.00% Reduced -7 -7
34 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 23,12823.1k $982.8k $982.8k 0.01% Reduced -40.0k -40,040
35 McKinley Carter Wealth Services, Inc. 0.06% of their portfolio WHEELING, WV 21,55921.6k $916.1k $916.1k 0.06% Unchanged
36 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 19,46519.5k $827.0k $827.0k 0.00% Reduced -3.1k -3,096
37 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 18,32418.3k $778.7k $778.7k 0.00% Reduced -22.5k -22,522
38 DHJJ Financial Advisors, Ltd. 0.33% of their portfolio NAPERVILLE, IL 17,50817.5k $744.0k $744.0k 0.33% Added +115 +115
39 SeaCrest Wealth Management, LLC 0.09% of their portfolio PURCHASE, NY 16,83116.8k $715.2k $715.2k 0.09% Unchanged
40 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 16,69316.7k $709.4k $709.4k 0.00% Added +9.6k +9,579
41 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.05% of their portfolio BIRMINGHAM, AL 16,56616.6k $704.0k $704.0k 0.05% Added +7.2k +7,240
42 ACORN FINANCIAL ADVISORY SERVICES INC /ADV 0.13% of their portfolio Reston, VA 16,43816.4k $698.5k $698.5k 0.13% Reduced -599 -599
43 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 15,94015.9k $677.0k $677.0k 0.00% Reduced -1.2k -1,152
44 CreativeOne Wealth, LLC 0.03% of their portfolio OVERLAND PARK, KS 15,61215.6k $663.0k $663.0k 0.03% Added +39 +39
45 Sunbelt Securities, Inc. 0.07% of their portfolio HOUSTON, TX 15,55515.6k $661.0k $661.0k 0.07% Unchanged
46 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.14% of their portfolio BLUE BELL, PA 15,28015.3k $649.3k $649.3k 0.14% Reduced -306 -306
47 Strategic Blueprint, LLC 0.05% of their portfolio ATLANTA, GA 15,23015.2k $647.2k $647.2k 0.05% Reduced -963 -963
48 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 14,95715.0k $635.6k $635.6k 0.00% Reduced -1.0k -1,044
49 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 14,80014.8k $628.9k $628.9k 0.01% Reduced -4.2k -4,183
50 Darwin Wealth Management, LLC 0.18% of their portfolio TAMPA, FL 14,79814.8k $628.8k $628.8k 0.18% Unchanged
51 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.07% of their portfolio Westlake, OH 14,68714.7k $624.1k $624.1k 0.07% Unchanged
52 SWMG, LLC 0.26% of their portfolio FORT WORTH, TX 13,58413.6k $577.3k $577.3k 0.26% Unchanged
53 Main Street Financial Solutions, LLC 0.06% of their portfolio NEWTOWN, PA 12,70512.7k $539.9k $539.9k 0.06% Reduced -525 -525
54 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 12,31312.3k $523.2k $523.2k 0.00% New
55 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 12,16112.2k $516.8k $516.8k 0.00% Reduced -289 -289
56 KINGSWOOD WEALTH ADVISORS, LLC 0.05% of their portfolio SAN DIEGO, CA 10,90010.9k $463.2k $463.2k 0.05% Added +100 +100
57 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 10,67610.7k $453.7k $453.7k 0.01% Reduced -3.0k -2,960
58 Prosperity Consulting Group, LLC 0.06% of their portfolio OWINGS MILLS, MD 10,51010.5k $446.6k $446.6k 0.06% Reduced -1.5k -1,495
59 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 10,23010.2k $434.7k $434.7k 0.01% Reduced -2.9k -2,930
60 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 9,8429.8k $413.6k $413.6k 0.02% New
61 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 9,6439.6k $409.8k $409.8k 0.00% Reduced -3.4k -3,377
62 CREATIVE FINANCIAL DESIGNS INC /ADV 0.04% of their portfolio KOKOMO, IN 9,4849.5k $403.0k $403.0k 0.04% Added +370 +370
63 Summit Wealth Partners, LLC 0.08% of their portfolio Orlando, FL 8,7148.7k $370.3k $370.3k 0.08% Reduced -1.1k -1,122
64 ARBOR CAPITAL MANAGEMENT INC /ADV 0.32% of their portfolio ANCHORAGE, AK 8,0368.0k $342.4k $342.4k 0.32% Reduced -1 -1
65 CoreCap Advisors, LLC 0.02% of their portfolio SOUTHFIELD, MI 8,0068.0k $340.2k $340.2k 0.02% Added +3.0k +2,969
66 Catalina Capital Group, LLC 0.14% of their portfolio Torrance, CA 7,7667.8k $330.0k $330.0k 0.14% Unchanged
67 SOA Wealth Advisors, LLC. 0.06% of their portfolio NEW YORK, NY 7,3797.4k $313.6k $313.6k 0.06% Unchanged
68 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 7,2737.3k $309.1k $309.1k 0.01% Unchanged
69 StoneX Group Inc. 0.03% of their portfolio NEW YORK, NY 7,2247.2k $307.0k $307.0k 0.03% Added +2.0k +1,969
70 AIFG Consultants Ltd. 0.21% of their portfolio HALFMOON, NY 6,9036.9k $293.3k $293.3k 0.21% Unchanged
71 Opes Wealth Management LLC 0.07% of their portfolio MENLO PARK, CA 6,8426.8k $290.8k $290.8k 0.07% Added +131 +131
72 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 6,3936.4k $237.1k $237.1k 0.01% Reduced -660 -660
73 Share Andrew L. 0.12% of their portfolio MANCHESTER, NH 6,0006.0k $255.0k $255.0k 0.12% Unchanged
74 Apollon Wealth Management, LLC 0.01% of their portfolio MOUNT PLEASANT, SC 5,7505.8k $244.3k $244.3k 0.01% Reduced -300 -300
75 Clear Creek Financial Management, LLC 0.03% of their portfolio SILVERDALE, WA 5,6795.7k $241.3k $241.3k 0.03% Unchanged
76 TOWNSQUARE CAPITAL LLC 0.00% of their portfolio Lehi, UT 5,6465.6k $239.9k $239.9k 0.00% Reduced -144 -144
77 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 5,4165.4k $230.2k $230.2k 0.01% Unchanged
78 Cedar Brook Financial Partners, LLC 0.04% of their portfolio CLEVELAND, OH 5,3105.3k $225.6k $225.6k 0.04% Unchanged
79 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 5,2535.3k $223.2k $223.2k 0.01% Added +1.4k +1,352
80 LINCOLN NATIONAL CORP 0.00% of their portfolio RADNOR, PA 5,2085.2k $221.3k $221.3k 0.00% Reduced -600 -600
81 BROWN WEALTH MANAGEMENT, LLC 0.09% of their portfolio NAPERVILLE, IL 5,1005.1k $216.7k $216.7k 0.09% Unchanged
82 Bright Futures Wealth Management, LLC. 0.11% of their portfolio WEBSTER, NY 14580, NY 4,8004.8k $209.9k $209.9k 0.11% First filing
83 LANARK FINANCIAL, INC. 0.02% of their portfolio BIRMINGHAM, AL 4,0864.1k $173.0k $173.0k 0.02% Reduced -185 -185
84 Castleview Partners, LLC 0.05% of their portfolio DALLAS, TX 2,1712.2k $92.3k $92.3k 0.05% Unchanged
85 Clear Point Advisors Inc. 0.05% of their portfolio MELVILLE, NY 1,4001.4k $59.5k $59.5k 0.05% Unchanged
86 Financial Gravity Asset Management, Inc. 0.01% of their portfolio Lakeway, TX 1,3671.4k $55.7k $55.7k 0.01% Added +300 +300
87 Glen Eagle Advisors, LLC 0.01% of their portfolio KINGSTON, NJ 1,3001.3k $55.2k $55.2k 0.01% Unchanged
88 Tanglewood Legacy Advisors, LLC 0.02% of their portfolio HOUSTON, TX 1,0301.0k $43.8k $43.8k 0.02% Unchanged
89 Turtle Creek Wealth Advisors, LLC 0.01% of their portfolio DALLAS, TX 860860 $36.5k $36.5k 0.01% Unchanged
90 UBS Group AG 0.00% of their portfolio ZURICH, V8 563563 $23.9k $23.9k 0.00% Reduced -908 -908
91 Archer Investment Corp 0.01% of their portfolio Carmel, IN 515515 $21.9k $21.9k 0.01% Unchanged
92 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 460460 $20.0k $20.0k 0.00% Unchanged
93 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 300300 $12.7k $12.7k 0.00% Unchanged