Vault-13

FIRST TR EXCHNG TRADED FD VI FSEP

FT VEST US EQT · ETP · CUSIP 33740U307

96 institutional holders +3 vs Q1 2024
3,266,1353.3m shares reported held*
$142.9mreported value*
10 new 12 added 51 reduced 8 sold out net sold ≈ $8.0m (-183.2k 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 ≈ $43.74.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 70Q4 22: 76Q1 23: 84Q2 23: 77Q3 23: 87Q4 23: 97Q1 24: 93Q2 24: 9696Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 202270
Q4 202276
Q1 202384
Q2 202377
Q3 202387
Q4 202397
Q1 202493
Q2 202496

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 outQ2 23: 19 bought or addedQ2 23: 46 cut or sold outQ2 23Q3 23: 48 bought or addedQ3 23: 31 cut or sold outQ4 23: 41 bought or addedQ4 23: 40 cut or sold outQ4 23Q1 24: 19 bought or addedQ1 24: 51 cut or sold outQ2 24: 22 bought or addedQ2 24: 59 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 20224317
Q1 20232836
Q2 20231946
Q3 20234831
Q4 20234140
Q1 20241951
Q2 20242259

Biggest buyers

ASSETMARK, INC New +22,528+22.5k
JPMORGAN CHASE & CO Added +16,940+16.9k
OLD MISSION CAPITAL LLC New +10,292+10.3k
TFB Advisors LLC New +9,463+9.5k
Diversify Advisory Services, LLC New +8,282+8.3k
OneDigital Investment Advisors LLC Added +8,282+8.3k
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC New +5,836+5.8k
UBS Group AG Added +4,989+5.0k
BRASS TAX WEALTH MANAGEMENT, INC New +4,705+4.7k
WOLVERINE TRADING, LLC New +4,678+4.7k

Biggest sellers

CWM, LLC Reduced -65,312-65.3k
FSB PREMIER WEALTH MANAGEMENT, INC. Reduced -27,175-27.2k
Cetera Investment Advisers Reduced -19,134-19.1k
HARBOUR INVESTMENTS, INC. Reduced -17,030-17.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -12,313-12.3k
ROYAL BANK OF CANADA Reduced -10,144-10.1k
CITADEL ADVISORS LLC Reduced -9,358-9.4k
ENVESTNET ASSET MANAGEMENT INC Reduced -7,951-8.0k
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Reduced -7,625-7.6k
Cambridge Investment Research Advisors, Inc. Reduced -7,564-7.6k

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, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 315,642315.6k $13.8m $13.8m 0.02% Reduced -6.7k -6,737
2 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 299,238299.2k $13.1m $13.1m 0.03% Reduced -5 -5
3 CWM, LLC 0.06% of their portfolio OMAHA, NE 294,199294.2k $12.9m $12.9m 0.06% Reduced -65.3k -65,312
4 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 139,920139.9k $6.1m $6.1m 0.01% Reduced -4.6k -4,577
5 McCarthy & Cox 1.99% of their portfolio MARYSVILLE, OH 118,615118.6k $5.2m $5.2m 1.99% Reduced -4.0k -4,001
6 Schulz Wealth, LTD. 4.34% of their portfolio MANSFIELD, TX 117,058117.1k $5.1m $5.1m 4.34% Reduced -1.4k -1,400
7 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 110,788110.8k $4.8m $4.8m 0.03% Added +1.3k +1,284
8 Keystone Wealth Services, LLC 1.41% of their portfolio PALM DESERT, CA 103,384103.4k $4.5m $4.5m 1.41% Reduced -6.3k -6,348
9 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 103,030103.0k $4.5m $4.5m 0.00% Reduced -8.0k -7,951
10 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 96,28196.3k $4.2m $4.2m 0.00% Added +2.1k +2,125
11 REAP Financial Group, LLC 1.13% of their portfolio AUSTIN, TX 96,12696.1k $4.2m $4.2m 1.13% Reduced -1.7k -1,707
12 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 84,73184.7k $3.7m $3.7m 0.00% Reduced -6.5k -6,482
13 1776 Wealth LLC 1.42% of their portfolio ATLANTA, GA 72,28772.3k $3.2m $3.2m 1.42% Unchanged
14 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 55,05655.1k $2.4m $2.4m 0.01% Reduced -7.6k -7,564
15 Prospera Financial Services Inc 0.06% of their portfolio Dallas, TX 52,11552.1k $2.3m $2.3m 0.06% Reduced -300 -300
16 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 50,14150.1k $2.2m $2.2m 0.01% Reduced -19.1k -19,134
17 HARBOUR INVESTMENTS, INC. 0.07% of their portfolio MADISON, WI 49,13349.1k $2.2m $2.2m 0.07% Reduced -17.0k -17,030
18 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 43,47243.5k $1.8m $1.8m 0.01% First filing
19 Fragasso Financial Advisors Inc 0.16% of their portfolio SEWICKLEY, PA 43,20843.2k $1.9m $1.9m 0.16% Unchanged
20 Valtinson Bruner Financial Planning LLC 0.74% of their portfolio NEW BRIGHTON, MN 42,51142.5k $1.9m $1.9m 0.74% Reduced -153 -153
21 Atria Wealth Solutions, Inc. 0.02% of their portfolio NEW YORK, NY 40,86040.9k $1.8m $1.8m 0.02% Unchanged
22 BEACON FINANCIAL GROUP 0.18% of their portfolio DALLAS, TX 35,95136.0k $1.6m $1.6m 0.18% Reduced -4.4k -4,391
23 Gerber Kawasaki Wealth & Investment Management 0.08% of their portfolio SANTA MONICA, CA 35,89035.9k $1.6m $1.6m 0.08% Reduced -988 -988
24 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 35,26435.3k $1.5m $1.5m 0.00% Added +16.9k +16,940
25 STEPHENS INC /AR/ 0.02% of their portfolio LITTLE ROCK, AR 32,43032.4k $1.4m $1.4m 0.02% Unchanged
26 Sloy Dahl & Holst, LLC 0.29% of their portfolio Vancouver, WA 32,01632.0k $1.4m $1.4m 0.29% Reduced -1.3k -1,290
27 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 29,03029.0k $1.3m $1.3m 0.01% Reduced -6.0k -5,966
28 Integrity Financial Corp /WA 0.77% of their portfolio JACKSON, WY 28,24328.2k $1.2m $1.2m 0.77% Reduced -2.9k -2,867
29 THOROUGHBRED FINANCIAL SERVICES, LLC 0.08% of their portfolio BRENTWOOD, TN 28,02428.0k $1.2m $1.2m 0.08% Reduced -1.4k -1,438
30 Octavia Wealth Advisors, LLC 0.16% of their portfolio CINCINNATI, OH 26,00726.0k $1.1m $1.1m 0.16% Unchanged
31 FWG Investments, LLC. 1.14% of their portfolio LEXINGTON, KY 25,86925.9k $1.1m $1.1m 1.14% Reduced -425 -425
32 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 23,29623.3k $1.0m $1.0m 0.01% Added +168 +168
33 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 23,08223.1k $1.0m $1.0m 0.01% Added +8.3k +8,282
34 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 22,52822.5k $985.8k $985.8k 0.00% New
35 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 22,25522.3k $973.9k $973.9k 0.01% Reduced -2.3k -2,252
36 Mariner, LLC 0.00% of their portfolio Overland Park, KS 21,72021.7k $950.5k $950.5k 0.00% Reduced -1.4k -1,439
37 McKinley Carter Wealth Services, Inc. 0.06% of their portfolio WHEELING, WV 21,55921.6k $943.4k $943.4k 0.06% Unchanged
38 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 20,98021.0k $918.0k $918.0k 0.00% Reduced -10.1k -10,144
39 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 19,64219.6k $860.0k $860.0k 0.00% Added +177 +177
40 DHJJ Financial Advisors, Ltd. 0.32% of their portfolio NAPERVILLE, IL 17,43817.4k $763.1k $763.1k 0.32% Reduced -70 -70
41 SeaCrest Wealth Management, LLC 0.08% of their portfolio PURCHASE, NY 16,83116.8k $736.5k $736.5k 0.08% Unchanged
42 ACORN FINANCIAL ADVISORY SERVICES INC /ADV 0.13% of their portfolio Reston, VA 16,43816.4k $719.3k $719.3k 0.13% Unchanged
43 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.14% of their portfolio BLUE BELL, PA 14,97915.0k $655.5k $655.5k 0.14% Reduced -301 -301
44 Sunbelt Securities, Inc. 0.07% of their portfolio HOUSTON, TX 14,96915.0k $655.0k $655.0k 0.07% Reduced -586 -586
45 Darwin Wealth Management, LLC 0.32% of their portfolio TAMPA, FL 14,79814.8k $647.6k $647.6k 0.32% Unchanged
46 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.07% of their portfolio Westlake, OH 14,68714.7k $642.7k $642.7k 0.07% Unchanged
47 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 14,14914.1k $619.0k $619.0k 0.00% Reduced -1.8k -1,791
48 SWMG, LLC 0.26% of their portfolio FORT WORTH, TX 13,58413.6k $594.4k $594.4k 0.26% Unchanged
49 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 12,69212.7k $555.4k $555.4k 0.00% Reduced -2.3k -2,265
50 Strategic Blueprint, LLC 0.04% of their portfolio ATLANTA, GA 12,51012.5k $547.4k $547.4k 0.04% Reduced -2.7k -2,720
51 Main Street Financial Solutions, LLC 0.05% of their portfolio NEWTOWN, PA 11,79911.8k $516.3k $516.3k 0.05% Reduced -906 -906
52 FSB PREMIER WEALTH MANAGEMENT, INC. 0.22% of their portfolio WATERLOO, IA 11,24511.2k $492.1k $492.1k 0.22% Reduced -27.2k -27,175
53 KINGSWOOD WEALTH ADVISORS, LLC 0.04% of their portfolio SAN DIEGO, CA 10,50010.5k $459.5k $459.5k 0.04% Reduced -400 -400
54 CreativeOne Wealth, LLC 0.02% of their portfolio OVERLAND PARK, KS 10,32910.3k $452.0k $452.0k 0.02% Reduced -5.3k -5,283
55 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 10,29210.3k $450.4k $450.4k 0.01% New
56 Prosperity Consulting Group, LLC 0.06% of their portfolio OWINGS MILLS, MD 9,8379.8k $430.5k $430.5k 0.06% Reduced -673 -673
57 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 9,8069.8k $429.1k $429.1k 0.02% Reduced -36 -36
58 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 9,6809.7k $423.6k $423.6k 0.00% Reduced -2.5k -2,481
59 TFB Advisors LLC 0.13% of their portfolio OVERLAND PARK, KS 9,4639.5k $414.1k $414.1k 0.13% New
60 CoreCap Advisors, LLC 0.04% of their portfolio SOUTHFIELD, MI 9,1229.1k $399.2k $399.2k 0.04% Added +1.1k +1,116
61 CREATIVE FINANCIAL DESIGNS INC /ADV 0.04% of their portfolio KOKOMO, IN 9,1209.1k $399.1k $399.1k 0.04% Reduced -364 -364
62 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 9,1119.1k $398.7k $398.7k 0.00% Reduced -1.6k -1,565
63 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.02% of their portfolio BIRMINGHAM, AL 8,9418.9k $391.3k $391.3k 0.02% Reduced -7.6k -7,625
64 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 8,6938.7k $380.4k $380.4k 0.00% Reduced -950 -950
65 Diversify Advisory Services, LLC 0.02% of their portfolio SANDY, UT 8,2828.3k $364.1k $364.1k 0.02% New
66 ARBOR CAPITAL MANAGEMENT INC /ADV 0.32% of their portfolio ANCHORAGE, AK 7,9497.9k $348.1k $348.1k 0.32% Reduced -87 -87
67 Catalina Capital Group, LLC 0.13% of their portfolio Torrance, CA 7,7667.8k $339.8k $339.8k 0.13% Unchanged
68 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 7,3357.3k $321.0k $321.0k 0.00% Reduced -9.4k -9,358
69 Summit Wealth Partners, LLC 0.07% of their portfolio Orlando, FL 7,3147.3k $320.1k $320.1k 0.07% Reduced -1.4k -1,400
70 SOA Wealth Advisors, LLC. 0.06% of their portfolio NEW YORK, NY 7,1427.1k $312.5k $312.5k 0.06% Reduced -237 -237
71 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 7,0537.1k $308.6k $308.6k 0.01% Added +660 +660
72 Opes Wealth Management LLC 0.06% of their portfolio MENLO PARK, CA 6,8826.9k $301.2k $301.2k 0.06% Added +40 +40
73 StoneX Group Inc. 0.02% of their portfolio NEW YORK, NY 6,1856.2k $270.7k $270.7k 0.02% Reduced -1.0k -1,039
74 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 6,1276.1k $269.3k $269.3k 0.01% Reduced -1.1k -1,146
75 Share Andrew L. 0.14% of their portfolio MANCHESTER, NH 6,0006.0k $262.6k $262.6k 0.14% Unchanged
76 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.01% of their portfolio LOS ANGELES, CA 5,8365.8k $255.4k $255.4k 0.01% New
77 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 5,7505.8k $251.6k $251.6k 0.01% Reduced -4.5k -4,480
78 Apollon Wealth Management, LLC 0.01% of their portfolio MOUNT PLEASANT, SC 5,7505.8k $251.6k $251.6k 0.01% Unchanged
79 Clear Creek Financial Management, LLC 0.03% of their portfolio SILVERDALE, WA 5,6795.7k $248.5k $248.5k 0.03% Unchanged
80 TOWNSQUARE CAPITAL LLC 0.00% of their portfolio Lehi, UT 5,5765.6k $244.0k $244.0k 0.00% Reduced -70 -70
81 UBS Group AG 0.00% of their portfolio ZURICH, V8 5,5525.6k $243.0k $243.0k 0.00% Added +5.0k +4,989
82 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 5,5455.5k $242.7k $242.7k 0.01% Added +292 +292
83 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 5,5165.5k $241.4k $241.4k 0.01% Added +100 +100
84 BROWN WEALTH MANAGEMENT, LLC 0.09% of their portfolio NAPERVILLE, IL 5,1005.1k $223.2k $223.2k 0.09% Unchanged
85 Bright Futures Wealth Management, LLC. 0.11% of their portfolio WEBSTER, NY 14580, NY 4,8004.8k $209.0k $209.0k 0.11% Unchanged
86 BRASS TAX WEALTH MANAGEMENT, INC 0.04% of their portfolio CINCINNATI, OH 4,7054.7k $205.9k $205.9k 0.04% New
87 WOLVERINE TRADING, LLC 0.00% of their portfolio CHICAGO, IL 4,6784.7k $204.7k $204.7k 0.00% New
88 LANARK FINANCIAL, INC. 0.01% of their portfolio BIRMINGHAM, AL 3,4553.5k $151.0k $151.0k 0.01% Reduced -631 -631
89 Castleview Partners, LLC 0.05% of their portfolio DALLAS, TX 2,1712.2k $95.0k $95.0k 0.05% Unchanged
90 ALBION FINANCIAL GROUP /UT 0.01% of their portfolio SALT LAKE CITY, UT 1,6001.6k $70.0k $70.0k 0.01% New
91 Glen Eagle Advisors, LLC 0.01% of their portfolio KINGSTON, NJ 1,3001.3k $56.9k $56.9k 0.01% Unchanged
92 Tanglewood Legacy Advisors, LLC 0.02% of their portfolio HOUSTON, TX 1,0301.0k $45.1k $45.1k 0.02% Unchanged
93 Financial Network Wealth Advisors LLC 0.02% of their portfolio MURRAY, UT 476476 $20.8k $20.8k 0.02% New
94 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 460460 $20.0k $20.0k 0.00% Unchanged
95 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 300300 $13.1k $13.1k 0.00% Unchanged
96 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 227227 $9.9k $9.9k 0.00% New