Vault-13

FIRST TR EXCHNG TRADED FD VI FSEP

FT VEST US EQT · ETP · CUSIP 33740U307

132 institutional holders +21 vs Q3 2024
5,036,0195.0m shares reported held*
$230.2mreported value*
19 new 39 added 40 reduced 5 sold out net sold ≈ $12.5m (-272.6k 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 ≈ $45.71.

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 70Q4 22: 76Q1 23: 84Q2 23: 77Q3 23: 87Q4 23: 97Q1 24: 93Q2 24: 96Q3 24: 111Q4 24: 132132Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 202270
Q4 202276
Q1 202384
Q2 202377
Q3 202387
Q4 202397
Q1 202493
Q2 202496
Q3 2024111
Q4 2024132

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 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 24Q3 24: 74 bought or addedQ3 24: 29 cut or sold outQ4 24: 58 bought or addedQ4 24: 45 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 20232836
Q2 20231946
Q3 20234831
Q4 20234140
Q1 20241951
Q2 20242259
Q3 20247429
Q4 20245845

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +99,645+99.6k
Merit Financial Group, LLC New +84,819+84.8k
ERn Financial, LLC New +60,441+60.4k
ASSETMARK, INC Added +37,578+37.6k
Advisory Services Network, LLC New +28,656+28.7k
Kestra Advisory Services, LLC Added +25,830+25.8k
OLD MISSION CAPITAL LLC New +23,802+23.8k
Cetera Investment Advisers Added +21,092+21.1k
JANE STREET GROUP, LLC New +20,048+20.0k
KINGSWOOD WEALTH ADVISORS, LLC New +15,200+15.2k

Biggest sellers

WealthPlan Investment Management, LLC Sold out -211,633-211.6k
Commonwealth Financial Services, LLC Sold out -175,980-176.0k
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC Sold out -111,724-111.7k
OSAIC HOLDINGS, INC. Reduced -110,292-110.3k
WealthPLAN Partners, LLC Sold out -107,828-107.8k
CreativeOne Wealth, LLC Reduced -37,991-38.0k
WOLVERINE TRADING, LLC Reduced -13,640-13.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -13,229-13.2k
OneDigital Investment Advisors LLC Reduced -12,282-12.3k
CWM, LLC Reduced -9,732-9.7k

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 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 492,568492.6k $22.5m $22.5m 0.01% Added +99.6k +99,645
2 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 337,572337.6k $15.4m $15.4m 0.03% Reduced -110.3k -110,292
3 CWM, LLC 0.06% of their portfolio OMAHA, NE 312,783312.8k $14.3m $14.3m 0.06% Reduced -9.7k -9,732
4 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 275,938275.9k $12.6m $12.6m 0.03% Added +21.1k +21,092
5 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 270,551270.6k $12.4m $12.4m 0.00% First filing
6 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 221,734221.7k $10.1m $10.1m 0.01% Added +1.6k +1,607
7 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 167,643167.6k $7.7m $7.7m 0.04% Added +25.8k +25,830
8 REAP Financial Group, LLC 1.69% of their portfolio AUSTIN, TX 149,221149.2k $6.8m $6.8m 1.69% Added +12.8k +12,807
9 CreativeOne Wealth, LLC 0.18% of their portfolio OVERLAND PARK, KS 131,677131.7k $6.0m $6.0m 0.18% Reduced -38.0k -37,991
10 Bison Wealth, LLC 0.68% of their portfolio ATLANTA, GA 120,787120.8k $5.5m $5.5m 0.68% First filing
11 Schulz Wealth, LTD. 4.01% of their portfolio MANSFIELD, TX 114,357114.4k $5.2m $5.2m 4.01% Reduced -3.4k -3,425
12 McCarthy & Cox 1.81% of their portfolio MARYSVILLE, OH 114,227114.2k $5.2m $5.2m 1.81% Reduced -5.7k -5,672
13 Keystone Wealth Services, LLC 1.29% of their portfolio PALM DESERT, CA 106,924106.9k $4.9m $4.9m 1.29% Reduced -511 -511
14 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 104,831104.8k $4.8m $4.8m 0.01% Added +37.6k +37,578
15 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 100,301100.3k $4.6m $4.6m 0.00% Added +4.8k +4,815
16 Strategic Blueprint, LLC 0.27% of their portfolio ATLANTA, GA 99,04199.0k $4.5m $4.5m 0.27% Added +5.6k +5,633
17 Merit Financial Group, LLC 0.07% of their portfolio ALPHARETTA, GA 84,81984.8k $3.9m $3.9m 0.07% New
18 1776 Wealth LLC 1.54% of their portfolio ATLANTA, GA 73,40873.4k $3.4m $3.4m 1.54% Unchanged
19 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 70,07870.1k $3.2m $3.2m 0.01% Added +11.4k +11,414
20 Fragasso Financial Advisors Inc 0.23% of their portfolio SEWICKLEY, PA 66,50966.5k $3.0m $3.0m 0.23% Reduced -5.1k -5,108
21 Prospera Financial Services Inc 0.06% of their portfolio Dallas, TX 60,46860.5k $2.8m $2.8m 0.06% Added +4.2k +4,202
22 ERn Financial, LLC 0.41% of their portfolio MIDDLETON, WI 60,44160.4k $2.8m $2.8m 0.41% New
23 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 59,85759.9k $2.7m $2.7m 0.01% Added +2.8k +2,829
24 HARBOUR INVESTMENTS, INC. 0.07% of their portfolio MADISON, WI 54,57154.6k $2.5m $2.5m 0.07% Reduced -137 -137
25 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 42,24542.2k $1.9m $1.9m 0.00% Reduced -13.2k -13,229
26 BEACON FINANCIAL GROUP 0.21% of their portfolio DALLAS, TX 41,79141.8k $1.9m $1.9m 0.21% Reduced -1.5k -1,468
27 Atria Wealth Solutions, Inc. 0.02% of their portfolio NEW YORK, NY 40,84740.8k $1.9m $1.9m 0.02% Added +441 +441
28 Valtinson Bruner Financial Planning LLC 0.64% of their portfolio NEW BRIGHTON, MN 40,31340.3k $1.8m $1.8m 0.64% Reduced -1.7k -1,728
29 Gerber Kawasaki Wealth & Investment Management 0.07% of their portfolio SANTA MONICA, CA 35,25035.2k $1.6m $1.6m 0.07% Reduced -430 -430
30 Integrity Financial Corp /WA 0.89% of their portfolio JACKSON, WY 33,75433.8k $1.5m $1.5m 0.89% Added +4.2k +4,240
31 Signal Advisors Wealth, LLC 0.17% of their portfolio DETROIT, MI 33,30833.3k $1.5m $1.5m 0.17% Added +724 +724
32 STEPHENS INC /AR/ 0.02% of their portfolio LITTLE ROCK, AR 32,47732.5k $1.5m $1.5m 0.02% Reduced -66 -66
33 FWG Investments, LLC. 1.14% of their portfolio LEXINGTON, KY 31,96132.0k $1.5m $1.5m 1.14% Added +3.9k +3,856
34 Sloy Dahl & Holst, LLC 0.18% of their portfolio Vancouver, WA 31,69631.7k $1.4m $1.4m 0.18% Unchanged
35 Advisory Services Network, LLC 0.02% of their portfolio ATLANTA, GA 28,65628.7k $1.3m $1.3m 0.02% New
36 THOROUGHBRED FINANCIAL SERVICES, LLC 0.08% of their portfolio BRENTWOOD, TN 27,55227.6k $1.3m $1.3m 0.08% Unchanged
37 Octavia Wealth Advisors, LLC 0.14% of their portfolio CINCINNATI, OH 26,00726.0k $1.2m $1.2m 0.14% Unchanged
38 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 24,79524.8k $1.1m $1.1m 0.00% Reduced -8.5k -8,528
39 McKinley Carter Wealth Services, Inc. 0.07% of their portfolio WHEELING, WV 23,80923.8k $1.1m $1.1m 0.07% Unchanged
40 OLD MISSION CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 23,80223.8k $1.1m $1.1m 0.03% New
41 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 22,32122.3k $1.0m $1.0m 0.01% Unchanged
42 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 22,31422.3k $1.0m $1.0m 0.00% Reduced -1.8k -1,751
43 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 21,31921.3k $974.2k $974.2k 0.01% Reduced -1.0k -1,012
44 Mariner, LLC 0.00% of their portfolio Overland Park, KS 20,63920.6k $943.1k $943.1k 0.00% Reduced -116 -116
45 Ameritas Advisory Services, LLC 0.03% of their portfolio Lincoln, NE 20,47520.5k $935.6k $935.6k 0.03% Added +6.9k +6,910
46 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 20,04820.0k $916.1k $916.1k 0.00% New
47 LEGACY SOLUTIONS, LLC 0.99% of their portfolio KENNETT SQUARE, PA 19,94319.9k $911.3k $911.3k 0.99% First filing
48 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 19,68819.7k $899.7k $899.7k 0.01% Reduced -2.3k -2,329
49 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 19,60219.6k $895.7k $895.7k 0.01% Added +113 +113
50 FSB PREMIER WEALTH MANAGEMENT, INC. 0.36% of their portfolio WATERLOO, IA 19,41319.4k $887.1k $887.1k 0.36% Reduced -3.4k -3,352
51 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 17,49017.5k $816.1k $816.1k 0.01% Reduced -2.4k -2,408
52 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 17,10417.1k $781.6k $781.6k 0.00% Added +2.3k +2,273
53 DHJJ Financial Advisors, Ltd. 0.30% of their portfolio NAPERVILLE, IL 16,89116.9k $771.8k $771.8k 0.30% Reduced -582 -582
54 SeaCrest Wealth Management, LLC 0.08% of their portfolio PURCHASE, NY 16,83116.8k $769.1k $769.1k 0.08% Unchanged
55 MGO ONE SEVEN LLC 0.03% of their portfolio Beachwood, OH 16,77716.8k $766.6k $766.6k 0.03% Added +3.3k +3,276
56 Sunbelt Securities, Inc. 0.06% of their portfolio HOUSTON, TX 15,71915.7k $719.5k $719.5k 0.06% Added +750 +750
57 NOVEM GROUP 0.11% of their portfolio Rochester, NY 15,50015.5k $708.3k $708.3k 0.11% First filing
58 Bleakley Financial Group, LLC 0.02% of their portfolio PARSIPPANY, NJ 15,25715.3k $697.2k $697.2k 0.02% Added +7.1k +7,110
59 KINGSWOOD WEALTH ADVISORS, LLC 0.05% of their portfolio SAN DIEGO, CA 15,20015.2k $694.6k $694.6k 0.05% New
60 Lion Street Advisors, LLC 0.22% of their portfolio Austin, TX 14,90014.9k $680.9k $680.9k 0.22% Reduced -750 -750
61 Darwin Wealth Management, LLC 0.23% of their portfolio TAMPA, FL 14,79814.8k $676.2k $676.2k 0.23% Reduced -1.1k -1,115
62 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.05% of their portfolio Westlake, OH 14,68714.7k $671.1k $671.1k 0.05% Unchanged
63 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.13% of their portfolio BLUE BELL, PA 14,52714.5k $663.8k $663.8k 0.13% Added +248 +248
64 TFB Advisors LLC 0.19% of their portfolio OVERLAND PARK, KS 14,46414.5k $660.9k $660.9k 0.19% Added +4.2k +4,160
65 CENTAURUS FINANCIAL, INC. 0.04% of their portfolio ANAHEIM, CA 14,12614.1k $645.0k $645.0k 0.04% Unchanged
66 SWMG, LLC 0.25% of their portfolio FORT WORTH, TX 13,55113.6k $632.0k $632.0k 0.25% Reduced -33 -33
67 Main Street Financial Solutions, LLC 0.06% of their portfolio NEWTOWN, PA 12,30212.3k $562.1k $562.1k 0.06% Unchanged
68 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 11,91011.9k $544.2k $544.2k 0.00% New
69 FOUNDERS FINANCIAL SECURITIES LLC 0.05% of their portfolio TOWSON, MD 11,87211.9k $542.5k $542.5k 0.05% Added +4.7k +4,687
70 CoreCap Advisors, LLC 0.02% of their portfolio SOUTHFIELD, MI 11,57711.6k $529.0k $529.0k 0.02% Added +1.4k +1,433
71 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 11,09511.1k $507.0k $507.0k 0.01% Added +4.8k +4,763
72 B. Riley Wealth Advisors, Inc. 0.02% of their portfolio MEMPHIS, TN 11,05911.1k $505.3k $505.3k 0.02% Added +3.5k +3,452
73 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.03% of their portfolio BIRMINGHAM, AL 10,99611.0k $512.9k $512.9k 0.03% Added +957 +957
74 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 10,78110.8k $492.6k $492.6k 0.00% Reduced -1.2k -1,202
75 Noble Wealth Management PBC 0.34% of their portfolio GREENWOOD VILLAGE, CO 10,67810.7k $487.9k $487.9k 0.34% First filing
76 Accel Wealth Management 0.18% of their portfolio WAVERLY, IA 10,67510.7k $487.8k $487.8k 0.18% Unchanged
77 Prosperity Consulting Group, LLC 0.03% of their portfolio OWINGS MILLS, MD 10,17610.2k $465.0k $465.0k 0.03% Added +300 +300
78 SOA Wealth Advisors, LLC. 0.08% of their portfolio NEW YORK, NY 9,6919.7k $442.9k $442.9k 0.08% Added +2.0k +2,038
79 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 9,6829.7k $442.4k $442.4k 0.00% Added +2.4k +2,416
80 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.00% of their portfolio IRVING, TX 9,6399.6k $440.5k $440.5k 0.00% New
81 Apollon Wealth Management, LLC 0.01% of their portfolio MOUNT PLEASANT, SC 9,5179.5k $434.9k $434.9k 0.01% Unchanged
82 ARBOR CAPITAL MANAGEMENT INC /ADV 0.42% of their portfolio ANCHORAGE, AK 9,1579.2k $425.7k $425.7k 0.42% Added +198 +198
83 Semus Wealth Partners LLC 0.27% of their portfolio Boca Raton, FL 9,0709.1k $414.5k $414.5k 0.27% Reduced -219 -219
84 NEW WAVE WEALTH ADVISORS LLC 0.17% of their portfolio SPRINGDALE, AR 8,9398.9k $408.5k $408.5k 0.17% New
85 CREATIVE FINANCIAL DESIGNS INC /ADV 0.03% of their portfolio KOKOMO, IN 8,9238.9k $407.7k $407.7k 0.03% Added +86 +86
86 WORLD EQUITY GROUP, INC. 0.09% of their portfolio SCHAUMBURG, IL 8,8928.9k $406.3k $406.3k 0.09% New
87 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 8,8118.8k $402.6k $402.6k 0.00% Unchanged
88 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 8,7958.8k $401.9k $401.9k 0.01% Reduced -900 -900
89 FORTRESS PRIVATE LEDGER, LLC 0.24% of their portfolio RALEIGH, NC 8,5918.6k $392.6k $392.6k 0.24% First filing
90 Diversify Advisory Services, LLC 0.02% of their portfolio SANDY, UT 8,4178.4k $382.8k $382.8k 0.02% Added +135 +135
91 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 8,2998.3k $381.9k $381.9k 0.01% Reduced -1.0k -1,000
92 VestGen Investment Management 0.10% of their portfolio EGG HARBOR TOWNSHIP, NJ 8,2348.2k $376.3k $376.3k 0.10% Added +2.6k +2,555
93 Catalina Capital Group, LLC 0.12% of their portfolio Torrance, CA 7,7667.8k $354.9k $354.9k 0.12% Unchanged
94 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 7,7407.7k $353.7k $353.7k 0.00% Added +2.0k +1,958
95 Summit Wealth Partners, LLC 0.07% of their portfolio Orlando, FL 7,3147.3k $334.2k $334.2k 0.07% Unchanged
96 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 7,3007.3k $333.6k $333.6k 0.00% Reduced -12.3k -12,282
97 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 7,1047.1k $324.6k $324.6k 0.00% Reduced -115 -115
98 TOWNSQUARE CAPITAL LLC 0.00% of their portfolio Lehi, UT 6,6896.7k $305.7k $305.7k 0.00% Added +553 +553
99 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 6,4646.5k $295.0k $295.0k 0.00% New
100 WOLVERINE TRADING, LLC 0.01% of their portfolio CHICAGO, IL 6,4246.4k $294.0k $294.0k 0.01% Reduced -13.6k -13,640