Vault-13

FIRST TR EXCHNG TRADED FD VI FSEP

FT VEST US EQT · ETP · CUSIP 33740U307

126 institutional holders -6 vs Q4 2024
4,225,1544.2m shares reported held*
$188.2mreported value*
11 new 23 added 62 reduced 17 sold out net sold ≈ $36.1m (-810.9k 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 ≈ $44.55.

Trends to Q1 2025

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: 132Q1 25: 126126Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202270
Q4 202276
Q1 202384
Q2 202377
Q3 202387
Q4 202397
Q1 202493
Q2 202496
Q3 2024111
Q4 2024132
Q1 2025126

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 23: 19 bought or addedQ2 23: 46 cut or sold outQ3 23: 48 bought or addedQ3 23: 31 cut or sold outQ3 23Q4 23: 41 bought or addedQ4 23: 40 cut or sold outQ1 24: 19 bought or addedQ1 24: 51 cut or sold outQ1 24Q2 24: 22 bought or addedQ2 24: 59 cut or sold outQ3 24: 74 bought or addedQ3 24: 29 cut or sold outQ3 24Q4 24: 58 bought or addedQ4 24: 45 cut or sold outQ1 25: 34 bought or addedQ1 25: 79 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20231946
Q3 20234831
Q4 20234140
Q1 20241951
Q2 20242259
Q3 20247429
Q4 20245845
Q1 20253479

Biggest buyers

Rockefeller Capital Management L.P. New +45,488+45.5k
ASSETMARK, INC Added +40,597+40.6k
BECK CAPITAL MANAGEMENT, LLC New +24,022+24.0k
JPMORGAN CHASE & CO Added +18,005+18.0k
COMMONWEALTH EQUITY SERVICES, LLC Added +17,019+17.0k
Steward Partners Investment Advisory, LLC Added +10,820+10.8k
CITADEL ADVISORS LLC Added +9,750+9.8k
Farther Finance Advisors, LLC New +9,292+9.3k
Merit Financial Group, LLC Added +8,601+8.6k
Sowell Financial Services LLC New +8,329+8.3k

Biggest sellers

ENVESTNET ASSET MANAGEMENT INC Reduced -235,977-236.0k
Cetera Investment Advisers Reduced -167,015-167.0k
CreativeOne Wealth, LLC Reduced -111,555-111.6k
McCarthy & Cox Reduced -96,571-96.6k
RAYMOND JAMES FINANCIAL INC Reduced -54,356-54.4k
Valtinson Bruner Financial Planning LLC Sold out -40,313-40.3k
Janney Montgomery Scott LLC Reduced -39,145-39.1k
Advisory Services Network, LLC Sold out -28,656-28.7k
OSAIC HOLDINGS, INC. Reduced -22,774-22.8k
Atria Investments, Inc Sold out -19,688-19.7k

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, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 314,798314.8k $14.0m $14.0m 0.03% Reduced -22.8k -22,774
2 CWM, LLC 0.05% of their portfolio OMAHA, NE 306,850306.9k $13.7m $13.7m 0.05% Reduced -5.9k -5,933
3 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 256,591256.6k $11.4m $11.4m 0.00% Reduced -236.0k -235,977
4 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 238,753238.8k $10.6m $10.6m 0.02% Added +17.0k +17,019
5 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 216,195216.2k $9.6m $9.6m 0.00% Reduced -54.4k -54,356
6 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 163,001163.0k $7.3m $7.3m 0.04% Reduced -4.6k -4,642
7 ASSETMARK, INC 0.02% of their portfolio CONCORD, CA 145,428145.4k $6.5m $6.5m 0.02% Added +40.6k +40,597
8 REAP Financial Group, LLC 1.56% of their portfolio AUSTIN, TX 141,230141.2k $6.3m $6.3m 1.56% Reduced -8.0k -7,991
9 Bison Wealth, LLC 0.48% of their portfolio ATLANTA, GA 114,518114.5k $5.1m $5.1m 0.48% Reduced -6.3k -6,269
10 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 108,923108.9k $4.9m $4.9m 0.01% Reduced -167.0k -167,015
11 Schulz Wealth, LTD. 3.66% of their portfolio MANSFIELD, TX 107,757107.8k $4.8m $4.8m 3.66% Reduced -6.6k -6,600
12 Keystone Wealth Services, LLC 1.28% of their portfolio PALM DESERT, CA 106,319106.3k $4.7m $4.7m 1.28% Reduced -605 -605
13 Strategic Blueprint, LLC 0.25% of their portfolio ATLANTA, GA 102,890102.9k $4.6m $4.6m 0.25% Added +3.8k +3,849
14 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 99,92499.9k $4.5m $4.5m 0.00% Reduced -377 -377
15 Merit Financial Group, LLC 0.06% of their portfolio ALPHARETTA, GA 93,42093.4k $4.2m $4.2m 0.06% Added +8.6k +8,601
16 1776 Wealth LLC 1.50% of their portfolio ATLANTA, GA 73,40873.4k $3.3m $3.3m 1.50% Unchanged
17 Fragasso Financial Advisors Inc 0.22% of their portfolio SEWICKLEY, PA 65,37565.4k $2.9m $2.9m 0.22% Reduced -1.1k -1,134
18 Prospera Financial Services Inc 0.06% of their portfolio Dallas, TX 60,42160.4k $2.7m $2.7m 0.06% Reduced -47 -47
19 ERn Financial, LLC 0.41% of their portfolio MIDDLETON, WI 57,71257.7k $2.6m $2.6m 0.41% Reduced -2.7k -2,729
20 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 55,37555.4k $2.5m $2.5m 0.01% Reduced -4.5k -4,482
21 HARBOUR INVESTMENTS, INC. 0.07% of their portfolio MADISON, WI 52,70652.7k $2.3m $2.3m 0.07% Reduced -1.9k -1,865
22 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 45,48845.5k $2.0m $2.0m 0.01% New
23 Atria Wealth Solutions, Inc. 0.02% of their portfolio NEW YORK, NY 36,09736.1k $1.6m $1.6m 0.02% Reduced -4.8k -4,750
24 Gerber Kawasaki Wealth & Investment Management 0.07% of their portfolio SANTA MONICA, CA 35,06035.1k $1.6m $1.6m 0.07% Reduced -190 -190
25 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 33,14133.1k $1.5m $1.5m 0.01% Added +10.8k +10,820
26 STEPHENS INC /AR/ 0.02% of their portfolio LITTLE ROCK, AR 32,43032.4k $1.4m $1.4m 0.02% Reduced -47 -47
27 Integrity Financial Corp /WA 0.81% of their portfolio JACKSON, WY 32,16032.2k $1.4m $1.4m 0.81% Reduced -1.6k -1,594
28 Sloy Dahl & Holst, LLC 0.24% of their portfolio Vancouver, WA 31,08231.1k $1.4m $1.4m 0.24% Reduced -614 -614
29 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 30,93330.9k $1.4m $1.4m 0.00% Reduced -39.1k -39,145
30 FWG Investments, LLC. 1.55% of their portfolio LEXINGTON, KY 29,58129.6k $1.3m $1.3m 1.55% Reduced -2.4k -2,380
31 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 28,66128.7k $1.3m $1.3m 0.00% Added +3.9k +3,866
32 THOROUGHBRED FINANCIAL SERVICES, LLC 0.08% of their portfolio BRENTWOOD, TN 27,55227.6k $1.2m $1.2m 0.08% Unchanged
33 Signal Advisors Wealth, LLC 0.12% of their portfolio DETROIT, MI 27,48027.5k $1.2m $1.2m 0.12% Reduced -5.8k -5,828
34 BEACON FINANCIAL GROUP 0.13% of their portfolio DALLAS, TX 27,36027.4k $1.2m $1.2m 0.13% Reduced -14.4k -14,431
35 Octavia Wealth Advisors, LLC 0.14% of their portfolio CINCINNATI, OH 25,35325.4k $1.1m $1.1m 0.14% Reduced -654 -654
36 McKinley Carter Wealth Services, Inc. 0.07% of their portfolio WHEELING, WV 25,27925.3k $1.1m $1.1m 0.07% Added +1.5k +1,470
37 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 24,45624.5k $1.1m $1.1m 0.00% Reduced -17.8k -17,789
38 BECK CAPITAL MANAGEMENT, LLC 0.31% of their portfolio AUSTIN, TX 24,02224.0k $1.1m $1.1m 0.31% New
39 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 23,15423.2k $1.0m $1.0m 0.00% Added +840 +840
40 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 20,83720.8k $928.3k $928.3k 0.01% Reduced -482 -482
41 FSB PREMIER WEALTH MANAGEMENT, INC. 0.35% of their portfolio WATERLOO, IA 20,33320.3k $905.8k $905.8k 0.35% Added +920 +920
42 CreativeOne Wealth, LLC 0.03% of their portfolio OVERLAND PARK, KS 20,12220.1k $896.4k $896.4k 0.03% Reduced -111.6k -111,555
43 LEGACY SOLUTIONS, LLC 0.98% of their portfolio KENNETT SQUARE, PA 19,94319.9k $888.5k $888.5k 0.98% Unchanged
44 Ameritas Advisory Services, LLC 0.04% of their portfolio Lincoln, NE 19,85819.9k $896.9k $896.9k 0.04% Reduced -617 -617
45 Mariner, LLC 0.00% of their portfolio Overland Park, KS 19,77019.8k $880.8k $880.8k 0.00% Reduced -869 -869
46 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 18,35518.4k $817.7k $817.7k 0.01% Reduced -1.2k -1,247
47 TFB Advisors LLC 0.23% of their portfolio OVERLAND PARK, KS 18,22418.2k $811.9k $811.9k 0.23% Added +3.8k +3,760
48 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 18,17018.2k $809.5k $809.5k 0.00% Added +18.0k +18,005
49 McCarthy & Cox 0.34% of their portfolio MARYSVILLE, OH 17,65617.7k $786.6k $786.6k 0.34% Reduced -96.6k -96,571
50 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 17,49017.5k $779.2k $779.2k 0.01% Unchanged
51 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 17,34617.3k $772.8k $772.8k 0.01% Reduced -6.5k -6,456
52 FOUNDERS FINANCIAL SECURITIES LLC 0.06% of their portfolio TOWSON, MD 17,15217.2k $759.0k $759.0k 0.06% Added +5.3k +5,280
53 SeaCrest Wealth Management, LLC 0.08% of their portfolio PURCHASE, NY 16,83116.8k $749.8k $749.8k 0.08% Unchanged
54 DHJJ Financial Advisors, Ltd. 0.30% of their portfolio NAPERVILLE, IL 16,81616.8k $749.2k $749.2k 0.30% Reduced -75 -75
55 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 15,79815.8k $703.8k $703.8k 0.00% Reduced -4.2k -4,250
56 Bleakley Financial Group, LLC 0.02% of their portfolio PARSIPPANY, NJ 15,25715.3k $679.7k $679.7k 0.02% Unchanged
57 Lion Street Advisors, LLC 0.21% of their portfolio Austin, TX 14,90014.9k $663.8k $663.8k 0.21% Unchanged
58 Darwin Wealth Management, LLC 0.23% of their portfolio TAMPA, FL 14,79814.8k $676.2k $676.2k 0.23% Unchanged
59 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.12% of their portfolio BLUE BELL, PA 14,52714.5k $647.2k $647.2k 0.12% Unchanged
60 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.05% of their portfolio Westlake, OH 14,50914.5k $648.4k $648.4k 0.05% Reduced -178 -178
61 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 14,50714.5k $646.3k $646.3k 0.00% Added +9.8k +9,750
62 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 14,31914.3k $637.9k $637.9k 0.00% Reduced -2.8k -2,785
63 CENTAURUS FINANCIAL, INC. 0.04% of their portfolio ANAHEIM, CA 14,12614.1k $629.0k $629.0k 0.04% Unchanged
64 SWMG, LLC 0.24% of their portfolio FORT WORTH, TX 13,51313.5k $596.6k $596.6k 0.24% Reduced -38 -38
65 MGO ONE SEVEN LLC 0.02% of their portfolio Beachwood, OH 13,30213.3k $592.6k $592.6k 0.02% Reduced -3.5k -3,475
66 CoreCap Advisors, LLC 0.02% of their portfolio SOUTHFIELD, MI 12,65312.7k $563.7k $563.7k 0.02% Added +1.1k +1,076
67 Main Street Financial Solutions, LLC 0.05% of their portfolio NEWTOWN, PA 12,30212.3k $548.1k $548.1k 0.05% Unchanged
68 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 11,43311.4k $509.3k $509.3k 0.01% Added +2.6k +2,638
69 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 10,69610.7k $476.5k $476.5k 0.01% Reduced -399 -399
70 Accel Wealth Management 0.17% of their portfolio WAVERLY, IA 10,67510.7k $475.6k $475.6k 0.17% Unchanged
71 Prosperity Consulting Group, LLC 0.04% of their portfolio OWINGS MILLS, MD 10,52510.5k $468.9k $468.9k 0.04% Added +349 +349
72 Noble Wealth Management PBC 0.32% of their portfolio GREENWOOD VILLAGE, CO 10,34310.3k $460.8k $460.8k 0.32% Reduced -335 -335
73 Sunbelt Securities, Inc. 0.04% of their portfolio HOUSTON, TX 10,13010.1k $451.3k $451.3k 0.04% Reduced -5.6k -5,589
74 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 10,11210.1k $450.0k $450.0k 0.00% Added +3.6k +3,648
75 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.00% of their portfolio IRVING, TX 10,07910.1k $449.0k $449.0k 0.00% Added +440 +440
76 SOA Wealth Advisors, LLC. 0.09% of their portfolio NEW YORK, NY 9,6969.7k $432.0k $432.0k 0.09% Added +5 +5
77 ARBOR CAPITAL MANAGEMENT INC /ADV 0.42% of their portfolio ANCHORAGE, AK 9,6219.6k $430.0k $430.0k 0.42% Added +464 +464
78 NOVEM GROUP 0.06% of their portfolio Rochester, NY 9,5909.6k $427.2k $427.2k 0.06% Reduced -5.9k -5,910
79 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 9,5879.6k $427.1k $427.1k 0.00% Reduced -95 -95
80 Apollon Wealth Management, LLC 0.01% of their portfolio MOUNT PLEASANT, SC 9,5179.5k $424.0k $424.0k 0.01% Unchanged
81 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 9,2929.3k $415.3k $415.3k 0.01% New
82 Semus Wealth Partners LLC 0.28% of their portfolio Boca Raton, FL 9,0709.1k $404.1k $404.1k 0.28% Unchanged
83 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 8,5118.5k $379.2k $379.2k 0.00% Reduced -300 -300
84 Sowell Financial Services LLC 0.02% of their portfolio NORTH LITTLE ROCK, AR 8,3298.3k $371.1k $371.1k 0.02% New
85 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 8,2998.3k $366.4k $366.4k 0.01% Unchanged
86 Diversify Advisory Services, LLC 0.02% of their portfolio SANDY, UT 8,2828.3k $367.1k $367.1k 0.02% Reduced -135 -135
87 Catalina Capital Group, LLC 0.23% of their portfolio Torrance, CA 7,7667.8k $346.0k $346.0k 0.23% Unchanged
88 Summit Wealth Partners, LLC 0.07% of their portfolio Orlando, FL 7,3147.3k $325.8k $325.8k 0.07% Unchanged
89 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 7,1047.1k $316.5k $316.5k 0.00% Unchanged
90 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 7,0507.0k $314.1k $314.1k 0.00% Reduced -250 -250
91 NEW WAVE WEALTH ADVISORS LLC 0.13% of their portfolio SPRINGDALE, AR 6,7036.7k $298.6k $298.6k 0.13% Reduced -2.2k -2,236
92 Harvest Investment Services, LLC 0.08% of their portfolio Oakbrook Terrace, IL 6,4556.5k $287.6k $287.6k 0.08% Added +1.4k +1,414
93 TOWNSQUARE CAPITAL LLC 0.00% of their portfolio Lehi, UT 6,1366.1k $273.4k $273.4k 0.00% Reduced -553 -553
94 LANARK FINANCIAL, INC. 0.02% of their portfolio BIRMINGHAM, AL 6,0986.1k $271.0k $271.0k 0.02% Added +6.1k +6,090
95 Share Andrew L. 0.19% of their portfolio MANCHESTER, NH 6,0006.0k $267.3k $267.3k 0.19% Unchanged
96 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 5,9556.0k $265.3k $265.3k 0.00% Reduced -6.0k -5,955
97 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.01% of their portfolio LOS ANGELES, CA 5,8305.8k $259.7k $259.7k 0.01% Unchanged
98 Tanglewood Legacy Advisors, LLC 0.11% of their portfolio HOUSTON, TX 5,7435.7k $255.8k $255.8k 0.11% New
99 Clear Creek Financial Management, LLC 0.03% of their portfolio SILVERDALE, WA 5,6795.7k $253.0k $253.0k 0.03% Unchanged
100 CREATIVE FINANCIAL DESIGNS INC /ADV 0.02% of their portfolio KOKOMO, IN 5,6005.6k $249.5k $249.5k 0.02% Reduced -3.3k -3,323