Vault-13

FIRST TR EXCHNG TRADED FD VI FSEP

FT VEST US EQT · ETP · CUSIP 33740U307

127 institutional holders +1 vs Q1 2025
4,950,1495.0m shares reported held*
$237.6mreported value*
13 new 27 added 49 reduced 12 sold out net bought ≈ $35.2m (+732.5k 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 ≈ $47.99.

Trends to Q2 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: 126Q2 25: 127127Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025127

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 24Q1 25: 34 bought or addedQ1 25: 79 cut or sold outQ2 25: 40 bought or addedQ2 25: 61 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20234831
Q4 20234140
Q1 20241951
Q2 20242259
Q3 20247429
Q4 20245845
Q1 20253479
Q2 20254061

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +388,412+388.4k
Cetera Investment Advisers Added +231,740+231.7k
CreativeOne Wealth, LLC Added +107,168+107.2k
LPL Financial LLC Added +94,980+95.0k
ASSETMARK, INC Added +47,540+47.5k
Atria Investments, Inc New +45,616+45.6k
American Alpha Advisors, LLC New +34,158+34.2k
ROYAL BANK OF CANADA Added +20,924+20.9k
OSAIC HOLDINGS, INC. Added +15,561+15.6k
Gallagher Fiduciary Advisors, LLC New +12,770+12.8k

Biggest sellers

Rockefeller Capital Management L.P. Sold out -45,488-45.5k
Atria Wealth Solutions, Inc. Sold out -36,097-36.1k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -24,456-24.5k
CWM, LLC Reduced -21,237-21.2k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -19,728-19.7k
Kestra Advisory Services, LLC Reduced -19,591-19.6k
JPMORGAN CHASE & CO Reduced -17,770-17.8k
SeaCrest Wealth Management, LLC Sold out -16,831-16.8k
Strategic Blueprint, LLC Reduced -16,098-16.1k
JANE STREET GROUP, LLC Sold out -15,798-15.8k

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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 645,003645.0k $31.0m $31.0m 0.01% Added +388.4k +388,412
2 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 340,663340.7k $16.4m $16.4m 0.03% Added +231.7k +231,740
3 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 330,359330.4k $15.8m $15.8m 0.03% Added +15.6k +15,561
4 CWM, LLC 0.05% of their portfolio OMAHA, NE 285,613285.6k $13.7m $13.7m 0.05% Reduced -21.2k -21,237
5 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 219,025219.0k $10.5m $10.5m 0.01% Reduced -19.7k -19,728
6 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 204,595204.6k $9.8m $9.8m 0.00% Reduced -11.6k -11,600
7 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 194,904194.9k $9.4m $9.4m 0.00% Added +95.0k +94,980
8 ASSETMARK, INC 0.02% of their portfolio CONCORD, CA 192,968193.0k $9.3m $9.3m 0.02% Added +47.5k +47,540
9 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 143,410143.4k $6.9m $6.9m 0.03% Reduced -19.6k -19,591
10 REAP Financial Group, LLC 1.50% of their portfolio AUSTIN, TX 133,418133.4k $6.4m $6.4m 1.50% Reduced -7.8k -7,812
11 CreativeOne Wealth, LLC 0.16% of their portfolio OVERLAND PARK, KS 127,290127.3k $6.1m $6.1m 0.16% Added +107.2k +107,168
12 Bison Wealth, LLC 0.43% of their portfolio ATLANTA, GA 114,248114.2k $5.5m $5.5m 0.43% Reduced -270 -270
13 Keystone Wealth Services, LLC 1.23% of their portfolio PALM DESERT, CA 106,319106.3k $5.1m $5.1m 1.23% Unchanged
14 Schulz Wealth, LTD. 3.81% of their portfolio MANSFIELD, TX 106,261106.3k $5.1m $5.1m 3.81% Reduced -1.5k -1,496
15 Strategic Blueprint, LLC 0.20% of their portfolio ATLANTA, GA 86,79286.8k $4.2m $4.2m 0.20% Reduced -16.1k -16,098
16 Merit Financial Group, LLC 0.04% of their portfolio ALPHARETTA, GA 80,77180.8k $3.9m $3.9m 0.04% Reduced -12.6k -12,649
17 1776 Wealth LLC 1.45% of their portfolio ATLANTA, GA 73,40873.4k $3.5m $3.5m 1.45% Unchanged
18 Prospera Financial Services Inc 0.06% of their portfolio Dallas, TX 64,84464.8k $3.1m $3.1m 0.06% Added +4.4k +4,423
19 Fragasso Financial Advisors Inc 0.21% of their portfolio SEWICKLEY, PA 64,02064.0k $3.1m $3.1m 0.21% Reduced -1.4k -1,355
20 HARBOUR INVESTMENTS, INC. 0.06% of their portfolio MADISON, WI 49,26149.3k $2.4m $2.4m 0.06% Reduced -3.4k -3,445
21 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 48,31148.3k $2.3m $2.3m 0.01% Reduced -7.1k -7,064
22 ERn Financial, LLC 0.49% of their portfolio MIDDLETON, WI 48,25348.3k $2.3m $2.3m 0.49% Reduced -9.5k -9,459
23 Atria Investments, Inc 0.03% of their portfolio Charlotte, NC 45,61645.6k $2.2m $2.2m 0.03% New
24 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 44,07844.1k $2.1m $2.1m 0.00% Added +20.9k +20,924
25 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 35,42535.4k $1.7m $1.7m 0.01% Added +2.3k +2,284
26 Gerber Kawasaki Wealth & Investment Management 0.06% of their portfolio SANTA MONICA, CA 34,98035.0k $1.7m $1.7m 0.06% Reduced -80 -80
27 American Alpha Advisors, LLC 1.32% of their portfolio NEW YORK, NY 34,15834.2k $1.6m $1.6m 1.32% New
28 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 32,89432.9k $1.6m $1.6m 0.00% Added +4.2k +4,233
29 Integrity Financial Corp /WA 0.79% of their portfolio JACKSON, WY 32,13032.1k $1.5m $1.5m 0.79% Reduced -30 -30
30 STEPHENS INC /AR/ 0.02% of their portfolio LITTLE ROCK, AR 31,83031.8k $1.5m $1.5m 0.02% Reduced -600 -600
31 Sloy Dahl & Holst, LLC 0.21% of their portfolio Vancouver, WA 31,08231.1k $1.5m $1.5m 0.21% Unchanged
32 FWG Investments, LLC. 1.06% of their portfolio LEXINGTON, KY 29,17429.2k $1.4m $1.4m 1.06% Reduced -407 -407
33 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 28,37228.4k $1.4m $1.4m 0.00% Reduced -2.6k -2,561
34 THOROUGHBRED FINANCIAL SERVICES, LLC 0.09% of their portfolio BRENTWOOD, TN 27,49727.5k $1.3m $1.3m 0.09% Reduced -55 -55
35 Signal Advisors Wealth, LLC 0.10% of their portfolio DETROIT, MI 27,17027.2k $1.3m $1.3m 0.10% Reduced -310 -310
36 Octavia Wealth Advisors, LLC 0.14% of their portfolio CINCINNATI, OH 25,35325.4k $1.2m $1.2m 0.14% Unchanged
37 McKinley Carter Wealth Services, Inc. 0.07% of their portfolio WHEELING, WV 25,27925.3k $1.2m $1.2m 0.07% Unchanged
38 BEACON FINANCIAL GROUP 0.12% of their portfolio DALLAS, TX 24,58124.6k $1.2m $1.2m 0.12% Reduced -2.8k -2,779
39 BECK CAPITAL MANAGEMENT, LLC 0.29% of their portfolio AUSTIN, TX 24,08024.1k $1.2m $1.2m 0.29% Added +58 +58
40 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 20,00620.0k $960.5k $960.5k 0.00% Reduced -831 -831
41 LEGACY SOLUTIONS, LLC 0.92% of their portfolio KENNETT SQUARE, PA 19,94319.9k $957.4k $957.4k 0.92% Unchanged
42 Mariner, LLC 0.00% of their portfolio Overland Park, KS 19,77819.8k $949.5k $949.5k 0.00% Added +8 +8
43 FSB PREMIER WEALTH MANAGEMENT, INC. 0.33% of their portfolio WATERLOO, IA 19,21419.2k $922.4k $922.4k 0.33% Reduced -1.1k -1,119
44 FOUNDERS FINANCIAL SECURITIES LLC 0.07% of their portfolio TOWSON, MD 18,66018.7k $895.8k $895.8k 0.07% Added +1.5k +1,508
45 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 17,95718.0k $862.1k $862.1k 0.02% Added +611 +611
46 McCarthy & Cox 0.22% of their portfolio MARYSVILLE, OH 17,65617.7k $847.6k $847.6k 0.22% Unchanged
47 TFB Advisors LLC 0.22% of their portfolio OVERLAND PARK, KS 17,33817.3k $832.4k $832.4k 0.22% Reduced -886 -886
48 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 17,02517.0k $817.3k $817.3k 0.01% Reduced -465 -465
49 DHJJ Financial Advisors, Ltd. 0.29% of their portfolio NAPERVILLE, IL 16,47816.5k $791.1k $791.1k 0.29% Reduced -338 -338
50 Sunbelt Securities, Inc. 0.06% of their portfolio HOUSTON, TX 15,71915.7k $718.3k $718.3k 0.06% Added +5.6k +5,589
51 Bleakley Financial Group, LLC 0.02% of their portfolio PARSIPPANY, NJ 15,25715.3k $732.5k $732.5k 0.02% Unchanged
52 MGO ONE SEVEN LLC 0.02% of their portfolio Beachwood, OH 15,19915.2k $729.7k $729.7k 0.02% Added +1.9k +1,897
53 Lion Street Advisors, LLC 0.22% of their portfolio Austin, TX 14,90014.9k $715.3k $715.3k 0.22% Unchanged
54 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.05% of their portfolio Westlake, OH 14,50914.5k $696.6k $696.6k 0.05% Unchanged
55 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.11% of their portfolio BLUE BELL, PA 14,32514.3k $687.7k $687.7k 0.11% Reduced -202 -202
56 CENTAURUS FINANCIAL, INC. 0.04% of their portfolio ANAHEIM, CA 14,12614.1k $678.0k $678.0k 0.04% Unchanged
57 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 13,80513.8k $662.8k $662.8k 0.00% Reduced -514 -514
58 SWMG, LLC 0.22% of their portfolio FORT WORTH, TX 13,62113.6k $668.2k $668.2k 0.22% Added +108 +108
59 CoreCap Advisors, LLC 0.03% of their portfolio SOUTHFIELD, MI 13,53013.5k $649.6k $649.6k 0.03% Added +877 +877
60 Gallagher Fiduciary Advisors, LLC 0.02% of their portfolio ROLLING MEADOWS, IL 12,77012.8k $613.1k $613.1k 0.02% New
61 VestGen Investment Management 0.42% of their portfolio EGG HARBOR TOWNSHIP, NJ 12,31212.3k $591.1k $591.1k 0.42% New
62 Main Street Financial Solutions, LLC 0.04% of their portfolio NEWTOWN, PA 12,30212.3k $590.6k $590.6k 0.04% Unchanged
63 Harvest Investment Services, LLC 0.13% of their portfolio Oakbrook Terrace, IL 12,29812.3k $590.4k $590.4k 0.13% Added +5.8k +5,843
64 WORLD EQUITY GROUP, INC. 0.15% of their portfolio SCHAUMBURG, IL 11,65911.7k $559.7k $559.7k 0.15% New
65 Ameritas Advisory Services, LLC 0.03% of their portfolio Lincoln, NE 11,07111.1k $531.5k $531.5k 0.03% Reduced -8.8k -8,787
66 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 10,93810.9k $525.1k $525.1k 0.01% Added +242 +242
67 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 10,93210.9k $524.8k $524.8k 0.00% New
68 Accel Wealth Management 0.17% of their portfolio WAVERLY, IA 10,47510.5k $502.9k $502.9k 0.17% Reduced -200 -200
69 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 10,18210.2k $488.8k $488.8k 0.01% New
70 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.00% of their portfolio IRVING, TX 10,07910.1k $483.9k $483.9k 0.00% Unchanged
71 SOA Wealth Advisors, LLC. 0.09% of their portfolio NEW YORK, NY 9,6969.7k $465.5k $465.5k 0.09% Unchanged
72 NOVEM GROUP 0.06% of their portfolio Rochester, NY 9,5909.6k $460.4k $460.4k 0.06% Unchanged
73 Prosperity Consulting Group, LLC 0.03% of their portfolio OWINGS MILLS, MD 9,5189.5k $456.9k $456.9k 0.03% Reduced -1.0k -1,007
74 Apollon Wealth Management, LLC 0.01% of their portfolio MOUNT PLEASANT, SC 9,5179.5k $456.9k $456.9k 0.01% Unchanged
75 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 9,2419.2k $443.7k $443.7k 0.01% Reduced -51 -51
76 Semus Wealth Partners LLC 0.28% of their portfolio Boca Raton, FL 9,0709.1k $435.4k $435.4k 0.28% Unchanged
77 Foundations Investment Advisors, LLC 0.01% of their portfolio PHOENIX, AZ 9,0679.1k $435.3k $435.3k 0.01% New
78 ARBOR CAPITAL MANAGEMENT INC /ADV 0.38% of their portfolio ANCHORAGE, AK 9,0539.1k $439.5k $439.5k 0.38% Reduced -568 -568
79 LM Advisors LLC 0.06% of their portfolio SAN DIEGO, CA 9,0009.0k $432.0k $432.0k 0.06% New
80 Darwin Wealth Management, LLC 0.14% of their portfolio TAMPA, FL 8,5718.6k $411.5k $411.5k 0.14% Reduced -6.2k -6,227
81 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 8,5688.6k $411.3k $411.3k 0.00% Added +1.5k +1,464
82 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 8,4958.5k $407.8k $407.8k 0.01% Reduced -2.9k -2,938
83 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 8,3608.4k $401.4k $401.4k 0.00% Reduced -1.2k -1,227
84 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 8,2998.3k $406.5k $406.5k 0.01% Unchanged
85 Diversify Advisory Services, LLC 0.02% of their portfolio SANDY, UT 8,2828.3k $409.7k $409.7k 0.02% Unchanged
86 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 7,8417.8k $376.4k $376.4k 0.00% Reduced -670 -670
87 Sowell Financial Services LLC 0.02% of their portfolio NORTH LITTLE ROCK, AR 7,7967.8k $374.3k $374.3k 0.02% Reduced -533 -533
88 Catalina Capital Group, LLC 0.25% of their portfolio Torrance, CA 7,7667.8k $372.8k $372.8k 0.25% Unchanged
89 Wood Tarver Financial Group, LLC 0.11% of their portfolio BOISE, ID 7,4917.5k $359.0k $359.0k 0.11% Added +6.6k +6,594
90 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 7,3807.4k $354.3k $354.3k 0.00% Reduced -11.0k -10,975
91 Summit Wealth Partners, LLC 0.07% of their portfolio Orlando, FL 7,3147.3k $351.1k $351.1k 0.07% Unchanged
92 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 6,1046.1k $293.0k $293.0k 0.00% Reduced -8.4k -8,403
93 Share Andrew L. 0.20% of their portfolio MANCHESTER, NH 6,0006.0k $288.1k $288.1k 0.20% Unchanged
94 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.01% of their portfolio LOS ANGELES, CA 5,8305.8k $279.9k $279.9k 0.01% Unchanged
95 Clear Creek Financial Management, LLC 0.03% of their portfolio SILVERDALE, WA 5,6795.7k $272.6k $272.6k 0.03% Unchanged
96 CREATIVE FINANCIAL DESIGNS INC /ADV 0.02% of their portfolio KOKOMO, IN 5,6005.6k $268.8k $268.8k 0.02% Unchanged
97 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 5,6005.6k $268.8k $268.8k 0.00% Reduced -355 -355
98 Luken Investment Analytics, LLC 0.11% of their portfolio BRENTWOOD, TN 5,4565.5k $261.9k $261.9k 0.11% Added +572 +572
99 LANARK FINANCIAL, INC. 0.02% of their portfolio BIRMINGHAM, AL 5,3175.3k $255.0k $255.0k 0.02% Reduced -781 -781
100 Tanglewood Legacy Advisors, LLC 0.10% of their portfolio HOUSTON, TX 5,2255.2k $250.8k $250.8k 0.10% Reduced -518 -518