Vault-13

FIRST TR EXCHNG TRADED FD VI FSEP

FT VEST US EQT · ETP · CUSIP 33740U307

149 institutional holders +10 vs Q3 2025
5,439,8075.4m shares reported held*
$280.5mreported value*
20 new 52 added 45 reduced 12 sold out net sold ≈ $4.7m (-91.8k 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 ≈ $51.56.

Trends to Q4 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: 127Q3 25: 139Q4 25: 149149Q3 22Q2 23Q1 24Q4 24Q4 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
Q3 2025139
Q4 2025149

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 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 25Q3 25: 81 bought or addedQ3 25: 43 cut or sold outQ4 25: 72 bought or addedQ4 25: 57 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20241951
Q2 20242259
Q3 20247429
Q4 20245845
Q1 20253479
Q2 20254061
Q3 20258143
Q4 20257257

Biggest buyers

ASSETMARK, INC Added +34,124+34.1k
MML INVESTORS SERVICES, LLC Added +24,417+24.4k
CWM, LLC Added +22,816+22.8k
INTEGRITY ALLIANCE, LLC. New +19,650+19.6k
KINGSWOOD WEALTH ADVISORS, LLC New +15,655+15.7k
Clear Creek Financial Management, LLC Added +14,100+14.1k
KINTRA WEALTH, LLC New +13,167+13.2k
OLD MISSION CAPITAL LLC New +13,127+13.1k
LPL Financial LLC Added +12,511+12.5k
ACT Advisors, LLC. New +12,468+12.5k

Biggest sellers

Keystone Wealth Services, LLC Sold out -104,114-104.1k
JANE STREET GROUP, LLC Sold out -59,105-59.1k
ENVESTNET ASSET MANAGEMENT INC Reduced -40,293-40.3k
Cetera Investment Advisers Reduced -31,050-31.1k
OSAIC HOLDINGS, INC. Reduced -28,096-28.1k
McCarthy & Cox Sold out -17,656-17.7k
Merit Financial Group, LLC Reduced -16,431-16.4k
Sanctuary Advisors, LLC Reduced -15,694-15.7k
STEPHENS INC /AR/ Reduced -12,198-12.2k
American Alpha Advisors, LLC Reduced -11,744-11.7k

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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 506,888506.9k $26.1m $26.1m 0.01% Reduced -40.3k -40,293
2 CWM, LLC 0.06% of their portfolio OMAHA, NE 452,254452.3k $23.3m $23.3m 0.06% Added +22.8k +22,816
3 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 381,335381.3k $19.7m $19.7m 0.02% Reduced -31.1k -31,050
4 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 308,536308.5k $15.9m $15.9m 0.02% Reduced -28.1k -28,096
5 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 298,960299.0k $15.4m $15.4m 0.02% Reduced -7.7k -7,720
6 ASSETMARK, INC 0.03% of their portfolio CONCORD, CA 251,276251.3k $13.0m $13.0m 0.03% Added +34.1k +34,124
7 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 243,763243.8k $12.6m $12.6m 0.00% Added +12.5k +12,511
8 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 218,572218.6k $11.3m $11.3m 0.00% Added +2.1k +2,084
9 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 143,973144.0k $7.4m $7.4m 0.03% Added +4.2k +4,244
10 Atria Investments, Inc 0.08% of their portfolio Charlotte, NC 143,123143.1k $7.4m $7.4m 0.08% Reduced -1.5k -1,544
11 REAP Financial Group, LLC 1.45% of their portfolio AUSTIN, TX 138,780138.8k $7.2m $7.2m 1.45% Reduced -1.7k -1,657
12 Strategic Blueprint, LLC 0.31% of their portfolio ATLANTA, GA 102,612102.6k $5.3m $5.3m 0.31% Added +3.9k +3,939
13 Schulz Wealth, LTD. 3.37% of their portfolio MANSFIELD, TX 102,053102.1k $5.3m $5.3m 3.37% Reduced -3.9k -3,890
14 BAM Wealth Management, LLC 3.61% of their portfolio LAKEWOOD, CO 96,78096.8k $5.0m $5.0m 3.61% Reduced -10.1k -10,103
15 1776 Wealth LLC 1.42% of their portfolio ATLANTA, GA 73,40873.4k $3.8m $3.8m 1.42% Unchanged
16 CreativeOne Wealth, LLC 0.09% of their portfolio OVERLAND PARK, KS 73,21973.2k $3.8m $3.8m 0.09% Added +6.3k +6,318
17 Prospera Financial Services Inc 0.06% of their portfolio Dallas, TX 68,92868.9k $3.6m $3.6m 0.06% Reduced -2.2k -2,217
18 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 67,03867.0k $3.5m $3.5m 0.01% Added +24.4k +24,417
19 HARBOUR INVESTMENTS, INC. 0.07% of their portfolio MADISON, WI 64,38464.4k $3.3m $3.3m 0.07% Added +9.1k +9,125
20 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 64,32664.3k $3.3m $3.3m 0.01% Added +7.7k +7,659
21 Fragasso Financial Advisors Inc 0.19% of their portfolio SEWICKLEY, PA 61,56661.6k $3.2m $3.2m 0.19% Reduced -2.9k -2,907
22 ERn Financial, LLC 0.44% of their portfolio MIDDLETON, WI 44,92644.9k $2.3m $2.3m 0.44% Reduced -1.4k -1,426
23 Integrity Financial Corp /WA 1.13% of their portfolio JACKSON, WY 43,47243.5k $2.2m $2.2m 1.13% Added +9.3k +9,307
24 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 36,74636.7k $1.9m $1.9m 0.01% Added +1.5k +1,521
25 Signal Advisors Wealth, LLC 0.15% of their portfolio DETROIT, MI 36,19536.2k $1.9m $1.9m 0.15% Added +5.4k +5,396
26 Gerber Kawasaki Wealth & Investment Management 0.06% of their portfolio SANTA MONICA, CA 34,00334.0k $1.8m $1.8m 0.06% Added +158 +158
27 Sloy Dahl & Holst, LLC 0.19% of their portfolio Vancouver, WA 30,48230.5k $1.6m $1.6m 0.19% Reduced -600 -600
28 FWG Investments, LLC. 0.99% of their portfolio LEXINGTON, KY 30,06930.1k $1.6m $1.6m 0.99% Added +290 +290
29 THOROUGHBRED FINANCIAL SERVICES, LLC 0.08% of their portfolio BRENTWOOD, TN 27,39727.4k $1.4m $1.4m 0.08% Unchanged
30 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.20% of their portfolio BLUE BELL, PA 26,99127.0k $1.4m $1.4m 0.20% Added +1.2k +1,160
31 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 26,85226.9k $1.4m $1.4m 0.00% Added +1.7k +1,683
32 McKinley Carter Wealth Services, Inc. 0.08% of their portfolio WHEELING, WV 26,40626.4k $1.4m $1.4m 0.08% Added +1.1k +1,127
33 FOUNDERS FINANCIAL SECURITIES LLC 0.08% of their portfolio TOWSON, MD 26,28626.3k $1.4m $1.4m 0.08% Added +3.0k +3,021
34 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 26,12826.1k $1.3m $1.3m 0.00% Added +6.9k +6,881
35 Octavia Wealth Advisors, LLC 0.12% of their portfolio CINCINNATI, OH 25,35325.4k $1.3m $1.3m 0.12% Unchanged
36 Bleakley Financial Group, LLC 0.02% of their portfolio PARSIPPANY, NJ 24,69824.7k $1.3m $1.3m 0.02% Added +383 +383
37 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 24,69024.7k $1.3m $1.3m 0.00% Reduced -4.1k -4,070
38 STEPHENS INC /AR/ 0.02% of their portfolio LITTLE ROCK, AR 23,42223.4k $1.2m $1.2m 0.02% Reduced -12.2k -12,198
39 Accel Wealth Management 0.33% of their portfolio WAVERLY, IA 23,18023.2k $1.2m $1.2m 0.33% Added +1.9k +1,860
40 LEGACY SOLUTIONS, LLC 1.05% of their portfolio KENNETT SQUARE, PA 23,08823.1k $1.2m $1.2m 1.05% Added +2.4k +2,414
41 MGO ONE SEVEN LLC 0.02% of their portfolio Beachwood, OH 22,47022.5k $1.2m $1.2m 0.02% Added +3.3k +3,288
42 American Alpha Advisors, LLC 0.73% of their portfolio NEW YORK, NY 22,46822.5k $1.2m $1.2m 0.73% Reduced -11.7k -11,744
43 Merit Financial Group, LLC 0.01% of their portfolio ALPHARETTA, GA 21,92421.9k $1.1m $1.1m 0.01% Reduced -16.4k -16,431
44 BECK CAPITAL MANAGEMENT, LLC 0.27% of their portfolio AUSTIN, TX 21,77821.8k $1.1m $1.1m 0.27% Reduced -1.7k -1,731
45 FSB PREMIER WEALTH MANAGEMENT, INC. 0.36% of their portfolio WATERLOO, IA 21,71021.7k $1.1m $1.1m 0.36% Added +1.5k +1,460
46 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 21,37921.4k $1.1m $1.1m 0.00% Added +9.3k +9,270
47 CENTAURUS FINANCIAL, INC. 0.05% of their portfolio ANAHEIM, CA 21,11321.1k $1.1m $1.1m 0.05% Added +394 +394
48 Clear Creek Financial Management, LLC 0.08% of their portfolio SILVERDALE, WA 20,17920.2k $1.0m $1.0m 0.08% Added +14.1k +14,100
49 INTEGRITY ALLIANCE, LLC. 0.04% of their portfolio Urbandale, IA 19,65019.6k $1.0m $1.0m 0.04% New
50 VestGen Investment Management 0.55% of their portfolio EGG HARBOR TOWNSHIP, NJ 19,15719.2k $987.7k $987.7k 0.55% Added +2.4k +2,370
51 SILVER OAK SECURITIES, INCORPORATED 0.07% of their portfolio JACKSON, TN 18,86918.9k $976.1k $976.1k 0.07% Added +2.0k +2,038
52 Wood Tarver Financial Group, LLC 0.27% of their portfolio BOISE, ID 18,64818.6k $961.0k $961.0k 0.27% Added +10.9k +10,888
53 Foundations Investment Advisors, LLC 0.01% of their portfolio PHOENIX, AZ 18,55418.6k $956.6k $956.6k 0.01% Added +1.5k +1,530
54 BEACON FINANCIAL GROUP 0.09% of their portfolio DALLAS, TX 18,50218.5k $953.9k $953.9k 0.09% Reduced -615 -615
55 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 18,29918.3k $943.5k $943.5k 0.01% Reduced -15.7k -15,694
56 COZAD ASSET MANAGEMENT INC 0.07% of their portfolio CHAMPAIGN, IL 18,13318.1k $934.9k $934.9k 0.07% Added +2.5k +2,500
57 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 17,91517.9k $923.7k $923.7k 0.01% Unchanged
58 DHJJ Financial Advisors, Ltd. 0.30% of their portfolio NAPERVILLE, IL 17,68617.7k $911.9k $911.9k 0.30% Reduced -370 -370
59 Gallagher Fiduciary Advisors, LLC 0.03% of their portfolio ROLLING MEADOWS, IL 17,62817.6k $908.9k $908.9k 0.03% Added +2.1k +2,133
60 Mariner, LLC 0.00% of their portfolio Overland Park, KS 17,30017.3k $892.0k $892.0k 0.00% Reduced -1.4k -1,447
61 CoreCap Advisors, LLC 0.03% of their portfolio SOUTHFIELD, MI 17,18917.2k $886.3k $886.3k 0.03% Added +228 +228
62 TFB Advisors LLC 0.24% of their portfolio OVERLAND PARK, KS 16,79916.8k $866.2k $866.2k 0.24% Reduced -248 -248
63 WEALTHGARDEN F.S. LLC 0.55% of their portfolio EL SEGUNDO, CA 16,15616.2k $841.6k $841.6k 0.55% Unchanged
64 Oakmont Advisory Group, LLC 0.88% of their portfolio ALBUQUERQUE, NM 15,95216.0k $822.5k $822.5k 0.88% First filing
65 KINGSWOOD WEALTH ADVISORS, LLC 0.04% of their portfolio SAN DIEGO, CA 15,65515.7k $807.2k $807.2k 0.04% New
66 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 14,84614.8k $765.5k $765.5k 0.00% Reduced -1.4k -1,360
67 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.04% of their portfolio Westlake, OH 14,47014.5k $746.1k $746.1k 0.04% Reduced -417 -417
68 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 14,40814.4k $742.9k $742.9k 0.01% Reduced -863 -863
69 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 14,00614.0k $722.1k $722.1k 0.01% Added +1.3k +1,336
70 SWMG, LLC 0.20% of their portfolio FORT WORTH, TX 13,62113.6k $709.1k $709.1k 0.20% Unchanged
71 Main Street Financial Solutions, LLC 0.05% of their portfolio NEWTOWN, PA 13,26613.3k $684.0k $684.0k 0.05% Reduced -42 -42
72 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 13,26413.3k $683.9k $683.9k 0.00% Added +1.2k +1,196
73 Harvest Investment Services, LLC 0.13% of their portfolio Oakbrook Terrace, IL 13,21313.2k $681.3k $681.3k 0.13% Added +4.9k +4,892
74 KINTRA WEALTH, LLC 0.09% of their portfolio WILLIAMSPORT, PA 13,16713.2k $678.9k $678.9k 0.09% New
75 OLD MISSION CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 13,12713.1k $676.8k $676.8k 0.03% New
76 WORLD EQUITY GROUP, INC. 0.18% of their portfolio SCHAUMBURG, IL 12,63312.6k $651.4k $651.4k 0.18% Reduced -893 -893
77 ACT Advisors, LLC. 0.25% of their portfolio ASHEVILLE, NC 12,46812.5k $642.9k $642.9k 0.25% New
78 Ignite Planners, LLC 0.10% of their portfolio SAN CLEMENTE, CA 12,46212.5k $648.4k $648.4k 0.10% Added +1.5k +1,475
79 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.00% of their portfolio IRVING, TX 12,17912.2k $627.9k $627.9k 0.00% Added +100 +100
80 Chris Bulman Inc 0.26% of their portfolio ROSEVILLE, CA 11,58611.6k $597.4k $597.4k 0.26% Unchanged
81 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 11,55511.6k $595.8k $595.8k 0.01% Unchanged
82 SOA Wealth Advisors, LLC. 0.10% of their portfolio NEW YORK, NY 11,42711.4k $588.9k $588.9k 0.10% Added +1.4k +1,400
83 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 9,6699.7k $502.3k $502.3k 0.00% Added +3.3k +3,306
84 Keating Financial Advisory Services, Inc. 0.07% of their portfolio MANHATTAN, KS 9,4949.5k $489.5k $489.5k 0.07% First filing
85 NOVEM GROUP 0.06% of their portfolio Rochester, NY 9,4659.5k $488.0k $488.0k 0.06% Reduced -75 -75
86 Motiv8 Investments LLC 0.26% of their portfolio PORT ST. LUCIE, FL 9,3279.3k $481.0k $481.0k 0.26% Reduced -435 -435
87 Sunbelt Securities, Inc. 0.03% of their portfolio HOUSTON, TX 9,2259.2k $475.6k $475.6k 0.03% Reduced -1.4k -1,405
88 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 9,2109.2k $474.9k $474.9k 0.01% Unchanged
89 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 9,1489.1k $471.7k $471.7k 0.02% Reduced -2.5k -2,543
90 Sowell Financial Services LLC 0.02% of their portfolio NORTH LITTLE ROCK, AR 8,7608.8k $451.7k $451.7k 0.02% Reduced -1.1k -1,081
91 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 8,6778.7k $447.0k $447.0k 0.00% Added +1.0k +1,020
92 INSIGNEO ADVISORY SERVICES, LLC 0.03% of their portfolio MIAMI, FL 8,6198.6k $444.4k $444.4k 0.03% Added +2.3k +2,294
93 Snowden Capital Advisors LLC 0.01% of their portfolio New York, NY 8,4458.4k $435.4k $435.4k 0.01% Added +2.0k +2,000
94 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 8,4068.4k $433.4k $433.4k 0.00% Added +1.0k +1,048
95 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 8,3508.3k $430.5k $430.5k 0.00% Reduced -113 -113
96 Diversify Advisory Services, LLC 0.01% of their portfolio SANDY, UT 8,2828.3k $431.1k $431.1k 0.01% Unchanged
97 ARBOR CAPITAL MANAGEMENT INC /ADV 0.36% of their portfolio ANCHORAGE, AK 8,2358.2k $426.0k $426.0k 0.36% Reduced -610 -610
98 Catalina Capital Group, LLC 0.25% of their portfolio Torrance, CA 7,7667.8k $400.4k $400.4k 0.25% Unchanged
99 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 7,4307.4k $383.1k $383.1k 0.00% Added +52 +52
100 Noble Wealth Management PBC 0.19% of their portfolio GREENWOOD VILLAGE, CO 7,4287.4k $383.0k $383.0k 0.19% Reduced -813 -813