Vault-13

FIRST TR EXCHNG TRADED FD VI FSEP

FT VEST US EQT · ETP · CUSIP 33740U307

153 institutional holders +4 vs Q4 2025
6,081,6666.1m shares reported held*
$306.2mreported value*
15 new 31 added 69 reduced 9 sold out net bought ≈ $37.9m (+753.2k 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 ≈ $50.35.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0100200Q3 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: 149Q1 26: 153153Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026153

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 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 25Q2 25: 40 bought or addedQ2 25: 61 cut or sold outQ3 25: 81 bought or addedQ3 25: 43 cut or sold outQ3 25Q4 25: 72 bought or addedQ4 25: 57 cut or sold outQ1 26: 46 bought or addedQ1 26: 78 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20242259
Q3 20247429
Q4 20245845
Q1 20253479
Q2 20254061
Q3 20258143
Q4 20257257
Q1 20264678

Biggest buyers

Wealthcare Advisory Partners LLC New +733,902+733.9k
Keystone Wealth Services, LLC New +94,282+94.3k
NewEdge Advisors, LLC Added +87,590+87.6k
ASSETMARK, INC Added +28,716+28.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +24,570+24.6k
VestGen Advisors, LLC New +18,932+18.9k
Kestra Advisory Services, LLC Added +18,469+18.5k
Concurrent Investment Advisors, LLC New +15,812+15.8k
Rockefeller Capital Management L.P. Added +12,995+13.0k
CITADEL ADVISORS LLC New +9,656+9.7k

Biggest sellers

COMMONWEALTH EQUITY SERVICES, LLC Reduced -95,898-95.9k
OSAIC HOLDINGS, INC. Reduced -29,612-29.6k
CWM, LLC Reduced -27,200-27.2k
RAYMOND JAMES FINANCIAL INC Reduced -22,488-22.5k
ENVESTNET ASSET MANAGEMENT INC Reduced -18,934-18.9k
STEPHENS INC /AR/ Reduced -16,720-16.7k
Oakmont Advisory Group, LLC Sold out -15,952-16.0k
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors Sold out -14,470-14.5k
Cetera Investment Advisers Reduced -13,264-13.3k
BAM Wealth Management, LLC Reduced -11,402-11.4k

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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Wealthcare Advisory Partners LLC 0.72% of their portfolio WEST CHESTER, PA 733,902733.9k $36.9m $36.9m 0.72% New
2 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 487,954488.0k $24.6m $24.6m 0.01% Reduced -18.9k -18,934
3 CWM, LLC 0.06% of their portfolio OMAHA, NE 425,054425.1k $21.4m $21.4m 0.06% Reduced -27.2k -27,200
4 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 368,071368.1k $18.5m $18.5m 0.02% Reduced -13.3k -13,264
5 ASSETMARK, INC 0.03% of their portfolio CONCORD, CA 279,992280.0k $14.1m $14.1m 0.03% Added +28.7k +28,716
6 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 278,924278.9k $14.0m $14.0m 0.02% Reduced -29.6k -29,612
7 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 240,643240.6k $12.1m $12.1m 0.00% Reduced -3.1k -3,120
8 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 203,062203.1k $10.2m $10.2m 0.01% Reduced -95.9k -95,898
9 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 196,084196.1k $9.9m $9.9m 0.00% Reduced -22.5k -22,488
10 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 162,442162.4k $8.2m $8.2m 0.03% Added +18.5k +18,469
11 Atria Investments, Inc 0.08% of their portfolio Charlotte, NC 145,836145.8k $7.3m $7.3m 0.08% Added +2.7k +2,713
12 REAP Financial Group, LLC 1.37% of their portfolio AUSTIN, TX 137,965138.0k $6.9m $6.9m 1.37% Reduced -815 -815
13 Strategic Blueprint, LLC 0.30% of their portfolio ATLANTA, GA 103,767103.8k $5.2m $5.2m 0.30% Added +1.2k +1,155
14 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 102,436102.4k $5.2m $5.2m 0.02% Added +87.6k +87,590
15 Keystone Wealth Services, LLC 1.01% of their portfolio PALM DESERT, CA 94,28294.3k $4.7m $4.7m 1.01% New
16 BAM Wealth Management, LLC 3.21% of their portfolio LAKEWOOD, CO 85,37885.4k $4.3m $4.3m 3.21% Reduced -11.4k -11,402
17 1776 Wealth LLC 1.45% of their portfolio ATLANTA, GA 73,40873.4k $3.7m $3.7m 1.45% Unchanged
18 HARBOUR INVESTMENTS, INC. 0.06% of their portfolio MADISON, WI 73,13273.1k $3.7m $3.7m 0.06% Added +8.7k +8,748
19 Prospera Financial Services Inc 0.06% of their portfolio Dallas, TX 69,44569.4k $3.5m $3.5m 0.06% Added +517 +517
20 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 68,36768.4k $3.4m $3.4m 0.01% Added +4.0k +4,041
21 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 67,68367.7k $3.4m $3.4m 0.01% Added +645 +645
22 CreativeOne Wealth, LLC 0.08% of their portfolio OVERLAND PARK, KS 67,33967.3k $3.4m $3.4m 0.08% Reduced -5.9k -5,880
23 Fragasso Financial Advisors Inc 0.19% of their portfolio SEWICKLEY, PA 61,29861.3k $3.1m $3.1m 0.19% Reduced -268 -268
24 Integrity Financial Corp /WA 1.08% of their portfolio JACKSON, WY 43,04443.0k $2.2m $2.2m 1.08% Reduced -428 -428
25 ERn Financial, LLC 0.41% of their portfolio MIDDLETON, WI 43,02543.0k $2.2m $2.2m 0.41% Reduced -1.9k -1,901
26 Signal Advisors Wealth, LLC 0.13% of their portfolio DETROIT, MI 37,72737.7k $1.9m $1.9m 0.13% Added +1.5k +1,532
27 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 36,69636.7k $1.8m $1.8m 0.01% Reduced -50 -50
28 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 34,37434.4k $1.7m $1.7m 0.00% Added +13.0k +12,995
29 Gerber Kawasaki Wealth & Investment Management 0.05% of their portfolio SANTA MONICA, CA 32,27332.3k $1.6m $1.6m 0.05% Reduced -1.7k -1,730
30 Sloy Dahl & Holst, LLC 0.21% of their portfolio Vancouver, WA 30,48230.5k $1.5m $1.5m 0.21% Unchanged
31 FWG Investments, LLC. 0.92% of their portfolio LEXINGTON, KY 28,87528.9k $1.5m $1.5m 0.92% Reduced -1.2k -1,194
32 FOUNDERS FINANCIAL SECURITIES LLC 0.08% of their portfolio TOWSON, MD 28,75528.8k $1.5m $1.5m 0.08% Added +2.5k +2,469
33 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.20% of their portfolio BLUE BELL, PA 27,85027.9k $1.4m $1.4m 0.20% Added +859 +859
34 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 27,14627.1k $1.4m $1.4m 0.00% Added +294 +294
35 McKinley Carter Wealth Services, Inc. 0.08% of their portfolio WHEELING, WV 26,40626.4k $1.3m $1.3m 0.08% Unchanged
36 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 25,95526.0k $1.3m $1.3m 0.00% Reduced -173 -173
37 Mariner, LLC 0.00% of their portfolio Overland Park, KS 25,45225.5k $1.3m $1.3m 0.00% Added +8.2k +8,152
38 Bleakley Financial Group, LLC 0.02% of their portfolio PARSIPPANY, NJ 24,69824.7k $1.2m $1.2m 0.02% Unchanged
39 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 24,57024.6k $1.2m $1.2m 0.00% New
40 BECK CAPITAL MANAGEMENT, LLC 0.28% of their portfolio AUSTIN, TX 24,47124.5k $1.2m $1.2m 0.28% Added +2.7k +2,693
41 Octavia Wealth Advisors, LLC 0.12% of their portfolio CINCINNATI, OH 24,45124.5k $1.2m $1.2m 0.12% Reduced -902 -902
42 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 24,06424.1k $1.2m $1.2m 0.00% Reduced -626 -626
43 Accel Wealth Management 0.30% of their portfolio WAVERLY, IA 23,18023.2k $1.2m $1.2m 0.30% Unchanged
44 LEGACY SOLUTIONS, LLC 1.08% of their portfolio KENNETT SQUARE, PA 23,08823.1k $1.2m $1.2m 1.08% Unchanged
45 American Alpha Advisors, LLC 0.66% of their portfolio NEW YORK, NY 22,46022.5k $1.1m $1.1m 0.66% Reduced -8 -8
46 MGO ONE SEVEN LLC 0.02% of their portfolio Beachwood, OH 22,01922.0k $1.1m $1.1m 0.02% Reduced -451 -451
47 FSB PREMIER WEALTH MANAGEMENT, INC. 0.34% of their portfolio WATERLOO, IA 21,70921.7k $1.1m $1.1m 0.34% Reduced -1 -1
48 Wood Tarver Financial Group, LLC 0.30% of their portfolio BOISE, ID 21,54221.5k $1.1m $1.1m 0.30% Added +2.9k +2,894
49 CENTAURUS FINANCIAL, INC. 0.05% of their portfolio ANAHEIM, CA 21,11321.1k $1.1m $1.1m 0.05% Unchanged
50 THOROUGHBRED FINANCIAL SERVICES, LLC 0.06% of their portfolio BRENTWOOD, TN 20,10120.1k $1.0m $1.0m 0.06% Reduced -7.3k -7,296
51 Clear Creek Financial Management, LLC 0.07% of their portfolio SILVERDALE, WA 19,17919.2k $965.3k $965.3k 0.07% Reduced -1.0k -1,000
52 VestGen Advisors, LLC 0.03% of their portfolio CHICAGO, IL 18,93218.9k $1.0m $1.0m 0.03% New
53 INTEGRITY ALLIANCE, LLC. 0.04% of their portfolio Urbandale, IA 18,90018.9k $951.2k $951.2k 0.04% Reduced -750 -750
54 SILVER OAK SECURITIES, INCORPORATED 0.07% of their portfolio JACKSON, TN 18,86518.9k $949.5k $949.5k 0.07% Reduced -4 -4
55 COZAD ASSET MANAGEMENT INC 0.07% of their portfolio CHAMPAIGN, IL 18,76718.8k $944.6k $944.6k 0.07% Added +634 +634
56 VestGen Investment Management 0.49% of their portfolio EGG HARBOR TOWNSHIP, NJ 17,67317.7k $889.5k $889.5k 0.49% Reduced -1.5k -1,484
57 DHJJ Financial Advisors, Ltd. 0.29% of their portfolio NAPERVILLE, IL 17,58717.6k $885.2k $885.2k 0.29% Reduced -99 -99
58 BEACON FINANCIAL GROUP 0.09% of their portfolio DALLAS, TX 17,46517.5k $879.0k $879.0k 0.09% Reduced -1.0k -1,037
59 CoreCap Advisors, LLC 0.03% of their portfolio SOUTHFIELD, MI 17,15217.2k $863.3k $863.3k 0.03% Reduced -37 -37
60 Gallagher Fiduciary Advisors, LLC 0.03% of their portfolio ROLLING MEADOWS, IL 16,29816.3k $820.3k $820.3k 0.03% Reduced -1.3k -1,330
61 WEALTHGARDEN F.S. LLC 0.55% of their portfolio EL SEGUNDO, CA 16,15616.2k $813.2k $813.2k 0.55% Unchanged
62 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 16,13716.1k $812.2k $812.2k 0.00% Reduced -2.2k -2,162
63 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 15,81215.8k $795.8k $795.8k 0.01% New
64 KINGSWOOD WEALTH ADVISORS, LLC 0.04% of their portfolio SAN DIEGO, CA 15,65515.7k $787.9k $787.9k 0.04% Unchanged
65 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 15,58515.6k $784.4k $784.4k 0.00% Reduced -2.3k -2,330
66 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 15,45615.5k $777.9k $777.9k 0.01% Added +1.4k +1,450
67 Foundations Investment Advisors, LLC 0.01% of their portfolio PHOENIX, AZ 13,98114.0k $703.7k $703.7k 0.01% Reduced -4.6k -4,573
68 Merit Financial Group, LLC 0.01% of their portfolio ALPHARETTA, GA 13,81413.8k $695.3k $695.3k 0.01% Reduced -8.1k -8,110
69 KINTRA WEALTH, LLC 0.05% of their portfolio WILLIAMSPORT, PA 13,67713.7k $688.4k $688.4k 0.05% Added +510 +510
70 SWMG, LLC 0.20% of their portfolio FORT WORTH, TX 13,62113.6k $685.5k $685.5k 0.20% Unchanged
71 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 13,30213.3k $669.5k $669.5k 0.01% Reduced -1.1k -1,106
72 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.00% of their portfolio IRVING, TX 13,28513.3k $667.8k $667.8k 0.00% Added +1.1k +1,106
73 Harvest Investment Services, LLC 0.12% of their portfolio Oakbrook Terrace, IL 13,13713.1k $661.2k $661.2k 0.12% Reduced -76 -76
74 ACT Advisors, LLC. 0.27% of their portfolio ASHEVILLE, NC 12,46812.5k $627.5k $627.5k 0.27% Unchanged
75 Main Street Financial Solutions, LLC 0.05% of their portfolio NEWTOWN, PA 12,28712.3k $618.4k $618.4k 0.05% Reduced -979 -979
76 Ignite Planners, LLC 0.09% of their portfolio SAN CLEMENTE, CA 12,01712.0k $604.8k $604.8k 0.09% Reduced -445 -445
77 Chris Bulman Inc 0.26% of their portfolio ROSEVILLE, CA 11,58511.6k $583.1k $583.1k 0.26% Reduced -1 -1
78 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 11,54411.5k $581.0k $581.0k 0.01% Reduced -11 -11
79 WORLD EQUITY GROUP, INC. 0.15% of their portfolio SCHAUMBURG, IL 11,21511.2k $564.5k $564.5k 0.15% Reduced -1.4k -1,418
80 Keating Financial Advisory Services, Inc. 0.08% of their portfolio MANHATTAN, KS 10,43610.4k $525.2k $525.2k 0.08% Added +942 +942
81 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 10,32410.3k $519.6k $519.6k 0.01% Reduced -2.8k -2,803
82 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 10,23010.2k $514.9k $514.9k 0.00% Reduced -3.0k -3,034
83 Sunbelt Securities, Inc. 0.03% of their portfolio HOUSTON, TX 10,22110.2k $514.4k $514.4k 0.03% Added +996 +996
84 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 9,8329.8k $494.8k $494.8k 0.02% Added +684 +684
85 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 9,6569.7k $486.0k $486.0k 0.00% New
86 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 9,4929.5k $477.7k $477.7k 0.00% New
87 NOVEM GROUP 0.05% of their portfolio Rochester, NY 9,1259.1k $459.3k $459.3k 0.05% Reduced -340 -340
88 Snowden Capital Advisors LLC 0.01% of their portfolio New York, NY 9,1239.1k $459.2k $459.2k 0.01% Added +678 +678
89 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 8,8348.8k $445.0k $445.0k 0.00% Added +157 +157
90 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 8,4058.4k $423.0k $423.0k 0.00% Reduced -1 -1
91 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 8,3508.3k $420.3k $420.3k 0.00% Unchanged
92 TFB Advisors LLC 0.22% of their portfolio OVERLAND PARK, KS 8,2978.3k $417.6k $417.6k 0.22% Reduced -8.5k -8,502
93 DIVERSIFY WEALTH MANAGEMENT, LLC 0.01% of their portfolio SANDY, UT 8,2838.3k $441.4k $441.4k 0.01% New
94 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 8,2408.2k $414.7k $414.7k 0.01% Reduced -970 -970
95 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 8,1588.2k $412.4k $412.4k 0.00% Reduced -1.5k -1,511
96 Catalina Capital Group, LLC 0.24% of their portfolio Torrance, CA 7,7667.8k $390.9k $390.9k 0.24% Unchanged
97 ARBOR CAPITAL MANAGEMENT INC /ADV 0.32% of their portfolio ANCHORAGE, AK 7,5497.5k $387.3k $387.3k 0.32% Reduced -686 -686
98 INSIGNEO ADVISORY SERVICES, LLC 0.03% of their portfolio MIAMI, FL 7,4947.5k $377.2k $377.2k 0.03% Reduced -1.1k -1,125
99 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 7,3197.3k $368.4k $368.4k 0.00% Reduced -111 -111
100 Summit Wealth Partners, LLC 0.06% of their portfolio Orlando, FL 7,3147.3k $368.1k $368.1k 0.06% Unchanged