Vault-13

FIRST TR EXCHNG TRADED FD VI DDEC

FT VEST U.S. · ETP · CUSIP 33740U406

62 institutional holders +14 vs Q3 2022
3,365,5843.4m shares reported held*
$103.1mreported value*
20 new 15 added 21 reduced 6 sold out net sold ≈ $412.4k (-13.5k 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 ≈ $30.63.

Trends to Q4 2022

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 48Q4 22: 6262Q3 22Q4 22
Numbers
QuarterHolders
Q3 202248
Q4 202262

Biggest buyers

Sigma Planning Corp New +166,118+166.1k
Private Advisor Group, LLC New +70,099+70.1k
GUARDIAN WEALTH ADVISORS, LLC / NC New +65,300+65.3k
Aptus Capital Advisors, LLC New +65,300+65.3k
Cetera Advisor Networks LLC Added +49,455+49.5k
Hilltop Holdings Inc. New +48,568+48.6k
ENVESTNET ASSET MANAGEMENT INC Added +38,346+38.3k
Mutual Advisors, LLC Added +37,171+37.2k
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Added +36,321+36.3k
AVANTAX ADVISORY SERVICES, INC. New +34,924+34.9k

Biggest sellers

COMMONWEALTH EQUITY SERVICES, LLC Reduced -389,196-389.2k
Cetera Investment Advisers Reduced -173,761-173.8k
Cambridge Investment Research Advisors, Inc. Reduced -91,839-91.8k
Kestra Advisory Services, LLC Reduced -34,819-34.8k
WealthPlan Investment Management, LLC Reduced -31,470-31.5k
Summit Financial Wealth Advisors, LLC Reduced -30,200-30.2k
Keystone Wealth Services, LLC Reduced -27,960-28.0k
GeoWealth Management, LLC Sold out -24,903-24.9k
NATIONS FINANCIAL GROUP INC, /IA/ /ADV Sold out -22,560-22.6k
CITADEL ADVISORS LLC Sold out -20,563-20.6k

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 +4.3 pts · filed 2026-10-22 41.6% +4.3 pts 3.7m≈ $174.0m 2026-10-22

Holders, Q4 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 TOWNSQUARE CAPITAL LLC 0.26% of their portfolio Lehi, UT 341,885341.9k $10.5m $10.5m 0.26% Reduced -11.2k -11,203
2 Cetera Advisors LLC 0.17% of their portfolio DENVER, CO 300,244300.2k $9.2m $9.2m 0.17% Added +18.1k +18,076
3 Mutual Advisors, LLC 0.38% of their portfolio OMAHA, NE 279,469279.5k $8.6m $8.6m 0.38% Added +37.2k +37,171
4 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 218,312218.3k $6.7m $6.7m 0.02% Reduced -389.2k -389,196
5 WORLD EQUITY GROUP, INC. 1.21% of their portfolio SCHAUMBURG, IL 166,439166.4k $5.1m $5.1m 1.21% Reduced -10.8k -10,796
6 Sigma Planning Corp 0.18% of their portfolio ANN ARBOR, MI 166,118166.1k $5.1m $5.1m 0.18% New
7 Brookstone Capital Management 0.08% of their portfolio WHEATON, IL 126,176126.2k $3.9m $3.9m 0.08% Reduced -6.9k -6,927
8 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 116,735116.7k $3.6m $3.6m 0.03% Reduced -34.8k -34,819
9 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 112,798112.8k $3.5m $3.5m 0.00% Added +38.3k +38,346
10 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 105,537105.5k $3.2m $3.2m 0.01% Added +31.3k +31,326
11 Global Retirement Partners, LLC 0.19% of their portfolio San Rafael, CA 91,01791.0k $2.8m $2.8m 0.19% Reduced -4.4k -4,358
12 Strategic Blueprint, LLC 0.28% of their portfolio ATLANTA, GA 78,26878.3k $2.4m $2.4m 0.28% Added +28.8k +28,820
13 HARBOUR INVESTMENTS, INC. 0.14% of their portfolio MADISON, WI 77,25177.3k $2.4m $2.4m 0.14% Added +30.9k +30,867
14 Cetera Advisor Networks LLC 0.02% of their portfolio EL SEGUNDO, CA 70,74670.7k $2.2m $2.2m 0.02% Added +49.5k +49,455
15 Private Advisor Group, LLC 0.06% of their portfolio MORRISTOWN, NJ 70,09970.1k $2.1m $2.1m 0.06% New
16 Aptus Capital Advisors, LLC 0.07% of their portfolio FAIRHOPE, AL 65,30065.3k $2.0m $2.0m 0.07% New
17 GUARDIAN WEALTH ADVISORS, LLC / NC 0.38% of their portfolio RALEIGH, NC 65,30065.3k $2.0m $2.0m 0.38% New
18 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.16% of their portfolio BIRMINGHAM, AL 64,44164.4k $2.0m $2.0m 0.16% Added +36.3k +36,321
19 CreativeOne Wealth, LLC 0.11% of their portfolio OVERLAND PARK, KS 63,24863.2k $1.9m $1.9m 0.11% Added +5.4k +5,434
20 IFP Advisors, Inc 0.05% of their portfolio TAMPA, FL 63,22363.2k $1.9m $1.9m 0.05% Reduced -639 -639
21 Hilltop Holdings Inc. 0.19% of their portfolio DALLAS, TX 48,56848.6k $1.5m $1.5m 0.19% New
22 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 47,35247.4k $1.4m $1.4m 0.01% Added +26.4k +26,376
23 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 37,35237.4k $1.1m $1.1m 0.01% Reduced -173.8k -173,761
24 StoneX Group Inc. 0.14% of their portfolio NEW YORK, NY 37,18337.2k $1.1m $1.1m 0.14% Added +2.6k +2,613
25 Summit Financial Wealth Advisors, LLC 0.26% of their portfolio Lafayette, LA 35,70035.7k $1.1m $1.1m 0.26% Reduced -30.2k -30,200
26 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 34,92434.9k $1.1m $1.1m 0.01% New
27 Glen Eagle Advisors, LLC 0.27% of their portfolio KINGSTON, NJ 32,44632.4k $993.2k $993.2k 0.27% Reduced -851 -851
28 Tanglewood Legacy Advisors, LLC 0.70% of their portfolio HOUSTON, TX 31,99432.0k $979.3k $979.3k 0.70% First filing
29 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 27,59627.6k $845.0k $845.0k 0.00% Reduced -91.8k -91,839
30 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 24,34724.3k $745.3k $745.3k 0.02% Added +11.3k +11,337
31 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 23,82923.8k $729.4k $729.4k 0.00% Added +11.8k +11,812
32 Comprehensive Financial Consultants Institutional, Inc. 0.44% of their portfolio Bloomington, IN 22,99923.0k $716.9k $716.9k 0.44% Reduced -164 -164
33 Integrity Financial Corp /WA 0.67% of their portfolio JACKSON, WY 22,97123.0k $703.1k $703.1k 0.67% Reduced -7.0k -6,991
34 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 22,09522.1k $676.3k $676.3k 0.00% New
35 Patriot Financial Group Insurance Agency, LLC 0.15% of their portfolio Westborough, MA 21,15021.1k $647.4k $647.4k 0.15% Added +10.0k +10,000
36 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 18,84118.8k $576.7k $576.7k 0.00% New
37 Sage Capital Advisors,llc 0.24% of their portfolio SIOUX FALLS, SD 17,77717.8k $544.2k $544.2k 0.24% Reduced -7.1k -7,126
38 Summit Wealth Partners, LLC 0.14% of their portfolio Orlando, FL 17,52417.5k $536.4k $536.4k 0.14% Reduced -1.6k -1,588
39 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 15,04515.0k $460.5k $460.5k 0.02% New
40 Ignite Planners, LLC 0.19% of their portfolio SAN CLEMENTE, CA 14,62814.6k $463.1k $463.1k 0.19% New
41 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 14,42914.4k $442.0k $442.0k 0.00% New
42 Sowell Financial Services LLC 0.03% of their portfolio NORTH LITTLE ROCK, AR 14,01814.0k $429.0k $429.0k 0.03% New
43 HBW ADVISORY SERVICES LLC 0.11% of their portfolio SIMI VALLEY, CA 13,40513.4k $410.0k $410.0k 0.11% Unchanged
44 SYNOVUS FINANCIAL CORP 0.00% of their portfolio Columbus, GA 13,05713.1k $399.7k $399.7k 0.00% Reduced -2.7k -2,717
45 SOA Wealth Advisors, LLC. 0.09% of their portfolio NEW YORK, NY 10,82810.8k $331.4k $331.4k 0.09% Reduced -20 -20
46 Grant Street Asset Management, Inc. 0.14% of their portfolio CANONSBURG, PA 10,68510.7k $327.1k $327.1k 0.14% New
47 Sunbelt Securities, Inc. 0.06% of their portfolio HOUSTON, TX 10,19910.2k $312.2k $312.2k 0.06% Unchanged
48 Prosperity Consulting Group, LLC 0.20% of their portfolio OWINGS MILLS, MD 10,03310.0k $307.1k $307.1k 0.20% New
49 WealthPLAN Partners, LLC 0.02% of their portfolio OMAHA, NE 8,9318.9k $284.7k $284.7k 0.02% First filing
50 WealthPlan Investment Management, LLC 0.02% of their portfolio OMAHA, NE 8,9318.9k $284.6k $284.6k 0.02% Reduced -31.5k -31,470
51 McKinley Carter Wealth Services, Inc. 0.02% of their portfolio WHEELING, WV 8,4008.4k $257.1k $257.1k 0.02% Added +800 +800
52 MGO ONE SEVEN LLC 0.02% of their portfolio Beachwood, OH 7,8007.8k $238.8k $238.8k 0.02% Reduced -1.6k -1,650
53 FSB PREMIER WEALTH MANAGEMENT, INC. 0.13% of their portfolio WATERLOO, IA 7,4867.5k $229.1k $229.1k 0.13% Reduced -800 -800
54 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 6,9316.9k $212.2k $212.2k 0.01% New
55 Keystone Wealth Services, LLC 0.09% of their portfolio PALM DESERT, CA 6,7706.8k $207.2k $207.2k 0.09% Reduced -28.0k -27,960
56 AdvisorNet Financial, Inc 0.01% of their portfolio MINNETONKA, MN 4,9354.9k $151.1k $151.1k 0.01% Unchanged
57 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 4,8994.9k $150.0k $150.0k 0.00% New
58 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 3,8003.8k $116.0k $116.0k 0.01% Unchanged
59 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,2441.2k $38.0k $38.0k 0.00% New
60 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 825825 $25.0k $25.0k 0.00% New
61 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 557557 $17.1k $17.1k 0.00% New
62 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 494494 $15.0k $15.0k 0.00% New