Vault-13

FIRST TR EXCHNG TRADED FD VI DDEC

FT VEST U.S. · ETP · CUSIP 33740U406

65 institutional holders +3 vs Q4 2022
5,024,0085.0m shares reported held*
$160.7mreported value*
12 new 19 added 24 reduced 9 sold out net bought ≈ $53.1m (+1.7m 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 ≈ $31.98.

Trends to Q1 2023

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 48Q4 22: 62Q1 23: 6565Q3 22Q4 22Q1 23
Numbers
QuarterHolders
Q3 202248
Q4 202262
Q1 202365

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q4 22: 35 bought or addedQ4 22: 27 cut or sold outQ4 22Q1 23: 31 bought or addedQ1 23: 33 cut or sold outQ1 23
Numbers
QuarterBought or addedCut or sold out
Q4 20223527
Q1 20233133

Biggest buyers

SPINNAKER TRUST New +1,821,461+1.8m
OPPENHEIMER & CO INC New +306,411+306.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +57,386+57.4k
KCS Wealth Advisory New +29,976+30.0k
HARBOUR INVESTMENTS, INC. Added +20,486+20.5k
NewEdge Advisors, LLC Added +14,085+14.1k
LJI Wealth Management, LLC New +13,700+13.7k
Cetera Advisor Networks LLC Added +13,577+13.6k
CITADEL ADVISORS LLC New +13,483+13.5k
Cetera Investment Advisers Added +11,610+11.6k

Biggest sellers

WORLD EQUITY GROUP, INC. Sold out -166,439-166.4k
Brookstone Capital Management Sold out -126,176-126.2k
TOWNSQUARE CAPITAL LLC Reduced -77,004-77.0k
Private Advisor Group, LLC Sold out -70,099-70.1k
Hilltop Holdings Inc. Sold out -48,568-48.6k
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Reduced -40,091-40.1k
ENVESTNET ASSET MANAGEMENT INC Reduced -25,155-25.2k
IFP Advisors, Inc Reduced -24,092-24.1k
Global Retirement Partners, LLC Reduced -23,373-23.4k
Kestra Advisory Services, LLC Reduced -21,174-21.2k

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, Q1 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 SPINNAKER TRUST 4.42% of their portfolio PORTLAND, ME 1,821,4611.8m $58.3m $58.3m 4.42% New
2 OPPENHEIMER & CO INC 0.21% of their portfolio NEW YORK, NY 306,411306.4k $9.8m $9.8m 0.21% New
3 Cetera Advisors LLC 0.15% of their portfolio DENVER, CO 290,101290.1k $9.3m $9.3m 0.15% Reduced -10.1k -10,143
4 Mutual Advisors, LLC 0.37% of their portfolio OMAHA, NE 278,634278.6k $8.9m $8.9m 0.37% Reduced -835 -835
5 TOWNSQUARE CAPITAL LLC 0.19% of their portfolio Lehi, UT 264,881264.9k $8.5m $8.5m 0.19% Reduced -77.0k -77,004
6 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 201,720201.7k $6.5m $6.5m 0.01% Reduced -16.6k -16,592
7 Sigma Planning Corp 0.18% of their portfolio ANN ARBOR, MI 165,858165.9k $5.3m $5.3m 0.18% Reduced -260 -260
8 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 116,307116.3k $3.7m $3.7m 0.01% Added +10.8k +10,770
9 HARBOUR INVESTMENTS, INC. 0.17% of their portfolio MADISON, WI 97,73797.7k $3.1m $3.1m 0.17% Added +20.5k +20,486
10 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 95,56195.6k $3.1m $3.1m 0.03% Reduced -21.2k -21,174
11 Strategic Blueprint, LLC 0.29% of their portfolio ATLANTA, GA 89,04389.0k $2.8m $2.8m 0.29% Added +10.8k +10,775
12 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 87,64387.6k $2.8m $2.8m 0.00% Reduced -25.2k -25,155
13 Cetera Advisor Networks LLC 0.02% of their portfolio EL SEGUNDO, CA 84,32384.3k $2.7m $2.7m 0.02% Added +13.6k +13,577
14 Global Retirement Partners, LLC 0.12% of their portfolio San Rafael, CA 67,64467.6k $2.2m $2.2m 0.12% Reduced -23.4k -23,373
15 Aptus Capital Advisors, LLC 0.06% of their portfolio FAIRHOPE, AL 65,30065.3k $2.1m $2.1m 0.06% Unchanged
16 GUARDIAN WEALTH ADVISORS, LLC / NC 0.37% of their portfolio RALEIGH, NC 65,30065.3k $2.1m $2.1m 0.37% Unchanged
17 CreativeOne Wealth, LLC 0.10% of their portfolio OVERLAND PARK, KS 63,88663.9k $2.0m $2.0m 0.10% Added +638 +638
18 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 57,38657.4k $1.8m $1.8m 0.00% New
19 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 48,96249.0k $1.6m $1.6m 0.01% Added +11.6k +11,610
20 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 46,47846.5k $1.5m $1.5m 0.01% Reduced -874 -874
21 AVANTAX ADVISORY SERVICES, INC. 0.02% of their portfolio DALLAS, TX 42,71942.7k $1.4m $1.4m 0.02% Added +7.8k +7,795
22 IFP Advisors, Inc 0.05% of their portfolio TAMPA, FL 39,13139.1k $1.2m $1.2m 0.05% Reduced -24.1k -24,092
23 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 38,43238.4k $1.2m $1.2m 0.02% Added +14.1k +14,085
24 Summit Financial Wealth Advisors, LLC 0.27% of their portfolio Lafayette, LA 35,70035.7k $1.1m $1.1m 0.27% Unchanged
25 StoneX Group Inc. 0.11% of their portfolio NEW YORK, NY 31,99432.0k $1.0m $1.0m 0.11% Reduced -5.2k -5,189
26 Tanglewood Legacy Advisors, LLC 0.65% of their portfolio HOUSTON, TX 31,99432.0k $1.0m $1.0m 0.65% Unchanged
27 Glen Eagle Advisors, LLC 0.25% of their portfolio KINGSTON, NJ 31,69631.7k $1.0m $1.0m 0.25% Reduced -750 -750
28 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 31,34331.3k $1.0m $1.0m 0.00% Added +3.7k +3,747
29 KCS Wealth Advisory 0.36% of their portfolio LOS ANGELES, CA 29,97630.0k $958.9k $958.9k 0.36% New
30 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 26,30326.3k $841.4k $841.4k 0.00% Added +4.2k +4,208
31 Integrity Financial Corp /WA 0.68% of their portfolio JACKSON, WY 26,03426.0k $832.8k $832.8k 0.68% Added +3.1k +3,063
32 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 24,47024.5k $782.8k $782.8k 0.00% Added +641 +641
33 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.06% of their portfolio BIRMINGHAM, AL 24,35024.4k $779.0k $779.0k 0.06% Reduced -40.1k -40,091
34 Comprehensive Financial Consultants Institutional, Inc. 0.42% of their portfolio Bloomington, IN 22,99923.0k $735.7k $735.7k 0.42% Unchanged
35 Sage Capital Advisors,llc 0.23% of their portfolio SIOUX FALLS, SD 18,56418.6k $593.9k $593.9k 0.23% Added +787 +787
36 Ignite Planners, LLC 0.23% of their portfolio SAN CLEMENTE, CA 17,79217.8k $570.0k $570.0k 0.23% Added +3.2k +3,164
37 Summit Wealth Partners, LLC 0.12% of their portfolio Orlando, FL 14,97415.0k $479.0k $479.0k 0.12% Reduced -2.5k -2,550
38 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 14,42914.4k $462.0k $462.0k 0.00% Unchanged
39 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 14,32014.3k $458.7k $458.7k 0.02% Reduced -725 -725
40 LJI Wealth Management, LLC 0.14% of their portfolio INDIANAPOLIS, IN 13,70013.7k $438.3k $438.3k 0.14% New
41 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 13,48313.5k $431.3k $431.3k 0.00% New
42 SYNOVUS FINANCIAL CORP 0.00% of their portfolio Columbus, GA 12,80712.8k $409.7k $409.7k 0.00% Reduced -250 -250
43 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 11,46311.5k $366.7k $366.7k 0.01% New
44 Prosperity Consulting Group, LLC 0.23% of their portfolio OWINGS MILLS, MD 11,17911.2k $357.6k $357.6k 0.23% Added +1.1k +1,146
45 SOA Wealth Advisors, LLC. 0.09% of their portfolio NEW YORK, NY 10,81810.8k $346.1k $346.1k 0.09% Reduced -10 -10
46 Grant Street Asset Management, Inc. 0.13% of their portfolio CANONSBURG, PA 10,05010.1k $321.5k $321.5k 0.13% Reduced -635 -635
47 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 9,9159.9k $317.2k $317.2k 0.00% Added +8.7k +8,671
48 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 9,8459.8k $314.9k $314.9k 0.00% Reduced -9.0k -8,996
49 Sunbelt Securities, Inc. 0.05% of their portfolio HOUSTON, TX 9,8249.8k $311.8k $311.8k 0.05% Reduced -375 -375
50 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 9,7839.8k $313.0k $313.0k 0.01% New
51 WealthPlan Investment Management, LLC 0.05% of their portfolio OMAHA, NE 8,6208.6k $275.7k $275.7k 0.05% Reduced -311 -311
52 McKinley Carter Wealth Services, Inc. 0.02% of their portfolio WHEELING, WV 8,4008.4k $268.7k $268.7k 0.02% Unchanged
53 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 8,1818.2k $261.7k $261.7k 0.01% Added +1.2k +1,250
54 Sowell Financial Services LLC 0.02% of their portfolio NORTH LITTLE ROCK, AR 7,4577.5k $239.0k $239.0k 0.02% Reduced -6.6k -6,561
55 Keystone Wealth Services, LLC 0.09% of their portfolio PALM DESERT, CA 6,7706.8k $216.6k $216.6k 0.09% Unchanged
56 Patriot Financial Group Insurance Agency, LLC 0.04% of their portfolio Westborough, MA 6,6506.7k $212.7k $212.7k 0.04% Reduced -14.5k -14,500
57 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 5,2725.3k $169.0k $169.0k 0.01% Added +1.5k +1,472
58 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 4,8994.9k $156.7k $156.7k 0.00% Unchanged
59 UBS Group AG 0.00% of their portfolio ZURICH, V8 4,1794.2k $133.7k $133.7k 0.00% New
60 AdvisorNet Financial, Inc 0.01% of their portfolio MINNETONKA, MN 2,6492.6k $84.7k $84.7k 0.01% Reduced -2.3k -2,286
61 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 2,4802.5k $79.3k $79.3k 0.00% Added +1.7k +1,655
62 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.01% of their portfolio BLUE BELL, PA 1,3131.3k $42.0k $42.0k 0.01% New
63 Avior Wealth Management, LLC 0.00% of their portfolio OMAHA, NE 1,0361.0k $33.1k $33.1k 0.00% New
64 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 822822 $26.3k $26.3k 0.00% New
65 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 557557 $17.8k $17.8k 0.00% Unchanged