Vault-13

FIRST TR EXCHNG TRADED FD VI DDEC

FT VEST U.S. · ETP · CUSIP 33740U406

60 institutional holders -5 vs Q1 2023
4,829,0494.8m shares reported held*
$162.9mreported value*
5 new 12 added 24 reduced 11 sold out net sold ≈ $6.8m (-202.5k 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 ≈ $33.73.

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 48Q4 22: 62Q1 23: 65Q2 23: 6060Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 202248
Q4 202262
Q1 202365
Q2 202360

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 23Q2 23: 17 bought or addedQ2 23: 35 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 20223527
Q1 20233133
Q2 20231735

Biggest buyers

LPL Financial LLC New +161,052+161.1k
OPPENHEIMER & CO INC Added +141,221+141.2k
Sowell Financial Services LLC Added +100,475+100.5k
MinichMacGregor Wealth Management, LLC New +55,649+55.6k
SPINNAKER TRUST Added +36,770+36.8k
IFP Advisors, Inc Added +33,997+34.0k
CreativeOne Wealth, LLC Added +30,827+30.8k
WORLD EQUITY GROUP, INC. New +27,344+27.3k
Ignite Planners, LLC Added +4,750+4.8k
ROYAL BANK OF CANADA New +4,208+4.2k

Biggest sellers

Cetera Advisors LLC Reduced -259,011-259.0k
Sigma Planning Corp Reduced -154,318-154.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -42,559-42.6k
Cetera Advisor Networks LLC Reduced -42,486-42.5k
Summit Financial Wealth Advisors, LLC Sold out -35,700-35.7k
HARBOUR INVESTMENTS, INC. Reduced -34,986-35.0k
Mutual Advisors, LLC Reduced -32,535-32.5k
Strategic Blueprint, LLC Reduced -28,307-28.3k
Comprehensive Financial Consultants Institutional, Inc. Sold out -22,999-23.0k
Summit Wealth Partners, LLC Sold out -14,974-15.0k

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, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 SPINNAKER TRUST 4.56% of their portfolio PORTLAND, ME 1,858,2311.9m $62.7m $62.7m 4.56% Added +36.8k +36,770
2 OPPENHEIMER & CO INC 0.30% of their portfolio NEW YORK, NY 447,632447.6k $15.1m $15.1m 0.30% Added +141.2k +141,221
3 TOWNSQUARE CAPITAL LLC 0.16% of their portfolio Lehi, UT 256,682256.7k $8.7m $8.7m 0.16% Reduced -8.2k -8,199
4 Mutual Advisors, LLC 0.32% of their portfolio OMAHA, NE 246,099246.1k $8.3m $8.3m 0.32% Reduced -32.5k -32,535
5 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 192,445192.4k $6.5m $6.5m 0.01% Reduced -9.3k -9,275
6 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 161,052161.1k $5.4m $5.4m 0.00% New
7 Sowell Financial Services LLC 0.20% of their portfolio NORTH LITTLE ROCK, AR 107,932107.9k $3.6m $3.6m 0.20% Added +100.5k +100,475
8 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 106,198106.2k $3.6m $3.6m 0.01% Reduced -10.1k -10,109
9 CreativeOne Wealth, LLC 0.08% of their portfolio OVERLAND PARK, KS 94,71394.7k $3.2m $3.2m 0.08% Added +30.8k +30,827
10 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 94,70094.7k $3.2m $3.2m 0.03% Reduced -861 -861
11 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 87,97688.0k $3.0m $3.0m 0.00% Added +333 +333
12 IFP Advisors, Inc 0.05% of their portfolio TAMPA, FL 73,12873.1k $2.3m $2.3m 0.05% Added +34.0k +33,997
13 Global Retirement Partners, LLC 0.11% of their portfolio San Rafael, CA 67,95768.0k $2.3m $2.3m 0.11% Added +313 +313
14 Aptus Capital Advisors, LLC 0.06% of their portfolio FAIRHOPE, AL 65,30065.3k $2.2m $2.2m 0.06% Unchanged
15 GUARDIAN WEALTH ADVISORS, LLC / NC 0.38% of their portfolio RALEIGH, NC 65,30065.3k $2.2m $2.2m 0.38% Unchanged
16 HARBOUR INVESTMENTS, INC. 0.10% of their portfolio MADISON, WI 62,75162.8k $2.1m $2.1m 0.10% Reduced -35.0k -34,986
17 Strategic Blueprint, LLC 0.20% of their portfolio ATLANTA, GA 60,73660.7k $2.1m $2.1m 0.20% Reduced -28.3k -28,307
18 MinichMacGregor Wealth Management, LLC 0.59% of their portfolio Saratoga Springs, NY 55,64955.6k $1.9m $1.9m 0.59% New
19 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 51,44451.4k $1.7m $1.7m 0.01% Added +2.5k +2,482
20 AVANTAX ADVISORY SERVICES, INC. 0.02% of their portfolio DALLAS, TX 42,71942.7k $1.4m $1.4m 0.02% Unchanged
21 Cetera Advisor Networks LLC 0.01% of their portfolio EL SEGUNDO, CA 41,83741.8k $1.4m $1.4m 0.01% Reduced -42.5k -42,486
22 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 38,43238.4k $1.3m $1.3m 0.01% Unchanged
23 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 36,41936.4k $1.2m $1.2m 0.01% Reduced -10.1k -10,059
24 Tanglewood Legacy Advisors, LLC 0.62% of their portfolio HOUSTON, TX 31,99432.0k $1.1m $1.1m 0.62% Unchanged
25 Glen Eagle Advisors, LLC 0.25% of their portfolio KINGSTON, NJ 31,49531.5k $1.1m $1.1m 0.25% Reduced -201 -201
26 Cetera Advisors LLC 0.02% of their portfolio DENVER, CO 31,09031.1k $1.0m $1.0m 0.02% Reduced -259.0k -259,011
27 KCS Wealth Advisory 0.35% of their portfolio LOS ANGELES, CA 30,26630.3k $1.0m $1.0m 0.35% Added +290 +290
28 WORLD EQUITY GROUP, INC. 0.27% of their portfolio SCHAUMBURG, IL 27,34427.3k $923.2k $923.2k 0.27% New
29 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 27,21927.2k $919.0k $919.0k 0.00% Reduced -4.1k -4,124
30 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.06% of their portfolio BIRMINGHAM, AL 24,35024.4k $822.1k $822.1k 0.06% Unchanged
31 Integrity Financial Corp /WA 0.59% of their portfolio JACKSON, WY 23,12623.1k $780.8k $780.8k 0.59% Reduced -2.9k -2,908
32 Ignite Planners, LLC 0.29% of their portfolio SAN CLEMENTE, CA 22,54222.5k $757.6k $757.6k 0.29% Added +4.8k +4,750
33 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 22,30322.3k $753.0k $753.0k 0.00% Reduced -4.0k -4,000
34 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 22,12422.1k $746.9k $746.9k 0.00% Reduced -2.3k -2,346
35 StoneX Group Inc. 0.07% of their portfolio NEW YORK, NY 19,89019.9k $671.5k $671.5k 0.07% Reduced -12.1k -12,104
36 Sage Capital Advisors,llc 0.23% of their portfolio SIOUX FALLS, SD 19,64219.6k $663.1k $663.1k 0.23% Added +1.1k +1,078
37 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 14,82714.8k $500.6k $500.6k 0.00% Reduced -42.6k -42,559
38 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 14,42914.4k $487.0k $487.0k 0.00% Unchanged
39 SYNOVUS FINANCIAL CORP 0.00% of their portfolio Columbus, GA 12,80712.8k $432.4k $432.4k 0.00% Unchanged
40 Ameritas Advisory Services, LLC 0.05% of their portfolio Lincoln, NE 12,20512.2k $410.2k $410.2k 0.05% Reduced -2.1k -2,115
41 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 11,54011.5k $389.6k $389.6k 0.01% Reduced -154.3k -154,318
42 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 11,46311.5k $387.0k $387.0k 0.01% Unchanged
43 Prosperity Consulting Group, LLC 0.23% of their portfolio OWINGS MILLS, MD 11,17911.2k $377.4k $377.4k 0.23% Unchanged
44 SOA Wealth Advisors, LLC. 0.09% of their portfolio NEW YORK, NY 10,79810.8k $364.6k $364.6k 0.09% Reduced -20 -20
45 Grant Street Asset Management, Inc. 0.13% of their portfolio CANONSBURG, PA 10,05010.1k $339.3k $339.3k 0.13% Unchanged
46 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 9,8459.8k $332.4k $332.4k 0.00% Unchanged
47 Sunbelt Securities, Inc. 0.05% of their portfolio HOUSTON, TX 9,8249.8k $331.7k $331.7k 0.05% Unchanged
48 McKinley Carter Wealth Services, Inc. 0.02% of their portfolio WHEELING, WV 8,4008.4k $283.6k $283.6k 0.02% Unchanged
49 GTS SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 7,4987.5k $253.1k $253.1k 0.01% First filing
50 Patriot Financial Group Insurance Agency, LLC 0.04% of their portfolio Westborough, MA 6,6506.7k $224.5k $224.5k 0.04% Unchanged
51 Keystone Wealth Services, LLC 0.08% of their portfolio PALM DESERT, CA 6,5706.6k $221.8k $221.8k 0.08% Reduced -200 -200
52 UBS Group AG 0.00% of their portfolio ZURICH, V8 6,0786.1k $205.2k $205.2k 0.00% Added +1.9k +1,899
53 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 4,8994.9k $165.4k $165.4k 0.00% Unchanged
54 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 4,2084.2k $142.0k $142.0k 0.00% New
55 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 2,2552.3k $76.1k $76.1k 0.00% Reduced -225 -225
56 WealthPlan Investment Management, LLC 0.02% of their portfolio OMAHA, NE 2,0222.0k $68.2k $68.2k 0.02% Reduced -6.6k -6,598
57 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.01% of their portfolio BLUE BELL, PA 1,3131.3k $44.3k $44.3k 0.01% Unchanged
58 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 822822 $27.8k $27.8k 0.00% Unchanged
59 HM PAYSON & CO 0.00% of their portfolio PORTLAND, ME 400400 $13.5k $13.5k 0.00% New
60 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 250250 $8.4k $8.4k 0.00% Reduced -307 -307