Vault-13

FIRST TR EXCHNG TRADED FD VI DDEC

FT VEST U.S. · ETP · CUSIP 33740U406

82 institutional holders +2 vs Q4 2023
5,161,9255.2m shares reported held*
$193.4mreported value*
9 new 31 added 29 reduced 8 sold out net sold ≈ $15.9m (-424.1k 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 ≈ $37.47.

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 48Q4 22: 62Q1 23: 65Q2 23: 60Q3 23: 58Q4 23: 80Q1 24: 8282Q3 22Q1 23Q3 23Q1 24
Numbers
QuarterHolders
Q3 202248
Q4 202262
Q1 202365
Q2 202360
Q3 202358
Q4 202380
Q1 202482

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q4 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 23Q3 23: 17 bought or addedQ3 23: 36 cut or sold outQ3 23Q4 23: 47 bought or addedQ4 23: 22 cut or sold outQ4 23Q1 24: 40 bought or addedQ1 24: 37 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q4 20223527
Q1 20233133
Q2 20231735
Q3 20231736
Q4 20234722
Q1 20244037

Biggest buyers

Advisory Services Network, LLC New +119,272+119.3k
Janney Montgomery Scott LLC Added +103,555+103.6k
Hartford Financial Management Inc. Added +56,064+56.1k
Kestra Advisory Services, LLC Added +37,721+37.7k
REAP Financial Group, LLC Added +34,043+34.0k
Ignite Planners, LLC Added +32,369+32.4k
MGO ONE SEVEN LLC New +28,795+28.8k
WORLD EQUITY GROUP, INC. Added +26,778+26.8k
Mayfair Advisory Group, LLC New +21,164+21.2k
MML INVESTORS SERVICES, LLC Added +19,264+19.3k

Biggest sellers

SMART Wealth LLC Sold out -403,796-403.8k
CreativeOne Wealth, LLC Reduced -176,853-176.9k
ENVESTNET ASSET MANAGEMENT INC Reduced -159,760-159.8k
Cetera Advisor Networks LLC Sold out -79,989-80.0k
Cetera Advisors LLC Sold out -39,748-39.7k
OSAIC HOLDINGS, INC. Reduced -20,831-20.8k
1ST SOURCE BANK Sold out -17,245-17.2k
AVANTAX ADVISORY SERVICES, INC. Reduced -17,224-17.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -17,042-17.0k
AE Wealth Management LLC Reduced -14,626-14.6k

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, Q1 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 SPINNAKER TRUST 4.52% of their portfolio PORTLAND, ME 1,868,4701.9m $70.0m $70.0m 4.52% Added +6.6k +6,584
2 TOWNSQUARE CAPITAL LLC 0.16% of their portfolio Lehi, UT 292,832292.8k $11.0m $11.0m 0.16% Reduced -2.7k -2,737
3 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 261,098261.1k $9.8m $9.8m 0.02% Reduced -7.2k -7,249
4 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 217,736217.7k $8.2m $8.2m 0.02% Reduced -20.8k -20,831
5 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 134,807134.8k $5.1m $5.1m 0.03% Added +37.7k +37,721
6 REAP Financial Group, LLC 1.34% of their portfolio AUSTIN, TX 129,921129.9k $4.9m $4.9m 1.34% Added +34.0k +34,043
7 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 119,418119.4k $4.5m $4.5m 0.01% Added +103.6k +103,555
8 Advisory Services Network, LLC 0.10% of their portfolio ATLANTA, GA 119,272119.3k $4.5m $4.5m 0.10% New
9 Hartford Financial Management Inc. 0.91% of their portfolio WEST HARTFORD, CT 114,763114.8k $4.3m $4.3m 0.91% Added +56.1k +56,064
10 Sowell Financial Services LLC 0.18% of their portfolio NORTH LITTLE ROCK, AR 101,900101.9k $3.8m $3.8m 0.18% Reduced -194 -194
11 HARBOUR INVESTMENTS, INC. 0.12% of their portfolio MADISON, WI 87,12987.1k $3.3m $3.3m 0.12% Added +5.4k +5,376
12 BEACON FINANCIAL GROUP 0.35% of their portfolio DALLAS, TX 81,48781.5k $3.1m $3.1m 0.35% Reduced -3.9k -3,872
13 Donald L. Hagan, LLC 1.59% of their portfolio Sarasota, FL 80,20180.2k $3.0m $3.0m 1.59% Added +1.0k +1,031
14 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 78,62578.6k $2.9m $2.9m 0.01% Reduced -517 -517
15 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 68,53568.5k $2.6m $2.6m 0.00% Reduced -9.7k -9,688
16 Aptus Capital Advisors, LLC 0.05% of their portfolio FAIRHOPE, AL 65,30065.3k $2.4m $2.4m 0.05% Unchanged
17 GUARDIAN WEALTH ADVISORS, LLC / NC 0.30% of their portfolio RALEIGH, NC 65,30065.3k $2.4m $2.4m 0.30% Unchanged
18 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 63,56763.6k $2.4m $2.4m 0.00% Added +11.5k +11,457
19 MinichMacGregor Wealth Management, LLC 0.53% of their portfolio Saratoga Springs, NY 55,47855.5k $2.1m $2.1m 0.53% Added +593 +593
20 WORLD EQUITY GROUP, INC. 0.39% of their portfolio SCHAUMBURG, IL 50,56550.6k $1.9m $1.9m 0.39% Added +26.8k +26,778
21 Ignite Planners, LLC 0.53% of their portfolio SAN CLEMENTE, CA 50,14450.1k $1.9m $1.9m 0.53% Added +32.4k +32,369
22 Strategic Blueprint, LLC 0.13% of their portfolio ATLANTA, GA 49,99750.0k $1.9m $1.9m 0.13% Reduced -1.0k -1,001
23 Atria Wealth Solutions, Inc. 0.02% of their portfolio NEW YORK, NY 49,63249.6k $1.9m $1.9m 0.02% Added +6.4k +6,438
24 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 48,10948.1k $1.8m $1.8m 0.01% Added +4.5k +4,525
25 AE Wealth Management LLC 0.02% of their portfolio TOPEKA, KS 44,06844.1k $1.7m $1.7m 0.02% Reduced -14.6k -14,626
26 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 42,39442.4k $1.6m $1.6m 0.01% Reduced -17.2k -17,224
27 Trek Financial, LLC 0.12% of their portfolio Scottsdale, AZ 40,11040.1k $1.5m $1.5m 0.12% Reduced -7.0k -6,999
28 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 34,75434.8k $1.3m $1.3m 0.00% Reduced -159.8k -159,760
29 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 33,32533.3k $1.2m $1.2m 0.01% Added +19.3k +19,264
30 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 32,13832.1k $1.2m $1.2m 0.00% Added +15.6k +15,625
31 Glen Eagle Advisors, LLC 0.23% of their portfolio KINGSTON, NJ 31,77931.8k $1.2m $1.2m 0.23% Reduced -315 -315
32 IFP Advisors, Inc 0.05% of their portfolio TAMPA, FL 31,31131.3k $1.2m $1.2m 0.05% Reduced -39 -39
33 Encompass More Asset Management 0.96% of their portfolio Danville, CA 31,01931.0k $1.2m $1.2m 0.96% Added +9.7k +9,659
34 Integrity Financial Corp /WA 0.74% of their portfolio JACKSON, WY 28,89328.9k $1.1m $1.1m 0.74% Added +4.3k +4,259
35 MGO ONE SEVEN LLC 0.06% of their portfolio Beachwood, OH 28,79528.8k $1.1m $1.1m 0.06% New
36 Spire Wealth Management 0.02% of their portfolio MCLEAN, VA 27,03427.0k $1.0m $1.0m 0.02% Added +822 +822
37 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 26,91026.9k $1.0m $1.0m 0.00% Reduced -17.0k -17,042
38 OGOREK ANTHONY JOSEPH /NY/ /ADV 0.34% of their portfolio WILLIAMSVILLE, NY 26,19626.2k $981.0k $981.0k 0.34% Added +1.1k +1,050
39 CWM, LLC 0.00% of their portfolio OMAHA, NE 23,54923.5k $882.0k $882.0k 0.00% Reduced -14.4k -14,415
40 Sage Capital Advisors,llc 0.23% of their portfolio SIOUX FALLS, SD 21,31521.3k $798.7k $798.7k 0.23% Reduced -4.2k -4,197
41 Mayfair Advisory Group, LLC 0.58% of their portfolio BIRMINGHAM, AL 21,16421.2k $793.1k $793.1k 0.58% New
42 BRASS TAX WEALTH MANAGEMENT, INC 0.40% of their portfolio CINCINNATI, OH 20,51120.5k $768.6k $768.6k 0.40% First filing
43 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 20,17820.2k $756.2k $756.2k 0.01% Reduced -2.3k -2,272
44 Ameritas Advisory Services, LLC 0.03% of their portfolio Lincoln, NE 20,13320.1k $745.1k $745.1k 0.03% Added +13.3k +13,258
45 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 19,25019.2k $721.4k $721.4k 0.00% Added +10.4k +10,396
46 Tanglewood Legacy Advisors, LLC 0.35% of their portfolio HOUSTON, TX 18,84418.8k $706.2k $706.2k 0.35% Reduced -13.2k -13,150
47 StoneX Group Inc. 0.06% of their portfolio NEW YORK, NY 18,02518.0k $675.5k $675.5k 0.06% Unchanged
48 Alpha Financial Partners LLC 0.60% of their portfolio LEXINGTON, KY 17,64617.6k $661.3k $661.3k 0.60% Added +2.7k +2,721
49 Schulz Wealth, LTD. 0.54% of their portfolio MANSFIELD, TX 16,92916.9k $634.4k $634.4k 0.54% Reduced -11.4k -11,364
50 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 15,13615.1k $567.2k $567.2k 0.00% Added +580 +580
51 SOA Wealth Advisors, LLC. 0.12% of their portfolio NEW YORK, NY 15,05915.1k $564.3k $564.3k 0.12% Added +4.3k +4,291
52 CreativeOne Wealth, LLC 0.02% of their portfolio OVERLAND PARK, KS 14,46414.5k $542.0k $542.0k 0.02% Reduced -176.9k -176,853
53 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 13,44713.4k $503.9k $503.9k 0.00% Reduced -5.5k -5,491
54 Clear Creek Financial Management, LLC 0.06% of their portfolio SILVERDALE, WA 13,37513.4k $501.2k $501.2k 0.06% New
55 ARBOR CAPITAL MANAGEMENT INC /ADV 0.45% of their portfolio ANCHORAGE, AK 12,61512.6k $473.1k $473.1k 0.45% Added +293 +293
56 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 11,03211.0k $413.4k $413.4k 0.01% Unchanged
57 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 10,63610.6k $398.0k $398.0k 0.00% Added +7.6k +7,578
58 JOURNEY STRATEGIC WEALTH LLC 0.02% of their portfolio SUMMIT, NJ 10,18110.2k $381.5k $381.5k 0.02% New
59 McKinley Carter Wealth Services, Inc. 0.02% of their portfolio WHEELING, WV 9,8009.8k $367.2k $367.2k 0.02% Unchanged
60 AlphaMark Advisors, LLC 0.12% of their portfolio FT. WRIGHT, KY 9,2559.3k $347.0k $347.0k 0.12% Added +4.7k +4,703
61 Smart Money Group LLC 0.13% of their portfolio EASTLAND, TX 9,1409.1k $337.6k $337.6k 0.13% Added +3.1k +3,128
62 Sunbelt Securities, Inc. 0.03% of their portfolio HOUSTON, TX 8,3278.3k $312.0k $312.0k 0.03% Reduced -1.5k -1,497
63 Global Retirement Partners, LLC 0.01% of their portfolio San Rafael, CA 7,4957.5k $280.9k $280.9k 0.01% Reduced -343 -343
64 WealthPlan Investment Management, LLC 0.04% of their portfolio OMAHA, NE 7,2537.3k $271.8k $271.8k 0.04% Reduced -111 -111
65 Grant Street Asset Management, Inc. 0.08% of their portfolio CANONSBURG, PA 6,7436.7k $252.7k $252.7k 0.08% Unchanged
66 Lakeridge Wealth Management LLC 0.16% of their portfolio MENTOR, OH 6,5656.6k $246.0k $246.0k 0.16% Unchanged
67 Mariner, LLC 0.00% of their portfolio Overland Park, KS 6,1006.1k $228.6k $228.6k 0.00% New
68 Keystone Wealth Services, LLC 0.07% of their portfolio PALM DESERT, CA 5,8205.8k $218.1k $218.1k 0.07% Unchanged
69 Capital Investment Advisory Services, LLC 0.02% of their portfolio RALEIGH, NC 5,6135.6k $210.3k $210.3k 0.02% Added +700 +700
70 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 5,3745.4k $201.4k $201.4k 0.01% New
71 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 4,3834.4k $164.2k $164.2k 0.00% Added +2.7k +2,739
72 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 3,9614.0k $148.4k $148.4k 0.00% Reduced -122 -122
73 UBS Group AG 0.00% of their portfolio ZURICH, V8 3,7543.8k $140.7k $140.7k 0.00% Reduced -479 -479
74 Turtle Creek Wealth Advisors, LLC 0.03% of their portfolio DALLAS, TX 3,3653.4k $126.1k $126.1k 0.03% Unchanged
75 LANARK FINANCIAL, INC. 0.01% of their portfolio BIRMINGHAM, AL 2,8642.9k $117.0k $117.0k 0.01% Reduced -279 -279
76 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.01% of their portfolio BIRMINGHAM, AL 2,1172.1k $79.3k $79.3k 0.01% Reduced -14.4k -14,449
77 Creekmur Asset Management LLC 0.03% of their portfolio MORTON, IL 1,9942.0k $74.7k $74.7k 0.03% Unchanged
78 WETZEL INVESTMENT ADVISORS, INC. 0.04% of their portfolio INDIANAPOLIS, IN 1,8851.9k $69.3k $69.3k 0.04% New
79 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.01% of their portfolio BLUE BELL, PA 1,3131.3k $49.2k $49.2k 0.01% Unchanged
80 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 962962 $36.0k $36.0k 0.00% New
81 DHJJ Financial Advisors, Ltd. 0.01% of their portfolio NAPERVILLE, IL 745745 $27.9k $27.9k 0.01% Unchanged
82 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 596596 $22.3k $22.3k 0.00% Added +384 +384