Vault-13

FIRST TR EXCHNG TRADED FD VI DDEC

FT VEST U.S. · ETP · CUSIP 33740U406

84 institutional holders +2 vs Q1 2024
4,755,6984.8m shares reported held*
$183.2mreported value*
7 new 8 added 50 reduced 6 sold out net sold ≈ $15.6m (-406.3k 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 ≈ $38.51.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 48Q4 22: 62Q1 23: 65Q2 23: 60Q3 23: 58Q4 23: 80Q1 24: 82Q2 24: 8484Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 202248
Q4 202262
Q1 202365
Q2 202360
Q3 202358
Q4 202380
Q1 202482
Q2 202484

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 22: 35 bought or addedQ4 22: 27 cut or sold outQ4 22Q1 23: 31 bought or addedQ1 23: 33 cut or sold outQ2 23: 17 bought or addedQ2 23: 35 cut or sold outQ2 23Q3 23: 17 bought or addedQ3 23: 36 cut or sold outQ4 23: 47 bought or addedQ4 23: 22 cut or sold outQ4 23Q1 24: 40 bought or addedQ1 24: 37 cut or sold outQ2 24: 15 bought or addedQ2 24: 56 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 20223527
Q1 20233133
Q2 20231735
Q3 20231736
Q4 20234722
Q1 20244037
Q2 20241556

Biggest buyers

OLD MISSION CAPITAL LLC New +18,640+18.6k
JPMORGAN CHASE & CO Added +12,754+12.8k
WOLVERINE TRADING, LLC New +12,271+12.3k
ROYAL BANK OF CANADA Added +11,714+11.7k
SPINNAKER TRUST Added +10,455+10.5k
CITADEL ADVISORS LLC Added +6,693+6.7k
Certified Advisory Corp New +6,220+6.2k
Beverly Hills Private Wealth, LLC New +6,000+6.0k
Farther Finance Advisors, LLC New +1,471+1.5k
LPL Financial LLC Added +1,401+1.4k

Biggest sellers

Donald L. Hagan, LLC Sold out -80,201-80.2k
Atria Wealth Solutions, Inc. Sold out -49,632-49.6k
OSAIC HOLDINGS, INC. Reduced -45,377-45.4k
Encompass More Asset Management Sold out -31,019-31.0k
WORLD EQUITY GROUP, INC. Reduced -29,049-29.0k
MGO ONE SEVEN LLC Sold out -28,795-28.8k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -25,809-25.8k
Hartford Financial Management Inc. Reduced -21,802-21.8k
BEACON FINANCIAL GROUP Reduced -16,536-16.5k
CreativeOne Wealth, LLC Sold out -14,464-14.5k

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 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 SPINNAKER TRUST 4.63% of their portfolio PORTLAND, ME 1,878,9251.9m $72.4m $72.4m 4.63% Added +10.5k +10,455
2 TOWNSQUARE CAPITAL LLC 0.15% of their portfolio Lehi, UT 290,710290.7k $11.2m $11.2m 0.15% Reduced -2.1k -2,122
3 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 235,289235.3k $9.1m $9.1m 0.01% Reduced -25.8k -25,809
4 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 172,359172.4k $6.6m $6.6m 0.02% Reduced -45.4k -45,377
5 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 134,263134.3k $5.2m $5.2m 0.03% Reduced -544 -544
6 REAP Financial Group, LLC 1.25% of their portfolio AUSTIN, TX 120,481120.5k $4.6m $4.6m 1.25% Reduced -9.4k -9,440
7 Advisory Services Network, LLC 0.09% of their portfolio ATLANTA, GA 118,163118.2k $4.6m $4.6m 0.09% Reduced -1.1k -1,109
8 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 110,366110.4k $4.2m $4.2m 0.01% Reduced -9.1k -9,052
9 Sowell Financial Services LLC 0.19% of their portfolio NORTH LITTLE ROCK, AR 101,562101.6k $3.9m $3.9m 0.19% Reduced -338 -338
10 Hartford Financial Management Inc. 0.77% of their portfolio WEST HARTFORD, CT 92,96193.0k $3.6m $3.6m 0.77% Reduced -21.8k -21,802
11 HARBOUR INVESTMENTS, INC. 0.11% of their portfolio MADISON, WI 84,32384.3k $3.2m $3.2m 0.11% Reduced -2.8k -2,806
12 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 72,85072.8k $2.8m $2.8m 0.01% Reduced -5.8k -5,775
13 Aptus Capital Advisors, LLC 0.05% of their portfolio FAIRHOPE, AL 65,30065.3k $2.5m $2.5m 0.05% Unchanged
14 GUARDIAN WEALTH ADVISORS, LLC / NC 0.29% of their portfolio RALEIGH, NC 65,30065.3k $2.5m $2.5m 0.29% Unchanged
15 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 64,96865.0k $2.5m $2.5m 0.00% Added +1.4k +1,401
16 BEACON FINANCIAL GROUP 0.29% of their portfolio DALLAS, TX 64,95165.0k $2.5m $2.5m 0.29% Reduced -16.5k -16,536
17 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 57,81457.8k $2.2m $2.2m 0.00% Reduced -10.7k -10,721
18 MinichMacGregor Wealth Management, LLC 0.51% of their portfolio Saratoga Springs, NY 54,75854.8k $2.1m $2.1m 0.51% Reduced -720 -720
19 Strategic Blueprint, LLC 0.13% of their portfolio ATLANTA, GA 49,94449.9k $1.9m $1.9m 0.13% Reduced -53 -53
20 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 48,77048.8k $1.9m $1.9m 0.01% Added +661 +661
21 AE Wealth Management LLC 0.02% of their portfolio TOPEKA, KS 43,58443.6k $1.7m $1.7m 0.02% Reduced -484 -484
22 Ignite Planners, LLC 0.40% of their portfolio SAN CLEMENTE, CA 42,02542.0k $1.6m $1.6m 0.40% Reduced -8.1k -8,119
23 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 41,68441.7k $1.6m $1.6m 0.01% Reduced -710 -710
24 Trek Financial, LLC 0.12% of their portfolio Scottsdale, AZ 38,86438.9k $1.5m $1.5m 0.12% Reduced -1.2k -1,246
25 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 31,88331.9k $1.2m $1.2m 0.00% Reduced -2.9k -2,871
26 IFP Advisors, Inc 0.05% of their portfolio TAMPA, FL 31,31131.3k $1.2m $1.2m 0.05% Unchanged
27 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 31,13831.1k $1.2m $1.2m 0.00% Reduced -1.0k -1,000
28 Glen Eagle Advisors, LLC 0.21% of their portfolio KINGSTON, NJ 30,15430.2k $1.2m $1.2m 0.21% Reduced -1.6k -1,625
29 Integrity Financial Corp /WA 0.70% of their portfolio JACKSON, WY 28,89328.9k $1.1m $1.1m 0.70% Unchanged
30 OGOREK ANTHONY JOSEPH /NY/ /ADV 0.35% of their portfolio WILLIAMSVILLE, NY 26,19626.2k $1.0m $1.0m 0.35% Unchanged
31 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 23,47823.5k $904.0k $904.0k 0.00% Reduced -9.8k -9,847
32 CWM, LLC 0.00% of their portfolio OMAHA, NE 22,77522.8k $877.0k $877.0k 0.00% Reduced -774 -774
33 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 22,35022.4k $861.0k $861.0k 0.00% Added +11.7k +11,714
34 WORLD EQUITY GROUP, INC. 0.25% of their portfolio SCHAUMBURG, IL 21,51621.5k $828.6k $828.6k 0.25% Reduced -29.0k -29,049
35 Sage Capital Advisors,llc 0.24% of their portfolio SIOUX FALLS, SD 21,31521.3k $820.9k $820.9k 0.24% Unchanged
36 Spire Wealth Management 0.03% of their portfolio MCLEAN, VA 20,73520.7k $798.5k $798.5k 0.03% Reduced -6.3k -6,299
37 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 20,14020.1k $775.6k $775.6k 0.00% Added +6.7k +6,693
38 BRASS TAX WEALTH MANAGEMENT, INC 0.15% of their portfolio CINCINNATI, OH 20,03520.0k $771.6k $771.6k 0.15% Reduced -476 -476
39 Ameritas Advisory Services, LLC 0.03% of their portfolio Lincoln, NE 19,79819.8k $762.5k $762.5k 0.03% Reduced -335 -335
40 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 18,64018.6k $717.9k $717.9k 0.02% New
41 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 17,81417.8k $686.1k $686.1k 0.00% Reduced -9.1k -9,096
42 StoneX Group Inc. 0.05% of their portfolio NEW YORK, NY 17,52217.5k $674.8k $674.8k 0.05% Reduced -503 -503
43 Alpha Financial Partners LLC 0.56% of their portfolio LEXINGTON, KY 16,94016.9k $652.4k $652.4k 0.56% Reduced -706 -706
44 Schulz Wealth, LTD. 0.55% of their portfolio MANSFIELD, TX 16,92916.9k $652.0k $652.0k 0.55% Unchanged
45 SOA Wealth Advisors, LLC. 0.12% of their portfolio NEW YORK, NY 15,04915.0k $579.6k $579.6k 0.12% Reduced -10 -10
46 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 13,35013.3k $514.1k $514.1k 0.00% Added +12.8k +12,754
47 ARBOR CAPITAL MANAGEMENT INC /ADV 0.44% of their portfolio ANCHORAGE, AK 12,58712.6k $485.2k $485.2k 0.44% Reduced -28 -28
48 WOLVERINE TRADING, LLC 0.01% of their portfolio CHICAGO, IL 12,27112.3k $472.6k $472.6k 0.01% New
49 Clear Creek Financial Management, LLC 0.05% of their portfolio SILVERDALE, WA 11,77711.8k $453.6k $453.6k 0.05% Reduced -1.6k -1,598
50 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 11,03211.0k $424.9k $424.9k 0.01% Unchanged
51 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 10,88710.9k $419.3k $419.3k 0.00% Reduced -4.2k -4,249
52 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 10,53710.5k $405.8k $405.8k 0.00% Reduced -9.6k -9,641
53 McKinley Carter Wealth Services, Inc. 0.02% of their portfolio WHEELING, WV 9,8009.8k $377.4k $377.4k 0.02% Unchanged
54 JOURNEY STRATEGIC WEALTH LLC 0.02% of their portfolio SUMMIT, NJ 9,5749.6k $368.7k $368.7k 0.02% Reduced -607 -607
55 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 9,2969.3k $358.0k $358.0k 0.00% Reduced -10.0k -9,954
56 Tanglewood Legacy Advisors, LLC 0.16% of their portfolio HOUSTON, TX 8,5298.5k $328.5k $328.5k 0.16% Reduced -10.3k -10,315
57 Sunbelt Securities, Inc. 0.03% of their portfolio HOUSTON, TX 8,3278.3k $320.7k $320.7k 0.03% Unchanged
58 Smart Money Group LLC 0.11% of their portfolio EASTLAND, TX 8,1458.1k $315.8k $315.8k 0.11% Reduced -995 -995
59 Mayfair Advisory Group, LLC 0.20% of their portfolio BIRMINGHAM, AL 7,5367.5k $292.7k $292.7k 0.20% Reduced -13.6k -13,628
60 WealthPlan Investment Management, LLC 0.04% of their portfolio OMAHA, NE 6,9667.0k $268.3k $268.3k 0.04% Reduced -287 -287
61 Grant Street Asset Management, Inc. 0.08% of their portfolio CANONSBURG, PA 6,7436.7k $259.7k $259.7k 0.08% Unchanged
62 Keystone Wealth Services, LLC 0.08% of their portfolio PALM DESERT, CA 6,5706.6k $253.0k $253.0k 0.08% Added +750 +750
63 Lakeridge Wealth Management LLC 0.15% of their portfolio MENTOR, OH 6,5656.6k $252.8k $252.8k 0.15% Unchanged
64 Certified Advisory Corp 0.03% of their portfolio ALTAMONTE SPRINGS, FL 6,2206.2k $239.5k $239.5k 0.03% New
65 Beverly Hills Private Wealth, LLC 0.05% of their portfolio BEVERLY HILLS, CA 6,0006.0k $231.1k $231.1k 0.05% New
66 Capital Investment Advisory Services, LLC 0.02% of their portfolio RALEIGH, NC 5,6135.6k $216.2k $216.2k 0.02% Unchanged
67 AlphaMark Advisors, LLC 0.08% of their portfolio FT. WRIGHT, KY 5,6055.6k $216.0k $216.0k 0.08% Reduced -3.6k -3,650
68 Mariner, LLC 0.00% of their portfolio Overland Park, KS 5,5005.5k $211.8k $211.8k 0.00% Reduced -600 -600
69 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 5,2745.3k $203.8k $203.8k 0.01% Reduced -100 -100
70 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 4,9414.9k $190.3k $190.3k 0.00% Added +980 +980
71 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 3,7083.7k $142.8k $142.8k 0.00% Reduced -3.8k -3,787
72 LANARK FINANCIAL, INC. 0.01% of their portfolio BIRMINGHAM, AL 2,8642.9k $110.0k $110.0k 0.01% Unchanged
73 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.01% of their portfolio BIRMINGHAM, AL 2,1162.1k $81.5k $81.5k 0.01% Reduced -1 -1
74 Creekmur Asset Management LLC 0.02% of their portfolio MORTON, IL 1,9942.0k $76.8k $76.8k 0.02% Unchanged
75 WETZEL INVESTMENT ADVISORS, INC. 0.04% of their portfolio INDIANAPOLIS, IN 1,8851.9k $70.6k $70.6k 0.04% Unchanged
76 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,4711.5k $56.7k $56.7k 0.00% New
77 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.01% of their portfolio BLUE BELL, PA 1,3131.3k $50.6k $50.6k 0.01% Unchanged
78 Financial Network Wealth Advisors LLC 0.04% of their portfolio MURRAY, UT 1,3121.3k $50.5k $50.5k 0.04% New
79 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,1881.2k $45.8k $45.8k 0.00% Reduced -3.2k -3,195
80 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 1,0631.1k $40.9k $40.9k 0.00% New
81 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 954954 $36.7k $36.7k 0.00% Reduced -8 -8
82 DHJJ Financial Advisors, Ltd. 0.01% of their portfolio NAPERVILLE, IL 745745 $28.7k $28.7k 0.01% Unchanged
83 UBS Group AG 0.00% of their portfolio ZURICH, V8 530530 $20.4k $20.4k 0.00% Reduced -3.2k -3,224
84 Chris Bulman Inc 0.00% of their portfolio ROSEVILLE, CA 8585 $3.3k $3.3k 0.00% First filing