Vault-13

FIRST TR EXCHNG TRADED FD VI DDEC

FT VEST U.S. · ETP · CUSIP 33740U406

84 institutional holders +0 vs Q2 2024
4,576,5664.6m shares reported held*
$180.6mreported value*
9 new 9 added 41 reduced 11 sold out net sold ≈ $7.5m (-190.4k 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 ≈ $39.46.

Trends to Q3 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: 84Q3 24: 8484Q3 22Q1 23Q3 23Q1 24Q3 24
Numbers
QuarterHolders
Q3 202248
Q4 202262
Q1 202365
Q2 202360
Q3 202358
Q4 202380
Q1 202482
Q2 202484
Q3 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 outQ1 23: 31 bought or addedQ1 23: 33 cut or sold outQ1 23Q2 23: 17 bought or addedQ2 23: 35 cut or sold outQ3 23: 17 bought or addedQ3 23: 36 cut or sold outQ3 23Q4 23: 47 bought or addedQ4 23: 22 cut or sold outQ1 24: 40 bought or addedQ1 24: 37 cut or sold outQ1 24Q2 24: 15 bought or addedQ2 24: 56 cut or sold outQ3 24: 18 bought or addedQ3 24: 52 cut or sold outQ3 24
Numbers
QuarterBought or addedCut or sold out
Q4 20223527
Q1 20233133
Q2 20231735
Q3 20231736
Q4 20234722
Q1 20244037
Q2 20241556
Q3 20241852

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +114,756+114.8k
Cetera Investment Advisers Added +50,116+50.1k
Prosperity Consulting Group, LLC New +32,341+32.3k
CreativeOne Wealth, LLC New +27,521+27.5k
BRASS TAX WEALTH MANAGEMENT, INC Added +19,973+20.0k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC New +13,463+13.5k
Atria Investments, Inc New +10,828+10.8k
Sage Capital Advisors,llc Added +10,001+10.0k
FOUNDERS FINANCIAL SECURITIES LLC New +8,138+8.1k
Envestnet Portfolio Solutions, Inc. New +6,353+6.4k

Biggest sellers

Janney Montgomery Scott LLC Reduced -99,678-99.7k
OSAIC HOLDINGS, INC. Reduced -42,748-42.7k
Trek Financial, LLC Sold out -38,864-38.9k
AVANTAX ADVISORY SERVICES, INC. Reduced -35,904-35.9k
TOWNSQUARE CAPITAL LLC Reduced -27,865-27.9k
Sowell Financial Services LLC Reduced -22,704-22.7k
ROYAL BANK OF CANADA Sold out -22,350-22.4k
SPINNAKER TRUST Reduced -22,263-22.3k
Alpha Financial Partners LLC Sold out -16,940-16.9k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -13,761-13.8k

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, Q3 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 SPINNAKER TRUST 4.52% of their portfolio PORTLAND, ME 1,856,6621.9m $73.3m $73.3m 4.52% Reduced -22.3k -22,263
2 TOWNSQUARE CAPITAL LLC 0.12% of their portfolio Lehi, UT 262,845262.8k $10.4m $10.4m 0.12% Reduced -27.9k -27,865
3 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 221,528221.5k $8.7m $8.7m 0.01% Reduced -13.8k -13,761
4 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 146,639146.6k $5.8m $5.8m 0.00% Added +114.8k +114,756
5 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 131,020131.0k $5.2m $5.2m 0.03% Reduced -3.2k -3,243
6 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 129,611129.6k $5.1m $5.1m 0.01% Reduced -42.7k -42,748
7 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 122,966123.0k $4.9m $4.9m 0.01% Added +50.1k +50,116
8 Advisory Services Network, LLC 0.09% of their portfolio ATLANTA, GA 118,163118.2k $4.6m $4.6m 0.09% Unchanged
9 REAP Financial Group, LLC 1.13% of their portfolio AUSTIN, TX 117,252117.3k $4.6m $4.6m 1.13% Reduced -3.2k -3,229
10 Hartford Financial Management Inc. 0.75% of their portfolio WEST HARTFORD, CT 92,80892.8k $3.7m $3.7m 0.75% Reduced -153 -153
11 HARBOUR INVESTMENTS, INC. 0.10% of their portfolio MADISON, WI 81,74881.7k $3.2m $3.2m 0.10% Reduced -2.6k -2,575
12 Sowell Financial Services LLC 0.14% of their portfolio NORTH LITTLE ROCK, AR 78,85878.9k $3.1m $3.1m 0.14% Reduced -22.7k -22,704
13 Aptus Capital Advisors, LLC 0.04% of their portfolio FAIRHOPE, AL 65,30065.3k $2.6m $2.6m 0.04% Unchanged
14 GUARDIAN WEALTH ADVISORS, LLC / NC 0.28% of their portfolio RALEIGH, NC 65,30065.3k $2.6m $2.6m 0.28% Unchanged
15 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 62,02162.0k $2.4m $2.4m 0.00% Reduced -2.9k -2,947
16 MinichMacGregor Wealth Management, LLC 0.45% of their portfolio Saratoga Springs, NY 52,94152.9k $2.1m $2.1m 0.45% Reduced -1.8k -1,817
17 BEACON FINANCIAL GROUP 0.23% of their portfolio DALLAS, TX 52,78052.8k $2.1m $2.1m 0.23% Reduced -12.2k -12,171
18 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 51,49751.5k $2.0m $2.0m 0.00% Reduced -6.3k -6,317
19 Strategic Blueprint, LLC 0.12% of their portfolio ATLANTA, GA 48,96049.0k $1.9m $1.9m 0.12% Reduced -984 -984
20 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 48,61848.6k $1.9m $1.9m 0.01% Reduced -152 -152
21 Ignite Planners, LLC 0.38% of their portfolio SAN CLEMENTE, CA 41,76941.8k $1.6m $1.6m 0.38% Reduced -256 -256
22 BRASS TAX WEALTH MANAGEMENT, INC 0.22% of their portfolio CINCINNATI, OH 40,00840.0k $1.6m $1.6m 0.22% Added +20.0k +19,973
23 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 39,47739.5k $1.6m $1.6m 0.01% Reduced -4.1k -4,107
24 Prosperity Consulting Group, LLC 0.10% of their portfolio OWINGS MILLS, MD 32,34132.3k $1.3m $1.3m 0.10% New
25 Sage Capital Advisors,llc 0.32% of their portfolio SIOUX FALLS, SD 31,31631.3k $1.2m $1.2m 0.32% Added +10.0k +10,001
26 IFP Advisors, Inc 0.04% of their portfolio TAMPA, FL 31,31131.3k $1.2m $1.2m 0.04% Unchanged
27 Glen Eagle Advisors, LLC 0.20% of their portfolio KINGSTON, NJ 30,15430.2k $1.2m $1.2m 0.20% Unchanged
28 Integrity Financial Corp /WA 0.66% of their portfolio JACKSON, WY 28,68328.7k $1.1m $1.1m 0.66% Reduced -210 -210
29 CreativeOne Wealth, LLC 0.04% of their portfolio OVERLAND PARK, KS 27,52127.5k $1.1m $1.1m 0.04% New
30 OGOREK ANTHONY JOSEPH /NY/ /ADV 0.35% of their portfolio WILLIAMSVILLE, NY 26,19626.2k $1.0m $1.0m 0.35% Unchanged
31 CWM, LLC 0.00% of their portfolio OMAHA, NE 23,84423.8k $942.0k $942.0k 0.00% Added +1.1k +1,069
32 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 23,33523.3k $921.5k $921.5k 0.00% Reduced -7.8k -7,803
33 WORLD EQUITY GROUP, INC. 0.29% of their portfolio SCHAUMBURG, IL 20,61820.6k $814.2k $814.2k 0.29% Reduced -898 -898
34 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 20,19620.2k $797.5k $797.5k 0.02% Added +1.6k +1,556
35 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 18,97819.0k $749.0k $749.0k 0.00% Reduced -4.5k -4,500
36 StoneX Group Inc. 0.05% of their portfolio NEW YORK, NY 17,52217.5k $691.9k $691.9k 0.05% Unchanged
37 Schulz Wealth, LTD. 0.52% of their portfolio MANSFIELD, TX 16,92916.9k $668.5k $668.5k 0.52% Unchanged
38 Ameritas Advisory Services, LLC 0.03% of their portfolio Lincoln, NE 16,70316.7k $659.6k $659.6k 0.03% Reduced -3.1k -3,095
39 SOA Wealth Advisors, LLC. 0.11% of their portfolio NEW YORK, NY 15,03415.0k $593.7k $593.7k 0.11% Reduced -15 -15
40 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 13,46313.5k $531.7k $531.7k 0.00% New
41 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 13,29113.3k $524.9k $524.9k 0.00% Reduced -6.8k -6,849
42 Spire Wealth Management 0.02% of their portfolio MCLEAN, VA 12,53012.5k $494.8k $494.8k 0.02% Reduced -8.2k -8,205
43 ARBOR CAPITAL MANAGEMENT INC /ADV 0.46% of their portfolio ANCHORAGE, AK 12,28612.3k $484.5k $484.5k 0.46% Reduced -301 -301
44 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 11,04111.0k $436.0k $436.0k 0.00% Added +154 +154
45 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 10,82810.8k $427.6k $427.6k 0.01% New
46 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 10,80910.8k $426.8k $426.8k 0.01% Reduced -223 -223
47 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 10,68810.7k $422.0k $422.0k 0.00% Reduced -99.7k -99,678
48 McKinley Carter Wealth Services, Inc. 0.02% of their portfolio WHEELING, WV 9,8009.8k $387.0k $387.0k 0.02% Unchanged
49 JOURNEY STRATEGIC WEALTH LLC 0.01% of their portfolio SUMMIT, NJ 9,0929.1k $359.0k $359.0k 0.01% Reduced -482 -482
50 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 8,3448.3k $329.5k $329.5k 0.00% Reduced -9.5k -9,470
51 Sunbelt Securities, Inc. 0.03% of their portfolio HOUSTON, TX 8,3278.3k $328.8k $328.8k 0.03% Unchanged
52 FOUNDERS FINANCIAL SECURITIES LLC 0.03% of their portfolio TOWSON, MD 8,1388.1k $321.4k $321.4k 0.03% New
53 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 8,0378.0k $317.4k $317.4k 0.00% Reduced -2.5k -2,500
54 Smart Money Group LLC 0.11% of their portfolio EASTLAND, TX 7,9938.0k $316.8k $316.8k 0.11% Reduced -152 -152
55 Clear Creek Financial Management, LLC 0.03% of their portfolio SILVERDALE, WA 7,2757.3k $287.3k $287.3k 0.03% Reduced -4.5k -4,502
56 Tanglewood Legacy Advisors, LLC 0.13% of their portfolio HOUSTON, TX 7,2117.2k $284.8k $284.8k 0.13% Reduced -1.3k -1,318
57 Grant Street Asset Management, Inc. 0.08% of their portfolio CANONSBURG, PA 6,7436.7k $266.3k $266.3k 0.08% Unchanged
58 Lakeridge Wealth Management LLC 0.14% of their portfolio MENTOR, OH 6,5656.6k $259.3k $259.3k 0.14% Unchanged
59 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 6,3536.4k $250.9k $250.9k 0.00% New
60 Certified Advisory Corp 0.03% of their portfolio ALTAMONTE SPRINGS, FL 6,2206.2k $245.6k $245.6k 0.03% Unchanged
61 CWC Advisors, LLC. 0.24% of their portfolio LAKE OSWEGO, OR 6,1206.1k $241.7k $241.7k 0.24% First filing
62 WealthPlan Investment Management, LLC 0.02% of their portfolio OMAHA, NE 5,7975.8k $228.9k $228.9k 0.02% Reduced -1.2k -1,169
63 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 5,7805.8k $228.3k $228.3k 0.00% Reduced -35.9k -35,904
64 Mariner, LLC 0.00% of their portfolio Overland Park, KS 5,5005.5k $217.2k $217.2k 0.00% Unchanged
65 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 5,3725.4k $212.1k $212.1k 0.00% New
66 JIM SAULNIER & ASSOCIATES, LLC 0.20% of their portfolio FORT COLLINS, CO 5,1485.1k $203.3k $203.3k 0.20% First filing
67 AlphaMark Advisors, LLC 0.07% of their portfolio FT. WRIGHT, KY 5,0455.0k $199.0k $199.0k 0.07% Reduced -560 -560
68 UBS Group AG 0.00% of their portfolio ZURICH, V8 5,0065.0k $197.7k $197.7k 0.00% Added +4.5k +4,476
69 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 4,9414.9k $195.1k $195.1k 0.00% Unchanged
70 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 3,7083.7k $146.4k $146.4k 0.00% Unchanged
71 Capital Investment Advisory Services, LLC 0.01% of their portfolio RALEIGH, NC 3,5533.6k $140.3k $140.3k 0.01% Reduced -2.1k -2,060
72 LANARK FINANCIAL, INC. 0.01% of their portfolio BIRMINGHAM, AL 2,8642.9k $113.0k $113.0k 0.01% Unchanged
73 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 2,1162.1k $83.6k $83.6k 0.00% Unchanged
74 Creekmur Asset Management LLC 0.02% of their portfolio MORTON, IL 1,9942.0k $78.7k $78.7k 0.02% Unchanged
75 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.01% of their portfolio BLUE BELL, PA 1,3131.3k $51.9k $51.9k 0.01% Unchanged
76 Financial Network Wealth Advisors LLC 0.04% of their portfolio MURRAY, UT 1,3121.3k $51.8k $51.8k 0.04% Unchanged
77 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,1881.2k $46.9k $46.9k 0.00% Unchanged
78 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 1,1181.1k $44.1k $44.1k 0.00% New
79 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,1091.1k $43.8k $43.8k 0.00% Reduced -362 -362
80 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 1,0961.1k $43.3k $43.3k 0.00% Added +142 +142
81 DHJJ Financial Advisors, Ltd. 0.01% of their portfolio NAPERVILLE, IL 745745 $29.4k $29.4k 0.01% Unchanged
82 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 697697 $27.5k $27.5k 0.00% Reduced -366 -366
83 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 358358 $14.1k $14.1k 0.00% Reduced -13.0k -12,992
84 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 200200 $7.9k $7.9k 0.00% New