Vault-13

FIRST TR EXCHNG TRADED FD VI DDEC

FT VEST U.S. · ETP · CUSIP 33740U406

103 institutional holders +19 vs Q3 2024
3,369,4043.4m shares reported held*
$135.3mreported value*
19 new 24 added 39 reduced 7 sold out net sold ≈ $58.8m (-1.5m 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 ≈ $40.16.

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 48Q4 22: 62Q1 23: 65Q2 23: 60Q3 23: 58Q4 23: 80Q1 24: 82Q2 24: 84Q3 24: 84Q4 24: 103103Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 202248
Q4 202262
Q1 202365
Q2 202360
Q3 202358
Q4 202380
Q1 202482
Q2 202484
Q3 202484
Q4 2024103

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 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 24Q3 24: 18 bought or addedQ3 24: 52 cut or sold outQ4 24: 43 bought or addedQ4 24: 46 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 20233133
Q2 20231735
Q3 20231736
Q4 20234722
Q1 20244037
Q2 20241556
Q3 20241852
Q4 20244346

Biggest buyers

FISCHER INVESTMENT STRATEGIES, LLC New +194,370+194.4k
OSAIC HOLDINGS, INC. Added +112,205+112.2k
Scissortail Wealth Management, LLC New +96,488+96.5k
BEACON FINANCIAL GROUP Added +81,130+81.1k
Kestra Advisory Services, LLC Added +58,491+58.5k
COMMONWEALTH EQUITY SERVICES, LLC Added +43,209+43.2k
Farther Finance Advisors, LLC Added +43,047+43.0k
JANE STREET GROUP, LLC New +40,774+40.8k
CWM, LLC Added +33,804+33.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +30,159+30.2k

Biggest sellers

SPINNAKER TRUST Reduced -1,720,956-1.7m
TOWNSQUARE CAPITAL LLC Reduced -210,227-210.2k
ENVESTNET ASSET MANAGEMENT INC Reduced -110,706-110.7k
Advisory Services Network, LLC Reduced -101,236-101.2k
Cetera Investment Advisers Reduced -58,769-58.8k
Sowell Financial Services LLC Reduced -50,943-50.9k
BRASS TAX WEALTH MANAGEMENT, INC Reduced -20,004-20.0k
CreativeOne Wealth, LLC Reduced -15,808-15.8k
AE Wealth Management LLC Reduced -15,237-15.2k
CITADEL ADVISORS LLC Sold out -13,291-13.3k

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, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 264,737264.7k $10.6m $10.6m 0.02% Added +43.2k +43,209
2 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 241,816241.8k $9.7m $9.7m 0.02% Added +112.2k +112,205
3 FISCHER INVESTMENT STRATEGIES, LLC 6.20% of their portfolio Westlake Village, CA 194,370194.4k $7.8m $7.8m 6.20% New
4 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 189,511189.5k $7.6m $7.6m 0.04% Added +58.5k +58,491
5 SPINNAKER TRUST 0.34% of their portfolio PORTLAND, ME 135,706135.7k $5.4m $5.4m 0.34% Reduced -1.7m -1,720,956
6 BEACON FINANCIAL GROUP 0.58% of their portfolio DALLAS, TX 133,910133.9k $5.4m $5.4m 0.58% Added +81.1k +81,130
7 Bison Wealth, LLC 0.62% of their portfolio ATLANTA, GA 125,337125.3k $5.0m $5.0m 0.62% First filing
8 REAP Financial Group, LLC 1.08% of their portfolio AUSTIN, TX 108,173108.2k $4.3m $4.3m 1.08% Reduced -9.1k -9,079
9 Scissortail Wealth Management, LLC 0.99% of their portfolio TULSA, OK 96,48896.5k $3.9m $3.9m 0.99% New
10 Hartford Financial Management Inc. 0.78% of their portfolio WEST HARTFORD, CT 94,90494.9k $3.8m $3.8m 0.78% Added +2.1k +2,096
11 HARBOUR INVESTMENTS, INC. 0.09% of their portfolio MADISON, WI 75,95376.0k $3.0m $3.0m 0.09% Reduced -5.8k -5,795
12 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 67,23467.2k $2.7m $2.7m 0.00% First filing
13 Aptus Capital Advisors, LLC 0.03% of their portfolio FAIRHOPE, AL 65,30065.3k $2.6m $2.6m 0.03% Unchanged
14 GUARDIAN WEALTH ADVISORS, LLC / NC 0.21% of their portfolio RALEIGH, NC 65,30065.3k $2.6m $2.6m 0.21% Unchanged
15 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 64,19764.2k $2.6m $2.6m 0.01% Reduced -58.8k -58,769
16 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 60,24560.2k $2.4m $2.4m 0.00% Reduced -1.8k -1,776
17 CWM, LLC 0.01% of their portfolio OMAHA, NE 57,64857.6k $2.3m $2.3m 0.01% Added +33.8k +33,804
18 TOWNSQUARE CAPITAL LLC 0.02% of their portfolio Lehi, UT 52,61852.6k $2.1m $2.1m 0.02% Reduced -210.2k -210,227
19 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 51,37751.4k $2.1m $2.1m 0.01% Added +2.8k +2,759
20 MinichMacGregor Wealth Management, LLC 0.41% of their portfolio Saratoga Springs, NY 48,90048.9k $2.0m $2.0m 0.41% Reduced -4.0k -4,041
21 Farther Finance Advisors, LLC 0.06% of their portfolio SAN FRANCISCO, CA 44,15644.2k $1.8m $1.8m 0.06% Added +43.0k +43,047
22 Strategic Blueprint, LLC 0.11% of their portfolio ATLANTA, GA 44,04244.0k $1.8m $1.8m 0.11% Reduced -4.9k -4,918
23 Wood Tarver Financial Group, LLC 0.57% of their portfolio BOISE, ID 42,68142.7k $1.7m $1.7m 0.57% First filing
24 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 40,77440.8k $1.6m $1.6m 0.00% New
25 Ignite Planners, LLC 0.36% of their portfolio SAN CLEMENTE, CA 40,75140.8k $1.6m $1.6m 0.36% Reduced -1.0k -1,018
26 Spire Wealth Management 0.05% of their portfolio MCLEAN, VA 39,27039.3k $1.6m $1.6m 0.05% Added +26.7k +26,740
27 Nova Wealth Management, Inc. 1.36% of their portfolio BONITA SPRINGS, FL 39,15539.2k $1.6m $1.6m 1.36% First filing
28 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 38,50338.5k $1.5m $1.5m 0.00% Added +30.2k +30,159
29 Prosperity Consulting Group, LLC 0.11% of their portfolio OWINGS MILLS, MD 37,51437.5k $1.5m $1.5m 0.11% Added +5.2k +5,173
30 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 35,93335.9k $1.4m $1.4m 0.00% Reduced -110.7k -110,706
31 Integrity Financial Corp /WA 0.74% of their portfolio JACKSON, WY 32,19632.2k $1.3m $1.3m 0.74% Added +3.5k +3,513
32 OGOREK ANTHONY JOSEPH /NY/ /ADV 0.41% of their portfolio WILLIAMSVILLE, NY 31,85731.9k $1.3m $1.3m 0.41% Added +5.7k +5,661
33 SAGESPRING WEALTH PARTNERS, LLC 0.03% of their portfolio FRANKLIN, TN 31,06731.1k $1.2m $1.2m 0.03% First filing
34 IFP Advisors, Inc 0.04% of their portfolio TAMPA, FL 30,68030.7k $1.2m $1.2m 0.04% Reduced -631 -631
35 Glen Eagle Advisors, LLC 0.20% of their portfolio KINGSTON, NJ 30,11430.1k $1.2m $1.2m 0.20% Reduced -40 -40
36 Sowell Financial Services LLC 0.06% of their portfolio NORTH LITTLE ROCK, AR 27,91527.9k $1.1m $1.1m 0.06% Reduced -50.9k -50,943
37 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 26,27926.3k $1.1m $1.1m 0.00% Added +7.3k +7,301
38 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 24,24024.2k $973.0k $973.0k 0.01% Reduced -15.2k -15,237
39 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 22,61022.6k $924.1k $924.1k 0.01% New
40 StoneX Group Inc. 0.05% of their portfolio NEW YORK, NY 21,70721.7k $871.3k $871.3k 0.05% Added +4.2k +4,185
41 Ameritas Advisory Services, LLC 0.03% of their portfolio Lincoln, NE 21,64221.6k $868.7k $868.7k 0.03% Added +4.9k +4,939
42 Signal Advisors Wealth, LLC 0.10% of their portfolio DETROIT, MI 21,25721.3k $853.3k $853.3k 0.10% New
43 Foguth Wealth Management, LLC. 0.23% of their portfolio BRIGHTON, MI 21,20921.2k $868.5k $868.5k 0.23% New
44 WORLD EQUITY GROUP, INC. 0.18% of their portfolio SCHAUMBURG, IL 20,61720.6k $827.6k $827.6k 0.18% Reduced -1 -1
45 BRASS TAX WEALTH MANAGEMENT, INC 0.17% of their portfolio CINCINNATI, OH 20,00420.0k $803.0k $803.0k 0.17% Reduced -20.0k -20,004
46 Sage Capital Advisors,llc 0.21% of their portfolio SIOUX FALLS, SD 19,75919.8k $793.1k $793.1k 0.21% Reduced -11.6k -11,557
47 LifeWealth Investments, LLC 0.51% of their portfolio WINTER GARDEN, FL 19,16319.2k $769.2k $769.2k 0.51% First filing
48 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 18,09418.1k $726.3k $726.3k 0.02% Reduced -2.1k -2,102
49 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 16,92716.9k $679.4k $679.4k 0.01% Reduced -101.2k -101,236
50 PRECEDENT WEALTH PARTNERS, LLC 0.21% of their portfolio HOUSTON, TX 16,19216.2k $649.9k $649.9k 0.21% New
51 FOUNDERS FINANCIAL SECURITIES LLC 0.06% of their portfolio TOWSON, MD 15,57515.6k $625.2k $625.2k 0.06% Added +7.4k +7,437
52 Schulz Wealth, LTD. 0.48% of their portfolio MANSFIELD, TX 15,55715.6k $624.5k $624.5k 0.48% Reduced -1.4k -1,372
53 SOA Wealth Advisors, LLC. 0.11% of their portfolio NEW YORK, NY 15,02215.0k $603.0k $603.0k 0.11% Reduced -12 -12
54 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 14,01214.0k $562.4k $562.4k 0.00% Added +549 +549
55 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 11,71311.7k $470.2k $470.2k 0.01% Reduced -15.8k -15,808
56 ARBOR CAPITAL MANAGEMENT INC /ADV 0.46% of their portfolio ANCHORAGE, AK 11,52311.5k $469.3k $469.3k 0.46% Reduced -763 -763
57 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 10,77610.8k $433.0k $433.0k 0.00% Added +88 +88
58 MTM Investment Management, LLC 0.16% of their portfolio SPARTANBURG, SC 10,57010.6k $424.3k $424.3k 0.16% New
59 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 10,55910.6k $423.8k $423.8k 0.01% Reduced -250 -250
60 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 10,51910.5k $422.2k $422.2k 0.00% Added +2.5k +2,482
61 McKinley Carter Wealth Services, Inc. 0.02% of their portfolio WHEELING, WV 9,8009.8k $393.4k $393.4k 0.02% Unchanged
62 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 9,6949.7k $389.1k $389.1k 0.00% Reduced -1.3k -1,347
63 Sunbelt Securities, Inc. 0.03% of their portfolio HOUSTON, TX 8,3278.3k $334.9k $334.9k 0.03% Unchanged
64 Smart Money Group LLC 0.11% of their portfolio EASTLAND, TX 7,7127.7k $309.6k $309.6k 0.11% Reduced -281 -281
65 JOURNEY STRATEGIC WEALTH LLC 0.01% of their portfolio SUMMIT, NJ 7,3867.4k $296.5k $296.5k 0.01% Reduced -1.7k -1,706
66 CWC Advisors, LLC. 0.29% of their portfolio LAKE OSWEGO, OR 7,2937.3k $292.7k $292.7k 0.29% Added +1.2k +1,173
67 Tanglewood Legacy Advisors, LLC 0.12% of their portfolio HOUSTON, TX 7,2117.2k $289.5k $289.5k 0.12% Unchanged
68 Optivise Advisory Services LLC 0.15% of their portfolio FRANKLIN, TN 7,0837.1k $284.3k $284.3k 0.15% New
69 Clearstead Trust, LLC 0.06% of their portfolio PORTLAND, ME 6,7556.8k $271.1k $271.1k 0.06% New
70 Grant Street Asset Management, Inc. 0.07% of their portfolio CANONSBURG, PA 6,7436.7k $270.7k $270.7k 0.07% Unchanged
71 Lakeridge Wealth Management LLC 0.14% of their portfolio MENTOR, OH 6,5656.6k $263.5k $263.5k 0.14% Unchanged
72 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 6,3436.3k $256.3k $256.3k 0.01% New
73 Certified Advisory Corp 0.03% of their portfolio ALTAMONTE SPRINGS, FL 6,2206.2k $249.7k $249.7k 0.03% Unchanged
74 Accelerate Investment Advisors LLC 0.21% of their portfolio ALISO VIEJO, CA 6,0486.0k $242.8k $242.8k 0.21% New
75 MONEY CONCEPTS CAPITAL CORP 0.02% of their portfolio PALM BEACH GARDENS, FL 6,0006.0k $240.8k $240.8k 0.02% New
76 WealthPlan Investment Management, LLC 0.02% of their portfolio OMAHA, NE 5,7975.8k $232.7k $232.7k 0.02% Unchanged
77 TWO SIGMA SECURITIES, LLC 0.04% of their portfolio NEW YORK, NY 5,5585.6k $223.1k $223.1k 0.04% New
78 BRIGHTON JONES LLC 0.01% of their portfolio SEATTLE, WA 5,3385.3k $214.3k $214.3k 0.01% New
79 HICKORY ASSET MANAGEMENT, INC. 0.17% of their portfolio Concord, OH 5,1005.1k $204.7k $204.7k 0.17% First filing
80 Per Stirling Capital Management, LLC. 0.03% of their portfolio AUSTIN, TX 5,0315.0k $202.0k $202.0k 0.03% New
81 Mariner, LLC 0.00% of their portfolio Overland Park, KS 5,0005.0k $200.7k $200.7k 0.00% Reduced -500 -500
82 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 4,9414.9k $198.3k $198.3k 0.00% Unchanged
83 AlphaMark Advisors, LLC 0.07% of their portfolio FT. WRIGHT, KY 4,0454.0k $162.0k $162.0k 0.07% Reduced -1.0k -1,000
84 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 3,6633.7k $147.0k $147.0k 0.00% Added +3.5k +3,463
85 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 3,4173.4k $137.2k $137.2k 0.00% Reduced -291 -291
86 Capital Investment Advisory Services, LLC 0.01% of their portfolio RALEIGH, NC 2,5642.6k $102.9k $102.9k 0.01% Reduced -989 -989
87 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.01% of their portfolio BIRMINGHAM, AL 2,5472.5k $104.1k $104.1k 0.01% Added +431 +431
88 Creekmur Asset Management LLC 0.02% of their portfolio MORTON, IL 1,9852.0k $79.7k $79.7k 0.02% Reduced -9 -9
89 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.01% of their portfolio BLUE BELL, PA 1,3131.3k $52.7k $52.7k 0.01% Unchanged
90 WINNACLE WEALTH LLC 0.05% of their portfolio WACO, TX 1,3071.3k $52.4k $52.4k 0.05% First filing
91 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 1,1241.1k $45.1k $45.1k 0.00% Added +28 +28
92 Financial Network Wealth Advisors LLC 0.06% of their portfolio MURRAY, UT 803803 $32.2k $32.2k 0.06% Reduced -509 -509
93 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 766766 $30.7k $30.7k 0.00% Reduced -422 -422
94 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 697697 $28.0k $28.0k 0.00% Unchanged
95 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 685685 $27.5k $27.5k 0.00% New
96 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 596596 $23.9k $23.9k 0.00% Reduced -522 -522
97 FSC Wealth Advisors, LLC 0.01% of their portfolio WAPPINGERS FALLS, NY 541541 $21.7k $21.7k 0.01% New
98 Topsail Wealth Management, LLC 0.00% of their portfolio CHARLOTTE, NC 500500 $20.1k $20.1k 0.00% First filing
99 DHJJ Financial Advisors, Ltd. 0.01% of their portfolio NAPERVILLE, IL 450450 $18.1k $18.1k 0.01% Reduced -295 -295
100 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 331331 $13.3k $13.3k 0.00% Reduced -27 -27