Vault-13

FIRST TR EXCHNG TRADED FD VI DDEC

FT VEST U.S. · ETP · CUSIP 33740U406

105 institutional holders +2 vs Q4 2024
3,741,1093.7m shares reported held*
$146.7mreported value*
10 new 40 added 30 reduced 7 sold out net bought ≈ $13.4m (+342.3k 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 ≈ $39.21.

Trends to Q1 2025

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: 103Q1 25: 105105Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202248
Q4 202262
Q1 202365
Q2 202360
Q3 202358
Q4 202380
Q1 202482
Q2 202484
Q3 202484
Q4 2024103
Q1 2025105

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 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 24Q4 24: 43 bought or addedQ4 24: 46 cut or sold outQ1 25: 50 bought or addedQ1 25: 37 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20231735
Q3 20231736
Q4 20234722
Q1 20244037
Q2 20241556
Q3 20241852
Q4 20244346
Q1 20255037

Biggest buyers

OLD MISSION CAPITAL LLC Added +208,721+208.7k
WINNACLE WEALTH LLC Added +137,747+137.7k
RAYMOND JAMES FINANCIAL INC Added +87,107+87.1k
Clear Creek Financial Management, LLC New +40,323+40.3k
LifeWealth Investments, LLC Added +35,109+35.1k
Spire Wealth Management Added +34,128+34.1k
Nova Wealth Management, Inc. Added +29,606+29.6k
Cetera Investment Advisers Added +28,748+28.7k
CWM, LLC Added +28,344+28.3k
Cambridge Investment Research Advisors, Inc. Added +25,988+26.0k

Biggest sellers

FISCHER INVESTMENT STRATEGIES, LLC Reduced -155,812-155.8k
Scissortail Wealth Management, LLC Sold out -96,488-96.5k
SPINNAKER TRUST Reduced -77,848-77.8k
MinichMacGregor Wealth Management, LLC Sold out -48,900-48.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -32,233-32.2k
JANE STREET GROUP, LLC Reduced -25,822-25.8k
IFP Advisors, Inc Reduced -16,512-16.5k
AE Wealth Management LLC Reduced -13,144-13.1k
Bison Wealth, LLC Reduced -12,060-12.1k
Sage Capital Advisors,llc Reduced -12,002-12.0k

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, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 288,208288.2k $11.3m $11.3m 0.02% Added +23.5k +23,471
2 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 266,917266.9k $10.4m $10.4m 0.02% Added +25.1k +25,101
3 OLD MISSION CAPITAL LLC 0.17% of their portfolio CHICAGO, IL 226,815226.8k $8.9m $8.9m 0.17% Added +208.7k +208,721
4 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 192,892192.9k $7.5m $7.5m 0.04% Added +3.4k +3,381
5 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 154,341154.3k $6.0m $6.0m 0.00% Added +87.1k +87,107
6 WINNACLE WEALTH LLC 5.02% of their portfolio WACO, TX 139,054139.1k $5.4m $5.4m 5.02% Added +137.7k +137,747
7 BEACON FINANCIAL GROUP 0.58% of their portfolio DALLAS, TX 135,449135.4k $5.3m $5.3m 0.58% Added +1.5k +1,539
8 REAP Financial Group, LLC 1.10% of their portfolio AUSTIN, TX 113,293113.3k $4.4m $4.4m 1.10% Added +5.1k +5,120
9 Bison Wealth, LLC 0.41% of their portfolio ATLANTA, GA 113,277113.3k $4.4m $4.4m 0.41% Reduced -12.1k -12,060
10 Hartford Financial Management Inc. 0.83% of their portfolio WEST HARTFORD, CT 102,970103.0k $4.0m $4.0m 0.83% Added +8.1k +8,066
11 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 92,94592.9k $3.6m $3.6m 0.01% Added +28.7k +28,748
12 CWM, LLC 0.01% of their portfolio OMAHA, NE 85,99286.0k $3.4m $3.4m 0.01% Added +28.3k +28,344
13 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 77,36577.4k $3.0m $3.0m 0.01% Added +26.0k +25,988
14 HARBOUR INVESTMENTS, INC. 0.08% of their portfolio MADISON, WI 75,84175.8k $3.0m $3.0m 0.08% Reduced -112 -112
15 Spire Wealth Management 0.09% of their portfolio MCLEAN, VA 73,39873.4k $2.9m $2.9m 0.09% Added +34.1k +34,128
16 Nova Wealth Management, Inc. 1.18% of their portfolio BONITA SPRINGS, FL 68,76168.8k $2.7m $2.7m 1.18% Added +29.6k +29,606
17 Aptus Capital Advisors, LLC 0.03% of their portfolio FAIRHOPE, AL 65,30065.3k $2.6m $2.6m 0.03% Unchanged
18 GUARDIAN WEALTH ADVISORS, LLC / NC 0.20% of their portfolio RALEIGH, NC 65,30065.3k $2.6m $2.6m 0.20% Unchanged
19 Farther Finance Advisors, LLC 0.06% of their portfolio SAN FRANCISCO, CA 60,25960.3k $2.4m $2.4m 0.06% Added +16.1k +16,103
20 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 60,07660.1k $2.4m $2.4m 0.00% Reduced -169 -169
21 SPINNAKER TRUST 0.15% of their portfolio PORTLAND, ME 57,85857.9k $2.3m $2.3m 0.15% Reduced -77.8k -77,848
22 LifeWealth Investments, LLC 0.47% of their portfolio WINTER GARDEN, FL 54,27254.3k $2.1m $2.1m 0.47% Added +35.1k +35,109
23 TOWNSQUARE CAPITAL LLC 0.02% of their portfolio Lehi, UT 51,29251.3k $2.0m $2.0m 0.02% Reduced -1.3k -1,326
24 Wood Tarver Financial Group, LLC 0.64% of their portfolio BOISE, ID 49,94149.9k $2.0m $2.0m 0.64% Added +7.3k +7,260
25 Ignite Planners, LLC 0.38% of their portfolio SAN CLEMENTE, CA 49,22949.2k $1.9m $1.9m 0.38% Added +8.5k +8,478
26 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 47,86747.9k $1.9m $1.9m 0.00% Added +11.9k +11,934
27 Strategic Blueprint, LLC 0.09% of their portfolio ATLANTA, GA 42,82142.8k $1.7m $1.7m 0.09% Reduced -1.2k -1,221
28 Clear Creek Financial Management, LLC 0.16% of their portfolio SILVERDALE, WA 40,32340.3k $1.6m $1.6m 0.16% New
29 FISCHER INVESTMENT STRATEGIES, LLC 1.11% of their portfolio Westlake Village, CA 38,55838.6k $1.5m $1.5m 1.11% Reduced -155.8k -155,812
30 Mission Financial Group, LLC 1.51% of their portfolio HONOLULU, HI 36,85936.9k $1.6m $1.6m 1.51% First filing
31 FOUNDERS FINANCIAL SECURITIES LLC 0.12% of their portfolio TOWSON, MD 36,48536.5k $1.4m $1.4m 0.12% Added +20.9k +20,910
32 Prosperity Consulting Group, LLC 0.11% of their portfolio OWINGS MILLS, MD 35,58035.6k $1.4m $1.4m 0.11% Reduced -1.9k -1,934
33 Integrity Financial Corp /WA 0.76% of their portfolio JACKSON, WY 34,12334.1k $1.3m $1.3m 0.76% Added +1.9k +1,927
34 OGOREK ANTHONY JOSEPH /NY/ /ADV 0.41% of their portfolio WILLIAMSVILLE, NY 32,10832.1k $1.3m $1.3m 0.41% Added +251 +251
35 SAGESPRING WEALTH PARTNERS, LLC 0.03% of their portfolio FRANKLIN, TN 31,20031.2k $1.2m $1.2m 0.03% Added +133 +133
36 Glen Eagle Advisors, LLC 0.20% of their portfolio KINGSTON, NJ 30,11430.1k $1.2m $1.2m 0.20% Unchanged
37 StoneX Group Inc. 0.05% of their portfolio NEW YORK, NY 25,27725.3k $989.3k $989.3k 0.05% Added +3.6k +3,570
38 Sowell Financial Services LLC 0.04% of their portfolio NORTH LITTLE ROCK, AR 25,17125.2k $985.2k $985.2k 0.04% Reduced -2.7k -2,744
39 Ameritas Advisory Services, LLC 0.04% of their portfolio Lincoln, NE 23,62823.6k $943.6k $943.6k 0.04% Added +2.0k +1,986
40 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 22,88722.9k $896.0k $896.0k 0.00% Reduced -3.4k -3,392
41 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 22,48722.5k $880.1k $880.1k 0.01% Reduced -123 -123
42 BRASS TAX WEALTH MANAGEMENT, INC 0.16% of their portfolio CINCINNATI, OH 20,00420.0k $783.0k $783.0k 0.16% Unchanged
43 WORLD EQUITY GROUP, INC. 0.22% of their portfolio SCHAUMBURG, IL 19,99020.0k $782.4k $782.4k 0.22% Reduced -627 -627
44 Signal Advisors Wealth, LLC 0.08% of their portfolio DETROIT, MI 19,82319.8k $775.9k $775.9k 0.08% Reduced -1.4k -1,434
45 Foguth Wealth Management, LLC. 0.19% of their portfolio BRIGHTON, MI 19,82319.8k $775.9k $775.9k 0.19% Reduced -1.4k -1,386
46 SOA Wealth Advisors, LLC. 0.15% of their portfolio NEW YORK, NY 18,56218.6k $726.5k $726.5k 0.15% Added +3.5k +3,540
47 PRECEDENT WEALTH PARTNERS, LLC 0.18% of their portfolio HOUSTON, TX 16,19216.2k $633.8k $633.8k 0.18% Unchanged
48 Optivise Advisory Services LLC 0.35% of their portfolio FRANKLIN, TN 15,94915.9k $624.2k $624.2k 0.35% Added +8.9k +8,866
49 Schulz Wealth, LTD. 0.46% of their portfolio MANSFIELD, TX 15,55715.6k $608.9k $608.9k 0.46% Unchanged
50 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 14,95215.0k $585.2k $585.2k 0.00% Reduced -25.8k -25,822
51 RWQ Financial Management Services, Inc. 0.37% of their portfolio NAPLES, FL 14,17614.2k $554.9k $554.9k 0.37% New
52 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 14,16814.2k $554.5k $554.5k 0.02% Reduced -16.5k -16,512
53 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 13,92713.9k $545.1k $545.1k 0.00% Reduced -85 -85
54 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 12,47812.5k $488.0k $488.0k 0.00% Added +1.7k +1,702
55 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 12,22712.2k $478.6k $478.6k 0.01% Added +514 +514
56 Grantvest Financial Group LLC 0.37% of their portfolio MATAWAN, NJ 11,69811.7k $457.9k $457.9k 0.37% New
57 ARBOR CAPITAL MANAGEMENT INC /ADV 0.44% of their portfolio ANCHORAGE, AK 11,65711.7k $457.5k $457.5k 0.44% Added +134 +134
58 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 11,09611.1k $434.3k $434.3k 0.00% Reduced -13.1k -13,144
59 MTM Investment Management, LLC 0.16% of their portfolio SPARTANBURG, SC 10,57010.6k $414.7k $414.7k 0.16% Unchanged
60 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 10,55910.6k $413.3k $413.3k 0.01% Unchanged
61 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 10,51910.5k $411.7k $411.7k 0.00% Unchanged
62 McKinley Carter Wealth Services, Inc. 0.02% of their portfolio WHEELING, WV 9,8009.8k $383.6k $383.6k 0.02% Unchanged
63 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 9,7549.8k $381.8k $381.8k 0.00% Added +60 +60
64 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 8,9949.0k $352.0k $352.0k 0.00% New
65 Buck Wealth Strategies, LLC 0.06% of their portfolio DENVER, CO 8,9158.9k $348.9k $348.9k 0.06% New
66 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 8,5158.5k $333.3k $333.3k 0.01% Reduced -8.4k -8,412
67 Mariner, LLC 0.00% of their portfolio Overland Park, KS 7,9708.0k $311.9k $311.9k 0.00% Added +3.0k +2,970
68 CWC Advisors, LLC. 0.17% of their portfolio LAKE OSWEGO, OR 7,8427.8k $306.9k $306.9k 0.17% Added +549 +549
69 Sage Capital Advisors,llc 0.08% of their portfolio SIOUX FALLS, SD 7,7577.8k $303.6k $303.6k 0.08% Reduced -12.0k -12,002
70 Sunbelt Securities, Inc. 0.03% of their portfolio HOUSTON, TX 7,6577.7k $299.7k $299.7k 0.03% Reduced -670 -670
71 JOURNEY STRATEGIC WEALTH LLC 0.01% of their portfolio SUMMIT, NJ 7,3867.4k $289.1k $289.1k 0.01% Unchanged
72 MONEY CONCEPTS CAPITAL CORP 0.02% of their portfolio PALM BEACH GARDENS, FL 7,1507.2k $279.9k $279.9k 0.02% Added +1.1k +1,150
73 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 6,8786.9k $269.2k $269.2k 0.00% New
74 Clearstead Trust, LLC 0.06% of their portfolio PORTLAND, ME 6,7556.8k $264.4k $264.4k 0.06% Unchanged
75 Grant Street Asset Management, Inc. 0.06% of their portfolio CANONSBURG, PA 6,7436.7k $263.9k $263.9k 0.06% Unchanged
76 Cottage Street Advisors LLC 0.13% of their portfolio MARION, MA 6,5156.5k $255.0k $255.0k 0.13% New
77 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 6,2706.3k $245.4k $245.4k 0.00% Reduced -32.2k -32,233
78 Certified Advisory Corp 0.03% of their portfolio ALTAMONTE SPRINGS, FL 6,2206.2k $243.5k $243.5k 0.03% Unchanged
79 Capasso Planning Partners LLC 0.10% of their portfolio CHARLESTON, SC 6,1276.1k $239.8k $239.8k 0.10% New
80 Accelerate Investment Advisors LLC 0.20% of their portfolio ALISO VIEJO, CA 6,0486.0k $236.7k $236.7k 0.20% Unchanged
81 WealthPlan Investment Management, LLC 0.02% of their portfolio OMAHA, NE 5,7605.8k $225.4k $225.4k 0.02% Reduced -37 -37
82 HERITAGE OAK WEALTH ADVISORS LLC 0.10% of their portfolio SANTA ROSA BEACH, FL 5,7285.7k $224.2k $224.2k 0.10% New
83 Lakeridge Wealth Management LLC 0.11% of their portfolio MENTOR, OH 5,6155.6k $219.8k $219.8k 0.11% Reduced -950 -950
84 BRIGHTON JONES LLC 0.01% of their portfolio SEATTLE, WA 5,3385.3k $208.9k $208.9k 0.01% Unchanged
85 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 4,9414.9k $193.4k $193.4k 0.00% Unchanged
86 LANARK FINANCIAL, INC. 0.02% of their portfolio BIRMINGHAM, AL 4,5004.5k $176.0k $176.0k 0.02% Added +4.5k +4,497
87 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 3,7183.7k $145.5k $145.5k 0.00% Added +55 +55
88 Tanglewood Legacy Advisors, LLC 0.06% of their portfolio HOUSTON, TX 3,3273.3k $130.2k $130.2k 0.06% Reduced -3.9k -3,884
89 MassMutual Private Wealth & Trust, FSB 0.00% of their portfolio Windsor, CT 2,5652.6k $100.4k $100.4k 0.00% New
90 Capital Investment Advisory Services, LLC 0.01% of their portfolio RALEIGH, NC 2,5642.6k $100.4k $100.4k 0.01% Unchanged
91 UBS Group AG 0.00% of their portfolio ZURICH, V8 2,3732.4k $92.9k $92.9k 0.00% Added +2.3k +2,305
92 Creekmur Asset Management LLC 0.02% of their portfolio MORTON, IL 1,9822.0k $77.6k $77.6k 0.02% Reduced -3 -3
93 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.01% of their portfolio BLUE BELL, PA 1,3131.3k $51.4k $51.4k 0.01% Unchanged
94 Financial Network Wealth Advisors LLC 0.07% of their portfolio MURRAY, UT 1,3121.3k $51.4k $51.4k 0.07% Added +509 +509
95 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 1,1231.1k $44.0k $44.0k 0.00% Reduced -1 -1
96 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 951951 $37.2k $37.2k 0.00% Added +755 +755
97 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 697697 $28.0k $28.0k 0.00% Unchanged
98 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 690690 $27.0k $27.0k 0.00% Added +94 +94
99 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 685685 $26.8k $26.8k 0.00% Unchanged
100 FSC Wealth Advisors, LLC 0.01% of their portfolio WAPPINGERS FALLS, NY 541541 $21.2k $21.2k 0.01% Unchanged