Vault-13

FIRST TR EXCHNG TRADED FD VI DDEC

FT VEST U.S. · ETP · CUSIP 33740U406

104 institutional holders -1 vs Q1 2025
3,272,4993.3m shares reported held*
$136.7mreported value*
11 new 17 added 43 reduced 12 sold out net sold ≈ $19.0m (-454.5k 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 ≈ $41.77.

Trends to Q2 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: 105Q2 25: 104104Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025104

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 24Q1 25: 50 bought or addedQ1 25: 37 cut or sold outQ2 25: 28 bought or addedQ2 25: 55 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20231736
Q4 20234722
Q1 20244037
Q2 20241556
Q3 20241852
Q4 20244346
Q1 20255037
Q2 20252855

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +87,021+87.0k
MML INVESTORS SERVICES, LLC Added +77,603+77.6k
PRECEDENT WEALTH PARTNERS, LLC Added +19,553+19.6k
LPL Financial LLC Added +12,741+12.7k
RFG Advisory, LLC New +11,903+11.9k
Farther Finance Advisors, LLC Added +10,351+10.4k
Cetera Investment Advisers Added +10,047+10.0k
Hartford Financial Management Inc. Added +8,614+8.6k
Private Advisor Group, LLC New +7,676+7.7k
Tanglewood Legacy Advisors, LLC Added +7,490+7.5k

Biggest sellers

OLD MISSION CAPITAL LLC Reduced -208,729-208.7k
WINNACLE WEALTH LLC Sold out -139,054-139.1k
RAYMOND JAMES FINANCIAL INC Reduced -88,548-88.5k
TOWNSQUARE CAPITAL LLC Sold out -51,292-51.3k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -39,258-39.3k
FISCHER INVESTMENT STRATEGIES, LLC Sold out -38,558-38.6k
OGOREK ANTHONY JOSEPH /NY/ /ADV Reduced -26,393-26.4k
SPINNAKER TRUST Reduced -20,145-20.1k
Signal Advisors Wealth, LLC Sold out -19,823-19.8k
Foguth Wealth Management, LLC. Sold out -19,823-19.8k

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, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 265,405265.4k $11.1m $11.1m 0.02% Reduced -1.5k -1,512
2 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 248,950248.9k $10.4m $10.4m 0.01% Reduced -39.3k -39,258
3 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 194,763194.8k $8.1m $8.1m 0.04% Added +1.9k +1,871
4 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 134,888134.9k $5.6m $5.6m 0.00% Added +87.0k +87,021
5 BEACON FINANCIAL GROUP 0.54% of their portfolio DALLAS, TX 123,643123.6k $5.2m $5.2m 0.54% Reduced -11.8k -11,806
6 Bison Wealth, LLC 0.37% of their portfolio ATLANTA, GA 112,689112.7k $4.7m $4.7m 0.37% Reduced -588 -588
7 REAP Financial Group, LLC 1.11% of their portfolio AUSTIN, TX 112,689112.7k $4.7m $4.7m 1.11% Reduced -604 -604
8 Hartford Financial Management Inc. 1.27% of their portfolio WEST HARTFORD, CT 111,584111.6k $4.7m $4.7m 1.27% Added +8.6k +8,614
9 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 102,992103.0k $4.3m $4.3m 0.01% Added +10.0k +10,047
10 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 100,490100.5k $4.2m $4.2m 0.01% Added +77.6k +77,603
11 CWM, LLC 0.01% of their portfolio OMAHA, NE 83,40683.4k $3.5m $3.5m 0.01% Reduced -2.6k -2,586
12 Global Retirement Partners, LLC 0.08% of their portfolio San Rafael, CA 78,60678.6k $3.3m $3.3m 0.08% First filing
13 HARBOUR INVESTMENTS, INC. 0.08% of their portfolio MADISON, WI 73,51373.5k $3.1m $3.1m 0.08% Reduced -2.3k -2,328
14 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 72,81772.8k $3.0m $3.0m 0.00% Added +12.7k +12,741
15 Farther Finance Advisors, LLC 0.06% of their portfolio SAN FRANCISCO, CA 70,61070.6k $2.9m $2.9m 0.06% Added +10.4k +10,351
16 Spire Wealth Management 0.10% of their portfolio MCLEAN, VA 69,68569.7k $2.9m $2.9m 0.10% Reduced -3.7k -3,713
17 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 65,79365.8k $2.7m $2.7m 0.00% Reduced -88.5k -88,548
18 Aptus Capital Advisors, LLC 0.03% of their portfolio FAIRHOPE, AL 65,30065.3k $2.7m $2.7m 0.03% Unchanged
19 GUARDIAN WEALTH ADVISORS, LLC / NC 0.19% of their portfolio RALEIGH, NC 65,30065.3k $2.7m $2.7m 0.19% Unchanged
20 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 63,85463.9k $2.7m $2.7m 0.01% Reduced -13.5k -13,511
21 Ignite Planners, LLC 0.36% of their portfolio SAN CLEMENTE, CA 49,22949.2k $2.1m $2.1m 0.36% Unchanged
22 LifeWealth Investments, LLC 0.33% of their portfolio WINTER GARDEN, FL 45,69045.7k $1.9m $1.9m 0.33% Reduced -8.6k -8,582
23 Wood Tarver Financial Group, LLC 0.57% of their portfolio BOISE, ID 45,15545.2k $1.9m $1.9m 0.57% Reduced -4.8k -4,786
24 Clear Creek Financial Management, LLC 0.18% of their portfolio SILVERDALE, WA 44,68744.7k $1.9m $1.9m 0.18% Added +4.4k +4,364
25 Strategic Blueprint, LLC 0.09% of their portfolio ATLANTA, GA 42,76642.8k $1.8m $1.8m 0.09% Reduced -55 -55
26 FOUNDERS FINANCIAL SECURITIES LLC 0.13% of their portfolio TOWSON, MD 39,55739.6k $1.7m $1.7m 0.13% Added +3.1k +3,072
27 SPINNAKER TRUST 0.09% of their portfolio PORTLAND, ME 37,71337.7k $1.6m $1.6m 0.09% Reduced -20.1k -20,145
28 PRECEDENT WEALTH PARTNERS, LLC 0.37% of their portfolio HOUSTON, TX 35,74535.7k $1.5m $1.5m 0.37% Added +19.6k +19,553
29 Prosperity Consulting Group, LLC 0.10% of their portfolio OWINGS MILLS, MD 34,38034.4k $1.4m $1.4m 0.10% Reduced -1.2k -1,200
30 Integrity Financial Corp /WA 0.72% of their portfolio JACKSON, WY 33,74933.7k $1.4m $1.4m 0.72% Reduced -374 -374
31 SAGESPRING WEALTH PARTNERS, LLC 0.03% of their portfolio FRANKLIN, TN 31,20031.2k $1.3m $1.3m 0.03% Unchanged
32 Glen Eagle Advisors, LLC 0.18% of their portfolio KINGSTON, NJ 28,34028.3k $1.2m $1.2m 0.18% Reduced -1.8k -1,774
33 StoneX Group Inc. 0.05% of their portfolio NEW YORK, NY 25,01925.0k $1.0m $1.0m 0.05% Reduced -258 -258
34 Sowell Financial Services LLC 0.04% of their portfolio NORTH LITTLE ROCK, AR 24,51724.5k $1.0m $1.0m 0.04% Reduced -654 -654
35 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 22,48722.5k $939.1k $939.1k 0.01% Unchanged
36 Ameritas Advisory Services, LLC 0.05% of their portfolio Lincoln, NE 20,89820.9k $872.7k $872.7k 0.05% Reduced -2.7k -2,730
37 BRASS TAX WEALTH MANAGEMENT, INC 0.16% of their portfolio CINCINNATI, OH 20,00420.0k $835.4k $835.4k 0.16% Unchanged
38 WORLD EQUITY GROUP, INC. 0.22% of their portfolio SCHAUMBURG, IL 19,59019.6k $818.1k $818.1k 0.22% Reduced -400 -400
39 SOA Wealth Advisors, LLC. 0.14% of their portfolio NEW YORK, NY 18,45518.5k $770.7k $770.7k 0.14% Reduced -107 -107
40 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 18,08618.1k $755.3k $755.3k 0.02% Reduced -208.7k -208,729
41 Optivise Advisory Services LLC 0.34% of their portfolio FRANKLIN, TN 15,94915.9k $666.1k $666.1k 0.34% Unchanged
42 Buck Wealth Strategies, LLC 0.09% of their portfolio DENVER, CO 14,92314.9k $623.2k $623.2k 0.09% Added +6.0k +6,008
43 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 13,86013.9k $582.1k $582.1k 0.00% Reduced -67 -67
44 Schulz Wealth, LTD. 0.43% of their portfolio MANSFIELD, TX 13,70013.7k $572.1k $572.1k 0.43% Reduced -1.9k -1,857
45 EVOLUTION WEALTH MANAGEMENT INC. 0.66% of their portfolio FORT MYERS, FL 12,89112.9k $538.3k $538.3k 0.66% First filing
46 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 12,82712.8k $535.7k $535.7k 0.00% Added +3.8k +3,833
47 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 11,90311.9k $497.1k $497.1k 0.01% New
48 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 11,81911.8k $493.6k $493.6k 0.01% Reduced -408 -408
49 Grantvest Financial Group LLC 0.36% of their portfolio MATAWAN, NJ 11,69811.7k $488.5k $488.5k 0.36% Unchanged
50 ARBOR CAPITAL MANAGEMENT INC /ADV 0.41% of their portfolio ANCHORAGE, AK 11,16211.2k $471.3k $471.3k 0.41% Reduced -495 -495
51 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 11,15411.2k $466.0k $466.0k 0.00% Reduced -1.3k -1,324
52 Tanglewood Legacy Advisors, LLC 0.19% of their portfolio HOUSTON, TX 10,81710.8k $451.7k $451.7k 0.19% Added +7.5k +7,490
53 MTM Investment Management, LLC 0.15% of their portfolio SPARTANBURG, SC 10,57010.6k $441.4k $441.4k 0.15% Unchanged
54 CWC Advisors, LLC. 0.21% of their portfolio LAKE OSWEGO, OR 9,8589.9k $411.7k $411.7k 0.21% Added +2.0k +2,016
55 McKinley Carter Wealth Services, Inc. 0.02% of their portfolio WHEELING, WV 9,8009.8k $409.3k $409.3k 0.02% Unchanged
56 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 8,9869.0k $375.3k $375.3k 0.00% Reduced -768 -768
57 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 8,8698.9k $370.4k $370.4k 0.00% Reduced -1.6k -1,650
58 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 8,5308.5k $356.2k $356.2k 0.01% Reduced -5.6k -5,638
59 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 8,5158.5k $360.4k $360.4k 0.01% Unchanged
60 Stratos Wealth Partners, LTD. 0.00% of their portfolio BEACHWOOD, OH 8,4648.5k $353.5k $353.5k 0.00% Reduced -2.1k -2,095
61 Sunbelt Securities, Inc. 0.03% of their portfolio HOUSTON, TX 8,3278.3k $334.2k $334.2k 0.03% Added +670 +670
62 Mariner, LLC 0.00% of their portfolio Overland Park, KS 7,9708.0k $332.8k $332.8k 0.00% Unchanged
63 Sage Capital Advisors,llc 0.08% of their portfolio SIOUX FALLS, SD 7,7577.8k $323.9k $323.9k 0.08% Unchanged
64 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 7,6767.7k $320.6k $320.6k 0.00% New
65 JOURNEY STRATEGIC WEALTH LLC 0.01% of their portfolio SUMMIT, NJ 7,3867.4k $308.4k $308.4k 0.01% Unchanged
66 MONEY CONCEPTS CAPITAL CORP 0.02% of their portfolio PALM BEACH GARDENS, FL 7,1507.2k $298.6k $298.6k 0.02% Unchanged
67 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 6,8786.9k $287.2k $287.2k 0.00% Unchanged
68 Clearstead Trust, LLC 0.05% of their portfolio PORTLAND, ME 6,7556.8k $282.1k $282.1k 0.05% Unchanged
69 GREAT VALLEY ADVISOR GROUP, INC. 0.01% of their portfolio WILMINGTON, DE 6,4506.5k $269.0k $269.0k 0.01% New
70 Certified Advisory Corp 0.03% of their portfolio ALTAMONTE SPRINGS, FL 6,2206.2k $259.8k $259.8k 0.03% Unchanged
71 Capasso Planning Partners LLC 0.14% of their portfolio CHARLESTON, SC 6,1196.1k $255.5k $255.5k 0.14% Reduced -8 -8
72 Accelerate Investment Advisors LLC 0.19% of their portfolio ALISO VIEJO, CA 6,0486.0k $252.6k $252.6k 0.19% Unchanged
73 Cottage Street Advisors LLC 0.13% of their portfolio MARION, MA 6,0156.0k $251.2k $251.2k 0.13% Reduced -500 -500
74 HERITAGE OAK WEALTH ADVISORS LLC 0.09% of their portfolio SANTA ROSA BEACH, FL 5,7285.7k $239.2k $239.2k 0.09% Unchanged
75 WealthPlan Investment Management, LLC 0.02% of their portfolio OMAHA, NE 5,7245.7k $239.0k $239.0k 0.02% Reduced -36 -36
76 OGOREK ANTHONY JOSEPH /NY/ /ADV 0.07% of their portfolio WILLIAMSVILLE, NY 5,7155.7k $238.0k $238.0k 0.07% Reduced -26.4k -26,393
77 Lakeridge Wealth Management LLC 0.11% of their portfolio MENTOR, OH 5,6155.6k $234.5k $234.5k 0.11% Unchanged
78 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 5,4315.4k $226.8k $226.8k 0.00% Added +490 +490
79 BRIGHTON JONES LLC 0.01% of their portfolio SEATTLE, WA 5,3385.3k $222.9k $222.9k 0.01% Unchanged
80 First Heartland Consultants, Inc. 0.02% of their portfolio LAKE ST. LOUIS, MO 5,2305.2k $218.4k $218.4k 0.02% New
81 HICKORY ASSET MANAGEMENT, INC. 0.18% of their portfolio Concord, OH 5,1005.1k $213.0k $213.0k 0.18% New
82 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.00% of their portfolio LOS ANGELES, CA 5,0715.1k $211.8k $211.8k 0.00% New
83 Core Wealth Partners LLC 0.11% of their portfolio SANTA ROSA, CA 5,0635.1k $211.4k $211.4k 0.11% New
84 Legacy Capital Wealth Partners, LLC 0.05% of their portfolio LITTLE ROCK, AR 5,0175.0k $209.5k $209.5k 0.05% New
85 Santori & Peters, Inc. 0.08% of their portfolio CANONSBURG, PA 4,9895.0k $208.3k $208.3k 0.08% New
86 Per Stirling Capital Management, LLC. 0.03% of their portfolio AUSTIN, TX 4,9775.0k $207.9k $207.9k 0.03% New
87 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 4,8164.8k $201.1k $201.1k 0.00% Reduced -1.5k -1,454
88 LANARK FINANCIAL, INC. 0.02% of their portfolio BIRMINGHAM, AL 4,5004.5k $187.0k $187.0k 0.02% Unchanged
89 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 4,0454.0k $168.9k $168.9k 0.00% New
90 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 3,0653.1k $128.0k $128.0k 0.00% Reduced -8.0k -8,031
91 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 2,9713.0k $124.1k $124.1k 0.00% Reduced -747 -747
92 MassMutual Private Wealth & Trust, FSB 0.00% of their portfolio Windsor, CT 2,5652.6k $107.1k $107.1k 0.00% Unchanged
93 Capital Investment Advisory Services, LLC 0.01% of their portfolio RALEIGH, NC 2,4892.5k $103.9k $103.9k 0.01% Reduced -75 -75
94 Creekmur Asset Management LLC 0.01% of their portfolio MORTON, IL 1,9822.0k $82.8k $82.8k 0.01% Unchanged
95 Financial Network Wealth Advisors LLC 0.07% of their portfolio MURRAY, UT 1,3121.3k $54.8k $54.8k 0.07% Unchanged
96 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 1,2521.3k $52.3k $52.3k 0.00% Added +129 +129
97 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 951951 $39.7k $39.7k 0.00% Unchanged
98 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 563563 $23.5k $23.5k 0.00% Reduced -134 -134
99 Topsail Wealth Management, LLC 0.00% of their portfolio CHARLOTTE, NC 500500 $20.9k $20.9k 0.00% Unchanged
100 DHJJ Financial Advisors, Ltd. 0.01% of their portfolio NAPERVILLE, IL 450450 $18.8k $18.8k 0.01% Unchanged