Vault-13

FIRST TR EXCHNG TRADED FD VI JANM

FT VEST US EQUIT · ETP · CUSIP 33740U455

29 institutional holders +3 vs Q1 2026
403,394403.4k shares reported held*
$13.7mreported value*
5 new 7 added 7 reduced 1 sold out net bought ≈ $538.7k (+15.9k 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 ≈ $33.85.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0102030Q1 25: 22Q2 25: 22Q3 25: 23Q4 25: 20Q1 26: 26Q2 26: 2929Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q1 202522
Q2 202522
Q3 202523
Q4 202520
Q1 202626
Q2 202629

Buyers vs sellers

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

Bought or addedCut or sold out
20020Q2 25: 11 bought or addedQ2 25: 5 cut or sold outQ2 25Q3 25: 6 bought or addedQ3 25: 11 cut or sold outQ3 25Q4 25: 4 bought or addedQ4 25: 14 cut or sold outQ4 25Q1 26: 12 bought or addedQ1 26: 12 cut or sold outQ1 26Q2 26: 12 bought or addedQ2 26: 8 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q2 2025115
Q3 2025611
Q4 2025414
Q1 20261212
Q2 2026128

Biggest buyers

Apollon Wealth Management, LLC Added +10,639+10.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +8,851+8.9k
Vise Technologies, Inc. New +8,017+8.0k
ENVESTNET ASSET MANAGEMENT INC New +6,474+6.5k
Prasad Wealth Partners, LLC New +6,000+6.0k
CITADEL ADVISORS LLC Added +5,475+5.5k
Madrona Financial Services, LLC Added +3,800+3.8k
Buck Wealth Strategies, LLC New +3,000+3.0k
Cetera Investment Advisers Added +1,874+1.9k
Integrated Wealth Concepts LLC New +1,000+1.0k

Biggest sellers

OLD MISSION CAPITAL LLC Reduced -23,060-23.1k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -10,648-10.6k
Maia Wealth LLC Reduced -3,971-4.0k
Capasso Planning Partners LLC Reduced -768-768
Americana Partners, LLC Reduced -670-670
Noble Wealth Management PBC Reduced -200-200
Cambridge Investment Research Advisors, Inc. Reduced -148-148
Farther Finance Advisors, LLC Sold out -144-144

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 +3.4 pts · filed 2026-10-14 15.9% +3.4 pts 170.6k≈ $5.8m 2026-10-14

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Apollon Wealth Management, LLC 0.04% of their portfolio MOUNT PLEASANT, SC 88,98789.0k $3.0m $3.0m 0.04% Added +10.6k +10,639
2 Maia Wealth LLC 0.35% of their portfolio DENVER, CO 70,83570.8k $2.4m $2.4m 0.35% Reduced -4.0k -3,971
3 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 27,59827.6k $934.1k $934.1k 0.00% Reduced -10.6k -10,648
4 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 25,60825.6k $866.7k $866.7k 0.00% Added +5.5k +5,475
5 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 25,59925.6k $866.4k $866.4k 0.00% Added +1.9k +1,874
6 Capasso Planning Partners LLC 0.35% of their portfolio CHARLESTON, SC 20,84720.8k $705.6k $705.6k 0.35% Reduced -768 -768
7 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 16,28116.3k $551.0k $551.0k 0.01% Reduced -23.1k -23,060
8 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 15,16315.2k $513.2k $513.2k 0.00% Added +8.9k +8,851
9 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 14,28414.3k $483.4k $483.4k 0.00% Unchanged
10 Legacy Capital Wealth Partners, LLC 0.08% of their portfolio LITTLE ROCK, AR 12,61512.6k $427.0k $427.0k 0.08% Unchanged
11 Madrona Financial Services, LLC 0.06% of their portfolio EVERETT, WA 9,9079.9k $335.3k $335.3k 0.06% Added +3.8k +3,800
12 PRECEDENT WEALTH PARTNERS, LLC 0.05% of their portfolio HOUSTON, TX 8,4988.5k $287.6k $287.6k 0.05% Added +19 +19
13 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 8,0178.0k $271.3k $271.3k 0.00% Unchanged
14 Vise Technologies, Inc. 0.00% of their portfolio NEW YORK, NY 8,0178.0k $271.3k $271.3k 0.00% New
15 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 7,3997.4k $250.4k $250.4k 0.00% Unchanged
16 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 7,2607.3k $246.0k $246.0k 0.00% Reduced -148 -148
17 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 6,4746.5k $219.1k $219.1k 0.00% New
18 Americana Partners, LLC 0.00% of their portfolio Houston, TX 6,3166.3k $213.8k $213.8k 0.00% Reduced -670 -670
19 Prasad Wealth Partners, LLC 0.05% of their portfolio INDEPENDENCE, OH 6,0006.0k $203.1k $203.1k 0.05% New
20 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 4,5374.5k $154.0k $154.0k 0.00% Unchanged
21 Buck Wealth Strategies, LLC 0.01% of their portfolio DENVER, CO 3,0003.0k $101.5k $101.5k 0.01% New
22 Noble Wealth Management PBC 0.04% of their portfolio GREENWOOD VILLAGE, CO 2,9002.9k $98.2k $98.2k 0.04% Reduced -200 -200
23 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 2,6492.6k $89.7k $89.7k 0.00% Unchanged
24 DHJJ Financial Advisors, Ltd. 0.01% of their portfolio NAPERVILLE, IL 1,5151.5k $51.3k $51.3k 0.01% Unchanged
25 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,3501.4k $45.6k $45.6k 0.00% Unchanged
26 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 1,0001.0k $33.8k $33.8k 0.00% New
27 UBS Group AG 0.00% of their portfolio ZURICH, V8 388388 $13.1k $13.1k 0.00% Added +378 +378
28 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 250250 $8.5k $8.5k 0.00% Unchanged
29 WOLFF WIESE MAGANA LLC 0.00% of their portfolio CARSLBAD, CA 100100 $3.4k $3.4k 0.00% Unchanged