Vault-13

FIRST TR EXCHNG TRADED FD VI DECM

FT VEST US EQUIT · ETP · CUSIP 33740U497

39 institutional holders +2 vs Q1 2026
991,872991.9k shares reported held*
$33.4mreported value*
4 new 7 added 11 reduced 1 sold out net sold ≈ $4.0m (-118.6k 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 ≈ $33.71.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

02040Q4 24: 15Q1 25: 34Q2 25: 33Q3 25: 31Q4 25: 36Q1 26: 37Q2 26: 3939Q4 24Q2 25Q4 25Q2 26
Numbers
QuarterHolders
Q4 202415
Q1 202534
Q2 202533
Q3 202531
Q4 202536
Q1 202637
Q2 202639

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q1 25: 24 bought or addedQ1 25: 3 cut or sold outQ1 25Q2 25: 14 bought or addedQ2 25: 14 cut or sold outQ2 25Q3 25: 10 bought or addedQ3 25: 8 cut or sold outQ3 25Q4 25: 17 bought or addedQ4 25: 15 cut or sold outQ4 25Q1 26: 10 bought or addedQ1 26: 17 cut or sold outQ1 26Q2 26: 11 bought or addedQ2 26: 12 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q1 2025243
Q2 20251414
Q3 2025108
Q4 20251715
Q1 20261017
Q2 20261112

Biggest buyers

OLD MISSION CAPITAL LLC Added +14,185+14.2k
LVZ, Inc. New +8,573+8.6k
HARBOUR INVESTMENTS, INC. Added +6,323+6.3k
Grantvest Financial Group LLC New +5,965+6.0k
Cetera Investment Advisers Added +3,029+3.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +2,683+2.7k
TRUIST FINANCIAL CORP Added +2,003+2.0k
Mariner, LLC Added +1,973+2.0k
FIDUCIARY FINANCIAL ADVISORS New +1,655+1.7k
JANE STREET GROUP, LLC Added +859+859

Biggest sellers

PRECEDENT WEALTH PARTNERS, LLC Reduced -137,880-137.9k
ENVESTNET ASSET MANAGEMENT INC Reduced -9,661-9.7k
AE Wealth Management LLC Reduced -5,943-5.9k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -4,144-4.1k
Capasso Planning Partners LLC Reduced -3,973-4.0k
Kestra Advisory Services, LLC Reduced -1,845-1.8k
Atria Investments, Inc Reduced -1,108-1.1k
Cambridge Investment Research Advisors, Inc. Reduced -800-800
MILESTONE ASSET MANAGEMENT, LLC Reduced -536-536
Clear Creek Financial Management, LLC Reduced -150-150

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
PRECEDENT WEALTH PARTNERS, LLC 13G · institution new · filed 2026-07-02 28.3% new 403.7k≈ $13.6m 2026-07-02
FIRST TRUST PORTFOLIOS LP 13G · institution +6.3 pts · filed 2026-10-07 16.3% +6.3 pts 171.2k≈ $5.8m 2026-10-07

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 PRECEDENT WEALTH PARTNERS, LLC 2.26% of their portfolio HOUSTON, TX 403,734403.7k $13.6m $13.6m 2.26% Reduced -137.9k -137,880
2 Capasso Planning Partners LLC 1.18% of their portfolio CHARLESTON, SC 70,43170.4k $2.4m $2.4m 1.18% Reduced -4.0k -3,973
3 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 58,45458.5k $2.0m $2.0m 0.01% Reduced -1.8k -1,845
4 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 53,87453.9k $1.8m $1.8m 0.00% Reduced -4.1k -4,144
5 Mariner, LLC 0.00% of their portfolio Overland Park, KS 31,78731.8k $1.1m $1.1m 0.00% Added +2.0k +1,973
6 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 28,70628.7k $967.8k $967.8k 0.01% Reduced -1.1k -1,108
7 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 26,34126.3k $888.1k $888.1k 0.02% Added +14.2k +14,185
8 Madrona Financial Services, LLC 0.16% of their portfolio EVERETT, WA 26,15826.2k $881.9k $881.9k 0.16% Unchanged
9 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 24,29224.3k $819.0k $819.0k 0.00% Reduced -9.7k -9,661
10 Clear Creek Financial Management, LLC 0.05% of their portfolio SILVERDALE, WA 23,90023.9k $805.8k $805.8k 0.05% Reduced -150 -150
11 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 22,76922.8k $767.6k $767.6k 0.01% Added +6.3k +6,323
12 HBW ADVISORY SERVICES LLC 0.05% of their portfolio SIMI VALLEY, CA 16,98917.0k $572.8k $572.8k 0.05% Unchanged
13 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 16,22216.2k $546.9k $546.9k 0.00% Added +2.7k +2,683
14 Pinnacle Financial Partners, Inc. 0.00% of their portfolio ATLANTA, GA 15,03315.0k $506.8k $506.8k 0.00% Unchanged
15 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 13,94313.9k $470.1k $470.1k 0.00% Added +3.0k +3,029
16 Legacy Capital Wealth Partners, LLC 0.09% of their portfolio LITTLE ROCK, AR 13,21013.2k $445.4k $445.4k 0.09% Unchanged
17 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 12,52812.5k $422.4k $422.4k 0.00% Unchanged
18 Capital Analysts, LLC 0.01% of their portfolio FORT WASHINGTON, PA 11,59311.6k $391.0k $391.0k 0.01% Unchanged
19 Americana Partners, LLC 0.01% of their portfolio Houston, TX 11,29811.3k $380.9k $380.9k 0.01% Reduced -125 -125
20 Buck Wealth Strategies, LLC 0.04% of their portfolio DENVER, CO 10,40010.4k $350.6k $350.6k 0.04% Unchanged
21 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 10,11810.1k $341.1k $341.1k 0.00% Added +859 +859
22 MILESTONE ASSET MANAGEMENT, LLC 0.05% of their portfolio PITTSBURGH, PA 9,1669.2k $309.0k $309.0k 0.05% Reduced -536 -536
23 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 9,0929.1k $306.5k $306.5k 0.00% Reduced -5.9k -5,943
24 Commonwealth Financial Services, LLC 0.04% of their portfolio VIENNA, WV 8,9909.0k $303.1k $303.1k 0.04% Unchanged
25 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 8,8528.9k $298.4k $298.4k 0.00% Added +2.0k +2,003
26 LVZ, Inc. 0.03% of their portfolio Holland, MI 8,5738.6k $289.0k $289.0k 0.03% New
27 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 7,7807.8k $262.0k $262.0k 0.00% Reduced -800 -800
28 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 6,8006.8k $229.3k $229.3k 0.00% Unchanged
29 Security Financial Services, INC. 0.03% of their portfolio Fort Wayne, IN 6,4916.5k $218.8k $218.8k 0.03% Unchanged
30 Gallagher Fiduciary Advisors, LLC 0.01% of their portfolio ROLLING MEADOWS, IL 6,2356.2k $210.2k $210.2k 0.01% Unchanged
31 Grantvest Financial Group LLC 0.12% of their portfolio MATAWAN, NJ 5,9656.0k $201.1k $201.1k 0.12% New
32 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 3,0493.0k $102.8k $102.8k 0.00% Unchanged
33 EVOLUTION WEALTH MANAGEMENT INC. 0.05% of their portfolio FORT MYERS, FL 2,6752.7k $90.2k $90.2k 0.05% Unchanged
34 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 1,9952.0k $67.3k $67.3k 0.00% Unchanged
35 FIDUCIARY FINANCIAL ADVISORS 0.01% of their portfolio GRAND RAPIDS, MI 1,6551.7k $55.8k $55.8k 0.01% New
36 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 1,5831.6k $53.4k $53.4k 0.00% Unchanged
37 Noble Wealth Management PBC 0.01% of their portfolio GREENWOOD VILLAGE, CO 500500 $16.9k $16.9k 0.01% Unchanged
38 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 479479 $16.1k $16.1k 0.00% New
39 Integrity Financial Corp /WA 0.00% of their portfolio JACKSON, WY 212212 $7.1k $7.1k 0.00% Unchanged