Vault-13

FIRST TR EXCHNG TRADED FD VI FDEC

FT VEST UQ EQT · ETP · CUSIP 33740U505

116 institutional holders -6 vs Q4 2023
7,831,3747.8m shares reported held*
$322.5mreported value*
14 new 41 added 30 reduced 19 sold out net bought ≈ $71.9m (+1.7m 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 ≈ $41.18.

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 57Q4 22: 66Q1 23: 80Q2 23: 78Q3 23: 70Q4 23: 122Q1 24: 116116Q3 22Q1 23Q3 23Q1 24
Numbers
QuarterHolders
Q3 202257
Q4 202266
Q1 202380
Q2 202378
Q3 202370
Q4 2023122
Q1 2024116

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 22: 52 bought or addedQ4 22: 18 cut or sold outQ4 22Q1 23: 48 bought or addedQ1 23: 23 cut or sold outQ1 23Q2 23: 22 bought or addedQ2 23: 39 cut or sold outQ2 23Q3 23: 4 bought or addedQ3 23: 52 cut or sold outQ3 23Q4 23: 87 bought or addedQ4 23: 16 cut or sold outQ4 23Q1 24: 55 bought or addedQ1 24: 49 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q4 20225218
Q1 20234823
Q2 20232239
Q3 2023452
Q4 20238716
Q1 20245549

Biggest buyers

Mason & Associates Inc New +1,714,085+1.7m
MML INVESTORS SERVICES, LLC Added +186,829+186.8k
Raymond James Financial Services Advisors, Inc. Added +184,961+185.0k
Cetera Investment Advisers Added +184,666+184.7k
Sigma Planning Corp Added +175,126+175.1k
Janney Montgomery Scott LLC Added +76,244+76.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +50,573+50.6k
LPL Financial LLC Added +50,327+50.3k
Advisory Services Network, LLC Added +46,923+46.9k
COMMONWEALTH EQUITY SERVICES, LLC Added +43,652+43.7k

Biggest sellers

AE Wealth Management LLC Reduced -464,853-464.9k
SMART Wealth LLC Sold out -184,755-184.8k
Cetera Advisor Networks LLC Sold out -99,754-99.8k
Bullseye Investment Management, LLC Reduced -94,512-94.5k
CreativeOne Wealth, LLC Reduced -85,948-85.9k
Cetera Advisors LLC Sold out -70,242-70.2k
WINTRUST INVESTMENTS LLC Sold out -60,865-60.9k
OSAIC HOLDINGS, INC. Reduced -40,405-40.4k
Lloyd Advisory Services, LLC. Sold out -36,193-36.2k
CWM, LLC Reduced -19,239-19.2k

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 +4.4 pts · filed 2026-10-27 67.7% +4.4 pts 16.0m≈ $872.7m 2026-10-27

Holders, Q1 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Mason & Associates Inc 18.84% of their portfolio LOS ANGELES, CA 1,714,0851.7m $70.6m $70.6m 18.84% New
2 Sigma Planning Corp 0.70% of their portfolio ANN ARBOR, MI 539,937539.9k $22.3m $22.3m 0.70% Added +175.1k +175,126
3 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 439,156439.2k $18.1m $18.1m 0.04% Reduced -40.4k -40,405
4 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 415,373415.4k $17.1m $17.1m 0.03% Added +43.7k +43,652
5 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 365,511365.5k $15.1m $15.1m 0.01% Added +18.4k +18,423
6 CWM, LLC 0.07% of their portfolio OMAHA, NE 364,857364.9k $15.0m $15.0m 0.07% Reduced -19.2k -19,239
7 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 294,951295.0k $12.2m $12.2m 0.03% Added +184.7k +184,666
8 Raymond James Financial Services Advisors, Inc. 0.02% of their portfolio ST. PETERSBURG, FL 281,777281.8k $11.6m $11.6m 0.02% Added +185.0k +184,961
9 MML INVESTORS SERVICES, LLC 0.04% of their portfolio SPRINGFIELD, MA 207,267207.3k $8.5m $8.5m 0.04% Added +186.8k +186,829
10 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 195,456195.5k $8.1m $8.1m 0.01% Reduced -4.2k -4,178
11 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 176,801176.8k $7.3m $7.3m 0.03% Added +10.4k +10,410
12 Schulz Wealth, LTD. 5.65% of their portfolio MANSFIELD, TX 160,529160.5k $6.6m $6.6m 5.65% Reduced -2.1k -2,061
13 Janney Montgomery Scott LLC 0.02% of their portfolio PHILADELPHIA, PA 153,057153.1k $6.3m $6.3m 0.02% Added +76.2k +76,244
14 CreativeOne Wealth, LLC 0.25% of their portfolio OVERLAND PARK, KS 149,507149.5k $6.2m $6.2m 0.25% Reduced -85.9k -85,948
15 Heck Capital Advisors, LLC 0.74% of their portfolio Rhinelander, WI 118,204118.2k $4.9m $4.9m 0.74% Reduced -266 -266
16 CENTRAL VALLEY ADVISORS, LLC 2.43% of their portfolio SACRAMENTO, CA 114,337114.3k $4.7m $4.7m 2.43% Added +7.7k +7,741
17 Global Retirement Partners, LLC 0.17% of their portfolio San Rafael, CA 112,892112.9k $4.7m $4.7m 0.17% Reduced -806 -806
18 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 102,820102.8k $4.2m $4.2m 0.00% Reduced -8.5k -8,538
19 Sowell Financial Services LLC 0.18% of their portfolio NORTH LITTLE ROCK, AR 94,11994.1k $3.9m $3.9m 0.18% Added +5.0k +4,985
20 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 91,37491.4k $3.8m $3.8m 0.00% Added +50.3k +50,327
21 Keystone Wealth Services, LLC 1.11% of their portfolio PALM DESERT, CA 83,04083.0k $3.4m $3.4m 1.11% Added +1.2k +1,186
22 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 82,38282.4k $3.4m $3.4m 0.02% Added +16.4k +16,403
23 REAP Financial Group, LLC 0.87% of their portfolio AUSTIN, TX 76,86276.9k $3.2m $3.2m 0.87% Added +32.9k +32,945
24 NewEdge Advisors, LLC 0.03% of their portfolio NEW ORLEANS, LA 73,12773.1k $3.0m $3.0m 0.03% Reduced -970 -970
25 STEPHENS INC /AR/ 0.04% of their portfolio LITTLE ROCK, AR 67,53067.5k $2.8m $2.8m 0.04% Added +2.4k +2,392
26 AE Wealth Management LLC 0.03% of their portfolio TOPEKA, KS 58,20758.2k $2.4m $2.4m 0.03% Reduced -464.9k -464,853
27 HARBOUR INVESTMENTS, INC. 0.08% of their portfolio MADISON, WI 53,88053.9k $2.2m $2.2m 0.08% Added +13.0k +12,963
28 Capital Analysts, LLC 0.10% of their portfolio FORT WASHINGTON, PA 51,03151.0k $2.1m $2.1m 0.10% Added +11.7k +11,664
29 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 50,57350.6k $2.1m $2.1m 0.00% New
30 Advisory Services Network, LLC 0.04% of their portfolio ATLANTA, GA 47,82347.8k $2.0m $2.0m 0.04% Added +46.9k +46,923
31 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 43,02743.0k $1.8m $1.8m 0.00% Added +19.3k +19,325
32 FWG Investments, LLC. 1.63% of their portfolio LEXINGTON, KY 36,52036.5k $1.5m $1.5m 1.63% Added +19.5k +19,526
33 Bullseye Investment Management, LLC 0.70% of their portfolio CINCINNATI, OH 35,11935.1k $1.2m $1.2m 0.70% Reduced -94.5k -94,512
34 Atria Investments, Inc 0.02% of their portfolio Charlotte, NC 33,71333.7k $1.4m $1.4m 0.02% Added +3.7k +3,654
35 MGO ONE SEVEN LLC 0.07% of their portfolio Beachwood, OH 32,83432.8k $1.4m $1.4m 0.07% Added +18.3k +18,286
36 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 30,98231.0k $1.3m $1.3m 0.00% Added +1.7k +1,681
37 Ameritas Advisory Services, LLC 0.05% of their portfolio Lincoln, NE 30,92330.9k $1.3m $1.3m 0.05% Added +16.6k +16,598
38 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 29,91029.9k $1.2m $1.2m 0.01% Reduced -2.9k -2,934
39 McKinley Carter Wealth Services, Inc. 0.08% of their portfolio WHEELING, WV 29,54629.5k $1.2m $1.2m 0.08% Unchanged
40 McCarthy & Cox 0.44% of their portfolio MARYSVILLE, OH 28,36828.4k $1.2m $1.2m 0.44% First filing
41 Harvest Investment Services, LLC 0.45% of their portfolio Oakbrook Terrace, IL 27,41227.4k $1.1m $1.1m 0.45% Added +9.2k +9,189
42 Strategic Blueprint, LLC 0.07% of their portfolio ATLANTA, GA 24,70124.7k $1.0m $1.0m 0.07% Added +7.9k +7,921
43 Integrity Financial Corp /WA 0.67% of their portfolio JACKSON, WY 23,82323.8k $981.7k $981.7k 0.67% Added +1.1k +1,143
44 Kingsview Wealth Management, LLC 0.02% of their portfolio GRANTS PASS, OR 22,85822.9k $942.0k $942.0k 0.02% Added +562 +562
45 Faithward Advisors, LLC 0.17% of their portfolio LANCASTER, PA 22,65022.6k $933.4k $933.4k 0.17% Unchanged
46 Tanglewood Legacy Advisors, LLC 0.44% of their portfolio HOUSTON, TX 21,45121.5k $884.0k $884.0k 0.44% Reduced -1.3k -1,264
47 Mariner, LLC 0.00% of their portfolio Overland Park, KS 21,14421.1k $871.3k $871.3k 0.00% Added +1.1k +1,109
48 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 19,97420.0k $823.1k $823.1k 0.00% Added +19.9k +19,882
49 Valtinson Bruner Financial Planning LLC 0.35% of their portfolio NEW BRIGHTON, MN 19,73919.7k $813.4k $813.4k 0.35% Reduced -6.2k -6,247
50 Catalina Capital Group, LLC 0.35% of their portfolio Torrance, CA 19,65719.7k $810.1k $810.1k 0.35% Reduced -378 -378
51 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 19,27819.3k $794.4k $794.4k 0.01% Reduced -104 -104
52 BlueChip Wealth Advisors LLC 0.51% of their portfolio Milton, GA 19,20019.2k $791.2k $791.2k 0.51% Unchanged
53 Paragon Capital Management Ltd 0.14% of their portfolio DENVER, CO 18,72718.7k $771.7k $771.7k 0.14% Reduced -3.7k -3,742
54 Trek Financial, LLC 0.06% of their portfolio Scottsdale, AZ 18,45518.5k $760.5k $760.5k 0.06% Unchanged
55 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.16% of their portfolio BLUE BELL, PA 18,43118.4k $759.5k $759.5k 0.16% Added +6.9k +6,879
56 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 18,32718.3k $755.3k $755.3k 0.00% Reduced -4.5k -4,519
57 1776 Wealth LLC 0.36% of their portfolio ATLANTA, GA 18,22418.2k $751.0k $751.0k 0.36% Unchanged
58 DHJJ Financial Advisors, Ltd. 0.32% of their portfolio NAPERVILLE, IL 17,62817.6k $726.5k $726.5k 0.32% Added +3.9k +3,864
59 MBL Wealth, LLC 0.08% of their portfolio CHARLOTTE, NC 16,69516.7k $688.0k $688.0k 0.08% New
60 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 15,87015.9k $654.0k $654.0k 0.01% Unchanged
61 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 15,22115.2k $627.3k $627.3k 0.01% Reduced -2.2k -2,209
62 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 13,43013.4k $553.5k $553.5k 0.00% Reduced -2.8k -2,821
63 Mutual Advisors, LLC 0.02% of their portfolio OMAHA, NE 13,03013.0k $537.0k $537.0k 0.02% Reduced -20 -20
64 LINCOLN NATIONAL CORP 0.01% of their portfolio RADNOR, PA 12,52512.5k $516.2k $516.2k 0.01% Unchanged
65 ARBOR CAPITAL MANAGEMENT INC /ADV 0.45% of their portfolio ANCHORAGE, AK 11,59211.6k $478.9k $478.9k 0.45% Added +259 +259
66 Pitti Group Wealth Management, LLC 0.48% of their portfolio VICTOR, NY 10,52610.5k $432.5k $432.5k 0.48% Added +800 +800
67 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 10,25510.3k $422.6k $422.6k 0.01% Added +600 +600
68 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.03% of their portfolio BIRMINGHAM, AL 9,95910.0k $410.4k $410.4k 0.03% Added +5.6k +5,562
69 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 9,2449.2k $380.9k $380.9k 0.00% New
70 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 9,2269.2k $380.0k $380.0k 0.00% Unchanged
71 TOWNSQUARE CAPITAL LLC 0.01% of their portfolio Lehi, UT 9,0969.1k $374.8k $374.8k 0.01% Unchanged
72 ACORN FINANCIAL ADVISORY SERVICES INC /ADV 0.07% of their portfolio Reston, VA 8,9248.9k $367.8k $367.8k 0.07% Reduced -153 -153
73 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 8,7118.7k $359.0k $359.0k 0.01% Reduced -88 -88
74 CoreCap Advisors, LLC 0.02% of their portfolio SOUTHFIELD, MI 8,3318.3k $343.3k $343.3k 0.02% Added +3.0k +3,039
75 Financial Network Wealth Advisors LLC 0.34% of their portfolio MURRAY, UT 8,2648.3k $340.6k $340.6k 0.34% Unchanged
76 Semus Wealth Partners LLC 0.29% of their portfolio Boca Raton, FL 8,2498.2k $339.9k $339.9k 0.29% Unchanged
77 FLAGSTAR SECURITIES, INC 0.09% of their portfolio New York, NY 8,2318.2k $339.2k $339.2k 0.09% Unchanged
78 Sunbelt Securities, Inc. 0.04% of their portfolio HOUSTON, TX 8,2198.2k $338.7k $338.7k 0.04% Reduced -3.3k -3,259
79 SWMG, LLC 0.15% of their portfolio FORT WORTH, TX 8,1138.1k $334.3k $334.3k 0.15% New
80 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 7,7777.8k $320.5k $320.5k 0.01% Unchanged
81 Share Andrew L. 0.15% of their portfolio MANCHESTER, NH 7,6507.7k $315.3k $315.3k 0.15% Unchanged
82 Plotkin Financial Advisors, LLC 0.20% of their portfolio CHEVY CHASE, MD 7,4207.4k $305.8k $305.8k 0.20% New
83 KINGSWOOD WEALTH ADVISORS, LLC 0.04% of their portfolio SAN DIEGO, CA 7,4167.4k $305.6k $305.6k 0.04% New
84 CENTAURUS FINANCIAL, INC. 0.02% of their portfolio ANAHEIM, CA 7,2627.3k $299.0k $299.0k 0.02% Added +643 +643
85 Cedar Brook Financial Partners, LLC 0.06% of their portfolio CLEVELAND, OH 7,0157.0k $289.1k $289.1k 0.06% Unchanged
86 Avidian Wealth Enterprises, LLC 0.01% of their portfolio Houston, TX 6,5986.6k $271.9k $271.9k 0.01% Unchanged
87 Prosperity Consulting Group, LLC 0.03% of their portfolio OWINGS MILLS, MD 6,4286.4k $264.9k $264.9k 0.03% Unchanged
88 Simplicity Wealth,LLC 0.01% of their portfolio SUMMIT, NJ 6,2826.3k $258.9k $258.9k 0.01% New
89 Bleakley Financial Group, LLC 0.01% of their portfolio PARSIPPANY, NJ 6,2826.3k $258.9k $258.9k 0.01% Unchanged
90 Snowden Capital Advisors LLC 0.01% of their portfolio New York, NY 6,2356.2k $256.9k $256.9k 0.01% Unchanged
91 Fragasso Financial Advisors Inc 0.02% of their portfolio SEWICKLEY, PA 6,1146.1k $252.0k $252.0k 0.02% Reduced -5.8k -5,775
92 SOA Wealth Advisors, LLC. 0.05% of their portfolio NEW YORK, NY 6,0226.0k $248.2k $248.2k 0.05% Unchanged
93 Apollon Wealth Management, LLC 0.01% of their portfolio MOUNT PLEASANT, SC 5,9976.0k $247.1k $247.1k 0.01% Unchanged
94 Pinnacle Wealth Planning Services, Inc. 0.04% of their portfolio MANSFIELD, OH 5,9445.9k $245.0k $245.0k 0.04% New
95 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 5,8755.9k $242.1k $242.1k 0.00% Unchanged
96 Aurora Private Wealth, Inc. 0.21% of their portfolio ROCKAWAY, NJ 5,8635.9k $241.0k $241.0k 0.21% Added +47 +47
97 FSB PREMIER WEALTH MANAGEMENT, INC. 0.11% of their portfolio WATERLOO, IA 5,6815.7k $234.1k $234.1k 0.11% Reduced -631 -631
98 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 5,3655.4k $221.1k $221.1k 0.01% New
99 Savvy Advisors, Inc. 0.12% of their portfolio NEW YORK, NY 5,2305.2k $215.5k $215.5k 0.12% Unchanged
100 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 5,0105.0k $206.5k $206.5k 0.00% Reduced -8.3k -8,259