Vault-13

FIRST TR EXCHNG TRADED FD VI FDEC

FT VEST UQ EQT · ETP · CUSIP 33740U505

140 institutional holders +24 vs Q1 2024
7,713,9877.7m shares reported held*
$340.6mreported value*
28 new 24 added 41 reduced 9 sold out net sold ≈ $6.8m (-153.9k 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 ($677.2k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $44.14.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 57Q4 22: 66Q1 23: 80Q2 23: 78Q3 23: 70Q4 23: 122Q1 24: 116Q2 24: 140140Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 202257
Q4 202266
Q1 202380
Q2 202378
Q3 202370
Q4 2023122
Q1 2024116
Q2 2024140

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 outQ2 23: 22 bought or addedQ2 23: 39 cut or sold outQ2 23Q3 23: 4 bought or addedQ3 23: 52 cut or sold outQ4 23: 87 bought or addedQ4 23: 16 cut or sold outQ4 23Q1 24: 55 bought or addedQ1 24: 49 cut or sold outQ2 24: 52 bought or addedQ2 24: 50 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 20225218
Q1 20234823
Q2 20232239
Q3 2023452
Q4 20238716
Q1 20245549
Q2 20245250

Biggest buyers

WELLS FARGO & COMPANY/MN New +982,540+982.5k
Astor Investment Management LLC New +467,802+467.8k
ENVESTNET ASSET MANAGEMENT INC Added +226,584+226.6k
Atria Investments, Inc Added +113,506+113.5k
Legacy Capital Group California, Inc. New +100,275+100.3k
AE Wealth Management LLC Added +44,876+44.9k
Bullseye Investment Management, LLC Added +40,194+40.2k
GeoWealth Management, LLC Added +33,919+33.9k
JANE STREET GROUP, LLC New +31,577+31.6k
Legacy Capital Wealth Partners, LLC New +25,617+25.6k

Biggest sellers

Mason & Associates Inc Sold out -1,714,085-1.7m
OSAIC HOLDINGS, INC. Reduced -192,907-192.9k
Cetera Investment Advisers Reduced -150,526-150.5k
CreativeOne Wealth, LLC Reduced -118,078-118.1k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -64,714-64.7k
MGO ONE SEVEN LLC Reduced -25,125-25.1k
JPMORGAN CHASE & CO Reduced -19,894-19.9k
Trek Financial, LLC Sold out -18,455-18.5k
Raymond James Financial Services Advisors, Inc. Reduced -18,386-18.4k
MBL Wealth, LLC Sold out -16,695-16.7k

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, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 982,540982.5k $41.8m $41.8m 0.01% New
2 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 592,095592.1k $25.2m $25.2m 0.01% Added +226.6k +226,584
3 Sigma Planning Corp 0.74% of their portfolio ANN ARBOR, MI 547,734547.7k $23.3m $23.3m 0.74% Added +7.8k +7,797
4 Astor Investment Management LLC 9.16% of their portfolio CHICAGO, IL 467,802467.8k $19.9m $19.9m 9.16% New
5 CWM, LLC 0.07% of their portfolio OMAHA, NE 353,004353.0k $15.0m $15.0m 0.07% Reduced -11.9k -11,853
6 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 350,659350.7k $14.9m $14.9m 0.02% Reduced -64.7k -64,714
7 Raymond James Financial Services Advisors, Inc. 0.02% of their portfolio ST. PETERSBURG, FL 263,391263.4k $11.2m $11.2m 0.02% Reduced -18.4k -18,386
8 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 246,249246.2k $10.5m $10.5m 0.02% Reduced -192.9k -192,907
9 MML INVESTORS SERVICES, LLC 0.04% of their portfolio SPRINGFIELD, MA 216,865216.9k $9.2m $9.2m 0.04% Added +9.6k +9,598
10 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 191,686191.7k $8.2m $8.2m 0.01% Reduced -3.8k -3,770
11 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 166,986167.0k $7.1m $7.1m 0.03% Reduced -9.8k -9,815
12 Schulz Wealth, LTD. 5.76% of their portfolio MANSFIELD, TX 159,721159.7k $6.8m $6.8m 5.76% Reduced -808 -808
13 Janney Montgomery Scott LLC 0.02% of their portfolio PHILADELPHIA, PA 153,589153.6k $6.5m $6.5m 0.02% Added +532 +532
14 Atria Investments, Inc 0.08% of their portfolio Charlotte, NC 147,219147.2k $6.3m $6.3m 0.08% Added +113.5k +113,506
15 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 144,425144.4k $6.1m $6.1m 0.01% Reduced -150.5k -150,526
16 CENTRAL VALLEY ADVISORS, LLC 2.19% of their portfolio SACRAMENTO, CA 118,980119.0k $5.1m $5.1m 2.19% Added +4.6k +4,643
17 Heck Capital Advisors, LLC 0.62% of their portfolio Rhinelander, WI 117,763117.8k $5.0m $5.0m 0.62% Reduced -441 -441
18 Global Retirement Partners, LLC 0.15% of their portfolio San Rafael, CA 115,477115.5k $4.9m $4.9m 0.15% Added +2.6k +2,585
19 AE Wealth Management LLC 0.04% of their portfolio TOPEKA, KS 103,083103.1k $4.4m $4.4m 0.04% Added +44.9k +44,876
20 Legacy Capital Group California, Inc. 1.54% of their portfolio LOS GATOS, CA 100,275100.3k $4.3m $4.3m 1.54% New
21 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 96,78496.8k $4.1m $4.1m 0.00% Added +5.4k +5,410
22 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 96,76896.8k $4.1m $4.1m 0.00% Reduced -6.1k -6,052
23 Sowell Financial Services LLC 0.19% of their portfolio NORTH LITTLE ROCK, AR 94,38294.4k $4.0m $4.0m 0.19% Added +263 +263
24 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 78,04478.0k $3.3m $3.3m 0.02% Reduced -4.3k -4,338
25 REAP Financial Group, LLC 0.87% of their portfolio AUSTIN, TX 75,82975.8k $3.2m $3.2m 0.87% Reduced -1.0k -1,033
26 Bullseye Investment Management, LLC 1.75% of their portfolio CINCINNATI, OH 75,31375.3k $2.7m $2.7m 1.75% Added +40.2k +40,194
27 Keystone Wealth Services, LLC 0.97% of their portfolio PALM DESERT, CA 73,32573.3k $3.1m $3.1m 0.97% Reduced -9.7k -9,715
28 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 71,47771.5k $3.0m $3.0m 0.02% Reduced -1.6k -1,650
29 STEPHENS INC /AR/ 0.04% of their portfolio LITTLE ROCK, AR 67,53067.5k $2.9m $2.9m 0.04% Unchanged
30 Advisory Services Network, LLC 0.06% of their portfolio ATLANTA, GA 63,78763.8k $2.7m $2.7m 0.06% Added +16.0k +15,964
31 Capital Analysts, LLC 0.10% of their portfolio FORT WASHINGTON, PA 53,20353.2k $2.3m $2.3m 0.10% Added +2.2k +2,172
32 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 52,22152.2k $2.2m $2.2m 0.00% Added +1.6k +1,648
33 HARBOUR INVESTMENTS, INC. 0.06% of their portfolio MADISON, WI 39,08639.1k $1.7m $1.7m 0.06% Reduced -14.8k -14,794
34 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 37,93637.9k $1.6m $1.6m 0.00% Reduced -5.1k -5,091
35 GeoWealth Management, LLC 0.07% of their portfolio CHICAGO, IL 37,25237.3k $1.6m $1.6m 0.07% Added +33.9k +33,919
36 FWG Investments, LLC. 1.50% of their portfolio LEXINGTON, KY 35,02335.0k $1.5m $1.5m 1.50% Reduced -1.5k -1,497
37 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 31,57731.6k $1.3m $1.3m 0.00% New
38 CreativeOne Wealth, LLC 0.07% of their portfolio OVERLAND PARK, KS 31,42931.4k $1.3m $1.3m 0.07% Reduced -118.1k -118,078
39 Ameritas Advisory Services, LLC 0.05% of their portfolio Lincoln, NE 31,40331.4k $1.3m $1.3m 0.05% Added +480 +480
40 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 30,39130.4k $1.3m $1.3m 0.00% Reduced -591 -591
41 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 29,91029.9k $1.3m $1.3m 0.01% Unchanged
42 McKinley Carter Wealth Services, Inc. 0.08% of their portfolio WHEELING, WV 29,54629.5k $1.3m $1.3m 0.08% Unchanged
43 McCarthy & Cox 0.46% of their portfolio MARYSVILLE, OH 28,36828.4k $1.2m $1.2m 0.46% Unchanged
44 Harvest Investment Services, LLC 0.46% of their portfolio Oakbrook Terrace, IL 27,40627.4k $1.2m $1.2m 0.46% Reduced -6 -6
45 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 26,56426.6k $1.1m $1.1m 0.01% First filing
46 Legacy Capital Wealth Partners, LLC 0.28% of their portfolio LITTLE ROCK, AR 25,61725.6k $1.1m $1.1m 0.28% New
47 Integrity Financial Corp /WA 0.65% of their portfolio JACKSON, WY 24,51624.5k $1.0m $1.0m 0.65% Added +693 +693
48 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 23,35223.4k $993.6k $993.6k 0.00% New
49 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 22,62922.6k $962.9k $962.9k 0.00% New
50 Kingsview Wealth Management, LLC 0.02% of their portfolio GRANTS PASS, OR 22,49622.5k $957.2k $957.2k 0.02% Reduced -362 -362
51 Faithward Advisors, LLC 0.17% of their portfolio LANCASTER, PA 22,46922.5k $956.1k $956.1k 0.17% Reduced -181 -181
52 Strategic Blueprint, LLC 0.06% of their portfolio ATLANTA, GA 21,71521.7k $924.0k $924.0k 0.06% Reduced -3.0k -2,986
53 Mariner, LLC 0.00% of their portfolio Overland Park, KS 21,52621.5k $915.9k $915.9k 0.00% Added +382 +382
54 Tanglewood Legacy Advisors, LLC 0.43% of their portfolio HOUSTON, TX 21,19121.2k $901.7k $901.7k 0.43% Reduced -260 -260
55 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 20,20220.2k $859.6k $859.6k 0.01% Added +924 +924
56 Valtinson Bruner Financial Planning LLC 0.33% of their portfolio NEW BRIGHTON, MN 19,68919.7k $837.8k $837.8k 0.33% Reduced -50 -50
57 Catalina Capital Group, LLC 0.32% of their portfolio Torrance, CA 19,65719.7k $836.4k $836.4k 0.32% Unchanged
58 BlueChip Wealth Advisors LLC 0.48% of their portfolio Milton, GA 19,20019.2k $817.0k $817.0k 0.48% Unchanged
59 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 18,32718.3k $779.8k $779.8k 0.00% Unchanged
60 1776 Wealth LLC 0.35% of their portfolio ATLANTA, GA 18,22418.2k $775.4k $775.4k 0.35% Unchanged
61 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.16% of their portfolio BLUE BELL, PA 17,95518.0k $764.0k $764.0k 0.16% Reduced -476 -476
62 DHJJ Financial Advisors, Ltd. 0.31% of their portfolio NAPERVILLE, IL 17,20117.2k $731.9k $731.9k 0.31% Reduced -427 -427
63 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 15,87015.9k $675.3k $675.3k 0.01% Unchanged
64 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 15,22415.2k $647.8k $647.8k 0.00% New
65 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 14,88814.9k $633.5k $633.5k 0.01% Reduced -333 -333
66 DAVENPORT & Co LLC 0.00% of their portfolio RICHMOND, VA 14,70814.7k $625.8k $625.8k 0.00% New
67 Optivise Advisory Services LLC 0.33% of their portfolio FRANKLIN, TN 14,56814.6k $619.9k $619.9k 0.33% First filing
68 AXXCESS WEALTH MANAGEMENT, LLC 0.02% of their portfolio CARLSBAD, CA 14,52214.5k $617.9k $617.9k 0.02% New
69 FOURPATH CAPITAL MANAGEMENT, LLC 0.39% of their portfolio OKLAHOMA CITY, OK 12,44812.4k $529.7k $529.7k 0.39% New
70 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 12,07012.1k $513.6k $513.6k 0.01% New
71 WEDBUSH SECURITIES INC 0.02% of their portfolio PASADENA, CA 11,84911.8k $504.0k $504.0k 0.02% Added +3.1k +3,138
72 ARBOR CAPITAL MANAGEMENT INC /ADV 0.45% of their portfolio ANCHORAGE, AK 11,56511.6k $493.0k $493.0k 0.45% Reduced -27 -27
73 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 11,36811.4k $483.7k $483.7k 0.01% New
74 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 11,12811.1k $474.8k $474.8k 0.01% Reduced -1.9k -1,902
75 KINGSWOOD WEALTH ADVISORS, LLC 0.04% of their portfolio SAN DIEGO, CA 10,74810.7k $457.3k $457.3k 0.04% Added +3.3k +3,332
76 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 10,25510.3k $436.3k $436.3k 0.01% Unchanged
77 TFB Advisors LLC 0.14% of their portfolio OVERLAND PARK, KS 10,17310.2k $432.9k $432.9k 0.14% New
78 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.01% of their portfolio LOS ANGELES, CA 9,9309.9k $422.5k $422.5k 0.01% New
79 Pitti Group Wealth Management, LLC 0.41% of their portfolio VICTOR, NY 9,7269.7k $379.2k $379.2k 0.41% Reduced -800 -800
80 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.03% of their portfolio BIRMINGHAM, AL 9,6279.6k $409.6k $409.6k 0.03% Reduced -332 -332
81 Raleigh Capital Management Inc. 0.17% of their portfolio CARY, NC 9,4649.5k $402.7k $402.7k 0.17% New
82 CoreCap Advisors, LLC 0.04% of their portfolio SOUTHFIELD, MI 9,4299.4k $401.2k $401.2k 0.04% Added +1.1k +1,098
83 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 9,2269.2k $393.0k $393.0k 0.00% Unchanged
84 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 9,1819.2k $390.7k $390.7k 0.00% Reduced -4.2k -4,249
85 TOWNSQUARE CAPITAL LLC 0.01% of their portfolio Lehi, UT 9,0969.1k $387.0k $387.0k 0.01% Unchanged
86 Financial Network Wealth Advisors LLC 0.29% of their portfolio MURRAY, UT 9,0149.0k $383.2k $383.2k 0.29% Added +750 +750
87 Sunbelt Securities, Inc. 0.04% of their portfolio HOUSTON, TX 8,2198.2k $349.7k $349.7k 0.04% Unchanged
88 SWMG, LLC 0.15% of their portfolio FORT WORTH, TX 8,1138.1k $345.2k $345.2k 0.15% Unchanged
89 ACORN FINANCIAL ADVISORY SERVICES INC /ADV 0.06% of their portfolio Reston, VA 8,0978.1k $344.5k $344.5k 0.06% Reduced -827 -827
90 Lloyd Advisory Services, LLC. 0.16% of their portfolio SUWANEE, GA 8,0488.0k $342.4k $342.4k 0.16% New
91 Paragon Capital Management Ltd 0.06% of their portfolio DENVER, CO 7,8027.8k $332.0k $332.0k 0.06% Reduced -10.9k -10,925
92 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 7,7777.8k $330.9k $330.9k 0.01% Unchanged
93 Outlook Wealth Advisors, LLC 4.12% of their portfolio SHENANDOAH, TX 7,7607.8k $13.2m $13.2m 4.12% New
94 MGO ONE SEVEN LLC 0.02% of their portfolio Beachwood, OH 7,7097.7k $328.0k $328.0k 0.02% Reduced -25.1k -25,125
95 Share Andrew L. 0.17% of their portfolio MANCHESTER, NH 7,6507.7k $325.5k $325.5k 0.17% Unchanged
96 Plotkin Financial Advisors, LLC 0.20% of their portfolio CHEVY CHASE, MD 7,4207.4k $315.7k $315.7k 0.20% Unchanged
97 CENTAURUS FINANCIAL, INC. 0.02% of their portfolio ANAHEIM, CA 7,2627.3k $309.0k $309.0k 0.02% Unchanged
98 Avidian Wealth Enterprises, LLC 0.01% of their portfolio Houston, TX 6,5986.6k $280.7k $280.7k 0.01% Unchanged
99 FLAGSTAR SECURITIES, INC 0.08% of their portfolio New York, NY 6,5376.5k $278.1k $278.1k 0.08% Reduced -1.7k -1,694
100 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 6,5206.5k $277.0k $277.0k 0.00% New