Vault-13

FIRST TR EXCHNG TRADED FD VI FDEC

FT VEST UQ EQT · ETP · CUSIP 33740U505

135 institutional holders +19 vs Q3 2024
7,288,4517.3m shares reported held*
$325.0mreported value*
22 new 50 added 34 reduced 8 sold out net bought ≈ $78.3m (+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 ≈ $44.59.

Trends to Q4 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: 140Q3 24: 116Q4 24: 135135Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 202257
Q4 202266
Q1 202380
Q2 202378
Q3 202370
Q4 2023122
Q1 2024116
Q2 2024140
Q3 2024116
Q4 2024135

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 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 24Q3 24: 24 bought or addedQ3 24: 84 cut or sold outQ4 24: 72 bought or addedQ4 24: 42 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 20234823
Q2 20232239
Q3 2023452
Q4 20238716
Q1 20245549
Q2 20245250
Q3 20242484
Q4 20247242

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +475,730+475.7k
LPL Financial LLC Added +365,642+365.6k
Bouchey Financial Group, Ltd. New +336,213+336.2k
Cetera Investment Advisers Added +179,854+179.9k
MGO ONE SEVEN LLC Added +154,757+154.8k
CreativeOne Wealth, LLC Added +124,460+124.5k
OSAIC HOLDINGS, INC. Added +107,100+107.1k
Arkadios Wealth Advisors New +77,524+77.5k
JANE STREET GROUP, LLC New +67,138+67.1k
CWM, LLC Added +53,727+53.7k

Biggest sellers

Sigma Planning Corp Reduced -368,340-368.3k
Bullseye Investment Management, LLC Reduced -64,607-64.6k
Advisory Services Network, LLC Reduced -29,192-29.2k
TRUIST FINANCIAL CORP Reduced -29,088-29.1k
GOLDMAN SACHS GROUP INC Sold out -25,000-25.0k
UBS Group AG Reduced -23,723-23.7k
REAP Financial Group, LLC Reduced -14,333-14.3k
ARBOR CAPITAL MANAGEMENT INC /ADV Reduced -12,958-13.0k
ACORN FINANCIAL ADVISORY SERVICES INC /ADV Sold out -7,636-7.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -6,290-6.3k

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, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 668,002668.0k $29.8m $29.8m 0.01% Added +475.7k +475,730
2 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 565,212565.2k $25.2m $25.2m 0.01% Added +365.6k +365,642
3 Griffith & Werner, Inc. 15.27% of their portfolio CANTON, GA 518,943518.9k $23.1m $23.1m 15.27% First filing
4 CWM, LLC 0.07% of their portfolio OMAHA, NE 391,244391.2k $17.4m $17.4m 0.07% Added +53.7k +53,727
5 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 365,439365.4k $16.3m $16.3m 0.01% First filing
6 Bouchey Financial Group, Ltd. 1.31% of their portfolio TROY, NY 336,213336.2k $15.0m $15.0m 1.31% New
7 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 327,647327.6k $14.6m $14.6m 0.02% Added +23.3k +23,312
8 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 327,444327.4k $14.6m $14.6m 0.03% Added +107.1k +107,100
9 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 301,113301.1k $13.4m $13.4m 0.03% Added +179.9k +179,854
10 Janney Montgomery Scott LLC 0.02% of their portfolio PHILADELPHIA, PA 186,063186.1k $8.3m $8.3m 0.02% Added +33.2k +33,181
11 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 162,709162.7k $7.3m $7.3m 0.02% Added +5.7k +5,655
12 MGO ONE SEVEN LLC 0.28% of their portfolio Beachwood, OH 162,466162.5k $7.2m $7.2m 0.28% Added +154.8k +154,757
13 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 159,492159.5k $7.1m $7.1m 0.02% Added +4.0k +4,025
14 Schulz Wealth, LTD. 5.44% of their portfolio MANSFIELD, TX 158,964159.0k $7.1m $7.1m 5.44% Unchanged
15 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 149,103149.1k $6.6m $6.6m 0.01% Reduced -29.1k -29,088
16 CreativeOne Wealth, LLC 0.20% of their portfolio OVERLAND PARK, KS 143,749143.7k $6.4m $6.4m 0.20% Added +124.5k +124,460
17 Heck Capital Advisors, LLC 0.58% of their portfolio Rhinelander, WI 114,078114.1k $5.1m $5.1m 0.58% Reduced -939 -939
18 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 107,785107.8k $4.8m $4.8m 0.01% Added +38.6k +38,633
19 Global Retirement Partners, LLC 0.14% of their portfolio San Rafael, CA 107,770107.8k $4.8m $4.8m 0.14% Added +753 +753
20 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 88,41488.4k $3.9m $3.9m 0.02% Added +32.2k +32,214
21 NOVEM GROUP 0.57% of their portfolio Rochester, NY 86,61086.6k $3.9m $3.9m 0.57% First filing
22 Bison Wealth, LLC 0.45% of their portfolio ATLANTA, GA 81,74981.7k $3.6m $3.6m 0.45% First filing
23 Keystone Wealth Services, LLC 0.95% of their portfolio PALM DESERT, CA 80,68780.7k $3.6m $3.6m 0.95% Added +7.5k +7,507
24 Arkadios Wealth Advisors 0.19% of their portfolio ATLANTA, GA 77,52477.5k $3.5m $3.5m 0.19% New
25 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 67,13867.1k $3.0m $3.0m 0.00% New
26 STEPHENS INC /AR/ 0.04% of their portfolio LITTLE ROCK, AR 66,06666.1k $2.9m $2.9m 0.04% Reduced -943 -943
27 REAP Financial Group, LLC 0.67% of their portfolio AUSTIN, TX 60,95061.0k $2.7m $2.7m 0.67% Reduced -14.3k -14,333
28 Sigma Planning Corp 0.08% of their portfolio ANN ARBOR, MI 56,71356.7k $2.5m $2.5m 0.08% Reduced -368.3k -368,340
29 AE Wealth Management LLC 0.02% of their portfolio TOPEKA, KS 53,65553.7k $2.4m $2.4m 0.02% Reduced -862 -862
30 Harvest Investment Services, LLC 0.57% of their portfolio Oakbrook Terrace, IL 51,87751.9k $2.3m $2.3m 0.57% Added +25.3k +25,308
31 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 38,56738.6k $1.7m $1.7m 0.01% Reduced -4.0k -4,019
32 McKinley Carter Wealth Services, Inc. 0.10% of their portfolio WHEELING, WV 34,93134.9k $1.6m $1.6m 0.10% Added +4.2k +4,215
33 Advisory Services Network, LLC 0.03% of their portfolio ATLANTA, GA 34,59534.6k $1.5m $1.5m 0.03% Reduced -29.2k -29,192
34 HARBOUR INVESTMENTS, INC. 0.04% of their portfolio MADISON, WI 32,68932.7k $1.5m $1.5m 0.04% Reduced -3.1k -3,130
35 Tanglewood Legacy Advisors, LLC 0.62% of their portfolio HOUSTON, TX 32,47832.5k $1.4m $1.4m 0.62% Added +11.3k +11,287
36 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 30,64830.6k $1.4m $1.4m 0.00% Reduced -3.6k -3,569
37 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 29,84729.8k $1.4m $1.4m 0.01% Added +8.4k +8,366
38 Ignite Planners, LLC 0.29% of their portfolio SAN CLEMENTE, CA 29,78029.8k $1.3m $1.3m 0.29% New
39 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 29,74429.7k $1.3m $1.3m 0.01% Reduced -234 -234
40 Faithward Advisors, LLC 0.22% of their portfolio LANCASTER, PA 29,34729.3k $1.3m $1.3m 0.22% Added +7.2k +7,223
41 McCarthy & Cox 0.44% of their portfolio MARYSVILLE, OH 28,36828.4k $1.3m $1.3m 0.44% Unchanged
42 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 27,21527.2k $1.2m $1.2m 0.00% Added +6.9k +6,927
43 FORTRESS PRIVATE LEDGER, LLC 0.68% of their portfolio RALEIGH, NC 24,88424.9k $1.1m $1.1m 0.68% First filing
44 Grantvest Financial Group LLC 1.20% of their portfolio MATAWAN, NJ 24,06224.1k $1.1m $1.1m 1.20% First filing
45 Integrity Financial Corp /WA 0.61% of their portfolio JACKSON, WY 23,65423.7k $1.1m $1.1m 0.61% Added +406 +406
46 Valtinson Bruner Financial Planning LLC 0.37% of their portfolio NEW BRIGHTON, MN 23,50923.5k $1.0m $1.0m 0.37% Added +3.8k +3,820
47 Ameritas Advisory Services, LLC 0.04% of their portfolio Lincoln, NE 23,37123.4k $1.0m $1.0m 0.04% Reduced -6.2k -6,182
48 Bullseye Investment Management, LLC 0.65% of their portfolio CINCINNATI, OH 22,00422.0k $980.3k $980.3k 0.65% Reduced -64.6k -64,607
49 1776 Wealth LLC 0.44% of their portfolio ATLANTA, GA 21,55721.6k $960.9k $960.9k 0.44% Added +3.3k +3,333
50 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 21,35421.4k $951.9k $951.9k 0.00% Added +4.2k +4,226
51 Mariner, LLC 0.00% of their portfolio Overland Park, KS 21,16421.2k $943.4k $943.4k 0.00% Reduced -1.2k -1,176
52 FWG Investments, LLC. 0.69% of their portfolio LEXINGTON, KY 19,81519.8k $883.3k $883.3k 0.69% Added +181 +181
53 KINGSWOOD WEALTH ADVISORS, LLC 0.07% of their portfolio SAN DIEGO, CA 19,64819.6k $875.8k $875.8k 0.07% Added +10.6k +10,648
54 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 19,07219.1k $850.1k $850.1k 0.01% Reduced -118 -118
55 Catalina Capital Group, LLC 0.28% of their portfolio Torrance, CA 18,86118.9k $840.7k $840.7k 0.28% Reduced -796 -796
56 CENTAURUS FINANCIAL, INC. 0.05% of their portfolio ANAHEIM, CA 18,83518.8k $840.0k $840.0k 0.05% Added +13.2k +13,183
57 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 18,74318.7k $835.5k $835.5k 0.01% New
58 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 18,62018.6k $830.0k $830.0k 0.01% Added +1.4k +1,410
59 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 18,32718.3k $816.9k $816.9k 0.00% Unchanged
60 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 18,21918.2k $812.1k $812.1k 0.00% Reduced -6.3k -6,290
61 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.15% of their portfolio BLUE BELL, PA 17,46217.5k $778.4k $778.4k 0.15% Reduced -87 -87
62 DHJJ Financial Advisors, Ltd. 0.29% of their portfolio NAPERVILLE, IL 16,66616.7k $742.9k $742.9k 0.29% Reduced -110 -110
63 BlueChip Wealth Advisors LLC 0.41% of their portfolio Milton, GA 16,64016.6k $741.7k $741.7k 0.41% Reduced -2.6k -2,560
64 TFB Advisors LLC 0.20% of their portfolio OVERLAND PARK, KS 15,72515.7k $700.9k $700.9k 0.20% Added +4.3k +4,301
65 FOUNDERS FINANCIAL SECURITIES LLC 0.06% of their portfolio TOWSON, MD 14,21014.2k $633.4k $633.4k 0.06% Added +5.0k +5,028
66 Capital Analysts, LLC 0.03% of their portfolio FORT WASHINGTON, PA 14,18914.2k $632.0k $632.0k 0.03% Reduced -343 -343
67 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.03% of their portfolio BIRMINGHAM, AL 13,38013.4k $610.4k $610.4k 0.03% Added +3.8k +3,753
68 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 12,44312.4k $554.6k $554.6k 0.01% Added +2.0k +1,988
69 FLAGSTAR SECURITIES, INC 0.14% of their portfolio New York, NY 12,31412.3k $548.9k $548.9k 0.14% Added +5.8k +5,777
70 CoreCap Advisors, LLC 0.02% of their portfolio SOUTHFIELD, MI 11,93811.9k $532.1k $532.1k 0.02% Added +1.5k +1,506
71 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 11,12811.1k $496.0k $496.0k 0.00% Added +9.1k +9,068
72 Pitti Group Wealth Management, LLC 0.48% of their portfolio VICTOR, NY 10,52410.5k $469.1k $469.1k 0.48% Added +798 +798
73 ARBOR CAPITAL MANAGEMENT INC /ADV 0.46% of their portfolio ANCHORAGE, AK 10,36010.4k $469.7k $469.7k 0.46% Reduced -13.0k -12,958
74 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 10,07510.1k $451.6k $451.6k 0.01% Added +1.5k +1,512
75 TOWNSQUARE CAPITAL LLC 0.00% of their portfolio Lehi, UT 9,9329.9k $442.7k $442.7k 0.00% Added +836 +836
76 PKS Advisory Services, LLC 0.11% of their portfolio ALBANY, NY 9,6219.6k $428.9k $428.9k 0.11% First filing
77 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 9,5529.6k $425.8k $425.8k 0.00% Added +864 +864
78 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 9,2269.2k $411.2k $411.2k 0.00% Unchanged
79 VestGen Investment Management 0.11% of their portfolio EGG HARBOR TOWNSHIP, NJ 9,1479.1k $407.7k $407.7k 0.11% New
80 Summit Financial Wealth Advisors, LLC 0.08% of their portfolio Lafayette, LA 8,9529.0k $404.4k $404.4k 0.08% New
81 Clearstead Advisors, LLC 0.01% of their portfolio CLEVELAND, OH 8,8008.8k $392.3k $392.3k 0.01% New
82 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 8,5708.6k $382.0k $382.0k 0.01% Reduced -500 -500
83 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 8,3628.4k $373.0k $373.0k 0.01% Unchanged
84 Clear Creek Financial Management, LLC 0.04% of their portfolio SILVERDALE, WA 8,2918.3k $369.6k $369.6k 0.04% Added +3.0k +2,975
85 Paragon Capital Management Ltd 0.07% of their portfolio DENVER, CO 8,1518.2k $363.3k $363.3k 0.07% Added +349 +349
86 SWMG, LLC 0.15% of their portfolio FORT WORTH, TX 8,1138.1k $370.1k $370.1k 0.15% Unchanged
87 Sunbelt Securities, Inc. 0.03% of their portfolio HOUSTON, TX 8,0328.0k $359.6k $359.6k 0.03% Reduced -187 -187
88 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 7,9237.9k $353.2k $353.2k 0.00% Added +3.2k +3,199
89 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.01% of their portfolio LOS ANGELES, CA 7,9027.9k $352.2k $352.2k 0.01% Reduced -2.0k -2,028
90 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 7,7427.7k $345.1k $345.1k 0.01% Reduced -35 -35
91 Share Andrew L. 0.15% of their portfolio MANCHESTER, NH 7,6507.7k $341.0k $341.0k 0.15% Unchanged
92 Main Street Financial Solutions, LLC 0.03% of their portfolio NEWTOWN, PA 7,4187.4k $330.7k $330.7k 0.03% New
93 Capasso Planning Partners LLC 0.13% of their portfolio CHARLESTON, SC 7,2517.3k $323.2k $323.2k 0.13% New
94 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 7,2297.2k $324.7k $324.7k 0.00% Reduced -1.6k -1,641
95 Bleakley Financial Group, LLC 0.01% of their portfolio PARSIPPANY, NJ 7,1687.2k $319.5k $319.5k 0.01% Added +886 +886
96 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 6,8596.9k $305.7k $305.7k 0.00% New
97 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 6,7856.8k $302.4k $302.4k 0.00% New
98 Prosperity Consulting Group, LLC 0.02% of their portfolio OWINGS MILLS, MD 6,6516.7k $296.5k $296.5k 0.02% Added +100 +100
99 Avidian Wealth Enterprises, LLC 0.01% of their portfolio Houston, TX 6,5986.6k $294.1k $294.1k 0.01% Unchanged
100 Snowden Capital Advisors LLC 0.01% of their portfolio New York, NY 6,5856.6k $293.5k $293.5k 0.01% Added +350 +350