Vault-13

FIRST TR EXCHNG TRADED FD VI FDEC

FT VEST UQ EQT · ETP · CUSIP 33740U505

144 institutional holders +9 vs Q4 2024
7,555,4517.6m shares reported held*
$327.9mreported value*
18 new 52 added 48 reduced 9 sold out net bought ≈ $16.0m (+369.6k 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 ≈ $43.40.

Trends to Q1 2025

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: 135Q1 25: 144144Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202257
Q4 202266
Q1 202380
Q2 202378
Q3 202370
Q4 2023122
Q1 2024116
Q2 2024140
Q3 2024116
Q4 2024135
Q1 2025144

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 23: 22 bought or addedQ2 23: 39 cut or sold outQ3 23: 4 bought or addedQ3 23: 52 cut or sold outQ3 23Q4 23: 87 bought or addedQ4 23: 16 cut or sold outQ1 24: 55 bought or addedQ1 24: 49 cut or sold outQ1 24Q2 24: 52 bought or addedQ2 24: 50 cut or sold outQ3 24: 24 bought or addedQ3 24: 84 cut or sold outQ3 24Q4 24: 72 bought or addedQ4 24: 42 cut or sold outQ1 25: 70 bought or addedQ1 25: 57 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20232239
Q3 2023452
Q4 20238716
Q1 20245549
Q2 20245250
Q3 20242484
Q4 20247242
Q1 20257057

Biggest buyers

STEPHENS INC /AR/ Added +250,763+250.8k
COMMONWEALTH EQUITY SERVICES, LLC Added +197,104+197.1k
NovaPoint Capital, LLC New +102,000+102.0k
OSAIC HOLDINGS, INC. Added +50,355+50.4k
Cetera Investment Advisers Added +47,471+47.5k
LEIGH BALDWIN & CO., LLC New +45,470+45.5k
ASSETMARK, INC Added +41,646+41.6k
CreativeOne Wealth, LLC Added +39,924+39.9k
Griffith & Werner, Inc. Added +39,421+39.4k
OLD MISSION CAPITAL LLC Added +27,073+27.1k

Biggest sellers

LPL Financial LLC Reduced -438,506-438.5k
RAYMOND JAMES FINANCIAL INC Reduced -101,104-101.1k
JANE STREET GROUP, LLC Reduced -48,147-48.1k
Advisory Services Network, LLC Sold out -34,595-34.6k
MML INVESTORS SERVICES, LLC Reduced -23,564-23.6k
McCarthy & Cox Reduced -19,754-19.8k
TRUIST FINANCIAL CORP Reduced -17,944-17.9k
Keystone Wealth Services, LLC Reduced -14,915-14.9k
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Reduced -13,380-13.4k
Capital Analysts, LLC Reduced -11,578-11.6k

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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 684,902684.9k $29.7m $29.7m 0.01% Added +16.9k +16,900
2 Griffith & Werner, Inc. 15.07% of their portfolio CANTON, GA 558,364558.4k $24.2m $24.2m 15.07% Added +39.4k +39,421
3 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 524,751524.8k $22.8m $22.8m 0.03% Added +197.1k +197,104
4 CWM, LLC 0.07% of their portfolio OMAHA, NE 380,922380.9k $16.5m $16.5m 0.07% Reduced -10.3k -10,322
5 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 377,799377.8k $16.4m $16.4m 0.04% Added +50.4k +50,355
6 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 348,584348.6k $15.1m $15.1m 0.03% Added +47.5k +47,471
7 Bouchey Financial Group, Ltd. 1.35% of their portfolio TROY, NY 343,670343.7k $14.9m $14.9m 1.35% Added +7.5k +7,457
8 STEPHENS INC /AR/ 0.20% of their portfolio LITTLE ROCK, AR 316,829316.8k $13.8m $13.8m 0.20% Added +250.8k +250,763
9 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 264,335264.3k $11.5m $11.5m 0.00% Reduced -101.1k -101,104
10 Janney Montgomery Scott LLC 0.02% of their portfolio PHILADELPHIA, PA 185,640185.6k $8.1m $8.1m 0.02% Reduced -423 -423
11 CreativeOne Wealth, LLC 0.24% of their portfolio OVERLAND PARK, KS 183,673183.7k $8.0m $8.0m 0.24% Added +39.9k +39,924
12 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 168,789168.8k $7.3m $7.3m 0.02% Added +6.1k +6,080
13 MGO ONE SEVEN LLC 0.28% of their portfolio Beachwood, OH 164,475164.5k $7.1m $7.1m 0.28% Added +2.0k +2,009
14 Schulz Wealth, LTD. 5.21% of their portfolio MANSFIELD, TX 157,491157.5k $6.8m $6.8m 5.21% Reduced -1.5k -1,473
15 ASSETMARK, INC 0.02% of their portfolio CONCORD, CA 149,431149.4k $6.5m $6.5m 0.02% Added +41.6k +41,646
16 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 135,928135.9k $5.9m $5.9m 0.02% Reduced -23.6k -23,564
17 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 131,159131.2k $5.7m $5.7m 0.01% Reduced -17.9k -17,944
18 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 126,706126.7k $5.5m $5.5m 0.00% Reduced -438.5k -438,506
19 Heck Capital Advisors, LLC 0.56% of their portfolio Rhinelander, WI 113,726113.7k $4.9m $4.9m 0.56% Reduced -352 -352
20 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 107,881107.9k $4.7m $4.7m 0.02% Added +19.5k +19,467
21 NovaPoint Capital, LLC 1.36% of their portfolio ATLANTA, GA 102,000102.0k $4.4m $4.4m 1.36% New
22 Bison Wealth, LLC 0.40% of their portfolio ATLANTA, GA 98,13098.1k $4.3m $4.3m 0.40% Added +16.4k +16,381
23 Arkadios Wealth Advisors 0.14% of their portfolio ATLANTA, GA 85,92985.9k $3.7m $3.7m 0.14% Added +8.4k +8,405
24 NOVEM GROUP 0.51% of their portfolio Rochester, NY 83,01083.0k $3.6m $3.6m 0.51% Reduced -3.6k -3,600
25 REAP Financial Group, LLC 0.86% of their portfolio AUSTIN, TX 79,83579.8k $3.5m $3.5m 0.86% Added +18.9k +18,885
26 Keystone Wealth Services, LLC 0.77% of their portfolio PALM DESERT, CA 65,77265.8k $2.9m $2.9m 0.77% Reduced -14.9k -14,915
27 Harvest Investment Services, LLC 0.68% of their portfolio Oakbrook Terrace, IL 56,04056.0k $2.4m $2.4m 0.68% Added +4.2k +4,163
28 Faithward Advisors, LLC 0.41% of their portfolio LANCASTER, PA 54,39654.4k $2.4m $2.4m 0.41% Added +25.0k +25,049
29 AE Wealth Management LLC 0.02% of their portfolio TOPEKA, KS 51,47051.5k $2.2m $2.2m 0.02% Reduced -2.2k -2,185
30 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 47,72747.7k $2.1m $2.1m 0.01% Added +20.5k +20,512
31 Ignite Planners, LLC 0.40% of their portfolio SAN CLEMENTE, CA 47,10247.1k $2.0m $2.0m 0.40% Added +17.3k +17,322
32 Sigma Planning Corp 0.06% of their portfolio ANN ARBOR, MI 45,84445.8k $2.0m $2.0m 0.06% Reduced -10.9k -10,869
33 LEIGH BALDWIN & CO., LLC 1.59% of their portfolio CAZENOVIA, NY 45,47045.5k $2.0m $2.0m 1.59% New
34 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 36,56736.6k $1.6m $1.6m 0.01% Reduced -2.0k -2,000
35 McKinley Carter Wealth Services, Inc. 0.09% of their portfolio WHEELING, WV 34,93134.9k $1.5m $1.5m 0.09% Unchanged
36 Atria Investments, Inc 0.02% of their portfolio Charlotte, NC 33,86233.9k $1.5m $1.5m 0.02% Added +15.1k +15,119
37 OLD MISSION CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 31,69431.7k $1.4m $1.4m 0.03% Added +27.1k +27,073
38 HARBOUR INVESTMENTS, INC. 0.04% of their portfolio MADISON, WI 31,66531.7k $1.4m $1.4m 0.04% Reduced -1.0k -1,024
39 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 31,52431.5k $1.4m $1.4m 0.00% Added +876 +876
40 Integrity Financial Corp /WA 0.77% of their portfolio JACKSON, WY 31,37831.4k $1.4m $1.4m 0.77% Added +7.7k +7,724
41 Tanglewood Legacy Advisors, LLC 0.58% of their portfolio HOUSTON, TX 30,70330.7k $1.3m $1.3m 0.58% Reduced -1.8k -1,775
42 Ameritas Advisory Services, LLC 0.05% of their portfolio Lincoln, NE 30,28930.3k $1.3m $1.3m 0.05% Added +6.9k +6,918
43 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 29,59429.6k $1.3m $1.3m 0.01% Reduced -150 -150
44 FWG Investments, LLC. 1.51% of their portfolio LEXINGTON, KY 29,55529.6k $1.3m $1.3m 1.51% Added +9.7k +9,740
45 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 28,51828.5k $1.2m $1.2m 0.01% Reduced -1.3k -1,329
46 Bullseye Investment Management, LLC 0.67% of their portfolio CINCINNATI, OH 25,36725.4k $1.1m $1.1m 0.67% Added +3.4k +3,363
47 FORTRESS PRIVATE LEDGER, LLC 0.59% of their portfolio RALEIGH, NC 24,45324.5k $1.1m $1.1m 0.59% Reduced -431 -431
48 1776 Wealth LLC 0.46% of their portfolio ATLANTA, GA 23,25723.3k $1.0m $1.0m 0.46% Added +1.7k +1,700
49 Grantvest Financial Group LLC 0.82% of their portfolio MATAWAN, NJ 23,17923.2k $1.0m $1.0m 0.82% Reduced -883 -883
50 Valtinson Bruner Financial Planning LLC 0.32% of their portfolio NEW BRIGHTON, MN 21,87221.9k $949.3k $949.3k 0.32% Reduced -1.6k -1,637
51 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 20,09920.1k $872.4k $872.4k 0.01% Added +1.0k +1,027
52 FOUNDERS FINANCIAL SECURITIES LLC 0.07% of their portfolio TOWSON, MD 19,66119.7k $844.2k $844.2k 0.07% Added +5.5k +5,451
53 Mariner, LLC 0.00% of their portfolio Overland Park, KS 19,63919.6k $852.4k $852.4k 0.00% Reduced -1.5k -1,525
54 TFB Advisors LLC 0.24% of their portfolio OVERLAND PARK, KS 19,56519.6k $849.2k $849.2k 0.24% Added +3.8k +3,840
55 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 18,99119.0k $824.3k $824.3k 0.00% Reduced -48.1k -48,147
56 Catalina Capital Group, LLC 0.55% of their portfolio Torrance, CA 18,86118.9k $818.6k $818.6k 0.55% Unchanged
57 CENTAURUS FINANCIAL, INC. 0.05% of their portfolio ANAHEIM, CA 18,79918.8k $816.0k $816.0k 0.05% Reduced -36 -36
58 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 18,32718.3k $795.5k $795.5k 0.00% Unchanged
59 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 18,27018.3k $793.0k $793.0k 0.01% Reduced -350 -350
60 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.14% of their portfolio BLUE BELL, PA 17,43617.4k $756.8k $756.8k 0.14% Reduced -26 -26
61 BlueChip Wealth Advisors LLC 0.35% of their portfolio Milton, GA 16,64016.6k $722.2k $722.2k 0.35% Unchanged
62 DHJJ Financial Advisors, Ltd. 0.29% of their portfolio NAPERVILLE, IL 16,34116.3k $709.3k $709.3k 0.29% Reduced -325 -325
63 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 13,66213.7k $593.0k $593.0k 0.00% Reduced -7.7k -7,692
64 Strategic Blueprint, LLC 0.03% of their portfolio ATLANTA, GA 13,30113.3k $577.3k $577.3k 0.03% New
65 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 13,28213.3k $576.5k $576.5k 0.01% New
66 CoreCap Advisors, LLC 0.02% of their portfolio SOUTHFIELD, MI 12,98913.0k $563.8k $563.8k 0.02% Added +1.1k +1,051
67 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 12,67712.7k $550.2k $550.2k 0.01% Added +234 +234
68 KINGSWOOD WEALTH ADVISORS, LLC 0.05% of their portfolio SAN DIEGO, CA 11,84811.8k $515.4k $515.4k 0.05% Reduced -7.8k -7,800
69 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 11,65711.7k $506.0k $506.0k 0.00% Reduced -6.6k -6,562
70 WORLD EQUITY GROUP, INC. 0.14% of their portfolio SCHAUMBURG, IL 11,46811.5k $497.8k $497.8k 0.14% New
71 FLAGSTAR SECURITIES, INC 0.13% of their portfolio New York, NY 11,35311.4k $492.8k $492.8k 0.13% Reduced -961 -961
72 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 11,26011.3k $488.7k $488.7k 0.01% Added +2.7k +2,690
73 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 11,18311.2k $485.4k $485.4k 0.00% Added +55 +55
74 TOWNSQUARE CAPITAL LLC 0.01% of their portfolio Lehi, UT 11,13611.1k $483.3k $483.3k 0.01% Added +1.2k +1,204
75 Clear Creek Financial Management, LLC 0.05% of their portfolio SILVERDALE, WA 10,89110.9k $472.7k $472.7k 0.05% Added +2.6k +2,600
76 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 10,78510.8k $468.1k $468.1k 0.00% Added +4.0k +4,000
77 ARBOR CAPITAL MANAGEMENT INC /ADV 0.44% of their portfolio ANCHORAGE, AK 10,48710.5k $456.4k $456.4k 0.44% Added +127 +127
78 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 10,09610.1k $438.2k $438.2k 0.01% Added +544 +544
79 Gallagher Fiduciary Advisors, LLC 0.01% of their portfolio ROLLING MEADOWS, IL 9,97710.0k $433.0k $433.0k 0.01% Added +5.3k +5,271
80 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.00% of their portfolio IRVING, TX 9,7659.8k $423.8k $423.8k 0.00% Added +4.3k +4,265
81 Pitti Group Wealth Management, LLC 0.43% of their portfolio VICTOR, NY 9,7249.7k $422.1k $422.1k 0.43% Reduced -800 -800
82 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 9,6769.7k $420.0k $420.0k 0.00% Added +450 +450
83 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 9,6009.6k $416.7k $416.7k 0.00% New
84 PKS Advisory Services, LLC 0.11% of their portfolio ALBANY, NY 9,1639.2k $397.7k $397.7k 0.11% Reduced -458 -458
85 VestGen Investment Management 0.30% of their portfolio EGG HARBOR TOWNSHIP, NJ 9,1319.1k $396.3k $396.3k 0.30% Reduced -16 -16
86 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 9,0849.1k $395.3k $395.3k 0.01% New
87 Fragasso Financial Advisors Inc 0.03% of their portfolio SEWICKLEY, PA 8,9659.0k $389.1k $389.1k 0.03% Added +2.9k +2,851
88 Summit Financial Wealth Advisors, LLC 0.08% of their portfolio Lafayette, LA 8,9529.0k $388.6k $388.6k 0.08% Unchanged
89 FSB PREMIER WEALTH MANAGEMENT, INC. 0.15% of their portfolio WATERLOO, IA 8,6808.7k $376.7k $376.7k 0.15% Added +2.2k +2,195
90 Sowell Financial Services LLC 0.02% of their portfolio NORTH LITTLE ROCK, AR 8,6528.7k $375.5k $375.5k 0.02% New
91 McCarthy & Cox 0.16% of their portfolio MARYSVILLE, OH 8,6148.6k $373.9k $373.9k 0.16% Reduced -19.8k -19,754
92 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 8,2648.3k $359.0k $359.0k 0.01% Reduced -98 -98
93 Apollon Wealth Management, LLC 0.01% of their portfolio MOUNT PLEASANT, SC 8,2228.2k $356.9k $356.9k 0.01% Added +2.2k +2,225
94 SWMG, LLC 0.14% of their portfolio FORT WORTH, TX 8,1138.1k $348.5k $348.5k 0.14% Unchanged
95 SOA Wealth Advisors, LLC. 0.07% of their portfolio NEW YORK, NY 8,0688.1k $350.2k $350.2k 0.07% Added +2.0k +2,046
96 ORG Partners LLC 0.08% of their portfolio ROANOKE, IN 7,9277.9k $345.0k $345.0k 0.08% New
97 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.01% of their portfolio LOS ANGELES, CA 7,9027.9k $343.0k $343.0k 0.01% Unchanged
98 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 7,8157.8k $335.7k $335.7k 0.01% Reduced -2.3k -2,260
99 Paragon Capital Management Ltd 0.07% of their portfolio DENVER, CO 7,7287.7k $335.4k $335.4k 0.07% Reduced -423 -423
100 Share Andrew L. 0.24% of their portfolio MANCHESTER, NH 7,6507.7k $332.0k $332.0k 0.24% Unchanged