Vault-13

FIRST TR EXCHNG TRADED FD VI FDEC

FT VEST UQ EQT · ETP · CUSIP 33740U505

140 institutional holders -4 vs Q1 2025
6,807,2876.8m shares reported held*
$317.5mreported value*
10 new 36 added 56 reduced 15 sold out net sold ≈ $9.0m (-192.1k 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 ≈ $46.65.

Trends to Q2 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: 144Q2 25: 140140Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025140

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 24Q1 25: 70 bought or addedQ1 25: 57 cut or sold outQ2 25: 46 bought or addedQ2 25: 71 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023452
Q4 20238716
Q1 20245549
Q2 20245250
Q3 20242484
Q4 20247242
Q1 20257057
Q2 20254671

Biggest buyers

Grant Private Wealth Management Inc New +604,354+604.4k
ASSETMARK, INC Added +48,877+48.9k
ENVESTNET ASSET MANAGEMENT INC Added +34,308+34.3k
Sigma Planning Corp Added +33,723+33.7k
ROYAL BANK OF CANADA Added +30,706+30.7k
LPL Financial LLC Added +29,820+29.8k
Cetera Investment Advisers Added +23,488+23.5k
Foundations Investment Advisors, LLC New +19,710+19.7k
Atria Investments, Inc Added +12,309+12.3k
Rockefeller Capital Management L.P. Added +12,049+12.0k

Biggest sellers

Bouchey Financial Group, Ltd. Sold out -343,670-343.7k
STEPHENS INC /AR/ Reduced -176,381-176.4k
OSAIC HOLDINGS, INC. Reduced -144,487-144.5k
Heck Capital Advisors, LLC Sold out -113,726-113.7k
Cambridge Investment Research Advisors, Inc. Reduced -64,990-65.0k
OLD MISSION CAPITAL LLC Sold out -31,694-31.7k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -30,912-30.9k
TRUIST FINANCIAL CORP Reduced -29,645-29.6k
AE Wealth Management LLC Reduced -19,395-19.4k
JANE STREET GROUP, LLC Reduced -12,765-12.8k

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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 719,210719.2k $33.6m $33.6m 0.01% Added +34.3k +34,308
2 Grant Private Wealth Management Inc 15.99% of their portfolio PLEASANTON, CA 604,354604.4k $28.2m $28.2m 15.99% New
3 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 493,839493.8k $23.0m $23.0m 0.03% Reduced -30.9k -30,912
4 CWM, LLC 0.06% of their portfolio OMAHA, NE 378,866378.9k $17.7m $17.7m 0.06% Reduced -2.1k -2,056
5 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 372,072372.1k $17.4m $17.4m 0.03% Added +23.5k +23,488
6 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 254,133254.1k $11.9m $11.9m 0.00% Reduced -10.2k -10,202
7 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 233,312233.3k $10.8m $10.8m 0.02% Reduced -144.5k -144,487
8 ASSETMARK, INC 0.02% of their portfolio CONCORD, CA 198,308198.3k $9.3m $9.3m 0.02% Added +48.9k +48,877
9 CreativeOne Wealth, LLC 0.22% of their portfolio OVERLAND PARK, KS 180,625180.6k $8.4m $8.4m 0.22% Reduced -3.0k -3,048
10 Janney Montgomery Scott LLC 0.02% of their portfolio PHILADELPHIA, PA 176,243176.2k $8.2m $8.2m 0.02% Reduced -9.4k -9,397
11 MGO ONE SEVEN LLC 0.26% of their portfolio Beachwood, OH 170,614170.6k $8.0m $8.0m 0.26% Added +6.1k +6,139
12 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 156,526156.5k $7.3m $7.3m 0.00% Added +29.8k +29,820
13 Schulz Wealth, LTD. 5.36% of their portfolio MANSFIELD, TX 153,514153.5k $7.2m $7.2m 5.36% Reduced -4.0k -3,977
14 STEPHENS INC /AR/ 0.09% of their portfolio LITTLE ROCK, AR 140,448140.4k $6.6m $6.6m 0.09% Reduced -176.4k -176,381
15 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 125,454125.5k $5.9m $5.9m 0.02% Reduced -10.5k -10,474
16 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 114,233114.2k $5.3m $5.3m 0.03% Added +6.4k +6,352
17 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 103,799103.8k $4.8m $4.8m 0.01% Reduced -65.0k -64,990
18 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 101,514101.5k $4.7m $4.7m 0.01% Reduced -29.6k -29,645
19 NovaPoint Capital, LLC 1.42% of their portfolio ATLANTA, GA 99,09199.1k $4.6m $4.6m 1.42% Reduced -2.9k -2,909
20 Bison Wealth, LLC 0.35% of their portfolio ATLANTA, GA 95,54195.5k $4.5m $4.5m 0.35% Reduced -2.6k -2,589
21 NOVEM GROUP 0.48% of their portfolio Rochester, NY 80,93580.9k $3.8m $3.8m 0.48% Reduced -2.1k -2,075
22 Sigma Planning Corp 0.11% of their portfolio ANN ARBOR, MI 79,56779.6k $3.7m $3.7m 0.11% Added +33.7k +33,723
23 REAP Financial Group, LLC 0.83% of their portfolio AUSTIN, TX 75,60175.6k $3.5m $3.5m 0.83% Reduced -4.2k -4,234
24 Arkadios Wealth Advisors 0.10% of their portfolio ATLANTA, GA 73,56173.6k $3.4m $3.4m 0.10% Reduced -12.4k -12,368
25 Keystone Wealth Services, LLC 0.75% of their portfolio PALM DESERT, CA 66,67266.7k $3.1m $3.1m 0.75% Added +900 +900
26 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 62,23062.2k $2.9m $2.9m 0.00% Added +30.7k +30,706
27 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 59,77659.8k $2.8m $2.8m 0.00% Added +12.0k +12,049
28 Faithward Advisors, LLC 0.39% of their portfolio LANCASTER, PA 54,28254.3k $2.5m $2.5m 0.39% Reduced -114 -114
29 Harvest Investment Services, LLC 0.55% of their portfolio Oakbrook Terrace, IL 52,64552.6k $2.5m $2.5m 0.55% Reduced -3.4k -3,395
30 Ignite Planners, LLC 0.43% of their portfolio SAN CLEMENTE, CA 52,41152.4k $2.5m $2.5m 0.43% Added +5.3k +5,309
31 LEIGH BALDWIN & CO., LLC 1.44% of their portfolio CAZENOVIA, NY 46,81846.8k $2.2m $2.2m 1.44% Added +1.3k +1,348
32 Atria Investments, Inc 0.03% of their portfolio Charlotte, NC 46,17146.2k $2.2m $2.2m 0.03% Added +12.3k +12,309
33 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 35,95836.0k $1.7m $1.7m 0.01% Reduced -609 -609
34 HARBOUR INVESTMENTS, INC. 0.04% of their portfolio MADISON, WI 35,93735.9k $1.7m $1.7m 0.04% Added +4.3k +4,272
35 McKinley Carter Wealth Services, Inc. 0.09% of their portfolio WHEELING, WV 34,93134.9k $1.6m $1.6m 0.09% Unchanged
36 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 32,29432.3k $1.5m $1.5m 0.01% Added +2.7k +2,700
37 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 32,07532.1k $1.5m $1.5m 0.01% Reduced -19.4k -19,395
38 Integrity Financial Corp /WA 0.74% of their portfolio JACKSON, WY 31,25031.2k $1.5m $1.5m 0.74% Reduced -128 -128
39 Tanglewood Legacy Advisors, LLC 0.59% of their portfolio HOUSTON, TX 30,70330.7k $1.4m $1.4m 0.59% Unchanged
40 FWG Investments, LLC. 1.02% of their portfolio LEXINGTON, KY 28,61428.6k $1.3m $1.3m 1.02% Reduced -941 -941
41 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 27,36727.4k $1.3m $1.3m 0.01% Reduced -1.2k -1,151
42 Bullseye Investment Management, LLC 0.67% of their portfolio CINCINNATI, OH 25,36725.4k $1.1m $1.1m 0.67% Unchanged
43 FORTRESS PRIVATE LEDGER, LLC 0.50% of their portfolio RALEIGH, NC 23,67023.7k $1.1m $1.1m 0.50% Reduced -783 -783
44 1776 Wealth LLC 0.45% of their portfolio ATLANTA, GA 23,25723.3k $1.1m $1.1m 0.45% Unchanged
45 Valtinson Bruner Financial Planning LLC 0.34% of their portfolio NEW BRIGHTON, MN 22,88322.9k $1.1m $1.1m 0.34% Added +1.0k +1,011
46 Ameritas Advisory Services, LLC 0.05% of their portfolio Lincoln, NE 22,51922.5k $1.1m $1.1m 0.05% Reduced -7.8k -7,770
47 Grantvest Financial Group LLC 0.76% of their portfolio MATAWAN, NJ 21,97822.0k $1.0m $1.0m 0.76% Reduced -1.2k -1,201
48 FOUNDERS FINANCIAL SECURITIES LLC 0.08% of their portfolio TOWSON, MD 21,22021.2k $990.3k $990.3k 0.08% Added +1.6k +1,559
49 BlueChip Wealth Advisors LLC 0.42% of their portfolio Milton, GA 20,00020.0k $933.3k $933.3k 0.42% Added +3.4k +3,360
50 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 19,92019.9k $929.6k $929.6k 0.01% Reduced -179 -179
51 Foundations Investment Advisors, LLC 0.01% of their portfolio PHOENIX, AZ 19,71019.7k $919.8k $919.8k 0.01% New
52 Mariner, LLC 0.00% of their portfolio Overland Park, KS 18,88918.9k $881.5k $881.5k 0.00% Reduced -750 -750
53 Catalina Capital Group, LLC 0.59% of their portfolio Torrance, CA 18,86118.9k $880.2k $880.2k 0.59% Unchanged
54 CENTAURUS FINANCIAL, INC. 0.05% of their portfolio ANAHEIM, CA 18,63818.6k $870.0k $870.0k 0.05% Reduced -161 -161
55 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 18,32718.3k $855.3k $855.3k 0.00% Unchanged
56 RFG Advisory, LLC 0.02% of their portfolio BIRMINGHAM, AL 17,22817.2k $804.0k $804.0k 0.02% Added +11.7k +11,704
57 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.13% of their portfolio BLUE BELL, PA 17,17117.2k $801.3k $801.3k 0.13% Reduced -265 -265
58 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 17,00017.0k $793.3k $793.3k 0.01% Reduced -1.3k -1,270
59 TFB Advisors LLC 0.20% of their portfolio OVERLAND PARK, KS 16,64916.6k $777.0k $777.0k 0.20% Reduced -2.9k -2,916
60 Strategic Blueprint, LLC 0.04% of their portfolio ATLANTA, GA 16,41216.4k $765.9k $765.9k 0.04% Added +3.1k +3,111
61 DHJJ Financial Advisors, Ltd. 0.27% of their portfolio NAPERVILLE, IL 16,09116.1k $750.9k $750.9k 0.27% Reduced -250 -250
62 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 15,71915.7k $733.5k $733.5k 0.01% Added +6.6k +6,635
63 Gallagher Fiduciary Advisors, LLC 0.03% of their portfolio ROLLING MEADOWS, IL 14,61314.6k $681.9k $681.9k 0.03% Added +4.6k +4,636
64 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 14,42314.4k $673.1k $673.1k 0.01% Added +1.1k +1,141
65 CoreCap Advisors, LLC 0.03% of their portfolio SOUTHFIELD, MI 13,88513.9k $648.0k $648.0k 0.03% Added +896 +896
66 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 12,94512.9k $604.1k $604.1k 0.01% Added +268 +268
67 VestGen Investment Management 0.43% of their portfolio EGG HARBOR TOWNSHIP, NJ 12,75912.8k $595.4k $595.4k 0.43% Added +3.6k +3,628
68 UBS Group AG 0.00% of their portfolio ZURICH, V8 12,17212.2k $568.0k $568.0k 0.00% Added +11.7k +11,676
69 WORLD EQUITY GROUP, INC. 0.15% of their portfolio SCHAUMBURG, IL 11,94311.9k $557.3k $557.3k 0.15% Added +475 +475
70 Clear Creek Financial Management, LLC 0.05% of their portfolio SILVERDALE, WA 10,89110.9k $508.2k $508.2k 0.05% Unchanged
71 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 10,59310.6k $494.3k $494.3k 0.00% Reduced -590 -590
72 KINGSWOOD WEALTH ADVISORS, LLC 0.04% of their portfolio SAN DIEGO, CA 10,54810.5k $492.2k $492.2k 0.04% Reduced -1.3k -1,300
73 ARBOR CAPITAL MANAGEMENT INC /ADV 0.41% of their portfolio ANCHORAGE, AK 10,04610.0k $474.9k $474.9k 0.41% Reduced -441 -441
74 Pitti Group Wealth Management, LLC 0.39% of their portfolio VICTOR, NY 9,7209.7k $453.6k $453.6k 0.39% Reduced -4 -4
75 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 9,6769.7k $451.5k $451.5k 0.00% Unchanged
76 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 9,6009.6k $448.0k $448.0k 0.00% Unchanged
77 PKS Advisory Services, LLC 0.10% of their portfolio ALBANY, NY 9,0939.1k $424.4k $424.4k 0.10% Reduced -70 -70
78 Summit Financial Wealth Advisors, LLC 0.07% of their portfolio Lafayette, LA 8,9529.0k $417.8k $417.8k 0.07% Unchanged
79 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 8,8418.8k $415.5k $415.5k 0.00% Reduced -1.9k -1,944
80 Apollon Wealth Management, LLC 0.01% of their portfolio MOUNT PLEASANT, SC 8,6878.7k $405.4k $405.4k 0.01% Added +465 +465
81 McCarthy & Cox 0.11% of their portfolio MARYSVILLE, OH 8,6148.6k $402.0k $402.0k 0.11% Unchanged
82 Sowell Financial Services LLC 0.02% of their portfolio NORTH LITTLE ROCK, AR 8,3988.4k $391.9k $391.9k 0.02% Reduced -254 -254
83 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 8,2648.3k $386.0k $386.0k 0.01% Unchanged
84 SWMG, LLC 0.13% of their portfolio FORT WORTH, TX 8,1118.1k $386.1k $386.1k 0.13% Reduced -2 -2
85 SOA Wealth Advisors, LLC. 0.07% of their portfolio NEW YORK, NY 8,0688.1k $376.5k $376.5k 0.07% Unchanged
86 Sunbelt Securities, Inc. 0.03% of their portfolio HOUSTON, TX 8,0328.0k $358.0k $358.0k 0.03% Added +509 +509
87 ORG Partners LLC 0.08% of their portfolio ROANOKE, IN 7,9277.9k $369.5k $369.5k 0.08% Unchanged
88 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.01% of their portfolio LOS ANGELES, CA 7,9027.9k $368.8k $368.8k 0.01% Unchanged
89 FSB PREMIER WEALTH MANAGEMENT, INC. 0.13% of their portfolio WATERLOO, IA 7,8577.9k $366.7k $366.7k 0.13% Reduced -823 -823
90 Share Andrew L. 0.25% of their portfolio MANCHESTER, NH 7,6507.7k $357.0k $357.0k 0.25% Unchanged
91 Savvy Advisors, Inc. 0.02% of their portfolio NEW YORK, NY 7,5877.6k $354.1k $354.1k 0.02% Unchanged
92 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 7,5557.6k $352.6k $352.6k 0.01% Added +607 +607
93 Main Street Financial Solutions, LLC 0.03% of their portfolio NEWTOWN, PA 7,4187.4k $346.2k $346.2k 0.03% Unchanged
94 Paragon Capital Management Ltd 0.06% of their portfolio DENVER, CO 7,3017.3k $340.7k $340.7k 0.06% Reduced -427 -427
95 Capasso Planning Partners LLC 0.19% of their portfolio CHARLESTON, SC 7,2207.2k $336.9k $336.9k 0.19% Reduced -29 -29
96 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 7,1547.2k $340.7k $340.7k 0.01% Reduced -661 -661
97 FLAGSTAR SECURITIES, INC 0.09% of their portfolio New York, NY 7,0237.0k $327.7k $327.7k 0.09% Reduced -4.3k -4,330
98 WOLVERINE TRADING, LLC 0.01% of their portfolio CHICAGO, IL 6,8706.9k $319.2k $319.2k 0.01% New
99 Avidian Wealth Enterprises, LLC 0.01% of their portfolio Houston, TX 6,5986.6k $307.9k $307.9k 0.01% Unchanged
100 Snowden Capital Advisors LLC 0.01% of their portfolio New York, NY 6,5856.6k $307.3k $307.3k 0.01% Unchanged