Vault-13

FIRST TR EXCHNG TRADED FD VI FDEC

FT VEST UQ EQT · ETP · CUSIP 33740U505

138 institutional holders -2 vs Q2 2025
6,395,0646.4m shares reported held*
$315.0mreported value*
13 new 24 added 65 reduced 15 sold out net sold ≈ $56.9m (-1.2m 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 ≈ $49.26.

Trends to Q3 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: 140Q3 25: 138138Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025138

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 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 25Q2 25: 46 bought or addedQ2 25: 71 cut or sold outQ3 25: 37 bought or addedQ3 25: 80 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20238716
Q1 20245549
Q2 20245250
Q3 20242484
Q4 20247242
Q1 20257057
Q2 20254671
Q3 20253780

Biggest buyers

RAYMOND JAMES FINANCIAL INC Added +120,506+120.5k
Atria Investments, Inc Added +80,136+80.1k
LPL Financial LLC Added +32,422+32.4k
OLD MISSION CAPITAL LLC New +31,106+31.1k
Sanctuary Advisors, LLC Added +28,316+28.3k
Kestra Advisory Services, LLC Added +26,325+26.3k
ASSETMARK, INC Added +24,687+24.7k
Farther Finance Advisors, LLC Added +20,477+20.5k
LBMC INVESTMENT ADVISORS, LLC New +16,748+16.7k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +16,659+16.7k

Biggest sellers

Grant Private Wealth Management Inc Sold out -604,354-604.4k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -268,356-268.4k
ENVESTNET ASSET MANAGEMENT INC Reduced -133,833-133.8k
CreativeOne Wealth, LLC Reduced -115,738-115.7k
Bison Wealth, LLC Sold out -95,541-95.5k
Janney Montgomery Scott LLC Reduced -67,737-67.7k
LEIGH BALDWIN & CO., LLC Sold out -46,818-46.8k
ROYAL BANK OF CANADA Reduced -33,024-33.0k
OSAIC HOLDINGS, INC. Reduced -32,366-32.4k
Rockefeller Capital Management L.P. Reduced -31,067-31.1k

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, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Griffith & Werner, Inc. 16.93% of their portfolio CANTON, GA 653,588653.6k $32.7m $32.7m 16.93% First filing
2 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 585,377585.4k $28.8m $28.8m 0.01% Reduced -133.8k -133,833
3 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 374,639374.6k $18.4m $18.4m 0.01% Added +120.5k +120,506
4 CWM, LLC 0.06% of their portfolio OMAHA, NE 372,350372.4k $18.3m $18.3m 0.06% Reduced -6.5k -6,516
5 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 365,073365.1k $18.0m $18.0m 0.02% Reduced -7.0k -6,999
6 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 225,483225.5k $11.1m $11.1m 0.01% Reduced -268.4k -268,356
7 ASSETMARK, INC 0.02% of their portfolio CONCORD, CA 222,995223.0k $11.0m $11.0m 0.02% Added +24.7k +24,687
8 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 200,946200.9k $9.8m $9.8m 0.01% Reduced -32.4k -32,366
9 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 188,948188.9k $9.3m $9.3m 0.00% Added +32.4k +32,422
10 MGO ONE SEVEN LLC 0.19% of their portfolio Beachwood, OH 169,395169.4k $8.3m $8.3m 0.19% Reduced -1.2k -1,219
11 Schulz Wealth, LTD. 4.90% of their portfolio MANSFIELD, TX 150,522150.5k $7.4m $7.4m 4.90% Reduced -3.0k -2,992
12 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 140,558140.6k $6.9m $6.9m 0.03% Added +26.3k +26,325
13 STEPHENS INC /AR/ 0.09% of their portfolio LITTLE ROCK, AR 136,915136.9k $6.7m $6.7m 0.09% Reduced -3.5k -3,533
14 Atria Investments, Inc 0.07% of their portfolio Charlotte, NC 126,307126.3k $6.2m $6.2m 0.07% Added +80.1k +80,136
15 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 116,056116.1k $5.7m $5.7m 0.02% Reduced -9.4k -9,398
16 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 108,506108.5k $5.3m $5.3m 0.01% Reduced -67.7k -67,737
17 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 98,42898.4k $4.8m $4.8m 0.01% Reduced -5.4k -5,371
18 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 97,19597.2k $4.8m $4.8m 0.01% Reduced -4.3k -4,319
19 NovaPoint Capital, LLC 1.16% of their portfolio ATLANTA, GA 96,16696.2k $4.7m $4.7m 1.16% Reduced -2.9k -2,925
20 BAM Wealth Management, LLC 3.57% of their portfolio LAKEWOOD, CO 93,60393.6k $4.6m $4.6m 3.57% First filing
21 NOVEM GROUP 0.47% of their portfolio Rochester, NY 79,94079.9k $3.9m $3.9m 0.47% Reduced -995 -995
22 Arkadios Wealth Advisors 0.09% of their portfolio ATLANTA, GA 73,86073.9k $3.6m $3.6m 0.09% Added +299 +299
23 Sigma Planning Corp 0.10% of their portfolio ANN ARBOR, MI 72,73072.7k $3.6m $3.6m 0.10% Reduced -6.8k -6,837
24 REAP Financial Group, LLC 0.76% of their portfolio AUSTIN, TX 70,86970.9k $3.5m $3.5m 0.76% Reduced -4.7k -4,732
25 CreativeOne Wealth, LLC 0.08% of their portfolio OVERLAND PARK, KS 64,88764.9k $3.2m $3.2m 0.08% Reduced -115.7k -115,738
26 Keystone Wealth Services, LLC 0.68% of their portfolio PALM DESERT, CA 62,84262.8k $3.1m $3.1m 0.68% Reduced -3.8k -3,830
27 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 55,68355.7k $2.6m $2.6m 0.01% Added +28.3k +28,316
28 Faithward Advisors, LLC 0.38% of their portfolio LANCASTER, PA 52,02952.0k $2.6m $2.6m 0.38% Reduced -2.3k -2,253
29 Ignite Planners, LLC 0.42% of their portfolio SAN CLEMENTE, CA 51,81151.8k $2.6m $2.6m 0.42% Reduced -600 -600
30 Harvest Investment Services, LLC 0.37% of their portfolio Oakbrook Terrace, IL 37,00337.0k $1.8m $1.8m 0.37% Reduced -15.6k -15,642
31 Farther Finance Advisors, LLC 0.03% of their portfolio SAN FRANCISCO, CA 36,19636.2k $1.8m $1.8m 0.03% Added +20.5k +20,477
32 McKinley Carter Wealth Services, Inc. 0.09% of their portfolio WHEELING, WV 34,93134.9k $1.7m $1.7m 0.09% Unchanged
33 HARBOUR INVESTMENTS, INC. 0.04% of their portfolio MADISON, WI 33,74133.7k $1.7m $1.7m 0.04% Reduced -2.2k -2,196
34 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 33,18333.2k $1.6m $1.6m 0.01% Reduced -2.8k -2,775
35 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 32,16332.2k $1.6m $1.6m 0.01% Added +88 +88
36 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 31,71531.7k $1.6m $1.6m 0.01% Reduced -579 -579
37 OLD MISSION CAPITAL LLC 0.05% of their portfolio CHICAGO, IL 31,10631.1k $1.5m $1.5m 0.05% New
38 Integrity Financial Corp /WA 0.73% of their portfolio JACKSON, WY 30,83830.8k $1.5m $1.5m 0.73% Reduced -412 -412
39 Tanglewood Legacy Advisors, LLC 0.58% of their portfolio HOUSTON, TX 30,67830.7k $1.5m $1.5m 0.58% Reduced -25 -25
40 FWG Investments, LLC. 1.00% of their portfolio LEXINGTON, KY 29,63129.6k $1.5m $1.5m 1.00% Added +1.0k +1,017
41 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 29,20629.2k $1.4m $1.4m 0.00% Reduced -33.0k -33,024
42 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 28,70928.7k $1.4m $1.4m 0.00% Reduced -31.1k -31,067
43 FOUNDERS FINANCIAL SECURITIES LLC 0.09% of their portfolio TOWSON, MD 25,97826.0k $1.3m $1.3m 0.09% Added +4.8k +4,758
44 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 25,50025.5k $1.3m $1.3m 0.00% Added +16.7k +16,659
45 Bullseye Investment Management, LLC 0.67% of their portfolio CINCINNATI, OH 25,36725.4k $1.1m $1.1m 0.67% Unchanged
46 1776 Wealth LLC 0.44% of their portfolio ATLANTA, GA 23,17723.2k $1.1m $1.1m 0.44% Reduced -80 -80
47 Valtinson Bruner Financial Planning LLC 0.33% of their portfolio NEW BRIGHTON, MN 22,88322.9k $1.1m $1.1m 0.33% Unchanged
48 Grantvest Financial Group LLC 0.75% of their portfolio MATAWAN, NJ 21,97822.0k $1.1m $1.1m 0.75% Unchanged
49 Strategic Blueprint, LLC 0.05% of their portfolio ATLANTA, GA 21,71621.7k $1.1m $1.1m 0.05% Added +5.3k +5,304
50 RFG Advisory, LLC 0.02% of their portfolio BIRMINGHAM, AL 20,16820.2k $993.1k $993.1k 0.02% Added +2.9k +2,940
51 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 19,88619.9k $979.2k $979.2k 0.01% Reduced -34 -34
52 Catalina Capital Group, LLC 0.57% of their portfolio Torrance, CA 18,86118.9k $928.7k $928.7k 0.57% Unchanged
53 Foundations Investment Advisors, LLC 0.01% of their portfolio PHOENIX, AZ 18,81418.8k $926.4k $926.4k 0.01% Reduced -896 -896
54 CENTAURUS FINANCIAL, INC. 0.04% of their portfolio ANAHEIM, CA 18,26018.3k $899.0k $899.0k 0.04% Reduced -378 -378
55 Mariner, LLC 0.00% of their portfolio Overland Park, KS 17,85617.9k $879.2k $879.2k 0.00% Reduced -1.0k -1,033
56 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 17,00017.0k $837.1k $837.1k 0.01% Unchanged
57 LBMC INVESTMENT ADVISORS, LLC 0.05% of their portfolio BRENTWOOD, TN 16,74816.7k $824.7k $824.7k 0.05% New
58 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.13% of their portfolio BLUE BELL, PA 16,69916.7k $822.3k $822.3k 0.13% Reduced -472 -472
59 FORTRESS PRIVATE LEDGER, LLC 0.30% of their portfolio RALEIGH, NC 16,62916.6k $818.8k $818.8k 0.30% Reduced -7.0k -7,041
60 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 16,15316.2k $795.4k $795.4k 0.00% Reduced -2.2k -2,174
61 TFB Advisors LLC 0.23% of their portfolio OVERLAND PARK, KS 16,12716.1k $791.3k $791.3k 0.23% Reduced -522 -522
62 DHJJ Financial Advisors, Ltd. 0.26% of their portfolio NAPERVILLE, IL 15,71615.7k $773.9k $773.9k 0.26% Reduced -375 -375
63 VestGen Investment Management 0.43% of their portfolio EGG HARBOR TOWNSHIP, NJ 14,67814.7k $722.7k $722.7k 0.43% Added +1.9k +1,919
64 Gallagher Fiduciary Advisors, LLC 0.03% of their portfolio ROLLING MEADOWS, IL 14,39314.4k $708.7k $708.7k 0.03% Reduced -220 -220
65 CoreCap Advisors, LLC 0.03% of their portfolio SOUTHFIELD, MI 14,32514.3k $705.4k $705.4k 0.03% Added +440 +440
66 WealthPlan Investment Management, LLC 0.05% of their portfolio OMAHA, NE 13,90313.9k $684.6k $684.6k 0.05% New
67 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 13,45513.5k $662.5k $662.5k 0.01% Reduced -968 -968
68 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 12,88912.9k $634.7k $634.7k 0.01% Reduced -56 -56
69 WORLD EQUITY GROUP, INC. 0.13% of their portfolio SCHAUMBURG, IL 11,94011.9k $587.9k $587.9k 0.13% Reduced -3 -3
70 Ameritas Advisory Services, LLC 0.04% of their portfolio Lincoln, NE 11,14011.1k $548.5k $548.5k 0.04% Reduced -11.4k -11,379
71 Clear Creek Financial Management, LLC 0.05% of their portfolio SILVERDALE, WA 10,74110.7k $528.9k $528.9k 0.05% Reduced -150 -150
72 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 10,61310.6k $522.6k $522.6k 0.00% Added +20 +20
73 Pitti Group Wealth Management, LLC 0.41% of their portfolio VICTOR, NY 9,7209.7k $478.6k $478.6k 0.41% Unchanged
74 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 9,6769.7k $476.4k $476.4k 0.00% Unchanged
75 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 9,6009.6k $472.7k $472.7k 0.00% Unchanged
76 Signal Advisors Wealth, LLC 0.04% of their portfolio DETROIT, MI 9,4559.5k $465.6k $465.6k 0.04% Added +4.9k +4,944
77 ARBOR CAPITAL MANAGEMENT INC /ADV 0.36% of their portfolio ANCHORAGE, AK 9,1609.2k $451.5k $451.5k 0.36% Reduced -886 -886
78 KINGSWOOD WEALTH ADVISORS, LLC 0.03% of their portfolio SAN DIEGO, CA 9,0489.0k $445.5k $445.5k 0.03% Reduced -1.5k -1,500
79 Summit Financial Wealth Advisors, LLC 0.07% of their portfolio Lafayette, LA 8,9529.0k $441.7k $441.7k 0.07% Unchanged
80 Sunbelt Securities, Inc. 0.03% of their portfolio HOUSTON, TX 8,6238.6k $424.6k $424.6k 0.03% Added +591 +591
81 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 8,3078.3k $409.0k $409.0k 0.01% Added +752 +752
82 Sowell Financial Services LLC 0.02% of their portfolio NORTH LITTLE ROCK, AR 8,2798.3k $407.7k $407.7k 0.02% Reduced -119 -119
83 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 8,1648.2k $402.0k $402.0k 0.01% Reduced -100 -100
84 SWMG, LLC 0.12% of their portfolio FORT WORTH, TX 8,1118.1k $401.9k $401.9k 0.12% Unchanged
85 SOA Wealth Advisors, LLC. 0.07% of their portfolio NEW YORK, NY 7,9608.0k $391.9k $391.9k 0.07% Reduced -108 -108
86 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.01% of their portfolio LOS ANGELES, CA 7,9027.9k $389.1k $389.1k 0.01% Unchanged
87 PKS Advisory Services, LLC 0.09% of their portfolio ALBANY, NY 7,8467.8k $386.3k $386.3k 0.09% Reduced -1.2k -1,247
88 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 7,8157.8k $385.0k $385.0k 0.00% Added +3.2k +3,197
89 FSB PREMIER WEALTH MANAGEMENT, INC. 0.13% of their portfolio WATERLOO, IA 7,7987.8k $384.0k $384.0k 0.13% Reduced -59 -59
90 Share Andrew L. 0.26% of their portfolio MANCHESTER, NH 7,6507.7k $376.7k $376.7k 0.26% Unchanged
91 Main Street Financial Solutions, LLC 0.02% of their portfolio NEWTOWN, PA 7,4187.4k $365.3k $365.3k 0.02% Unchanged
92 Savvy Advisors, Inc. 0.02% of their portfolio NEW YORK, NY 7,3877.4k $363.7k $363.7k 0.02% Reduced -200 -200
93 McCarthy & Cox 0.08% of their portfolio MARYSVILLE, OH 7,3347.3k $361.1k $361.1k 0.08% Reduced -1.3k -1,280
94 Grant Street Asset Management, Inc. 0.08% of their portfolio CANONSBURG, PA 7,2167.2k $355.3k $355.3k 0.08% New
95 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 7,1847.2k $356.0k $356.0k 0.01% Added +30 +30
96 GTS SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 6,8916.9k $339.3k $339.3k 0.01% New
97 Snowden Capital Advisors LLC 0.01% of their portfolio New York, NY 6,5856.6k $324.2k $324.2k 0.01% Unchanged
98 WealthPLAN Partners, LLC 0.05% of their portfolio OMAHA, NE 6,4236.4k $316.3k $316.3k 0.05% New
99 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 6,0076.0k $295.8k $295.8k 0.00% New
100 Financial Network Wealth Advisors LLC 0.32% of their portfolio MURRAY, UT 5,9005.9k $290.5k $290.5k 0.32% Unchanged