Vault-13

FIRST TR EXCHNG TRADED FD VI SEPM

FT VEST US EQUTY · ETP · CUSIP 33740U554

30 institutional holders -3 vs Q3 2025
494,851494.9k shares reported held*
$15.7mreported value*
5 new 10 added 5 reduced 4 sold out net bought ≈ $3.0m (+94.2k 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 ≈ $31.81.

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

02040Q3 24: 14Q4 24: 27Q1 25: 26Q2 25: 32Q3 25: 33Q4 25: 3030Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25
Numbers
QuarterHolders
Q3 202414
Q4 202427
Q1 202526
Q2 202532
Q3 202533
Q4 202530

Buyers vs sellers

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

Bought or addedCut or sold out
20020Q4 24: 19 bought or addedQ4 24: 2 cut or sold outQ4 24Q1 25: 8 bought or addedQ1 25: 12 cut or sold outQ1 25Q2 25: 8 bought or addedQ2 25: 10 cut or sold outQ2 25Q3 25: 19 bought or addedQ3 25: 14 cut or sold outQ3 25Q4 25: 15 bought or addedQ4 25: 9 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q4 2024192
Q1 2025812
Q2 2025810
Q3 20251914
Q4 2025159

Biggest buyers

PARK AVENUE SECURITIES LLC New +25,445+25.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +18,617+18.6k
HBW ADVISORY SERVICES LLC Added +18,347+18.3k
IMC-Chicago, LLC New +15,046+15.0k
Mariner, LLC Added +12,770+12.8k
Waverly Advisors, LLC New +11,632+11.6k
IFP Advisors, Inc New +10,180+10.2k
Foundations Investment Advisors, LLC New +9,243+9.2k
Kestra Advisory Services, LLC Added +5,174+5.2k
Ashton Thomas Private Wealth, LLC Added +5,078+5.1k

Biggest sellers

CITADEL ADVISORS LLC Sold out -11,792-11.8k
JANE STREET GROUP, LLC Sold out -11,369-11.4k
Ameritas Advisory Services, LLC Sold out -6,280-6.3k
Cetera Investment Advisers Reduced -5,304-5.3k
HARBOUR INVESTMENTS, INC. Reduced -4,650-4.7k
Advisory Services Network, LLC Sold out -3,595-3.6k
BARCLAYS PLC Reduced -2,802-2.8k
Americana Partners, LLC Reduced -578-578
Encompass More Asset Management Reduced -15-15

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 +3.0 pts · filed 2026-10-19 17.6% +3.0 pts 175.8k≈ $5.8m 2026-10-19

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 53,67253.7k $1.7m $1.7m 0.00% Added +4.7k +4,655
2 Encompass More Asset Management 0.30% of their portfolio Danville, CA 50,84950.8k $1.6m $1.6m 0.30% Reduced -15 -15
3 ASHTON THOMAS SECURITIES, LLC 0.25% of their portfolio ROCHESTER, NY 40,99241.0k $1.3m $1.3m 0.25% Added +3.6k +3,642
4 Ashton Thomas Private Wealth, LLC 0.02% of their portfolio SCOTTSDALE, AZ 31,23831.2k $993.6k $993.6k 0.02% Added +5.1k +5,078
5 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 26,79226.8k $852.1k $852.1k 0.00% Reduced -5.3k -5,304
6 HBW ADVISORY SERVICES LLC 0.09% of their portfolio SIMI VALLEY, CA 25,58925.6k $813.9k $813.9k 0.09% Added +18.3k +18,347
7 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 25,44525.4k $809.0k $809.0k 0.01% New
8 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 25,24425.2k $802.9k $802.9k 0.00% Added +18.6k +18,617
9 Americana Partners, LLC 0.02% of their portfolio Houston, TX 21,20721.2k $674.5k $674.5k 0.02% Reduced -578 -578
10 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 20,23520.2k $643.6k $643.6k 0.00% Added +5.2k +5,174
11 Mariner, LLC 0.00% of their portfolio Overland Park, KS 19,84219.8k $631.1k $631.1k 0.00% Added +12.8k +12,770
12 IMC-Chicago, LLC 0.01% of their portfolio CHICAGO, IL 15,04615.0k $478.6k $478.6k 0.01% New
13 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 13,53013.5k $430.0k $430.0k 0.00% Added +70 +70
14 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 12,80712.8k $407.3k $407.3k 0.00% Added +13 +13
15 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 12,77012.8k $406.2k $406.2k 0.00% Added +663 +663
16 LVZ, Inc. 0.04% of their portfolio Holland, MI 11,79911.8k $375.3k $375.3k 0.04% Unchanged
17 Waverly Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 11,63211.6k $370.0k $370.0k 0.00% New
18 NOVEM GROUP 0.04% of their portfolio Rochester, NY 10,99511.0k $349.7k $349.7k 0.04% Unchanged
19 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 10,18010.2k $323.8k $323.8k 0.01% New
20 Foundations Investment Advisors, LLC 0.00% of their portfolio PHOENIX, AZ 9,2439.2k $294.0k $294.0k 0.00% New
21 Anfield Capital Management, LLC 0.08% of their portfolio IRVINE, CA 8,3368.3k $265.1k $265.1k 0.08% Unchanged
22 Gallagher Fiduciary Advisors, LLC 0.01% of their portfolio ROLLING MEADOWS, IL 8,0158.0k $254.9k $254.9k 0.01% Unchanged
23 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 7,6657.7k $243.8k $243.8k 0.00% Unchanged
24 Mutual Advisors, LLC 0.00% of their portfolio OMAHA, NE 7,0927.1k $225.6k $225.6k 0.00% Unchanged
25 Main Street Financial Solutions, LLC 0.02% of their portfolio NEWTOWN, PA 6,5986.6k $209.9k $209.9k 0.02% Unchanged
26 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 3,1073.1k $99.0k $99.0k 0.00% Unchanged
27 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 1,9121.9k $60.8k $60.8k 0.00% Reduced -2.8k -2,802
28 Noble Wealth Management PBC 0.02% of their portfolio GREENWOOD VILLAGE, CO 1,5001.5k $47.7k $47.7k 0.02% Unchanged
29 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 1,3501.4k $42.9k $42.9k 0.00% Reduced -4.7k -4,650
30 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 169169 $5.4k $5.4k 0.00% Unchanged