Vault-13

FIRST TR EXCHNG TRADED FD VI JUNM

VEST US EQUITY M · ETP · CUSIP 33740U588

57 institutional holders +5 vs Q1 2026
1,179,2141.2m shares reported held*
$41.4mreported value*
13 new 15 added 16 reduced 6 sold out net bought ≈ $1.6m (+47.0k 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 ≈ $35.09.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q2 24: 29Q3 24: 56Q4 24: 53Q1 25: 52Q2 25: 52Q3 25: 50Q4 25: 56Q1 26: 52Q2 26: 5757Q2 24Q4 24Q2 25Q4 25Q2 26
Numbers
QuarterHolders
Q2 202429
Q3 202456
Q4 202453
Q1 202552
Q2 202552
Q3 202550
Q4 202556
Q1 202652
Q2 202657

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 24: 53 bought or addedQ3 24: 4 cut or sold outQ4 24: 15 bought or addedQ4 24: 32 cut or sold outQ4 24Q1 25: 13 bought or addedQ1 25: 31 cut or sold outQ2 25: 22 bought or addedQ2 25: 22 cut or sold outQ2 25Q3 25: 12 bought or addedQ3 25: 28 cut or sold outQ4 25: 19 bought or addedQ4 25: 21 cut or sold outQ4 25Q1 26: 8 bought or addedQ1 26: 35 cut or sold outQ2 26: 28 bought or addedQ2 26: 22 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024534
Q4 20241532
Q1 20251331
Q2 20252222
Q3 20251228
Q4 20251921
Q1 2026835
Q2 20262822

Biggest buyers

UBS Group AG New +34,856+34.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +17,273+17.3k
Madrona Financial Services, LLC New +16,222+16.2k
WealthCare Asset Management, LLC New +12,528+12.5k
Kestra Advisory Services, LLC Added +12,383+12.4k
Cetera Investment Advisers Added +11,989+12.0k
Concurrent Investment Advisors, LLC Added +11,976+12.0k
Apollon Wealth Management, LLC New +9,974+10.0k
SILVER OAK SECURITIES, INCORPORATED New +9,507+9.5k
PKS Advisory Services, LLC New +8,690+8.7k

Biggest sellers

WEDBUSH SECURITIES INC Reduced -35,982-36.0k
OLD MISSION CAPITAL LLC Sold out -26,315-26.3k
HBW ADVISORY SERVICES LLC Reduced -19,644-19.6k
CITADEL ADVISORS LLC Sold out -17,707-17.7k
Mutual Advisors, LLC Reduced -15,567-15.6k
Orion Porfolio Solutions, LLC Sold out -11,695-11.7k
RPS ADVISORY SOLUTIONS LLC Sold out -10,780-10.8k
Prostatis Group LLC Sold out -6,009-6.0k
Atria Investments, Inc Reduced -3,802-3.8k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -2,989-3.0k

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 new · filed 2026-04-30 6.5% new 121.2k≈ $4.3m 2026-04-30

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 186,368186.4k $6.5m $6.5m 0.01% Reduced -3.0k -2,989
2 Mutual Advisors, LLC 0.12% of their portfolio OMAHA, NE 175,896175.9k $6.2m $6.2m 0.12% Reduced -15.6k -15,567
3 Cresset Asset Management, LLC 0.01% of their portfolio Chicago, IL 61,09661.1k $2.1m $2.1m 0.01% Reduced -1.6k -1,630
4 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 54,68954.7k $1.9m $1.9m 0.00% Added +6.9k +6,864
5 Gallagher Fiduciary Advisors, LLC 0.05% of their portfolio ROLLING MEADOWS, IL 42,43442.4k $1.5m $1.5m 0.05% Added +1.3k +1,349
6 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 40,38840.4k $1.4m $1.4m 0.00% Added +17.3k +17,273
7 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 39,90439.9k $1.4m $1.4m 0.00% Added +12.0k +11,989
8 UBS Group AG 0.00% of their portfolio ZURICH, V8 34,85634.9k $1.2m $1.2m 0.00% New
9 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 34,74934.7k $1.2m $1.2m 0.00% Unchanged
10 Glen Eagle Advisors, LLC 0.15% of their portfolio KINGSTON, NJ 33,21033.2k $1.2m $1.2m 0.15% Reduced -475 -475
11 Diligent Investors, LLC 0.25% of their portfolio REDLANDS, CA 32,37532.4k $1.1m $1.1m 0.25% Added +1.5k +1,475
12 Americana Partners, LLC 0.02% of their portfolio Houston, TX 30,76830.8k $1.1m $1.1m 0.02% Reduced -175 -175
13 Owen LaRue, LLC 0.33% of their portfolio ELIZABETHTOWN, KY 27,21927.2k $955.1k $955.1k 0.33% Reduced -970 -970
14 Clear Creek Financial Management, LLC 0.06% of their portfolio SILVERDALE, WA 25,90425.9k $909.0k $909.0k 0.06% Added +6.3k +6,304
15 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 22,70222.7k $796.6k $796.6k 0.00% Added +12.4k +12,383
16 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 20,84020.8k $731.3k $731.3k 0.01% Reduced -3.8k -3,802
17 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 19,46419.5k $683.0k $683.0k 0.01% Added +12.0k +11,976
18 Geneos Wealth Management Inc. 0.01% of their portfolio ENGLEWOOD, CO 18,96519.0k $665.5k $665.5k 0.01% Added +6.4k +6,370
19 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 18,53718.5k $650.5k $650.5k 0.00% Reduced -1.9k -1,944
20 Madrona Financial Services, LLC 0.10% of their portfolio EVERETT, WA 16,22216.2k $569.2k $569.2k 0.10% New
21 McKinley Carter Wealth Services, Inc. 0.03% of their portfolio WHEELING, WV 15,09815.1k $529.8k $529.8k 0.03% Unchanged
22 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 14,36814.4k $504.0k $504.0k 0.00% Reduced -1.7k -1,688
23 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 13,45013.4k $472.0k $472.0k 0.00% Added +2.3k +2,273
24 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 13,06713.1k $458.5k $458.5k 0.00% Added +2.5k +2,507
25 WealthCare Asset Management, LLC 0.18% of their portfolio SPRINGFIELD, MO 12,52812.5k $439.6k $439.6k 0.18% New
26 Mariner, LLC 0.00% of their portfolio Overland Park, KS 12,17412.2k $427.2k $427.2k 0.00% Added +793 +793
27 LANARK FINANCIAL, INC. 0.03% of their portfolio BIRMINGHAM, AL 11,44411.4k $401.6k $401.6k 0.03% Reduced -362 -362
28 Foguth Wealth Management, LLC. 0.04% of their portfolio BRIGHTON, MI 10,19910.2k $357.9k $357.9k 0.04% Unchanged
29 Apollon Wealth Management, LLC 0.00% of their portfolio MOUNT PLEASANT, SC 9,97410.0k $350.0k $350.0k 0.00% New
30 HBW ADVISORY SERVICES LLC 0.03% of their portfolio SIMI VALLEY, CA 9,9319.9k $348.5k $348.5k 0.03% Reduced -19.6k -19,644
31 SILVER OAK SECURITIES, INCORPORATED 0.02% of their portfolio JACKSON, TN 9,5079.5k $333.6k $333.6k 0.02% New
32 Macro Advisors, Inc. 0.10% of their portfolio YORK, PA 9,0639.1k $318.0k $318.0k 0.10% Unchanged
33 PKS Advisory Services, LLC 0.05% of their portfolio ALBANY, NY 8,6908.7k $304.9k $304.9k 0.05% New
34 VICTORY FINANCIAL GROUP, LLC 0.03% of their portfolio AUSTIN, TX 8,6318.6k $302.9k $302.9k 0.03% New
35 Capital Analysts, LLC 0.01% of their portfolio FORT WASHINGTON, PA 7,9958.0k $281.0k $281.0k 0.01% Unchanged
36 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 7,9798.0k $280.0k $280.0k 0.00% New
37 Buck Wealth Strategies, LLC 0.03% of their portfolio DENVER, CO 7,9307.9k $278.3k $278.3k 0.03% Added +1.7k +1,700
38 Brookstone Capital Management 0.00% of their portfolio WHEATON, IL 7,4217.4k $260.4k $260.4k 0.00% Reduced -754 -754
39 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 7,0227.0k $246.0k $246.0k 0.01% Reduced -36.0k -35,982
40 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 6,9787.0k $244.9k $244.9k 0.00% New
41 StoneX Group Inc. 0.01% of their portfolio NEW YORK, NY 6,4006.4k $224.6k $224.6k 0.01% New
42 Capital Investment Advisory Services, LLC 0.01% of their portfolio RALEIGH, NC 4,2254.2k $148.3k $148.3k 0.01% Reduced -450 -450
43 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 3,9794.0k $139.6k $139.6k 0.00% Added +428 +428
44 Integrity Financial Corp /WA 0.07% of their portfolio JACKSON, WY 3,9363.9k $138.1k $138.1k 0.07% Reduced -280 -280
45 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 3,8233.8k $134.1k $134.1k 0.00% Added +1 +1
46 Benson Wealth Management INC 0.13% of their portfolio OOLTEWAH, TN, TN 3,5703.6k $125.3k $125.3k 0.13% Unchanged
47 EVOLUTION WEALTH MANAGEMENT INC. 0.07% of their portfolio FORT MYERS, FL 3,2723.3k $114.8k $114.8k 0.07% Unchanged
48 DHJJ Financial Advisors, Ltd. 0.02% of their portfolio NAPERVILLE, IL 2,2752.3k $79.8k $79.8k 0.02% Unchanged
49 Pinnacle Wealth Planning Services, Inc. 0.01% of their portfolio MANSFIELD, OH 2,1812.2k $76.5k $76.5k 0.01% Unchanged
50 FIDUCIARY FINANCIAL ADVISORS 0.00% of their portfolio GRAND RAPIDS, MI 1,2501.2k $43.9k $43.9k 0.00% New
51 CX Institutional 0.00% of their portfolio AUBURN, IN 905905 $32.0k $32.0k 0.00% Unchanged
52 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 875875 $30.6k $30.6k 0.00% New
53 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 850850 $29.8k $29.8k 0.00% Unchanged
54 Noble Wealth Management PBC 0.01% of their portfolio GREENWOOD VILLAGE, CO 825825 $28.9k $28.9k 0.01% Reduced -875 -875
55 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 600600 $21.1k $21.1k 0.00% Unchanged
56 Financial Network Wealth Advisors LLC 0.00% of their portfolio MURRAY, UT 113113 $4.0k $4.0k 0.00% Unchanged
57 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 100100 $3.5k $3.5k 0.00% New