Vault-13

FIRST TR EXCHNG TRADED FD VI XAPR

VEST US EQU ENHA · ETP · CUSIP 33740U596

23 institutional holders +1 vs Q1 2026
568,905568.9k shares reported held*
$21.5mreported value*
5 new 9 added 5 reduced 4 sold out net bought ≈ $11.1m (+293.0k 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 ≈ $37.76.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0102030Q2 24: 13Q3 24: 19Q4 24: 24Q1 25: 19Q2 25: 26Q3 25: 27Q4 25: 27Q1 26: 22Q2 26: 2323Q2 24Q4 24Q2 25Q4 25Q2 26
Numbers
QuarterHolders
Q2 202413
Q3 202419
Q4 202424
Q1 202519
Q2 202526
Q3 202527
Q4 202527
Q1 202622
Q2 202623

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q3 24: 12 bought or addedQ3 24: 6 cut or sold outQ4 24: 13 bought or addedQ4 24: 5 cut or sold outQ4 24Q1 25: 7 bought or addedQ1 25: 14 cut or sold outQ2 25: 22 bought or addedQ2 25: 4 cut or sold outQ2 25Q3 25: 11 bought or addedQ3 25: 12 cut or sold outQ4 25: 10 bought or addedQ4 25: 16 cut or sold outQ4 25Q1 26: 4 bought or addedQ1 26: 17 cut or sold outQ2 26: 14 bought or addedQ2 26: 9 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024126
Q4 2024135
Q1 2025714
Q2 2025224
Q3 20251112
Q4 20251016
Q1 2026417
Q2 2026149

Biggest buyers

OSAIC HOLDINGS, INC. Added +76,415+76.4k
Advisory Services Network, LLC New +58,723+58.7k
Cetera Investment Advisers Added +48,086+48.1k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +44,059+44.1k
HARBOUR INVESTMENTS, INC. Added +36,100+36.1k
Sequent Planning LLC Added +18,468+18.5k
COMMONWEALTH EQUITY SERVICES, LLC Added +16,593+16.6k
Farther Finance Advisors, LLC New +13,483+13.5k
PFS Partners, LLC New +3,015+3.0k
MATHER GROUP, LLC. New +2,570+2.6k

Biggest sellers

Focus Partners Wealth Sold out -7,930-7.9k
CROSSPOINT FINANCIAL, LLC Sold out -7,500-7.5k
Arlington Capital Management, Inc. Sold out -6,940-6.9k
OLD MISSION CAPITAL LLC Reduced -3,252-3.3k
Kestra Advisory Services, LLC Reduced -1,980-2.0k
UPTICK PARTNERS, LLC Reduced -536-536
WELLS FARGO & COMPANY/MN Sold out -181-181
RAYMOND JAMES FINANCIAL INC Reduced -86-86
CreativeOne Wealth, LLC Reduced -59-59

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 +34.6 pts · filed 2026-10-07 39.2% +34.6 pts 529.1k≈ $20.0m 2026-10-07

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 HARBOUR INVESTMENTS, INC. 0.06% of their portfolio MADISON, WI 115,323115.3k $4.4m $4.4m 0.06% Added +36.1k +36,100
2 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 94,15694.2k $3.6m $3.6m 0.00% Added +76.4k +76,415
3 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 68,33268.3k $2.6m $2.6m 0.00% Added +48.1k +48,086
4 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 66,86666.9k $2.5m $2.5m 0.00% Added +44.1k +44,059
5 Advisory Services Network, LLC 0.03% of their portfolio ATLANTA, GA 58,72358.7k $2.2m $2.2m 0.03% New
6 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 32,38732.4k $1.2m $1.2m 0.00% Added +16.6k +16,593
7 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 30,67330.7k $1.2m $1.2m 0.00% Reduced -2.0k -1,980
8 Sequent Planning LLC 0.21% of their portfolio OMAHA, NE 26,41926.4k $997.4k $997.4k 0.21% Added +18.5k +18,468
9 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 16,71016.7k $630.9k $630.9k 0.02% Reduced -3.3k -3,252
10 UPTICK PARTNERS, LLC 0.09% of their portfolio NACOGDOCHES, TX 16,14616.1k $609.6k $609.6k 0.09% Reduced -536 -536
11 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 13,48313.5k $509.1k $509.1k 0.00% New
12 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 6,6746.7k $252.0k $252.0k 0.00% Reduced -86 -86
13 CreativeOne Wealth, LLC 0.00% of their portfolio OVERLAND PARK, KS 6,0546.1k $228.6k $228.6k 0.00% Reduced -59 -59
14 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 4,6644.7k $176.1k $176.1k 0.00% Added +1.6k +1,569
15 PFS Partners, LLC 0.05% of their portfolio MINE HILL, NJ 3,0153.0k $113.8k $113.8k 0.05% New
16 MATHER GROUP, LLC. 0.00% of their portfolio CHICAGO, IL 2,5702.6k $97.0k $97.0k 0.00% New
17 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.01% of their portfolio BLUE BELL, PA 2,4002.4k $90.6k $90.6k 0.01% Added +2.2k +2,200
18 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 1,1141.1k $42.0k $42.0k 0.00% Unchanged
19 Integrity Financial Corp /WA 0.02% of their portfolio JACKSON, WY 987987 $37.3k $37.3k 0.02% Unchanged
20 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 941941 $35.5k $35.5k 0.00% Unchanged
21 DHJJ Financial Advisors, Ltd. 0.01% of their portfolio NAPERVILLE, IL 810810 $30.6k $30.6k 0.01% Unchanged
22 UBS Group AG 0.00% of their portfolio ZURICH, V8 324324 $12.2k $12.2k 0.00% Added +22 +22
23 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 134134 $5.1k $5.1k 0.00% New