Vault-13

FIRST TR EXCHNG TRADED FD VI MARM

VEST US EQUITY M · ETP · CUSIP 33740U612

81 institutional holders +70 vs Q1 2024
4,105,6954.1m shares reported held*
$122.5mreported value*
68 new 7 added 3 reduced 0 sold out net bought ≈ $104.2m (+3.5m 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 ≈ $29.83.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

050100Q1 24: 11Q2 24: 8181Q1 24Q2 24
Numbers
QuarterHolders
Q1 202411
Q2 202481

Biggest buyers

Legacy CG, LLC New +511,487+511.5k
COMMONWEALTH EQUITY SERVICES, LLC Added +460,300+460.3k
Foundations Investment Advisors, LLC New +259,258+259.3k
Delta Investment Management, LLC New +243,895+243.9k
Cetera Investment Advisers New +211,938+211.9k
Ignite Planners, LLC Added +204,279+204.3k
WT Wealth Management New +167,125+167.1k
Donald L. Hagan, LLC New +108,380+108.4k
Prostatis Group LLC New +106,972+107.0k
Kestra Advisory Services, LLC Added +100,537+100.5k

Biggest sellers

SMART Wealth LLC Reduced -237,591-237.6k
Bright Futures Wealth Management, LLC. Reduced -6,944-6.9k
EPG Wealth Management LLC Reduced -6,000-6.0k

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.

No one currently above 5% in the filings since 19 Dec 2024.

Fell to 5% or below in the last year: FIRST TRUST PORTFOLIOS LP (3.9%, 2026-04-30)

Holders, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Legacy CG, LLC 5.18% of their portfolio PLANO, TX 511,487511.5k $15.2m $15.2m 5.18% New
2 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 482,335482.3k $14.3m $14.3m 0.02% Added +460.3k +460,300
3 Ignite Planners, LLC 1.91% of their portfolio SAN CLEMENTE, CA 262,222262.2k $7.8m $7.8m 1.91% Added +204.3k +204,279
4 Foundations Investment Advisors, LLC 0.19% of their portfolio PHOENIX, AZ 259,258259.3k $7.7m $7.7m 0.19% New
5 Delta Investment Management, LLC 1.60% of their portfolio SAN FRANCISCO, CA 243,895243.9k $7.3m $7.3m 1.60% New
6 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 211,938211.9k $6.3m $6.3m 0.01% New
7 WT Wealth Management 1.70% of their portfolio SCOTTSDALE, AZ 167,125167.1k $5.0m $5.0m 1.70% New
8 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 116,756116.8k $3.5m $3.5m 0.02% Added +100.5k +100,537
9 Donald L. Hagan, LLC 1.71% of their portfolio Sarasota, FL 108,380108.4k $3.2m $3.2m 1.71% New
10 Prostatis Group LLC 1.12% of their portfolio HANOVER, MD 106,972107.0k $3.2m $3.2m 1.12% New
11 SMART Wealth LLC 1.22% of their portfolio Omaha, NE 101,068101.1k $3.0m $3.0m 1.22% Reduced -237.6k -237,591
12 Atria Wealth Solutions, Inc. 0.03% of their portfolio NEW YORK, NY 86,64686.6k $2.6m $2.6m 0.03% Added +76.4k +76,374
13 Coppell Advisory Solutions LLC 0.41% of their portfolio COPPELL, TX 84,49184.5k $2.5m $2.5m 0.41% First filing
14 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 75,78175.8k $2.3m $2.3m 0.01% New
15 Brookstone Capital Management 0.03% of their portfolio WHEATON, IL 63,25263.3k $1.9m $1.9m 0.03% New
16 Apollon Wealth Management, LLC 0.05% of their portfolio MOUNT PLEASANT, SC 59,62559.6k $1.8m $1.8m 0.05% New
17 WESPAC Advisors SoCal, LLC 0.44% of their portfolio Pasadena, CA 59,14059.1k $1.8m $1.8m 0.44% New
18 Foguth Wealth Management, LLC. 0.69% of their portfolio BRIGHTON, MI 52,59052.6k $1.6m $1.6m 0.69% New
19 Bullseye Investment Management, LLC 1.02% of their portfolio CINCINNATI, OH 52,20552.2k $1.6m $1.6m 1.02% New
20 IFP Advisors, Inc 0.06% of their portfolio TAMPA, FL 49,47149.5k $1.5m $1.5m 0.06% New
21 Encompass More Asset Management 1.02% of their portfolio Danville, CA 48,09348.1k $1.4m $1.4m 1.02% New
22 Cresset Asset Management, LLC 0.01% of their portfolio Chicago, IL 44,11544.1k $1.3m $1.3m 0.01% New
23 Main Street Financial Solutions, LLC 0.12% of their portfolio NEWTOWN, PA 41,27241.3k $1.2m $1.2m 0.12% New
24 Madrona Financial Services, LLC 0.32% of their portfolio EVERETT, WA 34,76634.8k $1.0m $1.0m 0.32% New
25 Clear Creek Financial Management, LLC 0.12% of their portfolio SILVERDALE, WA 33,98634.0k $1.0m $1.0m 0.12% New
26 WealthPLAN Partners, LLC 0.10% of their portfolio OMAHA, NE 32,23332.2k $958.9k $958.9k 0.10% New
27 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 31,60931.6k $940.0k $940.0k 0.00% New
28 Mutual Advisors, LLC 0.03% of their portfolio OMAHA, NE 31,41231.4k $936.4k $936.4k 0.03% New
29 Anfield Capital Management, LLC 0.43% of their portfolio IRVINE, CA 29,90629.9k $889.7k $889.7k 0.43% New
30 StoneX Group Inc. 0.07% of their portfolio NEW YORK, NY 29,76529.8k $885.5k $885.5k 0.07% New
31 Bright Futures Wealth Management, LLC. 0.47% of their portfolio WEBSTER, NY 14580, NY 29,04529.0k $861.8k $861.8k 0.47% Reduced -6.9k -6,944
32 CORRADO ADVISORS, LLC 0.55% of their portfolio RAMSEY, NJ 28,78728.8k $856.4k $856.4k 0.55% New
33 HARBOUR INVESTMENTS, INC. 0.03% of their portfolio MADISON, WI 28,18928.2k $838.6k $838.6k 0.03% Added +26.7k +26,689
34 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 26,25026.2k $780.9k $780.9k 0.00% New
35 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 24,60424.6k $732.0k $732.0k 0.00% New
36 Triumph Capital Management 0.29% of their portfolio DENVER, CO 24,55024.6k $730.4k $730.4k 0.29% New
37 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 23,56223.6k $701.0k $701.0k 0.00% New
38 Gallagher Fiduciary Advisors, LLC 0.16% of their portfolio ROLLING MEADOWS, IL 23,25723.3k $691.9k $691.9k 0.16% New
39 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 23,13323.1k $688.2k $688.2k 0.01% New
40 Legacy Edge Advisors, LLC 0.12% of their portfolio SYOSSET, NY 22,26422.3k $662.4k $662.4k 0.12% New
41 Mariner, LLC 0.00% of their portfolio Overland Park, KS 20,65920.7k $614.6k $614.6k 0.00% New
42 BlueChip Wealth Advisors LLC 0.34% of their portfolio Milton, GA 19,67619.7k $585.4k $585.4k 0.34% New
43 RPS ADVISORY SOLUTIONS LLC 0.46% of their portfolio LOUISVILLE, KY 16,74916.7k $498.3k $498.3k 0.46% First filing
44 Gerber Kawasaki Wealth & Investment Management 0.02% of their portfolio SANTA MONICA, CA 15,78715.8k $469.7k $469.7k 0.02% New
45 Sage Capital Advisors,llc 0.13% of their portfolio SIOUX FALLS, SD 15,66315.7k $466.0k $466.0k 0.13% New
46 Jaffetilchin Investment Partners, LLC 0.04% of their portfolio TAMPA, FL 15,21515.2k $452.6k $452.6k 0.04% New
47 Syntegra Private Wealth Group, LLC 0.06% of their portfolio Chesterfield, MO 14,92114.9k $443.9k $443.9k 0.06% New
48 First Heartland Consultants, Inc. 0.04% of their portfolio LAKE ST. LOUIS, MO 13,26313.3k $395.0k $395.0k 0.04% New
49 Capital Investment Advisory Services, LLC 0.04% of their portfolio RALEIGH, NC 13,24513.2k $394.0k $394.0k 0.04% New
50 Sowell Financial Services LLC 0.02% of their portfolio NORTH LITTLE ROCK, AR 12,23212.2k $367.0k $367.0k 0.02% New
51 Ameritas Advisory Services, LLC 0.01% of their portfolio Lincoln, NE 11,39511.4k $339.0k $339.0k 0.01% New
52 WealthTrust Asset Management, LLC 0.25% of their portfolio Destin, FL 11,35711.4k $337.9k $337.9k 0.25% New
53 Chris Bulman Inc 0.23% of their portfolio ROSEVILLE, CA 11,11111.1k $330.6k $330.6k 0.23% First filing
54 HBW ADVISORY SERVICES LLC 0.05% of their portfolio SIMI VALLEY, CA 10,52510.5k $313.1k $313.1k 0.05% New
55 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 10,46210.5k $311.2k $311.2k 0.00% Added +8.8k +8,750
56 CREATIVE FINANCIAL DESIGNS INC /ADV 0.03% of their portfolio KOKOMO, IN 10,25010.2k $304.9k $304.9k 0.03% New
57 Koshinski Asset Management, Inc. 0.03% of their portfolio DECATUR, IL 9,5709.6k $286.1k $286.1k 0.03% New
58 SECURED RETIREMENT ADVISORS, LLC 0.22% of their portfolio ST LOUIS PARK, MN 9,4809.5k $282.0k $282.0k 0.22% New
59 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 9,0059.0k $267.9k $267.9k 0.00% New
60 SageView Advisory Group, LLC 0.01% of their portfolio Newport Beach, CA 8,9529.0k $267.7k $267.7k 0.01% New
61 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 8,6238.6k $256.5k $256.5k 0.01% New
62 SMITH, MOORE & CO. 0.03% of their portfolio CLAYTON, MO 8,3068.3k $247.1k $247.1k 0.03% New
63 Legacy Capital Wealth Partners, LLC 0.06% of their portfolio LITTLE ROCK, AR 8,2418.2k $245.2k $245.2k 0.06% New
64 Certified Advisory Corp 0.03% of their portfolio ALTAMONTE SPRINGS, FL 8,1688.2k $243.0k $243.0k 0.03% New
65 MN Wealth Advisors, LLC 0.13% of their portfolio OVERLAND PARK, KS 7,5007.5k $223.1k $223.1k 0.13% New
66 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 7,2887.3k $217.0k $217.0k 0.01% New
67 Signal Advisors Wealth, LLC 0.44% of their portfolio DETROIT, MI 6,8166.8k $202.8k $202.8k 0.44% New
68 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 6,7836.8k $201.8k $201.8k 0.01% New
69 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 4,1104.1k $122.0k $122.0k 0.00% New
70 CWM, LLC 0.00% of their portfolio OMAHA, NE 3,1203.1k $93.0k $93.0k 0.00% New
71 Creekmur Asset Management LLC 0.02% of their portfolio MORTON, IL 3,0233.0k $89.9k $89.9k 0.02% New
72 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 1,8851.9k $56.0k $56.0k 0.00% New
73 Avior Wealth Management, LLC 0.00% of their portfolio OMAHA, NE 1,6001.6k $47.6k $47.6k 0.00% New
74 DHJJ Financial Advisors, Ltd. 0.02% of their portfolio NAPERVILLE, IL 1,2401.2k $36.9k $36.9k 0.02% New
75 Ashton Thomas Private Wealth, LLC 0.00% of their portfolio SCOTTSDALE, AZ 1,2131.2k $36.1k $36.1k 0.00% New
76 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 1,1801.2k $35.0k $35.0k 0.00% New
77 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 900900 $26.8k $26.8k 0.00% New
78 Sunbelt Securities, Inc. 0.00% of their portfolio HOUSTON, TX 400400 $11.9k $11.9k 0.00% New
79 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 340340 $10.1k $10.1k 0.00% Added +340 +340
80 UBS Group AG 0.00% of their portfolio ZURICH, V8 77 $208 $208 0.00% New
81 EPG Wealth Management LLC 0.06% of their portfolio ATLANTA, GA 00 $263.3k $263.3k 0.06% Reduced -6.0k -6,000