Vault-13

FIRST TR EXCHNG TRADED FD VI MARM

VEST US EQUITY M · ETP · CUSIP 33740U612

80 institutional holders -6 vs Q3 2024
2,531,9302.5m shares reported held*
$78.2mreported value*
4 new 11 added 32 reduced 14 sold out net sold ≈ $42.0m (-1.4m 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 ≈ $30.90.

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

050100Q1 24: 11Q2 24: 81Q3 24: 86Q4 24: 8080Q1 24Q2 24Q3 24Q4 24
Numbers
QuarterHolders
Q1 202411
Q2 202481
Q3 202486
Q4 202480

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 24: 75 bought or addedQ2 24: 3 cut or sold outQ2 24Q3 24: 36 bought or addedQ3 24: 34 cut or sold outQ3 24Q4 24: 15 bought or addedQ4 24: 46 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q2 2024753
Q3 20243634
Q4 20241546

Biggest buyers

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +31,772+31.8k
KINGSWOOD WEALTH ADVISORS, LLC Added +27,222+27.2k
OLD MISSION CAPITAL LLC Added +17,837+17.8k
NewEdge Advisors, LLC Added +8,043+8.0k
Cooper Financial Group Added +7,362+7.4k
SageView Advisory Group, LLC New +7,270+7.3k
GREAT VALLEY ADVISOR GROUP, INC. New +6,935+6.9k
MML INVESTORS SERVICES, LLC New +6,849+6.8k
BARCLAYS PLC Added +4,850+4.8k
Coppell Advisory Solutions LLC Added +2,694+2.7k

Biggest sellers

Legacy CG, LLC Sold out -500,568-500.6k
Foundations Investment Advisors, LLC Sold out -253,504-253.5k
Encompass More Asset Management Sold out -139,305-139.3k
Donald L. Hagan, LLC Sold out -119,187-119.2k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -89,939-89.9k
LPL Financial LLC Reduced -61,780-61.8k
Prostatis Group LLC Reduced -48,225-48.2k
Clear Creek Financial Management, LLC Reduced -38,460-38.5k
Bright Futures Wealth Management, LLC. Sold out -27,428-27.4k
Cetera Investment Advisers Reduced -22,513-22.5k

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, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 394,842394.8k $12.2m $12.2m 0.02% Reduced -89.9k -89,939
2 Ignite Planners, LLC 1.76% of their portfolio SAN CLEMENTE, CA 258,406258.4k $8.0m $8.0m 1.76% Reduced -742 -742
3 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 104,167104.2k $3.2m $3.2m 0.02% Added +2.3k +2,317
4 Coppell Advisory Solutions LLC 0.43% of their portfolio COPPELL, TX 100,579100.6k $3.1m $3.1m 0.43% Added +2.7k +2,694
5 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 100,421100.4k $3.1m $3.1m 0.01% Reduced -22.5k -22,513
6 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 68,28168.3k $2.1m $2.1m 0.01% Reduced -7.5k -7,500
7 Brookstone Capital Management 0.03% of their portfolio WHEATON, IL 65,50065.5k $2.0m $2.0m 0.03% Reduced -5.0k -4,975
8 Atria Wealth Solutions, Inc. 0.02% of their portfolio NEW YORK, NY 62,18862.2k $1.9m $1.9m 0.02% Reduced -10.8k -10,758
9 Apollon Wealth Management, LLC 0.04% of their portfolio MOUNT PLEASANT, SC 59,62559.6k $1.8m $1.8m 0.04% Unchanged
10 WESPAC Advisors SoCal, LLC 0.41% of their portfolio Pasadena, CA 59,14059.1k $1.8m $1.8m 0.41% Unchanged
11 KINGSWOOD WEALTH ADVISORS, LLC 0.13% of their portfolio SAN DIEGO, CA 56,49856.5k $1.7m $1.7m 0.13% Added +27.2k +27,222
12 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 51,00151.0k $1.6m $1.6m 0.00% Added +31.8k +31,772
13 IFP Advisors, Inc 0.05% of their portfolio TAMPA, FL 49,47149.5k $1.5m $1.5m 0.05% Unchanged
14 Prostatis Group LLC 0.44% of their portfolio HANOVER, MD 49,05649.1k $1.5m $1.5m 0.44% Reduced -48.2k -48,225
15 Cresset Asset Management, LLC 0.01% of their portfolio Chicago, IL 43,94543.9k $1.4m $1.4m 0.01% Reduced -170 -170
16 OLD MISSION CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 42,21742.2k $1.3m $1.3m 0.03% Added +17.8k +17,837
17 Signal Advisors Wealth, LLC 0.15% of their portfolio DETROIT, MI 41,84241.8k $1.3m $1.3m 0.15% Reduced -8.1k -8,132
18 Legacy Edge Advisors, LLC 0.20% of their portfolio SYOSSET, NY 40,74140.7k $1.3m $1.3m 0.20% Reduced -644 -644
19 Main Street Financial Solutions, LLC 0.11% of their portfolio NEWTOWN, PA 37,27237.3k $1.2m $1.2m 0.11% Reduced -4.0k -4,000
20 Foguth Wealth Management, LLC. 0.30% of their portfolio BRIGHTON, MI 36,99037.0k $1.2m $1.2m 0.30% Reduced -13.0k -12,984
21 UPTICK PARTNERS, LLC 0.40% of their portfolio NACOGDOCHES, TX 36,14436.1k $1.1m $1.1m 0.40% Unchanged
22 Madrona Financial Services, LLC 0.29% of their portfolio EVERETT, WA 34,76634.8k $1.1m $1.1m 0.29% Unchanged
23 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 33,35333.4k $1.0m $1.0m 0.01% Added +8.0k +8,043
24 Clear Creek Financial Management, LLC 0.11% of their portfolio SILVERDALE, WA 32,28632.3k $997.0k $997.0k 0.11% Reduced -38.5k -38,460
25 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 32,25832.3k $996.1k $996.1k 0.00% Reduced -12.2k -12,225
26 CREATIVE FINANCIAL DESIGNS INC /ADV 0.08% of their portfolio KOKOMO, IN 31,78531.8k $981.5k $981.5k 0.08% Reduced -175 -175
27 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 30,86530.9k $953.0k $953.0k 0.00% Reduced -345 -345
28 Anfield Capital Management, LLC 0.34% of their portfolio IRVINE, CA 30,13430.1k $930.5k $930.5k 0.34% Unchanged
29 GPS Wealth Strategies Group, LLC 0.12% of their portfolio CENTENNIAL, CO 30,04730.0k $927.9k $927.9k 0.12% Reduced -4.2k -4,250
30 HARBOUR INVESTMENTS, INC. 0.03% of their portfolio MADISON, WI 28,52228.5k $880.8k $880.8k 0.03% Added +420 +420
31 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 26,25026.2k $810.6k $810.6k 0.00% Unchanged
32 Mutual Advisors, LLC 0.02% of their portfolio OMAHA, NE 24,47724.5k $761.0k $761.0k 0.02% Unchanged
33 Gallagher Fiduciary Advisors, LLC 0.14% of their portfolio ROLLING MEADOWS, IL 23,25723.3k $718.2k $718.2k 0.14% Unchanged
34 Bullseye Investment Management, LLC 0.48% of their portfolio CINCINNATI, OH 23,23923.2k $718.5k $718.5k 0.48% Reduced -14.3k -14,307
35 Sage Capital Advisors,llc 0.18% of their portfolio SIOUX FALLS, SD 22,60322.6k $698.0k $698.0k 0.18% Unchanged
36 Mariner, LLC 0.00% of their portfolio Overland Park, KS 20,64820.6k $637.6k $637.6k 0.00% Unchanged
37 BlueChip Wealth Advisors LLC 0.34% of their portfolio Milton, GA 19,67619.7k $607.6k $607.6k 0.34% Unchanged
38 Cooper Financial Group 0.07% of their portfolio IRVINE, CA 18,97019.0k $585.8k $585.8k 0.07% Added +7.4k +7,362
39 Triumph Capital Management 0.19% of their portfolio DENVER, CO 17,90017.9k $552.8k $552.8k 0.19% Reduced -3.1k -3,150
40 WORLD EQUITY GROUP, INC. 0.11% of their portfolio SCHAUMBURG, IL 17,01617.0k $525.5k $525.5k 0.11% Reduced -520 -520
41 StoneX Group Inc. 0.03% of their portfolio NEW YORK, NY 15,42615.4k $476.4k $476.4k 0.03% Reduced -2.2k -2,204
42 Jaffetilchin Investment Partners, LLC 0.03% of their portfolio TAMPA, FL 15,21515.2k $469.8k $469.8k 0.03% Unchanged
43 Syntegra Private Wealth Group, LLC 0.05% of their portfolio Chesterfield, MO 14,92114.9k $460.8k $460.8k 0.05% Unchanged
44 Gerber Kawasaki Wealth & Investment Management 0.02% of their portfolio SANTA MONICA, CA 14,61714.6k $451.4k $451.4k 0.02% Unchanged
45 Chris Bulman Inc 0.27% of their portfolio ROSEVILLE, CA 13,66713.7k $422.0k $422.0k 0.27% Reduced -811 -811
46 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 11,40411.4k $352.2k $352.2k 0.00% Reduced -61.8k -61,780
47 First Heartland Consultants, Inc. 0.04% of their portfolio LAKE ST. LOUIS, MO 11,30511.3k $349.1k $349.1k 0.04% Reduced -1.1k -1,110
48 Ameritas Advisory Services, LLC 0.01% of their portfolio Lincoln, NE 10,72910.7k $331.3k $331.3k 0.01% Reduced -1.2k -1,163
49 SECURED RETIREMENT ADVISORS, LLC 0.17% of their portfolio ST LOUIS PARK, MN 9,4809.5k $292.7k $292.7k 0.17% Unchanged
50 IMG Wealth Management, Inc. 0.27% of their portfolio JACKSONVILLE, FL 9,4509.4k $291.8k $291.8k 0.27% First filing
51 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 8,7678.8k $270.7k $270.7k 0.01% Added +144 +144
52 Koshinski Asset Management, Inc. 0.02% of their portfolio DECATUR, IL 8,5708.6k $264.6k $264.6k 0.02% Reduced -1.0k -1,000
53 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 8,5698.6k $264.6k $264.6k 0.00% Added +482 +482
54 Legacy Capital Wealth Partners, LLC 0.06% of their portfolio LITTLE ROCK, AR 8,2418.2k $254.5k $254.5k 0.06% Unchanged
55 Certified Advisory Corp 0.03% of their portfolio ALTAMONTE SPRINGS, FL 8,1688.2k $252.2k $252.2k 0.03% Unchanged
56 EPG Wealth Management LLC 0.07% of their portfolio ATLANTA, GA 8,1508.2k $251.7k $251.7k 0.07% Unchanged
57 SMITH, MOORE & CO. 0.02% of their portfolio CLAYTON, MO 8,0068.0k $247.2k $247.2k 0.02% Reduced -300 -300
58 Bison Wealth, LLC 0.03% of their portfolio ATLANTA, GA 7,5277.5k $232.4k $232.4k 0.03% First filing
59 SageView Advisory Group, LLC 0.01% of their portfolio Newport Beach, CA 7,2707.3k $224.5k $224.5k 0.01% New
60 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 7,0307.0k $217.1k $217.1k 0.00% Unchanged
61 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 6,9456.9k $214.5k $214.5k 0.00% Reduced -6.0k -5,976
62 GREAT VALLEY ADVISOR GROUP, INC. 0.00% of their portfolio WILMINGTON, DE 6,9356.9k $214.0k $214.0k 0.00% New
63 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 6,8496.8k $211.0k $211.0k 0.00% New
64 RPS ADVISORY SOLUTIONS LLC 0.13% of their portfolio LOUISVILLE, KY 6,7606.8k $208.7k $208.7k 0.13% Reduced -10.3k -10,317
65 MN Wealth Advisors, LLC 0.12% of their portfolio OVERLAND PARK, KS 6,7006.7k $206.9k $206.9k 0.12% Unchanged
66 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 6,5646.6k $202.7k $202.7k 0.00% Added +4.8k +4,850
67 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 5,7785.8k $178.4k $178.4k 0.00% Reduced -20.4k -20,438
68 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 5,0315.0k $155.4k $155.4k 0.00% Unchanged
69 Creekmur Asset Management LLC 0.02% of their portfolio MORTON, IL 3,2153.2k $99.3k $99.3k 0.02% Reduced -194 -194
70 CWM, LLC 0.00% of their portfolio OMAHA, NE 3,1203.1k $96.0k $96.0k 0.00% Unchanged
71 Glen Eagle Advisors, LLC 0.02% of their portfolio KINGSTON, NJ 3,0003.0k $92.6k $92.6k 0.02% Unchanged
72 Noble Wealth Management PBC 0.04% of their portfolio GREENWOOD VILLAGE, CO 1,7151.7k $53.0k $53.0k 0.04% First filing
73 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 1,4801.5k $45.7k $45.7k 0.00% New
74 DHJJ Financial Advisors, Ltd. 0.01% of their portfolio NAPERVILLE, IL 1,2401.2k $38.3k $38.3k 0.01% Unchanged
75 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 1,2101.2k $37.0k $37.0k 0.00% Unchanged
76 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 900900 $27.8k $27.8k 0.00% Unchanged
77 Sunbelt Securities, Inc. 0.00% of their portfolio HOUSTON, TX 750750 $23.2k $23.2k 0.00% Unchanged
78 UBS Group AG 0.00% of their portfolio ZURICH, V8 674674 $20.8k $20.8k 0.00% Reduced -2.9k -2,918
79 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 170170 $5.3k $5.3k 0.00% Unchanged
80 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 44 $124 $124 0.00% First filing