Vault-13

FIRST TR EXCHNG TRADED FD VI MARM

VEST US EQUITY M · ETP · CUSIP 33740U612

80 institutional holders +0 vs Q4 2024
2,175,3412.2m shares reported held*
$68.3mreported value*
7 new 24 added 31 reduced 7 sold out net sold ≈ $11.2m (-356.6k 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 ≈ $31.38.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

050100Q1 24: 11Q2 24: 81Q3 24: 86Q4 24: 80Q1 25: 8080Q1 24Q2 24Q3 24Q4 24Q1 25
Numbers
QuarterHolders
Q1 202411
Q2 202481
Q3 202486
Q4 202480
Q1 202580

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 24Q1 25: 31 bought or addedQ1 25: 38 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 2024753
Q3 20243634
Q4 20241546
Q1 20253138

Biggest buyers

PRECEDENT WEALTH PARTNERS, LLC New +65,940+65.9k
Cetera Investment Advisers Added +50,382+50.4k
GOLDMAN SACHS GROUP INC New +34,282+34.3k
Ignite Planners, LLC Added +19,702+19.7k
Mutual Advisors, LLC Added +15,860+15.9k
LPL Financial LLC Added +12,038+12.0k
OSAIC HOLDINGS, INC. Added +10,991+11.0k
Arkadios Wealth Advisors New +8,850+8.8k
TOWNSQUARE CAPITAL LLC New +6,825+6.8k
Obsidian Personal Planning Solutions LLC New +6,741+6.7k

Biggest sellers

COMMONWEALTH EQUITY SERVICES, LLC Reduced -171,469-171.5k
WESPAC Advisors SoCal, LLC Sold out -59,140-59.1k
OLD MISSION CAPITAL LLC Sold out -42,217-42.2k
Apollon Wealth Management, LLC Reduced -38,425-38.4k
Prostatis Group LLC Reduced -34,703-34.7k
JANE STREET GROUP, LLC Sold out -32,258-32.3k
CREATIVE FINANCIAL DESIGNS INC /ADV Reduced -30,538-30.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -29,762-29.8k
Signal Advisors Wealth, LLC Reduced -17,435-17.4k
GPS Wealth Strategies Group, LLC Reduced -16,531-16.5k

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, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Ignite Planners, LLC 1.71% of their portfolio SAN CLEMENTE, CA 278,108278.1k $8.8m $8.8m 1.71% Added +19.7k +19,702
2 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 223,373223.4k $7.0m $7.0m 0.01% Reduced -171.5k -171,469
3 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 150,803150.8k $4.7m $4.7m 0.01% Added +50.4k +50,382
4 Coppell Advisory Solutions LLC 0.40% of their portfolio COPPELL, TX 91,17291.2k $2.9m $2.9m 0.40% Reduced -9.4k -9,407
5 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 89,56989.6k $2.8m $2.8m 0.01% Reduced -14.6k -14,598
6 Brookstone Capital Management 0.03% of their portfolio WHEATON, IL 70,53470.5k $2.2m $2.2m 0.03% Added +5.0k +5,034
7 PRECEDENT WEALTH PARTNERS, LLC 0.57% of their portfolio HOUSTON, TX 65,94065.9k $2.1m $2.1m 0.57% New
8 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 64,87764.9k $2.0m $2.0m 0.01% Reduced -3.4k -3,404
9 KINGSWOOD WEALTH ADVISORS, LLC 0.15% of their portfolio SAN DIEGO, CA 50,82450.8k $1.6m $1.6m 0.15% Reduced -5.7k -5,674
10 Cresset Asset Management, LLC 0.01% of their portfolio Chicago, IL 48,94548.9k $1.5m $1.5m 0.01% Added +5.0k +5,000
11 Atria Wealth Solutions, Inc. 0.02% of their portfolio NEW YORK, NY 48,72148.7k $1.5m $1.5m 0.02% Reduced -13.5k -13,467
12 IFP Advisors, Inc 0.04% of their portfolio TAMPA, FL 41,81941.8k $1.3m $1.3m 0.04% Reduced -7.7k -7,652
13 Mutual Advisors, LLC 0.04% of their portfolio OMAHA, NE 40,33740.3k $1.3m $1.3m 0.04% Added +15.9k +15,860
14 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 38,27838.3k $1.2m $1.2m 0.01% Added +4.9k +4,925
15 Madrona Financial Services, LLC 0.33% of their portfolio EVERETT, WA 37,98238.0k $1.2m $1.2m 0.33% Added +3.2k +3,216
16 Main Street Financial Solutions, LLC 0.10% of their portfolio NEWTOWN, PA 37,15237.2k $1.2m $1.2m 0.10% Reduced -120 -120
17 UPTICK PARTNERS, LLC 0.36% of their portfolio NACOGDOCHES, TX 34,29034.3k $1.1m $1.1m 0.36% Reduced -1.9k -1,854
18 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 34,28234.3k $1.1m $1.1m 0.00% New
19 Anfield Capital Management, LLC 0.35% of their portfolio IRVINE, CA 30,13430.1k $945.0k $945.0k 0.35% Unchanged
20 HARBOUR INVESTMENTS, INC. 0.03% of their portfolio MADISON, WI 29,32929.3k $919.8k $919.8k 0.03% Added +807 +807
21 Legacy Edge Advisors, LLC 0.13% of their portfolio SYOSSET, NY 27,13927.1k $851.1k $851.1k 0.13% Reduced -13.6k -13,602
22 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 26,57126.6k $833.3k $833.3k 0.00% Added +321 +321
23 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 26,04826.0k $817.0k $817.0k 0.00% Reduced -4.8k -4,817
24 Signal Advisors Wealth, LLC 0.07% of their portfolio DETROIT, MI 24,40724.4k $765.4k $765.4k 0.07% Reduced -17.4k -17,435
25 Foguth Wealth Management, LLC. 0.19% of their portfolio BRIGHTON, MI 24,40724.4k $765.4k $765.4k 0.19% Reduced -12.6k -12,583
26 Bullseye Investment Management, LLC 0.46% of their portfolio CINCINNATI, OH 24,31124.3k $762.4k $762.4k 0.46% Added +1.1k +1,072
27 Gallagher Fiduciary Advisors, LLC 0.03% of their portfolio ROLLING MEADOWS, IL 24,25724.3k $760.7k $760.7k 0.03% Added +1.0k +1,000
28 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 23,44223.4k $735.1k $735.1k 0.00% Added +12.0k +12,038
29 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 21,23921.2k $666.1k $666.1k 0.00% Reduced -29.8k -29,762
30 Apollon Wealth Management, LLC 0.01% of their portfolio MOUNT PLEASANT, SC 21,20021.2k $664.8k $664.8k 0.01% Reduced -38.4k -38,425
31 Mariner, LLC 0.00% of their portfolio Overland Park, KS 20,64820.6k $647.5k $647.5k 0.00% Unchanged
32 BlueChip Wealth Advisors LLC 0.30% of their portfolio Milton, GA 19,67619.7k $617.0k $617.0k 0.30% Unchanged
33 Clear Creek Financial Management, LLC 0.06% of their portfolio SILVERDALE, WA 18,66618.7k $585.4k $585.4k 0.06% Reduced -13.6k -13,620
34 Triumph Capital Management 0.19% of their portfolio DENVER, CO 18,65018.6k $584.9k $584.9k 0.19% Added +750 +750
35 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 16,31116.3k $511.5k $511.5k 0.02% Added +5.6k +5,582
36 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 16,02216.0k $502.4k $502.4k 0.00% Added +11.0k +10,991
37 Jaffetilchin Investment Partners, LLC 0.03% of their portfolio TAMPA, FL 15,21515.2k $477.1k $477.1k 0.03% Unchanged
38 Syntegra Private Wealth Group, LLC 0.05% of their portfolio Chesterfield, MO 14,92114.9k $467.9k $467.9k 0.05% Unchanged
39 Gerber Kawasaki Wealth & Investment Management 0.02% of their portfolio SANTA MONICA, CA 14,61714.6k $458.4k $458.4k 0.02% Unchanged
40 WORLD EQUITY GROUP, INC. 0.13% of their portfolio SCHAUMBURG, IL 14,44414.4k $453.0k $453.0k 0.13% Reduced -2.6k -2,572
41 Prostatis Group LLC 0.14% of their portfolio HANOVER, MD 14,35314.4k $450.1k $450.1k 0.14% Reduced -34.7k -34,703
42 GPS Wealth Strategies Group, LLC 0.06% of their portfolio CENTENNIAL, CO 13,51613.5k $423.9k $423.9k 0.06% Reduced -16.5k -16,531
43 Chris Bulman Inc 0.27% of their portfolio ROSEVILLE, CA 13,38813.4k $419.8k $419.8k 0.27% Reduced -279 -279
44 Cooper Financial Group 0.05% of their portfolio IRVINE, CA 12,75412.8k $400.0k $400.0k 0.05% Reduced -6.2k -6,216
45 First Heartland Consultants, Inc. 0.04% of their portfolio LAKE ST. LOUIS, MO 11,30511.3k $354.5k $354.5k 0.04% Unchanged
46 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 11,18611.2k $350.8k $350.8k 0.00% Added +2.6k +2,617
47 StoneX Group Inc. 0.02% of their portfolio NEW YORK, NY 10,27410.3k $322.2k $322.2k 0.02% Reduced -5.2k -5,152
48 Sage Capital Advisors,llc 0.08% of their portfolio SIOUX FALLS, SD 9,4139.4k $295.2k $295.2k 0.08% Reduced -13.2k -13,190
49 IMG Wealth Management, Inc. 0.25% of their portfolio JACKSONVILLE, FL 8,8728.9k $278.2k $278.2k 0.25% Reduced -578 -578
50 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 8,8508.8k $277.5k $277.5k 0.01% New
51 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 8,7508.8k $274.4k $274.4k 0.01% Reduced -17 -17
52 Koshinski Asset Management, Inc. 0.02% of their portfolio DECATUR, IL 8,5708.6k $268.8k $268.8k 0.02% Unchanged
53 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 8,2818.3k $260.0k $260.0k 0.00% Added +1.4k +1,432
54 Certified Advisory Corp 0.03% of their portfolio ALTAMONTE SPRINGS, FL 8,1688.2k $256.1k $256.1k 0.03% Unchanged
55 SMITH, MOORE & CO. 0.02% of their portfolio CLAYTON, MO 7,9067.9k $247.9k $247.9k 0.02% Reduced -100 -100
56 MN Wealth Advisors, LLC 0.14% of their portfolio OVERLAND PARK, KS 7,6507.7k $239.9k $239.9k 0.14% Added +950 +950
57 Bison Wealth, LLC 0.02% of their portfolio ATLANTA, GA 7,5277.5k $236.0k $236.0k 0.02% Unchanged
58 DHJJ Financial Advisors, Ltd. 0.09% of their portfolio NAPERVILLE, IL 7,4647.5k $234.1k $234.1k 0.09% Added +6.2k +6,224
59 SageView Advisory Group, LLC 0.01% of their portfolio Newport Beach, CA 7,2707.3k $228.0k $228.0k 0.01% Unchanged
60 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 7,0307.0k $220.5k $220.5k 0.00% Unchanged
61 GREAT VALLEY ADVISOR GROUP, INC. 0.00% of their portfolio WILMINGTON, DE 6,9356.9k $217.0k $217.0k 0.00% Unchanged
62 TOWNSQUARE CAPITAL LLC 0.00% of their portfolio Lehi, UT 6,8256.8k $214.0k $214.0k 0.00% New
63 Obsidian Personal Planning Solutions LLC 0.09% of their portfolio ROCKVILLE, MD 6,7416.7k $211.7k $211.7k 0.09% New
64 EPG Wealth Management LLC 0.05% of their portfolio ATLANTA, GA 6,1506.2k $192.9k $192.9k 0.05% Reduced -2.0k -2,000
65 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 5,7595.8k $180.6k $180.6k 0.00% Reduced -1.2k -1,186
66 Creekmur Asset Management LLC 0.03% of their portfolio MORTON, IL 4,7774.8k $149.8k $149.8k 0.03% Added +1.6k +1,562
67 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 4,7124.7k $147.8k $147.8k 0.00% Reduced -1.9k -1,852
68 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 4,3104.3k $135.2k $135.2k 0.00% Added +2.8k +2,830
69 Arax Advisory Partners 0.01% of their portfolio NEW YORK, NY 4,1694.2k $130.7k $130.7k 0.01% New
70 CWM, LLC 0.00% of their portfolio OMAHA, NE 3,1203.1k $98.0k $98.0k 0.00% Unchanged
71 Glen Eagle Advisors, LLC 0.02% of their portfolio KINGSTON, NJ 3,0003.0k $94.1k $94.1k 0.02% Unchanged
72 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 1,7291.7k $54.0k $54.0k 0.00% Added +519 +519
73 Noble Wealth Management PBC 0.04% of their portfolio GREENWOOD VILLAGE, CO 1,7151.7k $53.8k $53.8k 0.04% Unchanged
74 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 1,2471.2k $39.1k $39.1k 0.00% Reduced -30.5k -30,538
75 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 900900 $27.8k $27.8k 0.00% Unchanged
76 UBS Group AG 0.00% of their portfolio ZURICH, V8 785785 $24.6k $24.6k 0.00% Added +111 +111
77 Sunbelt Securities, Inc. 0.00% of their portfolio HOUSTON, TX 750750 $23.5k $23.5k 0.00% Unchanged
78 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 525525 $16.5k $16.5k 0.00% New
79 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 55 $157 $157 0.00% Added +1 +1
80 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Reduced -170 -170