Vault-13

FIRST TR EXCHNG TRADED FD VI MARM

VEST US EQUITY M · ETP · CUSIP 33740U612

83 institutional holders +3 vs Q1 2025
2,505,2042.5m shares reported held*
$80.5mreported value*
13 new 19 added 27 reduced 9 sold out net bought ≈ $10.7m (+331.6k 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 ≈ $32.12.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100Q1 24: 11Q2 24: 81Q3 24: 86Q4 24: 80Q1 25: 80Q2 25: 8383Q1 24Q2 24Q3 24Q4 24Q1 25Q2 25
Numbers
QuarterHolders
Q1 202411
Q2 202481
Q3 202486
Q4 202480
Q1 202580
Q2 202583

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 25Q2 25: 32 bought or addedQ2 25: 36 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q2 2024753
Q3 20243634
Q4 20241546
Q1 20253138
Q2 20253236

Biggest buyers

FIRST TRUST ADVISORS LP New +167,444+167.4k
Capasso Planning Partners LLC New +61,676+61.7k
Triad Wealth Partners, LLC New +58,893+58.9k
Brookstone Capital Management Added +39,851+39.9k
PRECEDENT WEALTH PARTNERS, LLC Added +34,782+34.8k
Atria Investments, Inc New +26,469+26.5k
Defined Financial Planning LLC New +25,690+25.7k
Cetera Investment Advisers Added +23,157+23.2k
NewEdge Advisors, LLC Added +22,690+22.7k
LifeWealth Investments, LLC New +14,376+14.4k

Biggest sellers

Atria Wealth Solutions, Inc. Sold out -48,721-48.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -21,239-21.2k
GOLDMAN SACHS GROUP INC Reduced -15,660-15.7k
Gallagher Fiduciary Advisors, LLC Reduced -15,124-15.1k
Prostatis Group LLC Sold out -14,353-14.4k
UPTICK PARTNERS, LLC Reduced -13,800-13.8k
CITADEL ADVISORS LLC Sold out -11,186-11.2k
StoneX Group Inc. Sold out -10,274-10.3k
MML INVESTORS SERVICES, LLC Sold out -8,281-8.3k
Cresset Asset Management, LLC Reduced -8,140-8.1k

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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Ignite Planners, LLC 1.56% of their portfolio SAN CLEMENTE, CA 278,108278.1k $8.9m $8.9m 1.56% Unchanged
2 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 222,820222.8k $7.2m $7.2m 0.01% Reduced -553 -553
3 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 173,960174.0k $5.6m $5.6m 0.01% Added +23.2k +23,157
4 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 167,444167.4k $5.4m $5.4m 0.00% New
5 Brookstone Capital Management 0.05% of their portfolio WHEATON, IL 110,385110.4k $3.5m $3.5m 0.05% Added +39.9k +39,851
6 PRECEDENT WEALTH PARTNERS, LLC 0.79% of their portfolio HOUSTON, TX 100,722100.7k $3.2m $3.2m 0.79% Added +34.8k +34,782
7 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 93,79593.8k $3.0m $3.0m 0.01% Added +4.2k +4,226
8 Coppell Advisory Solutions LLC 0.21% of their portfolio COPPELL, TX 90,45790.5k $2.9m $2.9m 0.21% Reduced -715 -715
9 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 64,87764.9k $2.1m $2.1m 0.00% Unchanged
10 Capasso Planning Partners LLC 1.12% of their portfolio CHARLESTON, SC 61,67661.7k $2.0m $2.0m 1.12% New
11 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 60,96861.0k $2.0m $2.0m 0.01% Added +22.7k +22,690
12 Triad Wealth Partners, LLC 0.38% of their portfolio LAWRENCE, KS 58,89358.9k $1.9m $1.9m 0.38% New
13 KINGSWOOD WEALTH ADVISORS, LLC 0.13% of their portfolio SAN DIEGO, CA 50,16150.2k $1.6m $1.6m 0.13% Reduced -663 -663
14 Mutual Advisors, LLC 0.03% of their portfolio OMAHA, NE 41,93741.9k $1.4m $1.4m 0.03% Added +1.6k +1,600
15 Madrona Financial Services, LLC 0.32% of their portfolio EVERETT, WA 41,18241.2k $1.3m $1.3m 0.32% Added +3.2k +3,200
16 Cresset Asset Management, LLC 0.01% of their portfolio Chicago, IL 40,80540.8k $1.3m $1.3m 0.01% Reduced -8.1k -8,140
17 Main Street Financial Solutions, LLC 0.09% of their portfolio NEWTOWN, PA 37,15237.2k $1.2m $1.2m 0.09% Unchanged
18 IFP Advisors, Inc 0.03% of their portfolio TAMPA, FL 37,10137.1k $1.2m $1.2m 0.03% Reduced -4.7k -4,718
19 HARBOUR INVESTMENTS, INC. 0.03% of their portfolio MADISON, WI 32,82032.8k $1.1m $1.1m 0.03% Added +3.5k +3,491
20 Anfield Capital Management, LLC 0.32% of their portfolio IRVINE, CA 30,13430.1k $967.9k $967.9k 0.32% Unchanged
21 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 29,60429.6k $951.0k $951.0k 0.00% Added +3.6k +3,556
22 Legacy Edge Advisors, LLC 0.13% of their portfolio SYOSSET, NY 29,52329.5k $948.3k $948.3k 0.13% Added +2.4k +2,384
23 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 26,46926.5k $850.2k $850.2k 0.01% New
24 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 26,40526.4k $848.1k $848.1k 0.00% Reduced -166 -166
25 Defined Financial Planning LLC 0.73% of their portfolio SAN RAFAEL, CA 25,69025.7k $825.6k $825.6k 0.73% New
26 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 25,34325.3k $814.0k $814.0k 0.00% Added +1.9k +1,901
27 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 24,40624.4k $783.9k $783.9k 0.00% Added +8.4k +8,384
28 Bullseye Investment Management, LLC 0.46% of their portfolio CINCINNATI, OH 24,31124.3k $762.4k $762.4k 0.46% Unchanged
29 Mariner, LLC 0.00% of their portfolio Overland Park, KS 20,63920.6k $662.9k $662.9k 0.00% Reduced -9 -9
30 UPTICK PARTNERS, LLC 0.19% of their portfolio NACOGDOCHES, TX 20,49020.5k $658.1k $658.1k 0.19% Reduced -13.8k -13,800
31 Apollon Wealth Management, LLC 0.01% of their portfolio MOUNT PLEASANT, SC 20,21520.2k $649.3k $649.3k 0.01% Reduced -985 -985
32 BlueChip Wealth Advisors LLC 0.28% of their portfolio Milton, GA 19,67619.7k $632.0k $632.0k 0.28% Unchanged
33 Signal Advisors Wealth, LLC 0.05% of their portfolio DETROIT, MI 19,59619.6k $629.4k $629.4k 0.05% Reduced -4.8k -4,811
34 Foguth Wealth Management, LLC. 0.13% of their portfolio BRIGHTON, MI 19,59619.6k $629.4k $629.4k 0.13% Reduced -4.8k -4,811
35 Clear Creek Financial Management, LLC 0.06% of their portfolio SILVERDALE, WA 18,80618.8k $604.1k $604.1k 0.06% Added +140 +140
36 Triumph Capital Management 0.18% of their portfolio DENVER, CO 18,65018.6k $599.0k $599.0k 0.18% Unchanged
37 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 18,62218.6k $598.1k $598.1k 0.00% Reduced -15.7k -15,660
38 Syntegra Private Wealth Group, LLC 0.05% of their portfolio Chesterfield, MO 14,92114.9k $479.3k $479.3k 0.05% Unchanged
39 Gerber Kawasaki Wealth & Investment Management 0.02% of their portfolio SANTA MONICA, CA 14,61714.6k $469.5k $469.5k 0.02% Unchanged
40 LifeWealth Investments, LLC 0.08% of their portfolio WINTER GARDEN, FL 14,37614.4k $461.8k $461.8k 0.08% New
41 Chris Bulman Inc 0.24% of their portfolio ROSEVILLE, CA 13,26213.3k $426.0k $426.0k 0.24% Reduced -126 -126
42 GPS Wealth Strategies Group, LLC 0.05% of their portfolio CENTENNIAL, CO 13,21613.2k $424.5k $424.5k 0.05% Reduced -300 -300
43 WORLD EQUITY GROUP, INC. 0.11% of their portfolio SCHAUMBURG, IL 13,07013.1k $419.8k $419.8k 0.11% Reduced -1.4k -1,374
44 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 12,90012.9k $414.4k $414.4k 0.02% Reduced -3.4k -3,411
45 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 12,87012.9k $413.0k $413.0k 0.00% New
46 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 12,56312.6k $403.5k $403.5k 0.00% Added +6.8k +6,804
47 Jaffetilchin Investment Partners, LLC 0.03% of their portfolio TAMPA, FL 11,99412.0k $385.2k $385.2k 0.03% Reduced -3.2k -3,221
48 First Heartland Consultants, Inc. 0.03% of their portfolio LAKE ST. LOUIS, MO 10,30510.3k $331.0k $331.0k 0.03% Reduced -1.0k -1,000
49 Cooper Financial Group 0.04% of their portfolio IRVINE, CA 9,99910.0k $321.2k $321.2k 0.04% Reduced -2.8k -2,755
50 Sage Capital Advisors,llc 0.07% of their portfolio SIOUX FALLS, SD 9,4139.4k $302.3k $302.3k 0.07% Unchanged
51 Gallagher Fiduciary Advisors, LLC 0.01% of their portfolio ROLLING MEADOWS, IL 9,1339.1k $293.3k $293.3k 0.01% Reduced -15.1k -15,124
52 IMG Wealth Management, Inc. 0.22% of their portfolio JACKSONVILLE, FL 8,8728.9k $285.0k $285.0k 0.22% Unchanged
53 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 8,7508.8k $281.1k $281.1k 0.01% Unchanged
54 Koshinski Asset Management, Inc. 0.02% of their portfolio DECATUR, IL 8,4008.4k $269.8k $269.8k 0.02% Reduced -170 -170
55 Buck Wealth Strategies, LLC 0.04% of their portfolio DENVER, CO 8,4008.4k $269.8k $269.8k 0.04% New
56 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 8,2528.3k $265.1k $265.1k 0.00% New
57 Certified Advisory Corp 0.03% of their portfolio ALTAMONTE SPRINGS, FL 8,1688.2k $262.4k $262.4k 0.03% Unchanged
58 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 7,8507.8k $252.1k $252.1k 0.01% Reduced -1.0k -1,000
59 MN Wealth Advisors, LLC 0.14% of their portfolio OVERLAND PARK, KS 7,6507.7k $245.7k $245.7k 0.14% Unchanged
60 DHJJ Financial Advisors, Ltd. 0.09% of their portfolio NAPERVILLE, IL 7,4647.5k $239.7k $239.7k 0.09% Unchanged
61 Creekmur Asset Management LLC 0.04% of their portfolio MORTON, IL 7,3547.4k $236.2k $236.2k 0.04% Added +2.6k +2,577
62 SageView Advisory Group, LLC 0.01% of their portfolio Newport Beach, CA 7,2707.3k $234.4k $234.4k 0.01% Unchanged
63 GREAT VALLEY ADVISOR GROUP, INC. 0.01% of their portfolio WILMINGTON, DE 7,0767.1k $227.0k $227.0k 0.01% Added +141 +141
64 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 7,0307.0k $225.8k $225.8k 0.00% Unchanged
65 SMITH, MOORE & CO. 0.02% of their portfolio CLAYTON, MO 6,8016.8k $218.4k $218.4k 0.02% Reduced -1.1k -1,105
66 Obsidian Personal Planning Solutions LLC 0.09% of their portfolio ROCKVILLE, MD 6,7416.7k $216.5k $216.5k 0.09% Unchanged
67 Harvest Investment Services, LLC 0.05% of their portfolio Oakbrook Terrace, IL 6,6776.7k $214.5k $214.5k 0.05% New
68 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 5,4615.5k $175.4k $175.4k 0.00% Added +749 +749
69 CWM, LLC 0.00% of their portfolio OMAHA, NE 3,1203.1k $100.0k $100.0k 0.00% Unchanged
70 Glen Eagle Advisors, LLC 0.01% of their portfolio KINGSTON, NJ 3,0003.0k $96.4k $96.4k 0.01% Unchanged
71 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 2,8302.8k $90.9k $90.9k 0.00% Reduced -1.5k -1,480
72 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 2,2132.2k $71.1k $71.1k 0.00% New
73 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 2,0882.1k $67.1k $67.1k 0.00% New
74 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 1,7291.7k $56.0k $56.0k 0.00% Unchanged
75 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 1,2471.2k $40.1k $40.1k 0.00% Unchanged
76 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 1,0001.0k $32.1k $32.1k 0.00% Added +100 +100
77 Integrity Financial Corp /WA 0.02% of their portfolio JACKSON, WY 997997 $32.0k $32.0k 0.02% New
78 UBS Group AG 0.00% of their portfolio ZURICH, V8 857857 $27.5k $27.5k 0.00% Added +72 +72
79 Sunbelt Securities, Inc. 0.00% of their portfolio HOUSTON, TX 750750 $23.2k $23.2k 0.00% Unchanged
80 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 726726 $23.3k $23.3k 0.00% Reduced -3.4k -3,443
81 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 350350 $11.2k $11.2k 0.00% Reduced -175 -175
82 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 44 $128 $128 0.00% Reduced -1 -1
83 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged