Vault-13

FIRST TR EXCHNG TRADED FD VI MARM

VEST US EQUITY M · ETP · CUSIP 33740U612

79 institutional holders -4 vs Q2 2025
2,433,7102.4m shares reported held*
$79.3mreported value*
6 new 17 added 29 reduced 9 sold out net sold ≈ $1.7m (-53.6k 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 ≈ $32.59.

Trends to Q3 2025

Institutional holders

Managers reporting a position, each quarter

050100Q1 24: 11Q2 24: 81Q3 24: 86Q4 24: 80Q1 25: 80Q2 25: 83Q3 25: 7979Q1 24Q3 24Q1 25Q3 25
Numbers
QuarterHolders
Q1 202411
Q2 202481
Q3 202486
Q4 202480
Q1 202580
Q2 202583
Q3 202579

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 25Q3 25: 23 bought or addedQ3 25: 38 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q2 2024753
Q3 20243634
Q4 20241546
Q1 20253138
Q2 20253236
Q3 20252338

Biggest buyers

PARK AVENUE SECURITIES LLC Added +35,751+35.8k
JPMORGAN CHASE & CO New +32,882+32.9k
Global Assets Advisory, LLC New +20,212+20.2k
LPL Financial LLC Added +17,674+17.7k
OSAIC HOLDINGS, INC. Added +13,199+13.2k
TRUIST FINANCIAL CORP Added +13,000+13.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +10,651+10.7k
Atria Investments, Inc Added +10,447+10.4k
OLD MISSION CAPITAL LLC New +9,688+9.7k
Defined Financial Planning LLC Added +9,363+9.4k

Biggest sellers

Cetera Investment Advisers Reduced -80,351-80.4k
IFP Advisors, Inc Reduced -28,736-28.7k
Kestra Advisory Services, LLC Reduced -24,416-24.4k
BlueChip Wealth Advisors LLC Sold out -19,676-19.7k
Signal Advisors Wealth, LLC Sold out -19,596-19.6k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -15,732-15.7k
Ameritas Advisory Services, LLC Sold out -12,900-12.9k
Cooper Financial Group Sold out -9,999-10.0k
Triad Wealth Partners, LLC Reduced -9,194-9.2k
Mutual Advisors, LLC Reduced -9,150-9.2k

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, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Ignite Planners, LLC 1.47% of their portfolio SAN CLEMENTE, CA 274,677274.7k $9.0m $9.0m 1.47% Reduced -3.4k -3,431
2 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 207,088207.1k $6.8m $6.8m 0.01% Reduced -15.7k -15,732
3 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 176,346176.3k $5.7m $5.7m 0.00% Added +8.9k +8,902
4 Brookstone Capital Management 0.04% of their portfolio WHEATON, IL 114,970115.0k $3.7m $3.7m 0.04% Added +4.6k +4,585
5 PRECEDENT WEALTH PARTNERS, LLC 0.72% of their portfolio HOUSTON, TX 100,722100.7k $3.3m $3.3m 0.72% Unchanged
6 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 93,60993.6k $3.1m $3.1m 0.00% Reduced -80.4k -80,351
7 Coppell Advisory Solutions LLC 0.31% of their portfolio COPPELL, TX 90,91890.9k $3.0m $3.0m 0.31% Added +461 +461
8 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 69,37969.4k $2.3m $2.3m 0.01% Reduced -24.4k -24,416
9 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 65,01765.0k $2.1m $2.1m 0.00% Added +140 +140
10 Capasso Planning Partners LLC 1.25% of their portfolio CHARLESTON, SC 61,67661.7k $2.0m $2.0m 1.25% Unchanged
11 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 59,51359.5k $1.9m $1.9m 0.01% Reduced -1.5k -1,455
12 Triad Wealth Partners, LLC 0.21% of their portfolio LAWRENCE, KS 49,69949.7k $1.6m $1.6m 0.21% Reduced -9.2k -9,194
13 KINGSWOOD WEALTH ADVISORS, LLC 0.10% of their portfolio SAN DIEGO, CA 49,15149.2k $1.6m $1.6m 0.10% Reduced -1.0k -1,010
14 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 48,62148.6k $1.6m $1.6m 0.01% Added +35.8k +35,751
15 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 43,01743.0k $1.4m $1.4m 0.00% Added +17.7k +17,674
16 Madrona Financial Services, LLC 0.30% of their portfolio EVERETT, WA 41,18241.2k $1.3m $1.3m 0.30% Unchanged
17 Cresset Asset Management, LLC 0.01% of their portfolio Chicago, IL 40,80540.8k $1.3m $1.3m 0.01% Unchanged
18 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 39,40539.4k $1.3m $1.3m 0.00% Added +13.0k +13,000
19 Legacy Edge Advisors, LLC 0.15% of their portfolio SYOSSET, NY 38,18338.2k $1.2m $1.2m 0.15% Added +8.7k +8,660
20 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 37,60537.6k $1.2m $1.2m 0.00% Added +13.2k +13,199
21 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 36,91636.9k $1.2m $1.2m 0.01% Added +10.4k +10,447
22 Main Street Financial Solutions, LLC 0.08% of their portfolio NEWTOWN, PA 36,81236.8k $1.2m $1.2m 0.08% Reduced -340 -340
23 Defined Financial Planning LLC 0.95% of their portfolio SAN RAFAEL, CA 35,05335.1k $1.1m $1.1m 0.95% Added +9.4k +9,363
24 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 32,88232.9k $1.1m $1.1m 0.00% New
25 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 32,82032.8k $1.1m $1.1m 0.02% Unchanged
26 Mutual Advisors, LLC 0.02% of their portfolio OMAHA, NE 32,78732.8k $1.1m $1.1m 0.02% Reduced -9.2k -9,150
27 Anfield Capital Management, LLC 0.29% of their portfolio IRVINE, CA 30,13430.1k $982.4k $982.4k 0.29% Unchanged
28 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 25,57925.6k $834.0k $834.0k 0.00% Reduced -4.0k -4,025
29 Bullseye Investment Management, LLC 0.46% of their portfolio CINCINNATI, OH 24,31124.3k $762.4k $762.4k 0.46% Unchanged
30 Clear Creek Financial Management, LLC 0.06% of their portfolio SILVERDALE, WA 22,72622.7k $740.9k $740.9k 0.06% Added +3.9k +3,920
31 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 22,62222.6k $737.5k $737.5k 0.00% Added +4.0k +4,000
32 Global Assets Advisory, LLC 0.20% of their portfolio ORLANDO, FL 20,21220.2k $658.9k $658.9k 0.20% New
33 Triumph Capital Management 0.16% of their portfolio DENVER, CO 18,59518.6k $606.2k $606.2k 0.16% Reduced -55 -55
34 Apollon Wealth Management, LLC 0.01% of their portfolio MOUNT PLEASANT, SC 18,52518.5k $603.9k $603.9k 0.01% Reduced -1.7k -1,690
35 UPTICK PARTNERS, LLC 0.16% of their portfolio NACOGDOCHES, TX 18,46018.5k $601.8k $601.8k 0.16% Reduced -2.0k -2,030
36 Mariner, LLC 0.00% of their portfolio Overland Park, KS 17,18717.2k $560.3k $560.3k 0.00% Reduced -3.5k -3,452
37 Syntegra Private Wealth Group, LLC 0.05% of their portfolio Chesterfield, MO 14,92114.9k $486.4k $486.4k 0.05% Unchanged
38 Gerber Kawasaki Wealth & Investment Management 0.02% of their portfolio SANTA MONICA, CA 14,61714.6k $476.5k $476.5k 0.02% Unchanged
39 LifeWealth Investments, LLC 0.07% of their portfolio WINTER GARDEN, FL 14,37614.4k $468.7k $468.7k 0.07% Unchanged
40 WORLD EQUITY GROUP, INC. 0.10% of their portfolio SCHAUMBURG, IL 12,91412.9k $421.0k $421.0k 0.10% Reduced -156 -156
41 GPS Wealth Strategies Group, LLC 0.04% of their portfolio CENTENNIAL, CO 12,55112.6k $409.2k $409.2k 0.04% Reduced -665 -665
42 Jaffetilchin Investment Partners, LLC 0.02% of their portfolio TAMPA, FL 11,99412.0k $391.0k $391.0k 0.02% Unchanged
43 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 11,54411.5k $376.3k $376.3k 0.00% Reduced -1.0k -1,019
44 Chris Bulman Inc 0.17% of their portfolio ROSEVILLE, CA 10,66610.7k $347.7k $347.7k 0.17% Reduced -2.6k -2,596
45 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 10,65110.7k $347.2k $347.2k 0.00% New
46 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 9,6889.7k $315.8k $315.8k 0.01% New
47 Sage Capital Advisors,llc 0.07% of their portfolio SIOUX FALLS, SD 9,4139.4k $306.8k $306.8k 0.07% Unchanged
48 Integrity Financial Corp /WA 0.14% of their portfolio JACKSON, WY 9,2449.2k $301.4k $301.4k 0.14% Added +8.2k +8,247
49 Gallagher Fiduciary Advisors, LLC 0.01% of their portfolio ROLLING MEADOWS, IL 9,1339.1k $297.7k $297.7k 0.01% Unchanged
50 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 8,7508.8k $285.2k $285.2k 0.01% Unchanged
51 IMG Wealth Management, Inc. 0.19% of their portfolio JACKSONVILLE, FL 8,6618.7k $282.3k $282.3k 0.19% Reduced -211 -211
52 First Heartland Consultants, Inc. 0.02% of their portfolio LAKE ST. LOUIS, MO 8,5348.5k $278.2k $278.2k 0.02% Reduced -1.8k -1,771
53 Koshinski Asset Management, Inc. 0.02% of their portfolio DECATUR, IL 8,4008.4k $273.8k $273.8k 0.02% Unchanged
54 Buck Wealth Strategies, LLC 0.04% of their portfolio DENVER, CO 8,4008.4k $273.8k $273.8k 0.04% Unchanged
55 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 8,3658.4k $272.7k $272.7k 0.01% Reduced -28.7k -28,736
56 Certified Advisory Corp 0.03% of their portfolio ALTAMONTE SPRINGS, FL 8,1688.2k $266.3k $266.3k 0.03% Unchanged
57 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 8,1348.1k $265.2k $265.2k 0.00% Reduced -118 -118
58 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 7,8507.8k $255.9k $255.9k 0.01% Unchanged
59 MN Wealth Advisors, LLC 0.13% of their portfolio OVERLAND PARK, KS 7,6507.7k $249.4k $249.4k 0.13% Unchanged
60 Creekmur Asset Management LLC 0.04% of their portfolio MORTON, IL 7,3697.4k $240.2k $240.2k 0.04% Added +15 +15
61 SageView Advisory Group, LLC 0.01% of their portfolio Newport Beach, CA 7,2707.3k $237.0k $237.0k 0.01% Unchanged
62 DHJJ Financial Advisors, Ltd. 0.08% of their portfolio NAPERVILLE, IL 7,1477.1k $233.0k $233.0k 0.08% Reduced -317 -317
63 GREAT VALLEY ADVISOR GROUP, INC. 0.00% of their portfolio WILMINGTON, DE 7,0687.1k $230.0k $230.0k 0.00% Reduced -8 -8
64 Obsidian Personal Planning Solutions LLC 0.08% of their portfolio ROCKVILLE, MD 6,7416.7k $220.6k $220.6k 0.08% Unchanged
65 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 6,6886.7k $218.0k $218.0k 0.00% Reduced -342 -342
66 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 5,8025.8k $189.1k $189.1k 0.00% Added +341 +341
67 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 3,5073.5k $114.3k $114.3k 0.00% New
68 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 3,4313.4k $111.9k $111.9k 0.00% New
69 Glen Eagle Advisors, LLC 0.01% of their portfolio KINGSTON, NJ 3,0003.0k $97.8k $97.8k 0.01% Unchanged
70 CWM, LLC 0.00% of their portfolio OMAHA, NE 2,9603.0k $96.0k $96.0k 0.00% Reduced -160 -160
71 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 2,8302.8k $92.3k $92.3k 0.00% Unchanged
72 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,8071.8k $58.9k $58.9k 0.00% Added +950 +950
73 Noble Wealth Management PBC 0.03% of their portfolio GREENWOOD VILLAGE, CO 1,7151.7k $55.9k $55.9k 0.03% First filing
74 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 1,2101.2k $39.0k $39.0k 0.00% Reduced -519 -519
75 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 1,1771.2k $38.4k $38.4k 0.00% Reduced -70 -70
76 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 1,0001.0k $32.6k $32.6k 0.00% Unchanged
77 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 806806 $26.3k $26.3k 0.00% Reduced -1.3k -1,282
78 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 350350 $11.4k $11.4k 0.00% Unchanged
79 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 44 $130 $130 0.00% Unchanged