Vault-13

FIRST TR EXCHNG TRADED FD VI MARM

VEST US EQUITY M · ETP · CUSIP 33740U612

79 institutional holders +0 vs Q3 2025
2,324,0552.3m shares reported held*
$76.9mreported value*
6 new 17 added 32 reduced 4 sold out net sold ≈ $2.1m (-63.9k 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 ≈ $33.07.

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

050100Q1 24: 11Q2 24: 81Q3 24: 86Q4 24: 80Q1 25: 80Q2 25: 83Q3 25: 79Q4 25: 7979Q1 24Q3 24Q1 25Q3 25Q4 25
Numbers
QuarterHolders
Q1 202411
Q2 202481
Q3 202486
Q4 202480
Q1 202580
Q2 202583
Q3 202579
Q4 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 outQ4 24: 15 bought or addedQ4 24: 46 cut or sold outQ4 24Q1 25: 31 bought or addedQ1 25: 38 cut or sold outQ2 25: 32 bought or addedQ2 25: 36 cut or sold outQ2 25Q3 25: 23 bought or addedQ3 25: 38 cut or sold outQ4 25: 23 bought or addedQ4 25: 36 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q2 2024753
Q3 20243634
Q4 20241546
Q1 20253138
Q2 20253236
Q3 20252338
Q4 20252336

Biggest buyers

Mariner, LLC Added +36,880+36.9k
OLD MISSION CAPITAL LLC Added +23,603+23.6k
Merit Financial Group, LLC New +7,811+7.8k
Arkadios Wealth Advisors Added +6,982+7.0k
RAYMOND JAMES FINANCIAL INC New +6,797+6.8k
StoneX Group Inc. New +6,249+6.2k
EVOLUTION WEALTH MANAGEMENT INC. New +5,626+5.6k
AE Wealth Management LLC Added +5,475+5.5k
IFP Advisors, Inc Added +2,850+2.9k
GOLDMAN SACHS GROUP INC Added +2,378+2.4k

Biggest sellers

PARK AVENUE SECURITIES LLC Reduced -26,222-26.2k
Capasso Planning Partners LLC Reduced -23,878-23.9k
Kestra Advisory Services, LLC Reduced -22,556-22.6k
JPMORGAN CHASE & CO Reduced -16,441-16.4k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -12,611-12.6k
GPS Wealth Strategies Group, LLC Sold out -12,551-12.6k
HARBOUR INVESTMENTS, INC. Reduced -8,308-8.3k
LifeWealth Investments, LLC Reduced -7,188-7.2k
Anfield Capital Management, LLC Reduced -6,957-7.0k
IMG Wealth Management, Inc. Reduced -4,243-4.2k

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, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Ignite Planners, LLC 1.40% of their portfolio SAN CLEMENTE, CA 274,677274.7k $9.1m $9.1m 1.40% Unchanged
2 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 194,477194.5k $6.4m $6.4m 0.01% Reduced -12.6k -12,611
3 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 177,495177.5k $5.9m $5.9m 0.00% Added +1.1k +1,149
4 Brookstone Capital Management 0.04% of their portfolio WHEATON, IL 117,240117.2k $3.9m $3.9m 0.04% Added +2.3k +2,270
5 PRECEDENT WEALTH PARTNERS, LLC 0.69% of their portfolio HOUSTON, TX 99,80999.8k $3.3m $3.3m 0.69% Reduced -913 -913
6 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 90,93490.9k $3.0m $3.0m 0.00% Reduced -2.7k -2,675
7 Coppell Advisory Solutions LLC 0.29% of their portfolio COPPELL, TX 89,34589.3k $3.0m $3.0m 0.29% Reduced -1.6k -1,573
8 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 65,12965.1k $2.2m $2.2m 0.00% Added +112 +112
9 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 60,06860.1k $2.0m $2.0m 0.01% Added +555 +555
10 Mariner, LLC 0.00% of their portfolio Overland Park, KS 54,06754.1k $1.8m $1.8m 0.00% Added +36.9k +36,880
11 Triad Wealth Partners, LLC 0.16% of their portfolio LAWRENCE, KS 51,61051.6k $1.7m $1.7m 0.16% Added +1.9k +1,911
12 KINGSWOOD WEALTH ADVISORS, LLC 0.08% of their portfolio SAN DIEGO, CA 47,96448.0k $1.6m $1.6m 0.08% Reduced -1.2k -1,187
13 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 46,82346.8k $1.5m $1.5m 0.01% Reduced -22.6k -22,556
14 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 43,00743.0k $1.4m $1.4m 0.00% Reduced -10 -10
15 Madrona Financial Services, LLC 0.29% of their portfolio EVERETT, WA 41,18241.2k $1.4m $1.4m 0.29% Unchanged
16 Cresset Asset Management, LLC 0.01% of their portfolio Chicago, IL 40,80540.8k $1.3m $1.3m 0.01% Unchanged
17 Legacy Edge Advisors, LLC 0.14% of their portfolio SYOSSET, NY 39,53139.5k $1.3m $1.3m 0.14% Added +1.3k +1,348
18 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 39,40539.4k $1.3m $1.3m 0.00% Unchanged
19 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 38,77538.8k $1.3m $1.3m 0.01% Added +1.9k +1,859
20 Capasso Planning Partners LLC 0.69% of their portfolio CHARLESTON, SC 37,79837.8k $1.2m $1.2m 0.69% Reduced -23.9k -23,878
21 Main Street Financial Solutions, LLC 0.09% of their portfolio NEWTOWN, PA 36,81236.8k $1.2m $1.2m 0.09% Unchanged
22 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 36,09136.1k $1.2m $1.2m 0.00% Reduced -1.5k -1,514
23 OLD MISSION CAPITAL LLC 0.04% of their portfolio CHICAGO, IL 33,29133.3k $1.1m $1.1m 0.04% Added +23.6k +23,603
24 Mutual Advisors, LLC 0.02% of their portfolio OMAHA, NE 33,10333.1k $1.1m $1.1m 0.02% Added +316 +316
25 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 25,00025.0k $826.4k $826.4k 0.00% Added +2.4k +2,378
26 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 24,51224.5k $810.2k $810.2k 0.02% Reduced -8.3k -8,308
27 Anfield Capital Management, LLC 0.24% of their portfolio IRVINE, CA 23,17723.2k $766.1k $766.1k 0.24% Reduced -7.0k -6,957
28 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 22,39922.4k $740.0k $740.0k 0.01% Reduced -26.2k -26,222
29 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 21,49621.5k $711.0k $711.0k 0.00% Reduced -4.1k -4,083
30 Clear Creek Financial Management, LLC 0.05% of their portfolio SILVERDALE, WA 20,23120.2k $668.7k $668.7k 0.05% Reduced -2.5k -2,495
31 Global Assets Advisory, LLC 0.19% of their portfolio ORLANDO, FL 19,87519.9k $657.0k $657.0k 0.19% Reduced -337 -337
32 Foguth Wealth Management, LLC. 0.10% of their portfolio BRIGHTON, MI 19,44619.4k $642.9k $642.9k 0.10% First filing
33 UPTICK PARTNERS, LLC 0.13% of their portfolio NACOGDOCHES, TX 18,46018.5k $610.2k $610.2k 0.13% Unchanged
34 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 17,01917.0k $562.6k $562.6k 0.00% Added +5.5k +5,475
35 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 16,44116.4k $543.5k $543.5k 0.00% Reduced -16.4k -16,441
36 Triumph Capital Management 0.12% of their portfolio DENVER, CO 16,38316.4k $541.5k $541.5k 0.12% Reduced -2.2k -2,212
37 Syntegra Private Wealth Group, LLC 0.05% of their portfolio Chesterfield, MO 14,92114.9k $493.2k $493.2k 0.05% Unchanged
38 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 14,83214.8k $490.3k $490.3k 0.01% Added +7.0k +6,982
39 Apollon Wealth Management, LLC 0.01% of their portfolio MOUNT PLEASANT, SC 14,61914.6k $483.2k $483.2k 0.01% Reduced -3.9k -3,906
40 Gerber Kawasaki Wealth & Investment Management 0.02% of their portfolio SANTA MONICA, CA 14,61714.6k $483.2k $483.2k 0.02% Unchanged
41 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 12,47112.5k $412.2k $412.2k 0.00% Added +1.8k +1,820
42 Jaffetilchin Investment Partners, LLC 0.02% of their portfolio TAMPA, FL 11,99412.0k $396.5k $396.5k 0.02% Unchanged
43 WORLD EQUITY GROUP, INC. 0.10% of their portfolio SCHAUMBURG, IL 11,36911.4k $375.8k $375.8k 0.10% Reduced -1.5k -1,545
44 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 11,21511.2k $370.7k $370.7k 0.01% Added +2.9k +2,850
45 Chris Bulman Inc 0.15% of their portfolio ROSEVILLE, CA 10,04210.0k $331.9k $331.9k 0.15% Reduced -624 -624
46 Gallagher Fiduciary Advisors, LLC 0.01% of their portfolio ROLLING MEADOWS, IL 9,1339.1k $301.9k $301.9k 0.01% Unchanged
47 Integrity Financial Corp /WA 0.15% of their portfolio JACKSON, WY 8,8548.9k $292.7k $292.7k 0.15% Reduced -390 -390
48 First Heartland Consultants, Inc. 0.02% of their portfolio LAKE ST. LOUIS, MO 8,5348.5k $282.1k $282.1k 0.02% Unchanged
49 Buck Wealth Strategies, LLC 0.04% of their portfolio DENVER, CO 8,4008.4k $277.7k $277.7k 0.04% Unchanged
50 SageGuard Financial Group, LLC 0.04% of their portfolio GOODLETTSVILLE, TN 8,2298.2k $272.0k $272.0k 0.04% First filing
51 Certified Advisory Corp 0.02% of their portfolio ALTAMONTE SPRINGS, FL 8,1688.2k $270.0k $270.0k 0.02% Unchanged
52 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 8,1648.2k $269.9k $269.9k 0.00% Added +30 +30
53 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 7,9708.0k $263.4k $263.4k 0.01% Reduced -780 -780
54 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 7,8117.8k $258.2k $258.2k 0.00% New
55 MN Wealth Advisors, LLC 0.13% of their portfolio OVERLAND PARK, KS 7,6507.7k $252.9k $252.9k 0.13% Unchanged
56 SageView Advisory Group, LLC 0.01% of their portfolio Newport Beach, CA 7,2707.3k $240.3k $240.3k 0.01% Unchanged
57 LifeWealth Investments, LLC 0.08% of their portfolio WINTER GARDEN, FL 7,1887.2k $237.6k $237.6k 0.08% Reduced -7.2k -7,188
58 DHJJ Financial Advisors, Ltd. 0.08% of their portfolio NAPERVILLE, IL 7,1477.1k $236.2k $236.2k 0.08% Unchanged
59 GREAT VALLEY ADVISOR GROUP, INC. 0.00% of their portfolio WILMINGTON, DE 7,0607.1k $233.0k $233.0k 0.00% Reduced -8 -8
60 Koshinski Asset Management, Inc. 0.02% of their portfolio DECATUR, IL 7,0507.0k $233.0k $233.0k 0.02% Reduced -1.4k -1,350
61 Sage Capital Advisors,llc 0.05% of their portfolio SIOUX FALLS, SD 6,8396.8k $226.1k $226.1k 0.05% Reduced -2.6k -2,574
62 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 6,7976.8k $224.7k $224.7k 0.00% New
63 StoneX Group Inc. 0.01% of their portfolio NEW YORK, NY 6,2496.2k $206.6k $206.6k 0.01% New
64 EVOLUTION WEALTH MANAGEMENT INC. 0.15% of their portfolio FORT MYERS, FL 5,6265.6k $186.0k $186.0k 0.15% New
65 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 5,0795.1k $167.9k $167.9k 0.00% Reduced -723 -723
66 IMG Wealth Management, Inc. 0.09% of their portfolio JACKSONVILLE, FL 4,4184.4k $146.0k $146.0k 0.09% Reduced -4.2k -4,243
67 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 3,9483.9k $130.5k $130.5k 0.00% Reduced -2.7k -2,740
68 Glen Eagle Advisors, LLC 0.01% of their portfolio KINGSTON, NJ 3,0003.0k $99.2k $99.2k 0.01% Unchanged
69 CWM, LLC 0.00% of their portfolio OMAHA, NE 2,9603.0k $98.0k $98.0k 0.00% Unchanged
70 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 2,8302.8k $93.5k $93.5k 0.00% Unchanged
71 Noble Wealth Management PBC 0.03% of their portfolio GREENWOOD VILLAGE, CO 1,7151.7k $56.7k $56.7k 0.03% Unchanged
72 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 1,4311.4k $47.3k $47.3k 0.00% Reduced -2.0k -2,000
73 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 1,2101.2k $40.0k $40.0k 0.00% Unchanged
74 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,0781.1k $35.6k $35.6k 0.00% Reduced -729 -729
75 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 968968 $32.0k $32.0k 0.00% Added +162 +162
76 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 726726 $24.0k $24.0k 0.00% New
77 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 316316 $10.4k $10.4k 0.00% Reduced -861 -861
78 Pinnacle Wealth Planning Services, Inc. 0.00% of their portfolio MANSFIELD, OH 276276 $9.1k $9.1k 0.00% New
79 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 44 $132 $132 0.00% Unchanged