Vault-13

FIRST TR EXCHNG TRADED FD VI MARM

VEST US EQUITY M · ETP · CUSIP 33740U612

76 institutional holders -3 vs Q4 2025
1,916,8601.9m shares reported held*
$64.2mreported value*
7 new 10 added 37 reduced 9 sold out net sold ≈ $13.6m (-405.8k 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 ≈ $33.49.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

050100Q1 24: 11Q2 24: 81Q3 24: 86Q4 24: 80Q1 25: 80Q2 25: 83Q3 25: 79Q4 25: 79Q1 26: 7676Q1 24Q3 24Q1 25Q3 25Q1 26
Numbers
QuarterHolders
Q1 202411
Q2 202481
Q3 202486
Q4 202480
Q1 202580
Q2 202583
Q3 202579
Q4 202579
Q1 202676

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 outQ3 24: 36 bought or addedQ3 24: 34 cut or sold outQ3 24Q4 24: 15 bought or addedQ4 24: 46 cut or sold outQ1 25: 31 bought or addedQ1 25: 38 cut or sold outQ1 25Q2 25: 32 bought or addedQ2 25: 36 cut or sold outQ3 25: 23 bought or addedQ3 25: 38 cut or sold outQ3 25Q4 25: 23 bought or addedQ4 25: 36 cut or sold outQ1 26: 17 bought or addedQ1 26: 46 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024753
Q3 20243634
Q4 20241546
Q1 20253138
Q2 20253236
Q3 20252338
Q4 20252336
Q1 20261746

Biggest buyers

Kestra Advisory Services, LLC Added +39,630+39.6k
JANE STREET GROUP, LLC New +21,649+21.6k
Madrona Financial Services, LLC Added +10,640+10.6k
Prasad Wealth Partners, LLC New +8,900+8.9k
VICTORY FINANCIAL GROUP, LLC New +7,770+7.8k
Creative Planning New +7,270+7.3k
CITADEL ADVISORS LLC New +6,395+6.4k
Gallagher Fiduciary Advisors, LLC Added +6,177+6.2k
OSAIC HOLDINGS, INC. Added +5,226+5.2k
COMMONWEALTH EQUITY SERVICES, LLC Added +4,105+4.1k

Biggest sellers

FIRST TRUST ADVISORS LP Sold out -177,495-177.5k
PRECEDENT WEALTH PARTNERS, LLC Sold out -99,809-99.8k
Coppell Advisory Solutions LLC Sold out -89,345-89.3k
GOLDMAN SACHS GROUP INC Sold out -25,000-25.0k
PARK AVENUE SECURITIES LLC Sold out -22,399-22.4k
Global Assets Advisory, LLC Sold out -19,875-19.9k
Cetera Investment Advisers Reduced -12,533-12.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -12,471-12.5k
OLD MISSION CAPITAL LLC Reduced -11,401-11.4k
JPMORGAN CHASE & CO Reduced -10,796-10.8k

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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Ignite Planners, LLC 1.41% of their portfolio SAN CLEMENTE, CA 272,928272.9k $9.1m $9.1m 1.41% Reduced -1.7k -1,749
2 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 198,582198.6k $6.6m $6.6m 0.01% Added +4.1k +4,105
3 Brookstone Capital Management 0.04% of their portfolio WHEATON, IL 113,081113.1k $3.8m $3.8m 0.04% Reduced -4.2k -4,159
4 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 86,45386.5k $2.9m $2.9m 0.01% Added +39.6k +39,630
5 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 78,40178.4k $2.6m $2.6m 0.00% Reduced -12.5k -12,533
6 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 65,26465.3k $2.2m $2.2m 0.00% Added +135 +135
7 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 55,80555.8k $1.9m $1.9m 0.01% Reduced -4.3k -4,263
8 Madrona Financial Services, LLC 0.38% of their portfolio EVERETT, WA 51,82251.8k $1.7m $1.7m 0.38% Added +10.6k +10,640
9 Mariner, LLC 0.00% of their portfolio Overland Park, KS 50,45750.5k $1.7m $1.7m 0.00% Reduced -3.6k -3,610
10 Triad Wealth Partners, LLC 0.13% of their portfolio LAWRENCE, KS 49,27049.3k $1.6m $1.6m 0.13% Reduced -2.3k -2,340
11 KINGSWOOD WEALTH ADVISORS, LLC 0.07% of their portfolio SAN DIEGO, CA 44,71144.7k $1.5m $1.5m 0.07% Reduced -3.3k -3,253
12 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 42,85442.9k $1.4m $1.4m 0.00% Reduced -153 -153
13 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 41,31741.3k $1.4m $1.4m 0.00% Added +5.2k +5,226
14 Cresset Asset Management, LLC 0.01% of their portfolio Chicago, IL 40,80540.8k $1.4m $1.4m 0.01% Unchanged
15 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 39,40539.4k $1.3m $1.3m 0.00% Unchanged
16 Capasso Planning Partners LLC 0.68% of their portfolio CHARLESTON, SC 37,79837.8k $1.3m $1.3m 0.68% Unchanged
17 Legacy Edge Advisors, LLC 0.13% of their portfolio SYOSSET, NY 37,63837.6k $1.3m $1.3m 0.13% Reduced -1.9k -1,893
18 Main Street Financial Solutions, LLC 0.09% of their portfolio NEWTOWN, PA 36,21236.2k $1.2m $1.2m 0.09% Reduced -600 -600
19 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 35,16535.2k $1.2m $1.2m 0.01% Reduced -3.6k -3,610
20 Mutual Advisors, LLC 0.02% of their portfolio OMAHA, NE 33,00333.0k $1.1m $1.1m 0.02% Reduced -100 -100
21 Anfield Capital Management, LLC 0.21% of their portfolio IRVINE, CA 22,98823.0k $769.6k $769.6k 0.21% Reduced -189 -189
22 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 22,42422.4k $751.0k $751.0k 0.00% Added +928 +928
23 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 21,89021.9k $732.9k $732.9k 0.02% Reduced -11.4k -11,401
24 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 21,64921.6k $724.8k $724.8k 0.00% New
25 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 20,42420.4k $683.8k $683.8k 0.01% Reduced -4.1k -4,088
26 UPTICK PARTNERS, LLC 0.13% of their portfolio NACOGDOCHES, TX 18,91018.9k $633.1k $633.1k 0.13% Added +450 +450
27 Clear Creek Financial Management, LLC 0.04% of their portfolio SILVERDALE, WA 17,33117.3k $580.2k $580.2k 0.04% Reduced -2.9k -2,900
28 Foguth Wealth Management, LLC. 0.07% of their portfolio BRIGHTON, MI 16,62916.6k $567.9k $567.9k 0.07% Reduced -2.8k -2,817
29 Apollon Wealth Management, LLC 0.01% of their portfolio MOUNT PLEASANT, SC 16,11116.1k $539.4k $539.4k 0.01% Added +1.5k +1,492
30 Triumph Capital Management 0.11% of their portfolio DENVER, CO 15,78315.8k $528.4k $528.4k 0.11% Reduced -600 -600
31 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 15,57415.6k $521.4k $521.4k 0.00% Reduced -1.4k -1,445
32 Gallagher Fiduciary Advisors, LLC 0.02% of their portfolio ROLLING MEADOWS, IL 15,31015.3k $512.6k $512.6k 0.02% Added +6.2k +6,177
33 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 13,68213.7k $458.1k $458.1k 0.01% Reduced -1.1k -1,150
34 Jaffetilchin Investment Partners, LLC 0.02% of their portfolio TAMPA, FL 11,99412.0k $401.6k $401.6k 0.02% Unchanged
35 Syntegra Private Wealth Group, LLC 0.04% of their portfolio Chesterfield, MO 11,95312.0k $400.2k $400.2k 0.04% Reduced -3.0k -2,968
36 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 11,21511.2k $375.5k $375.5k 0.01% Unchanged
37 WORLD EQUITY GROUP, INC. 0.09% of their portfolio SCHAUMBURG, IL 10,83310.8k $362.7k $362.7k 0.09% Reduced -536 -536
38 Chris Bulman Inc 0.14% of their portfolio ROSEVILLE, CA 9,5309.5k $319.1k $319.1k 0.14% Reduced -512 -512
39 Gerber Kawasaki Wealth & Investment Management 0.01% of their portfolio SANTA MONICA, CA 9,4509.4k $316.4k $316.4k 0.01% Reduced -5.2k -5,167
40 Prasad Wealth Partners, LLC 0.08% of their portfolio INDEPENDENCE, OH 8,9008.9k $298.0k $298.0k 0.08% New
41 Integrity Financial Corp /WA 0.15% of their portfolio JACKSON, WY 8,7798.8k $293.9k $293.9k 0.15% Reduced -75 -75
42 Buck Wealth Strategies, LLC 0.03% of their portfolio DENVER, CO 8,4008.4k $281.2k $281.2k 0.03% Unchanged
43 Certified Advisory Corp 0.02% of their portfolio ALTAMONTE SPRINGS, FL 8,1688.2k $273.5k $273.5k 0.02% Unchanged
44 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 8,1648.2k $273.3k $273.3k 0.00% Unchanged
45 First Heartland Consultants, Inc. 0.02% of their portfolio LAKE ST. LOUIS, MO 8,0978.1k $271.1k $271.1k 0.02% Reduced -437 -437
46 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 7,9708.0k $266.8k $266.8k 0.01% Unchanged
47 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 7,8117.8k $261.5k $261.5k 0.00% Unchanged
48 VICTORY FINANCIAL GROUP, LLC 0.03% of their portfolio AUSTIN, TX 7,7707.8k $260.1k $260.1k 0.03% New
49 MN Wealth Advisors, LLC 0.12% of their portfolio OVERLAND PARK, KS 7,6507.7k $256.1k $256.1k 0.12% Unchanged
50 StoneX Group Inc. 0.01% of their portfolio NEW YORK, NY 7,5057.5k $251.3k $251.3k 0.01% Added +1.3k +1,256
51 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 7,2707.3k $243.4k $243.4k 0.00% New
52 SageView Advisory Group, LLC 0.01% of their portfolio Newport Beach, CA 7,2707.3k $243.4k $243.4k 0.01% Unchanged
53 SageGuard Financial Group, LLC 0.04% of their portfolio GOODLETTSVILLE, TN 7,1947.2k $240.9k $240.9k 0.04% Reduced -1.0k -1,035
54 DHJJ Financial Advisors, Ltd. 0.08% of their portfolio NAPERVILLE, IL 7,1477.1k $239.3k $239.3k 0.08% Unchanged
55 Koshinski Asset Management, Inc. 0.01% of their portfolio DECATUR, IL 7,0507.0k $236.0k $236.0k 0.01% Unchanged
56 Sage Capital Advisors,llc 0.05% of their portfolio SIOUX FALLS, SD 6,8396.8k $229.0k $229.0k 0.05% Unchanged
57 GREAT VALLEY ADVISOR GROUP, INC. 0.00% of their portfolio WILMINGTON, DE 6,7606.8k $226.0k $226.0k 0.00% Reduced -300 -300
58 LifeWealth Investments, LLC 0.07% of their portfolio WINTER GARDEN, FL 6,5346.5k $218.8k $218.8k 0.07% Reduced -654 -654
59 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 6,3956.4k $214.1k $214.1k 0.00% New
60 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 6,3606.4k $212.9k $212.9k 0.00% Reduced -437 -437
61 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 5,6455.6k $188.0k $188.0k 0.00% Reduced -10.8k -10,796
62 EVOLUTION WEALTH MANAGEMENT INC. 0.14% of their portfolio FORT MYERS, FL 5,5515.6k $185.8k $185.8k 0.14% Reduced -75 -75
63 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 4,8794.9k $163.3k $163.3k 0.00% Reduced -200 -200
64 IMG Wealth Management, Inc. 0.09% of their portfolio JACKSONVILLE, FL 4,1874.2k $140.2k $140.2k 0.09% Reduced -231 -231
65 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 3,9483.9k $132.2k $132.2k 0.00% Unchanged
66 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 3,4773.5k $116.4k $116.4k 0.00% New
67 TopTier Wealth Management, LLC 0.07% of their portfolio MUSKEGO, WI 3,4753.5k $116.3k $116.3k 0.07% New
68 Glen Eagle Advisors, LLC 0.01% of their portfolio KINGSTON, NJ 3,0003.0k $100.4k $100.4k 0.01% Unchanged
69 CWM, LLC 0.00% of their portfolio OMAHA, NE 2,9603.0k $99.1k $99.1k 0.00% Unchanged
70 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 2,8302.8k $94.7k $94.7k 0.00% Unchanged
71 Noble Wealth Management PBC 0.03% of their portfolio GREENWOOD VILLAGE, CO 1,7151.7k $57.4k $57.4k 0.03% Unchanged
72 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 1,2101.2k $41.0k $41.0k 0.00% Unchanged
73 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 958958 $32.1k $32.1k 0.00% Reduced -10 -10
74 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 295295 $9.9k $9.9k 0.00% Reduced -21 -21
75 Pinnacle Wealth Planning Services, Inc. 0.00% of their portfolio MANSFIELD, OH 4242 $1.4k $1.4k 0.00% Reduced -234 -234
76 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 44 $134 $134 0.00% Unchanged