Vault-13

FIRST TR EXCHNG TRADED FD VI MARM

VEST US EQUITY M · ETP · CUSIP 33740U612

75 institutional holders -1 vs Q1 2026
1,888,1331.9m shares reported held*
$65.0mreported value*
10 new 11 added 33 reduced 8 sold out net bought ≈ $314.5k (+9.2k 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 ≈ $34.43.

Trends to Q2 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: 76Q2 26: 7575Q1 24Q3 24Q1 25Q3 25Q1 26Q2 26
Numbers
QuarterHolders
Q1 202411
Q2 202481
Q3 202486
Q4 202480
Q1 202580
Q2 202583
Q3 202579
Q4 202579
Q1 202676
Q2 202675

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q3 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 25Q1 26: 17 bought or addedQ1 26: 46 cut or sold outQ2 26: 21 bought or addedQ2 26: 41 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20243634
Q4 20241546
Q1 20253138
Q2 20253236
Q3 20252338
Q4 20252336
Q1 20261746
Q2 20262141

Biggest buyers

SUSQUEHANNA INTERNATIONAL GROUP, LLP New +38,343+38.3k
Summit Financial, LLC New +18,269+18.3k
Global Assets Advisory, LLC New +18,107+18.1k
Climber Capital SA New +13,798+13.8k
Ameritas Advisory Services, LLC New +12,534+12.5k
Brookstone Capital Management Added +10,598+10.6k
Coppell Advisory Solutions LLC New +10,015+10.0k
LVZ, Inc. New +7,373+7.4k
PRECEDENT WEALTH PARTNERS, LLC New +5,972+6.0k
OSAIC HOLDINGS, INC. Added +3,322+3.3k

Biggest sellers

OLD MISSION CAPITAL LLC Sold out -21,890-21.9k
JANE STREET GROUP, LLC Sold out -21,649-21.6k
Kestra Advisory Services, LLC Reduced -17,375-17.4k
CAPTRUST FINANCIAL ADVISORS Reduced -9,684-9.7k
Triad Wealth Partners, LLC Reduced -9,361-9.4k
CITADEL ADVISORS LLC Sold out -6,395-6.4k
RAYMOND JAMES FINANCIAL INC Sold out -6,360-6.4k
Cambridge Investment Research Advisors, Inc. Reduced -5,001-5.0k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -4,767-4.8k
BARCLAYS PLC Reduced -4,473-4.5k

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, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Ignite Planners, LLC 1.28% of their portfolio SAN CLEMENTE, CA 272,928272.9k $9.3m $9.3m 1.28% Unchanged
2 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 193,815193.8k $6.6m $6.6m 0.01% Reduced -4.8k -4,767
3 Brookstone Capital Management 0.04% of their portfolio WHEATON, IL 123,679123.7k $4.2m $4.2m 0.04% Added +10.6k +10,598
4 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 74,74074.7k $2.6m $2.6m 0.00% Reduced -3.7k -3,661
5 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 69,07869.1k $2.4m $2.4m 0.01% Reduced -17.4k -17,375
6 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 56,54056.5k $1.9m $1.9m 0.01% Added +735 +735
7 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 55,58055.6k $1.9m $1.9m 0.00% Reduced -9.7k -9,684
8 Mariner, LLC 0.00% of their portfolio Overland Park, KS 52,55252.6k $1.8m $1.8m 0.00% Added +2.1k +2,095
9 Madrona Financial Services, LLC 0.33% of their portfolio EVERETT, WA 51,82251.8k $1.8m $1.8m 0.33% Unchanged
10 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 44,63944.6k $1.5m $1.5m 0.00% Added +3.3k +3,322
11 KINGSWOOD WEALTH ADVISORS, LLC 0.06% of their portfolio SAN DIEGO, CA 44,25944.3k $1.5m $1.5m 0.06% Reduced -452 -452
12 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 40,71540.7k $1.4m $1.4m 0.00% Reduced -2.1k -2,139
13 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 39,94939.9k $1.4m $1.4m 0.00% Reduced -856 -856
14 Triad Wealth Partners, LLC 0.08% of their portfolio LAWRENCE, KS 39,90939.9k $1.4m $1.4m 0.08% Reduced -9.4k -9,361
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 0.67% of their portfolio CHARLESTON, SC 39,17039.2k $1.3m $1.3m 0.67% Added +1.4k +1,372
17 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 38,34338.3k $1.3m $1.3m 0.00% New
18 Main Street Financial Solutions, LLC 0.08% of their portfolio NEWTOWN, PA 36,21236.2k $1.2m $1.2m 0.08% Unchanged
19 Legacy Edge Advisors, LLC 0.11% of their portfolio SYOSSET, NY 34,20134.2k $1.2m $1.2m 0.11% Reduced -3.4k -3,437
20 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 33,92733.9k $1.2m $1.2m 0.01% Reduced -1.2k -1,238
21 Mutual Advisors, LLC 0.02% of their portfolio OMAHA, NE 31,47831.5k $1.1m $1.1m 0.02% Reduced -1.5k -1,525
22 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 22,24622.2k $759.3k $759.3k 0.01% Added +1.8k +1,822
23 UPTICK PARTNERS, LLC 0.10% of their portfolio NACOGDOCHES, TX 18,35618.4k $626.5k $626.5k 0.10% Reduced -554 -554
24 Summit Financial, LLC 0.01% of their portfolio PARSIPPANY, NJ 18,26918.3k $623.5k $623.5k 0.01% New
25 Global Assets Advisory, LLC 0.13% of their portfolio ORLANDO, FL 18,10718.1k $618.4k $618.4k 0.13% New
26 Clear Creek Financial Management, LLC 0.04% of their portfolio SILVERDALE, WA 17,62117.6k $601.4k $601.4k 0.04% Added +290 +290
27 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 17,42317.4k $595.0k $595.0k 0.00% Reduced -5.0k -5,001
28 Foguth Wealth Management, LLC. 0.06% of their portfolio BRIGHTON, MI 16,62916.6k $569.0k $569.0k 0.06% Unchanged
29 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 16,01716.0k $546.7k $546.7k 0.00% Added +443 +443
30 Triumph Capital Management 0.10% of their portfolio DENVER, CO 15,67415.7k $535.0k $535.0k 0.10% Reduced -109 -109
31 Apollon Wealth Management, LLC 0.01% of their portfolio MOUNT PLEASANT, SC 15,51115.5k $529.4k $529.4k 0.01% Reduced -600 -600
32 Gallagher Fiduciary Advisors, LLC 0.02% of their portfolio ROLLING MEADOWS, IL 15,31015.3k $522.5k $522.5k 0.02% Unchanged
33 Climber Capital SA 0.29% of their portfolio NYON, V8 13,79813.8k $470.0k $470.0k 0.29% New
34 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 13,68213.7k $467.0k $467.0k 0.01% Unchanged
35 Ameritas Advisory Services, LLC 0.01% of their portfolio Lincoln, NE 12,53412.5k $427.8k $427.8k 0.01% New
36 Syntegra Private Wealth Group, LLC 0.03% of their portfolio Chesterfield, MO 11,95312.0k $408.0k $408.0k 0.03% Unchanged
37 WORLD EQUITY GROUP, INC. 0.08% of their portfolio SCHAUMBURG, IL 10,07310.1k $343.8k $343.8k 0.08% Reduced -760 -760
38 Coppell Advisory Solutions LLC 0.08% of their portfolio COPPELL, TX 10,01510.0k $900.1k $900.1k 0.08% New
39 StoneX Group Inc. 0.01% of their portfolio NEW YORK, NY 9,5259.5k $325.1k $325.1k 0.01% Added +2.0k +2,020
40 Gerber Kawasaki Wealth & Investment Management 0.01% of their portfolio SANTA MONICA, CA 9,4509.4k $322.5k $322.5k 0.01% Unchanged
41 Chris Bulman Inc 0.12% of their portfolio ROSEVILLE, CA 9,3829.4k $320.2k $320.2k 0.12% Reduced -148 -148
42 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 9,1809.2k $313.3k $313.3k 0.01% Reduced -2.0k -2,035
43 Prasad Wealth Partners, LLC 0.07% of their portfolio INDEPENDENCE, OH 8,9008.9k $303.8k $303.8k 0.07% Unchanged
44 Certified Advisory Corp 0.02% of their portfolio ALTAMONTE SPRINGS, FL 8,1688.2k $278.8k $278.8k 0.02% Unchanged
45 First Heartland Consultants, Inc. 0.02% of their portfolio LAKE ST. LOUIS, MO 8,0978.1k $276.4k $276.4k 0.02% Unchanged
46 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 8,0738.1k $275.5k $275.5k 0.00% Added +262 +262
47 INDEPENDENT FINANCIAL GROUP, LLC 0.00% of their portfolio SAN DIEGO, CA 7,8267.8k $267.1k $267.1k 0.00% Reduced -144 -144
48 VICTORY FINANCIAL GROUP, LLC 0.03% of their portfolio AUSTIN, TX 7,7707.8k $265.2k $265.2k 0.03% Unchanged
49 MN Wealth Advisors, LLC 0.11% of their portfolio OVERLAND PARK, KS 7,6507.7k $261.1k $261.1k 0.11% Unchanged
50 Integrity Financial Corp /WA 0.12% of their portfolio JACKSON, WY 7,6317.6k $260.5k $260.5k 0.12% Reduced -1.1k -1,148
51 Buck Wealth Strategies, LLC 0.03% of their portfolio DENVER, CO 7,6007.6k $259.4k $259.4k 0.03% Reduced -800 -800
52 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 7,5827.6k $258.8k $258.8k 0.00% Reduced -582 -582
53 LVZ, Inc. 0.03% of their portfolio Holland, MI 7,3737.4k $251.7k $251.7k 0.03% New
54 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 7,2427.2k $247.2k $247.2k 0.00% Reduced -28 -28
55 SageView Advisory Group, LLC 0.01% of their portfolio Newport Beach, CA 7,2427.2k $247.2k $247.2k 0.01% Reduced -28 -28
56 SageGuard Financial Group, LLC 0.03% of their portfolio GOODLETTSVILLE, TN 7,0617.1k $241.0k $241.0k 0.03% Reduced -133 -133
57 Sage Capital Advisors,llc 0.05% of their portfolio SIOUX FALLS, SD 6,8396.8k $233.4k $233.4k 0.05% Unchanged
58 DHJJ Financial Advisors, Ltd. 0.07% of their portfolio NAPERVILLE, IL 6,7996.8k $232.1k $232.1k 0.07% Reduced -348 -348
59 Koshinski Asset Management, Inc. 0.01% of their portfolio DECATUR, IL 6,7506.8k $230.4k $230.4k 0.01% Reduced -300 -300
60 GREAT VALLEY ADVISOR GROUP, INC. 0.00% of their portfolio WILMINGTON, DE 6,6006.6k $225.0k $225.0k 0.00% Reduced -160 -160
61 LifeWealth Investments, LLC 0.06% of their portfolio WINTER GARDEN, FL 6,5216.5k $222.6k $222.6k 0.06% Reduced -13 -13
62 PRECEDENT WEALTH PARTNERS, LLC 0.03% of their portfolio HOUSTON, TX 5,9726.0k $203.8k $203.8k 0.03% New
63 EVOLUTION WEALTH MANAGEMENT INC. 0.11% of their portfolio FORT MYERS, FL 5,5035.5k $187.8k $187.8k 0.11% Reduced -48 -48
64 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 3,9483.9k $134.8k $134.8k 0.00% Unchanged
65 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 3,6883.7k $125.8k $125.8k 0.00% Reduced -2.0k -1,957
66 Glen Eagle Advisors, LLC 0.01% of their portfolio KINGSTON, NJ 3,0003.0k $102.4k $102.4k 0.01% Unchanged
67 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 2,9603.0k $101.0k $101.0k 0.00% Added +130 +130
68 IMG Wealth Management, Inc. 0.06% of their portfolio JACKSONVILLE, FL 2,9462.9k $100.6k $100.6k 0.06% Reduced -1.2k -1,241
69 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,7391.7k $59.4k $59.4k 0.00% New
70 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 1,2101.2k $41.0k $41.0k 0.00% Unchanged
71 FIDUCIARY FINANCIAL ADVISORS 0.00% of their portfolio GRAND RAPIDS, MI 1,0001.0k $34.1k $34.1k 0.00% New
72 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 406406 $13.9k $13.9k 0.00% Reduced -4.5k -4,473
73 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 295295 $10.1k $10.1k 0.00% Unchanged
74 Pinnacle Wealth Planning Services, Inc. 0.00% of their portfolio MANSFIELD, OH 4242 $1.4k $1.4k 0.00% Unchanged
75 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 44 $137 $137 0.00% Unchanged