Vault-13

FIRST TR EXCHNG TRADED FD VI BUFD

FT VEST LADDERED · ETP · CUSIP 33740U703

84 institutional holders -1 vs Q3 2022
20,506,84820.5m shares reported held*
$403.7mreported value*
10 new 36 added 28 reduced 12 sold out net bought ≈ $23.4m (+1.2m 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 ≈ $19.69.

Trends to Q4 2022

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 85Q4 22: 8484Q3 22Q4 22
Numbers
QuarterHolders
Q3 202285
Q4 202284

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +574,452+574.5k
Capital Asset Advisory Services LLC New +371,027+371.0k
TRUIST FINANCIAL CORP New +300,194+300.2k
Mariner, LLC Added +273,362+273.4k
Cetera Investment Advisers Added +164,297+164.3k
Cetera Advisors LLC Added +143,848+143.8k
Cetera Advisor Networks LLC Added +98,772+98.8k
ROYAL BANK OF CANADA Added +90,410+90.4k
Private Advisor Group, LLC New +67,870+67.9k
AE Wealth Management LLC Added +62,255+62.3k

Biggest sellers

KESTRA PRIVATE WEALTH SERVICES, LLC Sold out -364,409-364.4k
Prostatis Group LLC Sold out -184,380-184.4k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -135,304-135.3k
IFP Advisors, Inc Reduced -117,839-117.8k
Santori & Peters, Inc. Reduced -85,899-85.9k
OLD MISSION CAPITAL LLC Sold out -83,564-83.6k
HARBOUR INVESTMENTS, INC. Reduced -81,452-81.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -78,981-79.0k
Atria Investments, Inc Reduced -74,435-74.4k
OSAIC HOLDINGS, INC. Reduced -57,185-57.2k

Holders, Q4 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 GW HENSSLER & ASSOCIATES LTD 5.16% of their portfolio KENNESAW, GA 3,739,3293.7m $73.6m $73.6m 5.16% Added +28.5k +28,534
2 ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio Berwyn, PA 2,982,0693.0m $58.7m $58.7m 0.03% Added +574.5k +574,452
3 OSAIC HOLDINGS, INC. 0.08% of their portfolio SCOTTSDALE, AZ 2,110,1192.1m $41.5m $41.5m 0.08% Reduced -57.2k -57,185
4 Mariner, LLC 0.07% of their portfolio Overland Park, KS 1,113,0371.1m $21.9m $21.9m 0.07% Added +273.4k +273,362
5 COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio WALTHAM, MA 845,448845.4k $16.6m $16.6m 0.04% Reduced -135.3k -135,304
6 Atria Investments, Inc 0.31% of their portfolio Charlotte, NC 778,511778.5k $15.3m $15.3m 0.31% Reduced -74.4k -74,435
7 AE Wealth Management LLC 0.11% of their portfolio TOPEKA, KS 762,018762.0k $15.0m $15.0m 0.11% Added +62.3k +62,255
8 Kestra Advisory Services, LLC 0.12% of their portfolio AUSTIN, TX 676,851676.9k $13.3m $13.3m 0.12% Added +38.0k +37,979
9 Financial Strategies Group, Inc. 3.88% of their portfolio OKEMOS, MI 474,821474.8k $9.3m $9.3m 3.88% Reduced -633 -633
10 Walkner Condon Financial Advisors LLC 2.74% of their portfolio MADISON, WI 465,621465.6k $9.2m $9.2m 2.74% Reduced -15.8k -15,844
11 Capital Asset Advisory Services LLC 0.59% of their portfolio Williamston, MI 371,027371.0k $7.4m $7.4m 0.59% New
12 Cetera Investment Advisers 0.06% of their portfolio SCHAUMBURG, IL 353,812353.8k $7.0m $7.0m 0.06% Added +164.3k +164,297
13 Santori & Peters, Inc. 4.05% of their portfolio CANONSBURG, PA 351,016351.0k $6.9m $6.9m 4.05% Reduced -85.9k -85,899
14 Financial Advocates Investment Management 0.50% of their portfolio OLYMPIA, WA 338,598338.6k $6.7m $6.7m 0.50% Added +25.6k +25,592
15 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 322,932322.9k $6.4m $6.4m 0.03% Reduced -34.8k -34,825
16 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 300,194300.2k $5.9m $5.9m 0.01% New
17 Ameritas Advisory Services, LLC 0.27% of their portfolio Lincoln, NE 291,262291.3k $5.7m $5.7m 0.27% Added +14.7k +14,659
18 Legacy Financial Group LLC 1.59% of their portfolio DES MOINES, IA 269,189269.2k $5.3m $5.3m 1.59% Added +3.3k +3,265
19 Cetera Advisors LLC 0.09% of their portfolio DENVER, CO 250,733250.7k $4.9m $4.9m 0.09% Added +143.8k +143,848
20 Integrity Financial Corp /WA 4.16% of their portfolio JACKSON, WY 221,279221.3k $4.4m $4.4m 4.16% Added +53.0k +52,986
21 IFP Advisors, Inc 0.11% of their portfolio TAMPA, FL 211,195211.2k $4.3m $4.3m 0.11% Reduced -117.8k -117,839
22 Trinity Wealth Management, LLC 2.94% of their portfolio BERWYN, PA 210,271210.3k $4.1m $4.1m 2.94% Added +4.7k +4,703
23 Cetera Advisor Networks LLC 0.03% of their portfolio EL SEGUNDO, CA 199,716199.7k $3.9m $3.9m 0.03% Added +98.8k +98,772
24 Madrona Financial Services, LLC 2.08% of their portfolio EVERETT, WA 185,034185.0k $3.6m $3.6m 2.08% Added +5.8k +5,850
25 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 157,976158.0k $3.1m $3.1m 0.02% Added +12.2k +12,219
26 HARBOUR INVESTMENTS, INC. 0.19% of their portfolio MADISON, WI 157,531157.5k $3.1m $3.1m 0.19% Reduced -81.5k -81,452
27 Arkadios Wealth Advisors 0.41% of their portfolio ATLANTA, GA 156,163156.2k $3.1m $3.1m 0.41% Added +30.5k +30,545
28 Scissortail Wealth Management, LLC 1.68% of their portfolio TULSA, OK 143,668143.7k $2.9m $2.9m 1.68% Added +10.7k +10,654
29 Foundations Investment Advisors, LLC 0.09% of their portfolio PHOENIX, AZ 110,607110.6k $2.2m $2.2m 0.09% Reduced -12.0k -12,045
30 Catalyst Wealth Management, LLC 1.92% of their portfolio ATLANTA, GA 103,453103.5k $2.0m $2.0m 1.92% First filing
31 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 92,71792.7k $1.8m $1.8m 0.00% Added +9.3k +9,306
32 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 91,94291.9k $1.8m $1.8m 0.00% Added +90.4k +90,410
33 CreativeOne Wealth, LLC 0.10% of their portfolio OVERLAND PARK, KS 89,86989.9k $1.8m $1.8m 0.10% Added +28.3k +28,286
34 Brookstone Capital Management 0.04% of their portfolio WHEATON, IL 88,73788.7k $1.8m $1.8m 0.04% Added +57.0k +57,011
35 OneDigital Investment Advisors LLC 0.05% of their portfolio OVERLAND PARK, KS 79,26779.3k $1.6m $1.6m 0.05% Added +3.8k +3,781
36 Integrated Advisors Network LLC 0.09% of their portfolio DALLAS, TX 72,69772.7k $1.4m $1.4m 0.09% Reduced -6.1k -6,053
37 Atria Wealth Solutions, Inc. 0.02% of their portfolio NEW YORK, NY 71,76371.8k $1.4m $1.4m 0.02% Reduced -375 -375
38 Mutual Advisors, LLC 0.06% of their portfolio OMAHA, NE 69,10769.1k $1.4m $1.4m 0.06% Added +18.3k +18,285
39 Private Advisor Group, LLC 0.04% of their portfolio MORRISTOWN, NJ 67,87067.9k $1.3m $1.3m 0.04% New
40 Kingsview Wealth Management, LLC 0.06% of their portfolio GRANTS PASS, OR 65,05765.1k $1.3m $1.3m 0.06% Added +6.8k +6,810
41 SYNOVUS FINANCIAL CORP 0.01% of their portfolio Columbus, GA 63,67263.7k $1.3m $1.3m 0.01% Added +52.4k +52,366
42 AVANTAX ADVISORY SERVICES, INC. 0.02% of their portfolio DALLAS, TX 61,54061.5k $1.2m $1.2m 0.02% New
43 First Heartland Consultants, Inc. 0.18% of their portfolio LAKE ST. LOUIS, MO 60,08560.1k $1.2m $1.2m 0.18% Added +10.6k +10,564
44 Capital Analysts, LLC 0.07% of their portfolio FORT WASHINGTON, PA 57,55357.6k $1.1m $1.1m 0.07% Reduced -27.6k -27,569
45 Claro Advisors Inc. 0.37% of their portfolio BOSTON, MA 57,21957.2k $1.1m $1.1m 0.37% Added +10.7k +10,746
46 CoreCap Advisors, LLC 0.07% of their portfolio SOUTHFIELD, MI 49,35249.4k $970.8k $970.8k 0.07% Added +8.6k +8,602
47 ARQ WEALTH ADVISORS, LLC 0.61% of their portfolio SCOTTSDALE, AZ 47,13247.1k $927.1k $927.1k 0.61% Reduced -160 -160
48 FWG Holdings, LLC 0.65% of their portfolio WINTER PARK, FL 47,04447.0k $925.4k $925.4k 0.65% Reduced -47.1k -47,058
49 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 46,28846.3k $910.5k $910.5k 0.02% Added +22.9k +22,861
50 Western Wealth Management, LLC 0.09% of their portfolio GOLDEN, CO 42,66042.7k $839.1k $839.1k 0.09% Reduced -2.0k -1,998
51 Strategic Blueprint, LLC 0.10% of their portfolio ATLANTA, GA 42,60942.6k $838.1k $838.1k 0.10% Added +8.9k +8,861
52 Sigma Planning Corp 0.02% of their portfolio ANN ARBOR, MI 33,34933.3k $656.0k $656.0k 0.02% Reduced -9.5k -9,548
53 Castleview Partners, LLC 0.63% of their portfolio DALLAS, TX 33,14933.1k $652.0k $652.0k 0.63% Reduced -11 -11
54 EdgeRock Capital LLC 0.35% of their portfolio DENVER, CO 31,62031.6k $622.0k $622.0k 0.35% Added +26.9k +26,939
55 Snowden Capital Advisors LLC 0.03% of their portfolio New York, NY 31,37531.4k $617.1k $617.1k 0.03% Added +1.8k +1,800
56 Echo Wealth Management, LLC 0.58% of their portfolio PLYMOUTH, MN 27,38927.4k $547.5k $547.5k 0.58% Added +9.3k +9,259
57 CENTAURUS FINANCIAL, INC. 0.05% of their portfolio ANAHEIM, CA 26,67126.7k $525.0k $525.0k 0.05% Reduced -1.0k -1,032
58 Cambridge Advisors Inc. 0.13% of their portfolio OMAHA, NE 25,36625.4k $498.9k $498.9k 0.13% Reduced -2.7k -2,660
59 IAMS WEALTH MANAGEMENT, LLC 0.49% of their portfolio OMAHA, NE 24,33324.3k $478.6k $478.6k 0.49% First filing
60 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 22,11822.1k $435.1k $435.1k 0.00% Added +4.1k +4,146
61 Summit Wealth Partners, LLC 0.12% of their portfolio Orlando, FL 22,10022.1k $434.7k $434.7k 0.12% Reduced -4.6k -4,622
62 BENJAMIN F. EDWARDS & COMPANY, INC. 0.02% of their portfolio ST. LOUIS, MO 19,78719.8k $389.0k $389.0k 0.02% Added +13.1k +13,056
63 Family Capital Management, Inc. 0.30% of their portfolio GRAND RAPIDS, MI 18,85318.9k $370.8k $370.8k 0.30% First filing
64 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 17,91317.9k $352.0k $352.0k 0.00% Reduced -2.3k -2,275
65 KFG WEALTH MANAGEMENT, LLC 0.33% of their portfolio GRANGER, IN 16,51516.5k $324.9k $324.9k 0.33% First filing
66 Triumph Capital Management 0.16% of their portfolio DENVER, CO 15,07715.1k $296.6k $296.6k 0.16% Reduced -167 -167
67 FSB PREMIER WEALTH MANAGEMENT, INC. 0.15% of their portfolio WATERLOO, IA 14,32614.3k $281.8k $281.8k 0.15% Unchanged
68 DHJJ Financial Advisors, Ltd. 0.15% of their portfolio NAPERVILLE, IL 12,94512.9k $254.6k $254.6k 0.15% Reduced -2.0k -1,975
69 Quad-Cities Investment Group, LLC 0.18% of their portfolio DAVENPORT, IA 12,58112.6k $247.5k $247.5k 0.18% Added +1.5k +1,464
70 Alliance Wealth Advisors, LLC 0.19% of their portfolio SCRANTON, PA 11,55011.6k $227.2k $227.2k 0.19% New
71 McKinley Carter Wealth Services, Inc. 0.02% of their portfolio WHEELING, WV 10,83210.8k $213.1k $213.1k 0.02% Unchanged
72 Cooper Financial Group 0.06% of their portfolio IRVINE, CA 10,66610.7k $209.8k $209.8k 0.06% New
73 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 10,24810.2k $202.0k $202.0k 0.00% New
74 Clear Creek Financial Management, LLC 0.04% of their portfolio SILVERDALE, WA 10,00010.0k $196.7k $196.7k 0.04% New
75 EPG Wealth Management LLC 0.07% of their portfolio ATLANTA, GA 10,00010.0k $196.7k $196.7k 0.07% Unchanged
76 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.01% of their portfolio BIRMINGHAM, AL 7,8207.8k $153.8k $153.8k 0.01% Reduced -319 -319
77 MONEY CONCEPTS CAPITAL CORP 0.00% of their portfolio PALM BEACH GARDENS, FL 5,6695.7k $111.5k $111.5k 0.00% Reduced -34.3k -34,278
78 UBS Group AG 0.00% of their portfolio ZURICH, V8 3,8083.8k $74.9k $74.9k 0.00% Reduced -1.2k -1,195
79 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 1,2201.2k $24.0k $24.0k 0.00% Unchanged
80 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 765765 $15.0k $15.0k 0.00% New
81 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 748748 $14.7k $14.7k 0.00% New
82 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.00% of their portfolio BLUE BELL, PA 235235 $4.6k $4.6k 0.00% Unchanged
83 Stonebridge Capital Advisors LLC 0.00% of their portfolio ST PAUL, MN 130130 $2.6k $2.6k 0.00% Unchanged
84 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 3030 $590 $590 0.00% Reduced -62 -62