Vault-13

FIRST TR EXCHNG TRADED FD VI BUFD

FT VEST LADDERED · ETP · CUSIP 33740U703

166 institutional holders +15 vs Q3 2024
36,769,56936.8m shares reported held*
$936.6mreported value*
16 new 75 added 44 reduced 12 sold out net bought ≈ $71.7m (+2.8m 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 ($969.2k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $25.47.

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 85Q4 22: 84Q1 23: 86Q2 23: 88Q3 23: 98Q4 23: 116Q1 24: 125Q2 24: 137Q3 24: 151Q4 24: 166166Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 202285
Q4 202284
Q1 202386
Q2 202388
Q3 202398
Q4 2023116
Q1 2024125
Q2 2024137
Q3 2024151
Q4 2024166

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 23: 44 bought or addedQ1 23: 37 cut or sold outQ2 23: 48 bought or addedQ2 23: 42 cut or sold outQ2 23Q3 23: 53 bought or addedQ3 23: 42 cut or sold outQ4 23: 58 bought or addedQ4 23: 44 cut or sold outQ4 23Q1 24: 68 bought or addedQ1 24: 49 cut or sold outQ2 24: 69 bought or addedQ2 24: 55 cut or sold outQ2 24Q3 24: 87 bought or addedQ3 24: 52 cut or sold outQ4 24: 91 bought or addedQ4 24: 56 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 20234437
Q2 20234842
Q3 20235342
Q4 20235844
Q1 20246849
Q2 20246955
Q3 20248752
Q4 20249156

Biggest buyers

LPL Financial LLC Added +721,377+721.4k
OSAIC HOLDINGS, INC. Added +596,236+596.2k
Independent Advisor Alliance New +277,556+277.6k
Atlas Private Wealth Advisors New +201,562+201.6k
Coppell Advisory Solutions LLC Added +152,770+152.8k
TRUIST FINANCIAL CORP Added +140,872+140.9k
MML INVESTORS SERVICES, LLC Added +127,273+127.3k
Mariner, LLC Added +125,072+125.1k
ROYAL BANK OF CANADA Added +110,628+110.6k
COMMONWEALTH EQUITY SERVICES, LLC Added +106,644+106.6k

Biggest sellers

BRASS TAX WEALTH MANAGEMENT, INC Reduced -335,281-335.3k
Simplicity Wealth,LLC Sold out -122,277-122.3k
GW HENSSLER & ASSOCIATES LTD Reduced -45,062-45.1k
Householder Group Estate & Retirement Specialist, LLC Reduced -43,707-43.7k
ENVESTNET ASSET MANAGEMENT INC Reduced -43,067-43.1k
Centennial Wealth Advisory LLC Reduced -40,951-41.0k
First Heartland Consultants, Inc. Sold out -39,873-39.9k
Brookstone Capital Management Reduced -30,783-30.8k
AE Wealth Management LLC Reduced -27,767-27.8k
LANARK FINANCIAL, INC. Reduced -27,743-27.7k

Holders, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.06% of their portfolio FORT MILL, SC 6,248,0926.2m $159.5m $159.5m 0.06% Added +721.4k +721,377
2 GW HENSSLER & ASSOCIATES LTD 5.76% of their portfolio KENNESAW, GA 4,013,2284.0m $100.5m $100.5m 5.76% Reduced -45.1k -45,062
3 ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio Berwyn, PA 3,273,9603.3m $83.6m $83.6m 0.03% Reduced -43.1k -43,067
4 Centennial Wealth Advisory LLC 17.83% of their portfolio Traverse City, MI 1,781,2801.8m $45.5m $45.5m 17.83% Reduced -41.0k -40,951
5 OSAIC HOLDINGS, INC. 0.10% of their portfolio SCOTTSDALE, AZ 1,727,2191.7m $44.1m $44.1m 0.10% Added +596.2k +596,236
6 Creekmur Asset Management LLC 8.24% of their portfolio MORTON, IL 1,409,9271.4m $36.0m $36.0m 8.24% Added +48.9k +48,873
7 TRUIST FINANCIAL CORP 0.04% of their portfolio CHARLOTTE, NC 1,110,8941.1m $28.4m $28.4m 0.04% Added +140.9k +140,872
8 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 902,396902.4k $23.0m $23.0m 0.03% Added +106.6k +106,644
9 Cetera Investment Advisers 0.05% of their portfolio SCHAUMBURG, IL 901,700901.7k $23.0m $23.0m 0.05% Added +70.6k +70,569
10 MML INVESTORS SERVICES, LLC 0.06% of their portfolio SPRINGFIELD, MA 714,392714.4k $18.2m $18.2m 0.06% Added +127.3k +127,273
11 Capital Asset Advisory Services LLC 0.90% of their portfolio Williamston, MI 713,153713.2k $18.3m $18.3m 0.90% Added +8.8k +8,798
12 AXXCESS WEALTH MANAGEMENT, LLC 0.43% of their portfolio CARLSBAD, CA 688,504688.5k $17.6m $17.6m 0.43% Added +25.3k +25,280
13 NewEdge Advisors, LLC 0.10% of their portfolio NEW ORLEANS, LA 660,600660.6k $16.9m $16.9m 0.10% Added +63.9k +63,915
14 Brookstone Capital Management 0.25% of their portfolio WHEATON, IL 660,238660.2k $16.8m $16.8m 0.25% Reduced -30.8k -30,783
15 Cambridge Investment Research Advisors, Inc. 0.05% of their portfolio FAIRFIELD, IA 598,024598.0k $15.3m $15.3m 0.05% Reduced -16.4k -16,386
16 Coppell Advisory Solutions LLC 1.93% of their portfolio COPPELL, TX 541,090541.1k $13.8m $13.8m 1.93% Added +152.8k +152,770
17 HARBOUR INVESTMENTS, INC. 0.36% of their portfolio MADISON, WI 497,964498.0k $12.7m $12.7m 0.36% Added +101.5k +101,518
18 Stratos Wealth Partners, LTD. 0.17% of their portfolio BEACHWOOD, OH 462,269462.3k $11.8m $11.8m 0.17% Added +29.4k +29,388
19 Mariner, LLC 0.02% of their portfolio Overland Park, KS 435,090435.1k $11.1m $11.1m 0.02% Added +125.1k +125,072
20 MILESTONE ASSET MANAGEMENT, LLC 2.37% of their portfolio PITTSBURGH, PA 420,872420.9k $10.7m $10.7m 2.37% Reduced -4.3k -4,320
21 Private Advisor Group, LLC 0.06% of their portfolio MORRISTOWN, NJ 388,085388.1k $9.9m $9.9m 0.06% Reduced -10.3k -10,285
22 Santori & Peters, Inc. 3.76% of their portfolio CANONSBURG, PA 384,785384.8k $9.8m $9.8m 3.76% Added +5.7k +5,664
23 BRASS TAX WEALTH MANAGEMENT, INC 2.06% of their portfolio CINCINNATI, OH 382,935382.9k $9.8m $9.8m 2.06% Reduced -335.3k -335,281
24 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 377,600377.6k $9.6m $9.6m 0.00% Added +110.6k +110,628
25 TOWNSQUARE CAPITAL LLC 0.10% of their portfolio Lehi, UT 349,302349.3k $8.9m $8.9m 0.10% Reduced -787 -787
26 CreativeOne Wealth, LLC 0.22% of their portfolio OVERLAND PARK, KS 280,185280.2k $7.2m $7.2m 0.22% Reduced -5.5k -5,543
27 Independent Advisor Alliance 0.09% of their portfolio CHARLOTTE, NC 277,556277.6k $7.1m $7.1m 0.09% New
28 Atria Wealth Solutions, Inc. 0.07% of their portfolio NEW YORK, NY 262,112262.1k $6.7m $6.7m 0.07% Added +15.4k +15,379
29 WEDBUSH SECURITIES INC 0.24% of their portfolio PASADENA, CA 260,880260.9k $6.7m $6.7m 0.24% Reduced -4.8k -4,799
30 CWM, LLC 0.03% of their portfolio OMAHA, NE 258,740258.7k $6.6m $6.6m 0.03% Added +53.1k +53,051
31 Integrity Financial Corp /WA 3.76% of their portfolio JACKSON, WY 256,481256.5k $6.5m $6.5m 3.76% Reduced -6.3k -6,345
32 IMG Wealth Management, Inc. 5.81% of their portfolio JACKSONVILLE, FL 245,996246.0k $6.3m $6.3m 5.81% First filing
33 Envestnet Portfolio Solutions, Inc. 0.02% of their portfolio BERWYN, PA 221,899221.9k $5.7m $5.7m 0.02% Added +18.7k +18,672
34 Walkner Condon Financial Advisors LLC 1.12% of their portfolio MADISON, WI 216,209216.2k $5.5m $5.5m 1.12% Added +1.5k +1,471
35 Atlas Private Wealth Advisors 0.73% of their portfolio RED BANK, NJ 201,562201.6k $5.1m $5.1m 0.73% New
36 Advisory Services Network, LLC 0.09% of their portfolio ATLANTA, GA 187,422187.4k $4.8m $4.8m 0.09% Added +24.4k +24,364
37 Jacobi Capital Management LLC 0.34% of their portfolio PITTSTON, PA 176,800176.8k $4.5m $4.5m 0.34% Added +50.3k +50,315
38 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 155,520155.5k $4.0m $4.0m 0.02% Added +11.6k +11,594
39 SYNOVUS FINANCIAL CORP 0.05% of their portfolio Columbus, GA 146,542146.5k $3.7m $3.7m 0.05% Added +7.4k +7,404
40 Maia Wealth LLC 0.71% of their portfolio DENVER, CO 127,536127.5k $3.3m $3.3m 0.71% Reduced -24 -24
41 AVANTAX ADVISORY SERVICES, INC. 0.02% of their portfolio DALLAS, TX 126,508126.5k $3.2m $3.2m 0.02% Added +2.0k +1,995
42 Tyler-Stone Wealth Management 0.57% of their portfolio Beachwood, OH 126,416126.4k $3.2m $3.2m 0.57% Added +53.4k +53,372
43 Integrated Wealth Concepts LLC 0.03% of their portfolio WALTHAM, MA 107,348107.3k $2.7m $2.7m 0.03% Added +6.6k +6,625
44 Apollon Financial, LLC 0.66% of their portfolio MOUNT PLEASANT, SC 104,894104.9k $2.7m $2.7m 0.66% Unchanged
45 CENTAURUS FINANCIAL, INC. 0.16% of their portfolio ANAHEIM, CA 101,198101.2k $2.6m $2.6m 0.16% Added +4.9k +4,905
46 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 98,69398.7k $2.5m $2.5m 0.00% First filing
47 IFG Advisory, LLC 0.14% of their portfolio ATLANTA, GA 96,52096.5k $2.5m $2.5m 0.14% Added +1.4k +1,375
48 IAMS WEALTH MANAGEMENT, LLC 1.12% of their portfolio OMAHA, NE 96,04596.0k $2.5m $2.5m 1.12% Added +22.3k +22,255
49 Sigma Planning Corp 0.08% of their portfolio ANN ARBOR, MI 95,23195.2k $2.4m $2.4m 0.08% Added +49.9k +49,933
50 OneDigital Investment Advisors LLC 0.03% of their portfolio OVERLAND PARK, KS 89,21089.2k $2.3m $2.3m 0.03% Added +8.1k +8,073
51 Kingsview Wealth Management, LLC 0.04% of their portfolio GRANTS PASS, OR 78,45378.5k $2.0m $2.0m 0.04% Added +802 +802
52 Tradition Wealth Management, LLC 0.17% of their portfolio EDINA, MN 74,92674.9k $1.9m $1.9m 0.17% Added +1.0k +1,003
53 AE Wealth Management LLC 0.02% of their portfolio TOPEKA, KS 73,91473.9k $1.9m $1.9m 0.02% Reduced -27.8k -27,767
54 Gladstone Institutional Advisory LLC 0.09% of their portfolio Bedminster, NJ 72,61772.6k $1.9m $1.9m 0.09% Added +4.5k +4,550
55 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 70,92170.9k $1.8m $1.8m 0.02% Added +25.5k +25,537
56 PRECEDENT WEALTH PARTNERS, LLC 0.58% of their portfolio HOUSTON, TX 69,36869.4k $1.8m $1.8m 0.58% Added +31.2k +31,230
57 Legacy Investment Solutions, LLC 1.15% of their portfolio BOISE, ID 67,46167.5k $1.7m $1.7m 1.15% Added +35.0k +34,965
58 Legacy Wealth Managment, LLC/ID 1.15% of their portfolio BOISE, ID 67,46167.5k $1.7m $1.7m 1.15% Added +35.0k +34,965
59 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 66,07966.1k $1.7m $1.7m 0.00% Added +48.1k +48,070
60 Foundations Investment Advisors, LLC 0.03% of their portfolio PHOENIX, AZ 64,40764.4k $1.6m $1.6m 0.03% Added +2.9k +2,887
61 Wealth Watch Advisors, INC 0.98% of their portfolio ENGLEWOOD, CO 61,44661.4k $1.6m $1.6m 0.98% First filing
62 GPS Wealth Strategies Group, LLC 0.20% of their portfolio CENTENNIAL, CO 60,45860.5k $1.5m $1.5m 0.20% Added +5.2k +5,179
63 Ergawealth Advisors, Inc. 0.76% of their portfolio OAK BROOK, IL 60,30560.3k $1.5m $1.5m 0.76% Added +675 +675
64 SLT Holdings LLC 1.35% of their portfolio SCOTTSDALE, AZ 55,93455.9k $1.4m $1.4m 1.35% First filing
65 Arkadios Wealth Advisors 0.08% of their portfolio ATLANTA, GA 54,11754.1k $1.4m $1.4m 0.08% Added +10.3k +10,325
66 TFB Advisors LLC 0.39% of their portfolio OVERLAND PARK, KS 53,37253.4k $1.4m $1.4m 0.39% Added +8.9k +8,905
67 CoreCap Advisors, LLC 0.05% of their portfolio SOUTHFIELD, MI 46,53246.5k $1.2m $1.2m 0.05% Reduced -1.9k -1,942
68 Family Capital Management, Inc. 0.70% of their portfolio GRAND RAPIDS, MI 45,18745.2k $1.2m $1.2m 0.70% Added +8.0k +8,024
69 PRINCIPAL SECURITIES, INC. 0.03% of their portfolio DES MOINES, IA 43,94643.9k $1.1m $1.1m 0.03% Added +10.4k +10,435
70 INDEPENDENT FINANCIAL GROUP, LLC 0.04% of their portfolio SAN DIEGO, CA 43,04443.0k $1.1m $1.1m 0.04% Reduced -15.6k -15,643
71 Financial Strategies Group, Inc. 0.24% of their portfolio OKEMOS, MI 39,18839.2k $994.6k $994.6k 0.24% Reduced -82 -82
72 Strategic Blueprint, LLC 0.06% of their portfolio ATLANTA, GA 39,01039.0k $995.5k $995.5k 0.06% Reduced -15.7k -15,730
73 Whipplewood Advisors, LLC 0.56% of their portfolio LITTLETON, CO 38,65138.7k $986.4k $986.4k 0.56% First filing
74 Davies Financial Advisors, Inc. 0.78% of their portfolio MURRIETA, CA 35,77835.8k $913.1k $913.1k 0.78% Reduced -4.6k -4,639
75 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 35,34735.3k $902.1k $902.1k 0.01% Added +6.7k +6,744
76 Orion Portfolio Solutions, LLC 0.01% of their portfolio Omaha, NE 35,34735.3k $902.1k $902.1k 0.01% Added +6.7k +6,744
77 B. Riley Wealth Advisors, Inc. 0.03% of their portfolio MEMPHIS, TN 34,87634.9k $890.0k $890.0k 0.03% Added +12.6k +12,634
78 Claro Advisors Inc. 0.12% of their portfolio BOSTON, MA 34,21534.2k $873.2k $873.2k 0.12% Added +6.4k +6,385
79 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 33,55733.6k $856.4k $856.4k 0.00% Added +24.9k +24,887
80 Maridea Wealth Management LLC 0.27% of their portfolio BROOKLYN, NY 32,74332.7k $835.6k $835.6k 0.27% First filing
81 Legacy Financial Group LLC 0.13% of their portfolio DES MOINES, IA 32,31432.3k $824.7k $824.7k 0.13% Reduced -14.1k -14,088
82 Five Pine Wealth Management 0.67% of their portfolio COEUR D ALENE, ID 31,05231.1k $792.4k $792.4k 0.67% First filing
83 Golden State Wealth Management, LLC 0.12% of their portfolio SANTA ANA, CA 30,41730.4k $776.2k $776.2k 0.12% First filing
84 LifeWealth Investments, LLC 0.51% of their portfolio WINTER GARDEN, FL 30,13030.1k $768.9k $768.9k 0.51% First filing
85 Sowell Financial Services LLC 0.04% of their portfolio NORTH LITTLE ROCK, AR 29,04429.0k $741.2k $741.2k 0.04% New
86 Castleview Partners, LLC 0.40% of their portfolio DALLAS, TX 29,01629.0k $738.5k $738.5k 0.40% Reduced -1.8k -1,795
87 L.M. KOHN & COMPANY 0.19% of their portfolio CINCINNATI, OH 28,99429.0k $739.9k $739.9k 0.19% Reduced -4.7k -4,710
88 Capital Analysts, LLC 0.03% of their portfolio FORT WASHINGTON, PA 27,65827.7k $706.0k $706.0k 0.03% Added +982 +982
89 EdgeRock Capital LLC 0.46% of their portfolio DENVER, CO 27,52427.5k $702.4k $702.4k 0.46% Unchanged
90 American Institute for Advanced Investment Management, LLP 0.51% of their portfolio Scottsdale, AZ 26,72526.7k $682.0k $682.0k 0.51% Added +4.1k +4,115
91 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 26,62626.6k $679.5k $679.5k 0.00% New
92 Lion Street Advisors, LLC 0.21% of their portfolio Austin, TX 26,23826.2k $669.6k $669.6k 0.21% Unchanged
93 Apollon Wealth Management, LLC 0.02% of their portfolio MOUNT PLEASANT, SC 26,18726.2k $668.3k $668.3k 0.02% Reduced -2.5k -2,517
94 Dynamic Advisor Solutions LLC 0.03% of their portfolio PHOENIX, AZ 25,76825.8k $657.6k $657.6k 0.03% Reduced -77 -77
95 FSA Advisors, Inc. 0.80% of their portfolio TROY, MI 25,58425.6k $652.9k $652.9k 0.80% Reduced -4.1k -4,061
96 Mayfair Advisory Group, LLC 0.38% of their portfolio BIRMINGHAM, AL 25,58325.6k $652.9k $652.9k 0.38% Added +2.9k +2,859
97 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 25,40625.4k $648.4k $648.4k 0.02% Reduced -535 -535
98 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 25,30125.3k $645.7k $645.7k 0.01% Added +8.1k +8,093
99 Harvest Investment Services, LLC 0.15% of their portfolio Oakbrook Terrace, IL 24,49824.5k $625.2k $625.2k 0.15% Added +14.7k +14,707
100 Cooper Financial Group 0.07% of their portfolio IRVINE, CA 23,41723.4k $597.6k $597.6k 0.07% Unchanged