Vault-13

FIRST TR EXCHNG TRADED FD VI BUFD

FT VEST LADDERED · ETP · CUSIP 33740U703

168 institutional holders +3 vs Q1 2025
42,742,99742.7m shares reported held*
$1.1bnreported value*
10 new 64 added 66 reduced 6 sold out net bought ≈ $16.4m (+619.0k 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 ≈ $26.56.

Trends to Q2 2025

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: 166Q1 25: 165Q2 25: 168168Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202285
Q4 202284
Q1 202386
Q2 202388
Q3 202398
Q4 2023116
Q1 2024125
Q2 2024137
Q3 2024151
Q4 2024166
Q1 2025165
Q2 2025168

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 24Q1 25: 90 bought or addedQ1 25: 66 cut or sold outQ2 25: 74 bought or addedQ2 25: 72 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20235342
Q4 20235844
Q1 20246849
Q2 20246955
Q3 20248752
Q4 20249156
Q1 20259066
Q2 20257472

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$10k$20k$30kQ3 24 calls: $0Q3 24 puts: $0Q3 24P/C —Q4 24 calls: $0Q4 24 puts: $0Q4 24P/C —Q1 25 calls: $23.7kQ1 25 puts: $0Q1 25P/C 0.00Q2 25 calls: $0Q2 25 puts: $0Q2 25P/C —
Numbers
QuarterCallsPutsP/C
Q3 2024$0$0—
Q4 2024$0$0—
Q1 2025$23.7k$00.00
Q2 2025$0$0—

Biggest buyers

KESTRA PRIVATE WEALTH SERVICES, LLC Added +608,363+608.4k
ROYAL BANK OF CANADA Added +488,407+488.4k
RAYMOND JAMES FINANCIAL INC Added +277,293+277.3k
LPL Financial LLC Added +219,498+219.5k
Coppell Advisory Solutions LLC Added +160,580+160.6k
OSAIC HOLDINGS, INC. Added +112,899+112.9k
Perennial Investment Advisors, LLC New +112,101+112.1k
MILESTONE ASSET MANAGEMENT, LLC Added +107,238+107.2k
Simplicity Wealth,LLC Added +85,708+85.7k
FISCHER INVESTMENT STRATEGIES, LLC Added +82,725+82.7k

Biggest sellers

TOWNSQUARE CAPITAL LLC Sold out -351,578-351.6k
Cambridge Investment Research Advisors, Inc. Reduced -343,892-343.9k
GW HENSSLER & ASSOCIATES LTD Reduced -293,725-293.7k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -246,704-246.7k
Atria Wealth Solutions, Inc. Reduced -144,422-144.4k
Envestnet Portfolio Solutions, Inc. Reduced -118,347-118.3k
WEDBUSH SECURITIES INC Reduced -109,523-109.5k
IAMS WEALTH MANAGEMENT, LLC Reduced -74,237-74.2k
Atlas Private Wealth Advisors Reduced -70,622-70.6k
Mariner, LLC Reduced -61,710-61.7k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.07% of their portfolio FORT MILL, SC 8,066,3658.1m $214.2m $214.2m 0.07% Added +219.5k +219,498
2 GW HENSSLER & ASSOCIATES LTD 5.62% of their portfolio KENNESAW, GA 3,959,4494.0m $105.2m $105.2m 5.62% Reduced -293.7k -293,725
3 ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio Berwyn, PA 3,480,0493.5m $92.4m $92.4m 0.03% Added +45.3k +45,259
4 Legacy Financial Group LLC 7.17% of their portfolio DES MOINES, IA 1,933,8671.9m $51.4m $51.4m 7.17% Added +16.6k +16,629
5 Centennial Wealth Advisory LLC 14.99% of their portfolio Traverse City, MI 1,773,9121.8m $47.1m $47.1m 14.99% Reduced -10.3k -10,339
6 OSAIC HOLDINGS, INC. 0.08% of their portfolio SCOTTSDALE, AZ 1,756,4731.8m $46.7m $46.7m 0.08% Added +112.9k +112,899
7 Creekmur Asset Management LLC 6.99% of their portfolio MORTON, IL 1,490,2151.5m $39.6m $39.6m 6.99% Added +50.2k +50,160
8 TRUIST FINANCIAL CORP 0.04% of their portfolio CHARLOTTE, NC 1,128,5031.1m $30.0m $30.0m 0.04% Added +17.6k +17,648
9 Cetera Investment Advisers 0.05% of their portfolio SCHAUMBURG, IL 1,019,4301.0m $27.1m $27.1m 0.05% Added +42.9k +42,936
10 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,017,6721.0m $27.0m $27.0m 0.00% Added +488.4k +488,407
11 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 767,257767.3k $20.4m $20.4m 0.03% Reduced -246.7k -246,704
12 MML INVESTORS SERVICES, LLC 0.06% of their portfolio SPRINGFIELD, MA 756,648756.6k $20.1m $20.1m 0.06% Reduced -45.1k -45,124
13 Brookstone Capital Management 0.26% of their portfolio WHEATON, IL 750,871750.9k $19.9m $19.9m 0.26% Reduced -3.1k -3,055
14 Capital Asset Advisory Services LLC 0.92% of their portfolio Williamston, MI 738,615738.6k $19.6m $19.6m 0.92% Added +30.8k +30,808
15 KESTRA PRIVATE WEALTH SERVICES, LLC 0.28% of their portfolio AUSTIN, TX 721,868721.9k $19.2m $19.2m 0.28% Added +608.4k +608,363
16 AXXCESS WEALTH MANAGEMENT, LLC 0.45% of their portfolio CARLSBAD, CA 702,397702.4k $18.7m $18.7m 0.45% Added +29.6k +29,581
17 Coppell Advisory Solutions LLC 1.24% of their portfolio COPPELL, TX 659,729659.7k $17.4m $17.4m 1.24% Added +160.6k +160,580
18 Cambridge Investment Research Advisors, Inc. 0.05% of their portfolio FAIRFIELD, IA 649,420649.4k $17.2m $17.2m 0.05% Reduced -343.9k -343,892
19 FISCHER INVESTMENT STRATEGIES, LLC 10.15% of their portfolio Westlake Village, CA 569,210569.2k $15.1m $15.1m 10.15% Added +82.7k +82,725
20 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 538,025538.0k $14.3m $14.3m 0.00% Added +277.3k +277,293
21 HARBOUR INVESTMENTS, INC. 0.35% of their portfolio MADISON, WI 526,162526.2k $14.0m $14.0m 0.35% Added +34.1k +34,118
22 Stratos Wealth Partners, LTD. 0.16% of their portfolio BEACHWOOD, OH 443,723443.7k $11.8m $11.8m 0.16% Reduced -11.6k -11,593
23 NewEdge Advisors, LLC 0.06% of their portfolio NEW ORLEANS, LA 439,981440.0k $11.7m $11.7m 0.06% Reduced -37.7k -37,718
24 Kestra Advisory Services, LLC 0.06% of their portfolio AUSTIN, TX 428,889428.9k $11.4m $11.4m 0.06% Reduced -1.2k -1,179
25 Private Advisor Group, LLC 0.06% of their portfolio MORRISTOWN, NJ 426,708426.7k $11.3m $11.3m 0.06% Added +24.0k +23,993
26 BRASS TAX WEALTH MANAGEMENT, INC 2.17% of their portfolio CINCINNATI, OH 425,004425.0k $11.3m $11.3m 2.17% Added +21.0k +20,965
27 MILESTONE ASSET MANAGEMENT, LLC 2.35% of their portfolio PITTSBURGH, PA 418,721418.7k $11.1m $11.1m 2.35% Added +107.2k +107,238
28 Santori & Peters, Inc. 3.76% of their portfolio CANONSBURG, PA 391,090391.1k $10.4m $10.4m 3.76% Added +152 +152
29 Mariner, LLC 0.01% of their portfolio Overland Park, KS 324,697324.7k $8.6m $8.6m 0.01% Reduced -61.7k -61,710
30 CreativeOne Wealth, LLC 0.19% of their portfolio OVERLAND PARK, KS 277,959278.0k $7.4m $7.4m 0.19% Reduced -2.0k -2,020
31 IMG Wealth Management, Inc. 5.67% of their portfolio JACKSONVILLE, FL 275,408275.4k $7.3m $7.3m 5.67% Added +10.9k +10,909
32 CWM, LLC 0.03% of their portfolio OMAHA, NE 275,091275.1k $7.3m $7.3m 0.03% Added +2.2k +2,178
33 SYNOVUS FINANCIAL CORP 0.07% of their portfolio Columbus, GA 221,781221.8k $5.9m $5.9m 0.07% Added +11.6k +11,552
34 Integrity Financial Corp /WA 2.98% of their portfolio JACKSON, WY 219,828219.8k $5.8m $5.8m 2.98% Reduced -32.4k -32,438
35 Atlas Private Wealth Advisors 0.71% of their portfolio RED BANK, NJ 207,698207.7k $5.5m $5.5m 0.71% Reduced -70.6k -70,622
36 Simplicity Wealth,LLC 0.22% of their portfolio SUMMIT, NJ 202,770202.8k $5.4m $5.4m 0.22% Added +85.7k +85,708
37 Jacobi Capital Management LLC 0.35% of their portfolio PITTSTON, PA 200,363200.4k $5.3m $5.3m 0.35% Added +14.4k +14,399
38 Advisory Services Network, LLC 0.08% of their portfolio ATLANTA, GA 174,066174.1k $4.7m $4.7m 0.08% Added +15.0k +14,957
39 WEDBUSH SECURITIES INC 0.15% of their portfolio PASADENA, CA 166,343166.3k $4.4m $4.4m 0.15% Reduced -109.5k -109,523
40 Sigma Planning Corp 0.12% of their portfolio ANN ARBOR, MI 155,309155.3k $4.1m $4.1m 0.12% Reduced -15.3k -15,313
41 Integrated Wealth Concepts LLC 0.04% of their portfolio WALTHAM, MA 134,982135.0k $3.6m $3.6m 0.04% Added +17.9k +17,871
42 Richmond Investment Services, LLC 0.66% of their portfolio Mequon, WI 117,842117.8k $3.1m $3.1m 0.66% Added +60.9k +60,945
43 Tyler-Stone Wealth Management 0.50% of their portfolio Beachwood, OH 117,378117.4k $3.1m $3.1m 0.50% Added +9.1k +9,066
44 Perennial Investment Advisors, LLC 0.29% of their portfolio Los Angeles, CA 112,101112.1k $3.0m $3.0m 0.29% New
45 Apollon Financial, LLC 0.60% of their portfolio MOUNT PLEASANT, SC 107,588107.6k $2.9m $2.9m 0.60% Reduced -1.4k -1,401
46 Legacy Investment Solutions, LLC 1.50% of their portfolio BOISE, ID 106,530106.5k $2.8m $2.8m 1.50% First filing
47 Legacy Wealth Managment, LLC/ID 1.50% of their portfolio BOISE, ID 106,530106.5k $2.8m $2.8m 1.50% Added +29.9k +29,937
48 Wealth Watch Advisors, INC 1.59% of their portfolio ENGLEWOOD, CO 103,704103.7k $2.8m $2.8m 1.59% Added +30.9k +30,897
49 CENTAURUS FINANCIAL, INC. 0.16% of their portfolio ANAHEIM, CA 99,994100.0k $2.7m $2.7m 0.16% Reduced -2.9k -2,850
50 IFG Advisory, LLC 0.12% of their portfolio ATLANTA, GA 88,74888.7k $2.4m $2.4m 0.12% Reduced -17.4k -17,373
51 PRECEDENT WEALTH PARTNERS, LLC 0.56% of their portfolio HOUSTON, TX 86,68786.7k $2.3m $2.3m 0.56% Added +15.5k +15,524
52 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 83,66983.7k $2.2m $2.2m 0.01% Added +848 +848
53 Maia Wealth LLC 0.42% of their portfolio DENVER, CO 82,74382.7k $2.2m $2.2m 0.42% Reduced -42.6k -42,611
54 Kingsview Wealth Management, LLC 0.04% of their portfolio GRANTS PASS, OR 81,53181.5k $2.2m $2.2m 0.04% Reduced -546 -546
55 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 80,79980.8k $2.1m $2.1m 0.02% Added +5.5k +5,483
56 LifeWealth Investments, LLC 0.35% of their portfolio WINTER GARDEN, FL 76,48876.5k $2.0m $2.0m 0.35% Added +4.9k +4,930
57 Tradition Wealth Management, LLC 0.14% of their portfolio EDINA, MN 66,96167.0k $1.8m $1.8m 0.14% Reduced -1.9k -1,903
58 GPS Wealth Strategies Group, LLC 0.20% of their portfolio CENTENNIAL, CO 66,20266.2k $1.8m $1.8m 0.20% Added +8.9k +8,895
59 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 58,26358.3k $1.5m $1.5m 0.00% Reduced -8.5k -8,545
60 Ergawealth Advisors, Inc. 0.67% of their portfolio OAK BROOK, IL 56,02956.0k $1.5m $1.5m 0.67% Reduced -7.8k -7,779
61 Echo Wealth Management, LLC 0.89% of their portfolio PLYMOUTH, MN 54,58554.6k $1.4m $1.4m 0.89% Added +5.0k +5,048
62 Family Capital Management, Inc. 0.75% of their portfolio GRAND RAPIDS, MI 53,96054.0k $1.4m $1.4m 0.75% Added +2.0k +2,033
63 StoneX Group Inc. 0.07% of their portfolio NEW YORK, NY 53,43153.4k $1.4m $1.4m 0.07% Added +37.6k +37,559
64 Walkner Condon Financial Advisors LLC 0.26% of their portfolio MADISON, WI 53,12453.1k $1.4m $1.4m 0.26% Reduced -18.4k -18,408
65 PRINCIPAL SECURITIES, INC. 0.03% of their portfolio DES MOINES, IA 53,07553.1k $1.4m $1.4m 0.03% Added +9.1k +9,129
66 Arkadios Wealth Advisors 0.04% of their portfolio ATLANTA, GA 52,46652.5k $1.4m $1.4m 0.04% Reduced -808 -808
67 Foundations Investment Advisors, LLC 0.02% of their portfolio PHOENIX, AZ 50,15850.2k $1.3m $1.3m 0.02% Reduced -6.4k -6,366
68 IAMS WEALTH MANAGEMENT, LLC 0.56% of their portfolio OMAHA, NE 46,23046.2k $1.2m $1.2m 0.56% Reduced -74.2k -74,237
69 Arax Advisory Partners 0.06% of their portfolio NEW YORK, NY 45,10145.1k $1.2m $1.2m 0.06% Reduced -3.0k -2,960
70 SLT Holdings LLC 0.89% of their portfolio SCOTTSDALE, AZ 44,76444.8k $1.2m $1.2m 0.89% Reduced -3.8k -3,761
71 Maridea Wealth Management LLC 0.31% of their portfolio BROOKLYN, NY 44,11944.1k $1.2m $1.2m 0.31% Added +3.9k +3,911
72 Claro Advisors Inc. 0.18% of their portfolio BOSTON, MA 41,91641.9k $1.1m $1.1m 0.18% Added +5.9k +5,949
73 CoreCap Advisors, LLC 0.04% of their portfolio SOUTHFIELD, MI 41,73341.7k $1.1m $1.1m 0.04% Reduced -4.2k -4,184
74 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 41,52341.5k $1.1m $1.1m 0.01% Reduced -1.6k -1,646
75 Financial Strategies Group, Inc. 0.23% of their portfolio OKEMOS, MI 41,51141.5k $1.1m $1.1m 0.23% Added +1.9k +1,934
76 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 36,38536.4k $966.4k $966.4k 0.01% Added +7.4k +7,383
77 TOUNJIAN ADVISORY PARTNERS, LLC 0.17% of their portfolio FORT MYERS, FL 34,16334.2k $852.4k $852.4k 0.17% Unchanged
78 Capital Analysts, LLC 0.03% of their portfolio FORT WASHINGTON, PA 33,98034.0k $903.0k $903.0k 0.03% Added +383 +383
79 Atria Wealth Solutions, Inc. 0.02% of their portfolio NEW YORK, NY 33,94633.9k $901.6k $901.6k 0.02% Reduced -144.4k -144,422
80 MGO ONE SEVEN LLC 0.03% of their portfolio Beachwood, OH 33,91333.9k $900.7k $900.7k 0.03% New
81 Davies Financial Advisors, Inc. 0.67% of their portfolio MURRIETA, CA 32,64532.6k $867.1k $867.1k 0.67% Reduced -240 -240
82 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 31,79431.8k $844.4k $844.4k 0.00% Reduced -47.6k -47,553
83 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 31,34031.3k $832.4k $832.4k 0.01% Added +2.9k +2,890
84 Five Pine Wealth Management 0.60% of their portfolio COEUR D ALENE, ID 30,65530.7k $814.2k $814.2k 0.60% Added +675 +675
85 American Institute for Advanced Investment Management, LLP 0.57% of their portfolio Scottsdale, AZ 30,57230.6k $812.0k $812.0k 0.57% Reduced -618 -618
86 FSA Advisors, Inc. 0.64% of their portfolio TROY, MI 29,82929.8k $792.3k $792.3k 0.64% Reduced -4.1k -4,099
87 Castleview Partners, LLC 0.49% of their portfolio DALLAS, TX 28,45228.5k $755.7k $755.7k 0.49% Reduced -82 -82
88 L.M. KOHN & COMPANY 0.20% of their portfolio CINCINNATI, OH 28,22628.2k $749.7k $749.7k 0.20% Reduced -1.3k -1,281
89 LANARK FINANCIAL, INC. 0.06% of their portfolio BIRMINGHAM, AL 27,89827.9k $740.0k $740.0k 0.06% Reduced -563 -563
90 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 27,67127.7k $734.9k $734.9k 0.02% Added +2.3k +2,265
91 EdgeRock Capital LLC 0.23% of their portfolio DENVER, CO 27,52427.5k $731.0k $731.0k 0.23% Unchanged
92 IHT Wealth Management, LLC 0.02% of their portfolio Chicago, IL 26,62626.6k $707.2k $707.2k 0.02% Added +440 +440
93 Strategic Blueprint, LLC 0.03% of their portfolio ATLANTA, GA 26,21326.2k $696.2k $696.2k 0.03% Reduced -6.3k -6,294
94 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 25,85825.9k $686.8k $686.8k 0.00% Added +7.3k +7,299
95 Mayfair Advisory Group, LLC 0.33% of their portfolio BIRMINGHAM, AL 25,58325.6k $691.8k $691.8k 0.33% Unchanged
96 Lion Street Advisors, LLC 0.20% of their portfolio Austin, TX 25,08625.1k $666.3k $666.3k 0.20% Reduced -1.2k -1,152
97 Triad Wealth Partners, LLC 0.13% of their portfolio LAWRENCE, KS 24,52224.5k $651.3k $651.3k 0.13% Added +14.7k +14,712
98 Gladstone Institutional Advisory LLC 0.03% of their portfolio Bedminster, NJ 23,50723.5k $624.3k $624.3k 0.03% Reduced -51.0k -50,960
99 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.04% of their portfolio Westlake, OH 23,25323.3k $617.6k $617.6k 0.04% New
100 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 23,24623.2k $617.4k $617.4k 0.00% Added +22.2k +22,166