Vault-13

FIRST TR EXCHNG TRADED FD VI BUFD

FT VEST LADDERED · ETP · CUSIP 33740U703

171 institutional holders +3 vs Q2 2025
45,577,14045.6m shares reported held*
$1.3bnreported value*
20 new 74 added 49 reduced 12 sold out net bought ≈ $88.0m (+3.2m 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 ≈ $27.63.

Trends to Q3 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: 168Q3 25: 171171Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025171

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 23: 58 bought or addedQ4 23: 44 cut or sold outQ1 24: 68 bought or addedQ1 24: 49 cut or sold outQ1 24Q2 24: 69 bought or addedQ2 24: 55 cut or sold outQ3 24: 87 bought or addedQ3 24: 52 cut or sold outQ3 24Q4 24: 91 bought or addedQ4 24: 56 cut or sold outQ1 25: 90 bought or addedQ1 25: 66 cut or sold outQ1 25Q2 25: 74 bought or addedQ2 25: 72 cut or sold outQ3 25: 94 bought or addedQ3 25: 61 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20235844
Q1 20246849
Q2 20246955
Q3 20248752
Q4 20249156
Q1 20259066
Q2 20257472
Q3 20259461

Calls vs puts

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

CallsPuts
$0$10k$20k$30kQ4 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 —Q3 25 calls: $0Q3 25 puts: $0Q3 25P/C —
Numbers
QuarterCallsPutsP/C
Q4 2024$0$0—
Q1 2025$23.7k$00.00
Q2 2025$0$0—
Q3 2025$0$0—

Biggest buyers

LPL Financial LLC Added +1,261,672+1.3m
Cetera Investment Advisers Added +751,904+751.9k
RAYMOND JAMES FINANCIAL INC Added +409,670+409.7k
Kestra Advisory Services, LLC Added +270,581+270.6k
CWM, LLC Added +160,339+160.3k
OSAIC HOLDINGS, INC. Added +154,282+154.3k
Creative Planning New +126,105+126.1k
ENVESTNET ASSET MANAGEMENT INC Added +115,140+115.1k
Atria Investments, Inc Added +105,411+105.4k
Creekmur Asset Management LLC Added +102,082+102.1k

Biggest sellers

ROYAL BANK OF CANADA Reduced -509,727-509.7k
KESTRA PRIVATE WEALTH SERVICES, LLC Reduced -148,559-148.6k
Integrity Financial Corp /WA Reduced -125,813-125.8k
Atlas Private Wealth Advisors Reduced -116,515-116.5k
NewEdge Advisors, LLC Reduced -74,054-74.1k
WELLS FARGO & COMPANY/MN Sold out -58,263-58.3k
TRUIST FINANCIAL CORP Reduced -57,793-57.8k
Arax Advisory Partners Sold out -45,101-45.1k
SLT Holdings LLC Sold out -44,764-44.8k
Foundations Investment Advisors, LLC Reduced -39,140-39.1k

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.08% of their portfolio FORT MILL, SC 9,328,0379.3m $257.8m $257.8m 0.08% Added +1.3m +1,261,672
2 GW HENSSLER & ASSOCIATES LTD 5.48% of their portfolio KENNESAW, GA 3,971,2354.0m $109.8m $109.8m 5.48% Added +11.8k +11,786
3 ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio Berwyn, PA 3,595,1893.6m $99.4m $99.4m 0.03% Added +115.1k +115,140
4 Legacy Financial Group LLC 7.11% of their portfolio DES MOINES, IA 1,965,4102.0m $54.3m $54.3m 7.11% Added +31.5k +31,543
5 OSAIC HOLDINGS, INC. 0.07% of their portfolio SCOTTSDALE, AZ 1,910,7551.9m $52.2m $52.2m 0.07% Added +154.3k +154,282
6 Centennial Wealth Advisory LLC 14.17% of their portfolio Traverse City, MI 1,841,7011.8m $50.9m $50.9m 14.17% Added +67.8k +67,789
7 Cetera Investment Advisers 0.06% of their portfolio SCHAUMBURG, IL 1,771,3341.8m $49.0m $49.0m 0.06% Added +751.9k +751,904
8 Creekmur Asset Management LLC 7.30% of their portfolio MORTON, IL 1,592,2971.6m $44.0m $44.0m 7.30% Added +102.1k +102,082
9 TRUIST FINANCIAL CORP 0.04% of their portfolio CHARLOTTE, NC 1,070,7101.1m $29.6m $29.6m 0.04% Reduced -57.8k -57,793
10 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 947,695947.7k $26.2m $26.2m 0.01% Added +409.7k +409,670
11 Brookstone Capital Management 0.26% of their portfolio WHEATON, IL 799,028799.0k $22.1m $22.1m 0.26% Added +48.2k +48,157
12 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 765,069765.1k $21.1m $21.1m 0.03% Reduced -2.2k -2,188
13 MML INVESTORS SERVICES, LLC 0.06% of their portfolio SPRINGFIELD, MA 760,083760.1k $21.0m $21.0m 0.06% Added +3.4k +3,435
14 Capital Asset Advisory Services LLC 0.90% of their portfolio Williamston, MI 751,791751.8k $20.8m $20.8m 0.90% Added +13.2k +13,176
15 Coppell Advisory Solutions LLC 2.10% of their portfolio COPPELL, TX 720,381720.4k $19.9m $19.9m 2.10% Added +60.7k +60,652
16 AXXCESS WEALTH MANAGEMENT, LLC 0.42% of their portfolio CARLSBAD, CA 719,991720.0k $19.9m $19.9m 0.42% Added +17.6k +17,594
17 Kestra Advisory Services, LLC 0.09% of their portfolio AUSTIN, TX 699,470699.5k $19.3m $19.3m 0.09% Added +270.6k +270,581
18 Cambridge Investment Research Advisors, Inc. 0.05% of their portfolio FAIRFIELD, IA 655,149655.1k $18.1m $18.1m 0.05% Added +5.7k +5,729
19 FISCHER INVESTMENT STRATEGIES, LLC 10.32% of their portfolio Westlake Village, CA 622,556622.6k $17.2m $17.2m 10.32% Added +53.3k +53,346
20 HARBOUR INVESTMENTS, INC. 0.38% of their portfolio MADISON, WI 604,741604.7k $16.7m $16.7m 0.38% Added +78.6k +78,579
21 KESTRA PRIVATE WEALTH SERVICES, LLC 0.21% of their portfolio AUSTIN, TX 573,309573.3k $15.8m $15.8m 0.21% Reduced -148.6k -148,559
22 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 507,945507.9k $14.0m $14.0m 0.00% Reduced -509.7k -509,727
23 MILESTONE ASSET MANAGEMENT, LLC 2.39% of their portfolio PITTSBURGH, PA 456,523456.5k $12.6m $12.6m 2.39% Added +37.8k +37,802
24 BRASS TAX WEALTH MANAGEMENT, INC 2.05% of their portfolio CINCINNATI, OH 445,824445.8k $12.3m $12.3m 2.05% Added +20.8k +20,820
25 Private Advisor Group, LLC 0.06% of their portfolio MORRISTOWN, NJ 437,833437.8k $12.1m $12.1m 0.06% Added +11.1k +11,125
26 CWM, LLC 0.04% of their portfolio OMAHA, NE 435,430435.4k $12.0m $12.0m 0.04% Added +160.3k +160,339
27 Stratos Wealth Partners, LTD. 0.13% of their portfolio BEACHWOOD, OH 410,540410.5k $11.3m $11.3m 0.13% Reduced -33.2k -33,183
28 Santori & Peters, Inc. 3.82% of their portfolio CANONSBURG, PA 386,663386.7k $10.7m $10.7m 3.82% Reduced -4.4k -4,427
29 Mariner, LLC 0.01% of their portfolio Overland Park, KS 366,392366.4k $10.1m $10.1m 0.01% Added +41.7k +41,695
30 NewEdge Advisors, LLC 0.05% of their portfolio NEW ORLEANS, LA 365,927365.9k $10.1m $10.1m 0.05% Reduced -74.1k -74,054
31 IMG Wealth Management, Inc. 5.78% of their portfolio JACKSONVILLE, FL 309,091309.1k $8.5m $8.5m 5.78% Added +33.7k +33,683
32 CreativeOne Wealth, LLC 0.21% of their portfolio OVERLAND PARK, KS 307,782307.8k $8.5m $8.5m 0.21% Added +29.8k +29,823
33 Simplicity Wealth,LLC 0.46% of their portfolio SUMMIT, NJ 286,982287.0k $7.9m $7.9m 0.46% Added +84.2k +84,212
34 SYNOVUS FINANCIAL CORP 0.09% of their portfolio Columbus, GA 270,445270.4k $7.5m $7.5m 0.09% Added +48.7k +48,664
35 WEDBUSH SECURITIES INC 0.20% of their portfolio PASADENA, CA 216,190216.2k $6.0m $6.0m 0.20% Added +49.8k +49,847
36 Jacobi Capital Management LLC 0.34% of their portfolio PITTSTON, PA 201,433201.4k $5.6m $5.6m 0.34% Added +1.1k +1,070
37 Advisory Services Network, LLC 0.07% of their portfolio ATLANTA, GA 180,679180.7k $5.0m $5.0m 0.07% Added +6.6k +6,613
38 Integrated Wealth Concepts LLC 0.04% of their portfolio WALTHAM, MA 161,266161.3k $4.5m $4.5m 0.04% Added +26.3k +26,284
39 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 126,105126.1k $3.5m $3.5m 0.00% New
40 Equitable Holdings, Inc. 0.03% of their portfolio NEW YORK, NY 124,206124.2k $3.4m $3.4m 0.03% Added +43.4k +43,407
41 Atria Investments, Inc 0.04% of their portfolio Charlotte, NC 121,691121.7k $3.4m $3.4m 0.04% Added +105.4k +105,411
42 Richmond Investment Services, LLC 0.61% of their portfolio Mequon, WI 118,716118.7k $3.3m $3.3m 0.61% Added +874 +874
43 Sigma Planning Corp 0.09% of their portfolio ANN ARBOR, MI 116,596116.6k $3.2m $3.2m 0.09% Reduced -38.7k -38,713
44 Perennial Investment Advisors, LLC 0.26% of their portfolio Los Angeles, CA 114,328114.3k $3.2m $3.2m 0.26% Added +2.2k +2,227
45 Legacy Wealth Managment, LLC/ID 1.40% of their portfolio BOISE, ID 111,970112.0k $3.1m $3.1m 1.40% Added +5.4k +5,440
46 Wealth Watch Advisors, INC 1.27% of their portfolio ENGLEWOOD, CO 111,442111.4k $3.1m $3.1m 1.27% Added +7.7k +7,738
47 Apollon Financial, LLC 0.49% of their portfolio MOUNT PLEASANT, SC 107,588107.6k $3.0m $3.0m 0.49% Unchanged
48 CENTAURUS FINANCIAL, INC. 0.13% of their portfolio ANAHEIM, CA 101,627101.6k $2.8m $2.8m 0.13% Added +1.6k +1,633
49 Integrity Financial Corp /WA 1.24% of their portfolio JACKSON, WY 94,01594.0k $2.6m $2.6m 1.24% Reduced -125.8k -125,813
50 PRECEDENT WEALTH PARTNERS, LLC 0.57% of their portfolio HOUSTON, TX 93,61893.6k $2.6m $2.6m 0.57% Added +6.9k +6,931
51 Atlas Private Wealth Advisors 0.62% of their portfolio RED BANK, NJ 91,18391.2k $2.5m $2.5m 0.62% Reduced -116.5k -116,515
52 Kingsview Wealth Management, LLC 0.04% of their portfolio GRANTS PASS, OR 84,75284.8k $2.3m $2.3m 0.04% Added +3.2k +3,221
53 Maia Wealth LLC 0.38% of their portfolio DENVER, CO 81,66681.7k $2.3m $2.3m 0.38% Reduced -1.1k -1,077
54 LifeWealth Investments, LLC 0.33% of their portfolio WINTER GARDEN, FL 79,11079.1k $2.2m $2.2m 0.33% Added +2.6k +2,622
55 IAMS WEALTH MANAGEMENT, LLC 0.86% of their portfolio OMAHA, NE 77,84577.8k $2.2m $2.2m 0.86% Added +31.6k +31,615
56 GPS Wealth Strategies Group, LLC 0.20% of their portfolio CENTENNIAL, CO 68,15568.2k $1.9m $1.9m 0.20% Added +2.0k +1,953
57 Tradition Wealth Management, LLC 0.14% of their portfolio EDINA, MN 66,94866.9k $1.9m $1.9m 0.14% Reduced -13 -13
58 PRINCIPAL SECURITIES, INC. 0.03% of their portfolio DES MOINES, IA 65,40965.4k $1.8m $1.8m 0.03% Added +12.3k +12,334
59 IFG Advisory, LLC 0.07% of their portfolio ATLANTA, GA 59,49559.5k $1.6m $1.6m 0.07% Reduced -29.3k -29,253
60 Family Capital Management, Inc. 0.75% of their portfolio GRAND RAPIDS, MI 56,50556.5k $1.6m $1.6m 0.75% Added +2.5k +2,545
61 Ergawealth Advisors, Inc. 0.70% of their portfolio OAK BROOK, IL 54,44754.4k $1.5m $1.5m 0.70% Reduced -1.6k -1,582
62 StoneX Group Inc. 0.07% of their portfolio NEW YORK, NY 54,37954.4k $1.5m $1.5m 0.07% Added +948 +948
63 Arkadios Wealth Advisors 0.04% of their portfolio ATLANTA, GA 52,94652.9k $1.5m $1.5m 0.04% Added +480 +480
64 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 51,78351.8k $1.4m $1.4m 0.01% Added +10.3k +10,260
65 Walkner Condon Financial Advisors LLC 0.22% of their portfolio MADISON, WI 50,69150.7k $1.4m $1.4m 0.22% Reduced -2.4k -2,433
66 Echo Wealth Management, LLC 0.81% of their portfolio PLYMOUTH, MN 50,10750.1k $1.4m $1.4m 0.81% Reduced -4.5k -4,478
67 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 49,47849.5k $1.4m $1.4m 0.01% Added +18.1k +18,138
68 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 49,24449.2k $1.3m $1.3m 0.00% Added +23.4k +23,386
69 Maridea Wealth Management LLC 0.21% of their portfolio BROOKLYN, NY 48,30948.3k $1.3m $1.3m 0.21% Added +4.2k +4,190
70 Claro Advisors Inc. 0.19% of their portfolio BOSTON, MA 47,21647.2k $1.3m $1.3m 0.19% Added +5.3k +5,300
71 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 42,77742.8k $1.2m $1.2m 0.00% New
72 Financial Strategies Group, Inc. 0.22% of their portfolio OKEMOS, MI 42,16642.2k $1.2m $1.2m 0.22% Added +655 +655
73 Five Pine Wealth Management 0.78% of their portfolio COEUR D ALENE, ID 41,48741.5k $1.1m $1.1m 0.78% Added +10.8k +10,832
74 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 40,53340.5k $1.1m $1.1m 0.01% Added +4.1k +4,148
75 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 40,00040.0k $1.1m $1.1m 0.00% New
76 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.06% of their portfolio Westlake, OH 38,72538.7k $1.1m $1.1m 0.06% Added +15.5k +15,472
77 SECURED RETIREMENT ADVISORS, LLC 0.54% of their portfolio ST LOUIS PARK, MN 35,09235.1k $969.9k $969.9k 0.54% New
78 Capital Analysts, LLC 0.03% of their portfolio FORT WASHINGTON, PA 33,98034.0k $939.0k $939.0k 0.03% Unchanged
79 MGO ONE SEVEN LLC 0.02% of their portfolio Beachwood, OH 33,41833.4k $923.7k $923.7k 0.02% Reduced -495 -495
80 American Institute for Advanced Investment Management, LLP 0.59% of their portfolio Scottsdale, AZ 32,47232.5k $897.5k $897.5k 0.59% Added +1.9k +1,900
81 Davies Financial Advisors, Inc. 0.73% of their portfolio MURRIETA, CA 32,34532.3k $894.0k $894.0k 0.73% Reduced -300 -300
82 RFG Advisory, LLC 0.02% of their portfolio BIRMINGHAM, AL 30,13030.1k $832.8k $832.8k 0.02% Added +12.2k +12,161
83 L.M. KOHN & COMPANY 0.92% of their portfolio CINCINNATI, OH 27,58627.6k $762.5k $762.5k 0.92% Reduced -640 -640
84 EdgeRock Capital LLC 0.21% of their portfolio DENVER, CO 27,52427.5k $760.8k $760.8k 0.21% Unchanged
85 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 27,10927.1k $749.3k $749.3k 0.02% Reduced -562 -562
86 Strategic Blueprint, LLC 0.03% of their portfolio ATLANTA, GA 26,06926.1k $720.5k $720.5k 0.03% Reduced -144 -144
87 FSA Advisors, Inc. 0.57% of their portfolio TROY, MI 26,03026.0k $719.5k $719.5k 0.57% Reduced -3.8k -3,799
88 Mayfair Advisory Group, LLC 0.30% of their portfolio BIRMINGHAM, AL 25,58325.6k $707.1k $707.1k 0.30% Unchanged
89 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 23,82123.8k $658.4k $658.4k 0.00% Added +575 +575
90 Gladstone Institutional Advisory LLC 0.03% of their portfolio Bedminster, NJ 23,50723.5k $649.7k $649.7k 0.03% Unchanged
91 ELEVATION POINT WEALTH PARTNERS, LLC 0.04% of their portfolio DENVER, CO 22,64022.6k $625.8k $625.8k 0.04% New
92 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 22,49522.5k $622.0k $622.0k 0.00% Added +1.8k +1,768
93 Advisor Resource Council 0.84% of their portfolio DALLAS, TX 22,42522.4k $619.8k $619.8k 0.84% Added +12.3k +12,290
94 Center for Financial Planning, Inc. 0.06% of their portfolio SOUTHFIED, MI 21,86221.9k $604.3k $604.3k 0.06% New
95 Castleview Partners, LLC 0.33% of their portfolio DALLAS, TX 21,84221.8k $603.7k $603.7k 0.33% Reduced -6.6k -6,610
96 Global Retirement Partners, LLC 0.01% of their portfolio San Rafael, CA 21,49921.5k $594.2k $594.2k 0.01% Unchanged
97 Harvest Investment Services, LLC 0.12% of their portfolio Oakbrook Terrace, IL 21,40521.4k $591.6k $591.6k 0.12% Reduced -49 -49
98 Defined Financial Planning LLC 0.48% of their portfolio SAN RAFAEL, CA 20,87220.9k $578.3k $578.3k 0.48% Added +5.3k +5,285
99 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 19,74519.7k $548.5k $548.5k 0.01% Added +4.8k +4,750
100 Symphony Financial Services, Inc. 0.29% of their portfolio AKRON, OH 19,72519.7k $545.2k $545.2k 0.29% Added +2.2k +2,250