Vault-13

FIRST TR EXCHNG TRADED FD VI BUFQ

FT VEST LADDERED · ETP · CUSIP 33740U752

137 institutional holders -1 vs Q4 2024
24,894,70024.9m shares reported held*
$743.4mreported value*
16 new 72 added 40 reduced 12 sold out net bought ≈ $57.5m (+1.9m 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 ≈ $29.86.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 8Q4 22: 10Q1 23: 14Q2 23: 27Q3 23: 42Q4 23: 71Q1 24: 85Q2 24: 97Q3 24: 111Q4 24: 138Q1 25: 137137Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 20228
Q4 202210
Q1 202314
Q2 202327
Q3 202342
Q4 202371
Q1 202485
Q2 202497
Q3 2024111
Q4 2024138
Q1 2025137

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 23: 22 bought or addedQ2 23: 4 cut or sold outQ3 23: 34 bought or addedQ3 23: 9 cut or sold outQ3 23Q4 23: 60 bought or addedQ4 23: 7 cut or sold outQ1 24: 70 bought or addedQ1 24: 23 cut or sold outQ1 24Q2 24: 73 bought or addedQ2 24: 19 cut or sold outQ3 24: 76 bought or addedQ3 24: 28 cut or sold outQ3 24Q4 24: 85 bought or addedQ4 24: 34 cut or sold outQ1 25: 88 bought or addedQ1 25: 52 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 2023224
Q3 2023349
Q4 2023607
Q1 20247023
Q2 20247319
Q3 20247628
Q4 20248534
Q1 20258852

Biggest buyers

LPL Financial LLC Added +782,157+782.2k
RAYMOND JAMES FINANCIAL INC Added +385,546+385.5k
Geneos Wealth Management Inc. Added +268,948+268.9k
Seros Financial, LLC New +208,956+209.0k
NewEdge Advisors, LLC Added +164,172+164.2k
Mariner, LLC Added +105,203+105.2k
Valtinson Bruner Financial Planning LLC Added +100,603+100.6k
JANE STREET GROUP, LLC Added +96,479+96.5k
OSAIC HOLDINGS, INC. Added +93,314+93.3k
Sanctuary Advisors, LLC New +89,007+89.0k

Biggest sellers

Independent Advisor Alliance Sold out -625,294-625.3k
Concorde Asset Management, LLC Sold out -91,056-91.1k
Capital CS Group, LLC Sold out -89,203-89.2k
FLAGSHIP HARBOR ADVISORS, LLC Reduced -53,905-53.9k
Envestnet Portfolio Solutions, Inc. Reduced -51,062-51.1k
Atria Wealth Solutions, Inc. Reduced -48,562-48.6k
Good Life Advisors, LLC Reduced -46,716-46.7k
ROYAL BANK OF CANADA Reduced -46,196-46.2k
Gladstone Institutional Advisory LLC Reduced -38,191-38.2k
Centennial Wealth Advisory LLC Reduced -37,490-37.5k

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.09% of their portfolio FORT MILL, SC 7,865,0367.9m $234.8m $234.8m 0.09% Added +782.2k +782,157
2 Creekmur Asset Management LLC 7.17% of their portfolio MORTON, IL 1,145,3211.1m $34.2m $34.2m 7.17% Added +10.7k +10,706
3 OSAIC HOLDINGS, INC. 0.07% of their portfolio SCOTTSDALE, AZ 1,125,5671.1m $33.6m $33.6m 0.07% Added +93.3k +93,314
4 Cetera Investment Advisers 0.06% of their portfolio SCHAUMBURG, IL 1,118,6291.1m $33.4m $33.4m 0.06% Added +37.8k +37,833
5 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 1,074,8441.1m $32.1m $32.1m 0.01% Added +58.7k +58,656
6 COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio WALTHAM, MA 853,658853.7k $25.5m $25.5m 0.04% Reduced -15.0k -15,043
7 NewEdge Advisors, LLC 0.12% of their portfolio NEW ORLEANS, LA 689,099689.1k $20.6m $20.6m 0.12% Added +164.2k +164,172
8 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 567,609567.6k $16.9m $16.9m 0.00% Reduced -46.2k -46,196
9 Good Life Advisors, LLC 1.16% of their portfolio READING, PA 550,798550.8k $16.4m $16.4m 1.16% Reduced -46.7k -46,716
10 Mariner, LLC 0.03% of their portfolio Overland Park, KS 510,080510.1k $15.2m $15.2m 0.03% Added +105.2k +105,203
11 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 485,136485.1k $14.5m $14.5m 0.01% Added +385.5k +385,546
12 MML INVESTORS SERVICES, LLC 0.04% of their portfolio SPRINGFIELD, MA 434,225434.2k $13.0m $13.0m 0.04% Added +27.1k +27,077
13 Centennial Wealth Advisory LLC 4.58% of their portfolio Traverse City, MI 422,461422.5k $12.6m $12.6m 4.58% Reduced -37.5k -37,490
14 Valtinson Bruner Financial Planning LLC 4.06% of their portfolio NEW BRIGHTON, MN 401,809401.8k $12.0m $12.0m 4.06% Added +100.6k +100,603
15 Cambridge Investment Research Advisors, Inc. 0.04% of their portfolio FAIRFIELD, IA 382,266382.3k $11.4m $11.4m 0.04% Added +53.5k +53,481
16 Geneos Wealth Management Inc. 0.16% of their portfolio ENGLEWOOD, CO 361,960362.0k $10.8m $10.8m 0.16% Added +268.9k +268,948
17 HARBOUR INVESTMENTS, INC. 0.31% of their portfolio MADISON, WI 358,612358.6k $10.7m $10.7m 0.31% Reduced -19.6k -19,588
18 Stratos Wealth Partners, LTD. 0.16% of their portfolio BEACHWOOD, OH 344,596344.6k $10.3m $10.3m 0.16% Reduced -8.7k -8,735
19 CoreCap Advisors, LLC 0.44% of their portfolio SOUTHFIELD, MI 333,533333.5k $10.0m $10.0m 0.44% Reduced -30.0k -29,999
20 Equitable Holdings, Inc. 0.08% of their portfolio NEW YORK, NY 287,112287.1k $8.6m $8.6m 0.08% Reduced -9.8k -9,826
21 Gladstone Institutional Advisory LLC 0.37% of their portfolio Bedminster, NJ 267,003267.0k $8.0m $8.0m 0.37% Reduced -38.2k -38,191
22 Ergawealth Advisors, Inc. 3.74% of their portfolio OAK BROOK, IL 252,553252.6k $7.5m $7.5m 3.74% Added +31.4k +31,419
23 IMG Wealth Management, Inc. 6.30% of their portfolio JACKSONVILLE, FL 234,919234.9k $7.0m $7.0m 6.30% Added +26.2k +26,183
24 RiverTree Advisors, LLC 4.49% of their portfolio WINTER PARK, FL 224,813224.8k $6.7m $6.7m 4.49% Reduced -3.0k -3,034
25 Seros Financial, LLC 4.66% of their portfolio TEMPE, AZ 208,956209.0k $6.2m $6.2m 4.66% New
26 Integrated Wealth Concepts LLC 0.07% of their portfolio WALTHAM, MA 204,155204.2k $6.1m $6.1m 0.07% Reduced -3.7k -3,657
27 Prism Advisors, Inc. 1.83% of their portfolio STUDIO CITY, CA 199,061199.1k $5.9m $5.9m 1.83% Reduced -7.9k -7,928
28 FOCUS Wealth Advisors, LLC 2.82% of their portfolio HOUSTON, TX 170,729170.7k $5.1m $5.1m 2.82% Reduced -1.7k -1,719
29 Pitti Group Wealth Management, LLC 4.22% of their portfolio VICTOR, NY 137,761137.8k $4.1m $4.1m 4.22% Added +3.7k +3,698
30 WORLD EQUITY GROUP, INC. 1.05% of their portfolio SCHAUMBURG, IL 123,665123.7k $3.7m $3.7m 1.05% Reduced -2.6k -2,643
31 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 116,723116.7k $3.5m $3.5m 0.01% Added +96.5k +96,479
32 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 111,437111.4k $3.3m $3.3m 0.02% Added +5.8k +5,773
33 IAMS WEALTH MANAGEMENT, LLC 1.37% of their portfolio OMAHA, NE 99,88599.9k $3.0m $3.0m 1.37% Added +13.6k +13,611
34 Sigma Planning Corp 0.09% of their portfolio ANN ARBOR, MI 99,08399.1k $3.0m $3.0m 0.09% Added +10.0k +10,013
35 Golden State Wealth Management, LLC 0.43% of their portfolio SANTA ANA, CA 97,84797.8k $2.9m $2.9m 0.43% Added +6.0k +6,038
36 TWIN PEAKS WEALTH ADVISORS, LLC 1.26% of their portfolio SAN FRANCISCO, CA 94,15594.2k $2.8m $2.8m 1.26% Reduced -4.6k -4,604
37 IFG Advisory, LLC 0.15% of their portfolio ATLANTA, GA 91,86391.9k $2.7m $2.7m 0.15% Added +2.5k +2,483
38 Sanctuary Advisors, LLC 0.02% of their portfolio INDIANAPOLIS, IN 89,00789.0k $2.7m $2.7m 0.02% New
39 MPWM ADVISORY SOLUTIONS, LLC 1.89% of their portfolio ALPHARETTA, GA 87,42187.4k $2.6m $2.6m 1.89% Added +11.3k +11,337
40 Orion Portfolio Solutions, LLC 0.01% of their portfolio Omaha, NE 86,98487.0k $2.7m $2.7m 0.01% Added +46.9k +46,940
41 Tyler-Stone Wealth Management 0.46% of their portfolio Beachwood, OH 85,99686.0k $2.6m $2.6m 0.46% Added +8.4k +8,354
42 Aptus Capital Advisors, LLC 0.03% of their portfolio FAIRHOPE, AL 85,44685.4k $2.6m $2.6m 0.03% Added +1.8k +1,770
43 Financial Guidance Group, Inc. 1.37% of their portfolio Palm Harbor, FL 84,69584.7k $2.5m $2.5m 1.37% Added +5.2k +5,199
44 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 83,89383.9k $2.5m $2.5m 0.00% Added +3.2k +3,196
45 Kovack Advisors, Inc. 0.23% of their portfolio FT. LAUDERDALE, FL 71,87171.9k $2.1m $2.1m 0.23% Added +25.2k +25,184
46 Prasad Wealth Partners, LLC 0.68% of their portfolio INDEPENDENCE, OH 69,76769.8k $2.1m $2.1m 0.68% Added +9.8k +9,777
47 Midwest Financial Group LLC 1.20% of their portfolio Overland Park, KS 68,91168.9k $2.1m $2.1m 1.20% Added +6.8k +6,777
48 Atlas Private Wealth Advisors 0.27% of their portfolio RED BANK, NJ 65,42465.4k $2.0m $2.0m 0.27% Added +58.9k +58,914
49 NORTHEAST PLANNING ASSOCIATES, INC. / NH / 1.60% of their portfolio BEDFORD, NH 64,71664.7k $1.9m $1.9m 1.60% New
50 Cooper Financial Group 0.25% of their portfolio IRVINE, CA 62,55962.6k $1.9m $1.9m 0.25% Reduced -1.9k -1,905
51 FLAGSHIP HARBOR ADVISORS, LLC 0.09% of their portfolio BOSTON, MA 57,36657.4k $1.7m $1.7m 0.09% Reduced -53.9k -53,905
52 Wealthcare Advisory Partners LLC 0.04% of their portfolio WEST CHESTER, PA 53,88753.9k $1.6m $1.6m 0.04% Added +3.0k +2,976
53 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 53,35453.4k $1.6m $1.6m 0.00% Added +22.3k +22,294
54 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 53,31753.3k $1.6m $1.6m 0.00% Added +39.3k +39,341
55 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 52,89852.9k $1.6m $1.6m 0.01% Reduced -3.6k -3,605
56 FLAGSTAR SECURITIES, INC 0.39% of their portfolio New York, NY 51,64151.6k $1.5m $1.5m 0.39% Added +4.7k +4,653
57 Legacy Wealth Managment, LLC/ID 1.11% of their portfolio BOISE, ID 51,27051.3k $1.5m $1.5m 1.11% Added +6.1k +6,131
58 KESTRA PRIVATE WEALTH SERVICES, LLC 0.02% of their portfolio AUSTIN, TX 48,65448.7k $1.5m $1.5m 0.02% Reduced -32.0k -32,011
59 Richmond Investment Services, LLC 0.77% of their portfolio Mequon, WI 47,16347.2k $1.4m $1.4m 0.77% New
60 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 46,94046.9k $1.4m $1.4m 0.01% Added +6.9k +6,896
61 Keystone Wealth Services, LLC 0.37% of their portfolio PALM DESERT, CA 46,36046.4k $1.4m $1.4m 0.37% Added +36.2k +36,248
62 GREAT VALLEY ADVISOR GROUP, INC. 0.03% of their portfolio WILMINGTON, DE 42,96943.0k $1.3m $1.3m 0.03% Reduced -7.0k -7,013
63 Ignite Planners, LLC 0.25% of their portfolio SAN CLEMENTE, CA 42,65342.7k $1.3m $1.3m 0.25% Added +23.2k +23,153
64 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 40,72440.7k $1.2m $1.2m 0.01% Reduced -48.6k -48,562
65 HBW ADVISORY SERVICES LLC 0.16% of their portfolio SIMI VALLEY, CA 38,38038.4k $1.1m $1.1m 0.16% Added +168 +168
66 Gateway Wealth Partners, LLC 0.22% of their portfolio APPLETON, WI 32,91932.9k $983.0k $983.0k 0.22% Reduced -3.1k -3,089
67 INTEGRITY ALLIANCE, LLC. 0.04% of their portfolio Urbandale, IA 32,74432.7k $977.7k $977.7k 0.04% New
68 First Heartland Consultants, Inc. 0.10% of their portfolio LAKE ST. LOUIS, MO 31,83931.8k $950.7k $950.7k 0.10% Added +5.0k +4,952
69 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 30,87830.9k $922.0k $922.0k 0.01% Added +15.2k +15,153
70 Foundations Investment Advisors, LLC 0.02% of their portfolio PHOENIX, AZ 29,70529.7k $887.0k $887.0k 0.02% Added +16.9k +16,943
71 Regal Investment Advisors LLC 0.07% of their portfolio KENTWOOD, MI 29,61529.6k $884.3k $884.3k 0.07% Added +6.6k +6,555
72 Stratos Wealth Advisors, LLC 0.05% of their portfolio BEACHWOOD, OH 28,91228.9k $863.3k $863.3k 0.05% Added +2.1k +2,068
73 LexAurum Advisors, LLC 0.16% of their portfolio OVERLAND PARK, KS 28,17928.2k $841.4k $841.4k 0.16% Added +302 +302
74 Bullseye Investment Management, LLC 0.51% of their portfolio CINCINNATI, OH 28,09928.1k $839.0k $839.0k 0.51% Added +567 +567
75 SLT Holdings LLC 0.77% of their portfolio SCOTTSDALE, AZ 27,29127.3k $814.9k $814.9k 0.77% Added +18.7k +18,735
76 Advisory Resource Group 0.16% of their portfolio Tulsa, OK 26,52226.5k $791.9k $791.9k 0.16% Added +7.8k +7,810
77 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 26,28726.3k $784.9k $784.9k 0.00% Added +1.4k +1,395
78 Tradition Wealth Management, LLC 0.07% of their portfolio EDINA, MN 25,44225.4k $759.7k $759.7k 0.07% Unchanged
79 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 25,31225.3k $755.8k $755.8k 0.01% Added +7.8k +7,781
80 Prosperity Wealth Management, Inc. 0.34% of their portfolio San Ramon, CA 24,55624.6k $733.2k $733.2k 0.34% Added +873 +873
81 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 24,46824.5k $730.6k $730.6k 0.00% Added +11.9k +11,912
82 Goldstone Financial Group, LLC 0.11% of their portfolio OAKBROOK TERRACE, IL 23,99824.0k $716.6k $716.6k 0.11% Added +4.3k +4,339
83 PCG Wealth Advisors, LLC 0.25% of their portfolio OVERLAND PARK, KS 23,81823.8k $711.2k $711.2k 0.25% Added +1.0k +1,043
84 AXXCESS WEALTH MANAGEMENT, LLC 0.02% of their portfolio CARLSBAD, CA 22,64622.6k $676.2k $676.2k 0.02% Unchanged
85 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 22,14622.1k $661.3k $661.3k 0.00% Added +18.4k +18,436
86 Harvest Investment Services, LLC 0.18% of their portfolio Oakbrook Terrace, IL 22,01922.0k $657.5k $657.5k 0.18% Added +3.5k +3,463
87 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 22,01222.0k $657.0k $657.0k 0.01% Added +11.6k +11,595
88 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 19,65519.7k $586.9k $586.9k 0.01% Added +12.0k +12,037
89 Capital Analysts, LLC 0.02% of their portfolio FORT WASHINGTON, PA 19,28119.3k $576.0k $576.0k 0.02% Added +8.8k +8,787
90 CreativeOne Wealth, LLC 0.02% of their portfolio OVERLAND PARK, KS 19,27319.3k $575.5k $575.5k 0.02% Reduced -4.0k -3,995
91 Ameritas Investment Partners, Inc. 0.02% of their portfolio LINCOLN, NE 19,13019.1k $571.2k $571.2k 0.02% Added +3.7k +3,720
92 KINGSWOOD WEALTH ADVISORS, LLC 0.05% of their portfolio SAN DIEGO, CA 18,82718.8k $562.2k $562.2k 0.05% Reduced -819 -819
93 Kingsview Wealth Management, LLC 0.01% of their portfolio GRANTS PASS, OR 18,60718.6k $555.6k $555.6k 0.01% Reduced -2.5k -2,516
94 B. Riley Wealth Advisors, Inc. 0.02% of their portfolio MEMPHIS, TN 18,55318.6k $554.0k $554.0k 0.02% Reduced -3.9k -3,895
95 WCG Wealth Advisors LLC 0.04% of their portfolio LAS VEGAS, NV 17,85017.9k $533.0k $533.0k 0.04% Reduced -1.5k -1,500
96 WEDBUSH SECURITIES INC 0.02% of their portfolio PASADENA, CA 17,82117.8k $532.0k $532.0k 0.02% Reduced -84 -84
97 Lane & Associates LLC 0.28% of their portfolio MOORESTOWN, NJ 17,18017.2k $513.0k $513.0k 0.28% Added +3.5k +3,500
98 Bison Wealth, LLC 0.05% of their portfolio ATLANTA, GA 17,12517.1k $511.4k $511.4k 0.05% Unchanged
99 Arkadios Wealth Advisors 0.02% of their portfolio ATLANTA, GA 15,53715.5k $463.9k $463.9k 0.02% Reduced -888 -888
100 ODonnell Financial Services, LLC 0.19% of their portfolio SAN RAFAEL, CA 15,40715.4k $460.1k $460.1k 0.19% New