Vault-13

FIRST TR EXCHNG TRADED FD VI BUFT

VEST BUFFERED · ETP · CUSIP 33740U760

58 institutional holders +0 vs Q1 2026
4,777,2734.8m shares reported held*
$123.7mreported value*
9 new 12 added 20 reduced 8 sold out net sold ≈ $249.5k (-10.6k 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 ≈ $25.89.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 51Q4 22: 50Q1 23: 48Q2 23: 46Q3 23: 49Q4 23: 55Q1 24: 56Q2 24: 57Q3 24: 60Q4 24: 66Q1 25: 62Q2 25: 62Q3 25: 59Q4 25: 64Q1 26: 58Q2 26: 5858Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202251
Q4 202250
Q1 202348
Q2 202346
Q3 202349
Q4 202355
Q1 202456
Q2 202457
Q3 202460
Q4 202466
Q1 202562
Q2 202562
Q3 202559
Q4 202564
Q1 202658
Q2 202658

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q3 24: 23 bought or addedQ3 24: 25 cut or sold outQ4 24: 27 bought or addedQ4 24: 23 cut or sold outQ4 24Q1 25: 26 bought or addedQ1 25: 30 cut or sold outQ2 25: 14 bought or addedQ2 25: 36 cut or sold outQ2 25Q3 25: 28 bought or addedQ3 25: 21 cut or sold outQ4 25: 18 bought or addedQ4 25: 27 cut or sold outQ4 25Q1 26: 23 bought or addedQ1 26: 30 cut or sold outQ2 26: 21 bought or addedQ2 26: 28 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20242325
Q4 20242723
Q1 20252630
Q2 20251436
Q3 20252821
Q4 20251827
Q1 20262330
Q2 20262128

Biggest buyers

LPL Financial LLC Added +155,530+155.5k
Summit Financial, LLC New +39,794+39.8k
Cetera Investment Advisers Added +36,562+36.6k
ENVESTNET ASSET MANAGEMENT INC Added +22,068+22.1k
Arkadios Wealth Advisors Added +20,628+20.6k
OSAIC HOLDINGS, INC. Added +14,802+14.8k
TOUNJIAN ADVISORY PARTNERS, LLC New +11,770+11.8k
IAMS WEALTH MANAGEMENT, LLC New +7,971+8.0k
Legacy Wealth Managment, LLC/ID Added +6,455+6.5k
Geneos Wealth Management Inc. Added +6,235+6.2k

Biggest sellers

OLD MISSION CAPITAL LLC Sold out -74,592-74.6k
CITADEL ADVISORS LLC Sold out -45,330-45.3k
Pacific Excel Wealth Advisors, Inc. Sold out -34,841-34.8k
Gateway Wealth Partners, LLC Reduced -32,533-32.5k
Avior Wealth Management, LLC Sold out -31,549-31.5k
Glen Eagle Advisors, LLC Reduced -30,163-30.2k
SageGuard Financial Group, LLC Reduced -17,631-17.6k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -14,065-14.1k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -12,520-12.5k
Centennial Wealth Advisory LLC Reduced -11,855-11.9k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Glen Eagle Advisors, LLC 2.57% of their portfolio KINGSTON, NJ 786,105786.1k $20.3m $20.3m 2.57% Reduced -30.2k -30,163
2 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 717,084717.1k $18.6m $18.6m 0.00% Added +155.5k +155,530
3 Centennial Wealth Advisory LLC 3.62% of their portfolio Traverse City, MI 648,162648.2k $16.8m $16.8m 3.62% Reduced -11.9k -11,855
4 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 342,394342.4k $8.9m $8.9m 0.00% Added +22.1k +22,068
5 Geneos Wealth Management Inc. 0.13% of their portfolio ENGLEWOOD, CO 247,105247.1k $6.4m $6.4m 0.13% Added +6.2k +6,235
6 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 217,213217.2k $5.6m $5.6m 0.01% Added +36.6k +36,562
7 Legacy Wealth Managment, LLC/ID 2.21% of their portfolio BOISE, ID 207,428207.4k $5.4m $5.4m 2.21% Added +6.5k +6,455
8 Arkadios Wealth Advisors 0.07% of their portfolio ATLANTA, GA 179,043179.0k $4.6m $4.6m 0.07% Added +20.6k +20,628
9 Pinnacle Financial Partners, Inc. 0.03% of their portfolio ATLANTA, GA 145,504145.5k $3.8m $3.8m 0.03% Added +1.9k +1,872
10 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 126,773126.8k $3.3m $3.3m 0.00% Added +14.8k +14,802
11 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 125,437125.4k $3.2m $3.2m 0.01% Reduced -1.0k -1,041
12 HARBOUR INVESTMENTS, INC. 0.04% of their portfolio MADISON, WI 122,626122.6k $3.2m $3.2m 0.04% Added +1.6k +1,607
13 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 81,89981.9k $2.1m $2.1m 0.00% Reduced -14.1k -14,065
14 SageGuard Financial Group, LLC 0.29% of their portfolio GOODLETTSVILLE, TN 79,03779.0k $2.0m $2.0m 0.29% Reduced -17.6k -17,631
15 Lunt Capital Management, Inc. 0.66% of their portfolio HOLLADAY, UT 69,59969.6k $1.8m $1.8m 0.66% Reduced -3.7k -3,677
16 Marshall Financial Group, LLC 0.22% of their portfolio Hunt Valley, MD 57,61857.6k $1.5m $1.5m 0.22% Reduced -560 -560
17 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 57,52357.5k $1.5m $1.5m 0.01% Unchanged
18 Financial Network Wealth Advisors LLC 1.15% of their portfolio MURRAY, UT 43,76543.8k $1.1m $1.1m 1.15% Reduced -2.9k -2,894
19 Aptus Capital Advisors, LLC 0.01% of their portfolio FAIRHOPE, AL 40,37540.4k $1.0m $1.0m 0.01% Reduced -200 -200
20 Financial Guidance Group, Inc. 0.39% of their portfolio Palm Harbor, FL 40,37540.4k $1.0m $1.0m 0.39% Reduced -200 -200
21 Summit Financial, LLC 0.01% of their portfolio PARSIPPANY, NJ 39,79439.8k $1.0m $1.0m 0.01% New
22 GREAT VALLEY ADVISOR GROUP, INC. 0.02% of their portfolio WILMINGTON, DE 37,93837.9k $982.0k $982.0k 0.02% Reduced -779 -779
23 Gateway Wealth Partners, LLC 0.06% of their portfolio APPLETON, WI 36,68636.7k $949.6k $949.6k 0.06% Reduced -32.5k -32,533
24 Valtinson Bruner Financial Planning LLC 0.24% of their portfolio NEW BRIGHTON, MN 36,36536.4k $941.3k $941.3k 0.24% Unchanged
25 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 32,30932.3k $836.3k $836.3k 0.00% Reduced -538 -538
26 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 31,06731.1k $804.2k $804.2k 0.00% Unchanged
27 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 30,74730.7k $795.9k $795.9k 0.01% Added +1.0k +1,041
28 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 19,74919.7k $511.0k $511.0k 0.00% Reduced -1.4k -1,390
29 Ameritas Advisory Services, LLC 0.01% of their portfolio Lincoln, NE 17,04817.0k $441.3k $441.3k 0.01% Reduced -1.8k -1,757
30 Quad-Cities Investment Group, LLC 0.14% of their portfolio DAVENPORT, IA 15,39115.4k $398.4k $398.4k 0.14% Unchanged
31 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 14,74914.7k $381.8k $381.8k 0.00% Reduced -10 -10
32 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 12,70712.7k $330.0k $330.0k 0.00% Added +1.7k +1,692
33 TOUNJIAN ADVISORY PARTNERS, LLC 0.13% of their portfolio FORT MYERS, FL 11,77011.8k $304.7k $304.7k 0.13% New
34 BARRETT & COMPANY, INC. 0.08% of their portfolio PROVIDENCE, RI 11,24811.2k $291.2k $291.2k 0.08% Reduced -1.0k -1,000
35 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 11,22811.2k $290.6k $290.6k 0.00% Added +928 +928
36 Meridian Wealth Management, LLC 0.01% of their portfolio LEXINGTON, KY 9,0649.1k $234.6k $234.6k 0.01% Reduced -773 -773
37 Tradition Wealth Management, LLC 0.01% of their portfolio EDINA, MN 8,9769.0k $232.3k $232.3k 0.01% Unchanged
38 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 8,6238.6k $223.2k $223.2k 0.00% Unchanged
39 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 8,6048.6k $223.0k $223.0k 0.01% Reduced -8.7k -8,683
40 EVOLUTION WEALTH MANAGEMENT INC. 0.13% of their portfolio FORT MYERS, FL 8,3368.3k $215.8k $215.8k 0.13% Reduced -3 -3
41 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 8,2918.3k $215.0k $215.0k 0.00% Unchanged
42 Kestra Investment Management, LLC 0.00% of their portfolio AUSTIN, TX 8,0768.1k $209.0k $209.0k 0.00% Unchanged
43 IAMS WEALTH MANAGEMENT, LLC 0.06% of their portfolio OMAHA, NE 7,9718.0k $206.3k $206.3k 0.06% New
44 Front Row Advisors LLC 0.02% of their portfolio TIBURON, CA 2,6752.7k $70.2k $70.2k 0.02% New
45 DHJJ Financial Advisors, Ltd. 0.02% of their portfolio NAPERVILLE, IL 2,3702.4k $61.3k $61.3k 0.02% Unchanged
46 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 2,0752.1k $53.7k $53.7k 0.00% Unchanged
47 FIDUCIARY FINANCIAL ADVISORS 0.01% of their portfolio GRAND RAPIDS, MI 1,9291.9k $49.9k $49.9k 0.01% New
48 Trust Co 0.00% of their portfolio MANHATTAN, KS 1,5841.6k $41.0k $41.0k 0.00% Unchanged
49 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 1,2791.3k $33.0k $33.0k 0.00% Unchanged
50 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 1,1321.1k $29.3k $29.3k 0.00% First filing
51 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 1,0001.0k $25.9k $25.9k 0.00% New
52 N.E.W. Advisory Services LLC 0.00% of their portfolio DE PERE, WI 1,0001.0k $25.9k $25.9k 0.00% Unchanged
53 Benson Wealth Management INC 0.01% of their portfolio OOLTEWAH, TN, TN 429429 $11.1k $11.1k 0.01% Unchanged
54 Caitlin John, LLC 0.00% of their portfolio BRIGHTON, MI 302302 $7.8k $7.8k 0.00% Unchanged
55 AMERICAN NATIONAL BANK & TRUST 0.00% of their portfolio WICHITA FALLS, TX 269269 $7.0k $7.0k 0.00% Unchanged
56 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 200200 $5.2k $5.2k 0.00% New
57 JFS WEALTH ADVISORS, LLC 0.00% of their portfolio HERMITAGE, PA 149149 $3.9k $3.9k 0.00% New
58 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 7878 $2.0k $2.0k 0.00% New