Vault-13

FIRST TR EXCHNG TRADED FD VI BUFG

VEST BUFFERED · ETP · CUSIP 33740U778

90 institutional holders +0 vs Q1 2025
7,912,4487.9m shares reported held*
$202.1mreported value*
9 new 26 added 38 reduced 12 sold out net sold ≈ $11.8m (-461.7k 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 ≈ $25.55.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 52Q4 22: 59Q1 23: 61Q2 23: 58Q3 23: 65Q4 23: 70Q1 24: 73Q2 24: 78Q3 24: 83Q4 24: 84Q1 25: 90Q2 25: 9090Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202252
Q4 202259
Q1 202361
Q2 202358
Q3 202365
Q4 202370
Q1 202473
Q2 202478
Q3 202483
Q4 202484
Q1 202590
Q2 202590

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q3 23: 33 bought or addedQ3 23: 28 cut or sold outQ4 23: 35 bought or addedQ4 23: 34 cut or sold outQ4 23Q1 24: 43 bought or addedQ1 24: 27 cut or sold outQ2 24: 38 bought or addedQ2 24: 33 cut or sold outQ2 24Q3 24: 44 bought or addedQ3 24: 33 cut or sold outQ4 24: 46 bought or addedQ4 24: 27 cut or sold outQ4 24Q1 25: 45 bought or addedQ1 25: 36 cut or sold outQ2 25: 35 bought or addedQ2 25: 50 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20233328
Q4 20233534
Q1 20244327
Q2 20243833
Q3 20244433
Q4 20244627
Q1 20254536
Q2 20253550

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +72,333+72.3k
ASSETMARK, INC Added +32,571+32.6k
Centennial Wealth Advisory LLC Added +25,087+25.1k
TRANSCEND CAPITAL ADVISORS, LLC Added +24,894+24.9k
American Trust New +18,562+18.6k
Rockefeller Capital Management L.P. Added +14,179+14.2k
Tradition Wealth Management, LLC Added +12,450+12.4k
Crewe Advisors LLC New +11,497+11.5k
Simplicity Wealth,LLC Added +10,348+10.3k
Atria Investments, Inc New +8,846+8.8k

Biggest sellers

Geneos Wealth Management Inc. Reduced -149,706-149.7k
LPL Financial LLC Reduced -107,192-107.2k
Regal Investment Advisors LLC Sold out -54,015-54.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -37,338-37.3k
KINGSWOOD WEALTH ADVISORS, LLC Reduced -36,807-36.8k
TOWNSQUARE CAPITAL LLC Sold out -34,852-34.9k
OSAIC HOLDINGS, INC. Reduced -31,639-31.6k
CITADEL ADVISORS LLC Reduced -26,137-26.1k
GWN SECURITIES INC. Sold out -26,084-26.1k
BLACK POINT WEALTH MANAGEMENT Reduced -20,495-20.5k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio WALTHAM, MA 1,043,2041.0m $26.6m $26.6m 0.04% Added +5.4k +5,358
2 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 801,978802.0k $20.5m $20.5m 0.01% Added +72.3k +72,333
3 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 717,169717.2k $18.3m $18.3m 0.01% Reduced -107.2k -107,192
4 Centennial Wealth Advisory LLC 4.61% of their portfolio Traverse City, MI 567,207567.2k $14.5m $14.5m 4.61% Added +25.1k +25,087
5 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 426,838426.8k $10.9m $10.9m 0.02% Reduced -12.0k -12,011
6 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 333,964334.0k $8.5m $8.5m 0.02% Reduced -31.6k -31,639
7 FreeGulliver LLC 3.87% of their portfolio NEW ORLEANS, LA 328,513328.5k $8.4m $8.4m 3.87% Reduced -3.9k -3,870
8 CWM, LLC 0.02% of their portfolio OMAHA, NE 277,370277.4k $7.1m $7.1m 0.02% Reduced -18.9k -18,865
9 SYNOVUS FINANCIAL CORP 0.09% of their portfolio Columbus, GA 272,927272.9k $7.0m $7.0m 0.09% Reduced -7.9k -7,919
10 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 232,252232.3k $5.9m $5.9m 0.01% Added +32.6k +32,571
11 Geneos Wealth Management Inc. 0.13% of their portfolio ENGLEWOOD, CO 212,705212.7k $5.4m $5.4m 0.13% Reduced -149.7k -149,706
12 WORLD EQUITY GROUP, INC. 1.18% of their portfolio SCHAUMBURG, IL 169,675169.7k $4.3m $4.3m 1.18% Reduced -16.0k -16,010
13 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 162,034162.0k $4.1m $4.1m 0.01% Added +1.3k +1,304
14 AVANTAX ADVISORY SERVICES, INC. 0.02% of their portfolio DALLAS, TX 152,954153.0k $3.9m $3.9m 0.02% Reduced -16.5k -16,517
15 Integrated Wealth Concepts LLC 0.04% of their portfolio WALTHAM, MA 145,503145.5k $3.7m $3.7m 0.04% Added +6.1k +6,143
16 Ellsworth Advisors, LLC 0.77% of their portfolio HUDSON, OH 123,664123.7k $3.2m $3.2m 0.77% Added +2.1k +2,089
17 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 111,783111.8k $2.9m $2.9m 0.00% Reduced -492 -492
18 Valtinson Bruner Financial Planning LLC 0.87% of their portfolio NEW BRIGHTON, MN 107,921107.9k $2.8m $2.8m 0.87% Reduced -1 -1
19 Advisory Services Network, LLC 0.04% of their portfolio ATLANTA, GA 103,624103.6k $2.7m $2.7m 0.04% Reduced -7.5k -7,502
20 Lunt Capital Management, Inc. 1.01% of their portfolio HOLLADAY, UT 103,161103.2k $2.6m $2.6m 1.01% Reduced -16.3k -16,253
21 ROVIN CAPITAL /UT/ /ADV 0.64% of their portfolio MESA, AZ 82,36782.4k $2.1m $2.1m 0.64% Reduced -7.5k -7,546
22 TRANSCEND CAPITAL ADVISORS, LLC 0.15% of their portfolio MADISON, NJ 75,00575.0k $1.9m $1.9m 0.15% Added +24.9k +24,894
23 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 66,86866.9k $1.7m $1.7m 0.00% Reduced -37.3k -37,338
24 Tradition Wealth Management, LLC 0.13% of their portfolio EDINA, MN 65,49065.5k $1.7m $1.7m 0.13% Added +12.4k +12,450
25 Aptus Capital Advisors, LLC 0.02% of their portfolio FAIRHOPE, AL 60,31560.3k $1.5m $1.5m 0.02% Reduced -1.8k -1,833
26 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 57,52057.5k $1.5m $1.5m 0.00% Reduced -6.6k -6,616
27 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 56,52156.5k $1.4m $1.4m 0.01% Unchanged
28 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 53,59253.6k $1.4m $1.4m 0.01% Added +2.6k +2,616
29 FSB PREMIER WEALTH MANAGEMENT, INC. 0.48% of their portfolio WATERLOO, IA 52,94452.9k $1.4m $1.4m 0.48% Reduced -2.5k -2,465
30 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 49,87049.9k $1.3m $1.3m 0.00% Added +14.2k +14,179
31 CoreCap Advisors, LLC 0.05% of their portfolio SOUTHFIELD, MI 46,84446.8k $1.2m $1.2m 0.05% Reduced -382 -382
32 SILVER OAK SECURITIES, INCORPORATED 0.10% of their portfolio JACKSON, TN 45,77345.8k $1.2m $1.2m 0.10% Added +137 +137
33 Harvest Investment Services, LLC 0.21% of their portfolio Oakbrook Terrace, IL 36,35236.4k $928.4k $928.4k 0.21% Reduced -3.8k -3,816
34 NOVEM GROUP 0.12% of their portfolio Rochester, NY 35,97736.0k $918.9k $918.9k 0.12% Reduced -737 -737
35 Jaffetilchin Investment Partners, LLC 0.06% of their portfolio TAMPA, FL 33,12033.1k $845.9k $845.9k 0.06% Unchanged
36 Ameritas Advisory Services, LLC 0.04% of their portfolio Lincoln, NE 31,85831.9k $813.7k $813.7k 0.04% Reduced -17.2k -17,164
37 Onyx Bridge Wealth Group LLC 0.10% of their portfolio TARRYTOWN, NY 30,32230.3k $774.4k $774.4k 0.10% Reduced -1.2k -1,165
38 Financial Guidance Group, Inc. 0.37% of their portfolio Palm Harbor, FL 29,85229.9k $762.4k $762.4k 0.37% Reduced -625 -625
39 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 29,54729.5k $754.6k $754.6k 0.02% Reduced -9.8k -9,835
40 Mariner, LLC 0.00% of their portfolio Overland Park, KS 28,71928.7k $733.5k $733.5k 0.00% Added +2.0k +1,991
41 Sigma Planning Corp 0.02% of their portfolio ANN ARBOR, MI 26,27726.3k $671.1k $671.1k 0.02% Added +160 +160
42 IAMS WEALTH MANAGEMENT, LLC 0.30% of their portfolio OMAHA, NE 25,77625.8k $658.3k $658.3k 0.30% Unchanged
43 UBS Group AG 0.00% of their portfolio ZURICH, V8 25,38525.4k $648.3k $648.3k 0.00% Added +805 +805
44 Clear Creek Financial Management, LLC 0.06% of their portfolio SILVERDALE, WA 23,20023.2k $592.5k $592.5k 0.06% Reduced -200 -200
45 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 22,95723.0k $586.3k $586.3k 0.01% Added +5.7k +5,669
46 Financial Network Wealth Advisors LLC 0.70% of their portfolio MURRAY, UT 22,66822.7k $578.9k $578.9k 0.70% Reduced -10 -10
47 TCFG WEALTH MANAGEMENT, LLC 0.26% of their portfolio LAGUNA NIGUEL, CA 22,59722.6k $577.1k $577.1k 0.26% Added +300 +300
48 PFG Advisors 0.03% of their portfolio Phoenix, AZ 22,12522.1k $565.1k $565.1k 0.03% Added +1.5k +1,521
49 Wealthcare Advisory Partners LLC 0.01% of their portfolio WEST CHESTER, PA 21,27321.3k $543.3k $543.3k 0.01% Unchanged
50 KINGSWOOD WEALTH ADVISORS, LLC 0.04% of their portfolio SAN DIEGO, CA 20,97521.0k $535.7k $535.7k 0.04% Reduced -36.8k -36,807
51 Gateway Wealth Partners, LLC 0.10% of their portfolio APPLETON, WI 20,94820.9k $535.0k $535.0k 0.10% Reduced -2.3k -2,280
52 DHJJ Financial Advisors, Ltd. 0.19% of their portfolio NAPERVILLE, IL 20,66220.7k $527.7k $527.7k 0.19% Added +31 +31
53 Simplicity Wealth,LLC 0.02% of their portfolio SUMMIT, NJ 20,35020.4k $519.7k $519.7k 0.02% Added +10.3k +10,348
54 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 19,44219.4k $496.5k $496.5k 0.01% Added +5.2k +5,247
55 Avior Wealth Management, LLC 0.02% of their portfolio OMAHA, NE 18,72618.7k $478.3k $478.3k 0.02% Added +2.9k +2,913
56 American Trust 0.04% of their portfolio LEXINGTON, KY 18,56218.6k $474.1k $474.1k 0.04% New
57 CENTAURUS FINANCIAL, INC. 0.03% of their portfolio ANAHEIM, CA 17,81917.8k $455.0k $455.0k 0.03% Added +230 +230
58 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 17,20817.2k $439.5k $439.5k 0.00% Reduced -26.1k -26,137
59 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 12,91012.9k $329.7k $329.7k 0.01% Added +430 +430
60 KFG WEALTH MANAGEMENT, LLC 0.05% of their portfolio GRANGER, IN 12,14012.1k $310.1k $310.1k 0.05% Reduced -200 -200
61 Crewe Advisors LLC 0.04% of their portfolio SALT LAKE CITY, UT 11,49711.5k $293.6k $293.6k 0.04% New
62 TFB Advisors LLC 0.08% of their portfolio OVERLAND PARK, KS 11,30611.3k $288.8k $288.8k 0.08% Added +5 +5
63 Signal Advisors Wealth, LLC 0.02% of their portfolio DETROIT, MI 10,29610.3k $263.0k $263.0k 0.02% Reduced -3.6k -3,597
64 Foguth Wealth Management, LLC. 0.06% of their portfolio BRIGHTON, MI 10,29610.3k $263.0k $263.0k 0.06% Reduced -3.6k -3,597
65 HBW ADVISORY SERVICES LLC 0.03% of their portfolio SIMI VALLEY, CA 9,5909.6k $244.9k $244.9k 0.03% Unchanged
66 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 9,4319.4k $241.0k $241.0k 0.00% Unchanged
67 BLACK POINT WEALTH MANAGEMENT 6.76% of their portfolio NAPLES, FL 9,2559.3k $236.4k $236.4k 6.76% Reduced -20.5k -20,495
68 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 8,8468.8k $225.9k $225.9k 0.00% New
69 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 8,4168.4k $214.9k $214.9k 0.01% New
70 Kelly Financial Services LLC 0.06% of their portfolio BRAINTREE, MA 8,3428.3k $213.1k $213.1k 0.06% New
71 GUARDIAN WEALTH ADVISORS, LLC / NC 0.01% of their portfolio RALEIGH, NC 8,2328.2k $210.2k $210.2k 0.01% Reduced -740 -740
72 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 8,0158.0k $205.0k $205.0k 0.01% New
73 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 3,9003.9k $99.5k $99.5k 0.00% New
74 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 3,1453.1k $80.3k $80.3k 0.00% Unchanged
75 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 2,7772.8k $70.9k $70.9k 0.00% Added +308 +308
76 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 2,3642.4k $60.4k $60.4k 0.00% First filing
77 REAP Financial Group, LLC 0.01% of their portfolio AUSTIN, TX 2,2832.3k $58.3k $58.3k 0.01% Reduced -56 -56
78 Sunbelt Securities, Inc. 0.00% of their portfolio HOUSTON, TX 2,1012.1k $51.5k $51.5k 0.00% Unchanged
79 IMG Wealth Management, Inc. 0.03% of their portfolio JACKSONVILLE, FL 1,6961.7k $43.3k $43.3k 0.03% Reduced -181 -181
80 PFS Partners, LLC 0.02% of their portfolio MINE HILL, NJ 1,2581.3k $32.1k $32.1k 0.02% Unchanged
81 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,1801.2k $30.0k $30.0k 0.00% New
82 EVOLUTION WEALTH MANAGEMENT INC. 0.03% of their portfolio FORT MYERS, FL 920920 $23.5k $23.5k 0.03% First filing
83 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 597597 $15.2k $15.2k 0.00% New
84 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 440440 $11.2k $11.2k 0.00% Unchanged
85 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 330330 $8.4k $8.4k 0.00% Unchanged
86 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 300300 $7.7k $7.7k 0.00% Unchanged
87 AMERICAN NATIONAL BANK & TRUST 0.00% of their portfolio WICHITA FALLS, TX 245245 $6.3k $6.3k 0.00% Unchanged
88 Legacy Investment Solutions, LLC 0.00% of their portfolio BOISE, ID 4444 $1.1k $1.1k 0.00% First filing
89 Legacy Wealth Managment, LLC/ID 0.00% of their portfolio BOISE, ID 4444 $1.1k $1.1k 0.00% Reduced -21 -21
90 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged