Vault-13

FIRST TR EXCHNG TRADED FD VI BUFG

VEST BUFFERED · ETP · CUSIP 33740U778

77 institutional holders -13 vs Q2 2025
8,054,6898.1m shares reported held*
$216.6mreported value*
6 new 28 added 30 reduced 14 sold out net bought ≈ $8.5m (+314.8k 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 ≈ $26.89.

Trends to Q3 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: 90Q3 25: 7777Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 202577

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q4 23: 35 bought or addedQ4 23: 34 cut or sold outQ1 24: 43 bought or addedQ1 24: 27 cut or sold outQ1 24Q2 24: 38 bought or addedQ2 24: 33 cut or sold outQ3 24: 44 bought or addedQ3 24: 33 cut or sold outQ3 24Q4 24: 46 bought or addedQ4 24: 27 cut or sold outQ1 25: 45 bought or addedQ1 25: 36 cut or sold outQ1 25Q2 25: 35 bought or addedQ2 25: 50 cut or sold outQ3 25: 34 bought or addedQ3 25: 44 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20233534
Q1 20244327
Q2 20243833
Q3 20244433
Q4 20244627
Q1 20254536
Q2 20253550
Q3 20253444

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +321,014+321.0k
ROVIN CAPITAL /UT/ /ADV Added +88,375+88.4k
Private Advisor Group, LLC New +84,542+84.5k
LPL Financial LLC Added +70,002+70.0k
Sanctuary Advisors, LLC Added +53,532+53.5k
Centennial Wealth Advisory LLC Added +39,155+39.2k
TRANSCEND CAPITAL ADVISORS, LLC Added +21,853+21.9k
OSAIC HOLDINGS, INC. Added +16,637+16.6k
ASSETMARK, INC Added +13,817+13.8k
Kestra Advisory Services, LLC Added +12,742+12.7k

Biggest sellers

SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -66,868-66.9k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -58,922-58.9k
FreeGulliver LLC Reduced -48,678-48.7k
CoreCap Advisors, LLC Sold out -46,844-46.8k
Integrated Wealth Concepts LLC Reduced -46,446-46.4k
SILVER OAK SECURITIES, INCORPORATED Sold out -45,773-45.8k
UBS Group AG Sold out -25,385-25.4k
Rockefeller Capital Management L.P. Reduced -25,034-25.0k
KINGSWOOD WEALTH ADVISORS, LLC Sold out -20,975-21.0k
Cetera Investment Advisers Reduced -20,700-20.7k

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 1,122,9921.1m $30.3m $30.3m 0.01% Added +321.0k +321,014
2 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 984,282984.3k $26.5m $26.5m 0.03% Reduced -58.9k -58,922
3 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 787,171787.2k $21.2m $21.2m 0.01% Added +70.0k +70,002
4 Centennial Wealth Advisory LLC 4.55% of their portfolio Traverse City, MI 606,362606.4k $16.3m $16.3m 4.55% Added +39.2k +39,155
5 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 406,138406.1k $10.9m $10.9m 0.01% Reduced -20.7k -20,700
6 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 350,601350.6k $9.3m $9.3m 0.01% Added +16.6k +16,637
7 CWM, LLC 0.02% of their portfolio OMAHA, NE 284,355284.4k $7.7m $7.7m 0.02% Added +7.0k +6,985
8 FreeGulliver LLC 3.38% of their portfolio NEW ORLEANS, LA 279,835279.8k $7.5m $7.5m 3.38% Reduced -48.7k -48,678
9 SYNOVUS FINANCIAL CORP 0.08% of their portfolio Columbus, GA 264,457264.5k $7.1m $7.1m 0.08% Reduced -8.5k -8,470
10 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 246,069246.1k $6.6m $6.6m 0.01% Added +13.8k +13,817
11 Geneos Wealth Management Inc. 0.14% of their portfolio ENGLEWOOD, CO 211,968212.0k $5.7m $5.7m 0.14% Reduced -737 -737
12 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 174,526174.5k $4.7m $4.7m 0.01% Added +12.5k +12,492
13 ROVIN CAPITAL /UT/ /ADV 0.65% of their portfolio MESA, AZ 170,742170.7k $4.5m $4.5m 0.65% Added +88.4k +88,375
14 WORLD EQUITY GROUP, INC. 1.04% of their portfolio SCHAUMBURG, IL 170,410170.4k $4.6m $4.6m 1.04% Added +735 +735
15 Ellsworth Advisors, LLC 0.73% of their portfolio HUDSON, OH 128,002128.0k $3.4m $3.4m 0.73% Added +4.3k +4,338
16 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 110,342110.3k $3.0m $3.0m 0.00% Reduced -1.4k -1,441
17 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 110,053110.1k $2.8m $2.8m 0.01% Added +53.5k +53,532
18 Valtinson Bruner Financial Planning LLC 0.87% of their portfolio NEW BRIGHTON, MN 109,147109.1k $2.9m $2.9m 0.87% Added +1.2k +1,226
19 Lunt Capital Management, Inc. 1.05% of their portfolio HOLLADAY, UT 101,523101.5k $2.7m $2.7m 1.05% Reduced -1.6k -1,638
20 Integrated Wealth Concepts LLC 0.02% of their portfolio WALTHAM, MA 99,05799.1k $2.7m $2.7m 0.02% Reduced -46.4k -46,446
21 TRANSCEND CAPITAL ADVISORS, LLC 0.18% of their portfolio MADISON, NJ 96,85896.9k $2.6m $2.6m 0.18% Added +21.9k +21,853
22 Advisory Services Network, LLC 0.04% of their portfolio ATLANTA, GA 94,19794.2k $2.5m $2.5m 0.04% Reduced -9.4k -9,427
23 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 84,54284.5k $2.3m $2.3m 0.01% New
24 Tradition Wealth Management, LLC 0.15% of their portfolio EDINA, MN 76,40276.4k $2.1m $2.1m 0.15% Added +10.9k +10,912
25 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 66,33466.3k $1.8m $1.8m 0.01% Added +12.7k +12,742
26 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 63,11063.1k $1.7m $1.7m 0.00% Added +5.6k +5,590
27 Aptus Capital Advisors, LLC 0.01% of their portfolio FAIRHOPE, AL 55,26355.3k $1.5m $1.5m 0.01% Reduced -5.1k -5,052
28 FSB PREMIER WEALTH MANAGEMENT, INC. 0.47% of their portfolio WATERLOO, IA 52,94452.9k $1.4m $1.4m 0.47% Unchanged
29 Mariner, LLC 0.00% of their portfolio Overland Park, KS 38,30638.3k $1.0m $1.0m 0.00% Added +9.6k +9,587
30 Harvest Investment Services, LLC 0.21% of their portfolio Oakbrook Terrace, IL 38,19738.2k $1.0m $1.0m 0.21% Added +1.8k +1,845
31 NOVEM GROUP 0.11% of their portfolio Rochester, NY 35,80735.8k $964.6k $964.6k 0.11% Reduced -170 -170
32 Jaffetilchin Investment Partners, LLC 0.05% of their portfolio TAMPA, FL 33,12033.1k $892.3k $892.3k 0.05% Unchanged
33 Onyx Bridge Wealth Group LLC 0.09% of their portfolio TARRYTOWN, NY 30,32230.3k $816.9k $816.9k 0.09% Unchanged
34 PFG Advisors 0.03% of their portfolio Phoenix, AZ 28,21228.2k $760.0k $760.0k 0.03% Added +6.1k +6,087
35 Gateway Wealth Partners, LLC 0.10% of their portfolio APPLETON, WI 28,14228.1k $758.1k $758.1k 0.10% Added +7.2k +7,194
36 Financial Guidance Group, Inc. 0.34% of their portfolio Palm Harbor, FL 28,03728.0k $755.3k $755.3k 0.34% Reduced -1.8k -1,815
37 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 27,73027.7k $747.0k $747.0k 0.02% Reduced -1.8k -1,817
38 Ameritas Advisory Services, LLC 0.05% of their portfolio Lincoln, NE 26,50026.5k $713.9k $713.9k 0.05% Reduced -5.4k -5,358
39 Sigma Planning Corp 0.02% of their portfolio ANN ARBOR, MI 26,44926.4k $712.5k $712.5k 0.02% Added +172 +172
40 IAMS WEALTH MANAGEMENT, LLC 0.28% of their portfolio OMAHA, NE 25,77625.8k $694.4k $694.4k 0.28% Unchanged
41 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 25,72925.7k $693.1k $693.1k 0.00% Added +8.5k +8,521
42 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 24,83624.8k $669.1k $669.1k 0.00% Reduced -25.0k -25,034
43 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 23,10523.1k $622.4k $622.4k 0.01% Added +148 +148
44 Clear Creek Financial Management, LLC 0.05% of their portfolio SILVERDALE, WA 23,10023.1k $622.3k $622.3k 0.05% Reduced -100 -100
45 Financial Network Wealth Advisors LLC 0.65% of their portfolio MURRAY, UT 22,03722.0k $593.7k $593.7k 0.65% Reduced -631 -631
46 Wealthcare Advisory Partners LLC 0.01% of their portfolio WEST CHESTER, PA 21,27321.3k $573.1k $573.1k 0.01% Unchanged
47 TCFG WEALTH MANAGEMENT, LLC 0.22% of their portfolio LAGUNA NIGUEL, CA 20,90720.9k $563.2k $563.2k 0.22% Reduced -1.7k -1,690
48 CENTAURUS FINANCIAL, INC. 0.03% of their portfolio ANAHEIM, CA 19,99020.0k $539.0k $539.0k 0.03% Added +2.2k +2,171
49 DHJJ Financial Advisors, Ltd. 0.18% of their portfolio NAPERVILLE, IL 19,64219.6k $529.2k $529.2k 0.18% Reduced -1.0k -1,020
50 American Trust 0.04% of their portfolio LEXINGTON, KY 18,49418.5k $498.2k $498.2k 0.04% Reduced -68 -68
51 Avior Wealth Management, LLC 0.01% of their portfolio OMAHA, NE 15,81315.8k $426.0k $426.0k 0.01% Reduced -2.9k -2,913
52 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 15,25515.3k $411.0k $411.0k 0.01% Added +2.3k +2,345
53 Capital Analysts, LLC 0.01% of their portfolio FORT WASHINGTON, PA 12,56912.6k $339.0k $339.0k 0.01% New
54 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 12,16612.2k $327.8k $327.8k 0.01% Added +3.8k +3,750
55 KFG WEALTH MANAGEMENT, LLC 0.05% of their portfolio GRANGER, IN 12,14012.1k $327.1k $327.1k 0.05% Unchanged
56 Crewe Advisors LLC 0.03% of their portfolio SALT LAKE CITY, UT 11,11511.1k $299.4k $299.4k 0.03% Reduced -382 -382
57 TFB Advisors LLC 0.08% of their portfolio OVERLAND PARK, KS 10,43110.4k $279.7k $279.7k 0.08% Reduced -875 -875
58 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 10,02210.0k $270.0k $270.0k 0.00% Added +591 +591
59 Simplicity Wealth,LLC 0.02% of their portfolio SUMMIT, NJ 9,8489.8k $265.3k $265.3k 0.02% Reduced -10.5k -10,502
60 HBW ADVISORY SERVICES LLC 0.03% of their portfolio SIMI VALLEY, CA 9,5909.6k $258.4k $258.4k 0.03% Unchanged
61 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 8,8108.8k $237.3k $237.3k 0.00% Reduced -36 -36
62 Kelly Financial Services LLC 0.06% of their portfolio BRAINTREE, MA 8,1928.2k $220.7k $220.7k 0.06% Reduced -150 -150
63 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 7,4927.5k $201.8k $201.8k 0.00% New
64 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 3,1603.2k $85.1k $85.1k 0.00% Added +383 +383
65 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 2,3592.4k $63.6k $63.6k 0.00% Reduced -5 -5
66 REAP Financial Group, LLC 0.01% of their portfolio AUSTIN, TX 2,2642.3k $61.0k $61.0k 0.01% Reduced -19 -19
67 AMERIFLEX GROUP, INC. 0.02% of their portfolio LAS VEGAS, NV 2,2242.2k $59.9k $59.9k 0.02% New
68 Sunbelt Securities, Inc. 0.00% of their portfolio HOUSTON, TX 2,1012.1k $56.6k $56.6k 0.00% Unchanged
69 IMG Wealth Management, Inc. 0.03% of their portfolio JACKSONVILLE, FL 1,4201.4k $38.3k $38.3k 0.03% Reduced -276 -276
70 PFS Partners, LLC 0.02% of their portfolio MINE HILL, NJ 1,2581.3k $33.9k $33.9k 0.02% Unchanged
71 EVOLUTION WEALTH MANAGEMENT INC. 0.03% of their portfolio FORT MYERS, FL 920920 $24.8k $24.8k 0.03% Unchanged
72 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 495495 $13.3k $13.3k 0.00% New
73 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 440440 $11.9k $11.9k 0.00% Unchanged
74 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 422422 $11.0k $11.0k 0.00% Reduced -758 -758
75 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 330330 $8.9k $8.9k 0.00% Unchanged
76 AMERICAN NATIONAL BANK & TRUST 0.00% of their portfolio WICHITA FALLS, TX 245245 $6.6k $6.6k 0.00% Unchanged
77 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 215215 $5.8k $5.8k 0.00% New