Vault-13

FIRST TR EXCHNG TRADED FD VI BUFG

VEST BUFFERED · ETP · CUSIP 33740U778

89 institutional holders +1 vs Q1 2026
8,353,7538.4m shares reported held*
$244.9mreported value*
9 new 32 added 29 reduced 5 sold out net bought ≈ $7.5m (+256.5k 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 ≈ $29.32.

Trends to Q2 2026

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: 77Q4 25: 88Q1 26: 88Q2 26: 8989Q3 22Q3 23Q3 24Q3 25Q2 26
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
Q4 202588
Q1 202688
Q2 202689

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q3 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 25Q3 25: 34 bought or addedQ3 25: 44 cut or sold outQ4 25: 35 bought or addedQ4 25: 38 cut or sold outQ4 25Q1 26: 36 bought or addedQ1 26: 38 cut or sold outQ2 26: 41 bought or addedQ2 26: 34 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20244433
Q4 20244627
Q1 20254536
Q2 20253550
Q3 20253444
Q4 20253538
Q1 20263638
Q2 20264134

Biggest buyers

Centennial Wealth Advisory LLC Added +94,801+94.8k
OneDigital Investment Advisors LLC Added +59,470+59.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +50,774+50.8k
COMMONWEALTH EQUITY SERVICES, LLC Added +35,894+35.9k
Tradition Wealth Management, LLC Added +34,950+35.0k
Valmark Advisers, Inc. Added +34,482+34.5k
CITADEL ADVISORS LLC New +31,483+31.5k
Summit Financial, LLC New +28,516+28.5k
Cetera Investment Advisers Added +27,226+27.2k
HARBOUR INVESTMENTS, INC. Added +26,427+26.4k

Biggest sellers

Pacific Excel Wealth Advisors, Inc. Sold out -51,505-51.5k
LPL Financial LLC Reduced -49,880-49.9k
Benson Wealth Management INC Reduced -42,141-42.1k
OLD MISSION CAPITAL LLC Reduced -40,448-40.4k
Gateway Wealth Partners, LLC Reduced -29,245-29.2k
Avior Wealth Management, LLC Sold out -15,813-15.8k
Financial Network Wealth Advisors LLC Reduced -15,185-15.2k
Private Advisor Group, LLC Reduced -14,941-14.9k
FreeGulliver LLC Reduced -12,975-13.0k
Advisory Services Network, LLC Reduced -9,795-9.8k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio WALTHAM, MA 1,084,9871.1m $31.8m $31.8m 0.04% Added +35.9k +35,894
2 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 1,063,6491.1m $31.2m $31.2m 0.01% Reduced -3.5k -3,464
3 Centennial Wealth Advisory LLC 4.85% of their portfolio Traverse City, MI 765,916765.9k $22.5m $22.5m 4.85% Added +94.8k +94,801
4 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 675,892675.9k $19.8m $19.8m 0.00% Reduced -49.9k -49,880
5 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 437,729437.7k $12.8m $12.8m 0.01% Added +27.2k +27,226
6 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 401,362401.4k $11.8m $11.8m 0.01% Added +157 +157
7 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 284,509284.5k $8.3m $8.3m 0.01% Added +14.5k +14,536
8 Pinnacle Financial Partners, Inc. 0.05% of their portfolio ATLANTA, GA 269,133269.1k $7.9m $7.9m 0.05% Added +10.7k +10,678
9 FreeGulliver LLC 2.49% of their portfolio NEW ORLEANS, LA 240,658240.7k $7.1m $7.1m 2.49% Reduced -13.0k -12,975
10 Geneos Wealth Management Inc. 0.13% of their portfolio ENGLEWOOD, CO 225,181225.2k $6.6m $6.6m 0.13% Added +4.6k +4,582
11 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 199,739199.7k $5.9m $5.9m 0.01% Added +7.5k +7,466
12 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 195,614195.6k $5.7m $5.7m 0.01% Added +7.7k +7,667
13 WORLD EQUITY GROUP, INC. 1.12% of their portfolio SCHAUMBURG, IL 170,648170.6k $5.0m $5.0m 1.12% Added +2.0k +2,021
14 Tradition Wealth Management, LLC 0.30% of their portfolio EDINA, MN 169,744169.7k $5.0m $5.0m 0.30% Added +35.0k +34,950
15 OneDigital Investment Advisors LLC 0.04% of their portfolio OVERLAND PARK, KS 142,866142.9k $4.2m $4.2m 0.04% Added +59.5k +59,470
16 Valmark Advisers, Inc. 0.04% of their portfolio AKRON, OH 118,508118.5k $3.5m $3.5m 0.04% Added +34.5k +34,482
17 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 113,545113.5k $3.4m $3.4m 0.01% Added +7.3k +7,270
18 Valtinson Bruner Financial Planning LLC 0.81% of their portfolio NEW BRIGHTON, MN 109,900109.9k $3.2m $3.2m 0.81% Added +994 +994
19 TRANSCEND CAPITAL ADVISORS, LLC 0.22% of their portfolio MADISON, NJ 109,295109.3k $3.2m $3.2m 0.22% Added +583 +583
20 Integrated Wealth Concepts LLC 0.02% of their portfolio WALTHAM, MA 107,294107.3k $3.1m $3.1m 0.02% Added +2.3k +2,259
21 Lunt Capital Management, Inc. 0.93% of their portfolio HOLLADAY, UT 86,67086.7k $2.5m $2.5m 0.93% Reduced -1.3k -1,306
22 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 73,73573.7k $2.2m $2.2m 0.01% Added +239 +239
23 Arkadios Wealth Advisors 0.03% of their portfolio ATLANTA, GA 72,19472.2k $2.1m $2.1m 0.03% Reduced -785 -785
24 Mariner, LLC 0.00% of their portfolio Overland Park, KS 63,25163.3k $1.9m $1.9m 0.00% Added +11.0k +10,995
25 Ameritas Advisory Services, LLC 0.04% of their portfolio Lincoln, NE 61,09561.1k $1.8m $1.8m 0.04% Added +18.5k +18,467
26 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 60,63660.6k $1.8m $1.8m 0.00% Added +50.8k +50,774
27 Aptus Capital Advisors, LLC 0.01% of their portfolio FAIRHOPE, AL 51,54751.5k $1.5m $1.5m 0.01% Unchanged
28 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 50,20950.2k $1.5m $1.5m 0.01% Reduced -6.1k -6,097
29 FSB PREMIER WEALTH MANAGEMENT, INC. 0.40% of their portfolio WATERLOO, IA 48,13648.1k $1.4m $1.4m 0.40% Reduced -4.8k -4,768
30 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 46,39246.4k $1.4m $1.4m 0.01% Reduced -375 -375
31 Advisory Services Network, LLC 0.02% of their portfolio ATLANTA, GA 45,17845.2k $1.3m $1.3m 0.02% Reduced -9.8k -9,795
32 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 38,52838.5k $1.1m $1.1m 0.02% Added +26.4k +26,427
33 Harvest Investment Services, LLC 0.16% of their portfolio Oakbrook Terrace, IL 35,70535.7k $1.0m $1.0m 0.16% Added +137 +137
34 OLD MISSION CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 34,86834.9k $1.0m $1.0m 0.03% Reduced -40.4k -40,448
35 GREAT VALLEY ADVISOR GROUP, INC. 0.02% of their portfolio WILMINGTON, DE 33,15533.2k $972.0k $972.0k 0.02% Reduced -895 -895
36 NOVEM GROUP 0.10% of their portfolio Rochester, NY 32,99133.0k $967.2k $967.2k 0.10% Reduced -175 -175
37 Gateway Wealth Partners, LLC 0.06% of their portfolio APPLETON, WI 31,98132.0k $937.5k $937.5k 0.06% Reduced -29.2k -29,245
38 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 31,48331.5k $922.9k $922.9k 0.00% New
39 Onyx Bridge Wealth Group LLC 0.08% of their portfolio TARRYTOWN, NY 29,97730.0k $878.8k $878.8k 0.08% Unchanged
40 Summit Financial, LLC 0.01% of their portfolio PARSIPPANY, NJ 28,51628.5k $836.0k $836.0k 0.01% New
41 Financial Guidance Group, Inc. 0.31% of their portfolio Palm Harbor, FL 28,03728.0k $821.9k $821.9k 0.31% Unchanged
42 Capital Analysts, LLC 0.02% of their portfolio FORT WASHINGTON, PA 26,83326.8k $786.0k $786.0k 0.02% Added +104 +104
43 IAMS WEALTH MANAGEMENT, LLC 0.23% of their portfolio OMAHA, NE 26,01226.0k $762.6k $762.6k 0.23% Added +236 +236
44 PFG Advisors 0.03% of their portfolio Phoenix, AZ 23,08923.1k $676.9k $676.9k 0.03% Reduced -1.5k -1,523
45 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 22,89222.9k $671.1k $671.1k 0.00% Reduced -14.9k -14,941
46 American Trust 0.05% of their portfolio LEXINGTON, KY 21,73021.7k $637.1k $637.1k 0.05% Added +130 +130
47 Wealthcare Advisory Partners LLC 0.01% of their portfolio WEST CHESTER, PA 21,26121.3k $623.3k $623.3k 0.01% Unchanged
48 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 20,33620.3k $596.2k $596.2k 0.01% Added +460 +460
49 TCFG Investment Advisors, LLC 0.20% of their portfolio LAGUNA NIGUEL, CA 20,23820.2k $593.3k $593.3k 0.20% Reduced -57 -57
50 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 18,95319.0k $555.6k $555.6k 0.00% Reduced -12 -12
51 Clear Creek Financial Management, LLC 0.04% of their portfolio SILVERDALE, WA 18,92518.9k $554.8k $554.8k 0.04% Reduced -275 -275
52 DHJJ Financial Advisors, Ltd. 0.15% of their portfolio NAPERVILLE, IL 17,72617.7k $519.6k $519.6k 0.15% Reduced -731 -731
53 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 17,62317.6k $516.6k $516.6k 0.01% Added +1.2k +1,182
54 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 16,82516.8k $493.2k $493.2k 0.01% Reduced -834 -834
55 BAM Wealth Management, LLC 0.26% of their portfolio LAKEWOOD, CO 14,41214.4k $422.5k $422.5k 0.26% New
56 Kovack Advisors, Inc. 0.02% of their portfolio FT. LAUDERDALE, FL 13,92913.9k $408.3k $408.3k 0.02% Reduced -5.3k -5,261
57 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 13,56013.6k $398.0k $398.0k 0.00% Added +639 +639
58 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 12,00212.0k $351.0k $351.0k 0.00% New
59 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 11,66211.7k $340.3k $340.3k 0.00% Added +10.9k +10,907
60 SageGuard Financial Group, LLC 0.05% of their portfolio GOODLETTSVILLE, TN 11,65911.7k $341.8k $341.8k 0.05% Reduced -2.7k -2,691
61 Crewe Advisors LLC 0.02% of their portfolio SALT LAKE CITY, UT 11,11511.1k $325.8k $325.8k 0.02% Unchanged
62 Keystone Financial Group 0.02% of their portfolio LEXINGTON, KY 10,25010.2k $300.5k $300.5k 0.02% Unchanged
63 Foguth Wealth Management, LLC. 0.03% of their portfolio BRIGHTON, MI 10,23210.2k $299.5k $299.5k 0.03% Unchanged
64 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 9,8319.8k $288.2k $288.2k 0.00% Unchanged
65 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 9,6479.6k $282.8k $282.8k 0.00% New
66 HBW ADVISORY SERVICES LLC 0.03% of their portfolio SIMI VALLEY, CA 9,5909.6k $281.1k $281.1k 0.03% Unchanged
67 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 9,1579.2k $268.4k $268.4k 0.00% Added +1.2k +1,160
68 Simplicity Wealth,LLC 0.01% of their portfolio SUMMIT, NJ 8,6808.7k $254.5k $254.5k 0.01% Reduced -481 -481
69 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 8,6558.7k $254.0k $254.0k 0.01% Reduced -8.1k -8,133
70 Prospera Financial Services Inc 0.00% of their portfolio Dallas, TX 8,2268.2k $241.1k $241.1k 0.00% New
71 Kelly Financial Services LLC 0.05% of their portfolio BRAINTREE, MA 7,9447.9k $232.9k $232.9k 0.05% Unchanged
72 Mutual Advisors, LLC 0.00% of their portfolio OMAHA, NE 7,4397.4k $218.1k $218.1k 0.00% New
73 Financial Network Wealth Advisors LLC 0.12% of their portfolio MURRAY, UT 4,0424.0k $118.5k $118.5k 0.12% Reduced -15.2k -15,185
74 IFG Advisory, LLC 0.00% of their portfolio ATLANTA, GA 3,7973.8k $111.3k $111.3k 0.00% Unchanged
75 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 2,3532.4k $69.0k $69.0k 0.00% First filing
76 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 2,1652.2k $63.5k $63.5k 0.00% Reduced -687 -687
77 REAP Financial Group, LLC 0.01% of their portfolio AUSTIN, TX 2,1532.2k $63.1k $63.1k 0.01% Reduced -38 -38
78 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,8991.9k $56.0k $56.0k 0.00% Added +1.5k +1,477
79 PFS Partners, LLC 0.01% of their portfolio MINE HILL, NJ 1,2581.3k $36.9k $36.9k 0.01% Unchanged
80 AMERIFLEX GROUP, INC. 0.01% of their portfolio LAS VEGAS, NV 1,1121.1k $32.6k $32.6k 0.01% Unchanged
81 Benson Wealth Management INC 0.03% of their portfolio OOLTEWAH, TN, TN 1,0241.0k $30.0k $30.0k 0.03% Reduced -42.1k -42,141
82 EVOLUTION WEALTH MANAGEMENT INC. 0.02% of their portfolio FORT MYERS, FL 989989 $29.0k $29.0k 0.02% Unchanged
83 IMG Wealth Management, Inc. 0.01% of their portfolio JACKSONVILLE, FL 611611 $17.9k $17.9k 0.01% Reduced -352 -352
84 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 440440 $12.9k $12.9k 0.00% Unchanged
85 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 330330 $9.7k $9.7k 0.00% Unchanged
86 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 300300 $8.8k $8.8k 0.00% Unchanged
87 AMERICAN NATIONAL BANK & TRUST 0.00% of their portfolio WICHITA FALLS, TX 245245 $7.2k $7.2k 0.00% Unchanged
88 JFS WEALTH ADVISORS, LLC 0.00% of their portfolio HERMITAGE, PA 7979 $2.3k $2.3k 0.00% New
89 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 7070 $2.1k $2.1k 0.00% New