Vault-13

FIRST TR EXCHNG TRADED FD VI XDEC

FT VEST U.S · ETP · CUSIP 33740U786

72 institutional holders +22 vs Q4 2022
9,880,2779.9m shares reported held*
$308.5mreported value*
24 new 28 added 15 reduced 3 sold out net bought ≈ $83.5m (+2.7m 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 ≈ $31.22.

Trends to Q1 2023

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 29Q4 22: 50Q1 23: 7272Q3 22Q4 22Q1 23
Numbers
QuarterHolders
Q3 202229
Q4 202250
Q1 202372

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 22: 39 bought or addedQ4 22: 11 cut or sold outQ4 22Q1 23: 52 bought or addedQ1 23: 18 cut or sold outQ1 23
Numbers
QuarterBought or addedCut or sold out
Q4 20223911
Q1 20235218

Biggest buyers

COMMONWEALTH EQUITY SERVICES, LLC Added +961,582+961.6k
Mariner, LLC New +309,040+309.0k
Atria Investments, Inc New +308,179+308.2k
BEACON FINANCIAL GROUP New +254,111+254.1k
ENVESTNET ASSET MANAGEMENT INC Added +162,277+162.3k
MML INVESTORS SERVICES, LLC New +160,622+160.6k
Janney Montgomery Scott LLC Added +146,797+146.8k
Cetera Investment Advisers Added +146,461+146.5k
Cambridge Investment Research Advisors, Inc. Added +127,497+127.5k
OSAIC HOLDINGS, INC. Added +89,599+89.6k

Biggest sellers

Cetera Advisors LLC Reduced -387,006-387.0k
Onyx Bridge Wealth Group LLC Reduced -199,738-199.7k
AVANTAX ADVISORY SERVICES, INC. Reduced -25,158-25.2k
B. Riley Wealth Advisors, Inc. Reduced -22,269-22.3k
IFP Advisors, Inc Reduced -18,800-18.8k
WOLVERINE TRADING, LLC Sold out -15,276-15.3k
Arlington Capital Management, Inc. Sold out -10,549-10.5k
Bouchey Financial Group, Ltd. Reduced -10,233-10.2k
Insight Advisors, LLC/ PA Reduced -6,242-6.2k
Prostatis Group LLC Reduced -5,523-5.5k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
FIRST TRUST PORTFOLIOS LP 13G · institution +2.8 pts · filed 2026-10-14 13.5% +2.8 pts 640.1k≈ $27.4m 2026-10-14

Holders, Q1 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OSAIC HOLDINGS, INC. 0.10% of their portfolio SCOTTSDALE, AZ 1,665,9711.7m $52.0m $52.0m 0.10% Added +89.6k +89,599
2 COMMONWEALTH EQUITY SERVICES, LLC 0.07% of their portfolio WALTHAM, MA 1,101,0751.1m $34.4m $34.4m 0.07% Added +961.6k +961,582
3 Bouchey Financial Group, Ltd. 3.01% of their portfolio TROY, NY 731,200731.2k $22.8m $22.8m 3.01% Reduced -10.2k -10,233
4 ROVIN CAPITAL /UT/ /ADV 9.60% of their portfolio MESA, AZ 645,058645.1k $20.1m $20.1m 9.60% Added +7.0k +7,039
5 Janney Montgomery Scott LLC 0.07% of their portfolio PHILADELPHIA, PA 577,220577.2k $18.0m $18.0m 0.07% Added +146.8k +146,797
6 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 504,241504.2k $15.7m $15.7m 0.01% Added +162.3k +162,277
7 Kestra Advisory Services, LLC 0.16% of their portfolio AUSTIN, TX 478,588478.6k $14.9m $14.9m 0.16% Added +62.5k +62,494
8 KESTRA PRIVATE WEALTH SERVICES, LLC 0.45% of their portfolio AUSTIN, TX 359,467359.5k $11.2m $11.2m 0.45% Added +35.6k +35,632
9 TRUIST FINANCIAL CORP 0.02% of their portfolio CHARLOTTE, NC 322,517322.5k $10.1m $10.1m 0.02% Added +42.5k +42,513
10 Mariner, LLC 0.03% of their portfolio Overland Park, KS 309,040309.0k $9.6m $9.6m 0.03% New
11 Atria Investments, Inc 0.18% of their portfolio Charlotte, NC 308,179308.2k $9.6m $9.6m 0.18% New
12 Cetera Advisors LLC 0.14% of their portfolio DENVER, CO 264,260264.3k $8.2m $8.2m 0.14% Reduced -387.0k -387,006
13 BEACON FINANCIAL GROUP 1.11% of their portfolio DALLAS, TX 254,111254.1k $7.9m $7.9m 1.11% New
14 Cetera Investment Advisers 0.05% of their portfolio SCHAUMBURG, IL 181,942181.9k $5.7m $5.7m 0.05% Added +146.5k +146,461
15 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 174,830174.8k $5.5m $5.5m 0.03% Added +127.5k +127,497
16 MML INVESTORS SERVICES, LLC 0.04% of their portfolio SPRINGFIELD, MA 160,622160.6k $5.0m $5.0m 0.04% New
17 Prostatis Group LLC 2.54% of their portfolio HANOVER, MD 154,196154.2k $4.8m $4.8m 2.54% Reduced -5.5k -5,523
18 Mutual Advisors, LLC 0.17% of their portfolio OMAHA, NE 135,826135.8k $4.2m $4.2m 0.17% Added +19.6k +19,615
19 First Heartland Consultants, Inc. 0.62% of their portfolio LAKE ST. LOUIS, MO 131,130131.1k $4.1m $4.1m 0.62% Added +24.9k +24,896
20 LINCOLN NATIONAL CORP 0.06% of their portfolio RADNOR, PA 85,63285.6k $2.7m $2.7m 0.06% Added +2.2k +2,209
21 Global Retirement Partners, LLC 0.14% of their portfolio San Rafael, CA 81,73381.7k $2.6m $2.6m 0.14% Not comparable
22 Grant Street Asset Management, Inc. 1.02% of their portfolio CANONSBURG, PA 80,71080.7k $2.5m $2.5m 1.02% Added +19.1k +19,124
23 StoneX Group Inc. 0.27% of their portfolio NEW YORK, NY 80,25580.3k $2.5m $2.5m 0.27% Added +2.2k +2,206
24 Advisor Resource Council 0.62% of their portfolio DALLAS, TX 78,38678.4k $2.4m $2.4m 0.62% New
25 AE Wealth Management LLC 0.02% of their portfolio TOPEKA, KS 77,47977.5k $2.4m $2.4m 0.02% Added +11.7k +11,730
26 Main Street Financial Solutions, LLC 0.32% of their portfolio NEWTOWN, PA 69,91869.9k $2.2m $2.2m 0.32% Added +1.7k +1,700
27 HARBOUR INVESTMENTS, INC. 0.11% of their portfolio MADISON, WI 63,51563.5k $2.0m $2.0m 0.11% Added +60.8k +60,845
28 Onyx Bridge Wealth Group LLC 0.78% of their portfolio TARRYTOWN, NY 62,34762.3k $1.9m $1.9m 0.78% Reduced -199.7k -199,738
29 WEALTHSOURCE PARTNERS, LLC 0.11% of their portfolio SAN LUIS OBISPO, CA 52,20052.2k $1.6m $1.6m 0.11% Added +4.7k +4,700
30 AVANTAX ADVISORY SERVICES, INC. 0.02% of their portfolio DALLAS, TX 46,81846.8k $1.5m $1.5m 0.02% Reduced -25.2k -25,158
31 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 41,87741.9k $1.3m $1.3m 0.00% New
32 InterOcean Capital Group, LLC 0.04% of their portfolio NASHVILLE, TN 34,70834.7k $1.1m $1.1m 0.04% Added +1.9k +1,898
33 OLD MISSION CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 32,88432.9k $1.0m $1.0m 0.03% New
34 Cambridge Advisors Inc. 0.25% of their portfolio OMAHA, NE 31,17831.2k $973.3k $973.3k 0.25% Added +260 +260
35 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 30,88930.9k $964.3k $964.3k 0.01% Reduced -165 -165
36 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.29% of their portfolio BLUE BELL, PA 30,50130.5k $952.2k $952.2k 0.29% Added +19.8k +19,801
37 Stonebridge Financial Planning Group, LLC 0.56% of their portfolio ORLANDO, FL 27,92027.9k $871.6k $871.6k 0.56% New
38 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 25,46325.5k $795.0k $795.0k 0.00% New
39 CWM, LLC 0.01% of their portfolio OMAHA, NE 24,86424.9k $776.0k $776.0k 0.01% New
40 KRAEMATON INVESTMENT ADVISORS, INC 0.88% of their portfolio BRAINTREE, MA 24,37524.4k $760.9k $760.9k 0.88% New
41 Insight Advisors, LLC/ PA 0.17% of their portfolio Newtown, PA 23,61423.6k $737.2k $737.2k 0.17% Reduced -6.2k -6,242
42 Cetera Advisor Networks LLC 0.01% of their portfolio EL SEGUNDO, CA 22,20522.2k $693.2k $693.2k 0.01% Added +4.8k +4,822
43 Jaffetilchin Investment Partners, LLC 0.07% of their portfolio TAMPA, FL 20,06020.1k $626.2k $626.2k 0.07% Added +1.5k +1,514
44 HBW ADVISORY SERVICES LLC 0.15% of their portfolio SIMI VALLEY, CA 19,53519.5k $610.0k $610.0k 0.15% New
45 Wealthcare Advisory Partners LLC 0.02% of their portfolio WEST CHESTER, PA 18,38318.4k $573.9k $573.9k 0.02% New
46 SILVER OAK SECURITIES, INCORPORATED 0.09% of their portfolio JACKSON, TN 17,88517.9k $558.0k $558.0k 0.09% Added +3.5k +3,532
47 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 17,22017.2k $537.6k $537.6k 0.00% New
48 CORRADO ADVISORS, LLC 0.35% of their portfolio RAMSEY, NJ 16,99717.0k $530.6k $530.6k 0.35% Reduced -392 -392
49 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 16,63616.6k $519.3k $519.3k 0.01% New
50 Orion Portfolio Solutions, LLC 0.01% of their portfolio Omaha, NE 16,63616.6k $519.3k $519.3k 0.01% New
51 Keystone Wealth Services, LLC 0.21% of their portfolio PALM DESERT, CA 16,08216.1k $502.0k $502.0k 0.21% Reduced -3 -3
52 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.03% of their portfolio RICHMOND, VA 13,79513.8k $430.6k $430.6k 0.03% Reduced -1.7k -1,655
53 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.03% of their portfolio BIRMINGHAM, AL 12,66812.7k $395.5k $395.5k 0.03% Added +6.3k +6,273
54 Private Advisory Group LLC 0.08% of their portfolio REDMOND, WA 11,85711.9k $370.1k $370.1k 0.08% Reduced -157 -157
55 Echo Wealth Management, LLC 0.41% of their portfolio PLYMOUTH, MN 11,76811.8k $367.4k $367.4k 0.41% Added +3.5k +3,487
56 Outlook Wealth Advisors, LLC 0.16% of their portfolio SHENANDOAH, TX 11,44511.4k $357.3k $357.3k 0.16% New
57 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 10,72210.7k $334.7k $334.7k 0.01% Reduced -22.3k -22,269
58 Key Client Fiduciary Advisors, LLC 0.20% of their portfolio Fairfield, NJ 10,10410.1k $315.4k $315.4k 0.20% New
59 Cedar Brook Financial Partners, LLC 0.08% of their portfolio CLEVELAND, OH 9,99710.0k $312.1k $312.1k 0.08% Added +647 +647
60 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 9,3479.3k $291.6k $291.6k 0.00% New
61 CENTAURUS FINANCIAL, INC. 0.02% of their portfolio ANAHEIM, CA 8,4138.4k $263.0k $263.0k 0.02% Unchanged
62 Wagner Wealth Management, LLC 0.08% of their portfolio GREENVILLE, SC 5,9105.9k $184.5k $184.5k 0.08% Unchanged
63 Belpointe Asset Management LLC 0.01% of their portfolio RENO, NV 3,3763.4k $105.4k $105.4k 0.01% Unchanged
64 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 3,1023.1k $94.9k $94.9k 0.00% Reduced -18.8k -18,800
65 UBS Group AG 0.00% of their portfolio ZURICH, V8 2,5992.6k $81.1k $81.1k 0.00% New
66 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 2,2242.2k $69.5k $69.5k 0.00% New
67 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 1,6001.6k $49.9k $49.9k 0.00% Reduced -567 -567
68 Integrity Financial Corp /WA 0.04% of their portfolio JACKSON, WY 1,5431.5k $48.2k $48.2k 0.04% Unchanged
69 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 1,0291.0k $32.0k $32.0k 0.00% Reduced -3.5k -3,477
70 Tanglewood Legacy Advisors, LLC 0.01% of their portfolio HOUSTON, TX 340340 $10.6k $10.6k 0.01% New
71 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 3030 $937 $937 0.00% New
72 GUARDIAN WEALTH ADVISORS, LLC / NC 0.00% of their portfolio RALEIGH, NC 3030 $937 $937 0.00% New