Vault-13

FIRST TR EXCHNG TRADED FD VI XDEC

FT VEST U.S · ETP · CUSIP 33740U786

70 institutional holders -4 vs Q2 2023
8,016,5558.0m shares reported held*
$263.7mreported value*
5 new 9 added 45 reduced 10 sold out net sold ≈ $12.4m (-5.0m 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 ≈ $32.89.

Trends to Q3 2023

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 29Q4 22: 50Q1 23: 72Q2 23: 74Q3 23: 7070Q3 22Q4 22Q1 23Q2 23Q3 23
Numbers
QuarterHolders
Q3 202229
Q4 202250
Q1 202372
Q2 202374
Q3 202370

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 23Q2 23: 24 bought or addedQ2 23: 37 cut or sold outQ2 23Q3 23: 14 bought or addedQ3 23: 55 cut or sold outQ3 23
Numbers
QuarterBought or addedCut or sold out
Q4 20223911
Q1 20235218
Q2 20232437
Q3 20231455

Biggest buyers

OSAIC HOLDINGS, INC. Added +243,649+243.6k
Aptus Capital Advisors, LLC Added +44,590+44.6k
TRUIST FINANCIAL CORP Added +15,802+15.8k
Arkadios Wealth Advisors New +12,832+12.8k
BEACON FINANCIAL GROUP Added +7,678+7.7k
Cetera Advisors LLC Added +5,115+5.1k
Key Client Fiduciary Advisors, LLC Added +3,450+3.5k
DHJJ Financial Advisors, Ltd. New +3,085+3.1k
ROVIN CAPITAL /UT/ /ADV Added +1,600+1.6k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO New +1,000+1.0k

Biggest sellers

Prostatis Group LLC Reduced -4,600,042-4.6m
Mutual Advisors, LLC Sold out -92,849-92.8k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -85,831-85.8k
Janney Montgomery Scott LLC Reduced -69,748-69.7k
Cambridge Investment Research Advisors, Inc. Reduced -47,023-47.0k
Kestra Advisory Services, LLC Reduced -40,483-40.5k
OLD MISSION CAPITAL LLC Reduced -32,115-32.1k
Onyx Bridge Wealth Group LLC Reduced -25,336-25.3k
KRAEMATON INVESTMENT ADVISORS, INC Sold out -24,375-24.4k
HARBOUR INVESTMENTS, INC. Reduced -23,270-23.3k

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, Q3 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OSAIC HOLDINGS, INC. 0.09% of their portfolio SCOTTSDALE, AZ 1,906,8191.9m $62.7m $62.7m 0.09% Added +243.6k +243,649
2 COMMONWEALTH EQUITY SERVICES, LLC 0.07% of their portfolio WALTHAM, MA 1,062,3161.1m $34.9m $34.9m 0.07% Reduced -85.8k -85,831
3 Bouchey Financial Group, Ltd. 2.70% of their portfolio TROY, NY 670,759670.8k $22.1m $22.1m 2.70% Reduced -20.6k -20,586
4 ROVIN CAPITAL /UT/ /ADV 9.99% of their portfolio MESA, AZ 658,782658.8k $21.7m $21.7m 9.99% Added +1.6k +1,600
5 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 493,082493.1k $16.2m $16.2m 0.01% Reduced -11.9k -11,921
6 TRUIST FINANCIAL CORP 0.02% of their portfolio CHARLOTTE, NC 330,030330.0k $10.9m $10.9m 0.02% Added +15.8k +15,802
7 Janney Montgomery Scott LLC 0.04% of their portfolio PHILADELPHIA, PA 329,429329.4k $10.8m $10.8m 0.04% Reduced -69.7k -69,748
8 BEACON FINANCIAL GROUP 1.19% of their portfolio DALLAS, TX 253,301253.3k $8.4m $8.4m 1.19% Added +7.7k +7,678
9 Cetera Advisors LLC 0.11% of their portfolio DENVER, CO 214,206214.2k $7.0m $7.0m 0.11% Added +5.1k +5,115
10 MML INVESTORS SERVICES, LLC 0.03% of their portfolio SPRINGFIELD, MA 180,356180.4k $5.9m $5.9m 0.03% Reduced -9.6k -9,603
11 Prostatis Group LLC 2.26% of their portfolio HANOVER, MD 141,206141.2k $4.6m $4.6m 2.26% Reduced -4.6m -4,600,042
12 KESTRA PRIVATE WEALTH SERVICES, LLC 0.14% of their portfolio AUSTIN, TX 138,165138.2k $4.5m $4.5m 0.14% Reduced -10.2k -10,228
13 Cetera Investment Advisers 0.04% of their portfolio SCHAUMBURG, IL 137,022137.0k $4.5m $4.5m 0.04% Reduced -12.1k -12,065
14 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 125,832125.8k $4.1m $4.1m 0.02% Reduced -47.0k -47,023
15 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 104,038104.0k $3.4m $3.4m 0.03% Reduced -40.5k -40,483
16 LINCOLN NATIONAL CORP 0.06% of their portfolio RADNOR, PA 86,52786.5k $2.8m $2.8m 0.06% Reduced -100 -100
17 Global Retirement Partners, LLC 0.14% of their portfolio San Rafael, CA 82,18582.2k $2.7m $2.7m 0.14% Reduced -607 -607
18 HARBOUR INVESTMENTS, INC. 0.14% of their portfolio MADISON, WI 81,83181.8k $2.7m $2.7m 0.14% Reduced -23.3k -23,270
19 Kure Advisory, LLC 1.40% of their portfolio PLYMOUTH, MN 74,92574.9k $2.5m $2.5m 1.40% First filing
20 Main Street Financial Solutions, LLC 0.32% of their portfolio NEWTOWN, PA 68,91868.9k $2.3m $2.3m 0.32% Reduced -1.0k -1,000
21 Grant Street Asset Management, Inc. 0.86% of their portfolio CANONSBURG, PA 65,02365.0k $2.1m $2.1m 0.86% Reduced -3.8k -3,772
22 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 63,07263.1k $2.1m $2.1m 0.01% Reduced -15.2k -15,213
23 WEALTHSOURCE PARTNERS, LLC 0.12% of their portfolio SAN LUIS OBISPO, CA 52,20052.2k $1.7m $1.7m 0.12% Unchanged
24 Atria Wealth Solutions, Inc. 0.02% of their portfolio NEW YORK, NY 50,08650.1k $1.6m $1.6m 0.02% Reduced -1.8k -1,837
25 Aptus Capital Advisors, LLC 0.04% of their portfolio FAIRHOPE, AL 44,62044.6k $1.5m $1.5m 0.04% Added +44.6k +44,590
26 Onyx Bridge Wealth Group LLC 0.29% of their portfolio TARRYTOWN, NY 37,93437.9k $1.2m $1.2m 0.29% Reduced -25.3k -25,336
27 First Heartland Consultants, Inc. 0.16% of their portfolio LAKE ST. LOUIS, MO 37,38937.4k $1.2m $1.2m 0.16% Reduced -13.7k -13,737
28 InterOcean Capital Group, LLC 0.03% of their portfolio NASHVILLE, TN 32,87332.9k $1.1m $1.1m 0.03% Reduced -915 -915
29 Cambridge Advisors Inc. 0.27% of their portfolio OMAHA, NE 30,87830.9k $1.0m $1.0m 0.27% Reduced -300 -300
30 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.27% of their portfolio BLUE BELL, PA 30,41430.4k $1.0m $1.0m 0.27% Reduced -51 -51
31 Cetera Advisor Networks LLC 0.01% of their portfolio EL SEGUNDO, CA 27,96628.0k $919.8k $919.8k 0.01% Reduced -1.4k -1,397
32 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 26,76226.8k $880.0k $880.0k 0.00% Reduced -12.7k -12,651
33 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 25,83725.8k $849.8k $849.8k 0.01% Reduced -3.6k -3,552
34 Stonebridge Financial Planning Group, LLC 0.51% of their portfolio ORLANDO, FL 24,08524.1k $792.2k $792.2k 0.51% Reduced -3.8k -3,835
35 Jaffetilchin Investment Partners, LLC 0.07% of their portfolio TAMPA, FL 20,06020.1k $659.8k $659.8k 0.07% Unchanged
36 Mariner, LLC 0.00% of their portfolio Overland Park, KS 18,39318.4k $604.9k $604.9k 0.00% Reduced -590 -590
37 StoneX Group Inc. 0.06% of their portfolio NEW YORK, NY 16,88216.9k $555.2k $555.2k 0.06% Reduced -7.8k -7,820
38 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 16,64016.6k $547.3k $547.3k 0.01% Added +2 +2
39 Orion Portfolio Solutions, LLC 0.01% of their portfolio Omaha, NE 16,64016.6k $547.3k $547.3k 0.01% Added +2 +2
40 CORRADO ADVISORS, LLC 0.37% of their portfolio RAMSEY, NJ 16,33316.3k $537.2k $537.2k 0.37% Reduced -508 -508
41 Keystone Wealth Services, LLC 0.20% of their portfolio PALM DESERT, CA 16,08216.1k $528.9k $528.9k 0.20% Unchanged
42 Bison Wealth, LLC 0.09% of their portfolio Atlanta, GA 14,68614.7k $483.0k $483.0k 0.09% Reduced -6.8k -6,843
43 Key Client Fiduciary Advisors, LLC 0.27% of their portfolio Fairfield, NJ 13,55413.6k $445.8k $445.8k 0.27% Added +3.5k +3,450
44 Arkadios Wealth Advisors 0.04% of their portfolio ATLANTA, GA 12,83212.8k $422.0k $422.0k 0.04% New
45 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.03% of their portfolio BIRMINGHAM, AL 12,66812.7k $416.6k $416.6k 0.03% Unchanged
46 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 12,19812.2k $401.2k $401.2k 0.00% Reduced -5.0k -4,974
47 Private Advisory Group LLC 0.08% of their portfolio REDMOND, WA 11,75511.8k $386.6k $386.6k 0.08% Reduced -173 -173
48 Outlook Wealth Advisors, LLC 0.14% of their portfolio SHENANDOAH, TX 11,44511.4k $376.4k $376.4k 0.14% Unchanged
49 SILVER OAK SECURITIES, INCORPORATED 0.08% of their portfolio JACKSON, TN 11,36811.4k $373.9k $373.9k 0.08% Reduced -671 -671
50 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 10,88110.9k $357.9k $357.9k 0.00% Reduced -304 -304
51 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 10,61110.6k $349.0k $349.0k 0.01% Reduced -32.1k -32,115
52 Wealthcare Advisory Partners LLC 0.02% of their portfolio WEST CHESTER, PA 10,48210.5k $344.8k $344.8k 0.02% Reduced -7.7k -7,685
53 Cedar Brook Financial Partners, LLC 0.09% of their portfolio CLEVELAND, OH 9,99710.0k $328.8k $328.8k 0.09% Unchanged
54 Echo Wealth Management, LLC 0.34% of their portfolio PLYMOUTH, MN 9,6239.6k $316.5k $316.5k 0.34% Reduced -1.4k -1,409
55 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 9,0939.1k $299.1k $299.1k 0.00% Reduced -20.0k -20,009
56 CWM, LLC 0.00% of their portfolio OMAHA, NE 7,8527.9k $258.0k $258.0k 0.00% Reduced -1.8k -1,793
57 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 7,6357.6k $251.1k $251.1k 0.01% Reduced -1.7k -1,699
58 CENTAURUS FINANCIAL, INC. 0.02% of their portfolio ANAHEIM, CA 7,5697.6k $249.0k $249.0k 0.02% Reduced -240 -240
59 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 6,1026.1k $200.7k $200.7k 0.01% Reduced -102 -102
60 Wagner Wealth Management, LLC 0.07% of their portfolio GREENVILLE, SC 5,9105.9k $194.4k $194.4k 0.07% Unchanged
61 DHJJ Financial Advisors, Ltd. 0.05% of their portfolio NAPERVILLE, IL 3,0853.1k $101.5k $101.5k 0.05% New
62 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.00% of their portfolio RICHMOND, VA 1,8451.8k $60.7k $60.7k 0.00% Reduced -13.7k -13,650
63 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 1,2001.2k $39.5k $39.5k 0.00% Reduced -400 -400
64 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,1011.1k $36.2k $36.2k 0.00% Reduced -909 -909
65 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 1,0001.0k $32.9k $32.9k 0.00% New
66 Integrity Financial Corp /WA 0.02% of their portfolio JACKSON, WY 845845 $27.8k $27.8k 0.02% Unchanged
67 BlackRock Inc. 0.00% of their portfolio New York, NY 583583 $19.2k $19.2k 0.00% New
68 Iron Horse Wealth Management, LLC 0.01% of their portfolio JOHSTON, IA 367367 $12.1k $12.1k 0.01% New
69 Tanglewood Legacy Advisors, LLC 0.01% of their portfolio HOUSTON, TX 340340 $11.2k $11.2k 0.01% Unchanged
70 GUARDIAN WEALTH ADVISORS, LLC / NC 0.00% of their portfolio RALEIGH, NC 3030 $987 $987 0.00% Unchanged