Vault-13

FIRST TR EXCHNG TRADED FD VI XDEC

FT VEST U.S · ETP · CUSIP 33740U786

75 institutional holders +5 vs Q3 2023
7,548,8137.5m shares reported held*
$257.0mreported value*
10 new 22 added 30 reduced 7 sold out net sold ≈ $17.3m (-508.3k 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 ≈ $34.05.

Trends to Q4 2023

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 29Q4 22: 50Q1 23: 72Q2 23: 74Q3 23: 70Q4 23: 7575Q3 22Q4 22Q1 23Q2 23Q3 23Q4 23
Numbers
QuarterHolders
Q3 202229
Q4 202250
Q1 202372
Q2 202374
Q3 202370
Q4 202375

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 23Q4 23: 32 bought or addedQ4 23: 37 cut or sold outQ4 23
Numbers
QuarterBought or addedCut or sold out
Q4 20223911
Q1 20235218
Q2 20232437
Q3 20231455
Q4 20233237

Biggest buyers

SMART Wealth LLC New +528,935+528.9k
AE Wealth Management LLC Added +110,777+110.8k
Arkadios Wealth Advisors Added +78,586+78.6k
Private Advisor Group, LLC New +73,609+73.6k
Cambridge Investment Research Advisors, Inc. Added +52,359+52.4k
Global Retirement Partners, LLC Added +43,655+43.7k
Orion Portfolio Solutions, LLC Added +39,540+39.5k
Orion Porfolio Solutions, LLC Added +39,540+39.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +20,529+20.5k
MML INVESTORS SERVICES, LLC Added +15,522+15.5k

Biggest sellers

COMMONWEALTH EQUITY SERVICES, LLC Reduced -650,382-650.4k
Bouchey Financial Group, Ltd. Reduced -244,406-244.4k
OSAIC HOLDINGS, INC. Reduced -196,036-196.0k
ROVIN CAPITAL /UT/ /ADV Reduced -177,221-177.2k
KESTRA PRIVATE WEALTH SERVICES, LLC Reduced -97,474-97.5k
Atria Wealth Solutions, Inc. Sold out -50,086-50.1k
Aptus Capital Advisors, LLC Reduced -44,590-44.6k
Cetera Advisors LLC Reduced -32,951-33.0k
ROYAL BANK OF CANADA Reduced -22,357-22.4k
Prostatis Group LLC Reduced -15,995-16.0k

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, Q4 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OSAIC HOLDINGS, INC. 0.10% of their portfolio SCOTTSDALE, AZ 1,710,7831.7m $58.2m $58.2m 0.10% Reduced -196.0k -196,036
2 SMART Wealth LLC 9.83% of their portfolio Omaha, NE 528,935528.9k $18.0m $18.0m 9.83% New
3 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 498,219498.2k $17.0m $17.0m 0.01% Added +5.1k +5,137
4 ROVIN CAPITAL /UT/ /ADV 7.42% of their portfolio MESA, AZ 481,561481.6k $16.4m $16.4m 7.42% Reduced -177.2k -177,221
5 Bouchey Financial Group, Ltd. 1.55% of their portfolio TROY, NY 426,353426.4k $14.5m $14.5m 1.55% Reduced -244.4k -244,406
6 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 411,934411.9k $14.0m $14.0m 0.03% Reduced -650.4k -650,382
7 TRUIST FINANCIAL CORP 0.02% of their portfolio CHARLOTTE, NC 341,309341.3k $11.6m $11.6m 0.02% Added +11.3k +11,279
8 Janney Montgomery Scott LLC 0.04% of their portfolio PHILADELPHIA, PA 340,364340.4k $11.6m $11.6m 0.04% Added +10.9k +10,935
9 BEACON FINANCIAL GROUP 1.06% of their portfolio DALLAS, TX 255,721255.7k $8.7m $8.7m 1.06% Added +2.4k +2,420
10 MML INVESTORS SERVICES, LLC 0.03% of their portfolio SPRINGFIELD, MA 195,878195.9k $6.7m $6.7m 0.03% Added +15.5k +15,522
11 Cetera Advisors LLC 0.09% of their portfolio DENVER, CO 181,255181.3k $6.2m $6.2m 0.09% Reduced -33.0k -32,951
12 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 178,191178.2k $6.1m $6.1m 0.03% Added +52.4k +52,359
13 AE Wealth Management LLC 0.03% of their portfolio TOPEKA, KS 173,849173.8k $6.0m $6.0m 0.03% Added +110.8k +110,777
14 Cetera Investment Advisers 0.04% of their portfolio SCHAUMBURG, IL 133,537133.5k $4.5m $4.5m 0.04% Reduced -3.5k -3,485
15 Global Retirement Partners, LLC 0.18% of their portfolio San Rafael, CA 125,840125.8k $4.3m $4.3m 0.18% Added +43.7k +43,655
16 Prostatis Group LLC 1.78% of their portfolio HANOVER, MD 125,211125.2k $4.3m $4.3m 1.78% Reduced -16.0k -15,995
17 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 112,840112.8k $3.8m $3.8m 0.03% Added +8.8k +8,802
18 Arkadios Wealth Advisors 0.26% of their portfolio ATLANTA, GA 91,41891.4k $3.1m $3.1m 0.26% Added +78.6k +78,586
19 LINCOLN NATIONAL CORP 0.05% of their portfolio RADNOR, PA 84,66584.7k $2.9m $2.9m 0.05% Reduced -1.9k -1,862
20 HARBOUR INVESTMENTS, INC. 0.11% of their portfolio MADISON, WI 79,36579.4k $2.7m $2.7m 0.11% Reduced -2.5k -2,466
21 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 73,60973.6k $2.5m $2.5m 0.02% New
22 Kure Advisory, LLC 1.30% of their portfolio PLYMOUTH, MN 73,45973.5k $2.5m $2.5m 1.30% Reduced -1.5k -1,466
23 Main Street Financial Solutions, LLC 0.30% of their portfolio NEWTOWN, PA 68,91868.9k $2.3m $2.3m 0.30% Unchanged
24 Grant Street Asset Management, Inc. 0.75% of their portfolio CANONSBURG, PA 62,28362.3k $2.1m $2.1m 0.75% Reduced -2.7k -2,740
25 Orion Porfolio Solutions, LLC 0.02% of their portfolio OMAHA, NE 56,18056.2k $1.9m $1.9m 0.02% Added +39.5k +39,540
26 Orion Portfolio Solutions, LLC 0.02% of their portfolio Omaha, NE 56,18056.2k $1.9m $1.9m 0.02% Added +39.5k +39,540
27 WEALTHSOURCE PARTNERS, LLC 0.12% of their portfolio SAN LUIS OBISPO, CA 52,20052.2k $1.8m $1.8m 0.12% Unchanged
28 First Heartland Consultants, Inc. 0.17% of their portfolio LAKE ST. LOUIS, MO 41,45441.5k $1.4m $1.4m 0.17% Added +4.1k +4,065
29 KESTRA PRIVATE WEALTH SERVICES, LLC 0.04% of their portfolio AUSTIN, TX 40,69140.7k $1.4m $1.4m 0.04% Reduced -97.5k -97,474
30 Cambridge Advisors Inc. 0.34% of their portfolio OMAHA, NE 39,26839.3k $1.3m $1.3m 0.34% Added +8.4k +8,390
31 InterOcean Capital Group, LLC 0.03% of their portfolio NASHVILLE, TN 34,43534.4k $1.2m $1.2m 0.03% Added +1.6k +1,562
32 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.25% of their portfolio BLUE BELL, PA 30,26830.3k $1.0m $1.0m 0.25% Reduced -146 -146
33 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 29,62229.6k $1.0m $1.0m 0.00% Added +20.5k +20,529
34 Onyx Bridge Wealth Group LLC 0.19% of their portfolio TARRYTOWN, NY 27,11027.1k $922.6k $922.6k 0.19% Reduced -10.8k -10,824
35 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 24,16124.2k $833.8k $833.8k 0.01% Reduced -1.7k -1,676
36 REAP Financial Group, LLC 0.22% of their portfolio AUSTIN, TX 21,81521.8k $742.4k $742.4k 0.22% First filing
37 Cetera Advisor Networks LLC 0.00% of their portfolio EL SEGUNDO, CA 21,66321.7k $737.2k $737.2k 0.00% Reduced -6.3k -6,303
38 Signal Advisors Wealth, LLC 0.22% of their portfolio DETROIT, MI 18,72318.7k $637.1k $637.1k 0.22% First filing
39 Stonebridge Financial Planning Group, LLC 0.37% of their portfolio ORLANDO, FL 18,65018.6k $634.7k $634.7k 0.37% Reduced -5.4k -5,435
40 Mariner, LLC 0.00% of their portfolio Overland Park, KS 18,37918.4k $625.4k $625.4k 0.00% Reduced -14 -14
41 Outlook Wealth Advisors, LLC 0.22% of their portfolio SHENANDOAH, TX 18,08818.1k $615.5k $615.5k 0.22% Added +6.6k +6,643
42 Jaffetilchin Investment Partners, LLC 0.06% of their portfolio TAMPA, FL 17,40417.4k $592.3k $592.3k 0.06% Reduced -2.7k -2,656
43 CORRADO ADVISORS, LLC 0.45% of their portfolio RAMSEY, NJ 16,23616.2k $552.5k $552.5k 0.45% Reduced -97 -97
44 StoneX Group Inc. 0.05% of their portfolio NEW YORK, NY 15,95216.0k $542.8k $542.8k 0.05% Reduced -930 -930
45 Bison Wealth, LLC 0.10% of their portfolio Atlanta, GA 15,77715.8k $536.9k $536.9k 0.10% Added +1.1k +1,091
46 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 14,65214.7k $498.6k $498.6k 0.01% Added +4.0k +4,041
47 Key Client Fiduciary Advisors, LLC 0.28% of their portfolio Fairfield, NJ 14,10414.1k $480.0k $480.0k 0.28% Added +550 +550
48 SILVER OAK SECURITIES, INCORPORATED 0.06% of their portfolio JACKSON, TN 12,45512.5k $423.8k $423.8k 0.06% Added +1.1k +1,087
49 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.03% of their portfolio BIRMINGHAM, AL 12,33112.3k $419.6k $419.6k 0.03% Reduced -337 -337
50 Keystone Wealth Services, LLC 0.14% of their portfolio PALM DESERT, CA 11,63211.6k $395.8k $395.8k 0.14% Reduced -4.5k -4,450
51 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 10,08310.1k $343.1k $343.1k 0.00% Reduced -798 -798
52 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 9,7129.7k $330.5k $330.5k 0.00% New
53 Echo Wealth Management, LLC 0.31% of their portfolio PLYMOUTH, MN 9,6239.6k $328.5k $328.5k 0.31% Unchanged
54 Private Advisory Group LLC 0.06% of their portfolio REDMOND, WA 9,5329.5k $324.4k $324.4k 0.06% Reduced -2.2k -2,223
55 Cedar Brook Financial Partners, LLC 0.07% of their portfolio CLEVELAND, OH 9,4149.4k $321.8k $321.8k 0.07% Reduced -583 -583
56 Wealthcare Advisory Partners LLC 0.01% of their portfolio WEST CHESTER, PA 9,0539.1k $308.1k $308.1k 0.01% Reduced -1.4k -1,429
57 CWM, LLC 0.00% of their portfolio OMAHA, NE 7,8527.9k $267.0k $267.0k 0.00% Unchanged
58 CENTAURUS FINANCIAL, INC. 0.02% of their portfolio ANAHEIM, CA 7,5697.6k $258.0k $258.0k 0.02% Unchanged
59 Millington Financial Advisors, LLC 0.16% of their portfolio NAPERVILLE, IL 6,0196.0k $204.8k $204.8k 0.16% New
60 Wagner Wealth Management, LLC 0.07% of their portfolio GREENVILLE, SC 5,9105.9k $201.1k $201.1k 0.07% Unchanged
61 LVZ, Inc. 0.03% of their portfolio Holland, MI 5,9085.9k $201.0k $201.0k 0.03% New
62 DHJJ Financial Advisors, Ltd. 0.08% of their portfolio NAPERVILLE, IL 5,0915.1k $173.2k $173.2k 0.08% Added +2.0k +2,006
63 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 4,4274.4k $150.7k $150.7k 0.01% Reduced -1.7k -1,675
64 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 4,4054.4k $150.0k $150.0k 0.00% Reduced -22.4k -22,357
65 PFS Partners, LLC 0.09% of their portfolio MINE HILL, NJ 3,7053.7k $126.1k $126.1k 0.09% New
66 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 2,6002.6k $88.5k $88.5k 0.00% New
67 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 1,2001.2k $41.3k $41.3k 0.00% Unchanged
68 Integrity Financial Corp /WA 0.02% of their portfolio JACKSON, WY 845845 $28.8k $28.8k 0.02% Unchanged
69 Iron Horse Wealth Management, LLC 0.01% of their portfolio JOHSTON, IA 367367 $12.5k $12.5k 0.01% Unchanged
70 Tanglewood Legacy Advisors, LLC 0.01% of their portfolio HOUSTON, TX 340340 $11.6k $11.6k 0.01% Unchanged
71 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 8787 $3.0k $3.0k 0.00% New
72 OLIVER LAGORE VANVALIN INVESTMENT GROUP 0.00% of their portfolio FLINT, MI 4242 $1.4k $1.4k 0.00% New
73 Abound Wealth Management 0.00% of their portfolio FRANKLIN, TN 4242 $1.4k $1.4k 0.00% New
74 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 3030 $1.0k $1.0k 0.00% Reduced -44.6k -44,590
75 GUARDIAN WEALTH ADVISORS, LLC / NC 0.00% of their portfolio RALEIGH, NC 3030 $1.0k $1.0k 0.00% Unchanged