Vault-13

FIRST TR EXCHNG TRADED FD VI XDEC

FT VEST U.S · ETP · CUSIP 33740U786

78 institutional holders +3 vs Q4 2023
7,316,0847.3m shares reported held*
$257.9mreported value*
12 new 27 added 26 reduced 10 sold out net sold ≈ $12.2m (-344.9k 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 ≈ $35.26.

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 29Q4 22: 50Q1 23: 72Q2 23: 74Q3 23: 70Q4 23: 75Q1 24: 7878Q3 22Q1 23Q3 23Q1 24
Numbers
QuarterHolders
Q3 202229
Q4 202250
Q1 202372
Q2 202374
Q3 202370
Q4 202375
Q1 202478

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 23Q1 24: 39 bought or addedQ1 24: 36 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q4 20223911
Q1 20235218
Q2 20232437
Q3 20231455
Q4 20233237
Q1 20243936

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +264,470+264.5k
Cetera Investment Advisers Added +202,020+202.0k
HARBOUR INVESTMENTS, INC. Added +96,060+96.1k
JANE STREET GROUP, LLC New +50,584+50.6k
TOWNSQUARE CAPITAL LLC New +40,410+40.4k
COMMONWEALTH EQUITY SERVICES, LLC Added +26,618+26.6k
LexAurum Advisors, LLC New +25,049+25.0k
WealthPLAN Partners, LLC New +19,169+19.2k
MML INVESTORS SERVICES, LLC Added +17,168+17.2k
Cambridge Investment Research Advisors, Inc. Added +16,932+16.9k

Biggest sellers

SMART Wealth LLC Sold out -528,935-528.9k
Cetera Advisors LLC Sold out -181,255-181.3k
AE Wealth Management LLC Reduced -151,937-151.9k
Prostatis Group LLC Reduced -114,626-114.6k
Kure Advisory, LLC Sold out -73,459-73.5k
OSAIC HOLDINGS, INC. Reduced -65,818-65.8k
Cetera Advisor Networks LLC Sold out -21,663-21.7k
OLD MISSION CAPITAL LLC Sold out -14,652-14.7k
Key Client Fiduciary Advisors, LLC Sold out -14,104-14.1k
Grant Street Asset Management, Inc. Reduced -12,611-12.6k

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 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OSAIC HOLDINGS, INC. 0.13% of their portfolio SCOTTSDALE, AZ 1,644,9651.6m $58.0m $58.0m 0.13% Reduced -65.8k -65,818
2 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 762,689762.7k $26.9m $26.9m 0.01% Added +264.5k +264,470
3 ROVIN CAPITAL /UT/ /ADV 7.13% of their portfolio MESA, AZ 493,686493.7k $17.4m $17.4m 7.13% Added +12.1k +12,125
4 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 438,552438.6k $15.5m $15.5m 0.03% Added +26.6k +26,618
5 Bouchey Financial Group, Ltd. 1.48% of their portfolio TROY, NY 425,860425.9k $15.0m $15.0m 1.48% Reduced -493 -493
6 TRUIST FINANCIAL CORP 0.02% of their portfolio CHARLOTTE, NC 347,559347.6k $12.3m $12.3m 0.02% Added +6.2k +6,250
7 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 335,557335.6k $11.8m $11.8m 0.03% Added +202.0k +202,020
8 Janney Montgomery Scott LLC 0.04% of their portfolio PHILADELPHIA, PA 334,650334.6k $11.8m $11.8m 0.04% Reduced -5.7k -5,714
9 BEACON FINANCIAL GROUP 0.99% of their portfolio DALLAS, TX 243,368243.4k $8.6m $8.6m 0.99% Reduced -12.4k -12,353
10 MML INVESTORS SERVICES, LLC 0.03% of their portfolio SPRINGFIELD, MA 213,046213.0k $7.5m $7.5m 0.03% Added +17.2k +17,168
11 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 195,123195.1k $6.9m $6.9m 0.03% Added +16.9k +16,932
12 HARBOUR INVESTMENTS, INC. 0.22% of their portfolio MADISON, WI 175,425175.4k $6.2m $6.2m 0.22% Added +96.1k +96,060
13 Sequent Planning LLC 1.81% of their portfolio OMAHA, NE 141,881141.9k $5.0m $5.0m 1.81% First filing
14 Global Retirement Partners, LLC 0.17% of their portfolio San Rafael, CA 126,215126.2k $4.5m $4.5m 0.17% Added +375 +375
15 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 113,946113.9k $4.0m $4.0m 0.03% Added +1.1k +1,106
16 Arkadios Wealth Advisors 0.25% of their portfolio ATLANTA, GA 93,22393.2k $3.3m $3.3m 0.25% Added +1.8k +1,805
17 LINCOLN NATIONAL CORP 0.04% of their portfolio RADNOR, PA 81,60981.6k $2.9m $2.9m 0.04% Reduced -3.1k -3,056
18 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 73,10373.1k $2.6m $2.6m 0.02% Reduced -506 -506
19 Main Street Financial Solutions, LLC 0.26% of their portfolio NEWTOWN, PA 68,11668.1k $2.4m $2.4m 0.26% Reduced -802 -802
20 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 50,58450.6k $1.8m $1.8m 0.00% New
21 Grant Street Asset Management, Inc. 0.57% of their portfolio CANONSBURG, PA 49,67249.7k $1.8m $1.8m 0.57% Reduced -12.6k -12,611
22 Orion Porfolio Solutions, LLC 0.02% of their portfolio OMAHA, NE 48,37148.4k $1.7m $1.7m 0.02% Reduced -7.8k -7,809
23 Orion Portfolio Solutions, LLC 0.02% of their portfolio Omaha, NE 48,37148.4k $1.7m $1.7m 0.02% Reduced -7.8k -7,809
24 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 43,14043.1k $1.5m $1.5m 0.00% Added +13.5k +13,518
25 TOWNSQUARE CAPITAL LLC 0.02% of their portfolio Lehi, UT 40,41040.4k $1.4m $1.4m 0.02% New
26 Cambridge Advisors Inc. 0.33% of their portfolio OMAHA, NE 39,26839.3k $1.4m $1.4m 0.33% Unchanged
27 InterOcean Capital Group, LLC 0.03% of their portfolio NASHVILLE, TN 34,43534.4k $1.2m $1.2m 0.03% Unchanged
28 KESTRA PRIVATE WEALTH SERVICES, LLC 0.03% of their portfolio AUSTIN, TX 34,31534.3k $1.2m $1.2m 0.03% Reduced -6.4k -6,376
29 First Heartland Consultants, Inc. 0.11% of their portfolio LAKE ST. LOUIS, MO 31,23131.2k $1.1m $1.1m 0.11% Reduced -10.2k -10,223
30 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.23% of their portfolio BLUE BELL, PA 30,25830.3k $1.1m $1.1m 0.23% Reduced -10 -10
31 LexAurum Advisors, LLC 0.22% of their portfolio OVERLAND PARK, KS 25,04925.0k $883.2k $883.2k 0.22% New
32 Onyx Bridge Wealth Group LLC 0.15% of their portfolio TARRYTOWN, NY 23,19423.2k $815.8k $815.8k 0.15% Reduced -3.9k -3,916
33 Signal Advisors Wealth, LLC 0.20% of their portfolio DETROIT, MI 22,46522.5k $792.1k $792.1k 0.20% Added +3.7k +3,742
34 Foguth Wealth Management, LLC. 0.42% of their portfolio BRIGHTON, MI 22,46522.5k $792.1k $792.1k 0.42% First filing
35 Stonebridge Financial Planning Group, LLC 0.41% of their portfolio ORLANDO, FL 22,21122.2k $783.2k $783.2k 0.41% Added +3.6k +3,561
36 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 21,91221.9k $772.6k $772.6k 0.01% Reduced -151.9k -151,937
37 REAP Financial Group, LLC 0.21% of their portfolio AUSTIN, TX 21,72421.7k $766.0k $766.0k 0.21% Reduced -91 -91
38 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 21,23421.2k $749.0k $749.0k 0.00% Added +16.8k +16,829
39 WealthPLAN Partners, LLC 0.07% of their portfolio OMAHA, NE 19,16919.2k $675.9k $675.9k 0.07% New
40 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 17,98518.0k $634.2k $634.2k 0.00% Added +8.3k +8,273
41 Jaffetilchin Investment Partners, LLC 0.06% of their portfolio TAMPA, FL 17,40417.4k $613.7k $613.7k 0.06% Unchanged
42 SECURED RETIREMENT ADVISORS, LLC 0.50% of their portfolio ST LOUIS PARK, MN 16,85016.9k $594.1k $594.1k 0.50% New
43 Bison Wealth, LLC 0.09% of their portfolio Atlanta, GA 15,77715.8k $556.3k $556.3k 0.09% Unchanged
44 StoneX Group Inc. 0.05% of their portfolio NEW YORK, NY 15,75215.8k $555.4k $555.4k 0.05% Reduced -200 -200
45 Mariner, LLC 0.00% of their portfolio Overland Park, KS 15,52215.5k $547.3k $547.3k 0.00% Reduced -2.9k -2,857
46 CORRADO ADVISORS, LLC 0.36% of their portfolio RAMSEY, NJ 15,39915.4k $543.0k $543.0k 0.36% Reduced -837 -837
47 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 14,46114.5k $509.9k $509.9k 0.00% Reduced -9.7k -9,700
48 SILVER OAK SECURITIES, INCORPORATED 0.08% of their portfolio JACKSON, TN 14,38414.4k $507.2k $507.2k 0.08% Added +1.9k +1,929
49 CreativeOne Wealth, LLC 0.02% of their portfolio OVERLAND PARK, KS 13,15313.2k $464.0k $464.0k 0.02% New
50 Keystone Wealth Services, LLC 0.15% of their portfolio PALM DESERT, CA 13,13713.1k $463.2k $463.2k 0.15% Added +1.5k +1,505
51 Wealthcare Advisory Partners LLC 0.01% of their portfolio WEST CHESTER, PA 12,44812.4k $438.9k $438.9k 0.01% Added +3.4k +3,395
52 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.03% of their portfolio BIRMINGHAM, AL 12,33112.3k $434.8k $434.8k 0.03% Unchanged
53 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 12,19412.2k $430.0k $430.0k 0.00% New
54 Prostatis Group LLC 0.14% of their portfolio HANOVER, MD 10,58510.6k $373.2k $373.2k 0.14% Reduced -114.6k -114,626
55 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 10,54610.5k $371.9k $371.9k 0.00% Added +463 +463
56 DHJJ Financial Advisors, Ltd. 0.16% of their portfolio NAPERVILLE, IL 10,02610.0k $353.5k $353.5k 0.16% Added +4.9k +4,935
57 Private Advisory Group LLC 0.05% of their portfolio REDMOND, WA 9,9499.9k $350.8k $350.8k 0.05% Added +417 +417
58 Outlook Wealth Advisors, LLC 0.11% of their portfolio SHENANDOAH, TX 9,8319.8k $346.6k $346.6k 0.11% Reduced -8.3k -8,257
59 Cedar Brook Financial Partners, LLC 0.06% of their portfolio CLEVELAND, OH 9,2909.3k $327.6k $327.6k 0.06% Reduced -124 -124
60 Echo Wealth Management, LLC 0.27% of their portfolio PLYMOUTH, MN 9,1139.1k $321.3k $321.3k 0.27% Reduced -510 -510
61 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 8,9378.9k $315.1k $315.1k 0.01% Added +4.5k +4,510
62 PFS Partners, LLC 0.20% of their portfolio MINE HILL, NJ 8,5028.5k $299.8k $299.8k 0.20% Added +4.8k +4,797
63 CWM, LLC 0.00% of their portfolio OMAHA, NE 7,8527.9k $277.0k $277.0k 0.00% Unchanged
64 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 7,6357.6k $251.1k $251.1k 0.01% New
65 CENTAURUS FINANCIAL, INC. 0.02% of their portfolio ANAHEIM, CA 7,4317.4k $262.0k $262.0k 0.02% Reduced -138 -138
66 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 7,4117.4k $261.3k $261.3k 0.01% New
67 Millington Financial Advisors, LLC 0.15% of their portfolio NAPERVILLE, IL 6,0196.0k $212.2k $212.2k 0.15% Unchanged
68 LVZ, Inc. 0.03% of their portfolio Holland, MI 5,9085.9k $208.3k $208.3k 0.03% Unchanged
69 Wagner Wealth Management, LLC 0.06% of their portfolio GREENVILLE, SC 5,9015.9k $208.1k $208.1k 0.06% Reduced -9 -9
70 Capital Investment Advisory Services, LLC 0.02% of their portfolio RALEIGH, NC 5,6835.7k $200.4k $200.4k 0.02% Added +5.6k +5,596
71 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 2,6502.6k $93.4k $93.4k 0.00% Added +2.6k +2,620
72 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 2,6002.6k $91.7k $91.7k 0.00% Unchanged
73 Integrity Financial Corp /WA 0.05% of their portfolio JACKSON, WY 2,0012.0k $70.6k $70.6k 0.05% Added +1.2k +1,156
74 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 1,6511.7k $58.2k $58.2k 0.00% New
75 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 1,2001.2k $42.3k $42.3k 0.00% Unchanged
76 Tanglewood Legacy Advisors, LLC 0.01% of their portfolio HOUSTON, TX 340340 $12.0k $12.0k 0.01% Unchanged
77 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 145145 $5.0k $5.0k 0.00% New
78 Raleigh Capital Management Inc. 0.00% of their portfolio CARY, NC 3030 $1.1k $1.1k 0.00% New