Vault-13

FIRST TR EXCHNG TRADED FD VI XDEC

FT VEST U.S · ETP · CUSIP 33740U786

77 institutional holders -1 vs Q1 2024
6,716,2326.7m shares reported held*
$247.2mreported value*
9 new 11 added 40 reduced 9 sold out net sold ≈ $20.4m (-565.4k 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 ≈ $36.81.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 29Q4 22: 50Q1 23: 72Q2 23: 74Q3 23: 70Q4 23: 75Q1 24: 78Q2 24: 7777Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 202229
Q4 202250
Q1 202372
Q2 202374
Q3 202370
Q4 202375
Q1 202478
Q2 202477

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 outQ2 23: 24 bought or addedQ2 23: 37 cut or sold outQ2 23Q3 23: 14 bought or addedQ3 23: 55 cut or sold outQ4 23: 32 bought or addedQ4 23: 37 cut or sold outQ4 23Q1 24: 39 bought or addedQ1 24: 36 cut or sold outQ2 24: 20 bought or addedQ2 24: 49 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 20223911
Q1 20235218
Q2 20232437
Q3 20231455
Q4 20233237
Q1 20243936
Q2 20242049

Biggest buyers

OneDigital Investment Advisors LLC New +51,600+51.6k
Diversify Advisory Services, LLC New +51,600+51.6k
Focus Partners Wealth New +31,550+31.6k
OSAIC HOLDINGS, INC. Added +18,691+18.7k
OLD MISSION CAPITAL LLC New +17,052+17.1k
NewEdge Advisors, LLC Added +9,200+9.2k
CITADEL ADVISORS LLC Added +8,561+8.6k
ROVIN CAPITAL /UT/ /ADV Added +7,567+7.6k
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC New +5,879+5.9k
Kestra Advisory Services, LLC Added +5,839+5.8k

Biggest sellers

ENVESTNET ASSET MANAGEMENT INC Reduced -237,859-237.9k
LINCOLN NATIONAL CORP Sold out -81,609-81.6k
HARBOUR INVESTMENTS, INC. Reduced -71,405-71.4k
Private Advisor Group, LLC Reduced -65,220-65.2k
JANE STREET GROUP, LLC Sold out -50,584-50.6k
Cambridge Investment Research Advisors, Inc. Reduced -36,613-36.6k
TOWNSQUARE CAPITAL LLC Reduced -33,135-33.1k
LexAurum Advisors, LLC Sold out -25,049-25.0k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -23,124-23.1k
WealthPLAN Partners, LLC Sold out -19,169-19.2k

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, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OSAIC HOLDINGS, INC. 0.14% of their portfolio SCOTTSDALE, AZ 1,663,6561.7m $60.0m $60.0m 0.14% Added +18.7k +18,691
2 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 524,830524.8k $18.9m $18.9m 0.01% Reduced -237.9k -237,859
3 ROVIN CAPITAL /UT/ /ADV 7.53% of their portfolio MESA, AZ 501,253501.3k $18.1m $18.1m 7.53% Added +7.6k +7,567
4 Bouchey Financial Group, Ltd. 1.44% of their portfolio TROY, NY 420,820420.8k $15.2m $15.2m 1.44% Reduced -5.0k -5,040
5 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 415,428415.4k $15.0m $15.0m 0.02% Reduced -23.1k -23,124
6 TRUIST FINANCIAL CORP 0.02% of their portfolio CHARLOTTE, NC 339,018339.0k $12.2m $12.2m 0.02% Reduced -8.5k -8,541
7 Janney Montgomery Scott LLC 0.04% of their portfolio PHILADELPHIA, PA 336,152336.2k $12.1m $12.1m 0.04% Added +1.5k +1,502
8 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 324,590324.6k $11.7m $11.7m 0.03% Reduced -11.0k -10,967
9 BEACON FINANCIAL GROUP 0.99% of their portfolio DALLAS, TX 240,095240.1k $8.7m $8.7m 0.99% Reduced -3.3k -3,273
10 MML INVESTORS SERVICES, LLC 0.03% of their portfolio SPRINGFIELD, MA 216,425216.4k $7.8m $7.8m 0.03% Added +3.4k +3,379
11 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 158,510158.5k $5.7m $5.7m 0.02% Reduced -36.6k -36,613
12 Sequent Planning LLC 1.72% of their portfolio OMAHA, NE 139,462139.5k $5.0m $5.0m 1.72% Reduced -2.4k -2,419
13 Global Retirement Partners, LLC 0.15% of their portfolio San Rafael, CA 130,729130.7k $4.7m $4.7m 0.15% Added +4.5k +4,514
14 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 119,785119.8k $4.3m $4.3m 0.02% Added +5.8k +5,839
15 HARBOUR INVESTMENTS, INC. 0.13% of their portfolio MADISON, WI 104,020104.0k $3.8m $3.8m 0.13% Reduced -71.4k -71,405
16 Arkadios Wealth Advisors 0.22% of their portfolio ATLANTA, GA 89,42589.4k $3.2m $3.2m 0.22% Reduced -3.8k -3,798
17 Main Street Financial Solutions, LLC 0.23% of their portfolio NEWTOWN, PA 67,25067.2k $2.4m $2.4m 0.23% Reduced -866 -866
18 OneDigital Investment Advisors LLC 0.02% of their portfolio OVERLAND PARK, KS 51,60051.6k $1.9m $1.9m 0.02% New
19 Diversify Advisory Services, LLC 0.10% of their portfolio SANDY, UT 51,60051.6k $1.9m $1.9m 0.10% New
20 Orion Porfolio Solutions, LLC 0.02% of their portfolio OMAHA, NE 48,36948.4k $1.7m $1.7m 0.02% Reduced -2 -2
21 Orion Portfolio Solutions, LLC 0.02% of their portfolio Omaha, NE 48,36948.4k $1.7m $1.7m 0.02% Reduced -2 -2
22 Grant Street Asset Management, Inc. 0.54% of their portfolio CANONSBURG, PA 47,36947.4k $1.7m $1.7m 0.54% Reduced -2.3k -2,303
23 Cambridge Advisors Inc. 0.33% of their portfolio OMAHA, NE 38,99339.0k $1.4m $1.4m 0.33% Reduced -275 -275
24 KESTRA PRIVATE WEALTH SERVICES, LLC 0.02% of their portfolio AUSTIN, TX 34,31534.3k $1.2m $1.2m 0.02% Unchanged
25 First Heartland Consultants, Inc. 0.12% of their portfolio LAKE ST. LOUIS, MO 33,03433.0k $1.2m $1.2m 0.12% Added +1.8k +1,803
26 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 31,55031.6k $1.1m $1.1m 0.00% New
27 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.22% of their portfolio BLUE BELL, PA 30,10430.1k $1.1m $1.1m 0.22% Reduced -154 -154
28 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 27,55527.6k $993.9k $993.9k 0.00% Reduced -15.6k -15,585
29 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 23,66123.7k $853.4k $853.4k 0.01% Added +9.2k +9,200
30 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 21,77821.8k $785.5k $785.5k 0.01% Reduced -134 -134
31 REAP Financial Group, LLC 0.21% of their portfolio AUSTIN, TX 21,63221.6k $780.3k $780.3k 0.21% Reduced -92 -92
32 Onyx Bridge Wealth Group LLC 0.12% of their portfolio TARRYTOWN, NY 20,97121.0k $756.4k $756.4k 0.12% Reduced -2.2k -2,223
33 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 20,75520.8k $748.6k $748.6k 0.00% Added +8.6k +8,561
34 Stonebridge Financial Planning Group, LLC 0.33% of their portfolio ORLANDO, FL 18,26918.3k $659.0k $659.0k 0.33% Reduced -3.9k -3,942
35 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 18,19918.2k $656.4k $656.4k 0.00% Added +214 +214
36 Jaffetilchin Investment Partners, LLC 0.05% of their portfolio TAMPA, FL 17,40417.4k $627.8k $627.8k 0.05% Unchanged
37 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 17,05217.1k $615.1k $615.1k 0.02% New
38 Bison Wealth, LLC 0.09% of their portfolio Atlanta, GA 15,77715.8k $556.3k $556.3k 0.09% Unchanged
39 Mariner, LLC 0.00% of their portfolio Overland Park, KS 15,56215.6k $561.3k $561.3k 0.00% Added +40 +40
40 SECURED RETIREMENT ADVISORS, LLC 0.41% of their portfolio ST LOUIS PARK, MN 14,64814.6k $528.4k $528.4k 0.41% Reduced -2.2k -2,202
41 StoneX Group Inc. 0.04% of their portfolio NEW YORK, NY 14,59714.6k $526.5k $526.5k 0.04% Reduced -1.2k -1,155
42 CORRADO ADVISORS, LLC 0.34% of their portfolio RAMSEY, NJ 14,57814.6k $525.8k $525.8k 0.34% Reduced -821 -821
43 Keystone Wealth Services, LLC 0.15% of their portfolio PALM DESERT, CA 13,09313.1k $472.3k $472.3k 0.15% Reduced -44 -44
44 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.03% of their portfolio BIRMINGHAM, AL 12,33112.3k $444.8k $444.8k 0.03% Unchanged
45 Foguth Wealth Management, LLC. 0.19% of their portfolio BRIGHTON, MI 12,08612.1k $435.9k $435.9k 0.19% Reduced -10.4k -10,379
46 SILVER OAK SECURITIES, INCORPORATED 0.06% of their portfolio JACKSON, TN 11,67911.7k $421.3k $421.3k 0.06% Reduced -2.7k -2,705
47 Prostatis Group LLC 0.13% of their portfolio HANOVER, MD 10,43810.4k $376.5k $376.5k 0.13% Reduced -147 -147
48 DHJJ Financial Advisors, Ltd. 0.15% of their portfolio NAPERVILLE, IL 10,02610.0k $361.6k $361.6k 0.15% Unchanged
49 Outlook Wealth Advisors, LLC 1.66% of their portfolio SHENANDOAH, TX 9,8319.8k $5.3m $5.3m 1.66% Unchanged
50 Wealthcare Advisory Partners LLC 0.01% of their portfolio WEST CHESTER, PA 9,0609.1k $326.8k $326.8k 0.01% Reduced -3.4k -3,388
51 PFS Partners, LLC 0.19% of their portfolio MINE HILL, NJ 8,5028.5k $306.7k $306.7k 0.19% Unchanged
52 Private Advisory Group LLC 0.04% of their portfolio REDMOND, WA 8,3248.3k $300.2k $300.2k 0.04% Reduced -1.6k -1,625
53 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 7,8837.9k $284.3k $284.3k 0.00% Reduced -65.2k -65,220
54 CWM, LLC 0.00% of their portfolio OMAHA, NE 7,7747.8k $280.0k $280.0k 0.00% Reduced -78 -78
55 Echo Wealth Management, LLC 0.21% of their portfolio PLYMOUTH, MN 7,7717.8k $280.3k $280.3k 0.21% Reduced -1.3k -1,342
56 CENTAURUS FINANCIAL, INC. 0.02% of their portfolio ANAHEIM, CA 7,4317.4k $268.0k $268.0k 0.02% Unchanged
57 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 7,4117.4k $267.3k $267.3k 0.01% Unchanged
58 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 7,3577.4k $265.4k $265.4k 0.01% Reduced -1.6k -1,580
59 TOWNSQUARE CAPITAL LLC 0.00% of their portfolio Lehi, UT 7,2757.3k $262.4k $262.4k 0.00% Reduced -33.1k -33,135
60 Signal Advisors Wealth, LLC 0.54% of their portfolio DETROIT, MI 6,8396.8k $246.7k $246.7k 0.54% Reduced -15.6k -15,626
61 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 6,7466.7k $243.3k $243.3k 0.00% Reduced -3.8k -3,800
62 LVZ, Inc. 0.03% of their portfolio Holland, MI 5,9085.9k $213.1k $213.1k 0.03% Unchanged
63 Wagner Wealth Management, LLC 0.06% of their portfolio GREENVILLE, SC 5,9015.9k $212.8k $212.8k 0.06% Unchanged
64 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.01% of their portfolio LOS ANGELES, CA 5,8795.9k $212.1k $212.1k 0.01% New
65 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 5,6005.6k $202.8k $202.8k 0.01% New
66 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 5,5515.6k $200.2k $200.2k 0.00% New
67 Millington Financial Advisors, LLC 0.14% of their portfolio NAPERVILLE, IL 5,5465.5k $200.0k $200.0k 0.14% Reduced -473 -473
68 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 4,5424.5k $164.0k $164.0k 0.00% Reduced -16.7k -16,692
69 Capital Investment Advisory Services, LLC 0.01% of their portfolio RALEIGH, NC 3,4023.4k $122.7k $122.7k 0.01% Reduced -2.3k -2,281
70 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 2,6502.6k $95.6k $95.6k 0.00% Unchanged
71 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 2,6002.6k $93.8k $93.8k 0.00% Unchanged
72 Integrity Financial Corp /WA 0.05% of their portfolio JACKSON, WY 2,0012.0k $72.2k $72.2k 0.05% Unchanged
73 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 1,6511.7k $59.6k $59.6k 0.00% Unchanged
74 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,4851.5k $53.6k $53.6k 0.00% New
75 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 1,2001.2k $43.3k $43.3k 0.00% Unchanged
76 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 1,1251.1k $40.6k $40.6k 0.00% New
77 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 145145 $5.0k $5.0k 0.00% Unchanged