Vault-13

FIRST TR EXCHNG TRADED FD VI XDEC

FT VEST U.S · ETP · CUSIP 33740U786

80 institutional holders +3 vs Q2 2024
6,726,9786.7m shares reported held*
$247.4mreported value*
9 new 12 added 43 reduced 6 sold out net bought ≈ $395.2k (+10.7k 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 ≈ $36.77.

Trends to Q3 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: 77Q3 24: 8080Q3 22Q1 23Q3 23Q1 24Q3 24
Numbers
QuarterHolders
Q3 202229
Q4 202250
Q1 202372
Q2 202374
Q3 202370
Q4 202375
Q1 202478
Q2 202477
Q3 202480

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 outQ1 23: 52 bought or addedQ1 23: 18 cut or sold outQ1 23Q2 23: 24 bought or addedQ2 23: 37 cut or sold outQ3 23: 14 bought or addedQ3 23: 55 cut or sold outQ3 23Q4 23: 32 bought or addedQ4 23: 37 cut or sold outQ1 24: 39 bought or addedQ1 24: 36 cut or sold outQ1 24Q2 24: 20 bought or addedQ2 24: 49 cut or sold outQ3 24: 21 bought or addedQ3 24: 49 cut or sold outQ3 24
Numbers
QuarterBought or addedCut or sold out
Q4 20223911
Q1 20235218
Q2 20232437
Q3 20231455
Q4 20233237
Q1 20243936
Q2 20242049
Q3 20242149

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +175,476+175.5k
Cetera Investment Advisers Added +78,031+78.0k
CreativeOne Wealth, LLC New +37,474+37.5k
Kestra Advisory Services, LLC Added +34,576+34.6k
Atria Investments, Inc New +19,156+19.2k
Sage Capital Advisors,llc New +18,807+18.8k
TRUIST FINANCIAL CORP Added +14,590+14.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +10,173+10.2k
JANE STREET GROUP, LLC New +9,851+9.9k
VestGen Investment Management New +6,452+6.5k

Biggest sellers

OSAIC HOLDINGS, INC. Reduced -179,080-179.1k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -36,896-36.9k
ROVIN CAPITAL /UT/ /ADV Reduced -22,168-22.2k
Bouchey Financial Group, Ltd. Reduced -19,472-19.5k
HARBOUR INVESTMENTS, INC. Reduced -18,326-18.3k
OLD MISSION CAPITAL LLC Sold out -17,052-17.1k
SECURED RETIREMENT ADVISORS, LLC Sold out -14,648-14.6k
MML INVESTORS SERVICES, LLC Reduced -8,279-8.3k
Global Retirement Partners, LLC Reduced -8,122-8.1k
Cambridge Investment Research Advisors, Inc. Reduced -7,556-7.6k

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, Q3 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OSAIC HOLDINGS, INC. 0.12% of their portfolio SCOTTSDALE, AZ 1,484,5761.5m $54.6m $54.6m 0.12% Reduced -179.1k -179,080
2 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 700,306700.3k $25.8m $25.8m 0.01% Added +175.5k +175,476
3 ROVIN CAPITAL /UT/ /ADV 6.52% of their portfolio MESA, AZ 479,085479.1k $17.6m $17.6m 6.52% Reduced -22.2k -22,168
4 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 402,621402.6k $14.8m $14.8m 0.03% Added +78.0k +78,031
5 Bouchey Financial Group, Ltd. 1.32% of their portfolio TROY, NY 401,348401.3k $14.8m $14.8m 1.32% Reduced -19.5k -19,472
6 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 378,532378.5k $13.9m $13.9m 0.02% Reduced -36.9k -36,896
7 TRUIST FINANCIAL CORP 0.02% of their portfolio CHARLOTTE, NC 353,608353.6k $13.0m $13.0m 0.02% Added +14.6k +14,590
8 Janney Montgomery Scott LLC 0.03% of their portfolio PHILADELPHIA, PA 337,274337.3k $12.4m $12.4m 0.03% Added +1.1k +1,122
9 BEACON FINANCIAL GROUP 0.94% of their portfolio DALLAS, TX 235,047235.0k $8.6m $8.6m 0.94% Reduced -5.0k -5,048
10 MML INVESTORS SERVICES, LLC 0.03% of their portfolio SPRINGFIELD, MA 208,146208.1k $7.7m $7.7m 0.03% Reduced -8.3k -8,279
11 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 154,361154.4k $5.7m $5.7m 0.03% Added +34.6k +34,576
12 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 150,954151.0k $5.6m $5.6m 0.02% Reduced -7.6k -7,556
13 Sequent Planning LLC 1.73% of their portfolio OMAHA, NE 136,840136.8k $5.0m $5.0m 1.73% Reduced -2.6k -2,622
14 Global Retirement Partners, LLC 0.14% of their portfolio San Rafael, CA 122,607122.6k $4.5m $4.5m 0.14% Reduced -8.1k -8,122
15 Arkadios Wealth Advisors 0.18% of their portfolio ATLANTA, GA 88,35988.4k $3.2m $3.2m 0.18% Reduced -1.1k -1,066
16 HARBOUR INVESTMENTS, INC. 0.09% of their portfolio MADISON, WI 85,69485.7k $3.2m $3.2m 0.09% Reduced -18.3k -18,326
17 Main Street Financial Solutions, LLC 0.23% of their portfolio NEWTOWN, PA 67,23867.2k $2.5m $2.5m 0.23% Reduced -12 -12
18 OneDigital Investment Advisors LLC 0.02% of their portfolio OVERLAND PARK, KS 51,60051.6k $1.9m $1.9m 0.02% Unchanged
19 Diversify Advisory Services, LLC 0.10% of their portfolio SANDY, UT 50,54050.5k $1.9m $1.9m 0.10% Reduced -1.1k -1,060
20 Orion Porfolio Solutions, LLC 0.02% of their portfolio OMAHA, NE 44,56044.6k $1.6m $1.6m 0.02% Reduced -3.8k -3,809
21 Orion Portfolio Solutions, LLC 0.02% of their portfolio Omaha, NE 44,56044.6k $1.6m $1.6m 0.02% Reduced -3.8k -3,809
22 Grant Street Asset Management, Inc. 0.48% of their portfolio CANONSBURG, PA 44,29444.3k $1.6m $1.6m 0.48% Reduced -3.1k -3,075
23 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 37,72837.7k $1.4m $1.4m 0.00% Added +10.2k +10,173
24 CreativeOne Wealth, LLC 0.05% of their portfolio OVERLAND PARK, KS 37,47437.5k $1.4m $1.4m 0.05% New
25 KESTRA PRIVATE WEALTH SERVICES, LLC 0.02% of their portfolio AUSTIN, TX 34,39134.4k $1.3m $1.3m 0.02% Added +76 +76
26 Cambridge Advisors Inc. 0.27% of their portfolio OMAHA, NE 34,08834.1k $1.3m $1.3m 0.27% Reduced -4.9k -4,905
27 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 30,92030.9k $1.1m $1.1m 0.00% Reduced -630 -630
28 First Heartland Consultants, Inc. 0.12% of their portfolio LAKE ST. LOUIS, MO 29,57129.6k $1.1m $1.1m 0.12% Reduced -3.5k -3,463
29 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.20% of their portfolio BLUE BELL, PA 29,05229.1k $1.1m $1.1m 0.20% Reduced -1.1k -1,052
30 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 23,66123.7k $870.1k $870.1k 0.01% Unchanged
31 REAP Financial Group, LLC 0.19% of their portfolio AUSTIN, TX 21,54421.5k $792.2k $792.2k 0.19% Reduced -88 -88
32 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 19,64219.6k $722.3k $722.3k 0.00% Added +1.4k +1,443
33 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 19,51719.5k $717.7k $717.7k 0.01% Reduced -2.3k -2,261
34 Onyx Bridge Wealth Group LLC 0.11% of their portfolio TARRYTOWN, NY 19,41819.4k $714.1k $714.1k 0.11% Reduced -1.6k -1,553
35 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 19,15619.2k $704.4k $704.4k 0.01% New
36 Sage Capital Advisors,llc 0.18% of their portfolio SIOUX FALLS, SD 18,80718.8k $691.6k $691.6k 0.18% New
37 Jaffetilchin Investment Partners, LLC 0.05% of their portfolio TAMPA, FL 16,99217.0k $624.9k $624.9k 0.05% Reduced -412 -412
38 Stonebridge Financial Planning Group, LLC 0.28% of their portfolio ORLANDO, FL 15,78915.8k $580.6k $580.6k 0.28% Reduced -2.5k -2,480
39 Bison Wealth, LLC 0.09% of their portfolio Atlanta, GA 15,77715.8k $580.2k $580.2k 0.09% Unchanged
40 CORRADO ADVISORS, LLC 0.34% of their portfolio RAMSEY, NJ 14,55314.6k $535.2k $535.2k 0.34% Reduced -25 -25
41 StoneX Group Inc. 0.04% of their portfolio NEW YORK, NY 14,29714.3k $525.7k $525.7k 0.04% Reduced -300 -300
42 Mariner, LLC 0.00% of their portfolio Overland Park, KS 13,94413.9k $512.8k $512.8k 0.00% Reduced -1.6k -1,618
43 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 13,88713.9k $510.7k $510.7k 0.00% Reduced -6.9k -6,868
44 SILVER OAK SECURITIES, INCORPORATED 0.05% of their portfolio JACKSON, TN 12,88712.9k $473.9k $473.9k 0.05% Added +1.2k +1,208
45 Keystone Wealth Services, LLC 0.13% of their portfolio PALM DESERT, CA 12,54312.5k $461.2k $461.2k 0.13% Reduced -550 -550
46 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.03% of their portfolio BIRMINGHAM, AL 12,33112.3k $453.5k $453.5k 0.03% Unchanged
47 Signal Advisors Wealth, LLC 0.06% of their portfolio DETROIT, MI 12,08612.1k $444.4k $444.4k 0.06% Added +5.2k +5,247
48 Foguth Wealth Management, LLC. 0.16% of their portfolio BRIGHTON, MI 12,03112.0k $442.4k $442.4k 0.16% Reduced -55 -55
49 DHJJ Financial Advisors, Ltd. 0.15% of their portfolio NAPERVILLE, IL 10,02610.0k $368.7k $368.7k 0.15% Unchanged
50 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 9,8519.9k $362.3k $362.3k 0.00% New
51 Outlook Wealth Advisors, LLC 0.10% of their portfolio SHENANDOAH, TX 9,8319.8k $361.5k $361.5k 0.10% Unchanged
52 CWM, LLC 0.00% of their portfolio OMAHA, NE 9,8179.8k $361.0k $361.0k 0.00% Added +2.0k +2,043
53 Prostatis Group LLC 0.11% of their portfolio HANOVER, MD 9,1509.2k $336.5k $336.5k 0.11% Reduced -1.3k -1,288
54 Private Advisory Group LLC 0.04% of their portfolio REDMOND, WA 8,2868.3k $304.7k $304.7k 0.04% Reduced -38 -38
55 CENTAURUS FINANCIAL, INC. 0.02% of their portfolio ANAHEIM, CA 7,4317.4k $273.0k $273.0k 0.02% Unchanged
56 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 7,4117.4k $272.5k $272.5k 0.01% Unchanged
57 Echo Wealth Management, LLC 0.19% of their portfolio PLYMOUTH, MN 7,3197.3k $269.3k $269.3k 0.19% Reduced -452 -452
58 PFS Partners, LLC 0.15% of their portfolio MINE HILL, NJ 6,9166.9k $254.3k $254.3k 0.15% Reduced -1.6k -1,586
59 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 6,6106.6k $243.1k $243.1k 0.00% Reduced -1.3k -1,273
60 UBS Group AG 0.00% of their portfolio ZURICH, V8 6,5236.5k $239.9k $239.9k 0.00% Added +5.0k +5,038
61 VestGen Investment Management 0.07% of their portfolio EGG HARBOR TOWNSHIP, NJ 6,4526.5k $237.3k $237.3k 0.07% New
62 TOWNSQUARE CAPITAL LLC 0.00% of their portfolio Lehi, UT 6,3006.3k $231.7k $231.7k 0.00% Reduced -975 -975
63 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 5,9756.0k $219.7k $219.7k 0.00% New
64 LVZ, Inc. 0.03% of their portfolio Holland, MI 5,9085.9k $217.3k $217.3k 0.03% Unchanged
65 Wagner Wealth Management, LLC 0.06% of their portfolio GREENVILLE, SC 5,9015.9k $217.0k $217.0k 0.06% Unchanged
66 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.00% of their portfolio LOS ANGELES, CA 5,8795.9k $216.2k $216.2k 0.00% Unchanged
67 Wealthcare Advisory Partners LLC 0.01% of their portfolio WEST CHESTER, PA 5,6455.6k $207.6k $207.6k 0.01% Reduced -3.4k -3,415
68 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 4,3574.4k $160.2k $160.2k 0.01% Reduced -3.0k -3,000
69 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 3,8853.9k $143.0k $143.0k 0.00% Reduced -657 -657
70 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 2,6502.6k $97.4k $97.4k 0.00% Unchanged
71 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 2,6002.6k $95.6k $95.6k 0.00% Unchanged
72 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,3162.3k $85.2k $85.2k 0.00% New
73 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 1,6511.7k $60.7k $60.7k 0.00% Unchanged
74 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 1,2001.2k $44.1k $44.1k 0.00% Unchanged
75 Integrity Financial Corp /WA 0.02% of their portfolio JACKSON, WY 1,1561.2k $42.5k $42.5k 0.02% Reduced -845 -845
76 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 741741 $27.2k $27.2k 0.00% Reduced -384 -384
77 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 657657 $24.2k $24.2k 0.00% New
78 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 145145 $5.0k $5.0k 0.00% Unchanged
79 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 8787 $3.2k $3.2k 0.00% Reduced -3.3k -3,315
80 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 6666 $2.4k $2.4k 0.00% New