Vault-13

FIRST TR EXCHNG TRADED FD VI DAPR

FT VEST U.S. · ETP · CUSIP 33740U802

76 institutional holders +6 vs Q4 2022
5,806,9395.8m shares reported held*
$172.2mreported value*
17 new 14 added 33 reduced 10 sold out net bought ≈ $8.6m (+290.3k 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 ≈ $29.66.

Trends to Q1 2023

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 59Q4 22: 70Q1 23: 7676Q3 22Q4 22Q1 23
Numbers
QuarterHolders
Q3 202259
Q4 202270
Q1 202376

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q4 22: 33 bought or addedQ4 22: 24 cut or sold outQ4 22Q1 23: 31 bought or addedQ1 23: 43 cut or sold outQ1 23
Numbers
QuarterBought or addedCut or sold out
Q4 20223324
Q1 20233143

Biggest buyers

Brookstone Capital Management New +136,210+136.2k
Cetera Advisor Networks LLC Added +119,858+119.9k
AE Wealth Management LLC Added +115,726+115.7k
CARY STREET PARTNERS INVESTMENT ADVISORY LLC New +114,335+114.3k
Strategic Blueprint, LLC Added +84,279+84.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +50,440+50.4k
Ignite Planners, LLC New +42,463+42.5k
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Added +29,744+29.7k
Hilltop Holdings Inc. New +25,869+25.9k
Plotkin Financial Advisors, LLC Added +21,849+21.8k

Biggest sellers

OSAIC HOLDINGS, INC. Reduced -117,536-117.5k
CreativeOne Wealth, LLC Sold out -53,318-53.3k
ENVESTNET ASSET MANAGEMENT INC Reduced -48,560-48.6k
Sigma Planning Corp Sold out -35,766-35.8k
Keystone Wealth Services, LLC Reduced -30,500-30.5k
Cetera Investment Advisers Reduced -27,516-27.5k
Mutual Advisors, LLC Reduced -27,100-27.1k
Cambridge Investment Research Advisors, Inc. Reduced -22,535-22.5k
Arkadios Wealth Advisors Reduced -22,285-22.3k
RAYMOND JAMES & ASSOCIATES Reduced -20,200-20.2k

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 +3.1 pts · filed 2026-10-22 55.0% +3.1 pts 4.3m≈ $174.8m 2026-10-22

Holders, Q1 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 COMMONWEALTH EQUITY SERVICES, LLC 0.08% of their portfolio WALTHAM, MA 1,270,3711.3m $37.7m $37.7m 0.08% Reduced -10.2k -10,220
2 AE Wealth Management LLC 0.17% of their portfolio TOPEKA, KS 906,577906.6k $26.9m $26.9m 0.17% Added +115.7k +115,726
3 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 518,912518.9k $15.4m $15.4m 0.03% Reduced -117.5k -117,536
4 Mutual Advisors, LLC 0.39% of their portfolio OMAHA, NE 317,038317.0k $9.4m $9.4m 0.39% Reduced -27.1k -27,100
5 Hartford Financial Management Inc. 1.65% of their portfolio WEST HARTFORD, CT 215,312215.3k $6.4m $6.4m 1.65% Reduced -10.0k -9,959
6 Cetera Advisor Networks LLC 0.04% of their portfolio EL SEGUNDO, CA 161,115161.1k $4.8m $4.8m 0.04% Added +119.9k +119,858
7 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 155,699155.7k $4.6m $4.6m 0.02% Reduced -22.5k -22,535
8 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 153,656153.7k $4.6m $4.6m 0.00% Reduced -48.6k -48,560
9 Brookstone Capital Management 0.08% of their portfolio WHEATON, IL 136,210136.2k $4.0m $4.0m 0.08% New
10 Tanglewood Legacy Advisors, LLC 2.40% of their portfolio HOUSTON, TX 126,836126.8k $3.8m $3.8m 2.40% Reduced -657 -657
11 OGOREK ANTHONY JOSEPH /NY/ /ADV 1.51% of their portfolio WILLIAMSVILLE, NY 124,577124.6k $3.7m $3.7m 1.51% Unchanged
12 Atria Wealth Solutions, Inc. 0.05% of their portfolio NEW YORK, NY 123,721123.7k $3.7m $3.7m 0.05% Reduced -534 -534
13 Arkadios Wealth Advisors 0.42% of their portfolio ATLANTA, GA 117,787117.8k $3.5m $3.5m 0.42% Reduced -22.3k -22,285
14 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.24% of their portfolio RICHMOND, VA 114,335114.3k $3.4m $3.4m 0.24% New
15 SMART Wealth LLC 2.90% of their portfolio Omaha, NE 110,795110.8k $3.3m $3.3m 2.90% Reduced -14.2k -14,152
16 Strategic Blueprint, LLC 0.31% of their portfolio ATLANTA, GA 100,941100.9k $3.0m $3.0m 0.31% Added +84.3k +84,279
17 Comprehensive Financial Consultants Institutional, Inc. 1.47% of their portfolio Bloomington, IN 87,51587.5k $2.6m $2.6m 1.47% Reduced -1.9k -1,914
18 B. Riley Wealth Advisors, Inc. 0.05% of their portfolio MEMPHIS, TN 65,48765.5k $1.9m $1.9m 0.05% Added +15.5k +15,487
19 HARBOUR INVESTMENTS, INC. 0.10% of their portfolio MADISON, WI 61,10061.1k $1.8m $1.8m 0.10% Unchanged
20 Cypress Wealth Services, LLC 0.45% of their portfolio PALM DESERT, CA 51,93751.9k $1.5m $1.5m 0.45% Unchanged
21 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 50,44050.4k $1.5m $1.5m 0.00% New
22 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.16% of their portfolio CEDAR RAPIDS, IA 50,43550.4k $1.5m $1.5m 0.16% Reduced -19.7k -19,713
23 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.11% of their portfolio BIRMINGHAM, AL 48,26248.3k $1.4m $1.4m 0.11% Added +29.7k +29,744
24 Ignite Planners, LLC 0.52% of their portfolio SAN CLEMENTE, CA 42,46342.5k $1.3m $1.3m 0.52% New
25 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 42,26842.3k $1.2m $1.2m 0.02% Added +8.1k +8,126
26 Keystone Wealth Services, LLC 0.37% of their portfolio PALM DESERT, CA 30,66730.7k $909.6k $909.6k 0.37% Reduced -30.5k -30,500
27 Plotkin Financial Advisors, LLC 0.84% of their portfolio CHEVY CHASE, MD 30,43830.4k $902.8k $902.8k 0.84% Added +21.8k +21,849
28 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 30,02630.0k $890.6k $890.6k 0.01% Reduced -10.4k -10,366
29 CENTAURUS FINANCIAL, INC. 0.07% of their portfolio ANAHEIM, CA 29,53629.5k $876.0k $876.0k 0.07% Reduced -2.0k -1,976
30 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 28,85428.9k $855.8k $855.8k 0.00% Reduced -20.2k -20,200
31 TrueWealth Advisors, LLC 0.35% of their portfolio BIRMINGHAM, AL 28,18028.2k $835.8k $835.8k 0.35% Unchanged
32 Hilltop Holdings Inc. 0.10% of their portfolio DALLAS, TX 25,86925.9k $767.3k $767.3k 0.10% New
33 B.O.S.S. Retirement Advisors, LLC 0.15% of their portfolio Lehi, UT 20,91620.9k $620.4k $620.4k 0.15% Added +169 +169
34 Ameritas Advisory Services, LLC 0.03% of their portfolio Lincoln, NE 20,86520.9k $618.5k $618.5k 0.03% Reduced -10.1k -10,140
35 Outlook Wealth Advisors, LLC 0.27% of their portfolio SHENANDOAH, TX 20,61820.6k $611.5k $611.5k 0.27% Reduced -752 -752
36 ACORN FINANCIAL ADVISORY SERVICES INC /ADV 0.11% of their portfolio Reston, VA 19,02719.0k $564.3k $564.3k 0.11% Reduced -335 -335
37 WealthPLAN Partners, LLC 0.06% of their portfolio OMAHA, NE 19,02519.0k $564.3k $564.3k 0.06% Reduced -2.2k -2,175
38 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 18,87418.9k $559.8k $559.8k 0.00% Reduced -6.5k -6,498
39 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 18,57918.6k $550.8k $550.8k 0.00% Added +18.3k +18,278
40 Truadvice, LLC 0.22% of their portfolio SARASOTA, FL 18,34518.3k $544.1k $544.1k 0.22% Added +1.6k +1,595
41 Kovack Advisors, Inc. 0.07% of their portfolio FT. LAUDERDALE, FL 18,33118.3k $543.7k $543.7k 0.07% Reduced -200 -200
42 Great Lakes Retirement, Inc. 0.10% of their portfolio SANDUSKY, OH 17,17717.2k $509.5k $509.5k 0.10% New
43 Delta Investment Management, LLC 0.14% of their portfolio SAN FRANCISCO, CA 16,87816.9k $500.6k $500.6k 0.14% Unchanged
44 Lion Street Advisors, LLC 0.15% of their portfolio Austin, TX 16,75416.8k $496.9k $496.9k 0.15% New
45 TOWNSQUARE CAPITAL LLC 0.01% of their portfolio Lehi, UT 14,86514.9k $440.9k $440.9k 0.01% New
46 LVZ, Inc. 0.06% of their portfolio Holland, MI 14,77714.8k $438.3k $438.3k 0.06% Unchanged
47 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 14,62814.6k $433.9k $433.9k 0.01% Reduced -658 -658
48 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 12,59212.6k $373.0k $373.0k 0.00% Reduced -1.7k -1,697
49 Mariner, LLC 0.00% of their portfolio Overland Park, KS 12,18612.2k $361.0k $361.0k 0.00% Reduced -1.2k -1,212
50 Cetera Advisors LLC 0.01% of their portfolio DENVER, CO 11,93611.9k $354.0k $354.0k 0.01% Reduced -3.2k -3,156
51 FSB PREMIER WEALTH MANAGEMENT, INC. 0.20% of their portfolio WATERLOO, IA 11,86111.9k $351.8k $351.8k 0.20% Added +2.6k +2,631
52 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 11,77011.8k $349.1k $349.1k 0.00% New
53 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 10,04710.0k $301.6k $301.6k 0.01% Reduced -3.7k -3,711
54 SYNOVUS FINANCIAL CORP 0.00% of their portfolio Columbus, GA 10,01210.0k $297.0k $297.0k 0.00% Unchanged
55 Advance Capital Management, Inc. 0.05% of their portfolio SOUTHFIELD, MI 9,9209.9k $294.2k $294.2k 0.05% Reduced -178 -178
56 Sunbelt Securities, Inc. 0.04% of their portfolio HOUSTON, TX 9,4609.5k $279.2k $279.2k 0.04% Unchanged
57 StoneX Group Inc. 0.03% of their portfolio NEW YORK, NY 9,1509.2k $271.4k $271.4k 0.03% Reduced -152 -152
58 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 8,9348.9k $265.0k $265.0k 0.01% New
59 Avior Wealth Management, LLC 0.02% of their portfolio OMAHA, NE 8,3988.4k $249.1k $249.1k 0.02% New
60 Authentikos Wealth Advisory, LLC 0.25% of their portfolio MORGAN HILL, CA 8,3878.4k $247.1k $247.1k 0.25% First filing
61 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 8,2308.2k $244.0k $244.0k 0.00% Unchanged
62 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 8,0108.0k $237.6k $237.6k 0.00% Reduced -27.5k -27,516
63 BAKER TILLY WEALTH MANAGEMENT, LLC 0.02% of their portfolio MADISON, WI 7,0007.0k $207.6k $207.6k 0.02% New
64 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 6,9557.0k $206.3k $206.3k 0.01% New
65 Integrity Financial Corp /WA 0.12% of their portfolio JACKSON, WY 5,0815.1k $150.7k $150.7k 0.12% Added +221 +221
66 UBS Group AG 0.00% of their portfolio ZURICH, V8 3,6153.6k $107.2k $107.2k 0.00% Added +1.1k +1,117
67 EPG Wealth Management LLC 0.03% of their portfolio ATLANTA, GA 3,0003.0k $89.0k $89.0k 0.03% Unchanged
68 WealthPlan Investment Management, LLC 0.01% of their portfolio OMAHA, NE 2,2642.3k $67.2k $67.2k 0.01% Reduced -18.9k -18,936
69 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 424424 $12.6k $12.6k 0.00% New
70 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 270270 $8.0k $8.0k 0.00% New
71 Gradient Investments LLC 0.00% of their portfolio ARDEN HILLS, MN 180180 $5.3k $5.3k 0.00% New
72 Tradition Wealth Management, LLC 0.00% of their portfolio EDINA, MN 128128 $4.0k $4.0k 0.00% Unchanged
73 Belpointe Asset Management LLC 0.00% of their portfolio RENO, NV 5050 $1.5k $1.5k 0.00% Added +2 +2
74 Koesten, Hirschmann & Crabtree, INC. 0.00% of their portfolio OVERLAND PARK, KS 4747 $1.4k $1.4k 0.00% New
75 Richard W. Paul & Associates, LLC 0.00% of their portfolio NOVI, MI 99 $267 $267 0.00% Reduced -2 -2
76 CWM, LLC 0.00% of their portfolio OMAHA, NE 55 $0 $0 0.00% Reduced -9 -9