Vault-13

FIRST TR EXCHNG TRADED FD VI DAPR

FT VEST U.S. · ETP · CUSIP 33740U802

67 institutional holders +0 vs Q3 2023
2,364,1192.4m shares reported held*
$76.5mreported value*
6 new 11 added 34 reduced 7 sold out net sold ≈ $34.8m (-1.1m 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 ≈ $32.37.

Trends to Q4 2023

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 59Q4 22: 70Q1 23: 76Q2 23: 72Q3 23: 67Q4 23: 6767Q3 22Q4 22Q1 23Q2 23Q3 23Q4 23
Numbers
QuarterHolders
Q3 202259
Q4 202270
Q1 202376
Q2 202372
Q3 202367
Q4 202367

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 23Q2 23: 38 bought or addedQ2 23: 46 cut or sold outQ2 23Q3 23: 15 bought or addedQ3 23: 49 cut or sold outQ3 23Q4 23: 17 bought or addedQ4 23: 41 cut or sold outQ4 23
Numbers
QuarterBought or addedCut or sold out
Q4 20223324
Q1 20233143
Q2 20233846
Q3 20231549
Q4 20231741

Biggest buyers

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +28,801+28.8k
ENVESTNET ASSET MANAGEMENT INC Added +14,503+14.5k
SageView Advisory Group, LLC New +13,348+13.3k
CITADEL ADVISORS LLC New +13,340+13.3k
Atria Wealth Solutions, Inc. Added +7,515+7.5k
TWO SIGMA SECURITIES, LLC New +7,286+7.3k
Hartford Financial Management Inc. Added +7,157+7.2k
Ergawealth Advisors, Inc. New +7,001+7.0k
Cetera Investment Advisers Added +5,715+5.7k
Raymond James Financial Services Advisors, Inc. Added +3,033+3.0k

Biggest sellers

COMMONWEALTH EQUITY SERVICES, LLC Reduced -234,992-235.0k
AE Wealth Management LLC Reduced -151,409-151.4k
OSAIC HOLDINGS, INC. Reduced -134,970-135.0k
Brookstone Capital Management Sold out -100,371-100.4k
Mutual Advisors, LLC Reduced -95,811-95.8k
Donald L. Hagan, LLC Reduced -84,894-84.9k
SMART Wealth LLC Sold out -78,446-78.4k
OGOREK ANTHONY JOSEPH /NY/ /ADV Reduced -53,062-53.1k
CreativeOne Wealth, LLC Reduced -51,673-51.7k
OLD MISSION CAPITAL LLC Reduced -46,239-46.2k

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, Q4 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 242,002242.0k $7.8m $7.8m 0.01% Reduced -135.0k -134,970
2 Hartford Financial Management Inc. 1.75% of their portfolio WEST HARTFORD, CT 238,859238.9k $7.7m $7.7m 1.75% Added +7.2k +7,157
3 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 207,235207.2k $6.7m $6.7m 0.01% Reduced -235.0k -234,992
4 Mutual Advisors, LLC 0.21% of their portfolio OMAHA, NE 183,143183.1k $5.9m $5.9m 0.21% Reduced -95.8k -95,811
5 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 174,637174.6k $5.7m $5.7m 0.00% Added +14.5k +14,503
6 Atria Wealth Solutions, Inc. 0.05% of their portfolio NEW YORK, NY 132,543132.5k $4.3m $4.3m 0.05% Added +7.5k +7,515
7 Tanglewood Legacy Advisors, LLC 2.29% of their portfolio HOUSTON, TX 129,716129.7k $4.2m $4.2m 2.29% Unchanged
8 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 77,64177.6k $2.5m $2.5m 0.01% Reduced -183 -183
9 Comprehensive Financial Consultants Institutional, Inc. 1.08% of their portfolio Bloomington, IN 71,59471.6k $2.3m $2.3m 1.08% Reduced -1.3k -1,311
10 OGOREK ANTHONY JOSEPH /NY/ /ADV 0.82% of their portfolio WILLIAMSVILLE, NY 69,66269.7k $2.3m $2.3m 0.82% Reduced -53.1k -53,062
11 HARBOUR INVESTMENTS, INC. 0.08% of their portfolio MADISON, WI 62,59162.6k $2.0m $2.0m 0.08% Reduced -758 -758
12 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 58,14358.1k $1.9m $1.9m 0.00% Added +28.8k +28,801
13 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 41,96342.0k $1.4m $1.4m 0.01% Added +5.7k +5,715
14 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.09% of their portfolio BIRMINGHAM, AL 40,07540.1k $1.3m $1.3m 0.09% Reduced -6.0k -6,029
15 Cetera Advisor Networks LLC 0.01% of their portfolio EL SEGUNDO, CA 38,43838.4k $1.2m $1.2m 0.01% Reduced -8.9k -8,865
16 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 34,68634.7k $1.1m $1.1m 0.00% Reduced -1.4k -1,440
17 Stratos Wealth Partners, LTD. 0.02% of their portfolio BEACHWOOD, OH 33,00133.0k $1.1m $1.1m 0.02% Reduced -163 -163
18 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 30,28130.3k $991.4k $991.4k 0.01% Reduced -151.4k -151,409
19 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 28,42528.4k $919.8k $919.8k 0.00% Added +768 +768
20 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 28,22028.2k $913.2k $913.2k 0.00% Reduced -1.8k -1,760
21 CreativeOne Wealth, LLC 0.06% of their portfolio OVERLAND PARK, KS 27,87327.9k $902.0k $902.0k 0.06% Reduced -51.7k -51,673
22 CENTAURUS FINANCIAL, INC. 0.06% of their portfolio ANAHEIM, CA 25,08625.1k $812.0k $812.0k 0.06% Reduced -1.7k -1,704
23 REAP Financial Group, LLC 0.22% of their portfolio AUSTIN, TX 23,60623.6k $763.9k $763.9k 0.22% First filing
24 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 22,68822.7k $734.0k $734.0k 0.00% Added +2.4k +2,443
25 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 18,00618.0k $582.7k $582.7k 0.00% Reduced -1.6k -1,631
26 Sage Capital Advisors,llc 0.19% of their portfolio SIOUX FALLS, SD 17,87717.9k $578.5k $578.5k 0.19% Reduced -2.0k -2,019
27 Cypress Wealth Services, LLC 0.14% of their portfolio PALM DESERT, CA 17,31117.3k $560.2k $560.2k 0.14% Unchanged
28 Delta Investment Management, LLC 0.14% of their portfolio SAN FRANCISCO, CA 16,87816.9k $546.2k $546.2k 0.14% Unchanged
29 Cetera Advisors LLC 0.01% of their portfolio DENVER, CO 15,00715.0k $485.6k $485.6k 0.01% Added +18 +18
30 Plotkin Financial Advisors, LLC 0.35% of their portfolio CHEVY CHASE, MD 14,39014.4k $465.7k $465.7k 0.35% Reduced -512 -512
31 LVZ, Inc. 0.06% of their portfolio Holland, MI 13,61213.6k $440.5k $440.5k 0.06% Unchanged
32 SageView Advisory Group, LLC 0.02% of their portfolio Newport Beach, CA 13,34813.3k $438.1k $438.1k 0.02% New
33 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 13,34013.3k $431.7k $431.7k 0.00% New
34 TrueWealth Advisors, LLC 0.16% of their portfolio BIRMINGHAM, AL 13,14813.1k $425.5k $425.5k 0.16% Reduced -13.2k -13,235
35 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 12,88412.9k $416.9k $416.9k 0.01% Reduced -46.2k -46,239
36 Mariner, LLC 0.00% of their portfolio Overland Park, KS 12,39212.4k $401.0k $401.0k 0.00% Reduced -603 -603
37 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 11,61311.6k $375.8k $375.8k 0.00% Added +3.0k +3,033
38 Donald L. Hagan, LLC 0.20% of their portfolio Sarasota, FL 11,26111.3k $364.4k $364.4k 0.20% Reduced -84.9k -84,894
39 FSB PREMIER WEALTH MANAGEMENT, INC. 0.17% of their portfolio WATERLOO, IA 10,59910.6k $343.0k $343.0k 0.17% Unchanged
40 First Heartland Consultants, Inc. 0.04% of their portfolio LAKE ST. LOUIS, MO 9,5959.6k $310.0k $310.0k 0.04% Reduced -3.9k -3,859
41 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 9,5509.6k $309.0k $309.0k 0.01% Reduced -203 -203
42 Keystone Wealth Services, LLC 0.10% of their portfolio PALM DESERT, CA 8,8328.8k $285.8k $285.8k 0.10% Unchanged
43 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 8,5378.5k $276.3k $276.3k 0.00% Reduced -215 -215
44 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 8,2288.2k $266.3k $266.3k 0.00% Unchanged
45 Lion Street Advisors, LLC 0.11% of their portfolio Austin, TX 8,1198.1k $262.7k $262.7k 0.11% Unchanged
46 Avior Wealth Management, LLC 0.01% of their portfolio OMAHA, NE 7,5127.5k $243.1k $243.1k 0.01% Unchanged
47 TWO SIGMA SECURITIES, LLC 0.01% of their portfolio NEW YORK, NY 7,2867.3k $235.8k $235.8k 0.01% New
48 Ameritas Advisory Services, LLC 0.01% of their portfolio Lincoln, NE 7,0217.0k $231.0k $231.0k 0.01% Reduced -12.2k -12,235
49 Ergawealth Advisors, Inc. 0.14% of their portfolio OAK BROOK, IL 7,0017.0k $226.6k $226.6k 0.14% New
50 BAKER TILLY WEALTH MANAGEMENT, LLC 0.04% of their portfolio MADISON, WI 7,0007.0k $226.5k $226.5k 0.04% Unchanged
51 1ST SOURCE BANK 0.01% of their portfolio SOUTH BEND, IN 6,7266.7k $217.7k $217.7k 0.01% Unchanged
52 Integrity Financial Corp /WA 0.16% of their portfolio JACKSON, WY 6,6816.7k $216.2k $216.2k 0.16% Reduced -1.7k -1,699
53 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 6,3056.3k $204.0k $204.0k 0.00% Reduced -8.3k -8,275
54 Sunbelt Securities, Inc. 0.03% of their portfolio HOUSTON, TX 6,2606.3k $202.6k $202.6k 0.03% Reduced -3.2k -3,200
55 COMERICA BANK 0.00% of their portfolio DALLAS, TX 4,1064.1k $132.9k $132.9k 0.00% Unchanged
56 EPG Wealth Management LLC 0.03% of their portfolio ATLANTA, GA 3,0003.0k $98.6k $98.6k 0.03% Unchanged
57 UBS Group AG 0.00% of their portfolio ZURICH, V8 2,3152.3k $74.9k $74.9k 0.00% Added +121 +121
58 DHJJ Financial Advisors, Ltd. 0.02% of their portfolio NAPERVILLE, IL 1,3901.4k $45.0k $45.0k 0.02% Reduced -500 -500
59 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,2681.3k $41.0k $41.0k 0.00% Reduced -7.1k -7,123
60 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 1,1851.2k $38.3k $38.3k 0.00% First filing
61 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 815815 $26.0k $26.0k 0.00% Reduced -3.1k -3,094
62 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 796796 $25.8k $25.8k 0.00% Reduced -3.0k -2,963
63 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 447447 $14.5k $14.5k 0.00% Reduced -10 -10
64 CWM, LLC 0.00% of their portfolio OMAHA, NE 290290 $9.0k $9.0k 0.00% Added +285 +285
65 Impact Partnership Wealth, LLC 0.00% of their portfolio MARIETTA, GA 7373 $2.4k $2.4k 0.00% New
66 OLIVER LAGORE VANVALIN INVESTMENT GROUP 0.00% of their portfolio FLINT, MI 77 $227 $227 0.00% Unchanged
67 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 00 $0 $0 0.00% New