Vault-13

FIRST TR EXCHNG TRADED FD VI YSEP

FT VEST INT EQ M · ETP · CUSIP 33740U828

50 institutional holders -1 vs Q1 2025
3,298,9223.3m shares reported held*
$80.4mreported value*
8 new 12 added 18 reduced 9 sold out net sold ≈ $11.3m (-488.3k 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 ≈ $24.37.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 13Q4 22: 21Q1 23: 23Q2 23: 16Q3 23: 19Q4 23: 33Q1 24: 31Q2 24: 33Q3 24: 37Q4 24: 46Q1 25: 51Q2 25: 5050Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202213
Q4 202221
Q1 202323
Q2 202316
Q3 202319
Q4 202333
Q1 202431
Q2 202433
Q3 202437
Q4 202446
Q1 202551
Q2 202550

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q3 23: 11 bought or addedQ3 23: 7 cut or sold outQ4 23: 26 bought or addedQ4 23: 5 cut or sold outQ4 23Q1 24: 14 bought or addedQ1 24: 10 cut or sold outQ2 24: 14 bought or addedQ2 24: 10 cut or sold outQ2 24Q3 24: 14 bought or addedQ3 24: 16 cut or sold outQ4 24: 26 bought or addedQ4 24: 12 cut or sold outQ4 24Q1 25: 24 bought or addedQ1 25: 17 cut or sold outQ2 25: 20 bought or addedQ2 25: 27 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023117
Q4 2023265
Q1 20241410
Q2 20241410
Q3 20241416
Q4 20242612
Q1 20252417
Q2 20252027

Biggest buyers

Rockefeller Capital Management L.P. Added +206,654+206.7k
Avantra Family Wealth, Inc. New +156,688+156.7k
Lionshead Wealth Management, LLC Added +24,999+25.0k
HRT FINANCIAL LP New +21,308+21.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +13,211+13.2k
LM Advisors LLC Added +12,668+12.7k
Advisory Services Network, LLC Added +11,727+11.7k
Cetera Investment Advisers Added +9,856+9.9k
LPL Financial LLC Added +9,697+9.7k
GTS SECURITIES LLC New +8,528+8.5k

Biggest sellers

Luken Investment Analytics, LLC Reduced -331,619-331.6k
HighTower Advisors, LLC Sold out -159,469-159.5k
Maia Wealth LLC Sold out -127,099-127.1k
Brookstone Capital Management Sold out -103,854-103.9k
Chris Bulman Inc Sold out -94,113-94.1k
OSAIC HOLDINGS, INC. Reduced -25,346-25.3k
Whipplewood Advisors, LLC Reduced -24,466-24.5k
OLD MISSION CAPITAL LLC Sold out -20,784-20.8k
WINNACLE WEALTH LLC Sold out -16,864-16.9k
Cambridge Investment Research Advisors, Inc. Reduced -13,860-13.9k

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 +4.3 pts · filed 2026-10-22 35.9% +4.3 pts 1.6m≈ $44.0m 2026-10-22

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OGOREK ANTHONY JOSEPH /NY/ /ADV 3.92% of their portfolio WILLIAMSVILLE, NY 520,411520.4k $12.7m $12.7m 3.92% Reduced -122 -122
2 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 406,616406.6k $9.9m $9.9m 0.01% Added +206.7k +206,654
3 Sterling Manor Financial, LLC 4.35% of their portfolio Saratoga Springs, NY 267,309267.3k $6.5m $6.5m 4.35% Reduced -5.3k -5,350
4 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 255,794255.8k $6.2m $6.2m 0.01% Added +4.1k +4,108
5 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 209,128209.1k $5.1m $5.1m 0.00% Reduced -8.6k -8,569
6 LM Advisors LLC 0.65% of their portfolio SAN DIEGO, CA 207,948207.9k $5.1m $5.1m 0.65% Added +12.7k +12,668
7 SOA Wealth Advisors, LLC. 0.86% of their portfolio NEW YORK, NY 187,837187.8k $4.6m $4.6m 0.86% Reduced -5.1k -5,101
8 Avantra Family Wealth, Inc. 3.16% of their portfolio MECHANICSBURG, PA 156,688156.7k $3.8m $3.8m 3.16% New
9 Clear Creek Financial Management, LLC 0.30% of their portfolio SILVERDALE, WA 131,140131.1k $3.2m $3.2m 0.30% Reduced -2.7k -2,693
10 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 124,521124.5k $3.0m $3.0m 0.01% Reduced -25.3k -25,346
11 Lionshead Wealth Management, LLC 2.78% of their portfolio New York, NY 123,323123.3k $3.0m $3.0m 2.78% Added +25.0k +24,999
12 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 80,70280.7k $2.0m $2.0m 0.00% Added +9.9k +9,856
13 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 71,89871.9k $1.8m $1.8m 0.00% Added +9.7k +9,697
14 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 61,87261.9k $1.5m $1.5m 0.00% Reduced -13.9k -13,860
15 NorthCrest Asset Manangement, LLC 0.04% of their portfolio PLYMOUTH, MN 61,47661.5k $1.5m $1.5m 0.04% Reduced -11.6k -11,629
16 Advisory Services Network, LLC 0.02% of their portfolio ATLANTA, GA 50,89050.9k $1.2m $1.2m 0.02% Added +11.7k +11,727
17 SILVER OAK SECURITIES, INCORPORATED 0.10% of their portfolio JACKSON, TN 50,68350.7k $1.2m $1.2m 0.10% Reduced -7.9k -7,949
18 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 33,92433.9k $827.7k $827.7k 0.00% Reduced -6.1k -6,120
19 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 24,60524.6k $600.4k $600.4k 0.00% Added +13.2k +13,211
20 Ameritas Investment Partners, Inc. 0.02% of their portfolio LINCOLN, NE 23,61523.6k $576.2k $576.2k 0.02% Added +385 +385
21 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 23,23423.2k $566.9k $566.9k 0.00% Unchanged
22 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 21,30821.3k $519.0k $519.0k 0.00% New
23 Sunbelt Securities, Inc. 0.04% of their portfolio HOUSTON, TX 20,03020.0k $434.7k $434.7k 0.04% Unchanged
24 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 18,98819.0k $463.3k $463.3k 0.01% Unchanged
25 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 16,45816.5k $401.6k $401.6k 0.01% Reduced -409 -409
26 Five Pine Wealth Management 0.30% of their portfolio COEUR D ALENE, ID 16,41416.4k $400.5k $400.5k 0.30% Added +1.4k +1,350
27 WEALTHGARDEN F.S. LLC 0.32% of their portfolio EL SEGUNDO, CA 16,19116.2k $389.0k $389.0k 0.32% Reduced -50 -50
28 Diligent Investors, LLC 0.09% of their portfolio REDLANDS, CA 15,40015.4k $375.8k $375.8k 0.09% Unchanged
29 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 14,39414.4k $350.6k $350.6k 0.00% Added +4.2k +4,212
30 1776 Wealth LLC 0.14% of their portfolio ATLANTA, GA 13,76313.8k $335.8k $335.8k 0.14% Unchanged
31 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 13,12913.1k $320.3k $320.3k 0.00% Added +3.9k +3,853
32 Integrity Financial Corp /WA 0.13% of their portfolio JACKSON, WY 10,81810.8k $264.0k $264.0k 0.13% Reduced -9.1k -9,067
33 GTS SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 8,5288.5k $208.1k $208.1k 0.01% New
34 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 6,2806.3k $153.2k $153.2k 0.00% New
35 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 5,0005.0k $122.0k $122.0k 0.00% New
36 Luken Investment Analytics, LLC 0.05% of their portfolio BRENTWOOD, TN 4,8394.8k $118.1k $118.1k 0.05% Reduced -331.6k -331,619
37 DHJJ Financial Advisors, Ltd. 0.04% of their portfolio NAPERVILLE, IL 4,4954.5k $109.7k $109.7k 0.04% Reduced -300 -300
38 UBS Group AG 0.00% of their portfolio ZURICH, V8 4,2234.2k $103.0k $103.0k 0.00% New
39 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 3,0073.0k $73.4k $73.4k 0.00% Reduced -7.0k -7,002
40 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 2,9122.9k $71.1k $71.1k 0.00% Unchanged
41 Whipplewood Advisors, LLC 0.03% of their portfolio LITTLETON, CO 2,2672.3k $55.3k $55.3k 0.03% Reduced -24.5k -24,466
42 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 2,0552.1k $50.1k $50.1k 0.00% Unchanged
43 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 1,3501.4k $32.9k $32.9k 0.00% Reduced -32 -32
44 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 1,2161.2k $29.7k $29.7k 0.00% Unchanged
45 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 634634 $15.0k $15.0k 0.00% Unchanged
46 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 604604 $14.7k $14.7k 0.00% New
47 CWM, LLC 0.00% of their portfolio OMAHA, NE 520520 $13.0k $13.0k 0.00% Unchanged
48 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 300300 $7.3k $7.3k 0.00% Unchanged
49 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 185185 $4.5k $4.5k 0.00% New
50 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged