Vault-13

FIRST TR EXCHNG TRADED FD VI YSEP

FT VEST INT EQ M · ETP · CUSIP 33740U828

69 institutional holders +16 vs Q3 2025
3,263,5303.3m shares reported held*
$85.0mreported value*
16 new 27 added 14 reduced 3 sold out net bought ≈ $5.8m (+221.2k 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 ≈ $26.06.

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 13Q4 22: 21Q1 23: 23Q2 23: 16Q3 23: 19Q4 23: 33Q1 24: 31Q2 24: 33Q3 24: 37Q4 24: 46Q1 25: 51Q2 25: 50Q3 25: 53Q4 25: 6969Q3 22Q2 23Q1 24Q4 24Q4 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
Q3 202553
Q4 202569

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q1 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 25Q3 25: 25 bought or addedQ3 25: 20 cut or sold outQ4 25: 43 bought or addedQ4 25: 17 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20241410
Q2 20241410
Q3 20241416
Q4 20242612
Q1 20252417
Q2 20252027
Q3 20252520
Q4 20254317

Biggest buyers

Modern Wealth Management, LLC New +142,008+142.0k
US BANCORP \DE\ Added +32,211+32.2k
COMMONWEALTH EQUITY SERVICES, LLC Added +31,362+31.4k
GOLDMAN SACHS GROUP INC New +31,053+31.1k
OLD MISSION CAPITAL LLC New +27,959+28.0k
RAYMOND JAMES FINANCIAL INC Added +26,222+26.2k
Corient Private Wealth LP Added +23,234+23.2k
Cambridge Investment Research Advisors, Inc. Added +18,287+18.3k
Rockefeller Capital Management L.P. Added +17,802+17.8k
Arkadios Wealth Advisors New +16,166+16.2k

Biggest sellers

LM Advisors LLC Reduced -204,479-204.5k
JANE STREET GROUP, LLC Sold out -26,558-26.6k
OSAIC HOLDINGS, INC. Reduced -25,814-25.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -16,153-16.2k
SOA Wealth Advisors, LLC. Reduced -10,348-10.3k
Sigma Planning Corp Reduced -8,513-8.5k
OGOREK ANTHONY JOSEPH /NY/ /ADV Reduced -5,388-5.4k
LPL Financial LLC Reduced -4,065-4.1k
NorthCrest Asset Manangement, LLC Reduced -4,025-4.0k
Noble Wealth Management PBC Reduced -2,053-2.1k

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, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OGOREK ANTHONY JOSEPH /NY/ /ADV 3.68% of their portfolio WILLIAMSVILLE, NY 515,023515.0k $13.4m $13.4m 3.68% Reduced -5.4k -5,388
2 Sterling Manor Financial, LLC 6.22% of their portfolio Saratoga Springs, NY 383,280383.3k $10.0m $10.0m 6.22% Added +2.7k +2,745
3 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 266,898266.9k $6.9m $6.9m 0.00% Added +26.2k +26,222
4 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 219,972220.0k $5.7m $5.7m 0.01% Added +31.4k +31,362
5 US BANCORP \DE\ 0.01% of their portfolio MINNEAPOLIS, MN 215,573215.6k $5.6m $5.6m 0.01% Added +32.2k +32,211
6 SOA Wealth Advisors, LLC. 0.77% of their portfolio NEW YORK, NY 176,431176.4k $4.6m $4.6m 0.77% Reduced -10.3k -10,348
7 Modern Wealth Management, LLC 0.07% of their portfolio KANSAS CITY, MO 142,008142.0k $3.7m $3.7m 0.07% New
8 Clear Creek Financial Management, LLC 0.28% of their portfolio SILVERDALE, WA 132,617132.6k $3.5m $3.5m 0.28% Added +2.1k +2,136
9 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 113,067113.1k $2.9m $2.9m 0.00% Added +15.5k +15,482
10 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 104,711104.7k $2.7m $2.7m 0.00% Reduced -25.8k -25,814
11 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 78,56278.6k $2.0m $2.0m 0.00% Reduced -4.1k -4,065
12 NorthCrest Asset Manangement, LLC 0.05% of their portfolio PLYMOUTH, MN 77,46177.5k $2.0m $2.0m 0.05% Reduced -4.0k -4,025
13 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 61,82161.8k $1.6m $1.6m 0.00% Added +18.3k +18,287
14 Avantra Family Wealth, Inc. 1.05% of their portfolio MECHANICSBURG, PA 55,59055.6k $1.4m $1.4m 1.05% Added +1.1k +1,058
15 Advisory Services Network, LLC 0.02% of their portfolio ATLANTA, GA 52,30852.3k $1.4m $1.4m 0.02% Added +1.0k +1,042
16 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 46,46846.5k $1.2m $1.2m 0.00% Added +23.2k +23,234
17 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 39,11839.1k $1.0m $1.0m 0.00% Added +3.0k +2,982
18 Noble Wealth Management PBC 0.47% of their portfolio GREENWOOD VILLAGE, CO 35,78535.8k $930.9k $930.9k 0.47% Reduced -2.1k -2,053
19 SILVER OAK SECURITIES, INCORPORATED 0.06% of their portfolio JACKSON, TN 34,46834.5k $898.9k $898.9k 0.06% Added +5.7k +5,741
20 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 31,05331.1k $807.8k $807.8k 0.00% New
21 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 30,55630.6k $794.9k $794.9k 0.00% Added +17.8k +17,802
22 Ignite Planners, LLC 0.12% of their portfolio SAN CLEMENTE, CA 29,95430.0k $798.3k $798.3k 0.12% Added +3.5k +3,454
23 OLD MISSION CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 27,95928.0k $727.4k $727.4k 0.03% New
24 WEALTHGARDEN F.S. LLC 0.43% of their portfolio EL SEGUNDO, CA 24,65624.7k $657.1k $657.1k 0.43% Added +3.6k +3,643
25 Sunbelt Securities, Inc. 0.04% of their portfolio HOUSTON, TX 23,64123.6k $615.0k $615.0k 0.04% Added +3.6k +3,611
26 Ameritas Investment Partners, Inc. 0.02% of their portfolio LINCOLN, NE 22,28322.3k $579.7k $579.7k 0.02% Added +23 +23
27 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 20,96621.0k $545.4k $545.4k 0.00% Added +7.0k +7,023
28 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 19,36419.4k $504.0k $504.0k 0.00% Added +7.0k +6,991
29 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 18,41818.4k $479.1k $479.1k 0.01% Added +12.0k +12,020
30 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 18,11018.1k $471.1k $471.1k 0.01% Reduced -878 -878
31 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 16,66016.7k $433.0k $433.0k 0.00% Added +5.8k +5,779
32 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 16,16616.2k $420.6k $420.6k 0.01% New
33 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 15,85815.9k $419.8k $419.8k 0.00% Added +5.5k +5,508
34 Five Pine Wealth Management 0.26% of their portfolio COEUR D ALENE, ID 15,55415.6k $404.6k $404.6k 0.26% Unchanged
35 WINNACLE WEALTH LLC 0.28% of their portfolio WACO, TX 13,98714.0k $377.6k $377.6k 0.28% Reduced -2.0k -1,994
36 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 13,74113.7k $357.5k $357.5k 0.01% New
37 Kovack Advisors, Inc. 0.02% of their portfolio FT. LAUDERDALE, FL 13,69313.7k $356.2k $356.2k 0.02% New
38 Avidian Wealth Enterprises, LLC 0.01% of their portfolio Houston, TX 12,67912.7k $329.8k $329.8k 0.01% New
39 Diligent Investors, LLC 0.08% of their portfolio REDLANDS, CA 12,35012.3k $321.3k $321.3k 0.08% Added +400 +400
40 1776 Wealth LLC 0.12% of their portfolio ATLANTA, GA 12,33912.3k $321.0k $321.0k 0.12% Unchanged
41 CREATIVE FINANCIAL DESIGNS INC /ADV 0.02% of their portfolio KOKOMO, IN 10,32010.3k $268.5k $268.5k 0.02% Added +8.5k +8,536
42 Grantvest Financial Group LLC 0.17% of their portfolio MATAWAN, NJ 10,26810.3k $267.1k $267.1k 0.17% New
43 LEGACY SOLUTIONS, LLC 0.20% of their portfolio KENNETT SQUARE, PA 8,9559.0k $233.0k $233.0k 0.20% New
44 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 8,4778.5k $220.5k $220.5k 0.01% Reduced -8.5k -8,513
45 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 8,2618.3k $214.9k $214.9k 0.00% Reduced -289 -289
46 Anfield Capital Management, LLC 0.06% of their portfolio IRVINE, CA 7,7107.7k $200.6k $200.6k 0.06% Added +5.9k +5,915
47 Pinnacle Wealth Planning Services, Inc. 0.02% of their portfolio MANSFIELD, OH 5,7005.7k $148.3k $148.3k 0.02% New
48 LM Advisors LLC 1.62% of their portfolio SAN DIEGO, CA 5,4625.5k $209.9k $209.9k 1.62% Reduced -204.5k -204,479
49 DHJJ Financial Advisors, Ltd. 0.05% of their portfolio NAPERVILLE, IL 5,2495.2k $136.6k $136.6k 0.05% Reduced -130 -130
50 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 5,0005.0k $130.1k $130.1k 0.00% Unchanged
51 Integrity Financial Corp /WA 0.05% of their portfolio JACKSON, WY 3,5423.5k $92.1k $92.1k 0.05% Added +780 +780
52 Benson Wealth Management INC 0.10% of their portfolio OOLTEWAH, TN, TN 3,5333.5k $91.9k $91.9k 0.10% First filing
53 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 2,9122.9k $75.8k $75.8k 0.00% Unchanged
54 Camelot Portfolios, LLC 0.04% of their portfolio Maumee, OH 2,7122.7k $70.6k $70.6k 0.04% New
55 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 2,3802.4k $61.9k $61.9k 0.00% Added +325 +325
56 Whipplewood Advisors, LLC 0.04% of their portfolio LITTLETON, CO 2,2252.2k $57.9k $57.9k 0.04% Reduced -186 -186
57 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,6771.7k $43.6k $43.6k 0.00% Unchanged
58 Signature Equity Partners, LLC 0.02% of their portfolio COLUMBUS, OH 1,5651.6k $40.7k $40.7k 0.02% First filing
59 Sound Income Strategies, LLC 0.00% of their portfolio FT LAUDERDALE, FL 1,3401.3k $35.6k $35.6k 0.00% New
60 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 1,2161.2k $31.6k $31.6k 0.00% Unchanged
61 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 1,0221.0k $26.6k $26.6k 0.00% New
62 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 791791 $20.6k $20.6k 0.00% New
63 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 634634 $16.0k $16.0k 0.00% Unchanged
64 CWM, LLC 0.00% of their portfolio OMAHA, NE 520520 $14.0k $14.0k 0.00% Unchanged
65 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 292292 $7.6k $7.6k 0.00% New
66 UBS Group AG 0.00% of their portfolio ZURICH, V8 260260 $6.8k $6.8k 0.00% Reduced -315 -315
67 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 185185 $4.8k $4.8k 0.00% Unchanged
68 Strive Financial Group ,LLC 0.00% of their portfolio CARMEL, IN 113113 $2.9k $2.9k 0.00% First filing
69 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 6161 $1.6k $1.6k 0.00% New