Vault-13

FIRST TR EXCHNG TRADED FD VI YSEP

FT VEST INT EQ M · ETP · CUSIP 33740U828

61 institutional holders -5 vs Q1 2026
1,974,4532.0m shares reported held*
$52.7mreported value*
4 new 7 added 28 reduced 5 sold out net sold ≈ $3.5m (-126.6k 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 ≈ $26.67.

Trends to Q2 2026

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: 69Q1 26: 66Q2 26: 6161Q3 22Q3 23Q3 24Q3 25Q2 26
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
Q1 202666
Q2 202661

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q3 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 25Q1 26: 17 bought or addedQ1 26: 32 cut or sold outQ2 26: 11 bought or addedQ2 26: 33 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20241416
Q4 20242612
Q1 20252417
Q2 20252027
Q3 20252520
Q4 20254317
Q1 20261732
Q2 20261133

Biggest buyers

LM Advisors LLC Added +194,349+194.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +32,714+32.7k
FIDUCIARY FINANCIAL ADVISORS New +24,348+24.3k
JANE STREET GROUP, LLC New +14,338+14.3k
Farther Finance Advisors, LLC Added +5,500+5.5k
EP Wealth Advisors, LLC New +4,780+4.8k
Avantra Family Wealth, Inc. Added +975+975
KINTRA WEALTH, LLC Added +933+933
Janney Montgomery Scott LLC Added +450+450
Buck Wealth Strategies, LLC New +400+400

Biggest sellers

Modern Wealth Management, LLC Reduced -165,009-165.0k
Clear Creek Financial Management, LLC Sold out -54,281-54.3k
US BANCORP \DE\ Reduced -38,570-38.6k
OLD MISSION CAPITAL LLC Sold out -32,689-32.7k
GOLDMAN SACHS GROUP INC Sold out -32,417-32.4k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -16,436-16.4k
Kestra Advisory Services, LLC Reduced -10,769-10.8k
HRT FINANCIAL LP Sold out -9,466-9.5k
OSAIC HOLDINGS, INC. Reduced -8,557-8.6k
ENVESTNET ASSET MANAGEMENT INC Reduced -6,070-6.1k

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, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LM Advisors LLC 0.63% of their portfolio SAN DIEGO, CA 199,617199.6k $5.5m $5.5m 0.63% Added +194.3k +194,349
2 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 181,580181.6k $5.0m $5.0m 0.01% Reduced -16.4k -16,436
3 US BANCORP \DE\ 0.01% of their portfolio MINNEAPOLIS, MN 175,315175.3k $4.8m $4.8m 0.01% Reduced -38.6k -38,570
4 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 133,285133.3k $3.7m $3.7m 0.00% Reduced -4.1k -4,092
5 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 113,459113.5k $3.1m $3.1m 0.00% Reduced -280 -280
6 SOA Wealth Advisors, LLC. 0.41% of their portfolio NEW YORK, NY 89,43889.4k $2.5m $2.5m 0.41% Reduced -789 -789
7 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 77,71577.7k $2.1m $2.1m 0.00% Reduced -8.6k -8,557
8 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 73,84573.8k $302.5k $302.5k 0.00% Reduced -1.9k -1,944
9 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 72,13472.1k $2.0m $2.0m 0.00% Reduced -2.5k -2,507
10 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 65,87665.9k $1.8m $1.8m 0.00% Reduced -4.0k -4,041
11 NorthCrest Asset Manangement, LLC 0.04% of their portfolio PLYMOUTH, MN 63,08163.1k $1.7m $1.7m 0.04% Reduced -1.9k -1,944
12 Avantra Family Wealth, Inc. 1.01% of their portfolio MECHANICSBURG, PA 57,56257.6k $1.6m $1.6m 1.01% Added +975 +975
13 Modern Wealth Management, LLC 0.02% of their portfolio KANSAS CITY, MO 52,76452.8k $1.5m $1.5m 0.02% Reduced -165.0k -165,009
14 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 40,59140.6k $1.1m $1.1m 0.00% Added +32.7k +32,714
15 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 40,01540.0k $1.1m $1.1m 0.00% Reduced -6.1k -6,070
16 SILVER OAK SECURITIES, INCORPORATED 0.06% of their portfolio JACKSON, TN 38,05538.1k $1.0m $1.0m 0.06% Reduced -55 -55
17 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 29,47429.5k $811.7k $811.7k 0.01% Reduced -1.2k -1,250
18 Ignite Planners, LLC 0.11% of their portfolio SAN CLEMENTE, CA 28,74428.7k $791.6k $791.6k 0.11% Reduced -177 -177
19 Noble Wealth Management PBC 0.34% of their portfolio GREENWOOD VILLAGE, CO 27,27527.3k $751.2k $751.2k 0.34% Reduced -5.0k -4,962
20 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 25,94925.9k $714.6k $714.6k 0.00% Reduced -3.5k -3,479
21 WEALTHGARDEN F.S. LLC 0.39% of their portfolio EL SEGUNDO, CA 24,65624.7k $679.0k $679.0k 0.39% Unchanged
22 FIDUCIARY FINANCIAL ADVISORS 0.07% of their portfolio GRAND RAPIDS, MI 24,34824.3k $670.5k $670.5k 0.07% New
23 KINTRA WEALTH, LLC 0.03% of their portfolio WILLIAMSPORT, PA 23,53923.5k $666.4k $666.4k 0.03% Added +933 +933
24 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 23,23423.2k $639.9k $639.9k 0.00% Unchanged
25 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 22,69122.7k $624.9k $624.9k 0.00% Reduced -10.8k -10,769
26 Ameritas Investment Partners, Inc. 0.02% of their portfolio LINCOLN, NE 21,68321.7k $597.1k $597.1k 0.02% Reduced -345 -345
27 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 20,19420.2k $556.0k $556.0k 0.00% Added +450 +450
28 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 17,72417.7k $488.1k $488.1k 0.01% Reduced -305 -305
29 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 16,05316.1k $442.1k $442.1k 0.01% Reduced -113 -113
30 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 15,87815.9k $437.0k $437.0k 0.00% Reduced -782 -782
31 Kovack Advisors, Inc. 0.02% of their portfolio FT. LAUDERDALE, FL 14,41714.4k $396.6k $396.6k 0.02% Added +281 +281
32 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 14,33814.3k $394.9k $394.9k 0.00% New
33 Five Pine Wealth Management 0.22% of their portfolio COEUR D ALENE, ID 14,16714.2k $390.2k $390.2k 0.22% Reduced -877 -877
34 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 13,74113.7k $378.4k $378.4k 0.01% Unchanged
35 Avidian Wealth Enterprises, LLC 0.01% of their portfolio Houston, TX 12,67912.7k $349.2k $349.2k 0.01% Unchanged
36 Diligent Investors, LLC 0.08% of their portfolio REDLANDS, CA 12,35012.3k $340.1k $340.1k 0.08% Unchanged
37 1776 Wealth LLC 0.12% of their portfolio ATLANTA, GA 12,33912.3k $339.8k $339.8k 0.12% Unchanged
38 WINNACLE WEALTH LLC 0.23% of their portfolio WACO, TX 12,06212.1k $332.2k $332.2k 0.23% Reduced -277 -277
39 Grantvest Financial Group LLC 0.16% of their portfolio MATAWAN, NJ 10,04010.0k $276.5k $276.5k 0.16% Unchanged
40 LEGACY SOLUTIONS, LLC 0.20% of their portfolio KENNETT SQUARE, PA 8,9559.0k $246.6k $246.6k 0.20% Unchanged
41 Pinnacle Wealth Planning Services, Inc. 0.01% of their portfolio MANSFIELD, OH 5,7005.7k $157.0k $157.0k 0.01% Unchanged
42 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 5,6855.7k $156.6k $156.6k 0.00% Added +5.5k +5,500
43 DHJJ Financial Advisors, Ltd. 0.04% of their portfolio NAPERVILLE, IL 5,2495.2k $144.6k $144.6k 0.04% Unchanged
44 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 5,0005.0k $137.7k $137.7k 0.00% Unchanged
45 CREATIVE FINANCIAL DESIGNS INC /ADV 0.01% of their portfolio KOKOMO, IN 4,9865.0k $137.3k $137.3k 0.01% Reduced -517 -517
46 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 4,7804.8k $131.6k $131.6k 0.00% New
47 Benson Wealth Management INC 0.10% of their portfolio OOLTEWAH, TN, TN 3,5333.5k $97.3k $97.3k 0.10% Unchanged
48 OGOREK ANTHONY JOSEPH /NY/ /ADV 0.02% of their portfolio WILLIAMSVILLE, NY 3,1833.2k $87.0k $87.0k 0.02% Unchanged
49 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 2,9122.9k $80.2k $80.2k 0.00% Unchanged
50 Integrity Financial Corp /WA 0.03% of their portfolio JACKSON, WY 2,4812.5k $68.3k $68.3k 0.03% Reduced -404 -404
51 Whipplewood Advisors, LLC 0.04% of their portfolio LITTLETON, CO 1,9401.9k $53.4k $53.4k 0.04% Reduced -253 -253
52 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 1,7051.7k $47.0k $47.0k 0.00% Reduced -675 -675
53 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,6771.7k $46.2k $46.2k 0.00% Unchanged
54 Signature Equity Partners, LLC 0.02% of their portfolio COLUMBUS, OH 1,5651.6k $43.1k $43.1k 0.02% Unchanged
55 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 910910 $25.1k $25.1k 0.00% Unchanged
56 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 791791 $21.8k $21.8k 0.00% Unchanged
57 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 634634 $17.0k $17.0k 0.00% Unchanged
58 Buck Wealth Strategies, LLC 0.00% of their portfolio DENVER, CO 400400 $11.0k $11.0k 0.00% New
59 GHP Investment Advisors, Inc. 0.00% of their portfolio Denver, CO 342342 $9.4k $9.4k 0.00% Unchanged
60 Strive Financial Group ,LLC 0.00% of their portfolio CARMEL, IN 113113 $3.1k $3.1k 0.00% Unchanged
61 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 55 $137 $137 0.00% Unchanged