Vault-13

FIRST TR EXCHNG TRADED FD VI QSPT

FT VEST NAS · ETP · CUSIP 33740U836

80 institutional holders +2 vs Q4 2024
3,797,3183.8m shares reported held*
$100.5mreported value*
9 new 20 added 27 reduced 6 sold out net bought ≈ $16.3m (+613.5k 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 ≈ $26.46.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 32Q4 22: 40Q1 23: 42Q2 23: 42Q3 23: 50Q4 23: 67Q1 24: 65Q2 24: 60Q3 24: 62Q4 24: 78Q1 25: 8080Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202232
Q4 202240
Q1 202342
Q2 202342
Q3 202350
Q4 202367
Q1 202465
Q2 202460
Q3 202462
Q4 202478
Q1 202580

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q2 23: 14 bought or addedQ2 23: 25 cut or sold outQ3 23: 29 bought or addedQ3 23: 19 cut or sold outQ3 23Q4 23: 50 bought or addedQ4 23: 14 cut or sold outQ1 24: 27 bought or addedQ1 24: 35 cut or sold outQ1 24Q2 24: 12 bought or addedQ2 24: 42 cut or sold outQ3 24: 31 bought or addedQ3 24: 25 cut or sold outQ3 24Q4 24: 32 bought or addedQ4 24: 23 cut or sold outQ1 25: 29 bought or addedQ1 25: 33 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20231425
Q3 20232919
Q4 20235014
Q1 20242735
Q2 20241242
Q3 20243125
Q4 20243223
Q1 20252933

Biggest buyers

Harvest Investment Services, LLC Added +414,460+414.5k
Ferguson Shapiro LLC New +264,286+264.3k
Global Assets Advisory, LLC Added +191,423+191.4k
Ignite Planners, LLC Added +45,476+45.5k
Synergy Asset Management, LLC New +37,598+37.6k
MML INVESTORS SERVICES, LLC Added +29,319+29.3k
OSAIC HOLDINGS, INC. Added +25,108+25.1k
CITADEL ADVISORS LLC Added +24,212+24.2k
LPL Financial LLC Added +23,299+23.3k
Advisory Services Network, LLC Added +18,966+19.0k

Biggest sellers

RAYMOND JAMES FINANCIAL INC Reduced -431,744-431.7k
JANE STREET GROUP, LLC Sold out -29,809-29.8k
Valtinson Bruner Financial Planning LLC Reduced -26,710-26.7k
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Reduced -13,465-13.5k
Envestnet Portfolio Solutions, Inc. Sold out -12,247-12.2k
Atria Wealth Solutions, Inc. Sold out -10,872-10.9k
Mariner, LLC Reduced -10,800-10.8k
AVANTAX ADVISORY SERVICES, INC. Reduced -9,662-9.7k
Aurora Private Wealth, Inc. Sold out -8,941-8.9k
Grantvest Financial Group LLC Sold out -7,536-7.5k

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 -1.1 pts · filed 2026-10-22 59.1% -1.1 pts 11.5m≈ $401.3m 2026-10-22

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Harvest Investment Services, LLC 3.19% of their portfolio Oakbrook Terrace, IL 431,925431.9k $11.4m $11.4m 3.19% Added +414.5k +414,460
2 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 335,925335.9k $8.9m $8.9m 0.02% Added +25.1k +25,108
3 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 303,114303.1k $8.0m $8.0m 0.01% Reduced -4.5k -4,492
4 Global Assets Advisory, LLC 1.31% of their portfolio ORLANDO, FL 272,378272.4k $7.0m $7.0m 1.31% Added +191.4k +191,423
5 Ferguson Shapiro LLC 2.61% of their portfolio DECATUR, GA 264,286264.3k $7.0m $7.0m 2.61% New
6 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 242,276242.3k $6.4m $6.4m 0.01% Added +10.7k +10,655
7 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 134,592134.6k $3.6m $3.6m 0.01% Added +3.1k +3,096
8 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 118,003118.0k $3.1m $3.1m 0.00% Reduced -431.7k -431,744
9 STEPHENS INC /AR/ 0.04% of their portfolio LITTLE ROCK, AR 101,498101.5k $2.7m $2.7m 0.04% Reduced -647 -647
10 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 93,62593.6k $2.5m $2.5m 0.00% Added +13.3k +13,340
11 Keystone Wealth Services, LLC 0.64% of their portfolio PALM DESERT, CA 89,64589.6k $2.4m $2.4m 0.64% Reduced -1.0k -1,048
12 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 80,65780.7k $2.1m $2.1m 0.00% Added +23.3k +23,299
13 Ignite Planners, LLC 0.42% of their portfolio SAN CLEMENTE, CA 80,32780.3k $2.2m $2.2m 0.42% Added +45.5k +45,476
14 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 79,90979.9k $2.1m $2.1m 0.01% Reduced -858 -858
15 SMART Wealth LLC 0.63% of their portfolio Omaha, NE 66,67966.7k $1.8m $1.8m 0.63% Reduced -29 -29
16 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 60,60760.6k $1.6m $1.6m 0.01% Added +29.3k +29,319
17 Ameritas Advisory Services, LLC 0.06% of their portfolio Lincoln, NE 54,99955.0k $1.5m $1.5m 0.06% Added +13.7k +13,736
18 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 54,70054.7k $1.4m $1.4m 0.00% Reduced -4.3k -4,300
19 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 50,94850.9k $1.4m $1.4m 0.01% Added +150 +150
20 Prospera Financial Services Inc 0.03% of their portfolio Dallas, TX 49,77949.8k $1.3m $1.3m 0.03% Reduced -90 -90
21 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 40,57640.6k $1.1m $1.1m 0.00% Added +16.3k +16,276
22 Synergy Asset Management, LLC 0.13% of their portfolio VANCOUVER, WA 37,59837.6k $996.6k $996.6k 0.13% New
23 THOROUGHBRED FINANCIAL SERVICES, LLC 0.06% of their portfolio BRENTWOOD, TN 36,95037.0k $979.0k $979.0k 0.06% Unchanged
24 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 35,43535.4k $939.2k $939.2k 0.01% Added +101 +101
25 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 34,18934.2k $906.2k $906.2k 0.00% Added +24.2k +24,212
26 Clear Creek Financial Management, LLC 0.09% of their portfolio SILVERDALE, WA 33,49533.5k $887.8k $887.8k 0.09% Reduced -405 -405
27 FWG Investments, LLC. 0.98% of their portfolio LEXINGTON, KY 31,53331.5k $835.8k $835.8k 0.98% Added +1.9k +1,923
28 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 30,96531.0k $820.7k $820.7k 0.00% Added +6.8k +6,775
29 Advisory Services Network, LLC 0.02% of their portfolio ATLANTA, GA 30,90630.9k $819.2k $819.2k 0.02% Added +19.0k +18,966
30 Faithward Advisors, LLC 0.14% of their portfolio LANCASTER, PA 30,43230.4k $806.6k $806.6k 0.14% Unchanged
31 Mariner, LLC 0.00% of their portfolio Overland Park, KS 27,20827.2k $721.2k $721.2k 0.00% Reduced -10.8k -10,800
32 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 26,35626.4k $698.6k $698.6k 0.01% Added +10.6k +10,564
33 1776 Wealth LLC 0.28% of their portfolio ATLANTA, GA 22,83522.8k $605.3k $605.3k 0.28% Unchanged
34 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 21,10021.1k $559.3k $559.3k 0.00% Unchanged
35 Sloy Dahl & Holst, LLC 0.09% of their portfolio Vancouver, WA 20,07020.1k $532.0k $532.0k 0.09% Unchanged
36 CENTAURUS FINANCIAL, INC. 0.03% of their portfolio ANAHEIM, CA 19,11819.1k $507.0k $507.0k 0.03% Unchanged
37 HICKORY ASSET MANAGEMENT, INC. 0.43% of their portfolio Concord, OH 18,10018.1k $479.8k $479.8k 0.43% Unchanged
38 Sunbelt Securities, Inc. 0.04% of their portfolio HOUSTON, TX 17,84017.8k $472.9k $472.9k 0.04% Reduced -565 -565
39 Octavia Wealth Advisors, LLC 0.05% of their portfolio CINCINNATI, OH 16,25116.3k $430.7k $430.7k 0.05% Unchanged
40 LEGACY SOLUTIONS, LLC 0.47% of their portfolio KENNETT SQUARE, PA 16,24316.2k $430.5k $430.5k 0.47% Unchanged
41 Coppell Advisory Solutions LLC 0.06% of their portfolio COPPELL, TX 15,78815.8k $421.5k $421.5k 0.06% New
42 Noble Wealth Management PBC 0.28% of their portfolio GREENWOOD VILLAGE, CO 15,53515.5k $411.8k $411.8k 0.28% Reduced -600 -600
43 NOVEM GROUP 0.06% of their portfolio Rochester, NY 15,11015.1k $400.5k $400.5k 0.06% Unchanged
44 WINNACLE WEALTH LLC 0.36% of their portfolio WACO, TX 14,78914.8k $392.0k $392.0k 0.36% Reduced -968 -968
45 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 13,77313.8k $366.5k $366.5k 0.01% Unchanged
46 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 12,95513.0k $343.4k $343.4k 0.01% Reduced -350 -350
47 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 12,44112.4k $330.0k $330.0k 0.00% Reduced -1.3k -1,346
48 Valtinson Bruner Financial Planning LLC 0.11% of their portfolio NEW BRIGHTON, MN 12,36312.4k $327.7k $327.7k 0.11% Reduced -26.7k -26,710
49 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 11,83911.8k $313.8k $313.8k 0.00% Unchanged
50 SILVER OAK SECURITIES, INCORPORATED 0.03% of their portfolio JACKSON, TN 11,58811.6k $307.0k $307.0k 0.03% Reduced -330 -330
51 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 11,22511.2k $297.5k $297.5k 0.00% Unchanged
52 ORG Partners LLC 0.07% of their portfolio ROANOKE, IN 10,96111.0k $291.9k $291.9k 0.07% New
53 Consolidated Portfolio Review Corp 0.05% of their portfolio WOODBURY, NY 10,77610.8k $285.6k $285.6k 0.05% Unchanged
54 StoneX Group Inc. 0.02% of their portfolio NEW YORK, NY 10,77110.8k $285.5k $285.5k 0.02% Reduced -1.6k -1,646
55 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 10,32410.3k $273.6k $273.6k 0.00% Reduced -9.7k -9,662
56 BRASS TAX WEALTH MANAGEMENT, INC 0.05% of their portfolio CINCINNATI, OH 9,4129.4k $249.5k $249.5k 0.05% Reduced -30 -30
57 UPTICK PARTNERS, LLC 0.07% of their portfolio NACOGDOCHES, TX 8,1818.2k $216.8k $216.8k 0.07% Unchanged
58 NWF Advisory Services Inc. 0.03% of their portfolio Los Angeles, CA 7,8007.8k $206.7k $206.7k 0.03% New
59 DHJJ Financial Advisors, Ltd. 0.08% of their portfolio NAPERVILLE, IL 7,7567.8k $205.6k $205.6k 0.08% Reduced -586 -586
60 First Heartland Consultants, Inc. 0.02% of their portfolio LAKE ST. LOUIS, MO 7,5587.6k $200.3k $200.3k 0.02% Reduced -38 -38
61 Capital Analysts, LLC 0.01% of their portfolio FORT WASHINGTON, PA 7,1407.1k $189.0k $189.0k 0.01% Added +45 +45
62 Luken Investment Analytics, LLC 0.08% of their portfolio BRENTWOOD, TN 6,1026.1k $161.7k $161.7k 0.08% New
63 UBS Group AG 0.00% of their portfolio ZURICH, V8 5,0275.0k $133.2k $133.2k 0.00% New
64 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 4,8354.8k $128.2k $128.2k 0.00% Reduced -2.0k -2,043
65 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.02% of their portfolio BLUE BELL, PA 4,7004.7k $124.6k $124.6k 0.02% Unchanged
66 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 4,1944.2k $111.2k $111.2k 0.00% Reduced -80 -80
67 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 3,9754.0k $105.4k $105.4k 0.00% Unchanged
68 Topsail Wealth Management, LLC 0.02% of their portfolio CHARLOTTE, NC 3,9754.0k $105.4k $105.4k 0.02% Unchanged
69 ALBION FINANCIAL GROUP /UT 0.01% of their portfolio SALT LAKE CITY, UT 3,2003.2k $84.8k $84.8k 0.01% Unchanged
70 Stonebridge Financial Group, LLC 0.01% of their portfolio Wormleysburg, PA 2,2632.3k $60.0k $60.0k 0.01% Added +423 +423
71 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,7211.7k $45.6k $45.6k 0.00% New
72 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,4431.4k $38.0k $38.0k 0.00% Unchanged
73 Integrity Financial Corp /WA 0.02% of their portfolio JACKSON, WY 1,2651.3k $33.5k $33.5k 0.02% Unchanged
74 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 850850 $22.0k $22.0k 0.00% New
75 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 731731 $19.4k $19.4k 0.00% Reduced -1 -1
76 Quest 10 Wealth Builders, Inc. 0.01% of their portfolio Fuquay-Varina, VA 500500 $13.3k $13.3k 0.01% Unchanged
77 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 485485 $12.9k $12.9k 0.00% Reduced -247 -247
78 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 452452 $12.0k $12.0k 0.00% Unchanged
79 CWM, LLC 0.00% of their portfolio OMAHA, NE 443443 $12.0k $12.0k 0.00% Unchanged
80 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Reduced -13.5k -13,465