Vault-13

FIRST TR EXCHNG TRADED FD VI QSPT

FT VEST NAS · ETP · CUSIP 33740U836

74 institutional holders -6 vs Q1 2025
2,769,4202.8m shares reported held*
$81.9mreported value*
3 new 20 added 29 reduced 8 sold out net sold ≈ $29.9m (-1.0m 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 ≈ $29.58.

Trends to Q2 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: 80Q2 25: 7474Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 202574

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q3 23: 29 bought or addedQ3 23: 19 cut or sold outQ4 23: 50 bought or addedQ4 23: 14 cut or sold outQ4 23Q1 24: 27 bought or addedQ1 24: 35 cut or sold outQ2 24: 12 bought or addedQ2 24: 42 cut or sold outQ2 24Q3 24: 31 bought or addedQ3 24: 25 cut or sold outQ4 24: 32 bought or addedQ4 24: 23 cut or sold outQ4 24Q1 25: 29 bought or addedQ1 25: 33 cut or sold outQ2 25: 23 bought or addedQ2 25: 37 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20232919
Q4 20235014
Q1 20242735
Q2 20241242
Q3 20243125
Q4 20243223
Q1 20252933
Q2 20252337

Biggest buyers

COMMONWEALTH EQUITY SERVICES, LLC Added +57,400+57.4k
Rockefeller Capital Management L.P. Added +21,100+21.1k
JANE STREET GROUP, LLC New +19,348+19.3k
LPL Financial LLC Added +18,581+18.6k
CITADEL ADVISORS LLC Added +14,539+14.5k
WOLVERINE TRADING, LLC New +11,440+11.4k
MML INVESTORS SERVICES, LLC Added +8,650+8.7k
Grantvest Financial Group LLC New +7,633+7.6k
IFP Advisors, Inc Added +6,968+7.0k
ENVESTNET ASSET MANAGEMENT INC Added +4,331+4.3k

Biggest sellers

Harvest Investment Services, LLC Reduced -410,918-410.9k
Ferguson Shapiro LLC Sold out -264,286-264.3k
Global Assets Advisory, LLC Reduced -183,018-183.0k
OSAIC HOLDINGS, INC. Reduced -130,832-130.8k
Cambridge Investment Research Advisors, Inc. Reduced -42,885-42.9k
RAYMOND JAMES FINANCIAL INC Reduced -18,209-18.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -17,198-17.2k
WINNACLE WEALTH LLC Sold out -14,789-14.8k
OLD MISSION CAPITAL LLC Reduced -13,889-13.9k
Cetera Investment Advisers Reduced -12,893-12.9k

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

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 360,514360.5k $10.7m $10.7m 0.01% Added +57.4k +57,400
2 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 229,383229.4k $6.8m $6.8m 0.01% Reduced -12.9k -12,893
3 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 205,093205.1k $6.1m $6.1m 0.01% Reduced -130.8k -130,832
4 STEPHENS INC /AR/ 0.04% of their portfolio LITTLE ROCK, AR 102,305102.3k $3.0m $3.0m 0.04% Added +807 +807
5 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 99,79499.8k $3.0m $3.0m 0.00% Reduced -18.2k -18,209
6 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 99,23899.2k $2.9m $2.9m 0.00% Added +18.6k +18,581
7 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 97,95698.0k $2.9m $2.9m 0.00% Added +4.3k +4,331
8 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 91,70791.7k $2.7m $2.7m 0.01% Reduced -42.9k -42,885
9 Keystone Wealth Services, LLC 0.64% of their portfolio PALM DESERT, CA 89,59389.6k $2.7m $2.7m 0.64% Reduced -52 -52
10 Global Assets Advisory, LLC 1.01% of their portfolio ORLANDO, FL 89,36089.4k $2.6m $2.6m 1.01% Reduced -183.0k -183,018
11 Ignite Planners, LLC 0.42% of their portfolio SAN CLEMENTE, CA 80,32780.3k $2.4m $2.4m 0.42% Unchanged
12 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 74,98675.0k $2.2m $2.2m 0.01% Reduced -4.9k -4,923
13 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 69,25769.3k $2.0m $2.0m 0.01% Added +8.7k +8,650
14 SMART Wealth LLC 0.60% of their portfolio Omaha, NE 64,66264.7k $1.9m $1.9m 0.60% Reduced -2.0k -2,017
15 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 54,70054.7k $1.6m $1.6m 0.00% Unchanged
16 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 53,10553.1k $1.6m $1.6m 0.01% Added +2.2k +2,157
17 Prospera Financial Services Inc 0.03% of their portfolio Dallas, TX 52,73952.7k $1.6m $1.6m 0.03% Added +3.0k +2,960
18 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 48,72848.7k $1.4m $1.4m 0.00% Added +14.5k +14,539
19 Ameritas Advisory Services, LLC 0.07% of their portfolio Lincoln, NE 46,58746.6k $1.4m $1.4m 0.07% Reduced -8.4k -8,412
20 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 42,20042.2k $1.2m $1.2m 0.00% Added +21.1k +21,100
21 Synergy Asset Management, LLC 0.13% of their portfolio VANCOUVER, WA 37,01337.0k $1.1m $1.1m 0.13% Reduced -585 -585
22 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 35,10935.1k $1.0m $1.0m 0.01% Reduced -326 -326
23 Clear Creek Financial Management, LLC 0.09% of their portfolio SILVERDALE, WA 33,36533.4k $987.0k $987.0k 0.09% Reduced -130 -130
24 THOROUGHBRED FINANCIAL SERVICES, LLC 0.07% of their portfolio BRENTWOOD, TN 33,12433.1k $979.0k $979.0k 0.07% Reduced -3.8k -3,826
25 Advisory Services Network, LLC 0.02% of their portfolio ATLANTA, GA 32,55932.6k $980.7k $980.7k 0.02% Added +1.7k +1,653
26 Faithward Advisors, LLC 0.14% of their portfolio LANCASTER, PA 30,26630.3k $895.3k $895.3k 0.14% Reduced -166 -166
27 FWG Investments, LLC. 0.67% of their portfolio LEXINGTON, KY 29,85429.9k $883.1k $883.1k 0.67% Reduced -1.7k -1,679
28 Mariner, LLC 0.00% of their portfolio Overland Park, KS 27,49827.5k $813.4k $813.4k 0.00% Added +290 +290
29 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 23,56123.6k $696.9k $696.9k 0.00% Reduced -7.4k -7,404
30 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 23,37823.4k $691.5k $691.5k 0.00% Reduced -17.2k -17,198
31 1776 Wealth LLC 0.28% of their portfolio ATLANTA, GA 22,83522.8k $675.5k $675.5k 0.28% Unchanged
32 Harvest Investment Services, LLC 0.14% of their portfolio Oakbrook Terrace, IL 21,00721.0k $621.4k $621.4k 0.14% Reduced -410.9k -410,918
33 Sloy Dahl & Holst, LLC 0.08% of their portfolio Vancouver, WA 20,25020.2k $599.0k $599.0k 0.08% Added +180 +180
34 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 19,92319.9k $589.3k $589.3k 0.02% Added +7.0k +6,968
35 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 19,34819.3k $572.3k $572.3k 0.00% New
36 CENTAURUS FINANCIAL, INC. 0.03% of their portfolio ANAHEIM, CA 19,11819.1k $566.0k $566.0k 0.03% Unchanged
37 Sunbelt Securities, Inc. 0.04% of their portfolio HOUSTON, TX 18,40518.4k $508.8k $508.8k 0.04% Added +565 +565
38 HICKORY ASSET MANAGEMENT, INC. 0.44% of their portfolio Concord, OH 18,10018.1k $535.4k $535.4k 0.44% Unchanged
39 Coppell Advisory Solutions LLC 0.04% of their portfolio COPPELL, TX 16,88816.9k $497.5k $497.5k 0.04% Added +1.1k +1,100
40 NOVEM GROUP 0.06% of their portfolio Rochester, NY 16,41016.4k $485.4k $485.4k 0.06% Added +1.3k +1,300
41 Octavia Wealth Advisors, LLC 0.05% of their portfolio CINCINNATI, OH 16,25116.3k $480.7k $480.7k 0.05% Unchanged
42 LEGACY SOLUTIONS, LLC 0.44% of their portfolio KENNETT SQUARE, PA 15,64315.6k $462.7k $462.7k 0.44% Reduced -600 -600
43 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 12,46712.5k $368.8k $368.8k 0.01% Reduced -13.9k -13,889
44 Valtinson Bruner Financial Planning LLC 0.11% of their portfolio NEW BRIGHTON, MN 12,36312.4k $365.7k $365.7k 0.11% Unchanged
45 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 12,17412.2k $367.1k $367.1k 0.01% Reduced -1.6k -1,599
46 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 11,75411.8k $347.7k $347.7k 0.00% Reduced -85 -85
47 WOLVERINE TRADING, LLC 0.01% of their portfolio CHICAGO, IL 11,44011.4k $337.0k $337.0k 0.01% New
48 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 11,22511.2k $332.0k $332.0k 0.00% Unchanged
49 ORG Partners LLC 0.07% of their portfolio ROANOKE, IN 10,96111.0k $322.9k $322.9k 0.07% Unchanged
50 Consolidated Portfolio Review Corp 0.04% of their portfolio WOODBURY, NY 10,77610.8k $318.8k $318.8k 0.04% Unchanged
51 BRASS TAX WEALTH MANAGEMENT, INC 0.05% of their portfolio CINCINNATI, OH 9,1849.2k $271.7k $271.7k 0.05% Reduced -228 -228
52 UPTICK PARTNERS, LLC 0.07% of their portfolio NACOGDOCHES, TX 8,1818.2k $242.0k $242.0k 0.07% Unchanged
53 Grantvest Financial Group LLC 0.17% of their portfolio MATAWAN, NJ 7,6337.6k $225.8k $225.8k 0.17% New
54 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 7,4637.5k $220.8k $220.8k 0.00% Reduced -2.9k -2,861
55 DHJJ Financial Advisors, Ltd. 0.08% of their portfolio NAPERVILLE, IL 7,2637.3k $214.8k $214.8k 0.08% Reduced -493 -493
56 Luken Investment Analytics, LLC 0.09% of their portfolio BRENTWOOD, TN 6,8356.8k $202.2k $202.2k 0.09% Added +733 +733
57 Capital Analysts, LLC 0.01% of their portfolio FORT WASHINGTON, PA 6,4766.5k $192.0k $192.0k 0.01% Reduced -664 -664
58 UBS Group AG 0.00% of their portfolio ZURICH, V8 6,3306.3k $187.2k $187.2k 0.00% Added +1.3k +1,303
59 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 4,7354.7k $140.1k $140.1k 0.00% Reduced -100 -100
60 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.02% of their portfolio BLUE BELL, PA 4,7004.7k $139.0k $139.0k 0.02% Unchanged
61 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 3,9754.0k $117.6k $117.6k 0.00% Unchanged
62 Topsail Wealth Management, LLC 0.02% of their portfolio CHARLOTTE, NC 3,9754.0k $117.6k $117.6k 0.02% Unchanged
63 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 3,7163.7k $109.9k $109.9k 0.00% Reduced -478 -478
64 ALBION FINANCIAL GROUP /UT 0.01% of their portfolio SALT LAKE CITY, UT 3,2003.2k $94.7k $94.7k 0.01% Unchanged
65 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 2,8862.9k $86.0k $86.0k 0.00% Added +1.4k +1,443
66 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 2,8482.8k $84.2k $84.2k 0.00% Added +1.1k +1,127
67 Integrity Financial Corp /WA 0.02% of their portfolio JACKSON, WY 1,2651.3k $37.4k $37.4k 0.02% Unchanged
68 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 850850 $25.0k $25.0k 0.00% Unchanged
69 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 726726 $21.5k $21.5k 0.00% Reduced -5 -5
70 Quest 10 Wealth Builders, Inc. 0.01% of their portfolio Fuquay-Varina, VA 500500 $14.8k $14.8k 0.01% Unchanged
71 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 485485 $14.3k $14.3k 0.00% Unchanged
72 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 452452 $13.4k $13.4k 0.00% Unchanged
73 CWM, LLC 0.00% of their portfolio OMAHA, NE 443443 $13.0k $13.0k 0.00% Unchanged
74 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged