Vault-13

FIRST TR EXCHNG TRADED FD VI QSPT

FT VEST NAS · ETP · CUSIP 33740U836

79 institutional holders +5 vs Q2 2025
3,490,9113.5m shares reported held*
$108.2mreported value*
13 new 29 added 19 reduced 6 sold out net bought ≈ $22.8m (+734.6k 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 ≈ $30.98.

Trends to Q3 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: 74Q3 25: 7979Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 202579

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q4 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 25Q2 25: 23 bought or addedQ2 25: 37 cut or sold outQ3 25: 42 bought or addedQ3 25: 25 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20235014
Q1 20242735
Q2 20241242
Q3 20243125
Q4 20243223
Q1 20252933
Q2 20252337
Q3 20254225

Biggest buyers

Outlook Wealth Advisors, LLC New +382,120+382.1k
COMMONWEALTH EQUITY SERVICES, LLC Added +153,280+153.3k
Synergy Asset Management, LLC Added +75,133+75.1k
RED CRANE WEALTH MANAGEMENT, LLC New +74,677+74.7k
OSAIC HOLDINGS, INC. Added +48,158+48.2k
Cetera Investment Advisers Added +35,320+35.3k
JANE STREET GROUP, LLC Added +27,297+27.3k
ENVESTNET ASSET MANAGEMENT INC Added +19,593+19.6k
Center for Financial Planning, Inc. New +18,950+18.9k
PARK AVENUE SECURITIES LLC New +14,869+14.9k

Biggest sellers

CITADEL ADVISORS LLC Sold out -48,728-48.7k
Ignite Planners, LLC Reduced -36,136-36.1k
Advisory Services Network, LLC Sold out -32,559-32.6k
Global Assets Advisory, LLC Reduced -28,257-28.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -23,378-23.4k
Rockefeller Capital Management L.P. Reduced -21,100-21.1k
Ameritas Advisory Services, LLC Reduced -17,862-17.9k
WOLVERINE TRADING, LLC Sold out -11,440-11.4k
MML INVESTORS SERVICES, LLC Reduced -10,606-10.6k
Luken Investment Analytics, LLC Sold out -6,835-6.8k

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, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 513,794513.8k $16.0m $16.0m 0.02% Added +153.3k +153,280
2 Outlook Wealth Advisors, LLC 2.96% of their portfolio SHENANDOAH, TX 382,120382.1k $11.9m $11.9m 2.96% New
3 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 264,703264.7k $8.2m $8.2m 0.01% Added +35.3k +35,320
4 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 253,251253.3k $7.8m $7.8m 0.01% Added +48.2k +48,158
5 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 117,549117.5k $3.6m $3.6m 0.00% Added +19.6k +19,593
6 Synergy Asset Management, LLC 0.12% of their portfolio VANCOUVER, WA 112,146112.1k $3.4m $3.4m 0.12% Added +75.1k +75,133
7 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 110,978111.0k $3.4m $3.4m 0.00% Added +11.7k +11,740
8 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 101,823101.8k $3.2m $3.2m 0.00% Added +2.0k +2,029
9 STEPHENS INC /AR/ 0.04% of their portfolio LITTLE ROCK, AR 98,80498.8k $3.1m $3.1m 0.04% Reduced -3.5k -3,501
10 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 98,42998.4k $3.1m $3.1m 0.01% Added +6.7k +6,722
11 Keystone Wealth Services, LLC 0.58% of their portfolio PALM DESERT, CA 86,19386.2k $2.7m $2.7m 0.58% Reduced -3.4k -3,400
12 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 76,93276.9k $2.4m $2.4m 0.01% Added +1.9k +1,946
13 RED CRANE WEALTH MANAGEMENT, LLC 1.96% of their portfolio SAN FRANCISCO, CA 74,67774.7k $2.3m $2.3m 1.96% New
14 Global Assets Advisory, LLC 0.56% of their portfolio ORLANDO, FL 61,10361.1k $1.9m $1.9m 0.56% Reduced -28.3k -28,257
15 SMART Wealth LLC 0.71% of their portfolio Omaha, NE 60,64860.6k $1.9m $1.9m 0.71% Reduced -4.0k -4,014
16 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 58,65158.7k $1.8m $1.8m 0.00% Reduced -10.6k -10,606
17 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 57,95058.0k $1.8m $1.8m 0.00% Added +3.2k +3,250
18 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 53,85553.9k $1.7m $1.7m 0.01% Added +750 +750
19 Prospera Financial Services Inc 0.03% of their portfolio Dallas, TX 52,73952.7k $1.6m $1.6m 0.03% Unchanged
20 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 46,64546.6k $1.4m $1.4m 0.00% Added +27.3k +27,297
21 Ignite Planners, LLC 0.22% of their portfolio SAN CLEMENTE, CA 44,19144.2k $1.4m $1.4m 0.22% Reduced -36.1k -36,136
22 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 35,05035.0k $1.1m $1.1m 0.01% Reduced -59 -59
23 THOROUGHBRED FINANCIAL SERVICES, LLC 0.06% of their portfolio BRENTWOOD, TN 33,12433.1k $1.0m $1.0m 0.06% Unchanged
24 Clear Creek Financial Management, LLC 0.09% of their portfolio SILVERDALE, WA 32,79032.8k $1.0m $1.0m 0.09% Reduced -575 -575
25 Faithward Advisors, LLC 0.14% of their portfolio LANCASTER, PA 30,67830.7k $952.6k $952.6k 0.14% Added +412 +412
26 FWG Investments, LLC. 0.64% of their portfolio LEXINGTON, KY 30,03330.0k $932.5k $932.5k 0.64% Added +179 +179
27 Ameritas Advisory Services, LLC 0.06% of their portfolio Lincoln, NE 28,72528.7k $891.9k $891.9k 0.06% Reduced -17.9k -17,862
28 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 27,70827.7k $860.3k $860.3k 0.00% Added +4.1k +4,147
29 Mariner, LLC 0.00% of their portfolio Overland Park, KS 27,42327.4k $851.5k $851.5k 0.00% Reduced -75 -75
30 ORG Partners LLC 0.15% of their portfolio ROANOKE, IN 25,51825.5k $798.5k $798.5k 0.15% Added +14.6k +14,557
31 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 22,45022.4k $646.1k $646.1k 0.00% Added +11.2k +11,225
32 1776 Wealth LLC 0.26% of their portfolio ATLANTA, GA 21,60721.6k $670.9k $670.9k 0.26% Reduced -1.2k -1,228
33 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 21,10021.1k $655.2k $655.2k 0.00% Reduced -21.1k -21,100
34 Sloy Dahl & Holst, LLC 0.07% of their portfolio Vancouver, WA 20,25020.2k $628.8k $628.8k 0.07% Unchanged
35 Harvest Investment Services, LLC 0.12% of their portfolio Oakbrook Terrace, IL 19,90219.9k $618.0k $618.0k 0.12% Reduced -1.1k -1,105
36 CENTAURUS FINANCIAL, INC. 0.03% of their portfolio ANAHEIM, CA 19,11819.1k $594.0k $594.0k 0.03% Unchanged
37 Center for Financial Planning, Inc. 0.06% of their portfolio SOUTHFIED, MI 18,95018.9k $588.4k $588.4k 0.06% New
38 Sunbelt Securities, Inc. 0.04% of their portfolio HOUSTON, TX 18,10518.1k $562.2k $562.2k 0.04% Reduced -300 -300
39 Coppell Advisory Solutions LLC 0.06% of their portfolio COPPELL, TX 17,36617.4k $538.0k $538.0k 0.06% Added +478 +478
40 NOVEM GROUP 0.06% of their portfolio Rochester, NY 16,64816.6k $516.9k $516.9k 0.06% Added +238 +238
41 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 16,33616.3k $507.2k $507.2k 0.02% Added +3.9k +3,869
42 Octavia Wealth Advisors, LLC 0.05% of their portfolio CINCINNATI, OH 16,25116.3k $504.6k $504.6k 0.05% Unchanged
43 LEGACY SOLUTIONS, LLC 0.44% of their portfolio KENNETT SQUARE, PA 15,64315.6k $485.7k $485.7k 0.44% Unchanged
44 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 14,86914.9k $462.0k $462.0k 0.00% New
45 WINNACLE WEALTH LLC 0.36% of their portfolio WACO, TX 14,21614.2k $454.9k $454.9k 0.36% New
46 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 13,49913.5k $419.1k $419.1k 0.01% Reduced -6.4k -6,424
47 Noble Wealth Management PBC 0.21% of their portfolio GREENWOOD VILLAGE, CO 12,49812.5k $388.1k $388.1k 0.21% First filing
48 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 12,48612.5k $391.4k $391.4k 0.01% Added +312 +312
49 Valtinson Bruner Financial Planning LLC 0.11% of their portfolio NEW BRIGHTON, MN 12,36312.4k $383.9k $383.9k 0.11% Unchanged
50 SILVER OAK SECURITIES, INCORPORATED 0.03% of their portfolio JACKSON, TN 12,32312.3k $382.6k $382.6k 0.03% New
51 Grantvest Financial Group LLC 0.23% of their portfolio MATAWAN, NJ 10,87810.9k $337.8k $337.8k 0.23% Added +3.2k +3,245
52 Consolidated Portfolio Review Corp 0.04% of their portfolio WOODBURY, NY 10,77610.8k $334.6k $334.6k 0.04% Unchanged
53 First Heartland Consultants, Inc. 0.03% of their portfolio LAKE ST. LOUIS, MO 10,28710.3k $319.4k $319.4k 0.03% New
54 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 9,4919.5k $294.7k $294.7k 0.00% Reduced -2.3k -2,263
55 UPTICK PARTNERS, LLC 0.08% of their portfolio NACOGDOCHES, TX 9,3319.3k $289.7k $289.7k 0.08% Added +1.1k +1,150
56 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 9,2389.2k $286.8k $286.8k 0.00% Added +6.4k +6,390
57 BRASS TAX WEALTH MANAGEMENT, INC 0.05% of their portfolio CINCINNATI, OH 9,1849.2k $285.2k $285.2k 0.05% Unchanged
58 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 8,8348.8k $274.3k $274.3k 0.00% New
59 DHJJ Financial Advisors, Ltd. 0.09% of their portfolio NAPERVILLE, IL 8,1358.1k $252.6k $252.6k 0.09% Added +872 +872
60 HOLLENCREST CAPITAL MANAGEMENT 0.01% of their portfolio NEWPORT BEACH, CA 8,0518.1k $250.0k $250.0k 0.01% New
61 Capital Analysts, LLC 0.01% of their portfolio FORT WASHINGTON, PA 6,8806.9k $214.0k $214.0k 0.01% Added +404 +404
62 Mayfair Advisory Group, LLC 0.09% of their portfolio BIRMINGHAM, AL 6,5996.6k $204.9k $204.9k 0.09% New
63 NWF Advisory Services Inc. 0.02% of their portfolio Los Angeles, CA 6,5256.5k $202.6k $202.6k 0.02% New
64 Larson Financial Group LLC 0.01% of their portfolio ST LOUIS, MO 6,1306.1k $190.3k $190.3k 0.01% Added +5.7k +5,678
65 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 5,2605.3k $163.3k $163.3k 0.00% Added +525 +525
66 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.02% of their portfolio BLUE BELL, PA 4,6464.6k $144.3k $144.3k 0.02% Reduced -54 -54
67 Topsail Wealth Management, LLC 0.02% of their portfolio CHARLOTTE, NC 3,9754.0k $123.4k $123.4k 0.02% Unchanged
68 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 3,9443.9k $122.5k $122.5k 0.00% Added +3.2k +3,218
69 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 3,7163.7k $115.4k $115.4k 0.00% Unchanged
70 ALBION FINANCIAL GROUP /UT 0.01% of their portfolio SALT LAKE CITY, UT 3,2003.2k $99.4k $99.4k 0.01% Unchanged
71 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 2,5852.6k $80.3k $80.3k 0.00% Reduced -1.4k -1,390
72 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 2,3532.4k $73.0k $73.0k 0.00% Reduced -533 -533
73 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 1,9401.9k $60.2k $60.2k 0.00% New
74 Integrity Financial Corp /WA 0.02% of their portfolio JACKSON, WY 1,2651.3k $39.3k $39.3k 0.02% Unchanged
75 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 1,2001.2k $37.3k $37.3k 0.00% New
76 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 850850 $26.4k $26.4k 0.00% Unchanged
77 Quest 10 Wealth Builders, Inc. 0.01% of their portfolio Fuquay-Varina, VA 500500 $15.5k $15.5k 0.01% Unchanged
78 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 485485 $15.1k $15.1k 0.00% Unchanged
79 CWM, LLC 0.00% of their portfolio OMAHA, NE 443443 $14.0k $14.0k 0.00% Unchanged