Vault-13

FIRST TR EXCHNG TRADED FD VI QSPT

FT VEST NAS · ETP · CUSIP 33740U836

94 institutional holders +15 vs Q3 2025
3,952,1074.0m shares reported held*
$125.2mreported value*
18 new 29 added 25 reduced 6 sold out net bought ≈ $14.4m (+455.7k 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 ≈ $31.68.

Trends to Q4 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: 79Q4 25: 9494Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 202594

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q1 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 25Q3 25: 42 bought or addedQ3 25: 25 cut or sold outQ4 25: 47 bought or addedQ4 25: 31 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20242735
Q2 20241242
Q3 20243125
Q4 20243223
Q1 20252933
Q2 20252337
Q3 20254225
Q4 20254731

Biggest buyers

B. Riley Wealth Advisors, Inc. New +175,485+175.5k
OneDigital Investment Advisors LLC New +101,599+101.6k
Maia Wealth LLC New +59,908+59.9k
COMMONWEALTH EQUITY SERVICES, LLC Added +55,489+55.5k
HARBOUR INVESTMENTS, INC. Added +40,220+40.2k
Sequent Planning LLC New +31,419+31.4k
Cetera Investment Advisers Added +26,837+26.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +26,348+26.3k
First Heartland Consultants, Inc. Added +21,309+21.3k
Kovack Advisors, Inc. New +18,844+18.8k

Biggest sellers

Keystone Wealth Services, LLC Sold out -86,193-86.2k
Synergy Asset Management, LLC Reduced -75,412-75.4k
JANE STREET GROUP, LLC Reduced -36,414-36.4k
Ameritas Advisory Services, LLC Sold out -28,725-28.7k
OLD MISSION CAPITAL LLC Sold out -16,336-16.3k
PARK AVENUE SECURITIES LLC Sold out -14,869-14.9k
OSAIC HOLDINGS, INC. Reduced -14,106-14.1k
Sanctuary Advisors, LLC Reduced -11,225-11.2k
Consolidated Portfolio Review Corp Sold out -10,776-10.8k
Cambridge Investment Research Advisors, Inc. Reduced -6,218-6.2k

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, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 569,283569.3k $18.0m $18.0m 0.02% Added +55.5k +55,489
2 Outlook Wealth Advisors, LLC 2.73% of their portfolio SHENANDOAH, TX 381,207381.2k $12.1m $12.1m 2.73% Reduced -913 -913
3 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 291,540291.5k $9.2m $9.2m 0.01% Added +26.8k +26,837
4 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 239,145239.1k $7.6m $7.6m 0.01% Reduced -14.1k -14,106
5 B. Riley Wealth Advisors, Inc. 0.26% of their portfolio MEMPHIS, TN 175,485175.5k $5.6m $5.6m 0.26% New
6 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 123,893123.9k $3.9m $3.9m 0.00% Added +6.3k +6,344
7 STEPHENS INC /AR/ 0.05% of their portfolio LITTLE ROCK, AR 115,335115.3k $3.7m $3.7m 0.05% Added +16.5k +16,531
8 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 111,814111.8k $3.5m $3.5m 0.00% Added +836 +836
9 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 106,445106.4k $3.4m $3.4m 0.00% Added +4.6k +4,622
10 OneDigital Investment Advisors LLC 0.03% of their portfolio OVERLAND PARK, KS 101,599101.6k $3.2m $3.2m 0.03% New
11 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 92,21192.2k $2.9m $2.9m 0.01% Reduced -6.2k -6,218
12 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 79,73679.7k $2.5m $2.5m 0.01% Added +2.8k +2,804
13 RED CRANE WEALTH MANAGEMENT, LLC 1.92% of their portfolio SAN FRANCISCO, CA 74,14874.1k $2.3m $2.3m 1.92% Reduced -529 -529
14 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 70,73570.7k $2.2m $2.2m 0.01% Added +12.1k +12,084
15 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 62,61962.6k $2.0m $2.0m 0.01% Added +8.8k +8,764
16 Maia Wealth LLC 0.32% of their portfolio DENVER, CO 59,90859.9k $1.9m $1.9m 0.32% New
17 Global Assets Advisory, LLC 0.52% of their portfolio ORLANDO, FL 57,61457.6k $1.8m $1.8m 0.52% Reduced -3.5k -3,489
18 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 56,78556.8k $1.8m $1.8m 0.00% Reduced -1.2k -1,165
19 SMART Wealth LLC 0.54% of their portfolio Omaha, NE 55,58455.6k $1.8m $1.8m 0.54% Reduced -5.1k -5,064
20 Prospera Financial Services Inc 0.03% of their portfolio Dallas, TX 50,65950.7k $1.6m $1.6m 0.03% Reduced -2.1k -2,080
21 HARBOUR INVESTMENTS, INC. 0.03% of their portfolio MADISON, WI 45,48045.5k $1.4m $1.4m 0.03% Added +40.2k +40,220
22 Ignite Planners, LLC 0.22% of their portfolio SAN CLEMENTE, CA 44,92544.9k $1.4m $1.4m 0.22% Added +734 +734
23 Faithward Advisors, LLC 0.20% of their portfolio LANCASTER, PA 42,37642.4k $1.3m $1.3m 0.20% Added +11.7k +11,698
24 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 40,34240.3k $1.3m $1.3m 0.00% Added +12.6k +12,634
25 FWG Investments, LLC. 0.75% of their portfolio LEXINGTON, KY 36,95537.0k $1.2m $1.2m 0.75% Added +6.9k +6,922
26 Synergy Asset Management, LLC 0.12% of their portfolio VANCOUVER, WA 36,73436.7k $1.2m $1.2m 0.12% Reduced -75.4k -75,412
27 OPPENHEIMER & CO INC 0.02% of their portfolio NEW YORK, NY 34,72334.7k $1.1m $1.1m 0.02% Reduced -327 -327
28 THOROUGHBRED FINANCIAL SERVICES, LLC 0.06% of their portfolio BRENTWOOD, TN 33,12433.1k $1.0m $1.0m 0.06% Unchanged
29 Clear Creek Financial Management, LLC 0.08% of their portfolio SILVERDALE, WA 31,88531.9k $1.0m $1.0m 0.08% Reduced -905 -905
30 First Heartland Consultants, Inc. 0.08% of their portfolio LAKE ST. LOUIS, MO 31,59631.6k $1.0m $1.0m 0.08% Added +21.3k +21,309
31 Sequent Planning LLC 0.25% of their portfolio OMAHA, NE 31,41931.4k $995.3k $995.3k 0.25% New
32 ORG Partners LLC 0.17% of their portfolio ROANOKE, IN 29,70029.7k $940.9k $940.9k 0.17% Added +4.2k +4,182
33 Grantvest Financial Group LLC 0.60% of their portfolio MATAWAN, NJ 29,56529.6k $936.6k $936.6k 0.60% Added +18.7k +18,687
34 Mariner, LLC 0.00% of their portfolio Overland Park, KS 26,84326.8k $850.4k $850.4k 0.00% Reduced -580 -580
35 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 26,34826.3k $834.7k $834.7k 0.00% New
36 Harvest Investment Services, LLC 0.15% of their portfolio Oakbrook Terrace, IL 24,74724.7k $784.0k $784.0k 0.15% Added +4.8k +4,845
37 UPTICK PARTNERS, LLC 0.16% of their portfolio NACOGDOCHES, TX 24,04424.0k $761.7k $761.7k 0.16% Added +14.7k +14,713
38 1776 Wealth LLC 0.26% of their portfolio ATLANTA, GA 21,60721.6k $684.5k $684.5k 0.26% Unchanged
39 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 21,40021.4k $677.9k $677.9k 0.00% Added +300 +300
40 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 20,57120.6k $651.7k $651.7k 0.00% Added +11.3k +11,333
41 Sloy Dahl & Holst, LLC 0.08% of their portfolio Vancouver, WA 20,25020.2k $641.5k $641.5k 0.08% Unchanged
42 Sunbelt Securities, Inc. 0.04% of their portfolio HOUSTON, TX 19,36919.4k $613.6k $613.6k 0.04% Added +1.3k +1,264
43 CENTAURUS FINANCIAL, INC. 0.03% of their portfolio ANAHEIM, CA 19,11819.1k $606.0k $606.0k 0.03% Unchanged
44 Center for Financial Planning, Inc. 0.06% of their portfolio SOUTHFIED, MI 18,95018.9k $600.3k $600.3k 0.06% Unchanged
45 Kovack Advisors, Inc. 0.03% of their portfolio FT. LAUDERDALE, FL 18,84418.8k $597.0k $597.0k 0.03% New
46 NOVEM GROUP 0.06% of their portfolio Rochester, NY 17,24817.2k $546.4k $546.4k 0.06% Added +600 +600
47 SILVER OAK SECURITIES, INCORPORATED 0.04% of their portfolio JACKSON, TN 17,09517.1k $544.0k $544.0k 0.04% Added +4.8k +4,772
48 Octavia Wealth Advisors, LLC 0.05% of their portfolio CINCINNATI, OH 16,25116.3k $514.8k $514.8k 0.05% Unchanged
49 Coppell Advisory Solutions LLC 0.05% of their portfolio COPPELL, TX 15,37615.4k $489.3k $489.3k 0.05% Reduced -2.0k -1,990
50 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 14,45914.5k $458.1k $458.1k 0.01% Added +960 +960
51 LEGACY SOLUTIONS, LLC 0.35% of their portfolio KENNETT SQUARE, PA 12,72412.7k $403.1k $403.1k 0.35% Reduced -2.9k -2,919
52 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 12,61212.6k $399.5k $399.5k 0.00% Added +3.8k +3,778
53 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 12,48612.5k $395.5k $395.5k 0.01% Unchanged
54 WINNACLE WEALTH LLC 0.29% of their portfolio WACO, TX 12,21412.2k $390.8k $390.8k 0.29% Reduced -2.0k -2,002
55 Valtinson Bruner Financial Planning LLC 0.10% of their portfolio NEW BRIGHTON, MN 11,40311.4k $361.2k $361.2k 0.10% Reduced -960 -960
56 Noble Wealth Management PBC 0.18% of their portfolio GREENWOOD VILLAGE, CO 11,36211.4k $359.9k $359.9k 0.18% Reduced -1.1k -1,136
57 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 11,22511.2k $355.6k $355.6k 0.00% Reduced -11.2k -11,225
58 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 10,23110.2k $324.1k $324.1k 0.00% Reduced -36.4k -36,414
59 VestGen Advisors, LLC 0.01% of their portfolio CHICAGO, IL 9,7039.7k $307.4k $307.4k 0.01% New
60 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 9,4919.5k $300.7k $300.7k 0.00% Unchanged
61 Waverly Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 9,1849.2k $290.9k $290.9k 0.00% New
62 GREAT VALLEY ADVISOR GROUP, INC. 0.01% of their portfolio WILMINGTON, DE 9,1449.1k $290.0k $290.0k 0.01% New
63 Summit Financial, LLC 0.00% of their portfolio PARSIPPANY, NJ 8,9078.9k $282.2k $282.2k 0.00% New
64 TD Waterhouse Canada Inc. 0.00% of their portfolio TORONTO, A6 8,8378.8k $279.2k $279.2k 0.00% New
65 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 8,3428.3k $266.4k $266.4k 0.00% New
66 DHJJ Financial Advisors, Ltd. 0.08% of their portfolio NAPERVILLE, IL 8,0748.1k $255.8k $255.8k 0.08% Reduced -61 -61
67 HOLLENCREST CAPITAL MANAGEMENT 0.01% of their portfolio NEWPORT BEACH, CA 8,0518.1k $255.0k $255.0k 0.01% Unchanged
68 Aurora Private Wealth, Inc. 0.15% of their portfolio ROCKAWAY, NJ 7,2647.3k $230.0k $230.0k 0.15% First filing
69 NWF Advisory Services Inc. 0.02% of their portfolio Los Angeles, CA 6,8256.8k $216.2k $216.2k 0.02% Added +300 +300
70 Capital Analysts, LLC 0.01% of their portfolio FORT WASHINGTON, PA 6,7436.7k $214.0k $214.0k 0.01% Reduced -137 -137
71 Redhawk Wealth Advisors, Inc. 0.02% of their portfolio MINNEAPOLIS, MN 6,6196.6k $209.7k $209.7k 0.02% New
72 Mayfair Advisory Group, LLC 0.08% of their portfolio BIRMINGHAM, AL 6,5996.6k $208.7k $208.7k 0.08% Unchanged
73 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 6,4056.4k $202.9k $202.9k 0.00% New
74 WORLD EQUITY GROUP, INC. 0.06% of their portfolio SCHAUMBURG, IL 6,3366.3k $200.7k $200.7k 0.06% New
75 Larson Financial Group LLC 0.01% of their portfolio ST LOUIS, MO 5,7675.8k $182.7k $182.7k 0.01% Reduced -363 -363
76 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.02% of their portfolio BLUE BELL, PA 4,6464.6k $147.2k $147.2k 0.02% Unchanged
77 Benson Wealth Management INC 0.15% of their portfolio OOLTEWAH, TN, TN 4,3274.3k $137.1k $137.1k 0.15% First filing
78 Topsail Wealth Management, LLC 0.02% of their portfolio CHARLOTTE, NC 4,2754.3k $135.4k $135.4k 0.02% Added +300 +300
79 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 3,9363.9k $124.7k $124.7k 0.00% Reduced -8 -8
80 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 3,7163.7k $117.7k $117.7k 0.00% Unchanged
81 ALBION FINANCIAL GROUP /UT 0.01% of their portfolio SALT LAKE CITY, UT 3,2003.2k $101.4k $101.4k 0.01% Unchanged
82 Reflection Asset Management 0.07% of their portfolio ISLE OF PALMS, SC 3,0363.0k $96.5k $96.5k 0.07% First filing
83 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 2,5452.5k $80.6k $80.6k 0.00% Reduced -40 -40
84 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 2,0082.0k $63.6k $63.6k 0.00% Added +68 +68
85 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 1,8271.8k $57.9k $57.9k 0.00% New
86 Integrity Financial Corp /WA 0.02% of their portfolio JACKSON, WY 1,2651.3k $40.1k $40.1k 0.02% Unchanged
87 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 850850 $26.9k $26.9k 0.00% Unchanged
88 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 784784 $25.0k $25.0k 0.00% Reduced -1.6k -1,569
89 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 500500 $15.8k $15.8k 0.00% New
90 Quest 10 Wealth Builders, Inc. 0.01% of their portfolio Fuquay-Varina, VA 500500 $15.8k $15.8k 0.01% Unchanged
91 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 485485 $15.4k $15.4k 0.00% Unchanged
92 CWM, LLC 0.00% of their portfolio OMAHA, NE 443443 $14.0k $14.0k 0.00% Unchanged
93 Strive Financial Group ,LLC 0.00% of their portfolio CARMEL, IN 9393 $2.9k $2.9k 0.00% First filing
94 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 3434 $1.1k $1.1k 0.00% New