Vault-13

FIRST TR EXCHNG TRADED FD VI XJUN

FT VEST U.S · ETP · CUSIP 33740U844

44 institutional holders +9 vs Q3 2022
3,729,9263.7m shares reported held*
$114.1mreported value*
10 new 16 added 12 reduced 2 sold out net bought ≈ $11.5m (+373.8k 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 ≈ $30.59.

Trends to Q4 2022

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 35Q4 22: 4444Q3 22Q4 22
Numbers
QuarterHolders
Q3 202235
Q4 202244

Biggest buyers

Cetera Advisors LLC Added +208,848+208.8k
IFP Advisors, Inc Added +103,007+103.0k
First Heartland Consultants, Inc. Added +81,827+81.8k
Kestra Advisory Services, LLC Added +52,012+52.0k
HBK Sorce Advisory LLC Added +38,892+38.9k
Grant Street Asset Management, Inc. Added +32,113+32.1k
Cetera Advisor Networks LLC Added +23,200+23.2k
COMMONWEALTH EQUITY SERVICES, LLC Added +17,696+17.7k
Mariner, LLC New +15,154+15.2k
Maltin Wealth Management, Inc. Added +12,980+13.0k

Biggest sellers

WORLD EQUITY GROUP, INC. Reduced -80,340-80.3k
WEALTHSOURCE PARTNERS, LLC Reduced -50,800-50.8k
OSAIC HOLDINGS, INC. Reduced -45,572-45.6k
Crown Wealth Group, LLC Reduced -31,454-31.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -28,517-28.5k
Bouchey Financial Group, Ltd. Reduced -18,495-18.5k
SILVER OAK SECURITIES, INCORPORATED Sold out -10,880-10.9k
Financial Guidance Group, Inc. Reduced -10,010-10.0k
LINCOLN NATIONAL CORP Reduced -4,578-4.6k
OneDigital Investment Advisors LLC Reduced -3,000-3.0k

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.

No one currently above 5% in the filings since 19 Dec 2024.

Fell to 5% or below in the last year: FIRST TRUST PORTFOLIOS LP (0.9%, 2026-07-07)

Holders, Q4 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Cetera Advisors LLC 0.34% of their portfolio DENVER, CO 606,114606.1k $18.6m $18.6m 0.34% Added +208.8k +208,848
2 COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio WALTHAM, MA 563,269563.3k $17.3m $17.3m 0.04% Added +17.7k +17,696
3 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 425,104425.1k $13.0m $13.0m 0.03% Reduced -45.6k -45,572
4 First Heartland Consultants, Inc. 1.44% of their portfolio LAKE ST. LOUIS, MO 304,770304.8k $9.3m $9.3m 1.44% Added +81.8k +81,827
5 Financial Guidance Group, Inc. 6.64% of their portfolio Palm Harbor, FL 266,344266.3k $8.2m $8.2m 6.64% Reduced -10.0k -10,010
6 Cetera Advisor Networks LLC 0.06% of their portfolio EL SEGUNDO, CA 254,091254.1k $7.8m $7.8m 0.06% Added +23.2k +23,200
7 IFP Advisors, Inc 0.17% of their portfolio TAMPA, FL 216,959217.0k $6.4m $6.4m 0.17% Added +103.0k +103,007
8 Cetera Investment Advisers 0.04% of their portfolio SCHAUMBURG, IL 128,239128.2k $3.9m $3.9m 0.04% Added +10.3k +10,305
9 Maltin Wealth Management, Inc. 2.53% of their portfolio RIDGEWOOD, NJ 113,288113.3k $3.5m $3.5m 2.53% Added +13.0k +12,980
10 Millington Financial Advisors, LLC 2.93% of their portfolio NAPERVILLE, IL 97,82697.8k $3.0m $3.0m 2.93% First filing
11 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 81,89281.9k $2.5m $2.5m 0.02% Added +52.0k +52,012
12 Grant Street Asset Management, Inc. 0.88% of their portfolio CANONSBURG, PA 66,47566.5k $2.0m $2.0m 0.88% Added +32.1k +32,113
13 HBK Sorce Advisory LLC 0.05% of their portfolio ERIE, PA 64,71864.7k $2.0m $2.0m 0.05% Added +38.9k +38,892
14 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 61,79561.8k $1.9m $1.9m 0.00% Reduced -2.3k -2,261
15 TRUSTCORE FINANCIAL SERVICES, LLC 0.14% of their portfolio BRENTWOOD, TN 53,63053.6k $1.6m $1.6m 0.14% Added +455 +455
16 Bouchey Financial Group, Ltd. 0.21% of their portfolio TROY, NY 46,99347.0k $1.4m $1.4m 0.21% Reduced -18.5k -18,495
17 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.39% of their portfolio BLUE BELL, PA 38,37338.4k $1.2m $1.2m 0.39% Added +5.8k +5,769
18 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.08% of their portfolio RICHMOND, VA 35,35835.4k $1.1m $1.1m 0.08% Reduced -85 -85
19 Stratos Wealth Advisors, LLC 0.08% of their portfolio BEACHWOOD, OH 30,92030.9k $947.7k $947.7k 0.08% Added +10.1k +10,106
20 WEALTHSOURCE PARTNERS, LLC 0.07% of their portfolio SAN LUIS OBISPO, CA 30,10530.1k $922.7k $922.7k 0.07% Reduced -50.8k -50,800
21 Advisor Resource Council 0.53% of their portfolio DALLAS, TX 28,98529.0k $888.4k $888.4k 0.53% Added +4.8k +4,760
22 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 25,75325.8k $789.0k $789.0k 0.00% Added +859 +859
23 CROSSPOINT FINANCIAL, LLC 7.78% of their portfolio TUSTIN, CA 23,05023.1k $706.5k $706.5k 7.78% First filing
24 Crown Wealth Group, LLC 0.65% of their portfolio Charlotte, NC 22,60422.6k $692.8k $692.8k 0.65% Reduced -31.5k -31,454
25 Cambridge Advisors Inc. 0.15% of their portfolio OMAHA, NE 18,09818.1k $554.7k $554.7k 0.15% Added +150 +150
26 LINCOLN NATIONAL CORP 0.01% of their portfolio RADNOR, PA 15,64415.6k $479.5k $479.5k 0.01% Reduced -4.6k -4,578
27 Mariner, LLC 0.00% of their portfolio Overland Park, KS 15,15415.2k $464.0k $464.0k 0.00% New
28 Private Advisory Group LLC 0.08% of their portfolio REDMOND, WA 12,20112.2k $373.9k $373.9k 0.08% Reduced -6 -6
29 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 11,07411.1k $339.4k $339.4k 0.00% New
30 Main Street Financial Solutions, LLC 0.05% of their portfolio NEWTOWN, PA 10,90010.9k $334.0k $334.0k 0.05% Unchanged
31 Arlington Capital Management, Inc. 0.35% of their portfolio ARLINGTON HEIGHTS, IL 10,18110.2k $312.0k $312.0k 0.35% New
32 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 7,9748.0k $244.4k $244.4k 0.00% New
33 WORLD EQUITY GROUP, INC. 0.05% of their portfolio SCHAUMBURG, IL 7,1057.1k $217.8k $217.8k 0.05% Reduced -80.3k -80,340
34 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 7,0457.0k $215.9k $215.9k 0.01% Reduced -1.6k -1,605
35 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 7,0007.0k $214.5k $214.5k 0.01% Reduced -3.0k -3,000
36 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 6,7866.8k $208.0k $208.0k 0.00% New
37 Integrity Financial Corp /WA 0.10% of their portfolio JACKSON, WY 3,5463.5k $108.7k $108.7k 0.10% Unchanged
38 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 3,4473.4k $105.0k $105.0k 0.00% New
39 Glen Eagle Advisors, LLC 0.03% of their portfolio KINGSTON, NJ 3,3203.3k $101.8k $101.8k 0.03% Unchanged
40 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 1,6201.6k $49.7k $49.7k 0.00% New
41 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 1,2531.3k $38.0k $38.0k 0.00% New
42 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 832832 $25.5k $25.5k 0.00% New
43 MONEY CONCEPTS CAPITAL CORP 0.00% of their portfolio PALM BEACH GARDENS, FL 9191 $2.8k $2.8k 0.00% New
44 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged