Vault-13

FIRST TR EXCHNG TRADED FD VI XJUN

FT VEST U.S · ETP · CUSIP 33740U844

67 institutional holders +25 vs Q1 2023
6,101,5176.1m shares reported held*
$203.5mreported value*
32 new 15 added 15 reduced 8 sold out net bought ≈ $83.8m (+2.5m 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 ≈ $33.35.

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 35Q4 22: 44Q1 23: 42Q2 23: 6767Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 202235
Q4 202244
Q1 202342
Q2 202367

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q4 22: 26 bought or addedQ4 22: 14 cut or sold outQ4 22Q1 23: 19 bought or addedQ1 23: 26 cut or sold outQ1 23Q2 23: 47 bought or addedQ2 23: 23 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 20222614
Q1 20231926
Q2 20234723

Biggest buyers

AE Wealth Management LLC New +1,397,244+1.4m
Kestra Advisory Services, LLC Added +400,948+400.9k
Janney Montgomery Scott LLC New +349,231+349.2k
IFP Advisors, Inc Added +165,332+165.3k
HARBOUR INVESTMENTS, INC. Added +133,519+133.5k
ENVESTNET ASSET MANAGEMENT INC Added +97,828+97.8k
OSAIC HOLDINGS, INC. Added +93,221+93.2k
JPMORGAN CHASE & CO Added +92,215+92.2k
LexAurum Advisors, LLC New +84,936+84.9k
B.O.S.S. Retirement Advisors, LLC New +60,516+60.5k

Biggest sellers

Cetera Advisors LLC Reduced -291,779-291.8k
Millington Financial Advisors, LLC Sold out -105,629-105.6k
Maltin Wealth Management, Inc. Sold out -104,141-104.1k
First Heartland Consultants, Inc. Reduced -100,041-100.0k
Cetera Investment Advisers Reduced -79,195-79.2k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -71,160-71.2k
CAPTRUST FINANCIAL ADVISORS Reduced -39,072-39.1k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -18,794-18.8k
CARY STREET PARTNERS INVESTMENT ADVISORY LLC Reduced -17,125-17.1k
AVANTAX ADVISORY SERVICES, INC. Reduced -15,751-15.8k

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.

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, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 AE Wealth Management LLC 0.28% of their portfolio TOPEKA, KS 1,397,2441.4m $46.7m $46.7m 0.28% New
2 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 521,126521.1k $17.4m $17.4m 0.03% Added +93.2k +93,221
3 Kestra Advisory Services, LLC 0.17% of their portfolio AUSTIN, TX 496,929496.9k $16.6m $16.6m 0.17% Added +400.9k +400,948
4 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 413,023413.0k $13.8m $13.8m 0.03% Reduced -71.2k -71,160
5 Janney Montgomery Scott LLC 0.04% of their portfolio PHILADELPHIA, PA 349,231349.2k $11.7m $11.7m 0.04% New
6 IFP Advisors, Inc 0.23% of their portfolio TAMPA, FL 330,664330.7k $10.4m $10.4m 0.23% Added +165.3k +165,332
7 Cetera Advisor Networks LLC 0.07% of their portfolio EL SEGUNDO, CA 314,532314.5k $10.5m $10.5m 0.07% Added +59.5k +59,528
8 Cetera Advisors LLC 0.16% of their portfolio DENVER, CO 305,072305.1k $10.2m $10.2m 0.16% Reduced -291.8k -291,779
9 Financial Guidance Group, Inc. 6.43% of their portfolio Palm Harbor, FL 261,669261.7k $8.8m $8.8m 6.43% Reduced -4.2k -4,164
10 First Heartland Consultants, Inc. 0.85% of their portfolio LAKE ST. LOUIS, MO 195,559195.6k $6.5m $6.5m 0.85% Reduced -100.0k -100,041
11 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 160,348160.3k $5.4m $5.4m 0.00% Added +97.8k +97,828
12 HARBOUR INVESTMENTS, INC. 0.22% of their portfolio MADISON, WI 133,541133.5k $4.5m $4.5m 0.22% Added +133.5k +133,519
13 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 95,66295.7k $3.2m $3.2m 0.00% Added +92.2k +92,215
14 LexAurum Advisors, LLC 0.86% of their portfolio OVERLAND PARK, KS 84,93684.9k $2.8m $2.8m 0.86% New
15 Stratos Wealth Advisors, LLC 0.18% of their portfolio BEACHWOOD, OH 76,88276.9k $2.6m $2.6m 0.18% Reduced -676 -676
16 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 73,34873.3k $2.5m $2.5m 0.02% Reduced -79.2k -79,195
17 B.O.S.S. Retirement Advisors, LLC 0.43% of their portfolio Lehi, UT 60,51660.5k $2.0m $2.0m 0.43% New
18 Mutual Advisors, LLC 0.07% of their portfolio OMAHA, NE 58,37758.4k $2.0m $2.0m 0.07% New
19 WEALTHSOURCE PARTNERS, LLC 0.13% of their portfolio SAN LUIS OBISPO, CA 58,11358.1k $1.9m $1.9m 0.13% Added +46.1k +46,113
20 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 51,94951.9k $1.7m $1.7m 0.01% Added +23.6k +23,553
21 Great Lakes Retirement, Inc. 0.26% of their portfolio SANDUSKY, OH 44,36144.4k $1.5m $1.5m 0.26% New
22 Bouchey Financial Group, Ltd. 0.17% of their portfolio TROY, NY 42,82142.8k $1.4m $1.4m 0.17% Reduced -1.6k -1,636
23 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.34% of their portfolio BLUE BELL, PA 38,11138.1k $1.3m $1.3m 0.34% Reduced -174 -174
24 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 30,86930.9k $1.0m $1.0m 0.01% Reduced -15.8k -15,751
25 LINCOLN NATIONAL CORP 0.02% of their portfolio RADNOR, PA 27,46127.5k $918.6k $918.6k 0.02% Added +11.8k +11,817
26 Mariner, LLC 0.00% of their portfolio Overland Park, KS 25,89425.9k $866.2k $866.2k 0.00% Added +11.0k +10,974
27 CROSSPOINT FINANCIAL, LLC 7.84% of their portfolio TUSTIN, CA 23,05023.1k $771.0k $771.0k 7.84% Unchanged
28 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 22,33122.3k $747.0k $747.0k 0.01% Added +22.3k +22,330
29 Chicago Partners Investment Group LLC 0.04% of their portfolio CHICAGO, IL 22,32122.3k $750.7k $750.7k 0.04% New
30 Authentikos Wealth Advisory, LLC 0.70% of their portfolio MORGAN HILL, CA 22,14922.1k $740.9k $740.9k 0.70% New
31 Bison Wealth, LLC 0.14% of their portfolio Atlanta, GA 22,13422.1k $740.4k $740.4k 0.14% New
32 Outlook Wealth Advisors, LLC 0.25% of their portfolio SHENANDOAH, TX 20,02420.0k $669.8k $669.8k 0.25% New
33 Cambridge Advisors Inc. 0.16% of their portfolio OMAHA, NE 18,75818.8k $627.5k $627.5k 0.16% Added +660 +660
34 FSB PREMIER WEALTH MANAGEMENT, INC. 0.32% of their portfolio WATERLOO, IA 17,77717.8k $594.6k $594.6k 0.32% New
35 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.04% of their portfolio RICHMOND, VA 17,54517.5k $586.9k $586.9k 0.04% Reduced -17.1k -17,125
36 HBK Sorce Advisory LLC 0.02% of their portfolio ERIE, PA 17,10217.1k $572.1k $572.1k 0.02% Reduced -5.6k -5,617
37 Icon Wealth Partners, LLC 0.05% of their portfolio HOUSTON, TX 15,27215.3k $510.8k $510.8k 0.05% New
38 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 14,55814.6k $487.0k $487.0k 0.00% Reduced -39.1k -39,072
39 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 13,88813.9k $464.6k $464.6k 0.01% New
40 StoneX Group Inc. 0.05% of their portfolio NEW YORK, NY 13,77513.8k $460.8k $460.8k 0.05% New
41 ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 0.20% of their portfolio New Cumberland, PA 12,71912.7k $425.5k $425.5k 0.20% New
42 Private Advisory Group LLC 0.08% of their portfolio REDMOND, WA 12,59512.6k $421.3k $421.3k 0.08% Added +596 +596
43 Bullseye Investment Management, LLC 0.30% of their portfolio CINCINNATI, OH 12,22312.2k $408.9k $408.9k 0.30% New
44 1776 Wealth LLC 0.22% of their portfolio ATLANTA, GA 12,17612.2k $407.3k $407.3k 0.22% New
45 SILVER OAK SECURITIES, INCORPORATED 0.06% of their portfolio JACKSON, TN 11,48211.5k $384.0k $384.0k 0.06% New
46 Crown Wealth Group, LLC 0.30% of their portfolio Charlotte, NC 11,19611.2k $374.5k $374.5k 0.30% Reduced -7.4k -7,410
47 Main Street Financial Solutions, LLC 0.05% of their portfolio NEWTOWN, PA 10,90010.9k $364.6k $364.6k 0.05% Unchanged
48 City State Bank 0.19% of their portfolio NORWALK, IA 10,74010.7k $359.0k $359.0k 0.19% Reduced -14.8k -14,800
49 Grant Street Asset Management, Inc. 0.13% of their portfolio CANONSBURG, PA 10,37510.4k $347.0k $347.0k 0.13% Reduced -13.3k -13,347
50 PFS Partners, LLC 0.27% of their portfolio MINE HILL, NJ 9,4719.5k $316.8k $316.8k 0.27% New
51 Virtue Capital Management, LLC 0.05% of their portfolio BRENTWOOD, TN 8,8868.9k $296.9k $296.9k 0.05% New
52 BAKER TILLY WEALTH MANAGEMENT, LLC 0.03% of their portfolio MADISON, WI 8,5008.5k $284.3k $284.3k 0.03% New
53 Truadvice, LLC 0.10% of their portfolio SARASOTA, FL 7,9808.0k $267.7k $267.7k 0.10% New
54 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 7,7297.7k $258.5k $258.5k 0.01% New
55 Arkadios Wealth Advisors 0.03% of their portfolio ATLANTA, GA 7,1157.1k $238.0k $238.0k 0.03% New
56 Wealth Enhancement & Preservation of GA, LLC 0.21% of their portfolio ALPHARETTA, GA 6,3906.4k $213.7k $213.7k 0.21% New
57 WORLD EQUITY GROUP, INC. 0.06% of their portfolio SCHAUMBURG, IL 6,2146.2k $207.9k $207.9k 0.06% New
58 Kingsview Wealth Management, LLC 0.01% of their portfolio GRANTS PASS, OR 6,1506.2k $205.7k $205.7k 0.01% New
59 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 5,9616.0k $199.0k $199.0k 0.00% New
60 Integrity Financial Corp /WA 0.09% of their portfolio JACKSON, WY 3,5463.5k $118.6k $118.6k 0.09% Unchanged
61 Glen Eagle Advisors, LLC 0.02% of their portfolio KINGSTON, NJ 3,0003.0k $100.3k $100.3k 0.02% Unchanged
62 Impact Partnership Wealth, LLC 0.03% of their portfolio MARIETTA, GA 2,8922.9k $96.7k $96.7k 0.03% First filing
63 OLIVER LAGORE VANVALIN INVESTMENT GROUP 0.02% of their portfolio FLINT, MI 1,8601.9k $62.2k $62.2k 0.02% New
64 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 1,7201.7k $57.5k $57.5k 0.00% Added +1.7k +1,720
65 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 664664 $22.2k $22.2k 0.00% New
66 Cape Investment Advisory, Inc. 0.00% of their portfolio MCDONOUGH, GA 100100 $3.3k $3.3k 0.00% New
67 Richard W. Paul & Associates, LLC 0.00% of their portfolio NOVI, MI 1111 $368 $368 0.00% New