Vault-13

FIRST TR EXCHNG TRADED FD VI XJUN

FT VEST U.S · ETP · CUSIP 33740U844

64 institutional holders -14 vs Q4 2023
3,877,6793.9m shares reported held*
$140.2mreported value*
3 new 13 added 34 reduced 17 sold out net sold ≈ $51.4m (-1.4m 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 ≈ $36.15.

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 35Q4 22: 44Q1 23: 42Q2 23: 67Q3 23: 74Q4 23: 78Q1 24: 6464Q3 22Q1 23Q3 23Q1 24
Numbers
QuarterHolders
Q3 202235
Q4 202244
Q1 202342
Q2 202367
Q3 202374
Q4 202378
Q1 202464

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 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 23Q3 23: 42 bought or addedQ3 23: 27 cut or sold outQ3 23Q4 23: 21 bought or addedQ4 23: 45 cut or sold outQ4 23Q1 24: 16 bought or addedQ1 24: 51 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q4 20222614
Q1 20231926
Q2 20234723
Q3 20234227
Q4 20232145
Q1 20241651

Biggest buyers

Cetera Investment Advisers Added +376,480+376.5k
HFG Wealth Management, LLC Added +24,949+24.9k
MML INVESTORS SERVICES, LLC Added +13,690+13.7k
TWO SIGMA SECURITIES, LLC New +11,892+11.9k
UBS Group AG Added +7,653+7.7k
Sigma Planning Corp New +6,323+6.3k
Continuum Advisory, LLC New +4,567+4.6k
CITADEL ADVISORS LLC Added +3,986+4.0k
Laidlaw Wealth Management LLC Added +3,903+3.9k
StoneX Group Inc. Added +3,715+3.7k

Biggest sellers

Cetera Advisors LLC Sold out -311,760-311.8k
Financial Guidance Group, Inc. Sold out -253,288-253.3k
OSAIC HOLDINGS, INC. Reduced -129,481-129.5k
Cetera Advisor Networks LLC Sold out -121,953-122.0k
LexAurum Advisors, LLC Sold out -106,060-106.1k
OLD MISSION CAPITAL LLC Reduced -104,793-104.8k
Kestra Advisory Services, LLC Reduced -93,772-93.8k
ENVESTNET ASSET MANAGEMENT INC Reduced -89,170-89.2k
Janney Montgomery Scott LLC Reduced -88,383-88.4k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -82,395-82.4k

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, Q1 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Cetera Investment Advisers 0.04% of their portfolio SCHAUMBURG, IL 472,411472.4k $17.1m $17.1m 0.04% Added +376.5k +376,480
2 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 417,914417.9k $15.1m $15.1m 0.03% Reduced -129.5k -129,481
3 HFG Wealth Management, LLC 8.14% of their portfolio The Woodlands, TX 381,590381.6k $13.8m $13.8m 8.14% Added +24.9k +24,949
4 Bullseye Investment Management, LLC 7.68% of their portfolio CINCINNATI, OH 365,212365.2k $13.2m $13.2m 7.68% Reduced -23.4k -23,368
5 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 350,086350.1k $12.7m $12.7m 0.02% Reduced -82.4k -82,395
6 Janney Montgomery Scott LLC 0.03% of their portfolio PHILADELPHIA, PA 282,511282.5k $10.2m $10.2m 0.03% Reduced -88.4k -88,383
7 Kestra Advisory Services, LLC 0.07% of their portfolio AUSTIN, TX 269,880269.9k $9.8m $9.8m 0.07% Reduced -93.8k -93,772
8 Mutual Advisors, LLC 0.13% of their portfolio OMAHA, NE 115,615115.6k $4.2m $4.2m 0.13% Reduced -19.0k -19,034
9 HARBOUR INVESTMENTS, INC. 0.15% of their portfolio MADISON, WI 114,401114.4k $4.1m $4.1m 0.15% Reduced -52.2k -52,237
10 LM Advisors LLC 0.67% of their portfolio SAN DIEGO, CA 112,880112.9k $3.8m $3.8m 0.67% Reduced -22.5k -22,454
11 Bouchey Financial Group, Ltd. 0.25% of their portfolio TROY, NY 71,56071.6k $2.6m $2.6m 0.25% Reduced -371 -371
12 First Heartland Consultants, Inc. 0.20% of their portfolio LAKE ST. LOUIS, MO 52,39852.4k $1.9m $1.9m 0.20% Reduced -2.6k -2,611
13 BRASS TAX WEALTH MANAGEMENT, INC 0.98% of their portfolio CINCINNATI, OH 51,79051.8k $1.9m $1.9m 0.98% First filing
14 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 49,87649.9k $1.8m $1.8m 0.00% Reduced -89.2k -89,170
15 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 48,49648.5k $1.8m $1.8m 0.01% Added +13.7k +13,690
16 Laidlaw Wealth Management LLC 0.88% of their portfolio NEW YORK CITY, NY 43,68943.7k $1.6m $1.6m 0.88% Added +3.9k +3,903
17 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 40,45040.5k $1.5m $1.5m 0.00% Reduced -41.6k -41,639
18 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 35,93135.9k $1.3m $1.3m 0.01% Reduced -76.6k -76,641
19 OLD MISSION CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 32,83132.8k $1.2m $1.2m 0.03% Reduced -104.8k -104,793
20 REAP Financial Group, LLC 0.31% of their portfolio AUSTIN, TX 31,24731.2k $1.1m $1.1m 0.31% Reduced -251 -251
21 LINCOLN NATIONAL CORP 0.02% of their portfolio RADNOR, PA 27,21927.2k $985.6k $985.6k 0.02% Reduced -100 -100
22 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.21% of their portfolio BLUE BELL, PA 26,97127.0k $976.6k $976.6k 0.21% Reduced -457 -457
23 Mariner, LLC 0.00% of their portfolio Overland Park, KS 26,25726.3k $950.8k $950.8k 0.00% Reduced -272 -272
24 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 24,78024.8k $897.3k $897.3k 0.01% Reduced -1.0k -1,001
25 CROSSPOINT FINANCIAL, LLC 7.14% of their portfolio TUSTIN, CA 23,05023.1k $834.6k $834.6k 7.14% Unchanged
26 Bison Wealth, LLC 0.13% of their portfolio Atlanta, GA 22,77722.8k $824.8k $824.8k 0.13% Added +794 +794
27 Chicago Partners Investment Group LLC 0.03% of their portfolio CHICAGO, IL 22,32122.3k $809.5k $809.5k 0.03% Unchanged
28 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 21,25021.2k $769.5k $769.5k 0.01% Added +241 +241
29 FSB PREMIER WEALTH MANAGEMENT, INC. 0.35% of their portfolio WATERLOO, IA 20,96221.0k $759.0k $759.0k 0.35% Unchanged
30 Cambridge Advisors Inc. 0.18% of their portfolio OMAHA, NE 20,89820.9k $756.7k $756.7k 0.18% Reduced -4.5k -4,500
31 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 20,24120.2k $732.9k $732.9k 0.00% Added +4.0k +3,986
32 1776 Wealth LLC 0.31% of their portfolio ATLANTA, GA 18,18118.2k $658.3k $658.3k 0.31% Unchanged
33 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.03% of their portfolio RICHMOND, VA 18,07918.1k $654.6k $654.6k 0.03% Reduced -21.7k -21,686
34 StoneX Group Inc. 0.06% of their portfolio NEW YORK, NY 17,41817.4k $630.7k $630.7k 0.06% Added +3.7k +3,715
35 SECURED RETIREMENT ADVISORS, LLC 0.50% of their portfolio ST LOUIS PARK, MN 16,25216.3k $588.5k $588.5k 0.50% Added +2.7k +2,689
36 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 14,89714.9k $539.4k $539.4k 0.00% Reduced -11.9k -11,931
37 Icon Wealth Advisors, LLC 0.05% of their portfolio HOUSTON, TX 14,40814.4k $521.7k $521.7k 0.05% Reduced -477 -477
38 TWO SIGMA SECURITIES, LLC 0.02% of their portfolio NEW YORK, NY 11,89211.9k $430.6k $430.6k 0.02% New
39 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 11,75811.8k $425.8k $425.8k 0.00% Unchanged
40 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 11,27611.3k $408.3k $408.3k 0.00% Reduced -2.1k -2,101
41 SILVER OAK SECURITIES, INCORPORATED 0.06% of their portfolio JACKSON, TN 10,88010.9k $394.0k $394.0k 0.06% Reduced -602 -602
42 Private Advisory Group LLC 0.05% of their portfolio REDMOND, WA 10,18810.2k $368.9k $368.9k 0.05% Added +316 +316
43 Virtue Capital Management, LLC 0.07% of their portfolio BRENTWOOD, TN 10,16010.2k $367.2k $367.2k 0.07% Added +185 +185
44 Millington Financial Advisors, LLC 0.22% of their portfolio NAPERVILLE, IL 8,6208.6k $312.1k $312.1k 0.22% Reduced -100 -100
45 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 8,6108.6k $311.8k $311.8k 0.00% Reduced -28.0k -28,044
46 UBS Group AG 0.00% of their portfolio ZURICH, V8 8,1728.2k $295.9k $295.9k 0.00% Added +7.7k +7,653
47 Lakeridge Wealth Management LLC 0.18% of their portfolio MENTOR, OH 7,7057.7k $279.0k $279.0k 0.18% Unchanged
48 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 7,6027.6k $275.3k $275.3k 0.01% Unchanged
49 Main Street Financial Solutions, LLC 0.03% of their portfolio NEWTOWN, PA 7,3507.3k $266.1k $266.1k 0.03% Reduced -1.4k -1,450
50 HBK Sorce Advisory LLC 0.01% of their portfolio ERIE, PA 7,2737.3k $263.4k $263.4k 0.01% Reduced -6.4k -6,398
51 Grant Street Asset Management, Inc. 0.08% of their portfolio CANONSBURG, PA 7,1317.1k $258.2k $258.2k 0.08% Reduced -1.4k -1,426
52 Arkadios Wealth Advisors 0.02% of their portfolio ATLANTA, GA 6,6486.6k $240.7k $240.7k 0.02% Reduced -148 -148
53 Crown Wealth Group, LLC 0.12% of their portfolio Charlotte, NC 6,3256.3k $229.0k $229.0k 0.12% Reduced -3.4k -3,401
54 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 6,3236.3k $229.0k $229.0k 0.01% New
55 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 6,0766.1k $220.0k $220.0k 0.00% Reduced -4.7k -4,670
56 Kingsview Wealth Management, LLC 0.01% of their portfolio GRANTS PASS, OR 5,8905.9k $213.3k $213.3k 0.01% Unchanged
57 Continuum Advisory, LLC 0.02% of their portfolio EAGLE, ID 4,5674.6k $166.7k $166.7k 0.02% New
58 DHJJ Financial Advisors, Ltd. 0.07% of their portfolio NAPERVILLE, IL 4,0714.1k $147.4k $147.4k 0.07% Unchanged
59 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.01% of their portfolio BIRMINGHAM, AL 4,0324.0k $146.0k $146.0k 0.01% Unchanged
60 Integrity Financial Corp /WA 0.09% of their portfolio JACKSON, WY 3,5463.5k $128.4k $128.4k 0.09% Unchanged
61 Glen Eagle Advisors, LLC 0.02% of their portfolio KINGSTON, NJ 3,0003.0k $108.6k $108.6k 0.02% Unchanged
62 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 905905 $33.0k $33.0k 0.00% Reduced -4.9k -4,937
63 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 750750 $27.2k $27.2k 0.00% Unchanged
64 Financial Gravity Asset Management, Inc. 0.00% of their portfolio Lakeway, TX 200200 $7.1k $7.1k 0.00% Added +100 +100