Vault-13

FIRST TR EXCHNG TRADED FD VI XJUN

FT VEST U.S · ETP · CUSIP 33740U844

66 institutional holders +2 vs Q1 2024
3,147,9213.1m shares reported held*
$114.0mreported value*
11 new 12 added 30 reduced 10 sold out net sold ≈ $29.7m (-758.6k 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 ≈ $36.20.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 35Q4 22: 44Q1 23: 42Q2 23: 67Q3 23: 74Q4 23: 78Q1 24: 64Q2 24: 6666Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 202235
Q4 202244
Q1 202342
Q2 202367
Q3 202374
Q4 202378
Q1 202464
Q2 202466

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 outQ2 23: 47 bought or addedQ2 23: 23 cut or sold outQ2 23Q3 23: 42 bought or addedQ3 23: 27 cut or sold outQ4 23: 21 bought or addedQ4 23: 45 cut or sold outQ4 23Q1 24: 16 bought or addedQ1 24: 51 cut or sold outQ2 24: 23 bought or addedQ2 24: 40 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 20222614
Q1 20231926
Q2 20234723
Q3 20234227
Q4 20232145
Q1 20241651
Q2 20242340

Biggest buyers

Sequent Planning LLC New +243,941+243.9k
Authentikos Wealth Advisory, LLC New +160,538+160.5k
OneDigital Investment Advisors LLC New +52,495+52.5k
Diversify Advisory Services, LLC New +51,518+51.5k
UBS Group AG Added +19,086+19.1k
Ashton Thomas Private Wealth, LLC New +19,048+19.0k
Brookstone Capital Management New +16,860+16.9k
LPL Financial LLC Added +14,500+14.5k
Diligent Investors, LLC New +13,820+13.8k
AVANTAX ADVISORY SERVICES, INC. Added +13,232+13.2k

Biggest sellers

Janney Montgomery Scott LLC Reduced -273,442-273.4k
HFG Wealth Management, LLC Reduced -266,268-266.3k
Bullseye Investment Management, LLC Reduced -248,850-248.8k
OSAIC HOLDINGS, INC. Reduced -157,502-157.5k
HARBOUR INVESTMENTS, INC. Reduced -82,606-82.6k
Cetera Investment Advisers Reduced -63,651-63.7k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -45,723-45.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -40,450-40.5k
OLD MISSION CAPITAL LLC Sold out -32,831-32.8k
LINCOLN NATIONAL CORP Sold out -27,219-27.2k

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.

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 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 408,760408.8k $15.1m $15.1m 0.03% Reduced -63.7k -63,651
2 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 304,363304.4k $11.2m $11.2m 0.02% Reduced -45.7k -45,723
3 Kestra Advisory Services, LLC 0.06% of their portfolio AUSTIN, TX 268,279268.3k $9.9m $9.9m 0.06% Reduced -1.6k -1,601
4 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 260,412260.4k $9.6m $9.6m 0.02% Reduced -157.5k -157,502
5 Sequent Planning LLC 3.07% of their portfolio OMAHA, NE 243,941243.9k $9.0m $9.0m 3.07% New
6 Authentikos Wealth Advisory, LLC 4.03% of their portfolio MORGAN HILL, CA 160,538160.5k $4.2m $4.2m 4.03% New
7 Bullseye Investment Management, LLC 2.82% of their portfolio CINCINNATI, OH 116,362116.4k $4.3m $4.3m 2.82% Reduced -248.8k -248,850
8 HFG Wealth Management, LLC 2.71% of their portfolio The Woodlands, TX 115,322115.3k $4.2m $4.2m 2.71% Reduced -266.3k -266,268
9 LM Advisors LLC 0.13% of their portfolio SAN DIEGO, CA 107,115107.1k $3.7m $3.7m 0.13% Reduced -5.8k -5,765
10 Mutual Advisors, LLC 0.12% of their portfolio OMAHA, NE 103,662103.7k $3.8m $3.8m 0.12% Reduced -12.0k -11,953
11 Bouchey Financial Group, Ltd. 0.21% of their portfolio TROY, NY 59,53559.5k $2.2m $2.2m 0.21% Reduced -12.0k -12,025
12 OneDigital Investment Advisors LLC 0.02% of their portfolio OVERLAND PARK, KS 52,49552.5k $1.9m $1.9m 0.02% New
13 Diversify Advisory Services, LLC 0.10% of their portfolio SANDY, UT 51,51851.5k $1.9m $1.9m 0.10% New
14 BRASS TAX WEALTH MANAGEMENT, INC 0.35% of their portfolio CINCINNATI, OH 48,79048.8k $1.8m $1.8m 0.35% Reduced -3.0k -3,000
15 First Heartland Consultants, Inc. 0.17% of their portfolio LAKE ST. LOUIS, MO 47,24347.2k $1.7m $1.7m 0.17% Reduced -5.2k -5,155
16 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 47,12247.1k $1.7m $1.7m 0.00% Reduced -2.8k -2,754
17 Laidlaw Wealth Management LLC 0.92% of their portfolio NEW YORK CITY, NY 45,72845.7k $1.7m $1.7m 0.92% Added +2.0k +2,039
18 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 39,29139.3k $1.4m $1.4m 0.01% Added +3.4k +3,360
19 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 34,48234.5k $1.3m $1.3m 0.01% Added +13.2k +13,232
20 HARBOUR INVESTMENTS, INC. 0.04% of their portfolio MADISON, WI 31,79531.8k $1.2m $1.2m 0.04% Reduced -82.6k -82,606
21 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 31,61931.6k $1.2m $1.2m 0.00% Reduced -16.9k -16,877
22 REAP Financial Group, LLC 0.30% of their portfolio AUSTIN, TX 30,20030.2k $1.1m $1.1m 0.30% Reduced -1.0k -1,047
23 Mariner, LLC 0.00% of their portfolio Overland Park, KS 29,83629.8k $1.1m $1.1m 0.00% Added +3.6k +3,579
24 WEALTHGARDEN F.S. LLC 1.12% of their portfolio EL SEGUNDO, CA 28,87928.9k $1.1m $1.1m 1.12% First filing
25 UBS Group AG 0.00% of their portfolio ZURICH, V8 27,25827.3k $1.0m $1.0m 0.00% Added +19.1k +19,086
26 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.20% of their portfolio BLUE BELL, PA 26,88326.9k $989.8k $989.8k 0.20% Reduced -88 -88
27 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 25,77625.8k $949.1k $949.1k 0.00% Added +14.5k +14,500
28 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 24,75424.8k $911.4k $911.4k 0.01% Reduced -26 -26
29 Bison Wealth, LLC 0.13% of their portfolio Atlanta, GA 22,77722.8k $824.8k $824.8k 0.13% Unchanged
30 Chicago Partners Investment Group LLC 0.03% of their portfolio CHICAGO, IL 22,32122.3k $823.1k $823.1k 0.03% Unchanged
31 Cambridge Advisors Inc. 0.18% of their portfolio OMAHA, NE 20,89820.9k $769.5k $769.5k 0.18% Unchanged
32 Ashton Thomas Private Wealth, LLC 0.04% of their portfolio SCOTTSDALE, AZ 19,04819.0k $701.3k $701.3k 0.04% New
33 1776 Wealth LLC 0.30% of their portfolio ATLANTA, GA 18,18118.2k $669.4k $669.4k 0.30% Unchanged
34 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.03% of their portfolio RICHMOND, VA 18,07918.1k $665.7k $665.7k 0.03% Unchanged
35 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 16,86016.9k $627.0k $627.0k 0.01% New
36 StoneX Group Inc. 0.05% of their portfolio NEW YORK, NY 16,23816.2k $597.9k $597.9k 0.05% Reduced -1.2k -1,180
37 SECURED RETIREMENT ADVISORS, LLC 0.46% of their portfolio ST LOUIS PARK, MN 16,11316.1k $593.3k $593.3k 0.46% Reduced -139 -139
38 Diligent Investors, LLC 0.13% of their portfolio REDLANDS, CA 13,82013.8k $508.9k $508.9k 0.13% New
39 Icon Wealth Advisors, LLC 0.05% of their portfolio HOUSTON, TX 13,64613.6k $506.4k $506.4k 0.05% Reduced -762 -762
40 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 11,75811.8k $432.9k $432.9k 0.00% Unchanged
41 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 11,18511.2k $411.8k $411.8k 0.00% Reduced -9.1k -9,056
42 Virtue Capital Management, LLC 0.07% of their portfolio BRENTWOOD, TN 10,59810.6k $393.6k $393.6k 0.07% Added +438 +438
43 Foguth Wealth Management, LLC. 0.15% of their portfolio BRIGHTON, MI 9,4319.4k $347.2k $347.2k 0.15% New
44 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 9,1439.1k $336.6k $336.6k 0.00% Added +533 +533
45 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 9,0699.1k $334.0k $334.0k 0.00% Reduced -273.4k -273,442
46 Private Advisory Group LLC 0.04% of their portfolio REDMOND, WA 8,9999.0k $331.3k $331.3k 0.04% Reduced -1.2k -1,189
47 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 8,6118.6k $317.1k $317.1k 0.01% Added +1.0k +1,009
48 Millington Financial Advisors, LLC 0.21% of their portfolio NAPERVILLE, IL 8,3558.4k $307.6k $307.6k 0.21% Reduced -265 -265
49 HBK Sorce Advisory LLC 0.01% of their portfolio ERIE, PA 7,9327.9k $292.1k $292.1k 0.01% Added +659 +659
50 Lakeridge Wealth Management LLC 0.17% of their portfolio MENTOR, OH 7,7057.7k $283.7k $283.7k 0.17% Unchanged
51 Kingsview Wealth Management, LLC 0.01% of their portfolio GRANTS PASS, OR 7,6757.7k $282.6k $282.6k 0.01% Added +1.8k +1,785
52 Main Street Financial Solutions, LLC 0.03% of their portfolio NEWTOWN, PA 7,3347.3k $270.0k $270.0k 0.03% Reduced -16 -16
53 GTS SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 7,2627.3k $267.4k $267.4k 0.01% New
54 Grant Street Asset Management, Inc. 0.08% of their portfolio CANONSBURG, PA 6,8066.8k $250.6k $250.6k 0.08% Reduced -325 -325
55 Arkadios Wealth Advisors 0.02% of their portfolio ATLANTA, GA 6,6226.6k $243.8k $243.8k 0.02% Reduced -26 -26
56 Crown Wealth Group, LLC 0.10% of their portfolio Charlotte, NC 5,6485.6k $208.0k $208.0k 0.10% Reduced -677 -677
57 TWO SIGMA SECURITIES, LLC 0.01% of their portfolio NEW YORK, NY 5,5485.5k $204.3k $204.3k 0.01% Reduced -6.3k -6,344
58 Objectivity Squared, LLC 0.15% of their portfolio CHARLESTON, SC 5,4115.4k $202.0k $202.0k 0.15% New
59 DHJJ Financial Advisors, Ltd. 0.06% of their portfolio NAPERVILLE, IL 4,0714.1k $149.9k $149.9k 0.06% Unchanged
60 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.01% of their portfolio BIRMINGHAM, AL 4,0324.0k $148.5k $148.5k 0.01% Unchanged
61 Integrity Financial Corp /WA 0.08% of their portfolio JACKSON, WY 3,6813.7k $135.5k $135.5k 0.08% Added +135 +135
62 Continuum Advisory, LLC 0.02% of their portfolio EAGLE, ID 3,4263.4k $126.1k $126.1k 0.02% Reduced -1.1k -1,141
63 PFS Partners, LLC 0.07% of their portfolio MINE HILL, NJ 3,0253.0k $111.4k $111.4k 0.07% New
64 Glen Eagle Advisors, LLC 0.02% of their portfolio KINGSTON, NJ 3,0003.0k $110.5k $110.5k 0.02% Unchanged
65 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 905905 $33.0k $33.0k 0.00% Unchanged
66 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 750750 $27.6k $27.6k 0.00% Unchanged