Vault-13

FIRST TR EXCHNG TRADED FD VI XJUN

FT VEST U.S · ETP · CUSIP 33740U844

74 institutional holders -7 vs Q4 2024
2,487,4002.5m shares reported held*
$95.8mreported value*
5 new 10 added 43 reduced 11 sold out net sold ≈ $14.8m (-384.0k 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 ≈ $38.50.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 35Q4 22: 44Q1 23: 42Q2 23: 67Q3 23: 74Q4 23: 78Q1 24: 64Q2 24: 66Q3 24: 71Q4 24: 81Q1 25: 7474Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202235
Q4 202244
Q1 202342
Q2 202367
Q3 202374
Q4 202378
Q1 202464
Q2 202466
Q3 202471
Q4 202481
Q1 202574

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 23: 47 bought or addedQ2 23: 23 cut or sold outQ3 23: 42 bought or addedQ3 23: 27 cut or sold outQ3 23Q4 23: 21 bought or addedQ4 23: 45 cut or sold outQ1 24: 16 bought or addedQ1 24: 51 cut or sold outQ1 24Q2 24: 23 bought or addedQ2 24: 40 cut or sold outQ3 24: 32 bought or addedQ3 24: 28 cut or sold outQ3 24Q4 24: 28 bought or addedQ4 24: 41 cut or sold outQ1 25: 15 bought or addedQ1 25: 54 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20234723
Q3 20234227
Q4 20232145
Q1 20241651
Q2 20242340
Q3 20243228
Q4 20242841
Q1 20251554

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +14,922+14.9k
OLD MISSION CAPITAL LLC New +13,944+13.9k
Virtue Capital Management, LLC New +11,757+11.8k
LPL Financial LLC Added +10,629+10.6k
VestGen Investment Management New +6,628+6.6k
U.S. Capital Wealth Advisors, LLC Added +6,552+6.6k
GOLDMAN SACHS GROUP INC New +6,211+6.2k
CreativeOne Wealth, LLC Added +5,630+5.6k
Bullseye Investment Management, LLC Added +3,573+3.6k
UBS Group AG Added +2,944+2.9k

Biggest sellers

Kestra Advisory Services, LLC Reduced -124,756-124.8k
HFG Wealth Management, LLC Sold out -94,607-94.6k
Laidlaw Wealth Management LLC Sold out -48,214-48.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -20,588-20.6k
HRT FINANCIAL LP Sold out -20,165-20.2k
JANE STREET GROUP, LLC Sold out -16,261-16.3k
TWO SIGMA SECURITIES, LLC Sold out -15,056-15.1k
WOLVERINE TRADING, LLC Sold out -13,901-13.9k
Cambridge Investment Research Advisors, Inc. Reduced -13,032-13.0k
Sage Capital Advisors,llc Sold out -11,012-11.0k

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, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 351,352351.4k $13.5m $13.5m 0.03% Reduced -904 -904
2 Kestra Advisory Services, LLC 0.06% of their portfolio AUSTIN, TX 298,103298.1k $11.5m $11.5m 0.06% Reduced -124.8k -124,756
3 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 286,887286.9k $11.0m $11.0m 0.02% Reduced -9.2k -9,213
4 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 224,714224.7k $8.6m $8.6m 0.02% Reduced -10.2k -10,192
5 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 155,022155.0k $6.0m $6.0m 0.00% Added +14.9k +14,922
6 Mutual Advisors, LLC 0.10% of their portfolio OMAHA, NE 95,90695.9k $3.7m $3.7m 0.10% Reduced -5.3k -5,279
7 LM Advisors LLC 0.65% of their portfolio SAN DIEGO, CA 94,38094.4k $3.6m $3.6m 0.65% Reduced -293 -293
8 HARBOUR INVESTMENTS, INC. 0.06% of their portfolio MADISON, WI 54,51754.5k $2.1m $2.1m 0.06% Reduced -8.9k -8,919
9 U.S. Capital Wealth Advisors, LLC 0.06% of their portfolio AUSTIN, TX 53,13553.1k $2.0m $2.0m 0.06% Added +6.6k +6,552
10 Bullseye Investment Management, LLC 1.22% of their portfolio CINCINNATI, OH 51,92651.9k $2.0m $2.0m 1.22% Added +3.6k +3,573
11 BRASS TAX WEALTH MANAGEMENT, INC 0.39% of their portfolio CINCINNATI, OH 48,13548.1k $1.9m $1.9m 0.39% Reduced -275 -275
12 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 41,88841.9k $1.6m $1.6m 0.00% Added +10.6k +10,629
13 First Heartland Consultants, Inc. 0.14% of their portfolio LAKE ST. LOUIS, MO 35,96536.0k $1.4m $1.4m 0.14% Reduced -589 -589
14 Diversify Advisory Services, LLC 0.08% of their portfolio SANDY, UT 32,67532.7k $1.3m $1.3m 0.08% Reduced -11.0k -11,011
15 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 30,82230.8k $1.2m $1.2m 0.00% Reduced -13.0k -13,032
16 Mariner, LLC 0.00% of their portfolio Overland Park, KS 29,18129.2k $1.1m $1.1m 0.00% Reduced -2.5k -2,508
17 WEALTHGARDEN F.S. LLC 1.03% of their portfolio EL SEGUNDO, CA 27,81527.8k $1.1m $1.1m 1.03% Unchanged
18 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.19% of their portfolio BLUE BELL, PA 25,78125.8k $992.2k $992.2k 0.19% Unchanged
19 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 23,10323.1k $889.2k $889.2k 0.01% Reduced -951 -951
20 QTR Family Wealth, LLC 0.62% of their portfolio LAKE MARY, FL 21,28121.3k $819.0k $819.0k 0.62% First filing
21 CARY STREET PARTNERS FINANCIAL LLC 0.02% of their portfolio RICHMOND, VA 20,27920.3k $780.5k $780.5k 0.02% Added +850 +850
22 Sequent Planning LLC 0.28% of their portfolio OMAHA, NE 20,02620.0k $770.7k $770.7k 0.28% Reduced -806 -806
23 CreativeOne Wealth, LLC 0.02% of their portfolio OVERLAND PARK, KS 19,65319.7k $756.4k $756.4k 0.02% Added +5.6k +5,630
24 Bison Wealth, LLC 0.07% of their portfolio ATLANTA, GA 19,07219.1k $734.0k $734.0k 0.07% Reduced -37 -37
25 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 18,54818.5k $714.0k $714.0k 0.00% Added +946 +946
26 Ashton Thomas Private Wealth, LLC 0.03% of their portfolio SCOTTSDALE, AZ 17,94317.9k $690.6k $690.6k 0.03% Reduced -2.0k -2,038
27 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 17,45917.5k $671.9k $671.9k 0.00% Reduced -20.6k -20,588
28 1776 Wealth LLC 0.31% of their portfolio ATLANTA, GA 17,43117.4k $670.9k $670.9k 0.31% Reduced -750 -750
29 REAP Financial Group, LLC 0.16% of their portfolio AUSTIN, TX 17,24417.2k $663.7k $663.7k 0.16% Reduced -26 -26
30 Chicago Partners Investment Group LLC 0.02% of their portfolio CHICAGO, IL 16,89016.9k $649.5k $649.5k 0.02% Reduced -5.3k -5,276
31 Diligent Investors, LLC 0.15% of their portfolio REDLANDS, CA 15,57015.6k $599.2k $599.2k 0.15% Unchanged
32 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 13,98114.0k $538.1k $538.1k 0.00% Added +540 +540
33 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 13,94413.9k $536.7k $536.7k 0.01% New
34 Icon Wealth Advisors, LLC 0.04% of their portfolio HOUSTON, TX 13,54313.5k $521.2k $521.2k 0.04% Reduced -96 -96
35 StoneX Group Inc. 0.03% of their portfolio NEW YORK, NY 13,24713.2k $509.8k $509.8k 0.03% Reduced -1.2k -1,202
36 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 12,60212.6k $485.0k $485.0k 0.01% Reduced -525 -525
37 Millington Financial Advisors, LLC 0.29% of their portfolio NAPERVILLE, IL 12,53812.5k $470.1k $470.1k 0.29% Reduced -2.5k -2,474
38 Signal Advisors Wealth, LLC 0.05% of their portfolio DETROIT, MI 11,97912.0k $461.0k $461.0k 0.05% Reduced -226 -226
39 Foguth Wealth Management, LLC. 0.11% of their portfolio BRIGHTON, MI 11,97912.0k $461.0k $461.0k 0.11% Reduced -38 -38
40 Pitti Group Wealth Management, LLC 0.47% of their portfolio VICTOR, NY 11,97112.0k $460.7k $460.7k 0.47% Reduced -300 -300
41 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 11,75811.8k $452.5k $452.5k 0.00% Unchanged
42 Virtue Capital Management, LLC 0.05% of their portfolio BRENTWOOD, TN 11,75711.8k $451.8k $451.8k 0.05% New
43 PFS Partners, LLC 0.18% of their portfolio MINE HILL, NJ 8,7198.7k $335.6k $335.6k 0.18% Reduced -261 -261
44 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 8,5038.5k $327.3k $327.3k 0.01% Reduced -108 -108
45 Private Advisory Group LLC 0.04% of their portfolio REDMOND, WA 8,4408.4k $324.8k $324.8k 0.04% Unchanged
46 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 8,3308.3k $320.6k $320.6k 0.00% Reduced -4.7k -4,745
47 HBK Sorce Advisory LLC 0.01% of their portfolio ERIE, PA 8,0328.0k $309.1k $309.1k 0.01% Unchanged
48 Cambridge Advisors Inc. 0.07% of their portfolio OMAHA, NE 7,9888.0k $307.4k $307.4k 0.07% Reduced -25 -25
49 IMG Wealth Management, Inc. 0.27% of their portfolio JACKSONVILLE, FL 7,9257.9k $305.0k $305.0k 0.27% Reduced -580 -580
50 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 7,8427.8k $302.0k $302.0k 0.00% Reduced -637 -637
51 Kingsview Wealth Management, LLC 0.01% of their portfolio GRANTS PASS, OR 7,5697.6k $291.3k $291.3k 0.01% Reduced -6 -6
52 Main Street Financial Solutions, LLC 0.02% of their portfolio NEWTOWN, PA 7,3347.3k $282.3k $282.3k 0.02% Unchanged
53 Grant Street Asset Management, Inc. 0.06% of their portfolio CANONSBURG, PA 6,7736.8k $260.7k $260.7k 0.06% Reduced -33 -33
54 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 6,7236.7k $258.7k $258.7k 0.00% Added +1.1k +1,087
55 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 6,6746.7k $256.9k $256.9k 0.00% Reduced -2.8k -2,805
56 VestGen Investment Management 0.19% of their portfolio EGG HARBOR TOWNSHIP, NJ 6,6286.6k $255.1k $255.1k 0.19% New
57 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 6,2116.2k $239.0k $239.0k 0.00% New
58 Lakeridge Wealth Management LLC 0.12% of their portfolio MENTOR, OH 6,2056.2k $238.8k $238.8k 0.12% Reduced -1.5k -1,500
59 Pinnacle Wealth Planning Services, Inc. 0.03% of their portfolio MANSFIELD, OH 5,9746.0k $229.9k $229.9k 0.03% Reduced -152 -152
60 SILVER OAK SECURITIES, INCORPORATED 0.02% of their portfolio JACKSON, TN 5,6195.6k $215.4k $215.4k 0.02% Unchanged
61 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 4,6744.7k $179.9k $179.9k 0.00% Reduced -3.2k -3,151
62 Wood Tarver Financial Group, LLC 0.05% of their portfolio BOISE, ID 4,2684.3k $164.3k $164.3k 0.05% Unchanged
63 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 4,2014.2k $161.7k $161.7k 0.00% Reduced -965 -965
64 Integrity Financial Corp /WA 0.08% of their portfolio JACKSON, WY 3,6813.7k $141.7k $141.7k 0.08% Unchanged
65 DHJJ Financial Advisors, Ltd. 0.06% of their portfolio NAPERVILLE, IL 3,5663.6k $137.2k $137.2k 0.06% Reduced -305 -305
66 Continuum Advisory, LLC 0.02% of their portfolio EAGLE, ID 3,4263.4k $131.9k $131.9k 0.02% Unchanged
67 Glen Eagle Advisors, LLC 0.02% of their portfolio KINGSTON, NJ 3,0003.0k $115.5k $115.5k 0.02% Unchanged
68 UBS Group AG 0.00% of their portfolio ZURICH, V8 2,9603.0k $113.9k $113.9k 0.00% Added +2.9k +2,944
69 ASHTON THOMAS SECURITIES, LLC 0.02% of their portfolio ROCHESTER, NY 1,9602.0k $75.4k $75.4k 0.02% New
70 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 1,8661.9k $71.8k $71.8k 0.00% Unchanged
71 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,2421.2k $48.0k $48.0k 0.00% Unchanged
72 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 750750 $29.0k $29.0k 0.00% Unchanged
73 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 181181 $6.9k $6.9k 0.00% Reduced -3.4k -3,445
74 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Reduced -5.7k -5,738