Vault-13

FIRST TR EXCHNG TRADED FD VI XJUN

FT VEST U.S · ETP · CUSIP 33740U844

76 institutional holders +2 vs Q1 2025
2,384,4022.4m shares reported held*
$97.9mreported value*
10 new 14 added 35 reduced 9 sold out net sold ≈ $4.3m (-103.6k 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 ≈ $41.05.

Trends to Q2 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: 74Q2 25: 7676Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 202576

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 24Q3 24: 32 bought or addedQ3 24: 28 cut or sold outQ4 24: 28 bought or addedQ4 24: 41 cut or sold outQ4 24Q1 25: 15 bought or addedQ1 25: 54 cut or sold outQ2 25: 24 bought or addedQ2 25: 44 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20234227
Q4 20232145
Q1 20241651
Q2 20242340
Q3 20243228
Q4 20242841
Q1 20251554
Q2 20252444

Biggest buyers

Legacy Edge Advisors, LLC New +122,669+122.7k
JANE STREET GROUP, LLC New +42,162+42.2k
FIRST TRUST ADVISORS LP New +15,631+15.6k
Keel Point, LLC New +11,634+11.6k
Kestra Advisory Services, LLC Added +8,602+8.6k
Castle Rock Wealth Management, LLC New +8,218+8.2k
LPL Financial LLC Added +6,597+6.6k
TRUIST FINANCIAL CORP New +6,449+6.4k
LVZ, Inc. New +5,128+5.1k
Aurora Private Wealth, Inc. New +5,062+5.1k

Biggest sellers

ENVESTNET ASSET MANAGEMENT INC Reduced -118,202-118.2k
Cetera Investment Advisers Reduced -87,864-87.9k
CreativeOne Wealth, LLC Sold out -19,653-19.7k
OSAIC HOLDINGS, INC. Reduced -16,833-16.8k
AMERIPRISE FINANCIAL INC Sold out -13,981-14.0k
OLD MISSION CAPITAL LLC Sold out -13,944-13.9k
Virtue Capital Management, LLC Sold out -11,757-11.8k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -9,214-9.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -7,060-7.1k
Atria Investments, Inc Sold out -6,674-6.7k

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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Kestra Advisory Services, LLC 0.06% of their portfolio AUSTIN, TX 306,705306.7k $12.6m $12.6m 0.06% Added +8.6k +8,602
2 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 277,673277.7k $11.4m $11.4m 0.02% Reduced -9.2k -9,214
3 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 263,488263.5k $10.8m $10.8m 0.02% Reduced -87.9k -87,864
4 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 207,881207.9k $8.5m $8.5m 0.02% Reduced -16.8k -16,833
5 Legacy Edge Advisors, LLC 0.67% of their portfolio SYOSSET, NY 122,669122.7k $5.0m $5.0m 0.67% New
6 Mutual Advisors, LLC 0.10% of their portfolio OMAHA, NE 97,72497.7k $4.1m $4.1m 0.10% Added +1.8k +1,818
7 LM Advisors LLC 0.50% of their portfolio SAN DIEGO, CA 94,38094.4k $3.9m $3.9m 0.50% Unchanged
8 U.S. Capital Wealth Advisors, LLC 0.07% of their portfolio AUSTIN, TX 54,59554.6k $2.2m $2.2m 0.07% Added +1.5k +1,460
9 HARBOUR INVESTMENTS, INC. 0.06% of their portfolio MADISON, WI 53,43753.4k $2.2m $2.2m 0.06% Reduced -1.1k -1,080
10 Bullseye Investment Management, LLC 1.22% of their portfolio CINCINNATI, OH 51,92651.9k $2.0m $2.0m 1.22% Unchanged
11 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 48,48548.5k $2.0m $2.0m 0.00% Added +6.6k +6,597
12 BRASS TAX WEALTH MANAGEMENT, INC 0.37% of their portfolio CINCINNATI, OH 47,23547.2k $1.9m $1.9m 0.37% Reduced -900 -900
13 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 42,16242.2k $1.7m $1.7m 0.00% New
14 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 36,82036.8k $1.5m $1.5m 0.00% Reduced -118.2k -118,202
15 Diversify Advisory Services, LLC 0.05% of their portfolio SANDY, UT 32,42132.4k $1.4m $1.4m 0.05% Reduced -254 -254
16 First Heartland Consultants, Inc. 0.11% of their portfolio LAKE ST. LOUIS, MO 30,84630.8k $1.3m $1.3m 0.11% Reduced -5.1k -5,119
17 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 30,44830.4k $1.2m $1.2m 0.00% Reduced -374 -374
18 Mariner, LLC 0.00% of their portfolio Overland Park, KS 29,32429.3k $1.2m $1.2m 0.00% Added +143 +143
19 WEALTHGARDEN F.S. LLC 0.94% of their portfolio EL SEGUNDO, CA 27,42727.4k $1.1m $1.1m 0.94% Reduced -388 -388
20 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.17% of their portfolio BLUE BELL, PA 24,70224.7k $1.0m $1.0m 0.17% Reduced -1.1k -1,079
21 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 23,10323.1k $948.8k $948.8k 0.01% Unchanged
22 Ashton Thomas Private Wealth, LLC 0.03% of their portfolio SCOTTSDALE, AZ 21,06421.1k $865.1k $865.1k 0.03% Added +3.1k +3,121
23 QTR Family Wealth, LLC 0.53% of their portfolio LAKE MARY, FL 20,75420.8k $852.4k $852.4k 0.53% Reduced -527 -527
24 Sequent Planning LLC 0.26% of their portfolio OMAHA, NE 20,15020.1k $827.6k $827.6k 0.26% Added +124 +124
25 Bison Wealth, LLC 0.06% of their portfolio ATLANTA, GA 19,04619.0k $782.2k $782.2k 0.06% Reduced -26 -26
26 CARY STREET PARTNERS FINANCIAL LLC 0.02% of their portfolio RICHMOND, VA 19,02919.0k $781.5k $781.5k 0.02% Reduced -1.2k -1,250
27 1776 Wealth LLC 0.29% of their portfolio ATLANTA, GA 17,43117.4k $715.9k $715.9k 0.29% Unchanged
28 REAP Financial Group, LLC 0.17% of their portfolio AUSTIN, TX 17,24417.2k $708.2k $708.2k 0.17% Unchanged
29 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 15,63115.6k $642.0k $642.0k 0.00% New
30 Diligent Investors, LLC 0.15% of their portfolio REDLANDS, CA 15,47015.5k $635.4k $635.4k 0.15% Reduced -100 -100
31 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 14,72914.7k $605.0k $605.0k 0.00% Reduced -3.8k -3,819
32 StoneX Group Inc. 0.03% of their portfolio NEW YORK, NY 13,22813.2k $543.3k $543.3k 0.03% Reduced -19 -19
33 Chicago Partners Investment Group LLC 0.01% of their portfolio CHICAGO, IL 12,48612.5k $517.1k $517.1k 0.01% Reduced -4.4k -4,404
34 Millington Financial Advisors, LLC 0.26% of their portfolio NAPERVILLE, IL 12,41912.4k $514.3k $514.3k 0.26% Reduced -119 -119
35 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 12,26512.3k $503.7k $503.7k 0.01% Reduced -337 -337
36 Pitti Group Wealth Management, LLC 0.42% of their portfolio VICTOR, NY 11,97112.0k $491.6k $491.6k 0.42% Unchanged
37 Signal Advisors Wealth, LLC 0.04% of their portfolio DETROIT, MI 11,82811.8k $485.8k $485.8k 0.04% Reduced -151 -151
38 Foguth Wealth Management, LLC. 0.10% of their portfolio BRIGHTON, MI 11,82811.8k $485.8k $485.8k 0.10% Reduced -151 -151
39 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 11,75811.8k $482.9k $482.9k 0.00% Unchanged
40 Keel Point, LLC 0.03% of their portfolio HUNTSVILLE, AL 11,63411.6k $477.8k $477.8k 0.03% New
41 Grant Street Asset Management, Inc. 0.10% of their portfolio CANONSBURG, PA 10,91710.9k $448.4k $448.4k 0.10% Added +4.1k +4,144
42 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 10,39910.4k $427.1k $427.1k 0.00% Reduced -7.1k -7,060
43 PFS Partners, LLC 0.21% of their portfolio MINE HILL, NJ 10,10610.1k $415.1k $415.1k 0.21% Added +1.4k +1,387
44 Icon Wealth Advisors, LLC 0.03% of their portfolio HOUSTON, TX 9,2439.2k $379.6k $379.6k 0.03% Reduced -4.3k -4,300
45 Private Advisory Group LLC 0.03% of their portfolio REDMOND, WA 8,4878.5k $348.6k $348.6k 0.03% Added +47 +47
46 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 8,3368.3k $342.4k $342.4k 0.01% Reduced -167 -167
47 Castle Rock Wealth Management, LLC 0.08% of their portfolio WALNUT CREEK, CA 8,2188.2k $340.2k $340.2k 0.08% New
48 HBK Sorce Advisory LLC 0.01% of their portfolio ERIE, PA 8,1048.1k $332.8k $332.8k 0.01% Added +72 +72
49 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 8,0148.0k $329.0k $329.0k 0.00% Added +172 +172
50 Cambridge Advisors Inc. 0.07% of their portfolio OMAHA, NE 7,9808.0k $327.7k $327.7k 0.07% Reduced -8 -8
51 IMG Wealth Management, Inc. 0.25% of their portfolio JACKSONVILLE, FL 7,9257.9k $325.5k $325.5k 0.25% Unchanged
52 Kingsview Wealth Management, LLC 0.01% of their portfolio GRANTS PASS, OR 7,5697.6k $310.9k $310.9k 0.01% Unchanged
53 Main Street Financial Solutions, LLC 0.02% of their portfolio NEWTOWN, PA 7,3347.3k $301.2k $301.2k 0.02% Unchanged
54 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 7,2597.3k $298.1k $298.1k 0.00% Reduced -1.1k -1,071
55 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 6,4496.4k $264.9k $264.9k 0.00% New
56 SILVER OAK SECURITIES, INCORPORATED 0.02% of their portfolio JACKSON, TN 6,2376.2k $256.2k $256.2k 0.02% Added +618 +618
57 Lakeridge Wealth Management LLC 0.12% of their portfolio MENTOR, OH 6,2056.2k $254.8k $254.8k 0.12% Unchanged
58 Pinnacle Wealth Planning Services, Inc. 0.03% of their portfolio MANSFIELD, OH 5,6205.6k $230.8k $230.8k 0.03% Reduced -354 -354
59 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 5,4365.4k $223.3k $223.3k 0.01% Reduced -1.3k -1,287
60 LVZ, Inc. 0.03% of their portfolio Holland, MI 5,1285.1k $210.6k $210.6k 0.03% New
61 Aurora Private Wealth, Inc. 0.15% of their portfolio ROCKAWAY, NJ 5,0625.1k $208.0k $208.0k 0.15% New
62 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 4,6534.7k $191.1k $191.1k 0.00% Reduced -21 -21
63 DHJJ Financial Advisors, Ltd. 0.06% of their portfolio NAPERVILLE, IL 4,0594.1k $166.7k $166.7k 0.06% Added +493 +493
64 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 3,8473.8k $158.0k $158.0k 0.00% Reduced -354 -354
65 Wood Tarver Financial Group, LLC 0.05% of their portfolio BOISE, ID 3,7553.8k $154.0k $154.0k 0.05% Reduced -513 -513
66 Integrity Financial Corp /WA 0.08% of their portfolio JACKSON, WY 3,6813.7k $151.2k $151.2k 0.08% Unchanged
67 Glen Eagle Advisors, LLC 0.02% of their portfolio KINGSTON, NJ 2,9252.9k $120.1k $120.1k 0.02% Reduced -75 -75
68 UBS Group AG 0.00% of their portfolio ZURICH, V8 2,1182.1k $87.0k $87.0k 0.00% Reduced -842 -842
69 ASHTON THOMAS SECURITIES, LLC 0.02% of their portfolio ROCHESTER, NY 1,9602.0k $80.5k $80.5k 0.02% Unchanged
70 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,4701.5k $60.4k $60.4k 0.00% New
71 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 750750 $30.8k $30.8k 0.00% Unchanged
72 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 643643 $26.4k $26.4k 0.00% New
73 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 620620 $25.5k $25.5k 0.00% First filing
74 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 296296 $12.0k $12.0k 0.00% Reduced -946 -946
75 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 181181 $7.4k $7.4k 0.00% Unchanged
76 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged