Vault-13

FIRST TR EXCHNG TRADED FD VI XJUN

FT VEST U.S · ETP · CUSIP 33740U844

69 institutional holders -7 vs Q2 2025
2,503,4772.5m shares reported held*
$105.4mreported value*
6 new 15 added 29 reduced 8 sold out net bought ≈ $6.3m (+148.7k 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 ≈ $42.11.

Trends to Q3 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: 76Q3 25: 6969Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 202569

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 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 25Q2 25: 24 bought or addedQ2 25: 44 cut or sold outQ3 25: 21 bought or addedQ3 25: 37 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20232145
Q1 20241651
Q2 20242340
Q3 20243228
Q4 20242841
Q1 20251554
Q2 20252444
Q3 20252137

Biggest buyers

OSAIC HOLDINGS, INC. Added +137,022+137.0k
Legacy Edge Advisors, LLC Added +40,920+40.9k
CITADEL ADVISORS LLC New +21,176+21.2k
OLD MISSION CAPITAL LLC New +20,133+20.1k
IMC-Chicago, LLC New +16,847+16.8k
Cetera Investment Advisers Added +13,421+13.4k
LexAurum Advisors, LLC New +12,441+12.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +11,641+11.6k
LPL Financial LLC Added +11,054+11.1k
ENVESTNET ASSET MANAGEMENT INC Added +7,349+7.3k

Biggest sellers

JANE STREET GROUP, LLC Sold out -42,162-42.2k
Bison Wealth, LLC Sold out -19,046-19.0k
Signal Advisors Wealth, LLC Sold out -11,828-11.8k
Cambridge Investment Research Advisors, Inc. Reduced -10,073-10.1k
REAP Financial Group, LLC Reduced -9,468-9.5k
Kestra Advisory Services, LLC Reduced -9,423-9.4k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -7,999-8.0k
HARBOUR INVESTMENTS, INC. Reduced -7,745-7.7k
Pinnacle Wealth Planning Services, Inc. Sold out -5,620-5.6k
FIRST TRUST ADVISORS LP Reduced -4,519-4.5k

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, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 344,903344.9k $14.5m $14.5m 0.02% Added +137.0k +137,022
2 Kestra Advisory Services, LLC 0.06% of their portfolio AUSTIN, TX 297,282297.3k $12.5m $12.5m 0.06% Reduced -9.4k -9,423
3 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 276,909276.9k $11.7m $11.7m 0.01% Added +13.4k +13,421
4 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 269,674269.7k $11.4m $11.4m 0.01% Reduced -8.0k -7,999
5 Legacy Edge Advisors, LLC 0.81% of their portfolio SYOSSET, NY 163,589163.6k $6.9m $6.9m 0.81% Added +40.9k +40,920
6 Mutual Advisors, LLC 0.09% of their portfolio OMAHA, NE 96,56096.6k $4.1m $4.1m 0.09% Reduced -1.2k -1,164
7 LM Advisors LLC 0.57% of their portfolio SAN DIEGO, CA 94,38094.4k $4.0m $4.0m 0.57% Unchanged
8 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 59,53959.5k $2.5m $2.5m 0.00% Added +11.1k +11,054
9 U.S. Capital Wealth Advisors, LLC 0.07% of their portfolio AUSTIN, TX 58,14258.1k $2.5m $2.5m 0.07% Added +3.5k +3,547
10 Bullseye Investment Management, LLC 1.22% of their portfolio CINCINNATI, OH 51,92651.9k $2.0m $2.0m 1.22% Unchanged
11 BRASS TAX WEALTH MANAGEMENT, INC 0.33% of their portfolio CINCINNATI, OH 46,69046.7k $2.0m $2.0m 0.33% Reduced -545 -545
12 HARBOUR INVESTMENTS, INC. 0.04% of their portfolio MADISON, WI 45,69245.7k $1.9m $1.9m 0.04% Reduced -7.7k -7,745
13 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 44,16944.2k $1.9m $1.9m 0.00% Added +7.3k +7,349
14 Diversify Advisory Services, LLC 0.04% of their portfolio SANDY, UT 28,57928.6k $1.2m $1.2m 0.04% Reduced -3.8k -3,842
15 WEALTHGARDEN F.S. LLC 0.82% of their portfolio EL SEGUNDO, CA 27,31627.3k $1.2m $1.2m 0.82% Reduced -111 -111
16 First Heartland Consultants, Inc. 0.09% of their portfolio LAKE ST. LOUIS, MO 26,87326.9k $1.1m $1.1m 0.09% Reduced -4.0k -3,973
17 Mariner, LLC 0.00% of their portfolio Overland Park, KS 25,92625.9k $1.1m $1.1m 0.00% Reduced -3.4k -3,398
18 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.16% of their portfolio BLUE BELL, PA 24,40324.4k $1.0m $1.0m 0.16% Reduced -299 -299
19 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 22,80322.8k $962.3k $962.3k 0.01% Reduced -300 -300
20 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 22,04022.0k $930.1k $930.1k 0.00% Added +11.6k +11,641
21 Sequent Planning LLC 0.26% of their portfolio OMAHA, NE 22,03022.0k $929.7k $929.7k 0.26% Added +1.9k +1,880
22 Ashton Thomas Private Wealth, LLC 0.02% of their portfolio SCOTTSDALE, AZ 21,74421.7k $917.6k $917.6k 0.02% Added +680 +680
23 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 21,17621.2k $893.7k $893.7k 0.00% New
24 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 20,37520.4k $860.0k $860.0k 0.00% Reduced -10.1k -10,073
25 OLD MISSION CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 20,13320.1k $849.6k $849.6k 0.03% New
26 CARY STREET PARTNERS FINANCIAL LLC 0.02% of their portfolio RICHMOND, VA 19,02919.0k $803.0k $803.0k 0.02% Unchanged
27 QTR Family Wealth, LLC 0.37% of their portfolio LAKE MARY, FL 18,61918.6k $785.8k $785.8k 0.37% Reduced -2.1k -2,135
28 1776 Wealth LLC 0.28% of their portfolio ATLANTA, GA 17,43117.4k $735.6k $735.6k 0.28% Unchanged
29 IMC-Chicago, LLC 0.01% of their portfolio CHICAGO, IL 16,84716.8k $711.0k $711.0k 0.01% New
30 Diligent Investors, LLC 0.16% of their portfolio REDLANDS, CA 14,92014.9k $629.6k $629.6k 0.16% Reduced -550 -550
31 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 14,62914.6k $617.4k $617.4k 0.00% Reduced -100 -100
32 StoneX Group Inc. 0.02% of their portfolio NEW YORK, NY 13,22113.2k $557.9k $557.9k 0.02% Reduced -7 -7
33 Chicago Partners Investment Group LLC 0.01% of their portfolio CHICAGO, IL 12,48612.5k $531.0k $531.0k 0.01% Unchanged
34 LexAurum Advisors, LLC 0.07% of their portfolio OVERLAND PARK, KS 12,44112.4k $525.0k $525.0k 0.07% New
35 Pitti Group Wealth Management, LLC 0.43% of their portfolio VICTOR, NY 11,97112.0k $505.2k $505.2k 0.43% Unchanged
36 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 11,75811.8k $496.2k $496.2k 0.00% Unchanged
37 Keel Point, LLC 0.03% of their portfolio HUNTSVILLE, AL 11,63411.6k $491.0k $491.0k 0.03% Unchanged
38 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 11,11211.1k $468.9k $468.9k 0.00% Reduced -4.5k -4,519
39 Grant Street Asset Management, Inc. 0.10% of their portfolio CANONSBURG, PA 10,91710.9k $460.7k $460.7k 0.10% Unchanged
40 Millington Financial Advisors, LLC 0.22% of their portfolio NAPERVILLE, IL 10,74110.7k $453.2k $453.2k 0.22% Reduced -1.7k -1,678
41 SILVER OAK SECURITIES, INCORPORATED 0.03% of their portfolio JACKSON, TN 10,25110.3k $432.6k $432.6k 0.03% Added +4.0k +4,014
42 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 9,97610.0k $421.0k $421.0k 0.01% Reduced -2.3k -2,289
43 Private Advisory Group LLC 0.03% of their portfolio REDMOND, WA 9,5139.5k $401.5k $401.5k 0.03% Added +1.0k +1,026
44 PFS Partners, LLC 0.18% of their portfolio MINE HILL, NJ 9,1829.2k $387.5k $387.5k 0.18% Reduced -924 -924
45 Icon Wealth Advisors, LLC 0.03% of their portfolio HOUSTON, TX 8,9619.0k $378.2k $378.2k 0.03% Reduced -282 -282
46 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 8,3368.3k $351.8k $351.8k 0.01% Unchanged
47 Castle Rock Wealth Management, LLC 0.08% of their portfolio WALNUT CREEK, CA 8,2188.2k $347.0k $347.0k 0.08% Unchanged
48 Cambridge Advisors Inc. 0.07% of their portfolio OMAHA, NE 7,9808.0k $336.8k $336.8k 0.07% Unchanged
49 HBK Sorce Advisory LLC 0.01% of their portfolio ERIE, PA 7,9367.9k $334.8k $334.8k 0.01% Reduced -168 -168
50 REAP Financial Group, LLC 0.07% of their portfolio AUSTIN, TX 7,7767.8k $328.2k $328.2k 0.07% Reduced -9.5k -9,468
51 Main Street Financial Solutions, LLC 0.02% of their portfolio NEWTOWN, PA 7,1457.1k $301.5k $301.5k 0.02% Reduced -189 -189
52 Kingsview Wealth Management, LLC 0.00% of their portfolio GRANTS PASS, OR 6,8256.8k $288.0k $288.0k 0.00% Reduced -744 -744
53 IMG Wealth Management, Inc. 0.19% of their portfolio JACKSONVILLE, FL 6,5706.6k $277.3k $277.3k 0.19% Reduced -1.4k -1,355
54 Bouchey Financial Group, Ltd. 0.02% of their portfolio TROY, NY 6,4276.4k $271.2k $271.2k 0.02% New
55 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 6,2656.3k $264.0k $264.0k 0.00% Reduced -1.7k -1,749
56 Lakeridge Wealth Management LLC 0.12% of their portfolio MENTOR, OH 6,2056.2k $261.9k $261.9k 0.12% Unchanged
57 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 5,3625.4k $226.3k $226.3k 0.00% Reduced -1.1k -1,087
58 LVZ, Inc. 0.02% of their portfolio Holland, MI 5,1285.1k $216.4k $216.4k 0.02% Unchanged
59 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 4,7754.8k $201.5k $201.5k 0.00% Added +122 +122
60 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 4,7434.7k $200.2k $200.2k 0.00% Added +896 +896
61 DHJJ Financial Advisors, Ltd. 0.06% of their portfolio NAPERVILLE, IL 4,2244.2k $178.3k $178.3k 0.06% Added +165 +165
62 Integrity Financial Corp /WA 0.07% of their portfolio JACKSON, WY 3,6813.7k $155.3k $155.3k 0.07% Unchanged
63 Glen Eagle Advisors, LLC 0.02% of their portfolio KINGSTON, NJ 2,9252.9k $123.4k $123.4k 0.02% Unchanged
64 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,4701.5k $62.0k $62.0k 0.00% Unchanged
65 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 1,1801.2k $49.8k $49.8k 0.00% New
66 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 750750 $31.7k $31.7k 0.00% Unchanged
67 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 735735 $31.0k $31.0k 0.00% Added +115 +115
68 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 181181 $7.6k $7.6k 0.00% Unchanged
69 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 148148 $6.0k $6.0k 0.00% Reduced -148 -148