Vault-13

FIRST TR EXCHNG TRADED FD VI XJUN

FT VEST U.S · ETP · CUSIP 33740U844

72 institutional holders +3 vs Q3 2025
2,350,9512.4m shares reported held*
$100.9mreported value*
5 new 10 added 33 reduced 4 sold out net sold ≈ $4.1m (-96.1k 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 ≈ $42.93.

Trends to Q4 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: 69Q4 25: 7272Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 202572

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 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 25Q3 25: 21 bought or addedQ3 25: 37 cut or sold outQ4 25: 15 bought or addedQ4 25: 37 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20241651
Q2 20242340
Q3 20243228
Q4 20242841
Q1 20251554
Q2 20252444
Q3 20252137
Q4 20251537

Biggest buyers

Waverly Advisors, LLC New +44,720+44.7k
OLD MISSION CAPITAL LLC Added +28,723+28.7k
GOLDMAN SACHS GROUP INC New +18,678+18.7k
IFP Advisors, Inc New +7,861+7.9k
U.S. Capital Wealth Advisors, LLC Added +5,360+5.4k
Pinnacle Wealth Planning Services, Inc. New +4,255+4.3k
FIRST TRUST ADVISORS LP Added +1,505+1.5k
UBS Group AG New +1,346+1.3k
SILVER OAK SECURITIES, INCORPORATED Added +775+775
Ashton Thomas Private Wealth, LLC Added +682+682

Biggest sellers

LM Advisors LLC Reduced -90,369-90.4k
CITADEL ADVISORS LLC Sold out -21,176-21.2k
IMC-Chicago, LLC Sold out -16,847-16.8k
Cetera Investment Advisers Reduced -16,654-16.7k
HARBOUR INVESTMENTS, INC. Reduced -15,888-15.9k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -10,810-10.8k
OSAIC HOLDINGS, INC. Reduced -10,291-10.3k
ENVESTNET ASSET MANAGEMENT INC Reduced -5,002-5.0k
LPL Financial LLC Reduced -3,017-3.0k
Glen Eagle Advisors, LLC Sold out -2,925-2.9k

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, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 334,612334.6k $14.4m $14.4m 0.02% Reduced -10.3k -10,291
2 Kestra Advisory Services, LLC 0.05% of their portfolio AUSTIN, TX 296,753296.8k $12.7m $12.7m 0.05% Reduced -529 -529
3 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 260,255260.3k $11.2m $11.2m 0.01% Reduced -16.7k -16,654
4 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 258,864258.9k $11.1m $11.1m 0.01% Reduced -10.8k -10,810
5 Legacy Edge Advisors, LLC 0.77% of their portfolio SYOSSET, NY 164,080164.1k $7.0m $7.0m 0.77% Added +491 +491
6 Mutual Advisors, LLC 0.09% of their portfolio OMAHA, NE 96,40096.4k $4.1m $4.1m 0.09% Reduced -160 -160
7 U.S. Capital Wealth Advisors, LLC 0.07% of their portfolio AUSTIN, TX 63,50263.5k $2.7m $2.7m 0.07% Added +5.4k +5,360
8 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 56,52256.5k $2.4m $2.4m 0.00% Reduced -3.0k -3,017
9 OLD MISSION CAPITAL LLC 0.08% of their portfolio CHICAGO, IL 48,85648.9k $2.1m $2.1m 0.08% Added +28.7k +28,723
10 Waverly Advisors, LLC 0.02% of their portfolio BIRMINGHAM, AL 44,72044.7k $1.9m $1.9m 0.02% New
11 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 39,16739.2k $1.7m $1.7m 0.00% Reduced -5.0k -5,002
12 HARBOUR INVESTMENTS, INC. 0.03% of their portfolio MADISON, WI 29,80429.8k $1.3m $1.3m 0.03% Reduced -15.9k -15,888
13 Diversify Advisory Services, LLC 0.04% of their portfolio SANDY, UT 28,25628.3k $1.2m $1.2m 0.04% Reduced -323 -323
14 WEALTHGARDEN F.S. LLC 0.78% of their portfolio EL SEGUNDO, CA 27,26027.3k $1.2m $1.2m 0.78% Reduced -56 -56
15 Mariner, LLC 0.00% of their portfolio Overland Park, KS 25,70125.7k $1.1m $1.1m 0.00% Reduced -225 -225
16 First Heartland Consultants, Inc. 0.08% of their portfolio LAKE ST. LOUIS, MO 25,58025.6k $1.1m $1.1m 0.08% Reduced -1.3k -1,293
17 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.15% of their portfolio BLUE BELL, PA 23,53323.5k $1.0m $1.0m 0.15% Reduced -870 -870
18 Ashton Thomas Private Wealth, LLC 0.02% of their portfolio SCOTTSDALE, AZ 22,42622.4k $963.2k $963.2k 0.02% Added +682 +682
19 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 22,30322.3k $957.9k $957.9k 0.01% Reduced -500 -500
20 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 22,25822.3k $956.0k $956.0k 0.00% Added +218 +218
21 Sequent Planning LLC 0.24% of their portfolio OMAHA, NE 21,57421.6k $926.6k $926.6k 0.24% Reduced -456 -456
22 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 20,08520.1k $863.0k $863.0k 0.00% Reduced -290 -290
23 CARY STREET PARTNERS FINANCIAL LLC 0.02% of their portfolio RICHMOND, VA 18,97919.0k $815.1k $815.1k 0.02% Reduced -50 -50
24 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 18,67818.7k $802.2k $802.2k 0.00% New
25 QTR Family Wealth, LLC 0.35% of their portfolio LAKE MARY, FL 18,23918.2k $789.4k $789.4k 0.35% Reduced -380 -380
26 1776 Wealth LLC 0.28% of their portfolio ATLANTA, GA 17,43117.4k $748.7k $748.7k 0.28% Unchanged
27 Benson Wealth Management INC 0.81% of their portfolio OOLTEWAH, TN, TN 16,95417.0k $728.2k $728.2k 0.81% First filing
28 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 14,29814.3k $614.1k $614.1k 0.00% Reduced -331 -331
29 Diligent Investors, LLC 0.14% of their portfolio REDLANDS, CA 12,92012.9k $554.9k $554.9k 0.14% Reduced -2.0k -2,000
30 SageGuard Financial Group, LLC 0.09% of their portfolio GOODLETTSVILLE, TN 12,74712.7k $547.5k $547.5k 0.09% First filing
31 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 12,61712.6k $541.9k $541.9k 0.00% Added +1.5k +1,505
32 Chicago Partners Investment Group LLC 0.01% of their portfolio CHICAGO, IL 12,13512.1k $524.7k $524.7k 0.01% Reduced -351 -351
33 Pitti Group Wealth Management, LLC 0.42% of their portfolio VICTOR, NY 12,02512.0k $516.5k $516.5k 0.42% Added +54 +54
34 Foguth Wealth Management, LLC. 0.08% of their portfolio BRIGHTON, MI 11,82511.8k $508.1k $508.1k 0.08% First filing
35 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 11,75811.8k $505.0k $505.0k 0.00% Unchanged
36 Keel Point, LLC 0.03% of their portfolio HUNTSVILLE, AL 11,63411.6k $499.7k $499.7k 0.03% Unchanged
37 StoneX Group Inc. 0.02% of their portfolio NEW YORK, NY 11,08211.1k $476.0k $476.0k 0.02% Reduced -2.1k -2,139
38 SILVER OAK SECURITIES, INCORPORATED 0.03% of their portfolio JACKSON, TN 11,02611.0k $474.1k $474.1k 0.03% Added +775 +775
39 Grant Street Asset Management, Inc. 0.09% of their portfolio CANONSBURG, PA 10,46410.5k $449.4k $449.4k 0.09% Reduced -453 -453
40 Private Advisory Group LLC 0.03% of their portfolio REDMOND, WA 9,0109.0k $387.0k $387.0k 0.03% Reduced -503 -503
41 Icon Wealth Advisors, LLC 0.03% of their portfolio HOUSTON, TX 8,9619.0k $384.9k $384.9k 0.03% Unchanged
42 Millington Financial Advisors, LLC 0.17% of their portfolio NAPERVILLE, IL 8,8568.9k $382.9k $382.9k 0.17% Reduced -1.9k -1,885
43 PFS Partners, LLC 0.17% of their portfolio MINE HILL, NJ 8,8088.8k $378.3k $378.3k 0.17% Reduced -374 -374
44 TopTier Wealth Management, LLC 0.25% of their portfolio MUSKEGO, WI 8,4038.4k $360.9k $360.9k 0.25% First filing
45 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 8,3368.3k $358.0k $358.0k 0.01% Unchanged
46 Castle Rock Wealth Management, LLC 0.08% of their portfolio WALNUT CREEK, CA 8,2188.2k $354.4k $354.4k 0.08% Unchanged
47 Cambridge Advisors Inc. 0.07% of their portfolio OMAHA, NE 7,9808.0k $342.7k $342.7k 0.07% Unchanged
48 HBK Sorce Advisory LLC 0.01% of their portfolio ERIE, PA 7,9367.9k $343.2k $343.2k 0.01% Unchanged
49 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 7,8617.9k $337.6k $337.6k 0.01% New
50 REAP Financial Group, LLC 0.07% of their portfolio AUSTIN, TX 7,8617.9k $337.6k $337.6k 0.07% Added +85 +85
51 Brookstone Capital Management 0.00% of their portfolio WHEATON, IL 7,2667.3k $312.1k $312.1k 0.00% Reduced -2.7k -2,710
52 Kingsview Wealth Management, LLC 0.00% of their portfolio GRANTS PASS, OR 6,8256.8k $293.1k $293.1k 0.00% Unchanged
53 Main Street Financial Solutions, LLC 0.02% of their portfolio NEWTOWN, PA 6,7456.7k $289.7k $289.7k 0.02% Reduced -400 -400
54 IMG Wealth Management, Inc. 0.18% of their portfolio JACKSONVILLE, FL 6,5706.6k $282.2k $282.2k 0.18% Unchanged
55 Bouchey Financial Group, Ltd. 0.02% of their portfolio TROY, NY 6,3786.4k $273.9k $273.9k 0.02% Reduced -49 -49
56 Lakeridge Wealth Management LLC 0.12% of their portfolio MENTOR, OH 6,2056.2k $266.5k $266.5k 0.12% Unchanged
57 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 5,6655.7k $243.0k $243.0k 0.00% Reduced -600 -600
58 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 5,3625.4k $230.3k $230.3k 0.00% Unchanged
59 LVZ, Inc. 0.02% of their portfolio Holland, MI 5,1285.1k $220.2k $220.2k 0.02% Unchanged
60 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 4,7924.8k $205.8k $205.8k 0.00% Added +17 +17
61 Aurora Private Wealth, Inc. 0.13% of their portfolio ROCKAWAY, NJ 4,7294.7k $203.0k $203.0k 0.13% First filing
62 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 4,6194.6k $198.4k $198.4k 0.00% Reduced -124 -124
63 Pinnacle Wealth Planning Services, Inc. 0.02% of their portfolio MANSFIELD, OH 4,2554.3k $182.8k $182.8k 0.02% New
64 DHJJ Financial Advisors, Ltd. 0.06% of their portfolio NAPERVILLE, IL 4,2244.2k $181.4k $181.4k 0.06% Unchanged
65 LM Advisors LLC 0.72% of their portfolio SAN DIEGO, CA 4,0114.0k $93.4k $93.4k 0.72% Reduced -90.4k -90,369
66 Integrity Financial Corp /WA 0.08% of their portfolio JACKSON, WY 3,6813.7k $158.1k $158.1k 0.08% Unchanged
67 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,3531.4k $58.1k $58.1k 0.00% Reduced -117 -117
68 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,3461.3k $57.8k $57.8k 0.00% New
69 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 1,1801.2k $50.7k $50.7k 0.00% Unchanged
70 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 735735 $31.6k $31.6k 0.00% Unchanged
71 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 181181 $7.8k $7.8k 0.00% Unchanged
72 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 148148 $6.0k $6.0k 0.00% Unchanged