Vault-13

FIRST TR EXCHNG TRADED FD VI XJUN

FT VEST U.S · ETP · CUSIP 33740U844

77 institutional holders +5 vs Q4 2025
2,616,2892.6m shares reported held*
$112.4mreported value*
11 new 10 added 33 reduced 5 sold out net bought ≈ $11.4m (+266.1k 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 ≈ $42.98.

Trends to Q1 2026

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: 72Q1 26: 7777Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 202677

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 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 25Q4 25: 15 bought or addedQ4 25: 37 cut or sold outQ1 26: 21 bought or addedQ1 26: 38 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20242340
Q3 20243228
Q4 20242841
Q1 20251554
Q2 20252444
Q3 20252137
Q4 20251537
Q1 20262138

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +217,237+217.2k
Cetera Investment Advisers Added +89,632+89.6k
Signal Advisors Wealth, LLC New +26,260+26.3k
DIVERSIFY WEALTH MANAGEMENT, LLC New +25,499+25.5k
CreativeOne Wealth, LLC New +21,486+21.5k
VestGen Investment Management New +20,947+20.9k
VestGen Advisors, LLC New +19,520+19.5k
IFP Advisors, Inc Added +12,944+12.9k
U.S. Capital Wealth Advisors, LLC Added +7,932+7.9k
Atria Investments, Inc New +7,915+7.9k

Biggest sellers

Diversify Advisory Services, LLC Sold out -28,256-28.3k
Ashton Thomas Private Wealth, LLC Reduced -21,745-21.7k
GOLDMAN SACHS GROUP INC Sold out -18,678-18.7k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -18,211-18.2k
OSAIC HOLDINGS, INC. Reduced -17,997-18.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -13,817-13.8k
Legacy Edge Advisors, LLC Reduced -12,639-12.6k
FIRST TRUST ADVISORS LP Sold out -12,617-12.6k
StoneX Group Inc. Sold out -11,082-11.1k
Kestra Advisory Services, LLC Reduced -10,529-10.5k

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, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 349,887349.9k $15.0m $15.0m 0.02% Added +89.6k +89,632
2 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 316,615316.6k $13.6m $13.6m 0.02% Reduced -18.0k -17,997
3 Kestra Advisory Services, LLC 0.05% of their portfolio AUSTIN, TX 286,224286.2k $12.3m $12.3m 0.05% Reduced -10.5k -10,529
4 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 256,404256.4k $11.0m $11.0m 0.00% Added +217.2k +217,237
5 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 240,653240.7k $10.3m $10.3m 0.01% Reduced -18.2k -18,211
6 Legacy Edge Advisors, LLC 0.68% of their portfolio SYOSSET, NY 151,441151.4k $6.5m $6.5m 0.68% Reduced -12.6k -12,639
7 Mutual Advisors, LLC 0.09% of their portfolio OMAHA, NE 96,10096.1k $4.1m $4.1m 0.09% Reduced -300 -300
8 U.S. Capital Wealth Advisors, LLC 0.08% of their portfolio AUSTIN, TX 71,43471.4k $3.1m $3.1m 0.08% Added +7.9k +7,932
9 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 52,58452.6k $2.3m $2.3m 0.00% Reduced -3.9k -3,938
10 OLD MISSION CAPITAL LLC 0.04% of their portfolio CHICAGO, IL 44,13444.1k $1.9m $1.9m 0.04% Reduced -4.7k -4,722
11 Waverly Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 42,77042.8k $1.8m $1.8m 0.01% Reduced -1.9k -1,950
12 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 29,44829.4k $1.3m $1.3m 0.02% Reduced -356 -356
13 WEALTHGARDEN F.S. LLC 0.80% of their portfolio EL SEGUNDO, CA 27,23627.2k $1.2m $1.2m 0.80% Reduced -24 -24
14 Signal Advisors Wealth, LLC 0.08% of their portfolio DETROIT, MI 26,26026.3k $1.1m $1.1m 0.08% New
15 First Heartland Consultants, Inc. 0.08% of their portfolio LAKE ST. LOUIS, MO 25,56325.6k $1.1m $1.1m 0.08% Reduced -17 -17
16 DIVERSIFY WEALTH MANAGEMENT, LLC 0.02% of their portfolio SANDY, UT 25,49925.5k $1.1m $1.1m 0.02% New
17 Mariner, LLC 0.00% of their portfolio Overland Park, KS 25,09925.1k $1.1m $1.1m 0.00% Reduced -602 -602
18 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.14% of their portfolio BLUE BELL, PA 23,36123.4k $1.0m $1.0m 0.14% Reduced -172 -172
19 CreativeOne Wealth, LLC 0.02% of their portfolio OVERLAND PARK, KS 21,48621.5k $923.1k $923.1k 0.02% New
20 VestGen Investment Management 0.50% of their portfolio EGG HARBOR TOWNSHIP, NJ 20,94720.9k $899.9k $899.9k 0.50% New
21 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 20,80520.8k $893.8k $893.8k 0.02% Added +12.9k +12,944
22 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 20,20520.2k $868.1k $868.1k 0.00% Reduced -2.1k -2,098
23 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 20,16820.2k $866.0k $866.0k 0.00% Added +83 +83
24 VestGen Advisors, LLC 0.02% of their portfolio CHICAGO, IL 19,52019.5k $861.4k $861.4k 0.02% New
25 CARY STREET PARTNERS FINANCIAL LLC 0.02% of their portfolio RICHMOND, VA 18,97919.0k $815.4k $815.4k 0.02% Unchanged
26 Sequent Planning LLC 0.20% of their portfolio OMAHA, NE 18,96519.0k $814.8k $814.8k 0.20% Reduced -2.6k -2,609
27 Benson Wealth Management INC 1.05% of their portfolio OOLTEWAH, TN, TN 17,91117.9k $769.5k $769.5k 1.05% Added +957 +957
28 1776 Wealth LLC 0.29% of their portfolio ATLANTA, GA 17,43117.4k $748.9k $748.9k 0.29% Unchanged
29 QTR Family Wealth, LLC 0.30% of their portfolio LAKE MARY, FL 16,66016.7k $729.5k $729.5k 0.30% Reduced -1.6k -1,579
30 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 16,15216.2k $693.9k $693.9k 0.00% Added +1.9k +1,854
31 Diligent Investors, LLC 0.14% of their portfolio REDLANDS, CA 12,92012.9k $555.1k $555.1k 0.14% Unchanged
32 Chicago Partners Investment Group LLC 0.01% of their portfolio CHICAGO, IL 12,13512.1k $532.7k $532.7k 0.01% Unchanged
33 Pitti Group Wealth Management, LLC 0.42% of their portfolio VICTOR, NY 12,02512.0k $516.6k $516.6k 0.42% Unchanged
34 Keel Point, LLC 0.03% of their portfolio HUNTSVILLE, AL 11,63411.6k $499.8k $499.8k 0.03% Unchanged
35 Foguth Wealth Management, LLC. 0.06% of their portfolio BRIGHTON, MI 11,16811.2k $494.5k $494.5k 0.06% Reduced -657 -657
36 SILVER OAK SECURITIES, INCORPORATED 0.03% of their portfolio JACKSON, TN 11,02611.0k $473.7k $473.7k 0.03% Unchanged
37 SageGuard Financial Group, LLC 0.07% of their portfolio GOODLETTSVILLE, TN 10,48310.5k $450.4k $450.4k 0.07% Reduced -2.3k -2,264
38 Grant Street Asset Management, Inc. 0.09% of their portfolio CANONSBURG, PA 10,46410.5k $449.6k $449.6k 0.09% Unchanged
39 Private Advisory Group LLC 0.03% of their portfolio REDMOND, WA 9,0109.0k $387.1k $387.1k 0.03% Unchanged
40 Icon Wealth Advisors, LLC 0.03% of their portfolio HOUSTON, TX 8,9348.9k $393.0k $393.0k 0.03% Reduced -27 -27
41 PFS Partners, LLC 0.17% of their portfolio MINE HILL, NJ 8,6068.6k $369.7k $369.7k 0.17% Reduced -202 -202
42 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 8,5088.5k $365.5k $365.5k 0.00% Reduced -3.2k -3,250
43 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 8,4418.4k $362.6k $362.6k 0.00% Reduced -13.8k -13,817
44 TopTier Wealth Management, LLC 0.22% of their portfolio MUSKEGO, WI 8,4038.4k $361.0k $361.0k 0.22% Unchanged
45 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 8,3368.3k $358.1k $358.1k 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 Millington Financial Advisors, LLC 0.15% of their portfolio NAPERVILLE, IL 8,1568.2k $358.6k $358.6k 0.15% Reduced -700 -700
48 Cambridge Advisors Inc. 0.07% of their portfolio OMAHA, NE 7,9808.0k $342.8k $342.8k 0.07% Unchanged
49 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 7,9157.9k $340.0k $340.0k 0.00% New
50 REAP Financial Group, LLC 0.07% of their portfolio AUSTIN, TX 7,8727.9k $338.2k $338.2k 0.07% Added +11 +11
51 HBK Sorce Advisory LLC 0.01% of their portfolio ERIE, PA 7,3117.3k $322.7k $322.7k 0.01% Reduced -625 -625
52 Brookstone Capital Management 0.00% of their portfolio WHEATON, IL 6,9216.9k $297.3k $297.3k 0.00% Reduced -345 -345
53 Main Street Financial Solutions, LLC 0.02% of their portfolio NEWTOWN, PA 6,7456.7k $289.8k $289.8k 0.02% Unchanged
54 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 6,7096.7k $288.2k $288.2k 0.00% New
55 Kingsview Wealth Management, LLC 0.00% of their portfolio GRANTS PASS, OR 6,5756.6k $282.5k $282.5k 0.00% Reduced -250 -250
56 Bouchey Financial Group, Ltd. 0.02% of their portfolio TROY, NY 6,3616.4k $277.5k $277.5k 0.02% Reduced -17 -17
57 Lakeridge Wealth Management LLC 0.11% of their portfolio MENTOR, OH 6,2056.2k $266.6k $266.6k 0.11% Unchanged
58 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 6,1506.2k $264.0k $264.0k 0.00% Added +485 +485
59 IMG Wealth Management, Inc. 0.17% of their portfolio JACKSONVILLE, FL 6,0396.0k $259.4k $259.4k 0.17% Reduced -531 -531
60 LVZ, Inc. 0.03% of their portfolio Holland, MI 5,1285.1k $220.3k $220.3k 0.03% Unchanged
61 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 4,8144.8k $206.8k $206.8k 0.00% Added +22 +22
62 BAM Wealth Management, LLC 0.15% of their portfolio LAKEWOOD, CO 4,8084.8k $206.6k $206.6k 0.15% New
63 Aurora Private Wealth, Inc. 0.14% of their portfolio ROCKAWAY, NJ 4,7294.7k $203.0k $203.0k 0.14% Unchanged
64 Pinnacle Wealth Planning Services, Inc. 0.02% of their portfolio MANSFIELD, OH 4,2554.3k $182.8k $182.8k 0.02% Unchanged
65 DHJJ Financial Advisors, Ltd. 0.06% of their portfolio NAPERVILLE, IL 4,2244.2k $181.5k $181.5k 0.06% Unchanged
66 LM Advisors LLC 0.52% of their portfolio SAN DIEGO, CA 4,0034.0k $93.2k $93.2k 0.52% Reduced -8 -8
67 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 3,9584.0k $170.0k $170.0k 0.00% Reduced -661 -661
68 Integrity Financial Corp /WA 0.08% of their portfolio JACKSON, WY 3,6813.7k $158.1k $158.1k 0.08% Unchanged
69 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,3531.4k $58.1k $58.1k 0.00% Unchanged
70 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 1,1401.1k $49.0k $49.0k 0.00% New
71 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 777777 $33.0k $33.0k 0.00% New
72 Ashton Thomas Private Wealth, LLC 0.00% of their portfolio SCOTTSDALE, AZ 681681 $29.3k $29.3k 0.00% Reduced -21.7k -21,745
73 UBS Group AG 0.00% of their portfolio ZURICH, V8 679679 $29.2k $29.2k 0.00% Reduced -667 -667
74 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 525525 $22.6k $22.6k 0.00% Reduced -655 -655
75 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 181181 $7.8k $7.8k 0.00% Unchanged
76 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 148148 $6.0k $6.0k 0.00% Unchanged
77 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 1414 $601 $601 0.00% New