Vault-13

FIRST TR EXCHNG TRADED FD VI YJUN

FT VEST INT JUNE · ETP · CUSIP 33740U869

69 institutional holders +0 vs Q1 2026
2,723,8732.7m shares reported held*
$72.0mreported value*
9 new 19 added 27 reduced 7 sold out net sold ≈ $18.0m (-667.3k 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 ($38.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $26.42.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 22Q4 22: 24Q1 23: 30Q2 23: 36Q3 23: 55Q4 23: 59Q1 24: 53Q2 24: 51Q3 24: 63Q4 24: 65Q1 25: 60Q2 25: 67Q3 25: 74Q4 25: 73Q1 26: 69Q2 26: 6969Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202222
Q4 202224
Q1 202330
Q2 202336
Q3 202355
Q4 202359
Q1 202453
Q2 202451
Q3 202463
Q4 202465
Q1 202560
Q2 202567
Q3 202574
Q4 202573
Q1 202669
Q2 202669

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q3 24: 35 bought or addedQ3 24: 19 cut or sold outQ4 24: 24 bought or addedQ4 24: 29 cut or sold outQ4 24Q1 25: 14 bought or addedQ1 25: 40 cut or sold outQ2 25: 40 bought or addedQ2 25: 27 cut or sold outQ2 25Q3 25: 37 bought or addedQ3 25: 27 cut or sold outQ4 25: 17 bought or addedQ4 25: 39 cut or sold outQ4 25Q1 26: 13 bought or addedQ1 26: 41 cut or sold outQ2 26: 28 bought or addedQ2 26: 34 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20243519
Q4 20242429
Q1 20251440
Q2 20254027
Q3 20253727
Q4 20251739
Q1 20261341
Q2 20262834

Biggest buyers

LPL Financial LLC Added +89,325+89.3k
Sequent Planning LLC New +87,809+87.8k
Csenge Advisory Group New +42,984+43.0k
Cetera Investment Advisers Added +24,530+24.5k
Kovack Advisors, Inc. New +16,158+16.2k
Diligent Investors, LLC Added +11,000+11.0k
CreativeOne Wealth, LLC New +9,692+9.7k
Luken Investment Analytics, LLC Added +9,125+9.1k
PARK AVENUE SECURITIES LLC Added +6,805+6.8k
FIDUCIARY FINANCIAL ADVISORS New +5,924+5.9k

Biggest sellers

COMMONWEALTH EQUITY SERVICES, LLC Reduced -397,962-398.0k
RAYMOND JAMES FINANCIAL INC Reduced -332,556-332.6k
OSAIC HOLDINGS, INC. Reduced -49,707-49.7k
Orion Porfolio Solutions, LLC Reduced -46,820-46.8k
Financial Engines Advisors L.L.C. Reduced -36,110-36.1k
Clear Creek Financial Management, LLC Sold out -32,628-32.6k
OLD MISSION CAPITAL LLC Sold out -20,308-20.3k
Clear Point Advisors Inc. Sold out -13,080-13.1k
US BANCORP \DE\ Reduced -11,635-11.6k
SILVER OAK SECURITIES, INCORPORATED Reduced -9,863-9.9k

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.

HolderStakeChangeShares Last filed
FIRST TRUST PORTFOLIOS LP 13G · institution +2.3 pts · filed 2026-10-19 30.7% +2.3 pts 1.7m≈ $44.9m 2026-10-19

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 318,805318.8k $8.5m $8.5m 0.01% Added +24.5k +24,530
2 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 286,708286.7k $7.7m $7.7m 0.00% Reduced -332.6k -332,556
3 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 169,766169.8k $4.5m $4.5m 0.01% Reduced -398.0k -397,962
4 Maltin Wealth Management, Inc. 1.44% of their portfolio RIDGEWOOD, NJ 160,766160.8k $4.3m $4.3m 1.44% Reduced -4.4k -4,390
5 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 139,674139.7k $3.7m $3.7m 0.00% Reduced -4.0k -4,026
6 Grant Street Asset Management, Inc. 0.49% of their portfolio CANONSBURG, PA 111,886111.9k $3.0m $3.0m 0.49% Reduced -8.4k -8,353
7 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 110,940110.9k $3.0m $3.0m 0.00% Reduced -11.6k -11,635
8 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 106,187106.2k $2.8m $2.8m 0.00% Reduced -49.7k -49,707
9 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 103,308103.3k $2.8m $2.8m 0.00% Added +89.3k +89,325
10 Sequent Planning LLC 0.50% of their portfolio OMAHA, NE 87,80987.8k $2.4m $2.4m 0.50% New
11 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 64,47964.5k $1.7m $1.7m 0.00% Reduced -2.1k -2,109
12 Financial Engines Advisors L.L.C. 0.00% of their portfolio SANTA CLARA, CA 64,44064.4k $1.7m $1.7m 0.00% Reduced -36.1k -36,110
13 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 61,05561.1k $1.6m $1.6m 0.01% Reduced -2.6k -2,622
14 SILVER OAK SECURITIES, INCORPORATED 0.10% of their portfolio JACKSON, TN 60,49260.5k $1.6m $1.6m 0.10% Reduced -9.9k -9,863
15 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 51,63351.6k $327.0k $327.0k 0.00% Added +5.8k +5,837
16 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 48,40048.4k $1.3m $1.3m 0.02% Added +561 +561
17 Cypress Wealth Services, LLC 0.16% of their portfolio PALM DESERT, CA 47,51947.5k $1.3m $1.3m 0.16% Unchanged
18 Ignite Planners, LLC 0.16% of their portfolio SAN CLEMENTE, CA 43,63743.6k $1.2m $1.2m 0.16% Added +680 +680
19 Csenge Advisory Group 0.05% of their portfolio CLEARWATER, FL 42,98443.0k $1.2m $1.2m 0.05% New
20 NorthCrest Asset Manangement, LLC 0.03% of their portfolio PLYMOUTH, MN 39,56439.6k $1.1m $1.1m 0.03% Added +4.5k +4,474
21 Main Street Financial Solutions, LLC 0.07% of their portfolio NEWTOWN, PA 37,84437.8k $1.0m $1.0m 0.07% Added +150 +150
22 WEALTHGARDEN F.S. LLC 0.56% of their portfolio EL SEGUNDO, CA 36,59436.6k $980.7k $980.7k 0.56% Unchanged
23 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 36,48736.5k $977.9k $977.9k 0.01% Reduced -46.8k -46,820
24 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 29,07229.1k $779.1k $779.1k 0.01% Added +5.6k +5,626
25 SECURED RETIREMENT ADVISORS, LLC 0.38% of their portfolio ST LOUIS PARK, MN 27,79127.8k $744.8k $744.8k 0.38% Reduced -3.4k -3,391
26 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 25,13925.1k $673.7k $673.7k 0.01% Reduced -3.3k -3,341
27 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 23,97324.0k $642.0k $642.0k 0.00% Added +6.8k +6,805
28 SOA Wealth Advisors, LLC. 0.10% of their portfolio NEW YORK, NY 22,69222.7k $608.1k $608.1k 0.10% Added +656 +656
29 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 21,86821.9k $586.1k $586.1k 0.00% Added +1.9k +1,924
30 Diligent Investors, LLC 0.13% of their portfolio REDLANDS, CA 21,40021.4k $573.5k $573.5k 0.13% Added +11.0k +11,000
31 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 18,70418.7k $501.3k $501.3k 0.00% Reduced -1.4k -1,350
32 Nvest Financial, LLC 0.16% of their portfolio PORTSMOUTH, NH 18,62118.6k $499.0k $499.0k 0.16% Reduced -71 -71
33 Visionary Wealth Advisors 0.02% of their portfolio O'FALLON, IL 17,90817.9k $479.9k $479.9k 0.02% Unchanged
34 Kovack Advisors, Inc. 0.02% of their portfolio FT. LAUDERDALE, FL 16,15816.2k $432.3k $432.3k 0.02% New
35 Avidian Wealth Enterprises, LLC 0.01% of their portfolio Houston, TX 15,70215.7k $420.8k $420.8k 0.01% Added +215 +215
36 Mariner, LLC 0.00% of their portfolio Overland Park, KS 15,70015.7k $420.8k $420.8k 0.00% Reduced -1.5k -1,535
37 KINGSWOOD WEALTH ADVISORS, LLC 0.02% of their portfolio SAN DIEGO, CA 15,63815.6k $419.1k $419.1k 0.02% Reduced -817 -817
38 DHJJ Financial Advisors, Ltd. 0.12% of their portfolio NAPERVILLE, IL 15,52015.5k $415.9k $415.9k 0.12% Added +3.5k +3,478
39 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 15,42315.4k $413.3k $413.3k 0.00% Reduced -500 -500
40 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 14,29114.3k $383.0k $383.0k 0.01% Added +1.1k +1,110
41 BFI Wealth Solutions, LLC 0.28% of their portfolio DALLAS, TX 13,93913.9k $373.6k $373.6k 0.28% Added +1.5k +1,500
42 FORTRESS PRIVATE LEDGER, LLC 0.09% of their portfolio RALEIGH, NC 12,81512.8k $343.4k $343.4k 0.09% Reduced -506 -506
43 WINNACLE WEALTH LLC 0.22% of their portfolio WACO, TX 11,96612.0k $320.7k $320.7k 0.22% Reduced -253 -253
44 Prosperity Consulting Group, LLC 0.01% of their portfolio OWINGS MILLS, MD 11,10411.1k $297.6k $297.6k 0.01% Unchanged
45 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 10,30010.3k $276.0k $276.0k 0.00% Unchanged
46 KINTRA WEALTH, LLC 0.01% of their portfolio WILLIAMSPORT, PA 10,25710.3k $282.9k $282.9k 0.01% Added +389 +389
47 Integrity Financial Corp /WA 0.13% of their portfolio JACKSON, WY 9,95910.0k $266.9k $266.9k 0.13% Reduced -2.2k -2,192
48 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 9,6929.7k $259.7k $259.7k 0.01% New
49 Arkadios Wealth Advisors 0.00% of their portfolio ATLANTA, GA 9,4909.5k $254.3k $254.3k 0.00% Unchanged
50 Luken Investment Analytics, LLC 0.09% of their portfolio BRENTWOOD, TN 9,1399.1k $244.9k $244.9k 0.09% Added +9.1k +9,125
51 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 8,5078.5k $227.9k $227.9k 0.00% Added +1.9k +1,922
52 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 8,2408.2k $220.8k $220.8k 0.00% Reduced -236 -236
53 Pinnacle Wealth Planning Services, Inc. 0.02% of their portfolio MANSFIELD, OH 7,9508.0k $213.1k $213.1k 0.02% Reduced -1.0k -1,000
54 Capital Investment Advisory Services, LLC 0.01% of their portfolio RALEIGH, NC 6,6756.7k $178.9k $178.9k 0.01% Reduced -699 -699
55 OGOREK ANTHONY JOSEPH /NY/ /ADV 0.04% of their portfolio WILLIAMSVILLE, NY 6,1686.2k $165.0k $165.0k 0.04% Unchanged
56 FIDUCIARY FINANCIAL ADVISORS 0.02% of their portfolio GRAND RAPIDS, MI 5,9245.9k $158.8k $158.8k 0.02% New
57 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 1,5931.6k $42.7k $42.7k 0.00% Reduced -249 -249
58 Fairman Group, LLC 0.02% of their portfolio CHESTERBROOK, PA 1,0911.1k $29.2k $29.2k 0.02% Unchanged
59 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 925925 $24.8k $24.8k 0.00% New
60 Noble Wealth Management PBC 0.01% of their portfolio GREENWOOD VILLAGE, CO 898898 $24.1k $24.1k 0.01% Unchanged
61 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 632632 $16.9k $16.9k 0.00% Reduced -95 -95
62 Decker Retirement Planning Inc. 0.01% of their portfolio LEVI, UT 614614 $16.5k $16.5k 0.01% Unchanged
63 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 295295 $7.9k $7.9k 0.00% New
64 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 249249 $6.7k $6.7k 0.00% Unchanged
65 Park Square Financial Group, LLC 0.02% of their portfolio ROSWELL, GA 9898 $2.6k $2.6k 0.02% New
66 HAZLETT, BURT & WATSON, INC. 0.00% of their portfolio WHEELING, WV 7171 $2.0k $2.0k 0.00% Unchanged
67 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 6767 $1.8k $1.8k 0.00% New
68 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 5353 $1.4k $1.4k 0.00% First filing
69 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 88 $214 $214 0.00% Unchanged