Vault-13

FIRST TR EXCHNG TRADED FD VI FAPR

FT VEST US EQT · ETP · CUSIP 33740U885

67 institutional holders +0 vs Q4 2022
4,955,1095.0m shares reported held*
$153.1mreported value*
8 new 15 added 34 reduced 8 sold out net sold ≈ $2.9m (-92.3k 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 ($567.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $30.91.

Trends to Q1 2023

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 70Q4 22: 67Q1 23: 6767Q3 22Q4 22Q1 23
Numbers
QuarterHolders
Q3 202270
Q4 202267
Q1 202367

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q4 22: 16 bought or addedQ4 22: 37 cut or sold outQ4 22Q1 23: 23 bought or addedQ1 23: 42 cut or sold outQ1 23
Numbers
QuarterBought or addedCut or sold out
Q4 20221637
Q1 20232342

Biggest buyers

Truadvice, LLC Added +75,058+75.1k
CreativeOne Wealth, LLC New +58,026+58.0k
NewEdge Advisors, LLC Added +36,580+36.6k
TOWNSQUARE CAPITAL LLC Added +23,986+24.0k
LPL Financial LLC Added +23,185+23.2k
Cetera Investment Advisers Added +10,091+10.1k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC New +9,833+9.8k
Sage Capital Advisors,llc New +8,930+8.9k
KESTRA PRIVATE WEALTH SERVICES, LLC New +7,210+7.2k
1ST SOURCE BANK New +6,817+6.8k

Biggest sellers

Epic Trust Investment Advisors, LLC Sold out -61,074-61.1k
Legacy Private Trust Co. Reduced -52,046-52.0k
Janney Montgomery Scott LLC Reduced -25,753-25.8k
CITADEL ADVISORS LLC Sold out -21,076-21.1k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -19,145-19.1k
SMART Wealth LLC Reduced -17,924-17.9k
Mason & Associates Inc Reduced -17,596-17.6k
OSAIC HOLDINGS, INC. Reduced -17,208-17.2k
OLD MISSION CAPITAL LLC Reduced -15,569-15.6k
B. Riley Wealth Advisors, Inc. Reduced -13,900-13.9k

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 -5.2 pts · filed 2026-06-05 70.5% -5.2 pts 17.1m≈ $801.3m 2026-06-05

Holders, Q1 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Mason & Associates Inc 12.75% of their portfolio LOS ANGELES, CA 1,349,1621.3m $41.7m $41.7m 12.75% Reduced -17.6k -17,596
2 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 472,004472.0k $14.6m $14.6m 0.03% Reduced -17.2k -17,208
3 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 334,791334.8k $10.3m $10.3m 0.00% Added +5.0k +5,028
4 Atria Investments, Inc 0.19% of their portfolio Charlotte, NC 331,428331.4k $10.2m $10.2m 0.19% Added +3.0k +2,969
5 AE Wealth Management LLC 0.04% of their portfolio TOPEKA, KS 177,670177.7k $5.5m $5.5m 0.04% Added +2.6k +2,599
6 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 176,023176.0k $5.4m $5.4m 0.01% Reduced -4.5k -4,530
7 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 170,371170.4k $5.3m $5.3m 0.01% Reduced -8.5k -8,457
8 Valtinson Bruner Financial Planning LLC 2.97% of their portfolio NEW BRIGHTON, MN 168,528168.5k $5.2m $5.2m 2.97% Reduced -2.7k -2,683
9 OneDigital Investment Advisors LLC 0.10% of their portfolio OVERLAND PARK, KS 137,168137.2k $4.2m $4.2m 0.10% Reduced -10.2k -10,171
10 OGOREK ANTHONY JOSEPH /NY/ /ADV 1.70% of their portfolio WILLIAMSVILLE, NY 134,493134.5k $4.2m $4.2m 1.70% Unchanged
11 Tanglewood Legacy Advisors, LLC 2.32% of their portfolio HOUSTON, TX 117,883117.9k $3.6m $3.6m 2.32% Reduced -661 -661
12 SMART Wealth LLC 2.92% of their portfolio Omaha, NE 107,263107.3k $3.3m $3.3m 2.92% Reduced -17.9k -17,924
13 Truadvice, LLC 1.16% of their portfolio SARASOTA, FL 93,55893.6k $2.9m $2.9m 1.16% Added +75.1k +75,058
14 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 68,07668.1k $2.1m $2.1m 0.01% Reduced -9.6k -9,552
15 NewEdge Advisors, LLC 0.03% of their portfolio NEW ORLEANS, LA 66,51466.5k $2.1m $2.1m 0.03% Added +36.6k +36,580
16 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 63,73263.7k $2.0m $2.0m 0.01% Reduced -25.8k -25,753
17 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 62,46562.5k $1.9m $1.9m 0.00% Reduced -4.9k -4,910
18 HARBOUR INVESTMENTS, INC. 0.10% of their portfolio MADISON, WI 60,83660.8k $1.9m $1.9m 0.10% Reduced -8.8k -8,845
19 CreativeOne Wealth, LLC 0.09% of their portfolio OVERLAND PARK, KS 58,02658.0k $1.8m $1.8m 0.09% New
20 TOWNSQUARE CAPITAL LLC 0.03% of their portfolio Lehi, UT 47,17647.2k $1.5m $1.5m 0.03% Added +24.0k +23,986
21 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 45,75345.8k $1.4m $1.4m 0.02% Reduced -605 -605
22 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 41,95742.0k $1.3m $1.3m 0.00% Added +23.2k +23,185
23 FSB PREMIER WEALTH MANAGEMENT, INC. 0.63% of their portfolio WATERLOO, IA 36,80936.8k $1.1m $1.1m 0.63% Reduced -1.9k -1,923
24 B. Riley Wealth Advisors, Inc. 0.02% of their portfolio MEMPHIS, TN 29,99030.0k $926.4k $926.4k 0.02% Reduced -13.9k -13,900
25 Fragasso Financial Advisors Inc 0.11% of their portfolio SEWICKLEY, PA 29,86329.9k $922.5k $922.5k 0.11% Unchanged
26 Cetera Advisors LLC 0.02% of their portfolio DENVER, CO 29,22829.2k $902.9k $902.9k 0.02% Added +3.9k +3,851
27 MTM Investment Management, LLC 0.46% of their portfolio SPARTANBURG, SC 28,82028.8k $890.2k $890.2k 0.46% Reduced -475 -475
28 WEDBUSH SECURITIES INC 0.04% of their portfolio PASADENA, CA 27,84627.8k $860.0k $860.0k 0.04% Added +6.2k +6,214
29 Cetera Advisor Networks LLC 0.01% of their portfolio EL SEGUNDO, CA 26,93426.9k $832.0k $832.0k 0.01% Added +1.5k +1,457
30 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.24% of their portfolio BLUE BELL, PA 25,52525.5k $788.5k $788.5k 0.24% Reduced -118 -118
31 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 25,44925.4k $786.1k $786.1k 0.00% Reduced -12.0k -11,995
32 McKinley Carter Wealth Services, Inc. 0.06% of their portfolio WHEELING, WV 24,92024.9k $769.8k $769.8k 0.06% Reduced -810 -810
33 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 23,61623.6k $729.5k $729.5k 0.01% Added +10.1k +10,091
34 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 22,80922.8k $705.0k $705.0k 0.00% Added +3.6k +3,556
35 Aurora Private Wealth, Inc. 0.74% of their portfolio ROCKAWAY, NJ 22,59022.6k $698.0k $698.0k 0.74% Unchanged
36 Keystone Wealth Services, LLC 0.27% of their portfolio PALM DESERT, CA 21,67721.7k $669.6k $669.6k 0.27% Unchanged
37 Integrity Financial Corp /WA 0.50% of their portfolio JACKSON, WY 19,52019.5k $603.0k $603.0k 0.50% Unchanged
38 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.04% of their portfolio BIRMINGHAM, AL 18,25718.3k $564.0k $564.0k 0.04% Added +34 +34
39 WORLD EQUITY GROUP, INC. 0.08% of their portfolio SCHAUMBURG, IL 16,86316.9k $567.0k $567.0k 0.08% Reduced -8.0k -8,018
40 Main Street Financial Solutions, LLC 0.07% of their portfolio NEWTOWN, PA 16,03016.0k $495.2k $495.2k 0.07% Unchanged
41 Patriot Financial Group Insurance Agency, LLC 0.09% of their portfolio Westborough, MA 15,14015.1k $467.7k $467.7k 0.09% Unchanged
42 LINCOLN NATIONAL CORP 0.01% of their portfolio RADNOR, PA 14,68314.7k $453.6k $453.6k 0.01% Added +4.8k +4,802
43 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 13,18513.2k $407.3k $407.3k 0.01% Reduced -492 -492
44 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.04% of their portfolio CEDAR RAPIDS, IA 13,08113.1k $404.1k $404.1k 0.04% Reduced -5.5k -5,522
45 Sunbelt Securities, Inc. 0.06% of their portfolio HOUSTON, TX 12,91512.9k $397.8k $397.8k 0.06% Unchanged
46 DHJJ Financial Advisors, Ltd. 0.21% of their portfolio NAPERVILLE, IL 12,42112.4k $383.7k $383.7k 0.21% Reduced -495 -495
47 CENTAURUS FINANCIAL, INC. 0.03% of their portfolio ANAHEIM, CA 11,21011.2k $346.0k $346.0k 0.03% Reduced -192 -192
48 FLAGSTAR SECURITIES, INC 0.13% of their portfolio New York, NY 11,20011.2k $346.0k $346.0k 0.13% Reduced -1.6k -1,600
49 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 11,10411.1k $343.0k $343.0k 0.00% Reduced -65 -65
50 AdvisorNet Financial, Inc 0.03% of their portfolio MINNETONKA, MN 10,90010.9k $336.7k $336.7k 0.03% Reduced -6.0k -6,050
51 Mariner, LLC 0.00% of their portfolio Overland Park, KS 10,69810.7k $330.0k $330.0k 0.00% Added +10 +10
52 Summit Financial Wealth Advisors, LLC 0.08% of their portfolio Lafayette, LA 10,36510.4k $320.2k $320.2k 0.08% Reduced -1.0k -1,000
53 Capital Asset Advisory Services LLC 0.02% of their portfolio Williamston, MI 10,17910.2k $314.4k $314.4k 0.02% Reduced -541 -541
54 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 9,8339.8k $303.7k $303.7k 0.00% New
55 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 9,6099.6k $296.8k $296.8k 0.00% Reduced -194 -194
56 Sage Capital Advisors,llc 0.11% of their portfolio SIOUX FALLS, SD 8,9308.9k $275.8k $275.8k 0.11% New
57 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 7,6567.7k $236.5k $236.5k 0.01% Reduced -15.6k -15,569
58 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 7,2107.2k $222.7k $222.7k 0.01% New
59 Legacy Private Trust Co. 0.02% of their portfolio NEENAH, WI 6,8326.8k $211.0k $211.0k 0.02% Reduced -52.0k -52,046
60 1ST SOURCE BANK 0.01% of their portfolio SOUTH BEND, IN 6,8176.8k $210.6k $210.6k 0.01% New
61 Bouchey Financial Group, Ltd. 0.03% of their portfolio TROY, NY 6,7856.8k $209.0k $209.0k 0.03% New
62 Ameritas Advisory Services, LLC 0.01% of their portfolio Lincoln, NE 6,4506.5k $199.8k $199.8k 0.01% New
63 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 4,1514.2k $124.6k $124.6k 0.01% Reduced -7.9k -7,941
64 Avior Wealth Management, LLC 0.01% of their portfolio OMAHA, NE 3,7343.7k $115.3k $115.3k 0.01% New
65 UBS Group AG 0.00% of their portfolio ZURICH, V8 3,2613.3k $100.7k $100.7k 0.00% Reduced -1.2k -1,188
66 Archer Investment Corp 0.02% of their portfolio Carmel, IN 1,7001.7k $52.5k $52.5k 0.02% Unchanged
67 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 300300 $9.3k $9.3k 0.00% Unchanged