Vault-13

FIRST TR EXCHNG TRADED FD VI FAPR

FT VEST US EQT · ETP · CUSIP 33740U885

82 institutional holders +15 vs Q1 2023
6,279,3266.3m shares reported held*
$206.0mreported value*
19 new 35 added 19 reduced 7 sold out net bought ≈ $38.0m (+1.2m 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 ≈ $32.81.

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 70Q4 22: 67Q1 23: 67Q2 23: 8282Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 202270
Q4 202267
Q1 202367
Q2 202382

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 22: 16 bought or addedQ4 22: 37 cut or sold outQ4 22Q1 23: 23 bought or addedQ1 23: 42 cut or sold outQ1 23Q2 23: 54 bought or addedQ2 23: 26 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 20221637
Q1 20232342
Q2 20235426

Biggest buyers

Sterling Manor Financial, LLC New +289,762+289.8k
COMMONWEALTH EQUITY SERVICES, LLC Added +216,558+216.6k
Wealthcare Advisory Partners LLC New +206,031+206.0k
RiverTree Advisors, LLC New +134,358+134.4k
StoneX Group Inc. New +116,621+116.6k
STEPHENS INC /AR/ New +106,400+106.4k
GDS Wealth Management New +84,661+84.7k
CWM, LLC New +68,147+68.1k
Atria Investments, Inc Added +66,363+66.4k
Epic Trust Investment Advisors, LLC New +59,508+59.5k

Biggest sellers

ENVESTNET ASSET MANAGEMENT INC Reduced -178,965-179.0k
TRUIST FINANCIAL CORP Reduced -63,023-63.0k
CreativeOne Wealth, LLC Reduced -43,800-43.8k
SMART Wealth LLC Reduced -42,111-42.1k
AE Wealth Management LLC Reduced -29,917-29.9k
HARBOUR INVESTMENTS, INC. Reduced -22,616-22.6k
Janney Montgomery Scott LLC Reduced -22,018-22.0k
ROYAL BANK OF CANADA Reduced -13,683-13.7k
NATIONS FINANCIAL GROUP INC, /IA/ /ADV Sold out -13,081-13.1k
Cetera Investment Advisers Reduced -11,352-11.4k

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, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Mason & Associates Inc 12.98% of their portfolio LOS ANGELES, CA 1,340,1301.3m $44.0m $44.0m 12.98% Reduced -9.0k -9,032
2 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 477,293477.3k $15.7m $15.7m 0.03% Added +5.3k +5,289
3 Atria Investments, Inc 0.24% of their portfolio Charlotte, NC 397,791397.8k $13.1m $13.1m 0.24% Added +66.4k +66,363
4 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 392,581392.6k $12.9m $12.9m 0.03% Added +216.6k +216,558
5 Sterling Manor Financial, LLC 8.02% of their portfolio Saratoga Springs, NY 289,762289.8k $9.5m $9.5m 8.02% New
6 Wealthcare Advisory Partners LLC 0.30% of their portfolio WEST CHESTER, PA 206,031206.0k $6.8m $6.8m 0.30% New
7 Valtinson Bruner Financial Planning LLC 3.04% of their portfolio NEW BRIGHTON, MN 171,827171.8k $5.6m $5.6m 3.04% Added +3.3k +3,299
8 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 155,826155.8k $5.1m $5.1m 0.00% Reduced -179.0k -178,965
9 AE Wealth Management LLC 0.03% of their portfolio TOPEKA, KS 147,753147.8k $4.8m $4.8m 0.03% Reduced -29.9k -29,917
10 OneDigital Investment Advisors LLC 0.10% of their portfolio OVERLAND PARK, KS 140,268140.3k $4.6m $4.6m 0.10% Added +3.1k +3,100
11 OGOREK ANTHONY JOSEPH /NY/ /ADV 1.69% of their portfolio WILLIAMSVILLE, NY 134,604134.6k $4.4m $4.4m 1.69% Added +111 +111
12 RiverTree Advisors, LLC 3.17% of their portfolio WINTER PARK, FL 134,358134.4k $4.4m $4.4m 3.17% New
13 Truadvice, LLC 1.55% of their portfolio SARASOTA, FL 127,367127.4k $4.2m $4.2m 1.55% Added +33.8k +33,809
14 Tanglewood Legacy Advisors, LLC 2.24% of their portfolio HOUSTON, TX 117,883117.9k $3.9m $3.9m 2.24% Unchanged
15 StoneX Group Inc. 0.40% of their portfolio NEW YORK, NY 116,621116.6k $3.8m $3.8m 0.40% New
16 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 107,348107.3k $3.5m $3.5m 0.01% Reduced -63.0k -63,023
17 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 107,058107.1k $3.5m $3.5m 0.01% First filing
18 STEPHENS INC /AR/ 0.06% of their portfolio LITTLE ROCK, AR 106,400106.4k $3.5m $3.5m 0.06% New
19 GDS Wealth Management 0.45% of their portfolio FLOWER MOUND, TX 84,66184.7k $2.8m $2.8m 0.45% New
20 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 82,88682.9k $2.7m $2.7m 0.01% Added +14.8k +14,810
21 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 74,30074.3k $2.4m $2.4m 0.00% Added +11.8k +11,835
22 CWM, LLC 0.01% of their portfolio OMAHA, NE 68,14768.1k $2.2m $2.2m 0.01% New
23 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 66,34366.3k $2.2m $2.2m 0.02% Added +20.6k +20,590
24 SMART Wealth LLC 1.61% of their portfolio Omaha, NE 65,15265.2k $2.1m $2.1m 1.61% Reduced -42.1k -42,111
25 Epic Trust Investment Advisors, LLC 2.77% of their portfolio RICHLAND, WA 59,50859.5k $2.0m $2.0m 2.77% New
26 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 57,31957.3k $1.9m $1.9m 0.02% Reduced -9.2k -9,195
27 TOWNSQUARE CAPITAL LLC 0.03% of their portfolio Lehi, UT 46,99447.0k $1.5m $1.5m 0.03% Reduced -182 -182
28 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 44,53544.5k $1.5m $1.5m 0.00% Added +19.1k +19,086
29 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 43,21143.2k $1.4m $1.4m 0.00% Added +1.3k +1,254
30 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 41,71441.7k $1.4m $1.4m 0.00% Reduced -22.0k -22,018
31 Cetera Advisor Networks LLC 0.01% of their portfolio EL SEGUNDO, CA 39,63439.6k $1.3m $1.3m 0.01% Added +12.7k +12,700
32 FSB PREMIER WEALTH MANAGEMENT, INC. 0.69% of their portfolio WATERLOO, IA 38,48538.5k $1.3m $1.3m 0.69% Added +1.7k +1,676
33 HARBOUR INVESTMENTS, INC. 0.06% of their portfolio MADISON, WI 38,22038.2k $1.3m $1.3m 0.06% Reduced -22.6k -22,616
34 Keystone Wealth Services, LLC 0.40% of their portfolio PALM DESERT, CA 33,02833.0k $1.1m $1.1m 0.40% Added +11.4k +11,351
35 Cetera Advisors LLC 0.02% of their portfolio DENVER, CO 30,92630.9k $1.0m $1.0m 0.02% Added +1.7k +1,698
36 Integrity Financial Corp /WA 0.76% of their portfolio JACKSON, WY 30,72930.7k $1.0m $1.0m 0.76% Added +11.2k +11,209
37 Fragasso Financial Advisors Inc 0.11% of their portfolio SEWICKLEY, PA 30,49930.5k $1.0m $1.0m 0.11% Added +636 +636
38 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.26% of their portfolio BLUE BELL, PA 30,40630.4k $997.6k $997.6k 0.26% Added +4.9k +4,881
39 GTS SECURITIES LLC 0.03% of their portfolio NEW YORK, NY 29,65629.7k $973.0k $973.0k 0.03% First filing
40 MTM Investment Management, LLC 0.45% of their portfolio SPARTANBURG, SC 28,09528.1k $921.8k $921.8k 0.45% Reduced -725 -725
41 WEDBUSH SECURITIES INC 0.04% of their portfolio PASADENA, CA 26,49526.5k $869.0k $869.0k 0.04% Reduced -1.4k -1,351
42 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.06% of their portfolio BIRMINGHAM, AL 25,83625.8k $847.7k $847.7k 0.06% Added +7.6k +7,579
43 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 25,20725.2k $827.0k $827.0k 0.00% New
44 McKinley Carter Wealth Services, Inc. 0.06% of their portfolio WHEELING, WV 24,95225.0k $818.7k $818.7k 0.06% Added +32 +32
45 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 24,24424.2k $795.4k $795.4k 0.01% Added +14.6k +14,635
46 Mariner, LLC 0.00% of their portfolio Overland Park, KS 24,22824.2k $794.9k $794.9k 0.00% Added +13.5k +13,530
47 WORLD EQUITY GROUP, INC. 0.22% of their portfolio SCHAUMBURG, IL 22,84322.8k $749.5k $749.5k 0.22% Added +6.0k +5,980
48 Aurora Private Wealth, Inc. 0.84% of their portfolio ROCKAWAY, NJ 22,59022.6k $741.0k $741.0k 0.84% Unchanged
49 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 20,04120.0k $657.5k $657.5k 0.01% Added +8.9k +8,937
50 Main Street Financial Solutions, LLC 0.09% of their portfolio NEWTOWN, PA 19,91019.9k $653.2k $653.2k 0.09% Added +3.9k +3,880
51 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 19,11519.1k $627.2k $627.2k 0.01% Reduced -10.9k -10,875
52 Strategic Blueprint, LLC 0.06% of their portfolio ATLANTA, GA 18,07218.1k $592.9k $592.9k 0.06% New
53 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 17,88917.9k $586.9k $586.9k 0.00% New
54 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 16,62616.6k $545.0k $545.0k 0.00% New
55 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 16,56216.6k $543.4k $543.4k 0.01% Added +3.4k +3,377
56 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 14,22614.2k $467.0k $467.0k 0.01% Reduced -43.8k -43,800
57 Sunbelt Securities, Inc. 0.06% of their portfolio HOUSTON, TX 13,25013.2k $434.7k $434.7k 0.06% Added +335 +335
58 Patriot Financial Group Insurance Agency, LLC 0.08% of their portfolio Westborough, MA 13,05013.1k $428.2k $428.2k 0.08% Reduced -2.1k -2,090
59 DHJJ Financial Advisors, Ltd. 0.21% of their portfolio NAPERVILLE, IL 12,58612.6k $412.9k $412.9k 0.21% Added +165 +165
60 KINGSWOOD WEALTH ADVISORS, LLC 0.13% of their portfolio SAN DIEGO, CA 12,44212.4k $408.2k $408.2k 0.13% First filing
61 FLAGSTAR SECURITIES, INC 0.15% of their portfolio New York, NY 12,28912.3k $403.2k $403.2k 0.15% Added +1.1k +1,089
62 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 12,26412.3k $402.4k $402.4k 0.00% Reduced -11.4k -11,352
63 CENTAURUS FINANCIAL, INC. 0.03% of their portfolio ANAHEIM, CA 11,66711.7k $383.0k $383.0k 0.03% Added +457 +457
64 LINCOLN NATIONAL CORP 0.01% of their portfolio RADNOR, PA 11,02311.0k $361.7k $361.7k 0.01% Reduced -3.7k -3,660
65 Capital Asset Advisory Services LLC 0.02% of their portfolio Williamston, MI 10,17910.2k $337.2k $337.2k 0.02% Unchanged
66 Naviter Wealth, LLC 0.09% of their portfolio LITTLE ROCK, AR 10,16210.2k $343.2k $343.2k 0.09% New
67 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 10,07110.1k $330.4k $330.4k 0.01% Added +2.9k +2,861
68 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 9,8339.8k $322.6k $322.6k 0.00% Unchanged
69 AdvisorNet Financial, Inc 0.03% of their portfolio MINNETONKA, MN 9,2009.2k $301.9k $301.9k 0.03% Reduced -1.7k -1,700
70 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 9,1269.1k $299.0k $299.0k 0.00% Reduced -13.7k -13,683
71 Legacy Private Trust Co. 0.02% of their portfolio NEENAH, WI 6,8216.8k $223.8k $223.8k 0.02% Reduced -11 -11
72 1ST SOURCE BANK 0.01% of their portfolio SOUTH BEND, IN 6,8176.8k $223.7k $223.7k 0.01% Unchanged
73 Bouchey Financial Group, Ltd. 0.03% of their portfolio TROY, NY 6,8026.8k $223.2k $223.2k 0.03% Added +17 +17
74 MGO ONE SEVEN LLC 0.02% of their portfolio Beachwood, OH 6,5186.5k $213.9k $213.9k 0.02% New
75 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 5,9586.0k $187.2k $187.2k 0.00% Added +1.8k +1,807
76 UBS Group AG 0.00% of their portfolio ZURICH, V8 3,8563.9k $126.5k $126.5k 0.00% Added +595 +595
77 WOLFF WIESE MAGANA LLC 0.08% of their portfolio CARSLBAD, CA 3,2153.2k $105.5k $105.5k 0.08% New
78 SOA Wealth Advisors, LLC. 0.02% of their portfolio NEW YORK, NY 3,1973.2k $104.9k $104.9k 0.02% New
79 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 2,8752.9k $94.3k $94.3k 0.00% New
80 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 1,3241.3k $43.4k $43.4k 0.00% New
81 FARMERS & MERCHANTS INVESTMENTS INC 0.00% of their portfolio LINCOLN, NE 316316 $10.4k $10.4k 0.00% New
82 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 300300 $9.8k $9.8k 0.00% Unchanged