Vault-13

FIRST TR EXCHNG TRADED FD VI FAPR

FT VEST US EQT · ETP · CUSIP 33740U885

99 institutional holders +17 vs Q3 2023
7,092,8107.1m shares reported held*
$247.9mreported value*
20 new 16 added 39 reduced 8 sold out net bought ≈ $46.2m (+1.3m 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 ($655.8k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $34.95.

Trends to Q4 2023

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 70Q4 22: 67Q1 23: 67Q2 23: 82Q3 23: 82Q4 23: 9999Q3 22Q4 22Q1 23Q2 23Q3 23Q4 23
Numbers
QuarterHolders
Q3 202270
Q4 202267
Q1 202367
Q2 202382
Q3 202382
Q4 202399

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 23Q3 23: 23 bought or addedQ3 23: 51 cut or sold outQ3 23Q4 23: 36 bought or addedQ4 23: 47 cut or sold outQ4 23
Numbers
QuarterBought or addedCut or sold out
Q4 20221637
Q1 20232342
Q2 20235426
Q3 20232351
Q4 20233647

Biggest buyers

WELLS FARGO & COMPANY/MN New +1,231,825+1.2m
Astor Investment Management LLC New +661,549+661.5k
ENVESTNET ASSET MANAGEMENT INC Added +480,194+480.2k
Atria Investments, Inc Added +164,481+164.5k
Legacy Capital Group California, Inc. New +122,671+122.7k
Kestra Advisory Services, LLC Added +48,721+48.7k
Elevated Capital Advisors, LLC New +45,255+45.3k
Outlook Wealth Advisors, LLC New +35,356+35.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +33,503+33.5k
Legacy Capital Wealth Partners, LLC New +28,449+28.4k

Biggest sellers

Mason & Associates Inc Reduced -1,289,303-1.3m
AE Wealth Management LLC Reduced -57,053-57.1k
OSAIC HOLDINGS, INC. Reduced -50,036-50.0k
SMART Wealth LLC Sold out -43,757-43.8k
JANE STREET GROUP, LLC Reduced -36,458-36.5k
JPMORGAN CHASE & CO Reduced -35,226-35.2k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -30,536-30.5k
Aurora Private Wealth, Inc. Sold out -22,590-22.6k
WORLD EQUITY GROUP, INC. Sold out -22,568-22.6k
OneDigital Investment Advisors LLC Reduced -20,141-20.1k

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, Q4 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 1,231,8251.2m $43.1m $43.1m 0.01% New
2 Astor Investment Management LLC 8.86% of their portfolio CHICAGO, IL 661,549661.5k $23.1m $23.1m 8.86% New
3 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 590,255590.3k $20.6m $20.6m 0.01% Added +480.2k +480,194
4 Atria Investments, Inc 0.31% of their portfolio Charlotte, NC 567,379567.4k $19.8m $19.8m 0.31% Added +164.5k +164,481
5 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 438,863438.9k $15.3m $15.3m 0.03% Reduced -50.0k -50,036
6 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 345,006345.0k $12.1m $12.1m 0.02% Reduced -30.5k -30,536
7 Sterling Manor Financial, LLC 8.71% of their portfolio Saratoga Springs, NY 294,520294.5k $10.3m $10.3m 8.71% Reduced -3.3k -3,326
8 Valtinson Bruner Financial Planning LLC 3.04% of their portfolio NEW BRIGHTON, MN 169,038169.0k $5.9m $5.9m 3.04% Reduced -2.4k -2,369
9 OGOREK ANTHONY JOSEPH /NY/ /ADV 1.68% of their portfolio WILLIAMSVILLE, NY 132,628132.6k $4.6m $4.6m 1.68% Unchanged
10 Legacy Capital Group California, Inc. 1.66% of their portfolio LOS GATOS, CA 122,671122.7k $4.3m $4.3m 1.66% New
11 Tanglewood Legacy Advisors, LLC 2.25% of their portfolio HOUSTON, TX 117,758117.8k $4.1m $4.1m 2.25% Reduced -125 -125
12 OneDigital Investment Advisors LLC 0.07% of their portfolio OVERLAND PARK, KS 114,577114.6k $4.0m $4.0m 0.07% Reduced -20.1k -20,141
13 RiverTree Advisors, LLC 2.60% of their portfolio WINTER PARK, FL 109,262109.3k $3.8m $3.8m 2.60% Added +3.5k +3,471
14 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 105,898105.9k $3.7m $3.7m 0.01% Reduced -1.2k -1,202
15 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 102,568102.6k $3.6m $3.6m 0.01% Reduced -7.3k -7,293
16 Signal Advisors Wealth, LLC 1.19% of their portfolio DETROIT, MI 97,80897.8k $3.4m $3.4m 1.19% First filing
17 STEPHENS INC /AR/ 0.06% of their portfolio LITTLE ROCK, AR 94,67094.7k $3.3m $3.3m 0.06% Reduced -7.3k -7,300
18 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 91,42691.4k $3.2m $3.2m 0.03% Added +48.7k +48,721
19 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 82,30982.3k $2.9m $2.9m 0.00% Added +2.2k +2,242
20 REAP Financial Group, LLC 0.77% of their portfolio AUSTIN, TX 75,25275.3k $2.6m $2.6m 0.77% First filing
21 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 73,48873.5k $2.6m $2.6m 0.00% Added +7.5k +7,542
22 CWM, LLC 0.01% of their portfolio OMAHA, NE 64,54064.5k $2.3m $2.3m 0.01% Reduced -2.1k -2,119
23 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 59,31559.3k $2.1m $2.1m 0.01% Added +1.5k +1,537
24 Epic Trust Investment Advisors, LLC 2.75% of their portfolio RICHLAND, WA 58,67558.7k $2.1m $2.1m 2.75% Unchanged
25 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 54,05654.1k $1.9m $1.9m 0.01% Reduced -57.1k -57,053
26 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 48,12548.1k $1.7m $1.7m 0.00% Added +33.5k +33,503
27 Elevated Capital Advisors, LLC 0.49% of their portfolio SANDY, UT 45,25545.3k $1.6m $1.6m 0.49% New
28 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.35% of their portfolio BLUE BELL, PA 41,82841.8k $1.5m $1.5m 0.35% Reduced -2.1k -2,063
29 Cetera Advisor Networks LLC 0.01% of their portfolio EL SEGUNDO, CA 40,54740.5k $1.4m $1.4m 0.01% Added +4.0k +4,047
30 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 39,71639.7k $1.4m $1.4m 0.00% Reduced -2.6k -2,622
31 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 39,39039.4k $1.4m $1.4m 0.01% Reduced -7.1k -7,102
32 Cetera Advisors LLC 0.02% of their portfolio DENVER, CO 37,22237.2k $1.3m $1.3m 0.02% Added +9.6k +9,626
33 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 36,16336.2k $1.3m $1.3m 0.00% Reduced -799 -799
34 Outlook Wealth Advisors, LLC 0.43% of their portfolio SHENANDOAH, TX 35,35635.4k $1.2m $1.2m 0.43% New
35 FSB PREMIER WEALTH MANAGEMENT, INC. 0.60% of their portfolio WATERLOO, IA 34,18834.2k $1.2m $1.2m 0.60% Reduced -3.2k -3,177
36 TOWNSQUARE CAPITAL LLC 0.02% of their portfolio Lehi, UT 33,58533.6k $1.2m $1.2m 0.02% Reduced -7.4k -7,419
37 HARBOUR INVESTMENTS, INC. 0.05% of their portfolio MADISON, WI 33,16833.2k $1.2m $1.2m 0.05% Reduced -4.9k -4,904
38 Keystone Wealth Services, LLC 0.40% of their portfolio PALM DESERT, CA 33,02833.0k $1.2m $1.2m 0.40% Unchanged
39 Fragasso Financial Advisors Inc 0.09% of their portfolio SEWICKLEY, PA 28,50828.5k $996.3k $996.3k 0.09% Reduced -2.0k -1,991
40 WEDBUSH SECURITIES INC 0.04% of their portfolio PASADENA, CA 28,46928.5k $995.0k $995.0k 0.04% Added +3.8k +3,808
41 Legacy Capital Wealth Partners, LLC 0.28% of their portfolio LITTLE ROCK, AR 28,44928.4k $994.3k $994.3k 0.28% New
42 MTM Investment Management, LLC 0.45% of their portfolio SPARTANBURG, SC 27,99528.0k $978.4k $978.4k 0.45% Unchanged
43 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 26,86426.9k $939.0k $939.0k 0.00% Added +7.6k +7,599
44 Integrity Financial Corp /WA 0.67% of their portfolio JACKSON, WY 26,52526.5k $927.0k $927.0k 0.67% Reduced -2.4k -2,371
45 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 25,19625.2k $880.6k $880.6k 0.00% Reduced -36.5k -36,458
46 McKinley Carter Wealth Services, Inc. 0.06% of their portfolio WHEELING, WV 24,95225.0k $872.1k $872.1k 0.06% Unchanged
47 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 24,24424.2k $847.3k $847.3k 0.01% Unchanged
48 Financial Network Wealth Advisors LLC 0.88% of their portfolio MURRAY, UT 23,52723.5k $822.3k $822.3k 0.88% First filing
49 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 23,06023.1k $805.9k $805.9k 0.00% New
50 StoneX Group Inc. 0.08% of their portfolio NEW YORK, NY 22,78922.8k $796.5k $796.5k 0.08% Added +4.1k +4,117
51 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.05% of their portfolio BIRMINGHAM, AL 21,93421.9k $766.6k $766.6k 0.05% Reduced -2.1k -2,075
52 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 19,07619.1k $667.0k $667.0k 0.00% Added +7.2k +7,168
53 CreativeOne Wealth, LLC 0.04% of their portfolio OVERLAND PARK, KS 18,84018.8k $659.0k $659.0k 0.04% New
54 Advisory Services Network, LLC 0.02% of their portfolio ATLANTA, GA 18,76318.8k $655.8k $655.8k 0.02% New
55 AXXCESS WEALTH MANAGEMENT, LLC 0.02% of their portfolio CARLSBAD, CA 17,15017.1k $599.4k $599.4k 0.02% Added +7.3k +7,317
56 Main Street Financial Solutions, LLC 0.07% of their portfolio NEWTOWN, PA 15,40015.4k $538.2k $538.2k 0.07% Unchanged
57 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 15,24015.2k $532.6k $532.6k 0.01% Reduced -325 -325
58 FOURPATH CAPITAL MANAGEMENT, LLC 0.34% of their portfolio OKLAHOMA CITY, OK 14,47714.5k $506.0k $506.0k 0.34% New
59 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 14,42414.4k $504.1k $504.1k 0.00% Reduced -35.2k -35,226
60 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.06% of their portfolio ORLANDO, FL 14,05114.1k $453.5k $453.5k 0.06% New
61 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 13,85513.9k $484.2k $484.2k 0.01% Reduced -2.7k -2,707
62 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 13,39313.4k $468.1k $468.1k 0.00% Reduced -8.2k -8,165
63 Raleigh Capital Management Inc. 0.21% of their portfolio CARY, NC 12,70112.7k $443.9k $443.9k 0.21% New
64 DAVENPORT & Co LLC 0.00% of their portfolio RICHMOND, VA 12,61312.6k $440.8k $440.8k 0.00% New
65 FWG Investments, LLC. 0.54% of their portfolio LEXINGTON, KY 12,34212.3k $431.3k $431.3k 0.54% First filing
66 KINGSWOOD WEALTH ADVISORS, LLC 0.05% of their portfolio SAN DIEGO, CA 12,04212.0k $420.9k $420.9k 0.05% New
67 Sunbelt Securities, Inc. 0.05% of their portfolio HOUSTON, TX 11,58711.6k $405.0k $405.0k 0.05% Reduced -1.7k -1,663
68 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 11,30211.3k $395.0k $395.0k 0.00% Added +82 +82
69 CENTAURUS FINANCIAL, INC. 0.03% of their portfolio ANAHEIM, CA 11,11911.1k $389.0k $389.0k 0.03% Reduced -360 -360
70 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 11,03111.0k $385.5k $385.5k 0.01% Unchanged
71 LINCOLN NATIONAL CORP 0.01% of their portfolio RADNOR, PA 11,02311.0k $385.2k $385.2k 0.01% Unchanged
72 Mason & Associates Inc 0.11% of their portfolio LOS ANGELES, CA 11,01311.0k $384.9k $384.9k 0.11% Reduced -1.3m -1,289,303
73 Mariner, LLC 0.00% of their portfolio Overland Park, KS 10,05810.1k $351.5k $351.5k 0.00% Reduced -3.6k -3,577
74 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 9,8339.8k $343.7k $343.7k 0.00% Unchanged
75 DHJJ Financial Advisors, Ltd. 0.16% of their portfolio NAPERVILLE, IL 9,6969.7k $338.9k $338.9k 0.16% Reduced -2.1k -2,060
76 Lloyd Advisory Services, LLC. 0.16% of their portfolio SUWANEE, GA 9,5919.6k $335.2k $335.2k 0.16% New
77 GeoWealth Management, LLC 0.03% of their portfolio CHICAGO, IL 8,9619.0k $313.0k $313.0k 0.03% New
78 FLAGSTAR SECURITIES, INC 0.10% of their portfolio New York, NY 8,6018.6k $300.6k $300.6k 0.10% Reduced -1.6k -1,583
79 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 8,1558.2k $285.0k $285.0k 0.01% Reduced -6.2k -6,249
80 AdvisorNet Financial, Inc 0.03% of their portfolio MINNETONKA, MN 7,9007.9k $276.1k $276.1k 0.03% Reduced -1.6k -1,600
81 Legacy Private Trust Co. 0.02% of their portfolio NEENAH, WI 6,6956.7k $234.0k $234.0k 0.02% Reduced -126 -126
82 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 6,5186.5k $227.8k $227.8k 0.01% Unchanged
83 Lion Street Advisors, LLC 0.09% of their portfolio Austin, TX 6,4286.4k $224.7k $224.7k 0.09% Unchanged
84 Ameritas Advisory Services, LLC 0.01% of their portfolio Lincoln, NE 6,2506.2k $222.5k $222.5k 0.01% Reduced -6.4k -6,388
85 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 5,8695.9k $205.1k $205.1k 0.01% New
86 ARBOR CAPITAL MANAGEMENT INC /ADV 0.15% of their portfolio ANCHORAGE, AK 5,7885.8k $200.6k $200.6k 0.15% New
87 LANARK FINANCIAL, INC. 0.01% of their portfolio BIRMINGHAM, AL 3,6653.7k $128.0k $128.0k 0.01% Unchanged
88 WOLFF WIESE MAGANA LLC 0.11% of their portfolio CARSLBAD, CA 3,2153.2k $112.4k $112.4k 0.11% Unchanged
89 SOA Wealth Advisors, LLC. 0.02% of their portfolio NEW YORK, NY 3,1973.2k $111.7k $111.7k 0.02% Unchanged
90 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 2,9002.9k $101.4k $101.4k 0.00% Unchanged
91 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 2,8752.9k $100.5k $100.5k 0.00% Unchanged
92 COMERICA BANK 0.00% of their portfolio DALLAS, TX 2,1812.2k $76.2k $76.2k 0.00% Reduced -34 -34
93 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 1,6711.7k $58.4k $58.4k 0.00% First filing
94 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,4761.5k $51.6k $51.6k 0.00% Reduced -1.1k -1,143
95 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 1,3051.3k $45.6k $45.6k 0.00% Unchanged
96 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,0431.0k $36.5k $36.5k 0.00% Reduced -80 -80
97 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 500500 $17.5k $17.5k 0.00% New
98 Aspire Private Capital, LLC 0.00% of their portfolio Cornelius, NC 241241 $8.4k $8.4k 0.00% New
99 Clear Point Advisors Inc. 0.00% of their portfolio MELVILLE, NY 100100 $3.5k $3.5k 0.00% First filing