Vault-13

FIRST TR EXCHNG TRADED FD VI FAPR

FT VEST US EQT · ETP · CUSIP 33740U885

101 institutional holders +18 vs Q1 2024
4,687,6434.7m shares reported held*
$182.9mreported value*
27 new 45 added 16 reduced 9 sold out net bought ≈ $46.2m (+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 ≈ $39.02.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 70Q4 22: 67Q1 23: 67Q2 23: 82Q3 23: 82Q4 23: 99Q1 24: 83Q2 24: 101101Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 202270
Q4 202267
Q1 202367
Q2 202382
Q3 202382
Q4 202399
Q1 202483
Q2 2024101

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 outQ2 23: 54 bought or addedQ2 23: 26 cut or sold outQ2 23Q3 23: 23 bought or addedQ3 23: 51 cut or sold outQ4 23: 36 bought or addedQ4 23: 47 cut or sold outQ4 23Q1 24: 18 bought or addedQ1 24: 70 cut or sold outQ2 24: 72 bought or addedQ2 24: 25 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 20221637
Q1 20232342
Q2 20235426
Q3 20232351
Q4 20233647
Q1 20241870
Q2 20247225

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +264,578+264.6k
Cetera Investment Advisers Added +170,855+170.9k
CWM, LLC Added +165,494+165.5k
RAYMOND JAMES & ASSOCIATES Added +124,544+124.5k
CreativeOne Wealth, LLC New +116,964+117.0k
Raymond James Financial Services Advisors, Inc. Added +40,608+40.6k
STEPHENS INC /AR/ Added +37,685+37.7k
COMMONWEALTH EQUITY SERVICES, LLC Added +36,180+36.2k
Bullseye Investment Management, LLC New +34,532+34.5k
Apollon Wealth Management, LLC New +26,640+26.6k

Biggest sellers

Signal Advisors Wealth, LLC Reduced -114,106-114.1k
Janney Montgomery Scott LLC Sold out -33,879-33.9k
TOWNSQUARE CAPITAL LLC Reduced -18,615-18.6k
OLD MISSION CAPITAL LLC Sold out -16,497-16.5k
Financial Network Wealth Advisors LLC Reduced -16,252-16.3k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Sold out -9,833-9.8k
LINCOLN NATIONAL CORP Sold out -8,023-8.0k
JANE STREET GROUP, LLC Sold out -7,169-7.2k
OneDigital Investment Advisors LLC Reduced -6,667-6.7k
RiverTree Advisors, LLC Reduced -6,493-6.5k

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.

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 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 379,790379.8k $14.8m $14.8m 0.02% Added +36.2k +36,180
2 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 371,055371.1k $14.5m $14.5m 0.01% Added +264.6k +264,578
3 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 370,097370.1k $14.4m $14.4m 0.03% Added +170.9k +170,855
4 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 242,495242.5k $9.5m $9.5m 0.02% Added +6.3k +6,342
5 CWM, LLC 0.04% of their portfolio OMAHA, NE 216,783216.8k $8.5m $8.5m 0.04% Added +165.5k +165,494
6 McCarthy & Cox 2.56% of their portfolio MARYSVILLE, OH 171,196171.2k $6.7m $6.7m 2.56% Reduced -1.4k -1,433
7 Valtinson Bruner Financial Planning LLC 2.55% of their portfolio NEW BRIGHTON, MN 164,768164.8k $6.4m $6.4m 2.55% Reduced -1.4k -1,428
8 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 149,566149.6k $5.8m $5.8m 0.00% Added +124.5k +124,544
9 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 146,597146.6k $5.7m $5.7m 0.01% Added +40.6k +40,608
10 STEPHENS INC /AR/ 0.08% of their portfolio LITTLE ROCK, AR 132,355132.4k $5.2m $5.2m 0.08% Added +37.7k +37,685
11 Foguth Wealth Management, LLC. 2.23% of their portfolio BRIGHTON, MI 129,702129.7k $5.1m $5.1m 2.23% Added +21.5k +21,468
12 OGOREK ANTHONY JOSEPH /NY/ /ADV 1.64% of their portfolio WILLIAMSVILLE, NY 120,767120.8k $4.7m $4.7m 1.64% Unchanged
13 Tanglewood Legacy Advisors, LLC 2.19% of their portfolio HOUSTON, TX 119,048119.0k $4.6m $4.6m 2.19% Added +1.6k +1,570
14 CreativeOne Wealth, LLC 0.23% of their portfolio OVERLAND PARK, KS 116,964117.0k $4.6m $4.6m 0.23% New
15 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 110,150110.2k $4.3m $4.3m 0.01% Added +3.8k +3,787
16 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 106,639106.6k $4.2m $4.2m 0.02% Added +19.3k +19,320
17 OneDigital Investment Advisors LLC 0.05% of their portfolio OVERLAND PARK, KS 106,421106.4k $4.2m $4.2m 0.05% Reduced -6.7k -6,667
18 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 100,939100.9k $3.9m $3.9m 0.01% Added +5.3k +5,337
19 RiverTree Advisors, LLC 2.63% of their portfolio WINTER PARK, FL 98,49998.5k $3.8m $3.8m 2.63% Reduced -6.5k -6,493
20 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 95,81995.8k $3.7m $3.7m 0.00% Reduced -5.6k -5,642
21 REAP Financial Group, LLC 0.97% of their portfolio AUSTIN, TX 92,10792.1k $3.6m $3.6m 0.97% Added +17.2k +17,172
22 Epic Trust Investment Advisors, LLC 2.51% of their portfolio RICHLAND, WA 58,31258.3k $2.3m $2.3m 2.51% Reduced -30 -30
23 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 51,49351.5k $2.0m $2.0m 0.01% Added +6.7k +6,728
24 Fragasso Financial Advisors Inc 0.14% of their portfolio SEWICKLEY, PA 43,03543.0k $1.7m $1.7m 0.14% Added +14.5k +14,527
25 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.33% of their portfolio BLUE BELL, PA 40,55040.5k $1.6m $1.6m 0.33% Reduced -553 -553
26 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 38,20538.2k $1.5m $1.5m 0.01% Added +7.4k +7,426
27 Bullseye Investment Management, LLC 0.89% of their portfolio CINCINNATI, OH 34,53234.5k $1.4m $1.4m 0.89% New
28 HARBOUR INVESTMENTS, INC. 0.04% of their portfolio MADISON, WI 33,91733.9k $1.3m $1.3m 0.04% Added +1.0k +1,037
29 B. Riley Wealth Advisors, Inc. 0.03% of their portfolio MEMPHIS, TN 33,26733.3k $1.3m $1.3m 0.03% Added +17.7k +17,702
30 Keystone Wealth Services, LLC 0.40% of their portfolio PALM DESERT, CA 33,02833.0k $1.3m $1.3m 0.40% Unchanged
31 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.08% of their portfolio BIRMINGHAM, AL 31,67831.7k $1.2m $1.2m 0.08% Added +10.0k +10,018
32 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 30,16130.2k $1.2m $1.2m 0.00% Added +4.9k +4,909
33 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 28,27728.3k $1.1m $1.1m 0.00% Added +16.3k +16,261
34 Integrity Financial Corp /WA 0.66% of their portfolio JACKSON, WY 27,07927.1k $1.1m $1.1m 0.66% Added +3.8k +3,755
35 MTM Investment Management, LLC 0.43% of their portfolio SPARTANBURG, SC 26,99527.0k $1.1m $1.1m 0.43% Unchanged
36 Apollon Wealth Management, LLC 0.03% of their portfolio MOUNT PLEASANT, SC 26,64026.6k $1.0m $1.0m 0.03% New
37 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 25,48225.5k $994.3k $994.3k 0.00% New
38 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 24,65124.7k $961.9k $961.9k 0.01% Added +9.0k +9,027
39 McKinley Carter Wealth Services, Inc. 0.06% of their portfolio WHEELING, WV 23,01223.0k $897.9k $897.9k 0.06% Reduced -1.9k -1,940
40 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 22,91422.9k $894.1k $894.1k 0.00% New
41 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 21,54621.5k $840.7k $840.7k 0.01% Added +302 +302
42 FWG Investments, LLC. 0.83% of their portfolio LEXINGTON, KY 20,95121.0k $817.5k $817.5k 0.83% Added +9.5k +9,519
43 IHT Wealth Management, LLC 0.03% of their portfolio Chicago, IL 20,15320.2k $786.4k $786.4k 0.03% New
44 FSB PREMIER WEALTH MANAGEMENT, INC. 0.34% of their portfolio WATERLOO, IA 19,16019.2k $747.6k $747.6k 0.34% Added +10.8k +10,818
45 Accel Wealth Management 0.26% of their portfolio WAVERLY, IA 16,61016.6k $648.1k $648.1k 0.26% New
46 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 16,46716.5k $642.5k $642.5k 0.00% Added +3.2k +3,184
47 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 15,88715.9k $619.9k $619.9k 0.01% New
48 TOWNSQUARE CAPITAL LLC 0.01% of their portfolio Lehi, UT 15,27315.3k $595.9k $595.9k 0.01% Reduced -18.6k -18,615
49 Sequent Planning LLC 0.20% of their portfolio OMAHA, NE 15,07315.1k $588.6k $588.6k 0.20% Added +2.0k +2,012
50 KINGSWOOD WEALTH ADVISORS, LLC 0.05% of their portfolio SAN DIEGO, CA 14,92114.9k $582.2k $582.2k 0.05% Added +3.8k +3,779
51 Main Street Financial Solutions, LLC 0.05% of their portfolio NEWTOWN, PA 14,87014.9k $580.2k $580.2k 0.05% Added +470 +470
52 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 14,85814.9k $579.8k $579.8k 0.01% Added +3.8k +3,827
53 Signal Advisors Wealth, LLC 1.05% of their portfolio DETROIT, MI 12,30112.3k $480.0k $480.0k 1.05% Reduced -114.1k -114,106
54 CENTAURUS FINANCIAL, INC. 0.03% of their portfolio ANAHEIM, CA 12,05312.1k $470.0k $470.0k 0.03% Added +1.1k +1,069
55 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 11,98512.0k $472.6k $472.6k 0.01% New
56 SMART Wealth LLC 0.18% of their portfolio Omaha, NE 11,67611.7k $455.6k $455.6k 0.18% Added +5.5k +5,489
57 FLAGSTAR SECURITIES, INC 0.12% of their portfolio New York, NY 11,31011.3k $441.3k $441.3k 0.12% Added +2.7k +2,709
58 Sunbelt Securities, Inc. 0.04% of their portfolio HOUSTON, TX 11,26111.3k $439.4k $439.4k 0.04% Added +1.3k +1,338
59 CoreCap Advisors, LLC 0.04% of their portfolio SOUTHFIELD, MI 10,59610.6k $413.5k $413.5k 0.04% Added +1.3k +1,255
60 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 10,26310.3k $400.5k $400.5k 0.02% Added +7.4k +7,363
61 Ameritas Advisory Services, LLC 0.01% of their portfolio Lincoln, NE 9,98110.0k $389.5k $389.5k 0.01% Added +3.2k +3,161
62 DHJJ Financial Advisors, Ltd. 0.16% of their portfolio NAPERVILLE, IL 9,8619.9k $384.8k $384.8k 0.16% Added +1.8k +1,755
63 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 9,5859.6k $374.0k $374.0k 0.00% Reduced -2.3k -2,335
64 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 9,4219.4k $368.0k $368.0k 0.01% Reduced -722 -722
65 TFB Advisors LLC 0.12% of their portfolio OVERLAND PARK, KS 9,3139.3k $363.4k $363.4k 0.12% New
66 Mariner, LLC 0.00% of their portfolio Overland Park, KS 9,2429.2k $360.6k $360.6k 0.00% Added +54 +54
67 Lifeworks Advisors, LLC 0.10% of their portfolio GRAND RAPIDS, MI 8,9769.0k $350.2k $350.2k 0.10% Unchanged
68 INSIGNEO ADVISORY SERVICES, LLC 0.04% of their portfolio MIAMI, FL 8,7948.8k $332.6k $332.6k 0.04% New
69 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 8,2248.2k $320.9k $320.9k 0.01% New
70 NewEdge Wealth, LLC 0.01% of their portfolio STAMFORD, CT 7,6597.7k $298.9k $298.9k 0.01% Unchanged
71 NWF Advisory Services Inc. 0.04% of their portfolio Los Angeles, CA 7,1407.1k $278.6k $278.6k 0.04% New
72 Faithward Advisors, LLC 0.05% of their portfolio LANCASTER, PA 6,9386.9k $270.7k $270.7k 0.05% New
73 Strategic Blueprint, LLC 0.02% of their portfolio ATLANTA, GA 6,9116.9k $269.7k $269.7k 0.02% New
74 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 6,5186.5k $254.3k $254.3k 0.01% Unchanged
75 Lion Street Advisors, LLC 0.09% of their portfolio Austin, TX 6,4286.4k $250.8k $250.8k 0.09% Unchanged
76 ARBOR CAPITAL MANAGEMENT INC /ADV 0.23% of their portfolio ANCHORAGE, AK 6,3866.4k $249.4k $249.4k 0.23% Reduced -37 -37
77 StoneX Group Inc. 0.02% of their portfolio NEW YORK, NY 6,3756.4k $248.8k $248.8k 0.02% Added +150 +150
78 Harvest Investment Services, LLC 0.09% of their portfolio Oakbrook Terrace, IL 6,1196.1k $238.8k $238.8k 0.09% New
79 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 6,0686.1k $236.8k $236.8k 0.00% New
80 Financial Network Wealth Advisors LLC 0.18% of their portfolio MURRAY, UT 6,0396.0k $235.6k $235.6k 0.18% Reduced -16.3k -16,252
81 JOURNEY STRATEGIC WEALTH LLC 0.01% of their portfolio SUMMIT, NJ 6,0076.0k $234.4k $234.4k 0.01% Added +195 +195
82 1ST SOURCE BANK 0.01% of their portfolio SOUTH BEND, IN 5,4525.5k $212.7k $212.7k 0.01% New
83 Legacy Private Trust Co. 0.02% of their portfolio NEENAH, WI 5,4205.4k $211.5k $211.5k 0.02% New
84 AdvisorNet Financial, Inc 0.02% of their portfolio MINNETONKA, MN 5,4005.4k $210.7k $210.7k 0.02% Reduced -700 -700
85 Clear Creek Financial Management, LLC 0.03% of their portfolio SILVERDALE, WA 5,3255.3k $207.8k $207.8k 0.03% New
86 VestGen Investment Management 0.06% of their portfolio EGG HARBOR TOWNSHIP, NJ 5,1685.2k $201.7k $201.7k 0.06% New
87 SOA Wealth Advisors, LLC. 0.03% of their portfolio NEW YORK, NY 4,4304.4k $172.9k $172.9k 0.03% Added +1.2k +1,233
88 LANARK FINANCIAL, INC. 0.01% of their portfolio BIRMINGHAM, AL 3,8173.8k $148.0k $148.0k 0.01% Added +274 +274
89 GeoWealth Management, LLC 0.01% of their portfolio CHICAGO, IL 3,5563.6k $138.8k $138.8k 0.01% New
90 WOLFF WIESE MAGANA LLC 0.10% of their portfolio CARSLBAD, CA 3,2153.2k $125.4k $125.4k 0.10% Unchanged
91 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 2,8752.9k $112.2k $112.2k 0.00% Unchanged
92 Camelot Portfolios, LLC 0.04% of their portfolio Maumee, OH 2,0002.0k $78.0k $78.0k 0.04% New
93 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 1,6711.7k $65.2k $65.2k 0.00% Unchanged
94 COMERICA BANK 0.00% of their portfolio DALLAS, TX 1,3401.3k $52.3k $52.3k 0.00% Reduced -70 -70
95 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 1,3051.3k $50.9k $50.9k 0.00% Unchanged
96 BENJAMIN F. EDWARDS & COMPANY, INC. 0.00% of their portfolio ST. LOUIS, MO 908908 $35.0k $35.0k 0.00% New
97 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 615615 $24.1k $24.1k 0.00% New
98 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 500500 $19.5k $19.5k 0.00% Unchanged
99 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 212212 $8.3k $8.3k 0.00% New
100 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 150150 $5.9k $5.9k 0.00% New