Vault-13

FIRST TR EXCHNG TRADED FD VI FAPR

FT VEST US EQT · ETP · CUSIP 33740U885

113 institutional holders +14 vs Q3 2024
3,818,9843.8m shares reported held*
$157.8mreported value*
11 new 17 added 43 reduced 7 sold out net sold ≈ $10.1m (-244.0k 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 ≈ $41.31.

Trends to Q4 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: 101Q3 24: 99Q4 24: 113113Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 202270
Q4 202267
Q1 202367
Q2 202382
Q3 202382
Q4 202399
Q1 202483
Q2 2024101
Q3 202499
Q4 2024113

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 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 24Q3 24: 30 bought or addedQ3 24: 59 cut or sold outQ4 24: 28 bought or addedQ4 24: 50 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 20232342
Q2 20235426
Q3 20232351
Q4 20233647
Q1 20241870
Q2 20247225
Q3 20243059
Q4 20242850

Biggest buyers

ASSETMARK, INC Added +41,439+41.4k
WELLS FARGO & COMPANY/MN Added +24,453+24.5k
SMART Wealth LLC Added +23,137+23.1k
Cetera Investment Advisers Added +16,444+16.4k
Sowell Financial Services LLC New +12,721+12.7k
OLD MISSION CAPITAL LLC New +10,702+10.7k
Rockefeller Capital Management L.P. Added +9,164+9.2k
JANE STREET GROUP, LLC Added +7,740+7.7k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC New +6,740+6.7k
CWM, LLC Added +5,790+5.8k

Biggest sellers

Bullseye Investment Management, LLC Reduced -78,581-78.6k
TRUIST FINANCIAL CORP Reduced -59,605-59.6k
RiverTree Advisors, LLC Reduced -53,687-53.7k
Foguth Wealth Management, LLC. Reduced -36,755-36.8k
OneDigital Investment Advisors LLC Reduced -26,138-26.1k
OSAIC HOLDINGS, INC. Reduced -24,194-24.2k
IHT Wealth Management, LLC Reduced -19,489-19.5k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -16,976-17.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -16,891-16.9k
Janney Montgomery Scott LLC Sold out -16,333-16.3k

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 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 242,650242.7k $10.0m $10.0m 0.00% First filing
2 CWM, LLC 0.04% of their portfolio OMAHA, NE 218,651218.7k $9.0m $9.0m 0.04% Added +5.8k +5,790
3 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 183,644183.6k $7.6m $7.6m 0.02% Reduced -24.2k -24,194
4 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 175,517175.5k $7.2m $7.2m 0.01% Reduced -17.0k -16,976
5 McCarthy & Cox 2.44% of their portfolio MARYSVILLE, OH 170,518170.5k $7.0m $7.0m 2.44% Reduced -478 -478
6 Valtinson Bruner Financial Planning LLC 2.31% of their portfolio NEW BRIGHTON, MN 159,963160.0k $6.6m $6.6m 2.31% Reduced -4.1k -4,057
7 Signal Advisors Wealth, LLC 0.67% of their portfolio DETROIT, MI 142,977143.0k $5.9m $5.9m 0.67% Reduced -8.3k -8,320
8 STEPHENS INC /AR/ 0.07% of their portfolio LITTLE ROCK, AR 126,845126.8k $5.2m $5.2m 0.07% Reduced -4.1k -4,141
9 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 118,651118.7k $4.9m $4.9m 0.01% Added +9.2k +9,164
10 OGOREK ANTHONY JOSEPH /NY/ /ADV 1.54% of their portfolio WILLIAMSVILLE, NY 117,486117.5k $4.8m $4.8m 1.54% Unchanged
11 Tanglewood Legacy Advisors, LLC 2.06% of their portfolio HOUSTON, TX 116,743116.7k $4.8m $4.8m 2.06% Reduced -655 -655
12 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 116,637116.6k $4.8m $4.8m 0.01% Added +41.4k +41,439
13 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 106,241106.2k $4.4m $4.4m 0.00% Reduced -3.4k -3,438
14 REAP Financial Group, LLC 0.98% of their portfolio AUSTIN, TX 95,61895.6k $3.9m $3.9m 0.98% Reduced -2.2k -2,200
15 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 93,46293.5k $3.9m $3.9m 0.00% Reduced -7.8k -7,844
16 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 92,30392.3k $3.8m $3.8m 0.01% Added +16.4k +16,444
17 Foguth Wealth Management, LLC. 1.01% of their portfolio BRIGHTON, MI 92,16792.2k $3.9m $3.9m 1.01% Reduced -36.8k -36,755
18 Bison Wealth, LLC 0.45% of their portfolio ATLANTA, GA 90,01890.0k $3.7m $3.7m 0.45% First filing
19 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 85,78485.8k $3.5m $3.5m 0.02% Added +3.6k +3,572
20 OneDigital Investment Advisors LLC 0.03% of their portfolio OVERLAND PARK, KS 71,52371.5k $3.0m $3.0m 0.03% Reduced -26.1k -26,138
21 Midwest Financial Network, LLC 2.01% of their portfolio TINLEY PARK, IL 46,78146.8k $1.9m $1.9m 2.01% First filing
22 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 46,16646.2k $1.9m $1.9m 0.01% Reduced -2.5k -2,529
23 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 43,00943.0k $1.8m $1.8m 0.00% Reduced -59.6k -59,605
24 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.33% of their portfolio BLUE BELL, PA 41,38041.4k $1.7m $1.7m 0.33% Reduced -699 -699
25 RiverTree Advisors, LLC 1.07% of their portfolio WINTER PARK, FL 39,60039.6k $1.6m $1.6m 1.07% Reduced -53.7k -53,687
26 SMART Wealth LLC 0.57% of their portfolio Omaha, NE 38,51038.5k $1.6m $1.6m 0.57% Added +23.1k +23,137
27 Fragasso Financial Advisors Inc 0.11% of their portfolio SEWICKLEY, PA 35,46435.5k $1.5m $1.5m 0.11% Reduced -5.9k -5,907
28 Keystone Wealth Services, LLC 0.35% of their portfolio PALM DESERT, CA 31,95232.0k $1.3m $1.3m 0.35% Reduced -1.1k -1,076
29 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 29,88729.9k $1.2m $1.2m 0.00% Reduced -2.6k -2,567
30 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 29,35529.4k $1.2m $1.2m 0.01% Reduced -311 -311
31 Integrity Financial Corp /WA 0.65% of their portfolio JACKSON, WY 27,23027.2k $1.1m $1.1m 0.65% Added +82 +82
32 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.06% of their portfolio BIRMINGHAM, AL 26,66626.7k $1.1m $1.1m 0.06% Reduced -1.6k -1,606
33 Apollon Wealth Management, LLC 0.03% of their portfolio MOUNT PLEASANT, SC 26,64026.6k $1.1m $1.1m 0.03% Unchanged
34 MTM Investment Management, LLC 0.42% of their portfolio SPARTANBURG, SC 26,39526.4k $1.1m $1.1m 0.42% Unchanged
35 KINGSWOOD WEALTH ADVISORS, LLC 0.08% of their portfolio SAN DIEGO, CA 25,60125.6k $1.1m $1.1m 0.08% Added +4.7k +4,742
36 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 25,00325.0k $1.0m $1.0m 0.00% Added +24.5k +24,453
37 McKinley Carter Wealth Services, Inc. 0.06% of their portfolio WHEELING, WV 23,01223.0k $950.2k $950.2k 0.06% Unchanged
38 FWG Investments, LLC. 0.64% of their portfolio LEXINGTON, KY 19,99320.0k $825.5k $825.5k 0.64% Reduced -733 -733
39 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 19,63519.6k $810.7k $810.7k 0.01% Reduced -1.9k -1,911
40 B. Riley Wealth Advisors, Inc. 0.03% of their portfolio MEMPHIS, TN 19,56719.6k $807.9k $807.9k 0.03% Reduced -13.7k -13,700
41 IHT Wealth Management, LLC 0.03% of their portfolio Chicago, IL 19,16919.2k $791.5k $791.5k 0.03% Reduced -19.5k -19,489
42 AssuredPartners Investment Advisors, LLC 0.15% of their portfolio Tampa, FL 19,09719.1k $788.5k $788.5k 0.15% First filing
43 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 18,95419.0k $782.6k $782.6k 0.01% Reduced -4.8k -4,813
44 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 17,38117.4k $717.7k $717.7k 0.00% Added +7.7k +7,740
45 Accel Wealth Management 0.26% of their portfolio WAVERLY, IA 16,55516.6k $683.6k $683.6k 0.26% Unchanged
46 Barnes Wealth Management Group, Inc 0.45% of their portfolio Bakersfield, CA 16,41416.4k $677.7k $677.7k 0.45% First filing
47 TFB Advisors LLC 0.19% of their portfolio OVERLAND PARK, KS 15,92515.9k $657.5k $657.5k 0.19% Added +4.6k +4,610
48 FSB PREMIER WEALTH MANAGEMENT, INC. 0.25% of their portfolio WATERLOO, IA 15,32015.3k $632.6k $632.6k 0.25% Reduced -3.8k -3,840
49 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 14,85814.9k $613.5k $613.5k 0.01% Unchanged
50 Sequent Planning LLC 0.22% of their portfolio OMAHA, NE 14,75514.8k $609.2k $609.2k 0.22% Unchanged
51 TOWNSQUARE CAPITAL LLC 0.01% of their portfolio Lehi, UT 14,29814.3k $590.4k $590.4k 0.01% Reduced -381 -381
52 FORTRESS PRIVATE LEDGER, LLC 0.35% of their portfolio RALEIGH, NC 13,87113.9k $572.7k $572.7k 0.35% First filing
53 Main Street Financial Solutions, LLC 0.06% of their portfolio NEWTOWN, PA 13,69013.7k $565.3k $565.3k 0.06% Unchanged
54 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 13,51213.5k $558.0k $558.0k 0.00% Added +1.6k +1,554
55 FOUNDERS FINANCIAL SECURITIES LLC 0.05% of their portfolio TOWSON, MD 13,26613.3k $547.8k $547.8k 0.05% Added +5.2k +5,212
56 CoreCap Advisors, LLC 0.02% of their portfolio SOUTHFIELD, MI 13,21213.2k $545.5k $545.5k 0.02% Added +1.6k +1,625
57 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 12,93012.9k $533.9k $533.9k 0.02% Reduced -1.8k -1,826
58 Sowell Financial Services LLC 0.03% of their portfolio NORTH LITTLE ROCK, AR 12,72112.7k $525.2k $525.2k 0.03% New
59 Prosperity Consulting Group, LLC 0.04% of their portfolio OWINGS MILLS, MD 12,26212.3k $506.3k $506.3k 0.04% Unchanged
60 CENTAURUS FINANCIAL, INC. 0.03% of their portfolio ANAHEIM, CA 11,85311.9k $489.0k $489.0k 0.03% Reduced -65 -65
61 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 11,17711.2k $461.5k $461.5k 0.01% Unchanged
62 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 10,70210.7k $441.9k $441.9k 0.01% New
63 Sunbelt Securities, Inc. 0.04% of their portfolio HOUSTON, TX 10,43110.4k $431.7k $431.7k 0.04% Reduced -830 -830
64 Griffith & Werner, Inc. 0.27% of their portfolio CANTON, GA 10,00010.0k $412.9k $412.9k 0.27% First filing
65 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 9,8629.9k $407.2k $407.2k 0.01% Reduced -98 -98
66 DHJJ Financial Advisors, Ltd. 0.16% of their portfolio NAPERVILLE, IL 9,7569.8k $402.8k $402.8k 0.16% Reduced -40 -40
67 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 9,4219.4k $389.0k $389.0k 0.01% Unchanged
68 Mariner, LLC 0.00% of their portfolio Overland Park, KS 9,1149.1k $376.3k $376.3k 0.00% Unchanged
69 FLAGSTAR SECURITIES, INC 0.09% of their portfolio New York, NY 9,0759.1k $374.7k $374.7k 0.09% Reduced -2.3k -2,282
70 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 9,0529.1k $373.8k $373.8k 0.00% Reduced -271 -271
71 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 9,0379.0k $373.1k $373.1k 0.01% Unchanged
72 INSIGNEO ADVISORY SERVICES, LLC 0.04% of their portfolio MIAMI, FL 8,7948.8k $363.1k $363.1k 0.04% Unchanged
73 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 8,2248.2k $339.6k $339.6k 0.01% Unchanged
74 Brookstone Capital Management 0.00% of their portfolio WHEATON, IL 7,5537.6k $311.9k $311.9k 0.00% Reduced -210 -210
75 Bullseye Investment Management, LLC 0.20% of their portfolio CINCINNATI, OH 7,5047.5k $309.9k $309.9k 0.20% Reduced -78.6k -78,581
76 Lifeworks Advisors, LLC 0.05% of their portfolio GRAND RAPIDS, MI 7,1767.2k $296.3k $296.3k 0.05% Unchanged
77 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 7,0747.1k $292.1k $292.1k 0.00% Reduced -8.5k -8,453
78 NewEdge Wealth, LLC 0.01% of their portfolio STAMFORD, CT 7,0097.0k $289.4k $289.4k 0.01% Unchanged
79 Faithward Advisors, LLC 0.05% of their portfolio LANCASTER, PA 6,9196.9k $285.7k $285.7k 0.05% Unchanged
80 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 6,7406.7k $278.3k $278.3k 0.00% New
81 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 6,4436.4k $266.0k $266.0k 0.01% Reduced -75 -75
82 Lion Street Advisors, LLC 0.08% of their portfolio Austin, TX 6,4286.4k $265.4k $265.4k 0.08% Unchanged
83 LifeWealth Investments, LLC 0.17% of their portfolio WINTER GARDEN, FL 6,1906.2k $255.6k $255.6k 0.17% First filing
84 JOURNEY STRATEGIC WEALTH LLC 0.01% of their portfolio SUMMIT, NJ 5,8995.9k $243.6k $243.6k 0.01% Unchanged
85 Harvest Investment Services, LLC 0.06% of their portfolio Oakbrook Terrace, IL 5,7695.8k $238.2k $238.2k 0.06% Reduced -450 -450
86 AdvisorNet Financial, Inc 0.02% of their portfolio MINNETONKA, MN 5,1005.1k $210.6k $210.6k 0.02% Unchanged
87 Clear Creek Financial Management, LLC 0.02% of their portfolio SILVERDALE, WA 5,0005.0k $206.4k $206.4k 0.02% Unchanged
88 ARBOR CAPITAL MANAGEMENT INC /ADV 0.20% of their portfolio ANCHORAGE, AK 4,9414.9k $206.7k $206.7k 0.20% New
89 NWF Advisory Services Inc. 0.03% of their portfolio Los Angeles, CA 4,9404.9k $204.0k $204.0k 0.03% New
90 Beacon Financial Advisory LLC 0.07% of their portfolio CLEVELAND, OH 4,9294.9k $203.5k $203.5k 0.07% New
91 WESPAC Advisors SoCal, LLC 0.05% of their portfolio Pasadena, CA 4,8954.9k $202.1k $202.1k 0.05% New
92 StoneX Group Inc. 0.01% of their portfolio NEW YORK, NY 4,8604.9k $200.7k $200.7k 0.01% Reduced -1.0k -1,010
93 SOA Wealth Advisors, LLC. 0.03% of their portfolio NEW YORK, NY 4,4304.4k $182.9k $182.9k 0.03% Unchanged
94 Financial Network Wealth Advisors LLC 0.30% of their portfolio MURRAY, UT 3,9333.9k $162.4k $162.4k 0.30% New
95 Murphy & Mullick Capital Management Corp 0.14% of their portfolio SMITHTOWN, NY 3,8003.8k $156.9k $156.9k 0.14% First filing
96 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 3,6693.7k $151.5k $151.5k 0.00% Added +836 +836
97 WOLFF WIESE MAGANA LLC 0.09% of their portfolio CARSLBAD, CA 3,2153.2k $132.7k $132.7k 0.09% Unchanged
98 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 2,8752.9k $118.7k $118.7k 0.00% Unchanged
99 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 2,8412.8k $117.3k $117.3k 0.00% Added +2.6k +2,641
100 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 2,5612.6k $105.7k $105.7k 0.00% Added +238 +238