Vault-13

FIRST TR EXCHNG TRADED FD VI FAPR

FT VEST US EQT · ETP · CUSIP 33740U885

113 institutional holders +0 vs Q4 2024
3,475,9233.5m shares reported held*
$142.2mreported value*
7 new 23 added 49 reduced 7 sold out net sold ≈ $14.4m (-351.7k 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 ≈ $40.90.

Trends to Q1 2025

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: 113Q1 25: 113113Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202270
Q4 202267
Q1 202367
Q2 202382
Q3 202382
Q4 202399
Q1 202483
Q2 2024101
Q3 202499
Q4 2024113
Q1 2025113

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 23: 54 bought or addedQ2 23: 26 cut or sold outQ3 23: 23 bought or addedQ3 23: 51 cut or sold outQ3 23Q4 23: 36 bought or addedQ4 23: 47 cut or sold outQ1 24: 18 bought or addedQ1 24: 70 cut or sold outQ1 24Q2 24: 72 bought or addedQ2 24: 25 cut or sold outQ3 24: 30 bought or addedQ3 24: 59 cut or sold outQ3 24Q4 24: 28 bought or addedQ4 24: 50 cut or sold outQ1 25: 30 bought or addedQ1 25: 56 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20235426
Q3 20232351
Q4 20233647
Q1 20241870
Q2 20247225
Q3 20243059
Q4 20242850
Q1 20253056

Biggest buyers

Virtue Capital Management, LLC New +57,213+57.2k
ASSETMARK, INC Added +44,198+44.2k
Advisory Services Network, LLC New +40,205+40.2k
Cetera Investment Advisers Added +32,263+32.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +22,401+22.4k
OLD MISSION CAPITAL LLC Added +21,411+21.4k
Janney Montgomery Scott LLC New +15,277+15.3k
ENVESTNET ASSET MANAGEMENT INC Added +12,359+12.4k
CITADEL ADVISORS LLC Added +10,726+10.7k
Farther Finance Advisors, LLC New +10,687+10.7k

Biggest sellers

McCarthy & Cox Reduced -164,102-164.1k
CWM, LLC Reduced -159,526-159.5k
Signal Advisors Wealth, LLC Reduced -70,172-70.2k
OSAIC HOLDINGS, INC. Reduced -35,681-35.7k
Foguth Wealth Management, LLC. Reduced -33,620-33.6k
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Reduced -26,666-26.7k
WELLS FARGO & COMPANY/MN Reduced -23,998-24.0k
JANE STREET GROUP, LLC Sold out -17,381-17.4k
Accel Wealth Management Sold out -16,555-16.6k
Tanglewood Legacy Advisors, LLC Reduced -13,562-13.6k

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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 241,554241.6k $9.9m $9.9m 0.00% Reduced -1.1k -1,096
2 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 163,980164.0k $6.7m $6.7m 0.01% Reduced -11.5k -11,537
3 ASSETMARK, INC 0.02% of their portfolio CONCORD, CA 160,835160.8k $6.6m $6.6m 0.02% Added +44.2k +44,198
4 Valtinson Bruner Financial Planning LLC 2.18% of their portfolio NEW BRIGHTON, MN 157,773157.8k $6.5m $6.5m 2.18% Reduced -2.2k -2,190
5 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 147,963148.0k $6.1m $6.1m 0.01% Reduced -35.7k -35,681
6 STEPHENS INC /AR/ 0.08% of their portfolio LITTLE ROCK, AR 126,438126.4k $5.2m $5.2m 0.08% Reduced -407 -407
7 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 124,566124.6k $5.1m $5.1m 0.01% Added +32.3k +32,263
8 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 118,600118.6k $4.8m $4.8m 0.00% Added +12.4k +12,359
9 OGOREK ANTHONY JOSEPH /NY/ /ADV 1.57% of their portfolio WILLIAMSVILLE, NY 116,636116.6k $4.8m $4.8m 1.57% Reduced -850 -850
10 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 114,326114.3k $4.7m $4.7m 0.01% Reduced -4.3k -4,325
11 Tanglewood Legacy Advisors, LLC 1.85% of their portfolio HOUSTON, TX 103,181103.2k $4.2m $4.2m 1.85% Reduced -13.6k -13,562
12 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 93,00293.0k $3.8m $3.8m 0.00% Reduced -460 -460
13 REAP Financial Group, LLC 0.93% of their portfolio AUSTIN, TX 92,18792.2k $3.8m $3.8m 0.93% Reduced -3.4k -3,431
14 Bison Wealth, LLC 0.33% of their portfolio ATLANTA, GA 86,03186.0k $3.5m $3.5m 0.33% Reduced -4.0k -3,987
15 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 82,38682.4k $3.4m $3.4m 0.02% Reduced -3.4k -3,398
16 Signal Advisors Wealth, LLC 0.29% of their portfolio DETROIT, MI 72,80572.8k $3.0m $3.0m 0.29% Reduced -70.2k -70,172
17 OneDigital Investment Advisors LLC 0.03% of their portfolio OVERLAND PARK, KS 64,62264.6k $2.6m $2.6m 0.03% Reduced -6.9k -6,901
18 CWM, LLC 0.01% of their portfolio OMAHA, NE 59,12559.1k $2.4m $2.4m 0.01% Reduced -159.5k -159,526
19 Foguth Wealth Management, LLC. 0.58% of their portfolio BRIGHTON, MI 58,54758.5k $2.4m $2.4m 0.58% Reduced -33.6k -33,620
20 Virtue Capital Management, LLC 0.27% of their portfolio BRENTWOOD, TN 57,21357.2k $2.3m $2.3m 0.27% New
21 Midwest Financial Network, LLC 2.16% of their portfolio TINLEY PARK, IL 52,98353.0k $2.2m $2.2m 2.16% Added +6.2k +6,202
22 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 46,39046.4k $1.9m $1.9m 0.01% Added +224 +224
23 SMART Wealth LLC 0.63% of their portfolio Omaha, NE 42,95343.0k $1.8m $1.8m 0.63% Added +4.4k +4,443
24 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 42,03542.0k $1.7m $1.7m 0.00% Reduced -974 -974
25 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.32% of their portfolio BLUE BELL, PA 41,15441.2k $1.7m $1.7m 0.32% Reduced -226 -226
26 Advisory Services Network, LLC 0.03% of their portfolio ATLANTA, GA 40,20540.2k $1.6m $1.6m 0.03% New
27 Fragasso Financial Advisors Inc 0.11% of their portfolio SEWICKLEY, PA 35,24935.2k $1.4m $1.4m 0.11% Reduced -215 -215
28 RiverTree Advisors, LLC 0.92% of their portfolio WINTER PARK, FL 33,44233.4k $1.4m $1.4m 0.92% Reduced -6.2k -6,158
29 OLD MISSION CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 32,11332.1k $1.3m $1.3m 0.03% Added +21.4k +21,411
30 Keystone Wealth Services, LLC 0.34% of their portfolio PALM DESERT, CA 30,28530.3k $1.2m $1.2m 0.34% Reduced -1.7k -1,667
31 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 29,65529.7k $1.2m $1.2m 0.01% Added +300 +300
32 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 28,82928.8k $1.2m $1.2m 0.00% Reduced -1.1k -1,058
33 Integrity Financial Corp /WA 0.62% of their portfolio JACKSON, WY 26,77626.8k $1.1m $1.1m 0.62% Reduced -454 -454
34 Apollon Wealth Management, LLC 0.02% of their portfolio MOUNT PLEASANT, SC 26,64026.6k $1.1m $1.1m 0.02% Unchanged
35 MTM Investment Management, LLC 0.42% of their portfolio SPARTANBURG, SC 26,39526.4k $1.1m $1.1m 0.42% Unchanged
36 McKinley Carter Wealth Services, Inc. 0.06% of their portfolio WHEELING, WV 23,01223.0k $941.0k $941.0k 0.06% Unchanged
37 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 22,40122.4k $916.0k $916.0k 0.00% New
38 B. Riley Wealth Advisors, Inc. 0.03% of their portfolio MEMPHIS, TN 20,46720.5k $836.9k $836.9k 0.03% Added +900 +900
39 FWG Investments, LLC. 0.95% of their portfolio LEXINGTON, KY 19,89819.9k $813.6k $813.6k 0.95% Reduced -95 -95
40 TFB Advisors LLC 0.23% of their portfolio OVERLAND PARK, KS 19,87319.9k $812.6k $812.6k 0.23% Added +3.9k +3,948
41 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 19,63519.6k $802.9k $802.9k 0.01% Unchanged
42 AssuredPartners Investment Advisors, LLC 0.15% of their portfolio Tampa, FL 19,09719.1k $780.9k $780.9k 0.15% Unchanged
43 FOUNDERS FINANCIAL SECURITIES LLC 0.06% of their portfolio TOWSON, MD 18,80018.8k $747.1k $747.1k 0.06% Added +5.5k +5,534
44 IHT Wealth Management, LLC 0.02% of their portfolio Chicago, IL 18,44718.4k $754.3k $754.3k 0.02% Reduced -722 -722
45 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 17,80017.8k $727.8k $727.8k 0.00% Added +10.7k +10,726
46 Barnes Wealth Management Group, Inc 0.43% of their portfolio Bakersfield, CA 16,33016.3k $667.7k $667.7k 0.43% Reduced -84 -84
47 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 15,27715.3k $625.0k $625.0k 0.00% New
48 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 15,26515.3k $624.2k $624.2k 0.01% Reduced -3.7k -3,689
49 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 14,85814.9k $607.5k $607.5k 0.01% Unchanged
50 Sequent Planning LLC 0.22% of their portfolio OMAHA, NE 14,75514.8k $603.3k $603.3k 0.22% Unchanged
51 CoreCap Advisors, LLC 0.03% of their portfolio SOUTHFIELD, MI 14,25214.3k $582.8k $582.8k 0.03% Added +1.0k +1,040
52 TOWNSQUARE CAPITAL LLC 0.01% of their portfolio Lehi, UT 14,10614.1k $576.8k $576.8k 0.01% Reduced -192 -192
53 FORTRESS PRIVATE LEDGER, LLC 0.32% of their portfolio RALEIGH, NC 13,84713.8k $566.2k $566.2k 0.32% Reduced -24 -24
54 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 13,51213.5k $553.0k $553.0k 0.00% Unchanged
55 Main Street Financial Solutions, LLC 0.05% of their portfolio NEWTOWN, PA 13,11813.1k $536.4k $536.4k 0.05% Reduced -572 -572
56 Sowell Financial Services LLC 0.02% of their portfolio NORTH LITTLE ROCK, AR 12,85412.9k $525.6k $525.6k 0.02% Added +133 +133
57 KINGSWOOD WEALTH ADVISORS, LLC 0.05% of their portfolio SAN DIEGO, CA 12,47112.5k $511.6k $511.6k 0.05% Reduced -13.1k -13,130
58 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 12,38112.4k $509.0k $509.0k 0.02% Reduced -549 -549
59 LifeWealth Investments, LLC 0.11% of their portfolio WINTER GARDEN, FL 12,38012.4k $506.2k $506.2k 0.11% Added +6.2k +6,190
60 Prosperity Consulting Group, LLC 0.04% of their portfolio OWINGS MILLS, MD 12,26212.3k $501.4k $501.4k 0.04% Unchanged
61 CENTAURUS FINANCIAL, INC. 0.03% of their portfolio ANAHEIM, CA 11,81811.8k $483.0k $483.0k 0.03% Reduced -35 -35
62 Mission Financial Group, LLC 0.46% of their portfolio HONOLULU, HI 11,18611.2k $502.3k $502.3k 0.46% First filing
63 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 10,68710.7k $439.0k $439.0k 0.01% New
64 Coppell Advisory Solutions LLC 0.06% of their portfolio COPPELL, TX 10,41310.4k $415.1k $415.1k 0.06% New
65 Griffith & Werner, Inc. 0.25% of their portfolio CANTON, GA 10,00010.0k $408.9k $408.9k 0.25% Unchanged
66 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 9,8549.9k $402.9k $402.9k 0.01% Reduced -1.3k -1,323
67 DHJJ Financial Advisors, Ltd. 0.16% of their portfolio NAPERVILLE, IL 9,7569.8k $398.9k $398.9k 0.16% Unchanged
68 FSB PREMIER WEALTH MANAGEMENT, INC. 0.16% of their portfolio WATERLOO, IA 9,7549.8k $398.8k $398.8k 0.16% Reduced -5.6k -5,566
69 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 9,3719.4k $383.0k $383.0k 0.01% Reduced -50 -50
70 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 9,2569.3k $378.5k $378.5k 0.01% Reduced -606 -606
71 Mariner, LLC 0.00% of their portfolio Overland Park, KS 9,1149.1k $372.7k $372.7k 0.00% Unchanged
72 FLAGSTAR SECURITIES, INC 0.10% of their portfolio New York, NY 9,0959.1k $371.9k $371.9k 0.10% Added +20 +20
73 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 9,0529.1k $370.1k $370.1k 0.00% Unchanged
74 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 9,0379.0k $369.5k $369.5k 0.01% Unchanged
75 INSIGNEO ADVISORY SERVICES, LLC 0.04% of their portfolio MIAMI, FL 8,7948.8k $359.6k $359.6k 0.04% Unchanged
76 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 8,2248.2k $336.3k $336.3k 0.01% Unchanged
77 Brookstone Capital Management 0.00% of their portfolio WHEATON, IL 7,2817.3k $297.7k $297.7k 0.00% Reduced -272 -272
78 Bullseye Investment Management, LLC 0.18% of their portfolio CINCINNATI, OH 7,2237.2k $295.4k $295.4k 0.18% Reduced -281 -281
79 NewEdge Wealth, LLC 0.01% of their portfolio STAMFORD, CT 7,0097.0k $286.6k $286.6k 0.01% Unchanged
80 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 6,8636.9k $280.6k $280.6k 0.00% Added +4.3k +4,302
81 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 6,7406.7k $275.6k $275.6k 0.00% Unchanged
82 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 6,4436.4k $263.5k $263.5k 0.01% Unchanged
83 Lion Street Advisors, LLC 0.08% of their portfolio Austin, TX 6,4286.4k $262.8k $262.8k 0.08% Unchanged
84 McCarthy & Cox 0.11% of their portfolio MARYSVILLE, OH 6,4166.4k $262.4k $262.4k 0.11% Reduced -164.1k -164,102
85 JOURNEY STRATEGIC WEALTH LLC 0.01% of their portfolio SUMMIT, NJ 5,6535.7k $231.2k $231.2k 0.01% Reduced -246 -246
86 SOA Wealth Advisors, LLC. 0.05% of their portfolio NEW YORK, NY 5,5815.6k $228.2k $228.2k 0.05% Added +1.2k +1,151
87 Harvest Investment Services, LLC 0.06% of their portfolio Oakbrook Terrace, IL 5,5765.6k $228.0k $228.0k 0.06% Reduced -193 -193
88 Faithward Advisors, LLC 0.04% of their portfolio LANCASTER, PA 5,5615.6k $227.4k $227.4k 0.04% Reduced -1.4k -1,358
89 ARBOR CAPITAL MANAGEMENT INC /ADV 0.21% of their portfolio ANCHORAGE, AK 5,3125.3k $218.0k $218.0k 0.21% Added +371 +371
90 Lifeworks Advisors, LLC 0.04% of their portfolio GRAND RAPIDS, MI 5,3085.3k $217.0k $217.0k 0.04% Reduced -1.9k -1,868
91 Financial Network Wealth Advisors LLC 0.28% of their portfolio MURRAY, UT 5,2975.3k $216.6k $216.6k 0.28% Added +1.4k +1,364
92 AdvisorNet Financial, Inc 0.02% of their portfolio MINNETONKA, MN 5,1005.1k $208.5k $208.5k 0.02% Unchanged
93 Clear Creek Financial Management, LLC 0.02% of their portfolio SILVERDALE, WA 5,0005.0k $204.4k $204.4k 0.02% Unchanged
94 Beacon Financial Advisory LLC 0.06% of their portfolio CLEVELAND, OH 4,9294.9k $201.5k $201.5k 0.06% Unchanged
95 Murphy & Mullick Capital Management Corp 0.15% of their portfolio SMITHTOWN, NY 3,8003.8k $155.4k $155.4k 0.15% Unchanged
96 LANARK FINANCIAL, INC. 0.01% of their portfolio BIRMINGHAM, AL 3,2463.2k $132.0k $132.0k 0.01% Added +3.2k +3,243
97 WOLFF WIESE MAGANA LLC 0.09% of their portfolio CARSLBAD, CA 3,2153.2k $131.5k $131.5k 0.09% Unchanged
98 Sunbelt Securities, Inc. 0.01% of their portfolio HOUSTON, TX 3,0033.0k $122.8k $122.8k 0.01% Reduced -7.4k -7,428
99 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 2,8752.9k $117.6k $117.6k 0.00% Unchanged
100 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,8432.8k $116.2k $116.2k 0.00% Added +432 +432