Vault-13

FIRST TR EXCHNG TRADED FD VI XNOV

FT VEST U.S. · ETP · CUSIP 33740F334

23 institutional holders +6 vs Q4 2023
608,715608.7k shares reported held*
$19.7mreported value*
9 new 6 added 2 reduced 3 sold out net bought ≈ $8.8m (+272.3k 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 ≈ $32.39.

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

0102030Q4 23: 17Q1 24: 2323Q4 23Q1 24
Numbers
QuarterHolders
Q4 202317
Q1 202423

Biggest buyers

Cetera Investment Advisers New +92,053+92.1k
Key Client Fiduciary Advisors, LLC New +80,683+80.7k
OLD MISSION CAPITAL LLC New +48,527+48.5k
OSAIC HOLDINGS, INC. Added +27,967+28.0k
CARY STREET PARTNERS INVESTMENT ADVISORY LLC New +20,782+20.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +19,675+19.7k
Bison Wealth, LLC New +10,394+10.4k
HARBOUR INVESTMENTS, INC. Added +7,935+7.9k
Kestra Advisory Services, LLC Added +5,810+5.8k
CITADEL ADVISORS LLC Added +4,601+4.6k

Biggest sellers

VIMA LLC Sold out -29,636-29.6k
JANE STREET GROUP, LLC Sold out -15,790-15.8k
Sigma Planning Corp Sold out -7,906-7.9k
Cambridge Investment Research Advisors, Inc. Reduced -2,468-2.5k
Arlington Capital Management, Inc. Reduced -23-23

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 -38.3 pts · filed 2026-10-07 6.1% -38.3 pts 39.7k≈ $1.6m 2026-10-07

Holders, Q1 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 126,796126.8k $4.1m $4.1m 0.03% Added +5.8k +5,810
2 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 92,05392.1k $3.0m $3.0m 0.01% New
3 Key Client Fiduciary Advisors, LLC 1.39% of their portfolio Fairfield, NJ 80,68380.7k $2.6m $2.6m 1.39% New
4 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 63,17263.2k $2.0m $2.0m 0.00% Added +1.4k +1,394
5 OLD MISSION CAPITAL LLC 0.04% of their portfolio CHICAGO, IL 48,52748.5k $1.6m $1.6m 0.04% New
6 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 34,27634.3k $1.1m $1.1m 0.00% Added +28.0k +27,967
7 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 32,40832.4k $1.1m $1.1m 0.00% Reduced -2.5k -2,468
8 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.03% of their portfolio RICHMOND, VA 20,78220.8k $673.1k $673.1k 0.03% New
9 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 19,67519.7k $637.3k $637.3k 0.00% New
10 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 15,37815.4k $498.1k $498.1k 0.02% Added +7.9k +7,935
11 WOLFF WIESE MAGANA LLC 0.38% of their portfolio CARSLBAD, CA 13,58813.6k $440.1k $440.1k 0.38% Unchanged
12 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 13,33713.3k $432.0k $432.0k 0.00% Added +4.6k +4,601
13 Bison Wealth, LLC 0.05% of their portfolio Atlanta, GA 10,39410.4k $336.7k $336.7k 0.05% New
14 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 8,7738.8k $284.2k $284.2k 0.00% Unchanged
15 Stonebridge Financial Planning Group, LLC 0.14% of their portfolio ORLANDO, FL 8,3008.3k $268.8k $268.8k 0.14% Added +1.5k +1,500
16 Arlington Capital Management, Inc. 0.17% of their portfolio ARLINGTON HEIGHTS, IL 6,4146.4k $207.7k $207.7k 0.17% Reduced -23 -23
17 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 6,0046.0k $194.5k $194.5k 0.01% Unchanged
18 UBS Group AG 0.00% of their portfolio ZURICH, V8 3,6713.7k $118.9k $118.9k 0.00% New
19 DHJJ Financial Advisors, Ltd. 0.03% of their portfolio NAPERVILLE, IL 1,8371.8k $59.5k $59.5k 0.03% New
20 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 1,3001.3k $42.1k $42.1k 0.00% New
21 PFS Partners, LLC 0.01% of their portfolio MINE HILL, NJ 620620 $20.1k $20.1k 0.01% Unchanged
22 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 385385 $12.5k $12.5k 0.00% Unchanged
23 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 342342 $11.1k $11.1k 0.00% Unchanged