Vault-13

FIRST TR EXCHNG TRADED FD VI DNOV

FT VEST US EQT · ETP · CUSIP 33740F839

86 institutional holders -3 vs Q3 2022
5,257,0465.3m shares reported held*
$171.7mreported value*
14 new 19 added 39 reduced 17 sold out net sold ≈ $30.5m (-934.2k 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 ≈ $32.66.

Trends to Q4 2022

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 89Q4 22: 8686Q3 22Q4 22
Numbers
QuarterHolders
Q3 202289
Q4 202286

Biggest buyers

OSAIC HOLDINGS, INC. Added +523,844+523.8k
ENVESTNET ASSET MANAGEMENT INC Added +249,718+249.7k
Echo Wealth Management, LLC New +206,050+206.1k
AVANTAX ADVISORY SERVICES, INC. Added +36,617+36.6k
Sunbelt Securities, Inc. Added +34,891+34.9k
Raymond James Financial Services Advisors, Inc. Added +31,992+32.0k
Ignite Planners, LLC New +26,086+26.1k
Sowell Financial Services LLC New +23,394+23.4k
Cetera Advisor Networks LLC Added +21,057+21.1k
MML INVESTORS SERVICES, LLC New +20,434+20.4k

Biggest sellers

Altman Advisors, Inc. Sold out -501,391-501.4k
HighTower Advisors, LLC Reduced -281,102-281.1k
Grant Street Asset Management, Inc. Sold out -200,201-200.2k
Keystone Wealth Services, LLC Reduced -170,035-170.0k
OGOREK ANTHONY JOSEPH /NY/ /ADV Reduced -162,194-162.2k
Cetera Advisors LLC Reduced -140,831-140.8k
Kestra Advisory Services, LLC Reduced -94,981-95.0k
CreativeOne Wealth, LLC Sold out -63,770-63.8k
CARY STREET PARTNERS INVESTMENT ADVISORY LLC Reduced -60,224-60.2k
Cambridge Investment Research Advisors, Inc. Reduced -51,237-51.2k

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 +3.5 pts · filed 2026-10-22 44.2% +3.5 pts 3.4m≈ $174.1m 2026-10-22

Holders, Q4 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OSAIC HOLDINGS, INC. 0.07% of their portfolio SCOTTSDALE, AZ 1,039,3941.0m $34.0m $34.0m 0.07% Added +523.8k +523,844
2 COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio WALTHAM, MA 544,258544.3k $17.8m $17.8m 0.04% Reduced -39.9k -39,869
3 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 338,821338.8k $11.1m $11.1m 0.01% Added +249.7k +249,718
4 Raymond James Financial Services Advisors, Inc. 0.02% of their portfolio ST. PETERSBURG, FL 257,475257.5k $8.4m $8.4m 0.02% Added +32.0k +31,992
5 Echo Wealth Management, LLC 7.34% of their portfolio PLYMOUTH, MN 206,050206.1k $6.9m $6.9m 7.34% New
6 OGOREK ANTHONY JOSEPH /NY/ /ADV 2.41% of their portfolio WILLIAMSVILLE, NY 169,822169.8k $5.5m $5.5m 2.41% Reduced -162.2k -162,194
7 BEACON FINANCIAL GROUP 0.75% of their portfolio DALLAS, TX 167,634167.6k $5.5m $5.5m 0.75% Added +11.6k +11,600
8 IFP Advisors, Inc 0.13% of their portfolio TAMPA, FL 156,031156.0k $4.8m $4.8m 0.13% Reduced -671 -671
9 WORLD EQUITY GROUP, INC. 1.21% of their portfolio SCHAUMBURG, IL 155,631155.6k $5.1m $5.1m 1.21% Reduced -8.0k -8,020
10 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 121,389121.4k $4.0m $4.0m 0.02% Reduced -51.2k -51,237
11 Brookstone Capital Management 0.08% of their portfolio WHEATON, IL 120,363120.4k $4.0m $4.0m 0.08% Reduced -6.6k -6,626
12 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 100,516100.5k $3.3m $3.3m 0.03% Reduced -32.9k -32,946
13 Donald L. Hagan, LLC 1.82% of their portfolio Sarasota, FL 88,41888.4k $2.9m $2.9m 1.82% Reduced -15.1k -15,128
14 Keystone Wealth Services, LLC 1.22% of their portfolio PALM DESERT, CA 85,32885.3k $2.8m $2.8m 1.22% Reduced -170.0k -170,035
15 Clear Creek Financial Management, LLC 0.60% of their portfolio SILVERDALE, WA 83,42283.4k $2.7m $2.7m 0.60% Reduced -6.9k -6,876
16 Comprehensive Financial Consultants Institutional, Inc. 1.61% of their portfolio Bloomington, IN 79,14379.1k $2.6m $2.6m 1.61% Reduced -4.0k -4,018
17 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 73,86873.9k $2.4m $2.4m 0.02% Reduced -95.0k -94,981
18 Mariner, LLC 0.01% of their portfolio Overland Park, KS 70,66770.7k $2.3m $2.3m 0.01% Reduced -1.0k -1,039
19 Tanglewood Legacy Advisors, LLC 1.59% of their portfolio HOUSTON, TX 68,62668.6k $2.2m $2.2m 1.59% First filing
20 Cetera Advisors LLC 0.04% of their portfolio DENVER, CO 65,48665.5k $2.1m $2.1m 0.04% Reduced -140.8k -140,831
21 Atria Investments, Inc 0.04% of their portfolio Charlotte, NC 64,97265.0k $2.1m $2.1m 0.04% Reduced -23.6k -23,592
22 Atria Wealth Solutions, Inc. 0.03% of their portfolio NEW YORK, NY 64,17964.2k $2.1m $2.1m 0.03% Reduced -11.8k -11,795
23 BENJAMIN F. EDWARDS & COMPANY, INC. 0.09% of their portfolio ST. LOUIS, MO 62,08962.1k $2.0m $2.0m 0.09% Reduced -1.6k -1,634
24 Integrated Wealth Concepts LLC 0.05% of their portfolio WALTHAM, MA 59,28459.3k $1.9m $1.9m 0.05% Reduced -46.3k -46,333
25 Cetera Advisor Networks LLC 0.02% of their portfolio EL SEGUNDO, CA 59,27459.3k $1.9m $1.9m 0.02% Added +21.1k +21,057
26 HARBOUR INVESTMENTS, INC. 0.11% of their portfolio MADISON, WI 54,33354.3k $1.8m $1.8m 0.11% Added +16.4k +16,354
27 AVANTAX ADVISORY SERVICES, INC. 0.02% of their portfolio DALLAS, TX 51,23751.2k $1.7m $1.7m 0.02% Added +36.6k +36,617
28 Summit Financial Wealth Advisors, LLC 0.38% of their portfolio Lafayette, LA 48,62848.6k $1.6m $1.6m 0.38% Added +4.2k +4,154
29 Mutual Advisors, LLC 0.07% of their portfolio OMAHA, NE 47,25447.3k $1.5m $1.5m 0.07% Added +7.8k +7,830
30 Sunbelt Securities, Inc. 0.30% of their portfolio HOUSTON, TX 46,55246.6k $1.5m $1.5m 0.30% Added +34.9k +34,891
31 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 44,66044.7k $1.5m $1.5m 0.01% Added +7.3k +7,315
32 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 44,58744.6k $1.5m $1.5m 0.01% Reduced -12.3k -12,309
33 Ignite Planners, LLC 0.37% of their portfolio SAN CLEMENTE, CA 26,08626.1k $883.5k $883.5k 0.37% New
34 McKinley Carter Wealth Services, Inc. 0.07% of their portfolio WHEELING, WV 23,48523.5k $767.3k $767.3k 0.07% Added +3.6k +3,650
35 Sowell Financial Services LLC 0.05% of their portfolio NORTH LITTLE ROCK, AR 23,39423.4k $764.0k $764.0k 0.05% New
36 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.06% of their portfolio BIRMINGHAM, AL 21,91621.9k $716.0k $716.0k 0.06% Reduced -1.4k -1,373
37 AdvisorNet Financial, Inc 0.07% of their portfolio MINNETONKA, MN 21,70021.7k $708.9k $708.9k 0.07% Reduced -1.2k -1,200
38 CENTAURUS FINANCIAL, INC. 0.07% of their portfolio ANAHEIM, CA 21,43521.4k $700.0k $700.0k 0.07% Added +16.6k +16,635
39 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 20,43420.4k $668.0k $668.0k 0.00% New
40 SageView Advisory Group, LLC 0.05% of their portfolio Newport Beach, CA 20,17220.2k $659.0k $659.0k 0.05% First filing
41 1ST SOURCE BANK 0.04% of their portfolio SOUTH BEND, IN 19,63719.6k $641.5k $641.5k 0.04% Unchanged
42 Capital Asset Advisory Services LLC 0.05% of their portfolio Williamston, MI 18,76718.8k $613.1k $613.1k 0.05% Added +18.2k +18,157
43 B. Riley Wealth Advisors, Inc. 0.02% of their portfolio MEMPHIS, TN 18,12118.1k $592.0k $592.0k 0.02% Reduced -35.5k -35,476
44 DHJJ Financial Advisors, Ltd. 0.33% of their portfolio NAPERVILLE, IL 17,40817.4k $568.7k $568.7k 0.33% Reduced -1.6k -1,630
45 Sage Capital Advisors,llc 0.24% of their portfolio SIOUX FALLS, SD 16,35416.4k $534.3k $534.3k 0.24% Reduced -27.9k -27,919
46 Virtue Capital Management, LLC 0.08% of their portfolio BRENTWOOD, TN 15,93915.9k $520.7k $520.7k 0.08% New
47 CWM, LLC 0.00% of their portfolio OMAHA, NE 15,65315.7k $511.0k $511.0k 0.00% Unchanged
48 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 15,36215.4k $501.9k $501.9k 0.00% Reduced -34.0k -33,994
49 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 15,31915.3k $500.5k $500.5k 0.02% Reduced -7.0k -7,016
50 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 14,66514.7k $479.1k $479.1k 0.00% Reduced -2.1k -2,072
51 Strategic Blueprint, LLC 0.05% of their portfolio ATLANTA, GA 14,01214.0k $457.8k $457.8k 0.05% Added +2.1k +2,069
52 Vertex Planning Partners, LLC 0.17% of their portfolio DOWNERS GROVE, IL 13,59013.6k $444.0k $444.0k 0.17% First filing
53 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 13,42313.4k $438.5k $438.5k 0.00% New
54 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 13,28913.3k $409.9k $409.9k 0.01% New
55 Icon Wealth Advisors, LLC 0.05% of their portfolio HOUSTON, TX 13,06413.1k $426.8k $426.8k 0.05% New
56 TOWNSQUARE CAPITAL LLC 0.01% of their portfolio Lehi, UT 12,66212.7k $413.7k $413.7k 0.01% Reduced -1.3k -1,342
57 Bluespring Wealth Management, LLC 0.06% of their portfolio AUSTIN, TX 12,65812.7k $413.5k $413.5k 0.06% Unchanged
58 CoreCap Advisors, LLC 0.03% of their portfolio SOUTHFIELD, MI 11,83111.8k $386.5k $386.5k 0.03% Reduced -181 -181
59 StoneX Group Inc. 0.04% of their portfolio NEW YORK, NY 11,14411.1k $364.1k $364.1k 0.04% Added +2.9k +2,866
60 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 10,85010.8k $354.5k $354.5k 0.01% Added +3.9k +3,925
61 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 10,83610.8k $354.0k $354.0k 0.00% New
62 American Planning Services, Inc. 0.34% of their portfolio Sun City Center, FL 10,29710.3k $336.4k $336.4k 0.34% Added +10.3k +10,287
63 Delta Investment Management, LLC 0.11% of their portfolio SAN FRANCISCO, CA 10,09510.1k $329.8k $329.8k 0.11% Reduced -3 -3
64 Summit Wealth Partners, LLC 0.09% of their portfolio Orlando, FL 9,9189.9k $324.0k $324.0k 0.09% Reduced -2.9k -2,855
65 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 9,8909.9k $323.1k $323.1k 0.01% Unchanged
66 Main Street Financial Solutions, LLC 0.05% of their portfolio NEWTOWN, PA 9,3009.3k $304.0k $304.0k 0.05% Reduced -3.0k -3,000
67 WEDBUSH SECURITIES INC 0.02% of their portfolio PASADENA, CA 8,9859.0k $294.0k $294.0k 0.02% Unchanged
68 Cambridge Advisors Inc. 0.08% of their portfolio OMAHA, NE 8,9839.0k $293.5k $293.5k 0.08% Added +533 +533
69 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 8,1518.2k $265.0k $265.0k 0.00% Reduced -281.1k -281,102
70 WMG Financial Advisors, LLC 0.22% of their portfolio Knoxville, TN 7,8657.9k $256.9k $256.9k 0.22% Reduced -15.5k -15,521
71 First Heartland Consultants, Inc. 0.04% of their portfolio LAKE ST. LOUIS, MO 7,6477.6k $249.8k $249.8k 0.04% Reduced -2.3k -2,341
72 Integrity Financial Corp /WA 0.22% of their portfolio JACKSON, WY 7,0547.1k $230.5k $230.5k 0.22% Reduced -5.4k -5,402
73 RETIREMENT GUYS FORMULA LLC 0.18% of their portfolio MAUMEE, OH 6,7066.7k $219.1k $219.1k 0.18% Reduced -3.2k -3,216
74 Claro Advisors Inc. 0.07% of their portfolio BOSTON, MA 6,5806.6k $215.0k $215.0k 0.07% Reduced -294 -294
75 Kovack Advisors, Inc. 0.03% of their portfolio FT. LAUDERDALE, FL 6,5006.5k $212.4k $212.4k 0.03% Unchanged
76 EPG Wealth Management LLC 0.07% of their portfolio ATLANTA, GA 5,3005.3k $173.2k $173.2k 0.07% Unchanged
77 MTM Investment Management, LLC 0.06% of their portfolio SPARTANBURG, SC 3,5353.5k $115.5k $115.5k 0.06% Unchanged
78 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.01% of their portfolio RICHMOND, VA 2,4892.5k $81.3k $81.3k 0.01% Reduced -60.2k -60,224
79 MONEY CONCEPTS CAPITAL CORP 0.00% of their portfolio PALM BEACH GARDENS, FL 1,4351.4k $46.9k $46.9k 0.00% New
80 SOA Wealth Advisors, LLC. 0.01% of their portfolio NEW YORK, NY 1,1511.2k $37.6k $37.6k 0.01% New
81 Glen Eagle Advisors, LLC 0.01% of their portfolio KINGSTON, NJ 1,0001.0k $32.7k $32.7k 0.01% Unchanged
82 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 741741 $24.0k $24.0k 0.00% New
83 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 519519 $17.0k $17.0k 0.00% New
84 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 300300 $10.0k $10.0k 0.00% Unchanged
85 Belpointe Asset Management LLC 0.00% of their portfolio RENO, NV 77 $229 $229 0.00% New
86 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 11 $33 $33 0.00% Unchanged