Vault-13

FIRST TR EXCHNG TRADED FD VI DNOV

FT VEST US EQT · ETP · CUSIP 33740F839

87 institutional holders +1 vs Q4 2022
4,949,5854.9m shares reported held*
$169.1mreported value*
11 new 18 added 39 reduced 9 sold out net sold ≈ $10.1m (-295.6k 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 ≈ $34.17.

Trends to Q1 2023

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 89Q4 22: 86Q1 23: 8787Q3 22Q4 22Q1 23
Numbers
QuarterHolders
Q3 202289
Q4 202286
Q1 202387

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 22: 33 bought or addedQ4 22: 56 cut or sold outQ4 22Q1 23: 29 bought or addedQ1 23: 48 cut or sold outQ1 23
Numbers
QuarterBought or addedCut or sold out
Q4 20223356
Q1 20232948

Biggest buyers

OSAIC HOLDINGS, INC. Added +326,139+326.1k
OLD MISSION CAPITAL LLC New +50,756+50.8k
NewEdge Advisors, LLC Added +33,000+33.0k
Raymond James Financial Services Advisors, Inc. Added +21,702+21.7k
Stratos Wealth Partners, LTD. New +20,331+20.3k
NorthCrest Asset Manangement, LLC New +19,216+19.2k
CITADEL ADVISORS LLC New +16,391+16.4k
TOWNSQUARE CAPITAL LLC Added +12,463+12.5k
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Added +11,282+11.3k
JPMORGAN CHASE & CO Added +11,242+11.2k

Biggest sellers

WORLD EQUITY GROUP, INC. Sold out -155,631-155.6k
Brookstone Capital Management Sold out -120,363-120.4k
Echo Wealth Management, LLC Reduced -87,365-87.4k
BENJAMIN F. EDWARDS & COMPANY, INC. Reduced -60,289-60.3k
Clear Creek Financial Management, LLC Reduced -54,951-55.0k
Integrated Wealth Concepts LLC Reduced -47,972-48.0k
Cambridge Investment Research Advisors, Inc. Reduced -39,025-39.0k
IFP Advisors, Inc Reduced -34,829-34.8k
Kestra Advisory Services, LLC Reduced -33,746-33.7k
Cetera Investment Advisers Reduced -31,737-31.7k

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, Q1 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OSAIC HOLDINGS, INC. 0.09% of their portfolio SCOTTSDALE, AZ 1,365,5331.4m $46.8m $46.8m 0.09% Added +326.1k +326,139
2 COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio WALTHAM, MA 545,656545.7k $18.7m $18.7m 0.04% Added +1.4k +1,398
3 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 341,715341.7k $11.7m $11.7m 0.01% Added +2.9k +2,894
4 Raymond James Financial Services Advisors, Inc. 0.02% of their portfolio ST. PETERSBURG, FL 279,177279.2k $9.6m $9.6m 0.02% Added +21.7k +21,702
5 OGOREK ANTHONY JOSEPH /NY/ /ADV 2.40% of their portfolio WILLIAMSVILLE, NY 171,225171.2k $5.9m $5.9m 2.40% Added +1.4k +1,403
6 BEACON FINANCIAL GROUP 0.79% of their portfolio DALLAS, TX 164,610164.6k $5.6m $5.6m 0.79% Reduced -3.0k -3,024
7 IFP Advisors, Inc 0.16% of their portfolio TAMPA, FL 121,202121.2k $3.7m $3.7m 0.16% Reduced -34.8k -34,829
8 Echo Wealth Management, LLC 4.49% of their portfolio PLYMOUTH, MN 118,685118.7k $4.1m $4.1m 4.49% Reduced -87.4k -87,365
9 Donald L. Hagan, LLC 1.73% of their portfolio Sarasota, FL 91,41291.4k $3.1m $3.1m 1.73% Added +3.0k +2,994
10 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 82,36482.4k $2.8m $2.8m 0.01% Reduced -39.0k -39,025
11 Comprehensive Financial Consultants Institutional, Inc. 1.49% of their portfolio Bloomington, IN 76,79876.8k $2.6m $2.6m 1.49% Reduced -2.3k -2,345
12 Keystone Wealth Services, LLC 1.00% of their portfolio PALM DESERT, CA 71,67571.7k $2.5m $2.5m 1.00% Reduced -13.7k -13,653
13 Mariner, LLC 0.01% of their portfolio Overland Park, KS 69,16769.2k $2.4m $2.4m 0.01% Reduced -1.5k -1,500
14 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 68,77968.8k $2.4m $2.4m 0.02% Reduced -31.7k -31,737
15 Tanglewood Legacy Advisors, LLC 1.50% of their portfolio HOUSTON, TX 68,62668.6k $2.4m $2.4m 1.50% Unchanged
16 Atria Investments, Inc 0.04% of their portfolio Charlotte, NC 65,35365.4k $2.2m $2.2m 0.04% Added +381 +381
17 Cetera Advisors LLC 0.03% of their portfolio DENVER, CO 61,27661.3k $2.1m $2.1m 0.03% Reduced -4.2k -4,210
18 Atria Wealth Solutions, Inc. 0.03% of their portfolio NEW YORK, NY 57,12357.1k $2.0m $2.0m 0.03% Reduced -7.1k -7,056
19 AVANTAX ADVISORY SERVICES, INC. 0.02% of their portfolio DALLAS, TX 56,17756.2k $1.9m $1.9m 0.02% Added +4.9k +4,940
20 OLD MISSION CAPITAL LLC 0.05% of their portfolio CHICAGO, IL 50,75650.8k $1.7m $1.7m 0.05% New
21 Sunbelt Securities, Inc. 0.25% of their portfolio HOUSTON, TX 46,55246.6k $1.6m $1.6m 0.25% Unchanged
22 Mutual Advisors, LLC 0.06% of their portfolio OMAHA, NE 45,35445.4k $1.6m $1.6m 0.06% Reduced -1.9k -1,900
23 Cetera Advisor Networks LLC 0.01% of their portfolio EL SEGUNDO, CA 44,49544.5k $1.5m $1.5m 0.01% Reduced -14.8k -14,779
24 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 43,85043.9k $1.5m $1.5m 0.02% Added +33.0k +33,000
25 Summit Financial Wealth Advisors, LLC 0.35% of their portfolio Lafayette, LA 43,18843.2k $1.5m $1.5m 0.35% Reduced -5.4k -5,440
26 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 40,12240.1k $1.4m $1.4m 0.01% Reduced -33.7k -33,746
27 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 39,12139.1k $1.3m $1.3m 0.01% Reduced -5.5k -5,539
28 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.09% of their portfolio BIRMINGHAM, AL 33,19833.2k $1.1m $1.1m 0.09% Added +11.3k +11,282
29 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 31,79731.8k $1.1m $1.1m 0.00% Reduced -12.8k -12,790
30 HARBOUR INVESTMENTS, INC. 0.06% of their portfolio MADISON, WI 30,36530.4k $1.0m $1.0m 0.06% Reduced -24.0k -23,968
31 Clear Creek Financial Management, LLC 0.19% of their portfolio SILVERDALE, WA 28,47128.5k $975.7k $975.7k 0.19% Reduced -55.0k -54,951
32 Ignite Planners, LLC 0.37% of their portfolio SAN CLEMENTE, CA 26,08626.1k $893.2k $893.2k 0.37% Unchanged
33 TOWNSQUARE CAPITAL LLC 0.02% of their portfolio Lehi, UT 25,12525.1k $861.0k $861.0k 0.02% Added +12.5k +12,463
34 SageView Advisory Group, LLC 0.05% of their portfolio Newport Beach, CA 23,93923.9k $820.4k $820.4k 0.05% Added +3.8k +3,767
35 McKinley Carter Wealth Services, Inc. 0.06% of their portfolio WHEELING, WV 23,48523.5k $804.8k $804.8k 0.06% Unchanged
36 CENTAURUS FINANCIAL, INC. 0.06% of their portfolio ANAHEIM, CA 21,43521.4k $735.0k $735.0k 0.06% Unchanged
37 Stratos Wealth Partners, LTD. 0.02% of their portfolio BEACHWOOD, OH 20,33120.3k $696.7k $696.7k 0.02% New
38 1ST SOURCE BANK 0.04% of their portfolio SOUTH BEND, IN 19,63719.6k $673.0k $673.0k 0.04% Unchanged
39 NorthCrest Asset Manangement, LLC 0.03% of their portfolio PLYMOUTH, MN 19,21619.2k $658.5k $658.5k 0.03% New
40 Capital Asset Advisory Services LLC 0.05% of their portfolio Williamston, MI 17,83217.8k $611.1k $611.1k 0.05% Reduced -935 -935
41 DHJJ Financial Advisors, Ltd. 0.32% of their portfolio NAPERVILLE, IL 17,40817.4k $596.6k $596.6k 0.32% Unchanged
42 B. Riley Wealth Advisors, Inc. 0.02% of their portfolio MEMPHIS, TN 17,10117.1k $586.1k $586.1k 0.02% Reduced -1.0k -1,020
43 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 16,39116.4k $561.7k $561.7k 0.00% New
44 Virtue Capital Management, LLC 0.09% of their portfolio BRENTWOOD, TN 16,04416.0k $546.0k $546.0k 0.09% Added +105 +105
45 Sage Capital Advisors,llc 0.21% of their portfolio SIOUX FALLS, SD 15,96216.0k $547.0k $547.0k 0.21% Reduced -392 -392
46 CWM, LLC 0.00% of their portfolio OMAHA, NE 15,65215.7k $536.0k $536.0k 0.00% Reduced -1 -1
47 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 13,38513.4k $459.8k $459.8k 0.02% Reduced -1.9k -1,934
48 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 13,30013.3k $455.8k $455.8k 0.00% Reduced -123 -123
49 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 13,29213.3k $456.0k $456.0k 0.00% Reduced -7.1k -7,142
50 Icon Wealth Partners, LLC 0.05% of their portfolio HOUSTON, TX 13,06413.1k $447.7k $447.7k 0.05% First filing
51 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 12,82612.8k $439.5k $439.5k 0.00% Added +2.0k +1,990
52 Bluespring Wealth Management, LLC 0.06% of their portfolio AUSTIN, TX 12,65812.7k $433.8k $433.8k 0.06% Unchanged
53 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 11,98312.0k $411.0k $411.0k 0.00% Added +11.2k +11,242
54 StoneX Group Inc. 0.04% of their portfolio NEW YORK, NY 11,58311.6k $396.9k $396.9k 0.04% Added +439 +439
55 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 11,31211.3k $388.0k $388.0k 0.01% Reduced -48.0k -47,972
56 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 10,34310.3k $354.5k $354.5k 0.00% New
57 Delta Investment Management, LLC 0.10% of their portfolio SAN FRANCISCO, CA 10,08010.1k $345.4k $345.4k 0.10% Reduced -15 -15
58 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 10,06510.1k $344.9k $344.9k 0.00% Reduced -4.6k -4,600
59 LJI Wealth Management, LLC 0.11% of their portfolio INDIANAPOLIS, IN 10,00010.0k $342.7k $342.7k 0.11% New
60 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 9,7409.7k $333.8k $333.8k 0.01% Reduced -150 -150
61 Main Street Financial Solutions, LLC 0.05% of their portfolio NEWTOWN, PA 9,3009.3k $318.7k $318.7k 0.05% Unchanged
62 American Planning Services, Inc. 0.21% of their portfolio Sun City Center, FL 9,1619.2k $313.9k $313.9k 0.21% Reduced -1.1k -1,136
63 WEDBUSH SECURITIES INC 0.02% of their portfolio PASADENA, CA 9,1309.1k $313.0k $313.0k 0.02% Added +145 +145
64 Summit Wealth Partners, LLC 0.08% of their portfolio Orlando, FL 9,0649.1k $310.6k $310.6k 0.08% Reduced -854 -854
65 Integrity Financial Corp /WA 0.25% of their portfolio JACKSON, WY 9,0289.0k $309.4k $309.4k 0.25% Added +2.0k +1,974
66 Cambridge Advisors Inc. 0.08% of their portfolio OMAHA, NE 8,9839.0k $307.8k $307.8k 0.08% Unchanged
67 Strategic Blueprint, LLC 0.03% of their portfolio ATLANTA, GA 8,7518.8k $299.9k $299.9k 0.03% Reduced -5.3k -5,261
68 DEBUSSY CAPITAL MANAGEMENT LP 0.08% of their portfolio CHICAGO, IL 7,3157.3k $250.7k $250.7k 0.08% New
69 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 7,1297.1k $244.0k $244.0k 0.00% Reduced -1.0k -1,022
70 First Heartland Consultants, Inc. 0.04% of their portfolio LAKE ST. LOUIS, MO 6,9507.0k $238.2k $238.2k 0.04% Reduced -697 -697
71 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 6,9156.9k $237.0k $237.0k 0.01% New
72 Vertex Planning Partners, LLC 0.09% of their portfolio DOWNERS GROVE, IL 6,7706.8k $232.0k $232.0k 0.09% Reduced -6.8k -6,820
73 RETIREMENT GUYS FORMULA LLC 0.16% of their portfolio MAUMEE, OH 6,7066.7k $229.8k $229.8k 0.16% Unchanged
74 Kovack Advisors, Inc. 0.03% of their portfolio FT. LAUDERDALE, FL 6,5006.5k $222.8k $222.8k 0.03% Unchanged
75 Claro Advisors Inc. 0.06% of their portfolio BOSTON, MA 6,4586.5k $221.3k $221.3k 0.06% Reduced -122 -122
76 EPG Wealth Management LLC 0.06% of their portfolio ATLANTA, GA 5,3005.3k $181.6k $181.6k 0.06% Unchanged
77 MTM Investment Management, LLC 0.05% of their portfolio SPARTANBURG, SC 3,0953.1k $106.1k $106.1k 0.05% Reduced -440 -440
78 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 2,9943.0k $102.6k $102.6k 0.00% New
79 BENJAMIN F. EDWARDS & COMPANY, INC. 0.00% of their portfolio ST. LOUIS, MO 1,8001.8k $62.0k $62.0k 0.00% Reduced -60.3k -60,289
80 WealthPLAN Partners, LLC 0.01% of their portfolio OMAHA, NE 1,7291.7k $59.3k $59.3k 0.01% New
81 SOA Wealth Advisors, LLC. 0.01% of their portfolio NEW YORK, NY 1,1511.2k $39.4k $39.4k 0.01% Unchanged
82 Glen Eagle Advisors, LLC 0.01% of their portfolio KINGSTON, NJ 1,0001.0k $34.3k $34.3k 0.01% Unchanged
83 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 519519 $17.8k $17.8k 0.00% Unchanged
84 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 436436 $14.9k $14.9k 0.00% New
85 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 300300 $10.0k $10.0k 0.00% Unchanged
86 Belpointe Asset Management LLC 0.00% of their portfolio RENO, NV 33 $103 $103 0.00% Reduced -4 -4
87 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 11 $34 $34 0.00% Unchanged