Vault-13

FIRST TR EXCHNG TRADED FD VI DNOV

FT VEST US EQT · ETP · CUSIP 33740F839

82 institutional holders -5 vs Q1 2023
3,593,6753.6m shares reported held*
$129.8mreported value*
5 new 11 added 41 reduced 12 sold out net sold ≈ $52.3m (-1.4m 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 ≈ $36.11.

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 89Q4 22: 86Q1 23: 87Q2 23: 8282Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 202289
Q4 202286
Q1 202387
Q2 202382

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 23Q2 23: 16 bought or addedQ2 23: 53 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 20223356
Q1 20232948
Q2 20231653

Biggest buyers

IFP Advisors, Inc Added +121,202+121.2k
Sowell Financial Services LLC New +51,517+51.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +41,649+41.6k
LPL Financial LLC Added +28,579+28.6k
WORLD EQUITY GROUP, INC. New +26,312+26.3k
CreativeOne Wealth, LLC New +12,954+13.0k
ROYAL BANK OF CANADA Added +9,935+9.9k
UBS Group AG New +3,715+3.7k
TOWNSQUARE CAPITAL LLC Added +3,017+3.0k
Clear Creek Financial Management, LLC Added +2,294+2.3k

Biggest sellers

OSAIC HOLDINGS, INC. Reduced -899,589-899.6k
Raymond James Financial Services Advisors, Inc. Reduced -237,440-237.4k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -237,388-237.4k
Summit Financial Wealth Advisors, LLC Sold out -43,188-43.2k
OLD MISSION CAPITAL LLC Reduced -34,586-34.6k
Keystone Wealth Services, LLC Reduced -21,439-21.4k
AVANTAX ADVISORY SERVICES, INC. Reduced -20,929-20.9k
Stratos Wealth Partners, LTD. Sold out -20,331-20.3k
Janney Montgomery Scott LLC Reduced -17,786-17.8k
Cetera Advisor Networks LLC Reduced -16,695-16.7k

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, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 465,944465.9k $16.9m $16.9m 0.03% Reduced -899.6k -899,589
2 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 330,678330.7k $12.0m $12.0m 0.01% Reduced -11.0k -11,037
3 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 308,268308.3k $11.2m $11.2m 0.02% Reduced -237.4k -237,388
4 IFP Advisors, Inc 0.18% of their portfolio TAMPA, FL 242,404242.4k $8.1m $8.1m 0.18% Added +121.2k +121,202
5 OGOREK ANTHONY JOSEPH /NY/ /ADV 2.38% of their portfolio WILLIAMSVILLE, NY 171,094171.1k $6.2m $6.2m 2.38% Reduced -131 -131
6 BEACON FINANCIAL GROUP 0.79% of their portfolio DALLAS, TX 161,841161.8k $5.8m $5.8m 0.79% Reduced -2.8k -2,769
7 Echo Wealth Management, LLC 4.53% of their portfolio PLYMOUTH, MN 114,356114.4k $4.2m $4.2m 4.53% Reduced -4.3k -4,329
8 Donald L. Hagan, LLC 1.78% of their portfolio Sarasota, FL 87,08087.1k $3.2m $3.2m 1.78% Reduced -4.3k -4,332
9 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 74,29274.3k $2.7m $2.7m 0.01% Reduced -8.1k -8,072
10 Tanglewood Legacy Advisors, LLC 1.44% of their portfolio HOUSTON, TX 68,62668.6k $2.5m $2.5m 1.44% Unchanged
11 Mariner, LLC 0.01% of their portfolio Overland Park, KS 67,72167.7k $2.5m $2.5m 0.01% Reduced -1.4k -1,446
12 Comprehensive Financial Consultants Institutional, Inc. 1.31% of their portfolio Bloomington, IN 67,67567.7k $2.5m $2.5m 1.31% Reduced -9.1k -9,123
13 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 64,92464.9k $2.4m $2.4m 0.02% Reduced -3.9k -3,855
14 Atria Investments, Inc 0.04% of their portfolio Charlotte, NC 64,34764.3k $2.3m $2.3m 0.04% Reduced -1.0k -1,006
15 Cetera Advisors LLC 0.04% of their portfolio DENVER, CO 62,84262.8k $2.3m $2.3m 0.04% Added +1.6k +1,566
16 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 57,77357.8k $2.1m $2.1m 0.01% First filing
17 Sowell Financial Services LLC 0.10% of their portfolio NORTH LITTLE ROCK, AR 51,51751.5k $1.9m $1.9m 0.10% New
18 Keystone Wealth Services, LLC 0.68% of their portfolio PALM DESERT, CA 50,23650.2k $1.8m $1.8m 0.68% Reduced -21.4k -21,439
19 Sunbelt Securities, Inc. 0.24% of their portfolio HOUSTON, TX 46,55246.6k $1.7m $1.7m 0.24% Unchanged
20 Atria Wealth Solutions, Inc. 0.02% of their portfolio NEW YORK, NY 44,43844.4k $1.6m $1.6m 0.02% Reduced -12.7k -12,685
21 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 43,15043.1k $1.6m $1.6m 0.02% Reduced -700 -700
22 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 41,73741.7k $1.5m $1.5m 0.00% Reduced -237.4k -237,440
23 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 41,64941.6k $1.5m $1.5m 0.00% New
24 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 41,40541.4k $1.5m $1.5m 0.00% Added +28.6k +28,579
25 Mutual Advisors, LLC 0.05% of their portfolio OMAHA, NE 38,82838.8k $1.4m $1.4m 0.05% Reduced -6.5k -6,526
26 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 36,75536.8k $1.3m $1.3m 0.01% Reduced -2.4k -2,366
27 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 35,24835.2k $1.3m $1.3m 0.01% Reduced -20.9k -20,929
28 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.09% of their portfolio BIRMINGHAM, AL 34,07234.1k $1.2m $1.2m 0.09% Added +874 +874
29 Clear Creek Financial Management, LLC 0.19% of their portfolio SILVERDALE, WA 30,76530.8k $1.1m $1.1m 0.19% Added +2.3k +2,294
30 HARBOUR INVESTMENTS, INC. 0.05% of their portfolio MADISON, WI 30,36530.4k $1.1m $1.1m 0.05% Unchanged
31 TOWNSQUARE CAPITAL LLC 0.02% of their portfolio Lehi, UT 28,14228.1k $1.0m $1.0m 0.02% Added +3.0k +3,017
32 Cetera Advisor Networks LLC 0.01% of their portfolio EL SEGUNDO, CA 27,80027.8k $1.0m $1.0m 0.01% Reduced -16.7k -16,695
33 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 26,57826.6k $964.8k $964.8k 0.01% Reduced -13.5k -13,544
34 WORLD EQUITY GROUP, INC. 0.28% of their portfolio SCHAUMBURG, IL 26,31226.3k $955.1k $955.1k 0.28% New
35 Ignite Planners, LLC 0.36% of their portfolio SAN CLEMENTE, CA 26,08626.1k $942.0k $942.0k 0.36% Unchanged
36 McKinley Carter Wealth Services, Inc. 0.06% of their portfolio WHEELING, WV 23,48523.5k $852.5k $852.5k 0.06% Unchanged
37 GTS SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 20,75620.8k $753.4k $753.4k 0.02% First filing
38 1ST SOURCE BANK 0.05% of their portfolio SOUTH BEND, IN 19,63719.6k $712.8k $712.8k 0.05% Unchanged
39 NorthCrest Asset Manangement, LLC 0.03% of their portfolio PLYMOUTH, MN 19,21619.2k $697.5k $697.5k 0.03% Unchanged
40 Capital Asset Advisory Services LLC 0.04% of their portfolio Williamston, MI 17,22817.2k $631.0k $631.0k 0.04% Reduced -604 -604
41 Virtue Capital Management, LLC 0.10% of their portfolio BRENTWOOD, TN 16,65216.7k $604.3k $604.3k 0.10% Added +608 +608
42 CENTAURUS FINANCIAL, INC. 0.05% of their portfolio ANAHEIM, CA 16,63516.6k $604.0k $604.0k 0.05% Reduced -4.8k -4,800
43 Sage Capital Advisors,llc 0.21% of their portfolio SIOUX FALLS, SD 16,53716.5k $600.3k $600.3k 0.21% Added +575 +575
44 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 16,17016.2k $587.0k $587.0k 0.02% Reduced -34.6k -34,586
45 CWM, LLC 0.00% of their portfolio OMAHA, NE 15,53015.5k $564.0k $564.0k 0.00% Reduced -122 -122
46 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 15,32515.3k $556.0k $556.0k 0.00% Added +2.0k +2,033
47 DHJJ Financial Advisors, Ltd. 0.28% of their portfolio NAPERVILLE, IL 14,78214.8k $536.6k $536.6k 0.28% Reduced -2.6k -2,626
48 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 14,01114.0k $509.0k $509.0k 0.00% Reduced -17.8k -17,786
49 Icon Wealth Partners, LLC 0.05% of their portfolio HOUSTON, TX 13,06413.1k $474.2k $474.2k 0.05% Unchanged
50 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 13,02513.0k $472.8k $472.8k 0.00% Reduced -275 -275
51 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 12,95413.0k $466.0k $466.0k 0.01% New
52 Bluespring Wealth Management, LLC 0.06% of their portfolio AUSTIN, TX 12,65812.7k $459.5k $459.5k 0.06% Unchanged
53 StoneX Group Inc. 0.05% of their portfolio NEW YORK, NY 12,08012.1k $438.5k $438.5k 0.05% Added +497 +497
54 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 11,19611.2k $406.4k $406.4k 0.01% Reduced -116 -116
55 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 10,34310.3k $375.5k $375.5k 0.00% Unchanged
56 SageView Advisory Group, LLC 0.02% of their portfolio Newport Beach, CA 10,31610.3k $374.5k $374.5k 0.02% Reduced -13.6k -13,623
57 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 10,23510.2k $372.0k $372.0k 0.00% Added +9.9k +9,935
58 Delta Investment Management, LLC 0.10% of their portfolio SAN FRANCISCO, CA 10,07610.1k $365.8k $365.8k 0.10% Reduced -4 -4
59 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 10,06510.1k $365.4k $365.4k 0.00% Unchanged
60 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 9,7409.7k $353.6k $353.6k 0.01% Unchanged
61 Main Street Financial Solutions, LLC 0.05% of their portfolio NEWTOWN, PA 9,3009.3k $337.6k $337.6k 0.05% Unchanged
62 American Planning Services, Inc. 0.22% of their portfolio Sun City Center, FL 9,1619.2k $332.5k $332.5k 0.22% Unchanged
63 WEDBUSH SECURITIES INC 0.02% of their portfolio PASADENA, CA 8,9859.0k $326.0k $326.0k 0.02% Reduced -145 -145
64 Cambridge Advisors Inc. 0.08% of their portfolio OMAHA, NE 8,9839.0k $326.1k $326.1k 0.08% Unchanged
65 Integrity Financial Corp /WA 0.24% of their portfolio JACKSON, WY 8,9428.9k $324.6k $324.6k 0.24% Reduced -86 -86
66 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 7,9648.0k $289.1k $289.1k 0.00% Reduced -8.4k -8,427
67 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 7,8247.8k $284.0k $284.0k 0.01% Reduced -9.3k -9,277
68 DEBUSSY CAPITAL MANAGEMENT LP 0.08% of their portfolio CHICAGO, IL 7,3157.3k $265.5k $265.5k 0.08% Unchanged
69 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 7,1297.1k $258.0k $258.0k 0.00% Unchanged
70 Ameritas Advisory Services, LLC 0.03% of their portfolio Lincoln, NE 7,1107.1k $256.7k $256.7k 0.03% Reduced -6.3k -6,275
71 First Heartland Consultants, Inc. 0.03% of their portfolio LAKE ST. LOUIS, MO 6,6316.6k $240.7k $240.7k 0.03% Reduced -319 -319
72 Strategic Blueprint, LLC 0.02% of their portfolio ATLANTA, GA 6,5016.5k $236.0k $236.0k 0.02% Reduced -2.2k -2,250
73 Vertex Planning Partners, LLC 0.08% of their portfolio DOWNERS GROVE, IL 6,2476.2k $226.8k $226.8k 0.08% Reduced -523 -523
74 EPG Wealth Management LLC 0.06% of their portfolio ATLANTA, GA 5,3005.3k $192.4k $192.4k 0.06% Unchanged
75 UBS Group AG 0.00% of their portfolio ZURICH, V8 3,7153.7k $134.9k $134.9k 0.00% New
76 MTM Investment Management, LLC 0.05% of their portfolio SPARTANBURG, SC 3,0953.1k $112.3k $112.3k 0.05% Unchanged
77 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 2,9943.0k $108.7k $108.7k 0.00% Unchanged
78 SOA Wealth Advisors, LLC. 0.01% of their portfolio NEW YORK, NY 1,1511.2k $41.8k $41.8k 0.01% Unchanged
79 Glen Eagle Advisors, LLC 0.01% of their portfolio KINGSTON, NJ 1,0001.0k $36.3k $36.3k 0.01% Unchanged
80 WealthPLAN Partners, LLC 0.00% of their portfolio OMAHA, NE 878878 $31.9k $31.9k 0.00% Reduced -851 -851
81 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 233233 $8.5k $8.5k 0.00% Reduced -286 -286
82 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 11 $36 $36 0.00% Unchanged