Vault-13

FIRST TR EXCHNG TRADED FD VI DNOV

FT VEST US EQT · ETP · CUSIP 33740F839

80 institutional holders -2 vs Q2 2023
3,433,2853.4m shares reported held*
$122.1mreported value*
6 new 11 added 37 reduced 10 sold out net sold ≈ $6.6m (-187.0k 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 ≈ $35.55.

Trends to Q3 2023

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 89Q4 22: 86Q1 23: 87Q2 23: 82Q3 23: 8080Q3 22Q4 22Q1 23Q2 23Q3 23
Numbers
QuarterHolders
Q3 202289
Q4 202286
Q1 202387
Q2 202382
Q3 202380

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 23Q3 23: 17 bought or addedQ3 23: 47 cut or sold outQ3 23
Numbers
QuarterBought or addedCut or sold out
Q4 20223356
Q1 20232948
Q2 20231653
Q3 20231747

Biggest buyers

OSAIC HOLDINGS, INC. Added +216,924+216.9k
Advisory Services Network, LLC New +73,394+73.4k
OLD MISSION CAPITAL LLC Added +39,508+39.5k
AXXCESS WEALTH MANAGEMENT, LLC New +16,607+16.6k
CITADEL ADVISORS LLC Added +12,050+12.1k
Foundations Investment Advisors, LLC New +6,718+6.7k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC New +6,201+6.2k
Ameritas Advisory Services, LLC Added +5,982+6.0k
LPL Financial LLC Added +3,100+3.1k
Avior Wealth Management, LLC New +3,076+3.1k

Biggest sellers

IFP Advisors, Inc Reduced -121,202-121.2k
Donald L. Hagan, LLC Reduced -76,890-76.9k
Comprehensive Financial Consultants Institutional, Inc. Sold out -67,675-67.7k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -47,242-47.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -25,925-25.9k
Cambridge Investment Research Advisors, Inc. Reduced -24,250-24.2k
ENVESTNET ASSET MANAGEMENT INC Reduced -22,055-22.1k
GTS SECURITIES LLC Sold out -20,756-20.8k
NewEdge Advisors, LLC Reduced -19,075-19.1k
DHJJ Financial Advisors, Ltd. Reduced -13,257-13.3k

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, Q3 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 682,868682.9k $24.2m $24.2m 0.04% Added +216.9k +216,924
2 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 308,623308.6k $10.9m $10.9m 0.01% Reduced -22.1k -22,055
3 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 261,026261.0k $9.3m $9.3m 0.02% Reduced -47.2k -47,242
4 OGOREK ANTHONY JOSEPH /NY/ /ADV 2.28% of their portfolio WILLIAMSVILLE, NY 163,123163.1k $5.8m $5.8m 2.28% Reduced -8.0k -7,971
5 BEACON FINANCIAL GROUP 0.84% of their portfolio DALLAS, TX 159,561159.6k $5.9m $5.9m 0.84% Reduced -2.3k -2,280
6 IFP Advisors, Inc 0.19% of their portfolio TAMPA, FL 121,202121.2k $4.3m $4.3m 0.19% Reduced -121.2k -121,202
7 Echo Wealth Management, LLC 4.42% of their portfolio PLYMOUTH, MN 115,629115.6k $4.1m $4.1m 4.42% Added +1.3k +1,273
8 Advisory Services Network, LLC 0.07% of their portfolio ATLANTA, GA 73,39473.4k $2.6m $2.6m 0.07% New
9 Tanglewood Legacy Advisors, LLC 1.45% of their portfolio HOUSTON, TX 68,36668.4k $2.4m $2.4m 1.45% Reduced -260 -260
10 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 62,21662.2k $2.2m $2.2m 0.02% Reduced -2.7k -2,708
11 Mariner, LLC 0.01% of their portfolio Overland Park, KS 61,23261.2k $2.2m $2.2m 0.01% Reduced -6.5k -6,489
12 Atria Investments, Inc 0.04% of their portfolio Charlotte, NC 58,30758.3k $2.1m $2.1m 0.04% Reduced -6.0k -6,040
13 OLD MISSION CAPITAL LLC 0.07% of their portfolio CHICAGO, IL 55,67855.7k $2.0m $2.0m 0.07% Added +39.5k +39,508
14 Cetera Advisors LLC 0.03% of their portfolio DENVER, CO 55,07255.1k $2.0m $2.0m 0.03% Reduced -7.8k -7,770
15 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 54,52054.5k $1.9m $1.9m 0.01% Reduced -3.3k -3,253
16 Sowell Financial Services LLC 0.11% of their portfolio NORTH LITTLE ROCK, AR 50,35650.4k $1.8m $1.8m 0.11% Reduced -1.2k -1,161
17 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 50,04250.0k $1.8m $1.8m 0.01% Reduced -24.2k -24,250
18 Keystone Wealth Services, LLC 0.67% of their portfolio PALM DESERT, CA 49,53649.5k $1.8m $1.8m 0.67% Reduced -700 -700
19 Sunbelt Securities, Inc. 0.23% of their portfolio HOUSTON, TX 46,55246.6k $1.7m $1.7m 0.23% Unchanged
20 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 44,50544.5k $1.6m $1.6m 0.00% Added +3.1k +3,100
21 Atria Wealth Solutions, Inc. 0.02% of their portfolio NEW YORK, NY 44,39544.4k $1.6m $1.6m 0.02% Reduced -43 -43
22 Mutual Advisors, LLC 0.05% of their portfolio OMAHA, NE 38,82838.8k $1.4m $1.4m 0.05% Unchanged
23 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 37,59837.6k $1.3m $1.3m 0.00% Reduced -4.1k -4,139
24 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 36,49736.5k $1.3m $1.3m 0.01% Reduced -258 -258
25 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.09% of their portfolio BIRMINGHAM, AL 34,17434.2k $1.2m $1.2m 0.09% Added +102 +102
26 Clear Creek Financial Management, LLC 0.20% of their portfolio SILVERDALE, WA 32,88932.9k $1.2m $1.2m 0.20% Added +2.1k +2,124
27 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 31,78231.8k $1.1m $1.1m 0.01% Reduced -3.5k -3,466
28 HARBOUR INVESTMENTS, INC. 0.05% of their portfolio MADISON, WI 30,36530.4k $1.1m $1.1m 0.05% Unchanged
29 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 27,84127.8k $987.8k $987.8k 0.01% Added +1.3k +1,263
30 Ignite Planners, LLC 0.28% of their portfolio SAN CLEMENTE, CA 26,08626.1k $919.9k $919.9k 0.28% Unchanged
31 TOWNSQUARE CAPITAL LLC 0.02% of their portfolio Lehi, UT 24,99825.0k $886.9k $886.9k 0.02% Reduced -3.1k -3,144
32 Cetera Advisor Networks LLC 0.01% of their portfolio EL SEGUNDO, CA 24,94724.9k $885.1k $885.1k 0.01% Reduced -2.9k -2,853
33 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 24,07524.1k $854.2k $854.2k 0.01% Reduced -19.1k -19,075
34 McKinley Carter Wealth Services, Inc. 0.07% of their portfolio WHEELING, WV 23,48523.5k $833.2k $833.2k 0.07% Unchanged
35 WORLD EQUITY GROUP, INC. 0.16% of their portfolio SCHAUMBURG, IL 21,89121.9k $776.7k $776.7k 0.16% Reduced -4.4k -4,421
36 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 20,01420.0k $710.1k $710.1k 0.00% Added +12.1k +12,050
37 1ST SOURCE BANK 0.05% of their portfolio SOUTH BEND, IN 19,63719.6k $696.7k $696.7k 0.05% Unchanged
38 NorthCrest Asset Manangement, LLC 0.03% of their portfolio PLYMOUTH, MN 19,21619.2k $681.8k $681.8k 0.03% Unchanged
39 Virtue Capital Management, LLC 0.10% of their portfolio BRENTWOOD, TN 16,65216.7k $604.3k $604.3k 0.10% Unchanged
40 CENTAURUS FINANCIAL, INC. 0.05% of their portfolio ANAHEIM, CA 16,63516.6k $590.0k $590.0k 0.05% Unchanged
41 AXXCESS WEALTH MANAGEMENT, LLC 0.02% of their portfolio CARLSBAD, CA 16,60716.6k $589.2k $589.2k 0.02% New
42 Sage Capital Advisors,llc 0.22% of their portfolio SIOUX FALLS, SD 16,53716.5k $586.7k $586.7k 0.22% Unchanged
43 Capital Asset Advisory Services LLC 0.04% of their portfolio Williamston, MI 16,24816.2k $587.5k $587.5k 0.04% Reduced -980 -980
44 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 15,72415.7k $557.9k $557.9k 0.00% Reduced -25.9k -25,925
45 CWM, LLC 0.00% of their portfolio OMAHA, NE 15,44715.4k $548.0k $548.0k 0.00% Reduced -83 -83
46 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 14,01114.0k $497.0k $497.0k 0.00% Unchanged
47 LANARK FINANCIAL, INC. 0.05% of their portfolio BIRMINGHAM, AL 13,92913.9k $494.0k $494.0k 0.05% First filing
48 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 13,09213.1k $466.3k $466.3k 0.02% Added +6.0k +5,982
49 Icon Wealth Partners, LLC 0.05% of their portfolio HOUSTON, TX 13,06413.1k $463.5k $463.5k 0.05% Unchanged
50 Commonwealth Financial Services, LLC 0.13% of their portfolio VIENNA, WV 12,72712.7k $451.6k $451.6k 0.13% First filing
51 Bluespring Wealth Management, LLC 0.06% of their portfolio AUSTIN, TX 12,65812.7k $449.1k $449.1k 0.06% Unchanged
52 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 11,55811.6k $410.1k $410.1k 0.00% Reduced -1.5k -1,467
53 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 11,18011.2k $396.7k $396.7k 0.01% Reduced -16 -16
54 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 10,27210.3k $364.0k $364.0k 0.00% Added +37 +37
55 Donald L. Hagan, LLC 0.22% of their portfolio Sarasota, FL 10,19010.2k $361.5k $361.5k 0.22% Reduced -76.9k -76,890
56 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 9,4409.4k $334.9k $334.9k 0.00% Reduced -300 -300
57 Main Street Financial Solutions, LLC 0.05% of their portfolio NEWTOWN, PA 9,3009.3k $330.0k $330.0k 0.05% Unchanged
58 American Planning Services, Inc. 0.22% of their portfolio Sun City Center, FL 9,1619.2k $325.0k $325.0k 0.22% Unchanged
59 Delta Investment Management, LLC 0.09% of their portfolio SAN FRANCISCO, CA 9,1219.1k $323.6k $323.6k 0.09% Reduced -955 -955
60 WEDBUSH SECURITIES INC 0.02% of their portfolio PASADENA, CA 8,9859.0k $319.0k $319.0k 0.02% Unchanged
61 Integrity Financial Corp /WA 0.24% of their portfolio JACKSON, WY 8,9428.9k $317.3k $317.3k 0.24% Unchanged
62 SageView Advisory Group, LLC 0.02% of their portfolio Newport Beach, CA 8,0008.0k $283.8k $283.8k 0.02% Reduced -2.3k -2,316
63 DEBUSSY CAPITAL MANAGEMENT LP 0.08% of their portfolio CHICAGO, IL 7,3157.3k $259.5k $259.5k 0.08% Unchanged
64 Foundations Investment Advisors, LLC 0.01% of their portfolio PHOENIX, AZ 6,7186.7k $238.4k $238.4k 0.01% New
65 First Heartland Consultants, Inc. 0.03% of their portfolio LAKE ST. LOUIS, MO 6,6316.6k $235.0k $235.0k 0.03% Unchanged
66 StoneX Group Inc. 0.03% of their portfolio NEW YORK, NY 6,5706.6k $233.1k $233.1k 0.03% Reduced -5.5k -5,510
67 Strategic Blueprint, LLC 0.02% of their portfolio ATLANTA, GA 6,5006.5k $230.6k $230.6k 0.02% Reduced -1 -1
68 Vertex Planning Partners, LLC 0.08% of their portfolio DOWNERS GROVE, IL 6,2476.2k $221.6k $221.6k 0.08% Unchanged
69 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 6,2016.2k $220.0k $220.0k 0.00% New
70 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 5,9435.9k $211.0k $211.0k 0.00% Reduced -1.2k -1,186
71 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 5,6715.7k $201.0k $201.0k 0.00% Reduced -9.7k -9,654
72 MTM Investment Management, LLC 0.06% of their portfolio SPARTANBURG, SC 3,0953.1k $109.8k $109.8k 0.06% Unchanged
73 Avior Wealth Management, LLC 0.01% of their portfolio OMAHA, NE 3,0763.1k $109.1k $109.1k 0.01% New
74 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 2,9943.0k $106.2k $106.2k 0.00% Unchanged
75 DHJJ Financial Advisors, Ltd. 0.03% of their portfolio NAPERVILLE, IL 1,5251.5k $54.1k $54.1k 0.03% Reduced -13.3k -13,257
76 Authentikos Wealth Advisory, LLC 0.05% of their portfolio MORGAN HILL, CA 1,5181.5k $53.9k $53.9k 0.05% New
77 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,2011.2k $42.6k $42.6k 0.00% Reduced -2.5k -2,514
78 SOA Wealth Advisors, LLC. 0.01% of their portfolio NEW YORK, NY 1,1511.2k $40.8k $40.8k 0.01% Unchanged
79 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 690690 $24.5k $24.5k 0.00% Added +689 +689
80 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 233233 $8.3k $8.3k 0.00% Unchanged