Vault-13

FIRST TR EXCHNG TRADED FD VI DNOV

FT VEST US EQT · ETP · CUSIP 33740F839

86 institutional holders +3 vs Q1 2024
2,997,6193.0m shares reported held*
$124.2mreported value*
6 new 9 added 54 reduced 5 sold out net sold ≈ $19.3m (-465.7k 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 ≈ $41.43.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 89Q4 22: 86Q1 23: 87Q2 23: 82Q3 23: 80Q4 23: 89Q1 24: 83Q2 24: 8686Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 202289
Q4 202286
Q1 202387
Q2 202382
Q3 202380
Q4 202389
Q1 202483
Q2 202486

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 outQ2 23: 16 bought or addedQ2 23: 53 cut or sold outQ2 23Q3 23: 17 bought or addedQ3 23: 47 cut or sold outQ4 23: 38 bought or addedQ4 23: 39 cut or sold outQ4 23Q1 24: 20 bought or addedQ1 24: 47 cut or sold outQ2 24: 15 bought or addedQ2 24: 59 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 20223356
Q1 20232948
Q2 20231653
Q3 20231747
Q4 20233839
Q1 20242047
Q2 20241559

Biggest buyers

JANE STREET GROUP, LLC Added +21,270+21.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +11,739+11.7k
LVZ, Inc. New +11,220+11.2k
OLD MISSION CAPITAL LLC New +9,563+9.6k
Horizon Investments, LLC New +4,402+4.4k
Kestra Advisory Services, LLC Added +3,616+3.6k
Concurrent Investment Advisors, LLC Added +1,519+1.5k
JPMORGAN CHASE & CO New +1,242+1.2k
JOURNEY STRATEGIC WEALTH LLC Added +1,082+1.1k
LPL Financial LLC Added +500+500

Biggest sellers

Mutual Advisors, LLC Reduced -158,260-158.3k
Cetera Investment Advisers Reduced -48,619-48.6k
OSAIC HOLDINGS, INC. Reduced -48,074-48.1k
Rockefeller Capital Management L.P. Reduced -37,269-37.3k
Atria Investments, Inc Reduced -36,266-36.3k
Atria Wealth Solutions, Inc. Reduced -20,368-20.4k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -15,293-15.3k
Janney Montgomery Scott LLC Reduced -14,246-14.2k
NewEdge Advisors, LLC Reduced -13,068-13.1k
BEACON FINANCIAL GROUP Reduced -12,555-12.6k

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 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 253,309253.3k $10.5m $10.5m 0.02% Reduced -15.3k -15,293
2 Concurrent Investment Advisors, LLC 0.30% of their portfolio Tampa, FL 218,285218.3k $9.0m $9.0m 0.30% Added +1.5k +1,519
3 REAP Financial Group, LLC 1.95% of their portfolio AUSTIN, TX 174,738174.7k $7.2m $7.2m 1.95% Reduced -2.7k -2,737
4 OGOREK ANTHONY JOSEPH /NY/ /ADV 2.34% of their portfolio WILLIAMSVILLE, NY 162,907162.9k $6.7m $6.7m 2.34% Reduced -216 -216
5 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 162,677162.7k $6.7m $6.7m 0.02% Reduced -48.1k -48,074
6 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 135,389135.4k $5.6m $5.6m 0.01% Reduced -919 -919
7 IFP Advisors, Inc 0.21% of their portfolio TAMPA, FL 125,189125.2k $5.2m $5.2m 0.21% Unchanged
8 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 121,297121.3k $5.0m $5.0m 0.01% Reduced -48.6k -48,619
9 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 112,299112.3k $4.7m $4.7m 0.00% Reduced -5.7k -5,652
10 BRASS TAX WEALTH MANAGEMENT, INC 0.89% of their portfolio CINCINNATI, OH 109,414109.4k $4.5m $4.5m 0.89% Reduced -222 -222
11 HARBOUR INVESTMENTS, INC. 0.12% of their portfolio MADISON, WI 84,67084.7k $3.5m $3.5m 0.12% Reduced -502 -502
12 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 80,36180.4k $3.3m $3.3m 0.02% Added +3.6k +3,616
13 Mutual Advisors, LLC 0.09% of their portfolio OMAHA, NE 70,78770.8k $2.9m $2.9m 0.09% Reduced -158.3k -158,260
14 CWM, LLC 0.01% of their portfolio OMAHA, NE 70,35770.4k $2.9m $2.9m 0.01% Reduced -11.7k -11,724
15 Advisory Services Network, LLC 0.05% of their portfolio ATLANTA, GA 63,28463.3k $2.6m $2.6m 0.05% Reduced -2.5k -2,492
16 Tanglewood Legacy Advisors, LLC 1.16% of their portfolio HOUSTON, TX 59,29359.3k $2.5m $2.5m 1.16% Reduced -5.3k -5,253
17 Mariner, LLC 0.00% of their portfolio Overland Park, KS 55,13555.1k $2.3m $2.3m 0.00% Reduced -2.6k -2,607
18 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 52,42552.4k $2.2m $2.2m 0.00% Added +500 +500
19 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 49,55049.5k $2.1m $2.1m 0.00% Added +21.3k +21,270
20 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 45,74745.7k $1.9m $1.9m 0.00% Reduced -2.6k -2,636
21 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 42,75742.8k $1.8m $1.8m 0.01% Reduced -2.7k -2,747
22 Echo Wealth Management, LLC 1.28% of their portfolio PLYMOUTH, MN 40,89640.9k $1.7m $1.7m 1.28% Reduced -59 -59
23 Sunbelt Securities, Inc. 0.16% of their portfolio HOUSTON, TX 37,54037.5k $1.6m $1.6m 0.16% Reduced -4.8k -4,823
24 Spire Wealth Management 0.05% of their portfolio MCLEAN, VA 36,35536.4k $1.5m $1.5m 0.05% Reduced -1.8k -1,782
25 Keystone Wealth Services, LLC 0.45% of their portfolio PALM DESERT, CA 34,83534.8k $1.4m $1.4m 0.45% Reduced -7.5k -7,490
26 Clear Creek Financial Management, LLC 0.16% of their portfolio SILVERDALE, WA 32,82032.8k $1.4m $1.4m 0.16% Reduced -4.5k -4,533
27 TOWNSQUARE CAPITAL LLC 0.02% of their portfolio Lehi, UT 30,45130.5k $1.3m $1.3m 0.02% Reduced -1.3k -1,321
28 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 26,53426.5k $1.1m $1.1m 0.01% Reduced -1.5k -1,534
29 Ignite Planners, LLC 0.24% of their portfolio SAN CLEMENTE, CA 23,63623.6k $982.7k $982.7k 0.24% Unchanged
30 McKinley Carter Wealth Services, Inc. 0.06% of their portfolio WHEELING, WV 23,48523.5k $972.8k $972.8k 0.06% Unchanged
31 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 22,37922.4k $926.9k $926.9k 0.01% Reduced -2.1k -2,127
32 Sage Capital Advisors,llc 0.26% of their portfolio SIOUX FALLS, SD 21,60721.6k $895.0k $895.0k 0.26% Unchanged
33 WORLD EQUITY GROUP, INC. 0.25% of their portfolio SCHAUMBURG, IL 20,14220.1k $834.3k $834.3k 0.25% Reduced -1.7k -1,747
34 JOURNEY STRATEGIC WEALTH LLC 0.04% of their portfolio SUMMIT, NJ 20,07020.1k $831.3k $831.3k 0.04% Added +1.1k +1,082
35 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 18,15018.1k $751.8k $751.8k 0.00% Added +73 +73
36 Virtue Capital Management, LLC 0.12% of their portfolio BRENTWOOD, TN 17,49817.5k $729.0k $729.0k 0.12% Added +17 +17
37 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 16,88716.9k $699.5k $699.5k 0.01% Reduced -20.4k -20,368
38 CENTAURUS FINANCIAL, INC. 0.05% of their portfolio ANAHEIM, CA 16,63516.6k $689.0k $689.0k 0.05% Unchanged
39 Lakeridge Wealth Management LLC 0.41% of their portfolio MENTOR, OH 16,60716.6k $687.9k $687.9k 0.41% Reduced -400 -400
40 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 15,64915.6k $648.2k $648.2k 0.01% Reduced -36.3k -36,266
41 BEACON FINANCIAL GROUP 0.07% of their portfolio DALLAS, TX 15,42015.4k $638.7k $638.7k 0.07% Reduced -12.6k -12,555
42 ARBOR CAPITAL MANAGEMENT INC /ADV 0.47% of their portfolio ANCHORAGE, AK 12,26612.3k $508.7k $508.7k 0.47% Reduced -22 -22
43 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 11,93911.9k $494.5k $494.5k 0.00% Reduced -4.8k -4,765
44 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 11,73911.7k $486.2k $486.2k 0.00% New
45 Financial Network Wealth Advisors LLC 0.36% of their portfolio MURRAY, UT 11,62911.6k $481.7k $481.7k 0.36% Reduced -294 -294
46 Icon Wealth Advisors, LLC 0.04% of their portfolio HOUSTON, TX 11,44211.4k $476.8k $476.8k 0.04% Reduced -1.6k -1,622
47 LVZ, Inc. 0.06% of their portfolio Holland, MI 11,22011.2k $464.7k $464.7k 0.06% New
48 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 10,61210.6k $439.6k $439.6k 0.00% Reduced -37.3k -37,269
49 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 10,50710.5k $435.2k $435.2k 0.02% Reduced -500 -500
50 Bluespring Wealth Management, LLC 0.05% of their portfolio AUSTIN, TX 10,45810.5k $433.2k $433.2k 0.05% Reduced -2.2k -2,200
51 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 9,5639.6k $396.1k $396.1k 0.01% New
52 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 8,9759.0k $371.7k $371.7k 0.00% Reduced -13.1k -13,068
53 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 8,7008.7k $360.0k $360.0k 0.01% Unchanged
54 LANARK FINANCIAL, INC. 0.03% of their portfolio BIRMINGHAM, AL 8,5448.5k $353.0k $353.0k 0.03% Reduced -766 -766
55 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 8,2418.2k $341.0k $341.0k 0.00% Reduced -830 -830
56 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 8,0408.0k $333.0k $333.0k 0.00% Reduced -1.0k -1,000
57 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 7,4887.5k $310.2k $310.2k 0.00% Reduced -1.6k -1,599
58 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 7,3787.4k $296.3k $296.3k 0.00% First filing
59 Mayfair Advisory Group, LLC 0.21% of their portfolio BIRMINGHAM, AL 7,3307.3k $305.7k $305.7k 0.21% Reduced -1.5k -1,467
60 DEBUSSY CAPITAL MANAGEMENT LP 0.09% of their portfolio CHICAGO, IL 7,3157.3k $303.0k $303.0k 0.09% Unchanged
61 Integrity Financial Corp /WA 0.18% of their portfolio JACKSON, WY 6,9507.0k $287.9k $287.9k 0.18% Reduced -7.0k -7,045
62 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 6,3506.3k $263.0k $263.0k 0.00% Reduced -14.2k -14,246
63 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 6,1746.2k $255.7k $255.7k 0.00% Reduced -399 -399
64 Capital Asset Advisory Services LLC 0.01% of their portfolio Williamston, MI 5,9205.9k $246.4k $246.4k 0.01% Added +366 +366
65 AXXCESS WEALTH MANAGEMENT, LLC 0.01% of their portfolio CARLSBAD, CA 5,9205.9k $245.2k $245.2k 0.01% Added +366 +366
66 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 5,4005.4k $223.7k $223.7k 0.00% Unchanged
67 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 4,8884.9k $202.0k $202.0k 0.00% Reduced -2.3k -2,323
68 Commonwealth Financial Services, LLC 0.04% of their portfolio VIENNA, WV 4,8714.9k $202.6k $202.6k 0.04% Reduced -2.3k -2,320
69 StoneX Group Inc. 0.02% of their portfolio NEW YORK, NY 4,8414.8k $200.5k $200.5k 0.02% Reduced -905 -905
70 Horizon Investments, LLC 0.01% of their portfolio Charlotte, NC 4,4024.4k $182.3k $182.3k 0.01% New
71 Avior Wealth Management, LLC 0.01% of their portfolio OMAHA, NE 3,0763.1k $127.4k $127.4k 0.01% Unchanged
72 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.01% of their portfolio BIRMINGHAM, AL 2,5352.5k $105.0k $105.0k 0.01% Reduced -126 -126
73 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 2,3502.4k $97.3k $97.3k 0.00% Reduced -445 -445
74 MTM Investment Management, LLC 0.04% of their portfolio SPARTANBURG, SC 2,0952.1k $86.8k $86.8k 0.04% Unchanged
75 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 1,7651.8k $73.3k $73.3k 0.00% Unchanged
76 DHJJ Financial Advisors, Ltd. 0.03% of their portfolio NAPERVILLE, IL 1,5251.5k $63.2k $63.2k 0.03% Unchanged
77 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,2421.2k $51.4k $51.4k 0.00% New
78 AlphaMark Advisors, LLC 0.02% of their portfolio FT. WRIGHT, KY 1,1801.2k $49.0k $49.0k 0.02% Unchanged
79 SOA Wealth Advisors, LLC. 0.01% of their portfolio NEW YORK, NY 1,1511.2k $47.7k $47.7k 0.01% Unchanged
80 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 1,1501.1k $47.6k $47.6k 0.00% Unchanged
81 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 893893 $37.0k $37.0k 0.00% Reduced -6 -6
82 UBS Group AG 0.00% of their portfolio ZURICH, V8 843843 $34.9k $34.9k 0.00% Reduced -3.3k -3,325
83 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 690690 $28.6k $28.6k 0.00% Reduced -1.4k -1,380
84 Creekmur Asset Management LLC 0.01% of their portfolio MORTON, IL 470470 $19.5k $19.5k 0.01% Reduced -716 -716
85 Chris Bulman Inc 0.00% of their portfolio ROSEVILLE, CA 7979 $3.3k $3.3k 0.00% First filing
86 Great Lakes Retirement, Inc. 0.00% of their portfolio SANDUSKY, OH 77 $290 $290 0.00% New