Vault-13

FIRST TR EXCHNG TRADED FD VI DNOV

FT VEST US EQT · ETP · CUSIP 33740F839

86 institutional holders +0 vs Q2 2024
2,678,8352.7m shares reported held*
$113.0mreported value*
9 new 14 added 40 reduced 9 sold out net sold ≈ $13.1m (-311.2k 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 ($319.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $42.17.

Trends to Q3 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: 86Q3 24: 8686Q3 22Q1 23Q3 23Q1 24Q3 24
Numbers
QuarterHolders
Q3 202289
Q4 202286
Q1 202387
Q2 202382
Q3 202380
Q4 202389
Q1 202483
Q2 202486
Q3 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 outQ1 23: 29 bought or addedQ1 23: 48 cut or sold outQ1 23Q2 23: 16 bought or addedQ2 23: 53 cut or sold outQ3 23: 17 bought or addedQ3 23: 47 cut or sold outQ3 23Q4 23: 38 bought or addedQ4 23: 39 cut or sold outQ1 24: 20 bought or addedQ1 24: 47 cut or sold outQ1 24Q2 24: 15 bought or addedQ2 24: 59 cut or sold outQ3 24: 23 bought or addedQ3 24: 49 cut or sold outQ3 24
Numbers
QuarterBought or addedCut or sold out
Q4 20223356
Q1 20232948
Q2 20231653
Q3 20231747
Q4 20233839
Q1 20242047
Q2 20241559
Q3 20242349

Biggest buyers

BRASS TAX WEALTH MANAGEMENT, INC Added +108,114+108.1k
BANK OF MONTREAL /CAN/ New +16,200+16.2k
CITADEL ADVISORS LLC Added +14,318+14.3k
OLD MISSION CAPITAL LLC Added +10,944+10.9k
Signal Advisors Wealth, LLC New +10,462+10.5k
GOLDMAN SACHS GROUP INC New +7,631+7.6k
FOUNDERS FINANCIAL SECURITIES LLC New +7,566+7.6k
Oder Investment Management, LLC New +5,654+5.7k
Horizon Investments, LLC Added +3,164+3.2k
Janney Montgomery Scott LLC Added +2,327+2.3k

Biggest sellers

Concurrent Investment Advisors, LLC Sold out -218,285-218.3k
OSAIC HOLDINGS, INC. Reduced -78,285-78.3k
ENVESTNET ASSET MANAGEMENT INC Reduced -45,676-45.7k
Cetera Investment Advisers Reduced -24,965-25.0k
Virtue Capital Management, LLC Sold out -17,498-17.5k
ARBOR CAPITAL MANAGEMENT INC /ADV Sold out -12,266-12.3k
JANE STREET GROUP, LLC Reduced -10,284-10.3k
Atria Wealth Solutions, Inc. Reduced -10,092-10.1k
Mutual Advisors, LLC Reduced -8,824-8.8k
Mayfair Advisory Group, LLC Sold out -7,330-7.3k

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 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 250,764250.8k $10.6m $10.6m 0.02% Reduced -2.5k -2,545
2 BRASS TAX WEALTH MANAGEMENT, INC 1.26% of their portfolio CINCINNATI, OH 217,528217.5k $9.2m $9.2m 1.26% Added +108.1k +108,114
3 REAP Financial Group, LLC 1.79% of their portfolio AUSTIN, TX 173,543173.5k $7.3m $7.3m 1.79% Reduced -1.2k -1,195
4 OGOREK ANTHONY JOSEPH /NY/ /ADV 2.36% of their portfolio WILLIAMSVILLE, NY 162,907162.9k $6.9m $6.9m 2.36% Unchanged
5 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 133,053133.1k $5.6m $5.6m 0.01% Reduced -2.3k -2,336
6 IFP Advisors, Inc 0.19% of their portfolio TAMPA, FL 125,189125.2k $5.3m $5.3m 0.19% Unchanged
7 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 96,33296.3k $4.1m $4.1m 0.01% Reduced -25.0k -24,965
8 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 84,39284.4k $3.6m $3.6m 0.01% Reduced -78.3k -78,285
9 HARBOUR INVESTMENTS, INC. 0.11% of their portfolio MADISON, WI 84,14484.1k $3.5m $3.5m 0.11% Reduced -526 -526
10 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 74,18674.2k $3.1m $3.1m 0.02% Reduced -6.2k -6,175
11 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 66,62366.6k $2.8m $2.8m 0.00% Reduced -45.7k -45,676
12 CWM, LLC 0.01% of their portfolio OMAHA, NE 65,35665.4k $2.8m $2.8m 0.01% Reduced -5.0k -5,001
13 Advisory Services Network, LLC 0.05% of their portfolio ATLANTA, GA 63,28463.3k $2.6m $2.6m 0.05% Unchanged
14 Mutual Advisors, LLC 0.08% of their portfolio OMAHA, NE 61,96362.0k $2.6m $2.6m 0.08% Reduced -8.8k -8,824
15 Tanglewood Legacy Advisors, LLC 1.06% of their portfolio HOUSTON, TX 56,60956.6k $2.4m $2.4m 1.06% Reduced -2.7k -2,684
16 Mariner, LLC 0.00% of their portfolio Overland Park, KS 54,53254.5k $2.3m $2.3m 0.00% Reduced -603 -603
17 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 46,68446.7k $2.0m $2.0m 0.00% Reduced -5.7k -5,741
18 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 43,71943.7k $1.8m $1.8m 0.01% Added +962 +962
19 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 42,56842.6k $1.8m $1.8m 0.00% Reduced -3.2k -3,179
20 Echo Wealth Management, LLC 1.21% of their portfolio PLYMOUTH, MN 40,93940.9k $1.7m $1.7m 1.21% Added +43 +43
21 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 39,26639.3k $1.7m $1.7m 0.00% Reduced -10.3k -10,284
22 Sunbelt Securities, Inc. 0.16% of their portfolio HOUSTON, TX 37,54037.5k $1.6m $1.6m 0.16% Unchanged
23 Keystone Wealth Services, LLC 0.41% of their portfolio PALM DESERT, CA 34,78934.8k $1.5m $1.5m 0.41% Reduced -46 -46
24 Spire Wealth Management 0.05% of their portfolio MCLEAN, VA 33,78633.8k $1.4m $1.4m 0.05% Reduced -2.6k -2,569
25 Clear Creek Financial Management, LLC 0.16% of their portfolio SILVERDALE, WA 33,62033.6k $1.4m $1.4m 0.16% Added +800 +800
26 TOWNSQUARE CAPITAL LLC 0.02% of their portfolio Lehi, UT 30,38830.4k $1.3m $1.3m 0.02% Reduced -63 -63
27 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 26,25726.3k $1.1m $1.1m 0.00% Added +14.3k +14,318
28 Ignite Planners, LLC 0.23% of their portfolio SAN CLEMENTE, CA 23,63623.6k $996.7k $996.7k 0.23% Unchanged
29 McKinley Carter Wealth Services, Inc. 0.06% of their portfolio WHEELING, WV 23,48523.5k $990.4k $990.4k 0.06% Unchanged
30 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 23,47423.5k $989.9k $989.9k 0.01% Reduced -3.1k -3,060
31 Sage Capital Advisors,llc 0.24% of their portfolio SIOUX FALLS, SD 21,60721.6k $911.2k $911.2k 0.24% Unchanged
32 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 20,50720.5k $864.8k $864.8k 0.02% Added +10.9k +10,944
33 WORLD EQUITY GROUP, INC. 0.31% of their portfolio SCHAUMBURG, IL 20,14220.1k $849.4k $849.4k 0.31% Unchanged
34 JOURNEY STRATEGIC WEALTH LLC 0.03% of their portfolio SUMMIT, NJ 20,07020.1k $846.4k $846.4k 0.03% Unchanged
35 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 19,87419.9k $838.1k $838.1k 0.01% Reduced -2.5k -2,505
36 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 18,27018.3k $770.4k $770.4k 0.00% Added +120 +120
37 CENTAURUS FINANCIAL, INC. 0.04% of their portfolio ANAHEIM, CA 16,63516.6k $701.0k $701.0k 0.04% Unchanged
38 Lakeridge Wealth Management LLC 0.38% of their portfolio MENTOR, OH 16,48616.5k $695.2k $695.2k 0.38% Reduced -121 -121
39 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 16,20016.2k $685.6k $685.6k 0.00% New
40 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 15,74615.7k $664.0k $664.0k 0.01% Added +97 +97
41 BEACON FINANCIAL GROUP 0.06% of their portfolio DALLAS, TX 13,96814.0k $589.0k $589.0k 0.06% Reduced -1.5k -1,452
42 Icon Wealth Advisors, LLC 0.04% of their portfolio HOUSTON, TX 11,44211.4k $482.5k $482.5k 0.04% Unchanged
43 LVZ, Inc. 0.06% of their portfolio Holland, MI 11,22011.2k $473.1k $473.1k 0.06% Unchanged
44 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 10,86910.9k $458.3k $458.3k 0.00% Reduced -870 -870
45 Signal Advisors Wealth, LLC 0.06% of their portfolio DETROIT, MI 10,46210.5k $441.2k $441.2k 0.06% New
46 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 10,32110.3k $435.2k $435.2k 0.02% Reduced -186 -186
47 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 10,03210.0k $423.0k $423.0k 0.00% Reduced -580 -580
48 Bluespring Wealth Management, LLC 0.04% of their portfolio AUSTIN, TX 9,9289.9k $418.7k $418.7k 0.04% Reduced -530 -530
49 Financial Network Wealth Advisors LLC 0.33% of their portfolio MURRAY, UT 9,3999.4k $396.4k $396.4k 0.33% Reduced -2.2k -2,230
50 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 8,7008.7k $367.0k $367.0k 0.01% Unchanged
51 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 8,6778.7k $366.0k $366.0k 0.00% Added +2.3k +2,327
52 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 7,8407.8k $330.6k $330.6k 0.00% Reduced -200 -200
53 LANARK FINANCIAL, INC. 0.03% of their portfolio BIRMINGHAM, AL 7,8127.8k $329.0k $329.0k 0.03% Reduced -732 -732
54 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 7,6317.6k $321.8k $321.8k 0.00% New
55 FOUNDERS FINANCIAL SECURITIES LLC 0.03% of their portfolio TOWSON, MD 7,5667.6k $319.1k $319.1k 0.03% New
56 Horizon Investments, LLC 0.01% of their portfolio Charlotte, NC 7,5667.6k $319.1k $319.1k 0.01% Added +3.2k +3,164
57 DEBUSSY CAPITAL MANAGEMENT LP 0.09% of their portfolio CHICAGO, IL 7,3157.3k $308.5k $308.5k 0.09% Unchanged
58 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 6,8756.9k $289.9k $289.9k 0.00% Reduced -2.1k -2,100
59 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 6,7956.8k $286.5k $286.5k 0.00% Reduced -10.1k -10,092
60 Integrity Financial Corp /WA 0.17% of their portfolio JACKSON, WY 6,7436.7k $284.4k $284.4k 0.17% Reduced -207 -207
61 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 6,2716.3k $264.0k $264.0k 0.00% Reduced -2.0k -1,970
62 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 6,1676.2k $260.0k $260.0k 0.00% Reduced -7 -7
63 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 5,7705.8k $248.4k $248.4k 0.00% Reduced -1.6k -1,608
64 Oder Investment Management, LLC 0.20% of their portfolio WOODLAND HILLS, CA 5,6545.7k $238.4k $238.4k 0.20% New
65 StoneX Group Inc. 0.02% of their portfolio NEW YORK, NY 5,5415.5k $233.7k $233.7k 0.02% Added +700 +700
66 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 5,4005.4k $227.7k $227.7k 0.00% Unchanged
67 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 5,1035.1k $215.2k $215.2k 0.00% Reduced -2.4k -2,385
68 Commonwealth Financial Services, LLC 0.04% of their portfolio VIENNA, WV 4,8114.8k $203.5k $203.5k 0.04% Reduced -60 -60
69 Avior Wealth Management, LLC 0.01% of their portfolio OMAHA, NE 3,0763.1k $129.7k $129.7k 0.01% Unchanged
70 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 2,6362.6k $111.2k $111.2k 0.00% Added +1.4k +1,394
71 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.01% of their portfolio BIRMINGHAM, AL 2,4812.5k $104.6k $104.6k 0.01% Reduced -54 -54
72 MTM Investment Management, LLC 0.03% of their portfolio SPARTANBURG, SC 2,0952.1k $88.7k $88.7k 0.03% Unchanged
73 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 1,7651.8k $74.4k $74.4k 0.00% Unchanged
74 DHJJ Financial Advisors, Ltd. 0.03% of their portfolio NAPERVILLE, IL 1,5251.5k $64.3k $64.3k 0.03% Unchanged
75 Authentikos Wealth Advisory, LLC 0.06% of their portfolio MORGAN HILL, CA 1,5181.5k $64.0k $64.0k 0.06% New
76 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,4501.4k $61.1k $61.1k 0.00% Reduced -900 -900
77 SOA Wealth Advisors, LLC. 0.01% of their portfolio NEW YORK, NY 1,1511.2k $48.5k $48.5k 0.01% Unchanged
78 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 1,1501.1k $48.5k $48.5k 0.00% Unchanged
79 AlphaMark Advisors, LLC 0.02% of their portfolio FT. WRIGHT, KY 1,1501.1k $48.0k $48.0k 0.02% Reduced -30 -30
80 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,1321.1k $47.7k $47.7k 0.00% Added +289 +289
81 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 1,0231.0k $43.1k $43.1k 0.00% Added +130 +130
82 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 690690 $29.1k $29.1k 0.00% Unchanged
83 Pinnacle Bancorp, Inc. 0.01% of their portfolio BEATRICE, NE 606606 $25.6k $25.6k 0.01% New
84 Creekmur Asset Management LLC 0.00% of their portfolio MORTON, IL 470470 $19.8k $19.8k 0.00% Unchanged
85 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 362362 $15.3k $15.3k 0.00% New
86 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 150150 $6.3k $6.3k 0.00% New