Vault-13

FIRST TR EXCHNG TRADED FD VI DNOV

FT VEST US EQT · ETP · CUSIP 33740F839

107 institutional holders -2 vs Q1 2025
3,489,5653.5m shares reported held*
$155.8mreported value*
7 new 19 added 47 reduced 7 sold out net sold ≈ $11.8m (-264.4k 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 ($1.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $44.65.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 89Q4 22: 86Q1 23: 87Q2 23: 82Q3 23: 80Q4 23: 89Q1 24: 83Q2 24: 86Q3 24: 86Q4 24: 115Q1 25: 109Q2 25: 107107Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202289
Q4 202286
Q1 202387
Q2 202382
Q3 202380
Q4 202389
Q1 202483
Q2 202486
Q3 202486
Q4 2024115
Q1 2025109
Q2 2025107

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 24Q3 24: 23 bought or addedQ3 24: 49 cut or sold outQ4 24: 61 bought or addedQ4 24: 37 cut or sold outQ4 24Q1 25: 33 bought or addedQ1 25: 55 cut or sold outQ2 25: 26 bought or addedQ2 25: 54 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20231747
Q4 20233839
Q1 20242047
Q2 20241559
Q3 20242349
Q4 20246137
Q1 20253355
Q2 20252654

Biggest buyers

LPL Financial LLC Added +19,727+19.7k
CITADEL ADVISORS LLC New +13,262+13.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +12,731+12.7k
RFG Advisory, LLC New +12,316+12.3k
PRECEDENT WEALTH PARTNERS, LLC New +6,823+6.8k
UBS Group AG Added +6,513+6.5k
Echo Wealth Management, LLC Added +6,377+6.4k
Horizon Investments, LLC Added +5,701+5.7k
Buck Wealth Strategies, LLC Added +4,920+4.9k
OPPENHEIMER & CO INC Added +4,780+4.8k

Biggest sellers

OSAIC HOLDINGS, INC. Reduced -69,038-69.0k
RiverTree Advisors, LLC Sold out -57,938-57.9k
Janney Montgomery Scott LLC Reduced -44,981-45.0k
TOWNSQUARE CAPITAL LLC Sold out -40,173-40.2k
CWM, LLC Reduced -27,985-28.0k
Virtue Capital Management, LLC Sold out -19,210-19.2k
Spire Wealth Management Reduced -18,308-18.3k
OLD MISSION CAPITAL LLC Reduced -13,857-13.9k
Foguth Wealth Management, LLC. Sold out -10,635-10.6k
Signal Advisors Wealth, LLC Reduced -9,518-9.5k

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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OPPENHEIMER & CO INC 0.29% of their portfolio NEW YORK, NY 493,146493.1k $22.0m $22.0m 0.29% Added +4.8k +4,780
2 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 268,219268.2k $12.0m $12.0m 0.02% Reduced -1.1k -1,083
3 OGOREK ANTHONY JOSEPH /NY/ /ADV 2.40% of their portfolio WILLIAMSVILLE, NY 173,570173.6k $7.8m $7.8m 2.40% Reduced -3.5k -3,481
4 REAP Financial Group, LLC 1.42% of their portfolio AUSTIN, TX 134,990135.0k $6.0m $6.0m 1.42% Reduced -3.8k -3,765
5 IFP Advisors, Inc 0.17% of their portfolio TAMPA, FL 130,496130.5k $5.8m $5.8m 0.17% Added +4.3k +4,282
6 Bison Wealth, LLC 0.44% of their portfolio ATLANTA, GA 125,583125.6k $5.6m $5.6m 0.44% Reduced -4.9k -4,869
7 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 113,032113.0k $5.1m $5.1m 0.02% Added +3.5k +3,488
8 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 109,532109.5k $4.9m $4.9m 0.01% Reduced -69.0k -69,038
9 BRASS TAX WEALTH MANAGEMENT, INC 0.93% of their portfolio CINCINNATI, OH 108,377108.4k $4.8m $4.8m 0.93% Reduced -185 -185
10 CWM, LLC 0.02% of their portfolio OMAHA, NE 97,29697.3k $4.3m $4.3m 0.02% Reduced -28.0k -27,985
11 HARBOUR INVESTMENTS, INC. 0.09% of their portfolio MADISON, WI 78,78678.8k $3.5m $3.5m 0.09% Reduced -1.7k -1,702
12 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 72,12172.1k $3.2m $3.2m 0.00% Added +19.7k +19,727
13 Mariner, LLC 0.00% of their portfolio Overland Park, KS 70,54670.5k $3.2m $3.2m 0.00% Reduced -1.9k -1,930
14 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 66,10966.1k $3.0m $3.0m 0.00% Added +1.6k +1,605
15 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 65,79265.8k $2.9m $2.9m 0.00% Added +1.8k +1,809
16 TOUNJIAN ADVISORY PARTNERS, LLC 0.51% of their portfolio FORT MYERS, FL 63,32263.3k $2.7m $2.7m 0.51% Unchanged
17 Tanglewood Legacy Advisors, LLC 1.12% of their portfolio HOUSTON, TX 61,25261.3k $2.7m $2.7m 1.12% Unchanged
18 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 59,41959.4k $2.7m $2.7m 0.00% Reduced -308 -308
19 Mutual Advisors, LLC 0.07% of their portfolio OMAHA, NE 57,66957.7k $2.6m $2.6m 0.07% Reduced -1.8k -1,816
20 Advisory Services Network, LLC 0.04% of their portfolio ATLANTA, GA 57,26557.3k $2.6m $2.6m 0.04% Reduced -16 -16
21 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 49,16749.2k $2.2m $2.2m 0.00% Added +327 +327
22 Echo Wealth Management, LLC 1.34% of their portfolio PLYMOUTH, MN 49,00449.0k $2.2m $2.2m 1.34% Added +6.4k +6,377
23 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 48,43348.4k $2.2m $2.2m 0.01% Reduced -512 -512
24 Spire Wealth Management 0.07% of their portfolio MCLEAN, VA 42,91042.9k $1.9m $1.9m 0.07% Reduced -18.3k -18,308
25 FOUNDERS FINANCIAL SECURITIES LLC 0.13% of their portfolio TOWSON, MD 36,99037.0k $1.7m $1.7m 0.13% Added +2.9k +2,868
26 Horizon Investments, LLC 0.03% of their portfolio Charlotte, NC 36,99037.0k $1.7m $1.7m 0.03% Added +5.7k +5,701
27 OLD MISSION CAPITAL LLC 0.04% of their portfolio CHICAGO, IL 35,16735.2k $1.6m $1.6m 0.04% Reduced -13.9k -13,857
28 Sunbelt Securities, Inc. 0.13% of their portfolio HOUSTON, TX 35,14735.1k $1.5m $1.5m 0.13% Added +725 +725
29 LifeWealth Investments, LLC 0.25% of their portfolio WINTER GARDEN, FL 32,48432.5k $1.5m $1.5m 0.25% Unchanged
30 Ignite Planners, LLC 0.24% of their portfolio SAN CLEMENTE, CA 30,52430.5k $1.4m $1.4m 0.24% Unchanged
31 Keystone Wealth Services, LLC 0.29% of their portfolio PALM DESERT, CA 27,30927.3k $1.2m $1.2m 0.29% Unchanged
32 Castleview Partners, LLC 0.77% of their portfolio DALLAS, TX 26,87326.9k $1.2m $1.2m 0.77% Reduced -2.2k -2,247
33 Wood Tarver Financial Group, LLC 0.34% of their portfolio BOISE, ID 25,07725.1k $1.1m $1.1m 0.34% Reduced -824 -824
34 Spectrum Asset Management, Inc. (NB/CA) 0.48% of their portfolio NEWPORT BEACH, CA 24,80024.8k $1.1m $1.1m 0.48% Unchanged
35 Farther Finance Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 24,51924.5k $1.1m $1.1m 0.02% Reduced -1.2k -1,197
36 McKinley Carter Wealth Services, Inc. 0.06% of their portfolio WHEELING, WV 22,53522.5k $1.0m $1.0m 0.06% Unchanged
37 Buck Wealth Strategies, LLC 0.14% of their portfolio DENVER, CO 21,04721.0k $940.6k $940.6k 0.14% Added +4.9k +4,920
38 HICKORY ASSET MANAGEMENT, INC. 0.75% of their portfolio Concord, OH 20,21520.2k $903.4k $903.4k 0.75% Unchanged
39 JOURNEY STRATEGIC WEALTH LLC 0.03% of their portfolio SUMMIT, NJ 19,56719.6k $874.4k $874.4k 0.03% Unchanged
40 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 18,12418.1k $809.9k $809.9k 0.00% Unchanged
41 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 17,70017.7k $791.0k $791.0k 0.01% Added +3.7k +3,700
42 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 16,10416.1k $719.7k $719.7k 0.01% Reduced -3.0k -2,970
43 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 15,97916.0k $714.1k $714.1k 0.00% Reduced -3.6k -3,583
44 Grantvest Financial Group LLC 0.49% of their portfolio MATAWAN, NJ 14,80914.8k $661.8k $661.8k 0.49% Reduced -5.1k -5,076
45 LVZ, Inc. 0.08% of their portfolio Holland, MI 14,66814.7k $655.5k $655.5k 0.08% Unchanged
46 UPTICK PARTNERS, LLC 0.19% of their portfolio NACOGDOCHES, TX 14,51914.5k $648.8k $648.8k 0.19% Unchanged
47 WORLD EQUITY GROUP, INC. 0.16% of their portfolio SCHAUMBURG, IL 13,29713.3k $594.2k $594.2k 0.16% Reduced -5.7k -5,707
48 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 13,26213.3k $592.7k $592.7k 0.00% New
49 Lakeridge Wealth Management LLC 0.26% of their portfolio MENTOR, OH 12,80612.8k $572.3k $572.3k 0.26% Reduced -230 -230
50 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 12,73112.7k $568.9k $568.9k 0.00% New
51 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 12,63112.6k $564.5k $564.5k 0.00% Reduced -93 -93
52 BEACON FINANCIAL GROUP 0.06% of their portfolio DALLAS, TX 12,54612.5k $560.7k $560.7k 0.06% Reduced -332 -332
53 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 12,31612.3k $550.4k $550.4k 0.01% New
54 LANARK FINANCIAL, INC. 0.04% of their portfolio BIRMINGHAM, AL 11,97912.0k $535.0k $535.0k 0.04% Reduced -45 -45
55 Clear Creek Financial Management, LLC 0.05% of their portfolio SILVERDALE, WA 11,52711.5k $515.1k $515.1k 0.05% Reduced -370 -370
56 ARBOR CAPITAL MANAGEMENT INC /ADV 0.44% of their portfolio ANCHORAGE, AK 11,30511.3k $510.0k $510.0k 0.44% Reduced -657 -657
57 StoneX Group Inc. 0.02% of their portfolio NEW YORK, NY 11,13811.1k $497.7k $497.7k 0.02% Reduced -2.6k -2,593
58 MTM Investment Management, LLC 0.16% of their portfolio SPARTANBURG, SC 10,89510.9k $486.9k $486.9k 0.16% Unchanged
59 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 10,79110.8k $482.2k $482.2k 0.00% Reduced -173 -173
60 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 10,09610.1k $451.2k $451.2k 0.01% Reduced -1.2k -1,169
61 Sowell Financial Services LLC 0.02% of their portfolio NORTH LITTLE ROCK, AR 9,7789.8k $437.0k $437.0k 0.02% Reduced -547 -547
62 Signal Advisors Wealth, LLC 0.03% of their portfolio DETROIT, MI 9,3819.4k $419.2k $419.2k 0.03% Reduced -9.5k -9,518
63 CENTAURUS FINANCIAL, INC. 0.02% of their portfolio ANAHEIM, CA 9,0859.1k $406.0k $406.0k 0.02% Unchanged
64 Sage Capital Advisors,llc 0.10% of their portfolio SIOUX FALLS, SD 9,0509.1k $404.4k $404.4k 0.10% Unchanged
65 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 8,6438.6k $386.2k $386.2k 0.02% Reduced -2.0k -2,000
66 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 8,6008.6k $384.0k $384.0k 0.01% Unchanged
67 UBS Group AG 0.00% of their portfolio ZURICH, V8 8,3638.4k $373.7k $373.7k 0.00% Added +6.5k +6,513
68 Financial Network Wealth Advisors LLC 0.45% of their portfolio MURRAY, UT 8,3308.3k $372.3k $372.3k 0.45% Unchanged
69 Integrity Financial Corp /WA 0.18% of their portfolio JACKSON, WY 8,0798.1k $361.0k $361.0k 0.18% Reduced -1.1k -1,076
70 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 7,6707.7k $342.8k $342.8k 0.01% Unchanged
71 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 7,5407.5k $337.0k $337.0k 0.00% Unchanged
72 Legacy Capital Wealth Partners, LLC 0.08% of their portfolio LITTLE ROCK, AR 7,5397.5k $336.9k $336.9k 0.08% Added +961 +961
73 DEBUSSY CAPITAL MANAGEMENT LP 0.05% of their portfolio CHICAGO, IL 7,3157.3k $326.9k $326.9k 0.05% Unchanged
74 EVOLUTION WEALTH MANAGEMENT INC. 0.39% of their portfolio FORT MYERS, FL 7,1687.2k $320.3k $320.3k 0.39% First filing
75 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 6,9647.0k $311.2k $311.2k 0.01% Reduced -6.8k -6,795
76 Strategic Blueprint, LLC 0.02% of their portfolio ATLANTA, GA 6,8966.9k $308.2k $308.2k 0.02% Unchanged
77 PRECEDENT WEALTH PARTNERS, LLC 0.07% of their portfolio HOUSTON, TX 6,8236.8k $304.9k $304.9k 0.07% New
78 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 6,7886.8k $305.2k $305.2k 0.00% Reduced -200 -200
79 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 6,7006.7k $299.4k $299.4k 0.00% Unchanged
80 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 6,5776.6k $294.0k $294.0k 0.00% Reduced -73 -73
81 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 6,0006.0k $268.0k $268.0k 0.00% Added +3.0k +3,000
82 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 5,9676.0k $266.6k $266.6k 0.00% Reduced -200 -200
83 Oder Investment Management, LLC 0.20% of their portfolio WOODLAND HILLS, CA 5,8785.9k $262.7k $262.7k 0.20% Added +560 +560
84 Per Stirling Capital Management, LLC. 0.03% of their portfolio AUSTIN, TX 5,2155.2k $233.1k $233.1k 0.03% Reduced -1 -1
85 CASCADE INVESTMENT GROUP, INC. 0.16% of their portfolio Colorado Springs, CO 4,9685.0k $222.0k $222.0k 0.16% Unchanged
86 Commonwealth Financial Services, LLC 0.04% of their portfolio VIENNA, WV 4,9154.9k $219.6k $219.6k 0.04% Unchanged
87 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 4,7774.8k $213.0k $213.0k 0.00% Reduced -45.0k -44,981
88 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 4,7304.7k $211.4k $211.4k 0.01% New
89 Foundations Investment Advisors, LLC 0.00% of their portfolio PHOENIX, AZ 4,6814.7k $209.2k $209.2k 0.00% New
90 Focus Financial Network, Inc. 0.01% of their portfolio MINNEAPOLIS, MN 4,5964.6k $205.4k $205.4k 0.01% New
91 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 4,5684.6k $204.1k $204.1k 0.00% Added +1.1k +1,106
92 Advyzon Investment Management, LLC 0.04% of their portfolio LISLE, IL 4,5254.5k $202.2k $202.2k 0.04% Reduced -3.3k -3,303
93 SOA Wealth Advisors, LLC. 0.03% of their portfolio NEW YORK, NY 3,2803.3k $146.6k $146.6k 0.03% Unchanged
94 Topsail Wealth Management, LLC 0.02% of their portfolio CHARLOTTE, NC 2,9753.0k $132.9k $132.9k 0.02% Unchanged
95 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 2,6502.6k $118.4k $118.4k 0.00% Unchanged
96 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,7791.8k $79.5k $79.5k 0.00% Reduced -8.2k -8,206
97 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 1,6001.6k $71.5k $71.5k 0.00% Unchanged
98 DHJJ Financial Advisors, Ltd. 0.02% of their portfolio NAPERVILLE, IL 1,5101.5k $67.5k $67.5k 0.02% Reduced -15 -15
99 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,4501.4k $64.8k $64.8k 0.00% Unchanged
100 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 1,1701.2k $52.3k $52.3k 0.00% Added +121 +121