Vault-13

FIRST TR EXCHNG TRADED FD VI DNOV

FT VEST US EQT · ETP · CUSIP 33740F839

101 institutional holders -6 vs Q2 2025
3,142,2083.1m shares reported held*
$147.0mreported value*
5 new 16 added 50 reduced 7 sold out net sold ≈ $13.7m (-293.3k 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 ($2.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $46.79.

Trends to Q3 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: 107Q3 25: 101101Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025101

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 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 24Q4 24: 61 bought or addedQ4 24: 37 cut or sold outQ1 25: 33 bought or addedQ1 25: 55 cut or sold outQ1 25Q2 25: 26 bought or addedQ2 25: 54 cut or sold outQ3 25: 21 bought or addedQ3 25: 57 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20233839
Q1 20242047
Q2 20241559
Q3 20242349
Q4 20246137
Q1 20253355
Q2 20252654
Q3 20252157

Biggest buyers

LPL Financial LLC Added +25,092+25.1k
Cetera Investment Advisers Added +19,504+19.5k
Arkadios Wealth Advisors Added +15,915+15.9k
FOUNDERS FINANCIAL SECURITIES LLC Added +15,399+15.4k
Horizon Investments, LLC Added +15,399+15.4k
Sanctuary Advisors, LLC Added +9,805+9.8k
ENVESTNET ASSET MANAGEMENT INC Added +7,877+7.9k
Ritter Daniher Financial Advisory LLC / DE New +6,825+6.8k
Clark Capital Management Group, Inc. New +6,048+6.0k
Rockefeller Capital Management L.P. New +5,845+5.8k

Biggest sellers

Bison Wealth, LLC Sold out -125,583-125.6k
OPPENHEIMER & CO INC Reduced -86,727-86.7k
TOUNJIAN ADVISORY PARTNERS, LLC Sold out -63,322-63.3k
OLD MISSION CAPITAL LLC Reduced -26,242-26.2k
CWM, LLC Reduced -11,843-11.8k
Spire Wealth Management Reduced -10,908-10.9k
REAP Financial Group, LLC Reduced -10,475-10.5k
WEDBUSH SECURITIES INC Sold out -8,600-8.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -8,001-8.0k
UBS Group AG Reduced -7,508-7.5k

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, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OPPENHEIMER & CO INC 0.23% of their portfolio NEW YORK, NY 406,419406.4k $19.0m $19.0m 0.23% Reduced -86.7k -86,727
2 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 261,672261.7k $12.3m $12.3m 0.02% Reduced -6.5k -6,547
3 OGOREK ANTHONY JOSEPH /NY/ /ADV 2.32% of their portfolio WILLIAMSVILLE, NY 173,191173.2k $8.1m $8.1m 2.32% Reduced -379 -379
4 IFP Advisors, Inc 0.15% of their portfolio TAMPA, FL 126,334126.3k $5.9m $5.9m 0.15% Reduced -4.2k -4,162
5 REAP Financial Group, LLC 1.27% of their portfolio AUSTIN, TX 124,515124.5k $5.8m $5.8m 1.27% Reduced -10.5k -10,475
6 BRASS TAX WEALTH MANAGEMENT, INC 0.84% of their portfolio CINCINNATI, OH 107,362107.4k $5.0m $5.0m 0.84% Reduced -1.0k -1,015
7 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 107,029107.0k $5.0m $5.0m 0.02% Reduced -6.0k -6,003
8 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 102,709102.7k $4.8m $4.8m 0.01% Reduced -6.8k -6,823
9 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 97,21397.2k $4.6m $4.6m 0.00% Added +25.1k +25,092
10 CWM, LLC 0.01% of their portfolio OMAHA, NE 85,45385.5k $4.0m $4.0m 0.01% Reduced -11.8k -11,843
11 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 85,29685.3k $4.0m $4.0m 0.00% Added +19.5k +19,504
12 HARBOUR INVESTMENTS, INC. 0.08% of their portfolio MADISON, WI 77,04877.0k $3.6m $3.6m 0.08% Reduced -1.7k -1,738
13 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 73,98674.0k $3.5m $3.5m 0.00% Added +7.9k +7,877
14 Mariner, LLC 0.00% of their portfolio Overland Park, KS 72,50572.5k $3.4m $3.4m 0.00% Added +2.0k +1,959
15 Tanglewood Legacy Advisors, LLC 1.11% of their portfolio HOUSTON, TX 61,25261.3k $2.9m $2.9m 1.11% Unchanged
16 Mutual Advisors, LLC 0.06% of their portfolio OMAHA, NE 56,96957.0k $2.7m $2.7m 0.06% Reduced -700 -700
17 Advisory Services Network, LLC 0.04% of their portfolio ATLANTA, GA 56,59956.6k $2.6m $2.6m 0.04% Reduced -666 -666
18 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 55,59555.6k $2.6m $2.6m 0.00% Reduced -3.8k -3,824
19 Echo Wealth Management, LLC 1.45% of their portfolio PLYMOUTH, MN 52,99353.0k $2.5m $2.5m 1.45% Added +4.0k +3,989
20 FOUNDERS FINANCIAL SECURITIES LLC 0.17% of their portfolio TOWSON, MD 52,38952.4k $2.5m $2.5m 0.17% Added +15.4k +15,399
21 Horizon Investments, LLC 0.03% of their portfolio Charlotte, NC 52,38952.4k $2.5m $2.5m 0.03% Added +15.4k +15,399
22 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 49,97050.0k $2.3m $2.3m 0.00% Added +803 +803
23 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 46,74746.7k $2.2m $2.2m 0.01% Reduced -1.7k -1,686
24 LifeWealth Investments, LLC 0.23% of their portfolio WINTER GARDEN, FL 32,48432.5k $1.5m $1.5m 0.23% Unchanged
25 Spire Wealth Management 0.05% of their portfolio MCLEAN, VA 32,00232.0k $1.5m $1.5m 0.05% Reduced -10.9k -10,908
26 Sunbelt Securities, Inc. 0.10% of their portfolio HOUSTON, TX 31,34431.3k $1.5m $1.5m 0.10% Reduced -3.8k -3,803
27 Ignite Planners, LLC 0.23% of their portfolio SAN CLEMENTE, CA 30,08430.1k $1.4m $1.4m 0.23% Reduced -440 -440
28 Castleview Partners, LLC 0.68% of their portfolio DALLAS, TX 26,79626.8k $1.3m $1.3m 0.68% Reduced -77 -77
29 Keystone Wealth Services, LLC 0.27% of their portfolio PALM DESERT, CA 26,32926.3k $1.2m $1.2m 0.27% Reduced -980 -980
30 Spectrum Asset Management, Inc. (NB/CA) 0.41% of their portfolio NEWPORT BEACH, CA 24,80024.8k $1.2m $1.2m 0.41% Unchanged
31 Arkadios Wealth Advisors 0.03% of their portfolio ATLANTA, GA 23,58523.6k $1.1m $1.1m 0.03% Added +15.9k +15,915
32 Wood Tarver Financial Group, LLC 0.32% of their portfolio BOISE, ID 22,98323.0k $1.1m $1.1m 0.32% Reduced -2.1k -2,094
33 McKinley Carter Wealth Services, Inc. 0.06% of their portfolio WHEELING, WV 22,53522.5k $1.1m $1.1m 0.06% Unchanged
34 Buck Wealth Strategies, LLC 0.13% of their portfolio DENVER, CO 20,92620.9k $979.8k $979.8k 0.13% Reduced -121 -121
35 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 20,59620.6k $910.5k $910.5k 0.00% Added +9.8k +9,805
36 JOURNEY STRATEGIC WEALTH LLC 0.03% of their portfolio SUMMIT, NJ 19,45319.5k $910.8k $910.8k 0.03% Reduced -114 -114
37 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 18,42418.4k $862.6k $862.6k 0.00% Added +5.2k +5,162
38 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 17,99018.0k $842.3k $842.3k 0.01% Reduced -6.5k -6,529
39 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 17,55017.6k $821.7k $821.7k 0.00% Reduced -574 -574
40 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 15,75015.8k $737.4k $737.4k 0.01% Reduced -1.9k -1,950
41 LVZ, Inc. 0.08% of their portfolio Holland, MI 14,66814.7k $686.8k $686.8k 0.08% Unchanged
42 UPTICK PARTNERS, LLC 0.17% of their portfolio NACOGDOCHES, TX 13,97914.0k $654.5k $654.5k 0.17% Reduced -540 -540
43 WORLD EQUITY GROUP, INC. 0.14% of their portfolio SCHAUMBURG, IL 13,29713.3k $622.6k $622.6k 0.14% Unchanged
44 Lakeridge Wealth Management LLC 0.26% of their portfolio MENTOR, OH 12,60612.6k $590.2k $590.2k 0.26% Reduced -200 -200
45 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 12,59412.6k $589.7k $589.7k 0.00% Reduced -37 -37
46 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 12,01012.0k $562.3k $562.3k 0.01% Reduced -306 -306
47 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 11,65411.7k $545.6k $545.6k 0.01% Reduced -4.5k -4,450
48 ARBOR CAPITAL MANAGEMENT INC /ADV 0.43% of their portfolio ANCHORAGE, AK 11,30511.3k $529.8k $529.8k 0.43% Unchanged
49 Clear Creek Financial Management, LLC 0.05% of their portfolio SILVERDALE, WA 11,21211.2k $524.9k $524.9k 0.05% Reduced -315 -315
50 StoneX Group Inc. 0.02% of their portfolio NEW YORK, NY 11,13811.1k $521.5k $521.5k 0.02% Unchanged
51 MTM Investment Management, LLC 0.16% of their portfolio SPARTANBURG, SC 10,89510.9k $510.1k $510.1k 0.16% Unchanged
52 BEACON FINANCIAL GROUP 0.05% of their portfolio DALLAS, TX 10,86710.9k $508.8k $508.8k 0.05% Reduced -1.7k -1,679
53 LANARK FINANCIAL, INC. 0.04% of their portfolio BIRMINGHAM, AL 10,33210.3k $483.7k $483.7k 0.04% Reduced -1.6k -1,647
54 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 10,02510.0k $469.4k $469.4k 0.01% Reduced -71 -71
55 Grantvest Financial Group LLC 0.32% of their portfolio MATAWAN, NJ 9,97710.0k $467.1k $467.1k 0.32% Reduced -4.8k -4,832
56 Sowell Financial Services LLC 0.02% of their portfolio NORTH LITTLE ROCK, AR 9,7789.8k $457.8k $457.8k 0.02% Unchanged
57 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 9,4469.4k $443.2k $443.2k 0.00% Added +2.7k +2,658
58 Sage Capital Advisors,llc 0.10% of their portfolio SIOUX FALLS, SD 9,0509.1k $423.7k $423.7k 0.10% Unchanged
59 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 8,9769.0k $420.3k $420.3k 0.00% Added +2.4k +2,399
60 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 8,9258.9k $417.9k $417.9k 0.01% Reduced -26.2k -26,242
61 Financial Network Wealth Advisors LLC 0.43% of their portfolio MURRAY, UT 8,3308.3k $390.0k $390.0k 0.43% Unchanged
62 Signal Advisors Wealth, LLC 0.03% of their portfolio DETROIT, MI 8,1608.2k $382.1k $382.1k 0.03% Reduced -1.2k -1,221
63 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 7,9748.0k $373.3k $373.3k 0.02% Reduced -669 -669
64 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 7,5407.5k $353.0k $353.0k 0.00% Unchanged
65 Legacy Capital Wealth Partners, LLC 0.08% of their portfolio LITTLE ROCK, AR 7,5397.5k $353.0k $353.0k 0.08% Unchanged
66 Integrity Financial Corp /WA 0.17% of their portfolio JACKSON, WY 7,5067.5k $351.4k $351.4k 0.17% Reduced -573 -573
67 CENTAURUS FINANCIAL, INC. 0.02% of their portfolio ANAHEIM, CA 7,4487.4k $349.0k $349.0k 0.02% Reduced -1.6k -1,637
68 DEBUSSY CAPITAL MANAGEMENT LP 0.05% of their portfolio CHICAGO, IL 7,3157.3k $342.5k $342.5k 0.05% Unchanged
69 Strategic Blueprint, LLC 0.01% of their portfolio ATLANTA, GA 6,8966.9k $322.9k $322.9k 0.01% Unchanged
70 EVOLUTION WEALTH MANAGEMENT INC. 0.33% of their portfolio FORT MYERS, FL 6,8826.9k $322.2k $322.2k 0.33% Reduced -286 -286
71 Ritter Daniher Financial Advisory LLC / DE 0.06% of their portfolio CINCINNATI, OH 6,8256.8k $319.5k $319.5k 0.06% New
72 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 6,6756.7k $312.5k $312.5k 0.00% Reduced -25 -25
73 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 6,1676.2k $288.7k $288.7k 0.00% Added +200 +200
74 Clark Capital Management Group, Inc. 0.00% of their portfolio PHILADELPHIA, PA 6,0486.0k $283.2k $283.2k 0.00% New
75 Oder Investment Management, LLC 0.20% of their portfolio WOODLAND HILLS, CA 5,8785.9k $275.2k $275.2k 0.20% Unchanged
76 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 5,8455.8k $273.7k $273.7k 0.00% New
77 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 5,7635.8k $270.0k $270.0k 0.00% Added +986 +986
78 Per Stirling Capital Management, LLC. 0.03% of their portfolio AUSTIN, TX 5,2035.2k $243.6k $243.6k 0.03% Reduced -12 -12
79 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 4,9474.9k $231.6k $231.6k 0.00% New
80 Commonwealth Financial Services, LLC 0.04% of their portfolio VIENNA, WV 4,9154.9k $230.1k $230.1k 0.04% Unchanged
81 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 4,7304.7k $221.5k $221.5k 0.00% Reduced -8.0k -8,001
82 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 4,7304.7k $221.5k $221.5k 0.01% Unchanged
83 Focus Financial Network, Inc. 0.01% of their portfolio MINNEAPOLIS, MN 4,5964.6k $215.2k $215.2k 0.01% Unchanged
84 CASCADE INVESTMENT GROUP, INC. 0.14% of their portfolio Colorado Springs, CO 4,3684.4k $204.5k $204.5k 0.14% Reduced -600 -600
85 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 4,0434.0k $189.3k $189.3k 0.00% Reduced -525 -525
86 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 3,5583.6k $166.6k $166.6k 0.00% Added +1.8k +1,779
87 SOA Wealth Advisors, LLC. 0.03% of their portfolio NEW YORK, NY 3,2703.3k $153.1k $153.1k 0.03% Reduced -10 -10
88 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 3,0383.0k $142.0k $142.0k 0.00% Reduced -3.0k -2,962
89 Topsail Wealth Management, LLC 0.02% of their portfolio CHARLOTTE, NC 2,9753.0k $139.3k $139.3k 0.02% Unchanged
90 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 2,6502.6k $124.1k $124.1k 0.00% Unchanged
91 WINNACLE WEALTH LLC 0.09% of their portfolio WACO, TX 2,3302.3k $109.5k $109.5k 0.09% New
92 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 1,6001.6k $74.9k $74.9k 0.00% Unchanged
93 DHJJ Financial Advisors, Ltd. 0.02% of their portfolio NAPERVILLE, IL 1,5101.5k $70.7k $70.7k 0.02% Unchanged
94 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,4501.4k $67.9k $67.9k 0.00% Unchanged
95 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 1,1651.2k $54.5k $54.5k 0.00% Reduced -5 -5
96 UBS Group AG 0.00% of their portfolio ZURICH, V8 855855 $40.0k $40.0k 0.00% Reduced -7.5k -7,508
97 Pinnacle Bancorp, Inc. 0.01% of their portfolio BEATRICE, NE 606606 $28.4k $28.4k 0.01% Unchanged
98 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 598598 $28.0k $28.0k 0.00% Unchanged
99 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 368368 $17.2k $17.2k 0.00% Unchanged
100 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 300300 $14.0k $14.0k 0.00% Unchanged