Vault-13

FIRST TR EXCHNG TRADED FD VI DNOV

FT VEST US EQT · ETP · CUSIP 33740F839

117 institutional holders +16 vs Q3 2025
3,515,9763.5m shares reported held*
$171.7mreported value*
23 new 38 added 33 reduced 8 sold out net bought ≈ $18.2m (+372.7k 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 ($2.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $48.85.

Trends to Q4 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: 101Q4 25: 117117Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 2025117

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 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 25Q3 25: 21 bought or addedQ3 25: 57 cut or sold outQ4 25: 61 bought or addedQ4 25: 41 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20242047
Q2 20241559
Q3 20242349
Q4 20246137
Q1 20253355
Q2 20252654
Q3 20252157
Q4 20256141

Biggest buyers

Waverly Advisors, LLC New +107,036+107.0k
WINNACLE WEALTH LLC Added +104,192+104.2k
1ST SOURCE BANK New +69,111+69.1k
Encompass More Asset Management New +66,219+66.2k
PRECEDENT WEALTH PARTNERS, LLC New +65,648+65.6k
ASHTON THOMAS SECURITIES, LLC New +54,519+54.5k
COMMONWEALTH EQUITY SERVICES, LLC Added +45,891+45.9k
Ashton Thomas Private Wealth, LLC New +41,378+41.4k
ENVESTNET ASSET MANAGEMENT INC Added +35,938+35.9k
LPL Financial LLC Added +32,010+32.0k

Biggest sellers

OPPENHEIMER & CO INC Reduced -313,050-313.1k
Spire Wealth Management Reduced -31,552-31.6k
Keystone Wealth Services, LLC Sold out -26,329-26.3k
REAP Financial Group, LLC Reduced -23,753-23.8k
CITADEL ADVISORS LLC Sold out -18,424-18.4k
LifeWealth Investments, LLC Reduced -16,242-16.2k
Sanctuary Advisors, LLC Reduced -10,962-11.0k
Echo Wealth Management, LLC Reduced -10,647-10.6k
Cambridge Investment Research Advisors, Inc. Reduced -9,822-9.8k
Ameritas Advisory Services, LLC Sold out -7,974-8.0k

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, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 307,563307.6k $15.0m $15.0m 0.02% Added +45.9k +45,891
2 OGOREK ANTHONY JOSEPH /NY/ /ADV 2.50% of their portfolio WILLIAMSVILLE, NY 186,416186.4k $9.1m $9.1m 2.50% Added +13.2k +13,225
3 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 129,223129.2k $6.3m $6.3m 0.00% Added +32.0k +32,010
4 IFP Advisors, Inc 0.14% of their portfolio TAMPA, FL 125,484125.5k $6.1m $6.1m 0.14% Reduced -850 -850
5 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 110,690110.7k $5.4m $5.4m 0.02% Added +3.7k +3,661
6 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 109,924109.9k $5.4m $5.4m 0.00% Added +35.9k +35,938
7 Waverly Advisors, LLC 0.04% of their portfolio BIRMINGHAM, AL 107,036107.0k $5.2m $5.2m 0.04% New
8 WINNACLE WEALTH LLC 3.86% of their portfolio WACO, TX 106,522106.5k $5.2m $5.2m 3.86% Added +104.2k +104,192
9 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 105,648105.6k $5.2m $5.2m 0.01% Added +2.9k +2,939
10 Benson Wealth Management INC 5.66% of their portfolio OOLTEWAH, TN, TN 104,051104.1k $5.1m $5.1m 5.66% First filing
11 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 102,891102.9k $5.0m $5.0m 0.01% Added +17.6k +17,595
12 REAP Financial Group, LLC 1.00% of their portfolio AUSTIN, TX 100,762100.8k $4.9m $4.9m 1.00% Reduced -23.8k -23,753
13 OPPENHEIMER & CO INC 0.06% of their portfolio NEW YORK, NY 93,36993.4k $4.6m $4.6m 0.06% Reduced -313.1k -313,050
14 CWM, LLC 0.01% of their portfolio OMAHA, NE 90,81990.8k $4.4m $4.4m 0.01% Added +5.4k +5,366
15 HARBOUR INVESTMENTS, INC. 0.08% of their portfolio MADISON, WI 81,19281.2k $4.0m $4.0m 0.08% Added +4.1k +4,144
16 Mariner, LLC 0.00% of their portfolio Overland Park, KS 69,52169.5k $3.4m $3.4m 0.00% Reduced -3.0k -2,984
17 1ST SOURCE BANK 0.18% of their portfolio SOUTH BEND, IN 69,11169.1k $3.4m $3.4m 0.18% New
18 Encompass More Asset Management 0.60% of their portfolio Danville, CA 66,21966.2k $3.2m $3.2m 0.60% New
19 PRECEDENT WEALTH PARTNERS, LLC 0.67% of their portfolio HOUSTON, TX 65,64865.6k $3.2m $3.2m 0.67% New
20 Tanglewood Legacy Advisors, LLC 1.16% of their portfolio HOUSTON, TX 63,33663.3k $3.1m $3.1m 1.16% Added +2.1k +2,084
21 Advisory Services Network, LLC 0.04% of their portfolio ATLANTA, GA 59,55059.5k $2.9m $2.9m 0.04% Added +3.0k +2,951
22 Mutual Advisors, LLC 0.06% of their portfolio OMAHA, NE 57,25457.3k $2.8m $2.8m 0.06% Added +285 +285
23 FOUNDERS FINANCIAL SECURITIES LLC 0.16% of their portfolio TOWSON, MD 57,16357.2k $2.8m $2.8m 0.16% Added +4.8k +4,774
24 Horizon Investments, LLC 0.04% of their portfolio Charlotte, NC 56,99557.0k $2.8m $2.8m 0.04% Added +4.6k +4,606
25 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 55,97856.0k $2.7m $2.7m 0.00% Added +383 +383
26 ASHTON THOMAS SECURITIES, LLC 0.51% of their portfolio ROCHESTER, NY 54,51954.5k $2.7m $2.7m 0.51% New
27 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 49,79349.8k $2.4m $2.4m 0.00% Reduced -177 -177
28 Echo Wealth Management, LLC 1.21% of their portfolio PLYMOUTH, MN 42,34642.3k $2.1m $2.1m 1.21% Reduced -10.6k -10,647
29 Ashton Thomas Private Wealth, LLC 0.05% of their portfolio SCOTTSDALE, AZ 41,37841.4k $2.0m $2.0m 0.05% New
30 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 36,92536.9k $1.8m $1.8m 0.00% Reduced -9.8k -9,822
31 Madrona Financial Services, LLC 0.32% of their portfolio EVERETT, WA 31,08131.1k $1.5m $1.5m 0.32% New
32 Sunbelt Securities, Inc. 0.10% of their portfolio HOUSTON, TX 30,11430.1k $1.5m $1.5m 0.10% Reduced -1.2k -1,230
33 Spectrum Asset Management, Inc. (NB/CA) 0.46% of their portfolio NEWPORT BEACH, CA 28,38128.4k $1.4m $1.4m 0.46% Added +3.6k +3,581
34 Castleview Partners, LLC 0.63% of their portfolio DALLAS, TX 25,86025.9k $1.3m $1.3m 0.63% Reduced -936 -936
35 Commonwealth Financial Services, LLC 0.21% of their portfolio VIENNA, WV 25,47225.5k $1.2m $1.2m 0.21% Added +20.6k +20,557
36 Ignite Planners, LLC 0.19% of their portfolio SAN CLEMENTE, CA 25,43425.4k $1.3m $1.3m 0.19% Reduced -4.7k -4,650
37 Arkadios Wealth Advisors 0.02% of their portfolio ATLANTA, GA 23,58523.6k $1.2m $1.2m 0.02% Unchanged
38 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 22,96623.0k $1.1m $1.1m 0.00% Added +14.0k +13,990
39 McKinley Carter Wealth Services, Inc. 0.06% of their portfolio WHEELING, WV 22,53522.5k $1.1m $1.1m 0.06% Unchanged
40 Buck Wealth Strategies, LLC 0.14% of their portfolio DENVER, CO 22,51522.5k $1.1m $1.1m 0.14% Added +1.6k +1,589
41 Wood Tarver Financial Group, LLC 0.31% of their portfolio BOISE, ID 22,44922.4k $1.1m $1.1m 0.31% Reduced -534 -534
42 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 19,77319.8k $965.7k $965.7k 0.00% Added +2.2k +2,223
43 JOURNEY STRATEGIC WEALTH LLC 0.02% of their portfolio SUMMIT, NJ 19,45319.5k $950.0k $950.0k 0.02% Unchanged
44 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 19,41019.4k $947.9k $947.9k 0.01% Added +3.7k +3,660
45 Kovack Advisors, Inc. 0.04% of their portfolio FT. LAUDERDALE, FL 19,05319.1k $930.5k $930.5k 0.04% New
46 OLD MISSION CAPITAL LLC 0.04% of their portfolio CHICAGO, IL 18,81618.8k $918.9k $918.9k 0.04% Added +9.9k +9,891
47 LVZ, Inc. 0.10% of their portfolio Holland, MI 17,58017.6k $858.6k $858.6k 0.10% Added +2.9k +2,912
48 LifeWealth Investments, LLC 0.25% of their portfolio WINTER GARDEN, FL 16,24216.2k $793.2k $793.2k 0.25% Reduced -16.2k -16,242
49 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 14,50214.5k $708.2k $708.2k 0.01% Added +1.9k +1,908
50 WORLD EQUITY GROUP, INC. 0.19% of their portfolio SCHAUMBURG, IL 13,78013.8k $673.0k $673.0k 0.19% Added +483 +483
51 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 13,30013.3k $649.5k $649.5k 0.01% Reduced -4.7k -4,690
52 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 13,12713.1k $641.1k $641.1k 0.00% New
53 Lakeridge Wealth Management LLC 0.28% of their portfolio MENTOR, OH 12,60612.6k $615.7k $615.7k 0.28% Unchanged
54 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 12,22612.2k $597.1k $597.1k 0.01% Added +572 +572
55 StoneX Group Inc. 0.03% of their portfolio NEW YORK, NY 12,09812.1k $590.8k $590.8k 0.03% Added +960 +960
56 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 11,95312.0k $583.8k $583.8k 0.01% Reduced -57 -57
57 Clear Creek Financial Management, LLC 0.04% of their portfolio SILVERDALE, WA 10,95411.0k $535.0k $535.0k 0.04% Reduced -258 -258
58 MTM Investment Management, LLC 0.17% of their portfolio SPARTANBURG, SC 10,89510.9k $532.1k $532.1k 0.17% Unchanged
59 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 10,87310.9k $531.0k $531.0k 0.00% Added +7.3k +7,315
60 BEACON FINANCIAL GROUP 0.05% of their portfolio DALLAS, TX 10,86710.9k $530.7k $530.7k 0.05% Unchanged
61 UPTICK PARTNERS, LLC 0.11% of their portfolio NACOGDOCHES, TX 10,66310.7k $520.8k $520.8k 0.11% Reduced -3.3k -3,316
62 Grantvest Financial Group LLC 0.33% of their portfolio MATAWAN, NJ 10,55010.6k $515.2k $515.2k 0.33% Added +573 +573
63 Signal Advisors Wealth, LLC 0.04% of their portfolio DETROIT, MI 10,45310.5k $510.5k $510.5k 0.04% Added +2.3k +2,293
64 ARBOR CAPITAL MANAGEMENT INC /ADV 0.42% of their portfolio ANCHORAGE, AK 10,30310.3k $504.5k $504.5k 0.42% Reduced -1.0k -1,002
65 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 9,6349.6k $470.5k $470.5k 0.00% Reduced -11.0k -10,962
66 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 9,5219.5k $467.3k $467.3k 0.00% Added +75 +75
67 Sage Capital Advisors,llc 0.11% of their portfolio SIOUX FALLS, SD 9,4509.4k $461.5k $461.5k 0.11% Added +400 +400
68 Sowell Financial Services LLC 0.02% of their portfolio NORTH LITTLE ROCK, AR 9,1509.2k $446.9k $446.9k 0.02% Reduced -628 -628
69 LANARK FINANCIAL, INC. 0.03% of their portfolio BIRMINGHAM, AL 9,1439.1k $446.5k $446.5k 0.03% Reduced -1.2k -1,189
70 Oakmont Advisory Group, LLC 0.47% of their portfolio ALBUQUERQUE, NM 8,9719.0k $438.1k $438.1k 0.47% First filing
71 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 8,7018.7k $425.0k $425.0k 0.00% Added +5.7k +5,663
72 Financial Network Wealth Advisors LLC 0.42% of their portfolio MURRAY, UT 8,3308.3k $406.8k $406.8k 0.42% Unchanged
73 Capasso Planning Partners LLC 0.22% of their portfolio CHARLESTON, SC 8,0538.1k $393.3k $393.3k 0.22% New
74 Integrity Financial Corp /WA 0.20% of their portfolio JACKSON, WY 7,8877.9k $385.2k $385.2k 0.20% Added +381 +381
75 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 7,7677.8k $379.3k $379.3k 0.00% Reduced -2.3k -2,258
76 Legacy Capital Wealth Partners, LLC 0.08% of their portfolio LITTLE ROCK, AR 7,5397.5k $368.2k $368.2k 0.08% Unchanged
77 CENTAURUS FINANCIAL, INC. 0.02% of their portfolio ANAHEIM, CA 7,4487.4k $364.0k $364.0k 0.02% Unchanged
78 DEBUSSY CAPITAL MANAGEMENT LP 0.05% of their portfolio CHICAGO, IL 7,3157.3k $357.2k $357.2k 0.05% Unchanged
79 Falcon Wealth Planning 0.03% of their portfolio Ontario, CA 7,2847.3k $355.7k $355.7k 0.03% New
80 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 7,1407.1k $348.7k $348.7k 0.00% Reduced -400 -400
81 Clark Capital Management Group, Inc. 0.00% of their portfolio PHILADELPHIA, PA 6,9607.0k $339.9k $339.9k 0.00% Added +912 +912
82 Strategic Blueprint, LLC 0.02% of their portfolio ATLANTA, GA 6,8966.9k $336.8k $336.8k 0.02% Unchanged
83 EVOLUTION WEALTH MANAGEMENT INC. 0.28% of their portfolio FORT MYERS, FL 6,8816.9k $336.1k $336.1k 0.28% Reduced -1 -1
84 Ritter Daniher Financial Advisory LLC / DE 0.06% of their portfolio CINCINNATI, OH 6,8256.8k $333.3k $333.3k 0.06% Unchanged
85 Per Stirling Capital Management, LLC. 0.04% of their portfolio AUSTIN, TX 6,4246.4k $313.7k $313.7k 0.04% Added +1.2k +1,221
86 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 6,1246.1k $299.1k $299.1k 0.00% New
87 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 6,0696.1k $296.4k $296.4k 0.00% Reduced -98 -98
88 Oder Investment Management, LLC 0.21% of their portfolio WOODLAND HILLS, CA 5,8785.9k $287.1k $287.1k 0.21% Unchanged
89 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 5,7565.8k $281.1k $281.1k 0.00% New
90 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 5,7505.8k $281.0k $281.0k 0.00% Reduced -13 -13
91 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 5,4145.4k $264.4k $264.4k 0.00% Reduced -431 -431
92 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 5,4045.4k $263.9k $263.9k 0.00% New
93 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 5,3545.4k $261.5k $261.5k 0.00% New
94 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 5,1755.2k $252.7k $252.7k 0.00% Reduced -1.5k -1,500
95 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 4,8424.8k $236.5k $236.5k 0.00% Reduced -105 -105
96 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 4,8044.8k $234.6k $234.6k 0.01% Added +74 +74
97 U.S. Capital Wealth Advisors, LLC 0.01% of their portfolio AUSTIN, TX 4,7204.7k $230.5k $230.5k 0.01% New
98 Focus Financial Network, Inc. 0.01% of their portfolio MINNEAPOLIS, MN 4,5964.6k $224.5k $224.5k 0.01% Unchanged
99 Cottage Street Advisors LLC 0.09% of their portfolio MARION, MA 4,5654.6k $222.9k $222.9k 0.09% New
100 WEALTHGARDEN F.S. LLC 0.14% of their portfolio EL SEGUNDO, CA 4,4164.4k $217.2k $217.2k 0.14% New