Vault-13

FIRST TR EXCHNG TRADED FD VI FNOV

FT VEST US EQT · ETP · CUSIP 33740F847

91 institutional holders +14 vs Q3 2022
6,530,2826.5m shares reported held*
$212.3mreported value*
29 new 32 added 19 reduced 15 sold out net bought ≈ $76.7m (+2.7m 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 ≈ $32.50.

Trends to Q4 2022

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 77Q4 22: 9191Q3 22Q4 22
Numbers
QuarterHolders
Q3 202277
Q4 202291

Biggest buyers

PRW Wealth Management LLC Added +1,216,780+1.2m
COMMONWEALTH EQUITY SERVICES, LLC Added +729,498+729.5k
Altman Advisors, Inc. New +429,009+429.0k
True Link Financial Advisors, LLC New +214,525+214.5k
ERn Financial, LLC New +184,479+184.5k
OGOREK ANTHONY JOSEPH /NY/ /ADV Added +157,485+157.5k
OSAIC HOLDINGS, INC. Added +114,910+114.9k
Raymond James Financial Services Advisors, Inc. New +98,731+98.7k
LPL Financial LLC New +87,182+87.2k
RAYMOND JAMES & ASSOCIATES New +70,811+70.8k

Biggest sellers

Bouchey Financial Group, Ltd. Reduced -577,241-577.2k
TRUIST FINANCIAL CORP Reduced -263,965-264.0k
Cetera Investment Advisers Reduced -81,780-81.8k
OLD MISSION CAPITAL LLC Reduced -69,916-69.9k
LINCOLN NATIONAL CORP Reduced -67,698-67.7k
Integrated Wealth Concepts LLC Reduced -41,160-41.2k
B. Riley Wealth Advisors, Inc. Sold out -34,105-34.1k
Oder Investment Management, LLC Sold out -23,296-23.3k
WOLVERINE TRADING, LLC Sold out -20,213-20.2k
OPPENHEIMER & CO INC Reduced -19,579-19.6k

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 +2.0 pts · filed 2026-10-27 71.2% +2.0 pts 14.9m≈ $873.0m 2026-10-27

Holders, Q4 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 PRW Wealth Management LLC 11.75% of their portfolio QUINCY, MA 1,330,9811.3m $27.3m $27.3m 11.75% Added +1.2m +1,216,780
2 COMMONWEALTH EQUITY SERVICES, LLC 0.08% of their portfolio WALTHAM, MA 916,555916.6k $32.6m $32.6m 0.08% Added +729.5k +729,498
3 Altman Advisors, Inc. 9.63% of their portfolio CHICAGO, IL 429,009429.0k $15.6m $15.6m 9.63% New
4 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 359,629359.6k $12.8m $12.8m 0.03% Added +114.9k +114,910
5 True Link Financial Advisors, LLC 1.03% of their portfolio SAN FRANCISCO, CA 214,525214.5k $7.6m $7.6m 1.03% New
6 HARBOUR INVESTMENTS, INC. 0.44% of their portfolio MADISON, WI 201,831201.8k $7.2m $7.2m 0.44% Added +5.7k +5,741
7 ERn Financial, LLC 1.49% of their portfolio MIDDLETON, WI 184,479184.5k $6.6m $6.6m 1.49% New
8 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 172,066172.1k $6.1m $6.1m 0.03% Added +24.7k +24,716
9 OGOREK ANTHONY JOSEPH /NY/ /ADV 2.44% of their portfolio WILLIAMSVILLE, NY 157,880157.9k $5.6m $5.6m 2.44% Added +157.5k +157,485
10 Cetera Investment Advisers 0.04% of their portfolio SCHAUMBURG, IL 129,906129.9k $4.6m $4.6m 0.04% Reduced -81.8k -81,780
11 Cetera Advisors LLC 0.08% of their portfolio DENVER, CO 124,835124.8k $4.4m $4.4m 0.08% Added +30.1k +30,116
12 AVANTAX ADVISORY SERVICES, INC. 0.05% of their portfolio DALLAS, TX 107,704107.7k $3.8m $3.8m 0.05% Added +34.4k +34,368
13 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 98,73198.7k $3.5m $3.5m 0.01% New
14 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 87,18287.2k $3.1m $3.1m 0.00% New
15 DHJJ Financial Advisors, Ltd. 1.74% of their portfolio NAPERVILLE, IL 85,49785.5k $3.0m $3.0m 1.74% Reduced -5.0k -5,047
16 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 85,31685.3k $3.0m $3.0m 0.00% Added +47.7k +47,749
17 Integrated Advisors Network LLC 0.19% of their portfolio DALLAS, TX 83,09583.1k $3.0m $3.0m 0.19% Reduced -1.9k -1,865
18 Mariner, LLC 0.01% of their portfolio Overland Park, KS 76,15976.2k $2.7m $2.7m 0.01% Added +57.6k +57,623
19 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 70,81170.8k $2.5m $2.5m 0.00% New
20 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 69,26969.3k $2.5m $2.5m 0.02% Added +10.8k +10,798
21 WORLD EQUITY GROUP, INC. 0.52% of their portfolio SCHAUMBURG, IL 62,07962.1k $2.2m $2.2m 0.52% New
22 McKinley Carter Wealth Services, Inc. 0.18% of their portfolio WHEELING, WV 61,04861.0k $2.2m $2.2m 0.18% Added +34.8k +34,764
23 Integrated Wealth Concepts LLC 0.05% of their portfolio WALTHAM, MA 56,50956.5k $2.0m $2.0m 0.05% Reduced -41.2k -41,160
24 Aurora Private Wealth, Inc. 2.22% of their portfolio ROCKAWAY, NJ 54,77054.8k $1.9m $1.9m 2.22% Reduced -3.0k -3,019
25 KESTRA PRIVATE WEALTH SERVICES, LLC 0.10% of their portfolio AUSTIN, TX 53,02453.0k $1.9m $1.9m 0.10% New
26 Plotkin Financial Advisors, LLC 1.80% of their portfolio CHEVY CHASE, MD 49,81649.8k $1.8m $1.8m 1.80% Reduced -1.3k -1,261
27 1ST SOURCE BANK 0.11% of their portfolio SOUTH BEND, IN 48,70048.7k $1.7m $1.7m 0.11% Unchanged
28 FSB PREMIER WEALTH MANAGEMENT, INC. 0.93% of their portfolio WATERLOO, IA 48,03848.0k $1.7m $1.7m 0.93% Added +3.5k +3,528
29 Cedar Brook Financial Partners, LLC 0.48% of their portfolio CLEVELAND, OH 47,67947.7k $1.7m $1.7m 0.48% Added +29.7k +29,686
30 Keystone Wealth Services, LLC 0.72% of their portfolio PALM DESERT, CA 46,39046.4k $1.6m $1.6m 0.72% Added +16.3k +16,315
31 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 45,63345.6k $1.6m $1.6m 0.00% Added +13.5k +13,513
32 KRAEMATON INVESTMENT ADVISORS, INC 1.71% of their portfolio BRAINTREE, MA 44,45044.5k $1.6m $1.6m 1.71% New
33 Integrity Financial Corp /WA 1.50% of their portfolio JACKSON, WY 44,23244.2k $1.6m $1.6m 1.50% Added +3.3k +3,262
34 BECK CAPITAL MANAGEMENT, LLC 0.64% of their portfolio AUSTIN, TX 42,76142.8k $1.5m $1.5m 0.64% Reduced -7.8k -7,768
35 Cetera Advisor Networks LLC 0.01% of their portfolio EL SEGUNDO, CA 39,38039.4k $1.4m $1.4m 0.01% Added +8.8k +8,759
36 OPPENHEIMER & CO INC 0.03% of their portfolio NEW YORK, NY 38,96239.0k $1.4m $1.4m 0.03% Reduced -19.6k -19,579
37 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 36,57436.6k $1.3m $1.3m 0.01% Added +7.8k +7,773
38 CoreCap Advisors, LLC 0.09% of their portfolio SOUTHFIELD, MI 35,31135.3k $1.3m $1.3m 0.09% Reduced -612 -612
39 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 34,63134.6k $1.2m $1.2m 0.00% Added +3.1k +3,131
40 Fragasso Financial Advisors Inc 0.14% of their portfolio SEWICKLEY, PA 33,24433.2k $1.2m $1.2m 0.14% Added +14.1k +14,085
41 CreativeOne Wealth, LLC 0.06% of their portfolio OVERLAND PARK, KS 32,87432.9k $1.2m $1.2m 0.06% Reduced -1.1k -1,107
42 TL Private Wealth 0.61% of their portfolio SOUTHLAKE, TX 29,26229.3k $1.1m $1.1m 0.61% Reduced -4.0k -4,044
43 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 28,43828.4k $872.0k $872.0k 0.02% Added +4.4k +4,393
44 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 28,12728.1k $999.1k $999.1k 0.00% Reduced -264.0k -263,965
45 Bouchey Financial Group, Ltd. 0.14% of their portfolio TROY, NY 28,06128.1k $996.7k $996.7k 0.14% Reduced -577.2k -577,241
46 Archer Investment Corp 0.33% of their portfolio Carmel, IN 23,96524.0k $851.2k $851.2k 0.33% Added +1.7k +1,738
47 Tanglewood Legacy Advisors, LLC 0.58% of their portfolio HOUSTON, TX 22,84922.8k $811.6k $811.6k 0.58% First filing
48 MGO ONE SEVEN LLC 0.08% of their portfolio Beachwood, OH 22,53022.5k $800.3k $800.3k 0.08% New
49 Pitti Group Wealth Management, LLC 0.80% of their portfolio VICTOR, NY 18,92718.9k $672.3k $672.3k 0.80% Added +9.7k +9,747
50 Ameritas Advisory Services, LLC 0.03% of their portfolio Lincoln, NE 18,48318.5k $656.5k $656.5k 0.03% Added +2.9k +2,939
51 Sloy Dahl & Holst, LLC 0.22% of their portfolio Vancouver, WA 17,33517.3k $615.7k $615.7k 0.22% Unchanged
52 Sunbelt Securities, Inc. 0.12% of their portfolio HOUSTON, TX 17,22217.2k $611.7k $611.7k 0.12% Added +8.8k +8,767
53 Valtinson Bruner Financial Planning LLC 0.36% of their portfolio NEW BRIGHTON, MN 17,11717.1k $620.2k $620.2k 0.36% Added +10.8k +10,792
54 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 17,05217.1k $605.7k $605.7k 0.01% New
55 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 16,41216.4k $583.0k $583.0k 0.01% New
56 InterOcean Capital Group, LLC 0.02% of their portfolio NASHVILLE, TN 16,28016.3k $578.3k $578.3k 0.02% Unchanged
57 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 16,08216.1k $571.0k $571.0k 0.00% New
58 CENTAURUS FINANCIAL, INC. 0.05% of their portfolio ANAHEIM, CA 15,67915.7k $557.0k $557.0k 0.05% Added +9.9k +9,916
59 BEACON FINANCIAL GROUP 0.07% of their portfolio DALLAS, TX 15,43015.4k $548.0k $548.0k 0.07% Added +2.7k +2,740
60 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 14,53414.5k $516.2k $516.2k 0.02% Reduced -69.9k -69,916
61 SCOTIA CAPITAL INC. 0.00% of their portfolio TORONTO, A6 13,49113.5k $479.2k $479.2k 0.00% Unchanged
62 ASSET MANAGEMENT CORP /IL/ /ADV 0.39% of their portfolio NORTHBROOK, IL 13,13513.1k $466.6k $466.6k 0.39% Unchanged
63 NewEdge Wealth, LLC 0.02% of their portfolio STAMFORD, CT 12,00012.0k $426.2k $426.2k 0.02% New
64 Spire Wealth Management 0.02% of their portfolio MCLEAN, VA 11,90611.9k $423.0k $423.0k 0.02% New
65 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 11,52511.5k $409.4k $409.4k 0.01% Added +3.9k +3,920
66 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 11,42511.4k $406.0k $406.0k 0.00% Added +7.0k +7,050
67 Ifrah Financial Services, Inc. 0.12% of their portfolio Little Rock, AR 10,62110.6k $377.3k $377.3k 0.12% New
68 Kovack Advisors, Inc. 0.05% of their portfolio FT. LAUDERDALE, FL 10,28210.3k $365.2k $365.2k 0.05% Added +2.1k +2,115
69 MONEY CONCEPTS CAPITAL CORP 0.02% of their portfolio PALM BEACH GARDENS, FL 10,26510.3k $364.6k $364.6k 0.02% New
70 Strategic Blueprint, LLC 0.03% of their portfolio ATLANTA, GA 8,0968.1k $287.6k $287.6k 0.03% New
71 Truadvice, LLC 0.15% of their portfolio SARASOTA, FL 7,6747.7k $281.3k $281.3k 0.15% Reduced -512 -512
72 Sage Capital Advisors,llc 0.11% of their portfolio SIOUX FALLS, SD 7,0707.1k $251.1k $251.1k 0.11% Reduced -1.8k -1,798
73 LINCOLN NATIONAL CORP 0.01% of their portfolio RADNOR, PA 7,0377.0k $250.0k $250.0k 0.01% Reduced -67.7k -67,698
74 Cutter & CO Brokerage, Inc. 0.08% of their portfolio Ballwin, MO 6,8006.8k $241.5k $241.5k 0.08% Unchanged
75 Quantum Private Wealth, LLC 0.15% of their portfolio TAMPA, FL 6,7006.7k $238.0k $238.0k 0.15% New
76 Harvest Investment Services, LLC 0.25% of their portfolio Oakbrook Terrace, IL 6,5516.6k $232.7k $232.7k 0.25% New
77 STAR Financial Bank 0.22% of their portfolio FORT WAYNE, IN 6,1506.2k $218.4k $218.4k 0.22% First filing
78 Redhawk Wealth Advisors, Inc. 0.08% of their portfolio MINNEAPOLIS, MN 6,0286.0k $214.1k $214.1k 0.08% New
79 Wealthspire Retirement, LLC 0.05% of their portfolio ALISO VIEJO, CA 5,8345.8k $207.2k $207.2k 0.05% New
80 ForthRight Wealth Management, LLC 0.10% of their portfolio ALPHARETTA, GA 5,7605.8k $204.6k $204.6k 0.10% New
81 S.C. Financial Services, Inc. 0.31% of their portfolio SCOTTSDALE, AZ 5,6525.7k $200.8k $200.8k 0.31% New
82 Capital Analysts, LLC 0.01% of their portfolio FORT WASHINGTON, PA 4,9825.0k $177.0k $177.0k 0.01% New
83 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.01% of their portfolio BIRMINGHAM, AL 4,9454.9k $175.6k $175.6k 0.01% Reduced -215 -215
84 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.03% of their portfolio BLUE BELL, PA 2,2712.3k $80.7k $80.7k 0.03% Reduced -697 -697
85 SOA Wealth Advisors, LLC. 0.02% of their portfolio NEW YORK, NY 1,7621.8k $62.6k $62.6k 0.02% New
86 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 1,7201.7k $61.1k $61.1k 0.00% Unchanged
87 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 1,4901.5k $52.9k $52.9k 0.00% New
88 Larson Financial Group LLC 0.01% of their portfolio ST LOUIS, MO 1,2901.3k $45.8k $45.8k 0.01% Unchanged
89 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,2001.2k $43.0k $43.0k 0.00% New
90 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 670670 $23.8k $23.8k 0.00% Unchanged
91 Realta Investment Advisors 0.01% of their portfolio WILMINGTON, DE 600600 $21.3k $21.3k 0.01% New