Vault-13

FIRST TR EXCHNG TRADED FD VI FNOV

FT VEST US EQT · ETP · CUSIP 33740F847

98 institutional holders +7 vs Q4 2022
4,733,6974.7m shares reported held*
$177.7mreported value*
16 new 22 added 36 reduced 7 sold out net sold ≈ $44.8m (-1.8m 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 ≈ $37.54.

Trends to Q1 2023

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 77Q4 22: 91Q1 23: 9898Q3 22Q4 22Q1 23
Numbers
QuarterHolders
Q3 202277
Q4 202291
Q1 202398

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 22: 61 bought or addedQ4 22: 34 cut or sold outQ4 22Q1 23: 38 bought or addedQ1 23: 43 cut or sold outQ1 23
Numbers
QuarterBought or addedCut or sold out
Q4 20226134
Q1 20233843

Biggest buyers

MBL Wealth, LLC New +229,641+229.6k
Steward Partners Investment Advisory, LLC Added +56,943+56.9k
RAYMOND JAMES & ASSOCIATES Added +35,741+35.7k
Spire Wealth Management Added +30,251+30.3k
Atria Investments, Inc New +27,828+27.8k
OLD MISSION CAPITAL LLC Added +26,747+26.7k
Oder Investment Management, LLC New +20,230+20.2k
TOWNSQUARE CAPITAL LLC New +13,338+13.3k
WOLVERINE TRADING, LLC New +12,095+12.1k
CreativeOne Wealth, LLC Added +10,640+10.6k

Biggest sellers

PRW Wealth Management LLC Reduced -1,253,586-1.3m
COMMONWEALTH EQUITY SERVICES, LLC Reduced -386,844-386.8k
Cambridge Investment Research Advisors, Inc. Reduced -106,071-106.1k
HARBOUR INVESTMENTS, INC. Reduced -104,704-104.7k
ERn Financial, LLC Reduced -88,310-88.3k
AVANTAX ADVISORY SERVICES, INC. Reduced -52,844-52.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -45,633-45.6k
BECK CAPITAL MANAGEMENT, LLC Sold out -42,761-42.8k
OPPENHEIMER & CO INC Sold out -38,962-39.0k
WORLD EQUITY GROUP, INC. Reduced -33,393-33.4k

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, Q1 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio WALTHAM, MA 529,711529.7k $19.9m $19.9m 0.04% Reduced -386.8k -386,844
2 Altman Advisors, Inc. 13.71% of their portfolio CHICAGO, IL 430,253430.3k $16.1m $16.1m 13.71% Added +1.2k +1,244
3 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 354,956355.0k $13.3m $13.3m 0.03% Reduced -4.7k -4,673
4 MBL Wealth, LLC 1.35% of their portfolio CHARLOTTE, NC 229,641229.6k $8.6m $8.6m 1.35% New
5 True Link Financial Advisors, LLC 1.01% of their portfolio SAN FRANCISCO, CA 214,525214.5k $8.1m $8.1m 1.01% Unchanged
6 OGOREK ANTHONY JOSEPH /NY/ /ADV 2.45% of their portfolio WILLIAMSVILLE, NY 159,172159.2k $6.0m $6.0m 2.45% Added +1.3k +1,292
7 Cetera Investment Advisers 0.04% of their portfolio SCHAUMBURG, IL 129,907129.9k $4.9m $4.9m 0.04% Added +1 +1
8 Cetera Advisors LLC 0.07% of their portfolio DENVER, CO 118,927118.9k $4.5m $4.5m 0.07% Reduced -5.9k -5,908
9 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 106,552106.6k $4.0m $4.0m 0.00% Added +35.7k +35,741
10 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 98,48898.5k $3.7m $3.7m 0.01% Reduced -243 -243
11 HARBOUR INVESTMENTS, INC. 0.20% of their portfolio MADISON, WI 97,12797.1k $3.7m $3.7m 0.20% Reduced -104.7k -104,704
12 ERn Financial, LLC 0.79% of their portfolio MIDDLETON, WI 96,16996.2k $3.6m $3.6m 0.79% Reduced -88.3k -88,310
13 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 92,69892.7k $3.5m $3.5m 0.00% Added +7.4k +7,382
14 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 90,77190.8k $3.4m $3.4m 0.00% Added +3.6k +3,589
15 Integrated Advisors Network LLC 0.19% of their portfolio DALLAS, TX 83,09583.1k $3.1m $3.1m 0.19% Unchanged
16 DHJJ Financial Advisors, Ltd. 1.67% of their portfolio NAPERVILLE, IL 81,87481.9k $3.1m $3.1m 1.67% Reduced -3.6k -3,623
17 Mariner, LLC 0.01% of their portfolio Overland Park, KS 80,61780.6k $3.0m $3.0m 0.01% Added +4.5k +4,458
18 PRW Wealth Management LLC 1.15% of their portfolio QUINCY, MA 77,39577.4k $2.9m $2.9m 1.15% Reduced -1.3m -1,253,586
19 Steward Partners Investment Advisory, LLC 0.04% of their portfolio STAMFORD, CT 73,35573.4k $2.8m $2.8m 0.04% Added +56.9k +56,943
20 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 65,99566.0k $2.5m $2.5m 0.01% Reduced -106.1k -106,071
21 McKinley Carter Wealth Services, Inc. 0.18% of their portfolio WHEELING, WV 61,04861.0k $2.3m $2.3m 0.18% Unchanged
22 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 55,69655.7k $2.1m $2.1m 0.02% Reduced -13.6k -13,573
23 AVANTAX ADVISORY SERVICES, INC. 0.03% of their portfolio DALLAS, TX 54,86054.9k $2.1m $2.1m 0.03% Reduced -52.8k -52,844
24 Aurora Private Wealth, Inc. 2.19% of their portfolio ROCKAWAY, NJ 54,77054.8k $2.1m $2.1m 2.19% Unchanged
25 KESTRA PRIVATE WEALTH SERVICES, LLC 0.08% of their portfolio AUSTIN, TX 51,68651.7k $1.9m $1.9m 0.08% Reduced -1.3k -1,338
26 Integrated Wealth Concepts LLC 0.04% of their portfolio WALTHAM, MA 49,84549.8k $1.9m $1.9m 0.04% Reduced -6.7k -6,664
27 1ST SOURCE BANK 0.12% of their portfolio SOUTH BEND, IN 47,95048.0k $1.8m $1.8m 0.12% Reduced -750 -750
28 Keystone Wealth Services, LLC 0.71% of their portfolio PALM DESERT, CA 46,39046.4k $1.7m $1.7m 0.71% Unchanged
29 Plotkin Financial Advisors, LLC 1.60% of their portfolio CHEVY CHASE, MD 45,83045.8k $1.7m $1.7m 1.60% Reduced -4.0k -3,986
30 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 45,22245.2k $1.7m $1.7m 0.01% Added +8.6k +8,648
31 Integrity Financial Corp /WA 1.37% of their portfolio JACKSON, WY 44,23244.2k $1.7m $1.7m 1.37% Unchanged
32 KRAEMATON INVESTMENT ADVISORS, INC 1.92% of their portfolio BRAINTREE, MA 44,15044.1k $1.7m $1.7m 1.92% Reduced -300 -300
33 CreativeOne Wealth, LLC 0.08% of their portfolio OVERLAND PARK, KS 43,51443.5k $1.6m $1.6m 0.08% Added +10.6k +10,640
34 Spire Wealth Management 0.06% of their portfolio MCLEAN, VA 42,15742.2k $1.6m $1.6m 0.06% Added +30.3k +30,251
35 OLD MISSION CAPITAL LLC 0.05% of their portfolio CHICAGO, IL 41,28141.3k $1.6m $1.6m 0.05% Added +26.7k +26,747
36 Fragasso Financial Advisors Inc 0.17% of their portfolio SEWICKLEY, PA 40,15340.2k $1.5m $1.5m 0.17% Added +6.9k +6,909
37 Cedar Brook Financial Partners, LLC 0.39% of their portfolio CLEVELAND, OH 39,93339.9k $1.5m $1.5m 0.39% Reduced -7.7k -7,746
38 Cetera Advisor Networks LLC 0.01% of their portfolio EL SEGUNDO, CA 39,71539.7k $1.5m $1.5m 0.01% Added +335 +335
39 FSB PREMIER WEALTH MANAGEMENT, INC. 0.75% of their portfolio WATERLOO, IA 35,66235.7k $1.3m $1.3m 0.75% Reduced -12.4k -12,376
40 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 32,52832.5k $1.2m $1.2m 0.00% Reduced -2.1k -2,103
41 WORLD EQUITY GROUP, INC. 0.13% of their portfolio SCHAUMBURG, IL 28,68628.7k $892.6k $892.6k 0.13% Reduced -33.4k -33,393
42 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 28,19128.2k $1.1m $1.1m 0.00% Added +64 +64
43 Atria Investments, Inc 0.02% of their portfolio Charlotte, NC 27,82827.8k $1.0m $1.0m 0.02% New
44 Bouchey Financial Group, Ltd. 0.13% of their portfolio TROY, NY 27,01127.0k $1.0m $1.0m 0.13% Reduced -1.1k -1,050
45 TL Private Wealth 0.54% of their portfolio SOUTHLAKE, TX 25,57025.6k $961.4k $961.4k 0.54% Reduced -3.7k -3,692
46 Tanglewood Legacy Advisors, LLC 0.53% of their portfolio HOUSTON, TX 22,22922.2k $835.8k $835.8k 0.53% Reduced -620 -620
47 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 21,75821.8k $818.1k $818.1k 0.01% Added +4.7k +4,706
48 Oder Investment Management, LLC 0.89% of their portfolio WOODLAND HILLS, CA 20,23020.2k $760.6k $760.6k 0.89% New
49 Pitti Group Wealth Management, LLC 0.79% of their portfolio VICTOR, NY 18,92718.9k $711.6k $711.6k 0.79% Unchanged
50 Sloy Dahl & Holst, LLC 0.15% of their portfolio Vancouver, WA 17,33517.3k $651.8k $651.8k 0.15% Unchanged
51 Sunbelt Securities, Inc. 0.10% of their portfolio HOUSTON, TX 17,22217.2k $640.1k $640.1k 0.10% Unchanged
52 Valtinson Bruner Financial Planning LLC 0.37% of their portfolio NEW BRIGHTON, MN 17,11717.1k $643.6k $643.6k 0.37% Unchanged
53 InterOcean Capital Group, LLC 0.02% of their portfolio NASHVILLE, TN 16,28016.3k $612.1k $612.1k 0.02% Unchanged
54 CENTAURUS FINANCIAL, INC. 0.05% of their portfolio ANAHEIM, CA 15,67915.7k $590.0k $590.0k 0.05% Unchanged
55 BEACON FINANCIAL GROUP 0.08% of their portfolio DALLAS, TX 15,43015.4k $580.0k $580.0k 0.08% Unchanged
56 SCOTIA CAPITAL INC. 0.00% of their portfolio TORONTO, A6 13,49113.5k $507.2k $507.2k 0.00% Unchanged
57 STAR Financial Bank 0.49% of their portfolio FORT WAYNE, IN 13,44213.4k $505.4k $505.4k 0.49% Added +7.3k +7,292
58 TOWNSQUARE CAPITAL LLC 0.01% of their portfolio Lehi, UT 13,33813.3k $501.5k $501.5k 0.01% New
59 ASSET MANAGEMENT CORP /IL/ /ADV 0.37% of their portfolio NORTHBROOK, IL 12,63512.6k $475.1k $475.1k 0.37% Reduced -500 -500
60 MGO ONE SEVEN LLC 0.03% of their portfolio Beachwood, OH 12,33012.3k $463.6k $463.6k 0.03% Reduced -10.2k -10,200
61 WOLVERINE TRADING, LLC 0.01% of their portfolio CHICAGO, IL 12,09512.1k $450.0k $450.0k 0.01% New
62 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 10,70510.7k $402.5k $402.5k 0.01% Reduced -820 -820
63 Allen Capital Group, LLC 0.08% of their portfolio GRAND ISLAND, NE 10,57010.6k $397.4k $397.4k 0.08% New
64 Ifrah Financial Services, Inc. 0.12% of their portfolio Little Rock, AR 10,46910.5k $393.6k $393.6k 0.12% Reduced -152 -152
65 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 10,21310.2k $384.0k $384.0k 0.02% Reduced -8.3k -8,270
66 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 9,7699.8k $367.0k $367.0k 0.00% Reduced -6.3k -6,313
67 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 9,6489.6k $363.0k $363.0k 0.00% Reduced -1.8k -1,777
68 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 8,8488.8k $271.1k $271.1k 0.01% Reduced -19.6k -19,590
69 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 8,4658.5k $318.3k $318.3k 0.00% New
70 Truadvice, LLC 0.12% of their portfolio SARASOTA, FL 7,6407.6k $290.5k $290.5k 0.12% Reduced -34 -34
71 Lion Street Advisors, LLC 0.09% of their portfolio Austin, TX 7,5367.5k $283.3k $283.3k 0.09% New
72 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 7,4757.5k $281.0k $281.0k 0.00% New
73 Sage Capital Advisors,llc 0.11% of their portfolio SIOUX FALLS, SD 7,3427.3k $276.0k $276.0k 0.11% Added +272 +272
74 Redhawk Wealth Advisors, Inc. 0.09% of their portfolio MINNEAPOLIS, MN 7,2657.3k $273.2k $273.2k 0.09% Added +1.2k +1,237
75 LINCOLN NATIONAL CORP 0.01% of their portfolio RADNOR, PA 7,0377.0k $264.6k $264.6k 0.01% Unchanged
76 Strategic Blueprint, LLC 0.03% of their portfolio ATLANTA, GA 6,9056.9k $259.6k $259.6k 0.03% Reduced -1.2k -1,191
77 Cutter & CO Brokerage, Inc. 0.08% of their portfolio Ballwin, MO 6,8006.8k $255.7k $255.7k 0.08% Unchanged
78 Quantum Private Wealth, LLC 0.14% of their portfolio TAMPA, FL 6,7006.7k $251.9k $251.9k 0.14% Unchanged
79 Harvest Investment Services, LLC 0.19% of their portfolio Oakbrook Terrace, IL 6,5516.6k $246.3k $246.3k 0.19% Unchanged
80 Kovack Advisors, Inc. 0.03% of their portfolio FT. LAUDERDALE, FL 6,2746.3k $235.9k $235.9k 0.03% Reduced -4.0k -4,008
81 Wealthspire Retirement, LLC 0.04% of their portfolio ALISO VIEJO, CA 5,8345.8k $219.3k $219.3k 0.04% Unchanged
82 ForthRight Wealth Management, LLC 0.10% of their portfolio ALPHARETTA, GA 5,7605.8k $216.6k $216.6k 0.10% Unchanged
83 StoneX Group Inc. 0.02% of their portfolio NEW YORK, NY 5,4985.5k $206.7k $206.7k 0.02% New
84 SILVER OAK SECURITIES, INCORPORATED 0.03% of their portfolio JACKSON, TN 5,3255.3k $200.0k $200.0k 0.03% New
85 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.01% of their portfolio BIRMINGHAM, AL 4,9505.0k $186.1k $186.1k 0.01% Added +5 +5
86 Archer Investment Corp 0.07% of their portfolio Carmel, IN 4,8574.9k $182.6k $182.6k 0.07% Reduced -19.1k -19,108
87 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 3,4253.4k $128.8k $128.8k 0.00% Added +2.8k +2,755
88 Avior Wealth Management, LLC 0.01% of their portfolio OMAHA, NE 3,2043.2k $120.5k $120.5k 0.01% New
89 Capital Analysts, LLC 0.01% of their portfolio FORT WASHINGTON, PA 2,4962.5k $94.0k $94.0k 0.01% Reduced -2.5k -2,486
90 UBS Group AG 0.00% of their portfolio ZURICH, V8 2,1682.2k $81.5k $81.5k 0.00% New
91 SOA Wealth Advisors, LLC. 0.02% of their portfolio NEW YORK, NY 1,7621.8k $66.2k $66.2k 0.02% Unchanged
92 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 1,7201.7k $64.7k $64.7k 0.00% Unchanged
93 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 1,6001.6k $60.2k $60.2k 0.00% New
94 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 1,4901.5k $56.0k $56.0k 0.00% Unchanged
95 Larson Financial Group LLC 0.01% of their portfolio ST LOUIS, MO 1,2901.3k $48.5k $48.5k 0.01% Unchanged
96 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,2691.3k $47.7k $47.7k 0.00% Added +69 +69
97 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 162162 $6.1k $6.1k 0.00% New
98 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 11 $38 $38 0.00% New