Vault-13

FIRST TR EXCHNG TRADED FD VI FNOV

FT VEST US EQT · ETP · CUSIP 33740F847

94 institutional holders -4 vs Q1 2023
4,149,9964.1m shares reported held*
$166.9mreported value*
7 new 18 added 43 reduced 11 sold out net sold ≈ $6.8m (-170.0k 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 ≈ $40.22.

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 77Q4 22: 91Q1 23: 98Q2 23: 9494Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 202277
Q4 202291
Q1 202398
Q2 202394

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 23Q2 23: 25 bought or addedQ2 23: 54 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 20226134
Q1 20233843
Q2 20232554

Biggest buyers

Naviter Wealth, LLC New +122,032+122.0k
CreativeOne Wealth, LLC Added +34,480+34.5k
OPPENHEIMER & CO INC New +17,272+17.3k
MBL Wealth, LLC Added +17,069+17.1k
WORLD EQUITY GROUP, INC. Added +16,033+16.0k
LPL Financial LLC Added +14,574+14.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +8,391+8.4k
TBH Global Asset Management, LLC New +6,256+6.3k
Ifrah Financial Services, Inc. Added +5,933+5.9k
Strategic Blueprint, LLC Added +5,606+5.6k

Biggest sellers

OSAIC HOLDINGS, INC. Reduced -77,757-77.8k
PRW Wealth Management LLC Sold out -77,395-77.4k
Integrated Advisors Network LLC Reduced -57,270-57.3k
OLD MISSION CAPITAL LLC Reduced -19,271-19.3k
Kestra Advisory Services, LLC Reduced -18,654-18.7k
HARBOUR INVESTMENTS, INC. Reduced -17,385-17.4k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -17,317-17.3k
ENVESTNET ASSET MANAGEMENT INC Reduced -15,506-15.5k
Steward Partners Investment Advisory, LLC Reduced -14,575-14.6k
TL Private Wealth Reduced -12,316-12.3k

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, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio WALTHAM, MA 512,394512.4k $20.6m $20.6m 0.04% Reduced -17.3k -17,317
2 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 277,199277.2k $11.2m $11.2m 0.02% Reduced -77.8k -77,757
3 MBL Wealth, LLC 1.40% of their portfolio CHARLOTTE, NC 246,710246.7k $9.9m $9.9m 1.40% Added +17.1k +17,069
4 True Link Financial Advisors, LLC 1.04% of their portfolio SAN FRANCISCO, CA 214,525214.5k $8.6m $8.6m 1.04% Unchanged
5 OGOREK ANTHONY JOSEPH /NY/ /ADV 2.45% of their portfolio WILLIAMSVILLE, NY 159,052159.1k $6.4m $6.4m 2.45% Reduced -120 -120
6 Cetera Investment Advisers 0.05% of their portfolio SCHAUMBURG, IL 134,521134.5k $5.4m $5.4m 0.05% Added +4.6k +4,614
7 Naviter Wealth, LLC 1.25% of their portfolio LITTLE ROCK, AR 122,032122.0k $4.9m $4.9m 1.25% New
8 Cetera Advisors LLC 0.07% of their portfolio DENVER, CO 111,672111.7k $4.5m $4.5m 0.07% Reduced -7.3k -7,255
9 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 108,306108.3k $4.4m $4.4m 0.00% Added +1.8k +1,754
10 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 105,345105.3k $4.2m $4.2m 0.00% Added +14.6k +14,574
11 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 92,87592.9k $3.7m $3.7m 0.01% Reduced -5.6k -5,613
12 ERn Financial, LLC 0.78% of their portfolio MIDDLETON, WI 92,62692.6k $3.7m $3.7m 0.78% Reduced -3.5k -3,543
13 HARBOUR INVESTMENTS, INC. 0.16% of their portfolio MADISON, WI 79,74279.7k $3.2m $3.2m 0.16% Reduced -17.4k -17,385
14 Mariner, LLC 0.01% of their portfolio Overland Park, KS 79,56079.6k $3.2m $3.2m 0.01% Reduced -1.1k -1,057
15 DHJJ Financial Advisors, Ltd. 1.67% of their portfolio NAPERVILLE, IL 79,49279.5k $3.2m $3.2m 1.67% Reduced -2.4k -2,382
16 CreativeOne Wealth, LLC 0.08% of their portfolio OVERLAND PARK, KS 77,99478.0k $3.0m $3.0m 0.08% Added +34.5k +34,480
17 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 77,19277.2k $3.1m $3.1m 0.00% Reduced -15.5k -15,506
18 McKinley Carter Wealth Services, Inc. 0.18% of their portfolio WHEELING, WV 61,04861.0k $2.5m $2.5m 0.18% Unchanged
19 Steward Partners Investment Advisory, LLC 0.04% of their portfolio STAMFORD, CT 58,78058.8k $2.4m $2.4m 0.04% Reduced -14.6k -14,575
20 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 58,72458.7k $2.4m $2.4m 0.01% Reduced -7.3k -7,271
21 Aurora Private Wealth, Inc. 2.51% of their portfolio ROCKAWAY, NJ 54,77054.8k $2.2m $2.2m 2.51% Unchanged
22 Integrated Wealth Concepts LLC 0.03% of their portfolio WALTHAM, MA 49,84549.8k $2.0m $2.0m 0.03% Unchanged
23 AVANTAX ADVISORY SERVICES, INC. 0.02% of their portfolio DALLAS, TX 48,16648.2k $1.9m $1.9m 0.02% Reduced -6.7k -6,694
24 KESTRA PRIVATE WEALTH SERVICES, LLC 0.07% of their portfolio AUSTIN, TX 47,48847.5k $1.9m $1.9m 0.07% Reduced -4.2k -4,198
25 1ST SOURCE BANK 0.12% of their portfolio SOUTH BEND, IN 47,20047.2k $1.9m $1.9m 0.12% Reduced -750 -750
26 Plotkin Financial Advisors, LLC 1.53% of their portfolio CHEVY CHASE, MD 45,69545.7k $1.8m $1.8m 1.53% Reduced -135 -135
27 WORLD EQUITY GROUP, INC. 0.53% of their portfolio SCHAUMBURG, IL 44,71944.7k $1.8m $1.8m 0.53% Added +16.0k +16,033
28 KRAEMATON INVESTMENT ADVISORS, INC 1.94% of their portfolio BRAINTREE, MA 43,85043.9k $1.8m $1.8m 1.94% Reduced -300 -300
29 Integrity Financial Corp /WA 1.32% of their portfolio JACKSON, WY 43,71443.7k $1.8m $1.8m 1.32% Reduced -518 -518
30 Keystone Wealth Services, LLC 0.65% of their portfolio PALM DESERT, CA 43,43443.4k $1.7m $1.7m 0.65% Reduced -3.0k -2,956
31 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 40,50540.5k $1.6m $1.6m 0.01% Reduced -4.7k -4,717
32 Fragasso Financial Advisors Inc 0.17% of their portfolio SEWICKLEY, PA 40,15340.2k $1.6m $1.6m 0.17% Unchanged
33 Cedar Brook Financial Partners, LLC 0.38% of their portfolio CLEVELAND, OH 39,93339.9k $1.6m $1.6m 0.38% Unchanged
34 Cetera Advisor Networks LLC 0.01% of their portfolio EL SEGUNDO, CA 38,63538.6k $1.6m $1.6m 0.01% Reduced -1.1k -1,080
35 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 37,04237.0k $1.5m $1.5m 0.01% Reduced -18.7k -18,654
36 FSB PREMIER WEALTH MANAGEMENT, INC. 0.78% of their portfolio WATERLOO, IA 35,66235.7k $1.4m $1.4m 0.78% Unchanged
37 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 32,02832.0k $1.3m $1.3m 0.00% Reduced -500 -500
38 Spire Wealth Management 0.05% of their portfolio MCLEAN, VA 31,78631.8k $1.3m $1.3m 0.05% Reduced -10.4k -10,371
39 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 28,24828.2k $1.1m $1.1m 0.00% Added +57 +57
40 Atria Investments, Inc 0.02% of their portfolio Charlotte, NC 27,47727.5k $1.1m $1.1m 0.02% Reduced -351 -351
41 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 26,62126.6k $1.1m $1.1m 0.01% Added +4.9k +4,863
42 Integrated Advisors Network LLC 0.06% of their portfolio DALLAS, TX 25,82525.8k $1.0m $1.0m 0.06% Reduced -57.3k -57,270
43 Bouchey Financial Group, Ltd. 0.13% of their portfolio TROY, NY 25,70425.7k $1.0m $1.0m 0.13% Reduced -1.3k -1,307
44 Tanglewood Legacy Advisors, LLC 0.51% of their portfolio HOUSTON, TX 22,09922.1k $889.8k $889.8k 0.51% Reduced -130 -130
45 OLD MISSION CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 22,01022.0k $886.2k $886.2k 0.03% Reduced -19.3k -19,271
46 Oder Investment Management, LLC 0.88% of their portfolio WOODLAND HILLS, CA 19,96020.0k $803.7k $803.7k 0.88% Reduced -270 -270
47 CoreCap Advisors, LLC 0.05% of their portfolio SOUTHFIELD, MI 19,05919.1k $767.4k $767.4k 0.05% First filing
48 Pitti Group Wealth Management, LLC 0.85% of their portfolio VICTOR, NY 18,92618.9k $762.1k $762.1k 0.85% Reduced -1 -1
49 Sloy Dahl & Holst, LLC 0.13% of their portfolio Vancouver, WA 17,33517.3k $698.0k $698.0k 0.13% Unchanged
50 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 17,27217.3k $695.5k $695.5k 0.01% New
51 Sunbelt Securities, Inc. 0.10% of their portfolio HOUSTON, TX 17,22217.2k $693.4k $693.4k 0.10% Unchanged
52 Valtinson Bruner Financial Planning LLC 0.37% of their portfolio NEW BRIGHTON, MN 17,11717.1k $689.2k $689.2k 0.37% Unchanged
53 STAR Financial Bank 0.62% of their portfolio FORT WAYNE, IN 16,45216.5k $662.4k $662.4k 0.62% Added +3.0k +3,010
54 Ifrah Financial Services, Inc. 0.20% of their portfolio Little Rock, AR 16,40216.4k $660.4k $660.4k 0.20% Added +5.9k +5,933
55 InterOcean Capital Group, LLC 0.02% of their portfolio NASHVILLE, TN 16,28016.3k $655.5k $655.5k 0.02% Unchanged
56 TOWNSQUARE CAPITAL LLC 0.01% of their portfolio Lehi, UT 16,09416.1k $648.0k $648.0k 0.01% Added +2.8k +2,756
57 BEACON FINANCIAL GROUP 0.08% of their portfolio DALLAS, TX 15,43015.4k $614.0k $614.0k 0.08% Unchanged
58 CENTAURUS FINANCIAL, INC. 0.05% of their portfolio ANAHEIM, CA 14,53914.5k $585.0k $585.0k 0.05% Reduced -1.1k -1,140
59 SCOTIA CAPITAL INC. 0.00% of their portfolio TORONTO, A6 13,49113.5k $543.2k $543.2k 0.00% Unchanged
60 TL Private Wealth 0.29% of their portfolio SOUTHLAKE, TX 13,25413.3k $530.0k $530.0k 0.29% Reduced -12.3k -12,316
61 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 12,92812.9k $458.3k $458.3k 0.01% Added +4.1k +4,080
62 Strategic Blueprint, LLC 0.05% of their portfolio ATLANTA, GA 12,51112.5k $503.8k $503.8k 0.05% Added +5.6k +5,606
63 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 12,03412.0k $485.0k $485.0k 0.00% Added +2.3k +2,265
64 MGO ONE SEVEN LLC 0.04% of their portfolio Beachwood, OH 11,46011.5k $461.4k $461.4k 0.04% Reduced -870 -870
65 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 10,23510.2k $412.1k $412.1k 0.00% Added +1.8k +1,770
66 KINGSWOOD WEALTH ADVISORS, LLC 0.13% of their portfolio SAN DIEGO, CA 10,15010.2k $408.7k $408.7k 0.13% First filing
67 Ameritas Advisory Services, LLC 0.05% of their portfolio Lincoln, NE 9,96310.0k $397.4k $397.4k 0.05% Reduced -250 -250
68 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 9,2009.2k $370.4k $370.4k 0.00% Added +1.7k +1,725
69 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 8,3918.4k $337.9k $337.9k 0.00% New
70 Truadvice, LLC 0.11% of their portfolio SARASOTA, FL 7,5287.5k $304.4k $304.4k 0.11% Reduced -112 -112
71 Sage Capital Advisors,llc 0.10% of their portfolio SIOUX FALLS, SD 7,1507.2k $287.9k $287.9k 0.10% Reduced -192 -192
72 Harvest Investment Services, LLC 0.16% of their portfolio Oakbrook Terrace, IL 7,0867.1k $285.3k $285.3k 0.16% Added +535 +535
73 LINCOLN NATIONAL CORP 0.01% of their portfolio RADNOR, PA 7,0377.0k $283.3k $283.3k 0.01% Unchanged
74 Cutter & CO Brokerage, Inc. 0.08% of their portfolio Ballwin, MO 6,8006.8k $273.8k $273.8k 0.08% Unchanged
75 TBH Global Asset Management, LLC 0.05% of their portfolio Brentwood, TN 6,2566.3k $251.9k $251.9k 0.05% New
76 Redhawk Wealth Advisors, Inc. 0.08% of their portfolio MINNEAPOLIS, MN 6,1656.2k $248.2k $248.2k 0.08% Reduced -1.1k -1,100
77 Kovack Advisors, Inc. 0.03% of their portfolio FT. LAUDERDALE, FL 6,0216.0k $242.4k $242.4k 0.03% Reduced -253 -253
78 Wealthspire Retirement, LLC 0.04% of their portfolio ALISO VIEJO, CA 5,8345.8k $234.9k $234.9k 0.04% Unchanged
79 ForthRight Wealth Management, LLC 0.10% of their portfolio ALPHARETTA, GA 5,7605.8k $231.9k $231.9k 0.10% Unchanged
80 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 5,6115.6k $226.0k $226.0k 0.00% Reduced -4.0k -4,037
81 StoneX Group Inc. 0.02% of their portfolio NEW YORK, NY 5,4985.5k $221.4k $221.4k 0.02% Unchanged
82 Brookstone Capital Management 0.00% of their portfolio WHEATON, IL 5,3835.4k $214.7k $214.7k 0.00% New
83 SILVER OAK SECURITIES, INCORPORATED 0.03% of their portfolio JACKSON, TN 5,3255.3k $214.0k $214.0k 0.03% Unchanged
84 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.01% of their portfolio BIRMINGHAM, AL 4,7874.8k $192.7k $192.7k 0.01% Reduced -163 -163
85 UBS Group AG 0.00% of their portfolio ZURICH, V8 3,9664.0k $159.7k $159.7k 0.00% Added +1.8k +1,798
86 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 3,4253.4k $137.9k $137.9k 0.00% Unchanged
87 Capital Analysts, LLC 0.01% of their portfolio FORT WASHINGTON, PA 2,4962.5k $101.0k $101.0k 0.01% Unchanged
88 Archer Investment Corp 0.03% of their portfolio Carmel, IN 2,3252.3k $93.6k $93.6k 0.03% Reduced -2.5k -2,532
89 SOA Wealth Advisors, LLC. 0.02% of their portfolio NEW YORK, NY 1,7621.8k $70.9k $70.9k 0.02% Unchanged
90 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 1,5001.5k $60.5k $60.5k 0.00% Reduced -220 -220
91 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 1,4901.5k $60.0k $60.0k 0.00% Unchanged
92 Larson Financial Group LLC 0.01% of their portfolio ST LOUIS, MO 1,2901.3k $51.9k $51.9k 0.01% Unchanged
93 GeoWealth Management, LLC 0.00% of their portfolio CHICAGO, IL 798798 $32.0k $32.0k 0.00% New
94 Realta Investment Advisors 0.01% of their portfolio WILMINGTON, DE 600600 $24.2k $24.2k 0.01% New