Vault-13

FIRST TR EXCHNG TRADED FD VI FNOV

FT VEST US EQT · ETP · CUSIP 33740F847

114 institutional holders +22 vs Q3 2023
5,528,7105.5m shares reported held*
$235.1mreported value*
23 new 41 added 32 reduced 6 sold out net bought ≈ $47.5m (+1.1m 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 ≈ $42.53.

Trends to Q4 2023

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 77Q4 22: 91Q1 23: 98Q2 23: 94Q3 23: 92Q4 23: 114114Q3 22Q4 22Q1 23Q2 23Q3 23Q4 23
Numbers
QuarterHolders
Q3 202277
Q4 202291
Q1 202398
Q2 202394
Q3 202392
Q4 2023114

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 23Q3 23: 22 bought or addedQ3 23: 55 cut or sold outQ3 23Q4 23: 64 bought or addedQ4 23: 38 cut or sold outQ4 23
Numbers
QuarterBought or addedCut or sold out
Q4 20226134
Q1 20233843
Q2 20232554
Q3 20232255
Q4 20236438

Biggest buyers

IFP Advisors, Inc Added +260,826+260.8k
JPMORGAN CHASE & CO Added +210,470+210.5k
CWM, LLC New +186,042+186.0k
Raymond James Financial Services Advisors, Inc. Added +127,551+127.6k
Rockefeller Capital Management L.P. New +61,440+61.4k
ENVESTNET ASSET MANAGEMENT INC Added +56,802+56.8k
STEPHENS INC /AR/ New +53,103+53.1k
RAYMOND JAMES & ASSOCIATES Added +52,350+52.4k
OSAIC HOLDINGS, INC. Added +48,391+48.4k
CreativeOne Wealth, LLC Added +43,363+43.4k

Biggest sellers

True Link Financial Advisors, LLC Reduced -194,100-194.1k
CoreCap Advisors, LLC Reduced -78,919-78.9k
Altman Advisors, Inc. Reduced -76,519-76.5k
WORLD EQUITY GROUP, INC. Reduced -34,699-34.7k
Sloy Dahl & Holst, LLC Sold out -17,335-17.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -15,025-15.0k
Spire Wealth Management Reduced -5,638-5.6k
SILVER OAK SECURITIES, INCORPORATED Sold out -5,325-5.3k
Cedar Brook Financial Partners, LLC Reduced -4,714-4.7k
Ameritas Advisory Services, LLC Reduced -3,811-3.8k

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 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio WALTHAM, MA 521,888521.9k $22.2m $22.2m 0.04% Added +29.1k +29,077
2 Altman Advisors, Inc. 7.95% of their portfolio CHICAGO, IL 356,716356.7k $15.2m $15.2m 7.95% Reduced -76.5k -76,519
3 IFP Advisors, Inc 0.54% of their portfolio TAMPA, FL 267,290267.3k $11.4m $11.4m 0.54% Added +260.8k +260,826
4 MBL Wealth, LLC 1.23% of their portfolio CHARLOTTE, NC 230,444230.4k $9.8m $9.8m 1.23% Added +4.4k +4,444
5 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 223,953224.0k $9.5m $9.5m 0.02% Added +48.4k +48,391
6 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 223,304223.3k $9.5m $9.5m 0.00% Added +210.5k +210,470
7 Cetera Investment Advisers 0.07% of their portfolio SCHAUMBURG, IL 188,226188.2k $8.0m $8.0m 0.07% Added +3.0k +2,999
8 CWM, LLC 0.04% of their portfolio OMAHA, NE 186,042186.0k $7.9m $7.9m 0.04% New
9 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 175,548175.5k $7.5m $7.5m 0.01% Added +127.6k +127,551
10 CreativeOne Wealth, LLC 0.45% of their portfolio OVERLAND PARK, KS 166,626166.6k $7.1m $7.1m 0.45% Added +43.4k +43,363
11 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 160,734160.7k $6.8m $6.8m 0.00% Added +56.8k +56,802
12 OGOREK ANTHONY JOSEPH /NY/ /ADV 2.45% of their portfolio WILLIAMSVILLE, NY 158,342158.3k $6.7m $6.7m 2.45% Unchanged
13 Naviter Wealth, LLC 1.07% of their portfolio LITTLE ROCK, AR 124,536124.5k $5.3m $5.3m 1.07% Reduced -699 -699
14 Cetera Advisors LLC 0.07% of their portfolio DENVER, CO 120,692120.7k $5.1m $5.1m 0.07% Added +15.4k +15,427
15 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 106,803106.8k $4.5m $4.5m 0.00% Added +4.1k +4,102
16 ERn Financial, LLC 0.71% of their portfolio MIDDLETON, WI 88,44788.4k $3.8m $3.8m 0.71% Reduced -2.5k -2,453
17 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 86,70186.7k $3.7m $3.7m 0.00% Added +52.4k +52,350
18 REAP Financial Group, LLC 1.04% of their portfolio AUSTIN, TX 84,16984.2k $3.6m $3.6m 1.04% First filing
19 Cetera Advisor Networks LLC 0.02% of their portfolio EL SEGUNDO, CA 81,81981.8k $3.5m $3.5m 0.02% Added +33.6k +33,551
20 DHJJ Financial Advisors, Ltd. 1.45% of their portfolio NAPERVILLE, IL 72,87372.9k $3.1m $3.1m 1.45% Reduced -3.0k -2,985
21 Fragasso Financial Advisors Inc 0.26% of their portfolio SEWICKLEY, PA 67,00867.0k $2.8m $2.8m 0.26% Added +26.9k +26,855
22 Mariner, LLC 0.01% of their portfolio Overland Park, KS 66,64166.6k $2.8m $2.8m 0.01% Reduced -2.1k -2,127
23 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 61,44061.4k $2.6m $2.6m 0.01% New
24 McKinley Carter Wealth Services, Inc. 0.19% of their portfolio WHEELING, WV 60,46560.5k $2.6m $2.6m 0.19% Reduced -583 -583
25 AVANTAX ADVISORY SERVICES, INC. 0.02% of their portfolio DALLAS, TX 58,76858.8k $2.5m $2.5m 0.02% Added +13.4k +13,422
26 Aurora Private Wealth, Inc. 2.24% of their portfolio ROCKAWAY, NJ 55,78955.8k $2.4m $2.4m 2.24% Added +1.0k +1,019
27 KESTRA PRIVATE WEALTH SERVICES, LLC 0.06% of their portfolio AUSTIN, TX 55,16855.2k $2.3m $2.3m 0.06% Added +7.5k +7,523
28 Integrated Wealth Concepts LLC 0.04% of their portfolio WALTHAM, MA 54,11954.1k $2.3m $2.3m 0.04% Added +4.3k +4,274
29 Keystone Wealth Services, LLC 0.77% of their portfolio PALM DESERT, CA 53,10553.1k $2.3m $2.3m 0.77% Added +9.1k +9,116
30 STEPHENS INC /AR/ 0.04% of their portfolio LITTLE ROCK, AR 53,10353.1k $2.3m $2.3m 0.04% New
31 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 50,70850.7k $2.2m $2.2m 0.01% Added +22.6k +22,628
32 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 49,49549.5k $2.1m $2.1m 0.01% Added +20.2k +20,230
33 Integrity Financial Corp /WA 1.47% of their portfolio JACKSON, WY 47,56147.6k $2.0m $2.0m 1.47% Added +5.3k +5,284
34 1ST SOURCE BANK 0.12% of their portfolio SOUTH BEND, IN 47,20047.2k $2.0m $2.0m 0.12% Unchanged
35 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 44,89644.9k $1.9m $1.9m 0.02% Added +5.6k +5,627
36 Plotkin Financial Advisors, LLC 1.44% of their portfolio CHEVY CHASE, MD 44,61544.6k $1.9m $1.9m 1.44% Reduced -829 -829
37 Steward Partners Investment Advisory, LLC 0.03% of their portfolio STAMFORD, CT 43,66543.7k $1.9m $1.9m 0.03% Added +750 +750
38 HARBOUR INVESTMENTS, INC. 0.06% of their portfolio MADISON, WI 36,38036.4k $1.5m $1.5m 0.06% Added +5.8k +5,763
39 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 36,17636.2k $1.5m $1.5m 0.01% Added +8.8k +8,796
40 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 34,65434.7k $1.5m $1.5m 0.00% Added +29.1k +29,057
41 FSB PREMIER WEALTH MANAGEMENT, INC. 0.69% of their portfolio WATERLOO, IA 32,21132.2k $1.4m $1.4m 0.69% Added +2.8k +2,753
42 Cedar Brook Financial Partners, LLC 0.30% of their portfolio CLEVELAND, OH 31,28631.3k $1.3m $1.3m 0.30% Reduced -4.7k -4,714
43 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 30,00930.0k $1.3m $1.3m 0.00% Reduced -1.6k -1,584
44 Atria Investments, Inc 0.02% of their portfolio Charlotte, NC 29,82029.8k $1.3m $1.3m 0.02% Added +2.3k +2,255
45 Atria Wealth Solutions, Inc. 0.02% of their portfolio NEW YORK, NY 29,48329.5k $1.3m $1.3m 0.02% Added +7.4k +7,419
46 Integrated Advisors Network LLC 0.06% of their portfolio DALLAS, TX 24,01824.0k $1.0m $1.0m 0.06% Reduced -1.4k -1,442
47 Bullseye Investment Management, LLC 0.60% of their portfolio CINCINNATI, OH 22,26122.3k $946.4k $946.4k 0.60% New
48 Tanglewood Legacy Advisors, LLC 0.51% of their portfolio HOUSTON, TX 22,09922.1k $939.5k $939.5k 0.51% Unchanged
49 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 21,50121.5k $914.1k $914.1k 0.00% Reduced -2.1k -2,127
50 True Link Financial Advisors, LLC 0.09% of their portfolio SAN FRANCISCO, CA 20,42520.4k $868.3k $868.3k 0.09% Reduced -194.1k -194,100
51 Oder Investment Management, LLC 0.84% of their portfolio WOODLAND HILLS, CA 19,96020.0k $848.6k $848.6k 0.84% Unchanged
52 Pitti Group Wealth Management, LLC 0.88% of their portfolio VICTOR, NY 18,98119.0k $807.0k $807.0k 0.88% Added +255 +255
53 LANARK FINANCIAL, INC. 0.08% of their portfolio BIRMINGHAM, AL 18,83918.8k $800.0k $800.0k 0.08% Reduced -1.5k -1,461
54 STAR Financial Bank 0.69% of their portfolio FORT WAYNE, IN 17,86617.9k $759.6k $759.6k 0.69% Added +1.6k +1,580
55 Sunbelt Securities, Inc. 0.09% of their portfolio HOUSTON, TX 17,60217.6k $748.3k $748.3k 0.09% Added +380 +380
56 Bouchey Financial Group, Ltd. 0.08% of their portfolio TROY, NY 17,59017.6k $747.8k $747.8k 0.08% Reduced -2.7k -2,723
57 Valtinson Bruner Financial Planning LLC 0.37% of their portfolio NEW BRIGHTON, MN 17,11717.1k $727.7k $727.7k 0.37% Unchanged
58 Clear Point Advisors Inc. 0.64% of their portfolio MELVILLE, NY 17,08417.1k $726.3k $726.3k 0.64% First filing
59 Semus Wealth Partners LLC 0.55% of their portfolio Boca Raton, FL 15,81415.8k $672.3k $672.3k 0.55% New
60 Advisory Services Network, LLC 0.02% of their portfolio ATLANTA, GA 15,44015.4k $656.4k $656.4k 0.02% Reduced -155 -155
61 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 15,33315.3k $651.9k $651.9k 0.01% Reduced -103 -103
62 Ifrah Financial Services, Inc. 0.19% of their portfolio Little Rock, AR 15,26815.3k $649.1k $649.1k 0.19% Reduced -1.0k -1,049
63 LINCOLN NATIONAL CORP 0.01% of their portfolio RADNOR, PA 15,11015.1k $642.4k $642.4k 0.01% Added +8.1k +8,073
64 Strategic Blueprint, LLC 0.05% of their portfolio ATLANTA, GA 15,08115.1k $641.2k $641.2k 0.05% New
65 TOWNSQUARE CAPITAL LLC 0.01% of their portfolio Lehi, UT 14,71014.7k $625.4k $625.4k 0.01% Added +1.5k +1,515
66 Harvest Investment Services, LLC 0.28% of their portfolio Oakbrook Terrace, IL 14,50614.5k $616.7k $616.7k 0.28% Added +8.2k +8,243
67 CENTAURUS FINANCIAL, INC. 0.05% of their portfolio ANAHEIM, CA 14,38514.4k $612.0k $612.0k 0.05% Unchanged
68 Key Client Fiduciary Advisors, LLC 0.36% of their portfolio Fairfield, NJ 14,36014.4k $610.5k $610.5k 0.36% New
69 BEACON FINANCIAL GROUP 0.07% of their portfolio DALLAS, TX 13,92513.9k $592.0k $592.0k 0.07% Reduced -505 -505
70 SCOTIA CAPITAL INC. 0.00% of their portfolio TORONTO, A6 13,39113.4k $569.3k $569.3k 0.00% Reduced -100 -100
71 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 12,30112.3k $523.0k $523.0k 0.00% Reduced -15.0k -15,025
72 TL Private Wealth 0.26% of their portfolio SOUTHLAKE, TX 12,07812.1k $513.5k $513.5k 0.26% Unchanged
73 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 11,86311.9k $504.3k $504.3k 0.00% Reduced -325 -325
74 ARBOR CAPITAL MANAGEMENT INC /ADV 0.37% of their portfolio ANCHORAGE, AK 11,62111.6k $489.0k $489.0k 0.37% New
75 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.03% of their portfolio BIRMINGHAM, AL 11,33311.3k $481.8k $481.8k 0.03% Added +7.1k +7,056
76 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 10,77010.8k $458.0k $458.0k 0.00% New
77 Main Street Financial Solutions, LLC 0.06% of their portfolio NEWTOWN, PA 10,21010.2k $434.1k $434.1k 0.06% New
78 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 10,20010.2k $433.6k $433.6k 0.00% New
79 Schulz Wealth, LTD. 0.41% of their portfolio MANSFIELD, TX 10,11010.1k $429.8k $429.8k 0.41% First filing
80 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 10,09810.1k $429.3k $429.3k 0.00% New
81 KINGSWOOD WEALTH ADVISORS, LLC 0.05% of their portfolio SAN DIEGO, CA 10,00010.0k $425.1k $425.1k 0.05% New
82 FWG Investments, LLC. 0.51% of their portfolio LEXINGTON, KY 9,7049.7k $412.6k $412.6k 0.51% First filing
83 WORLD EQUITY GROUP, INC. 0.08% of their portfolio SCHAUMBURG, IL 9,2579.3k $393.6k $393.6k 0.08% Reduced -34.7k -34,699
84 Spire Wealth Management 0.01% of their portfolio MCLEAN, VA 9,0649.1k $389.1k $389.1k 0.01% Reduced -5.6k -5,638
85 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 8,2028.2k $358.0k $358.0k 0.02% Reduced -3.8k -3,811
86 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 7,5977.6k $323.0k $323.0k 0.00% Added +1.9k +1,935
87 ForthRight Wealth Management, LLC 0.12% of their portfolio ALPHARETTA, GA 7,3857.4k $314.0k $314.0k 0.12% Added +1.6k +1,625
88 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 7,3277.3k $311.5k $311.5k 0.01% New
89 FLAGSTAR SECURITIES, INC 0.09% of their portfolio New York, NY 6,9597.0k $295.9k $295.9k 0.09% New
90 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 6,8506.8k $291.2k $291.2k 0.00% Added +3.4k +3,425
91 Kovack Advisors, Inc. 0.03% of their portfolio FT. LAUDERDALE, FL 6,8256.8k $290.2k $290.2k 0.03% Added +1.0k +1,029
92 StoneX Group Inc. 0.03% of their portfolio NEW YORK, NY 6,4456.4k $274.0k $274.0k 0.03% Reduced -553 -553
93 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 6,3356.3k $269.3k $269.3k 0.00% New
94 Sage Capital Advisors,llc 0.08% of their portfolio SIOUX FALLS, SD 6,0816.1k $258.5k $258.5k 0.08% Reduced -2.0k -2,002
95 Catalina Capital Group, LLC 0.20% of their portfolio Torrance, CA 6,0756.1k $258.3k $258.3k 0.20% First filing
96 BAKER TILLY WEALTH MANAGEMENT, LLC 0.04% of their portfolio MADISON, WI 5,8155.8k $247.2k $247.2k 0.04% New
97 Wealthspire Retirement, LLC 0.04% of their portfolio ALISO VIEJO, CA 5,7045.7k $242.5k $242.5k 0.04% Reduced -130 -130
98 SECURED RETIREMENT ADVISORS, LLC 0.22% of their portfolio ST LOUIS PARK, MN 5,3495.3k $227.4k $227.4k 0.22% First filing
99 SMART Wealth LLC 0.12% of their portfolio Omaha, NE 5,3205.3k $226.2k $226.2k 0.12% New
100 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 5,2355.2k $222.6k $222.6k 0.00% Reduced -840 -840