Vault-13

FIRST TR EXCHNG TRADED FD VI FNOV

FT VEST US EQT · ETP · CUSIP 33740F847

104 institutional holders -10 vs Q4 2023
5,122,7745.1m shares reported held*
$228.6mreported value*
5 new 20 added 48 reduced 17 sold out net sold ≈ $33.3m (-745.2k 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 ≈ $44.62.

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 77Q4 22: 91Q1 23: 98Q2 23: 94Q3 23: 92Q4 23: 114Q1 24: 104104Q3 22Q1 23Q3 23Q1 24
Numbers
QuarterHolders
Q3 202277
Q4 202291
Q1 202398
Q2 202394
Q3 202392
Q4 2023114
Q1 2024104

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 23Q1 24: 25 bought or addedQ1 24: 65 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q4 20226134
Q1 20233843
Q2 20232554
Q3 20232255
Q4 20236438
Q1 20242565

Biggest buyers

Bullseye Investment Management, LLC Added +171,136+171.1k
LPL Financial LLC Added +99,657+99.7k
Cetera Investment Advisers Added +89,294+89.3k
KESTRA PRIVATE WEALTH SERVICES, LLC Added +27,245+27.2k
JANE STREET GROUP, LLC Added +13,716+13.7k
Altman Advisors, Inc. Added +11,031+11.0k
Raymond James Financial Services Advisors, Inc. Added +10,203+10.2k
Kestra Advisory Services, LLC Added +8,603+8.6k
IFP Advisors, Inc Added +6,970+7.0k
JOURNEY STRATEGIC WEALTH LLC New +6,298+6.3k

Biggest sellers

JPMORGAN CHASE & CO Reduced -188,018-188.0k
CreativeOne Wealth, LLC Reduced -159,869-159.9k
ENVESTNET ASSET MANAGEMENT INC Reduced -127,230-127.2k
Cetera Advisors LLC Sold out -120,692-120.7k
Naviter Wealth, LLC Reduced -119,822-119.8k
Cetera Advisor Networks LLC Sold out -81,819-81.8k
Rockefeller Capital Management L.P. Sold out -61,440-61.4k
CWM, LLC Reduced -32,936-32.9k
OSAIC HOLDINGS, INC. Reduced -30,699-30.7k
1ST SOURCE BANK Reduced -29,200-29.2k

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 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio WALTHAM, MA 509,053509.1k $22.8m $22.8m 0.04% Reduced -12.8k -12,835
2 Altman Advisors, Inc. 7.99% of their portfolio CHICAGO, IL 367,747367.7k $16.4m $16.4m 7.99% Added +11.0k +11,031
3 McCarthy & Cox 5.54% of their portfolio MARYSVILLE, OH 327,802327.8k $14.7m $14.7m 5.54% First filing
4 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 277,520277.5k $12.4m $12.4m 0.03% Added +89.3k +89,294
5 IFP Advisors, Inc 0.54% of their portfolio TAMPA, FL 274,260274.3k $12.3m $12.3m 0.54% Added +7.0k +6,970
6 MBL Wealth, LLC 1.17% of their portfolio CHARLOTTE, NC 229,598229.6k $10.3m $10.3m 1.17% Reduced -846 -846
7 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 206,460206.5k $9.2m $9.2m 0.00% Added +99.7k +99,657
8 Bullseye Investment Management, LLC 4.72% of their portfolio CINCINNATI, OH 193,397193.4k $8.1m $8.1m 4.72% Added +171.1k +171,136
9 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 193,254193.3k $8.6m $8.6m 0.02% Reduced -30.7k -30,699
10 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 185,751185.8k $8.3m $8.3m 0.01% Added +10.2k +10,203
11 OGOREK ANTHONY JOSEPH /NY/ /ADV 2.46% of their portfolio WILLIAMSVILLE, NY 158,342158.3k $7.1m $7.1m 2.46% Unchanged
12 CWM, LLC 0.03% of their portfolio OMAHA, NE 153,106153.1k $6.8m $6.8m 0.03% Reduced -32.9k -32,936
13 ERn Financial, LLC 0.68% of their portfolio MIDDLETON, WI 87,85387.9k $3.9m $3.9m 0.68% Reduced -594 -594
14 REAP Financial Group, LLC 1.06% of their portfolio AUSTIN, TX 86,04786.0k $3.8m $3.8m 1.06% Added +1.9k +1,878
15 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 84,14784.1k $3.8m $3.8m 0.00% Reduced -2.6k -2,554
16 KESTRA PRIVATE WEALTH SERVICES, LLC 0.08% of their portfolio AUSTIN, TX 82,41382.4k $3.7m $3.7m 0.08% Added +27.2k +27,245
17 DHJJ Financial Advisors, Ltd. 1.40% of their portfolio NAPERVILLE, IL 70,83670.8k $3.2m $3.2m 1.40% Reduced -2.0k -2,037
18 Fragasso Financial Advisors Inc 0.25% of their portfolio SEWICKLEY, PA 65,48965.5k $2.9m $2.9m 0.25% Reduced -1.5k -1,519
19 Mariner, LLC 0.01% of their portfolio Overland Park, KS 65,17265.2k $2.9m $2.9m 0.01% Reduced -1.5k -1,469
20 McKinley Carter Wealth Services, Inc. 0.18% of their portfolio WHEELING, WV 60,46560.5k $2.7m $2.7m 0.18% Unchanged
21 Aurora Private Wealth, Inc. 2.13% of their portfolio ROCKAWAY, NJ 55,31455.3k $2.5m $2.5m 2.13% Reduced -475 -475
22 STEPHENS INC /AR/ 0.04% of their portfolio LITTLE ROCK, AR 52,94952.9k $2.4m $2.4m 0.04% Reduced -154 -154
23 Keystone Wealth Services, LLC 0.77% of their portfolio PALM DESERT, CA 52,63452.6k $2.4m $2.4m 0.77% Reduced -471 -471
24 AVANTAX ADVISORY SERVICES, INC. 0.02% of their portfolio DALLAS, TX 51,11851.1k $2.3m $2.3m 0.02% Reduced -7.7k -7,650
25 Integrated Wealth Concepts LLC 0.03% of their portfolio WALTHAM, MA 47,84847.8k $2.1m $2.1m 0.03% Reduced -6.3k -6,271
26 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 47,78347.8k $2.1m $2.1m 0.01% Reduced -2.9k -2,925
27 Integrity Financial Corp /WA 1.43% of their portfolio JACKSON, WY 46,51746.5k $2.1m $2.1m 1.43% Reduced -1.0k -1,044
28 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 44,77944.8k $2.0m $2.0m 0.01% Added +8.6k +8,603
29 Plotkin Financial Advisors, LLC 1.32% of their portfolio CHEVY CHASE, MD 44,61544.6k $2.0m $2.0m 1.32% Unchanged
30 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 43,74743.7k $2.0m $2.0m 0.02% Added +82 +82
31 HARBOUR INVESTMENTS, INC. 0.06% of their portfolio MADISON, WI 35,56335.6k $1.6m $1.6m 0.06% Reduced -817 -817
32 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 35,28635.3k $1.6m $1.6m 0.00% Reduced -188.0k -188,018
33 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 33,50433.5k $1.5m $1.5m 0.00% Reduced -127.2k -127,230
34 FSB PREMIER WEALTH MANAGEMENT, INC. 0.69% of their portfolio WATERLOO, IA 33,05033.0k $1.5m $1.5m 0.69% Added +839 +839
35 Cedar Brook Financial Partners, LLC 0.26% of their portfolio CLEVELAND, OH 29,10329.1k $1.3m $1.3m 0.26% Reduced -2.2k -2,183
36 Atria Investments, Inc 0.02% of their portfolio Charlotte, NC 28,08928.1k $1.3m $1.3m 0.02% Reduced -1.7k -1,731
37 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 27,49527.5k $1.2m $1.2m 0.01% Reduced -2.0k -1,988
38 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 25,68525.7k $1.1m $1.1m 0.00% Reduced -4.3k -4,324
39 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 25,28425.3k $1.1m $1.1m 0.01% Reduced -24.2k -24,211
40 Integrated Advisors Network LLC 0.05% of their portfolio DALLAS, TX 23,85623.9k $1.1m $1.1m 0.05% Reduced -162 -162
41 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 23,81423.8k $1.1m $1.1m 0.00% Added +13.7k +13,716
42 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 23,32023.3k $1.0m $1.0m 0.01% Reduced -21.6k -21,576
43 Tanglewood Legacy Advisors, LLC 0.49% of their portfolio HOUSTON, TX 22,09922.1k $988.7k $988.7k 0.49% Unchanged
44 Oder Investment Management, LLC 0.83% of their portfolio WOODLAND HILLS, CA 19,96020.0k $893.0k $893.0k 0.83% Unchanged
45 STAR Financial Bank 0.73% of their portfolio FORT WAYNE, IN 19,11419.1k $855.1k $855.1k 0.73% Added +1.2k +1,248
46 Pitti Group Wealth Management, LLC 0.93% of their portfolio VICTOR, NY 18,68118.7k $832.1k $832.1k 0.93% Reduced -300 -300
47 1ST SOURCE BANK 0.05% of their portfolio SOUTH BEND, IN 18,00018.0k $805.3k $805.3k 0.05% Reduced -29.2k -29,200
48 LANARK FINANCIAL, INC. 0.08% of their portfolio BIRMINGHAM, AL 17,89717.9k $811.0k $811.0k 0.08% Reduced -942 -942
49 Bouchey Financial Group, Ltd. 0.08% of their portfolio TROY, NY 17,34717.3k $776.1k $776.1k 0.08% Reduced -243 -243
50 Clear Point Advisors Inc. 0.63% of their portfolio MELVILLE, NY 17,08417.1k $764.3k $764.3k 0.63% Unchanged
51 Sunbelt Securities, Inc. 0.08% of their portfolio HOUSTON, TX 16,28316.3k $728.5k $728.5k 0.08% Reduced -1.3k -1,319
52 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 15,94115.9k $713.2k $713.2k 0.00% Reduced -5.6k -5,560
53 Strategic Blueprint, LLC 0.05% of their portfolio ATLANTA, GA 15,43315.4k $690.4k $690.4k 0.05% Added +352 +352
54 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 15,37215.4k $687.7k $687.7k 0.01% Added +39 +39
55 LINCOLN NATIONAL CORP 0.01% of their portfolio RADNOR, PA 15,11015.1k $676.0k $676.0k 0.01% Unchanged
56 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 14,81314.8k $662.7k $662.7k 0.01% Reduced -627 -627
57 CENTAURUS FINANCIAL, INC. 0.04% of their portfolio ANAHEIM, CA 14,28514.3k $639.0k $639.0k 0.04% Reduced -100 -100
58 Harvest Investment Services, LLC 0.25% of their portfolio Oakbrook Terrace, IL 14,03814.0k $628.1k $628.1k 0.25% Reduced -468 -468
59 TOWNSQUARE CAPITAL LLC 0.01% of their portfolio Lehi, UT 14,01714.0k $627.1k $627.1k 0.01% Reduced -693 -693
60 Ameritas Advisory Services, LLC 0.03% of their portfolio Lincoln, NE 13,77113.8k $609.9k $609.9k 0.03% Added +5.6k +5,569
61 True Link Financial Advisors, LLC 0.06% of their portfolio SAN FRANCISCO, CA 13,72513.7k $614.0k $614.0k 0.06% Reduced -6.7k -6,700
62 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 13,53513.5k $605.5k $605.5k 0.00% Added +1.2k +1,234
63 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 11,86311.9k $530.7k $530.7k 0.00% Unchanged
64 Sequent Planning LLC 0.19% of their portfolio OMAHA, NE 11,42911.4k $511.3k $511.3k 0.19% First filing
65 ARBOR CAPITAL MANAGEMENT INC /ADV 0.48% of their portfolio ANCHORAGE, AK 11,27111.3k $505.6k $505.6k 0.48% Reduced -350 -350
66 BEACON FINANCIAL GROUP 0.06% of their portfolio DALLAS, TX 11,26011.3k $503.8k $503.8k 0.06% Reduced -2.7k -2,665
67 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.03% of their portfolio BIRMINGHAM, AL 11,17911.2k $500.1k $500.1k 0.03% Reduced -154 -154
68 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 10,91210.9k $488.0k $488.0k 0.00% Added +142 +142
69 Valtinson Bruner Financial Planning LLC 0.20% of their portfolio NEW BRIGHTON, MN 10,29810.3k $460.7k $460.7k 0.20% Reduced -6.8k -6,819
70 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 10,27510.3k $459.7k $459.7k 0.00% Added +3.4k +3,425
71 Main Street Financial Solutions, LLC 0.05% of their portfolio NEWTOWN, PA 10,21010.2k $456.8k $456.8k 0.05% Unchanged
72 Schulz Wealth, LTD. 0.39% of their portfolio MANSFIELD, TX 10,11010.1k $452.3k $452.3k 0.39% Unchanged
73 SCOTIA CAPITAL INC. 0.00% of their portfolio TORONTO, A6 10,05210.1k $449.7k $449.7k 0.00% Reduced -3.3k -3,339
74 Ifrah Financial Services, Inc. 0.13% of their portfolio Little Rock, AR 10,03110.0k $448.8k $448.8k 0.13% Reduced -5.2k -5,237
75 FWG Investments, LLC. 0.47% of their portfolio LEXINGTON, KY 9,7049.7k $434.1k $434.1k 0.47% Unchanged
76 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 9,4659.5k $423.0k $423.0k 0.00% Reduced -25.2k -25,189
77 Spire Wealth Management 0.01% of their portfolio MCLEAN, VA 8,9508.9k $400.4k $400.4k 0.01% Reduced -114 -114
78 CoreCap Advisors, LLC 0.02% of their portfolio SOUTHFIELD, MI 7,5957.6k $339.8k $339.8k 0.02% Added +2.8k +2,807
79 ForthRight Wealth Management, LLC 0.12% of their portfolio ALPHARETTA, GA 7,3857.4k $330.4k $330.4k 0.12% Unchanged
80 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 7,3277.3k $327.8k $327.8k 0.01% Unchanged
81 FLAGSTAR SECURITIES, INC 0.09% of their portfolio New York, NY 6,9597.0k $311.3k $311.3k 0.09% Unchanged
82 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 6,7576.8k $302.0k $302.0k 0.01% Reduced -159.9k -159,869
83 StoneX Group Inc. 0.03% of their portfolio NEW YORK, NY 6,4456.4k $288.3k $288.3k 0.03% Unchanged
84 JOURNEY STRATEGIC WEALTH LLC 0.01% of their portfolio SUMMIT, NJ 6,2986.3k $281.8k $281.8k 0.01% New
85 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 6,2316.2k $278.8k $278.8k 0.00% Reduced -1.4k -1,366
86 Catalina Capital Group, LLC 0.12% of their portfolio Torrance, CA 6,0756.1k $271.8k $271.8k 0.12% Unchanged
87 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 5,7755.8k $258.4k $258.4k 0.01% New
88 Wealthspire Retirement, LLC 0.02% of their portfolio ALISO VIEJO, CA 5,7045.7k $255.2k $255.2k 0.02% Unchanged
89 SECURED RETIREMENT ADVISORS, LLC 0.20% of their portfolio ST LOUIS PARK, MN 5,3495.3k $239.3k $239.3k 0.20% Unchanged
90 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 5,2355.2k $234.2k $234.2k 0.00% Unchanged
91 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 5,2005.2k $232.6k $232.6k 0.00% Unchanged
92 LVZ, Inc. 0.03% of their portfolio Holland, MI 5,1235.1k $229.2k $229.2k 0.03% Unchanged
93 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 4,8934.9k $218.9k $218.9k 0.01% Unchanged
94 Brookstone Capital Management 0.00% of their portfolio WHEATON, IL 4,8534.9k $217.1k $217.1k 0.00% Unchanged
95 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 4,7464.7k $212.0k $212.0k 0.00% New
96 Naviter Wealth, LLC 0.03% of their portfolio LITTLE ROCK, AR 4,7144.7k $210.9k $210.9k 0.03% Reduced -119.8k -119,822
97 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 3,6463.6k $163.1k $163.1k 0.00% New
98 Capital Analysts, LLC 0.01% of their portfolio FORT WASHINGTON, PA 2,4962.5k $112.0k $112.0k 0.01% Unchanged
99 Archer Investment Corp 0.03% of their portfolio Carmel, IN 2,3252.3k $104.0k $104.0k 0.03% Unchanged
100 Turtle Creek Wealth Advisors, LLC 0.02% of their portfolio DALLAS, TX 2,2382.2k $100.1k $100.1k 0.02% Unchanged