Vault-13

FIRST TR EXCHNG TRADED FD VI FNOV

FT VEST US EQT · ETP · CUSIP 33740F847

112 institutional holders +8 vs Q1 2024
5,101,8445.1m shares reported held*
$234.4mreported value*
13 new 16 added 54 reduced 7 sold out net sold ≈ $1.7m (-36.1k 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 ≈ $45.95.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 77Q4 22: 91Q1 23: 98Q2 23: 94Q3 23: 92Q4 23: 114Q1 24: 104Q2 24: 112112Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 202277
Q4 202291
Q1 202398
Q2 202394
Q3 202392
Q4 2023114
Q1 2024104
Q2 2024112

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 outQ2 23: 25 bought or addedQ2 23: 54 cut or sold outQ2 23Q3 23: 22 bought or addedQ3 23: 55 cut or sold outQ4 23: 64 bought or addedQ4 23: 38 cut or sold outQ4 23Q1 24: 25 bought or addedQ1 24: 65 cut or sold outQ2 24: 29 bought or addedQ2 24: 61 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 20226134
Q1 20233843
Q2 20232554
Q3 20232255
Q4 20236438
Q1 20242565
Q2 20242961

Biggest buyers

Cetera Investment Advisers Added +264,782+264.8k
ERn Financial, LLC Added +54,397+54.4k
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC New +28,568+28.6k
ASSETMARK, INC New +21,420+21.4k
GTS SECURITIES LLC New +15,943+15.9k
KINGSWOOD WEALTH ADVISORS, LLC New +13,200+13.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +6,803+6.8k
OneDigital Investment Advisors LLC New +5,890+5.9k
TFB Advisors LLC New +5,600+5.6k
Signal Advisors Wealth, LLC New +4,797+4.8k

Biggest sellers

MBL Wealth, LLC Reduced -110,842-110.8k
Bullseye Investment Management, LLC Reduced -64,505-64.5k
OSAIC HOLDINGS, INC. Reduced -29,979-30.0k
Cedar Brook Financial Partners, LLC Sold out -29,103-29.1k
Integrated Advisors Network LLC Sold out -23,856-23.9k
Atria Investments, Inc Reduced -20,647-20.6k
FSB PREMIER WEALTH MANAGEMENT, INC. Reduced -15,196-15.2k
LINCOLN NATIONAL CORP Sold out -15,110-15.1k
AVANTAX ADVISORY SERVICES, INC. Reduced -14,659-14.7k
KESTRA PRIVATE WEALTH SERVICES, LLC Reduced -12,586-12.6k

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, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Cetera Investment Advisers 0.06% of their portfolio SCHAUMBURG, IL 542,302542.3k $25.0m $25.0m 0.06% Added +264.8k +264,782
2 COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio WALTHAM, MA 497,499497.5k $22.9m $22.9m 0.04% Reduced -11.6k -11,554
3 Altman Advisors, Inc. 9.72% of their portfolio CHICAGO, IL 371,377371.4k $17.1m $17.1m 9.72% Added +3.6k +3,630
4 McCarthy & Cox 5.77% of their portfolio MARYSVILLE, OH 326,488326.5k $15.0m $15.0m 5.77% Reduced -1.3k -1,314
5 IFP Advisors, Inc 0.48% of their portfolio TAMPA, FL 263,620263.6k $12.1m $12.1m 0.48% Reduced -10.6k -10,640
6 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 207,747207.7k $9.6m $9.6m 0.00% Added +1.3k +1,287
7 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 184,906184.9k $8.5m $8.5m 0.01% Reduced -845 -845
8 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 163,275163.3k $7.5m $7.5m 0.02% Reduced -30.0k -29,979
9 OGOREK ANTHONY JOSEPH /NY/ /ADV 2.53% of their portfolio WILLIAMSVILLE, NY 158,143158.1k $7.3m $7.3m 2.53% Reduced -199 -199
10 CWM, LLC 0.03% of their portfolio OMAHA, NE 148,633148.6k $6.8m $6.8m 0.03% Reduced -4.5k -4,473
11 ERn Financial, LLC 0.54% of their portfolio MIDDLETON, WI 142,250142.2k $6.5m $6.5m 0.54% Added +54.4k +54,397
12 Bullseye Investment Management, LLC 3.69% of their portfolio CINCINNATI, OH 128,892128.9k $5.6m $5.6m 3.69% Reduced -64.5k -64,505
13 MBL Wealth, LLC 0.61% of their portfolio CHARLOTTE, NC 118,756118.8k $5.5m $5.5m 0.61% Reduced -110.8k -110,842
14 REAP Financial Group, LLC 1.05% of their portfolio AUSTIN, TX 84,73184.7k $3.9m $3.9m 1.05% Reduced -1.3k -1,316
15 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 79,75879.8k $3.7m $3.7m 0.00% Reduced -4.4k -4,389
16 KESTRA PRIVATE WEALTH SERVICES, LLC 0.06% of their portfolio AUSTIN, TX 69,82769.8k $3.2m $3.2m 0.06% Reduced -12.6k -12,586
17 DHJJ Financial Advisors, Ltd. 1.34% of their portfolio NAPERVILLE, IL 69,16269.2k $3.2m $3.2m 1.34% Reduced -1.7k -1,674
18 Fragasso Financial Advisors Inc 0.25% of their portfolio SEWICKLEY, PA 65,48965.5k $3.0m $3.0m 0.25% Unchanged
19 Mariner, LLC 0.01% of their portfolio Overland Park, KS 63,74063.7k $2.9m $2.9m 0.01% Reduced -1.4k -1,432
20 McKinley Carter Wealth Services, Inc. 0.18% of their portfolio WHEELING, WV 60,46560.5k $2.8m $2.8m 0.18% Unchanged
21 STEPHENS INC /AR/ 0.04% of their portfolio LITTLE ROCK, AR 52,94952.9k $2.4m $2.4m 0.04% Unchanged
22 Aurora Private Wealth, Inc. 2.11% of their portfolio ROCKAWAY, NJ 52,31652.3k $2.4m $2.4m 2.11% Reduced -3.0k -2,998
23 Keystone Wealth Services, LLC 0.73% of their portfolio PALM DESERT, CA 51,26051.3k $2.4m $2.4m 0.73% Reduced -1.4k -1,374
24 Integrated Wealth Concepts LLC 0.03% of their portfolio WALTHAM, MA 47,26047.3k $2.2m $2.2m 0.03% Reduced -588 -588
25 Integrity Financial Corp /WA 1.33% of their portfolio JACKSON, WY 46,26646.3k $2.1m $2.1m 1.33% Reduced -251 -251
26 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 45,69145.7k $2.1m $2.1m 0.01% Added +912 +912
27 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 43,74743.7k $2.0m $2.0m 0.02% Unchanged
28 Plotkin Financial Advisors, LLC 1.27% of their portfolio CHEVY CHASE, MD 43,07043.1k $2.0m $2.0m 1.27% Reduced -1.5k -1,545
29 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 42,42342.4k $2.0m $2.0m 0.01% Reduced -5.4k -5,360
30 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 36,45936.5k $1.7m $1.7m 0.01% Reduced -14.7k -14,659
31 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 33,25033.2k $1.5m $1.5m 0.00% Reduced -254 -254
32 HARBOUR INVESTMENTS, INC. 0.05% of their portfolio MADISON, WI 32,53632.5k $1.5m $1.5m 0.05% Reduced -3.0k -3,027
33 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.03% of their portfolio LOS ANGELES, CA 28,56828.6k $1.3m $1.3m 0.03% New
34 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 26,47226.5k $1.2m $1.2m 0.00% Reduced -8.8k -8,814
35 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 26,36526.4k $1.2m $1.2m 0.01% Added +1.1k +1,081
36 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 22,54022.5k $1.0m $1.0m 0.00% Reduced -1.3k -1,274
37 Tanglewood Legacy Advisors, LLC 0.48% of their portfolio HOUSTON, TX 22,09922.1k $1.0m $1.0m 0.48% Unchanged
38 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 21,68321.7k $998.1k $998.1k 0.01% Reduced -5.8k -5,812
39 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 21,42021.4k $986.0k $986.0k 0.00% New
40 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 20,33820.3k $936.2k $936.2k 0.00% Added +6.8k +6,803
41 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 19,98520.0k $920.0k $920.0k 0.00% Reduced -5.7k -5,700
42 Oder Investment Management, LLC 0.83% of their portfolio WOODLAND HILLS, CA 19,96020.0k $918.8k $918.8k 0.83% Unchanged
43 Pitti Group Wealth Management, LLC 0.88% of their portfolio VICTOR, NY 18,98119.0k $807.0k $807.0k 0.88% Added +300 +300
44 Sunbelt Securities, Inc. 0.09% of their portfolio HOUSTON, TX 18,20518.2k $838.0k $838.0k 0.09% Added +1.9k +1,922
45 1ST SOURCE BANK 0.05% of their portfolio SOUTH BEND, IN 18,00018.0k $828.6k $828.6k 0.05% Unchanged
46 FSB PREMIER WEALTH MANAGEMENT, INC. 0.37% of their portfolio WATERLOO, IA 17,85417.9k $821.8k $821.8k 0.37% Reduced -15.2k -15,196
47 LANARK FINANCIAL, INC. 0.07% of their portfolio BIRMINGHAM, AL 16,83816.8k $775.0k $775.0k 0.07% Reduced -1.1k -1,059
48 STAR Financial Bank 0.59% of their portfolio FORT WAYNE, IN 16,63116.6k $765.6k $765.6k 0.59% Reduced -2.5k -2,483
49 Bouchey Financial Group, Ltd. 0.07% of their portfolio TROY, NY 16,60416.6k $764.0k $764.0k 0.07% Reduced -743 -743
50 GTS SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 15,94315.9k $733.9k $733.9k 0.02% New
51 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 15,11615.1k $695.8k $695.8k 0.01% Reduced -256 -256
52 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 15,09815.1k $695.0k $695.0k 0.00% Reduced -843 -843
53 Clear Point Advisors Inc. 0.57% of their portfolio MELVILLE, NY 15,01215.0k $691.0k $691.0k 0.57% Reduced -2.1k -2,072
54 CENTAURUS FINANCIAL, INC. 0.04% of their portfolio ANAHEIM, CA 14,28514.3k $658.0k $658.0k 0.04% Unchanged
55 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 14,03314.0k $646.0k $646.0k 0.02% Added +262 +262
56 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 14,01414.0k $645.1k $645.1k 0.01% Reduced -799 -799
57 TOWNSQUARE CAPITAL LLC 0.01% of their portfolio Lehi, UT 13,97114.0k $643.1k $643.1k 0.01% Reduced -46 -46
58 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 13,96214.0k $619.7k $619.7k 0.00% First filing
59 Harvest Investment Services, LLC 0.25% of their portfolio Oakbrook Terrace, IL 13,82313.8k $636.3k $636.3k 0.25% Reduced -215 -215
60 True Link Financial Advisors, LLC 0.06% of their portfolio SAN FRANCISCO, CA 13,72513.7k $631.8k $631.8k 0.06% Unchanged
61 KINGSWOOD WEALTH ADVISORS, LLC 0.05% of their portfolio SAN DIEGO, CA 13,20013.2k $607.6k $607.6k 0.05% New
62 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 12,88012.9k $592.9k $592.9k 0.00% Reduced -10.4k -10,440
63 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 11,86311.9k $546.1k $546.1k 0.00% Unchanged
64 Strategic Blueprint, LLC 0.04% of their portfolio ATLANTA, GA 11,73711.7k $540.3k $540.3k 0.04% Reduced -3.7k -3,696
65 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 11,56511.6k $532.0k $532.0k 0.00% Added +653 +653
66 ARBOR CAPITAL MANAGEMENT INC /ADV 0.47% of their portfolio ANCHORAGE, AK 11,25011.2k $518.3k $518.3k 0.47% Reduced -21 -21
67 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.03% of their portfolio BIRMINGHAM, AL 11,08711.1k $510.4k $510.4k 0.03% Reduced -92 -92
68 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 10,62310.6k $489.0k $489.0k 0.00% Added +1.2k +1,158
69 Valtinson Bruner Financial Planning LLC 0.19% of their portfolio NEW BRIGHTON, MN 10,27510.3k $473.0k $473.0k 0.19% Reduced -23 -23
70 JOURNEY STRATEGIC WEALTH LLC 0.02% of their portfolio SUMMIT, NJ 10,18910.2k $469.0k $469.0k 0.02% Added +3.9k +3,891
71 SCOTIA CAPITAL INC. 0.00% of their portfolio TORONTO, A6 10,05210.1k $462.7k $462.7k 0.00% Unchanged
72 FWG Investments, LLC. 0.45% of their portfolio LEXINGTON, KY 9,7049.7k $446.7k $446.7k 0.45% Unchanged
73 Schulz Wealth, LTD. 0.38% of their portfolio MANSFIELD, TX 9,6659.7k $444.9k $444.9k 0.38% Reduced -445 -445
74 Ifrah Financial Services, Inc. 0.12% of their portfolio Little Rock, AR 9,5499.5k $439.5k $439.5k 0.12% Reduced -482 -482
75 CoreCap Advisors, LLC 0.04% of their portfolio SOUTHFIELD, MI 8,6408.6k $397.7k $397.7k 0.04% Added +1.0k +1,045
76 Spire Wealth Management 0.01% of their portfolio MCLEAN, VA 7,9157.9k $364.3k $364.3k 0.01% Reduced -1.0k -1,035
77 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 7,4427.4k $342.6k $342.6k 0.00% Reduced -20.6k -20,647
78 ForthRight Wealth Management, LLC 0.12% of their portfolio ALPHARETTA, GA 7,3857.4k $339.9k $339.9k 0.12% Unchanged
79 Main Street Financial Solutions, LLC 0.03% of their portfolio NEWTOWN, PA 7,3717.4k $339.3k $339.3k 0.03% Reduced -2.8k -2,839
80 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 7,3277.3k $337.3k $337.3k 0.01% Unchanged
81 StoneX Group Inc. 0.03% of their portfolio NEW YORK, NY 7,3167.3k $336.8k $336.8k 0.03% Added +871 +871
82 FLAGSTAR SECURITIES, INC 0.09% of their portfolio New York, NY 6,9597.0k $320.3k $320.3k 0.09% Unchanged
83 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 6,0756.1k $279.6k $279.6k 0.00% Added +840 +840
84 Catalina Capital Group, LLC 0.11% of their portfolio Torrance, CA 6,0756.1k $279.6k $279.6k 0.11% Unchanged
85 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 5,8905.9k $271.1k $271.1k 0.00% New
86 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 5,7465.7k $264.0k $264.0k 0.01% Reduced -1.0k -1,011
87 Wealthspire Retirement, LLC 0.02% of their portfolio ALISO VIEJO, CA 5,7045.7k $262.6k $262.6k 0.02% Unchanged
88 TFB Advisors LLC 0.08% of their portfolio OVERLAND PARK, KS 5,6005.6k $257.8k $257.8k 0.08% New
89 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 5,2005.2k $239.4k $239.4k 0.00% Unchanged
90 SECURED RETIREMENT ADVISORS, LLC 0.19% of their portfolio ST LOUIS PARK, MN 5,1955.2k $239.1k $239.1k 0.19% Reduced -154 -154
91 LVZ, Inc. 0.03% of their portfolio Holland, MI 5,1235.1k $235.8k $235.8k 0.03% Unchanged
92 Signal Advisors Wealth, LLC 0.48% of their portfolio DETROIT, MI 4,7974.8k $220.8k $220.8k 0.48% New
93 Naviter Wealth, LLC 0.03% of their portfolio LITTLE ROCK, AR 4,7144.7k $217.0k $217.0k 0.03% Unchanged
94 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 4,6604.7k $214.5k $214.5k 0.01% Reduced -1.1k -1,115
95 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 4,5134.5k $207.7k $207.7k 0.00% Reduced -1.7k -1,718
96 Brookstone Capital Management 0.00% of their portfolio WHEATON, IL 4,4974.5k $208.3k $208.3k 0.00% Reduced -356 -356
97 BEACON FINANCIAL GROUP 0.02% of their portfolio DALLAS, TX 4,4604.5k $205.3k $205.3k 0.02% Reduced -6.8k -6,800
98 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 3,6463.6k $168.3k $168.3k 0.00% Unchanged
99 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 3,4253.4k $157.7k $157.7k 0.00% Reduced -6.8k -6,850
100 Capital Analysts, LLC 0.01% of their portfolio FORT WASHINGTON, PA 2,4962.5k $115.0k $115.0k 0.01% Unchanged