Vault-13

FIRST TR EXCHNG TRADED FD VI FNOV

FT VEST US EQT · ETP · CUSIP 33740F847

114 institutional holders +2 vs Q2 2024
4,371,5274.4m shares reported held*
$205.9mreported value*
6 new 18 added 56 reduced 5 sold out net sold ≈ $34.7m (-734.7k 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 ≈ $47.10.

Trends to Q3 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: 112Q3 24: 114114Q3 22Q1 23Q3 23Q1 24Q3 24
Numbers
QuarterHolders
Q3 202277
Q4 202291
Q1 202398
Q2 202394
Q3 202392
Q4 2023114
Q1 2024104
Q2 2024112
Q3 2024114

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 outQ1 23: 38 bought or addedQ1 23: 43 cut or sold outQ1 23Q2 23: 25 bought or addedQ2 23: 54 cut or sold outQ3 23: 22 bought or addedQ3 23: 55 cut or sold outQ3 23Q4 23: 64 bought or addedQ4 23: 38 cut or sold outQ1 24: 25 bought or addedQ1 24: 65 cut or sold outQ1 24Q2 24: 29 bought or addedQ2 24: 61 cut or sold outQ3 24: 24 bought or addedQ3 24: 61 cut or sold outQ3 24
Numbers
QuarterBought or addedCut or sold out
Q4 20226134
Q1 20233843
Q2 20232554
Q3 20232255
Q4 20236438
Q1 20242565
Q2 20242961
Q3 20242461

Biggest buyers

ASSETMARK, INC Added +42,572+42.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +25,663+25.7k
Altman Advisors, Inc. Added +7,534+7.5k
FOUNDERS FINANCIAL SECURITIES LLC New +6,834+6.8k
Prosperity Consulting Group, LLC New +6,639+6.6k
Cambridge Investment Research Advisors, Inc. Added +4,562+4.6k
REAP Financial Group, LLC Added +4,462+4.5k
Private Advisor Group, LLC New +4,250+4.2k
TFB Advisors LLC Added +1,723+1.7k
Darwin Wealth Management, LLC New +1,661+1.7k

Biggest sellers

COMMONWEALTH EQUITY SERVICES, LLC Reduced -350,622-350.6k
ERn Financial, LLC Reduced -76,069-76.1k
CWM, LLC Reduced -56,054-56.1k
STEPHENS INC /AR/ Reduced -45,215-45.2k
Aurora Private Wealth, Inc. Reduced -44,636-44.6k
Bullseye Investment Management, LLC Reduced -36,610-36.6k
Cetera Investment Advisers Reduced -31,170-31.2k
MBL Wealth, LLC Reduced -20,690-20.7k
OSAIC HOLDINGS, INC. Reduced -20,540-20.5k
JANE STREET GROUP, LLC Reduced -16,361-16.4k

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, Q3 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Cetera Investment Advisers 0.05% of their portfolio SCHAUMBURG, IL 511,132511.1k $24.1m $24.1m 0.05% Reduced -31.2k -31,170
2 Altman Advisors, Inc. 7.95% of their portfolio CHICAGO, IL 378,911378.9k $17.9m $17.9m 7.95% Added +7.5k +7,534
3 McCarthy & Cox 5.78% of their portfolio MARYSVILLE, OH 319,556319.6k $15.1m $15.1m 5.78% Reduced -6.9k -6,932
4 IFP Advisors, Inc 0.44% of their portfolio TAMPA, FL 256,218256.2k $12.1m $12.1m 0.44% Reduced -7.4k -7,402
5 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 204,093204.1k $9.6m $9.6m 0.00% Reduced -3.7k -3,654
6 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 185,701185.7k $8.8m $8.8m 0.01% Added +795 +795
7 OGOREK ANTHONY JOSEPH /NY/ /ADV 2.56% of their portfolio WILLIAMSVILLE, NY 158,143158.1k $7.5m $7.5m 2.56% Unchanged
8 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 146,877146.9k $6.9m $6.9m 0.01% Reduced -350.6k -350,622
9 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 142,735142.7k $6.7m $6.7m 0.02% Reduced -20.5k -20,540
10 MBL Wealth, LLC 0.50% of their portfolio CHARLOTTE, NC 98,06698.1k $4.6m $4.6m 0.50% Reduced -20.7k -20,690
11 CWM, LLC 0.02% of their portfolio OMAHA, NE 92,57992.6k $4.4m $4.4m 0.02% Reduced -56.1k -56,054
12 Bullseye Investment Management, LLC 2.39% of their portfolio CINCINNATI, OH 92,28292.3k $4.1m $4.1m 2.39% Reduced -36.6k -36,610
13 REAP Financial Group, LLC 1.03% of their portfolio AUSTIN, TX 89,19389.2k $4.2m $4.2m 1.03% Added +4.5k +4,462
14 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 70,73070.7k $3.3m $3.3m 0.00% Reduced -9.0k -9,028
15 DHJJ Financial Advisors, Ltd. 1.26% of their portfolio NAPERVILLE, IL 67,38467.4k $3.2m $3.2m 1.26% Reduced -1.8k -1,778
16 ERn Financial, LLC 0.48% of their portfolio MIDDLETON, WI 66,18166.2k $3.1m $3.1m 0.48% Reduced -76.1k -76,069
17 Fragasso Financial Advisors Inc 0.24% of their portfolio SEWICKLEY, PA 65,48965.5k $3.1m $3.1m 0.24% Unchanged
18 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 63,99264.0k $3.0m $3.0m 0.01% Added +42.6k +42,572
19 KESTRA PRIVATE WEALTH SERVICES, LLC 0.06% of their portfolio AUSTIN, TX 63,81563.8k $3.0m $3.0m 0.06% Reduced -6.0k -6,012
20 Mariner, LLC 0.01% of their portfolio Overland Park, KS 63,37363.4k $3.0m $3.0m 0.01% Reduced -367 -367
21 McKinley Carter Wealth Services, Inc. 0.17% of their portfolio WHEELING, WV 60,46560.5k $2.9m $2.9m 0.17% Unchanged
22 Keystone Wealth Services, LLC 0.67% of their portfolio PALM DESERT, CA 51,26051.3k $2.4m $2.4m 0.67% Unchanged
23 Integrated Wealth Concepts LLC 0.03% of their portfolio WALTHAM, MA 47,56847.6k $2.2m $2.2m 0.03% Added +308 +308
24 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 46,98547.0k $2.2m $2.2m 0.01% Added +4.6k +4,562
25 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 46,00146.0k $2.2m $2.2m 0.00% Added +25.7k +25,663
26 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 43,66743.7k $2.1m $2.1m 0.02% Reduced -80 -80
27 Integrity Financial Corp /WA 1.18% of their portfolio JACKSON, WY 42,48942.5k $2.0m $2.0m 1.18% Reduced -3.8k -3,777
28 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 40,81840.8k $1.9m $1.9m 0.01% Reduced -4.9k -4,873
29 Plotkin Financial Advisors, LLC 0.98% of their portfolio CHEVY CHASE, MD 34,72734.7k $1.6m $1.6m 0.98% Reduced -8.3k -8,343
30 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 33,46233.5k $1.6m $1.6m 0.00% Added +212 +212
31 HARBOUR INVESTMENTS, INC. 0.04% of their portfolio MADISON, WI 31,61831.6k $1.5m $1.5m 0.04% Reduced -918 -918
32 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.03% of their portfolio LOS ANGELES, CA 28,56828.6k $1.3m $1.3m 0.03% Unchanged
33 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 25,76325.8k $1.2m $1.2m 0.01% Reduced -10.7k -10,696
34 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 25,41425.4k $1.2m $1.2m 0.00% Reduced -1.1k -1,058
35 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 22,87022.9k $1.1m $1.1m 0.01% Reduced -3.5k -3,495
36 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 21,68321.7k $1.0m $1.0m 0.01% Unchanged
37 Tanglewood Legacy Advisors, LLC 0.43% of their portfolio HOUSTON, TX 20,61420.6k $972.5k $972.5k 0.43% Reduced -1.5k -1,485
38 Oder Investment Management, LLC 0.81% of their portfolio WOODLAND HILLS, CA 19,96020.0k $941.6k $941.6k 0.81% Unchanged
39 Pitti Group Wealth Management, LLC 0.88% of their portfolio VICTOR, NY 18,98119.0k $807.0k $807.0k 0.88% Unchanged
40 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 18,38518.4k $867.0k $867.0k 0.00% Reduced -1.6k -1,600
41 Sunbelt Securities, Inc. 0.08% of their portfolio HOUSTON, TX 18,20518.2k $858.9k $858.9k 0.08% Unchanged
42 1ST SOURCE BANK 0.05% of their portfolio SOUTH BEND, IN 18,00018.0k $849.2k $849.2k 0.05% Unchanged
43 GTS SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 17,00117.0k $802.1k $802.1k 0.02% Added +1.1k +1,058
44 FSB PREMIER WEALTH MANAGEMENT, INC. 0.32% of their portfolio WATERLOO, IA 16,56816.6k $781.6k $781.6k 0.32% Reduced -1.3k -1,286
45 Bouchey Financial Group, Ltd. 0.07% of their portfolio TROY, NY 16,06116.1k $757.7k $757.7k 0.07% Reduced -543 -543
46 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 15,97416.0k $753.6k $753.6k 0.00% Added +876 +876
47 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 15,20615.2k $717.4k $717.4k 0.01% Added +90 +90
48 Clear Point Advisors Inc. 0.55% of their portfolio MELVILLE, NY 15,01215.0k $708.2k $708.2k 0.55% Unchanged
49 Ameritas Advisory Services, LLC 0.03% of their portfolio Lincoln, NE 14,03314.0k $662.0k $662.0k 0.03% Unchanged
50 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 14,01414.0k $645.1k $645.1k 0.01% Unchanged
51 Harvest Investment Services, LLC 0.21% of their portfolio Oakbrook Terrace, IL 13,82313.8k $652.1k $652.1k 0.21% Unchanged
52 TOWNSQUARE CAPITAL LLC 0.01% of their portfolio Lehi, UT 13,62213.6k $642.6k $642.6k 0.01% Reduced -349 -349
53 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 13,11213.1k $631.1k $631.1k 0.00% Reduced -850 -850
54 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 11,55111.6k $545.0k $545.0k 0.00% Reduced -14 -14
55 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 11,29611.3k $532.9k $532.9k 0.00% Reduced -1.6k -1,584
56 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 11,14111.1k $525.6k $525.6k 0.00% Reduced -722 -722
57 ARBOR CAPITAL MANAGEMENT INC /ADV 0.49% of their portfolio ANCHORAGE, AK 11,03411.0k $519.7k $519.7k 0.49% Reduced -216 -216
58 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.03% of their portfolio BIRMINGHAM, AL 10,66610.7k $503.2k $503.2k 0.03% Reduced -421 -421
59 Valtinson Bruner Financial Planning LLC 0.17% of their portfolio NEW BRIGHTON, MN 10,25110.3k $483.6k $483.6k 0.17% Reduced -24 -24
60 STAR Financial Bank 0.32% of their portfolio FORT WAYNE, IN 10,13110.1k $477.9k $477.9k 0.32% Reduced -6.5k -6,500
61 JOURNEY STRATEGIC WEALTH LLC 0.02% of their portfolio SUMMIT, NJ 10,04610.0k $473.9k $473.9k 0.02% Reduced -143 -143
62 Schulz Wealth, LTD. 0.35% of their portfolio MANSFIELD, TX 9,6659.7k $456.0k $456.0k 0.35% Unchanged
63 CoreCap Advisors, LLC 0.02% of their portfolio SOUTHFIELD, MI 9,6209.6k $453.8k $453.8k 0.02% Added +980 +980
64 Ifrah Financial Services, Inc. 0.12% of their portfolio Little Rock, AR 9,4559.5k $446.1k $446.1k 0.12% Reduced -94 -94
65 FWG Investments, LLC. 0.38% of their portfolio LEXINGTON, KY 9,4199.4k $444.4k $444.4k 0.38% Reduced -285 -285
66 Strategic Blueprint, LLC 0.03% of their portfolio ATLANTA, GA 8,9679.0k $423.0k $423.0k 0.03% Reduced -2.8k -2,770
67 KINGSWOOD WEALTH ADVISORS, LLC 0.03% of their portfolio SAN DIEGO, CA 8,9498.9k $421.8k $421.8k 0.03% Reduced -4.3k -4,251
68 SCOTIA CAPITAL INC. 0.00% of their portfolio TORONTO, A6 8,4738.5k $399.7k $399.7k 0.00% Reduced -1.6k -1,579
69 LANARK FINANCIAL, INC. 0.03% of their portfolio BIRMINGHAM, AL 8,4328.4k $397.0k $397.0k 0.03% Reduced -8.4k -8,406
70 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 7,8857.9k $372.0k $372.0k 0.01% Added +558 +558
71 STEPHENS INC /AR/ 0.01% of their portfolio LITTLE ROCK, AR 7,7347.7k $364.9k $364.9k 0.01% Reduced -45.2k -45,215
72 Aurora Private Wealth, Inc. 0.28% of their portfolio ROCKAWAY, NJ 7,6807.7k $362.0k $362.0k 0.28% Reduced -44.6k -44,636
73 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 7,4927.5k $353.4k $353.4k 0.00% Added +50 +50
74 ForthRight Wealth Management, LLC 0.12% of their portfolio ALPHARETTA, GA 7,3857.4k $348.4k $348.4k 0.12% Unchanged
75 Main Street Financial Solutions, LLC 0.03% of their portfolio NEWTOWN, PA 7,3717.4k $347.7k $347.7k 0.03% Unchanged
76 Spire Wealth Management 0.01% of their portfolio MCLEAN, VA 7,3647.4k $347.4k $347.4k 0.01% Reduced -551 -551
77 TFB Advisors LLC 0.10% of their portfolio OVERLAND PARK, KS 7,3237.3k $345.5k $345.5k 0.10% Added +1.7k +1,723
78 FLAGSTAR SECURITIES, INC 0.08% of their portfolio New York, NY 6,9597.0k $328.3k $328.3k 0.08% Unchanged
79 FOUNDERS FINANCIAL SECURITIES LLC 0.03% of their portfolio TOWSON, MD 6,8346.8k $322.4k $322.4k 0.03% New
80 Prosperity Consulting Group, LLC 0.02% of their portfolio OWINGS MILLS, MD 6,6396.6k $313.2k $313.2k 0.02% New
81 Signal Advisors Wealth, LLC 0.04% of their portfolio DETROIT, MI 6,2826.3k $296.4k $296.4k 0.04% Added +1.5k +1,485
82 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 6,1796.2k $291.5k $291.5k 0.00% Reduced -16.4k -16,361
83 StoneX Group Inc. 0.02% of their portfolio NEW YORK, NY 6,1726.2k $291.2k $291.2k 0.02% Reduced -1.1k -1,144
84 Catalina Capital Group, LLC 0.10% of their portfolio Torrance, CA 6,0756.1k $286.6k $286.6k 0.10% Unchanged
85 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 5,8905.9k $277.9k $277.9k 0.00% Unchanged
86 Wealthspire Retirement, LLC 0.02% of their portfolio ALISO VIEJO, CA 5,7045.7k $269.1k $269.1k 0.02% Unchanged
87 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 5,2005.2k $245.3k $245.3k 0.00% Unchanged
88 LVZ, Inc. 0.03% of their portfolio Holland, MI 5,1235.1k $241.7k $241.7k 0.03% Unchanged
89 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 5,0755.1k $239.4k $239.4k 0.00% Reduced -1.0k -1,000
90 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 4,6604.7k $219.8k $219.8k 0.01% Unchanged
91 SECURED RETIREMENT ADVISORS, LLC 0.16% of their portfolio ST LOUIS PARK, MN 4,5894.6k $216.5k $216.5k 0.16% Reduced -606 -606
92 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 4,5034.5k $212.4k $212.4k 0.00% Reduced -10 -10
93 Brookstone Capital Management 0.00% of their portfolio WHEATON, IL 4,4944.5k $212.0k $212.0k 0.00% Reduced -3 -3
94 BEACON FINANCIAL GROUP 0.02% of their portfolio DALLAS, TX 4,4604.5k $210.4k $210.4k 0.02% Unchanged
95 Naviter Wealth, LLC 0.03% of their portfolio LITTLE ROCK, AR 4,3754.4k $206.4k $206.4k 0.03% Reduced -339 -339
96 TCFG WEALTH MANAGEMENT, LLC 0.10% of their portfolio LAGUNA NIGUEL, CA 4,3374.3k $204.6k $204.6k 0.10% First filing
97 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 4,2504.2k $200.5k $200.5k 0.00% New
98 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 3,6463.6k $172.0k $172.0k 0.00% Unchanged
99 UBS Group AG 0.00% of their portfolio ZURICH, V8 3,6383.6k $171.6k $171.6k 0.00% Added +1.7k +1,656
100 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 3,4253.4k $161.6k $161.6k 0.00% Unchanged