Vault-13

FIRST TR EXCHNG TRADED FD VI FNOV

FT VEST US EQT · ETP · CUSIP 33740F847

152 institutional holders +38 vs Q3 2024
6,626,9746.6m shares reported held*
$315.8mreported value*
38 new 56 added 30 reduced 10 sold out net bought ≈ $94.8m (+2.0m 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 ≈ $47.65.

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 77Q4 22: 91Q1 23: 98Q2 23: 94Q3 23: 92Q4 23: 114Q1 24: 104Q2 24: 112Q3 24: 114Q4 24: 152152Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 202277
Q4 202291
Q1 202398
Q2 202394
Q3 202392
Q4 2023114
Q1 2024104
Q2 2024112
Q3 2024114
Q4 2024152

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q1 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 24Q3 24: 24 bought or addedQ3 24: 61 cut or sold outQ4 24: 94 bought or addedQ4 24: 40 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 20233843
Q2 20232554
Q3 20232255
Q4 20236438
Q1 20242565
Q2 20242961
Q3 20242461
Q4 20249440

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +359,859+359.9k
Cetera Investment Advisers Added +294,882+294.9k
OSAIC HOLDINGS, INC. Added +209,416+209.4k
WealthPlan Investment Management, LLC New +174,540+174.5k
CreativeOne Wealth, LLC New +121,951+122.0k
Clear Creek Financial Management, LLC New +109,072+109.1k
WealthPLAN Partners, LLC New +100,272+100.3k
CWM, LLC Added +80,925+80.9k
Cambridge Investment Research Advisors, Inc. Added +59,109+59.1k
RiverTree Advisors, LLC New +51,760+51.8k

Biggest sellers

Bullseye Investment Management, LLC Reduced -80,466-80.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -33,524-33.5k
JPMORGAN CHASE & CO Reduced -22,478-22.5k
Fragasso Financial Advisors Inc Reduced -18,410-18.4k
GTS SECURITIES LLC Sold out -17,001-17.0k
Bouchey Financial Group, Ltd. Sold out -16,061-16.1k
KESTRA PRIVATE WEALTH SERVICES, LLC Reduced -12,772-12.8k
STAR Financial Bank Sold out -10,131-10.1k
LANARK FINANCIAL, INC. Reduced -8,419-8.4k
REAP Financial Group, LLC Reduced -6,522-6.5k

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 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Cetera Investment Advisers 0.08% of their portfolio SCHAUMBURG, IL 806,014806.0k $38.5m $38.5m 0.08% Added +294.9k +294,882
2 Altman Advisors, Inc. 7.80% of their portfolio CHICAGO, IL 407,480407.5k $18.3m $18.3m 7.80% Added +28.6k +28,569
3 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 399,408399.4k $19.1m $19.1m 0.01% First filing
4 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 393,321393.3k $18.8m $18.8m 0.01% Added +359.9k +359,859
5 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 352,151352.2k $16.8m $16.8m 0.04% Added +209.4k +209,416
6 McCarthy & Cox 5.53% of their portfolio MARYSVILLE, OH 332,937332.9k $15.9m $15.9m 5.53% Added +13.4k +13,381
7 IFP Advisors, Inc 0.40% of their portfolio TAMPA, FL 254,214254.2k $12.2m $12.2m 0.40% Reduced -2.0k -2,004
8 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 207,036207.0k $9.9m $9.9m 0.00% Added +2.9k +2,943
9 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 197,150197.2k $9.4m $9.4m 0.01% Added +50.3k +50,273
10 WealthPlan Investment Management, LLC 0.82% of their portfolio OMAHA, NE 174,540174.5k $8.3m $8.3m 0.82% New
11 CWM, LLC 0.03% of their portfolio OMAHA, NE 173,504173.5k $8.3m $8.3m 0.03% Added +80.9k +80,925
12 OGOREK ANTHONY JOSEPH /NY/ /ADV 2.40% of their portfolio WILLIAMSVILLE, NY 158,068158.1k $7.6m $7.6m 2.40% Reduced -75 -75
13 CreativeOne Wealth, LLC 0.18% of their portfolio OVERLAND PARK, KS 121,951122.0k $5.8m $5.8m 0.18% New
14 Clear Creek Financial Management, LLC 0.56% of their portfolio SILVERDALE, WA 109,072109.1k $5.2m $5.2m 0.56% New
15 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 106,094106.1k $5.1m $5.1m 0.02% Added +59.1k +59,109
16 WealthPLAN Partners, LLC 0.68% of their portfolio OMAHA, NE 100,272100.3k $4.8m $4.8m 0.68% New
17 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 99,89899.9k $4.8m $4.8m 0.01% Added +35.9k +35,906
18 MBL Wealth, LLC 0.47% of their portfolio CHARLOTTE, NC 98,61898.6k $4.7m $4.7m 0.47% Added +552 +552
19 Bison Wealth, LLC 0.50% of their portfolio ATLANTA, GA 84,69084.7k $4.0m $4.0m 0.50% First filing
20 REAP Financial Group, LLC 0.98% of their portfolio AUSTIN, TX 82,67182.7k $4.0m $4.0m 0.98% Reduced -6.5k -6,522
21 ERn Financial, LLC 0.47% of their portfolio MIDDLETON, WI 65,47465.5k $3.1m $3.1m 0.47% Reduced -707 -707
22 DHJJ Financial Advisors, Ltd. 1.20% of their portfolio NAPERVILLE, IL 64,48264.5k $3.1m $3.1m 1.20% Reduced -2.9k -2,902
23 Mariner, LLC 0.01% of their portfolio Overland Park, KS 63,08063.1k $3.0m $3.0m 0.01% Reduced -293 -293
24 McKinley Carter Wealth Services, Inc. 0.18% of their portfolio WHEELING, WV 61,38661.4k $2.9m $2.9m 0.18% Added +921 +921
25 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 56,12156.1k $2.7m $2.7m 0.01% Added +15.3k +15,303
26 AVANTAX ADVISORY SERVICES, INC. 0.02% of their portfolio DALLAS, TX 53,68953.7k $2.6m $2.6m 0.02% Added +27.9k +27,926
27 Keystone Wealth Services, LLC 0.67% of their portfolio PALM DESERT, CA 52,95653.0k $2.5m $2.5m 0.67% Added +1.7k +1,696
28 RiverTree Advisors, LLC 1.63% of their portfolio WINTER PARK, FL 51,76051.8k $2.5m $2.5m 1.63% New
29 KESTRA PRIVATE WEALTH SERVICES, LLC 0.04% of their portfolio AUSTIN, TX 51,04351.0k $2.4m $2.4m 0.04% Reduced -12.8k -12,772
30 Integrated Wealth Concepts LLC 0.03% of their portfolio WALTHAM, MA 47,56847.6k $2.3m $2.3m 0.03% Unchanged
31 Fragasso Financial Advisors Inc 0.17% of their portfolio SEWICKLEY, PA 47,07947.1k $2.3m $2.3m 0.17% Reduced -18.4k -18,410
32 Faithward Advisors, LLC 0.38% of their portfolio LANCASTER, PA 46,56446.6k $2.2m $2.2m 0.38% New
33 Integrity Financial Corp /WA 1.27% of their portfolio JACKSON, WY 46,17746.2k $2.2m $2.2m 1.27% Added +3.7k +3,688
34 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 43,24943.2k $2.1m $2.1m 0.02% Reduced -418 -418
35 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 39,43739.4k $1.9m $1.9m 0.01% Added +21.1k +21,052
36 FSB PREMIER WEALTH MANAGEMENT, INC. 0.73% of their portfolio WATERLOO, IA 38,19738.2k $1.8m $1.8m 0.73% Added +21.6k +21,629
37 HARBOUR INVESTMENTS, INC. 0.05% of their portfolio MADISON, WI 37,04237.0k $1.8m $1.8m 0.05% Added +5.4k +5,424
38 Plotkin Financial Advisors, LLC 0.96% of their portfolio CHEVY CHASE, MD 33,85533.9k $1.6m $1.6m 0.96% Reduced -872 -872
39 Integrated Advisors Network LLC 0.07% of their portfolio DALLAS, TX 30,01530.0k $1.4m $1.4m 0.07% New
40 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.03% of their portfolio LOS ANGELES, CA 28,56828.6k $1.4m $1.4m 0.03% Unchanged
41 Tanglewood Legacy Advisors, LLC 0.57% of their portfolio HOUSTON, TX 27,80627.8k $1.3m $1.3m 0.57% Added +7.2k +7,192
42 Bleakley Financial Group, LLC 0.04% of their portfolio PARSIPPANY, NJ 27,42527.4k $1.3m $1.3m 0.04% New
43 FWG Investments, LLC. 0.95% of their portfolio LEXINGTON, KY 25,59025.6k $1.2m $1.2m 0.95% Added +16.2k +16,171
44 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 24,70624.7k $1.2m $1.2m 0.01% Added +3.0k +3,023
45 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 24,67124.7k $1.2m $1.2m 0.01% Added +1.8k +1,801
46 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 24,26624.3k $1.2m $1.2m 0.01% Added +16.8k +16,774
47 1ST SOURCE BANK 0.06% of their portfolio SOUTH BEND, IN 20,61120.6k $985.6k $985.6k 0.06% Added +2.6k +2,611
48 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 20,03820.0k $958.0k $958.0k 0.00% Added +8.5k +8,487
49 Oder Investment Management, LLC 0.80% of their portfolio WOODLAND HILLS, CA 19,96020.0k $954.5k $954.5k 0.80% Unchanged
50 Harvest Investment Services, LLC 0.23% of their portfolio Oakbrook Terrace, IL 19,77119.8k $945.4k $945.4k 0.23% Added +5.9k +5,948
51 CENTAURUS FINANCIAL, INC. 0.06% of their portfolio ANAHEIM, CA 18,96919.0k $907.0k $907.0k 0.06% New
52 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 18,68518.7k $893.5k $893.5k 0.00% Added +2.7k +2,711
53 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.05% of their portfolio BIRMINGHAM, AL 18,35818.4k $898.1k $898.1k 0.05% Added +7.7k +7,692
54 Ameritas Advisory Services, LLC 0.03% of their portfolio Lincoln, NE 17,68617.7k $845.7k $845.7k 0.03% Added +3.7k +3,653
55 Sunbelt Securities, Inc. 0.07% of their portfolio HOUSTON, TX 17,63517.6k $845.6k $845.6k 0.07% Reduced -570 -570
56 KINGSWOOD WEALTH ADVISORS, LLC 0.06% of their portfolio SAN DIEGO, CA 17,19817.2k $822.4k $822.4k 0.06% Added +8.2k +8,249
57 Stonebridge Financial Group, LLC 0.09% of their portfolio Wormleysburg, PA 16,88216.9k $807.3k $807.3k 0.09% First filing
58 Pitti Group Wealth Management, LLC 0.82% of their portfolio VICTOR, NY 16,83116.8k $804.9k $804.9k 0.82% Reduced -2.1k -2,150
59 Strategic Blueprint, LLC 0.05% of their portfolio ATLANTA, GA 16,36716.4k $782.7k $782.7k 0.05% Added +7.4k +7,400
60 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 16,01816.0k $766.0k $766.0k 0.00% New
61 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 15,59915.6k $745.9k $745.9k 0.01% Added +393 +393
62 TOWNSQUARE CAPITAL LLC 0.01% of their portfolio Lehi, UT 15,22715.2k $728.2k $728.2k 0.01% Added +1.6k +1,605
63 1776 Wealth LLC 0.32% of their portfolio ATLANTA, GA 14,53214.5k $694.9k $694.9k 0.32% New
64 Clear Point Advisors Inc. 0.59% of their portfolio MELVILLE, NY 14,45214.5k $691.1k $691.1k 0.59% Reduced -560 -560
65 FOUNDERS FINANCIAL SECURITIES LLC 0.06% of their portfolio TOWSON, MD 14,45014.4k $691.0k $691.0k 0.06% Added +7.6k +7,616
66 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 13,68313.7k $654.3k $654.3k 0.00% Added +2.5k +2,542
67 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 13,36613.4k $639.2k $639.2k 0.01% Added +5.5k +5,481
68 NOVEM GROUP 0.09% of their portfolio Rochester, NY 13,07213.1k $625.1k $625.1k 0.09% First filing
69 Arkadios Wealth Advisors 0.03% of their portfolio ATLANTA, GA 13,04613.0k $623.9k $623.9k 0.03% New
70 Clearstead Advisors, LLC 0.01% of their portfolio CLEVELAND, OH 12,94712.9k $619.1k $619.1k 0.01% New
71 Schulz Wealth, LTD. 0.47% of their portfolio MANSFIELD, TX 12,87512.9k $615.7k $615.7k 0.47% Added +3.2k +3,210
72 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 12,86512.9k $628.5k $628.5k 0.00% Reduced -247 -247
73 Ignite Planners, LLC 0.14% of their portfolio SAN CLEMENTE, CA 12,81612.8k $618.1k $618.1k 0.14% New
74 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 12,61612.6k $603.3k $603.3k 0.00% Added +11.5k +11,490
75 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 12,47712.5k $596.6k $596.6k 0.00% Reduced -33.5k -33,524
76 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 12,37012.4k $591.5k $591.5k 0.00% Added +1.1k +1,074
77 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 12,14112.1k $581.0k $581.0k 0.00% Added +11.3k +11,271
78 Bullseye Investment Management, LLC 0.37% of their portfolio CINCINNATI, OH 11,81611.8k $565.0k $565.0k 0.37% Reduced -80.5k -80,466
79 TFB Advisors LLC 0.15% of their portfolio OVERLAND PARK, KS 11,31511.3k $541.1k $541.1k 0.15% Added +4.0k +3,992
80 CoreCap Advisors, LLC 0.02% of their portfolio SOUTHFIELD, MI 10,99711.0k $525.9k $525.9k 0.02% Added +1.4k +1,377
81 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 10,41010.4k $497.8k $497.8k 0.01% Reduced -3.6k -3,604
82 ARBOR CAPITAL MANAGEMENT INC /ADV 0.50% of their portfolio ANCHORAGE, AK 10,39310.4k $506.1k $506.1k 0.50% Reduced -641 -641
83 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 10,18810.2k $487.2k $487.2k 0.00% New
84 Valtinson Bruner Financial Planning LLC 0.17% of their portfolio NEW BRIGHTON, MN 9,99910.0k $478.2k $478.2k 0.17% Reduced -252 -252
85 INSIGNEO ADVISORY SERVICES, LLC 0.05% of their portfolio MIAMI, FL 9,9139.9k $474.0k $474.0k 0.05% New
86 JOURNEY STRATEGIC WEALTH LLC 0.02% of their portfolio SUMMIT, NJ 9,8819.9k $472.5k $472.5k 0.02% Reduced -165 -165
87 STEPHENS INC /AR/ 0.01% of their portfolio LITTLE ROCK, AR 9,4509.4k $451.9k $451.9k 0.01% Added +1.7k +1,716
88 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 9,3899.4k $449.0k $449.0k 0.00% New
89 Ifrah Financial Services, Inc. 0.12% of their portfolio Little Rock, AR 9,3179.3k $445.5k $445.5k 0.12% Reduced -138 -138
90 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 8,9989.0k $430.3k $430.3k 0.01% Added +4.5k +4,504
91 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 8,4088.4k $402.1k $402.1k 0.00% Added +3.9k +3,905
92 NEW WAVE WEALTH ADVISORS LLC 0.16% of their portfolio SPRINGDALE, AR 8,4088.4k $402.1k $402.1k 0.16% New
93 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 8,4008.4k $401.7k $401.7k 0.00% Added +4.2k +4,150
94 VestGen Investment Management 0.11% of their portfolio EGG HARBOR TOWNSHIP, NJ 8,3488.3k $399.2k $399.2k 0.11% New
95 SCOTIA CAPITAL INC. 0.00% of their portfolio TORONTO, A6 8,1848.2k $391.4k $391.4k 0.00% Reduced -289 -289
96 Main Street Financial Solutions, LLC 0.04% of their portfolio NEWTOWN, PA 7,7007.7k $368.2k $368.2k 0.04% Added +329 +329
97 ForthRight Wealth Management, LLC 0.12% of their portfolio ALPHARETTA, GA 7,3657.4k $352.2k $352.2k 0.12% Reduced -20 -20
98 Prosperity Consulting Group, LLC 0.03% of their portfolio OWINGS MILLS, MD 7,3397.3k $351.0k $351.0k 0.03% Added +700 +700
99 BEACON FINANCIAL GROUP 0.04% of their portfolio DALLAS, TX 7,2607.3k $347.2k $347.2k 0.04% Added +2.8k +2,800
100 FLAGSTAR SECURITIES, INC 0.09% of their portfolio New York, NY 7,2277.2k $345.6k $345.6k 0.09% Added +268 +268