Vault-13

FIRST TR EXCHNG TRADED FD VI FNOV

FT VEST US EQT · ETP · CUSIP 33740F847

141 institutional holders -11 vs Q4 2024
4,835,3854.8m shares reported held*
$224.5mreported value*
10 new 30 added 57 reduced 20 sold out net sold ≈ $83.6m (-1.8m 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 ≈ $46.43.

Trends to Q1 2025

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: 152Q1 25: 141141Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202277
Q4 202291
Q1 202398
Q2 202394
Q3 202392
Q4 2023114
Q1 2024104
Q2 2024112
Q3 2024114
Q4 2024152
Q1 2025141

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 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 24Q4 24: 94 bought or addedQ4 24: 40 cut or sold outQ1 25: 40 bought or addedQ1 25: 77 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20232554
Q3 20232255
Q4 20236438
Q1 20242565
Q2 20242961
Q3 20242461
Q4 20249440
Q1 20254077

Biggest buyers

COMMONWEALTH EQUITY SERVICES, LLC Added +51,961+52.0k
RAYMOND JAMES FINANCIAL INC Added +40,151+40.2k
ASSETMARK, INC Added +38,951+39.0k
OLD MISSION CAPITAL LLC New +36,298+36.3k
Advisory Services Network, LLC Added +33,907+33.9k
OSAIC HOLDINGS, INC. Added +25,109+25.1k
BECK CAPITAL MANAGEMENT, LLC New +22,499+22.5k
Farther Finance Advisors, LLC Added +21,776+21.8k
LANARK FINANCIAL, INC. Added +12,776+12.8k
Strategic Blueprint, LLC Added +11,384+11.4k

Biggest sellers

Altman Advisors, Inc. Reduced -306,589-306.6k
ENVESTNET ASSET MANAGEMENT INC Reduced -296,478-296.5k
Cetera Investment Advisers Reduced -291,598-291.6k
McCarthy & Cox Reduced -279,391-279.4k
IFP Advisors, Inc Reduced -225,341-225.3k
WealthPlan Investment Management, LLC Sold out -174,540-174.5k
CreativeOne Wealth, LLC Reduced -112,584-112.6k
Clear Creek Financial Management, LLC Sold out -109,072-109.1k
WealthPLAN Partners, LLC Sold out -100,272-100.3k
Cambridge Investment Research Advisors, Inc. Reduced -45,157-45.2k

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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Cetera Investment Advisers 0.05% of their portfolio SCHAUMBURG, IL 514,416514.4k $24.0m $24.0m 0.05% Reduced -291.6k -291,598
2 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 439,559439.6k $20.5m $20.5m 0.01% Added +40.2k +40,151
3 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 377,260377.3k $17.6m $17.6m 0.04% Added +25.1k +25,109
4 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 249,111249.1k $11.6m $11.6m 0.02% Added +52.0k +51,961
5 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 212,647212.6k $9.9m $9.9m 0.00% Added +5.6k +5,611
6 CWM, LLC 0.03% of their portfolio OMAHA, NE 172,722172.7k $8.1m $8.1m 0.03% Reduced -782 -782
7 OGOREK ANTHONY JOSEPH /NY/ /ADV 2.42% of their portfolio WILLIAMSVILLE, NY 157,764157.8k $7.4m $7.4m 2.42% Reduced -304 -304
8 ASSETMARK, INC 0.02% of their portfolio CONCORD, CA 138,849138.8k $6.5m $6.5m 0.02% Added +39.0k +38,951
9 Altman Advisors, Inc. 1.63% of their portfolio CHICAGO, IL 100,891100.9k $3.5m $3.5m 1.63% Reduced -306.6k -306,589
10 MBL Wealth, LLC 0.46% of their portfolio CHARLOTTE, NC 97,02797.0k $4.5m $4.5m 0.46% Reduced -1.6k -1,591
11 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 96,84396.8k $4.5m $4.5m 0.00% Reduced -296.5k -296,478
12 REAP Financial Group, LLC 0.92% of their portfolio AUSTIN, TX 79,91279.9k $3.7m $3.7m 0.92% Reduced -2.8k -2,759
13 Bison Wealth, LLC 0.34% of their portfolio ATLANTA, GA 78,68178.7k $3.7m $3.7m 0.34% Reduced -6.0k -6,009
14 Mariner, LLC 0.00% of their portfolio Overland Park, KS 63,96264.0k $3.0m $3.0m 0.00% Added +882 +882
15 DHJJ Financial Advisors, Ltd. 1.19% of their portfolio NAPERVILLE, IL 63,14163.1k $2.9m $2.9m 1.19% Reduced -1.3k -1,341
16 ERn Financial, LLC 0.46% of their portfolio MIDDLETON, WI 62,49562.5k $2.9m $2.9m 0.46% Reduced -3.0k -2,979
17 McKinley Carter Wealth Services, Inc. 0.18% of their portfolio WHEELING, WV 61,38661.4k $2.9m $2.9m 0.18% Unchanged
18 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 60,93760.9k $2.8m $2.8m 0.01% Reduced -45.2k -45,157
19 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 54,27254.3k $2.5m $2.5m 0.01% Reduced -1.8k -1,849
20 McCarthy & Cox 1.09% of their portfolio MARYSVILLE, OH 53,54653.5k $2.5m $2.5m 1.09% Reduced -279.4k -279,391
21 RiverTree Advisors, LLC 1.62% of their portfolio WINTER PARK, FL 51,76051.8k $2.4m $2.4m 1.62% Unchanged
22 Keystone Wealth Services, LLC 0.64% of their portfolio PALM DESERT, CA 50,25650.3k $2.3m $2.3m 0.64% Reduced -2.7k -2,700
23 Integrity Financial Corp /WA 1.31% of their portfolio JACKSON, WY 49,29249.3k $2.3m $2.3m 1.31% Added +3.1k +3,115
24 KESTRA PRIVATE WEALTH SERVICES, LLC 0.04% of their portfolio AUSTIN, TX 48,19548.2k $2.2m $2.2m 0.04% Reduced -2.8k -2,848
25 Integrated Wealth Concepts LLC 0.03% of their portfolio WALTHAM, MA 47,88747.9k $2.2m $2.2m 0.03% Added +319 +319
26 Faithward Advisors, LLC 0.38% of their portfolio LANCASTER, PA 46,39346.4k $2.2m $2.2m 0.38% Reduced -171 -171
27 Fragasso Financial Advisors Inc 0.15% of their portfolio SEWICKLEY, PA 44,41744.4k $2.1m $2.1m 0.15% Reduced -2.7k -2,662
28 Advisory Services Network, LLC 0.04% of their portfolio ATLANTA, GA 44,31744.3k $2.1m $2.1m 0.04% Added +33.9k +33,907
29 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 43,06443.1k $2.0m $2.0m 0.02% Reduced -185 -185
30 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 39,42939.4k $1.8m $1.8m 0.01% Reduced -8 -8
31 FSB PREMIER WEALTH MANAGEMENT, INC. 0.69% of their portfolio WATERLOO, IA 37,83337.8k $1.8m $1.8m 0.69% Reduced -364 -364
32 HARBOUR INVESTMENTS, INC. 0.05% of their portfolio MADISON, WI 37,05637.1k $1.7m $1.7m 0.05% Added +14 +14
33 OLD MISSION CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 36,29836.3k $1.7m $1.7m 0.03% New
34 Plotkin Financial Advisors, LLC 0.97% of their portfolio CHEVY CHASE, MD 33,83333.8k $1.6m $1.6m 0.97% Reduced -22 -22
35 Integrated Advisors Network LLC 0.07% of their portfolio DALLAS, TX 30,82730.8k $1.4m $1.4m 0.07% Added +812 +812
36 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 29,87329.9k $1.4m $1.4m 0.01% Reduced -23.8k -23,816
37 IFP Advisors, Inc 0.04% of their portfolio TAMPA, FL 28,87328.9k $1.3m $1.3m 0.04% Reduced -225.3k -225,341
38 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.03% of their portfolio LOS ANGELES, CA 28,05028.1k $1.3m $1.3m 0.03% Reduced -518 -518
39 Strategic Blueprint, LLC 0.07% of their portfolio ATLANTA, GA 27,75127.8k $1.3m $1.3m 0.07% Added +11.4k +11,384
40 FWG Investments, LLC. 1.42% of their portfolio LEXINGTON, KY 25,91125.9k $1.2m $1.2m 1.42% Added +321 +321
41 Tanglewood Legacy Advisors, LLC 0.51% of their portfolio HOUSTON, TX 25,03725.0k $1.2m $1.2m 0.51% Reduced -2.8k -2,769
42 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 24,05224.1k $1.1m $1.1m 0.01% Reduced -619 -619
43 BECK CAPITAL MANAGEMENT, LLC 0.31% of their portfolio AUSTIN, TX 22,49922.5k $1.1m $1.1m 0.31% New
44 Bleakley Financial Group, LLC 0.03% of their portfolio PARSIPPANY, NJ 22,48322.5k $1.0m $1.0m 0.03% Reduced -4.9k -4,942
45 Farther Finance Advisors, LLC 0.03% of their portfolio SAN FRANCISCO, CA 22,31922.3k $1.0m $1.0m 0.03% Added +21.8k +21,776
46 1ST SOURCE BANK 0.06% of their portfolio SOUTH BEND, IN 20,61120.6k $961.9k $961.9k 0.06% Unchanged
47 Ameritas Advisory Services, LLC 0.04% of their portfolio Lincoln, NE 20,28420.3k $961.6k $961.6k 0.04% Added +2.6k +2,598
48 Oder Investment Management, LLC 0.79% of their portfolio WOODLAND HILLS, CA 19,96020.0k $931.5k $931.5k 0.79% Unchanged
49 FOUNDERS FINANCIAL SECURITIES LLC 0.08% of their portfolio TOWSON, MD 19,50219.5k $901.7k $901.7k 0.08% Added +5.1k +5,052
50 Harvest Investment Services, LLC 0.25% of their portfolio Oakbrook Terrace, IL 19,14719.1k $893.6k $893.6k 0.25% Reduced -624 -624
51 CENTAURUS FINANCIAL, INC. 0.05% of their portfolio ANAHEIM, CA 18,96919.0k $885.0k $885.0k 0.05% Unchanged
52 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 18,41918.4k $859.6k $859.6k 0.01% Added +9.4k +9,421
53 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 18,24918.2k $851.7k $851.7k 0.00% Reduced -436 -436
54 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 17,56917.6k $820.0k $820.0k 0.00% Reduced -2.5k -2,469
55 Sunbelt Securities, Inc. 0.07% of their portfolio HOUSTON, TX 16,97817.0k $792.4k $792.4k 0.07% Reduced -657 -657
56 Stonebridge Financial Group, LLC 0.08% of their portfolio Wormleysburg, PA 16,88216.9k $787.9k $787.9k 0.08% Unchanged
57 Pitti Group Wealth Management, LLC 0.80% of their portfolio VICTOR, NY 16,67616.7k $778.3k $778.3k 0.80% Reduced -155 -155
58 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 16,28416.3k $760.0k $760.0k 0.01% Reduced -8.4k -8,422
59 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 15,75115.8k $735.1k $735.1k 0.00% Reduced -267 -267
60 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 15,57315.6k $726.8k $726.8k 0.01% Reduced -26 -26
61 STEPHENS INC /AR/ 0.01% of their portfolio LITTLE ROCK, AR 15,19015.2k $708.9k $708.9k 0.01% Added +5.7k +5,740
62 TFB Advisors LLC 0.20% of their portfolio OVERLAND PARK, KS 14,90414.9k $695.6k $695.6k 0.20% Added +3.6k +3,589
63 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 14,87414.9k $694.2k $694.2k 0.00% Added +2.5k +2,504
64 TOWNSQUARE CAPITAL LLC 0.01% of their portfolio Lehi, UT 14,83614.8k $692.4k $692.4k 0.01% Reduced -391 -391
65 Arkadios Wealth Advisors 0.03% of their portfolio ATLANTA, GA 14,82314.8k $691.8k $691.8k 0.03% Added +1.8k +1,777
66 1776 Wealth LLC 0.31% of their portfolio ATLANTA, GA 14,53214.5k $678.2k $678.2k 0.31% Unchanged
67 Clear Point Advisors Inc. 0.61% of their portfolio MELVILLE, NY 14,45214.5k $674.5k $674.5k 0.61% Unchanged
68 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 13,68313.7k $638.6k $638.6k 0.00% Unchanged
69 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 13,36613.4k $623.8k $623.8k 0.01% Unchanged
70 NOVEM GROUP 0.09% of their portfolio Rochester, NY 13,07213.1k $610.1k $610.1k 0.09% Unchanged
71 Clearstead Advisors, LLC 0.01% of their portfolio CLEVELAND, OH 12,94712.9k $604.2k $604.2k 0.01% Unchanged
72 Schulz Wealth, LTD. 0.46% of their portfolio MANSFIELD, TX 12,87512.9k $600.9k $600.9k 0.46% Unchanged
73 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 12,86512.9k $600.4k $600.4k 0.00% Unchanged
74 LANARK FINANCIAL, INC. 0.05% of their portfolio BIRMINGHAM, AL 12,78912.8k $596.0k $596.0k 0.05% Added +12.8k +12,776
75 CoreCap Advisors, LLC 0.02% of their portfolio SOUTHFIELD, MI 12,04012.0k $561.9k $561.9k 0.02% Added +1.0k +1,043
76 Bullseye Investment Management, LLC 0.33% of their portfolio CINCINNATI, OH 11,45011.4k $534.4k $534.4k 0.33% Reduced -366 -366
77 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 11,42211.4k $533.1k $533.1k 0.00% Reduced -1.2k -1,194
78 Ignite Planners, LLC 0.10% of their portfolio SAN CLEMENTE, CA 11,32611.3k $527.0k $527.0k 0.10% Reduced -1.5k -1,490
79 ARBOR CAPITAL MANAGEMENT INC /ADV 0.49% of their portfolio ANCHORAGE, AK 10,74010.7k $502.4k $502.4k 0.49% Added +347 +347
80 NEW WAVE WEALTH ADVISORS LLC 0.22% of their portfolio SPRINGDALE, AR 10,44910.4k $487.7k $487.7k 0.22% Added +2.0k +2,041
81 Valtinson Bruner Financial Planning LLC 0.16% of their portfolio NEW BRIGHTON, MN 9,99910.0k $466.7k $466.7k 0.16% Unchanged
82 INSIGNEO ADVISORY SERVICES, LLC 0.05% of their portfolio MIAMI, FL 9,9139.9k $462.6k $462.6k 0.05% Unchanged
83 JOURNEY STRATEGIC WEALTH LLC 0.02% of their portfolio SUMMIT, NJ 9,5309.5k $444.8k $444.8k 0.02% Reduced -351 -351
84 SAGESPRING WEALTH PARTNERS, LLC 0.01% of their portfolio FRANKLIN, TN 9,4729.5k $442.1k $442.1k 0.01% New
85 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 9,3679.4k $437.2k $437.2k 0.01% Reduced -112.6k -112,584
86 Ifrah Financial Services, Inc. 0.12% of their portfolio Little Rock, AR 8,9238.9k $416.4k $416.4k 0.12% Reduced -394 -394
87 KINGSWOOD WEALTH ADVISORS, LLC 0.04% of their portfolio SAN DIEGO, CA 8,5998.6k $401.8k $401.8k 0.04% Reduced -8.6k -8,599
88 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 8,4008.4k $392.0k $392.0k 0.00% Unchanged
89 Main Street Financial Solutions, LLC 0.03% of their portfolio NEWTOWN, PA 7,7007.7k $359.4k $359.4k 0.03% Unchanged
90 Prosperity Consulting Group, LLC 0.03% of their portfolio OWINGS MILLS, MD 7,4897.5k $349.5k $349.5k 0.03% Added +150 +150
91 Sowell Financial Services LLC 0.02% of their portfolio NORTH LITTLE ROCK, AR 7,4287.4k $346.7k $346.7k 0.02% New
92 ForthRight Wealth Management, LLC 0.11% of their portfolio ALPHARETTA, GA 7,3657.4k $343.7k $343.7k 0.11% Unchanged
93 BEACON FINANCIAL GROUP 0.04% of their portfolio DALLAS, TX 7,2607.3k $338.8k $338.8k 0.04% Unchanged
94 FLAGSTAR SECURITIES, INC 0.09% of their portfolio New York, NY 7,2277.2k $337.3k $337.3k 0.09% Unchanged
95 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 7,1637.2k $334.3k $334.3k 0.00% Reduced -17.1k -17,103
96 Wealthspire Retirement, LLC 0.03% of their portfolio ALISO VIEJO, CA 7,0847.1k $330.6k $330.6k 0.03% Unchanged
97 Catalina Capital Group, LLC 0.22% of their portfolio Torrance, CA 6,9527.0k $324.5k $324.5k 0.22% Unchanged
98 Accel Wealth Management 0.11% of their portfolio WAVERLY, IA 6,6656.7k $311.1k $311.1k 0.11% Unchanged
99 Modern Wealth Management, LLC 0.01% of their portfolio KANSAS CITY, MO 6,5006.5k $303.4k $303.4k 0.01% Unchanged
100 LEGACY SOLUTIONS, LLC 0.33% of their portfolio KENNETT SQUARE, PA 6,4466.4k $300.8k $300.8k 0.33% Unchanged