Vault-13

FIRST TR EXCHNG TRADED FD VI FNOV

FT VEST US EQT · ETP · CUSIP 33740F847

149 institutional holders +8 vs Q1 2025
5,418,3425.4m shares reported held*
$269.5mreported value*
16 new 32 added 57 reduced 9 sold out net bought ≈ $28.7m (+585.5k 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 ≈ $49.74.

Trends to Q2 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: 141Q2 25: 149149Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025149

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 24Q1 25: 40 bought or addedQ1 25: 77 cut or sold outQ2 25: 48 bought or addedQ2 25: 66 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20232255
Q4 20236438
Q1 20242565
Q2 20242961
Q3 20242461
Q4 20249440
Q1 20254077
Q2 20254866

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +369,106+369.1k
Cetera Investment Advisers Added +249,041+249.0k
CreativeOne Wealth, LLC Added +106,635+106.6k
ASSETMARK, INC Added +45,423+45.4k
Atria Investments, Inc Added +42,798+42.8k
Clearstead Advisors, LLC Added +39,283+39.3k
Foundations Investment Advisors, LLC New +18,348+18.3k
Financial Engines Advisors L.L.C. New +16,261+16.3k
CITADEL ADVISORS LLC Added +16,085+16.1k
RAYMOND JAMES FINANCIAL INC Added +15,922+15.9k

Biggest sellers

OGOREK ANTHONY JOSEPH /NY/ /ADV Reduced -148,000-148.0k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -64,303-64.3k
RiverTree Advisors, LLC Sold out -51,760-51.8k
OLD MISSION CAPITAL LLC Sold out -36,298-36.3k
MBL Wealth, LLC Reduced -27,981-28.0k
AE Wealth Management LLC Reduced -21,111-21.1k
TOWNSQUARE CAPITAL LLC Sold out -14,836-14.8k
KESTRA PRIVATE WEALTH SERVICES, LLC Reduced -14,029-14.0k
Strategic Blueprint, LLC Reduced -13,450-13.4k
NEW WAVE WEALTH ADVISORS LLC Sold out -10,449-10.4k

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, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Cetera Investment Advisers 0.06% of their portfolio SCHAUMBURG, IL 763,457763.5k $38.3m $38.3m 0.06% Added +249.0k +249,041
2 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 465,949465.9k $23.3m $23.3m 0.01% Added +369.1k +369,106
3 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 455,481455.5k $22.8m $22.8m 0.01% Added +15.9k +15,922
4 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 371,677371.7k $18.5m $18.5m 0.03% Reduced -5.6k -5,583
5 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 223,521223.5k $11.2m $11.2m 0.00% Added +10.9k +10,874
6 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 184,808184.8k $9.3m $9.3m 0.01% Reduced -64.3k -64,303
7 ASSETMARK, INC 0.02% of their portfolio CONCORD, CA 184,272184.3k $9.2m $9.2m 0.02% Added +45.4k +45,423
8 CWM, LLC 0.03% of their portfolio OMAHA, NE 168,729168.7k $8.5m $8.5m 0.03% Reduced -4.0k -3,993
9 CreativeOne Wealth, LLC 0.15% of their portfolio OVERLAND PARK, KS 116,002116.0k $5.8m $5.8m 0.15% Added +106.6k +106,635
10 Altman Advisors, Inc. 1.81% of their portfolio CHICAGO, IL 114,531114.5k $4.4m $4.4m 1.81% Added +13.6k +13,640
11 REAP Financial Group, LLC 0.86% of their portfolio AUSTIN, TX 73,01173.0k $3.7m $3.7m 0.86% Reduced -6.9k -6,901
12 Bison Wealth, LLC 0.28% of their portfolio ATLANTA, GA 71,35871.4k $3.6m $3.6m 0.28% Reduced -7.3k -7,323
13 MBL Wealth, LLC 0.33% of their portfolio CHARLOTTE, NC 69,04669.0k $3.5m $3.5m 0.33% Reduced -28.0k -27,981
14 DHJJ Financial Advisors, Ltd. 1.13% of their portfolio NAPERVILLE, IL 62,44362.4k $3.1m $3.1m 1.13% Reduced -698 -698
15 Mariner, LLC 0.00% of their portfolio Overland Park, KS 61,53161.5k $3.1m $3.1m 0.00% Reduced -2.4k -2,431
16 McKinley Carter Wealth Services, Inc. 0.17% of their portfolio WHEELING, WV 61,38661.4k $3.1m $3.1m 0.17% Unchanged
17 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 59,09059.1k $3.0m $3.0m 0.01% Reduced -1.8k -1,847
18 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 58,95359.0k $3.0m $3.0m 0.01% Added +4.7k +4,681
19 ERn Financial, LLC 0.59% of their portfolio MIDDLETON, WI 55,87555.9k $2.8m $2.8m 0.59% Reduced -6.6k -6,620
20 McCarthy & Cox 0.70% of their portfolio MARYSVILLE, OH 53,06953.1k $2.7m $2.7m 0.70% Reduced -477 -477
21 Clearstead Advisors, LLC 0.03% of their portfolio CLEVELAND, OH 52,23052.2k $2.0m $2.0m 0.03% Added +39.3k +39,283
22 Atria Investments, Inc 0.03% of their portfolio Charlotte, NC 49,96150.0k $2.5m $2.5m 0.03% Added +42.8k +42,798
23 Keystone Wealth Services, LLC 0.59% of their portfolio PALM DESERT, CA 49,19649.2k $2.5m $2.5m 0.59% Reduced -1.1k -1,060
24 Integrity Financial Corp /WA 1.22% of their portfolio JACKSON, WY 47,66747.7k $2.4m $2.4m 1.22% Reduced -1.6k -1,625
25 Integrated Wealth Concepts LLC 0.02% of their portfolio WALTHAM, MA 47,63747.6k $2.4m $2.4m 0.02% Reduced -250 -250
26 Faithward Advisors, LLC 0.36% of their portfolio LANCASTER, PA 46,44246.4k $2.3m $2.3m 0.36% Added +49 +49
27 Advisory Services Network, LLC 0.04% of their portfolio ATLANTA, GA 46,13246.1k $2.4m $2.4m 0.04% Added +1.8k +1,815
28 Fragasso Financial Advisors Inc 0.15% of their portfolio SEWICKLEY, PA 44,50544.5k $2.2m $2.2m 0.15% Added +88 +88
29 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 42,96443.0k $2.2m $2.2m 0.02% Reduced -100 -100
30 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 39,17839.2k $2.0m $2.0m 0.01% Reduced -251 -251
31 HARBOUR INVESTMENTS, INC. 0.05% of their portfolio MADISON, WI 38,24738.2k $1.9m $1.9m 0.05% Added +1.2k +1,191
32 FSB PREMIER WEALTH MANAGEMENT, INC. 0.66% of their portfolio WATERLOO, IA 36,98137.0k $1.9m $1.9m 0.66% Reduced -852 -852
33 KESTRA PRIVATE WEALTH SERVICES, LLC 0.02% of their portfolio AUSTIN, TX 34,16634.2k $1.7m $1.7m 0.02% Reduced -14.0k -14,029
34 Plotkin Financial Advisors, LLC 0.92% of their portfolio CHEVY CHASE, MD 33,13333.1k $1.7m $1.7m 0.92% Reduced -700 -700
35 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 30,88230.9k $1.5m $1.5m 0.00% Added +15.1k +15,131
36 Integrated Advisors Network LLC 0.07% of their portfolio DALLAS, TX 30,32830.3k $1.5m $1.5m 0.07% Reduced -499 -499
37 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 29,53729.5k $1.5m $1.5m 0.01% Reduced -336 -336
38 FWG Investments, LLC. 1.10% of their portfolio LEXINGTON, KY 28,99929.0k $1.5m $1.5m 1.10% Added +3.1k +3,088
39 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.03% of their portfolio LOS ANGELES, CA 28,05028.1k $1.4m $1.4m 0.03% Unchanged
40 Farther Finance Advisors, LLC 0.03% of their portfolio SAN FRANCISCO, CA 25,33925.3k $1.3m $1.3m 0.03% Added +3.0k +3,020
41 Tanglewood Legacy Advisors, LLC 0.51% of their portfolio HOUSTON, TX 25,01625.0k $1.3m $1.3m 0.51% Reduced -21 -21
42 Harvest Investment Services, LLC 0.27% of their portfolio Oakbrook Terrace, IL 23,86223.9k $1.2m $1.2m 0.27% Added +4.7k +4,715
43 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 23,36623.4k $1.2m $1.2m 0.00% Added +5.8k +5,797
44 BECK CAPITAL MANAGEMENT, LLC 0.28% of their portfolio AUSTIN, TX 22,36522.4k $1.1m $1.1m 0.28% Reduced -134 -134
45 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 22,07822.1k $1.1m $1.1m 0.00% Added +16.1k +16,085
46 Bleakley Financial Group, LLC 0.03% of their portfolio PARSIPPANY, NJ 21,63421.6k $1.1m $1.1m 0.03% Reduced -849 -849
47 FOUNDERS FINANCIAL SECURITIES LLC 0.08% of their portfolio TOWSON, MD 20,95721.0k $1.1m $1.1m 0.08% Added +1.5k +1,455
48 1ST SOURCE BANK 0.06% of their portfolio SOUTH BEND, IN 20,61120.6k $1.0m $1.0m 0.06% Unchanged
49 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 20,56820.6k $1.0m $1.0m 0.00% Added +2.3k +2,319
50 Oder Investment Management, LLC 0.76% of their portfolio WOODLAND HILLS, CA 19,96020.0k $1.0m $1.0m 0.76% Unchanged
51 IFP Advisors, Inc 0.03% of their portfolio TAMPA, FL 19,73719.7k $989.0k $989.0k 0.03% Reduced -9.1k -9,136
52 CENTAURUS FINANCIAL, INC. 0.06% of their portfolio ANAHEIM, CA 18,96919.0k $951.0k $951.0k 0.06% Unchanged
53 Foundations Investment Advisors, LLC 0.01% of their portfolio PHOENIX, AZ 18,34818.3k $919.4k $919.4k 0.01% New
54 Prospera Financial Services Inc 0.02% of their portfolio Dallas, TX 18,34118.3k $919.1k $919.1k 0.02% Added +5.0k +4,975
55 Sunbelt Securities, Inc. 0.07% of their portfolio HOUSTON, TX 17,63517.6k $843.3k $843.3k 0.07% Added +657 +657
56 Financial Engines Advisors L.L.C. 0.00% of their portfolio SANTA CLARA, CA 16,26116.3k $815.0k $815.0k 0.00% New
57 Pitti Group Wealth Management, LLC 0.68% of their portfolio VICTOR, NY 15,67615.7k $785.5k $785.5k 0.68% Reduced -1.0k -1,000
58 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 15,49415.5k $776.4k $776.4k 0.01% Reduced -79 -79
59 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 14,85014.8k $744.1k $744.1k 0.00% Reduced -24 -24
60 Arkadios Wealth Advisors 0.02% of their portfolio ATLANTA, GA 14,82314.8k $742.8k $742.8k 0.02% Unchanged
61 Ameritas Advisory Services, LLC 0.04% of their portfolio Lincoln, NE 14,76314.8k $739.8k $739.8k 0.04% Reduced -5.5k -5,521
62 Clear Point Advisors Inc. 0.61% of their portfolio MELVILLE, NY 14,45214.5k $724.2k $724.2k 0.61% Unchanged
63 Stonebridge Financial Group, LLC 0.07% of their portfolio Wormleysburg, PA 14,35514.4k $719.3k $719.3k 0.07% Reduced -2.5k -2,527
64 Strategic Blueprint, LLC 0.04% of their portfolio ATLANTA, GA 14,30114.3k $716.6k $716.6k 0.04% Reduced -13.4k -13,450
65 STEPHENS INC /AR/ 0.01% of their portfolio LITTLE ROCK, AR 14,20314.2k $711.7k $711.7k 0.01% Reduced -987 -987
66 Gallagher Fiduciary Advisors, LLC 0.03% of their portfolio ROLLING MEADOWS, IL 14,08514.1k $705.8k $705.8k 0.03% New
67 TFB Advisors LLC 0.18% of their portfolio OVERLAND PARK, KS 14,07414.1k $705.2k $705.2k 0.18% Reduced -830 -830
68 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 14,01314.0k $702.2k $702.2k 0.01% Reduced -4.4k -4,406
69 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 13,23513.2k $668.9k $668.9k 0.00% Reduced -448 -448
70 NOVEM GROUP 0.08% of their portfolio Rochester, NY 13,07213.1k $655.0k $655.0k 0.08% Unchanged
71 CoreCap Advisors, LLC 0.03% of their portfolio SOUTHFIELD, MI 12,93512.9k $648.2k $648.2k 0.03% Added +895 +895
72 Schulz Wealth, LTD. 0.48% of their portfolio MANSFIELD, TX 12,87512.9k $645.2k $645.2k 0.48% Unchanged
73 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 12,86512.9k $644.7k $644.7k 0.00% Unchanged
74 LANARK FINANCIAL, INC. 0.05% of their portfolio BIRMINGHAM, AL 12,73712.7k $638.0k $638.0k 0.05% Reduced -52 -52
75 WORLD EQUITY GROUP, INC. 0.17% of their portfolio SCHAUMBURG, IL 12,72312.7k $637.5k $637.5k 0.17% New
76 1776 Wealth LLC 0.26% of their portfolio ATLANTA, GA 12,65712.7k $634.2k $634.2k 0.26% Reduced -1.9k -1,875
77 VestGen Investment Management 0.42% of their portfolio EGG HARBOR TOWNSHIP, NJ 11,77211.8k $589.9k $589.9k 0.42% New
78 Bullseye Investment Management, LLC 0.33% of their portfolio CINCINNATI, OH 11,45011.4k $534.4k $534.4k 0.33% Unchanged
79 Ignite Planners, LLC 0.10% of their portfolio SAN CLEMENTE, CA 11,32611.3k $573.9k $573.9k 0.10% Unchanged
80 ARBOR CAPITAL MANAGEMENT INC /ADV 0.45% of their portfolio ANCHORAGE, AK 10,13410.1k $513.6k $513.6k 0.45% Reduced -606 -606
81 UBS Group AG 0.00% of their portfolio ZURICH, V8 10,01410.0k $501.8k $501.8k 0.00% Added +4.4k +4,403
82 INSIGNEO ADVISORY SERVICES, LLC 0.04% of their portfolio MIAMI, FL 9,9139.9k $496.7k $496.7k 0.04% Unchanged
83 Valtinson Bruner Financial Planning LLC 0.16% of their portfolio NEW BRIGHTON, MN 9,8799.9k $495.0k $495.0k 0.16% Reduced -120 -120
84 OGOREK ANTHONY JOSEPH /NY/ /ADV 0.15% of their portfolio WILLIAMSVILLE, NY 9,7649.8k $489.0k $489.0k 0.15% Reduced -148.0k -148,000
85 JOURNEY STRATEGIC WEALTH LLC 0.02% of their portfolio SUMMIT, NJ 9,5209.5k $477.0k $477.0k 0.02% Reduced -10 -10
86 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 9,1649.2k $459.2k $459.2k 0.01% New
87 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 8,8508.8k $443.5k $443.5k 0.00% New
88 Ifrah Financial Services, Inc. 0.12% of their portfolio Little Rock, AR 8,7998.8k $440.9k $440.9k 0.12% Reduced -124 -124
89 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 8,6098.6k $431.4k $431.4k 0.00% Added +209 +209
90 Main Street Financial Solutions, LLC 0.03% of their portfolio NEWTOWN, PA 7,7007.7k $385.8k $385.8k 0.03% Unchanged
91 ForthRight Wealth Management, LLC 0.12% of their portfolio ALPHARETTA, GA 7,3657.4k $369.1k $369.1k 0.12% Unchanged
92 KINGSWOOD WEALTH ADVISORS, LLC 0.03% of their portfolio SAN DIEGO, CA 7,2667.3k $364.1k $364.1k 0.03% Reduced -1.3k -1,333
93 BEACON FINANCIAL GROUP 0.04% of their portfolio DALLAS, TX 7,2607.3k $363.8k $363.8k 0.04% Unchanged
94 Sowell Financial Services LLC 0.01% of their portfolio NORTH LITTLE ROCK, AR 7,1997.2k $360.7k $360.7k 0.01% Reduced -229 -229
95 Wealthspire Retirement, LLC 0.02% of their portfolio ALISO VIEJO, CA 7,0847.1k $355.0k $355.0k 0.02% Unchanged
96 FLAGSTAR SECURITIES, INC 0.10% of their portfolio New York, NY 6,9597.0k $348.7k $348.7k 0.10% Reduced -268 -268
97 Catalina Capital Group, LLC 0.24% of their portfolio Torrance, CA 6,9527.0k $348.4k $348.4k 0.24% Unchanged
98 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 6,9306.9k $347.3k $347.3k 0.00% Reduced -4.5k -4,492
99 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 6,6866.7k $335.0k $335.0k 0.01% Reduced -9.6k -9,598
100 Accel Wealth Management 0.11% of their portfolio WAVERLY, IA 6,5656.6k $329.0k $329.0k 0.11% Reduced -100 -100