Vault-13

FIRST TR EXCHNG TRADED FD VI GNOV

FT VEST U.S EQT · ETP · CUSIP 33740U687

55 institutional holders +6 vs Q4 2023
4,601,6524.6m shares reported held*
$151.7mreported value*
14 new 12 added 8 reduced 8 sold out net bought ≈ $42.7m (+1.3m 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 ≈ $32.96.

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

0204060Q4 23: 49Q1 24: 5555Q4 23Q1 24
Numbers
QuarterHolders
Q4 202349
Q1 202455

Biggest buyers

RAYMOND JAMES & ASSOCIATES New +864,414+864.4k
FIRST HAWAIIAN BANK New +324,886+324.9k
Cetera Investment Advisers New +193,495+193.5k
Raymond James Financial Services Advisors, Inc. New +111,581+111.6k
MILESTONE ASSET MANAGEMENT, LLC New +106,024+106.0k
COMMONWEALTH EQUITY SERVICES, LLC Added +74,218+74.2k
GRIES FINANCIAL LLC Added +52,451+52.5k
HARTLINE INVESTMENT CORP/ New +35,696+35.7k
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors New +35,696+35.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +34,940+34.9k

Biggest sellers

Cetera Advisor Networks LLC Sold out -141,146-141.1k
WealthPLAN Partners, LLC Sold out -81,059-81.1k
ENVESTNET ASSET MANAGEMENT INC Reduced -77,011-77.0k
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Reduced -72,940-72.9k
WealthPlan Investment Management, LLC Sold out -70,407-70.4k
Anfield Capital Management, LLC Sold out -61,023-61.0k
Cetera Advisors LLC Sold out -51,787-51.8k
CITADEL ADVISORS LLC Sold out -16,597-16.6k
WORLD EQUITY GROUP, INC. Sold out -14,468-14.5k
B. Riley Wealth Advisors, Inc. Sold out -10,600-10.6k

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 +2.4 pts · filed 2026-10-19 31.3% +2.4 pts 2.2m≈ $90.9m 2026-10-19

Holders, Q1 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 RAYMOND JAMES & ASSOCIATES 0.02% of their portfolio ST PETERSBURG, FL 864,414864.4k $28.5m $28.5m 0.02% New
2 GRIES FINANCIAL LLC 3.58% of their portfolio Cleveland, OH 649,966650.0k $21.4m $21.4m 3.58% Added +52.5k +52,451
3 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 514,304514.3k $17.0m $17.0m 0.03% Added +74.2k +74,218
4 Steward Partners Investment Advisory, LLC 0.16% of their portfolio STAMFORD, CT 435,947435.9k $14.4m $14.4m 0.16% Reduced -262 -262
5 Kestra Advisory Services, LLC 0.08% of their portfolio AUSTIN, TX 376,677376.7k $12.4m $12.4m 0.08% Reduced -10.6k -10,556
6 FIRST HAWAIIAN BANK 0.33% of their portfolio HONOLULU, HI 324,886324.9k $10.7m $10.7m 0.33% New
7 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 193,495193.5k $6.4m $6.4m 0.02% New
8 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 149,989150.0k $4.9m $4.9m 0.01% Reduced -10.3k -10,268
9 Schulz Wealth, LTD. 3.19% of their portfolio MANSFIELD, TX 113,355113.4k $3.7m $3.7m 3.19% Reduced -4.7k -4,660
10 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 111,581111.6k $3.7m $3.7m 0.01% New
11 MILESTONE ASSET MANAGEMENT, LLC 1.00% of their portfolio PITTSBURGH, PA 106,024106.0k $3.5m $3.5m 1.00% New
12 Per Stirling Capital Management, LLC. 0.50% of their portfolio AUSTIN, TX 90,72890.7k $3.0m $3.0m 0.50% Added +4.2k +4,201
13 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 63,47363.5k $2.1m $2.1m 0.00% Reduced -1.9k -1,865
14 REAP Financial Group, LLC 0.45% of their portfolio AUSTIN, TX 49,58549.6k $1.6m $1.6m 0.45% Added +13.4k +13,398
15 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 46,87646.9k $1.5m $1.5m 0.00% Reduced -77.0k -77,011
16 CITY HOLDING CO 0.22% of their portfolio CHARLESTON, WV 45,26245.3k $1.5m $1.5m 0.22% Unchanged
17 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 37,13037.1k $1.2m $1.2m 0.01% Unchanged
18 HARTLINE INVESTMENT CORP/ 0.21% of their portfolio WINNETKA, IL 35,69635.7k $1.2m $1.2m 0.21% New
19 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.21% of their portfolio CONCORD, MA 35,69635.7k $1.2m $1.2m 0.21% New
20 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 34,94034.9k $1.2m $1.2m 0.00% New
21 UPTICK PARTNERS, LLC 0.87% of their portfolio NACOGDOCHES, TX 34,77534.8k $1.1m $1.1m 0.87% Unchanged
22 FLAGSTAR SECURITIES, INC 0.31% of their portfolio New York, NY 33,43233.4k $1.1m $1.1m 0.31% Unchanged
23 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 27,92027.9k $920.4k $920.4k 0.00% New
24 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 26,69326.7k $879.9k $879.9k 0.00% Added +11.2k +11,215
25 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 16,19716.2k $533.9k $533.9k 0.01% Unchanged
26 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 16,00016.0k $527.0k $527.0k 0.00% Unchanged
27 Americana Partners, LLC 0.03% of their portfolio Houston, TX 11,86311.9k $391.1k $391.1k 0.03% Added +92 +92
28 InterOcean Capital Group, LLC 0.01% of their portfolio NASHVILLE, TN 10,64710.6k $351.0k $351.0k 0.01% Reduced -6 -6
29 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 10,44410.4k $344.3k $344.3k 0.00% Added +2.1k +2,108
30 Rehmann Capital Advisory Group 0.02% of their portfolio LANSING, MI 10,10910.1k $333.2k $333.2k 0.02% Unchanged
31 Accel Wealth Management 0.14% of their portfolio WAVERLY, IA 10,00010.0k $329.7k $329.7k 0.14% Unchanged
32 Keystone Wealth Services, LLC 0.09% of their portfolio PALM DESERT, CA 8,7298.7k $287.8k $287.8k 0.09% Unchanged
33 Insight Advisors, LLC/ PA 0.05% of their portfolio Newtown, PA 8,1748.2k $269.5k $269.5k 0.05% Added +139 +139
34 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 7,8647.9k $259.0k $259.0k 0.00% Unchanged
35 E&G Advisors, LLC 0.08% of their portfolio HOUSTON, TX 7,7757.8k $256.3k $256.3k 0.08% Added +325 +325
36 NorthCrest Asset Manangement, LLC 0.01% of their portfolio PLYMOUTH, MN 7,5437.5k $248.7k $248.7k 0.01% Unchanged
37 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 7,2007.2k $237.3k $237.3k 0.01% New
38 First National Trust Co 0.01% of their portfolio Johnstown, PA 7,1737.2k $236.5k $236.5k 0.01% New
39 Avidian Wealth Enterprises, LLC 0.01% of their portfolio Houston, TX 6,8186.8k $224.8k $224.8k 0.01% Unchanged
40 MACROVIEW INVESTMENT MANAGEMENT LLC 0.24% of their portfolio BETHESDA, MD 6,5006.5k $214.3k $214.3k 0.24% Unchanged
41 HBW ADVISORY SERVICES LLC 0.04% of their portfolio SIMI VALLEY, CA 6,3996.4k $203.0k $203.0k 0.04% Unchanged
42 Sunbelt Securities, Inc. 0.02% of their portfolio HOUSTON, TX 5,5285.5k $182.2k $182.2k 0.02% Unchanged
43 Tanglewood Legacy Advisors, LLC 0.09% of their portfolio HOUSTON, TX 5,4005.4k $178.0k $178.0k 0.09% Unchanged
44 UBS Group AG 0.00% of their portfolio ZURICH, V8 5,0475.0k $166.4k $166.4k 0.00% Added +4.4k +4,401
45 BENJAMIN F. EDWARDS & COMPANY, INC. 0.00% of their portfolio ST. LOUIS, MO 4,5324.5k $149.0k $149.0k 0.00% Unchanged
46 DHJJ Financial Advisors, Ltd. 0.06% of their portfolio NAPERVILLE, IL 4,0944.1k $135.0k $135.0k 0.06% New
47 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 3,4823.5k $114.8k $114.8k 0.01% New
48 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.01% of their portfolio BIRMINGHAM, AL 3,2853.3k $108.3k $108.3k 0.01% Reduced -72.9k -72,940
49 LANARK FINANCIAL, INC. 0.01% of their portfolio BIRMINGHAM, AL 3,2413.2k $116.0k $116.0k 0.01% Unchanged
50 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 2,7782.8k $91.6k $91.6k 0.00% Unchanged
51 Integrity Financial Corp /WA 0.02% of their portfolio JACKSON, WY 1,0131.0k $33.4k $33.4k 0.02% Added +788 +788
52 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 385385 $12.7k $12.7k 0.00% Unchanged
53 Caitlin John, LLC 0.01% of their portfolio BRIGHTON, MI 311311 $10.3k $10.3k 0.01% Added +1 +1
54 Penserra Capital Management LLC 0.00% of their portfolio ORINDA, CA 234234 $7.0k $7.0k 0.00% New
55 Archer Investment Corp 0.00% of their portfolio Carmel, IN 4343 $1.4k $1.4k 0.00% Unchanged