Vault-13

FIRST TR EXCHNG TRADED FD VI GNOV

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

97 institutional holders +47 vs Q3 2024
6,497,7826.5m shares reported held*
$227.3mreported value*
42 new 28 added 8 reduced 3 sold out net bought ≈ $82.1m (+2.3m 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 ≈ $34.98.

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

050100Q4 23: 49Q1 24: 55Q2 24: 55Q3 24: 50Q4 24: 9797Q4 23Q1 24Q2 24Q3 24Q4 24
Numbers
QuarterHolders
Q4 202349
Q1 202455
Q2 202455
Q3 202450
Q4 202497

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 24: 26 bought or addedQ1 24: 16 cut or sold outQ1 24Q2 24: 15 bought or addedQ2 24: 26 cut or sold outQ2 24Q3 24: 13 bought or addedQ3 24: 29 cut or sold outQ3 24Q4 24: 70 bought or addedQ4 24: 11 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 20242616
Q2 20241526
Q3 20241329
Q4 20247011

Biggest buyers

Archer Investment Corp Added +318,935+318.9k
OSAIC HOLDINGS, INC. Added +229,016+229.0k
Americana Partners, LLC Added +226,679+226.7k
Legacy CG, LLC New +189,484+189.5k
Cetera Investment Advisers Added +178,645+178.6k
COMMONWEALTH EQUITY SERVICES, LLC Added +160,440+160.4k
Comprehensive Financial Consultants Institutional, Inc. New +120,010+120.0k
GRIES FINANCIAL LLC Added +94,781+94.8k
Cambridge Investment Research Advisors, Inc. Added +84,599+84.6k
HBW ADVISORY SERVICES LLC New +71,137+71.1k

Biggest sellers

JANE STREET GROUP, LLC Reduced -33,906-33.9k
REAP Financial Group, LLC Reduced -19,156-19.2k
CITADEL ADVISORS LLC Sold out -16,095-16.1k
OLD MISSION CAPITAL LLC Reduced -9,523-9.5k
Jaffetilchin Investment Partners, LLC Sold out -4,862-4.9k
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors Reduced -3,865-3.9k
Keystone Wealth Services, LLC Reduced -1,929-1.9k
AE Wealth Management LLC Reduced -1,342-1.3k
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Reduced -1,005-1.0k
Capital Investment Advisory Services, LLC Sold out -385-385

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, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 1,206,2281.2m $42.2m $42.2m 0.02% First filing
2 GRIES FINANCIAL LLC 4.46% of their portfolio Cleveland, OH 717,448717.4k $25.1m $25.1m 4.46% Added +94.8k +94,781
3 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 526,037526.0k $18.4m $18.4m 0.03% Added +160.4k +160,440
4 Kestra Advisory Services, LLC 0.08% of their portfolio AUSTIN, TX 395,023395.0k $13.8m $13.8m 0.08% Added +32.6k +32,626
5 FIRST HAWAIIAN BANK 0.37% of their portfolio HONOLULU, HI 324,886324.9k $11.4m $11.4m 0.37% Unchanged
6 Archer Investment Corp 2.97% of their portfolio Carmel, IN 318,978319.0k $11.2m $11.2m 2.97% Added +318.9k +318,935
7 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 314,135314.1k $11.0m $11.0m 0.02% Added +178.6k +178,645
8 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 279,512279.5k $9.8m $9.8m 0.02% Added +229.0k +229,016
9 Americana Partners, LLC 0.34% of their portfolio Houston, TX 239,410239.4k $8.4m $8.4m 0.34% Added +226.7k +226,679
10 Legacy CG, LLC 2.03% of their portfolio PLANO, TX 189,484189.5k $6.6m $6.6m 2.03% New
11 MILESTONE ASSET MANAGEMENT, LLC 1.00% of their portfolio PITTSBURGH, PA 129,874129.9k $4.5m $4.5m 1.00% Added +5.6k +5,567
12 Comprehensive Financial Consultants Institutional, Inc. 1.53% of their portfolio Bloomington, IN 120,010120.0k $4.2m $4.2m 1.53% New
13 Schulz Wealth, LTD. 2.92% of their portfolio MANSFIELD, TX 108,823108.8k $3.8m $3.8m 2.92% Added +655 +655
14 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 93,18193.2k $3.3m $3.3m 0.01% Added +84.6k +84,599
15 Per Stirling Capital Management, LLC. 0.45% of their portfolio AUSTIN, TX 90,29990.3k $3.2m $3.2m 0.45% Added +1.8k +1,845
16 CITY HOLDING CO 0.36% of their portfolio CHARLESTON, WV 72,82372.8k $2.5m $2.5m 0.36% Added +27.6k +27,561
17 HBW ADVISORY SERVICES LLC 0.26% of their portfolio SIMI VALLEY, CA 71,13771.1k $2.5m $2.5m 0.26% New
18 Noble Wealth Management PBC 1.54% of their portfolio GREENWOOD VILLAGE, CO 63,40863.4k $2.2m $2.2m 1.54% First filing
19 FSB PREMIER WEALTH MANAGEMENT, INC. 0.85% of their portfolio WATERLOO, IA 60,93860.9k $2.1m $2.1m 0.85% New
20 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 55,81555.8k $2.0m $2.0m 0.00% Added +37.6k +37,605
21 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 54,42654.4k $1.9m $1.9m 0.00% Added +23.3k +23,256
22 AssuredPartners Investment Advisors, LLC 0.37% of their portfolio Tampa, FL 54,23354.2k $1.9m $1.9m 0.37% First filing
23 UPTICK PARTNERS, LLC 0.67% of their portfolio NACOGDOCHES, TX 52,60152.6k $1.8m $1.8m 0.67% Added +18.6k +18,638
24 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 37,89737.9k $1.3m $1.3m 0.01% New
25 Anfield Capital Management, LLC 0.48% of their portfolio IRVINE, CA 37,54237.5k $1.3m $1.3m 0.48% Added +10.8k +10,830
26 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 36,58036.6k $1.3m $1.3m 0.00% New
27 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 35,05035.0k $1.2m $1.2m 0.01% Added +7.3k +7,350
28 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 32,53132.5k $1.1m $1.1m 0.01% Reduced -1.3k -1,342
29 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.16% of their portfolio CONCORD, MA 31,76931.8k $1.1m $1.1m 0.16% Reduced -3.9k -3,865
30 Concurrent Investment Advisors, LLC 0.03% of their portfolio Tampa, FL 31,32331.3k $1.1m $1.1m 0.03% New
31 SECURED RETIREMENT ADVISORS, LLC 0.62% of their portfolio ST LOUIS PARK, MN 30,93330.9k $1.1m $1.1m 0.62% New
32 Bison Wealth, LLC 0.13% of their portfolio ATLANTA, GA 30,11330.1k $1.1m $1.1m 0.13% First filing
33 REAP Financial Group, LLC 0.26% of their portfolio AUSTIN, TX 30,11330.1k $1.1m $1.1m 0.26% Reduced -19.2k -19,156
34 Avantra Family Wealth, Inc. 0.98% of their portfolio MECHANICSBURG, PA 30,01530.0k $1.0m $1.0m 0.98% First filing
35 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 29,75029.8k $1.0m $1.0m 0.00% Added +18.9k +18,911
36 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 26,64626.6k $932.1k $932.1k 0.00% New
37 MAI Capital Management 0.01% of their portfolio INDEPENDENCE, OH 26,41226.4k $923.9k $923.9k 0.01% New
38 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 24,16724.2k $845.4k $845.4k 0.01% Added +10.2k +10,185
39 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 23,79823.8k $832.5k $832.5k 0.00% Added +9.5k +9,502
40 Tanglewood Legacy Advisors, LLC 0.35% of their portfolio HOUSTON, TX 23,47523.5k $821.2k $821.2k 0.35% Added +18.1k +18,075
41 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 21,42721.4k $750.0k $750.0k 0.00% New
42 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 21,09021.1k $738.0k $738.0k 0.00% New
43 Ausdal Financial Partners, Inc. 0.06% of their portfolio Davenport, IA 20,55920.6k $719.2k $719.2k 0.06% New
44 FOUNDERS FINANCIAL SECURITIES LLC 0.06% of their portfolio TOWSON, MD 20,38920.4k $713.2k $713.2k 0.06% Added +10.3k +10,309
45 Stratos Wealth Advisors, LLC 0.03% of their portfolio BEACHWOOD, OH 18,84618.8k $659.2k $659.2k 0.03% New
46 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.05% of their portfolio CEDAR RAPIDS, IA 18,47618.5k $646.3k $646.3k 0.05% New
47 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 16,96317.0k $593.4k $593.4k 0.01% Reduced -9.5k -9,523
48 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 16,69816.7k $584.1k $584.1k 0.01% New
49 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 16,00016.0k $559.7k $559.7k 0.00% Unchanged
50 Lion Street Advisors, LLC 0.16% of their portfolio Austin, TX 14,32414.3k $501.1k $501.1k 0.16% New
51 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 13,58113.6k $475.1k $475.1k 0.00% New
52 Orion Portfolio Solutions, LLC 0.00% of their portfolio Omaha, NE 13,58113.6k $475.1k $475.1k 0.00% New
53 NorthCrest Asset Manangement, LLC 0.01% of their portfolio PLYMOUTH, MN 13,20113.2k $461.8k $461.8k 0.01% Added +5.7k +5,658
54 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 12,71612.7k $444.8k $444.8k 0.00% Reduced -33.9k -33,906
55 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 11,61311.6k $406.2k $406.2k 0.00% New
56 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 10,44410.4k $365.3k $365.3k 0.00% Unchanged
57 Rehmann Capital Advisory Group 0.02% of their portfolio LANSING, MI 10,10910.1k $353.6k $353.6k 0.02% Unchanged
58 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 10,00010.0k $349.8k $349.8k 0.01% New
59 American Financial Advisors, LLC 0.05% of their portfolio Marietta, GA 9,9149.9k $346.8k $346.8k 0.05% New
60 Diligent Investors, LLC 0.07% of their portfolio REDLANDS, CA 8,6808.7k $303.6k $303.6k 0.07% Added +2.7k +2,680
61 Avidian Wealth Enterprises, LLC 0.01% of their portfolio Houston, TX 8,2528.3k $288.7k $288.7k 0.01% Added +1.4k +1,434
62 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 8,0328.0k $281.0k $281.0k 0.00% New
63 E&G Advisors, LLC 0.07% of their portfolio HOUSTON, TX 7,6847.7k $268.8k $268.8k 0.07% Unchanged
64 Grantvest Financial Group LLC 0.30% of their portfolio MATAWAN, NJ 7,5667.6k $264.7k $264.7k 0.30% First filing
65 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 7,4057.4k $259.0k $259.0k 0.01% Added +1.2k +1,204
66 Madrona Financial Services, LLC 0.07% of their portfolio EVERETT, WA 7,2327.2k $253.0k $253.0k 0.07% New
67 Mariner, LLC 0.00% of their portfolio Overland Park, KS 7,1007.1k $248.4k $248.4k 0.00% New
68 CASCADE INVESTMENT GROUP, INC. 0.18% of their portfolio Colorado Springs, CO 7,0777.1k $247.6k $247.6k 0.18% New
69 Keystone Wealth Services, LLC 0.06% of their portfolio PALM DESERT, CA 6,8006.8k $237.9k $237.9k 0.06% Reduced -1.9k -1,929
70 CWM, LLC 0.00% of their portfolio OMAHA, NE 6,4686.5k $226.0k $226.0k 0.00% New
71 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 6,4526.5k $229.2k $229.2k 0.00% New
72 Wood Tarver Financial Group, LLC 0.07% of their portfolio BOISE, ID 6,3376.3k $221.0k $221.0k 0.07% First filing
73 Sequent Planning LLC 0.08% of their portfolio OMAHA, NE 6,2356.2k $218.1k $218.1k 0.08% New
74 Lifestyle Asset Management, Inc. 0.12% of their portfolio FRIENDSWOOD, TX 6,0666.1k $212.2k $212.2k 0.12% New
75 Advisory Alpha, LLC 0.01% of their portfolio HOLLAND, MI 6,0206.0k $210.6k $210.6k 0.01% New
76 Sunbelt Securities, Inc. 0.02% of their portfolio HOUSTON, TX 5,4355.4k $190.4k $190.4k 0.02% Added +1.8k +1,807
77 Kestra Investment Management, LLC 0.01% of their portfolio AUSTIN, TX 5,4215.4k $189.6k $189.6k 0.01% New
78 DHJJ Financial Advisors, Ltd. 0.05% of their portfolio NAPERVILLE, IL 3,9744.0k $139.0k $139.0k 0.05% Added +204 +204
79 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 3,2503.2k $113.7k $113.7k 0.00% New
80 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 3,1133.1k $108.9k $108.9k 0.00% New
81 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 2,4002.4k $84.0k $84.0k 0.00% Unchanged
82 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 2,3912.4k $83.6k $83.6k 0.00% New
83 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 2,2702.3k $80.8k $80.8k 0.00% Reduced -1.0k -1,005
84 ORG Partners LLC 0.01% of their portfolio ROANOKE, IN 1,8001.8k $63.0k $63.0k 0.01% New
85 IMG Wealth Management, Inc. 0.04% of their portfolio JACKSONVILLE, FL 1,1571.2k $40.5k $40.5k 0.04% First filing
86 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 1,0871.1k $38.0k $38.0k 0.00% New
87 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 978978 $34.2k $34.2k 0.00% Unchanged
88 Topsail Wealth Management, LLC 0.01% of their portfolio CHARLOTTE, NC 800800 $28.0k $28.0k 0.01% First filing
89 EPG Wealth Management LLC 0.01% of their portfolio ATLANTA, GA 700700 $24.5k $24.5k 0.01% New
90 Integrity Financial Corp /WA 0.01% of their portfolio JACKSON, WY 630630 $22.0k $22.0k 0.01% Reduced -116 -116
91 Financial Network Wealth Advisors LLC 0.04% of their portfolio MURRAY, UT 572572 $20.0k $20.0k 0.04% New
92 Avior Wealth Management, LLC 0.00% of their portfolio OMAHA, NE 405405 $14.2k $14.2k 0.00% Unchanged
93 Caitlin John, LLC 0.01% of their portfolio BRIGHTON, MI 354354 $12.4k $12.4k 0.01% Unchanged
94 Frazier Financial Advisors, LLC 0.01% of their portfolio COLUMBUS, OH 300300 $10.5k $10.5k 0.01% New
95 Murphy & Mullick Capital Management Corp 0.01% of their portfolio SMITHTOWN, NY 300300 $10.5k $10.5k 0.01% First filing
96 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 281281 $9.8k $9.8k 0.00% New
97 LANARK FINANCIAL, INC. 0.01% of their portfolio BIRMINGHAM, AL 44 $149 $149 0.01% New