Vault-13

FIRST TR EXCHNG TRADED FD VI GNOV

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

93 institutional holders -4 vs Q4 2024
5,210,5385.2m shares reported held*
$178.7mreported value*
9 new 22 added 32 reduced 13 sold out net sold ≈ $44.3m (-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 ≈ $34.30.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

050100Q4 23: 49Q1 24: 55Q2 24: 55Q3 24: 50Q4 24: 97Q1 25: 9393Q4 23Q1 24Q2 24Q3 24Q4 24Q1 25
Numbers
QuarterHolders
Q4 202349
Q1 202455
Q2 202455
Q3 202450
Q4 202497
Q1 202593

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 24Q1 25: 31 bought or addedQ1 25: 45 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q1 20242616
Q2 20241526
Q3 20241329
Q4 20247011
Q1 20253145

Biggest buyers

Ignite Planners, LLC New +40,908+40.9k
GOLDMAN SACHS GROUP INC New +25,000+25.0k
TRUIST FINANCIAL CORP Added +16,370+16.4k
FOUNDERS FINANCIAL SECURITIES LLC Added +14,330+14.3k
Orion Portfolio Solutions, LLC Added +13,827+13.8k
SAGESPRING WEALTH PARTNERS, LLC New +13,620+13.6k
UBS Group AG New +13,431+13.4k
Ancora Advisors LLC New +12,613+12.6k
OSAIC HOLDINGS, INC. Added +8,579+8.6k
Bouchey Financial Group, Ltd. New +6,473+6.5k

Biggest sellers

FIRST HAWAIIAN BANK Sold out -324,886-324.9k
RAYMOND JAMES FINANCIAL INC Reduced -250,878-250.9k
Americana Partners, LLC Sold out -239,410-239.4k
Legacy CG, LLC Sold out -189,484-189.5k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -101,466-101.5k
Cambridge Investment Research Advisors, Inc. Reduced -58,364-58.4k
Kestra Advisory Services, LLC Reduced -49,982-50.0k
Anfield Capital Management, LLC Sold out -37,542-37.5k
Rockefeller Capital Management L.P. Sold out -36,580-36.6k
Ausdal Financial Partners, Inc. Sold out -20,559-20.6k

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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 955,350955.4k $32.8m $32.8m 0.01% Reduced -250.9k -250,878
2 GRIES FINANCIAL LLC 4.70% of their portfolio Cleveland, OH 707,557707.6k $24.3m $24.3m 4.70% Reduced -9.9k -9,891
3 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 424,571424.6k $14.6m $14.6m 0.02% Reduced -101.5k -101,466
4 Kestra Advisory Services, LLC 0.06% of their portfolio AUSTIN, TX 345,041345.0k $11.8m $11.8m 0.06% Reduced -50.0k -49,982
5 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 312,192312.2k $10.7m $10.7m 0.02% Reduced -1.9k -1,943
6 Archer Investment Corp 2.73% of their portfolio Carmel, IN 307,035307.0k $10.5m $10.5m 2.73% Reduced -11.9k -11,943
7 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 288,091288.1k $9.9m $9.9m 0.02% Added +8.6k +8,579
8 MILESTONE ASSET MANAGEMENT, LLC 0.96% of their portfolio PITTSBURGH, PA 131,402131.4k $4.5m $4.5m 0.96% Added +1.5k +1,528
9 Comprehensive Financial Consultants Institutional, Inc. 1.38% of their portfolio Bloomington, IN 113,464113.5k $3.9m $3.9m 1.38% Reduced -6.5k -6,546
10 Schulz Wealth, LTD. 2.83% of their portfolio MANSFIELD, TX 108,258108.3k $3.7m $3.7m 2.83% Reduced -565 -565
11 Per Stirling Capital Management, LLC. 0.43% of their portfolio AUSTIN, TX 87,83187.8k $3.0m $3.0m 0.43% Reduced -2.5k -2,468
12 CITY HOLDING CO 0.36% of their portfolio CHARLESTON, WV 74,28874.3k $2.5m $2.5m 0.36% Added +1.5k +1,465
13 HBW ADVISORY SERVICES LLC 0.32% of their portfolio SIMI VALLEY, CA 66,40266.4k $2.3m $2.3m 0.32% Reduced -4.7k -4,735
14 Noble Wealth Management PBC 1.45% of their portfolio GREENWOOD VILLAGE, CO 61,97662.0k $2.1m $2.1m 1.45% Reduced -1.4k -1,432
15 FSB PREMIER WEALTH MANAGEMENT, INC. 0.81% of their portfolio WATERLOO, IA 60,72760.7k $2.1m $2.1m 0.81% Reduced -211 -211
16 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 59,32159.3k $2.0m $2.0m 0.00% Added +4.9k +4,895
17 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 57,62657.6k $2.0m $2.0m 0.00% Added +1.8k +1,811
18 UPTICK PARTNERS, LLC 0.63% of their portfolio NACOGDOCHES, TX 54,32554.3k $1.9m $1.9m 0.63% Added +1.7k +1,724
19 AssuredPartners Investment Advisors, LLC 0.36% of their portfolio Tampa, FL 54,23354.2k $1.9m $1.9m 0.36% Unchanged
20 Ignite Planners, LLC 0.27% of their portfolio SAN CLEMENTE, CA 40,90840.9k $1.4m $1.4m 0.27% New
21 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 40,16840.2k $1.4m $1.4m 0.00% Added +16.4k +16,370
22 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 34,81734.8k $1.2m $1.2m 0.00% Reduced -58.4k -58,364
23 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 34,80034.8k $1.2m $1.2m 0.01% Reduced -250 -250
24 FOUNDERS FINANCIAL SECURITIES LLC 0.10% of their portfolio TOWSON, MD 34,71934.7k $1.2m $1.2m 0.10% Added +14.3k +14,330
25 SECURED RETIREMENT ADVISORS, LLC 0.75% of their portfolio ST LOUIS PARK, MN 34,00434.0k $1.2m $1.2m 0.75% Added +3.1k +3,071
26 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.17% of their portfolio CONCORD, MA 31,72631.7k $1.1m $1.1m 0.17% Reduced -43 -43
27 Concurrent Investment Advisors, LLC 0.03% of their portfolio Tampa, FL 31,55431.6k $1.1m $1.1m 0.03% Added +231 +231
28 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 31,42831.4k $1.1m $1.1m 0.01% Reduced -1.1k -1,103
29 Bison Wealth, LLC 0.10% of their portfolio ATLANTA, GA 30,00830.0k $1.0m $1.0m 0.10% Reduced -105 -105
30 REAP Financial Group, LLC 0.25% of their portfolio AUSTIN, TX 30,00830.0k $1.0m $1.0m 0.25% Reduced -105 -105
31 Avantra Family Wealth, Inc. 0.96% of their portfolio MECHANICSBURG, PA 29,27429.3k $1.0m $1.0m 0.96% Reduced -741 -741
32 Orion Portfolio Solutions, LLC 0.00% of their portfolio Omaha, NE 27,40827.4k $949.2k $949.2k 0.00% Added +13.8k +13,827
33 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 25,00025.0k $857.2k $857.2k 0.00% New
34 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 24,16724.2k $828.7k $828.7k 0.01% Unchanged
35 Tanglewood Legacy Advisors, LLC 0.35% of their portfolio HOUSTON, TX 23,47523.5k $805.0k $805.0k 0.35% Unchanged
36 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 21,42721.4k $735.0k $735.0k 0.00% Unchanged
37 MAI Capital Management 0.01% of their portfolio INDEPENDENCE, OH 19,32219.3k $662.6k $662.6k 0.01% Reduced -7.1k -7,090
38 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 18,77918.8k $643.9k $643.9k 0.00% Reduced -19.1k -19,118
39 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 18,19418.2k $623.9k $623.9k 0.00% Reduced -8.5k -8,452
40 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 16,00016.0k $548.6k $548.6k 0.00% Unchanged
41 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 14,86514.9k $509.7k $509.7k 0.00% Reduced -14.9k -14,885
42 Lion Street Advisors, LLC 0.16% of their portfolio Austin, TX 14,32414.3k $491.2k $491.2k 0.16% Unchanged
43 Stratos Wealth Advisors, LLC 0.03% of their portfolio BEACHWOOD, OH 14,01314.0k $480.5k $480.5k 0.03% Reduced -4.8k -4,833
44 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 13,82713.8k $474.1k $474.1k 0.00% Added +246 +246
45 SAGESPRING WEALTH PARTNERS, LLC 0.01% of their portfolio FRANKLIN, TN 13,62013.6k $467.0k $467.0k 0.01% New
46 UBS Group AG 0.00% of their portfolio ZURICH, V8 13,43113.4k $460.5k $460.5k 0.00% New
47 NorthCrest Asset Manangement, LLC 0.01% of their portfolio PLYMOUTH, MN 13,20113.2k $452.7k $452.7k 0.01% Unchanged
48 Ancora Advisors LLC 0.01% of their portfolio Cleveland, OH 12,61312.6k $432.5k $432.5k 0.01% New
49 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 10,44410.4k $358.1k $358.1k 0.00% Unchanged
50 Rehmann Capital Advisory Group 0.02% of their portfolio LANSING, MI 10,10910.1k $346.6k $346.6k 0.02% Unchanged
51 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 10,00010.0k $342.9k $342.9k 0.01% Unchanged
52 American Financial Advisors, LLC 0.05% of their portfolio Marietta, GA 9,9149.9k $339.9k $339.9k 0.05% Unchanged
53 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 9,4099.4k $323.0k $323.0k 0.00% Reduced -11.7k -11,681
54 Avidian Wealth Enterprises, LLC 0.01% of their portfolio Houston, TX 8,8298.8k $302.7k $302.7k 0.01% Added +577 +577
55 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 8,7448.7k $299.8k $299.8k 0.01% Added +1.3k +1,339
56 Diligent Investors, LLC 0.07% of their portfolio REDLANDS, CA 8,6808.7k $297.6k $297.6k 0.07% Unchanged
57 Mission Financial Group, LLC 0.30% of their portfolio HONOLULU, HI 8,3008.3k $323.2k $323.2k 0.30% First filing
58 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 8,0528.1k $276.1k $276.1k 0.00% Added +20 +20
59 E&G Advisors, LLC 0.07% of their portfolio HOUSTON, TX 7,6847.7k $263.5k $263.5k 0.07% Unchanged
60 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 7,3257.3k $251.2k $251.2k 0.00% Reduced -9.4k -9,373
61 Grantvest Financial Group LLC 0.20% of their portfolio MATAWAN, NJ 7,3117.3k $250.7k $250.7k 0.20% Reduced -255 -255
62 Madrona Financial Services, LLC 0.07% of their portfolio EVERETT, WA 7,2327.2k $248.0k $248.0k 0.07% Unchanged
63 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 7,2267.2k $247.8k $247.8k 0.00% Added +4.1k +4,113
64 Keystone Wealth Services, LLC 0.07% of their portfolio PALM DESERT, CA 7,2247.2k $247.7k $247.7k 0.07% Added +424 +424
65 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 7,2107.2k $247.2k $247.2k 0.00% Added +758 +758
66 Mariner, LLC 0.00% of their portfolio Overland Park, KS 7,1007.1k $243.5k $243.5k 0.00% Unchanged
67 Bouchey Financial Group, Ltd. 0.02% of their portfolio TROY, NY 6,4736.5k $222.0k $222.0k 0.02% New
68 CWM, LLC 0.00% of their portfolio OMAHA, NE 6,4686.5k $222.0k $222.0k 0.00% Unchanged
69 INTEGRITY ALLIANCE, LLC. 0.01% of their portfolio Urbandale, IA 6,3046.3k $216.2k $216.2k 0.01% New
70 Wood Tarver Financial Group, LLC 0.07% of their portfolio BOISE, ID 6,2876.3k $215.6k $215.6k 0.07% Reduced -50 -50
71 Sequent Planning LLC 0.08% of their portfolio OMAHA, NE 6,2356.2k $213.8k $213.8k 0.08% Unchanged
72 Lifestyle Asset Management, Inc. 0.11% of their portfolio FRIENDSWOOD, TX 6,0666.1k $208.0k $208.0k 0.11% Unchanged
73 Advisory Alpha, LLC 0.01% of their portfolio HOLLAND, MI 6,0206.0k $206.4k $206.4k 0.01% Unchanged
74 CASCADE INVESTMENT GROUP, INC. 0.15% of their portfolio Colorado Springs, CO 5,8565.9k $200.8k $200.8k 0.15% Reduced -1.2k -1,221
75 Sunbelt Securities, Inc. 0.02% of their portfolio HOUSTON, TX 5,7555.8k $197.3k $197.3k 0.02% Added +320 +320
76 LANARK FINANCIAL, INC. 0.01% of their portfolio BIRMINGHAM, AL 4,2774.3k $146.0k $146.0k 0.01% Added +4.3k +4,273
77 DHJJ Financial Advisors, Ltd. 0.06% of their portfolio NAPERVILLE, IL 4,1244.1k $141.4k $141.4k 0.06% Added +150 +150
78 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 3,4413.4k $118.0k $118.0k 0.00% New
79 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 2,4002.4k $82.3k $82.3k 0.00% Unchanged
80 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 2,1602.2k $74.1k $74.1k 0.00% Reduced -231 -231
81 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,9872.0k $68.1k $68.1k 0.00% Added +1.7k +1,706
82 ORG Partners LLC 0.02% of their portfolio ROANOKE, IN 1,8001.8k $61.9k $61.9k 0.02% Unchanged
83 IMG Wealth Management, Inc. 0.04% of their portfolio JACKSONVILLE, FL 1,1571.2k $39.7k $39.7k 0.04% Unchanged
84 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 1,0871.1k $37.3k $37.3k 0.00% Unchanged
85 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 978978 $34.2k $34.2k 0.00% Unchanged
86 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 878878 $30.2k $30.2k 0.00% New
87 Topsail Wealth Management, LLC 0.01% of their portfolio CHARLOTTE, NC 800800 $27.4k $27.4k 0.01% Unchanged
88 EPG Wealth Management LLC 0.01% of their portfolio ATLANTA, GA 700700 $24.0k $24.0k 0.01% Unchanged
89 Financial Network Wealth Advisors LLC 0.03% of their portfolio MURRAY, UT 572572 $19.6k $19.6k 0.03% Unchanged
90 Integrity Financial Corp /WA 0.01% of their portfolio JACKSON, WY 550550 $18.9k $18.9k 0.01% Reduced -80 -80
91 Frazier Financial Advisors, LLC 0.01% of their portfolio COLUMBUS, OH 300300 $10.3k $10.3k 0.01% Unchanged
92 Murphy & Mullick Capital Management Corp 0.01% of their portfolio SMITHTOWN, NY 300300 $10.3k $10.3k 0.01% Unchanged
93 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Reduced -2.3k -2,270