Vault-13

FIRST TR EXCHNG TRADED FD VI GNOV

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

86 institutional holders -7 vs Q1 2025
4,999,6095.0m shares reported held*
$182.4mreported value*
7 new 16 added 29 reduced 12 sold out net sold ≈ $4.2m (-116.5k 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 ≈ $36.48.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100Q4 23: 49Q1 24: 55Q2 24: 55Q3 24: 50Q4 24: 97Q1 25: 93Q2 25: 8686Q4 23Q2 24Q4 24Q2 25
Numbers
QuarterHolders
Q4 202349
Q1 202455
Q2 202455
Q3 202450
Q4 202497
Q1 202593
Q2 202586

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 25Q2 25: 23 bought or addedQ2 25: 41 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q1 20242616
Q2 20241526
Q3 20241329
Q4 20247011
Q1 20253145
Q2 20252341

Biggest buyers

Anfield Capital Management, LLC New +35,257+35.3k
OLD MISSION CAPITAL LLC New +34,897+34.9k
Foundations Investment Advisors, LLC New +30,885+30.9k
LPL Financial LLC Added +24,042+24.0k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC New +9,936+9.9k
COMMONWEALTH EQUITY SERVICES, LLC Added +8,215+8.2k
Tanglewood Legacy Advisors, LLC Added +8,110+8.1k
Gallagher Fiduciary Advisors, LLC New +5,711+5.7k
Quad-Cities Investment Group, LLC New +5,587+5.6k
UBS Group AG Added +4,435+4.4k

Biggest sellers

Kestra Advisory Services, LLC Reduced -76,047-76.0k
RAYMOND JAMES FINANCIAL INC Reduced -48,264-48.3k
AE Wealth Management LLC Sold out -31,428-31.4k
Avantra Family Wealth, Inc. Sold out -29,274-29.3k
GOLDMAN SACHS GROUP INC Sold out -25,000-25.0k
Focus Partners Wealth Sold out -14,865-14.9k
Atria Wealth Solutions, Inc. Sold out -7,325-7.3k
Madrona Financial Services, LLC Sold out -7,232-7.2k
Bouchey Financial Group, Ltd. Sold out -6,473-6.5k
Schulz Wealth, LTD. Reduced -6,367-6.4k

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

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 907,086907.1k $33.1m $33.1m 0.01% Reduced -48.3k -48,264
2 GRIES FINANCIAL LLC 4.66% of their portfolio Cleveland, OH 702,376702.4k $25.6m $25.6m 4.66% Reduced -5.2k -5,181
3 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 432,786432.8k $15.8m $15.8m 0.02% Added +8.2k +8,215
4 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 316,421316.4k $11.5m $11.5m 0.02% Added +4.2k +4,229
5 Archer Investment Corp 2.66% of their portfolio Carmel, IN 306,099306.1k $11.2m $11.2m 2.66% Reduced -936 -936
6 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 287,614287.6k $10.5m $10.5m 0.02% Reduced -477 -477
7 Kestra Advisory Services, LLC 0.05% of their portfolio AUSTIN, TX 268,994269.0k $9.8m $9.8m 0.05% Reduced -76.0k -76,047
8 MILESTONE ASSET MANAGEMENT, LLC 1.04% of their portfolio PITTSBURGH, PA 134,951135.0k $4.9m $4.9m 1.04% Added +3.5k +3,549
9 Comprehensive Financial Consultants Institutional, Inc. 1.34% of their portfolio Bloomington, IN 111,912111.9k $4.1m $4.1m 1.34% Reduced -1.6k -1,552
10 Schulz Wealth, LTD. 2.78% of their portfolio MANSFIELD, TX 101,891101.9k $3.7m $3.7m 2.78% Reduced -6.4k -6,367
11 Per Stirling Capital Management, LLC. 0.42% of their portfolio AUSTIN, TX 87,83187.8k $3.2m $3.2m 0.42% Unchanged
12 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 83,36383.4k $3.0m $3.0m 0.00% Added +24.0k +24,042
13 CITY HOLDING CO 0.35% of their portfolio CHARLESTON, WV 73,93873.9k $2.7m $2.7m 0.35% Reduced -350 -350
14 HBW ADVISORY SERVICES LLC 0.28% of their portfolio SIMI VALLEY, CA 61,95362.0k $2.3m $2.3m 0.28% Reduced -4.4k -4,449
15 FSB PREMIER WEALTH MANAGEMENT, INC. 0.78% of their portfolio WATERLOO, IA 60,05460.1k $2.2m $2.2m 0.78% Reduced -673 -673
16 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 58,83458.8k $2.1m $2.1m 0.00% Added +1.2k +1,208
17 AssuredPartners Investment Advisors, LLC 0.48% of their portfolio Tampa, FL 54,23354.2k $2.0m $2.0m 0.48% Unchanged
18 UPTICK PARTNERS, LLC 0.56% of their portfolio NACOGDOCHES, TX 53,75053.8k $2.0m $2.0m 0.56% Reduced -575 -575
19 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 41,57541.6k $1.5m $1.5m 0.00% Added +1.4k +1,407
20 Ignite Planners, LLC 0.26% of their portfolio SAN CLEMENTE, CA 40,90840.9k $1.5m $1.5m 0.26% Unchanged
21 SECURED RETIREMENT ADVISORS, LLC 0.77% of their portfolio ST LOUIS PARK, MN 35,32735.3k $1.3m $1.3m 0.77% Added +1.3k +1,323
22 Anfield Capital Management, LLC 0.43% of their portfolio IRVINE, CA 35,25735.3k $1.3m $1.3m 0.43% New
23 OLD MISSION CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 34,89734.9k $1.3m $1.3m 0.03% New
24 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 34,30034.3k $1.3m $1.3m 0.01% Reduced -500 -500
25 FOUNDERS FINANCIAL SECURITIES LLC 0.09% of their portfolio TOWSON, MD 34,21634.2k $1.2m $1.2m 0.09% Reduced -503 -503
26 Tanglewood Legacy Advisors, LLC 0.47% of their portfolio HOUSTON, TX 31,58531.6k $1.2m $1.2m 0.47% Added +8.1k +8,110
27 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 31,55631.6k $1.2m $1.2m 0.00% Reduced -3.3k -3,261
28 Concurrent Investment Advisors, LLC 0.02% of their portfolio Tampa, FL 31,55431.6k $1.2m $1.2m 0.02% Unchanged
29 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.16% of their portfolio CONCORD, MA 31,14531.1k $1.1m $1.1m 0.16% Reduced -581 -581
30 Foundations Investment Advisors, LLC 0.02% of their portfolio PHOENIX, AZ 30,88530.9k $1.1m $1.1m 0.02% New
31 Bison Wealth, LLC 0.09% of their portfolio ATLANTA, GA 30,00830.0k $1.1m $1.1m 0.09% Unchanged
32 REAP Financial Group, LLC 0.26% of their portfolio AUSTIN, TX 30,00830.0k $1.1m $1.1m 0.26% Unchanged
33 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 27,66727.7k $1.0m $1.0m 0.01% Added +3.5k +3,500
34 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 22,46322.5k $819.4k $819.4k 0.00% Added +4.3k +4,269
35 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 21,07421.1k $769.0k $769.0k 0.00% Reduced -353 -353
36 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 19,32219.3k $704.8k $704.8k 0.00% Unchanged
37 UBS Group AG 0.00% of their portfolio ZURICH, V8 17,86617.9k $651.7k $651.7k 0.00% Added +4.4k +4,435
38 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 16,00016.0k $583.6k $583.6k 0.00% Unchanged
39 Lion Street Advisors, LLC 0.16% of their portfolio Austin, TX 14,32414.3k $522.5k $522.5k 0.16% Unchanged
40 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 14,05214.1k $512.6k $512.6k 0.00% Added +225 +225
41 Stratos Wealth Advisors, LLC 0.03% of their portfolio BEACHWOOD, OH 14,01314.0k $511.1k $511.1k 0.03% Unchanged
42 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 13,45513.5k $490.8k $490.8k 0.00% Reduced -5.3k -5,324
43 Ancora Advisors LLC 0.01% of their portfolio Cleveland, OH 12,61312.6k $460.1k $460.1k 0.01% Unchanged
44 SAGESPRING WEALTH PARTNERS, LLC 0.01% of their portfolio FRANKLIN, TN 10,69210.7k $390.0k $390.0k 0.01% Reduced -2.9k -2,928
45 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 10,44410.4k $381.0k $381.0k 0.00% Unchanged
46 Rehmann Capital Advisory Group 0.02% of their portfolio LANSING, MI 10,10910.1k $368.7k $368.7k 0.02% Unchanged
47 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 10,00010.0k $364.8k $364.8k 0.01% Unchanged
48 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 9,95210.0k $363.0k $363.0k 0.00% Added +543 +543
49 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 9,9369.9k $364.2k $364.2k 0.00% New
50 Avidian Wealth Enterprises, LLC 0.01% of their portfolio Houston, TX 8,8298.8k $322.0k $322.0k 0.01% Unchanged
51 American Financial Advisors, LLC 0.04% of their portfolio Marietta, GA 8,7698.8k $319.8k $319.8k 0.04% Reduced -1.1k -1,145
52 Diligent Investors, LLC 0.08% of their portfolio REDLANDS, CA 8,6808.7k $316.6k $316.6k 0.08% Unchanged
53 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 8,6618.7k $315.9k $315.9k 0.01% Reduced -83 -83
54 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 8,0528.1k $293.7k $293.7k 0.00% Unchanged
55 E&G Advisors, LLC 0.07% of their portfolio HOUSTON, TX 7,6847.7k $280.3k $280.3k 0.07% Unchanged
56 NorthCrest Asset Manangement, LLC 0.01% of their portfolio PLYMOUTH, MN 7,5597.6k $277.0k $277.0k 0.01% Reduced -5.6k -5,642
57 Mariner, LLC 0.00% of their portfolio Overland Park, KS 7,4007.4k $269.9k $269.9k 0.00% Added +300 +300
58 Grantvest Financial Group LLC 0.20% of their portfolio MATAWAN, NJ 7,3117.3k $266.7k $266.7k 0.20% Unchanged
59 Keystone Wealth Services, LLC 0.06% of their portfolio PALM DESERT, CA 7,2247.2k $263.5k $263.5k 0.06% Unchanged
60 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 7,2107.2k $263.0k $263.0k 0.00% Unchanged
61 CWM, LLC 0.00% of their portfolio OMAHA, NE 6,4686.5k $236.0k $236.0k 0.00% Unchanged
62 Wood Tarver Financial Group, LLC 0.07% of their portfolio BOISE, ID 6,2506.2k $227.0k $227.0k 0.07% Reduced -37 -37
63 Sequent Planning LLC 0.07% of their portfolio OMAHA, NE 6,0716.1k $221.4k $221.4k 0.07% Reduced -164 -164
64 Lifestyle Asset Management, Inc. 0.10% of their portfolio FRIENDSWOOD, TX 6,0666.1k $221.3k $221.3k 0.10% Unchanged
65 Advisory Alpha, LLC 0.01% of their portfolio HOLLAND, MI 6,0206.0k $219.6k $219.6k 0.01% Unchanged
66 Gallagher Fiduciary Advisors, LLC 0.01% of their portfolio ROLLING MEADOWS, IL 5,7115.7k $208.3k $208.3k 0.01% New
67 Quad-Cities Investment Group, LLC 0.09% of their portfolio DAVENPORT, IA 5,5875.6k $203.8k $203.8k 0.09% New
68 Sunbelt Securities, Inc. 0.02% of their portfolio HOUSTON, TX 5,4355.4k $190.1k $190.1k 0.02% Reduced -320 -320
69 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 4,3814.4k $159.8k $159.8k 0.00% Added +940 +940
70 LANARK FINANCIAL, INC. 0.01% of their portfolio BIRMINGHAM, AL 4,2774.3k $156.0k $156.0k 0.01% Unchanged
71 DHJJ Financial Advisors, Ltd. 0.05% of their portfolio NAPERVILLE, IL 4,1244.1k $150.4k $150.4k 0.05% Unchanged
72 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 4,1134.1k $150.0k $150.0k 0.00% Reduced -3.1k -3,113
73 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 3,2503.2k $118.5k $118.5k 0.00% First filing
74 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 2,5982.6k $94.8k $94.8k 0.00% New
75 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 2,4002.4k $87.5k $87.5k 0.00% Unchanged
76 Financial Network Wealth Advisors LLC 0.06% of their portfolio MURRAY, UT 1,4391.4k $52.5k $52.5k 0.06% Added +867 +867
77 IMG Wealth Management, Inc. 0.03% of their portfolio JACKSONVILLE, FL 1,1571.2k $42.2k $42.2k 0.03% Unchanged
78 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 1,0871.1k $39.6k $39.6k 0.00% Unchanged
79 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 1,0741.1k $39.2k $39.2k 0.00% Reduced -1.1k -1,086
80 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 862862 $31.4k $31.4k 0.00% Reduced -116 -116
81 Topsail Wealth Management, LLC 0.01% of their portfolio CHARLOTTE, NC 800800 $29.2k $29.2k 0.01% Unchanged
82 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 798798 $29.1k $29.1k 0.00% Reduced -80 -80
83 Integrity Financial Corp /WA 0.01% of their portfolio JACKSON, WY 373373 $13.6k $13.6k 0.01% Reduced -177 -177
84 Frazier Financial Advisors, LLC 0.01% of their portfolio COLUMBUS, OH 300300 $10.9k $10.9k 0.01% Unchanged
85 Murphy & Mullick Capital Management Corp 0.01% of their portfolio SMITHTOWN, NY 300300 $10.9k $10.9k 0.01% Unchanged
86 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged