Vault-13

FIRST TR EXCHNG TRADED FD VI GNOV

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

83 institutional holders -3 vs Q2 2025
3,749,8793.7m shares reported held*
$142.5mreported value*
8 new 6 added 40 reduced 10 sold out net sold ≈ $47.1m (-1.2m 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 ≈ $38.01.

Trends to Q3 2025

Institutional holders

Managers reporting a position, each quarter

050100Q4 23: 49Q1 24: 55Q2 24: 55Q3 24: 50Q4 24: 97Q1 25: 93Q2 25: 86Q3 25: 8383Q4 23Q2 24Q4 24Q2 25Q3 25
Numbers
QuarterHolders
Q4 202349
Q1 202455
Q2 202455
Q3 202450
Q4 202497
Q1 202593
Q2 202586
Q3 202583

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 outQ3 24: 13 bought or addedQ3 24: 29 cut or sold outQ3 24Q4 24: 70 bought or addedQ4 24: 11 cut or sold outQ1 25: 31 bought or addedQ1 25: 45 cut or sold outQ1 25Q2 25: 23 bought or addedQ2 25: 41 cut or sold outQ3 25: 14 bought or addedQ3 25: 50 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q1 20242616
Q2 20241526
Q3 20241329
Q4 20247011
Q1 20253145
Q2 20252341
Q3 20251450

Biggest buyers

HRT FINANCIAL LP New +33,131+33.1k
IMC-Chicago, LLC New +18,266+18.3k
Cetera Investment Advisers Added +14,079+14.1k
Sanctuary Advisors, LLC Added +7,210+7.2k
ROYAL BANK OF CANADA New +5,657+5.7k
NorthCrest Asset Manangement, LLC Added +5,642+5.6k
CITADEL ADVISORS LLC New +5,622+5.6k
Kestra Investment Management, LLC New +5,421+5.4k
LVZ, Inc. New +5,300+5.3k
ENVESTNET ASSET MANAGEMENT INC Added +1,693+1.7k

Biggest sellers

GRIES FINANCIAL LLC Reduced -612,811-612.8k
Archer Investment Corp Reduced -305,704-305.7k
Kestra Advisory Services, LLC Reduced -75,075-75.1k
HBW ADVISORY SERVICES LLC Sold out -61,953-62.0k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -43,090-43.1k
RAYMOND JAMES FINANCIAL INC Reduced -36,522-36.5k
Bison Wealth, LLC Sold out -30,008-30.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -22,463-22.5k
UBS Group AG Sold out -17,866-17.9k
Lion Street Advisors, LLC Sold out -14,324-14.3k

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, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 870,564870.6k $33.1m $33.1m 0.01% Reduced -36.5k -36,522
2 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 389,696389.7k $14.8m $14.8m 0.02% Reduced -43.1k -43,090
3 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 330,500330.5k $12.6m $12.6m 0.01% Added +14.1k +14,079
4 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 280,283280.3k $10.5m $10.5m 0.01% Reduced -7.3k -7,331
5 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 193,919193.9k $7.4m $7.4m 0.03% Reduced -75.1k -75,075
6 MILESTONE ASSET MANAGEMENT, LLC 0.90% of their portfolio PITTSBURGH, PA 125,218125.2k $4.8m $4.8m 0.90% Reduced -9.7k -9,733
7 Comprehensive Financial Consultants Institutional, Inc. 1.30% of their portfolio Bloomington, IN 110,028110.0k $4.2m $4.2m 1.30% Reduced -1.9k -1,884
8 Schulz Wealth, LTD. 2.54% of their portfolio MANSFIELD, TX 100,931100.9k $3.8m $3.8m 2.54% Reduced -960 -960
9 GRIES FINANCIAL LLC 0.54% of their portfolio Cleveland, OH 89,56589.6k $3.4m $3.4m 0.54% Reduced -612.8k -612,811
10 Per Stirling Capital Management, LLC. 0.39% of their portfolio AUSTIN, TX 85,89585.9k $3.3m $3.3m 0.39% Reduced -1.9k -1,936
11 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 81,88481.9k $3.1m $3.1m 0.00% Reduced -1.5k -1,479
12 CITY HOLDING CO 0.34% of their portfolio CHARLESTON, WV 70,87670.9k $2.7m $2.7m 0.34% Reduced -3.1k -3,062
13 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 60,52760.5k $2.3m $2.3m 0.00% Added +1.7k +1,693
14 FSB PREMIER WEALTH MANAGEMENT, INC. 0.73% of their portfolio WATERLOO, IA 58,30658.3k $2.2m $2.2m 0.73% Reduced -1.7k -1,748
15 AssuredPartners Investment Advisors, LLC 0.46% of their portfolio Tampa, FL 54,23354.2k $2.1m $2.1m 0.46% Unchanged
16 UPTICK PARTNERS, LLC 0.53% of their portfolio NACOGDOCHES, TX 53,09053.1k $2.0m $2.0m 0.53% Reduced -660 -660
17 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 40,95941.0k $1.6m $1.6m 0.00% Reduced -616 -616
18 Ignite Planners, LLC 0.25% of their portfolio SAN CLEMENTE, CA 40,87840.9k $1.6m $1.6m 0.25% Reduced -30 -30
19 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 34,30034.3k $1.3m $1.3m 0.01% Unchanged
20 OLD MISSION CAPITAL LLC 0.05% of their portfolio CHICAGO, IL 33,46133.5k $1.3m $1.3m 0.05% Reduced -1.4k -1,436
21 FOUNDERS FINANCIAL SECURITIES LLC 0.09% of their portfolio TOWSON, MD 33,43633.4k $1.3m $1.3m 0.09% Reduced -780 -780
22 Anfield Capital Management, LLC 0.37% of their portfolio IRVINE, CA 33,38033.4k $1.3m $1.3m 0.37% Reduced -1.9k -1,877
23 HRT FINANCIAL LP 0.01% of their portfolio NEW YORK, NY 33,13133.1k $1.3m $1.3m 0.01% New
24 SECURED RETIREMENT ADVISORS, LLC 0.68% of their portfolio ST LOUIS PARK, MN 32,04332.0k $1.2m $1.2m 0.68% Reduced -3.3k -3,284
25 Tanglewood Legacy Advisors, LLC 0.46% of their portfolio HOUSTON, TX 31,58531.6k $1.2m $1.2m 0.46% Unchanged
26 Concurrent Investment Advisors, LLC 0.02% of their portfolio Tampa, FL 31,02331.0k $1.2m $1.2m 0.02% Reduced -531 -531
27 Foundations Investment Advisors, LLC 0.02% of their portfolio PHOENIX, AZ 30,80530.8k $1.2m $1.2m 0.02% Reduced -80 -80
28 REAP Financial Group, LLC 0.25% of their portfolio AUSTIN, TX 29,67329.7k $1.1m $1.1m 0.25% Reduced -335 -335
29 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 27,66727.7k $1.1m $1.1m 0.01% Unchanged
30 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.10% of their portfolio CONCORD, MA 21,84121.8k $831.0k $831.0k 0.10% Reduced -9.3k -9,304
31 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 21,07421.1k $802.0k $802.0k 0.00% Unchanged
32 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 19,89119.9k $757.0k $757.0k 0.00% Reduced -11.7k -11,665
33 IMC-Chicago, LLC 0.01% of their portfolio CHICAGO, IL 18,26618.3k $695.0k $695.0k 0.01% New
34 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 16,00016.0k $608.8k $608.8k 0.00% Unchanged
35 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 14,42014.4k $521.6k $521.6k 0.00% Added +7.2k +7,210
36 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 14,01814.0k $533.4k $533.4k 0.00% Reduced -34 -34
37 NorthCrest Asset Manangement, LLC 0.01% of their portfolio PLYMOUTH, MN 13,20113.2k $503.4k $503.4k 0.01% Added +5.6k +5,642
38 Ancora Advisors LLC 0.01% of their portfolio Cleveland, OH 12,61312.6k $479.9k $479.9k 0.01% Unchanged
39 Stratos Wealth Advisors, LLC 0.02% of their portfolio BEACHWOOD, OH 10,96811.0k $417.3k $417.3k 0.02% Reduced -3.0k -3,045
40 Rehmann Capital Advisory Group 0.02% of their portfolio LANSING, MI 10,10910.1k $384.6k $384.6k 0.02% Unchanged
41 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 9,8889.9k $376.2k $376.2k 0.00% Reduced -9.4k -9,434
42 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 9,4189.4k $358.3k $358.3k 0.00% Reduced -534 -534
43 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 8,8768.9k $337.7k $337.7k 0.01% Added +215 +215
44 Avidian Wealth Enterprises, LLC 0.01% of their portfolio Houston, TX 8,8298.8k $335.9k $335.9k 0.01% Unchanged
45 American Financial Advisors, LLC 0.04% of their portfolio Marietta, GA 8,7698.8k $333.6k $333.6k 0.04% Unchanged
46 Diligent Investors, LLC 0.08% of their portfolio REDLANDS, CA 8,6808.7k $330.3k $330.3k 0.08% Unchanged
47 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 8,0528.1k $306.4k $306.4k 0.00% Unchanged
48 E&G Advisors, LLC 0.07% of their portfolio HOUSTON, TX 7,6847.7k $292.4k $292.4k 0.07% Unchanged
49 Keystone Wealth Services, LLC 0.06% of their portfolio PALM DESERT, CA 7,2247.2k $274.9k $274.9k 0.06% Unchanged
50 Grantvest Financial Group LLC 0.19% of their portfolio MATAWAN, NJ 7,1287.1k $271.2k $271.2k 0.19% Reduced -183 -183
51 Mariner, LLC 0.00% of their portfolio Overland Park, KS 7,0757.1k $269.2k $269.2k 0.00% Reduced -325 -325
52 CWM, LLC 0.00% of their portfolio OMAHA, NE 6,4686.5k $246.0k $246.0k 0.00% Unchanged
53 Wood Tarver Financial Group, LLC 0.07% of their portfolio BOISE, ID 6,2506.2k $237.0k $237.0k 0.07% Unchanged
54 Advisory Alpha, LLC 0.01% of their portfolio HOLLAND, MI 6,0206.0k $229.3k $229.3k 0.01% Unchanged
55 Sequent Planning LLC 0.06% of their portfolio OMAHA, NE 5,7705.8k $219.5k $219.5k 0.06% Reduced -301 -301
56 Gallagher Fiduciary Advisors, LLC 0.01% of their portfolio ROLLING MEADOWS, IL 5,7115.7k $217.3k $217.3k 0.01% Unchanged
57 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 5,6575.7k $215.0k $215.0k 0.00% New
58 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 5,6225.6k $213.9k $213.9k 0.00% New
59 Kestra Investment Management, LLC 0.01% of their portfolio AUSTIN, TX 5,4215.4k $206.3k $206.3k 0.01% New
60 LVZ, Inc. 0.02% of their portfolio Holland, MI 5,3005.3k $201.7k $201.7k 0.02% New
61 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 5,2735.3k $200.6k $200.6k 0.00% Added +892 +892
62 Sunbelt Securities, Inc. 0.01% of their portfolio HOUSTON, TX 5,2555.3k $199.9k $199.9k 0.01% Reduced -180 -180
63 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 4,2944.3k $163.8k $163.8k 0.00% Reduced -5.6k -5,642
64 LANARK FINANCIAL, INC. 0.01% of their portfolio BIRMINGHAM, AL 4,2774.3k $162.7k $162.7k 0.01% Unchanged
65 DHJJ Financial Advisors, Ltd. 0.05% of their portfolio NAPERVILLE, IL 4,1244.1k $156.9k $156.9k 0.05% Unchanged
66 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 4,1134.1k $156.5k $156.5k 0.00% Unchanged
67 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 3,2503.2k $123.7k $123.7k 0.00% Unchanged
68 Noble Wealth Management PBC 0.06% of their portfolio GREENWOOD VILLAGE, CO 2,7682.8k $105.3k $105.3k 0.06% First filing
69 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 2,2502.2k $85.6k $85.6k 0.00% Reduced -150 -150
70 Financial Network Wealth Advisors LLC 0.06% of their portfolio MURRAY, UT 1,4391.4k $54.8k $54.8k 0.06% Unchanged
71 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 1,4321.4k $54.5k $54.5k 0.00% Reduced -1.2k -1,166
72 IMG Wealth Management, Inc. 0.03% of their portfolio JACKSONVILLE, FL 1,1571.2k $44.0k $44.0k 0.03% Unchanged
73 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 862862 $32.8k $32.8k 0.00% Unchanged
74 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 831831 $31.6k $31.6k 0.00% Reduced -243 -243
75 Topsail Wealth Management, LLC 0.01% of their portfolio CHARLOTTE, NC 800800 $30.4k $30.4k 0.01% Unchanged
76 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 699699 $26.6k $26.6k 0.00% Reduced -99 -99
77 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 567567 $21.6k $21.6k 0.00% Reduced -520 -520
78 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 544544 $20.7k $20.7k 0.00% New
79 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 530530 $20.2k $20.2k 0.00% New
80 Archer Investment Corp 0.00% of their portfolio Carmel, IN 395395 $15.0k $15.0k 0.00% Reduced -305.7k -305,704
81 Integrity Financial Corp /WA 0.01% of their portfolio JACKSON, WY 320320 $12.2k $12.2k 0.01% Reduced -53 -53
82 Frazier Financial Advisors, LLC 0.01% of their portfolio COLUMBUS, OH 300300 $11.4k $11.4k 0.01% Unchanged
83 Murphy & Mullick Capital Management Corp 0.01% of their portfolio SMITHTOWN, NY 300300 $11.5k $11.5k 0.01% Unchanged