Vault-13

FIRST TR EXCHNG TRADED FD VI GJUN

FT VEST U.S EQT · ETP · CUSIP 33740F433

78 institutional holders -2 vs Q4 2023
3,749,0833.7m shares reported held*
$124.7mreported value*
10 new 15 added 30 reduced 14 sold out net sold ≈ $105.2m (-3.2m 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 ≈ $33.25.

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

050100Q2 23: 55Q3 23: 80Q4 23: 80Q1 24: 7878Q2 23Q3 23Q4 23Q1 24
Numbers
QuarterHolders
Q2 202355
Q3 202380
Q4 202380
Q1 202478

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 23: 58 bought or addedQ3 23: 15 cut or sold outQ3 23Q4 23: 27 bought or addedQ4 23: 41 cut or sold outQ4 23Q1 24: 25 bought or addedQ1 24: 44 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q3 20235815
Q4 20232741
Q1 20242544

Biggest buyers

JANE STREET GROUP, LLC New +63,950+64.0k
ENVESTNET ASSET MANAGEMENT INC Added +56,635+56.6k
Kestra Advisory Services, LLC Added +44,415+44.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +29,701+29.7k
Cetera Investment Advisers Added +23,940+23.9k
Atria Investments, Inc Added +23,159+23.2k
CreativeOne Wealth, LLC New +21,713+21.7k
JPMORGAN CHASE & CO New +17,352+17.4k
Sage Capital Advisors,llc New +14,974+15.0k
LM Advisors LLC Added +13,266+13.3k

Biggest sellers

Summit Financial Wealth Advisors, LLC Reduced -1,496,471-1.5m
Legacy CG, LLC Sold out -663,785-663.8k
Raymond James Financial Services Advisors, Inc. Reduced -181,091-181.1k
OLD MISSION CAPITAL LLC Sold out -155,498-155.5k
MML INVESTORS SERVICES, LLC Reduced -149,215-149.2k
First Heartland Consultants, Inc. Reduced -132,299-132.3k
Clear Creek Financial Management, LLC Sold out -81,537-81.5k
InterOcean Capital Group, LLC Reduced -77,870-77.9k
OSAIC HOLDINGS, INC. Reduced -71,146-71.1k
Archer Investment Corp Reduced -67,747-67.7k

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 -8.8 pts · filed 2026-10-07 18.2% -8.8 pts 2.2m≈ $91.2m 2026-10-07

Holders, Q1 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Raymond James Financial Services Advisors, Inc. 0.02% of their portfolio ST. PETERSBURG, FL 431,189431.2k $14.4m $14.4m 0.02% Reduced -181.1k -181,091
2 InterOcean Capital Group, LLC 0.31% of their portfolio NASHVILLE, TN 383,831383.8k $12.8m $12.8m 0.31% Reduced -77.9k -77,870
3 Atria Investments, Inc 0.16% of their portfolio Charlotte, NC 356,289356.3k $11.9m $11.9m 0.16% Added +23.2k +23,159
4 Mariner, LLC 0.02% of their portfolio Overland Park, KS 339,702339.7k $11.3m $11.3m 0.02% Added +138 +138
5 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 202,934202.9k $6.8m $6.8m 0.02% Added +23.9k +23,940
6 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 187,743187.7k $6.3m $6.3m 0.01% Reduced -38.0k -37,993
7 ALTFEST L J & CO INC 0.69% of their portfolio NEW YORK, NY 146,486146.5k $4.9m $4.9m 0.69% Reduced -57.0k -56,992
8 B. Riley Wealth Advisors, Inc. 0.09% of their portfolio MEMPHIS, TN 108,297108.3k $3.2m $3.2m 0.09% Reduced -10.2k -10,150
9 Americana Partners, LLC 0.30% of their portfolio Houston, TX 107,740107.7k $3.6m $3.6m 0.30% Reduced -43.3k -43,294
10 Pitti Group Wealth Management, LLC 3.88% of their portfolio VICTOR, NY 104,035104.0k $3.5m $3.5m 3.88% Added +650 +650
11 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 97,65097.7k $3.3m $3.3m 0.00% Added +56.6k +56,635
12 Prosperity Financial Group, Inc. 1.76% of their portfolio San Ramon, CA 85,34385.3k $2.8m $2.8m 1.76% Added +3.1k +3,076
13 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 79,95980.0k $2.7m $2.7m 0.02% Added +44.4k +44,415
14 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 63,95064.0k $2.1m $2.1m 0.00% New
15 INDEPENDENT FINANCIAL GROUP, LLC 0.09% of their portfolio SAN DIEGO, CA 60,94160.9k $2.0m $2.0m 0.09% Added +3.1k +3,092
16 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 48,03948.0k $1.6m $1.6m 0.00% Added +12.4k +12,355
17 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 47,99848.0k $1.6m $1.6m 0.00% Added +29.7k +29,701
18 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 44,53644.5k $1.5m $1.5m 0.01% Unchanged
19 Keystone Wealth Services, LLC 0.44% of their portfolio PALM DESERT, CA 41,03641.0k $1.4m $1.4m 0.44% Reduced -34 -34
20 STEPHENS INC /AR/ 0.02% of their portfolio LITTLE ROCK, AR 40,91040.9k $1.4m $1.4m 0.02% Unchanged
21 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 37,00937.0k $1.2m $1.2m 0.00% Reduced -71.1k -71,146
22 Foundations Investment Advisors, LLC 0.03% of their portfolio PHOENIX, AZ 33,31133.3k $1.1m $1.1m 0.03% Reduced -129 -129
23 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 33,03533.0k $1.1m $1.1m 0.00% Reduced -166 -166
24 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 29,45029.4k $982.5k $982.5k 0.01% Added +150 +150
25 LM Advisors LLC 0.17% of their portfolio SAN DIEGO, CA 29,05029.1k $969.0k $969.0k 0.17% Added +13.3k +13,266
26 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 28,46228.5k $949.5k $949.5k 0.01% Unchanged
27 Schulz Wealth, LTD. 0.79% of their portfolio MANSFIELD, TX 27,58627.6k $920.3k $920.3k 0.79% Unchanged
28 CITY HOLDING CO 0.13% of their portfolio CHARLESTON, WV 26,00026.0k $867.4k $867.4k 0.13% Unchanged
29 Tanglewood Legacy Advisors, LLC 0.41% of their portfolio HOUSTON, TX 25,19025.2k $840.3k $840.3k 0.41% Unchanged
30 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 23,79523.8k $793.8k $793.8k 0.01% Added +6.1k +6,138
31 CreativeOne Wealth, LLC 0.03% of their portfolio OVERLAND PARK, KS 21,71321.7k $724.0k $724.0k 0.03% New
32 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 21,64521.6k $722.1k $722.1k 0.01% Reduced -5.4k -5,389
33 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 20,61620.6k $687.8k $687.8k 0.00% Reduced -50 -50
34 Crown Wealth Group, LLC 0.34% of their portfolio Charlotte, NC 19,85519.9k $662.4k $662.4k 0.34% Reduced -6.6k -6,613
35 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 17,35217.4k $578.9k $578.9k 0.00% New
36 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 16,86816.9k $563.0k $563.0k 0.00% Reduced -9.0k -8,960
37 LINCOLN NATIONAL CORP 0.01% of their portfolio RADNOR, PA 16,73516.7k $558.3k $558.3k 0.01% Unchanged
38 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 16,50416.5k $550.6k $550.6k 0.00% Unchanged
39 REAP Financial Group, LLC 0.14% of their portfolio AUSTIN, TX 15,32915.3k $511.4k $511.4k 0.14% Reduced -446 -446
40 Icon Wealth Advisors, LLC 0.05% of their portfolio HOUSTON, TX 15,03115.0k $501.4k $501.4k 0.05% Reduced -501 -501
41 Sage Capital Advisors,llc 0.14% of their portfolio SIOUX FALLS, SD 14,97415.0k $499.5k $499.5k 0.14% New
42 Archer Investment Corp 0.15% of their portfolio Carmel, IN 14,93214.9k $498.1k $498.1k 0.15% Reduced -67.7k -67,747
43 Strategic Blueprint, LLC 0.04% of their portfolio ATLANTA, GA 14,78914.8k $493.4k $493.4k 0.04% Reduced -2.5k -2,461
44 First Heartland Consultants, Inc. 0.05% of their portfolio LAKE ST. LOUIS, MO 14,15814.2k $472.0k $472.0k 0.05% Reduced -132.3k -132,299
45 Sequent Planning LLC 0.17% of their portfolio OMAHA, NE 14,08714.1k $469.9k $469.9k 0.17% First filing
46 Santori & Peters, Inc. 0.20% of their portfolio CANONSBURG, PA 14,07014.1k $469.4k $469.4k 0.20% Unchanged
47 AIFG Consultants Ltd. 0.33% of their portfolio HALFMOON, NY 13,70013.7k $457.0k $457.0k 0.33% Unchanged
48 GTS SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 13,04313.0k $435.1k $435.1k 0.01% New
49 Summit Financial Wealth Advisors, LLC 0.09% of their portfolio Lafayette, LA 12,73712.7k $424.9k $424.9k 0.09% Reduced -1.5m -1,496,471
50 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 12,32312.3k $411.0k $411.0k 0.00% New
51 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 12,00012.0k $400.0k $400.0k 0.00% Unchanged
52 Diligent Investors, LLC 0.10% of their portfolio REDLANDS, CA 11,50011.5k $383.6k $383.6k 0.10% Unchanged
53 Robertson Stephens Wealth Management, LLC 0.02% of their portfolio San Francisco, CA 10,88010.9k $363.0k $363.0k 0.02% Unchanged
54 NorthCrest Asset Manangement, LLC 0.01% of their portfolio PLYMOUTH, MN 10,05910.1k $335.6k $335.6k 0.01% Unchanged
55 BRASS TAX WEALTH MANAGEMENT, INC 0.16% of their portfolio CINCINNATI, OH 9,0309.0k $301.2k $301.2k 0.16% First filing
56 Sunbelt Securities, Inc. 0.03% of their portfolio HOUSTON, TX 8,9649.0k $299.0k $299.0k 0.03% Unchanged
57 Quad-Cities Investment Group, LLC 0.17% of their portfolio DAVENPORT, IA 8,6968.7k $290.1k $290.1k 0.17% Unchanged
58 Integrity Financial Corp /WA 0.18% of their portfolio JACKSON, WY 7,8507.8k $261.9k $261.9k 0.18% Reduced -929 -929
59 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 7,7207.7k $257.5k $257.5k 0.00% Added +1 +1
60 Orion Portfolio Solutions, LLC 0.00% of their portfolio Omaha, NE 7,7207.7k $257.5k $257.5k 0.00% Added +1 +1
61 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 7,2547.3k $242.0k $242.0k 0.00% Reduced -67.5k -67,453
62 StoneX Group Inc. 0.02% of their portfolio NEW YORK, NY 7,1387.1k $238.1k $238.1k 0.02% Reduced -5.1k -5,114
63 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 6,8756.9k $229.3k $229.3k 0.00% New
64 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 6,4826.5k $216.0k $216.0k 0.00% Reduced -149.2k -149,215
65 Gallagher Fiduciary Advisors, LLC 0.01% of their portfolio ROLLING MEADOWS, IL 6,1356.1k $204.7k $204.7k 0.01% New
66 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.01% of their portfolio BIRMINGHAM, AL 5,0465.0k $168.3k $168.3k 0.01% Reduced -12.1k -12,064
67 GoalVest Advisory LLC 0.05% of their portfolio New York, NY 4,4244.4k $147.6k $147.6k 0.05% Unchanged
68 BENJAMIN EDWARDS INC 0.03% of their portfolio Clayton, MO 3,8653.9k $129.0k $129.0k 0.03% Reduced -690 -690
69 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 3,4643.5k $115.6k $115.6k 0.01% New
70 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 3,4003.4k $113.4k $113.4k 0.00% Reduced -1.4k -1,400
71 DHJJ Financial Advisors, Ltd. 0.04% of their portfolio NAPERVILLE, IL 2,7512.8k $91.8k $91.8k 0.04% Unchanged
72 Capital Investment Advisory Services, LLC 0.01% of their portfolio RALEIGH, NC 2,0042.0k $66.9k $66.9k 0.01% Unchanged
73 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.01% of their portfolio BLUE BELL, PA 1,2041.2k $40.2k $40.2k 0.01% Unchanged
74 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,1601.2k $38.7k $38.7k 0.00% Reduced -1.1k -1,080
75 HAZLETT, BURT & WATSON, INC. 0.02% of their portfolio WHEELING, WV 815815 $28.0k $28.0k 0.02% Reduced -4.3k -4,255
76 Caitlin John, LLC 0.01% of their portfolio BRIGHTON, MI 332332 $11.1k $11.1k 0.01% Reduced -8 -8
77 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 300300 $10.0k $10.0k 0.00% Unchanged
78 Sound Income Strategies, LLC 0.00% of their portfolio FT LAUDERDALE, FL 5858 $1.9k $1.9k 0.00% New