Vault-13

FIRST TR EXCHNG TRADED FD VI GJUN

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

105 institutional holders +27 vs Q1 2024
8,411,2878.4m shares reported held*
$283.0mreported value*
35 new 38 added 19 reduced 7 sold out net bought ≈ $167.6m (+5.0m 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 ≈ $33.65.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

050100150Q2 23: 55Q3 23: 80Q4 23: 80Q1 24: 78Q2 24: 105105Q2 23Q3 23Q4 23Q1 24Q2 24
Numbers
QuarterHolders
Q2 202355
Q3 202380
Q4 202380
Q1 202478
Q2 2024105

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 24Q2 24: 73 bought or addedQ2 24: 26 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q3 20235815
Q4 20232741
Q1 20242544
Q2 20247326

Biggest buyers

AE Wealth Management LLC Added +2,384,194+2.4m
Focus Partners Wealth New +345,292+345.3k
Archer Investment Corp Added +319,483+319.5k
Cetera Investment Advisers Added +274,844+274.8k
Prospera Financial Services Inc New +274,368+274.4k
ENVESTNET ASSET MANAGEMENT INC Added +212,746+212.7k
RAYMOND JAMES & ASSOCIATES Added +205,044+205.0k
Lloyd Advisory Services, LLC. New +198,766+198.8k
OSAIC HOLDINGS, INC. Added +185,276+185.3k
Outlook Wealth Advisors, LLC New +155,751+155.8k

Biggest sellers

ALTFEST L J & CO INC Sold out -146,486-146.5k
B. Riley Wealth Advisors, Inc. Reduced -87,184-87.2k
JANE STREET GROUP, LLC Sold out -63,950-64.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -27,081-27.1k
LINCOLN NATIONAL CORP Sold out -16,735-16.7k
Sage Capital Advisors,llc Sold out -14,974-15.0k
JPMORGAN CHASE & CO Reduced -14,802-14.8k
HRT FINANCIAL LP Sold out -12,323-12.3k
Envestnet Portfolio Solutions, Inc. Sold out -6,875-6.9k
AVANTAX ADVISORY SERVICES, INC. Reduced -6,477-6.5k

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, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 AE Wealth Management LLC 0.82% of their portfolio TOPEKA, KS 2,391,4482.4m $81.6m $81.6m 0.82% Added +2.4m +2,384,194
2 Cetera Investment Advisers 0.04% of their portfolio SCHAUMBURG, IL 477,778477.8k $16.3m $16.3m 0.04% Added +274.8k +274,844
3 Raymond James Financial Services Advisors, Inc. 0.02% of their portfolio ST. PETERSBURG, FL 468,729468.7k $16.0m $16.0m 0.02% Added +37.5k +37,540
4 Atria Investments, Inc 0.15% of their portfolio Charlotte, NC 350,564350.6k $12.0m $12.0m 0.15% Reduced -5.7k -5,725
5 Focus Partners Wealth 0.04% of their portfolio ST LOUIS, MO 345,292345.3k $11.8m $11.8m 0.04% New
6 Mariner, LLC 0.02% of their portfolio Overland Park, KS 334,759334.8k $11.4m $11.4m 0.02% Reduced -4.9k -4,943
7 Archer Investment Corp 3.33% of their portfolio Carmel, IN 334,415334.4k $11.4m $11.4m 3.33% Added +319.5k +319,483
8 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 310,396310.4k $10.6m $10.6m 0.00% Added +212.7k +212,746
9 Prospera Financial Services Inc 0.26% of their portfolio Dallas, TX 274,368274.4k $9.4m $9.4m 0.26% New
10 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 225,660225.7k $7.7m $7.7m 0.01% Added +205.0k +205,044
11 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 222,285222.3k $7.6m $7.6m 0.02% Added +185.3k +185,276
12 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 219,538219.5k $7.5m $7.5m 0.01% Added +31.8k +31,795
13 Lloyd Advisory Services, LLC. 3.19% of their portfolio SUWANEE, GA 198,766198.8k $6.8m $6.8m 3.19% New
14 Outlook Wealth Advisors, LLC 0.10% of their portfolio SHENANDOAH, TX 155,751155.8k $330.2k $330.2k 0.10% New
15 Americana Partners, LLC 0.41% of their portfolio Houston, TX 153,198153.2k $5.2m $5.2m 0.41% Added +45.5k +45,458
16 CreativeOne Wealth, LLC 0.22% of their portfolio OVERLAND PARK, KS 124,804124.8k $4.3m $4.3m 0.22% Added +103.1k +103,091
17 Pitti Group Wealth Management, LLC 3.58% of their portfolio VICTOR, NY 103,385103.4k $3.3m $3.3m 3.58% Reduced -650 -650
18 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 99,26499.3k $3.4m $3.4m 0.02% Added +19.3k +19,305
19 Prosperity Financial Group, Inc. 1.85% of their portfolio San Ramon, CA 85,62085.6k $2.9m $2.9m 1.85% Added +277 +277
20 Foundations Investment Advisors, LLC 0.07% of their portfolio PHOENIX, AZ 82,79682.8k $2.8m $2.8m 0.07% Added +49.5k +49,485
21 INDEPENDENT FINANCIAL GROUP, LLC 0.10% of their portfolio SAN DIEGO, CA 69,59569.6k $2.4m $2.4m 0.10% Added +8.7k +8,654
22 Sunbelt Securities, Inc. 0.20% of their portfolio HOUSTON, TX 58,33058.3k $2.0m $2.0m 0.20% Added +49.4k +49,366
23 Sequent Planning LLC 0.62% of their portfolio OMAHA, NE 52,62352.6k $1.8m $1.8m 0.62% Added +38.5k +38,536
24 NovaPoint Capital, LLC 0.57% of their portfolio ATLANTA, GA 49,63249.6k $1.7m $1.7m 0.57% New
25 MAI Capital Management 0.02% of their portfolio INDEPENDENCE, OH 46,10446.1k $1.6m $1.6m 0.02% New
26 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 44,57744.6k $1.5m $1.5m 0.00% Reduced -3.5k -3,462
27 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 42,81942.8k $1.5m $1.5m 0.00% Reduced -1.7k -1,717
28 Keystone Wealth Services, LLC 0.44% of their portfolio PALM DESERT, CA 41,03641.0k $1.4m $1.4m 0.44% Unchanged
29 STEPHENS INC /AR/ 0.02% of their portfolio LITTLE ROCK, AR 40,91040.9k $1.4m $1.4m 0.02% Unchanged
30 Great Lakes Retirement, Inc. 0.19% of their portfolio SANDUSKY, OH 39,60739.6k $1.4m $1.4m 0.19% New
31 SILVER OAK SECURITIES, INCORPORATED 0.20% of their portfolio JACKSON, TN 39,44539.4k $1.3m $1.3m 0.20% New
32 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 34,49534.5k $1.2m $1.2m 0.00% Added +1.5k +1,460
33 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 31,89031.9k $1.1m $1.1m 0.01% Added +2.4k +2,440
34 Icon Wealth Advisors, LLC 0.10% of their portfolio HOUSTON, TX 31,49531.5k $1.1m $1.1m 0.10% Added +16.5k +16,464
35 CITY HOLDING CO 0.16% of their portfolio CHARLESTON, WV 31,40031.4k $1.1m $1.1m 0.16% Added +5.4k +5,400
36 FWG Investments, LLC. 1.05% of their portfolio LEXINGTON, KY 30,35830.4k $1.0m $1.0m 1.05% New
37 Tanglewood Legacy Advisors, LLC 0.47% of their portfolio HOUSTON, TX 29,42229.4k $1.0m $1.0m 0.47% Added +4.2k +4,232
38 LM Advisors LLC 0.04% of their portfolio SAN DIEGO, CA 29,26029.3k $998.0k $998.0k 0.04% Added +210 +210
39 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 28,46228.5k $970.8k $970.8k 0.01% Unchanged
40 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 27,25227.3k $930.0k $930.0k 0.00% Added +10.4k +10,384
41 Diligent Investors, LLC 0.23% of their portfolio REDLANDS, CA 27,15727.2k $926.3k $926.3k 0.23% Added +15.7k +15,657
42 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 25,14925.1k $857.8k $857.8k 0.01% Added +1.4k +1,354
43 GeoWealth Management, LLC 0.03% of their portfolio CHICAGO, IL 23,05423.1k $786.4k $786.4k 0.03% New
44 Schulz Wealth, LTD. 0.66% of their portfolio MANSFIELD, TX 22,73622.7k $775.5k $775.5k 0.66% Reduced -4.8k -4,850
45 Csenge Advisory Group 0.04% of their portfolio CLEARWATER, FL 22,65122.7k $772.6k $772.6k 0.04% New
46 BlueChip Wealth Advisors LLC 0.43% of their portfolio Milton, GA 21,35021.4k $728.2k $728.2k 0.43% New
47 B. Riley Wealth Advisors, Inc. 0.02% of their portfolio MEMPHIS, TN 21,11321.1k $720.2k $720.2k 0.02% Reduced -87.2k -87,184
48 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 20,91720.9k $713.5k $713.5k 0.00% Reduced -27.1k -27,081
49 Crown Wealth Group, LLC 0.32% of their portfolio Charlotte, NC 19,01719.0k $648.7k $648.7k 0.32% Reduced -838 -838
50 Strategic Blueprint, LLC 0.04% of their portfolio ATLANTA, GA 17,97018.0k $613.0k $613.0k 0.04% Added +3.2k +3,181
51 B.O.S.S. Retirement Advisors, LLC 0.15% of their portfolio Lehi, UT 17,40417.4k $593.7k $593.7k 0.15% New
52 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 16,50416.5k $563.0k $563.0k 0.00% Unchanged
53 Catalina Capital Group, LLC 0.20% of their portfolio Torrance, CA 15,37715.4k $524.5k $524.5k 0.20% New
54 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 15,16815.2k $517.4k $517.4k 0.00% Reduced -6.5k -6,477
55 REAP Financial Group, LLC 0.14% of their portfolio AUSTIN, TX 14,90214.9k $508.3k $508.3k 0.14% Reduced -427 -427
56 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 14,74614.7k $503.0k $503.0k 0.00% New
57 Santori & Peters, Inc. 0.21% of their portfolio CANONSBURG, PA 14,07014.1k $479.9k $479.9k 0.21% Unchanged
58 AIFG Consultants Ltd. 0.35% of their portfolio HALFMOON, NY 13,70013.7k $467.3k $467.3k 0.35% Unchanged
59 First Heartland Consultants, Inc. 0.05% of their portfolio LAKE ST. LOUIS, MO 13,29813.3k $454.0k $454.0k 0.05% Reduced -860 -860
60 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.04% of their portfolio CEDAR RAPIDS, IA 13,10113.1k $446.9k $446.9k 0.04% New
61 GTS SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 13,04313.0k $444.9k $444.9k 0.01% Unchanged
62 TOWNSQUARE CAPITAL LLC 0.01% of their portfolio Lehi, UT 12,60712.6k $430.0k $430.0k 0.01% New
63 Gallagher Fiduciary Advisors, LLC 0.09% of their portfolio ROLLING MEADOWS, IL 11,71111.7k $399.5k $399.5k 0.09% Added +5.6k +5,576
64 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 11,50011.5k $392.0k $392.0k 0.00% Reduced -500 -500
65 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 11,07611.1k $377.8k $377.8k 0.00% Added +3.4k +3,356
66 Orion Portfolio Solutions, LLC 0.00% of their portfolio Omaha, NE 11,07611.1k $377.8k $377.8k 0.00% Added +3.4k +3,356
67 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 11,03611.0k $376.0k $376.0k 0.00% Added +4.6k +4,554
68 HBW ADVISORY SERVICES LLC 0.06% of their portfolio SIMI VALLEY, CA 10,94810.9k $373.4k $373.4k 0.06% New
69 Robertson Stephens Wealth Management, LLC 0.02% of their portfolio San Francisco, CA 10,88010.9k $371.1k $371.1k 0.02% Unchanged
70 NORDEN GROUP LLC 0.07% of their portfolio PROVO, UT 10,76610.8k $367.2k $367.2k 0.07% New
71 NorthCrest Asset Manangement, LLC 0.01% of their portfolio PLYMOUTH, MN 10,05910.1k $343.1k $343.1k 0.01% Unchanged
72 Lifeworks Advisors, LLC 0.09% of their portfolio GRAND RAPIDS, MI 9,9129.9k $338.1k $338.1k 0.09% New
73 Quad-Cities Investment Group, LLC 0.19% of their portfolio DAVENPORT, IA 9,8419.8k $335.7k $335.7k 0.19% Added +1.1k +1,145
74 Integrity Financial Corp /WA 0.20% of their portfolio JACKSON, WY 9,1349.1k $311.6k $311.6k 0.20% Added +1.3k +1,284
75 BRASS TAX WEALTH MANAGEMENT, INC 0.06% of their portfolio CINCINNATI, OH 9,0309.0k $308.0k $308.0k 0.06% Unchanged
76 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 8,6408.6k $295.4k $295.4k 0.01% New
77 FOUNDERS FINANCIAL SECURITIES LLC 0.03% of their portfolio TOWSON, MD 8,5128.5k $290.3k $290.3k 0.03% New
78 Summit Financial Wealth Advisors, LLC 0.05% of their portfolio Lafayette, LA 7,7747.8k $265.2k $265.2k 0.05% Reduced -5.0k -4,963
79 1776 Wealth LLC 0.12% of their portfolio ATLANTA, GA 7,5607.6k $257.9k $257.9k 0.12% New
80 Brookstone Capital Management 0.00% of their portfolio WHEATON, IL 7,4487.4k $256.8k $256.8k 0.00% New
81 Ameritas Advisory Services, LLC 0.01% of their portfolio Lincoln, NE 7,3417.3k $250.4k $250.4k 0.01% New
82 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 7,3167.3k $249.5k $249.5k 0.01% New
83 StoneX Group Inc. 0.02% of their portfolio NEW YORK, NY 7,1387.1k $243.5k $243.5k 0.02% Unchanged
84 Kingdom Financial Group LLC. 0.16% of their portfolio PEORIA, AZ 7,1247.1k $243.0k $243.0k 0.16% New
85 POM Investment Strategies, LLC 0.17% of their portfolio RALEIGH, NC 6,1026.1k $208.1k $208.1k 0.17% New
86 CoreCap Advisors, LLC 0.02% of their portfolio SOUTHFIELD, MI 5,6445.6k $192.5k $192.5k 0.02% Added +2.2k +2,180
87 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.01% of their portfolio BIRMINGHAM, AL 5,1735.2k $176.5k $176.5k 0.01% Added +127 +127
88 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 5,1245.1k $175.0k $175.0k 0.01% New
89 BENJAMIN EDWARDS INC 0.03% of their portfolio Clayton, MO 5,0005.0k $171.0k $171.0k 0.03% Added +1.1k +1,135
90 GoalVest Advisory LLC 0.04% of their portfolio New York, NY 3,8163.8k $130.2k $130.2k 0.04% Reduced -608 -608
91 DHJJ Financial Advisors, Ltd. 0.05% of their portfolio NAPERVILLE, IL 3,6313.6k $123.9k $123.9k 0.05% Added +880 +880
92 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 2,6132.6k $89.1k $89.1k 0.00% Added +2.3k +2,313
93 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 2,5502.5k $87.0k $87.0k 0.00% Reduced -14.8k -14,802
94 Ashton Thomas Private Wealth, LLC 0.00% of their portfolio SCOTTSDALE, AZ 2,2122.2k $75.5k $75.5k 0.00% New
95 Capital Investment Advisory Services, LLC 0.01% of their portfolio RALEIGH, NC 2,0042.0k $68.4k $68.4k 0.01% Unchanged
96 Financial Network Wealth Advisors LLC 0.05% of their portfolio MURRAY, UT 1,8411.8k $62.8k $62.8k 0.05% New
97 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 1,6501.6k $56.3k $56.3k 0.00% Reduced -1.8k -1,750
98 MACROVIEW INVESTMENT MANAGEMENT LLC 0.06% of their portfolio BETHESDA, MD 1,5461.5k $52.7k $52.7k 0.06% New
99 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.01% of their portfolio BLUE BELL, PA 1,2041.2k $41.1k $41.1k 0.01% Unchanged
100 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,0001.0k $34.1k $34.1k 0.00% Reduced -160 -160