Vault-13

FIRST TR EXCHNG TRADED FD VI GJUN

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

122 institutional holders +17 vs Q2 2024
9,305,0389.3m shares reported held*
$329.2mreported value*
25 new 43 added 34 reduced 9 sold out net bought ≈ $29.8m (+841.0k 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 ≈ $35.38.

Trends to Q3 2024

Institutional holders

Managers reporting a position, each quarter

050100150Q2 23: 55Q3 23: 80Q4 23: 80Q1 24: 78Q2 24: 105Q3 24: 122122Q2 23Q3 23Q4 23Q1 24Q2 24Q3 24
Numbers
QuarterHolders
Q2 202355
Q3 202380
Q4 202380
Q1 202478
Q2 2024105
Q3 2024122

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 24Q3 24: 68 bought or addedQ3 24: 43 cut or sold outQ3 24
Numbers
QuarterBought or addedCut or sold out
Q3 20235815
Q4 20232741
Q1 20242544
Q2 20247326
Q3 20246843

Biggest buyers

Raymond James Financial Services Advisors, Inc. Added +353,774+353.8k
COMMONWEALTH EQUITY SERVICES, LLC Added +328,561+328.6k
AE Wealth Management LLC Added +214,945+214.9k
RAYMOND JAMES & ASSOCIATES Added +115,590+115.6k
SMART Wealth LLC New +79,199+79.2k
Harvest Investment Services, LLC New +73,903+73.9k
Kestra Advisory Services, LLC Added +61,566+61.6k
OSAIC HOLDINGS, INC. Added +59,636+59.6k
JANE STREET GROUP, LLC New +54,511+54.5k
STEPHENS INC /AR/ Added +54,145+54.1k

Biggest sellers

Prospera Financial Services Inc Sold out -274,368-274.4k
ENVESTNET ASSET MANAGEMENT INC Reduced -266,096-266.1k
Cetera Investment Advisers Reduced -157,433-157.4k
CreativeOne Wealth, LLC Reduced -109,535-109.5k
Americana Partners, LLC Reduced -45,732-45.7k
GeoWealth Management, LLC Sold out -23,054-23.1k
Sequent Planning LLC Reduced -19,643-19.6k
Crown Wealth Group, LLC Sold out -19,017-19.0k
GTS SECURITIES LLC Sold out -13,043-13.0k
Focus Partners Wealth Reduced -8,878-8.9k

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, Q3 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 AE Wealth Management LLC 0.84% of their portfolio TOPEKA, KS 2,606,3932.6m $92.3m $92.3m 0.84% Added +214.9k +214,945
2 Raymond James Financial Services Advisors, Inc. 0.04% of their portfolio ST. PETERSBURG, FL 822,503822.5k $29.1m $29.1m 0.04% Added +353.8k +353,774
3 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 548,099548.1k $19.4m $19.4m 0.03% Added +328.6k +328,561
4 Mariner, LLC 0.02% of their portfolio Overland Park, KS 348,507348.5k $12.3m $12.3m 0.02% Added +13.7k +13,748
5 Atria Investments, Inc 0.15% of their portfolio Charlotte, NC 344,459344.5k $12.2m $12.2m 0.15% Reduced -6.1k -6,105
6 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 341,250341.2k $12.1m $12.1m 0.01% Added +115.6k +115,590
7 Focus Partners Wealth 0.04% of their portfolio ST LOUIS, MO 336,414336.4k $11.9m $11.9m 0.04% Reduced -8.9k -8,878
8 Archer Investment Corp 3.11% of their portfolio Carmel, IN 327,156327.2k $11.6m $11.6m 3.11% Reduced -7.3k -7,259
9 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 320,345320.3k $11.3m $11.3m 0.02% Reduced -157.4k -157,433
10 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 281,921281.9k $10.0m $10.0m 0.02% Added +59.6k +59,636
11 Lloyd Advisory Services, LLC. 3.33% of their portfolio SUWANEE, GA 194,264194.3k $6.9m $6.9m 3.33% Reduced -4.5k -4,502
12 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 160,830160.8k $5.7m $5.7m 0.03% Added +61.6k +61,566
13 Outlook Wealth Advisors, LLC 1.59% of their portfolio SHENANDOAH, TX 156,613156.6k $5.5m $5.5m 1.59% Added +862 +862
14 INDEPENDENT FINANCIAL GROUP, LLC 0.15% of their portfolio SAN DIEGO, CA 117,710117.7k $4.2m $4.2m 0.15% Added +48.1k +48,115
15 Americana Partners, LLC 0.26% of their portfolio Houston, TX 107,466107.5k $3.8m $3.8m 0.26% Reduced -45.7k -45,732
16 Pitti Group Wealth Management, LLC 3.58% of their portfolio VICTOR, NY 103,385103.4k $3.3m $3.3m 3.58% Unchanged
17 STEPHENS INC /AR/ 0.05% of their portfolio LITTLE ROCK, AR 95,05595.1k $3.4m $3.4m 0.05% Added +54.1k +54,145
18 Foundations Investment Advisors, LLC 0.06% of their portfolio PHOENIX, AZ 81,57881.6k $2.9m $2.9m 0.06% Reduced -1.2k -1,218
19 SMART Wealth LLC 1.10% of their portfolio Omaha, NE 79,19979.2k $2.8m $2.8m 1.10% New
20 Prosperity Financial Group, Inc. 1.56% of their portfolio San Ramon, CA 78,49678.5k $2.8m $2.8m 1.56% Reduced -7.1k -7,124
21 Harvest Investment Services, LLC 0.84% of their portfolio Oakbrook Terrace, IL 73,90373.9k $2.6m $2.6m 0.84% New
22 Sunbelt Securities, Inc. 0.21% of their portfolio HOUSTON, TX 61,49661.5k $2.2m $2.2m 0.21% Added +3.2k +3,166
23 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 54,51154.5k $1.9m $1.9m 0.00% New
24 NovaPoint Capital, LLC 0.59% of their portfolio ATLANTA, GA 54,03554.0k $1.9m $1.9m 0.59% Added +4.4k +4,403
25 HOWARD BAILEY SECURITIES, LLC 0.71% of their portfolio FORT WAYNE, IN 52,70152.7k $1.9m $1.9m 0.71% First filing
26 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 44,30044.3k $1.6m $1.6m 0.00% Reduced -266.1k -266,096
27 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 43,45243.5k $1.5m $1.5m 0.00% Reduced -1.1k -1,125
28 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 42,81942.8k $1.5m $1.5m 0.00% Unchanged
29 Keystone Wealth Services, LLC 0.41% of their portfolio PALM DESERT, CA 41,83641.8k $1.5m $1.5m 0.41% Added +800 +800
30 Elevated Capital Advisors, LLC 0.39% of their portfolio SANDY, UT 41,00141.0k $1.5m $1.5m 0.39% New
31 MAI Capital Management 0.01% of their portfolio INDEPENDENCE, OH 40,02940.0k $1.4m $1.4m 0.01% Reduced -6.1k -6,075
32 SILVER OAK SECURITIES, INCORPORATED 0.15% of their portfolio JACKSON, TN 39,44539.4k $1.4m $1.4m 0.15% Unchanged
33 EPG Wealth Management LLC 0.35% of their portfolio ATLANTA, GA 39,30039.3k $1.4m $1.4m 0.35% Added +39.3k +39,300
34 Great Lakes Retirement, Inc. 0.18% of their portfolio SANDUSKY, OH 38,75238.8k $1.4m $1.4m 0.18% Reduced -855 -855
35 FWG Investments, LLC. 1.12% of their portfolio LEXINGTON, KY 36,62536.6k $1.3m $1.3m 1.12% Added +6.3k +6,267
36 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 36,45136.5k $1.3m $1.3m 0.00% Added +2.0k +1,956
37 BlueChip Wealth Advisors LLC 0.67% of their portfolio Milton, GA 36,19536.2k $1.3m $1.3m 0.67% Added +14.8k +14,845
38 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 33,70233.7k $1.2m $1.2m 0.01% Added +1.8k +1,812
39 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 33,23333.2k $1.2m $1.2m 0.01% Added +8.1k +8,084
40 Sequent Planning LLC 0.40% of their portfolio OMAHA, NE 32,98033.0k $1.2m $1.2m 0.40% Reduced -19.6k -19,643
41 GRIES FINANCIAL LLC 0.21% of their portfolio Cleveland, OH 32,14032.1k $1.1m $1.1m 0.21% New
42 Icon Wealth Advisors, LLC 0.09% of their portfolio HOUSTON, TX 31,49531.5k $1.1m $1.1m 0.09% Unchanged
43 CITY HOLDING CO 0.15% of their portfolio CHARLESTON, WV 31,40031.4k $1.1m $1.1m 0.15% Unchanged
44 Authentikos Wealth Advisory, LLC 1.06% of their portfolio MORGAN HILL, CA 31,15831.2k $1.1m $1.1m 1.06% New
45 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 29,93729.9k $1.1m $1.1m 0.01% Added +15.2k +15,191
46 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 29,52929.5k $1.0m $1.0m 0.00% Added +2.3k +2,277
47 Tanglewood Legacy Advisors, LLC 0.46% of their portfolio HOUSTON, TX 29,42229.4k $1.0m $1.0m 0.46% Unchanged
48 Diligent Investors, LLC 0.23% of their portfolio REDLANDS, CA 28,15728.2k $997.3k $997.3k 0.23% Added +1.0k +1,000
49 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 27,45627.5k $972.5k $972.5k 0.01% Reduced -1.0k -1,006
50 Csenge Advisory Group 0.05% of their portfolio CLEARWATER, FL 26,85426.9k $954.4k $954.4k 0.05% Added +4.2k +4,203
51 SECURED RETIREMENT ADVISORS, LLC 0.65% of their portfolio ST LOUIS PARK, MN 25,58425.6k $906.2k $906.2k 0.65% New
52 B.O.S.S. Retirement Advisors, LLC 0.18% of their portfolio Lehi, UT 24,73224.7k $876.0k $876.0k 0.18% Added +7.3k +7,328
53 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 24,07924.1k $852.9k $852.9k 0.00% Added +3.2k +3,162
54 Schulz Wealth, LTD. 0.62% of their portfolio MANSFIELD, TX 22,77922.8k $806.8k $806.8k 0.62% Added +43 +43
55 LM Advisors LLC 0.15% of their portfolio SAN DIEGO, CA 21,21021.2k $751.0k $751.0k 0.15% Reduced -8.1k -8,050
56 B. Riley Wealth Advisors, Inc. 0.02% of their portfolio MEMPHIS, TN 20,81320.8k $734.4k $734.4k 0.02% Reduced -300 -300
57 BRASS TAX WEALTH MANAGEMENT, INC 0.09% of their portfolio CINCINNATI, OH 18,06018.1k $639.7k $639.7k 0.09% Added +9.0k +9,030
58 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 17,09017.1k $605.3k $605.3k 0.00% New
59 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 16,49516.5k $584.3k $584.3k 0.00% Reduced -9 -9
60 Integrity Financial Corp /WA 0.32% of their portfolio JACKSON, WY 15,48515.5k $548.5k $548.5k 0.32% Added +6.4k +6,351
61 Catalina Capital Group, LLC 0.18% of their portfolio Torrance, CA 15,37715.4k $544.7k $544.7k 0.18% Unchanged
62 FOUNDERS FINANCIAL SECURITIES LLC 0.05% of their portfolio TOWSON, MD 15,32915.3k $543.0k $543.0k 0.05% Added +6.8k +6,817
63 CreativeOne Wealth, LLC 0.02% of their portfolio OVERLAND PARK, KS 15,26915.3k $540.8k $540.8k 0.02% Reduced -109.5k -109,535
64 TOWNSQUARE CAPITAL LLC 0.01% of their portfolio Lehi, UT 15,26615.3k $540.7k $540.7k 0.01% Added +2.7k +2,659
65 REAP Financial Group, LLC 0.13% of their portfolio AUSTIN, TX 14,48514.5k $513.1k $513.1k 0.13% Reduced -417 -417
66 Santori & Peters, Inc. 0.20% of their portfolio CANONSBURG, PA 14,07014.1k $498.4k $498.4k 0.20% Unchanged
67 AIFG Consultants Ltd. 0.37% of their portfolio HALFMOON, NY 13,70013.7k $485.3k $485.3k 0.37% Unchanged
68 HBW ADVISORY SERVICES LLC 0.07% of their portfolio SIMI VALLEY, CA 13,28513.3k $470.6k $470.6k 0.07% Added +2.3k +2,337
69 Gallagher Fiduciary Advisors, LLC 0.09% of their portfolio ROLLING MEADOWS, IL 13,13813.1k $465.3k $465.3k 0.09% Added +1.4k +1,427
70 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.03% of their portfolio CEDAR RAPIDS, IA 13,10113.1k $464.0k $464.0k 0.03% Unchanged
71 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 12,88612.9k $456.4k $456.4k 0.01% Added +5.4k +5,438
72 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 12,41712.4k $439.8k $439.8k 0.01% New
73 FSA Advisors, Inc. 0.41% of their portfolio TROY, MI 12,00212.0k $409.4k $409.4k 0.41% New
74 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 11,71011.7k $414.8k $414.8k 0.00% Reduced -3.5k -3,458
75 NORDEN GROUP LLC 0.05% of their portfolio PROVO, UT 11,62511.6k $411.8k $411.8k 0.05% Added +859 +859
76 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 11,55711.6k $409.3k $409.3k 0.02% Added +4.2k +4,216
77 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 11,03311.0k $391.0k $391.0k 0.00% Reduced -3 -3
78 Robertson Stephens Wealth Management, LLC 0.01% of their portfolio San Francisco, CA 10,88010.9k $385.4k $385.4k 0.01% Unchanged
79 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 10,85910.9k $384.6k $384.6k 0.00% Reduced -217 -217
80 Orion Portfolio Solutions, LLC 0.00% of their portfolio Omaha, NE 10,85910.9k $384.6k $384.6k 0.00% Reduced -217 -217
81 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 10,50010.5k $372.0k $372.0k 0.00% Reduced -1.0k -1,000
82 NorthCrest Asset Manangement, LLC 0.01% of their portfolio PLYMOUTH, MN 10,05910.1k $356.3k $356.3k 0.01% Unchanged
83 Lifeworks Advisors, LLC 0.07% of their portfolio GRAND RAPIDS, MI 9,9129.9k $351.1k $351.1k 0.07% Unchanged
84 UPTICK PARTNERS, LLC 0.15% of their portfolio NACOGDOCHES, TX 9,7189.7k $344.2k $344.2k 0.15% New
85 First Heartland Consultants, Inc. 0.04% of their portfolio LAKE ST. LOUIS, MO 9,4069.4k $333.0k $333.0k 0.04% Reduced -3.9k -3,892
86 Strategic Blueprint, LLC 0.02% of their portfolio ATLANTA, GA 9,2789.3k $328.6k $328.6k 0.02% Reduced -8.7k -8,692
87 Quad-Cities Investment Group, LLC 0.15% of their portfolio DAVENPORT, IA 8,6968.7k $308.0k $308.0k 0.15% Reduced -1.1k -1,145
88 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 8,5768.6k $309.4k $309.4k 0.00% New
89 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 8,1578.2k $288.0k $288.0k 0.00% New
90 1776 Wealth LLC 0.12% of their portfolio ATLANTA, GA 7,5607.6k $267.8k $267.8k 0.12% Unchanged
91 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 7,3917.4k $261.8k $261.8k 0.01% Added +75 +75
92 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 7,3507.3k $260.3k $260.3k 0.00% New
93 Kingdom Financial Group LLC. 0.19% of their portfolio PEORIA, AZ 7,2267.2k $255.9k $255.9k 0.19% Added +102 +102
94 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 7,0707.1k $251.4k $251.4k 0.01% Reduced -1.6k -1,570
95 StoneX Group Inc. 0.02% of their portfolio NEW YORK, NY 7,0217.0k $248.7k $248.7k 0.02% Reduced -117 -117
96 Chris Bulman Inc 0.16% of their portfolio ROSEVILLE, CA 6,7616.8k $239.5k $239.5k 0.16% New
97 Corus Family Wealth Advisors 0.17% of their portfolio MCKINNEY, TX 6,6096.6k $234.1k $234.1k 0.17% New
98 Cornell Pochily Investment Advisors, Inc. 0.08% of their portfolio ITHACA, NY 6,4506.5k $228.5k $228.5k 0.08% New
99 PRINCIPAL SECURITIES, INC. 0.01% of their portfolio DES MOINES, IA 6,3506.3k $224.9k $224.9k 0.01% Added +4.7k +4,700
100 Blackston Financial Advisory Group, LLC 0.11% of their portfolio THE VILLAGES, FL 6,2056.2k $219.8k $219.8k 0.11% New