Vault-13

FIRST TR EXCHNG TRADED FD VI GJUN

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

112 institutional holders -10 vs Q3 2024
5,869,1145.9m shares reported held*
$211.3mreported value*
11 new 19 added 41 reduced 26 sold out net sold ≈ $114.9m (-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 ≈ $36.00.

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

050100150Q2 23: 55Q3 23: 80Q4 23: 80Q1 24: 78Q2 24: 105Q3 24: 122Q4 24: 112112Q2 23Q4 23Q2 24Q4 24
Numbers
QuarterHolders
Q2 202355
Q3 202380
Q4 202380
Q1 202478
Q2 2024105
Q3 2024122
Q4 2024112

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 24Q4 24: 30 bought or addedQ4 24: 67 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q3 20235815
Q4 20232741
Q1 20242544
Q2 20247326
Q3 20246843
Q4 20243067

Biggest buyers

Focus Partners Wealth Added +321,852+321.9k
AMERIPRISE FINANCIAL INC New +160,831+160.8k
Arkadios Wealth Advisors New +43,300+43.3k
NATIONS FINANCIAL GROUP INC, /IA/ /ADV Added +36,821+36.8k
Nvest Financial, LLC New +28,453+28.5k
Harvest Investment Services, LLC Added +23,617+23.6k
INDEPENDENT FINANCIAL GROUP, LLC Added +23,566+23.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +21,328+21.3k
Elevated Capital Advisors, LLC Added +16,373+16.4k
Global Retirement Partners, LLC New +12,135+12.1k

Biggest sellers

AE Wealth Management LLC Reduced -2,581,378-2.6m
Archer Investment Corp Reduced -312,392-312.4k
Lloyd Advisory Services, LLC. Sold out -194,264-194.3k
Outlook Wealth Advisors, LLC Sold out -156,613-156.6k
Pitti Group Wealth Management, LLC Sold out -103,385-103.4k
SMART Wealth LLC Sold out -79,199-79.2k
HOWARD BAILEY SECURITIES, LLC Sold out -52,701-52.7k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -42,298-42.3k
Cetera Investment Advisers Reduced -40,564-40.6k
Great Lakes Retirement, Inc. Sold out -38,752-38.8k

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, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 775,106775.1k $27.9m $27.9m 0.01% First filing
2 Focus Partners Wealth 0.03% of their portfolio ST LOUIS, MO 658,266658.3k $23.7m $23.7m 0.03% Added +321.9k +321,852
3 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 505,801505.8k $18.2m $18.2m 0.03% Reduced -42.3k -42,298
4 Mariner, LLC 0.02% of their portfolio Overland Park, KS 344,477344.5k $12.4m $12.4m 0.02% Reduced -4.0k -4,030
5 Atria Investments, Inc 0.15% of their portfolio Charlotte, NC 336,051336.1k $12.1m $12.1m 0.15% Reduced -8.4k -8,408
6 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 279,781279.8k $10.1m $10.1m 0.02% Reduced -40.6k -40,564
7 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 262,620262.6k $9.5m $9.5m 0.02% Reduced -19.3k -19,301
8 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 160,831160.8k $5.8m $5.8m 0.00% New
9 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 158,471158.5k $5.7m $5.7m 0.03% Reduced -2.4k -2,359
10 INDEPENDENT FINANCIAL GROUP, LLC 0.17% of their portfolio SAN DIEGO, CA 141,276141.3k $5.1m $5.1m 0.17% Added +23.6k +23,566
11 Americana Partners, LLC 0.15% of their portfolio Houston, TX 104,009104.0k $3.7m $3.7m 0.15% Reduced -3.5k -3,457
12 Harvest Investment Services, LLC 0.86% of their portfolio Oakbrook Terrace, IL 97,52097.5k $3.5m $3.5m 0.86% Added +23.6k +23,617
13 STEPHENS INC /AR/ 0.05% of their portfolio LITTLE ROCK, AR 94,67594.7k $3.4m $3.4m 0.05% Reduced -380 -380
14 Foundations Investment Advisors, LLC 0.05% of their portfolio PHOENIX, AZ 79,06979.1k $2.8m $2.8m 0.05% Reduced -2.5k -2,509
15 Noble Wealth Management PBC 1.93% of their portfolio GREENWOOD VILLAGE, CO 77,33377.3k $2.8m $2.8m 1.93% First filing
16 Prosperity Financial Group, Inc. 1.34% of their portfolio San Ramon, CA 74,56774.6k $2.7m $2.7m 1.34% Reduced -3.9k -3,929
17 Sunbelt Securities, Inc. 0.20% of their portfolio HOUSTON, TX 61,40661.4k $2.2m $2.2m 0.20% Reduced -90 -90
18 Elevated Capital Advisors, LLC 0.56% of their portfolio SANDY, UT 57,37457.4k $2.1m $2.1m 0.56% Added +16.4k +16,373
19 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 55,12555.1k $2.0m $2.0m 0.00% Added +11.7k +11,673
20 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 50,57050.6k $1.8m $1.8m 0.00% Added +6.3k +6,270
21 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.13% of their portfolio CEDAR RAPIDS, IA 49,92249.9k $1.8m $1.8m 0.13% Added +36.8k +36,821
22 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 45,40745.4k $1.6m $1.6m 0.00% Added +21.3k +21,328
23 NovaPoint Capital, LLC 0.49% of their portfolio ATLANTA, GA 44,45144.5k $1.6m $1.6m 0.49% Reduced -9.6k -9,584
24 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 43,98244.0k $1.6m $1.6m 0.00% Added +1.2k +1,163
25 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 43,80743.8k $1.6m $1.6m 0.00% Added +7.4k +7,356
26 Arkadios Wealth Advisors 0.09% of their portfolio ATLANTA, GA 43,30043.3k $1.6m $1.6m 0.09% New
27 Keystone Wealth Services, LLC 0.40% of their portfolio PALM DESERT, CA 41,83641.8k $1.5m $1.5m 0.40% Unchanged
28 SILVER OAK SECURITIES, INCORPORATED 0.13% of their portfolio JACKSON, TN 39,44539.4k $1.4m $1.4m 0.13% Unchanged
29 EPG Wealth Management LLC 0.37% of their portfolio ATLANTA, GA 39,30039.3k $1.4m $1.4m 0.37% Unchanged
30 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 36,91636.9k $1.3m $1.3m 0.01% Added +3.2k +3,214
31 BlueChip Wealth Advisors LLC 0.72% of their portfolio Milton, GA 36,19536.2k $1.3m $1.3m 0.72% Unchanged
32 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 35,76235.8k $1.3m $1.3m 0.00% Reduced -18.7k -18,749
33 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 33,23333.2k $1.2m $1.2m 0.01% Unchanged
34 Icon Wealth Advisors, LLC 0.09% of their portfolio HOUSTON, TX 31,49531.5k $1.1m $1.1m 0.09% Unchanged
35 LM Advisors LLC 0.21% of their portfolio SAN DIEGO, CA 31,29031.3k $1.1m $1.1m 0.21% Added +10.1k +10,080
36 CITY HOLDING CO 0.16% of their portfolio CHARLESTON, WV 31,10031.1k $1.1m $1.1m 0.16% Reduced -300 -300
37 Tanglewood Legacy Advisors, LLC 0.45% of their portfolio HOUSTON, TX 29,42229.4k $1.1m $1.1m 0.45% Unchanged
38 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 28,85028.9k $1.0m $1.0m 0.00% Reduced -679 -679
39 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 28,78228.8k $1.0m $1.0m 0.01% Reduced -1.2k -1,155
40 Nvest Financial, LLC 0.52% of their portfolio PORTSMOUTH, NH 28,45328.5k $1.0m $1.0m 0.52% New
41 Sequent Planning LLC 0.38% of their portfolio OMAHA, NE 28,44928.4k $1.0m $1.0m 0.38% Reduced -4.5k -4,531
42 Diligent Investors, LLC 0.23% of their portfolio REDLANDS, CA 28,15728.2k $1.0m $1.0m 0.23% Unchanged
43 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 27,31627.3k $983.4k $983.4k 0.01% Reduced -140 -140
44 Avantra Family Wealth, Inc. 0.91% of their portfolio MECHANICSBURG, PA 27,05027.1k $973.8k $973.8k 0.91% First filing
45 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 25,01525.0k $900.5k $900.5k 0.01% Reduced -2.6m -2,581,378
46 MAI Capital Management 0.01% of their portfolio INDEPENDENCE, OH 24,20124.2k $871.2k $871.2k 0.01% Reduced -15.8k -15,828
47 GRIES FINANCIAL LLC 0.15% of their portfolio Cleveland, OH 23,17123.2k $834.2k $834.2k 0.15% Reduced -9.0k -8,969
48 Schulz Wealth, LTD. 0.63% of their portfolio MANSFIELD, TX 22,77922.8k $820.0k $820.0k 0.63% Unchanged
49 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 21,41121.4k $770.8k $770.8k 0.00% Added +4.9k +4,916
50 FOUNDERS FINANCIAL SECURITIES LLC 0.06% of their portfolio TOWSON, MD 18,76918.8k $675.7k $675.7k 0.06% Added +3.4k +3,440
51 Wood Tarver Financial Group, LLC 0.22% of their portfolio BOISE, ID 17,94317.9k $645.0k $645.0k 0.22% First filing
52 SAGESPRING WEALTH PARTNERS, LLC 0.02% of their portfolio FRANKLIN, TN 17,50117.5k $630.0k $630.0k 0.02% First filing
53 Catalina Capital Group, LLC 0.18% of their portfolio Torrance, CA 15,37715.4k $553.6k $553.6k 0.18% Unchanged
54 TOWNSQUARE CAPITAL LLC 0.01% of their portfolio Lehi, UT 15,37515.4k $553.5k $553.5k 0.01% Added +109 +109
55 Integrity Financial Corp /WA 0.32% of their portfolio JACKSON, WY 15,34715.3k $552.5k $552.5k 0.32% Reduced -138 -138
56 CreativeOne Wealth, LLC 0.02% of their portfolio OVERLAND PARK, KS 15,08515.1k $543.1k $543.1k 0.02% Reduced -184 -184
57 Archer Investment Corp 0.14% of their portfolio Carmel, IN 14,76414.8k $531.5k $531.5k 0.14% Reduced -312.4k -312,392
58 Bison Wealth, LLC 0.06% of their portfolio ATLANTA, GA 14,19714.2k $511.1k $511.1k 0.06% First filing
59 Santori & Peters, Inc. 0.19% of their portfolio CANONSBURG, PA 14,07014.1k $506.5k $506.5k 0.19% Unchanged
60 REAP Financial Group, LLC 0.12% of their portfolio AUSTIN, TX 13,95914.0k $502.5k $502.5k 0.12% Reduced -526 -526
61 AIFG Consultants Ltd. 0.80% of their portfolio HALFMOON, NY 13,70013.7k $493.2k $493.2k 0.80% Unchanged
62 Gallagher Fiduciary Advisors, LLC 0.09% of their portfolio ROLLING MEADOWS, IL 13,13813.1k $473.0k $473.0k 0.09% Unchanged
63 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 12,43912.4k $447.8k $447.8k 0.01% Reduced -447 -447
64 Global Retirement Partners, LLC 0.01% of their portfolio San Rafael, CA 12,13512.1k $436.9k $436.9k 0.01% New
65 NORDEN GROUP LLC 0.05% of their portfolio PROVO, UT 11,62511.6k $418.5k $418.5k 0.05% Unchanged
66 ORG Partners LLC 0.06% of their portfolio ROANOKE, IN 11,50011.5k $414.0k $414.0k 0.06% New
67 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 11,06911.1k $398.0k $398.0k 0.00% Added +36 +36
68 Robertson Stephens Wealth Management, LLC 0.01% of their portfolio San Francisco, CA 10,88010.9k $391.7k $391.7k 0.01% Unchanged
69 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 10,85610.9k $390.8k $390.8k 0.00% Reduced -3 -3
70 Orion Portfolio Solutions, LLC 0.00% of their portfolio Omaha, NE 10,85610.9k $390.8k $390.8k 0.00% Reduced -3 -3
71 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 10,50010.5k $378.0k $378.0k 0.00% Unchanged
72 NorthCrest Asset Manangement, LLC 0.01% of their portfolio PLYMOUTH, MN 10,05910.1k $362.1k $362.1k 0.01% Unchanged
73 UPTICK PARTNERS, LLC 0.13% of their portfolio NACOGDOCHES, TX 9,7189.7k $349.8k $349.8k 0.13% Unchanged
74 First Heartland Consultants, Inc. 0.03% of their portfolio LAKE ST. LOUIS, MO 9,4069.4k $338.6k $338.6k 0.03% Unchanged
75 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 9,3449.3k $336.4k $336.4k 0.01% Reduced -3.1k -3,073
76 Lifeworks Advisors, LLC 0.06% of their portfolio GRAND RAPIDS, MI 9,2569.3k $333.2k $333.2k 0.06% Reduced -656 -656
77 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 8,8618.9k $319.0k $319.0k 0.00% Reduced -8.2k -8,229
78 Ameritas Advisory Services, LLC 0.01% of their portfolio Lincoln, NE 8,8588.9k $318.9k $318.9k 0.01% Reduced -2.7k -2,699
79 Chris Bulman Inc 0.20% of their portfolio ROSEVILLE, CA 8,7298.7k $314.2k $314.2k 0.20% Added +2.0k +1,968
80 Quad-Cities Investment Group, LLC 0.15% of their portfolio DAVENPORT, IA 8,6968.7k $313.1k $313.1k 0.15% Unchanged
81 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 8,5768.6k $314.3k $314.3k 0.00% Unchanged
82 Strategic Blueprint, LLC 0.02% of their portfolio ATLANTA, GA 7,8977.9k $284.3k $284.3k 0.02% Reduced -1.4k -1,381
83 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 7,6757.7k $276.3k $276.3k 0.01% Reduced -13.1k -13,138
84 1776 Wealth LLC 0.13% of their portfolio ATLANTA, GA 7,5607.6k $272.2k $272.2k 0.13% Unchanged
85 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 7,3917.4k $266.1k $266.1k 0.01% Unchanged
86 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 7,3507.3k $264.6k $264.6k 0.00% Unchanged
87 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 7,1887.2k $258.8k $258.8k 0.01% Added +1.1k +1,119
88 StoneX Group Inc. 0.01% of their portfolio NEW YORK, NY 7,0217.0k $252.8k $252.8k 0.01% Unchanged
89 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 6,6126.6k $238.0k $238.0k 0.00% Reduced -5.1k -5,098
90 Corus Family Wealth Advisors 0.16% of their portfolio MCKINNEY, TX 6,6096.6k $237.9k $237.9k 0.16% Unchanged
91 BRASS TAX WEALTH MANAGEMENT, INC 0.05% of their portfolio CINCINNATI, OH 6,5306.5k $235.1k $235.1k 0.05% Reduced -11.5k -11,530
92 Cornell Pochily Investment Advisors, Inc. 0.08% of their portfolio ITHACA, NY 6,4506.5k $232.2k $232.2k 0.08% Unchanged
93 PRINCIPAL SECURITIES, INC. 0.01% of their portfolio DES MOINES, IA 6,3506.3k $228.6k $228.6k 0.01% Unchanged
94 TWO SIGMA SECURITIES, LLC 0.04% of their portfolio NEW YORK, NY 6,0696.1k $218.5k $218.5k 0.04% New
95 HBW ADVISORY SERVICES LLC 0.02% of their portfolio SIMI VALLEY, CA 5,8855.9k $211.9k $211.9k 0.02% Reduced -7.4k -7,400
96 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 5,1245.1k $184.0k $184.0k 0.01% Unchanged
97 PFG Private Wealth Management, LLC 0.10% of their portfolio LUTZ, FL 4,6744.7k $168.3k $168.3k 0.10% New
98 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.01% of their portfolio BIRMINGHAM, AL 4,1664.2k $152.7k $152.7k 0.01% Reduced -1.0k -1,007
99 GoalVest Advisory LLC 0.04% of their portfolio New York, NY 3,8653.9k $139.1k $139.1k 0.04% Unchanged
100 DHJJ Financial Advisors, Ltd. 0.05% of their portfolio NAPERVILLE, IL 3,6313.6k $130.7k $130.7k 0.05% Unchanged