Vault-13

FIRST TR EXCHNG TRADED FD VI GMAY

FT VEST U.S EQT · ETP · CUSIP 33740F441

98 institutional holders -3 vs Q4 2025
2,994,8553.0m shares reported held*
$122.7mreported value*
8 new 15 added 41 reduced 8 sold out net sold ≈ $9.0m (-211.1k 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 ≈ $40.96.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q2 23: 39Q3 23: 47Q4 23: 49Q1 24: 44Q2 24: 80Q3 24: 86Q4 24: 100Q1 25: 89Q2 25: 101Q3 25: 97Q4 25: 101Q1 26: 9898Q2 23Q1 24Q4 24Q3 25Q1 26
Numbers
QuarterHolders
Q2 202339
Q3 202347
Q4 202349
Q1 202444
Q2 202480
Q3 202486
Q4 2024100
Q1 202589
Q2 2025101
Q3 202597
Q4 2025101
Q1 202698

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 24: 70 bought or addedQ2 24: 9 cut or sold outQ3 24: 32 bought or addedQ3 24: 30 cut or sold outQ3 24Q4 24: 26 bought or addedQ4 24: 41 cut or sold outQ1 25: 18 bought or addedQ1 25: 48 cut or sold outQ1 25Q2 25: 62 bought or addedQ2 25: 32 cut or sold outQ3 25: 20 bought or addedQ3 25: 54 cut or sold outQ3 25Q4 25: 28 bought or addedQ4 25: 46 cut or sold outQ1 26: 23 bought or addedQ1 26: 49 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024709
Q3 20243230
Q4 20242641
Q1 20251848
Q2 20256232
Q3 20252054
Q4 20252846
Q1 20262349

Biggest buyers

Kestra Advisory Services, LLC Added +26,214+26.2k
Keystone Wealth Services, LLC New +26,031+26.0k
OLD MISSION CAPITAL LLC Added +18,543+18.5k
Concurrent Investment Advisors, LLC New +13,114+13.1k
KINTRA WEALTH, LLC New +13,065+13.1k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +9,046+9.0k
PARK AVENUE SECURITIES LLC New +8,688+8.7k
MILESTONE ASSET MANAGEMENT, LLC Added +7,561+7.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +6,465+6.5k
HARBOUR INVESTMENTS, INC. Added +5,725+5.7k

Biggest sellers

Americana Partners, LLC Reduced -62,431-62.4k
RAYMOND JAMES FINANCIAL INC Reduced -57,302-57.3k
OSAIC HOLDINGS, INC. Reduced -54,030-54.0k
Cetera Investment Advisers Reduced -41,841-41.8k
Clear Creek Financial Management, LLC Reduced -35,489-35.5k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -33,933-33.9k
Janney Montgomery Scott LLC Reduced -11,838-11.8k
Per Stirling Capital Management, LLC. Reduced -10,162-10.2k
Ignite Planners, LLC Reduced -7,882-7.9k
Madrona Financial Services, LLC Sold out -6,981-7.0k

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 -2.6 pts · filed 2026-10-19 20.8% -2.6 pts 2.1m≈ $91.0m 2026-10-19

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 242,455242.5k $10.0m $10.0m 0.00% Reduced -57.3k -57,302
2 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 221,607221.6k $9.1m $9.1m 0.01% Reduced -41.8k -41,841
3 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 221,201221.2k $9.1m $9.1m 0.01% Reduced -54.0k -54,030
4 Americana Partners, LLC 0.22% of their portfolio Houston, TX 208,703208.7k $8.6m $8.6m 0.22% Reduced -62.4k -62,431
5 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 201,100201.1k $8.3m $8.3m 0.03% Added +26.2k +26,214
6 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 184,794184.8k $7.6m $7.6m 0.00% Reduced -2.6k -2,587
7 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 183,909183.9k $7.6m $7.6m 0.01% Reduced -33.9k -33,933
8 MILESTONE ASSET MANAGEMENT, LLC 1.09% of their portfolio PITTSBURGH, PA 144,180144.2k $5.9m $5.9m 1.09% Added +7.6k +7,561
9 Wood Tarver Financial Group, LLC 1.53% of their portfolio BOISE, ID 134,484134.5k $5.5m $5.5m 1.53% Reduced -3.3k -3,300
10 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 62,23362.2k $2.6m $2.6m 0.01% Reduced -1.9k -1,938
11 TopTier Wealth Management, LLC 1.51% of their portfolio MUSKEGO, WI 59,71059.7k $2.5m $2.5m 1.51% Unchanged
12 CITY HOLDING CO 0.26% of their portfolio CHARLESTON, WV 50,48450.5k $2.1m $2.1m 0.26% Unchanged
13 Kovack Advisors, Inc. 0.09% of their portfolio FT. LAUDERDALE, FL 42,34542.3k $1.7m $1.7m 0.09% Reduced -143 -143
14 Per Stirling Capital Management, LLC. 0.18% of their portfolio AUSTIN, TX 39,27439.3k $1.6m $1.6m 0.18% Reduced -10.2k -10,162
15 OLD MISSION CAPITAL LLC 0.04% of their portfolio CHICAGO, IL 39,18439.2k $1.6m $1.6m 0.04% Added +18.5k +18,543
16 Tanglewood Legacy Advisors, LLC 0.57% of their portfolio HOUSTON, TX 38,44138.4k $1.6m $1.6m 0.57% Unchanged
17 INSIGNEO ADVISORY SERVICES, LLC 0.11% of their portfolio MIAMI, FL 38,28738.3k $1.6m $1.6m 0.11% Reduced -1.8k -1,750
18 FOUNDERS FINANCIAL SECURITIES LLC 0.09% of their portfolio TOWSON, MD 37,84237.8k $1.6m $1.6m 0.09% Added +5.2k +5,185
19 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 36,43936.4k $1.5m $1.5m 0.00% Added +5.7k +5,711
20 Ballast Rock Private Wealth LLC 0.81% of their portfolio CHARLESTON, SC 35,73935.7k $1.5m $1.5m 0.81% Unchanged
21 Savvy Advisors, Inc. 0.03% of their portfolio NEW YORK, NY 30,12530.1k $1.2m $1.2m 0.03% Reduced -4.4k -4,373
22 Chris Bulman Inc 0.54% of their portfolio ROSEVILLE, CA 29,82729.8k $1.2m $1.2m 0.54% Added +1.4k +1,366
23 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 29,75529.8k $1.2m $1.2m 0.01% Added +713 +713
24 Keystone Wealth Services, LLC 0.23% of their portfolio PALM DESERT, CA 26,03126.0k $1.1m $1.1m 0.23% New
25 Clearstead Advisors, LLC 0.01% of their portfolio CLEVELAND, OH 24,51624.5k $1.0m $1.0m 0.01% Unchanged
26 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 23,37923.4k $959.9k $959.9k 0.00% Added +2.4k +2,409
27 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 22,72722.7k $933.2k $933.2k 0.00% Added +6.5k +6,465
28 Clear Creek Financial Management, LLC 0.05% of their portfolio SILVERDALE, WA 17,47117.5k $717.4k $717.4k 0.05% Reduced -35.5k -35,489
29 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 17,13317.1k $703.5k $703.5k 0.00% Reduced -19 -19
30 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 17,05517.1k $700.3k $700.3k 0.01% Unchanged
31 Ignite Planners, LLC 0.10% of their portfolio SAN CLEMENTE, CA 15,71015.7k $645.1k $645.1k 0.10% Reduced -7.9k -7,882
32 Geneos Wealth Management Inc. 0.01% of their portfolio ENGLEWOOD, CO 15,50015.5k $636.4k $636.4k 0.01% Reduced -750 -750
33 Beacon Financial Advisory LLC 0.14% of their portfolio CLEVELAND, OH 14,77014.8k $606.5k $606.5k 0.14% Unchanged
34 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 14,73214.7k $604.9k $604.9k 0.01% Reduced -1.5k -1,458
35 Capital Analysts, LLC 0.02% of their portfolio FORT WASHINGTON, PA 14,37814.4k $590.0k $590.0k 0.02% Reduced -1.4k -1,427
36 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 13,71013.7k $189.0k $189.0k 0.00% Added +9.0k +9,046
37 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 13,47113.5k $553.0k $553.0k 0.00% Reduced -11.8k -11,838
38 Sunbelt Securities, Inc. 0.03% of their portfolio HOUSTON, TX 13,32513.3k $547.1k $547.1k 0.03% Unchanged
39 DHJJ Financial Advisors, Ltd. 0.18% of their portfolio NAPERVILLE, IL 13,23313.2k $543.4k $543.4k 0.18% Reduced -263 -263
40 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 13,22013.2k $542.8k $542.8k 0.00% Reduced -4.9k -4,888
41 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 13,11413.1k $538.5k $538.5k 0.01% New
42 KINTRA WEALTH, LLC 0.04% of their portfolio WILLIAMSPORT, PA 13,06513.1k $536.5k $536.5k 0.04% New
43 Diligent Investors, LLC 0.13% of their portfolio REDLANDS, CA 13,01513.0k $534.4k $534.4k 0.13% Reduced -75 -75
44 Arete Wealth Advisors, LLC 0.04% of their portfolio CHICAGO, IL 13,00013.0k $534.6k $534.6k 0.04% Unchanged
45 Financial Network Wealth Advisors LLC 0.53% of their portfolio MURRAY, UT 12,64212.6k $519.1k $519.1k 0.53% Unchanged
46 M Holdings Securities, Inc. 0.03% of their portfolio PORTLAND, OR 12,00012.0k $493.0k $493.0k 0.03% Unchanged
47 MBL Wealth, LLC 0.04% of their portfolio CHARLOTTE, NC 12,00012.0k $492.7k $492.7k 0.04% Unchanged
48 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 11,77911.8k $483.6k $483.6k 0.00% Reduced -1.7k -1,704
49 Stonebridge Financial Group, LLC 0.04% of their portfolio Wormleysburg, PA 11,49811.5k $472.1k $472.1k 0.04% Unchanged
50 Waverly Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 10,67410.7k $438.3k $438.3k 0.00% Reduced -1.5k -1,500
51 KINGSWOOD WEALTH ADVISORS, LLC 0.02% of their portfolio SAN DIEGO, CA 10,49110.5k $430.8k $430.8k 0.02% Reduced -6.1k -6,090
52 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 10,14010.1k $416.4k $416.4k 0.00% Reduced -1.0k -1,000
53 UPTICK PARTNERS, LLC 0.08% of their portfolio NACOGDOCHES, TX 9,2419.2k $379.4k $379.4k 0.08% Unchanged
54 NorthCrest Asset Manangement, LLC 0.01% of their portfolio PLYMOUTH, MN 9,1369.1k $377.5k $377.5k 0.01% Reduced -1.0k -1,020
55 CENTAURUS FINANCIAL, INC. 0.02% of their portfolio ANAHEIM, CA 9,0869.1k $373.0k $373.0k 0.02% Unchanged
56 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 8,7908.8k $360.9k $360.9k 0.01% Reduced -2.8k -2,796
57 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 8,6888.7k $357.0k $357.0k 0.00% New
58 CWM, LLC 0.00% of their portfolio OMAHA, NE 8,3658.4k $343.5k $343.5k 0.00% Unchanged
59 Foguth Wealth Management, LLC. 0.04% of their portfolio BRIGHTON, MI 8,2018.2k $354.4k $354.4k 0.04% Reduced -1.1k -1,084
60 Sequent Planning LLC 0.08% of their portfolio OMAHA, NE 8,1348.1k $334.0k $334.0k 0.08% Reduced -4.4k -4,422
61 Gallagher Fiduciary Advisors, LLC 0.01% of their portfolio ROLLING MEADOWS, IL 8,0768.1k $331.6k $331.6k 0.01% Unchanged
62 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 7,9057.9k $324.6k $324.6k 0.01% Added +5.7k +5,725
63 Nvest Financial, LLC 0.12% of their portfolio PORTSMOUTH, NH 7,6077.6k $312.3k $312.3k 0.12% Unchanged
64 SILVER OAK SECURITIES, INCORPORATED 0.02% of their portfolio JACKSON, TN 7,3467.3k $301.6k $301.6k 0.02% Reduced -3 -3
65 Cambridge Advisors Inc. 0.06% of their portfolio OMAHA, NE 7,2807.3k $298.9k $298.9k 0.06% Unchanged
66 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 7,2007.2k $295.6k $295.6k 0.00% Unchanged
67 FSB PREMIER WEALTH MANAGEMENT, INC. 0.09% of their portfolio WATERLOO, IA 7,0727.1k $290.4k $290.4k 0.09% Reduced -1 -1
68 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 7,0647.1k $290.0k $290.0k 0.01% Reduced -2.6k -2,615
69 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 7,0067.0k $287.7k $287.7k 0.00% Added +189 +189
70 Keating Financial Advisory Services, Inc. 0.05% of their portfolio MANHATTAN, KS 6,9326.9k $284.6k $284.6k 0.05% Added +104 +104
71 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 6,9066.9k $283.6k $283.6k 0.00% Reduced -8 -8
72 Main Street Financial Solutions, LLC 0.02% of their portfolio NEWTOWN, PA 6,8706.9k $282.1k $282.1k 0.02% Unchanged
73 Integrity Financial Corp /WA 0.14% of their portfolio JACKSON, WY 6,8226.8k $280.1k $280.1k 0.14% Unchanged
74 Comprehensive Financial Consultants Institutional, Inc. 0.08% of their portfolio Bloomington, IN 6,4566.5k $265.1k $265.1k 0.08% Unchanged
75 RFG Advisory, LLC 0.00% of their portfolio BIRMINGHAM, AL 6,1616.2k $253.0k $253.0k 0.00% Reduced -504 -504
76 Clear Point Advisors Inc. 0.19% of their portfolio MELVILLE, NY 6,0226.0k $247.3k $247.3k 0.19% Reduced -500 -500
77 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 5,8605.9k $240.6k $240.6k 0.00% Unchanged
78 Ashton Thomas Private Wealth, LLC 0.01% of their portfolio SCOTTSDALE, AZ 5,8605.9k $240.6k $240.6k 0.01% Unchanged
79 Armstrong, Fleming & Moore, Inc 0.10% of their portfolio WASHINGTON, DC 5,8405.8k $239.8k $239.8k 0.10% Unchanged
80 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 5,7255.7k $235.1k $235.1k 0.00% Unchanged
81 Foundations Investment Advisors, LLC 0.00% of their portfolio PHOENIX, AZ 5,6335.6k $231.3k $231.3k 0.00% New
82 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 5,3615.4k $220.1k $220.1k 0.00% Unchanged
83 Prosperity Consulting Group, LLC 0.01% of their portfolio OWINGS MILLS, MD 5,3505.3k $219.7k $219.7k 0.01% Unchanged
84 Avantra Family Wealth, Inc. 0.15% of their portfolio MECHANICSBURG, PA 4,8804.9k $200.4k $200.4k 0.15% Reduced -456 -456
85 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 4,8204.8k $197.9k $197.9k 0.00% Reduced -28 -28
86 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 3,1003.1k $127.3k $127.3k 0.00% New
87 Anfield Capital Management, LLC 0.03% of their portfolio IRVINE, CA 2,7182.7k $111.6k $111.6k 0.03% Unchanged
88 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 2,5482.5k $104.6k $104.6k 0.00% Added +2.3k +2,278
89 HAZLETT, BURT & WATSON, INC. 0.03% of their portfolio WHEELING, WV 2,2062.2k $91.0k $91.0k 0.03% Reduced -582 -582
90 Archer Investment Corp 0.02% of their portfolio Carmel, IN 2,2062.2k $90.6k $90.6k 0.02% Unchanged
91 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 2,0002.0k $82.1k $82.1k 0.00% Unchanged
92 CX Institutional 0.00% of their portfolio AUBURN, IN 660660 $27.0k $27.0k 0.00% Unchanged
93 EVOLUTION WEALTH MANAGEMENT INC. 0.02% of their portfolio FORT MYERS, FL 552552 $22.7k $22.7k 0.02% Unchanged
94 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 472472 $19.1k $19.1k 0.00% Added +100 +100
95 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 326326 $13.4k $13.4k 0.00% Reduced -44 -44
96 Steigerwald, Gordon & Koch Inc. 0.00% of their portfolio LEESBURG, VA 292292 $12.0k $12.0k 0.00% New
97 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 158158 $6.5k $6.5k 0.00% New
98 Pinnacle Wealth Planning Services, Inc. 0.00% of their portfolio MANSFIELD, OH 2525 $1.0k $1.0k 0.00% Reduced -95 -95