Vault-13

FIRST TR EXCHNG TRADED FD VI GAPR

FT VEST US EQT · ETP · CUSIP 33740F458

92 institutional holders +14 vs Q1 2025
3,867,9283.9m shares reported held*
$148.2mreported value*
21 new 30 added 20 reduced 7 sold out net bought ≈ $36.3m (+946.5k 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 ≈ $38.31.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100Q2 23: 51Q3 23: 54Q4 23: 55Q1 24: 53Q2 24: 69Q3 24: 72Q4 24: 84Q1 25: 78Q2 25: 9292Q2 23Q4 23Q2 24Q4 24Q2 25
Numbers
QuarterHolders
Q2 202351
Q3 202354
Q4 202355
Q1 202453
Q2 202469
Q3 202472
Q4 202484
Q1 202578
Q2 202592

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 23: 17 bought or addedQ3 23: 27 cut or sold outQ4 23: 9 bought or addedQ4 23: 28 cut or sold outQ4 23Q1 24: 11 bought or addedQ1 24: 32 cut or sold outQ2 24: 52 bought or addedQ2 24: 13 cut or sold outQ2 24Q3 24: 20 bought or addedQ3 24: 36 cut or sold outQ4 24: 27 bought or addedQ4 24: 39 cut or sold outQ4 24Q1 25: 19 bought or addedQ1 25: 48 cut or sold outQ2 25: 51 bought or addedQ2 25: 27 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20231727
Q4 2023928
Q1 20241132
Q2 20245213
Q3 20242036
Q4 20242739
Q1 20251948
Q2 20255127

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +165,074+165.1k
Cetera Investment Advisers Added +148,100+148.1k
Americana Partners, LLC Added +102,035+102.0k
COMMONWEALTH EQUITY SERVICES, LLC Added +88,177+88.2k
RAYMOND JAMES FINANCIAL INC Added +82,473+82.5k
RETIREMENT GUYS FORMULA LLC New +59,322+59.3k
Concurrent Investment Advisors, LLC Added +53,585+53.6k
OSAIC HOLDINGS, INC. Added +47,809+47.8k
CreativeOne Wealth, LLC Added +36,155+36.2k
LPL Financial LLC Added +25,547+25.5k

Biggest sellers

TRUIST FINANCIAL CORP Reduced -18,505-18.5k
Strategic Blueprint, LLC Reduced -16,525-16.5k
Midwest Financial Network, LLC Reduced -11,229-11.2k
CAPTRUST FINANCIAL ADVISORS Reduced -10,864-10.9k
Atria Wealth Solutions, Inc. Sold out -10,834-10.8k
TOWNSQUARE CAPITAL LLC Sold out -10,138-10.1k
JPMORGAN CHASE & CO Sold out -10,000-10.0k
Mariner, LLC Sold out -8,747-8.7k
Foundations Investment Advisors, LLC Sold out -7,563-7.6k
Synergy Asset Management, LLC Reduced -6,486-6.5k

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 +2.1 pts · filed 2026-10-19 31.5% +2.1 pts 2.2m≈ $91.0m 2026-10-19

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 448,394448.4k $17.2m $17.2m 0.01% Added +82.5k +82,473
2 NEW WAVE WEALTH ADVISORS LLC 6.20% of their portfolio SPRINGDALE, AR 380,627380.6k $14.6m $14.6m 6.20% Added +2.8k +2,774
3 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 376,212376.2k $14.4m $14.4m 0.00% Added +165.1k +165,074
4 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 278,137278.1k $10.7m $10.7m 0.02% Added +148.1k +148,100
5 Kestra Advisory Services, LLC 0.05% of their portfolio AUSTIN, TX 266,765266.8k $10.2m $10.2m 0.05% Added +12.1k +12,110
6 Concurrent Investment Advisors, LLC 0.13% of their portfolio Tampa, FL 178,701178.7k $6.8m $6.8m 0.13% Added +53.6k +53,585
7 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 162,254162.3k $6.2m $6.2m 0.01% Reduced -18.5k -18,505
8 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 149,610149.6k $5.7m $5.7m 0.01% Added +88.2k +88,177
9 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 132,912132.9k $5.1m $5.1m 0.01% Added +47.8k +47,809
10 Americana Partners, LLC 0.17% of their portfolio Houston, TX 128,822128.8k $4.9m $4.9m 0.17% Added +102.0k +102,035
11 Schulz Wealth, LTD. 3.19% of their portfolio MANSFIELD, TX 111,508111.5k $4.3m $4.3m 3.19% Reduced -2 -2
12 Midwest Financial Network, LLC 3.49% of their portfolio TINLEY PARK, IL 91,78791.8k $3.5m $3.5m 3.49% Reduced -11.2k -11,229
13 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 87,36287.4k $3.3m $3.3m 0.00% Added +25.5k +25,547
14 CITY HOLDING CO 0.37% of their portfolio CHARLESTON, WV 74,42574.4k $2.9m $2.9m 0.37% Added +800 +800
15 RETIREMENT GUYS FORMULA LLC 0.86% of their portfolio MAUMEE, OH 59,32259.3k $2.3m $2.3m 0.86% New
16 CreativeOne Wealth, LLC 0.05% of their portfolio OVERLAND PARK, KS 51,44751.4k $2.0m $2.0m 0.05% Added +36.2k +36,155
17 Per Stirling Capital Management, LLC. 0.18% of their portfolio AUSTIN, TX 36,92136.9k $1.4m $1.4m 0.18% Unchanged
18 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 35,84935.8k $1.4m $1.4m 0.00% Reduced -10.9k -10,864
19 Keystone Wealth Services, LLC 0.31% of their portfolio PALM DESERT, CA 33,78033.8k $1.3m $1.3m 0.31% Reduced -1.6k -1,609
20 STEPHENS INC /AR/ 0.02% of their portfolio LITTLE ROCK, AR 33,13033.1k $1.3m $1.3m 0.02% Reduced -850 -850
21 ARS Wealth Advisors Group, LLC 0.14% of their portfolio St. Petersburg, FL 31,58931.6k $1.2m $1.2m 0.14% Reduced -3.6k -3,610
22 Bison Wealth, LLC 0.09% of their portfolio ATLANTA, GA 29,54629.5k $1.1m $1.1m 0.09% Unchanged
23 REAP Financial Group, LLC 0.27% of their portfolio AUSTIN, TX 29,54629.5k $1.1m $1.1m 0.27% Unchanged
24 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 28,13028.1k $1.1m $1.1m 0.00% Added +19.7k +19,737
25 Tanglewood Legacy Advisors, LLC 0.42% of their portfolio HOUSTON, TX 26,99127.0k $1.0m $1.0m 0.42% Unchanged
26 FOUNDERS FINANCIAL SECURITIES LLC 0.07% of their portfolio TOWSON, MD 25,41225.4k $973.5k $973.5k 0.07% Reduced -577 -577
27 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 25,27025.3k $968.0k $968.0k 0.00% Added +18.6k +18,647
28 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 23,88423.9k $915.0k $915.0k 0.00% Added +9.9k +9,921
29 Visionary Wealth Advisors 0.04% of their portfolio O'FALLON, IL 20,38620.4k $781.0k $781.0k 0.04% New
30 BRASS TAX WEALTH MANAGEMENT, INC 0.13% of their portfolio CINCINNATI, OH 18,22518.2k $698.2k $698.2k 0.13% Reduced -7 -7
31 Catalina Capital Group, LLC 0.47% of their portfolio Torrance, CA 18,08818.1k $692.9k $692.9k 0.47% Unchanged
32 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 17,18617.2k $658.4k $658.4k 0.00% Added +4.1k +4,072
33 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 16,82316.8k $644.5k $644.5k 0.00% Unchanged
34 FSB PREMIER WEALTH MANAGEMENT, INC. 0.23% of their portfolio WATERLOO, IA 16,60516.6k $636.1k $636.1k 0.23% New
35 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 16,15816.2k $619.0k $619.0k 0.00% Added +2.8k +2,844
36 Archer Investment Corp 0.15% of their portfolio Carmel, IN 16,12616.1k $617.8k $617.8k 0.15% Reduced -428 -428
37 Madrona Financial Services, LLC 0.14% of their portfolio EVERETT, WA 15,17315.2k $581.3k $581.3k 0.14% New
38 Gallagher Fiduciary Advisors, LLC 0.02% of their portfolio ROLLING MEADOWS, IL 14,67014.7k $562.0k $562.0k 0.02% Reduced -739 -739
39 Anfield Capital Management, LLC 0.18% of their portfolio IRVINE, CA 14,15414.2k $542.2k $542.2k 0.18% New
40 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 13,72313.7k $525.7k $525.7k 0.01% Reduced -3.5k -3,507
41 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 13,01413.0k $499.0k $499.0k 0.00% New
42 Koshinski Asset Management, Inc. 0.04% of their portfolio DECATUR, IL 12,73012.7k $487.7k $487.7k 0.04% New
43 FORTRESS PRIVATE LEDGER, LLC 0.21% of their portfolio RALEIGH, NC 12,05312.1k $461.7k $461.7k 0.21% Unchanged
44 Main Street Financial Solutions, LLC 0.03% of their portfolio NEWTOWN, PA 11,90611.9k $456.1k $456.1k 0.03% Unchanged
45 Avidian Wealth Enterprises, LLC 0.02% of their portfolio Houston, TX 11,85311.9k $454.1k $454.1k 0.02% Unchanged
46 Sequent Planning LLC 0.14% of their portfolio OMAHA, NE 11,81011.8k $452.4k $452.4k 0.14% Added +1.1k +1,148
47 Range Financial Group LLC 0.17% of their portfolio TIGARD, OR 11,25211.3k $431.1k $431.1k 0.17% New
48 Wood Tarver Financial Group, LLC 0.13% of their portfolio BOISE, ID 11,14311.1k $426.0k $426.0k 0.13% Added +7.2k +7,150
49 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 10,24210.2k $396.0k $396.0k 0.01% Unchanged
50 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 9,9319.9k $380.5k $380.5k 0.00% New
51 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 9,7539.8k $373.6k $373.6k 0.01% Added +6.0k +5,965
52 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 9,6709.7k $370.5k $370.5k 0.00% Added +920 +920
53 MACROVIEW INVESTMENT MANAGEMENT LLC 0.27% of their portfolio BETHESDA, MD 8,6688.7k $332.1k $332.1k 0.27% New
54 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 8,5108.5k $326.0k $326.0k 0.01% Added +1.6k +1,595
55 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 8,4438.4k $323.4k $323.4k 0.00% Reduced -3.0k -2,994
56 Stuart Chaussee & Associates, Inc. 0.07% of their portfolio BEVERLY HILLS, CA 8,4008.4k $321.8k $321.8k 0.07% Unchanged
57 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 8,3938.4k $321.5k $321.5k 0.01% New
58 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 8,2298.2k $315.2k $315.2k 0.00% Added +2.5k +2,544
59 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 8,0778.1k $309.4k $309.4k 0.01% Reduced -100 -100
60 VestGen Investment Management 0.22% of their portfolio EGG HARBOR TOWNSHIP, NJ 8,0768.1k $309.4k $309.4k 0.22% New
61 AdvisorNet Financial, Inc 0.02% of their portfolio MINNETONKA, MN 7,5637.6k $289.7k $289.7k 0.02% Unchanged
62 Strategic Blueprint, LLC 0.01% of their portfolio ATLANTA, GA 7,5257.5k $288.3k $288.3k 0.01% Reduced -16.5k -16,525
63 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 7,4107.4k $284.3k $284.3k 0.00% New
64 Prosperity Consulting Group, LLC 0.02% of their portfolio OWINGS MILLS, MD 7,4037.4k $283.6k $283.6k 0.02% Unchanged
65 CENTAURUS FINANCIAL, INC. 0.02% of their portfolio ANAHEIM, CA 7,1347.1k $273.0k $273.0k 0.02% Added +2.3k +2,319
66 Synergy Asset Management, LLC 0.03% of their portfolio VANCOUVER, WA 6,8736.9k $263.3k $263.3k 0.03% Reduced -6.5k -6,486
67 Sunbelt Securities, Inc. 0.02% of their portfolio HOUSTON, TX 6,7976.8k $254.8k $254.8k 0.02% Added +1.0k +1,009
68 WEALTHGARDEN F.S. LLC 0.20% of their portfolio EL SEGUNDO, CA 6,3516.4k $245.1k $245.1k 0.20% New
69 FLAGSTAR SECURITIES, INC 0.06% of their portfolio New York, NY 5,8465.8k $224.0k $224.0k 0.06% Added +277 +277
70 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio ORLANDO, FL 5,6155.6k $215.1k $215.1k 0.02% New
71 UPTICK PARTNERS, LLC 0.06% of their portfolio NACOGDOCHES, TX 5,3825.4k $206.2k $206.2k 0.06% New
72 Diligent Investors, LLC 0.05% of their portfolio REDLANDS, CA 5,3755.4k $205.9k $205.9k 0.05% New
73 Financial Network Wealth Advisors LLC 0.21% of their portfolio MURRAY, UT 4,5324.5k $173.6k $173.6k 0.21% Unchanged
74 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 4,2194.2k $161.6k $161.6k 0.00% Added +37 +37
75 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 4,1724.2k $159.8k $159.8k 0.00% Reduced -3.9k -3,885
76 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 4,0354.0k $154.6k $154.6k 0.00% First filing
77 Integrity Financial Corp /WA 0.08% of their portfolio JACKSON, WY 3,9944.0k $153.0k $153.0k 0.08% Added +8 +8
78 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 3,9103.9k $149.8k $149.8k 0.00% Reduced -22 -22
79 Spire Wealth Management 0.01% of their portfolio MCLEAN, VA 3,8823.9k $148.7k $148.7k 0.01% Added +1.6k +1,645
80 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 3,0663.1k $117.5k $117.5k 0.00% New
81 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 2,9352.9k $112.4k $112.4k 0.00% Reduced -350 -350
82 DHJJ Financial Advisors, Ltd. 0.04% of their portfolio NAPERVILLE, IL 2,8912.9k $110.8k $110.8k 0.04% Added +1.0k +1,004
83 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.02% of their portfolio BLUE BELL, PA 2,8272.8k $108.3k $108.3k 0.02% New
84 Ameritas Advisory Services, LLC 0.01% of their portfolio Lincoln, NE 2,6692.7k $102.2k $102.2k 0.01% New
85 CWM, LLC 0.00% of their portfolio OMAHA, NE 2,1472.1k $82.0k $82.0k 0.00% Unchanged
86 EVOLUTION WEALTH MANAGEMENT INC. 0.09% of their portfolio FORT MYERS, FL 1,9552.0k $74.9k $74.9k 0.09% First filing
87 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 1,0001.0k $38.0k $38.0k 0.00% Unchanged
88 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 905905 $35.0k $35.0k 0.00% Unchanged
89 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 704704 $27.0k $27.0k 0.00% Reduced -54 -54
90 IMG Wealth Management, Inc. 0.02% of their portfolio JACKSONVILLE, FL 672672 $25.7k $25.7k 0.02% Unchanged
91 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 336336 $12.9k $12.9k 0.00% New
92 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged