Vault-13

FIRST TR EXCHNG TRADED FD VI GMAR

FT VEST U.S EQT · ETP · CUSIP 33740F482

115 institutional holders +20 vs Q3 2024
5,603,1305.6m shares reported held*
$209.7mreported value*
20 new 16 added 34 reduced 10 sold out net sold ≈ $27.7m (-739.8k 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 ≈ $37.43.

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

050100150Q1 23: 23Q2 23: 39Q3 23: 46Q4 23: 42Q1 24: 61Q2 24: 97Q3 24: 95Q4 24: 115115Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q1 202323
Q2 202339
Q3 202346
Q4 202342
Q1 202461
Q2 202497
Q3 202495
Q4 2024115

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 23: 32 bought or addedQ2 23: 5 cut or sold outQ2 23Q3 23: 20 bought or addedQ3 23: 15 cut or sold outQ4 23: 6 bought or addedQ4 23: 27 cut or sold outQ4 23Q1 24: 46 bought or addedQ1 24: 19 cut or sold outQ2 24: 69 bought or addedQ2 24: 17 cut or sold outQ2 24Q3 24: 29 bought or addedQ3 24: 45 cut or sold outQ4 24: 36 bought or addedQ4 24: 44 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q2 2023325
Q3 20232015
Q4 2023627
Q1 20244619
Q2 20246917
Q3 20242945
Q4 20243644

Biggest buyers

LPL Financial LLC Added +174,169+174.2k
ENVESTNET ASSET MANAGEMENT INC Added +106,721+106.7k
HFG Wealth Management, LLC Added +37,865+37.9k
HRT FINANCIAL LP New +29,142+29.1k
Arkadios Wealth Advisors Added +25,551+25.6k
Alesco Advisors, LLC, An ESL Co New +22,065+22.1k
CreativeOne Wealth, LLC New +20,593+20.6k
Bullseye Investment Management, LLC New +18,574+18.6k
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC New +17,840+17.8k
Diversify Advisory Services, LLC New +16,700+16.7k

Biggest sellers

OSAIC HOLDINGS, INC. Reduced -516,535-516.5k
Bouchey Financial Group, Ltd. Reduced -336,240-336.2k
MAI Capital Management Reduced -91,106-91.1k
B. Riley Wealth Advisors, Inc. Reduced -84,700-84.7k
JANE STREET GROUP, LLC Reduced -38,658-38.7k
HBW ADVISORY SERVICES LLC Sold out -31,837-31.8k
JPMORGAN CHASE & CO Reduced -29,723-29.7k
OLD MISSION CAPITAL LLC Sold out -27,919-27.9k
BRASS TAX WEALTH MANAGEMENT, INC Reduced -24,191-24.2k
Summit Wealth Partners, LLC Sold out -21,544-21.5k

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 +7.3 pts · filed 2026-10-07 28.6% +7.3 pts 2.5m≈ $112.5m 2026-10-07

Holders, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
101 Stonebridge Financial Group, LLC 0.01% of their portfolio Wormleysburg, PA 2,1332.1k $79.9k $79.9k 0.01% First filing
102 Financial Network Wealth Advisors LLC 0.11% of their portfolio MURRAY, UT 1,6251.6k $60.9k $60.9k 0.11% New
103 WR Wealth Planners, LLC 0.01% of their portfolio COLUMBIA, MO 1,2251.2k $45.9k $45.9k 0.01% Unchanged
104 Integrity Financial Corp /WA 0.03% of their portfolio JACKSON, WY 1,2061.2k $45.2k $45.2k 0.03% Unchanged
105 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,1111.1k $41.6k $41.6k 0.00% Reduced -1.0k -1,037
106 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 870870 $33.0k $33.0k 0.00% Unchanged
107 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 650650 $24.4k $24.4k 0.00% New
108 IMG Wealth Management, Inc. 0.02% of their portfolio JACKSONVILLE, FL 588588 $22.0k $22.0k 0.02% First filing
109 GeoWealth Management, LLC 0.00% of their portfolio CHICAGO, IL 432432 $16.2k $16.2k 0.00% New
110 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 400400 $15.0k $15.0k 0.00% New
111 Caitlin John, LLC 0.01% of their portfolio BRIGHTON, MI 343343 $12.8k $12.8k 0.01% Reduced -11 -11
112 Pinnacle Bancorp, Inc. 0.00% of their portfolio BEATRICE, NE 325325 $12.2k $12.2k 0.00% Unchanged
113 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 308308 $11.5k $11.5k 0.00% Reduced -1.3k -1,255
114 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 300300 $11.2k $11.2k 0.00% New
115 Synergy Asset Management, LLC 0.00% of their portfolio VANCOUVER, WA 8282 $3.0k $3.0k 0.00% New