FIRST TR EXCHNG TRADED FD VI GMAR
FT VEST U.S EQT · ETP · CUSIP 33740F482
39
institutional holders
+16 vs Q1 2023
2.5m
shares reported held*
$78.8mreported value*
17 new
15 added
3 reduced
2 sold out
net bought ≈ $16.0m (+504.1k 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 ≈ $31.79.
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q1 2023 | 23 |
| Q2 2023 | 39 |
Biggest buyers
| OSAIC HOLDINGS, INC. | Added | +76.9k |
| Range Financial Group LLC | New | +64.9k |
| ENVESTNET ASSET MANAGEMENT INC | New | +54.9k |
| HARBOUR INVESTMENTS, INC. | Added | +36.1k |
| Anfield Capital Management, LLC | New | +30.2k |
| Keystone Wealth Services, LLC | New | +27.8k |
| Strategic Blueprint, LLC | Added | +24.9k |
| Synergy Asset Management, LLC | Added | +23.4k |
| ROYAL BANK OF CANADA | New | +22.0k |
| DAGCO, INC. | Added | +21.8k |
Biggest sellers
| Raymond James Financial Services Advisors, Inc. | Reduced | -20.8k |
| Archer Investment Corp | Reduced | -16.9k |
| PFG Advisors | Sold out | -7.2k |
| MML INVESTORS SERVICES, LLC | Reduced | -1.1k |
| JPMORGAN CHASE & CO | Sold out | -100 |
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.
| Holder | Stake |
|---|---|
| FIRST TRUST PORTFOLIOS LP 13G · institution +7.3 pts · filed 2026-10-07 | 28.6% |
Holders, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| Kestra Advisory Services, LLC 0.21% of their portfolio | 650.7k $20.7m | Added +7.9k |
| Synergy Asset Management, LLC 3.03% of their portfolio | 385.7k $12.3m | Added +23.4k |
| DAGCO, INC. 3.88% of their portfolio | 245.6k $7.8m | Added +21.8k |
| Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio | 230.3k $7.3m | Reduced -20.8k |
| Archer Investment Corp 2.39% of their portfolio | 211.1k $6.7m | Reduced -16.9k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 80.6k $2.6m | Added +76.9k |
| CITY HOLDING CO 0.36% of their portfolio | 65.6k $2.1m | Added +11.8k |
| Range Financial Group LLC 1.31% of their portfolio | 64.9k $2.1m | New |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 54.9k $1.7m | New |
| Rockefeller Capital Management L.P. 0.01% of their portfolio | 46.1k $1.5m | First filing |
| AlphaStar Capital Management, LLC 0.16% of their portfolio | 43.4k $1.4m | Added +6.1k |
| HARBOUR INVESTMENTS, INC. 0.06% of their portfolio | 36.5k $1.2m | Added +36.1k |
| Strategic Blueprint, LLC 0.10% of their portfolio | 32.8k $1.0m | Added +24.9k |
| Anfield Capital Management, LLC 0.42% of their portfolio | 30.2k $961.0k | New |
| Keystone Wealth Services, LLC 0.33% of their portfolio | 27.8k $882.7k | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 22.0k $699.0k | New |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 21.4k $679.5k | Added +14.7k |
| MGO ONE SEVEN LLC 0.06% of their portfolio | 20.2k $641.3k | New |
| Foundations Investment Advisors, LLC 0.02% of their portfolio | 19.7k $625.5k | New |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 19.5k $621.3k | Added +12.5k |
| Signature Wealth Management Group 0.26% of their portfolio | 17.5k $557.3k | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 17.3k $549.8k | New |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 17.3k $550.0k | Added +2.5k |
| STEPHENS INC /AR/ 0.01% of their portfolio | 16.7k $530.8k | Added +5.5k |
| Cetera Investment Advisers 0.00% of their portfolio | 12.0k $381.9k | Added +2.0k |
| Orion Porfolio Solutions, LLC 0.00% of their portfolio | 9.6k $303.8k | New |
| Orion Portfolio Solutions, LLC 0.00% of their portfolio | 9.6k $303.8k | New |
| PARSONS CAPITAL MANAGEMENT INC/RI 0.02% of their portfolio | 9.1k $289.3k | Unchanged |
| NorthCrest Asset Manangement, LLC 0.01% of their portfolio | 9.1k $289.1k | Unchanged |
| AE Wealth Management LLC 0.00% of their portfolio | 8.9k $282.7k | Added +2.0k |
| MML INVESTORS SERVICES, LLC 0.00% of their portfolio | 8.3k $264.0k | Reduced -1.1k |
| NewEdge Advisors, LLC 0.00% of their portfolio | 8.1k $257.5k | Added +475 |
| Gallagher Fiduciary Advisors, LLC 0.02% of their portfolio | 7.2k $227.6k | New |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 6.4k $204.6k | New |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.01% of their portfolio | 5.3k $170.0k | New |
| HAZLETT, BURT & WATSON, INC. 0.08% of their portfolio | 3.3k $104.0k | New |
| Sunbelt Securities, Inc. 0.01% of their portfolio | 1.6k $52.1k | New |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 1.6k $50.7k | New |
| Capital Investment Advisory Services, LLC 0.00% of their portfolio | 95 $3.0k | New |