FIRST TR EXCHNG TRADED FD VI GMAR
FT VEST U.S EQT · ETP · CUSIP 33740F482
42
institutional holders
-4 vs Q3 2023
1.6m
shares reported held*
$51.8mreported value*
2 new
4 added
16 reduced
11 sold out
net sold ≈ $26.4m (-789.3k 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 ≈ $33.41.
Trends to Q4 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q1 2023 | 23 |
| Q2 2023 | 39 |
| Q3 2023 | 46 |
| Q4 2023 | 42 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2023 | 32 | 5 |
| Q3 2023 | 20 | 15 |
| Q4 2023 | 6 | 27 |
Biggest buyers
| OLD MISSION CAPITAL LLC | Added | +7.6k |
| CENTAURUS FINANCIAL, INC. | New | +3.0k |
| Cetera Investment Advisers | Added | +1.2k |
| WELLS FARGO & COMPANY/MN | New | +250 |
| Kestra Advisory Services, LLC | Added | +246 |
| COMMONWEALTH EQUITY SERVICES, LLC | Added | +5 |
Biggest sellers
| CITADEL ADVISORS LLC | Reduced | -281.4k |
| Archer Investment Corp | Reduced | -202.8k |
| Rockefeller Capital Management L.P. | Sold out | -44.5k |
| Raymond James Financial Services Advisors, Inc. | Reduced | -43.9k |
| GOLDMAN SACHS GROUP INC | Sold out | -40.5k |
| OSAIC HOLDINGS, INC. | Reduced | -34.1k |
| MGO ONE SEVEN LLC | Sold out | -23.2k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -18.2k |
| JPMORGAN CHASE & CO | Reduced | -16.6k |
| HRT FINANCIAL LP | Sold out | -14.7k |
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, Q4 2023
| Manager | Shares | Change |
|---|---|---|
| Kestra Advisory Services, LLC 0.18% of their portfolio | 656.1k $21.9m | Added +246 |
| Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio | 186.8k $6.2m | Reduced -43.9k |
| REAP Financial Group, LLC 0.86% of their portfolio | 88.6k $3.0m | First filing |
| Strategic Blueprint, LLC 0.20% of their portfolio | 74.2k $2.5m | Reduced -3.8k |
| CITY HOLDING CO 0.36% of their portfolio | 66.9k $2.2m | Unchanged |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 52.3k $1.7m | Reduced -34.1k |
| HARBOUR INVESTMENTS, INC. 0.06% of their portfolio | 43.5k $1.5m | Reduced -600 |
| OLD MISSION CAPITAL LLC 0.03% of their portfolio | 37.3k $1.2m | Added +7.6k |
| Schulz Wealth, LTD. 1.07% of their portfolio | 33.5k $1.1m | First filing |
| Anfield Capital Management, LLC 0.54% of their portfolio | 30.2k $1.0m | Unchanged |
| Keystone Wealth Services, LLC 0.32% of their portfolio | 27.8k $927.3k | Unchanged |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 26.3k $879.2k | Reduced -1.9k |
| Cetera Investment Advisers 0.01% of their portfolio | 21.6k $722.3k | Added +1.2k |
| Signature Wealth Management Group 0.27% of their portfolio | 17.5k $585.5k | First filing |
| STEPHENS INC /AR/ 0.01% of their portfolio | 16.7k $557.6k | Unchanged |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 16.3k $545.0k | Added +5 |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 11.7k $390.7k | Reduced -281.4k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 11.6k $389.0k | Reduced -4.6k |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 11.5k $385.0k | Reduced -4.7k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 9.5k $318.0k | Unchanged |
| Orion Porfolio Solutions, LLC 0.00% of their portfolio | 9.3k $311.0k | Reduced -20 |
| Orion Portfolio Solutions, LLC 0.00% of their portfolio | 9.3k $311.0k | Reduced -20 |
| PARSONS CAPITAL MANAGEMENT INC/RI 0.02% of their portfolio | 9.1k $304.0k | Unchanged |
| NorthCrest Asset Manangement, LLC 0.01% of their portfolio | 9.1k $303.8k | Unchanged |
| AE Wealth Management LLC 0.00% of their portfolio | 8.9k $299.1k | Unchanged |
| MML INVESTORS SERVICES, LLC 0.00% of their portfolio | 8.3k $277.0k | Unchanged |
| LM Advisors LLC 0.05% of their portfolio | 8.0k $267.3k | First filing |
| Gallagher Fiduciary Advisors, LLC 0.01% of their portfolio | 7.2k $239.1k | Unchanged |
| Foundations Investment Advisors, LLC 0.01% of their portfolio | 6.9k $233.5k | Reduced -12.6k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 6.8k $225.9k | Reduced -18.2k |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 6.4k $214.9k | Unchanged |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.01% of their portfolio | 5.3k $178.6k | Unchanged |
| DHJJ Financial Advisors, Ltd. 0.06% of their portfolio | 3.9k $131.0k | Reduced -98 |
| CENTAURUS FINANCIAL, INC. 0.01% of their portfolio | 3.0k $102.0k | New |
| Archer Investment Corp 0.03% of their portfolio | 2.7k $90.5k | Reduced -202.8k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 2.2k $74.9k | Reduced -16.6k |
| Sunbelt Securities, Inc. 0.01% of their portfolio | 1.6k $54.8k | Unchanged |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 1.6k $53.3k | Unchanged |
| UBS Group AG 0.00% of their portfolio | 1.4k $46.4k | Reduced -2.2k |
| Caitlin John, LLC 0.01% of their portfolio | 325 $10.9k | First filing |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 250 $8.4k | New |
| Capital Investment Advisory Services, LLC 0.00% of their portfolio | 95 $3.2k | Unchanged |