Vault-13

FIRST TR EXCHNG TRADED FD VI GMAR

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

61 institutional holders +19 vs Q4 2023
5,468,3405.5m shares reported held*
$188.2mreported value*
27 new 19 added 9 reduced 10 sold out net bought ≈ $133.8m (+3.9m 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 ≈ $34.42.

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

0255075Q1 23: 23Q2 23: 39Q3 23: 46Q4 23: 42Q1 24: 6161Q1 23Q2 23Q3 23Q4 23Q1 24
Numbers
QuarterHolders
Q1 202323
Q2 202339
Q3 202346
Q4 202342
Q1 202461

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q2 23: 32 bought or addedQ2 23: 5 cut or sold outQ2 23Q3 23: 20 bought or addedQ3 23: 15 cut or sold outQ3 23Q4 23: 6 bought or addedQ4 23: 27 cut or sold outQ4 23Q1 24: 46 bought or addedQ1 24: 19 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q2 2023325
Q3 20232015
Q4 2023627
Q1 20244619

Biggest buyers

OSAIC HOLDINGS, INC. Added +1,557,220+1.6m
MAI Capital Management New +640,207+640.2k
Raymond James Financial Services Advisors, Inc. Added +400,207+400.2k
RAYMOND JAMES & ASSOCIATES Added +274,520+274.5k
Luken Investment Analytics, LLC New +227,985+228.0k
Corus Family Wealth Advisors New +120,862+120.9k
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Added +110,938+110.9k
Cetera Investment Advisers Added +105,030+105.0k
ENVESTNET ASSET MANAGEMENT INC Added +90,929+90.9k
Americana Partners, LLC New +76,939+76.9k

Biggest sellers

Kestra Advisory Services, LLC Reduced -228,035-228.0k
OLD MISSION CAPITAL LLC Sold out -37,274-37.3k
Anfield Capital Management, LLC Sold out -30,224-30.2k
Signature Wealth Management Group Sold out -17,527-17.5k
CITADEL ADVISORS LLC Sold out -11,696-11.7k
Strategic Blueprint, LLC Reduced -10,006-10.0k
ROYAL BANK OF CANADA Sold out -9,524-9.5k
AE Wealth Management LLC Sold out -8,891-8.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -6,763-6.8k
REAP Financial Group, LLC Reduced -4,482-4.5k

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, Q1 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OSAIC HOLDINGS, INC. 0.12% of their portfolio SCOTTSDALE, AZ 1,609,5151.6m $55.4m $55.4m 0.12% Added +1.6m +1,557,220
2 MAI Capital Management 0.23% of their portfolio INDEPENDENCE, OH 640,207640.2k $22.0m $22.0m 0.23% New
3 Raymond James Financial Services Advisors, Inc. 0.03% of their portfolio ST. PETERSBURG, FL 587,000587.0k $20.2m $20.2m 0.03% Added +400.2k +400,207
4 Kestra Advisory Services, LLC 0.10% of their portfolio AUSTIN, TX 428,103428.1k $14.7m $14.7m 0.10% Reduced -228.0k -228,035
5 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 286,164286.2k $9.8m $9.8m 0.01% Added +274.5k +274,520
6 Luken Investment Analytics, LLC 3.96% of their portfolio BRENTWOOD, TN 227,985228.0k $7.8m $7.8m 3.96% New
7 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 126,653126.7k $4.4m $4.4m 0.01% Added +105.0k +105,030
8 Corus Family Wealth Advisors 3.54% of their portfolio MCKINNEY, TX 120,862120.9k $4.2m $4.2m 3.54% New
9 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 117,250117.2k $4.0m $4.0m 0.00% Added +90.9k +90,929
10 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.26% of their portfolio BIRMINGHAM, AL 116,284116.3k $4.0m $4.0m 0.26% Added +110.9k +110,938
11 REAP Financial Group, LLC 0.79% of their portfolio AUSTIN, TX 84,12784.1k $2.9m $2.9m 0.79% Reduced -4.5k -4,482
12 Americana Partners, LLC 0.22% of their portfolio Houston, TX 76,93976.9k $2.6m $2.6m 0.22% New
13 WINTRUST INVESTMENTS LLC 0.23% of their portfolio CHICAGO, IL 72,86672.9k $2.5m $2.5m 0.23% New
14 Sunbelt Securities, Inc. 0.27% of their portfolio HOUSTON, TX 71,45871.5k $2.5m $2.5m 0.27% Added +69.8k +69,819
15 CITY HOLDING CO 0.36% of their portfolio CHARLESTON, WV 70,55070.5k $2.4m $2.4m 0.36% Added +3.6k +3,650
16 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 64,64664.6k $2.2m $2.2m 0.00% New
17 Strategic Blueprint, LLC 0.16% of their portfolio ATLANTA, GA 64,16564.2k $2.2m $2.2m 0.16% Reduced -10.0k -10,006
18 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 59,85259.9k $2.1m $2.1m 0.00% Added +43.5k +43,532
19 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 49,88849.9k $1.7m $1.7m 0.01% New
20 HARBOUR INVESTMENTS, INC. 0.06% of their portfolio MADISON, WI 45,97046.0k $1.6m $1.6m 0.06% Added +2.5k +2,485
21 EPG Wealth Management LLC 0.36% of their portfolio ATLANTA, GA 42,55142.6k $1.5m $1.5m 0.36% New
22 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 41,03441.0k $1.4m $1.4m 0.00% New
23 Schulz Wealth, LTD. 1.08% of their portfolio MANSFIELD, TX 36,64336.6k $1.3m $1.3m 1.08% Added +3.1k +3,147
24 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 34,61134.6k $1.2m $1.2m 0.01% New
25 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 33,51733.5k $1.2m $1.2m 0.01% New
26 Keystone Wealth Services, LLC 0.34% of their portfolio PALM DESERT, CA 30,16430.2k $1.0m $1.0m 0.34% Added +2.4k +2,403
27 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 29,72329.7k $1.0m $1.0m 0.00% New
28 BRASS TAX WEALTH MANAGEMENT, INC 0.44% of their portfolio CINCINNATI, OH 24,29124.3k $836.1k $836.1k 0.44% First filing
29 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 22,73922.7k $783.0k $783.0k 0.00% Added +14.4k +14,439
30 STEPHENS INC /AR/ 0.01% of their portfolio LITTLE ROCK, AR 20,47820.5k $704.9k $704.9k 0.01% Added +3.8k +3,785
31 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 17,30417.3k $595.6k $595.6k 0.00% Added +5.8k +5,779
32 UPTICK PARTNERS, LLC 0.45% of their portfolio NACOGDOCHES, TX 17,08017.1k $587.9k $587.9k 0.45% New
33 Gallagher Fiduciary Advisors, LLC 0.02% of their portfolio ROLLING MEADOWS, IL 15,79715.8k $543.7k $543.7k 0.02% Added +8.6k +8,640
34 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 11,76511.8k $405.0k $405.0k 0.00% New
35 Tanglewood Legacy Advisors, LLC 0.20% of their portfolio HOUSTON, TX 11,57111.6k $398.3k $398.3k 0.20% New
36 Lifeworks Advisors, LLC 0.11% of their portfolio GRAND RAPIDS, MI 11,41611.4k $392.9k $392.9k 0.11% New
37 Diligent Investors, LLC 0.09% of their portfolio REDLANDS, CA 10,65510.7k $366.7k $366.7k 0.09% New
38 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 10,24110.2k $352.5k $352.5k 0.00% New
39 Ignite Planners, LLC 0.10% of their portfolio SAN CLEMENTE, CA 10,23410.2k $351.9k $351.9k 0.10% New
40 WORLD EQUITY GROUP, INC. 0.06% of their portfolio SCHAUMBURG, IL 9,1689.2k $315.6k $315.6k 0.06% New
41 NorthCrest Asset Manangement, LLC 0.01% of their portfolio PLYMOUTH, MN 9,0939.1k $313.0k $313.0k 0.01% Unchanged
42 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 9,0269.0k $310.7k $310.7k 0.00% Reduced -267 -267
43 Orion Portfolio Solutions, LLC 0.00% of their portfolio Omaha, NE 9,0269.0k $310.7k $310.7k 0.00% Reduced -267 -267
44 LINCOLN NATIONAL CORP 0.00% of their portfolio RADNOR, PA 8,8698.9k $305.3k $305.3k 0.00% New
45 LM Advisors LLC 0.05% of their portfolio SAN DIEGO, CA 8,0018.0k $275.0k $275.0k 0.05% Unchanged
46 PARSONS CAPITAL MANAGEMENT INC/RI 0.02% of their portfolio PROVIDENCE, RI 8,0008.0k $275.4k $275.4k 0.02% Reduced -1.1k -1,100
47 FLAGSTAR SECURITIES, INC 0.07% of their portfolio New York, NY 7,5827.6k $261.0k $261.0k 0.07% New
48 Archer Investment Corp 0.08% of their portfolio Carmel, IN 7,3687.4k $253.6k $253.6k 0.08% Added +4.7k +4,658
49 Foundations Investment Advisors, LLC 0.01% of their portfolio PHOENIX, AZ 6,8066.8k $234.3k $234.3k 0.01% Reduced -134 -134
50 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 6,4346.4k $221.5k $221.5k 0.00% Unchanged
51 J.W. COLE ADVISORS, INC. 0.01% of their portfolio TAMPA, FL 5,9946.0k $206.3k $206.3k 0.01% New
52 Sequent Planning LLC 0.07% of their portfolio OMAHA, NE 5,9696.0k $205.5k $205.5k 0.07% First filing
53 DHJJ Financial Advisors, Ltd. 0.08% of their portfolio NAPERVILLE, IL 5,4825.5k $188.7k $188.7k 0.08% Added +1.6k +1,559
54 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 3,3123.3k $114.0k $114.0k 0.01% New
55 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 2,7952.8k $96.2k $96.2k 0.00% Added +1.2k +1,200
56 HAZLETT, BURT & WATSON, INC. 0.03% of their portfolio WHEELING, WV 1,2501.2k $43.0k $43.0k 0.03% New
57 Integrity Financial Corp /WA 0.02% of their portfolio JACKSON, WY 764764 $26.3k $26.3k 0.02% New
58 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 390390 $14 $14 0.00% Reduced -1.9k -1,852
59 Caitlin John, LLC 0.01% of their portfolio BRIGHTON, MI 318318 $10.9k $10.9k 0.01% Reduced -7 -7
60 Retirement Group, LLC 0.00% of their portfolio SAN DIEGO, CA 300300 $10.3k $10.3k 0.00% New
61 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 9595 $3.3k $3.3k 0.00% Unchanged