Vault-13

FIRST TR EXCHNG TRADED FD VI GMAR

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

97 institutional holders +36 vs Q1 2024
7,694,1787.7m shares reported held*
$274.0mreported value*
37 new 32 added 15 reduced 2 sold out net bought ≈ $78.3m (+2.2m 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 ≈ $35.61.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

050100Q1 23: 23Q2 23: 39Q3 23: 46Q4 23: 42Q1 24: 61Q2 24: 9797Q1 23Q2 23Q3 23Q4 23Q1 24Q2 24
Numbers
QuarterHolders
Q1 202323
Q2 202339
Q3 202346
Q4 202342
Q1 202461
Q2 202497

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 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 24Q2 24: 69 bought or addedQ2 24: 17 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q2 2023325
Q3 20232015
Q4 2023627
Q1 20244619
Q2 20246917

Biggest buyers

Bouchey Financial Group, Ltd. New +492,578+492.6k
Raymond James Financial Services Advisors, Inc. Added +371,947+371.9k
OSAIC HOLDINGS, INC. Added +352,846+352.8k
RAYMOND JAMES & ASSOCIATES Added +272,549+272.5k
HFG Wealth Management, LLC New +243,963+244.0k
COMMONWEALTH EQUITY SERVICES, LLC Added +95,745+95.7k
B. Riley Wealth Advisors, Inc. New +94,850+94.8k
Cetera Investment Advisers Added +52,028+52.0k
Anfield Capital Management, LLC New +44,399+44.4k
OLD MISSION CAPITAL LLC New +39,732+39.7k

Biggest sellers

MAI Capital Management Reduced -188,243-188.2k
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Reduced -68,103-68.1k
ENVESTNET ASSET MANAGEMENT INC Reduced -45,668-45.7k
EPG Wealth Management LLC Reduced -42,551-42.6k
JANE STREET GROUP, LLC Reduced -20,275-20.3k
AVANTAX ADVISORY SERVICES, INC. Reduced -12,691-12.7k
WORLD EQUITY GROUP, INC. Sold out -9,168-9.2k
LINCOLN NATIONAL CORP Sold out -8,869-8.9k
HARBOUR INVESTMENTS, INC. Reduced -6,208-6.2k
HighTower Advisors, LLC Reduced -3,666-3.7k

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.

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, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OSAIC HOLDINGS, INC. 0.16% of their portfolio SCOTTSDALE, AZ 1,962,3612.0m $69.5m $69.5m 0.16% Added +352.8k +352,846
2 Raymond James Financial Services Advisors, Inc. 0.05% of their portfolio ST. PETERSBURG, FL 958,947958.9k $34.0m $34.0m 0.05% Added +371.9k +371,947
3 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 558,713558.7k $19.8m $19.8m 0.01% Added +272.5k +272,549
4 Bouchey Financial Group, Ltd. 1.66% of their portfolio TROY, NY 492,578492.6k $17.5m $17.5m 1.66% New
5 MAI Capital Management 0.16% of their portfolio INDEPENDENCE, OH 451,964452.0k $16.0m $16.0m 0.16% Reduced -188.2k -188,243
6 Kestra Advisory Services, LLC 0.09% of their portfolio AUSTIN, TX 437,654437.7k $15.5m $15.5m 0.09% Added +9.6k +9,551
7 HFG Wealth Management, LLC 5.51% of their portfolio The Woodlands, TX 243,963244.0k $8.6m $8.6m 5.51% New
8 Luken Investment Analytics, LLC 4.25% of their portfolio BRENTWOOD, TN 238,477238.5k $8.5m $8.5m 4.25% Added +10.5k +10,492
9 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 178,681178.7k $6.3m $6.3m 0.01% Added +52.0k +52,028
10 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 155,597155.6k $5.5m $5.5m 0.01% Added +95.7k +95,745
11 Corus Family Wealth Advisors 3.54% of their portfolio MCKINNEY, TX 120,862120.9k $4.2m $4.2m 3.54% Unchanged
12 Americana Partners, LLC 0.31% of their portfolio Houston, TX 111,919111.9k $4.0m $4.0m 0.31% Added +35.0k +34,980
13 B. Riley Wealth Advisors, Inc. 0.09% of their portfolio MEMPHIS, TN 94,85094.8k $3.4m $3.4m 0.09% New
14 Sunbelt Securities, Inc. 0.33% of their portfolio HOUSTON, TX 91,29091.3k $3.2m $3.2m 0.33% Added +19.8k +19,832
15 REAP Financial Group, LLC 0.80% of their portfolio AUSTIN, TX 83,68683.7k $3.0m $3.0m 0.80% Reduced -441 -441
16 CITY HOLDING CO 0.41% of their portfolio CHARLESTON, WV 79,10079.1k $2.8m $2.8m 0.41% Added +8.6k +8,550
17 WINTRUST INVESTMENTS LLC 0.24% of their portfolio CHICAGO, IL 77,42477.4k $2.7m $2.7m 0.24% Added +4.6k +4,558
18 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 71,58271.6k $2.5m $2.5m 0.00% Reduced -45.7k -45,668
19 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 69,99570.0k $2.5m $2.5m 0.01% Added +20.1k +20,107
20 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 63,87863.9k $2.3m $2.3m 0.02% Added +30.4k +30,361
21 Strategic Blueprint, LLC 0.15% of their portfolio ATLANTA, GA 61,95162.0k $2.2m $2.2m 0.15% Reduced -2.2k -2,214
22 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 60,98061.0k $2.2m $2.2m 0.00% Reduced -3.7k -3,666
23 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.11% of their portfolio BIRMINGHAM, AL 48,18148.2k $1.7m $1.7m 0.11% Reduced -68.1k -68,103
24 Anfield Capital Management, LLC 0.76% of their portfolio IRVINE, CA 44,39944.4k $1.6m $1.6m 0.76% New
25 Keystone Wealth Services, LLC 0.44% of their portfolio PALM DESERT, CA 40,16540.2k $1.4m $1.4m 0.44% Added +10.0k +10,001
26 HARBOUR INVESTMENTS, INC. 0.05% of their portfolio MADISON, WI 39,76239.8k $1.4m $1.4m 0.05% Reduced -6.2k -6,208
27 OLD MISSION CAPITAL LLC 0.04% of their portfolio CHICAGO, IL 39,73239.7k $1.4m $1.4m 0.04% New
28 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 38,57338.6k $1.4m $1.4m 0.01% Added +15.8k +15,834
29 Schulz Wealth, LTD. 1.06% of their portfolio MANSFIELD, TX 35,15535.2k $1.2m $1.2m 1.06% Reduced -1.5k -1,488
30 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 34,41934.4k $1.2m $1.2m 0.00% Added +17.1k +17,115
31 HBW ADVISORY SERVICES LLC 0.20% of their portfolio SIMI VALLEY, CA 34,02134.0k $1.2m $1.2m 0.20% New
32 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 32,22432.2k $1.1m $1.1m 0.00% Added +2.5k +2,501
33 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 29,18829.2k $1.0m $1.0m 0.00% Added +28.8k +28,798
34 BRASS TAX WEALTH MANAGEMENT, INC 0.17% of their portfolio CINCINNATI, OH 24,29124.3k $860.9k $860.9k 0.17% Unchanged
35 Diligent Investors, LLC 0.21% of their portfolio REDLANDS, CA 23,75823.8k $842.0k $842.0k 0.21% Added +13.1k +13,103
36 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 21,92021.9k $776.8k $776.8k 0.01% Reduced -12.7k -12,691
37 Summit Wealth Partners, LLC 0.16% of their portfolio Orlando, FL 21,90921.9k $776.5k $776.5k 0.16% New
38 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 20,75920.8k $735.7k $735.7k 0.00% Reduced -20.3k -20,275
39 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 19,35119.4k $685.8k $685.8k 0.00% New
40 INSIGNEO ADVISORY SERVICES, LLC 0.07% of their portfolio MIAMI, FL 18,69618.7k $646.1k $646.1k 0.07% New
41 Financial Network Wealth Advisors LLC 0.49% of their portfolio MURRAY, UT 18,58018.6k $658.3k $658.3k 0.49% New
42 Kovack Advisors, Inc. 0.07% of their portfolio FT. LAUDERDALE, FL 18,30018.3k $648.6k $648.6k 0.07% New
43 TOWNSQUARE CAPITAL LLC 0.01% of their portfolio Lehi, UT 18,20518.2k $645.2k $645.2k 0.01% New
44 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.06% of their portfolio ORLANDO, FL 17,84017.8k $632.2k $632.2k 0.06% New
45 STEPHENS INC /AR/ 0.01% of their portfolio LITTLE ROCK, AR 17,42317.4k $617.5k $617.5k 0.01% Reduced -3.1k -3,055
46 UPTICK PARTNERS, LLC 0.45% of their portfolio NACOGDOCHES, TX 17,08017.1k $587.9k $587.9k 0.45% Unchanged
47 CASCADE INVESTMENT GROUP, INC. 0.44% of their portfolio Colorado Springs, CO 15,99316.0k $566.8k $566.8k 0.44% New
48 Tanglewood Legacy Advisors, LLC 0.24% of their portfolio HOUSTON, TX 14,51014.5k $514.2k $514.2k 0.24% Added +2.9k +2,939
49 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 14,11814.1k $500.3k $500.3k 0.00% New
50 BlueChip Wealth Advisors LLC 0.28% of their portfolio Milton, GA 13,40113.4k $474.9k $474.9k 0.28% New
51 Gallagher Fiduciary Advisors, LLC 0.10% of their portfolio ROLLING MEADOWS, IL 12,88312.9k $456.6k $456.6k 0.10% Reduced -2.9k -2,914
52 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 11,76511.8k $417.0k $417.0k 0.00% Unchanged
53 Lifeworks Advisors, LLC 0.11% of their portfolio GRAND RAPIDS, MI 11,41611.4k $404.6k $404.6k 0.11% Unchanged
54 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 11,09911.1k $393.3k $393.3k 0.00% New
55 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 10,72610.7k $364.6k $364.6k 0.00% First filing
56 Archer Investment Corp 0.11% of their portfolio Carmel, IN 10,49610.5k $372.0k $372.0k 0.11% Added +3.1k +3,128
57 Ignite Planners, LLC 0.09% of their portfolio SAN CLEMENTE, CA 10,38410.4k $371.7k $371.7k 0.09% Added +150 +150
58 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 10,24110.2k $362.9k $362.9k 0.00% Unchanged
59 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 9,6929.7k $343.5k $343.5k 0.00% Added +666 +666
60 Orion Portfolio Solutions, LLC 0.00% of their portfolio Omaha, NE 9,6929.7k $343.5k $343.5k 0.00% Added +666 +666
61 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.01% of their portfolio RICHMOND, VA 9,1709.2k $325.0k $325.0k 0.01% New
62 NorthCrest Asset Manangement, LLC 0.01% of their portfolio PLYMOUTH, MN 9,0939.1k $322.3k $322.3k 0.01% Unchanged
63 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 8,1098.1k $287.4k $287.4k 0.01% New
64 LM Advisors LLC 0.01% of their portfolio SAN DIEGO, CA 8,0018.0k $284.0k $284.0k 0.01% Unchanged
65 GTS SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 7,7757.8k $275.5k $275.5k 0.01% New
66 Kingsview Wealth Management, LLC 0.01% of their portfolio GRANTS PASS, OR 7,3237.3k $259.5k $259.5k 0.01% New
67 Koshinski Asset Management, Inc. 0.02% of their portfolio DECATUR, IL 7,2707.3k $260.4k $260.4k 0.02% New
68 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 7,2007.2k $255.2k $255.2k 0.00% New
69 FLAGSTAR SECURITIES, INC 0.07% of their portfolio New York, NY 7,0237.0k $248.9k $248.9k 0.07% Reduced -559 -559
70 Madrona Financial Services, LLC 0.08% of their portfolio EVERETT, WA 6,9056.9k $244.7k $244.7k 0.08% New
71 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 6,8796.9k $243.8k $243.8k 0.00% New
72 Foundations Investment Advisors, LLC 0.01% of their portfolio PHOENIX, AZ 6,8066.8k $241.2k $241.2k 0.01% Unchanged
73 LVZ, Inc. 0.03% of their portfolio Holland, MI 6,5696.6k $232.8k $232.8k 0.03% New
74 Optivise Advisory Services LLC 0.13% of their portfolio FRANKLIN, TN 6,5566.6k $232.3k $232.3k 0.13% First filing
75 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 6,4346.4k $228.0k $228.0k 0.00% Unchanged
76 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 6,1206.1k $216.0k $216.0k 0.00% New
77 Snowden Capital Advisors LLC 0.01% of their portfolio New York, NY 6,0936.1k $215.9k $215.9k 0.01% New
78 Stratos Wealth Advisors, LLC 0.01% of their portfolio BEACHWOOD, OH 6,0556.1k $214.6k $214.6k 0.01% New
79 Sequent Planning LLC 0.07% of their portfolio OMAHA, NE 6,0446.0k $214.8k $214.8k 0.07% Added +75 +75
80 J.W. COLE ADVISORS, INC. 0.01% of their portfolio TAMPA, FL 5,9946.0k $212.4k $212.4k 0.01% Unchanged
81 PARSONS CAPITAL MANAGEMENT INC/RI 0.01% of their portfolio PROVIDENCE, RI 5,9756.0k $211.8k $211.8k 0.01% Reduced -2.0k -2,025
82 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 5,8755.9k $208.2k $208.2k 0.00% New
83 DHJJ Financial Advisors, Ltd. 0.09% of their portfolio NAPERVILLE, IL 5,7825.8k $204.9k $204.9k 0.09% Added +300 +300
84 CoreCap Advisors, LLC 0.02% of their portfolio SOUTHFIELD, MI 5,2985.3k $187.8k $187.8k 0.02% Added +2.0k +1,986
85 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 3,7503.8k $132.9k $132.9k 0.00% New
86 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 3,4953.5k $123.9k $123.9k 0.00% Added +700 +700
87 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 3,0393.0k $108.0k $108.0k 0.01% New
88 CWM, LLC 0.00% of their portfolio OMAHA, NE 2,9002.9k $103.0k $103.0k 0.00% New
89 HAZLETT, BURT & WATSON, INC. 0.05% of their portfolio WHEELING, WV 2,7352.7k $97.0k $97.0k 0.05% Added +1.5k +1,485
90 Capital Investment Advisory Services, LLC 0.01% of their portfolio RALEIGH, NC 1,4051.4k $49.8k $49.8k 0.01% Added +1.3k +1,310
91 Clear Point Advisors Inc. 0.04% of their portfolio MELVILLE, NY 1,3101.3k $46.4k $46.4k 0.04% New
92 WR Wealth Planners, LLC 0.01% of their portfolio COLUMBIA, MO 1,2251.2k $43.4k $43.4k 0.01% New
93 Integrity Financial Corp /WA 0.03% of their portfolio JACKSON, WY 1,2061.2k $42.7k $42.7k 0.03% Added +442 +442
94 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 870870 $31.0k $31.0k 0.00% New
95 UBS Group AG 0.00% of their portfolio ZURICH, V8 750750 $26.6k $26.6k 0.00% New
96 Caitlin John, LLC 0.01% of their portfolio BRIGHTON, MI 345345 $12.2k $12.2k 0.01% Added +27 +27
97 EPG Wealth Management LLC 0.35% of their portfolio ATLANTA, GA 00 $1.5m $1.5m 0.35% Reduced -42.6k -42,551