Vault-13

FIRST TR EXCHNG TRADED FD VI GMAR

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

95 institutional holders -2 vs Q2 2024
6,402,5696.4m shares reported held*
$234.8mreported value*
9 new 20 added 34 reduced 11 sold out net sold ≈ $47.4m (-1.3m 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 ≈ $36.67.

Trends to Q3 2024

Institutional holders

Managers reporting a position, each quarter

050100Q1 23: 23Q2 23: 39Q3 23: 46Q4 23: 42Q1 24: 61Q2 24: 97Q3 24: 9595Q1 23Q3 23Q1 24Q3 24
Numbers
QuarterHolders
Q1 202323
Q2 202339
Q3 202346
Q4 202342
Q1 202461
Q2 202497
Q3 202495

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 24Q3 24: 29 bought or addedQ3 24: 45 cut or sold outQ3 24
Numbers
QuarterBought or addedCut or sold out
Q2 2023325
Q3 20232015
Q4 2023627
Q1 20244619
Q2 20246917
Q3 20242945

Biggest buyers

EPG Wealth Management LLC Added +41,651+41.7k
UPTICK PARTNERS, LLC Added +39,438+39.4k
JANE STREET GROUP, LLC Added +32,949+32.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +25,809+25.8k
BRASS TAX WEALTH MANAGEMENT, INC Added +23,091+23.1k
LPL Financial LLC Added +18,921+18.9k
Brookstone Capital Management New +16,253+16.3k
Chris Bulman Inc New +15,682+15.7k
Cetera Investment Advisers Added +12,505+12.5k
Arkadios Wealth Advisors New +12,000+12.0k

Biggest sellers

Raymond James Financial Services Advisors, Inc. Reduced -331,865-331.9k
Kestra Advisory Services, LLC Reduced -276,500-276.5k
MAI Capital Management Reduced -266,050-266.1k
Luken Investment Analytics, LLC Reduced -227,258-227.3k
WINTRUST INVESTMENTS LLC Sold out -77,424-77.4k
HighTower Advisors, LLC Sold out -60,980-61.0k
OSAIC HOLDINGS, INC. Reduced -60,423-60.4k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -24,030-24.0k
NewEdge Advisors, LLC Reduced -21,508-21.5k
Bouchey Financial Group, Ltd. Reduced -20,741-20.7k

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, Q3 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OSAIC HOLDINGS, INC. 0.16% of their portfolio SCOTTSDALE, AZ 1,901,9381.9m $69.8m $69.8m 0.16% Reduced -60.4k -60,423
2 Raymond James Financial Services Advisors, Inc. 0.03% of their portfolio ST. PETERSBURG, FL 627,082627.1k $23.0m $23.0m 0.03% Reduced -331.9k -331,865
3 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 549,633549.6k $20.2m $20.2m 0.01% Reduced -9.1k -9,080
4 Bouchey Financial Group, Ltd. 1.55% of their portfolio TROY, NY 471,837471.8k $17.3m $17.3m 1.55% Reduced -20.7k -20,741
5 HFG Wealth Management, LLC 5.51% of their portfolio The Woodlands, TX 243,963244.0k $8.6m $8.6m 5.51% Unchanged
6 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 191,186191.2k $7.0m $7.0m 0.02% Added +12.5k +12,505
7 MAI Capital Management 0.07% of their portfolio INDEPENDENCE, OH 185,914185.9k $6.8m $6.8m 0.07% Reduced -266.1k -266,050
8 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 161,154161.2k $5.9m $5.9m 0.03% Reduced -276.5k -276,500
9 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 131,567131.6k $4.8m $4.8m 0.01% Reduced -24.0k -24,030
10 Corus Family Wealth Advisors 3.16% of their portfolio MCKINNEY, TX 121,093121.1k $4.4m $4.4m 3.16% Added +231 +231
11 Americana Partners, LLC 0.27% of their portfolio Houston, TX 106,832106.8k $3.9m $3.9m 0.27% Reduced -5.1k -5,087
12 Sunbelt Securities, Inc. 0.35% of their portfolio HOUSTON, TX 95,89295.9k $3.5m $3.5m 0.35% Added +4.6k +4,602
13 B. Riley Wealth Advisors, Inc. 0.10% of their portfolio MEMPHIS, TN 94,57594.6k $3.5m $3.5m 0.10% Reduced -275 -275
14 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 83,26983.3k $3.1m $3.1m 0.00% Added +11.7k +11,687
15 REAP Financial Group, LLC 0.74% of their portfolio AUSTIN, TX 82,18282.2k $3.0m $3.0m 0.74% Reduced -1.5k -1,504
16 CITY HOLDING CO 0.40% of their portfolio CHARLESTON, WV 79,10079.1k $2.9m $2.9m 0.40% Unchanged
17 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 65,18865.2k $2.4m $2.4m 0.01% Reduced -4.8k -4,807
18 UPTICK PARTNERS, LLC 0.88% of their portfolio NACOGDOCHES, TX 56,51856.5k $2.1m $2.1m 0.88% Added +39.4k +39,438
19 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 53,70853.7k $2.0m $2.0m 0.00% Added +32.9k +32,949
20 BRASS TAX WEALTH MANAGEMENT, INC 0.24% of their portfolio CINCINNATI, OH 47,38247.4k $1.7m $1.7m 0.24% Added +23.1k +23,091
21 Strategic Blueprint, LLC 0.11% of their portfolio ATLANTA, GA 46,88346.9k $1.7m $1.7m 0.11% Reduced -15.1k -15,068
22 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.10% of their portfolio BIRMINGHAM, AL 44,81044.8k $1.6m $1.6m 0.10% Reduced -3.4k -3,371
23 Anfield Capital Management, LLC 0.60% of their portfolio IRVINE, CA 42,81442.8k $1.6m $1.6m 0.60% Reduced -1.6k -1,585
24 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 42,37042.4k $1.6m $1.6m 0.01% Reduced -21.5k -21,508
25 EPG Wealth Management LLC 0.39% of their portfolio ATLANTA, GA 41,65141.7k $1.5m $1.5m 0.39% Added +41.7k +41,651
26 Keystone Wealth Services, LLC 0.41% of their portfolio PALM DESERT, CA 40,16540.2k $1.5m $1.5m 0.41% Unchanged
27 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 39,92739.9k $1.5m $1.5m 0.00% Added +25.8k +25,809
28 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 38,85238.9k $1.4m $1.4m 0.01% Added +279 +279
29 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 35,52035.5k $1.3m $1.3m 0.00% Added +6.3k +6,332
30 Schulz Wealth, LTD. 1.00% of their portfolio MANSFIELD, TX 35,15535.2k $1.3m $1.3m 1.00% Unchanged
31 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 35,05735.1k $1.3m $1.3m 0.00% Added +638 +638
32 HBW ADVISORY SERVICES LLC 0.17% of their portfolio SIMI VALLEY, CA 31,83731.8k $1.2m $1.2m 0.17% Reduced -2.2k -2,184
33 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 27,91927.9k $1.0m $1.0m 0.02% Reduced -11.8k -11,813
34 HARBOUR INVESTMENTS, INC. 0.03% of their portfolio MADISON, WI 27,11427.1k $995.5k $995.5k 0.03% Reduced -12.6k -12,648
35 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 25,80025.8k $947.3k $947.3k 0.00% Added +18.9k +18,921
36 Diligent Investors, LLC 0.20% of their portfolio REDLANDS, CA 23,56823.6k $865.3k $865.3k 0.20% Reduced -190 -190
37 Summit Wealth Partners, LLC 0.15% of their portfolio Orlando, FL 21,54421.5k $791.0k $791.0k 0.15% Reduced -365 -365
38 TOWNSQUARE CAPITAL LLC 0.01% of their portfolio Lehi, UT 18,20518.2k $668.4k $668.4k 0.01% Unchanged
39 INSIGNEO ADVISORY SERVICES, LLC 0.07% of their portfolio MIAMI, FL 18,10618.1k $664.8k $664.8k 0.07% Reduced -590 -590
40 Kovack Advisors, Inc. 0.07% of their portfolio FT. LAUDERDALE, FL 16,80016.8k $616.8k $616.8k 0.07% Reduced -1.5k -1,500
41 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 16,25316.3k $596.8k $596.8k 0.01% New
42 CASCADE INVESTMENT GROUP, INC. 0.43% of their portfolio Colorado Springs, CO 15,90415.9k $583.9k $583.9k 0.43% Reduced -89 -89
43 Chris Bulman Inc 0.39% of their portfolio ROSEVILLE, CA 15,68215.7k $575.8k $575.8k 0.39% New
44 Tanglewood Legacy Advisors, LLC 0.24% of their portfolio HOUSTON, TX 14,51014.5k $532.8k $532.8k 0.24% Unchanged
45 STEPHENS INC /AR/ 0.01% of their portfolio LITTLE ROCK, AR 14,36314.4k $527.4k $527.4k 0.01% Reduced -3.1k -3,060
46 BlueChip Wealth Advisors LLC 0.26% of their portfolio Milton, GA 13,40113.4k $492.0k $492.0k 0.26% Unchanged
47 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 13,36013.4k $491.0k $491.0k 0.00% Reduced -18.9k -18,864
48 Gallagher Fiduciary Advisors, LLC 0.10% of their portfolio ROLLING MEADOWS, IL 12,88312.9k $473.0k $473.0k 0.10% Unchanged
49 Arkadios Wealth Advisors 0.02% of their portfolio ATLANTA, GA 12,00012.0k $440.6k $440.6k 0.02% New
50 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 11,62911.6k $427.0k $427.0k 0.00% Reduced -136 -136
51 Lifeworks Advisors, LLC 0.08% of their portfolio GRAND RAPIDS, MI 11,41611.4k $419.2k $419.2k 0.08% Unchanged
52 Luken Investment Analytics, LLC 0.19% of their portfolio BRENTWOOD, TN 11,21911.2k $411.9k $411.9k 0.19% Reduced -227.3k -227,258
53 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 10,80210.8k $404.0k $404.0k 0.00% Added +76 +76
54 Ignite Planners, LLC 0.09% of their portfolio SAN CLEMENTE, CA 10,38410.4k $381.3k $381.3k 0.09% Unchanged
55 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 10,24110.2k $376.0k $376.0k 0.00% Unchanged
56 LM Advisors LLC 0.07% of their portfolio SAN DIEGO, CA 10,00110.0k $367.0k $367.0k 0.07% Added +2.0k +2,000
57 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 9,6639.7k $354.8k $354.8k 0.00% Reduced -29 -29
58 Orion Portfolio Solutions, LLC 0.00% of their portfolio Omaha, NE 9,6639.7k $354.8k $354.8k 0.00% Reduced -29 -29
59 FOUNDERS FINANCIAL SECURITIES LLC 0.03% of their portfolio TOWSON, MD 9,5859.6k $351.9k $351.9k 0.03% New
60 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 9,2689.3k $340.3k $340.3k 0.01% Added +1.2k +1,159
61 NorthCrest Asset Manangement, LLC 0.01% of their portfolio PLYMOUTH, MN 9,0939.1k $333.9k $333.9k 0.01% Unchanged
62 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.01% of their portfolio RICHMOND, VA 8,8708.9k $325.7k $325.7k 0.01% Reduced -300 -300
63 Koshinski Asset Management, Inc. 0.02% of their portfolio DECATUR, IL 7,2707.3k $266.9k $266.9k 0.02% Unchanged
64 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 7,2007.2k $264.4k $264.4k 0.00% Unchanged
65 FLAGSTAR SECURITIES, INC 0.07% of their portfolio New York, NY 7,0237.0k $257.9k $257.9k 0.07% Unchanged
66 Foundations Investment Advisors, LLC 0.01% of their portfolio PHOENIX, AZ 6,8066.8k $249.9k $249.9k 0.01% Unchanged
67 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 6,7996.8k $249.6k $249.6k 0.00% Reduced -15.1k -15,121
68 LVZ, Inc. 0.03% of their portfolio Holland, MI 6,5696.6k $241.2k $241.2k 0.03% Unchanged
69 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 6,4346.4k $236.2k $236.2k 0.00% Unchanged
70 Sequent Planning LLC 0.08% of their portfolio OMAHA, NE 6,3416.3k $232.8k $232.8k 0.08% Added +297 +297
71 Madrona Financial Services, LLC 0.06% of their portfolio EVERETT, WA 6,3406.3k $232.8k $232.8k 0.06% Reduced -565 -565
72 Snowden Capital Advisors LLC 0.01% of their portfolio New York, NY 6,0936.1k $223.7k $223.7k 0.01% Unchanged
73 Stratos Wealth Advisors, LLC 0.01% of their portfolio BEACHWOOD, OH 6,0556.1k $222.3k $222.3k 0.01% Unchanged
74 J.W. COLE ADVISORS, INC. 0.01% of their portfolio TAMPA, FL 5,9946.0k $220.1k $220.1k 0.01% Unchanged
75 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 5,8755.9k $215.7k $215.7k 0.00% Unchanged
76 DHJJ Financial Advisors, Ltd. 0.08% of their portfolio NAPERVILLE, IL 5,7825.8k $212.3k $212.3k 0.08% Unchanged
77 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 5,6815.7k $208.6k $208.6k 0.01% Added +383 +383
78 Beacon Financial Advisory LLC 0.07% of their portfolio CLEVELAND, OH 5,5605.6k $204.1k $204.1k 0.07% New
79 Archer Investment Corp 0.05% of their portfolio Carmel, IN 5,2815.3k $193.9k $193.9k 0.05% Reduced -5.2k -5,215
80 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 3,7503.8k $137.7k $137.7k 0.00% Unchanged
81 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 3,4953.5k $128.3k $128.3k 0.00% Unchanged
82 Jaffetilchin Investment Partners, LLC 0.01% of their portfolio TAMPA, FL 3,3613.4k $123.4k $123.4k 0.01% New
83 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 3,0393.0k $112.0k $112.0k 0.01% Unchanged
84 CWM, LLC 0.00% of their portfolio OMAHA, NE 2,8802.9k $106.0k $106.0k 0.00% Reduced -20 -20
85 HAZLETT, BURT & WATSON, INC. 0.05% of their portfolio WHEELING, WV 2,7352.7k $101.0k $101.0k 0.05% Unchanged
86 UBS Group AG 0.00% of their portfolio ZURICH, V8 2,1482.1k $78.9k $78.9k 0.00% Added +1.4k +1,398
87 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 1,5631.6k $57.4k $57.4k 0.00% New
88 ORG Partners LLC 0.01% of their portfolio ROANOKE, IN 1,5001.5k $55.1k $55.1k 0.01% New
89 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 1,4051.4k $51.6k $51.6k 0.00% Unchanged
90 Clear Point Advisors Inc. 0.04% of their portfolio MELVILLE, NY 1,3101.3k $48.1k $48.1k 0.04% Unchanged
91 WR Wealth Planners, LLC 0.01% of their portfolio COLUMBIA, MO 1,2251.2k $45.0k $45.0k 0.01% Unchanged
92 Integrity Financial Corp /WA 0.03% of their portfolio JACKSON, WY 1,2061.2k $44.3k $44.3k 0.03% Unchanged
93 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 870870 $32.0k $32.0k 0.00% Unchanged
94 Caitlin John, LLC 0.01% of their portfolio BRIGHTON, MI 354354 $13.2k $13.2k 0.01% Added +9 +9
95 Pinnacle Bancorp, Inc. 0.00% of their portfolio BEATRICE, NE 325325 $11.9k $11.9k 0.00% New