Vault-13

FIRST TR EXCHNG TRADED FD VI GMAR

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

115 institutional holders +20 vs Q3 2024
5,603,1305.6m shares reported held*
$209.7mreported value*
20 new 16 added 34 reduced 10 sold out net sold ≈ $27.7m (-739.8k 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 ≈ $37.43.

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

050100150Q1 23: 23Q2 23: 39Q3 23: 46Q4 23: 42Q1 24: 61Q2 24: 97Q3 24: 95Q4 24: 115115Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q1 202323
Q2 202339
Q3 202346
Q4 202342
Q1 202461
Q2 202497
Q3 202495
Q4 2024115

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 outQ4 23: 6 bought or addedQ4 23: 27 cut or sold outQ4 23Q1 24: 46 bought or addedQ1 24: 19 cut or sold outQ2 24: 69 bought or addedQ2 24: 17 cut or sold outQ2 24Q3 24: 29 bought or addedQ3 24: 45 cut or sold outQ4 24: 36 bought or addedQ4 24: 44 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q2 2023325
Q3 20232015
Q4 2023627
Q1 20244619
Q2 20246917
Q3 20242945
Q4 20243644

Biggest buyers

LPL Financial LLC Added +174,169+174.2k
ENVESTNET ASSET MANAGEMENT INC Added +106,721+106.7k
HFG Wealth Management, LLC Added +37,865+37.9k
HRT FINANCIAL LP New +29,142+29.1k
Arkadios Wealth Advisors Added +25,551+25.6k
Alesco Advisors, LLC, An ESL Co New +22,065+22.1k
CreativeOne Wealth, LLC New +20,593+20.6k
Bullseye Investment Management, LLC New +18,574+18.6k
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC New +17,840+17.8k
Diversify Advisory Services, LLC New +16,700+16.7k

Biggest sellers

OSAIC HOLDINGS, INC. Reduced -516,535-516.5k
Bouchey Financial Group, Ltd. Reduced -336,240-336.2k
MAI Capital Management Reduced -91,106-91.1k
B. Riley Wealth Advisors, Inc. Reduced -84,700-84.7k
JANE STREET GROUP, LLC Reduced -38,658-38.7k
HBW ADVISORY SERVICES LLC Sold out -31,837-31.8k
JPMORGAN CHASE & CO Reduced -29,723-29.7k
OLD MISSION CAPITAL LLC Sold out -27,919-27.9k
BRASS TAX WEALTH MANAGEMENT, INC Reduced -24,191-24.2k
Summit Wealth Partners, LLC Sold out -21,544-21.5k

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, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OSAIC HOLDINGS, INC. 0.12% of their portfolio SCOTTSDALE, AZ 1,385,4031.4m $51.9m $51.9m 0.12% Reduced -516.5k -516,535
2 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 825,723825.7k $30.9m $30.9m 0.01% First filing
3 HFG Wealth Management, LLC 6.71% of their portfolio The Woodlands, TX 281,828281.8k $10.3m $10.3m 6.71% Added +37.9k +37,865
4 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 203,733203.7k $7.6m $7.6m 0.02% Added +12.5k +12,547
5 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 199,969200.0k $7.5m $7.5m 0.00% Added +174.2k +174,169
6 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 189,990190.0k $7.1m $7.1m 0.00% Added +106.7k +106,721
7 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 158,627158.6k $5.9m $5.9m 0.03% Reduced -2.5k -2,527
8 Bouchey Financial Group, Ltd. 0.44% of their portfolio TROY, NY 135,597135.6k $5.1m $5.1m 0.44% Reduced -336.2k -336,240
9 AssuredPartners Investment Advisors, LLC 0.92% of their portfolio Tampa, FL 125,868125.9k $4.7m $4.7m 0.92% First filing
10 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 124,510124.5k $4.7m $4.7m 0.01% Reduced -7.1k -7,057
11 Corus Family Wealth Advisors 3.06% of their portfolio MCKINNEY, TX 121,093121.1k $4.5m $4.5m 3.06% Unchanged
12 Americana Partners, LLC 0.16% of their portfolio Houston, TX 106,603106.6k $4.0m $4.0m 0.16% Reduced -229 -229
13 MAI Capital Management 0.03% of their portfolio INDEPENDENCE, OH 94,80894.8k $3.6m $3.6m 0.03% Reduced -91.1k -91,106
14 Sunbelt Securities, Inc. 0.29% of their portfolio HOUSTON, TX 88,52188.5k $3.3m $3.3m 0.29% Reduced -7.4k -7,371
15 CITY HOLDING CO 0.42% of their portfolio CHARLESTON, WV 79,10079.1k $3.0m $3.0m 0.42% Unchanged
16 Bison Wealth, LLC 0.36% of their portfolio ATLANTA, GA 78,26578.3k $2.9m $2.9m 0.36% First filing
17 REAP Financial Group, LLC 0.73% of their portfolio AUSTIN, TX 78,26578.3k $2.9m $2.9m 0.73% Reduced -3.9k -3,917
18 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 65,70565.7k $2.5m $2.5m 0.01% Added +517 +517
19 UPTICK PARTNERS, LLC 0.77% of their portfolio NACOGDOCHES, TX 56,51856.5k $2.1m $2.1m 0.77% Unchanged
20 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.09% of their portfolio BIRMINGHAM, AL 44,03944.0k $1.7m $1.7m 0.09% Reduced -771 -771
21 Strategic Blueprint, LLC 0.10% of their portfolio ATLANTA, GA 44,01744.0k $1.6m $1.6m 0.10% Reduced -2.9k -2,866
22 Anfield Capital Management, LLC 0.57% of their portfolio IRVINE, CA 42,14442.1k $1.6m $1.6m 0.57% Reduced -670 -670
23 Keystone Wealth Services, LLC 0.40% of their portfolio PALM DESERT, CA 40,16540.2k $1.5m $1.5m 0.40% Unchanged
24 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 38,74838.7k $1.5m $1.5m 0.01% Reduced -104 -104
25 Arkadios Wealth Advisors 0.08% of their portfolio ATLANTA, GA 37,55137.6k $1.4m $1.4m 0.08% Added +25.6k +25,551
26 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 35,61935.6k $1.3m $1.3m 0.00% Reduced -4.3k -4,308
27 Schulz Wealth, LTD. 1.01% of their portfolio MANSFIELD, TX 35,15535.2k $1.3m $1.3m 1.01% Unchanged
28 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 31,90031.9k $1.2m $1.2m 0.01% Reduced -10.5k -10,470
29 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 31,64031.6k $1.2m $1.2m 0.00% Reduced -3.4k -3,417
30 EPG Wealth Management LLC 0.31% of their portfolio ATLANTA, GA 31,00031.0k $1.2m $1.2m 0.31% Reduced -10.7k -10,651
31 HRT FINANCIAL LP 0.01% of their portfolio NEW YORK, NY 29,14229.1k $1.1m $1.1m 0.01% New
32 Diligent Investors, LLC 0.20% of their portfolio REDLANDS, CA 23,56823.6k $882.9k $882.9k 0.20% Unchanged
33 BRASS TAX WEALTH MANAGEMENT, INC 0.18% of their portfolio CINCINNATI, OH 23,19123.2k $868.8k $868.8k 0.18% Reduced -24.2k -24,191
34 Alesco Advisors, LLC, An ESL Co 0.03% of their portfolio Pittsford, NY 22,06522.1k $826.6k $826.6k 0.03% New
35 Noble Wealth Management PBC 0.55% of their portfolio GREENWOOD VILLAGE, CO 21,18221.2k $793.5k $793.5k 0.55% First filing
36 CreativeOne Wealth, LLC 0.02% of their portfolio OVERLAND PARK, KS 20,59320.6k $771.4k $771.4k 0.02% New
37 Bullseye Investment Management, LLC 0.46% of their portfolio CINCINNATI, OH 18,57418.6k $695.2k $695.2k 0.46% New
38 INSIGNEO ADVISORY SERVICES, LLC 0.07% of their portfolio MIAMI, FL 17,87817.9k $669.7k $669.7k 0.07% Reduced -228 -228
39 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.06% of their portfolio ORLANDO, FL 17,84017.8k $667.8k $667.8k 0.06% New
40 TOWNSQUARE CAPITAL LLC 0.01% of their portfolio Lehi, UT 17,83017.8k $667.9k $667.9k 0.01% Reduced -375 -375
41 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 17,54817.5k $657.4k $657.4k 0.02% Reduced -9.6k -9,566
42 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 17,34617.3k $649.8k $649.8k 0.00% Added +5.7k +5,717
43 Kovack Advisors, Inc. 0.06% of their portfolio FT. LAUDERDALE, FL 16,80016.8k $629.3k $629.3k 0.06% Unchanged
44 Diversify Advisory Services, LLC 0.03% of their portfolio SANDY, UT 16,70016.7k $624.2k $624.2k 0.03% New
45 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 16,25316.3k $608.9k $608.9k 0.01% Unchanged
46 Chris Bulman Inc 0.39% of their portfolio ROSEVILLE, CA 16,25316.3k $608.9k $608.9k 0.39% Added +571 +571
47 CASCADE INVESTMENT GROUP, INC. 0.41% of their portfolio Colorado Springs, CO 15,41315.4k $577.4k $577.4k 0.41% Reduced -491 -491
48 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 15,05015.1k $563.8k $563.8k 0.00% Reduced -38.7k -38,658
49 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 14,52214.5k $544.0k $544.0k 0.00% Added +1.2k +1,162
50 Tanglewood Legacy Advisors, LLC 0.23% of their portfolio HOUSTON, TX 14,51014.5k $543.6k $543.6k 0.23% Unchanged
51 STEPHENS INC /AR/ 0.01% of their portfolio LITTLE ROCK, AR 14,36314.4k $538.0k $538.0k 0.01% Unchanged
52 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 14,07214.1k $527.1k $527.1k 0.00% New
53 Avantra Family Wealth, Inc. 0.49% of their portfolio MECHANICSBURG, PA 13,89313.9k $520.4k $520.4k 0.49% First filing
54 BlueChip Wealth Advisors LLC 0.28% of their portfolio Milton, GA 13,40113.4k $502.0k $502.0k 0.28% Unchanged
55 FOUNDERS FINANCIAL SECURITIES LLC 0.04% of their portfolio TOWSON, MD 12,94312.9k $484.9k $484.9k 0.04% Added +3.4k +3,358
56 Gallagher Fiduciary Advisors, LLC 0.09% of their portfolio ROLLING MEADOWS, IL 12,73312.7k $477.0k $477.0k 0.09% Reduced -150 -150
57 SAGESPRING WEALTH PARTNERS, LLC 0.01% of their portfolio FRANKLIN, TN 12,57512.6k $471.1k $471.1k 0.01% First filing
58 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 12,00812.0k $449.8k $449.8k 0.01% Added +2.7k +2,740
59 Grantvest Financial Group LLC 0.50% of their portfolio MATAWAN, NJ 11,98712.0k $449.0k $449.0k 0.50% First filing
60 Sage Capital Advisors,llc 0.12% of their portfolio SIOUX FALLS, SD 11,96212.0k $448.1k $448.1k 0.12% New
61 Luken Investment Analytics, LLC 0.19% of their portfolio BRENTWOOD, TN 11,16411.2k $418.2k $418.2k 0.19% Reduced -55 -55
62 Ignite Planners, LLC 0.09% of their portfolio SAN CLEMENTE, CA 10,47410.5k $394.7k $394.7k 0.09% Added +90 +90
63 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 10,46010.5k $391.8k $391.8k 0.00% New
64 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 10,24110.2k $383.6k $383.6k 0.00% Unchanged
65 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 9,8759.9k $369.9k $369.9k 0.01% Reduced -84.7k -84,700
66 LVZ, Inc. 0.05% of their portfolio Holland, MI 9,5139.5k $356.4k $356.4k 0.05% Added +2.9k +2,944
67 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 9,1729.2k $349.1k $349.1k 0.00% Reduced -1.6k -1,630
68 CARY STREET PARTNERS FINANCIAL LLC 0.01% of their portfolio RICHMOND, VA 9,1709.2k $343.5k $343.5k 0.01% First filing
69 NorthCrest Asset Manangement, LLC 0.01% of their portfolio PLYMOUTH, MN 9,0939.1k $340.6k $340.6k 0.01% Unchanged
70 Wood Tarver Financial Group, LLC 0.11% of their portfolio BOISE, ID 8,9989.0k $337.0k $337.0k 0.11% First filing
71 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 8,7018.7k $325.9k $325.9k 0.00% New
72 ORG Partners LLC 0.04% of their portfolio ROANOKE, IN 8,5008.5k $318.4k $318.4k 0.04% Added +7.0k +7,000
73 Geneos Wealth Management Inc. 0.01% of their portfolio ENGLEWOOD, CO 7,5287.5k $282.0k $282.0k 0.01% New
74 LM Advisors LLC 0.05% of their portfolio SAN DIEGO, CA 7,4687.5k $280.0k $280.0k 0.05% Reduced -2.5k -2,533
75 Koshinski Asset Management, Inc. 0.02% of their portfolio DECATUR, IL 7,2707.3k $272.3k $272.3k 0.02% Unchanged
76 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 7,2007.2k $269.7k $269.7k 0.00% Unchanged
77 FLAGSTAR SECURITIES, INC 0.07% of their portfolio New York, NY 7,0237.0k $263.1k $263.1k 0.07% Unchanged
78 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 6,8896.9k $258.1k $258.1k 0.01% Added +1.2k +1,208
79 Foundations Investment Advisors, LLC 0.00% of their portfolio PHOENIX, AZ 6,8066.8k $255.0k $255.0k 0.00% Unchanged
80 BostonPremier Wealth LLC 0.15% of their portfolio HANOVER, MA 6,6466.6k $249.0k $249.0k 0.15% First filing
81 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 6,4346.4k $241.0k $241.0k 0.00% Unchanged
82 Madrona Financial Services, LLC 0.06% of their portfolio EVERETT, WA 6,3406.3k $237.5k $237.5k 0.06% Unchanged
83 Spire Wealth Management 0.01% of their portfolio MCLEAN, VA 6,3166.3k $236.6k $236.6k 0.01% New
84 Snowden Capital Advisors LLC 0.01% of their portfolio New York, NY 6,2936.3k $235.7k $235.7k 0.01% Added +200 +200
85 Stratos Wealth Advisors, LLC 0.01% of their portfolio BEACHWOOD, OH 6,0556.1k $226.8k $226.8k 0.01% Unchanged
86 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 6,0416.0k $226.3k $226.3k 0.00% Reduced -3.6k -3,622
87 Orion Portfolio Solutions, LLC 0.00% of their portfolio Omaha, NE 6,0416.0k $226.3k $226.3k 0.00% Reduced -3.6k -3,622
88 J.W. COLE ADVISORS, INC. 0.01% of their portfolio TAMPA, FL 5,9946.0k $224.5k $224.5k 0.01% Unchanged
89 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 5,8755.9k $220.1k $220.1k 0.00% Unchanged
90 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 5,7975.8k $217.2k $217.2k 0.00% Reduced -29.7k -29,723
91 DHJJ Financial Advisors, Ltd. 0.08% of their portfolio NAPERVILLE, IL 5,7825.8k $216.6k $216.6k 0.08% Unchanged
92 KINGSWOOD WEALTH ADVISORS, LLC 0.02% of their portfolio SAN DIEGO, CA 5,7025.7k $213.6k $213.6k 0.02% New
93 Prosperity Consulting Group, LLC 0.02% of their portfolio OWINGS MILLS, MD 5,6525.7k $211.7k $211.7k 0.02% New
94 Beacon Financial Advisory LLC 0.07% of their portfolio CLEVELAND, OH 5,5605.6k $208.3k $208.3k 0.07% Unchanged
95 Archer Investment Corp 0.05% of their portfolio Carmel, IN 5,2615.3k $197.1k $197.1k 0.05% Reduced -20 -20
96 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 3,7503.8k $140.5k $140.5k 0.00% Unchanged
97 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 3,4953.5k $130.9k $130.9k 0.00% Unchanged
98 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 3,0393.0k $114.0k $114.0k 0.01% Unchanged
99 CWM, LLC 0.00% of their portfolio OMAHA, NE 2,8802.9k $108.0k $108.0k 0.00% Unchanged
100 HAZLETT, BURT & WATSON, INC. 0.05% of their portfolio WHEELING, WV 2,7352.7k $102.0k $102.0k 0.05% Unchanged