Vault-13

FIRST TR EXCHNG TRADED FD VI GMAR

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

110 institutional holders -5 vs Q4 2024
6,218,9036.2m shares reported held*
$231.4mreported value*
14 new 40 added 32 reduced 17 sold out net bought ≈ $23.0m (+617.4k 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 ≈ $37.20.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q1 23: 23Q2 23: 39Q3 23: 46Q4 23: 42Q1 24: 61Q2 24: 97Q3 24: 95Q4 24: 115Q1 25: 110110Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q1 202323
Q2 202339
Q3 202346
Q4 202342
Q1 202461
Q2 202497
Q3 202495
Q4 2024115
Q1 2025110

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 outQ3 23: 20 bought or addedQ3 23: 15 cut or sold outQ3 23Q4 23: 6 bought or addedQ4 23: 27 cut or sold outQ1 24: 46 bought or addedQ1 24: 19 cut or sold outQ1 24Q2 24: 69 bought or addedQ2 24: 17 cut or sold outQ3 24: 29 bought or addedQ3 24: 45 cut or sold outQ3 24Q4 24: 36 bought or addedQ4 24: 44 cut or sold outQ1 25: 54 bought or addedQ1 25: 49 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 2023325
Q3 20232015
Q4 2023627
Q1 20244619
Q2 20246917
Q3 20242945
Q4 20243644
Q1 20255449

Biggest buyers

RAYMOND JAMES FINANCIAL INC Added +558,794+558.8k
ORG Partners LLC Added +507,505+507.5k
COMMONWEALTH EQUITY SERVICES, LLC Added +81,327+81.3k
Cetera Investment Advisers Added +70,320+70.3k
CITY HOLDING CO Added +53,280+53.3k
Clearstead Advisors, LLC New +18,460+18.5k
Ignite Planners, LLC Added +14,499+14.5k
FOUNDERS FINANCIAL SECURITIES LLC Added +13,158+13.2k
Mutual Advisors, LLC New +10,913+10.9k
CITADEL ADVISORS LLC New +9,976+10.0k

Biggest sellers

HFG Wealth Management, LLC Reduced -241,774-241.8k
Americana Partners, LLC Sold out -106,603-106.6k
Corus Family Wealth Advisors Reduced -90,674-90.7k
OSAIC HOLDINGS, INC. Reduced -84,410-84.4k
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Reduced -44,039-44.0k
Anfield Capital Management, LLC Sold out -42,144-42.1k
HRT FINANCIAL LP Sold out -29,142-29.1k
MAI Capital Management Reduced -19,799-19.8k
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC Sold out -17,840-17.8k
Envestnet Portfolio Solutions, Inc. Sold out -17,346-17.3k

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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 1,384,5171.4m $51.5m $51.5m 0.02% Added +558.8k +558,794
2 OSAIC HOLDINGS, INC. 0.11% of their portfolio SCOTTSDALE, AZ 1,300,9931.3m $48.4m $48.4m 0.11% Reduced -84.4k -84,410
3 ORG Partners LLC 4.73% of their portfolio ROANOKE, IN 516,005516.0k $19.2m $19.2m 4.73% Added +507.5k +507,505
4 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 274,053274.1k $10.2m $10.2m 0.02% Added +70.3k +70,320
5 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 207,470207.5k $7.7m $7.7m 0.00% Added +7.5k +7,501
6 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 205,837205.8k $7.7m $7.7m 0.01% Added +81.3k +81,327
7 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 191,466191.5k $7.1m $7.1m 0.00% Added +1.5k +1,476
8 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 156,308156.3k $5.8m $5.8m 0.03% Reduced -2.3k -2,319
9 CITY HOLDING CO 0.69% of their portfolio CHARLESTON, WV 132,380132.4k $4.9m $4.9m 0.69% Added +53.3k +53,280
10 AssuredPartners Investment Advisors, LLC 0.92% of their portfolio Tampa, FL 128,629128.6k $4.8m $4.8m 0.92% Added +2.8k +2,761
11 Bouchey Financial Group, Ltd. 0.41% of their portfolio TROY, NY 121,227121.2k $4.5m $4.5m 0.41% Reduced -14.4k -14,370
12 Sunbelt Securities, Inc. 0.31% of their portfolio HOUSTON, TX 94,10594.1k $3.5m $3.5m 0.31% Added +5.6k +5,584
13 MAI Capital Management 0.02% of their portfolio INDEPENDENCE, OH 75,00975.0k $2.8m $2.8m 0.02% Reduced -19.8k -19,799
14 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 72,62672.6k $2.7m $2.7m 0.01% Added +6.9k +6,921
15 REAP Financial Group, LLC 0.58% of their portfolio AUSTIN, TX 62,87862.9k $2.3m $2.3m 0.58% Reduced -15.4k -15,387
16 Bison Wealth, LLC 0.22% of their portfolio ATLANTA, GA 62,83862.8k $2.3m $2.3m 0.22% Reduced -15.4k -15,427
17 UPTICK PARTNERS, LLC 0.72% of their portfolio NACOGDOCHES, TX 57,05657.1k $2.1m $2.1m 0.72% Added +538 +538
18 Arkadios Wealth Advisors 0.06% of their portfolio ATLANTA, GA 40,53340.5k $1.5m $1.5m 0.06% Added +3.0k +2,982
19 HFG Wealth Management, LLC 0.91% of their portfolio The Woodlands, TX 40,05440.1k $1.5m $1.5m 0.91% Reduced -241.8k -241,774
20 Keystone Wealth Services, LLC 0.39% of their portfolio PALM DESERT, CA 38,46538.5k $1.4m $1.4m 0.39% Reduced -1.7k -1,700
21 Schulz Wealth, LTD. 1.00% of their portfolio MANSFIELD, TX 35,42235.4k $1.3m $1.3m 1.00% Added +267 +267
22 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 33,78533.8k $1.3m $1.3m 0.00% Reduced -5.0k -4,963
23 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 32,32332.3k $1.2m $1.2m 0.00% Added +683 +683
24 Strategic Blueprint, LLC 0.06% of their portfolio ATLANTA, GA 31,90031.9k $1.2m $1.2m 0.06% Reduced -12.1k -12,117
25 Corus Family Wealth Advisors 0.78% of their portfolio MCKINNEY, TX 30,41930.4k $1.1m $1.1m 0.78% Reduced -90.7k -90,674
26 EPG Wealth Management LLC 0.30% of their portfolio ATLANTA, GA 29,00029.0k $1.1m $1.1m 0.30% Reduced -2.0k -2,000
27 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 28,93328.9k $1.1m $1.1m 0.01% Reduced -3.0k -2,967
28 Bullseye Investment Management, LLC 0.60% of their portfolio CINCINNATI, OH 26,57226.6k $988.5k $988.5k 0.60% Added +8.0k +7,998
29 FOUNDERS FINANCIAL SECURITIES LLC 0.08% of their portfolio TOWSON, MD 26,10126.1k $963.4k $963.4k 0.08% Added +13.2k +13,158
30 Ignite Planners, LLC 0.18% of their portfolio SAN CLEMENTE, CA 24,97325.0k $924.8k $924.8k 0.18% Added +14.5k +14,499
31 CreativeOne Wealth, LLC 0.03% of their portfolio OVERLAND PARK, KS 24,43624.4k $909.0k $909.0k 0.03% Added +3.8k +3,843
32 Diligent Investors, LLC 0.21% of their portfolio REDLANDS, CA 23,56823.6k $876.7k $876.7k 0.21% Unchanged
33 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 23,24823.2k $864.8k $864.8k 0.00% Reduced -12.4k -12,371
34 Alesco Advisors, LLC, An ESL Co 0.03% of their portfolio Pittsford, NY 21,88021.9k $813.9k $813.9k 0.03% Reduced -185 -185
35 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 21,64421.6k $805.2k $805.2k 0.00% Added +6.6k +6,594
36 TOWNSQUARE CAPITAL LLC 0.01% of their portfolio Lehi, UT 21,23921.2k $790.1k $790.1k 0.01% Added +3.4k +3,409
37 Noble Wealth Management PBC 0.53% of their portfolio GREENWOOD VILLAGE, CO 20,86920.9k $776.3k $776.3k 0.53% Reduced -313 -313
38 BRASS TAX WEALTH MANAGEMENT, INC 0.16% of their portfolio CINCINNATI, OH 20,39120.4k $758.5k $758.5k 0.16% Reduced -2.8k -2,800
39 Diversify Advisory Services, LLC 0.05% of their portfolio SANDY, UT 19,89919.9k $736.1k $736.1k 0.05% Added +3.2k +3,199
40 Clearstead Advisors, LLC 0.01% of their portfolio CLEVELAND, OH 18,46018.5k $686.7k $686.7k 0.01% New
41 Kovack Advisors, Inc. 0.07% of their portfolio FT. LAUDERDALE, FL 16,80016.8k $625.0k $625.0k 0.07% Unchanged
42 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 16,79916.8k $624.9k $624.9k 0.01% Added +546 +546
43 Chris Bulman Inc 0.38% of their portfolio ROSEVILLE, CA 16,19016.2k $602.3k $602.3k 0.38% Reduced -63 -63
44 Madrona Financial Services, LLC 0.16% of their portfolio EVERETT, WA 16,03916.0k $596.7k $596.7k 0.16% Added +9.7k +9,699
45 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 15,53415.5k $578.0k $578.0k 0.00% Added +1.0k +1,012
46 INSIGNEO ADVISORY SERVICES, LLC 0.06% of their portfolio MIAMI, FL 15,40715.4k $573.1k $573.1k 0.06% Reduced -2.5k -2,471
47 Wood Tarver Financial Group, LLC 0.18% of their portfolio BOISE, ID 15,06815.1k $560.5k $560.5k 0.18% Added +6.1k +6,070
48 CASCADE INVESTMENT GROUP, INC. 0.42% of their portfolio Colorado Springs, CO 14,82114.8k $551.3k $551.3k 0.42% Reduced -592 -592
49 Tanglewood Legacy Advisors, LLC 0.24% of their portfolio HOUSTON, TX 14,51014.5k $539.8k $539.8k 0.24% Unchanged
50 STEPHENS INC /AR/ 0.01% of their portfolio LITTLE ROCK, AR 14,15114.2k $526.4k $526.4k 0.01% Reduced -212 -212
51 Avantra Family Wealth, Inc. 0.49% of their portfolio MECHANICSBURG, PA 13,84113.8k $514.9k $514.9k 0.49% Reduced -52 -52
52 BlueChip Wealth Advisors LLC 0.24% of their portfolio Milton, GA 13,40113.4k $498.5k $498.5k 0.24% Unchanged
53 Gallagher Fiduciary Advisors, LLC 0.02% of their portfolio ROLLING MEADOWS, IL 13,06313.1k $485.9k $485.9k 0.02% Added +330 +330
54 CENTAURUS FINANCIAL, INC. 0.03% of their portfolio ANAHEIM, CA 12,34912.3k $459.0k $459.0k 0.03% Added +9.3k +9,310
55 Orion Portfolio Solutions, LLC 0.00% of their portfolio Omaha, NE 12,30212.3k $459.2k $459.2k 0.00% Added +6.3k +6,261
56 INDEPENDENT FINANCIAL GROUP, LLC 0.02% of their portfolio SAN DIEGO, CA 11,80611.8k $439.2k $439.2k 0.02% Reduced -202 -202
57 Grantvest Financial Group LLC 0.36% of their portfolio MATAWAN, NJ 11,77911.8k $438.2k $438.2k 0.36% Reduced -208 -208
58 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 10,91310.9k $402.4k $402.4k 0.01% New
59 NorthCrest Asset Manangement, LLC 0.01% of their portfolio PLYMOUTH, MN 10,42210.4k $387.7k $387.7k 0.01% Added +1.3k +1,329
60 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 10,24110.2k $381.0k $381.0k 0.00% Unchanged
61 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 9,97610.0k $371.1k $371.1k 0.00% New
62 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 9,97210.0k $371.0k $371.0k 0.00% Added +800 +800
63 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 9,8759.9k $367.3k $367.3k 0.01% Unchanged
64 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 9,6549.7k $359.1k $359.1k 0.00% Added +3.9k +3,857
65 LVZ, Inc. 0.05% of their portfolio Holland, MI 9,5139.5k $353.9k $353.9k 0.05% Unchanged
66 CARY STREET PARTNERS FINANCIAL LLC 0.01% of their portfolio RICHMOND, VA 9,1709.2k $341.1k $341.1k 0.01% Unchanged
67 Range Financial Group LLC 0.14% of their portfolio TIGARD, OR 8,6728.7k $322.6k $322.6k 0.14% New
68 Cascades Capital Asset Management, LLC 0.17% of their portfolio GREENSBORO, NC 8,4008.4k $312.5k $312.5k 0.17% New
69 PKS Advisory Services, LLC 0.08% of their portfolio ALBANY, NY 8,1558.2k $303.4k $303.4k 0.08% New
70 SAGESPRING WEALTH PARTNERS, LLC 0.01% of their portfolio FRANKLIN, TN 8,1478.1k $303.1k $303.1k 0.01% Reduced -4.4k -4,428
71 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 8,0818.1k $300.6k $300.6k 0.01% Added +1.2k +1,192
72 DHJJ Financial Advisors, Ltd. 0.11% of their portfolio NAPERVILLE, IL 7,6607.7k $285.0k $285.0k 0.11% Added +1.9k +1,878
73 Koshinski Asset Management, Inc. 0.02% of their portfolio DECATUR, IL 7,5207.5k $279.7k $279.7k 0.02% Added +250 +250
74 LM Advisors LLC 0.05% of their portfolio SAN DIEGO, CA 7,4687.5k $278.0k $278.0k 0.05% Unchanged
75 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 7,2057.2k $268.0k $268.0k 0.00% Added +1.3k +1,330
76 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 7,2007.2k $267.8k $267.8k 0.00% Unchanged
77 LEGACY SOLUTIONS, LLC 0.29% of their portfolio KENNETT SQUARE, PA 7,1777.2k $267.0k $267.0k 0.29% New
78 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 7,1597.2k $266.3k $266.3k 0.01% Reduced -10.4k -10,389
79 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 7,1037.1k $264.2k $264.2k 0.00% Reduced -425 -425
80 FLAGSTAR SECURITIES, INC 0.07% of their portfolio New York, NY 7,0237.0k $261.3k $261.3k 0.07% Unchanged
81 AdvisorNet Financial, Inc 0.02% of their portfolio MINNETONKA, MN 6,8066.8k $253.2k $253.2k 0.02% New
82 BostonPremier Wealth LLC 0.15% of their portfolio HANOVER, MA 6,6466.6k $247.2k $247.2k 0.15% Unchanged
83 Snowden Capital Advisors LLC 0.01% of their portfolio New York, NY 6,6436.6k $247.1k $247.1k 0.01% Added +350 +350
84 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 6,6316.6k $246.7k $246.7k 0.00% Reduced -3.8k -3,829
85 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 6,4346.4k $239.3k $239.3k 0.00% Unchanged
86 VestGen Investment Management 0.18% of their portfolio EGG HARBOR TOWNSHIP, NJ 6,4076.4k $238.3k $238.3k 0.18% New
87 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 6,2616.3k $232.9k $232.9k 0.00% Added +220 +220
88 J.W. COLE ADVISORS, INC. 0.01% of their portfolio TAMPA, FL 5,9946.0k $223.0k $223.0k 0.01% Unchanged
89 Spire Wealth Management 0.01% of their portfolio MCLEAN, VA 5,6665.7k $210.8k $210.8k 0.01% Reduced -650 -650
90 Prosperity Consulting Group, LLC 0.02% of their portfolio OWINGS MILLS, MD 5,6525.7k $210.3k $210.3k 0.02% Unchanged
91 Archer Investment Corp 0.05% of their portfolio Carmel, IN 5,5875.6k $207.8k $207.8k 0.05% Added +326 +326
92 Beacon Financial Advisory LLC 0.06% of their portfolio CLEVELAND, OH 5,5605.6k $206.8k $206.8k 0.06% Unchanged
93 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 4,2984.3k $159.9k $159.9k 0.00% Added +803 +803
94 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 3,7503.8k $140.5k $140.5k 0.00% Unchanged
95 CWM, LLC 0.00% of their portfolio OMAHA, NE 2,8602.9k $106.0k $106.0k 0.00% Reduced -20 -20
96 HAZLETT, BURT & WATSON, INC. 0.05% of their portfolio WHEELING, WV 2,7352.7k $101.0k $101.0k 0.05% Unchanged
97 Stonebridge Financial Group, LLC 0.01% of their portfolio Wormleysburg, PA 2,1332.1k $79.3k $79.3k 0.01% Unchanged
98 GPS Wealth Strategies Group, LLC 0.01% of their portfolio CENTENNIAL, CO 1,8811.9k $70.0k $70.0k 0.01% New
99 Integrity Financial Corp /WA 0.04% of their portfolio JACKSON, WY 1,7441.7k $64.9k $64.9k 0.04% Added +538 +538
100 Financial Network Wealth Advisors LLC 0.08% of their portfolio MURRAY, UT 1,6251.6k $60.5k $60.5k 0.08% Unchanged