Vault-13

FIRST TR EXCHNG TRADED FD VI GJAN

FT VEST US EQT · ETP · CUSIP 33740F516

83 institutional holders +1 vs Q1 2024
4,447,6374.4m shares reported held*
$164.2mreported value*
7 new 17 added 35 reduced 7 sold out net sold ≈ $27.4m (-741.5k 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 ≈ $36.91.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

050100Q1 23: 43Q2 23: 42Q3 23: 39Q4 23: 48Q1 24: 82Q2 24: 8383Q1 23Q2 23Q3 23Q4 23Q1 24Q2 24
Numbers
QuarterHolders
Q1 202343
Q2 202342
Q3 202339
Q4 202348
Q1 202482
Q2 202483

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 23: 16 bought or addedQ2 23: 22 cut or sold outQ2 23Q3 23: 10 bought or addedQ3 23: 22 cut or sold outQ3 23Q4 23: 11 bought or addedQ4 23: 22 cut or sold outQ4 23Q1 24: 69 bought or addedQ1 24: 11 cut or sold outQ1 24Q2 24: 24 bought or addedQ2 24: 42 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q2 20231622
Q3 20231022
Q4 20231122
Q1 20246911
Q2 20242442

Biggest buyers

HBW ADVISORY SERVICES LLC New +61,750+61.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +32,496+32.5k
GRIES FINANCIAL LLC Added +25,415+25.4k
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC New +13,895+13.9k
OLD MISSION CAPITAL LLC Added +13,425+13.4k
JANE STREET GROUP, LLC Added +10,528+10.5k
JPMORGAN CHASE & CO New +9,748+9.7k
OneDigital Investment Advisors LLC Added +7,789+7.8k
Diversify Advisory Services, LLC New +7,789+7.8k
UBS Group AG Added +6,079+6.1k

Biggest sellers

Archer Investment Corp Reduced -287,728-287.7k
MILESTONE ASSET MANAGEMENT, LLC Reduced -282,940-282.9k
OSAIC HOLDINGS, INC. Reduced -74,315-74.3k
REAP Financial Group, LLC Reduced -66,606-66.6k
Cetera Investment Advisers Reduced -32,895-32.9k
Sequent Planning LLC Reduced -22,654-22.7k
Strategic Blueprint, LLC Reduced -19,095-19.1k
WealthPLAN Partners, LLC Sold out -18,924-18.9k
Signal Advisors Wealth, LLC Reduced -18,446-18.4k
RAYMOND JAMES & ASSOCIATES Reduced -17,995-18.0k

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 +1.7 pts · filed 2026-10-19 21.1% +1.7 pts 2.0m≈ $91.1m 2026-10-19

Holders, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 REAP Financial Group, LLC 8.92% of their portfolio AUSTIN, TX 898,387898.4k $33.1m $33.1m 8.92% Reduced -66.6k -66,606
2 Raymond James Financial Services Advisors, Inc. 0.02% of their portfolio ST. PETERSBURG, FL 373,348373.3k $13.8m $13.8m 0.02% Reduced -982 -982
3 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 228,541228.5k $8.4m $8.4m 0.03% Reduced -908 -908
4 Sequent Planning LLC 2.58% of their portfolio OMAHA, NE 204,362204.4k $7.5m $7.5m 2.58% Reduced -22.7k -22,654
5 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 194,411194.4k $7.2m $7.2m 0.02% Reduced -32.9k -32,895
6 MILESTONE ASSET MANAGEMENT, LLC 1.56% of their portfolio PITTSBURGH, PA 169,392169.4k $6.2m $6.2m 1.56% Reduced -282.9k -282,940
7 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 166,951167.0k $6.2m $6.2m 0.01% Reduced -74.3k -74,315
8 GRIES FINANCIAL LLC 1.11% of their portfolio Cleveland, OH 146,087146.1k $5.4m $5.4m 1.11% Added +25.4k +25,415
9 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 135,223135.2k $5.0m $5.0m 0.00% Added +379 +379
10 Commonwealth Financial Services, LLC 1.00% of their portfolio VIENNA, WV 130,984131.0k $4.9m $4.9m 1.00% Added +1.8k +1,755
11 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 130,732130.7k $4.8m $4.8m 0.03% Reduced -6.0k -5,958
12 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 123,329123.3k $4.5m $4.5m 0.00% Reduced -18.0k -17,995
13 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 122,464122.5k $4.5m $4.5m 0.01% Reduced -736 -736
14 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 119,665119.7k $4.4m $4.4m 0.01% Reduced -192 -192
15 Americana Partners, LLC 0.31% of their portfolio Houston, TX 108,214108.2k $4.0m $4.0m 0.31% Reduced -2.4k -2,409
16 Schulz Wealth, LTD. 3.28% of their portfolio MANSFIELD, TX 105,035105.0k $3.9m $3.9m 3.28% Reduced -985 -985
17 LM Advisors LLC 0.09% of their portfolio SAN DIEGO, CA 70,52470.5k $2.6m $2.6m 0.09% Added +5.7k +5,659
18 HBW ADVISORY SERVICES LLC 0.38% of their portfolio SIMI VALLEY, CA 61,75061.8k $2.3m $2.3m 0.38% New
19 AE Wealth Management LLC 0.02% of their portfolio TOPEKA, KS 58,22858.2k $2.1m $2.1m 0.02% Reduced -9.6k -9,574
20 WORLD EQUITY GROUP, INC. 0.54% of their portfolio SCHAUMBURG, IL 49,33549.3k $1.8m $1.8m 0.54% Reduced -2.1k -2,108
21 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 46,89246.9k $1.7m $1.7m 0.00% Added +2.5k +2,509
22 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 46,34146.3k $1.7m $1.7m 0.00% Added +32.5k +32,496
23 CORRADO ADVISORS, LLC 1.03% of their portfolio RAMSEY, NJ 43,10543.1k $1.6m $1.6m 1.03% Reduced -594 -594
24 Tanglewood Legacy Advisors, LLC 0.67% of their portfolio HOUSTON, TX 38,57538.6k $1.4m $1.4m 0.67% Unchanged
25 Optivise Advisory Services LLC 0.77% of their portfolio FRANKLIN, TN 38,47638.5k $1.4m $1.4m 0.77% First filing
26 Sigma Planning Corp 0.04% of their portfolio ANN ARBOR, MI 36,50336.5k $1.3m $1.3m 0.04% Reduced -2.3k -2,336
27 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 35,27135.3k $1.3m $1.3m 0.00% Added +10.5k +10,528
28 NorthCrest Asset Manangement, LLC 0.04% of their portfolio PLYMOUTH, MN 31,68331.7k $1.2m $1.2m 0.04% Unchanged
29 Mariner, LLC 0.00% of their portfolio Overland Park, KS 31,11131.1k $1.1m $1.1m 0.00% Added +555 +555
30 KESTRA PRIVATE WEALTH SERVICES, LLC 0.02% of their portfolio AUSTIN, TX 27,94827.9k $1.0m $1.0m 0.02% Unchanged
31 Advisory Services Network, LLC 0.02% of their portfolio ATLANTA, GA 26,72526.7k $986.0k $986.0k 0.02% Reduced -750 -750
32 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 26,47526.5k $976.7k $976.7k 0.01% Added +250 +250
33 Ferguson Shapiro LLC 0.38% of their portfolio DECATUR, GA 26,21126.2k $967.0k $967.0k 0.38% Unchanged
34 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 26,19826.2k $967.0k $967.0k 0.00% Reduced -4.6k -4,618
35 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 25,67825.7k $947.3k $947.3k 0.02% Added +13.4k +13,425
36 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 23,27923.3k $858.8k $858.8k 0.00% Added +391 +391
37 Ignite Planners, LLC 0.18% of their portfolio SAN CLEMENTE, CA 20,30420.3k $752.9k $752.9k 0.18% Unchanged
38 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 17,33917.3k $639.7k $639.7k 0.01% Added +7.8k +7,789
39 Strategic Blueprint, LLC 0.04% of their portfolio ATLANTA, GA 16,32616.3k $602.3k $602.3k 0.04% Reduced -19.1k -19,095
40 BCGM Wealth Management, LLC 0.21% of their portfolio LAFAYETTE, IN 16,10016.1k $594.0k $594.0k 0.21% Unchanged
41 Mutual Advisors, LLC 0.02% of their portfolio OMAHA, NE 15,80015.8k $584.7k $584.7k 0.02% Reduced -120 -120
42 PRINCIPAL SECURITIES, INC. 0.01% of their portfolio DES MOINES, IA 14,10514.1k $520.4k $520.4k 0.01% Reduced -775 -775
43 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.01% of their portfolio LOS ANGELES, CA 13,89513.9k $512.6k $512.6k 0.01% New
44 Capital Analysts, LLC 0.02% of their portfolio FORT WASHINGTON, PA 13,17713.2k $486.0k $486.0k 0.02% Unchanged
45 Catalina Capital Group, LLC 0.18% of their portfolio Torrance, CA 13,11513.1k $483.9k $483.9k 0.18% Unchanged
46 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 12,00012.0k $442.7k $442.7k 0.00% Reduced -14.8k -14,828
47 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 10,99811.0k $405.8k $405.8k 0.01% Reduced -2.0k -1,973
48 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 9,7489.7k $359.6k $359.6k 0.00% New
49 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 9,1169.1k $336.3k $336.3k 0.00% Reduced -888 -888
50 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 8,7448.7k $322.6k $322.6k 0.00% Reduced -3.7k -3,724
51 Triumph Capital Management 0.13% of their portfolio DENVER, CO 8,7258.7k $321.9k $321.9k 0.13% Reduced -184 -184
52 Keystone Wealth Services, LLC 0.10% of their portfolio PALM DESERT, CA 8,6958.7k $320.8k $320.8k 0.10% Unchanged
53 Diversify Advisory Services, LLC 0.02% of their portfolio SANDY, UT 7,7897.8k $289.0k $289.0k 0.02% New
54 UBS Group AG 0.00% of their portfolio ZURICH, V8 7,2277.2k $266.6k $266.6k 0.00% Added +6.1k +6,079
55 FSB PREMIER WEALTH MANAGEMENT, INC. 0.12% of their portfolio WATERLOO, IA 7,0947.1k $261.7k $261.7k 0.12% Reduced -1.8k -1,836
56 SECURED RETIREMENT ADVISORS, LLC 0.20% of their portfolio ST LOUIS PARK, MN 7,0757.1k $261.0k $261.0k 0.20% Added +1.1k +1,066
57 CWM, LLC 0.00% of their portfolio OMAHA, NE 6,8506.8k $253.0k $253.0k 0.00% Reduced -23 -23
58 Quad-Cities Investment Group, LLC 0.13% of their portfolio DAVENPORT, IA 6,4976.5k $239.7k $239.7k 0.13% Unchanged
59 Avidian Wealth Enterprises, LLC 0.01% of their portfolio Houston, TX 6,3986.4k $236.0k $236.0k 0.01% Unchanged
60 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 6,3446.3k $234.1k $234.1k 0.00% Unchanged
61 Signal Advisors Wealth, LLC 0.51% of their portfolio DETROIT, MI 6,2706.3k $231.3k $231.3k 0.51% Reduced -18.4k -18,446
62 Bouchey Financial Group, Ltd. 0.02% of their portfolio TROY, NY 6,1246.1k $225.0k $225.0k 0.02% Added +1 +1
63 Integrity Financial Corp /WA 0.14% of their portfolio JACKSON, WY 5,9966.0k $221.2k $221.2k 0.14% Reduced -495 -495
64 KRAEMATON INVESTMENT ADVISORS, INC 0.20% of their portfolio BRAINTREE, MA 5,4355.4k $200.5k $200.5k 0.20% New
65 Dogwood Wealth Management LLC 0.12% of their portfolio LENEXA, KS 5,1915.2k $191.5k $191.5k 0.12% Unchanged
66 CoreCap Advisors, LLC 0.02% of their portfolio SOUTHFIELD, MI 5,1285.1k $189.2k $189.2k 0.02% Added +1.9k +1,902
67 Financial Network Wealth Advisors LLC 0.10% of their portfolio MURRAY, UT 3,6803.7k $135.8k $135.8k 0.10% New
68 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio ORLANDO, FL 2,8572.9k $105.4k $105.4k 0.01% New
69 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.01% of their portfolio BIRMINGHAM, AL 2,7782.8k $102.5k $102.5k 0.01% Unchanged
70 Sunbelt Securities, Inc. 0.01% of their portfolio HOUSTON, TX 2,1432.1k $79.1k $79.1k 0.01% Unchanged
71 CREATIVE FINANCIAL DESIGNS INC /ADV 0.01% of their portfolio KOKOMO, IN 1,7401.7k $64.2k $64.2k 0.01% Unchanged
72 Clear Point Advisors Inc. 0.05% of their portfolio MELVILLE, NY 1,6171.6k $59.7k $59.7k 0.05% Unchanged
73 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 1,4351.4k $52.0k $52.0k 0.00% Unchanged
74 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 1,2761.3k $47.1k $47.1k 0.01% Unchanged
75 Archer Investment Corp 0.01% of their portfolio Carmel, IN 1,1751.2k $43.4k $43.4k 0.01% Reduced -287.7k -287,728
76 DHJJ Financial Advisors, Ltd. 0.02% of their portfolio NAPERVILLE, IL 1,0531.1k $38.8k $38.8k 0.02% Unchanged
77 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 825825 $30.4k $30.4k 0.00% Unchanged
78 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 666666 $24.6k $24.6k 0.00% Reduced -4.9k -4,901
79 Pinnacle Bancorp, Inc. 0.00% of their portfolio BEATRICE, NE 450450 $16.6k $16.6k 0.00% Unchanged
80 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 404404 $14.9k $14.9k 0.00% Unchanged
81 Caitlin John, LLC 0.01% of their portfolio BRIGHTON, MI 335335 $12.4k $12.4k 0.01% Added +23 +23
82 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 165165 $6.1k $6.1k 0.00% Reduced -4.3k -4,290
83 EPG Wealth Management LLC 0.01% of their portfolio ATLANTA, GA 00 $29.5k $29.5k 0.01% Reduced -800 -800