Vault-13

FIRST TR EXCHNG TRADED FD VI GJAN

FT VEST US EQT · ETP · CUSIP 33740F516

88 institutional holders +3 vs Q3 2024
3,905,7403.9m shares reported held*
$151.0mreported value*
11 new 7 added 41 reduced 13 sold out net sold ≈ $40.5m (-1.0m 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 ≈ $38.65.

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

050100Q1 23: 43Q2 23: 42Q3 23: 39Q4 23: 48Q1 24: 82Q2 24: 83Q3 24: 85Q4 24: 8888Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q1 202343
Q2 202342
Q3 202339
Q4 202348
Q1 202482
Q2 202483
Q3 202485
Q4 202488

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 outQ4 23: 11 bought or addedQ4 23: 22 cut or sold outQ4 23Q1 24: 69 bought or addedQ1 24: 11 cut or sold outQ2 24: 24 bought or addedQ2 24: 42 cut or sold outQ2 24Q3 24: 24 bought or addedQ3 24: 41 cut or sold outQ4 24: 18 bought or addedQ4 24: 54 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q2 20231622
Q3 20231022
Q4 20231122
Q1 20246911
Q2 20242442
Q3 20242441
Q4 20241854

Biggest buyers

AMERIPRISE FINANCIAL INC New +7,893+7.9k
HRT FINANCIAL LP New +7,694+7.7k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC New +7,240+7.2k
Global Retirement Partners, LLC New +6,750+6.8k
Orion Porfolio Solutions, LLC New +5,396+5.4k
Orion Portfolio Solutions, LLC New +5,396+5.4k
BARCLAYS PLC Added +4,775+4.8k
OLD MISSION CAPITAL LLC Added +3,888+3.9k
FOUNDERS FINANCIAL SECURITIES LLC Added +3,358+3.4k
Geneos Wealth Management Inc. New +3,016+3.0k

Biggest sellers

Sequent Planning LLC Reduced -208,691-208.7k
MILESTONE ASSET MANAGEMENT, LLC Reduced -164,709-164.7k
ENVESTNET ASSET MANAGEMENT INC Reduced -108,888-108.9k
LPL Financial LLC Reduced -107,037-107.0k
Cetera Investment Advisers Reduced -82,788-82.8k
Kestra Advisory Services, LLC Reduced -67,976-68.0k
JANE STREET GROUP, LLC Sold out -60,643-60.6k
GRIES FINANCIAL LLC Reduced -38,176-38.2k
Sigma Planning Corp Sold out -35,574-35.6k
REAP Financial Group, LLC Reduced -23,701-23.7k

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

Holders, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 REAP Financial Group, LLC 7.43% of their portfolio AUSTIN, TX 774,813774.8k $29.9m $29.9m 7.43% Reduced -23.7k -23,701
2 Bison Wealth, LLC 3.48% of their portfolio ATLANTA, GA 734,966735.0k $28.4m $28.4m 3.48% First filing
3 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 242,541242.5k $9.4m $9.4m 0.00% First filing
4 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 167,936167.9k $6.5m $6.5m 0.01% Reduced -82.8k -82,788
5 Commonwealth Financial Services, LLC 0.99% of their portfolio VIENNA, WV 130,342130.3k $5.0m $5.0m 0.99% Reduced -290 -290
6 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 126,620126.6k $4.9m $4.9m 0.01% Reduced -19.4k -19,355
7 GRIES FINANCIAL LLC 0.84% of their portfolio Cleveland, OH 121,858121.9k $4.7m $4.7m 0.84% Reduced -38.2k -38,176
8 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 119,952120.0k $4.6m $4.6m 0.00% Reduced -108.9k -108,888
9 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 107,774107.8k $4.2m $4.2m 0.01% Reduced -2.4k -2,402
10 Schulz Wealth, LTD. 3.08% of their portfolio MANSFIELD, TX 103,886103.9k $4.0m $4.0m 3.08% Unchanged
11 Americana Partners, LLC 0.16% of their portfolio Houston, TX 99,15199.2k $3.8m $3.8m 0.16% Reduced -1.6k -1,563
12 Midwest Financial Network, LLC 3.91% of their portfolio TINLEY PARK, IL 97,37597.4k $3.8m $3.8m 3.91% First filing
13 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 69,34269.3k $2.7m $2.7m 0.00% Reduced -107.0k -107,037
14 LM Advisors LLC 0.45% of their portfolio SAN DIEGO, CA 63,16563.2k $2.4m $2.4m 0.45% Reduced -1.1k -1,090
15 HBW ADVISORY SERVICES LLC 0.23% of their portfolio SIMI VALLEY, CA 58,03058.0k $2.2m $2.2m 0.23% Reduced -3.9k -3,941
16 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 50,69650.7k $2.0m $2.0m 0.01% Reduced -68.0k -67,976
17 AE Wealth Management LLC 0.02% of their portfolio TOPEKA, KS 47,93047.9k $1.9m $1.9m 0.02% Reduced -7.3k -7,344
18 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 44,70544.7k $1.7m $1.7m 0.01% Reduced -12.4k -12,436
19 LifeWealth Investments, LLC 1.07% of their portfolio WINTER GARDEN, FL 41,92141.9k $1.6m $1.6m 1.07% First filing
20 CORRADO ADVISORS, LLC 0.99% of their portfolio RAMSEY, NJ 39,32239.3k $1.5m $1.5m 0.99% Reduced -3.0k -3,007
21 Tanglewood Legacy Advisors, LLC 0.64% of their portfolio HOUSTON, TX 38,57538.6k $1.5m $1.5m 0.64% Unchanged
22 NorthCrest Asset Manangement, LLC 0.04% of their portfolio PLYMOUTH, MN 30,53030.5k $1.2m $1.2m 0.04% Reduced -603 -603
23 Mariner, LLC 0.00% of their portfolio Overland Park, KS 29,59229.6k $1.1m $1.1m 0.00% Reduced -65 -65
24 Wood Tarver Financial Group, LLC 0.36% of their portfolio BOISE, ID 28,01228.0k $1.1m $1.1m 0.36% First filing
25 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 27,96128.0k $1.1m $1.1m 0.00% Added +2.6k +2,556
26 KESTRA PRIVATE WEALTH SERVICES, LLC 0.02% of their portfolio AUSTIN, TX 27,04827.0k $1.0m $1.0m 0.02% Reduced -900 -900
27 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 26,47526.5k $1.0m $1.0m 0.01% Unchanged
28 MILESTONE ASSET MANAGEMENT, LLC 0.20% of their portfolio PITTSBURGH, PA 23,99124.0k $927.3k $927.3k 0.20% Reduced -164.7k -164,709
29 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 23,67923.7k $915.2k $915.2k 0.00% Reduced -10.9k -10,853
30 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 22,41722.4k $866.4k $866.4k 0.00% Reduced -8.0k -8,003
31 Ferguson Shapiro LLC 0.31% of their portfolio DECATUR, GA 21,40021.4k $827.1k $827.1k 0.31% Unchanged
32 Ignite Planners, LLC 0.17% of their portfolio SAN CLEMENTE, CA 20,30420.3k $785.6k $785.6k 0.17% Unchanged
33 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 18,78618.8k $726.0k $726.0k 0.00% Reduced -118 -118
34 Noble Wealth Management PBC 0.48% of their portfolio GREENWOOD VILLAGE, CO 18,02718.0k $696.7k $696.7k 0.48% First filing
35 Mutual Advisors, LLC 0.02% of their portfolio OMAHA, NE 15,66015.7k $607.9k $607.9k 0.02% Unchanged
36 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 13,89213.9k $536.9k $536.9k 0.01% Added +3.9k +3,888
37 CreativeOne Wealth, LLC 0.02% of their portfolio OVERLAND PARK, KS 13,29713.3k $513.9k $513.9k 0.02% Reduced -14.9k -14,876
38 Catalina Capital Group, LLC 0.17% of their portfolio Torrance, CA 13,11513.1k $506.9k $506.9k 0.17% Unchanged
39 FOUNDERS FINANCIAL SECURITIES LLC 0.04% of their portfolio TOWSON, MD 12,59112.6k $486.6k $486.6k 0.04% Added +3.4k +3,358
40 Capital Analysts, LLC 0.02% of their portfolio FORT WASHINGTON, PA 12,21512.2k $472.0k $472.0k 0.02% Reduced -962 -962
41 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 9,5549.6k $369.3k $369.3k 0.01% Reduced -1.9k -1,858
42 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 9,0009.0k $347.9k $347.9k 0.00% Unchanged
43 Strategic Blueprint, LLC 0.02% of their portfolio ATLANTA, GA 8,9138.9k $344.5k $344.5k 0.02% Reduced -2.2k -2,200
44 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 8,8168.8k $340.7k $340.7k 0.00% Unchanged
45 Signal Advisors Wealth, LLC 0.04% of their portfolio DETROIT, MI 8,7428.7k $337.9k $337.9k 0.04% Reduced -166 -166
46 Keystone Wealth Services, LLC 0.09% of their portfolio PALM DESERT, CA 8,6958.7k $336.1k $336.1k 0.09% Unchanged
47 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.01% of their portfolio LOS ANGELES, CA 8,2458.2k $318.7k $318.7k 0.01% Reduced -285 -285
48 FSB PREMIER WEALTH MANAGEMENT, INC. 0.13% of their portfolio WATERLOO, IA 8,1158.1k $313.6k $313.6k 0.13% Unchanged
49 BCGM Wealth Management, LLC 0.10% of their portfolio LAFAYETTE, IN 8,1008.1k $313.1k $313.1k 0.10% Reduced -8.0k -8,000
50 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 7,8937.9k $305.1k $305.1k 0.00% New
51 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 7,6947.7k $297.0k $297.0k 0.00% New
52 Triumph Capital Management 0.10% of their portfolio DENVER, CO 7,5777.6k $292.9k $292.9k 0.10% Reduced -1.4k -1,351
53 Sequent Planning LLC 0.11% of their portfolio OMAHA, NE 7,4157.4k $286.6k $286.6k 0.11% Reduced -208.7k -208,691
54 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 7,2407.2k $279.8k $279.8k 0.00% New
55 CWM, LLC 0.00% of their portfolio OMAHA, NE 6,7776.8k $262.0k $262.0k 0.00% Unchanged
56 Global Retirement Partners, LLC 0.01% of their portfolio San Rafael, CA 6,7506.8k $260.9k $260.9k 0.01% New
57 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 6,7336.7k $260.2k $260.2k 0.00% Reduced -269 -269
58 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 6,7226.7k $259.8k $259.8k 0.01% Added +1.1k +1,097
59 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 6,7086.7k $259.3k $259.3k 0.00% Reduced -20.0k -20,017
60 Avidian Wealth Enterprises, LLC 0.01% of their portfolio Houston, TX 6,3986.4k $247.3k $247.3k 0.01% Unchanged
61 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 6,3446.3k $245.2k $245.2k 0.00% Unchanged
62 Quad-Cities Investment Group, LLC 0.12% of their portfolio DAVENPORT, IA 6,2176.2k $240.3k $240.3k 0.12% Reduced -280 -280
63 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 6,0416.0k $233.5k $233.5k 0.00% Reduced -11.1k -11,096
64 Grantvest Financial Group LLC 0.24% of their portfolio MATAWAN, NJ 5,5995.6k $216.4k $216.4k 0.24% First filing
65 KRAEMATON INVESTMENT ADVISORS, INC 0.21% of their portfolio BRAINTREE, MA 5,4355.4k $210.1k $210.1k 0.21% Unchanged
66 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 5,3965.4k $208.6k $208.6k 0.00% New
67 Orion Portfolio Solutions, LLC 0.00% of their portfolio Omaha, NE 5,3965.4k $208.6k $208.6k 0.00% New
68 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 5,0405.0k $194.8k $194.8k 0.00% Added +4.8k +4,775
69 Integrity Financial Corp /WA 0.09% of their portfolio JACKSON, WY 4,2364.2k $163.7k $163.7k 0.09% Reduced -1.2k -1,194
70 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 3,0613.1k $118.3k $118.3k 0.00% Added +2.9k +2,896
71 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 3,0163.0k $116.6k $116.6k 0.00% New
72 Sunbelt Securities, Inc. 0.01% of their portfolio HOUSTON, TX 2,1432.1k $82.8k $82.8k 0.01% Unchanged
73 CREATIVE FINANCIAL DESIGNS INC /ADV 0.01% of their portfolio KOKOMO, IN 1,6541.7k $63.9k $63.9k 0.01% Reduced -86 -86
74 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 1,5601.6k $60.3k $60.3k 0.00% Reduced -12.4k -12,445
75 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 1,4001.4k $54.1k $54.1k 0.00% New
76 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 1,2761.3k $49.3k $49.3k 0.01% Unchanged
77 Archer Investment Corp 0.01% of their portfolio Carmel, IN 1,1711.2k $45.3k $45.3k 0.01% Reduced -1 -1
78 DHJJ Financial Advisors, Ltd. 0.02% of their portfolio NAPERVILLE, IL 1,0531.1k $40.7k $40.7k 0.02% Unchanged
79 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 825825 $31.9k $31.9k 0.00% Unchanged
80 Financial Network Wealth Advisors LLC 0.06% of their portfolio MURRAY, UT 804804 $31.1k $31.1k 0.06% New
81 EPG Wealth Management LLC 0.01% of their portfolio ATLANTA, GA 800800 $30.9k $30.9k 0.01% Unchanged
82 Pinnacle Bancorp, Inc. 0.01% of their portfolio BEATRICE, NE 450450 $17.4k $17.4k 0.01% Unchanged
83 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 404404 $15.6k $15.6k 0.00% Unchanged
84 Caitlin John, LLC 0.01% of their portfolio BRIGHTON, MI 339339 $13.1k $13.1k 0.01% Added +2 +2
85 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 7272 $2.8k $2.8k 0.00% New
86 FMR LLC 0.00% of their portfolio BOSTON, MA 2828 $1.1k $1.1k 0.00% New
87 LANARK FINANCIAL, INC. 0.01% of their portfolio BIRMINGHAM, AL 11 $55 $55 0.01% Reduced -1.4k -1,434
88 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Reduced -2.8k -2,772