Vault-13

FIRST TR EXCHNG TRADED FD VI GJAN

FT VEST US EQT · ETP · CUSIP 33740F516

105 institutional holders +17 vs Q4 2024
6,478,5626.5m shares reported held*
$244.0mreported value*
29 new 43 added 16 reduced 11 sold out net bought ≈ $97.2m (+2.6m 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 ≈ $37.67.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q1 23: 43Q2 23: 42Q3 23: 39Q4 23: 48Q1 24: 82Q2 24: 83Q3 24: 85Q4 24: 88Q1 25: 105105Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q1 202343
Q2 202342
Q3 202339
Q4 202348
Q1 202482
Q2 202483
Q3 202485
Q4 202488
Q1 2025105

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 outQ3 23: 10 bought or addedQ3 23: 22 cut or sold outQ3 23Q4 23: 11 bought or addedQ4 23: 22 cut or sold outQ1 24: 69 bought or addedQ1 24: 11 cut or sold outQ1 24Q2 24: 24 bought or addedQ2 24: 42 cut or sold outQ3 24: 24 bought or addedQ3 24: 41 cut or sold outQ3 24Q4 24: 18 bought or addedQ4 24: 54 cut or sold outQ1 25: 72 bought or addedQ1 25: 27 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20231622
Q3 20231022
Q4 20231122
Q1 20246911
Q2 20242442
Q3 20242441
Q4 20241854
Q1 20257227

Biggest buyers

RAYMOND JAMES FINANCIAL INC Added +812,854+812.9k
Range Financial Group LLC New +360,398+360.4k
OSAIC HOLDINGS, INC. Added +313,484+313.5k
SAGESPRING WEALTH PARTNERS, LLC New +118,878+118.9k
Sigma Planning Corp New +110,744+110.7k
Stratos Wealth Advisors, LLC New +108,358+108.4k
Anfield Capital Management, LLC New +101,341+101.3k
Corus Family Wealth Advisors New +96,890+96.9k
TRUIST FINANCIAL CORP Added +89,255+89.3k
Cambridge Investment Research Advisors, Inc. Added +77,302+77.3k

Biggest sellers

Bison Wealth, LLC Reduced -101,010-101.0k
Americana Partners, LLC Sold out -99,151-99.2k
REAP Financial Group, LLC Reduced -77,954-78.0k
AE Wealth Management LLC Reduced -38,978-39.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -23,679-23.7k
Commonwealth Financial Services, LLC Reduced -19,794-19.8k
Janney Montgomery Scott LLC Sold out -18,786-18.8k
OLD MISSION CAPITAL LLC Sold out -13,892-13.9k
Strategic Blueprint, LLC Sold out -8,913-8.9k
AMERIPRISE FINANCIAL INC Sold out -7,893-7.9k

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, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 1,055,3951.1m $39.8m $39.8m 0.01% Added +812.9k +812,854
2 REAP Financial Group, LLC 6.50% of their portfolio AUSTIN, TX 696,859696.9k $26.3m $26.3m 6.50% Reduced -78.0k -77,954
3 Bison Wealth, LLC 2.23% of their portfolio ATLANTA, GA 633,956634.0k $23.9m $23.9m 2.23% Reduced -101.0k -101,010
4 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 440,104440.1k $16.6m $16.6m 0.04% Added +313.5k +313,484
5 Range Financial Group LLC 6.03% of their portfolio TIGARD, OR 360,398360.4k $13.6m $13.6m 6.03% New
6 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 224,914224.9k $8.5m $8.5m 0.02% Added +57.0k +56,978
7 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 186,497186.5k $7.0m $7.0m 0.00% Added +66.5k +66,545
8 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 146,496146.5k $5.5m $5.5m 0.01% Added +38.7k +38,722
9 Schulz Wealth, LTD. 3.76% of their portfolio MANSFIELD, TX 130,904130.9k $4.9m $4.9m 3.76% Added +27.0k +27,018
10 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 122,007122.0k $4.6m $4.6m 0.02% Added +77.3k +77,302
11 SAGESPRING WEALTH PARTNERS, LLC 0.11% of their portfolio FRANKLIN, TN 118,878118.9k $4.5m $4.5m 0.11% New
12 GRIES FINANCIAL LLC 0.85% of their portfolio Cleveland, OH 116,088116.1k $4.4m $4.4m 0.85% Reduced -5.8k -5,770
13 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 111,672111.7k $4.2m $4.2m 0.01% Added +89.3k +89,255
14 Sigma Planning Corp 0.13% of their portfolio ANN ARBOR, MI 110,744110.7k $4.2m $4.2m 0.13% New
15 Commonwealth Financial Services, LLC 0.85% of their portfolio VIENNA, WV 110,548110.5k $4.2m $4.2m 0.85% Reduced -19.8k -19,794
16 Stratos Wealth Advisors, LLC 0.22% of their portfolio BEACHWOOD, OH 108,358108.4k $4.1m $4.1m 0.22% New
17 Anfield Capital Management, LLC 1.41% of their portfolio IRVINE, CA 101,341101.3k $3.8m $3.8m 1.41% New
18 Midwest Financial Network, LLC 3.78% of their portfolio TINLEY PARK, IL 100,359100.4k $3.8m $3.8m 3.78% Added +3.0k +2,984
19 Corus Family Wealth Advisors 2.50% of their portfolio MCKINNEY, TX 96,89096.9k $3.6m $3.6m 2.50% New
20 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 86,82486.8k $3.3m $3.3m 0.00% Added +17.5k +17,482
21 Wood Tarver Financial Group, LLC 1.02% of their portfolio BOISE, ID 83,35283.4k $3.1m $3.1m 1.02% Added +55.3k +55,340
22 LifeWealth Investments, LLC 0.66% of their portfolio WINTER GARDEN, FL 78,74678.7k $3.0m $3.0m 0.66% Added +36.8k +36,825
23 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 72,23272.2k $2.7m $2.7m 0.01% Added +44.3k +44,271
24 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 69,64869.6k $2.6m $2.6m 0.01% Added +19.0k +18,952
25 MAI Capital Management 0.02% of their portfolio INDEPENDENCE, OH 67,51067.5k $2.5m $2.5m 0.02% Added +61.2k +61,166
26 Tanglewood Legacy Advisors, LLC 1.08% of their portfolio HOUSTON, TX 65,16365.2k $2.5m $2.5m 1.08% Added +26.6k +26,588
27 LM Advisors LLC 0.42% of their portfolio SAN DIEGO, CA 61,80561.8k $2.3m $2.3m 0.42% Reduced -1.4k -1,360
28 HBW ADVISORY SERVICES LLC 0.33% of their portfolio SIMI VALLEY, CA 61,74761.7k $2.3m $2.3m 0.33% Added +3.7k +3,717
29 Signal Advisors Wealth, LLC 0.22% of their portfolio DETROIT, MI 59,00359.0k $2.2m $2.2m 0.22% Added +50.3k +50,261
30 Mariner, LLC 0.00% of their portfolio Overland Park, KS 42,10542.1k $1.6m $1.6m 0.00% Added +12.5k +12,513
31 CORRADO ADVISORS, LLC 0.98% of their portfolio RAMSEY, NJ 38,83438.8k $1.5m $1.5m 0.98% Reduced -488 -488
32 NorthCrest Asset Manangement, LLC 0.03% of their portfolio PLYMOUTH, MN 30,53030.5k $1.2m $1.2m 0.03% Unchanged
33 Sunbelt Securities, Inc. 0.10% of their portfolio HOUSTON, TX 30,41630.4k $1.1m $1.1m 0.10% Added +28.3k +28,273
34 KESTRA PRIVATE WEALTH SERVICES, LLC 0.02% of their portfolio AUSTIN, TX 27,04827.0k $1.0m $1.0m 0.02% Unchanged
35 Ignite Planners, LLC 0.20% of their portfolio SAN CLEMENTE, CA 26,98427.0k $1.0m $1.0m 0.20% Added +6.7k +6,680
36 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 26,34826.3k $992.5k $992.5k 0.01% Reduced -127 -127
37 MILESTONE ASSET MANAGEMENT, LLC 0.21% of their portfolio PITTSBURGH, PA 26,12926.1k $984.3k $984.3k 0.21% Added +2.1k +2,138
38 FOUNDERS FINANCIAL SECURITIES LLC 0.08% of their portfolio TOWSON, MD 25,59825.6k $958.4k $958.4k 0.08% Added +13.0k +13,007
39 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 24,54124.5k $924.5k $924.5k 0.00% New
40 Mutual Advisors, LLC 0.02% of their portfolio OMAHA, NE 22,24122.2k $832.4k $832.4k 0.02% Added +6.6k +6,581
41 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 21,98022.0k $828.0k $828.0k 0.00% Added +13.0k +12,980
42 CreativeOne Wealth, LLC 0.02% of their portfolio OVERLAND PARK, KS 21,62821.6k $814.7k $814.7k 0.02% Added +8.3k +8,331
43 Ferguson Shapiro LLC 0.30% of their portfolio DECATUR, GA 21,40021.4k $806.1k $806.1k 0.30% Unchanged
44 MGO ONE SEVEN LLC 0.03% of their portfolio Beachwood, OH 19,20019.2k $723.3k $723.3k 0.03% New
45 Noble Wealth Management PBC 0.46% of their portfolio GREENWOOD VILLAGE, CO 17,69417.7k $666.5k $666.5k 0.46% Reduced -333 -333
46 Keystone Wealth Services, LLC 0.15% of their portfolio PALM DESERT, CA 15,04615.0k $566.8k $566.8k 0.15% Added +6.4k +6,351
47 SYNOVUS FINANCIAL CORP 0.01% of their portfolio Columbus, GA 14,76614.8k $556.2k $556.2k 0.01% New
48 Archer Investment Corp 0.13% of their portfolio Carmel, IN 13,73013.7k $517.2k $517.2k 0.13% Added +12.6k +12,559
49 Synergy Asset Management, LLC 0.06% of their portfolio VANCOUVER, WA 13,51013.5k $508.9k $508.9k 0.06% New
50 Catalina Capital Group, LLC 0.33% of their portfolio Torrance, CA 13,11513.1k $494.0k $494.0k 0.33% Unchanged
51 Modern Wealth Management, LLC 0.02% of their portfolio KANSAS CITY, MO 12,78512.8k $481.6k $481.6k 0.02% New
52 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 12,76412.8k $480.8k $480.8k 0.01% New
53 Capital Analysts, LLC 0.02% of their portfolio FORT WASHINGTON, PA 11,89611.9k $448.0k $448.0k 0.02% Reduced -319 -319
54 Orion Portfolio Solutions, LLC 0.00% of their portfolio Omaha, NE 11,85511.9k $451.9k $451.9k 0.00% Added +6.5k +6,459
55 Grantvest Financial Group LLC 0.35% of their portfolio MATAWAN, NJ 11,29411.3k $425.4k $425.4k 0.35% Added +5.7k +5,695
56 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 10,81310.8k $407.3k $407.3k 0.01% Added +1.3k +1,259
57 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 10,59310.6k $399.0k $399.0k 0.00% Added +3.4k +3,353
58 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.03% of their portfolio CEDAR RAPIDS, IA 10,39010.4k $391.4k $391.4k 0.03% New
59 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 10,11810.1k $381.1k $381.1k 0.00% New
60 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 10,06510.1k $379.1k $379.1k 0.00% Added +1.2k +1,249
61 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 9,4429.4k $355.7k $355.7k 0.00% New
62 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 8,9529.0k $337.2k $337.2k 0.00% Reduced -39.0k -38,978
63 FSB PREMIER WEALTH MANAGEMENT, INC. 0.13% of their portfolio WATERLOO, IA 8,8498.8k $333.3k $333.3k 0.13% Added +734 +734
64 Sequent Planning LLC 0.12% of their portfolio OMAHA, NE 8,8168.8k $332.1k $332.1k 0.12% Added +1.4k +1,401
65 Harvest Investment Services, LLC 0.09% of their portfolio Oakbrook Terrace, IL 8,6168.6k $324.6k $324.6k 0.09% New
66 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.01% of their portfolio LOS ANGELES, CA 8,2458.2k $310.6k $310.6k 0.01% Unchanged
67 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 8,1088.1k $305.4k $305.4k 0.01% Added +1.4k +1,386
68 BCGM Wealth Management, LLC 0.09% of their portfolio LAFAYETTE, IN 8,1008.1k $305.1k $305.1k 0.09% Unchanged
69 CWM, LLC 0.00% of their portfolio OMAHA, NE 7,8497.8k $296.0k $296.0k 0.00% Added +1.1k +1,072
70 Jaffetilchin Investment Partners, LLC 0.02% of their portfolio TAMPA, FL 7,0627.1k $266.0k $266.0k 0.02% New
71 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 6,4596.5k $243.3k $243.3k 0.00% Added +1.1k +1,063
72 Avidian Wealth Enterprises, LLC 0.01% of their portfolio Houston, TX 6,3986.4k $241.0k $241.0k 0.01% Unchanged
73 Integrity Financial Corp /WA 0.14% of their portfolio JACKSON, WY 6,3586.4k $239.5k $239.5k 0.14% Added +2.1k +2,122
74 Gallagher Fiduciary Advisors, LLC 0.01% of their portfolio ROLLING MEADOWS, IL 6,2776.3k $236.5k $236.5k 0.01% New
75 LVZ, Inc. 0.03% of their portfolio Holland, MI 6,1746.2k $232.6k $232.6k 0.03% New
76 Quad-Cities Investment Group, LLC 0.11% of their portfolio DAVENPORT, IA 6,1666.2k $232.3k $232.3k 0.11% Reduced -51 -51
77 Diligent Investors, LLC 0.06% of their portfolio REDLANDS, CA 6,1616.2k $232.1k $232.1k 0.06% New
78 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 6,0416.0k $227.6k $227.6k 0.00% Unchanged
79 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 6,0006.0k $226.0k $226.0k 0.00% Reduced -708 -708
80 Cornell Pochily Investment Advisors, Inc. 0.07% of their portfolio ITHACA, NY 5,5555.6k $209.3k $209.3k 0.07% New
81 KRAEMATON INVESTMENT ADVISORS, INC 0.21% of their portfolio BRAINTREE, MA 5,4355.4k $204.7k $204.7k 0.21% Unchanged
82 Bouchey Financial Group, Ltd. 0.02% of their portfolio TROY, NY 5,4075.4k $203.7k $203.7k 0.02% New
83 UPTICK PARTNERS, LLC 0.07% of their portfolio NACOGDOCHES, TX 5,3815.4k $202.7k $202.7k 0.07% New
84 Concurrent Investment Advisors, LLC 0.00% of their portfolio Tampa, FL 5,3435.3k $201.3k $201.3k 0.00% New
85 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 4,3924.4k $165.0k $165.0k 0.01% New
86 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 3,0753.1k $115.8k $115.8k 0.00% Added +59 +59
87 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,5472.5k $95.9k $95.9k 0.00% Reduced -514 -514
88 UBS Group AG 0.00% of their portfolio ZURICH, V8 2,2562.3k $85.0k $85.0k 0.00% New
89 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 2,0132.0k $75.9k $75.9k 0.00% New
90 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 1,5791.6k $59.5k $59.5k 0.00% Reduced -75 -75
91 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 1,5601.6k $60.3k $60.3k 0.00% Unchanged
92 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 1,4351.4k $54.0k $54.0k 0.00% Added +1.4k +1,434
93 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 1,4001.4k $52.7k $52.7k 0.00% Unchanged
94 Financial Network Wealth Advisors LLC 0.07% of their portfolio MURRAY, UT 1,3481.3k $50.8k $50.8k 0.07% Added +544 +544
95 DHJJ Financial Advisors, Ltd. 0.02% of their portfolio NAPERVILLE, IL 1,3081.3k $49.3k $49.3k 0.02% Added +255 +255
96 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 1,2271.2k $46.2k $46.2k 0.00% Reduced -49 -49
97 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 825825 $31.1k $31.1k 0.00% Unchanged
98 EPG Wealth Management LLC 0.01% of their portfolio ATLANTA, GA 800800 $30.1k $30.1k 0.01% Unchanged
99 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 660660 $24.9k $24.9k 0.00% New
100 Pinnacle Bancorp, Inc. 0.01% of their portfolio BEATRICE, NE 450450 $17.0k $17.0k 0.01% Unchanged