Vault-13

FIRST TR EXCHNG TRADED FD VI GJAN

FT VEST US EQT · ETP · CUSIP 33740F516

107 institutional holders +2 vs Q1 2025
6,557,4226.6m shares reported held*
$262.1mreported value*
8 new 27 added 36 reduced 6 sold out net sold ≈ $4.1m (-103.3k 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 ≈ $39.97.

Trends to Q2 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: 105Q2 25: 107107Q1 23Q3 23Q1 24Q3 24Q1 25Q2 25
Numbers
QuarterHolders
Q1 202343
Q2 202342
Q3 202339
Q4 202348
Q1 202482
Q2 202483
Q3 202485
Q4 202488
Q1 2025105
Q2 2025107

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 24Q1 25: 72 bought or addedQ1 25: 27 cut or sold outQ2 25: 35 bought or addedQ2 25: 42 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20231022
Q4 20231122
Q1 20246911
Q2 20242442
Q3 20242441
Q4 20241854
Q1 20257227
Q2 20253542

Biggest buyers

Foguth Wealth Management, LLC. New +128,794+128.8k
Signal Advisors Wealth, LLC Added +88,323+88.3k
JPMORGAN CHASE & CO Added +41,678+41.7k
OLD MISSION CAPITAL LLC New +24,751+24.8k
GOLDMAN SACHS GROUP INC New +21,350+21.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +17,730+17.7k
Triumph Capital Management New +17,188+17.2k
LPL Financial LLC Added +16,318+16.3k
COMMONWEALTH EQUITY SERVICES, LLC Added +14,984+15.0k
SYNOVUS FINANCIAL CORP Added +9,087+9.1k

Biggest sellers

REAP Financial Group, LLC Reduced -141,891-141.9k
Bison Wealth, LLC Reduced -83,240-83.2k
Wood Tarver Financial Group, LLC Reduced -50,392-50.4k
MML INVESTORS SERVICES, LLC Reduced -39,067-39.1k
RAYMOND JAMES FINANCIAL INC Reduced -36,623-36.6k
ENVESTNET ASSET MANAGEMENT INC Reduced -31,344-31.3k
Sunbelt Securities, Inc. Reduced -28,273-28.3k
Range Financial Group LLC Reduced -21,773-21.8k
Midwest Financial Network, LLC Reduced -10,950-10.9k
Atria Wealth Solutions, Inc. Sold out -10,065-10.1k

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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 1,018,7721.0m $40.7m $40.7m 0.01% Reduced -36.6k -36,623
2 REAP Financial Group, LLC 5.21% of their portfolio AUSTIN, TX 554,968555.0k $22.2m $22.2m 5.21% Reduced -141.9k -141,891
3 Bison Wealth, LLC 1.74% of their portfolio ATLANTA, GA 550,716550.7k $22.0m $22.0m 1.74% Reduced -83.2k -83,240
4 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 445,345445.3k $17.8m $17.8m 0.03% Added +5.2k +5,241
5 Range Financial Group LLC 5.32% of their portfolio TIGARD, OR 338,625338.6k $13.5m $13.5m 5.32% Reduced -21.8k -21,773
6 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 215,659215.7k $8.6m $8.6m 0.01% Reduced -9.3k -9,255
7 First International Bank of Israel Ltd. 4.83% of their portfolio TEL AVIV, L3 205,000205.0k $8.2m $8.2m 4.83% First filing
8 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 161,480161.5k $6.5m $6.5m 0.01% Added +15.0k +14,984
9 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 155,153155.2k $6.2m $6.2m 0.00% Reduced -31.3k -31,344
10 Signal Advisors Wealth, LLC 0.46% of their portfolio DETROIT, MI 147,326147.3k $5.9m $5.9m 0.46% Added +88.3k +88,323
11 Schulz Wealth, LTD. 4.06% of their portfolio MANSFIELD, TX 136,034136.0k $5.4m $5.4m 4.06% Added +5.1k +5,130
12 Foguth Wealth Management, LLC. 1.10% of their portfolio BRIGHTON, MI 128,794128.8k $5.1m $5.1m 1.10% New
13 SAGESPRING WEALTH PARTNERS, LLC 0.11% of their portfolio FRANKLIN, TN 122,505122.5k $4.9m $4.9m 0.11% Added +3.6k +3,627
14 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 119,473119.5k $4.8m $4.8m 0.01% Reduced -2.5k -2,534
15 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 112,022112.0k $4.5m $4.5m 0.01% Added +350 +350
16 Commonwealth Financial Services, LLC 0.84% of their portfolio VIENNA, WV 109,082109.1k $4.4m $4.4m 0.84% Reduced -1.5k -1,466
17 GRIES FINANCIAL LLC 0.79% of their portfolio Cleveland, OH 108,010108.0k $4.3m $4.3m 0.79% Reduced -8.1k -8,078
18 Stratos Wealth Advisors, LLC 0.22% of their portfolio BEACHWOOD, OH 106,271106.3k $4.2m $4.2m 0.22% Reduced -2.1k -2,087
19 Sigma Planning Corp 0.13% of their portfolio ANN ARBOR, MI 104,749104.7k $4.2m $4.2m 0.13% Reduced -6.0k -5,995
20 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 103,142103.1k $4.1m $4.1m 0.00% Added +16.3k +16,318
21 Anfield Capital Management, LLC 1.33% of their portfolio IRVINE, CA 100,830100.8k $4.0m $4.0m 1.33% Reduced -511 -511
22 Corus Family Wealth Advisors 2.74% of their portfolio MCKINNEY, TX 96,89096.9k $3.9m $3.9m 2.74% Unchanged
23 Midwest Financial Network, LLC 3.55% of their portfolio TINLEY PARK, IL 89,40989.4k $3.6m $3.6m 3.55% Reduced -10.9k -10,950
24 LifeWealth Investments, LLC 0.55% of their portfolio WINTER GARDEN, FL 79,87879.9k $3.2m $3.2m 0.55% Added +1.1k +1,132
25 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 73,46373.5k $2.9m $2.9m 0.01% Added +3.8k +3,815
26 Tanglewood Legacy Advisors, LLC 1.16% of their portfolio HOUSTON, TX 70,73370.7k $2.8m $2.8m 1.16% Added +5.6k +5,570
27 HBW ADVISORY SERVICES LLC 0.31% of their portfolio SIMI VALLEY, CA 63,04863.0k $2.5m $2.5m 0.31% Added +1.3k +1,301
28 LM Advisors LLC 0.32% of their portfolio SAN DIEGO, CA 61,61561.6k $2.5m $2.5m 0.32% Reduced -190 -190
29 MAI Capital Management 0.02% of their portfolio INDEPENDENCE, OH 61,11261.1k $2.4m $2.4m 0.02% Reduced -6.4k -6,398
30 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 43,69143.7k $1.7m $1.7m 0.00% Added +41.7k +41,678
31 Mariner, LLC 0.00% of their portfolio Overland Park, KS 42,00042.0k $1.7m $1.7m 0.00% Reduced -105 -105
32 CORRADO ADVISORS, LLC 0.94% of their portfolio RAMSEY, NJ 38,32038.3k $1.5m $1.5m 0.94% Reduced -514 -514
33 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 33,16533.2k $1.3m $1.3m 0.00% Reduced -39.1k -39,067
34 Wood Tarver Financial Group, LLC 0.40% of their portfolio BOISE, ID 32,96033.0k $1.3m $1.3m 0.40% Reduced -50.4k -50,392
35 KESTRA PRIVATE WEALTH SERVICES, LLC 0.02% of their portfolio AUSTIN, TX 27,09827.1k $1.1m $1.1m 0.02% Added +50 +50
36 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 27,03227.0k $1.1m $1.1m 0.01% Added +684 +684
37 Ignite Planners, LLC 0.19% of their portfolio SAN CLEMENTE, CA 26,98427.0k $1.1m $1.1m 0.19% Unchanged
38 NorthCrest Asset Manangement, LLC 0.03% of their portfolio PLYMOUTH, MN 26,43526.4k $1.1m $1.1m 0.03% Reduced -4.1k -4,095
39 MILESTONE ASSET MANAGEMENT, LLC 0.21% of their portfolio PITTSBURGH, PA 25,27625.3k $1.0m $1.0m 0.21% Reduced -853 -853
40 FOUNDERS FINANCIAL SECURITIES LLC 0.08% of their portfolio TOWSON, MD 25,13325.1k $1.0m $1.0m 0.08% Reduced -465 -465
41 OLD MISSION CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 24,75124.8k $989.3k $989.3k 0.03% New
42 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 24,54124.5k $980.9k $980.9k 0.00% Unchanged
43 SYNOVUS FINANCIAL CORP 0.01% of their portfolio Columbus, GA 23,85323.9k $953.4k $953.4k 0.01% Added +9.1k +9,087
44 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 22,48022.5k $898.5k $898.5k 0.00% Added +500 +500
45 Mutual Advisors, LLC 0.02% of their portfolio OMAHA, NE 22,24122.2k $903.4k $903.4k 0.02% Unchanged
46 CreativeOne Wealth, LLC 0.02% of their portfolio OVERLAND PARK, KS 21,41321.4k $855.8k $855.8k 0.02% Reduced -215 -215
47 Ferguson Shapiro LLC 0.29% of their portfolio DECATUR, GA 21,40021.4k $855.3k $855.3k 0.29% Unchanged
48 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 21,35021.4k $853.3k $853.3k 0.00% New
49 MGO ONE SEVEN LLC 0.03% of their portfolio Beachwood, OH 21,11021.1k $843.7k $843.7k 0.03% Added +1.9k +1,910
50 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 17,73017.7k $708.6k $708.6k 0.00% New
51 Triumph Capital Management 0.21% of their portfolio DENVER, CO 17,18817.2k $687.0k $687.0k 0.21% New
52 Keystone Wealth Services, LLC 0.15% of their portfolio PALM DESERT, CA 15,04615.0k $601.4k $601.4k 0.15% Unchanged
53 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 13,87313.9k $557.9k $557.9k 0.00% Added +3.3k +3,280
54 Archer Investment Corp 0.13% of their portfolio Carmel, IN 13,61013.6k $544.0k $544.0k 0.13% Reduced -120 -120
55 Catalina Capital Group, LLC 0.35% of their portfolio Torrance, CA 13,11513.1k $524.2k $524.2k 0.35% Unchanged
56 Modern Wealth Management, LLC 0.01% of their portfolio KANSAS CITY, MO 12,78512.8k $511.0k $511.0k 0.01% Unchanged
57 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 12,76412.8k $510.2k $510.2k 0.01% Unchanged
58 Capital Analysts, LLC 0.02% of their portfolio FORT WASHINGTON, PA 12,21512.2k $488.0k $488.0k 0.02% Added +319 +319
59 Grantvest Financial Group LLC 0.34% of their portfolio MATAWAN, NJ 11,29411.3k $451.4k $451.4k 0.34% Unchanged
60 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 10,65910.7k $426.0k $426.0k 0.01% Reduced -154 -154
61 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.03% of their portfolio CEDAR RAPIDS, IA 10,54010.5k $421.3k $421.3k 0.03% Added +150 +150
62 Sequent Planning LLC 0.11% of their portfolio OMAHA, NE 8,8678.9k $354.4k $354.4k 0.11% Added +51 +51
63 FSB PREMIER WEALTH MANAGEMENT, INC. 0.13% of their portfolio WATERLOO, IA 8,8498.8k $353.7k $353.7k 0.13% Unchanged
64 Harvest Investment Services, LLC 0.08% of their portfolio Oakbrook Terrace, IL 8,6218.6k $344.6k $344.6k 0.08% Added +5 +5
65 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.01% of their portfolio LOS ANGELES, CA 8,2458.2k $329.5k $329.5k 0.01% Unchanged
66 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 8,1988.2k $327.7k $327.7k 0.00% Reduced -754 -754
67 BCGM Wealth Management, LLC 0.09% of their portfolio LAFAYETTE, IN 8,1008.1k $323.7k $323.7k 0.09% Unchanged
68 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 8,0018.0k $319.8k $319.8k 0.01% Reduced -107 -107
69 CWM, LLC 0.00% of their portfolio OMAHA, NE 7,8497.8k $314.0k $314.0k 0.00% Unchanged
70 Integrity Financial Corp /WA 0.16% of their portfolio JACKSON, WY 7,7537.8k $309.9k $309.9k 0.16% Added +1.4k +1,395
71 Gallagher Fiduciary Advisors, LLC 0.01% of their portfolio ROLLING MEADOWS, IL 7,5687.6k $302.5k $302.5k 0.01% Added +1.3k +1,291
72 Synergy Asset Management, LLC 0.03% of their portfolio VANCOUVER, WA 7,2107.2k $288.2k $288.2k 0.03% Reduced -6.3k -6,300
73 Jaffetilchin Investment Partners, LLC 0.02% of their portfolio TAMPA, FL 7,0627.1k $282.3k $282.3k 0.02% Unchanged
74 Global Retirement Partners, LLC 0.01% of their portfolio San Rafael, CA 6,7506.8k $269.8k $269.8k 0.01% First filing
75 Avidian Wealth Enterprises, LLC 0.01% of their portfolio Houston, TX 6,3986.4k $255.7k $255.7k 0.01% Unchanged
76 Diligent Investors, LLC 0.06% of their portfolio REDLANDS, CA 6,1616.2k $246.2k $246.2k 0.06% Unchanged
77 LVZ, Inc. 0.03% of their portfolio Holland, MI 6,1396.1k $245.4k $245.4k 0.03% Reduced -35 -35
78 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 6,1396.1k $245.4k $245.4k 0.00% Reduced -4.0k -3,979
79 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 6,0006.0k $243.2k $243.2k 0.00% Unchanged
80 Quad-Cities Investment Group, LLC 0.10% of their portfolio DAVENPORT, IA 5,7595.8k $230.2k $230.2k 0.10% Reduced -407 -407
81 Cornell Pochily Investment Advisors, Inc. 0.07% of their portfolio ITHACA, NY 5,5555.6k $222.0k $222.0k 0.07% Unchanged
82 KRAEMATON INVESTMENT ADVISORS, INC 0.20% of their portfolio BRAINTREE, MA 5,4355.4k $217.2k $217.2k 0.20% Unchanged
83 UPTICK PARTNERS, LLC 0.06% of their portfolio NACOGDOCHES, TX 5,3815.4k $215.1k $215.1k 0.06% Unchanged
84 Concurrent Investment Advisors, LLC 0.00% of their portfolio Tampa, FL 5,3435.3k $213.6k $213.6k 0.00% Unchanged
85 McKinley Carter Wealth Services, Inc. 0.01% of their portfolio WHEELING, WV 5,3355.3k $213.2k $213.2k 0.01% New
86 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 5,0375.0k $201.3k $201.3k 0.00% Added +5.0k +4,984
87 UBS Group AG 0.00% of their portfolio ZURICH, V8 4,5114.5k $180.3k $180.3k 0.00% Added +2.3k +2,255
88 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 4,3924.4k $176.0k $176.0k 0.01% Unchanged
89 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 3,2243.2k $128.0k $128.0k 0.00% New
90 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 2,7602.8k $110.3k $110.3k 0.00% Added +1.2k +1,200
91 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,5472.5k $101.8k $101.8k 0.00% Unchanged
92 Ameritas Advisory Services, LLC 0.01% of their portfolio Lincoln, NE 2,4342.4k $97.3k $97.3k 0.01% New
93 Sunbelt Securities, Inc. 0.01% of their portfolio HOUSTON, TX 2,1432.1k $82.8k $82.8k 0.01% Reduced -28.3k -28,273
94 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 1,5281.5k $61.1k $61.1k 0.00% Reduced -51 -51
95 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 1,4351.4k $57.0k $57.0k 0.00% Unchanged
96 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 1,4001.4k $56.0k $56.0k 0.00% Unchanged
97 Financial Network Wealth Advisors LLC 0.07% of their portfolio MURRAY, UT 1,3481.3k $53.9k $53.9k 0.07% Unchanged
98 DHJJ Financial Advisors, Ltd. 0.02% of their portfolio NAPERVILLE, IL 1,3081.3k $52.3k $52.3k 0.02% Unchanged
99 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 1,0501.1k $42.0k $42.0k 0.00% Reduced -2.0k -2,025
100 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 963963 $38.5k $38.5k 0.00% Reduced -264 -264