Vault-13

FIRST TR EXCHNG TRADED FD VI GJAN

FT VEST US EQT · ETP · CUSIP 33740F516

103 institutional holders -4 vs Q2 2025
5,068,0695.1m shares reported held*
$211.0mreported value*
5 new 15 added 51 reduced 8 sold out net sold ≈ $57.3m (-1.4m 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 ≈ $41.63.

Trends to Q3 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: 107Q3 25: 103103Q1 23Q3 23Q1 24Q3 24Q1 25Q3 25
Numbers
QuarterHolders
Q1 202343
Q2 202342
Q3 202339
Q4 202348
Q1 202482
Q2 202483
Q3 202485
Q4 202488
Q1 2025105
Q2 2025107
Q3 2025103

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 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 25Q2 25: 35 bought or addedQ2 25: 42 cut or sold outQ3 25: 20 bought or addedQ3 25: 59 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20231122
Q1 20246911
Q2 20242442
Q3 20242441
Q4 20241854
Q1 20257227
Q2 20253542
Q3 20252059

Biggest buyers

Janney Montgomery Scott LLC New +265,913+265.9k
Sunbelt Securities, Inc. Added +28,790+28.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +28,074+28.1k
Cetera Investment Advisers Added +18,188+18.2k
IMC-Chicago, LLC New +16,170+16.2k
Synergy Asset Management, LLC Added +15,573+15.6k
JANE STREET GROUP, LLC Added +10,064+10.1k
OLD MISSION CAPITAL LLC Added +9,056+9.1k
Rockefeller Capital Management L.P. New +7,000+7.0k
NWF Advisory Services Inc. New +6,300+6.3k

Biggest sellers

Bison Wealth, LLC Sold out -550,716-550.7k
RAYMOND JAMES FINANCIAL INC Reduced -486,890-486.9k
Signal Advisors Wealth, LLC Reduced -127,276-127.3k
SAGESPRING WEALTH PARTNERS, LLC Sold out -122,505-122.5k
Stratos Wealth Advisors, LLC Reduced -92,702-92.7k
GRIES FINANCIAL LLC Reduced -75,876-75.9k
OSAIC HOLDINGS, INC. Reduced -63,334-63.3k
MAI Capital Management Reduced -48,180-48.2k
JPMORGAN CHASE & CO Sold out -43,691-43.7k
REAP Financial Group, LLC Reduced -39,160-39.2k

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, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 531,882531.9k $22.2m $22.2m 0.01% Reduced -486.9k -486,890
2 REAP Financial Group, LLC 4.67% of their portfolio AUSTIN, TX 515,808515.8k $21.5m $21.5m 4.67% Reduced -39.2k -39,160
3 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 382,011382.0k $15.8m $15.8m 0.02% Reduced -63.3k -63,334
4 Range Financial Group LLC 5.02% of their portfolio TIGARD, OR 333,329333.3k $13.9m $13.9m 5.02% Reduced -5.3k -5,296
5 Janney Montgomery Scott LLC 0.03% of their portfolio PHILADELPHIA, PA 265,913265.9k $11.1m $11.1m 0.03% New
6 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 233,847233.8k $9.7m $9.7m 0.01% Added +18.2k +18,188
7 First International Bank of Israel Ltd. 4.85% of their portfolio TEL AVIV, L3 205,000205.0k $8.5m $8.5m 4.85% Unchanged
8 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 153,555153.6k $6.4m $6.4m 0.00% Reduced -1.6k -1,598
9 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 141,834141.8k $5.9m $5.9m 0.01% Reduced -19.6k -19,646
10 Schulz Wealth, LTD. 3.71% of their portfolio MANSFIELD, TX 134,583134.6k $5.6m $5.6m 3.71% Reduced -1.5k -1,451
11 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 108,440108.4k $4.5m $4.5m 0.01% Reduced -3.6k -3,582
12 Commonwealth Financial Services, LLC 0.76% of their portfolio VIENNA, WV 106,783106.8k $4.4m $4.4m 0.76% Reduced -2.3k -2,299
13 Sigma Planning Corp 0.12% of their portfolio ANN ARBOR, MI 104,192104.2k $4.3m $4.3m 0.12% Reduced -557 -557
14 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 101,371101.4k $4.2m $4.2m 0.00% Reduced -1.8k -1,771
15 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 100,757100.8k $4.2m $4.2m 0.01% Reduced -18.7k -18,716
16 Anfield Capital Management, LLC 1.23% of their portfolio IRVINE, CA 100,242100.2k $4.2m $4.2m 1.23% Reduced -588 -588
17 Corus Family Wealth Advisors 2.89% of their portfolio MCKINNEY, TX 94,39594.4k $3.9m $3.9m 2.89% Reduced -2.5k -2,495
18 LifeWealth Investments, LLC 0.51% of their portfolio WINTER GARDEN, FL 79,86479.9k $3.3m $3.3m 0.51% Reduced -14 -14
19 Midwest Financial Network, LLC 2.69% of their portfolio TINLEY PARK, IL 79,43379.4k $3.3m $3.3m 2.69% Reduced -10.0k -9,976
20 Tanglewood Legacy Advisors, LLC 1.13% of their portfolio HOUSTON, TX 70,45370.5k $2.9m $2.9m 1.13% Reduced -280 -280
21 HBW ADVISORY SERVICES LLC 0.30% of their portfolio SIMI VALLEY, CA 64,95865.0k $2.7m $2.7m 0.30% Added +1.9k +1,910
22 LM Advisors LLC 0.37% of their portfolio SAN DIEGO, CA 61,98162.0k $2.6m $2.6m 0.37% Added +366 +366
23 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 61,18261.2k $2.5m $2.5m 0.01% Reduced -12.3k -12,281
24 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 45,80445.8k $1.9m $1.9m 0.00% Added +28.1k +28,074
25 Mariner, LLC 0.00% of their portfolio Overland Park, KS 41,15041.1k $1.7m $1.7m 0.00% Reduced -850 -850
26 CORRADO ADVISORS, LLC 0.85% of their portfolio RAMSEY, NJ 37,91037.9k $1.6m $1.6m 0.85% Reduced -410 -410
27 OLD MISSION CAPITAL LLC 0.05% of their portfolio CHICAGO, IL 33,80733.8k $1.4m $1.4m 0.05% Added +9.1k +9,056
28 GRIES FINANCIAL LLC 0.21% of their portfolio Cleveland, OH 32,13432.1k $1.3m $1.3m 0.21% Reduced -75.9k -75,876
29 Wood Tarver Financial Group, LLC 0.39% of their portfolio BOISE, ID 32,01132.0k $1.3m $1.3m 0.39% Reduced -949 -949
30 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 31,66031.7k $1.3m $1.3m 0.00% Reduced -1.5k -1,505
31 Sunbelt Securities, Inc. 0.09% of their portfolio HOUSTON, TX 30,93330.9k $1.3m $1.3m 0.09% Added +28.8k +28,790
32 NorthCrest Asset Manangement, LLC 0.03% of their portfolio PLYMOUTH, MN 29,71529.7k $1.2m $1.2m 0.03% Added +3.3k +3,280
33 FOUNDERS FINANCIAL SECURITIES LLC 0.08% of their portfolio TOWSON, MD 28,59728.6k $1.2m $1.2m 0.08% Added +3.5k +3,464
34 Ignite Planners, LLC 0.18% of their portfolio SAN CLEMENTE, CA 26,98427.0k $1.1m $1.1m 0.18% Unchanged
35 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 26,73226.7k $1.1m $1.1m 0.01% Reduced -300 -300
36 SYNOVUS FINANCIAL CORP 0.01% of their portfolio Columbus, GA 26,68826.7k $1.1m $1.1m 0.01% Added +2.8k +2,835
37 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 25,89825.9k $1.1m $1.1m 0.01% Reduced -1.2k -1,200
38 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 24,54124.5k $1.0m $1.0m 0.00% Unchanged
39 MILESTONE ASSET MANAGEMENT, LLC 0.18% of their portfolio PITTSBURGH, PA 23,15023.1k $964.6k $964.6k 0.18% Reduced -2.1k -2,126
40 Synergy Asset Management, LLC 0.03% of their portfolio VANCOUVER, WA 22,78322.8k $924.8k $924.8k 0.03% Added +15.6k +15,573
41 Mutual Advisors, LLC 0.02% of their portfolio OMAHA, NE 22,24122.2k $931.2k $931.2k 0.02% Unchanged
42 Ferguson Shapiro LLC 0.29% of their portfolio DECATUR, GA 21,40021.4k $891.7k $891.7k 0.29% Unchanged
43 CreativeOne Wealth, LLC 0.02% of their portfolio OVERLAND PARK, KS 20,87920.9k $870.0k $870.0k 0.02% Reduced -534 -534
44 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 20,50520.5k $854.4k $854.4k 0.00% Reduced -2.0k -1,975
45 Signal Advisors Wealth, LLC 0.08% of their portfolio DETROIT, MI 20,05020.1k $835.5k $835.5k 0.08% Reduced -127.3k -127,276
46 Triumph Capital Management 0.20% of their portfolio DENVER, CO 17,75717.8k $739.9k $739.9k 0.20% Added +569 +569
47 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 16,20316.2k $675.2k $675.2k 0.00% Added +10.1k +10,064
48 IMC-Chicago, LLC 0.01% of their portfolio CHICAGO, IL 16,17016.2k $673.8k $673.8k 0.01% New
49 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 15,31015.3k $638.0k $638.0k 0.01% Reduced -5.8k -5,800
50 Keystone Wealth Services, LLC 0.13% of their portfolio PALM DESERT, CA 14,34614.3k $597.8k $597.8k 0.13% Reduced -700 -700
51 Noble Wealth Management PBC 0.31% of their portfolio GREENWOOD VILLAGE, CO 13,82013.8k $575.9k $575.9k 0.31% First filing
52 Stratos Wealth Advisors, LLC 0.03% of their portfolio BEACHWOOD, OH 13,56913.6k $565.4k $565.4k 0.03% Reduced -92.7k -92,702
53 Catalina Capital Group, LLC 0.34% of their portfolio Torrance, CA 13,11513.1k $546.5k $546.5k 0.34% Unchanged
54 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 12,93212.9k $538.9k $538.9k 0.00% Reduced -48.2k -48,180
55 Modern Wealth Management, LLC 0.01% of their portfolio KANSAS CITY, MO 12,78512.8k $532.7k $532.7k 0.01% Unchanged
56 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 12,76412.8k $531.9k $531.9k 0.00% Unchanged
57 Capital Analysts, LLC 0.01% of their portfolio FORT WASHINGTON, PA 12,21512.2k $509.0k $509.0k 0.01% Unchanged
58 Sequent Planning LLC 0.14% of their portfolio OMAHA, NE 11,99312.0k $499.7k $499.7k 0.14% Added +3.1k +3,126
59 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 10,59310.6k $441.8k $441.8k 0.00% Reduced -3.3k -3,280
60 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.03% of their portfolio CEDAR RAPIDS, IA 10,54010.5k $439.2k $439.2k 0.03% Unchanged
61 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 10,46710.5k $436.2k $436.2k 0.01% Reduced -192 -192
62 Grantvest Financial Group LLC 0.29% of their portfolio MATAWAN, NJ 10,09310.1k $420.6k $420.6k 0.29% Reduced -1.2k -1,201
63 FSB PREMIER WEALTH MANAGEMENT, INC. 0.12% of their portfolio WATERLOO, IA 8,8498.8k $368.7k $368.7k 0.12% Unchanged
64 Harvest Investment Services, LLC 0.07% of their portfolio Oakbrook Terrace, IL 8,6168.6k $359.0k $359.0k 0.07% Reduced -5 -5
65 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.01% of their portfolio LOS ANGELES, CA 8,2458.2k $343.6k $343.6k 0.01% Unchanged
66 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 8,0968.1k $337.4k $337.4k 0.01% Added +95 +95
67 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 8,0778.1k $336.6k $336.6k 0.00% Reduced -121 -121
68 CWM, LLC 0.00% of their portfolio OMAHA, NE 7,8007.8k $325.0k $325.0k 0.00% Reduced -49 -49
69 Integrity Financial Corp /WA 0.15% of their portfolio JACKSON, WY 7,7537.8k $323.1k $323.1k 0.15% Unchanged
70 Gallagher Fiduciary Advisors, LLC 0.01% of their portfolio ROLLING MEADOWS, IL 7,5687.6k $315.4k $315.4k 0.01% Unchanged
71 BCGM Wealth Management, LLC 0.08% of their portfolio LAFAYETTE, IN 7,1077.1k $296.1k $296.1k 0.08% Reduced -993 -993
72 Jaffetilchin Investment Partners, LLC 0.02% of their portfolio TAMPA, FL 7,0607.1k $294.2k $294.2k 0.02% Reduced -2 -2
73 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 7,0007.0k $291.7k $291.7k 0.00% New
74 Global Retirement Partners, LLC 0.01% of their portfolio San Rafael, CA 6,7506.8k $281.3k $281.3k 0.01% Unchanged
75 Avidian Wealth Enterprises, LLC 0.01% of their portfolio Houston, TX 6,3986.4k $266.6k $266.6k 0.01% Unchanged
76 NWF Advisory Services Inc. 0.03% of their portfolio Los Angeles, CA 6,3006.3k $262.5k $262.5k 0.03% New
77 LVZ, Inc. 0.03% of their portfolio Holland, MI 6,1396.1k $255.8k $255.8k 0.03% Unchanged
78 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 6,0006.0k $250.0k $250.0k 0.00% Unchanged
79 Quad-Cities Investment Group, LLC 0.10% of their portfolio DAVENPORT, IA 5,7175.7k $238.2k $238.2k 0.10% Reduced -42 -42
80 Diligent Investors, LLC 0.06% of their portfolio REDLANDS, CA 5,6615.7k $235.9k $235.9k 0.06% Reduced -500 -500
81 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 5,4485.4k $227.0k $227.0k 0.00% Added +2.2k +2,224
82 McKinley Carter Wealth Services, Inc. 0.01% of their portfolio WHEELING, WV 5,3355.3k $222.3k $222.3k 0.01% Unchanged
83 Concurrent Investment Advisors, LLC 0.00% of their portfolio Tampa, FL 5,3205.3k $221.7k $221.7k 0.00% Reduced -23 -23
84 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 4,8944.9k $203.9k $203.9k 0.00% New
85 UPTICK PARTNERS, LLC 0.05% of their portfolio NACOGDOCHES, TX 4,8914.9k $203.8k $203.8k 0.05% Reduced -490 -490
86 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 4,8314.8k $201.3k $201.3k 0.00% Reduced -206 -206
87 Cornell Pochily Investment Advisors, Inc. 0.06% of their portfolio ITHACA, NY 4,8054.8k $200.2k $200.2k 0.06% Reduced -750 -750
88 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 4,3924.4k $183.0k $183.0k 0.01% Unchanged
89 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 2,7602.8k $115.0k $115.0k 0.00% Unchanged
90 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,5472.5k $106.1k $106.1k 0.00% Unchanged
91 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 1,5281.5k $63.7k $63.7k 0.00% Unchanged
92 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 1,4351.4k $59.8k $59.8k 0.00% Unchanged
93 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 1,4001.4k $58.3k $58.3k 0.00% Unchanged
94 Financial Network Wealth Advisors LLC 0.06% of their portfolio MURRAY, UT 1,3481.3k $56.2k $56.2k 0.06% Unchanged
95 DHJJ Financial Advisors, Ltd. 0.02% of their portfolio NAPERVILLE, IL 1,3081.3k $54.5k $54.5k 0.02% Unchanged
96 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,0731.1k $44.7k $44.7k 0.00% Reduced -3.4k -3,438
97 Archer Investment Corp 0.01% of their portfolio Carmel, IN 858858 $35.7k $35.7k 0.01% Reduced -12.8k -12,752
98 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 825825 $34.4k $34.4k 0.00% Unchanged
99 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 602602 $25.1k $25.1k 0.00% Reduced -5 -5
100 Pinnacle Bancorp, Inc. 0.01% of their portfolio BEATRICE, NE 450450 $18.8k $18.8k 0.01% Unchanged