FIRST TR EXCHNG TRADED FD VI GAUG
FT VEST US EQT · ETP · CUSIP 33740U653
44
institutional holders
+14 vs Q3 2023
2.3m
shares reported held*
$73.0mreported value*
11 new
17 added
7 reduced
1 sold out
net bought ≈ $21.4m (+676.8k 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 ≈ $31.56.
Trends to Q4 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2023 | 30 |
| Q4 2023 | 44 |
Biggest buyers
| Archer Investment Corp | Added | +245.9k |
| COMMONWEALTH EQUITY SERVICES, LLC | Added | +117.7k |
| STEPHENS INC /AR/ | Added | +78.8k |
| OSAIC HOLDINGS, INC. | Added | +76.2k |
| WORLD EQUITY GROUP, INC. | New | +47.6k |
| Kestra Advisory Services, LLC | Added | +40.0k |
| Summit Wealth Partners, LLC | New | +28.3k |
| Tanglewood Legacy Advisors, LLC | Added | +22.8k |
| MGO ONE SEVEN LLC | New | +22.4k |
| Cetera Advisor Networks LLC | Added | +21.7k |
Biggest sellers
| AlphaStar Capital Management, LLC | Sold out | -43.6k |
| Synergy Asset Management, LLC | Reduced | -39.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -12.6k |
| Mutual Advisors, LLC | Reduced | -2.0k |
| MACROVIEW INVESTMENT MANAGEMENT LLC | Reduced | -562 |
| Cetera Investment Advisers | Reduced | -520 |
| RFG Advisory, LLC | Reduced | -267 |
| Americana Partners, LLC | Reduced | -180 |
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.
| Holder | Stake |
|---|---|
| FIRST TRUST PORTFOLIOS LP 13G · institution -1.2 pts · filed 2026-10-19 | 22.1% |
Holders, Q4 2023
| Manager | Shares | Change |
|---|---|---|
| Synergy Asset Management, LLC 2.88% of their portfolio | 510.3k $16.1m | Reduced -39.5k |
| OSAIC HOLDINGS, INC. 0.01% of their portfolio | 263.3k $8.3m | Added +76.2k |
| Archer Investment Corp 2.50% of their portfolio | 246.2k $7.8m | Added +245.9k |
| INDEPENDENT FINANCIAL GROUP, LLC 0.32% of their portfolio | 187.9k $5.9m | Added +3.2k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio | 166.4k $5.3m | Added +117.7k |
| Americana Partners, LLC 0.41% of their portfolio | 137.0k $4.3m | Reduced -180 |
| Kestra Advisory Services, LLC 0.03% of their portfolio | 127.5k $4.0m | Added +40.0k |
| STEPHENS INC /AR/ 0.05% of their portfolio | 93.1k $2.9m | Added +78.8k |
| Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio | 85.1k $2.7m | Added +2.7k |
| CITY HOLDING CO 0.25% of their portfolio | 49.5k $1.6m | Added +200 |
| Cetera Advisor Networks LLC 0.01% of their portfolio | 49.4k $1.6m | Added +21.7k |
| WORLD EQUITY GROUP, INC. 0.30% of their portfolio | 47.6k $1.5m | New |
| MACROVIEW INVESTMENT MANAGEMENT LLC 1.24% of their portfolio | 32.8k $1.0m | Reduced -562 |
| Tanglewood Legacy Advisors, LLC 0.52% of their portfolio | 29.9k $944.8k | Added +22.8k |
| Summit Wealth Partners, LLC 0.21% of their portfolio | 28.3k $892.6k | New |
| MGO ONE SEVEN LLC 0.04% of their portfolio | 22.4k $705.7k | New |
| Cetera Investment Advisers 0.01% of their portfolio | 20.8k $656.5k | Reduced -520 |
| Insight Advisors, LLC/ PA 0.13% of their portfolio | 19.2k $604.8k | New |
| Darwin Wealth Management, LLC 0.15% of their portfolio | 18.0k $569.5k | Unchanged |
| HARBOUR INVESTMENTS, INC. 0.02% of their portfolio | 17.3k $547.0k | Unchanged |
| Cetera Advisors LLC 0.01% of their portfolio | 15.8k $498.3k | Added +3.2k |
| Keystone Wealth Services, LLC 0.14% of their portfolio | 13.1k $413.5k | New |
| Anfield Capital Management, LLC 0.21% of their portfolio | 12.3k $388.0k | Added +166 |
| RFG Advisory, LLC 0.02% of their portfolio | 12.2k $386.3k | Reduced -267 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 12.0k $377.5k | Reduced -12.6k |
| AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio | 10.9k $345.2k | Added +49 |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 10.5k $331.4k | New |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 10.2k $322.2k | Added +1.1k |
| UPTICK PARTNERS, LLC 0.22% of their portfolio | 8.2k $260.4k | First filing |
| Mutual Advisors, LLC 0.01% of their portfolio | 7.8k $247.7k | Reduced -2.0k |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 6.6k $207.4k | New |
| TOWNSQUARE CAPITAL LLC 0.00% of their portfolio | 6.6k $207.3k | New |
| Financial Network Wealth Advisors LLC 0.22% of their portfolio | 6.6k $207.3k | First filing |
| Schulz Wealth, LTD. 0.20% of their portfolio | 6.6k $206.9k | First filing |
| CENTAURUS FINANCIAL, INC. 0.02% of their portfolio | 6.5k $206.0k | Unchanged |
| Integrity Financial Corp /WA 0.08% of their portfolio | 3.5k $109.8k | Added +1.6k |
| HAZLETT, BURT & WATSON, INC. 0.05% of their portfolio | 2.4k $76.0k | New |
| DHJJ Financial Advisors, Ltd. 0.03% of their portfolio | 2.2k $69.4k | New |
| PRINCIPAL SECURITIES, INC. 0.00% of their portfolio | 1.9k $60.0k | First filing |
| IFP Advisors, Inc 0.00% of their portfolio | 1.6k $52.0k | Unchanged |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 1.6k $49.2k | Unchanged |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 1.1k $34.8k | Added +1.1k |
| UBS Group AG 0.00% of their portfolio | 1.1k $33.9k | Added +971 |
| Capital Investment Advisory Services, LLC 0.00% of their portfolio | 16 $505 | New |