Vault-13

FIRST TR EXCHNG TRADED FD VI GAUG

FT VEST US EQT · ETP · CUSIP 33740U653

79 institutional holders -1 vs Q4 2024
3,048,8553.0m shares reported held*
$105.9mreported value*
6 new 11 added 27 reduced 9 sold out net sold ≈ $22.6m (-649.1k 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 ($865.5k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $34.74.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

050100Q3 23: 30Q4 23: 44Q1 24: 46Q2 24: 53Q3 24: 78Q4 24: 80Q1 25: 7979Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202330
Q4 202344
Q1 202446
Q2 202453
Q3 202478
Q4 202480
Q1 202579

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 23: 28 bought or addedQ4 23: 8 cut or sold outQ4 23Q1 24: 18 bought or addedQ1 24: 23 cut or sold outQ1 24Q2 24: 16 bought or addedQ2 24: 21 cut or sold outQ2 24Q3 24: 60 bought or addedQ3 24: 17 cut or sold outQ3 24Q4 24: 23 bought or addedQ4 24: 27 cut or sold outQ4 24Q1 25: 17 bought or addedQ1 25: 36 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q4 2023288
Q1 20241823
Q2 20241621
Q3 20246017
Q4 20242327
Q1 20251736

Biggest buyers

ROYAL BANK OF CANADA Added +41,256+41.3k
OLD MISSION CAPITAL LLC Added +18,011+18.0k
FOUNDERS FINANCIAL SECURITIES LLC Added +14,231+14.2k
LPL Financial LLC Added +12,099+12.1k
Horizon Investments, LLC Added +10,236+10.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +8,595+8.6k
LVZ, Inc. New +8,471+8.5k
Integrity Financial Corp /WA New +7,013+7.0k
JPMORGAN CHASE & CO Added +5,923+5.9k
CreativeOne Wealth, LLC Added +1,755+1.8k

Biggest sellers

RAYMOND JAMES FINANCIAL INC Reduced -367,760-367.8k
Americana Partners, LLC Reduced -106,359-106.4k
Synergy Asset Management, LLC Reduced -82,274-82.3k
Wood Tarver Financial Group, LLC Reduced -47,585-47.6k
OSAIC HOLDINGS, INC. Reduced -27,019-27.0k
Kestra Advisory Services, LLC Reduced -22,762-22.8k
MAI Capital Management Reduced -15,477-15.5k
Anfield Capital Management, LLC Sold out -12,868-12.9k
STEPHENS INC /AR/ Reduced -11,153-11.2k
JANE STREET GROUP, LLC Sold out -10,626-10.6k

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 -1.2 pts · filed 2026-10-19 22.1% -1.2 pts 2.2m≈ $91.3m 2026-10-19

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 508,599508.6k $17.7m $17.7m 0.03% Reduced -9.6k -9,551
2 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 336,018336.0k $11.7m $11.7m 0.00% Reduced -367.8k -367,760
3 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 202,667202.7k $7.0m $7.0m 0.03% Reduced -22.8k -22,762
4 Wood Tarver Financial Group, LLC 2.21% of their portfolio BOISE, ID 195,331195.3k $6.8m $6.8m 2.21% Reduced -47.6k -47,585
5 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 191,294191.3k $6.6m $6.6m 0.00% Added +41.3k +41,256
6 INDEPENDENT FINANCIAL GROUP, LLC 0.21% of their portfolio SAN DIEGO, CA 174,323174.3k $6.1m $6.1m 0.21% Reduced -4.4k -4,357
7 Americana Partners, LLC 0.20% of their portfolio Houston, TX 145,730145.7k $5.1m $5.1m 0.20% Reduced -106.4k -106,359
8 MILESTONE ASSET MANAGEMENT, LLC 1.03% of their portfolio PITTSBURGH, PA 138,859138.9k $4.8m $4.8m 1.03% Reduced -1.4k -1,366
9 STEPHENS INC /AR/ 0.05% of their portfolio LITTLE ROCK, AR 107,536107.5k $3.7m $3.7m 0.05% Reduced -11.2k -11,153
10 CITY HOLDING CO 0.33% of their portfolio CHARLESTON, WV 67,10067.1k $2.3m $2.3m 0.33% Unchanged
11 Synergy Asset Management, LLC 0.29% of their portfolio VANCOUVER, WA 65,22565.2k $2.3m $2.3m 0.29% Reduced -82.3k -82,274
12 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 58,32358.3k $2.0m $2.0m 0.00% Reduced -27.0k -27,019
13 Tanglewood Legacy Advisors, LLC 0.87% of their portfolio HOUSTON, TX 57,18957.2k $2.0m $2.0m 0.87% Reduced -2.8k -2,835
14 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 56,24456.2k $2.0m $2.0m 0.00% Reduced -1.4k -1,418
15 OLD MISSION CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 47,50647.5k $1.7m $1.7m 0.03% Added +18.0k +18,011
16 Schulz Wealth, LTD. 1.25% of their portfolio MANSFIELD, TX 47,15747.2k $1.6m $1.6m 1.25% Unchanged
17 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 44,60344.6k $1.5m $1.5m 0.00% Added +459 +459
18 MAI Capital Management 0.01% of their portfolio INDEPENDENCE, OH 44,26544.3k $1.5m $1.5m 0.01% Reduced -15.5k -15,477
19 SILVER OAK SECURITIES, INCORPORATED 0.11% of their portfolio JACKSON, TN 35,17035.2k $1.2m $1.2m 0.11% Unchanged
20 Brookstone Capital Management 0.02% of their portfolio WHEATON, IL 33,70233.7k $1.2m $1.2m 0.02% Reduced -458 -458
21 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 32,12632.1k $1.1m $1.1m 0.00% Added +12.1k +12,099
22 Chris Bulman Inc 0.70% of their portfolio ROSEVILLE, CA 31,81431.8k $1.1m $1.1m 0.70% Reduced -1.1k -1,092
23 FOUNDERS FINANCIAL SECURITIES LLC 0.09% of their portfolio TOWSON, MD 30,55630.6k $1.1m $1.1m 0.09% Added +14.2k +14,231
24 Horizon Investments, LLC 0.02% of their portfolio Charlotte, NC 23,90723.9k $830.5k $830.5k 0.02% Added +10.2k +10,236
25 CENTAURUS FINANCIAL, INC. 0.05% of their portfolio ANAHEIM, CA 22,64822.6k $787.0k $787.0k 0.05% Unchanged
26 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 22,16622.2k $770.2k $770.2k 0.01% Unchanged
27 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 21,60921.6k $751.0k $751.0k 0.00% Reduced -1.8k -1,812
28 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.01% of their portfolio IRVING, TX 18,28518.3k $635.2k $635.2k 0.01% Unchanged
29 UPTICK PARTNERS, LLC 0.17% of their portfolio NACOGDOCHES, TX 14,30114.3k $496.9k $496.9k 0.17% Reduced -1.4k -1,435
30 TOWNSQUARE CAPITAL LLC 0.00% of their portfolio Lehi, UT 13,44913.4k $467.3k $467.3k 0.00% Reduced -93 -93
31 Darwin Wealth Management, LLC 0.16% of their portfolio TAMPA, FL 13,13513.1k $463.4k $463.4k 0.16% Unchanged
32 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 12,96313.0k $450.4k $450.4k 0.00% Reduced -108 -108
33 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 12,24912.2k $421.7k $421.7k 0.01% Unchanged
34 Grantvest Financial Group LLC 0.32% of their portfolio MATAWAN, NJ 11,24711.2k $390.8k $390.8k 0.32% Unchanged
35 Keystone Wealth Services, LLC 0.10% of their portfolio PALM DESERT, CA 10,67910.7k $371.0k $371.0k 0.10% Reduced -4.0k -4,027
36 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 10,20510.2k $354.6k $354.6k 0.01% Added +1.8k +1,755
37 IMG Wealth Management, Inc. 0.31% of their portfolio JACKSONVILLE, FL 9,96810.0k $346.3k $346.3k 0.31% Unchanged
38 Brookwood Investment Group LLC 0.06% of their portfolio PHOENIX, AZ 9,95910.0k $346.0k $346.0k 0.06% First filing
39 FSB PREMIER WEALTH MANAGEMENT, INC. 0.13% of their portfolio WATERLOO, IA 9,3199.3k $323.8k $323.8k 0.13% Unchanged
40 Mayfair Advisory Group, LLC 0.18% of their portfolio BIRMINGHAM, AL 9,1239.1k $317.0k $317.0k 0.18% Unchanged
41 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 8,8938.9k $309.0k $309.0k 0.01% Added +1.5k +1,495
42 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 8,8838.9k $308.6k $308.6k 0.00% Unchanged
43 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 8,5958.6k $298.6k $298.6k 0.00% New
44 LVZ, Inc. 0.04% of their portfolio Holland, MI 8,4718.5k $294.3k $294.3k 0.04% New
45 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 8,1758.2k $284.0k $284.0k 0.01% Unchanged
46 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 8,1718.2k $283.9k $283.9k 0.01% Reduced -15 -15
47 CROSSPOINT FINANCIAL, LLC 0.80% of their portfolio TUSTIN, CA 8,0008.0k $278.0k $278.0k 0.80% First filing
48 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.02% of their portfolio CEDAR RAPIDS, IA 7,9508.0k $276.2k $276.2k 0.02% Reduced -1.0k -1,023
49 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.05% of their portfolio BLUE BELL, PA 7,3787.4k $256.3k $256.3k 0.05% Unchanged
50 Madrona Financial Services, LLC 0.07% of their portfolio EVERETT, WA 7,3087.3k $253.9k $253.9k 0.07% Unchanged
51 Integrity Financial Corp /WA 0.14% of their portfolio JACKSON, WY 7,0137.0k $243.7k $243.7k 0.14% New
52 Prosperity Consulting Group, LLC 0.02% of their portfolio OWINGS MILLS, MD 6,7366.7k $234.0k $234.0k 0.02% Reduced -800 -800
53 WEALTHGARDEN F.S. LLC 0.22% of their portfolio EL SEGUNDO, CA 6,5066.5k $226.0k $226.0k 0.22% Unchanged
54 MACROVIEW INVESTMENT MANAGEMENT LLC 0.21% of their portfolio BETHESDA, MD 6,5006.5k $225.8k $225.8k 0.21% Unchanged
55 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 6,3276.3k $219.8k $219.8k 0.00% Unchanged
56 Diligent Investors, LLC 0.05% of their portfolio REDLANDS, CA 6,1806.2k $214.7k $214.7k 0.05% Unchanged
57 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 6,0556.1k $210.4k $210.4k 0.00% Added +5.9k +5,923
58 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 6,0006.0k $208.5k $208.5k 0.00% Reduced -6.0k -6,000
59 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 5,0765.1k $176.4k $176.4k 0.00% Reduced -369 -369
60 REAP Financial Group, LLC 0.04% of their portfolio AUSTIN, TX 4,3754.4k $152.0k $152.0k 0.04% Unchanged
61 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 4,3374.3k $150.7k $150.7k 0.00% Unchanged
62 Financial Network Wealth Advisors LLC 0.19% of their portfolio MURRAY, UT 4,1734.2k $145.0k $145.0k 0.19% Added +978 +978
63 DHJJ Financial Advisors, Ltd. 0.05% of their portfolio NAPERVILLE, IL 3,3683.4k $117.0k $117.0k 0.05% Unchanged
64 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 3,1353.1k $108.9k $108.9k 0.00% Unchanged
65 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 2,8662.9k $100.0k $100.0k 0.00% Added +585 +585
66 Archer Investment Corp 0.03% of their portfolio Carmel, IN 2,8382.8k $98.6k $98.6k 0.03% Reduced -4.4k -4,358
67 SOA Wealth Advisors, LLC. 0.01% of their portfolio NEW YORK, NY 2,0582.1k $71.5k $71.5k 0.01% Unchanged
68 Sunbelt Securities, Inc. 0.01% of their portfolio HOUSTON, TX 1,7701.8k $61.5k $61.5k 0.01% Unchanged
69 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,6521.7k $57.4k $57.4k 0.00% New
70 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 1,6491.6k $57.3k $57.3k 0.00% Unchanged
71 HAZLETT, BURT & WATSON, INC. 0.02% of their portfolio WHEELING, WV 1,3751.4k $48.0k $48.0k 0.02% Unchanged
72 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 1,1401.1k $40.2k $40.2k 0.00% Unchanged
73 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 1,1351.1k $39.4k $39.4k 0.00% Unchanged
74 CWM, LLC 0.00% of their portfolio OMAHA, NE 869869 $30.0k $30.0k 0.00% New
75 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 790790 $27.5k $27.5k 0.00% New
76 Topsail Wealth Management, LLC 0.00% of their portfolio CHARLOTTE, NC 700700 $24.3k $24.3k 0.00% Unchanged
77 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 685685 $23.8k $23.8k 0.00% Unchanged
78 NFSG Corp 0.00% of their portfolio BOCA RATON, FL 8888 $3.1k $3.1k 0.00% Unchanged
79 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Reduced -1.6k -1,558