Vault-13

FIRST TR EXCHNG TRADED FD VI GAUG

FT VEST US EQT · ETP · CUSIP 33740U653

78 institutional holders -1 vs Q1 2025
4,274,4874.3m shares reported held*
$158.1mreported value*
9 new 16 added 22 reduced 10 sold out net bought ≈ $44.4m (+1.2m 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 ≈ $37.00.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100Q3 23: 30Q4 23: 44Q1 24: 46Q2 24: 53Q3 24: 78Q4 24: 80Q1 25: 79Q2 25: 7878Q3 23Q1 24Q3 24Q1 25Q2 25
Numbers
QuarterHolders
Q3 202330
Q4 202344
Q1 202446
Q2 202453
Q3 202478
Q4 202480
Q1 202579
Q2 202578

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 outQ2 24: 16 bought or addedQ2 24: 21 cut or sold outQ2 24Q3 24: 60 bought or addedQ3 24: 17 cut or sold outQ4 24: 23 bought or addedQ4 24: 27 cut or sold outQ4 24Q1 25: 17 bought or addedQ1 25: 36 cut or sold outQ2 25: 25 bought or addedQ2 25: 32 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q4 2023288
Q1 20241823
Q2 20241621
Q3 20246017
Q4 20242327
Q1 20251736
Q2 20252532

Biggest buyers

OSAIC HOLDINGS, INC. Added +1,136,445+1.1m
WealthPlan Investment Management, LLC New +241,119+241.1k
ROYAL BANK OF CANADA Added +152,332+152.3k
Synergy Asset Management, LLC Added +134,047+134.0k
WealthPLAN Partners, LLC New +65,480+65.5k
UBS Group AG Added +28,779+28.8k
LPL Financial LLC Added +20,480+20.5k
Brookwood Investment Group LLC Added +20,296+20.3k
Anfield Capital Management, LLC New +12,868+12.9k
Bouchey Financial Group, Ltd. New +10,733+10.7k

Biggest sellers

Wood Tarver Financial Group, LLC Reduced -185,000-185.0k
STEPHENS INC /AR/ Sold out -107,536-107.5k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -98,449-98.4k
INDEPENDENT FINANCIAL GROUP, LLC Reduced -81,962-82.0k
OLD MISSION CAPITAL LLC Sold out -47,506-47.5k
RAYMOND JAMES FINANCIAL INC Reduced -32,856-32.9k
FOUNDERS FINANCIAL SECURITIES LLC Sold out -30,556-30.6k
Kestra Advisory Services, LLC Reduced -20,144-20.1k
TOWNSQUARE CAPITAL LLC Sold out -13,449-13.4k
Americana Partners, LLC Reduced -9,655-9.7k

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, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OSAIC HOLDINGS, INC. 0.08% of their portfolio SCOTTSDALE, AZ 1,194,7681.2m $44.2m $44.2m 0.08% Added +1.1m +1,136,445
2 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 410,150410.1k $15.2m $15.2m 0.02% Reduced -98.4k -98,449
3 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 343,626343.6k $12.7m $12.7m 0.00% Added +152.3k +152,332
4 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 303,162303.2k $11.2m $11.2m 0.00% Reduced -32.9k -32,856
5 WealthPlan Investment Management, LLC 0.65% of their portfolio OMAHA, NE 241,119241.1k $8.9m $8.9m 0.65% New
6 Synergy Asset Management, LLC 0.84% of their portfolio VANCOUVER, WA 199,272199.3k $7.4m $7.4m 0.84% Added +134.0k +134,047
7 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 182,523182.5k $6.8m $6.8m 0.03% Reduced -20.1k -20,144
8 MILESTONE ASSET MANAGEMENT, LLC 1.11% of their portfolio PITTSBURGH, PA 141,703141.7k $5.2m $5.2m 1.11% Added +2.8k +2,844
9 Americana Partners, LLC 0.17% of their portfolio Houston, TX 136,075136.1k $5.0m $5.0m 0.17% Reduced -9.7k -9,655
10 INDEPENDENT FINANCIAL GROUP, LLC 0.09% of their portfolio SAN DIEGO, CA 92,36192.4k $3.4m $3.4m 0.09% Reduced -82.0k -81,962
11 CITY HOLDING CO 0.32% of their portfolio CHARLESTON, WV 67,10067.1k $2.5m $2.5m 0.32% Unchanged
12 WealthPLAN Partners, LLC 0.39% of their portfolio OMAHA, NE 65,48065.5k $2.4m $2.4m 0.39% New
13 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 63,05163.1k $2.3m $2.3m 0.00% Added +6.8k +6,807
14 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 52,60652.6k $1.9m $1.9m 0.00% Added +20.5k +20,480
15 Tanglewood Legacy Advisors, LLC 0.78% of their portfolio HOUSTON, TX 51,64451.6k $1.9m $1.9m 0.78% Reduced -5.5k -5,545
16 Schulz Wealth, LTD. 1.27% of their portfolio MANSFIELD, TX 45,83345.8k $1.7m $1.7m 1.27% Reduced -1.3k -1,324
17 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 45,59645.6k $1.7m $1.7m 0.00% Added +993 +993
18 Brookstone Capital Management 0.02% of their portfolio WHEATON, IL 43,36243.4k $1.6m $1.6m 0.02% Added +9.7k +9,660
19 MAI Capital Management 0.01% of their portfolio INDEPENDENCE, OH 42,14542.1k $1.6m $1.6m 0.01% Reduced -2.1k -2,120
20 Chris Bulman Inc 0.89% of their portfolio ROSEVILLE, CA 41,98942.0k $1.6m $1.6m 0.89% Added +10.2k +10,175
21 SILVER OAK SECURITIES, INCORPORATED 0.11% of their portfolio JACKSON, TN 35,17035.2k $1.3m $1.3m 0.11% Unchanged
22 UBS Group AG 0.00% of their portfolio ZURICH, V8 30,43130.4k $1.1m $1.1m 0.00% Added +28.8k +28,779
23 Brookwood Investment Group LLC 0.18% of their portfolio PHOENIX, AZ 30,25530.3k $1.1m $1.1m 0.18% Added +20.3k +20,296
24 Horizon Investments, LLC 0.02% of their portfolio Charlotte, NC 27,08327.1k $1.0m $1.0m 0.02% Added +3.2k +3,176
25 CENTAURUS FINANCIAL, INC. 0.05% of their portfolio ANAHEIM, CA 22,64822.6k $838.0k $838.0k 0.05% Unchanged
26 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 22,16622.2k $820.0k $820.0k 0.01% Unchanged
27 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.01% of their portfolio IRVING, TX 18,28518.3k $676.4k $676.4k 0.01% Unchanged
28 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 16,99617.0k $629.0k $629.0k 0.00% Reduced -4.6k -4,613
29 UPTICK PARTNERS, LLC 0.17% of their portfolio NACOGDOCHES, TX 15,80115.8k $584.6k $584.6k 0.17% Added +1.5k +1,500
30 Darwin Wealth Management, LLC 0.17% of their portfolio TAMPA, FL 13,13013.1k $485.7k $485.7k 0.17% Reduced -5 -5
31 Anfield Capital Management, LLC 0.16% of their portfolio IRVINE, CA 12,86812.9k $476.1k $476.1k 0.16% New
32 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 12,76112.8k $472.1k $472.1k 0.00% Reduced -202 -202
33 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 12,24912.2k $460.4k $460.4k 0.01% Unchanged
34 Grantvest Financial Group LLC 0.31% of their portfolio MATAWAN, NJ 11,24711.2k $416.1k $416.1k 0.31% Unchanged
35 Bouchey Financial Group, Ltd. 0.03% of their portfolio TROY, NY 10,73310.7k $397.1k $397.1k 0.03% New
36 Keystone Wealth Services, LLC 0.09% of their portfolio PALM DESERT, CA 10,57910.6k $391.4k $391.4k 0.09% Reduced -100 -100
37 Wood Tarver Financial Group, LLC 0.11% of their portfolio BOISE, ID 10,33110.3k $382.0k $382.0k 0.11% Reduced -185.0k -185,000
38 LVZ, Inc. 0.04% of their portfolio Holland, MI 10,08310.1k $373.0k $373.0k 0.04% Added +1.6k +1,612
39 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 10,02310.0k $370.8k $370.8k 0.00% New
40 IMG Wealth Management, Inc. 0.29% of their portfolio JACKSONVILLE, FL 9,96810.0k $368.8k $368.8k 0.29% Unchanged
41 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 9,6729.7k $357.8k $357.8k 0.01% Reduced -533 -533
42 FSB PREMIER WEALTH MANAGEMENT, INC. 0.12% of their portfolio WATERLOO, IA 9,3199.3k $344.8k $344.8k 0.12% Unchanged
43 Mayfair Advisory Group, LLC 0.16% of their portfolio BIRMINGHAM, AL 9,1239.1k $344.7k $344.7k 0.16% Unchanged
44 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 8,7948.8k $325.3k $325.3k 0.01% Reduced -99 -99
45 Integrity Financial Corp /WA 0.16% of their portfolio JACKSON, WY 8,5408.5k $315.9k $315.9k 0.16% Added +1.5k +1,527
46 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 8,1758.2k $302.4k $302.4k 0.01% Unchanged
47 CROSSPOINT FINANCIAL, LLC 0.79% of their portfolio TUSTIN, CA 8,0008.0k $296.0k $296.0k 0.79% Unchanged
48 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.02% of their portfolio CEDAR RAPIDS, IA 7,3657.4k $272.5k $272.5k 0.02% Reduced -585 -585
49 Madrona Financial Services, LLC 0.06% of their portfolio EVERETT, WA 7,3087.3k $270.4k $270.4k 0.06% Unchanged
50 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 7,2777.3k $269.0k $269.0k 0.00% New
51 NorthCrest Asset Manangement, LLC 0.01% of their portfolio PLYMOUTH, MN 7,1067.1k $263.8k $263.8k 0.01% New
52 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.04% of their portfolio BLUE BELL, PA 7,0457.0k $260.6k $260.6k 0.04% Reduced -333 -333
53 Prosperity Consulting Group, LLC 0.02% of their portfolio OWINGS MILLS, MD 6,7366.7k $249.2k $249.2k 0.02% Unchanged
54 Diligent Investors, LLC 0.05% of their portfolio REDLANDS, CA 6,1806.2k $228.6k $228.6k 0.05% Unchanged
55 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 6,0006.0k $222.0k $222.0k 0.00% Unchanged
56 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 5,1715.2k $191.3k $191.3k 0.00% Reduced -3.0k -3,000
57 REAP Financial Group, LLC 0.04% of their portfolio AUSTIN, TX 4,3754.4k $161.9k $161.9k 0.04% Unchanged
58 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 4,3374.3k $160.4k $160.4k 0.00% Unchanged
59 Financial Network Wealth Advisors LLC 0.19% of their portfolio MURRAY, UT 4,1734.2k $154.4k $154.4k 0.19% Unchanged
60 DHJJ Financial Advisors, Ltd. 0.04% of their portfolio NAPERVILLE, IL 3,3683.4k $124.6k $124.6k 0.04% Unchanged
61 Archer Investment Corp 0.03% of their portfolio Carmel, IN 3,1523.2k $116.6k $116.6k 0.03% Added +314 +314
62 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 3,1353.1k $116.0k $116.0k 0.00% Unchanged
63 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 3,0603.1k $113.2k $113.2k 0.00% Reduced -2.0k -2,016
64 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,9302.9k $108.4k $108.4k 0.00% New
65 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 2,8662.9k $106.0k $106.0k 0.00% Unchanged
66 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 2,5902.6k $95.8k $95.8k 0.00% Reduced -3.5k -3,465
67 SOA Wealth Advisors, LLC. 0.01% of their portfolio NEW YORK, NY 2,0582.1k $76.1k $76.1k 0.01% Unchanged
68 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 1,7961.8k $66.4k $66.4k 0.00% New
69 Sunbelt Securities, Inc. 0.01% of their portfolio HOUSTON, TX 1,7701.8k $62.4k $62.4k 0.01% Unchanged
70 HAZLETT, BURT & WATSON, INC. 0.02% of their portfolio WHEELING, WV 1,3751.4k $51.0k $51.0k 0.02% Unchanged
71 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 1,1401.1k $42.2k $42.2k 0.00% Unchanged
72 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 1,1351.1k $42.0k $42.0k 0.00% Unchanged
73 CWM, LLC 0.00% of their portfolio OMAHA, NE 869869 $32.0k $32.0k 0.00% Unchanged
74 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 708708 $26.2k $26.2k 0.00% Reduced -82 -82
75 Topsail Wealth Management, LLC 0.00% of their portfolio CHARLOTTE, NC 700700 $25.9k $25.9k 0.00% Unchanged
76 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 679679 $25.1k $25.1k 0.00% Reduced -6 -6
77 NFSG Corp 0.00% of their portfolio BOCA RATON, FL 8888 $3.3k $3.3k 0.00% Unchanged
78 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged