Vault-13

FIRST TR EXCHNG TRADED FD VI GAUG

FT VEST US EQT · ETP · CUSIP 33740U653

97 institutional holders +19 vs Q2 2025
6,260,4116.3m shares reported held*
$240.2mreported value*
28 new 39 added 11 reduced 8 sold out net bought ≈ $76.7m (+2.0m 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 ≈ $38.37.

Trends to Q3 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: 78Q3 25: 9797Q3 23Q1 24Q3 24Q1 25Q3 25
Numbers
QuarterHolders
Q3 202330
Q4 202344
Q1 202446
Q2 202453
Q3 202478
Q4 202480
Q1 202579
Q2 202578
Q3 202597

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 outQ1 24: 18 bought or addedQ1 24: 23 cut or sold outQ1 24Q2 24: 16 bought or addedQ2 24: 21 cut or sold outQ3 24: 60 bought or addedQ3 24: 17 cut or sold outQ3 24Q4 24: 23 bought or addedQ4 24: 27 cut or sold outQ1 25: 17 bought or addedQ1 25: 36 cut or sold outQ1 25Q2 25: 25 bought or addedQ2 25: 32 cut or sold outQ3 25: 67 bought or addedQ3 25: 19 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 2023288
Q1 20241823
Q2 20241621
Q3 20246017
Q4 20242327
Q1 20251736
Q2 20252532
Q3 20256719

Biggest buyers

GRIES FINANCIAL LLC New +760,258+760.3k
Synergy Asset Management, LLC Added +199,272+199.3k
COMMONWEALTH EQUITY SERVICES, LLC Added +166,895+166.9k
MAI Capital Management Added +141,785+141.8k
RAYMOND JAMES FINANCIAL INC Added +141,469+141.5k
Americana Partners, LLC Added +134,672+134.7k
MGO ONE SEVEN LLC New +64,252+64.3k
OSAIC HOLDINGS, INC. Added +60,531+60.5k
WealthPlan Investment Management, LLC Added +56,843+56.8k
LPL Financial LLC Added +56,355+56.4k

Biggest sellers

ROYAL BANK OF CANADA Reduced -207,346-207.3k
INDEPENDENT FINANCIAL GROUP, LLC Reduced -45,351-45.4k
SILVER OAK SECURITIES, INCORPORATED Sold out -35,170-35.2k
UBS Group AG Sold out -30,431-30.4k
Brookwood Investment Group LLC Sold out -30,255-30.3k
MILESTONE ASSET MANAGEMENT, LLC Reduced -12,173-12.2k
GOLDMAN SACHS GROUP INC Sold out -10,023-10.0k
NATIONS FINANCIAL GROUP INC, /IA/ /ADV Sold out -7,365-7.4k
HRT FINANCIAL LP Sold out -7,277-7.3k
Spire Wealth Management Sold out -3,135-3.1k

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

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OSAIC HOLDINGS, INC. 0.07% of their portfolio SCOTTSDALE, AZ 1,255,2991.3m $47.7m $47.7m 0.07% Added +60.5k +60,531
2 GRIES FINANCIAL LLC 4.64% of their portfolio Cleveland, OH 760,258760.3k $29.4m $29.4m 4.64% New
3 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 577,045577.0k $22.3m $22.3m 0.03% Added +166.9k +166,895
4 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 444,631444.6k $17.2m $17.2m 0.01% Added +141.5k +141,469
5 Synergy Asset Management, LLC 0.53% of their portfolio VANCOUVER, WA 398,544398.5k $14.7m $14.7m 0.53% Added +199.3k +199,272
6 WealthPlan Investment Management, LLC 0.76% of their portfolio OMAHA, NE 297,962298.0k $11.5m $11.5m 0.76% Added +56.8k +56,843
7 Americana Partners, LLC 0.31% of their portfolio Houston, TX 270,747270.7k $10.5m $10.5m 0.31% Added +134.7k +134,672
8 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 205,594205.6k $7.9m $7.9m 0.04% Added +23.1k +23,071
9 MAI Capital Management 0.04% of their portfolio INDEPENDENCE, OH 183,930183.9k $7.1m $7.1m 0.04% Added +141.8k +141,785
10 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 136,280136.3k $5.3m $5.3m 0.00% Reduced -207.3k -207,346
11 MILESTONE ASSET MANAGEMENT, LLC 0.95% of their portfolio PITTSBURGH, PA 129,530129.5k $5.0m $5.0m 0.95% Reduced -12.2k -12,173
12 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 108,961109.0k $4.2m $4.2m 0.00% Added +56.4k +56,355
13 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 77,37177.4k $3.0m $3.0m 0.00% Added +14.3k +14,320
14 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 77,03777.0k $3.0m $3.0m 0.00% Added +31.4k +31,441
15 Schulz Wealth, LTD. 1.95% of their portfolio MANSFIELD, TX 76,58676.6k $3.0m $3.0m 1.95% Added +30.8k +30,753
16 WealthPLAN Partners, LLC 0.42% of their portfolio OMAHA, NE 72,08372.1k $2.8m $2.8m 0.42% Added +6.6k +6,603
17 CITY HOLDING CO 0.32% of their portfolio CHARLESTON, WV 66,60066.6k $2.6m $2.6m 0.32% Reduced -500 -500
18 MGO ONE SEVEN LLC 0.06% of their portfolio Beachwood, OH 64,25264.3k $2.5m $2.5m 0.06% New
19 Tanglewood Legacy Advisors, LLC 0.84% of their portfolio HOUSTON, TX 56,40856.4k $2.2m $2.2m 0.84% Added +4.8k +4,764
20 Sage Capital Advisors,llc 0.48% of their portfolio SIOUX FALLS, SD 52,10952.1k $2.0m $2.0m 0.48% New
21 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 51,53251.5k $2.0m $2.0m 0.00% New
22 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 50,96651.0k $1.9m $1.9m 0.01% Added +28.8k +28,800
23 INDEPENDENT FINANCIAL GROUP, LLC 0.04% of their portfolio SAN DIEGO, CA 47,01047.0k $1.8m $1.8m 0.04% Reduced -45.4k -45,351
24 Brookstone Capital Management 0.02% of their portfolio WHEATON, IL 43,35843.4k $1.7m $1.7m 0.02% Reduced -4 -4
25 Chris Bulman Inc 0.79% of their portfolio ROSEVILLE, CA 40,90840.9k $1.6m $1.6m 0.79% Reduced -1.1k -1,081
26 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.08% of their portfolio Westlake, OH 35,17035.2k $1.4m $1.4m 0.08% New
27 Horizon Investments, LLC 0.02% of their portfolio Charlotte, NC 30,80930.8k $1.2m $1.2m 0.02% Added +3.7k +3,726
28 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 30,72630.7k $1.2m $1.2m 0.00% Added +13.7k +13,730
29 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 24,58824.6k $949.3k $949.3k 0.00% Added +11.8k +11,827
30 CENTAURUS FINANCIAL, INC. 0.04% of their portfolio ANAHEIM, CA 22,64822.6k $874.0k $874.0k 0.04% Unchanged
31 CreativeOne Wealth, LLC 0.02% of their portfolio OVERLAND PARK, KS 22,24622.2k $858.9k $858.9k 0.02% Added +12.6k +12,574
32 Mutual Advisors, LLC 0.02% of their portfolio OMAHA, NE 21,10921.1k $817.1k $817.1k 0.02% Added +8.9k +8,860
33 Merit Financial Group, LLC 0.01% of their portfolio ALPHARETTA, GA 20,14820.1k $777.9k $777.9k 0.01% New
34 ORG Partners LLC 0.14% of their portfolio ROANOKE, IN 19,85019.9k $766.4k $766.4k 0.14% New
35 UPTICK PARTNERS, LLC 0.20% of their portfolio NACOGDOCHES, TX 19,65119.7k $758.7k $758.7k 0.20% Added +3.9k +3,850
36 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 19,43819.4k $750.5k $750.5k 0.00% New
37 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 18,86018.9k $728.2k $728.2k 0.00% New
38 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.00% of their portfolio IRVING, TX 17,88517.9k $690.5k $690.5k 0.00% Reduced -400 -400
39 FSB PREMIER WEALTH MANAGEMENT, INC. 0.22% of their portfolio WATERLOO, IA 17,59617.6k $679.4k $679.4k 0.22% Added +8.3k +8,277
40 Sunbelt Securities, Inc. 0.04% of their portfolio HOUSTON, TX 16,26316.3k $627.9k $627.9k 0.04% Added +14.5k +14,493
41 LVZ, Inc. 0.07% of their portfolio Holland, MI 15,35615.4k $592.9k $592.9k 0.07% Added +5.3k +5,273
42 Wood Tarver Financial Group, LLC 0.17% of their portfolio BOISE, ID 15,15815.2k $585.0k $585.0k 0.17% Added +4.8k +4,827
43 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 14,43414.4k $557.3k $557.3k 0.01% Added +9.3k +9,263
44 Stratos Wealth Advisors, LLC 0.03% of their portfolio BEACHWOOD, OH 13,81813.8k $533.5k $533.5k 0.03% New
45 Grantvest Financial Group LLC 0.36% of their portfolio MATAWAN, NJ 13,33113.3k $514.7k $514.7k 0.36% Added +2.1k +2,084
46 Darwin Wealth Management, LLC 0.16% of their portfolio TAMPA, FL 13,13013.1k $506.9k $506.9k 0.16% Unchanged
47 Kestra Investment Management, LLC 0.01% of their portfolio AUSTIN, TX 13,06313.1k $504.4k $504.4k 0.01% New
48 Anfield Capital Management, LLC 0.15% of their portfolio IRVINE, CA 12,86812.9k $496.8k $496.8k 0.15% Unchanged
49 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 12,69512.7k $490.2k $490.2k 0.01% New
50 Bouchey Financial Group, Ltd. 0.04% of their portfolio TROY, NY 12,19812.2k $471.0k $471.0k 0.04% Added +1.5k +1,465
51 Keystone Wealth Services, LLC 0.09% of their portfolio PALM DESERT, CA 10,40110.4k $401.6k $401.6k 0.09% Reduced -178 -178
52 HBW ADVISORY SERVICES LLC 0.04% of their portfolio SIMI VALLEY, CA 10,26410.3k $396.3k $396.3k 0.04% New
53 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 10,13810.1k $391.4k $391.4k 0.00% New
54 IMG Wealth Management, Inc. 0.26% of their portfolio JACKSONVILLE, FL 9,96810.0k $384.9k $384.9k 0.26% Unchanged
55 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 9,5659.6k $369.3k $369.3k 0.00% New
56 Mayfair Advisory Group, LLC 0.15% of their portfolio BIRMINGHAM, AL 9,1239.1k $352.2k $352.2k 0.15% Unchanged
57 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 8,9819.0k $346.8k $346.8k 0.01% Added +806 +806
58 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 8,8458.8k $341.5k $341.5k 0.00% New
59 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 8,8188.8k $340.5k $340.5k 0.01% Added +24 +24
60 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 8,7228.7k $336.8k $336.8k 0.00% Added +4.4k +4,385
61 Integrity Financial Corp /WA 0.16% of their portfolio JACKSON, WY 8,5488.5k $330.0k $330.0k 0.16% Added +8 +8
62 Archer Investment Corp 0.07% of their portfolio Carmel, IN 8,0748.1k $311.7k $311.7k 0.07% Added +4.9k +4,922
63 CROSSPOINT FINANCIAL, LLC 0.76% of their portfolio TUSTIN, CA 8,0008.0k $308.9k $308.9k 0.76% Unchanged
64 Diligent Investors, LLC 0.07% of their portfolio REDLANDS, CA 7,6457.6k $295.2k $295.2k 0.07% Added +1.5k +1,465
65 Madrona Financial Services, LLC 0.06% of their portfolio EVERETT, WA 7,3087.3k $282.2k $282.2k 0.06% Unchanged
66 NorthCrest Asset Manangement, LLC 0.01% of their portfolio PLYMOUTH, MN 7,1067.1k $274.6k $274.6k 0.01% Unchanged
67 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.04% of their portfolio BLUE BELL, PA 7,0457.0k $272.0k $272.0k 0.04% Unchanged
68 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 6,9356.9k $267.8k $267.8k 0.00% New
69 Prosperity Consulting Group, LLC 0.01% of their portfolio OWINGS MILLS, MD 6,7366.7k $260.1k $260.1k 0.01% Unchanged
70 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 6,2476.2k $241.2k $241.2k 0.00% New
71 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 6,0006.0k $231.7k $231.7k 0.00% Unchanged
72 RFG Advisory, LLC 0.00% of their portfolio BIRMINGHAM, AL 5,8255.8k $224.9k $224.9k 0.00% New
73 First Heartland Consultants, Inc. 0.02% of their portfolio LAKE ST. LOUIS, MO 5,7005.7k $220.1k $220.1k 0.02% New
74 WEALTHGARDEN F.S. LLC 0.15% of their portfolio EL SEGUNDO, CA 5,4565.5k $211.3k $211.3k 0.15% New
75 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 5,4385.4k $210.2k $210.2k 0.00% New
76 Financial Network Wealth Advisors LLC 0.23% of their portfolio MURRAY, UT 5,3705.4k $207.3k $207.3k 0.23% Added +1.2k +1,197
77 DHJJ Financial Advisors, Ltd. 0.07% of their portfolio NAPERVILLE, IL 5,0885.1k $196.4k $196.4k 0.07% Added +1.7k +1,720
78 CWM, LLC 0.00% of their portfolio OMAHA, NE 4,6694.7k $180.0k $180.0k 0.00% Added +3.8k +3,800
79 REAP Financial Group, LLC 0.04% of their portfolio AUSTIN, TX 4,3344.3k $167.3k $167.3k 0.04% Reduced -41 -41
80 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,9302.9k $113.1k $113.1k 0.00% Unchanged
81 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 2,8662.9k $111.0k $111.0k 0.00% Unchanged
82 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 2,6452.6k $102.1k $102.1k 0.00% New
83 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 2,6172.6k $101.0k $101.0k 0.00% New
84 SOA Wealth Advisors, LLC. 0.01% of their portfolio NEW YORK, NY 2,0582.1k $79.5k $79.5k 0.01% Unchanged
85 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 1,9652.0k $75.9k $75.9k 0.00% Added +825 +825
86 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 1,9121.9k $73.8k $73.8k 0.00% Reduced -1.1k -1,148
87 LANARK FINANCIAL, INC. 0.01% of their portfolio BIRMINGHAM, AL 1,7821.8k $68.8k $68.8k 0.01% New
88 HAZLETT, BURT & WATSON, INC. 0.02% of their portfolio WHEELING, WV 1,3751.4k $53.0k $53.0k 0.02% Unchanged
89 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 1,1691.2k $45.1k $45.1k 0.00% New
90 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 1,1351.1k $43.8k $43.8k 0.00% Unchanged
91 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 856856 $33.1k $33.1k 0.00% Added +148 +148
92 Topsail Wealth Management, LLC 0.00% of their portfolio CHARLOTTE, NC 700700 $27.0k $27.0k 0.00% Unchanged
93 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 679679 $26.2k $26.2k 0.00% Unchanged
94 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 638638 $24.6k $24.6k 0.00% Reduced -1.2k -1,158
95 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 333333 $12.9k $12.9k 0.00% New
96 Pinnacle Bancorp, Inc. 0.00% of their portfolio BEATRICE, NE 275275 $10.6k $10.6k 0.00% New
97 NFSG Corp 0.00% of their portfolio BOCA RATON, FL 8888 $3.4k $3.4k 0.00% Unchanged