Vault-13

FIRST TR EXCHNG TRADED FD VI GJUL

FT VEST US EQT · ETP · CUSIP 33740U661

77 institutional holders +18 vs Q3 2023
7,479,3637.5m shares reported held*
$240.3mreported value*
22 new 17 added 18 reduced 10 sold out net bought ≈ $102.0m (+3.2m 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 ≈ $32.13.

Trends to Q4 2023

Institutional holders

Managers reporting a position, each quarter

050100Q3 23: 59Q4 23: 7777Q3 23Q4 23
Numbers
QuarterHolders
Q3 202359
Q4 202377

Biggest buyers

Ferguson Shapiro LLC New +1,937,562+1.9m
IFP Advisors, Inc Added +347,805+347.8k
ALTFEST L J & CO INC New +256,617+256.6k
CARY STREET PARTNERS INVESTMENT ADVISORY LLC Added +130,055+130.1k
OSAIC HOLDINGS, INC. Added +125,259+125.3k
Maltin Wealth Management, Inc. Added +113,121+113.1k
TD Waterhouse Canada Inc. New +90,676+90.7k
Foundations Investment Advisors, LLC New +76,800+76.8k
OLD MISSION CAPITAL LLC New +53,299+53.3k
Pallas Capital Advisors LLC Added +47,500+47.5k

Biggest sellers

NewEdge Advisors, LLC Reduced -64,193-64.2k
AE Wealth Management LLC Reduced -63,081-63.1k
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Reduced -44,036-44.0k
B.O.S.S. Retirement Advisors, LLC Sold out -22,271-22.3k
ENVESTNET ASSET MANAGEMENT INC Reduced -17,083-17.1k
Triumph Capital Management Sold out -17,062-17.1k
Insight Advisors, LLC/ PA Reduced -16,717-16.7k
Great Lakes Retirement, Inc. Sold out -14,799-14.8k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -14,618-14.6k
CITADEL ADVISORS LLC Sold out -10,687-10.7k

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 +3.9 pts · filed 2026-07-17 23.2% +3.9 pts 2.0m≈ $85.3m 2026-07-17

Holders, Q4 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Ferguson Shapiro LLC 29.97% of their portfolio DECATUR, GA 1,937,5621.9m $62.2m $62.2m 29.97% New
2 OSAIC HOLDINGS, INC. 0.06% of their portfolio SCOTTSDALE, AZ 1,157,0431.2m $37.1m $37.1m 0.06% Added +125.3k +125,259
3 AE Wealth Management LLC 0.06% of their portfolio TOPEKA, KS 373,280373.3k $12.2m $12.2m 0.06% Reduced -63.1k -63,081
4 IFP Advisors, Inc 0.53% of their portfolio TAMPA, FL 351,941351.9k $11.3m $11.3m 0.53% Added +347.8k +347,805
5 HARBOUR INVESTMENTS, INC. 0.40% of their portfolio MADISON, WI 302,100302.1k $9.7m $9.7m 0.40% Added +11.7k +11,740
6 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 300,696300.7k $9.6m $9.6m 0.00% Reduced -17.1k -17,083
7 ALTFEST L J & CO INC 1.19% of their portfolio NEW YORK, NY 256,617256.6k $8.2m $8.2m 1.19% New
8 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 209,001209.0k $6.7m $6.7m 0.01% Reduced -272 -272
9 Maltin Wealth Management, Inc. 3.79% of their portfolio RIDGEWOOD, NJ 185,347185.3k $5.9m $5.9m 3.79% Added +113.1k +113,121
10 Integrated Wealth Concepts LLC 0.09% of their portfolio WALTHAM, MA 165,685165.7k $5.3m $5.3m 0.09% Added +427 +427
11 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.22% of their portfolio RICHMOND, VA 147,111147.1k $4.7m $4.7m 0.22% Added +130.1k +130,055
12 Americana Partners, LLC 0.45% of their portfolio Houston, TX 147,088147.1k $4.7m $4.7m 0.45% Reduced -234 -234
13 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 128,046128.0k $4.1m $4.1m 0.03% Added +13.9k +13,943
14 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 122,288122.3k $3.9m $3.9m 0.02% Added +2.4k +2,430
15 Pallas Capital Advisors LLC 0.21% of their portfolio BRAINTREE, MA 120,828120.8k $3.9m $3.9m 0.21% Added +47.5k +47,500
16 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 113,966114.0k $3.7m $3.7m 0.01% Reduced -14.6k -14,618
17 Cetera Advisors LLC 0.05% of their portfolio DENVER, CO 107,679107.7k $3.5m $3.5m 0.05% Added +34.4k +34,418
18 Cetera Advisor Networks LLC 0.02% of their portfolio EL SEGUNDO, CA 101,551101.6k $3.3m $3.3m 0.02% Reduced -8.0k -7,968
19 TD Waterhouse Canada Inc. 0.03% of their portfolio TORONTO, A6 90,67690.7k $3.0m $3.0m 0.03% New
20 STEPHENS INC /AR/ 0.05% of their portfolio LITTLE ROCK, AR 88,84188.8k $2.9m $2.9m 0.05% Added +46.2k +46,211
21 Foundations Investment Advisors, LLC 0.07% of their portfolio PHOENIX, AZ 76,80076.8k $2.5m $2.5m 0.07% New
22 RFG Advisory, LLC 0.10% of their portfolio BIRMINGHAM, AL 76,72676.7k $2.5m $2.5m 0.10% Reduced -459 -459
23 Schulz Wealth, LTD. 1.88% of their portfolio MANSFIELD, TX 61,18761.2k $2.0m $2.0m 1.88% First filing
24 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 59,79759.8k $1.9m $1.9m 0.02% Reduced -64.2k -64,193
25 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 55,91355.9k $1.8m $1.8m 0.00% Added +30.0k +29,972
26 OLD MISSION CAPITAL LLC 0.05% of their portfolio CHICAGO, IL 53,29953.3k $1.7m $1.7m 0.05% New
27 HBW ADVISORY SERVICES LLC 0.31% of their portfolio SIMI VALLEY, CA 50,84650.8k $1.6m $1.6m 0.31% Reduced -2.2k -2,155
28 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 45,16345.2k $1.4m $1.4m 0.00% Added +9.7k +9,713
29 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 44,86144.9k $1.4m $1.4m 0.01% Reduced -428 -428
30 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 32,67432.7k $1.0m $1.0m 0.01% Added +1.6k +1,647
31 CITY HOLDING CO 0.16% of their portfolio CHARLESTON, WV 31,65031.6k $1.0m $1.0m 0.16% Unchanged
32 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 29,89629.9k $959.1k $959.1k 0.01% Added +2.2k +2,235
33 Clear Point Advisors Inc. 0.83% of their portfolio MELVILLE, NY 29,33729.3k $941.1k $941.1k 0.83% First filing
34 E&G Advisors, LLC 0.31% of their portfolio HOUSTON, TX 27,40027.4k $879.0k $879.0k 0.31% Reduced -500 -500
35 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 24,22924.2k $777.3k $777.3k 0.01% New
36 Tanglewood Legacy Advisors, LLC 0.35% of their portfolio HOUSTON, TX 19,97420.0k $640.8k $640.8k 0.35% Reduced -1.3k -1,271
37 Insight Advisors, LLC/ PA 0.13% of their portfolio Newtown, PA 19,04419.0k $610.9k $610.9k 0.13% Reduced -16.7k -16,717
38 Sunbelt Securities, Inc. 0.08% of their portfolio HOUSTON, TX 18,68018.7k $599.3k $599.3k 0.08% Unchanged
39 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 18,48318.5k $593.0k $593.0k 0.00% New
40 Aptus Capital Advisors, LLC 0.02% of their portfolio FAIRHOPE, AL 16,73516.7k $536.9k $536.9k 0.02% Added +575 +575
41 GUARDIAN WEALTH ADVISORS, LLC / NC 0.08% of their portfolio RALEIGH, NC 16,73516.7k $536.9k $536.9k 0.08% Added +575 +575
42 Grant Street Asset Management, Inc. 0.19% of their portfolio CANONSBURG, PA 16,40016.4k $526.1k $526.1k 0.19% New
43 Bouchey Financial Group, Ltd. 0.05% of their portfolio TROY, NY 15,66115.7k $502.4k $502.4k 0.05% New
44 Accel Wealth Management 0.23% of their portfolio WAVERLY, IA 14,20014.2k $455.5k $455.5k 0.23% New
45 Archer Investment Corp 0.14% of their portfolio Carmel, IN 13,67913.7k $438.8k $438.8k 0.14% Unchanged
46 InterOcean Capital Group, LLC 0.01% of their portfolio NASHVILLE, TN 13,60513.6k $436.4k $436.4k 0.01% Unchanged
47 BEACON FINANCIAL GROUP 0.05% of their portfolio DALLAS, TX 13,18313.2k $422.9k $422.9k 0.05% New
48 Avidian Wealth Enterprises, LLC 0.03% of their portfolio Houston, TX 12,69312.7k $407.2k $407.2k 0.03% Unchanged
49 Diligent Investors, LLC 0.11% of their portfolio REDLANDS, CA 12,30012.3k $394.6k $394.6k 0.11% Unchanged
50 Corus Family Wealth Advisors 0.33% of their portfolio MCKINNEY, TX 11,41211.4k $366.1k $366.1k 0.33% New
51 Integrity Financial Corp /WA 0.23% of their portfolio JACKSON, WY 9,7089.7k $311.4k $311.4k 0.23% Reduced -3.3k -3,333
52 Keystone Wealth Services, LLC 0.10% of their portfolio PALM DESERT, CA 9,4369.4k $302.7k $302.7k 0.10% Unchanged
53 Koshinski Asset Management, Inc. 0.04% of their portfolio DECATUR, IL 9,0659.1k $290.8k $290.8k 0.04% New
54 DHJJ Financial Advisors, Ltd. 0.13% of their portfolio NAPERVILLE, IL 8,4888.5k $272.3k $272.3k 0.13% New
55 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 8,4428.4k $270.8k $270.8k 0.00% New
56 Anfield Capital Management, LLC 0.14% of their portfolio IRVINE, CA 8,3298.3k $267.2k $267.2k 0.14% Unchanged
57 NorthCrest Asset Manangement, LLC 0.01% of their portfolio PLYMOUTH, MN 8,1458.1k $261.3k $261.3k 0.01% Reduced -249 -249
58 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 8,0008.0k $256.6k $256.6k 0.01% Unchanged
59 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 7,9748.0k $255.8k $255.8k 0.01% Unchanged
60 Chicago Partners Investment Group LLC 0.01% of their portfolio CHICAGO, IL 7,4187.4k $241.2k $241.2k 0.01% Reduced -32 -32
61 Claro Advisors Inc. 0.05% of their portfolio BOSTON, MA 7,3507.3k $235.8k $235.8k 0.05% Unchanged
62 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 7,1627.2k $229.8k $229.8k 0.00% Unchanged
63 TOWNSQUARE CAPITAL LLC 0.00% of their portfolio Lehi, UT 6,6716.7k $214.0k $214.0k 0.00% New
64 Financial Network Wealth Advisors LLC 0.23% of their portfolio MURRAY, UT 6,6716.7k $214.0k $214.0k 0.23% First filing
65 Lifeworks Advisors, LLC 0.07% of their portfolio GRAND RAPIDS, MI 6,5666.6k $210.6k $210.6k 0.07% New
66 REAP Financial Group, LLC 0.06% of their portfolio AUSTIN, TX 5,9385.9k $190.5k $190.5k 0.06% First filing
67 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.01% of their portfolio BIRMINGHAM, AL 4,0864.1k $131.1k $131.1k 0.01% Reduced -44.0k -44,036
68 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 3,4643.5k $111.1k $111.1k 0.00% New
69 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 1,3251.3k $42.5k $42.5k 0.00% New
70 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 1,3041.3k $42.0k $42.0k 0.00% Unchanged
71 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 1,0001.0k $32.1k $32.1k 0.00% First filing
72 Financial Gravity Asset Management, Inc. 0.00% of their portfolio Lakeway, TX 1,0001.0k $32.1k $32.1k 0.00% New
73 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.01% of their portfolio BLUE BELL, PA 807807 $25.9k $25.9k 0.01% Unchanged
74 UBS Group AG 0.00% of their portfolio ZURICH, V8 677677 $21.7k $21.7k 0.00% New
75 Caitlin John, LLC 0.01% of their portfolio BRIGHTON, MI 342342 $11.0k $11.0k 0.01% First filing
76 TUCKER ASSET MANAGEMENT LLC 0.00% of their portfolio LITTLETON, CO 5555 $1.8k $1.8k 0.00% New
77 Impact Partnership Wealth, LLC 0.00% of their portfolio MARIETTA, GA 3232 $1.0k $1.0k 0.00% Reduced -441 -441