Vault-13

FIRST TR EXCHNG TRADED FD VI GJUL

FT VEST US EQT · ETP · CUSIP 33740U661

71 institutional holders -6 vs Q4 2023
5,836,1985.8m shares reported held*
$197.7mreported value*
8 new 11 added 29 reduced 14 sold out net sold ≈ $55.6m (-1.6m 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 ≈ $33.87.

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

050100Q3 23: 59Q4 23: 77Q1 24: 7171Q3 23Q4 23Q1 24
Numbers
QuarterHolders
Q3 202359
Q4 202377
Q1 202471

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q4 23: 39 bought or addedQ4 23: 28 cut or sold outQ4 23Q1 24: 19 bought or addedQ1 24: 43 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q4 20233928
Q1 20241943

Biggest buyers

Raymond James Financial Services Advisors, Inc. New +381,985+382.0k
RAYMOND JAMES & ASSOCIATES New +173,072+173.1k
Cetera Investment Advisers Added +118,445+118.4k
OneDigital Investment Advisors LLC Added +45,654+45.7k
ALTFEST L J & CO INC Added +30,708+30.7k
LPL Financial LLC New +29,270+29.3k
HRT FINANCIAL LP New +19,702+19.7k
Kestra Advisory Services, LLC Added +15,036+15.0k
CARY STREET PARTNERS INVESTMENT ADVISORY LLC Added +14,506+14.5k
IFP Advisors, Inc Added +11,190+11.2k

Biggest sellers

OSAIC HOLDINGS, INC. Reduced -988,807-988.8k
AE Wealth Management LLC Sold out -373,280-373.3k
HARBOUR INVESTMENTS, INC. Reduced -251,959-252.0k
Ferguson Shapiro LLC Reduced -205,249-205.2k
Cetera Advisors LLC Sold out -107,679-107.7k
Cetera Advisor Networks LLC Sold out -101,551-101.6k
Pallas Capital Advisors LLC Reduced -82,437-82.4k
Foundations Investment Advisors, LLC Sold out -76,800-76.8k
RFG Advisory, LLC Sold out -76,726-76.7k
OLD MISSION CAPITAL LLC Reduced -45,107-45.1k

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

Holders, Q1 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Ferguson Shapiro LLC 27.02% of their portfolio DECATUR, GA 1,732,3131.7m $58.7m $58.7m 27.02% Reduced -205.2k -205,249
2 Raymond James Financial Services Advisors, Inc. 0.02% of their portfolio ST. PETERSBURG, FL 381,985382.0k $12.9m $12.9m 0.02% New
3 IFP Advisors, Inc 0.54% of their portfolio TAMPA, FL 363,131363.1k $12.3m $12.3m 0.54% Added +11.2k +11,190
4 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 294,894294.9k $10.0m $10.0m 0.00% Reduced -5.8k -5,802
5 ALTFEST L J & CO INC 1.38% of their portfolio NEW YORK, NY 287,325287.3k $9.7m $9.7m 1.38% Added +30.7k +30,708
6 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 198,555198.6k $6.7m $6.7m 0.01% Reduced -10.4k -10,446
7 Maltin Wealth Management, Inc. 3.53% of their portfolio RIDGEWOOD, NJ 185,059185.1k $6.3m $6.3m 3.53% Reduced -288 -288
8 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 173,072173.1k $5.9m $5.9m 0.00% New
9 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 168,236168.2k $5.7m $5.7m 0.01% Reduced -988.8k -988,807
10 Integrated Wealth Concepts LLC 0.08% of their portfolio WALTHAM, MA 165,685165.7k $5.6m $5.6m 0.08% Unchanged
11 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 163,306163.3k $5.5m $5.5m 0.01% Added +118.4k +118,445
12 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.23% of their portfolio RICHMOND, VA 161,617161.6k $5.5m $5.5m 0.23% Added +14.5k +14,506
13 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 143,082143.1k $4.8m $4.8m 0.03% Added +15.0k +15,036
14 Americana Partners, LLC 0.33% of their portfolio Houston, TX 116,490116.5k $3.9m $3.9m 0.33% Reduced -30.6k -30,598
15 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 113,335113.3k $3.8m $3.8m 0.01% Reduced -9.0k -8,953
16 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 102,766102.8k $3.5m $3.5m 0.01% Reduced -11.2k -11,200
17 TD Waterhouse Canada Inc. 0.03% of their portfolio TORONTO, A6 99,85199.9k $3.5m $3.5m 0.03% Added +9.2k +9,175
18 STEPHENS INC /AR/ 0.05% of their portfolio LITTLE ROCK, AR 88,18088.2k $3.0m $3.0m 0.05% Reduced -661 -661
19 OneDigital Investment Advisors LLC 0.04% of their portfolio OVERLAND PARK, KS 69,88369.9k $2.4m $2.4m 0.04% Added +45.7k +45,654
20 Schulz Wealth, LTD. 1.77% of their portfolio MANSFIELD, TX 61,18761.2k $2.1m $2.1m 1.77% Unchanged
21 HBW ADVISORY SERVICES LLC 0.31% of their portfolio SIMI VALLEY, CA 50,84650.8k $1.6m $1.6m 0.31% Unchanged
22 HARBOUR INVESTMENTS, INC. 0.06% of their portfolio MADISON, WI 50,14150.1k $1.7m $1.7m 0.06% Reduced -252.0k -251,959
23 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 46,54346.5k $1.6m $1.6m 0.01% Reduced -13.3k -13,254
24 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 42,88042.9k $1.5m $1.5m 0.00% Reduced -13.0k -13,033
25 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 42,35142.4k $1.4m $1.4m 0.00% Reduced -2.8k -2,812
26 Pallas Capital Advisors LLC 0.05% of their portfolio BRAINTREE, MA 38,39138.4k $1.3m $1.3m 0.05% Reduced -82.4k -82,437
27 CITY HOLDING CO 0.16% of their portfolio CHARLESTON, WV 30,95030.9k $1.0m $1.0m 0.16% Reduced -700 -700
28 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 29,54629.5k $1.0m $1.0m 0.01% Reduced -350 -350
29 Clear Point Advisors Inc. 0.82% of their portfolio MELVILLE, NY 29,33729.3k $993.5k $993.5k 0.82% Unchanged
30 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 29,27029.3k $991.2k $991.2k 0.00% New
31 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 27,48827.5k $930.9k $930.9k 0.01% Reduced -5.2k -5,186
32 E&G Advisors, LLC 0.29% of their portfolio HOUSTON, TX 27,30027.3k $924.5k $924.5k 0.29% Reduced -100 -100
33 Tanglewood Legacy Advisors, LLC 0.33% of their portfolio HOUSTON, TX 19,97420.0k $676.4k $676.4k 0.33% Unchanged
34 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 19,70219.7k $667.0k $667.0k 0.00% New
35 Bouchey Financial Group, Ltd. 0.07% of their portfolio TROY, NY 19,59119.6k $663.5k $663.5k 0.07% Added +3.9k +3,930
36 Sunbelt Securities, Inc. 0.07% of their portfolio HOUSTON, TX 18,68018.7k $632.6k $632.6k 0.07% Unchanged
37 Aptus Capital Advisors, LLC 0.01% of their portfolio FAIRHOPE, AL 16,73516.7k $566.7k $566.7k 0.01% Unchanged
38 GUARDIAN WEALTH ADVISORS, LLC / NC 0.07% of their portfolio RALEIGH, NC 16,73516.7k $566.7k $566.7k 0.07% Unchanged
39 Grant Street Asset Management, Inc. 0.18% of their portfolio CANONSBURG, PA 16,40016.4k $555.4k $555.4k 0.18% Unchanged
40 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 14,70314.7k $498.0k $498.0k 0.00% Reduced -3.8k -3,780
41 Insight Advisors, LLC/ PA 0.09% of their portfolio Newtown, PA 14,00014.0k $474.1k $474.1k 0.09% Reduced -5.0k -5,044
42 Avidian Wealth Enterprises, LLC 0.02% of their portfolio Houston, TX 12,69312.7k $429.9k $429.9k 0.02% Unchanged
43 Diligent Investors, LLC 0.10% of their portfolio REDLANDS, CA 12,30012.3k $416.5k $416.5k 0.10% Unchanged
44 InterOcean Capital Group, LLC 0.01% of their portfolio NASHVILLE, TN 11,65511.7k $394.7k $394.7k 0.01% Reduced -1.9k -1,950
45 Integrity Financial Corp /WA 0.25% of their portfolio JACKSON, WY 10,74710.7k $364.0k $364.0k 0.25% Added +1.0k +1,039
46 Keystone Wealth Services, LLC 0.10% of their portfolio PALM DESERT, CA 9,4349.4k $319.5k $319.5k 0.10% Reduced -2 -2
47 BEACON FINANCIAL GROUP 0.04% of their portfolio DALLAS, TX 9,0499.0k $306.4k $306.4k 0.04% Reduced -4.1k -4,134
48 DHJJ Financial Advisors, Ltd. 0.13% of their portfolio NAPERVILLE, IL 8,4888.5k $287.5k $287.5k 0.13% Unchanged
49 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 8,1928.2k $277.4k $277.4k 0.01% Reduced -45.1k -45,107
50 NorthCrest Asset Manangement, LLC 0.01% of their portfolio PLYMOUTH, MN 8,1458.1k $275.8k $275.8k 0.01% Unchanged
51 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 8,0008.0k $270.9k $270.9k 0.01% Unchanged
52 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 7,9748.0k $270.0k $270.0k 0.01% Unchanged
53 Chicago Partners Investment Group LLC 0.01% of their portfolio CHICAGO, IL 7,4187.4k $248.4k $248.4k 0.01% Unchanged
54 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 7,1627.2k $242.5k $242.5k 0.00% Unchanged
55 TOWNSQUARE CAPITAL LLC 0.00% of their portfolio Lehi, UT 6,6716.7k $225.9k $225.9k 0.00% Unchanged
56 Financial Network Wealth Advisors LLC 0.22% of their portfolio MURRAY, UT 6,6716.7k $225.9k $225.9k 0.22% Unchanged
57 Lifeworks Advisors, LLC 0.06% of their portfolio GRAND RAPIDS, MI 6,5666.6k $222.4k $222.4k 0.06% Unchanged
58 REAP Financial Group, LLC 0.06% of their portfolio AUSTIN, TX 5,9255.9k $200.7k $200.7k 0.06% Reduced -13 -13
59 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 3,4813.5k $117.9k $117.9k 0.01% New
60 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.01% of their portfolio BIRMINGHAM, AL 2,6962.7k $91.3k $91.3k 0.01% Reduced -1.4k -1,390
61 Archer Investment Corp 0.02% of their portfolio Carmel, IN 1,7051.7k $57.7k $57.7k 0.02% Reduced -12.0k -11,974
62 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 1,6301.6k $55.2k $55.2k 0.00% New
63 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1,6061.6k $54.4k $54.4k 0.00% New
64 Financial Gravity Asset Management, Inc. 0.01% of their portfolio Lakeway, TX 1,5001.5k $49.0k $49.0k 0.01% Added +500 +500
65 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 1,3251.3k $44.9k $44.9k 0.00% Unchanged
66 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 1,3041.3k $44.0k $44.0k 0.00% Unchanged
67 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.01% of their portfolio BLUE BELL, PA 807807 $27.3k $27.3k 0.01% Unchanged
68 UBS Group AG 0.00% of their portfolio ZURICH, V8 747747 $25.3k $25.3k 0.00% Added +70 +70
69 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 400400 $13.5k $13.5k 0.00% Reduced -600 -600
70 Caitlin John, LLC 0.01% of their portfolio BRIGHTON, MI 334334 $11.3k $11.3k 0.01% Reduced -8 -8
71 Sound Income Strategies, LLC 0.00% of their portfolio FT LAUDERDALE, FL 5858 $2.0k $2.0k 0.00% New