Vault-13

FIRST TR EXCHNG TRADED FD VI GJUL

FT VEST US EQT · ETP · CUSIP 33740U661

72 institutional holders +1 vs Q1 2024
5,324,1405.3m shares reported held*
$185.0mreported value*
8 new 9 added 29 reduced 7 sold out net sold ≈ $17.8m (-511.1k 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. Holder counts are more reliable. Implied quarter-end price ≈ $34.75.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

050100Q3 23: 59Q4 23: 77Q1 24: 71Q2 24: 7272Q3 23Q4 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 202359
Q4 202377
Q1 202471
Q2 202472

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 24Q2 24: 17 bought or addedQ2 24: 36 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 20233928
Q1 20241943
Q2 20241736

Biggest buyers

JPMORGAN CHASE & CO New +30,030+30.0k
Americana Partners, LLC Added +14,638+14.6k
CITADEL ADVISORS LLC New +11,680+11.7k
Focus Partners Wealth New +11,655+11.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +9,592+9.6k
ALTFEST L J & CO INC Added +7,140+7.1k
Bullseye Investment Management, LLC New +6,200+6.2k
Anfield Capital Management, LLC New +5,659+5.7k
ASSETMARK, INC New +3,911+3.9k
UBS Group AG Added +3,112+3.1k

Biggest sellers

Maltin Wealth Management, Inc. Sold out -185,059-185.1k
Ferguson Shapiro LLC Reduced -116,399-116.4k
HBW ADVISORY SERVICES LLC Sold out -50,846-50.8k
Raymond James Financial Services Advisors, Inc. Reduced -36,951-37.0k
OSAIC HOLDINGS, INC. Reduced -29,902-29.9k
Cambridge Investment Research Advisors, Inc. Reduced -28,622-28.6k
Clear Point Advisors Inc. Reduced -27,602-27.6k
HRT FINANCIAL LP Sold out -19,702-19.7k
RAYMOND JAMES & ASSOCIATES Reduced -16,950-16.9k
IFP Advisors, Inc Reduced -16,132-16.1k

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, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Ferguson Shapiro LLC 22.03% of their portfolio DECATUR, GA 1,615,9141.6m $56.2m $56.2m 22.03% Reduced -116.4k -116,399
2 IFP Advisors, Inc 0.48% of their portfolio TAMPA, FL 346,999347.0k $12.1m $12.1m 0.48% Reduced -16.1k -16,132
3 Raymond James Financial Services Advisors, Inc. 0.02% of their portfolio ST. PETERSBURG, FL 345,034345.0k $12.0m $12.0m 0.02% Reduced -37.0k -36,951
4 ALTFEST L J & CO INC 1.40% of their portfolio NEW YORK, NY 294,465294.5k $10.2m $10.2m 1.40% Added +7.1k +7,140
5 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 279,929279.9k $9.7m $9.7m 0.00% Reduced -15.0k -14,965
6 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 198,408198.4k $6.9m $6.9m 0.01% Reduced -147 -147
7 Integrated Wealth Concepts LLC 0.08% of their portfolio WALTHAM, MA 165,685165.7k $5.8m $5.8m 0.08% Unchanged
8 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.22% of their portfolio RICHMOND, VA 158,552158.6k $5.5m $5.5m 0.22% Reduced -3.1k -3,065
9 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 156,122156.1k $5.4m $5.4m 0.00% Reduced -16.9k -16,950
10 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 152,513152.5k $5.3m $5.3m 0.01% Reduced -10.8k -10,793
11 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 138,334138.3k $4.8m $4.8m 0.01% Reduced -29.9k -29,902
12 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 132,500132.5k $4.6m $4.6m 0.03% Reduced -10.6k -10,582
13 Americana Partners, LLC 0.36% of their portfolio Houston, TX 131,128131.1k $4.6m $4.6m 0.36% Added +14.6k +14,638
14 TD Waterhouse Canada Inc. 0.03% of their portfolio TORONTO, A6 98,79098.8k $3.4m $3.4m 0.03% Reduced -1.1k -1,061
15 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 92,41292.4k $3.2m $3.2m 0.01% Reduced -10.4k -10,354
16 STEPHENS INC /AR/ 0.05% of their portfolio LITTLE ROCK, AR 87,78087.8k $3.1m $3.1m 0.05% Reduced -400 -400
17 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 84,71384.7k $2.9m $2.9m 0.01% Reduced -28.6k -28,622
18 OneDigital Investment Advisors LLC 0.03% of their portfolio OVERLAND PARK, KS 69,21769.2k $2.4m $2.4m 0.03% Reduced -666 -666
19 Schulz Wealth, LTD. 1.75% of their portfolio MANSFIELD, TX 59,57259.6k $2.1m $2.1m 1.75% Reduced -1.6k -1,615
20 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 51,94351.9k $1.8m $1.8m 0.00% Added +9.6k +9,592
21 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 45,85345.9k $1.6m $1.6m 0.01% Reduced -690 -690
22 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 45,22645.2k $1.6m $1.6m 0.00% Added +2.3k +2,346
23 HARBOUR INVESTMENTS, INC. 0.05% of their portfolio MADISON, WI 40,04440.0k $1.4m $1.4m 0.05% Reduced -10.1k -10,097
24 Pallas Capital Advisors LLC 0.06% of their portfolio BRAINTREE, MA 37,76537.8k $1.3m $1.3m 0.06% Reduced -626 -626
25 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 32,01032.0k $1.1m $1.1m 0.00% Added +2.7k +2,740
26 CITY HOLDING CO 0.16% of their portfolio CHARLESTON, WV 30,95030.9k $1.1m $1.1m 0.16% Unchanged
27 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 30,03030.0k $1.0m $1.0m 0.00% New
28 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 29,07729.1k $1.0m $1.0m 0.01% Reduced -469 -469
29 E&G Advisors, LLC 0.28% of their portfolio HOUSTON, TX 27,30027.3k $948.7k $948.7k 0.28% Unchanged
30 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 20,55520.6k $714.3k $714.3k 0.01% Reduced -6.9k -6,933
31 Tanglewood Legacy Advisors, LLC 0.33% of their portfolio HOUSTON, TX 19,97420.0k $694.1k $694.1k 0.33% Unchanged
32 Bouchey Financial Group, Ltd. 0.06% of their portfolio TROY, NY 19,58019.6k $680.0k $680.0k 0.06% Reduced -11 -11
33 Sunbelt Securities, Inc. 0.07% of their portfolio HOUSTON, TX 18,68018.7k $649.1k $649.1k 0.07% Unchanged
34 Aptus Capital Advisors, LLC 0.01% of their portfolio FAIRHOPE, AL 16,73516.7k $581.5k $581.5k 0.01% Unchanged
35 GUARDIAN WEALTH ADVISORS, LLC / NC 0.07% of their portfolio RALEIGH, NC 16,73516.7k $581.5k $581.5k 0.07% Unchanged
36 Grant Street Asset Management, Inc. 0.18% of their portfolio CANONSBURG, PA 16,40016.4k $569.9k $569.9k 0.18% Unchanged
37 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 14,40314.4k $501.0k $501.0k 0.00% Reduced -300 -300
38 Avidian Wealth Enterprises, LLC 0.02% of their portfolio Houston, TX 12,69312.7k $441.1k $441.1k 0.02% Unchanged
39 Integrity Financial Corp /WA 0.27% of their portfolio JACKSON, WY 12,38312.4k $430.3k $430.3k 0.27% Added +1.6k +1,636
40 Diligent Investors, LLC 0.11% of their portfolio REDLANDS, CA 12,30012.3k $427.4k $427.4k 0.11% Unchanged
41 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 11,68011.7k $405.9k $405.9k 0.00% New
42 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 11,65511.7k $405.0k $405.0k 0.00% New
43 WEALTHGARDEN F.S. LLC 0.39% of their portfolio EL SEGUNDO, CA 10,67510.7k $371.0k $371.0k 0.39% First filing
44 Keystone Wealth Services, LLC 0.10% of their portfolio PALM DESERT, CA 9,4349.4k $327.8k $327.8k 0.10% Unchanged
45 NorthCrest Asset Manangement, LLC 0.01% of their portfolio PLYMOUTH, MN 8,1458.1k $283.0k $283.0k 0.01% Unchanged
46 Insight Advisors, LLC/ PA 0.05% of their portfolio Newtown, PA 8,0088.0k $278.3k $278.3k 0.05% Reduced -6.0k -5,992
47 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 8,0008.0k $278.0k $278.0k 0.01% Unchanged
48 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 7,9748.0k $277.1k $277.1k 0.01% Unchanged
49 Chicago Partners Investment Group LLC 0.01% of their portfolio CHICAGO, IL 7,4187.4k $257.6k $257.6k 0.01% Unchanged
50 DHJJ Financial Advisors, Ltd. 0.11% of their portfolio NAPERVILLE, IL 7,3787.4k $256.4k $256.4k 0.11% Reduced -1.1k -1,110
51 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 7,1627.2k $248.9k $248.9k 0.00% Unchanged
52 TOWNSQUARE CAPITAL LLC 0.00% of their portfolio Lehi, UT 6,6716.7k $231.8k $231.8k 0.00% Unchanged
53 Financial Network Wealth Advisors LLC 0.17% of their portfolio MURRAY, UT 6,6716.7k $231.8k $231.8k 0.17% Unchanged
54 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 6,5646.6k $228.1k $228.1k 0.01% Reduced -1.6k -1,628
55 Bullseye Investment Management, LLC 0.14% of their portfolio CINCINNATI, OH 6,2006.2k $215.9k $215.9k 0.14% New
56 REAP Financial Group, LLC 0.06% of their portfolio AUSTIN, TX 5,9055.9k $205.2k $205.2k 0.06% Reduced -20 -20
57 Anfield Capital Management, LLC 0.10% of their portfolio IRVINE, CA 5,6595.7k $196.7k $196.7k 0.10% New
58 CoreCap Advisors, LLC 0.02% of their portfolio SOUTHFIELD, MI 5,6055.6k $194.8k $194.8k 0.02% Added +2.1k +2,124
59 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 3,9113.9k $135.9k $135.9k 0.00% New
60 UBS Group AG 0.00% of their portfolio ZURICH, V8 3,8593.9k $134.1k $134.1k 0.00% Added +3.1k +3,112
61 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.01% of their portfolio BIRMINGHAM, AL 2,6762.7k $93.0k $93.0k 0.01% Reduced -20 -20
62 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.02% of their portfolio INDIANAPOLIS, IN 2,2142.2k $76.9k $76.9k 0.02% New
63 Clear Point Advisors Inc. 0.05% of their portfolio MELVILLE, NY 1,7351.7k $60.3k $60.3k 0.05% Reduced -27.6k -27,602
64 Archer Investment Corp 0.02% of their portfolio Carmel, IN 1,7051.7k $59.2k $59.2k 0.02% Unchanged
65 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 1,6301.6k $56.6k $56.6k 0.00% Unchanged
66 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1,6061.6k $55.8k $55.8k 0.00% Unchanged
67 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 1,3251.3k $46.0k $46.0k 0.00% Unchanged
68 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 1,3041.3k $45.0k $45.0k 0.00% Unchanged
69 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,1141.1k $39.0k $39.0k 0.00% New
70 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.01% of their portfolio BLUE BELL, PA 807807 $28.0k $28.0k 0.01% Unchanged
71 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 400400 $13.9k $13.9k 0.00% Unchanged
72 Caitlin John, LLC 0.01% of their portfolio BRIGHTON, MI 347347 $12.1k $12.1k 0.01% Added +13 +13