Vault-13

FIRST TR EXCHNG TRADED FD VI GJUL

FT VEST US EQT · ETP · CUSIP 33740U661

101 institutional holders -2 vs Q3 2024
5,783,6535.8m shares reported held*
$212.1mreported value*
10 new 18 added 34 reduced 20 sold out net sold ≈ $26.9m (-733.8k 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 ≈ $36.68.

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

050100150Q3 23: 59Q4 23: 77Q1 24: 71Q2 24: 72Q3 24: 103Q4 24: 101101Q3 23Q4 23Q1 24Q2 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 202359
Q4 202377
Q1 202471
Q2 202472
Q3 2024103
Q4 2024101

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 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 24Q3 24: 77 bought or addedQ3 24: 16 cut or sold outQ3 24Q4 24: 28 bought or addedQ4 24: 54 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q4 20233928
Q1 20241943
Q2 20241736
Q3 20247716
Q4 20242854

Biggest buyers

DAGCO, INC. New +218,888+218.9k
LPL Financial LLC Added +116,078+116.1k
Ferguson Shapiro LLC Added +81,191+81.2k
OLD MISSION CAPITAL LLC Added +27,717+27.7k
Nvest Financial, LLC New +14,390+14.4k
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC New +14,155+14.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +14,028+14.0k
Focus Partners Wealth Added +10,474+10.5k
HRT FINANCIAL LP Added +8,874+8.9k
Spire Wealth Management New +7,627+7.6k

Biggest sellers

Lifestyle Asset Management, Inc. Reduced -474,638-474.6k
CARY STREET PARTNERS INVESTMENT ADVISORY LLC Sold out -172,924-172.9k
OSAIC HOLDINGS, INC. Reduced -125,225-125.2k
ALTFEST L J & CO INC Sold out -95,601-95.6k
OneDigital Investment Advisors LLC Reduced -56,510-56.5k
JANE STREET GROUP, LLC Reduced -46,352-46.4k
Bouchey Financial Group, Ltd. Sold out -35,270-35.3k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -32,744-32.7k
Cetera Investment Advisers Reduced -25,748-25.7k
JPMORGAN CHASE & CO Reduced -22,568-22.6k

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 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Ferguson Shapiro LLC 8.34% of their portfolio DECATUR, GA 613,969614.0k $22.5m $22.5m 8.34% Added +81.2k +81,191
2 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 536,425536.4k $19.7m $19.7m 0.01% First filing
3 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 358,739358.7k $13.2m $13.2m 0.00% Reduced -18.2k -18,152
4 IFP Advisors, Inc 0.41% of their portfolio TAMPA, FL 343,309343.3k $12.6m $12.6m 0.41% Reduced -5.4k -5,424
5 TRUIST FINANCIAL CORP 0.02% of their portfolio CHARLOTTE, NC 289,646289.6k $10.6m $10.6m 0.02% Reduced -9.0k -9,035
6 Americana Partners, LLC 0.39% of their portfolio Houston, TX 263,329263.3k $9.7m $9.7m 0.39% Reduced -9.1k -9,101
7 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 260,019260.0k $9.5m $9.5m 0.02% Reduced -125.2k -125,225
8 Janney Montgomery Scott LLC 0.03% of their portfolio PHILADELPHIA, PA 256,784256.8k $9.4m $9.4m 0.03% Reduced -6.3k -6,309
9 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 230,950230.9k $8.5m $8.5m 0.01% Reduced -32.7k -32,744
10 DAGCO, INC. 2.66% of their portfolio WESTLAKE, OH 218,888218.9k $8.0m $8.0m 2.66% New
11 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 198,003198.0k $7.3m $7.3m 0.04% Added +1.5k +1,493
12 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 181,644181.6k $6.7m $6.7m 0.01% Reduced -25.7k -25,748
13 Integrated Wealth Concepts LLC 0.07% of their portfolio WALTHAM, MA 166,158166.2k $6.1m $6.1m 0.07% Unchanged
14 CARY STREET PARTNERS FINANCIAL LLC 0.18% of their portfolio RICHMOND, VA 149,633149.6k $5.5m $5.5m 0.18% First filing
15 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 148,898148.9k $5.5m $5.5m 0.00% Added +116.1k +116,078
16 Schulz Wealth, LTD. 2.70% of their portfolio MANSFIELD, TX 95,79995.8k $3.5m $3.5m 2.70% Reduced -1.3k -1,261
17 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 94,08994.1k $3.5m $3.5m 0.01% Reduced -2.4k -2,438
18 STEPHENS INC /AR/ 0.05% of their portfolio LITTLE ROCK, AR 89,68089.7k $3.3m $3.3m 0.05% Reduced -2.0k -2,000
19 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.17% of their portfolio BIRMINGHAM, AL 82,80282.8k $3.1m $3.1m 0.17% Reduced -489 -489
20 SAGESPRING WEALTH PARTNERS, LLC 0.07% of their portfolio FRANKLIN, TN 67,32567.3k $2.5m $2.5m 0.07% First filing
21 Sunbelt Securities, Inc. 0.19% of their portfolio HOUSTON, TX 59,40859.4k $2.2m $2.2m 0.19% Reduced -942 -942
22 CITY HOLDING CO 0.25% of their portfolio CHARLESTON, WV 47,27547.3k $1.7m $1.7m 0.25% Unchanged
23 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 43,46943.5k $1.6m $1.6m 0.00% Added +14.0k +14,028
24 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 42,69142.7k $1.6m $1.6m 0.01% Reduced -7.5k -7,510
25 Avantra Family Wealth, Inc. 1.41% of their portfolio MECHANICSBURG, PA 41,17441.2k $1.5m $1.5m 1.41% First filing
26 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 40,99041.0k $1.5m $1.5m 0.01% Reduced -6.6k -6,644
27 Pallas Capital Advisors LLC 0.06% of their portfolio BRAINTREE, MA 40,08040.1k $1.5m $1.5m 0.06% Added +383 +383
28 Atria Wealth Solutions, Inc. 0.02% of their portfolio NEW YORK, NY 38,85038.9k $1.4m $1.4m 0.02% Added +739 +739
29 OLD MISSION CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 34,29034.3k $1.3m $1.3m 0.03% Added +27.7k +27,717
30 SILVER OAK SECURITIES, INCORPORATED 0.12% of their portfolio JACKSON, TN 34,00034.0k $1.2m $1.2m 0.12% Unchanged
31 WOLFF WIESE MAGANA LLC 0.71% of their portfolio CARSLBAD, CA 29,12729.1k $1.1m $1.1m 0.71% Reduced -609 -609
32 E&G Advisors, LLC 0.27% of their portfolio HOUSTON, TX 27,30027.3k $1.0m $1.0m 0.27% Unchanged
33 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 25,63425.6k $939.9k $939.9k 0.00% Reduced -22.6k -22,568
34 Wood Tarver Financial Group, LLC 0.30% of their portfolio BOISE, ID 24,77724.8k $908.0k $908.0k 0.30% First filing
35 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 23,55423.6k $863.6k $863.6k 0.00% Added +10.5k +10,474
36 CreativeOne Wealth, LLC 0.03% of their portfolio OVERLAND PARK, KS 22,28222.3k $817.0k $817.0k 0.03% Unchanged
37 Avidian Wealth Enterprises, LLC 0.04% of their portfolio Houston, TX 21,58121.6k $791.3k $791.3k 0.04% Unchanged
38 Diligent Investors, LLC 0.18% of their portfolio REDLANDS, CA 21,06521.1k $772.4k $772.4k 0.18% Reduced -500 -500
39 Tanglewood Legacy Advisors, LLC 0.33% of their portfolio HOUSTON, TX 20,80420.8k $762.8k $762.8k 0.33% Unchanged
40 Integrity Financial Corp /WA 0.42% of their portfolio JACKSON, WY 19,79719.8k $725.9k $725.9k 0.42% Added +1.0k +1,045
41 TOWNSQUARE CAPITAL LLC 0.01% of their portfolio Lehi, UT 17,88417.9k $655.7k $655.7k 0.01% Reduced -1 -1
42 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 16,81116.8k $616.0k $616.0k 0.00% Added +8.9k +8,874
43 Grant Street Asset Management, Inc. 0.16% of their portfolio CANONSBURG, PA 16,40016.4k $601.3k $601.3k 0.16% Unchanged
44 Keystone Wealth Services, LLC 0.15% of their portfolio PALM DESERT, CA 15,76815.8k $578.1k $578.1k 0.15% Unchanged
45 Aptus Capital Advisors, LLC 0.01% of their portfolio FAIRHOPE, AL 15,38515.4k $564.1k $564.1k 0.01% Reduced -1.4k -1,350
46 GUARDIAN WEALTH ADVISORS, LLC / NC 0.05% of their portfolio RALEIGH, NC 15,38515.4k $564.1k $564.1k 0.05% Reduced -1.4k -1,350
47 FOUNDERS FINANCIAL SECURITIES LLC 0.05% of their portfolio TOWSON, MD 14,62514.6k $536.2k $536.2k 0.05% Added +3.4k +3,428
48 Nvest Financial, LLC 0.27% of their portfolio PORTSMOUTH, NH 14,39014.4k $527.6k $527.6k 0.27% New
49 UPTICK PARTNERS, LLC 0.19% of their portfolio NACOGDOCHES, TX 14,38114.4k $527.3k $527.3k 0.19% Unchanged
50 FLAGSTAR SECURITIES, INC 0.13% of their portfolio New York, NY 14,22514.2k $521.6k $521.6k 0.13% Unchanged
51 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.04% of their portfolio ORLANDO, FL 14,15514.2k $518.5k $518.5k 0.04% New
52 Ignite Planners, LLC 0.11% of their portfolio SAN CLEMENTE, CA 13,82513.8k $509.6k $509.6k 0.11% Unchanged
53 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 12,00012.0k $440.0k $440.0k 0.00% Reduced -2.6k -2,596
54 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 11,62411.6k $426.2k $426.2k 0.01% Reduced -545 -545
55 Bison Wealth, LLC 0.05% of their portfolio ATLANTA, GA 11,30811.3k $414.6k $414.6k 0.05% First filing
56 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 11,21711.2k $411.3k $411.3k 0.00% Reduced -56.5k -56,510
57 Summit Wealth Partners, LLC 0.08% of their portfolio Orlando, FL 10,72310.7k $393.2k $393.2k 0.08% Reduced -1.2k -1,158
58 NORDEN GROUP LLC 0.04% of their portfolio PROVO, UT 10,43410.4k $382.6k $382.6k 0.04% Unchanged
59 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 10,23410.2k $375.2k $375.2k 0.00% Unchanged
60 FSB PREMIER WEALTH MANAGEMENT, INC. 0.14% of their portfolio WATERLOO, IA 9,8499.8k $361.1k $361.1k 0.14% Unchanged
61 Kestra Investment Management, LLC 0.01% of their portfolio AUSTIN, TX 9,7819.8k $358.6k $358.6k 0.01% Added +67 +67
62 Grantvest Financial Group LLC 0.39% of their portfolio MATAWAN, NJ 9,6029.6k $352.1k $352.1k 0.39% First filing
63 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 9,4689.5k $347.1k $347.1k 0.00% Added +804 +804
64 Beacon Financial Advisory LLC 0.11% of their portfolio CLEVELAND, OH 9,0709.1k $332.6k $332.6k 0.11% Unchanged
65 Lifestyle Asset Management, Inc. 0.18% of their portfolio FRIENDSWOOD, TX 9,0289.0k $331.0k $331.0k 0.18% Reduced -474.6k -474,638
66 PKS Advisory Services, LLC 0.08% of their portfolio ALBANY, NY 8,9959.0k $329.8k $329.8k 0.08% First filing
67 REAP Financial Group, LLC 0.08% of their portfolio AUSTIN, TX 8,9328.9k $327.5k $327.5k 0.08% Reduced -18 -18
68 CWC Advisors, LLC. 0.31% of their portfolio LAKE OSWEGO, OR 8,5508.6k $313.5k $313.5k 0.31% Reduced -17 -17
69 ORG Partners LLC 0.04% of their portfolio ROANOKE, IN 8,1508.2k $298.8k $298.8k 0.04% Added +4.2k +4,200
70 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 7,9748.0k $292.4k $292.4k 0.01% Unchanged
71 Spire Wealth Management 0.01% of their portfolio MCLEAN, VA 7,6277.6k $279.6k $279.6k 0.01% New
72 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 7,6267.6k $279.6k $279.6k 0.00% Reduced -415 -415
73 Chicago Partners Investment Group LLC 0.01% of their portfolio CHICAGO, IL 7,4187.4k $272.8k $272.8k 0.01% Unchanged
74 DHJJ Financial Advisors, Ltd. 0.10% of their portfolio NAPERVILLE, IL 7,3487.3k $269.4k $269.4k 0.10% Unchanged
75 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 7,3457.3k $269.3k $269.3k 0.00% Reduced -46.4k -46,352
76 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 7,2007.2k $264.0k $264.0k 0.01% New
77 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 7,1337.1k $261.5k $261.5k 0.01% Added +1.1k +1,095
78 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 6,7746.8k $252.5k $252.5k 0.00% Added +340 +340
79 NorthCrest Asset Manangement, LLC 0.01% of their portfolio PLYMOUTH, MN 6,5256.5k $239.2k $239.2k 0.01% Reduced -220 -220
80 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 6,3896.4k $234.0k $234.0k 0.01% New
81 Anfield Capital Management, LLC 0.08% of their portfolio IRVINE, CA 5,9275.9k $217.3k $217.3k 0.08% Unchanged
82 Arete Wealth Advisors, LLC 0.02% of their portfolio CHICAGO, IL 5,8005.8k $212.0k $212.0k 0.02% Unchanged
83 Archer Investment Corp 0.05% of their portfolio Carmel, IN 5,1345.1k $188.2k $188.2k 0.05% Reduced -1.5k -1,523
84 Financial Network Wealth Advisors LLC 0.34% of their portfolio MURRAY, UT 4,9925.0k $183.0k $183.0k 0.34% New
85 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 4,6754.7k $171.4k $171.4k 0.00% New
86 CREATIVE FINANCIAL DESIGNS INC /ADV 0.01% of their portfolio KOKOMO, IN 4,4334.4k $162.5k $162.5k 0.01% Unchanged
87 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.02% of their portfolio INDIANAPOLIS, IN 2,8632.9k $105.0k $105.0k 0.02% Added +597 +597
88 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 2,0162.0k $74.0k $74.0k 0.00% Unchanged
89 Murphy & Mullick Capital Management Corp 0.06% of their portfolio SMITHTOWN, NY 1,7501.8k $64.2k $64.2k 0.06% First filing
90 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 1,6301.6k $59.8k $59.8k 0.00% Unchanged
91 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1,6061.6k $58.9k $58.9k 0.00% Unchanged
92 Noble Wealth Management PBC 0.04% of their portfolio GREENWOOD VILLAGE, CO 1,5001.5k $55.0k $55.0k 0.04% First filing
93 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 1,4571.5k $53.4k $53.4k 0.00% Added +22 +22
94 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 1,1021.1k $40.4k $40.4k 0.00% Reduced -148 -148
95 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 1,1001.1k $40.3k $40.3k 0.00% New
96 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.01% of their portfolio BLUE BELL, PA 807807 $29.6k $29.6k 0.01% Unchanged
97 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 400400 $14.7k $14.7k 0.00% Unchanged
98 Caitlin John, LLC 0.01% of their portfolio BRIGHTON, MI 345345 $12.7k $12.7k 0.01% Reduced -1 -1
99 Continuum Advisory, LLC 0.00% of their portfolio EAGLE, ID 275275 $10.1k $10.1k 0.00% Unchanged
100 Capital A Wealth Management, LLC 0.00% of their portfolio CRANBERRY TWP, PA 3030 $1.1k $1.1k 0.00% First filing