Vault-13

FIRST TR EXCHNG TRADED FD VI GJUL

FT VEST US EQT · ETP · CUSIP 33740U661

96 institutional holders -5 vs Q4 2024
4,726,9404.7m shares reported held*
$169.9mreported value*
5 new 11 added 43 reduced 10 sold out net sold ≈ $38.0m (-1.1m 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 ≈ $35.95.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 23: 59Q4 23: 77Q1 24: 71Q2 24: 72Q3 24: 103Q4 24: 101Q1 25: 9696Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202359
Q4 202377
Q1 202471
Q2 202472
Q3 2024103
Q4 2024101
Q1 202596

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 24Q1 25: 16 bought or addedQ1 25: 53 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q4 20233928
Q1 20241943
Q2 20241736
Q3 20247716
Q4 20242854
Q1 20251653

Biggest buyers

Cetera Investment Advisers Added +63,558+63.6k
Kestra Investment Management, LLC Added +45,175+45.2k
FOUNDERS FINANCIAL SECURITIES LLC Added +13,703+13.7k
LPL Financial LLC Added +12,513+12.5k
JPMORGAN CHASE & CO Added +8,625+8.6k
GPS Wealth Strategies Group, LLC New +8,435+8.4k
PARK AVENUE SECURITIES LLC New +6,180+6.2k
Mariner, LLC New +5,759+5.8k
BARCLAYS PLC Added +4,106+4.1k
UBS Group AG New +1,886+1.9k

Biggest sellers

IFP Advisors, Inc Reduced -307,505-307.5k
Janney Montgomery Scott LLC Reduced -238,130-238.1k
Americana Partners, LLC Reduced -108,480-108.5k
TRUIST FINANCIAL CORP Reduced -100,107-100.1k
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Reduced -82,802-82.8k
SAGESPRING WEALTH PARTNERS, LLC Sold out -67,325-67.3k
OSAIC HOLDINGS, INC. Reduced -63,869-63.9k
RAYMOND JAMES FINANCIAL INC Reduced -26,314-26.3k
OLD MISSION CAPITAL LLC Reduced -18,223-18.2k
MML INVESTORS SERVICES, LLC Reduced -17,673-17.7k

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, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Ferguson Shapiro LLC 8.17% of their portfolio DECATUR, GA 610,917610.9k $22.0m $22.0m 8.17% Reduced -3.1k -3,052
2 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 510,111510.1k $18.3m $18.3m 0.01% Reduced -26.3k -26,314
3 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 359,183359.2k $12.9m $12.9m 0.00% Added +444 +444
4 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 245,202245.2k $8.8m $8.8m 0.02% Added +63.6k +63,558
5 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 228,633228.6k $8.2m $8.2m 0.01% Reduced -2.3k -2,317
6 DAGCO, INC. 2.52% of their portfolio WESTLAKE, OH 216,410216.4k $7.8m $7.8m 2.52% Reduced -2.5k -2,478
7 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 196,150196.2k $7.1m $7.1m 0.02% Reduced -63.9k -63,869
8 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 189,539189.5k $6.8m $6.8m 0.01% Reduced -100.1k -100,107
9 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 181,387181.4k $6.5m $6.5m 0.03% Reduced -16.6k -16,616
10 Integrated Wealth Concepts LLC 0.07% of their portfolio WALTHAM, MA 166,158166.2k $6.0m $6.0m 0.07% Unchanged
11 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 161,411161.4k $5.8m $5.8m 0.00% Added +12.5k +12,513
12 Americana Partners, LLC 0.22% of their portfolio Houston, TX 154,849154.8k $5.6m $5.6m 0.22% Reduced -108.5k -108,480
13 CARY STREET PARTNERS FINANCIAL LLC 0.16% of their portfolio RICHMOND, VA 138,156138.2k $5.0m $5.0m 0.16% Reduced -11.5k -11,477
14 Schulz Wealth, LTD. 2.63% of their portfolio MANSFIELD, TX 95,79995.8k $3.4m $3.4m 2.63% Unchanged
15 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 93,38793.4k $3.4m $3.4m 0.01% Reduced -702 -702
16 STEPHENS INC /AR/ 0.04% of their portfolio LITTLE ROCK, AR 81,78081.8k $2.9m $2.9m 0.04% Reduced -7.9k -7,900
17 Sunbelt Securities, Inc. 0.19% of their portfolio HOUSTON, TX 58,48358.5k $2.1m $2.1m 0.19% Reduced -925 -925
18 Kestra Investment Management, LLC 0.03% of their portfolio AUSTIN, TX 54,95655.0k $2.0m $2.0m 0.03% Added +45.2k +45,175
19 CITY HOLDING CO 0.24% of their portfolio CHARLESTON, WV 47,27547.3k $1.7m $1.7m 0.24% Unchanged
20 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 43,94243.9k $1.6m $1.6m 0.00% Added +473 +473
21 Avantra Family Wealth, Inc. 1.41% of their portfolio MECHANICSBURG, PA 40,95041.0k $1.5m $1.5m 1.41% Reduced -224 -224
22 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 36,28536.3k $1.3m $1.3m 0.01% Reduced -4.7k -4,705
23 Atria Wealth Solutions, Inc. 0.02% of their portfolio NEW YORK, NY 36,18936.2k $1.3m $1.3m 0.02% Reduced -2.7k -2,661
24 IFP Advisors, Inc 0.04% of their portfolio TAMPA, FL 35,80435.8k $1.3m $1.3m 0.04% Reduced -307.5k -307,505
25 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 34,25934.3k $1.2m $1.2m 0.00% Added +8.6k +8,625
26 SILVER OAK SECURITIES, INCORPORATED 0.11% of their portfolio JACKSON, TN 34,00034.0k $1.2m $1.2m 0.11% Unchanged
27 WOLFF WIESE MAGANA LLC 0.71% of their portfolio CARSLBAD, CA 29,12729.1k $1.0m $1.0m 0.71% Unchanged
28 FOUNDERS FINANCIAL SECURITIES LLC 0.09% of their portfolio TOWSON, MD 28,32828.3k $1.0m $1.0m 0.09% Added +13.7k +13,703
29 E&G Advisors, LLC 0.28% of their portfolio HOUSTON, TX 27,30027.3k $981.4k $981.4k 0.28% Unchanged
30 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 25,01825.0k $899.0k $899.0k 0.00% Reduced -17.7k -17,673
31 Pallas Capital Advisors LLC 0.04% of their portfolio BRAINTREE, MA 24,22624.2k $870.9k $870.9k 0.04% Reduced -15.9k -15,854
32 CreativeOne Wealth, LLC 0.02% of their portfolio OVERLAND PARK, KS 22,28222.3k $801.0k $801.0k 0.02% Unchanged
33 Diligent Investors, LLC 0.18% of their portfolio REDLANDS, CA 21,06521.1k $757.3k $757.3k 0.18% Unchanged
34 Tanglewood Legacy Advisors, LLC 0.33% of their portfolio HOUSTON, TX 20,80420.8k $747.9k $747.9k 0.33% Unchanged
35 Avidian Wealth Enterprises, LLC 0.03% of their portfolio Houston, TX 19,82619.8k $712.7k $712.7k 0.03% Reduced -1.8k -1,755
36 Integrity Financial Corp /WA 0.40% of their portfolio JACKSON, WY 19,79719.8k $711.7k $711.7k 0.40% Unchanged
37 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 18,65418.7k $671.0k $671.0k 0.00% Reduced -238.1k -238,130
38 TOWNSQUARE CAPITAL LLC 0.01% of their portfolio Lehi, UT 16,62316.6k $597.6k $597.6k 0.01% Reduced -1.3k -1,261
39 Grant Street Asset Management, Inc. 0.14% of their portfolio CANONSBURG, PA 16,40016.4k $589.6k $589.6k 0.14% Unchanged
40 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 16,06716.1k $577.6k $577.6k 0.01% Reduced -18.2k -18,223
41 Keystone Wealth Services, LLC 0.15% of their portfolio PALM DESERT, CA 15,76815.8k $566.8k $566.8k 0.15% Unchanged
42 Aptus Capital Advisors, LLC 0.01% of their portfolio FAIRHOPE, AL 14,60014.6k $524.9k $524.9k 0.01% Reduced -785 -785
43 GUARDIAN WEALTH ADVISORS, LLC / NC 0.04% of their portfolio RALEIGH, NC 14,60014.6k $524.9k $524.9k 0.04% Reduced -785 -785
44 Nvest Financial, LLC 0.28% of their portfolio PORTSMOUTH, NH 14,39014.4k $517.3k $517.3k 0.28% Unchanged
45 FLAGSTAR SECURITIES, INC 0.13% of their portfolio New York, NY 14,31414.3k $514.6k $514.6k 0.13% Added +89 +89
46 UPTICK PARTNERS, LLC 0.17% of their portfolio NACOGDOCHES, TX 14,09514.1k $506.7k $506.7k 0.17% Reduced -286 -286
47 Ignite Planners, LLC 0.10% of their portfolio SAN CLEMENTE, CA 13,82513.8k $497.6k $497.6k 0.10% Unchanged
48 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 10,96711.0k $394.2k $394.2k 0.00% Reduced -250 -250
49 Wood Tarver Financial Group, LLC 0.13% of their portfolio BOISE, ID 10,87610.9k $391.0k $391.0k 0.13% Reduced -13.9k -13,901
50 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 10,71210.7k $385.1k $385.1k 0.00% Reduced -12.8k -12,842
51 NORDEN GROUP LLC 0.04% of their portfolio PROVO, UT 10,43410.4k $375.1k $375.1k 0.04% Unchanged
52 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 10,23410.2k $367.9k $367.9k 0.00% Unchanged
53 FSB PREMIER WEALTH MANAGEMENT, INC. 0.14% of their portfolio WATERLOO, IA 9,8499.8k $354.1k $354.1k 0.14% Unchanged
54 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 9,6509.7k $346.9k $346.9k 0.01% Reduced -2.0k -1,974
55 Grantvest Financial Group LLC 0.28% of their portfolio MATAWAN, NJ 9,6029.6k $345.2k $345.2k 0.28% Unchanged
56 Beacon Financial Advisory LLC 0.10% of their portfolio CLEVELAND, OH 9,0709.1k $326.1k $326.1k 0.10% Unchanged
57 Bison Wealth, LLC 0.03% of their portfolio ATLANTA, GA 8,8948.9k $319.7k $319.7k 0.03% Reduced -2.4k -2,414
58 REAP Financial Group, LLC 0.08% of their portfolio AUSTIN, TX 8,8948.9k $319.7k $319.7k 0.08% Reduced -38 -38
59 PKS Advisory Services, LLC 0.09% of their portfolio ALBANY, NY 8,8158.8k $316.9k $316.9k 0.09% Reduced -180 -180
60 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 8,5918.6k $308.8k $308.8k 0.01% Added +1.5k +1,458
61 CWC Advisors, LLC. 0.17% of their portfolio LAKE OSWEGO, OR 8,5508.6k $307.4k $307.4k 0.17% Unchanged
62 GPS Wealth Strategies Group, LLC 0.04% of their portfolio CENTENNIAL, CO 8,4358.4k $303.2k $303.2k 0.04% New
63 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 7,7917.8k $280.1k $280.1k 0.01% Reduced -183 -183
64 Chicago Partners Investment Group LLC 0.01% of their portfolio CHICAGO, IL 7,4187.4k $267.3k $267.3k 0.01% Unchanged
65 DHJJ Financial Advisors, Ltd. 0.11% of their portfolio NAPERVILLE, IL 7,3487.3k $264.2k $264.2k 0.11% Unchanged
66 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 7,2007.2k $258.8k $258.8k 0.01% Unchanged
67 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 6,8076.8k $244.7k $244.7k 0.00% Reduced -2.7k -2,661
68 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 6,7746.8k $243.5k $243.5k 0.00% Unchanged
69 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 6,4186.4k $230.7k $230.7k 0.00% Reduced -1.2k -1,208
70 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 6,3896.4k $230.0k $230.0k 0.01% Unchanged
71 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 6,1806.2k $222.0k $222.0k 0.00% New
72 Arete Wealth Advisors, LLC 0.02% of their portfolio CHICAGO, IL 5,8005.8k $208.0k $208.0k 0.02% Unchanged
73 Mariner, LLC 0.00% of their portfolio Overland Park, KS 5,7595.8k $207.0k $207.0k 0.00% New
74 Spire Wealth Management 0.01% of their portfolio MCLEAN, VA 5,6785.7k $204.1k $204.1k 0.01% Reduced -1.9k -1,949
75 ORG Partners LLC 0.05% of their portfolio ROANOKE, IN 5,6505.7k $203.5k $203.5k 0.05% Reduced -2.5k -2,500
76 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 5,5635.6k $200.0k $200.0k 0.00% Added +4.1k +4,106
77 Financial Network Wealth Advisors LLC 0.22% of their portfolio MURRAY, UT 4,6884.7k $168.5k $168.5k 0.22% Reduced -304 -304
78 CREATIVE FINANCIAL DESIGNS INC /ADV 0.01% of their portfolio KOKOMO, IN 4,4334.4k $159.4k $159.4k 0.01% Unchanged
79 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 4,2274.2k $152.0k $152.0k 0.00% Reduced -7.8k -7,773
80 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 3,3893.4k $121.8k $121.8k 0.00% Reduced -1.3k -1,286
81 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 2,2002.2k $79.1k $79.1k 0.00% Added +1.1k +1,100
82 Archer Investment Corp 0.02% of their portfolio Carmel, IN 2,1842.2k $78.5k $78.5k 0.02% Reduced -3.0k -2,950
83 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 2,0162.0k $72.0k $72.0k 0.00% Unchanged
84 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,8861.9k $67.8k $67.8k 0.00% New
85 Murphy & Mullick Capital Management Corp 0.06% of their portfolio SMITHTOWN, NY 1,7501.8k $62.9k $62.9k 0.06% Unchanged
86 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 1,6301.6k $58.6k $58.6k 0.00% Unchanged
87 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1,6061.6k $57.7k $57.7k 0.00% Unchanged
88 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 1,1021.1k $39.6k $39.6k 0.00% Unchanged
89 Noble Wealth Management PBC 0.02% of their portfolio GREENWOOD VILLAGE, CO 950950 $34.2k $34.2k 0.02% Reduced -550 -550
90 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.01% of their portfolio BLUE BELL, PA 807807 $29.0k $29.0k 0.01% Unchanged
91 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 679679 $24.5k $24.5k 0.00% New
92 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 400400 $14.7k $14.7k 0.00% Unchanged
93 Continuum Advisory, LLC 0.00% of their portfolio EAGLE, ID 275275 $9.9k $9.9k 0.00% Unchanged
94 Capital A Wealth Management, LLC 0.00% of their portfolio CRANBERRY TWP, PA 3030 $1.1k $1.1k 0.00% Unchanged
95 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1616 $575 $575 0.00% Unchanged
96 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Reduced -82.8k -82,802