Vault-13

FIRST TR EXCHNG TRADED FD VI GJUL

FT VEST US EQT · ETP · CUSIP 33740U661

103 institutional holders +7 vs Q1 2025
5,202,0625.2m shares reported held*
$201.1mreported value*
16 new 17 added 35 reduced 9 sold out net bought ≈ $18.4m (+475.1k 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 ≈ $38.66.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 23: 59Q4 23: 77Q1 24: 71Q2 24: 72Q3 24: 103Q4 24: 101Q1 25: 96Q2 25: 103103Q3 23Q1 24Q3 24Q1 25Q2 25
Numbers
QuarterHolders
Q3 202359
Q4 202377
Q1 202471
Q2 202472
Q3 2024103
Q4 2024101
Q1 202596
Q2 2025103

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 outQ2 24: 17 bought or addedQ2 24: 36 cut or sold outQ2 24Q3 24: 77 bought or addedQ3 24: 16 cut or sold outQ4 24: 28 bought or addedQ4 24: 54 cut or sold outQ4 24Q1 25: 16 bought or addedQ1 25: 53 cut or sold outQ2 25: 33 bought or addedQ2 25: 44 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q4 20233928
Q1 20241943
Q2 20241736
Q3 20247716
Q4 20242854
Q1 20251653
Q2 20253344

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +702,145+702.1k
Hartford Financial Management Inc. New +151,772+151.8k
LPL Financial LLC Added +97,874+97.9k
OLD MISSION CAPITAL LLC Added +18,000+18.0k
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC New +13,805+13.8k
Mutual Advisors, LLC New +12,393+12.4k
Ferguson Shapiro LLC Added +10,413+10.4k
XY Planning Network, Inc. New +8,396+8.4k
HRT FINANCIAL LP New +8,194+8.2k
Triumph Capital Management New +7,740+7.7k

Biggest sellers

CARY STREET PARTNERS FINANCIAL LLC Reduced -126,502-126.5k
STEPHENS INC /AR/ Reduced -67,475-67.5k
Cetera Investment Advisers Reduced -42,939-42.9k
Atria Wealth Solutions, Inc. Sold out -36,189-36.2k
JPMORGAN CHASE & CO Reduced -34,259-34.3k
IFP Advisors, Inc Reduced -33,807-33.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -31,366-31.4k
RAYMOND JAMES FINANCIAL INC Reduced -29,501-29.5k
FOUNDERS FINANCIAL SECURITIES LLC Sold out -28,328-28.3k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -22,170-22.2k

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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 1,061,3281.1m $41.1m $41.1m 0.01% Added +702.1k +702,145
2 Ferguson Shapiro LLC 8.10% of their portfolio DECATUR, GA 621,330621.3k $24.0m $24.0m 8.10% Added +10.4k +10,413
3 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 480,610480.6k $18.6m $18.6m 0.01% Reduced -29.5k -29,501
4 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 259,285259.3k $10.0m $10.0m 0.00% Added +97.9k +97,874
5 DAGCO, INC. 2.23% of their portfolio WESTLAKE, OH 206,708206.7k $8.0m $8.0m 2.23% Reduced -9.7k -9,702
6 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 206,463206.5k $8.0m $8.0m 0.01% Reduced -22.2k -22,170
7 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 202,263202.3k $7.8m $7.8m 0.01% Reduced -42.9k -42,939
8 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 190,892190.9k $7.4m $7.4m 0.01% Added +1.4k +1,353
9 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 184,951185.0k $7.2m $7.2m 0.01% Reduced -11.2k -11,199
10 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 184,246184.2k $7.1m $7.1m 0.03% Added +2.9k +2,859
11 Integrated Wealth Concepts LLC 0.06% of their portfolio WALTHAM, MA 166,158166.2k $6.4m $6.4m 0.06% Unchanged
12 Hartford Financial Management Inc. 1.61% of their portfolio WEST HARTFORD, CT 151,772151.8k $5.9m $5.9m 1.61% New
13 Americana Partners, LLC 0.18% of their portfolio Houston, TX 135,920135.9k $5.3m $5.3m 0.18% Reduced -18.9k -18,929
14 Schulz Wealth, LTD. 2.67% of their portfolio MANSFIELD, TX 92,24792.2k $3.6m $3.6m 2.67% Reduced -3.6k -3,552
15 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 92,11992.1k $3.6m $3.6m 0.01% Reduced -1.3k -1,268
16 Sunbelt Securities, Inc. 0.19% of their portfolio HOUSTON, TX 59,40859.4k $2.2m $2.2m 0.19% Added +925 +925
17 Kestra Investment Management, LLC 0.03% of their portfolio AUSTIN, TX 54,66254.7k $2.0m $2.0m 0.03% Reduced -294 -294
18 CITY HOLDING CO 0.24% of their portfolio CHARLESTON, WV 47,07547.1k $1.8m $1.8m 0.24% Reduced -200 -200
19 Avantra Family Wealth, Inc. 1.35% of their portfolio MECHANICSBURG, PA 42,23542.2k $1.6m $1.6m 1.35% Added +1.3k +1,285
20 OLD MISSION CAPITAL LLC 0.04% of their portfolio CHICAGO, IL 34,06734.1k $1.3m $1.3m 0.04% Added +18.0k +18,000
21 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 34,03134.0k $1.3m $1.3m 0.01% Reduced -2.3k -2,254
22 SILVER OAK SECURITIES, INCORPORATED 0.11% of their portfolio JACKSON, TN 34,00034.0k $1.3m $1.3m 0.11% Unchanged
23 WOLFF WIESE MAGANA LLC 0.70% of their portfolio CARSLBAD, CA 29,12729.1k $1.1m $1.1m 0.70% Unchanged
24 E&G Advisors, LLC 0.27% of their portfolio HOUSTON, TX 27,30027.3k $1.1m $1.1m 0.27% Unchanged
25 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 26,38326.4k $1.0m $1.0m 0.00% Added +7.7k +7,729
26 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 25,01825.0k $968.0k $968.0k 0.00% Unchanged
27 CreativeOne Wealth, LLC 0.02% of their portfolio OVERLAND PARK, KS 22,32022.3k $863.6k $863.6k 0.02% Added +38 +38
28 Integrity Financial Corp /WA 0.42% of their portfolio JACKSON, WY 21,27121.3k $823.0k $823.0k 0.42% Added +1.5k +1,474
29 Diligent Investors, LLC 0.19% of their portfolio REDLANDS, CA 21,06521.1k $815.0k $815.0k 0.19% Unchanged
30 Avidian Wealth Enterprises, LLC 0.03% of their portfolio Houston, TX 19,82619.8k $767.1k $767.1k 0.03% Unchanged
31 Keystone Wealth Services, LLC 0.15% of their portfolio PALM DESERT, CA 15,76815.8k $610.1k $610.1k 0.15% Unchanged
32 STEPHENS INC /AR/ 0.01% of their portfolio LITTLE ROCK, AR 14,30514.3k $553.5k $553.5k 0.01% Reduced -67.5k -67,475
33 UPTICK PARTNERS, LLC 0.16% of their portfolio NACOGDOCHES, TX 14,09514.1k $545.3k $545.3k 0.16% Unchanged
34 Nvest Financial, LLC 0.28% of their portfolio PORTSMOUTH, NH 13,86513.9k $536.4k $536.4k 0.28% Reduced -525 -525
35 Ignite Planners, LLC 0.09% of their portfolio SAN CLEMENTE, CA 13,82513.8k $542.9k $542.9k 0.09% Unchanged
36 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.04% of their portfolio ORLANDO, FL 13,80513.8k $534.1k $534.1k 0.04% New
37 Wood Tarver Financial Group, LLC 0.15% of their portfolio BOISE, ID 12,95813.0k $501.0k $501.0k 0.15% Added +2.1k +2,082
38 Tanglewood Legacy Advisors, LLC 0.21% of their portfolio HOUSTON, TX 12,94712.9k $500.9k $500.9k 0.21% Reduced -7.9k -7,857
39 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 12,57612.6k $486.6k $486.6k 0.00% Reduced -31.4k -31,366
40 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 12,39312.4k $490.1k $490.1k 0.01% New
41 CARY STREET PARTNERS FINANCIAL LLC 0.01% of their portfolio RICHMOND, VA 11,65411.7k $450.9k $450.9k 0.01% Reduced -126.5k -126,502
42 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 10,71210.7k $414.4k $414.4k 0.00% Unchanged
43 NORDEN GROUP LLC 0.04% of their portfolio PROVO, UT 10,43410.4k $403.7k $403.7k 0.04% Unchanged
44 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 9,95610.0k $385.2k $385.2k 0.00% Reduced -278 -278
45 FSB PREMIER WEALTH MANAGEMENT, INC. 0.14% of their portfolio WATERLOO, IA 9,8499.8k $381.1k $381.1k 0.14% Unchanged
46 Grantvest Financial Group LLC 0.28% of their portfolio MATAWAN, NJ 9,6029.6k $371.5k $371.5k 0.28% Unchanged
47 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 9,0009.0k $348.2k $348.2k 0.00% Reduced -5.6k -5,600
48 GUARDIAN WEALTH ADVISORS, LLC / NC 0.02% of their portfolio RALEIGH, NC 9,0009.0k $348.2k $348.2k 0.02% Reduced -5.6k -5,600
49 Bison Wealth, LLC 0.03% of their portfolio ATLANTA, GA 8,8948.9k $344.1k $344.1k 0.03% Unchanged
50 REAP Financial Group, LLC 0.08% of their portfolio AUSTIN, TX 8,8948.9k $344.1k $344.1k 0.08% Unchanged
51 PKS Advisory Services, LLC 0.08% of their portfolio ALBANY, NY 8,8158.8k $341.1k $341.1k 0.08% Unchanged
52 Pallas Capital Advisors LLC 0.01% of their portfolio BRAINTREE, MA 8,6008.6k $332.7k $332.7k 0.01% Reduced -15.6k -15,626
53 CWC Advisors, LLC. 0.17% of their portfolio LAKE OSWEGO, OR 8,5558.6k $331.0k $331.0k 0.17% Added +5 +5
54 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 8,4718.5k $327.7k $327.7k 0.00% Reduced -2.5k -2,496
55 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 8,4578.5k $327.2k $327.2k 0.01% Reduced -134 -134
56 GPS Wealth Strategies Group, LLC 0.04% of their portfolio CENTENNIAL, CO 8,4358.4k $326.4k $326.4k 0.04% Unchanged
57 XY Planning Network, Inc. 0.11% of their portfolio BOZEMAN, MT 8,3968.4k $324.8k $324.8k 0.11% New
58 Grant Street Asset Management, Inc. 0.07% of their portfolio CANONSBURG, PA 8,2008.2k $317.3k $317.3k 0.07% Reduced -8.2k -8,200
59 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 8,1948.2k $317.0k $317.0k 0.00% New
60 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 7,7917.8k $301.4k $301.4k 0.01% Unchanged
61 Triumph Capital Management 0.09% of their portfolio DENVER, CO 7,7407.7k $299.5k $299.5k 0.09% New
62 Chicago Partners Investment Group LLC 0.01% of their portfolio CHICAGO, IL 7,4187.4k $292.7k $292.7k 0.01% Unchanged
63 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 7,2007.2k $278.6k $278.6k 0.01% Unchanged
64 Madrona Financial Services, LLC 0.07% of their portfolio EVERETT, WA 7,0207.0k $271.6k $271.6k 0.07% New
65 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 6,7746.8k $262.1k $262.1k 0.00% Unchanged
66 NorthCrest Asset Manangement, LLC 0.01% of their portfolio PLYMOUTH, MN 6,5256.5k $254.1k $254.1k 0.01% New
67 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 6,4186.4k $248.3k $248.3k 0.00% Unchanged
68 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 6,3896.4k $247.0k $247.0k 0.01% Unchanged
69 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 5,9806.0k $231.0k $231.0k 0.00% Reduced -200 -200
70 Anfield Capital Management, LLC 0.08% of their portfolio IRVINE, CA 5,9275.9k $229.3k $229.3k 0.08% New
71 Arete Wealth Advisors, LLC 0.02% of their portfolio CHICAGO, IL 5,8005.8k $224.0k $224.0k 0.02% Unchanged
72 Spire Wealth Management 0.01% of their portfolio MCLEAN, VA 5,3455.3k $206.8k $206.8k 0.01% Reduced -333 -333
73 UBS Group AG 0.00% of their portfolio ZURICH, V8 5,3405.3k $206.6k $206.6k 0.00% Added +3.5k +3,454
74 INSIGNEO ADVISORY SERVICES, LLC 0.02% of their portfolio MIAMI, FL 5,3085.3k $205.4k $205.4k 0.02% New
75 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 5,2005.2k $201.2k $201.2k 0.00% New
76 Archer Investment Corp 0.05% of their portfolio Carmel, IN 5,1965.2k $201.0k $201.0k 0.05% Added +3.0k +3,012
77 Financial Network Wealth Advisors LLC 0.22% of their portfolio MURRAY, UT 4,6884.7k $181.4k $181.4k 0.22% Unchanged
78 DHJJ Financial Advisors, Ltd. 0.06% of their portfolio NAPERVILLE, IL 4,4364.4k $171.6k $171.6k 0.06% Reduced -2.9k -2,912
79 CREATIVE FINANCIAL DESIGNS INC /ADV 0.01% of their portfolio KOKOMO, IN 4,4334.4k $171.5k $171.5k 0.01% Unchanged
80 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 4,2404.2k $164.0k $164.0k 0.00% Added +13 +13
81 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 3,5963.6k $139.1k $139.1k 0.00% Added +3.6k +3,580
82 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 2,9332.9k $113.5k $113.5k 0.00% Reduced -2.6k -2,630
83 Icon Wealth Advisors, LLC 0.01% of their portfolio HOUSTON, TX 2,6462.6k $102.4k $102.4k 0.01% New
84 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 2,3462.3k $90.8k $90.8k 0.00% Reduced -7.3k -7,304
85 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 2,0782.1k $80.4k $80.4k 0.00% New
86 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 2,0162.0k $78.0k $78.0k 0.00% Unchanged
87 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 1,9972.0k $77.2k $77.2k 0.00% Reduced -33.8k -33,807
88 Kilter Group LLC 0.03% of their portfolio RHINEBECK, NY 1,9862.0k $76.8k $76.8k 0.03% New
89 Murphy & Mullick Capital Management Corp 0.06% of their portfolio SMITHTOWN, NY 1,7501.8k $67.7k $67.7k 0.06% Unchanged
90 ORG Partners LLC 0.01% of their portfolio ROANOKE, IN 1,7001.7k $65.7k $65.7k 0.01% Reduced -4.0k -3,950
91 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 1,6301.6k $63.1k $63.1k 0.00% Unchanged
92 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1,6061.6k $62.1k $62.1k 0.00% Unchanged
93 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 1,1001.1k $42.6k $42.6k 0.00% Reduced -1.1k -1,100
94 EVOLUTION WEALTH MANAGEMENT INC. 0.05% of their portfolio FORT MYERS, FL 976976 $37.8k $37.8k 0.05% First filing
95 Abound Wealth Management 0.01% of their portfolio FRANKLIN, TN 920920 $35.6k $35.6k 0.01% New
96 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.01% of their portfolio BLUE BELL, PA 807807 $31.2k $31.2k 0.01% Unchanged
97 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 599599 $23.2k $23.2k 0.00% Reduced -80 -80
98 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 573573 $22.2k $22.2k 0.00% Reduced -529 -529
99 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 400400 $15.5k $15.5k 0.00% Unchanged
100 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 325325 $12.6k $12.6k 0.00% New