Vault-13

FIRST TR EXCHNG TRADED FD VI GJUL

FT VEST US EQT · ETP · CUSIP 33740U661

129 institutional holders -13 vs Q3 2025
6,021,7246.0m shares reported held*
$248.9mreported value*
11 new 19 added 51 reduced 27 sold out net sold ≈ $153.4m (-3.7m 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 ($864.9k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $41.33.

Trends to Q4 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: 103Q3 25: 142Q4 25: 129129Q3 23Q1 24Q3 24Q1 25Q3 25Q4 25
Numbers
QuarterHolders
Q3 202359
Q4 202377
Q1 202471
Q2 202472
Q3 2024103
Q4 2024101
Q1 202596
Q2 2025103
Q3 2025142
Q4 2025129

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 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 25Q3 25: 87 bought or addedQ3 25: 30 cut or sold outQ4 25: 30 bought or addedQ4 25: 78 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20241943
Q2 20241736
Q3 20247716
Q4 20242854
Q1 20251653
Q2 20253344
Q3 20258730
Q4 20253078

Biggest buyers

Kovack Advisors, Inc. New +21,219+21.2k
Vestmark Advisory Solutions, Inc. New +20,557+20.6k
ROYAL BANK OF CANADA Added +15,138+15.1k
LPL Financial LLC Added +10,243+10.2k
CITADEL ADVISORS LLC Added +10,204+10.2k
NEW WAVE WEALTH ADVISORS LLC Added +9,746+9.7k
MBL Wealth, LLC New +8,000+8.0k
McKinley Carter Wealth Services, Inc. New +7,727+7.7k
MML INVESTORS SERVICES, LLC Added +7,218+7.2k
ENVESTNET ASSET MANAGEMENT INC Added +5,942+5.9k

Biggest sellers

AE Wealth Management LLC Reduced -1,485,326-1.5m
Ferguson Shapiro LLC Reduced -589,584-589.6k
RAYMOND JAMES FINANCIAL INC Reduced -359,702-359.7k
Archer Investment Corp Reduced -317,746-317.7k
Wellment Financial Sold out -183,892-183.9k
Outlook Wealth Advisors, LLC Sold out -129,108-129.1k
SAGESPRING WEALTH PARTNERS, LLC Sold out -122,043-122.0k
OSAIC HOLDINGS, INC. Reduced -107,076-107.1k
Lloyd Advisory Services, LLC. Reduced -104,202-104.2k
SMART Wealth LLC Sold out -41,076-41.1k

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, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 1,108,2621.1m $45.8m $45.8m 0.01% Reduced -359.7k -359,702
2 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 681,768681.8k $28.2m $28.2m 0.04% Reduced -107.1k -107,076
3 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 432,555432.6k $17.9m $17.9m 0.02% Reduced -18.6k -18,596
4 NEW WAVE WEALTH ADVISORS LLC 5.70% of their portfolio SPRINGDALE, AR 376,737376.7k $15.6m $15.6m 5.70% Added +9.7k +9,746
5 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 314,413314.4k $13.0m $13.0m 0.00% Added +5.9k +5,942
6 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 266,477266.5k $11.0m $11.0m 0.00% Added +10.2k +10,243
7 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 237,546237.5k $9.8m $9.8m 0.01% Reduced -5.1k -5,065
8 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 198,496198.5k $8.2m $8.2m 0.03% Added +5.0k +4,964
9 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 194,422194.4k $8.0m $8.0m 0.01% Added +1.9k +1,923
10 DAGCO, INC. 1.71% of their portfolio WESTLAKE, OH 178,887178.9k $7.4m $7.4m 1.71% Reduced -4.5k -4,503
11 Americana Partners, LLC 0.20% of their portfolio Houston, TX 174,410174.4k $7.2m $7.2m 0.20% Reduced -25.1k -25,051
12 Integrated Wealth Concepts LLC 0.08% of their portfolio WALTHAM, MA 166,158166.2k $6.9m $6.9m 0.08% Unchanged
13 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 114,490114.5k $4.7m $4.7m 0.01% Added +7.2k +7,218
14 Schulz Wealth, LTD. 2.68% of their portfolio MANSFIELD, TX 101,095101.1k $4.2m $4.2m 2.68% Unchanged
15 Sunbelt Securities, Inc. 0.27% of their portfolio HOUSTON, TX 98,08698.1k $4.1m $4.1m 0.27% Reduced -2.5k -2,500
16 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 85,24085.2k $3.5m $3.5m 0.01% Reduced -2.9k -2,871
17 PARK AVENUE SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 53,60453.6k $2.2m $2.2m 0.02% Unchanged
18 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 48,17048.2k $2.0m $2.0m 0.00% Reduced -4.2k -4,158
19 CITY HOLDING CO 0.24% of their portfolio CHARLESTON, WV 47,77547.8k $2.0m $2.0m 0.24% Reduced -600 -600
20 Avantra Family Wealth, Inc. 1.29% of their portfolio MECHANICSBURG, PA 43,03243.0k $1.8m $1.8m 1.29% Added +762 +762
21 CreativeOne Wealth, LLC 0.04% of their portfolio OVERLAND PARK, KS 42,18342.2k $1.7m $1.7m 0.04% Reduced -122 -122
22 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 40,80440.8k $1.7m $1.7m 0.00% Reduced -5.9k -5,876
23 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.08% of their portfolio Westlake, OH 34,00034.0k $1.4m $1.4m 0.08% Unchanged
24 Ferguson Shapiro LLC 0.42% of their portfolio DECATUR, GA 33,23233.2k $1.4m $1.4m 0.42% Reduced -589.6k -589,584
25 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 33,21533.2k $1.4m $1.4m 0.00% Reduced -245 -245
26 Kestra Investment Management, LLC 0.03% of their portfolio AUSTIN, TX 31,81331.8k $1.3m $1.3m 0.03% Added +2.6k +2,648
27 Wood Tarver Financial Group, LLC 0.34% of their portfolio BOISE, ID 29,49129.5k $1.2m $1.2m 0.34% Reduced -12 -12
28 OLD MISSION CAPITAL LLC 0.05% of their portfolio CHICAGO, IL 28,57928.6k $1.2m $1.2m 0.05% Reduced -13.9k -13,912
29 E&G Advisors, LLC 0.25% of their portfolio HOUSTON, TX 27,20027.2k $1.1m $1.1m 0.25% Unchanged
30 Diligent Investors, LLC 0.27% of their portfolio REDLANDS, CA 26,49326.5k $1.1m $1.1m 0.27% Reduced -122 -122
31 MAI Capital Management 0.01% of their portfolio INDEPENDENCE, OH 23,97324.0k $990.8k $990.8k 0.01% Reduced -5.8k -5,791
32 HBW ADVISORY SERVICES LLC 0.10% of their portfolio SIMI VALLEY, CA 22,37922.4k $924.9k $924.9k 0.10% Reduced -2.5k -2,540
33 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.01% of their portfolio IRVING, TX 21,94721.9k $907.1k $907.1k 0.01% Unchanged
34 Kovack Advisors, Inc. 0.04% of their portfolio FT. LAUDERDALE, FL 21,21921.2k $877.0k $877.0k 0.04% New
35 Vestmark Advisory Solutions, Inc. 0.01% of their portfolio Wakefield, MA 20,55720.6k $849.6k $849.6k 0.01% New
36 ELEVATION POINT WEALTH PARTNERS, LLC 0.04% of their portfolio DENVER, CO 20,55720.6k $849.6k $849.6k 0.04% Unchanged
37 Avidian Wealth Enterprises, LLC 0.03% of their portfolio Houston, TX 19,82619.8k $819.4k $819.4k 0.03% Unchanged
38 Integrity Financial Corp /WA 0.39% of their portfolio JACKSON, WY 18,82718.8k $778.1k $778.1k 0.39% Unchanged
39 ORG Partners LLC 0.13% of their portfolio ROANOKE, IN 18,35018.4k $758.4k $758.4k 0.13% Reduced -6.5k -6,500
40 DAYMARK WEALTH PARTNERS, LLC 0.02% of their portfolio CINCINNATI, OH 18,20818.2k $752.6k $752.6k 0.02% Reduced -178 -178
41 Tanglewood Legacy Advisors, LLC 0.28% of their portfolio HOUSTON, TX 17,94317.9k $741.6k $741.6k 0.28% Unchanged
42 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 17,72517.7k $732.6k $732.6k 0.00% Added +10.2k +10,204
43 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 17,54617.5k $725.2k $725.2k 0.01% Reduced -650 -650
44 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 17,19617.2k $710.7k $710.7k 0.00% Reduced -1.5m -1,485,326
45 UPTICK PARTNERS, LLC 0.15% of their portfolio NACOGDOCHES, TX 16,82416.8k $695.3k $695.3k 0.15% Reduced -55 -55
46 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 15,26715.3k $631.0k $631.0k 0.00% Added +15.1k +15,138
47 Keating Financial Advisory Services, Inc. 0.08% of their portfolio MANHATTAN, KS 14,97915.0k $619.1k $619.1k 0.08% First filing
48 Nvest Financial, LLC 0.24% of their portfolio PORTSMOUTH, NH 13,86513.9k $573.0k $573.0k 0.24% Added +2.0k +1,970
49 CREATIVE FINANCIAL DESIGNS INC /ADV 0.04% of their portfolio KOKOMO, IN 13,69313.7k $565.9k $565.9k 0.04% Unchanged
50 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 12,39312.4k $512.2k $512.2k 0.01% Unchanged
51 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 11,56011.6k $477.8k $477.8k 0.00% Reduced -1.1k -1,100
52 FSB PREMIER WEALTH MANAGEMENT, INC. 0.15% of their portfolio WATERLOO, IA 11,52811.5k $476.5k $476.5k 0.15% Reduced -1 -1
53 Great Lakes Retirement, Inc. 0.05% of their portfolio SANDUSKY, OH 11,31111.3k $467.5k $467.5k 0.05% Reduced -2.5k -2,477
54 Hartford Financial Management Inc. 0.12% of their portfolio WEST HARTFORD, CT 11,06911.1k $457.5k $457.5k 0.12% Reduced -25.6k -25,638
55 Patriot Financial Group Insurance Agency, LLC 0.05% of their portfolio Westborough, MA 10,96011.0k $453.0k $453.0k 0.05% Reduced -600 -600
56 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 10,56810.6k $436.0k $436.0k 0.00% Added +2.5k +2,484
57 NORDEN GROUP LLC 0.04% of their portfolio PROVO, UT 10,43410.4k $431.2k $431.2k 0.04% Unchanged
58 Alpha Financial Partners LLC 0.25% of their portfolio LEXINGTON, KY 9,97010.0k $412.1k $412.1k 0.25% Added +4.5k +4,547
59 CARY STREET PARTNERS FINANCIAL LLC 0.01% of their portfolio RICHMOND, VA 9,9509.9k $411.2k $411.2k 0.01% Reduced -2.0k -1,979
60 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 9,8129.8k $405.5k $405.5k 0.00% Unchanged
61 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 9,7579.8k $403.3k $403.3k 0.01% Reduced -1.7k -1,682
62 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 9,2949.3k $384.1k $384.1k 0.00% Added +823 +823
63 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 9,0669.1k $374.7k $374.7k 0.01% Unchanged
64 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 9,0349.0k $373.4k $373.4k 0.01% Added +361 +361
65 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 9,0009.0k $372.0k $372.0k 0.00% Unchanged
66 GUARDIAN WEALTH ADVISORS, LLC / NC 0.02% of their portfolio RALEIGH, NC 9,0009.0k $372.0k $372.0k 0.02% Unchanged
67 REAP Financial Group, LLC 0.08% of their portfolio AUSTIN, TX 8,9729.0k $370.8k $370.8k 0.08% Reduced -3.1k -3,064
68 Archer Investment Corp 0.08% of their portfolio Carmel, IN 8,6888.7k $359.1k $359.1k 0.08% Reduced -317.7k -317,746
69 Bouchey Financial Group, Ltd. 0.03% of their portfolio TROY, NY 8,6138.6k $356.0k $356.0k 0.03% Reduced -180 -180
70 XY Planning Network, Inc. 0.06% of their portfolio BOZEMAN, MT 8,3968.4k $347.0k $347.0k 0.06% Unchanged
71 Brookstone Capital Management 0.00% of their portfolio WHEATON, IL 8,2168.2k $339.6k $339.6k 0.00% Reduced -14 -14
72 MBL Wealth, LLC 0.03% of their portfolio CHARLOTTE, NC 8,0008.0k $330.6k $330.6k 0.03% New
73 Pallas Capital Advisors LLC 0.01% of their portfolio BRAINTREE, MA 7,9908.0k $330.2k $330.2k 0.01% Reduced -92 -92
74 Sequent Planning LLC 0.08% of their portfolio OMAHA, NE 7,9467.9k $328.4k $328.4k 0.08% Reduced -590 -590
75 NorthCrest Asset Manangement, LLC 0.01% of their portfolio PLYMOUTH, MN 7,8497.8k $325.1k $325.1k 0.01% Unchanged
76 McKinley Carter Wealth Services, Inc. 0.02% of their portfolio WHEELING, WV 7,7277.7k $319.4k $319.4k 0.02% New
77 Chicago Partners Investment Group LLC 0.01% of their portfolio CHICAGO, IL 7,4187.4k $308.2k $308.2k 0.01% Unchanged
78 Ergawealth Advisors, Inc. 0.14% of their portfolio OAK BROOK, IL 7,3697.4k $304.6k $304.6k 0.14% Unchanged
79 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 7,2067.2k $297.8k $297.8k 0.00% Reduced -6.7k -6,726
80 Madrona Financial Services, LLC 0.06% of their portfolio EVERETT, WA 7,0207.0k $290.1k $290.1k 0.06% Unchanged
81 PKS Advisory Services, LLC 0.06% of their portfolio ALBANY, NY 6,8576.9k $283.4k $283.4k 0.06% Unchanged
82 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 6,7456.7k $278.8k $278.8k 0.01% Unchanged
83 NWF Advisory Services Inc. 0.03% of their portfolio Los Angeles, CA 6,7356.7k $278.4k $278.4k 0.03% Reduced -555 -555
84 DHJJ Financial Advisors, Ltd. 0.09% of their portfolio NAPERVILLE, IL 6,7336.7k $278.3k $278.3k 0.09% Unchanged
85 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 6,4706.5k $267.4k $267.4k 0.00% Unchanged
86 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 6,4186.4k $265.3k $265.3k 0.00% Unchanged
87 Grantvest Financial Group LLC 0.17% of their portfolio MATAWAN, NJ 6,4056.4k $264.7k $264.7k 0.17% Reduced -2.2k -2,163
88 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 6,3896.4k $264.0k $264.0k 0.01% Unchanged
89 Next Level Private LLC 0.07% of their portfolio HARRISON, NY 6,1106.1k $252.5k $252.5k 0.07% Unchanged
90 Grant Street Asset Management, Inc. 0.05% of their portfolio CANONSBURG, PA 5,7355.7k $237.0k $237.0k 0.05% Unchanged
91 TWO SIGMA SECURITIES, LLC 0.03% of their portfolio NEW YORK, NY 5,4965.5k $227.2k $227.2k 0.03% New
92 Spire Wealth Management 0.01% of their portfolio MCLEAN, VA 5,3455.3k $220.9k $220.9k 0.01% Unchanged
93 Koshinski Asset Management, Inc. 0.01% of their portfolio DECATUR, IL 5,3205.3k $219.9k $219.9k 0.01% Unchanged
94 Anfield Capital Management, LLC 0.07% of their portfolio IRVINE, CA 5,2625.3k $217.5k $217.5k 0.07% Reduced -665 -665
95 INSIGNEO ADVISORY SERVICES, LLC 0.02% of their portfolio MIAMI, FL 5,2345.2k $216.3k $216.3k 0.02% Reduced -74 -74
96 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 4,9655.0k $205.2k $205.2k 0.00% Reduced -496 -496
97 SILVER OAK SECURITIES, INCORPORATED 0.01% of their portfolio JACKSON, TN 4,8864.9k $202.4k $202.4k 0.01% New
98 Triumph Capital Management 0.04% of their portfolio DENVER, CO 4,7724.8k $197.2k $197.2k 0.04% Reduced -3.0k -2,968
99 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 4,4414.4k $185.0k $185.0k 0.00% Added +300 +300
100 Financial Network Wealth Advisors LLC 0.18% of their portfolio MURRAY, UT 4,2504.2k $175.7k $175.7k 0.18% Unchanged