Vault-13

FIRST TR EXCHNG TRADED FD VI GDEC

FT VEST US EQT · ETP · CUSIP 33740U679

53 institutional holders +4 vs Q1 2024
3,282,7993.3m shares reported held*
$106.6mreported value*
9 new 8 added 20 reduced 5 sold out net sold ≈ $25.6m (-788.3k 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 ≈ $32.48.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

0204060Q4 23: 33Q1 24: 49Q2 24: 5353Q4 23Q1 24Q2 24
Numbers
QuarterHolders
Q4 202333
Q1 202449
Q2 202453

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q1 24: 40 bought or addedQ1 24: 10 cut or sold outQ1 24Q2 24: 17 bought or addedQ2 24: 25 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q1 20244010
Q2 20241725

Biggest buyers

OLD MISSION CAPITAL LLC New +51,965+52.0k
Pallas Capital Advisors LLC Added +30,113+30.1k
NewEdge Advisors, LLC Added +24,187+24.2k
CITADEL ADVISORS LLC New +18,401+18.4k
Americana Partners, LLC Added +14,422+14.4k
WOLVERINE TRADING, LLC New +11,507+11.5k
FOUNDERS FINANCIAL SECURITIES LLC New +7,987+8.0k
B. Riley Wealth Advisors, Inc. New +6,900+6.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +5,974+6.0k
UBS Group AG Added +3,729+3.7k

Biggest sellers

OSAIC HOLDINGS, INC. Reduced -246,528-246.5k
WealthPlan Investment Management, LLC Sold out -218,581-218.6k
WealthPLAN Partners, LLC Sold out -115,909-115.9k
Cetera Investment Advisers Reduced -91,603-91.6k
Bullseye Investment Management, LLC Reduced -85,302-85.3k
Raymond James Financial Services Advisors, Inc. Reduced -76,875-76.9k
WORLD EQUITY GROUP, INC. Sold out -33,117-33.1k
RAYMOND JAMES & ASSOCIATES Reduced -26,460-26.5k
CreativeOne Wealth, LLC Sold out -25,639-25.6k
Archer Investment Corp Reduced -12,975-13.0k

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 +5.0 pts · filed 2026-10-19 24.4% +5.0 pts 2.3m≈ $91.0m 2026-10-19

Holders, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Raymond James Financial Services Advisors, Inc. 0.03% of their portfolio ST. PETERSBURG, FL 584,026584.0k $18.9m $18.9m 0.03% Reduced -76.9k -76,875
2 NewEdge Advisors, LLC 0.09% of their portfolio NEW ORLEANS, LA 386,972387.0k $12.5m $12.5m 0.09% Added +24.2k +24,187
3 Bullseye Investment Management, LLC 6.75% of their portfolio CINCINNATI, OH 313,038313.0k $10.3m $10.3m 6.75% Reduced -85.3k -85,302
4 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 305,688305.7k $9.9m $9.9m 0.01% Reduced -26.5k -26,460
5 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 232,299232.3k $7.5m $7.5m 0.00% Reduced -2.2k -2,162
6 MML INVESTORS SERVICES, LLC 0.03% of their portfolio SPRINGFIELD, MA 218,857218.9k $7.1m $7.1m 0.03% Reduced -3.9k -3,917
7 Americana Partners, LLC 0.48% of their portfolio Houston, TX 187,757187.8k $6.1m $6.1m 0.48% Added +14.4k +14,422
8 Pallas Capital Advisors LLC 0.22% of their portfolio BRAINTREE, MA 152,213152.2k $5.0m $5.0m 0.22% Added +30.1k +30,113
9 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 127,608127.6k $4.1m $4.1m 0.01% Reduced -91.6k -91,603
10 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 86,54886.5k $2.8m $2.8m 0.02% Reduced -242 -242
11 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 85,95686.0k $2.8m $2.8m 0.01% Reduced -2.9k -2,893
12 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 60,78360.8k $2.0m $2.0m 0.00% Reduced -246.5k -246,528
13 OneDigital Investment Advisors LLC 0.02% of their portfolio OVERLAND PARK, KS 53,19753.2k $1.7m $1.7m 0.02% Unchanged
14 OLD MISSION CAPITAL LLC 0.04% of their portfolio CHICAGO, IL 51,96552.0k $1.7m $1.7m 0.04% New
15 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 50,44950.4k $1.6m $1.6m 0.00% Reduced -5.7k -5,656
16 FLAGSTAR SECURITIES, INC 0.31% of their portfolio New York, NY 34,95535.0k $1.1m $1.1m 0.31% Reduced -2.9k -2,923
17 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 31,43231.4k $1.0m $1.0m 0.00% Reduced -2.9k -2,930
18 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 26,12726.1k $847.3k $847.3k 0.00% Unchanged
19 Avidian Wealth Enterprises, LLC 0.04% of their portfolio Houston, TX 24,78124.8k $803.6k $803.6k 0.04% Unchanged
20 Cambridge Advisors Inc. 0.15% of their portfolio OMAHA, NE 19,77519.8k $641.3k $641.3k 0.15% Unchanged
21 REAP Financial Group, LLC 0.17% of their portfolio AUSTIN, TX 19,18519.2k $622.2k $622.2k 0.17% Reduced -4.9k -4,910
22 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 18,40118.4k $596.7k $596.7k 0.00% New
23 Catalina Capital Group, LLC 0.22% of their portfolio Torrance, CA 17,54217.5k $568.9k $568.9k 0.22% Unchanged
24 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 16,80916.8k $545.1k $545.1k 0.00% Added +6.0k +5,974
25 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.04% of their portfolio CEDAR RAPIDS, IA 14,28514.3k $463.3k $463.3k 0.04% Unchanged
26 DHJJ Financial Advisors, Ltd. 0.19% of their portfolio NAPERVILLE, IL 13,73613.7k $445.4k $445.4k 0.19% Reduced -200 -200
27 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 12,91812.9k $418.9k $418.9k 0.00% Added +303 +303
28 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 12,91812.9k $418.9k $418.9k 0.00% Added +303 +303
29 WOLVERINE TRADING, LLC 0.01% of their portfolio CHICAGO, IL 11,50711.5k $373.2k $373.2k 0.01% New
30 SECURED RETIREMENT ADVISORS, LLC 0.29% of their portfolio ST LOUIS PARK, MN 11,27511.3k $365.6k $365.6k 0.29% Reduced -988 -988
31 Optivise Advisory Services LLC 0.19% of their portfolio FRANKLIN, TN 10,72810.7k $347.9k $347.9k 0.19% First filing
32 Tanglewood Legacy Advisors, LLC 0.14% of their portfolio HOUSTON, TX 8,9889.0k $291.5k $291.5k 0.14% Unchanged
33 Lifeworks Advisors, LLC 0.08% of their portfolio GRAND RAPIDS, MI 8,8598.9k $287.3k $287.3k 0.08% Reduced -995 -995
34 FOUNDERS FINANCIAL SECURITIES LLC 0.02% of their portfolio TOWSON, MD 7,9878.0k $259.0k $259.0k 0.02% New
35 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 6,9006.9k $223.8k $223.8k 0.01% New
36 Mariner, LLC 0.00% of their portfolio Overland Park, KS 6,8836.9k $223.2k $223.2k 0.00% Unchanged
37 MONEY CONCEPTS CAPITAL CORP 0.02% of their portfolio PALM BEACH GARDENS, FL 6,7496.7k $218.9k $218.9k 0.02% Reduced -266 -266
38 UPTICK PARTNERS, LLC 0.16% of their portfolio NACOGDOCHES, TX 6,4506.5k $203.6k $203.6k 0.16% Unchanged
39 CoreCap Advisors, LLC 0.02% of their portfolio SOUTHFIELD, MI 5,8485.8k $189.6k $189.6k 0.02% Added +2.2k +2,225
40 Integrity Financial Corp /WA 0.12% of their portfolio JACKSON, WY 5,6965.7k $184.7k $184.7k 0.12% Reduced -128 -128
41 UBS Group AG 0.00% of their portfolio ZURICH, V8 4,7924.8k $155.4k $155.4k 0.00% Added +3.7k +3,729
42 Sunbelt Securities, Inc. 0.02% of their portfolio HOUSTON, TX 4,6384.6k $150.4k $150.4k 0.02% Unchanged
43 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 4,4414.4k $144.0k $144.0k 0.00% Reduced -155 -155
44 BENJAMIN F. EDWARDS & COMPANY, INC. 0.00% of their portfolio ST. LOUIS, MO 4,1534.2k $135.0k $135.0k 0.00% Unchanged
45 Archer Investment Corp 0.03% of their portfolio Carmel, IN 3,4123.4k $110.7k $110.7k 0.03% Reduced -13.0k -12,975
46 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 1,2601.3k $40.9k $40.9k 0.00% New
47 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.01% of their portfolio INDIANAPOLIS, IN 722722 $23.4k $23.4k 0.01% New
48 Financial Network Wealth Advisors LLC 0.01% of their portfolio MURRAY, UT 531531 $17.2k $17.2k 0.01% New
49 CWM, LLC 0.00% of their portfolio OMAHA, NE 331331 $11.0k $11.0k 0.00% Unchanged
50 Caitlin John, LLC 0.01% of their portfolio BRIGHTON, MI 322322 $10.4k $10.4k 0.01% New
51 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 9999 $3.2k $3.2k 0.00% Unchanged
52 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 88 $261 $261 0.00% Unchanged
53 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged