Vault-13

FIRST TR EXCHNG TRADED FD VI GDEC

FT VEST US EQT · ETP · CUSIP 33740U679

54 institutional holders +1 vs Q2 2024
2,654,0622.7m shares reported held*
$88.3mreported value*
9 new 14 added 20 reduced 7 sold out net sold ≈ $20.7m (-624.6k 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 ≈ $33.27.

Trends to Q3 2024

Institutional holders

Managers reporting a position, each quarter

0204060Q4 23: 33Q1 24: 49Q2 24: 53Q3 24: 5454Q4 23Q1 24Q2 24Q3 24
Numbers
QuarterHolders
Q4 202333
Q1 202449
Q2 202453
Q3 202454

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 24Q3 24: 23 bought or addedQ3 24: 27 cut or sold outQ3 24
Numbers
QuarterBought or addedCut or sold out
Q1 20244010
Q2 20241725
Q3 20242327

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +140,037+140.0k
JANE STREET GROUP, LLC New +84,907+84.9k
Cetera Investment Advisers Added +82,316+82.3k
Pallas Capital Advisors LLC Added +35,893+35.9k
CreativeOne Wealth, LLC New +22,013+22.0k
UBS Group AG Added +17,488+17.5k
Sage Capital Advisors,llc New +16,584+16.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +15,000+15.0k
Atria Investments, Inc New +14,023+14.0k
FSB PREMIER WEALTH MANAGEMENT, INC. New +7,296+7.3k

Biggest sellers

Raymond James Financial Services Advisors, Inc. Reduced -371,803-371.8k
RAYMOND JAMES & ASSOCIATES Reduced -257,944-257.9k
Bullseye Investment Management, LLC Reduced -90,189-90.2k
Janney Montgomery Scott LLC Sold out -85,956-86.0k
NewEdge Advisors, LLC Reduced -83,660-83.7k
Kestra Advisory Services, LLC Reduced -62,420-62.4k
OLD MISSION CAPITAL LLC Reduced -42,484-42.5k
Americana Partners, LLC Reduced -14,498-14.5k
OSAIC HOLDINGS, INC. Reduced -12,252-12.3k
WOLVERINE TRADING, LLC Sold out -11,507-11.5k

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, Q3 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 372,336372.3k $12.4m $12.4m 0.00% Added +140.0k +140,037
2 NewEdge Advisors, LLC 0.07% of their portfolio NEW ORLEANS, LA 303,312303.3k $10.1m $10.1m 0.07% Reduced -83.7k -83,660
3 Bullseye Investment Management, LLC 4.39% of their portfolio CINCINNATI, OH 222,849222.8k $7.5m $7.5m 4.39% Reduced -90.2k -90,189
4 MML INVESTORS SERVICES, LLC 0.03% of their portfolio SPRINGFIELD, MA 218,907218.9k $7.3m $7.3m 0.03% Added +50 +50
5 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 212,223212.2k $7.0m $7.0m 0.01% Reduced -371.8k -371,803
6 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 209,924209.9k $7.0m $7.0m 0.02% Added +82.3k +82,316
7 Pallas Capital Advisors LLC 0.27% of their portfolio BRAINTREE, MA 188,106188.1k $6.3m $6.3m 0.27% Added +35.9k +35,893
8 Americana Partners, LLC 0.39% of their portfolio Houston, TX 173,259173.3k $5.8m $5.8m 0.39% Reduced -14.5k -14,498
9 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 84,90784.9k $2.8m $2.8m 0.00% New
10 OneDigital Investment Advisors LLC 0.02% of their portfolio OVERLAND PARK, KS 51,43351.4k $1.7m $1.7m 0.02% Reduced -1.8k -1,764
11 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 50,21850.2k $1.7m $1.7m 0.00% Reduced -231 -231
12 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 48,53148.5k $1.6m $1.6m 0.00% Reduced -12.3k -12,252
13 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 47,74447.7k $1.6m $1.6m 0.00% Reduced -257.9k -257,944
14 FLAGSTAR SECURITIES, INC 0.31% of their portfolio New York, NY 36,61536.6k $1.2m $1.2m 0.31% Added +1.7k +1,660
15 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 31,80931.8k $1.1m $1.1m 0.00% Added +15.0k +15,000
16 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 26,15226.2k $868.3k $868.3k 0.00% Added +25 +25
17 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 25,21125.2k $837.0k $837.0k 0.00% Reduced -6.2k -6,221
18 Avidian Wealth Enterprises, LLC 0.04% of their portfolio Houston, TX 24,78124.8k $822.8k $822.8k 0.04% Unchanged
19 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 24,12824.1k $801.1k $801.1k 0.00% Reduced -62.4k -62,420
20 UBS Group AG 0.00% of their portfolio ZURICH, V8 22,28022.3k $739.8k $739.8k 0.00% Added +17.5k +17,488
21 CreativeOne Wealth, LLC 0.02% of their portfolio OVERLAND PARK, KS 22,01322.0k $730.9k $730.9k 0.02% New
22 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 20,50020.5k $680.7k $680.7k 0.00% Added +2.1k +2,099
23 REAP Financial Group, LLC 0.15% of their portfolio AUSTIN, TX 18,98019.0k $630.2k $630.2k 0.15% Reduced -205 -205
24 Catalina Capital Group, LLC 0.20% of their portfolio Torrance, CA 17,54217.5k $582.4k $582.4k 0.20% Unchanged
25 Sage Capital Advisors,llc 0.14% of their portfolio SIOUX FALLS, SD 16,58416.6k $550.6k $550.6k 0.14% New
26 Cambridge Advisors Inc. 0.11% of their portfolio OMAHA, NE 15,32515.3k $508.8k $508.8k 0.11% Reduced -4.5k -4,450
27 FOUNDERS FINANCIAL SECURITIES LLC 0.05% of their portfolio TOWSON, MD 15,16915.2k $503.7k $503.7k 0.05% Added +7.2k +7,182
28 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 14,05714.1k $466.7k $466.7k 0.00% Added +1.1k +1,139
29 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 14,02314.0k $465.6k $465.6k 0.01% New
30 DHJJ Financial Advisors, Ltd. 0.18% of their portfolio NAPERVILLE, IL 13,73613.7k $456.1k $456.1k 0.18% Unchanged
31 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 12,78812.8k $424.6k $424.6k 0.00% Reduced -130 -130
32 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 9,4819.5k $314.8k $314.8k 0.01% Reduced -42.5k -42,484
33 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.02% of their portfolio CEDAR RAPIDS, IA 9,3159.3k $309.3k $309.3k 0.02% Reduced -5.0k -4,970
34 Tanglewood Legacy Advisors, LLC 0.13% of their portfolio HOUSTON, TX 8,9889.0k $298.4k $298.4k 0.13% Unchanged
35 Mariner, LLC 0.00% of their portfolio Overland Park, KS 7,5587.6k $250.9k $250.9k 0.00% Added +675 +675
36 FSB PREMIER WEALTH MANAGEMENT, INC. 0.10% of their portfolio WATERLOO, IA 7,2967.3k $242.2k $242.2k 0.10% New
37 Lifeworks Advisors, LLC 0.05% of their portfolio GRAND RAPIDS, MI 7,1997.2k $239.0k $239.0k 0.05% Reduced -1.7k -1,660
38 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 6,9006.9k $229.0k $229.0k 0.01% Unchanged
39 MONEY CONCEPTS CAPITAL CORP 0.02% of their portfolio PALM BEACH GARDENS, FL 6,7496.7k $224.1k $224.1k 0.02% Unchanged
40 Sequent Planning LLC 0.07% of their portfolio OMAHA, NE 6,5176.5k $216.4k $216.4k 0.07% New
41 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 6,3096.3k $209.5k $209.5k 0.01% Added +461 +461
42 Integrity Financial Corp /WA 0.11% of their portfolio JACKSON, WY 5,5795.6k $185.2k $185.2k 0.11% Reduced -117 -117
43 Sunbelt Securities, Inc. 0.02% of their portfolio HOUSTON, TX 4,6384.6k $154.0k $154.0k 0.02% Unchanged
44 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 3,9433.9k $130.9k $130.9k 0.00% Reduced -498 -498
45 Archer Investment Corp 0.03% of their portfolio Carmel, IN 3,4123.4k $113.3k $113.3k 0.03% Unchanged
46 ORG Partners LLC 0.01% of their portfolio ROANOKE, IN 2,0002.0k $66.4k $66.4k 0.01% New
47 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 825825 $27.4k $27.4k 0.00% Reduced -435 -435
48 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.01% of their portfolio INDIANAPOLIS, IN 687687 $22.8k $22.8k 0.01% Reduced -35 -35
49 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 389389 $12.9k $12.9k 0.00% New
50 Caitlin John, LLC 0.01% of their portfolio BRIGHTON, MI 345345 $11.6k $11.6k 0.01% Added +23 +23
51 CWM, LLC 0.00% of their portfolio OMAHA, NE 331331 $11.0k $11.0k 0.00% Unchanged
52 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 9999 $3.3k $3.3k 0.00% Unchanged
53 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 6060 $2.0k $2.0k 0.00% New
54 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged