Vault-13

FIRST TR EXCHNG TRADED FD VI GDEC

FT VEST US EQT · ETP · CUSIP 33740U679

96 institutional holders +42 vs Q3 2024
7,661,4647.7m shares reported held*
$258.4mreported value*
39 new 26 added 14 reduced 10 sold out net bought ≈ $157.3m (+4.7m 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 ($772.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $33.73.

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

050100Q4 23: 33Q1 24: 49Q2 24: 53Q3 24: 54Q4 24: 9696Q4 23Q1 24Q2 24Q3 24Q4 24
Numbers
QuarterHolders
Q4 202333
Q1 202449
Q2 202453
Q3 202454
Q4 202496

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 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 24Q4 24: 65 bought or addedQ4 24: 24 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 20244010
Q2 20241725
Q3 20242327
Q4 20246524

Biggest buyers

AE Wealth Management LLC New +2,943,493+2.9m
OSAIC HOLDINGS, INC. Added +406,995+407.0k
MAI Capital Management New +333,622+333.6k
Lloyd Advisory Services, LLC. New +197,253+197.3k
Outlook Wealth Advisors, LLC New +161,051+161.1k
COMMONWEALTH EQUITY SERVICES, LLC Added +135,628+135.6k
B.O.S.S. Retirement Advisors, LLC New +107,793+107.8k
SMART Wealth LLC New +101,401+101.4k
Americana Partners, LLC Added +93,253+93.3k
Kestra Advisory Services, LLC Added +59,581+59.6k

Biggest sellers

Bullseye Investment Management, LLC Reduced -131,439-131.4k
ENVESTNET ASSET MANAGEMENT INC Reduced -107,995-108.0k
Cetera Investment Advisers Reduced -67,974-68.0k
OneDigital Investment Advisors LLC Sold out -51,433-51.4k
CreativeOne Wealth, LLC Sold out -22,013-22.0k
UBS Group AG Reduced -21,784-21.8k
CITADEL ADVISORS LLC Sold out -20,500-20.5k
Sage Capital Advisors,llc Sold out -16,584-16.6k
Cambridge Advisors Inc. Sold out -15,325-15.3k
Atria Investments, Inc Sold out -14,023-14.0k

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, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 AE Wealth Management LLC 0.84% of their portfolio TOPEKA, KS 2,943,4932.9m $99.3m $99.3m 0.84% New
2 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 455,526455.5k $15.4m $15.4m 0.03% Added +407.0k +406,995
3 MAI Capital Management 0.08% of their portfolio INDEPENDENCE, OH 333,622333.6k $11.3m $11.3m 0.08% New
4 NewEdge Advisors, LLC 0.06% of their portfolio NEW ORLEANS, LA 305,058305.1k $10.3m $10.3m 0.06% Added +1.7k +1,746
5 Americana Partners, LLC 0.37% of their portfolio Houston, TX 266,512266.5k $9.0m $9.0m 0.37% Added +93.3k +93,253
6 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 264,341264.3k $8.9m $8.9m 0.00% Reduced -108.0k -107,995
7 Wellment Financial 11.16% of their portfolio ELMHURST, IL 263,196263.2k $8.9m $8.9m 11.16% First filing
8 MML INVESTORS SERVICES, LLC 0.03% of their portfolio SPRINGFIELD, MA 235,880235.9k $8.0m $8.0m 0.03% Added +17.0k +16,973
9 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 210,342210.3k $7.1m $7.1m 0.00% First filing
10 Lloyd Advisory Services, LLC. 3.15% of their portfolio SUWANEE, GA 197,253197.3k $6.7m $6.7m 3.15% New
11 Pallas Capital Advisors LLC 0.28% of their portfolio BRAINTREE, MA 195,207195.2k $6.6m $6.6m 0.28% Added +7.1k +7,101
12 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 185,846185.8k $6.3m $6.3m 0.01% Added +135.6k +135,628
13 Outlook Wealth Advisors, LLC 1.56% of their portfolio SHENANDOAH, TX 161,051161.1k $5.4m $5.4m 1.56% New
14 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 141,950141.9k $4.8m $4.8m 0.01% Reduced -68.0k -67,974
15 B.O.S.S. Retirement Advisors, LLC 1.02% of their portfolio Lehi, UT 107,793107.8k $3.6m $3.6m 1.02% New
16 SMART Wealth LLC 1.22% of their portfolio Omaha, NE 101,401101.4k $3.4m $3.4m 1.22% New
17 Bullseye Investment Management, LLC 2.04% of their portfolio CINCINNATI, OH 91,41091.4k $3.1m $3.1m 2.04% Reduced -131.4k -131,439
18 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 83,70983.7k $2.8m $2.8m 0.02% Added +59.6k +59,581
19 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 75,51375.5k $2.5m $2.5m 0.00% Reduced -9.4k -9,394
20 Clearstead Advisors, LLC 0.03% of their portfolio CLEVELAND, OH 56,88356.9k $1.9m $1.9m 0.03% New
21 FWG Investments, LLC. 1.36% of their portfolio LEXINGTON, KY 51,99852.0k $1.8m $1.8m 1.36% New
22 HOWARD BAILEY SECURITIES, LLC 0.63% of their portfolio FORT WAYNE, IN 50,31450.3k $1.7m $1.7m 0.63% New
23 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 47,03447.0k $1.6m $1.6m 0.00% Added +20.9k +20,882
24 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 46,42846.4k $1.6m $1.6m 0.00% Added +14.6k +14,619
25 Great Lakes Retirement, Inc. 0.17% of their portfolio SANDUSKY, OH 38,18438.2k $1.3m $1.3m 0.17% New
26 FLAGSTAR SECURITIES, INC 0.31% of their portfolio New York, NY 37,06137.1k $1.2m $1.2m 0.31% Added +446 +446
27 Csenge Advisory Group 0.06% of their portfolio CLEARWATER, FL 34,49034.5k $1.2m $1.2m 0.06% New
28 Authentikos Wealth Advisory, LLC 1.14% of their portfolio MORGAN HILL, CA 34,18834.2k $1.2m $1.2m 1.14% New
29 FSA Advisors, Inc. 1.39% of their portfolio TROY, MI 33,61833.6k $1.1m $1.1m 1.39% New
30 Lord & Richards Wealth Management, LLC 2.32% of their portfolio HIGHLANDS RANCH, CO 32,61132.6k $1.1m $1.1m 2.32% First filing
31 LifeWealth Investments, LLC 0.63% of their portfolio WINTER GARDEN, FL 28,34428.3k $955.9k $955.9k 0.63% First filing
32 Avidian Wealth Enterprises, LLC 0.04% of their portfolio Houston, TX 26,05126.1k $878.6k $878.6k 0.04% Added +1.3k +1,270
33 Bison Wealth, LLC 0.11% of their portfolio ATLANTA, GA 26,00926.0k $877.2k $877.2k 0.11% First filing
34 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 25,12025.1k $847.0k $847.0k 0.00% Reduced -91 -91
35 Concurrent Investment Advisors, LLC 0.02% of their portfolio Tampa, FL 24,70224.7k $833.1k $833.1k 0.02% New
36 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 23,58223.6k $795.3k $795.3k 0.01% Added +10.8k +10,794
37 Quest 10 Wealth Builders, Inc. 0.77% of their portfolio Fuquay-Varina, VA 22,89122.9k $772.0k $772.0k 0.77% First filing
38 FOUNDERS FINANCIAL SECURITIES LLC 0.06% of their portfolio TOWSON, MD 19,00519.0k $641.0k $641.0k 0.06% Added +3.8k +3,836
39 REAP Financial Group, LLC 0.16% of their portfolio AUSTIN, TX 18,77818.8k $633.3k $633.3k 0.16% Reduced -202 -202
40 Tanglewood Legacy Advisors, LLC 0.26% of their portfolio HOUSTON, TX 17,84817.8k $601.9k $601.9k 0.26% Added +8.9k +8,860
41 Catalina Capital Group, LLC 0.18% of their portfolio Torrance, CA 16,64716.6k $561.4k $561.4k 0.18% Reduced -895 -895
42 HBW ADVISORY SERVICES LLC 0.05% of their portfolio SIMI VALLEY, CA 15,80415.8k $533.0k $533.0k 0.05% New
43 UPTICK PARTNERS, LLC 0.19% of their portfolio NACOGDOCHES, TX 15,68515.7k $529.0k $529.0k 0.19% New
44 Sunbelt Securities, Inc. 0.05% of their portfolio HOUSTON, TX 15,46215.5k $525.6k $525.6k 0.05% Added +10.8k +10,824
45 Ashton Thomas Private Wealth, LLC 0.02% of their portfolio SCOTTSDALE, AZ 14,79114.8k $498.8k $498.8k 0.02% New
46 Madrona Financial Services, LLC 0.13% of their portfolio EVERETT, WA 14,51514.5k $489.5k $489.5k 0.13% New
47 Wood Tarver Financial Group, LLC 0.15% of their portfolio BOISE, ID 13,72813.7k $462.0k $462.0k 0.15% First filing
48 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 13,23013.2k $446.2k $446.2k 0.01% New
49 Kingsview Wealth Management, LLC 0.01% of their portfolio GRANTS PASS, OR 13,22613.2k $446.1k $446.1k 0.01% New
50 Arkadios Wealth Advisors 0.02% of their portfolio ATLANTA, GA 11,73511.7k $395.8k $395.8k 0.02% New
51 EPG Wealth Management LLC 0.10% of their portfolio ATLANTA, GA 11,30011.3k $381.1k $381.1k 0.10% New
52 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 11,07611.1k $373.6k $373.6k 0.01% Added +1.6k +1,595
53 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 10,81010.8k $364.6k $364.6k 0.00% New
54 DHJJ Financial Advisors, Ltd. 0.13% of their portfolio NAPERVILLE, IL 9,8149.8k $331.0k $331.0k 0.13% Reduced -3.9k -3,922
55 Blackston Financial Advisory Group, LLC 0.16% of their portfolio THE VILLAGES, FL 9,5599.6k $322.4k $322.4k 0.16% New
56 Lifeworks Advisors, LLC 0.05% of their portfolio GRAND RAPIDS, MI 9,0109.0k $303.9k $303.9k 0.05% Added +1.8k +1,811
57 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 8,8168.8k $297.3k $297.3k 0.00% Reduced -5.2k -5,241
58 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 8,6018.6k $290.1k $290.1k 0.01% Added +4.7k +4,658
59 Grantvest Financial Group LLC 0.32% of their portfolio MATAWAN, NJ 8,5778.6k $289.3k $289.3k 0.32% First filing
60 PKS Advisory Services, LLC 0.07% of their portfolio ALBANY, NY 7,9227.9k $267.2k $267.2k 0.07% First filing
61 CWM, LLC 0.00% of their portfolio OMAHA, NE 7,8317.8k $264.0k $264.0k 0.00% Added +7.5k +7,500
62 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 7,5937.6k $256.1k $256.1k 0.01% Added +1.3k +1,284
63 Mariner, LLC 0.00% of their portfolio Overland Park, KS 7,5387.5k $254.2k $254.2k 0.00% Reduced -20 -20
64 Diligent Investors, LLC 0.06% of their portfolio REDLANDS, CA 7,5007.5k $252.9k $252.9k 0.06% New
65 ORG Partners LLC 0.03% of their portfolio ROANOKE, IN 7,5007.5k $252.9k $252.9k 0.03% Added +5.5k +5,500
66 AssuredPartners Investment Advisors, LLC 0.05% of their portfolio Tampa, FL 7,4007.4k $249.6k $249.6k 0.05% First filing
67 FSB PREMIER WEALTH MANAGEMENT, INC. 0.10% of their portfolio WATERLOO, IA 7,3747.4k $248.7k $248.7k 0.10% Added +78 +78
68 Kingdom Financial Group LLC. 0.17% of their portfolio PEORIA, AZ 7,3127.3k $246.6k $246.6k 0.17% New
69 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 6,8506.8k $231.0k $231.0k 0.01% Reduced -50 -50
70 MONEY CONCEPTS CAPITAL CORP 0.02% of their portfolio PALM BEACH GARDENS, FL 6,7496.7k $227.6k $227.6k 0.02% Unchanged
71 GRIES FINANCIAL LLC 0.04% of their portfolio Cleveland, OH 6,3766.4k $215.0k $215.0k 0.04% New
72 Sequent Planning LLC 0.08% of their portfolio OMAHA, NE 6,1936.2k $208.9k $208.9k 0.08% Reduced -324 -324
73 Brookstone Capital Management 0.00% of their portfolio WHEATON, IL 6,0216.0k $203.1k $203.1k 0.00% New
74 ADAPT WEALTH ADVISORS, LLC 0.10% of their portfolio ATLANTA, GA 6,0006.0k $202.4k $202.4k 0.10% New
75 Rehmann Capital Advisory Group 0.01% of their portfolio LANSING, MI 5,9956.0k $202.2k $202.2k 0.01% New
76 Integrity Financial Corp /WA 0.11% of their portfolio JACKSON, WY 5,4845.5k $185.0k $185.0k 0.11% Reduced -95 -95
77 Archer Investment Corp 0.04% of their portfolio Carmel, IN 4,0624.1k $137.0k $137.0k 0.04% Added +650 +650
78 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 3,5003.5k $118.0k $118.0k 0.00% New
79 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 2,5002.5k $84.3k $84.3k 0.00% New
80 Capital A Wealth Management, LLC 0.12% of their portfolio CRANBERRY TWP, PA 2,0642.1k $69.6k $69.6k 0.12% First filing
81 Transce3nd, LLC 0.02% of their portfolio BUDA, TX 2,0152.0k $68.0k $68.0k 0.02% First filing
82 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 825825 $27.8k $27.8k 0.00% Unchanged
83 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.01% of their portfolio INDIANAPOLIS, IN 800800 $27.0k $27.0k 0.01% Added +113 +113
84 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 698698 $23.5k $23.5k 0.00% New
85 Park Square Financial Group, LLC 0.01% of their portfolio ROSWELL, GA 600600 $20.2k $20.2k 0.01% First filing
86 Noble Wealth Management PBC 0.01% of their portfolio GREENWOOD VILLAGE, CO 500500 $16.9k $16.9k 0.01% First filing
87 Pineridge Advisors LLC 0.01% of their portfolio ST. CHARLES, MO 497497 $16.8k $16.8k 0.01% New
88 UBS Group AG 0.00% of their portfolio ZURICH, V8 496496 $16.7k $16.7k 0.00% Reduced -21.8k -21,784
89 Caitlin John, LLC 0.01% of their portfolio BRIGHTON, MI 351351 $11.8k $11.8k 0.01% Added +6 +6
90 Decker Retirement Planning Inc. 0.01% of their portfolio LEVI, UT 276276 $9.3k $9.3k 0.01% First filing
91 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 233233 $7.9k $7.9k 0.00% New
92 New Millennium Group LLC 0.00% of their portfolio SANDY, UT 222222 $7.5k $7.5k 0.00% New
93 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 200200 $6.7k $6.7k 0.00% New
94 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 150150 $5.2k $5.2k 0.00% Added +150 +150
95 Richard W. Paul & Associates, LLC 0.00% of their portfolio NOVI, MI 9999 $3.3k $3.3k 0.00% New
96 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 11 $50 $50 0.00% New