Vault-13

FIRST TR EXCHNG TRADED FD VI GDEC

FT VEST US EQT · ETP · CUSIP 33740U679

102 institutional holders +6 vs Q4 2024
8,321,8088.3m shares reported held*
$275.5mreported value*
15 new 43 added 31 reduced 10 sold out net bought ≈ $16.8m (+507.5k 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 ≈ $33.11. Options: 1 managers hold calls ($57.6k notional), 0 hold puts (—).

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q4 23: 33Q1 24: 49Q2 24: 53Q3 24: 54Q4 24: 96Q1 25: 102102Q4 23Q1 24Q2 24Q3 24Q4 24Q1 25
Numbers
QuarterHolders
Q4 202333
Q1 202449
Q2 202453
Q3 202454
Q4 202496
Q1 2025102

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 24Q1 25: 58 bought or addedQ1 25: 41 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q1 20244010
Q2 20241725
Q3 20242327
Q4 20246524
Q1 20255841

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$20k$40k$60kQ2 24 calls: $0Q2 24 puts: $0Q2 24P/C —Q3 24 calls: $0Q3 24 puts: $0Q3 24P/C —Q4 24 calls: $0Q4 24 puts: $0Q4 24P/C —Q1 25 calls: $57.6kQ1 25 puts: $0Q1 25P/C 0.00
Numbers
QuarterCallsPutsP/C
Q2 2024$0$0—
Q3 2024$0$0—
Q4 2024$0$0—
Q1 2025$57.6k$00.00

Biggest buyers

RAYMOND JAMES FINANCIAL INC Added +569,771+569.8k
COMMONWEALTH EQUITY SERVICES, LLC Added +222,603+222.6k
HARBOUR INVESTMENTS, INC. Added +143,052+143.1k
OSAIC HOLDINGS, INC. Added +95,720+95.7k
LifeWealth Investments, LLC Added +77,341+77.3k
AE Wealth Management LLC Added +71,867+71.9k
TOWNSQUARE CAPITAL LLC New +47,445+47.4k
Cetera Investment Advisers Added +21,316+21.3k
BECK CAPITAL MANAGEMENT, LLC New +20,092+20.1k
AQR CAPITAL MANAGEMENT LLC New +17,600+17.6k

Biggest sellers

NewEdge Advisors, LLC Reduced -276,822-276.8k
Americana Partners, LLC Sold out -266,512-266.5k
Pallas Capital Advisors LLC Reduced -111,534-111.5k
JANE STREET GROUP, LLC Reduced -49,001-49.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -46,428-46.4k
MML INVESTORS SERVICES, LLC Reduced -32,629-32.6k
ENVESTNET ASSET MANAGEMENT INC Reduced -29,650-29.6k
Authentikos Wealth Advisory, LLC Reduced -25,737-25.7k
MAI Capital Management Reduced -23,523-23.5k
Clearstead Advisors, LLC Reduced -17,600-17.6k

Biggest calls

EPG Wealth Management LLC New $57.6k800 shares

Biggest puts

None

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

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, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 AE Wealth Management LLC 0.84% of their portfolio TOPEKA, KS 3,015,3603.0m $99.8m $99.8m 0.84% Added +71.9k +71,867
2 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 780,113780.1k $25.8m $25.8m 0.01% Added +569.8k +569,771
3 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 551,246551.2k $18.3m $18.3m 0.04% Added +95.7k +95,720
4 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 408,449408.4k $13.5m $13.5m 0.02% Added +222.6k +222,603
5 MAI Capital Management 0.08% of their portfolio INDEPENDENCE, OH 310,099310.1k $10.3m $10.3m 0.08% Reduced -23.5k -23,523
6 Wellment Financial 11.85% of their portfolio ELMHURST, IL 271,240271.2k $9.0m $9.0m 11.85% Added +8.0k +8,044
7 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 234,691234.7k $7.8m $7.8m 0.00% Reduced -29.6k -29,650
8 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 203,251203.3k $6.7m $6.7m 0.02% Reduced -32.6k -32,629
9 Lloyd Advisory Services, LLC. 3.18% of their portfolio SUWANEE, GA 191,450191.4k $6.3m $6.3m 3.18% Reduced -5.8k -5,803
10 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 163,266163.3k $5.4m $5.4m 0.01% Added +21.3k +21,316
11 Outlook Wealth Advisors, LLC 1.45% of their portfolio SHENANDOAH, TX 157,946157.9k $5.2m $5.2m 1.45% Reduced -3.1k -3,105
12 HARBOUR INVESTMENTS, INC. 0.14% of their portfolio MADISON, WI 151,653151.7k $5.0m $5.0m 0.14% Added +143.1k +143,052
13 TOUNJIAN ADVISORY PARTNERS, LLC 0.81% of their portfolio FORT MYERS, FL 129,986130.0k $4.3m $4.3m 0.81% First filing
14 SMART Wealth LLC 1.34% of their portfolio Omaha, NE 112,912112.9k $3.7m $3.7m 1.34% Added +11.5k +11,511
15 B.O.S.S. Retirement Advisors, LLC 1.05% of their portfolio Lehi, UT 109,207109.2k $3.6m $3.6m 1.05% Added +1.4k +1,414
16 LifeWealth Investments, LLC 0.77% of their portfolio WINTER GARDEN, FL 105,685105.7k $3.5m $3.5m 0.77% Added +77.3k +77,341
17 Bullseye Investment Management, LLC 1.90% of their portfolio CINCINNATI, OH 94,35394.4k $3.1m $3.1m 1.90% Added +2.9k +2,943
18 Pallas Capital Advisors LLC 0.12% of their portfolio BRAINTREE, MA 83,67383.7k $2.8m $2.8m 0.12% Reduced -111.5k -111,534
19 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 80,35280.4k $2.7m $2.7m 0.01% Reduced -3.4k -3,357
20 FWG Investments, LLC. 2.59% of their portfolio LEXINGTON, KY 66,69966.7k $2.2m $2.2m 2.59% Added +14.7k +14,701
21 HOWARD BAILEY SECURITIES, LLC 0.64% of their portfolio FORT WAYNE, IN 58,10558.1k $1.9m $1.9m 0.64% Added +7.8k +7,791
22 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 49,15449.2k $1.6m $1.6m 0.00% Added +2.1k +2,120
23 TOWNSQUARE CAPITAL LLC 0.02% of their portfolio Lehi, UT 47,44547.4k $1.6m $1.6m 0.02% New
24 FSA Advisors, Inc. 1.17% of their portfolio TROY, MI 44,41244.4k $1.5m $1.5m 1.17% Added +10.8k +10,794
25 Clearstead Advisors, LLC 0.02% of their portfolio CLEVELAND, OH 39,28339.3k $1.3m $1.3m 0.02% Reduced -17.6k -17,600
26 FLAGSTAR SECURITIES, INC 0.31% of their portfolio New York, NY 37,16337.2k $1.2m $1.2m 0.31% Added +102 +102
27 Great Lakes Retirement, Inc. 0.16% of their portfolio SANDUSKY, OH 36,40736.4k $1.2m $1.2m 0.16% Reduced -1.8k -1,777
28 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 35,72435.7k $1.2m $1.2m 0.00% Added +10.6k +10,604
29 FOUNDERS FINANCIAL SECURITIES LLC 0.09% of their portfolio TOWSON, MD 33,83833.8k $1.1m $1.1m 0.09% Added +14.8k +14,833
30 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 28,23628.2k $934.9k $934.9k 0.01% Reduced -276.8k -276,822
31 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 26,51226.5k $877.8k $877.8k 0.00% Reduced -49.0k -49,001
32 Avidian Wealth Enterprises, LLC 0.04% of their portfolio Houston, TX 26,05126.1k $862.5k $862.5k 0.04% Unchanged
33 Quest 10 Wealth Builders, Inc. 0.92% of their portfolio Fuquay-Varina, VA 25,99226.0k $860.6k $860.6k 0.92% Added +3.1k +3,101
34 Sunbelt Securities, Inc. 0.08% of their portfolio HOUSTON, TX 25,77325.8k $853.3k $853.3k 0.08% Added +10.3k +10,311
35 Concurrent Investment Advisors, LLC 0.02% of their portfolio Tampa, FL 25,62525.6k $848.4k $848.4k 0.02% Added +923 +923
36 Csenge Advisory Group 0.05% of their portfolio CLEARWATER, FL 25,34425.3k $810.0k $810.0k 0.05% Reduced -9.1k -9,146
37 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 22,66322.7k $750.4k $750.4k 0.01% Reduced -919 -919
38 BECK CAPITAL MANAGEMENT, LLC 0.20% of their portfolio AUSTIN, TX 20,09220.1k $665.2k $665.2k 0.20% New
39 Wood Tarver Financial Group, LLC 0.21% of their portfolio BOISE, ID 19,62219.6k $649.7k $649.7k 0.21% Added +5.9k +5,894
40 Blackston Financial Advisory Group, LLC 0.43% of their portfolio THE VILLAGES, FL 18,95819.0k $627.7k $627.7k 0.43% Added +9.4k +9,399
41 Bison Wealth, LLC 0.06% of their portfolio ATLANTA, GA 18,62018.6k $616.5k $616.5k 0.06% Reduced -7.4k -7,389
42 REAP Financial Group, LLC 0.15% of their portfolio AUSTIN, TX 18,62018.6k $616.5k $616.5k 0.15% Reduced -158 -158
43 Lord & Richards Wealth Management, LLC 0.66% of their portfolio HIGHLANDS RANCH, CO 17,67117.7k $585.1k $585.1k 0.66% Reduced -14.9k -14,940
44 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 17,60017.6k $582.7k $582.7k 0.00% New
45 HBW ADVISORY SERVICES LLC 0.08% of their portfolio SIMI VALLEY, CA 17,32417.3k $573.6k $573.6k 0.08% Added +1.5k +1,520
46 UPTICK PARTNERS, LLC 0.19% of their portfolio NACOGDOCHES, TX 16,66516.7k $551.8k $551.8k 0.19% Added +980 +980
47 Catalina Capital Group, LLC 0.36% of their portfolio Torrance, CA 16,19216.2k $536.1k $536.1k 0.36% Reduced -455 -455
48 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 16,17016.2k $535.4k $535.4k 0.01% Added +2.9k +2,940
49 Tanglewood Legacy Advisors, LLC 0.21% of their portfolio HOUSTON, TX 14,80214.8k $490.1k $490.1k 0.21% Reduced -3.0k -3,046
50 Madrona Financial Services, LLC 0.13% of their portfolio EVERETT, WA 14,51514.5k $480.6k $480.6k 0.13% Unchanged
51 Ashton Thomas Private Wealth, LLC 0.02% of their portfolio SCOTTSDALE, AZ 14,00314.0k $463.6k $463.6k 0.02% Reduced -788 -788
52 Grantvest Financial Group LLC 0.36% of their portfolio MATAWAN, NJ 13,47113.5k $446.0k $446.0k 0.36% Added +4.9k +4,894
53 Kingsview Wealth Management, LLC 0.01% of their portfolio GRANTS PASS, OR 13,22613.2k $437.9k $437.9k 0.01% Unchanged
54 Arkadios Wealth Advisors 0.02% of their portfolio ATLANTA, GA 12,54712.5k $415.4k $415.4k 0.02% Added +812 +812
55 EPG Wealth Management LLC 0.10% of their portfolio ATLANTA, GA 11,30011.3k $374.1k $374.1k 0.10% Unchanged
56 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 10,08810.1k $334.0k $334.0k 0.00% Reduced -722 -722
57 NEW WAVE WEALTH ADVISORS LLC 0.15% of their portfolio SPRINGDALE, AR 10,00010.0k $331.1k $331.1k 0.15% New
58 Mariner, LLC 0.00% of their portfolio Overland Park, KS 9,4839.5k $314.0k $314.0k 0.00% Added +1.9k +1,945
59 DHJJ Financial Advisors, Ltd. 0.13% of their portfolio NAPERVILLE, IL 9,3959.4k $311.1k $311.1k 0.13% Reduced -419 -419
60 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 9,1509.2k $303.0k $303.0k 0.01% Added +1.6k +1,557
61 Lifeworks Advisors, LLC 0.05% of their portfolio GRAND RAPIDS, MI 8,7298.7k $289.0k $289.0k 0.05% Reduced -281 -281
62 Sequent Planning LLC 0.10% of their portfolio OMAHA, NE 8,6678.7k $287.0k $287.0k 0.10% Added +2.5k +2,474
63 FSB PREMIER WEALTH MANAGEMENT, INC. 0.11% of their portfolio WATERLOO, IA 8,4938.5k $281.2k $281.2k 0.11% Added +1.1k +1,119
64 Authentikos Wealth Advisory, LLC 0.22% of their portfolio MORGAN HILL, CA 8,4518.5k $279.8k $279.8k 0.22% Reduced -25.7k -25,737
65 PKS Advisory Services, LLC 0.07% of their portfolio ALBANY, NY 8,2208.2k $272.2k $272.2k 0.07% Added +298 +298
66 Pinnacle Wealth Planning Services, Inc. 0.04% of their portfolio MANSFIELD, OH 7,9327.9k $262.6k $262.6k 0.04% New
67 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 7,8977.9k $261.5k $261.5k 0.00% Reduced -919 -919
68 COLUMBIA ADVISORY PARTNERS LLC 0.22% of their portfolio SPOKANE, WA 7,6047.6k $251.8k $251.8k 0.22% New
69 CWM, LLC 0.00% of their portfolio OMAHA, NE 7,5817.6k $251.0k $251.0k 0.00% Reduced -250 -250
70 Diligent Investors, LLC 0.06% of their portfolio REDLANDS, CA 7,5007.5k $248.3k $248.3k 0.06% Unchanged
71 AssuredPartners Investment Advisors, LLC 0.05% of their portfolio Tampa, FL 7,4007.4k $245.0k $245.0k 0.05% Unchanged
72 MONEY CONCEPTS CAPITAL CORP 0.02% of their portfolio PALM BEACH GARDENS, FL 7,1927.2k $238.1k $238.1k 0.02% Added +443 +443
73 Kingdom Financial Group LLC. 0.17% of their portfolio PEORIA, AZ 7,0727.1k $234.2k $234.2k 0.17% Reduced -240 -240
74 GRIES FINANCIAL LLC 0.04% of their portfolio Cleveland, OH 6,9306.9k $229.5k $229.5k 0.04% Added +554 +554
75 Signal Advisors Wealth, LLC 0.02% of their portfolio DETROIT, MI 6,6296.6k $219.5k $219.5k 0.02% New
76 Ameritas Advisory Services, LLC 0.01% of their portfolio Lincoln, NE 6,3106.3k $212.0k $212.0k 0.01% New
77 Archer Investment Corp 0.05% of their portfolio Carmel, IN 6,2086.2k $205.6k $205.6k 0.05% Added +2.1k +2,146
78 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 6,2026.2k $205.3k $205.3k 0.00% New
79 GPS Wealth Strategies Group, LLC 0.02% of their portfolio CENTENNIAL, CO 4,7214.7k $156.3k $156.3k 0.02% New
80 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 3,5003.5k $115.9k $115.9k 0.00% Unchanged
81 ORG Partners LLC 0.03% of their portfolio ROANOKE, IN 3,5003.5k $115.9k $115.9k 0.03% Reduced -4.0k -4,000
82 Integrity Financial Corp /WA 0.06% of their portfolio JACKSON, WY 3,0383.0k $100.6k $100.6k 0.06% Reduced -2.4k -2,446
83 Park Square Financial Group, LLC 0.07% of their portfolio ROSWELL, GA 2,7582.8k $91.3k $91.3k 0.07% Added +2.2k +2,158
84 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 2,5002.5k $82.8k $82.8k 0.00% Unchanged
85 Transce3nd, LLC 0.03% of their portfolio BUDA, TX 2,0132.0k $66.7k $66.7k 0.03% Reduced -2 -2
86 Topsail Wealth Management, LLC 0.01% of their portfolio CHARLOTTE, NC 2,0002.0k $66.2k $66.2k 0.01% New
87 Noble Wealth Management PBC 0.04% of their portfolio GREENWOOD VILLAGE, CO 1,9001.9k $62.9k $62.9k 0.04% Added +1.4k +1,400
88 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 1,6901.7k $56.0k $56.0k 0.00% Added +1.5k +1,457
89 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,6551.7k $54.8k $54.8k 0.00% New
90 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 1,4941.5k $49.0k $49.0k 0.00% Added +1.5k +1,493
91 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,3671.4k $45.3k $45.3k 0.00% Added +871 +871
92 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 1,0691.1k $35.4k $35.4k 0.00% New
93 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 825825 $27.8k $27.8k 0.00% Unchanged
94 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 800800 $26.5k $26.5k 0.00% Added +102 +102
95 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 796796 $26.4k $26.4k 0.00% New
96 Capital A Wealth Management, LLC 0.02% of their portfolio CRANBERRY TWP, PA 683683 $22.6k $22.6k 0.02% Reduced -1.4k -1,381
97 Financial Network Wealth Advisors LLC 0.02% of their portfolio MURRAY, UT 531531 $17.6k $17.6k 0.02% New
98 Pineridge Advisors LLC 0.01% of their portfolio ST. CHARLES, MO 504504 $16.7k $16.7k 0.01% Added +7 +7
99 Decker Retirement Planning Inc. 0.01% of their portfolio LEVI, UT 276276 $9.1k $9.1k 0.01% Unchanged
100 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 200200 $6.6k $6.6k 0.00% Unchanged