Vault-13

FIRST TR EXCHNG TRADED FD VI GDEC

FT VEST US EQT · ETP · CUSIP 33740U679

81 institutional holders -23 vs Q2 2025
3,794,4613.8m shares reported held*
$138.6mreported value*
4 new 10 added 41 reduced 26 sold out net sold ≈ $143.6m (-3.9m 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 ≈ $36.54.

Trends to Q3 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q4 23: 33Q1 24: 49Q2 24: 53Q3 24: 54Q4 24: 96Q1 25: 102Q2 25: 104Q3 25: 8181Q4 23Q2 24Q4 24Q2 25Q3 25
Numbers
QuarterHolders
Q4 202333
Q1 202449
Q2 202453
Q3 202454
Q4 202496
Q1 2025102
Q2 2025104
Q3 202581

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 outQ3 24: 23 bought or addedQ3 24: 27 cut or sold outQ3 24Q4 24: 65 bought or addedQ4 24: 24 cut or sold outQ1 25: 58 bought or addedQ1 25: 41 cut or sold outQ1 25Q2 25: 35 bought or addedQ2 25: 56 cut or sold outQ3 25: 14 bought or addedQ3 25: 67 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q1 20244010
Q2 20241725
Q3 20242327
Q4 20246524
Q1 20255841
Q2 20253556
Q3 20251467

Calls vs puts

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

CallsPuts
$0$20k$40k$60kQ4 24 calls: $0Q4 24 puts: $0Q4 24P/C —Q1 25 calls: $57.6kQ1 25 puts: $0Q1 25P/C 0.00Q2 25 calls: $0Q2 25 puts: $0Q2 25P/C —Q3 25 calls: $0Q3 25 puts: $0Q3 25P/C —
Numbers
QuarterCallsPutsP/C
Q4 2024$0$0—
Q1 2025$57.6k$00.00
Q2 2025$0$0—
Q3 2025$0$0—

Biggest buyers

BECK CAPITAL MANAGEMENT, LLC Added +55,710+55.7k
Clearstead Advisors, LLC New +39,283+39.3k
OLD MISSION CAPITAL LLC Added +20,622+20.6k
ENVESTNET ASSET MANAGEMENT INC Added +17,957+18.0k
Ameritas Advisory Services, LLC Added +8,505+8.5k
Sunbelt Securities, Inc. Added +7,916+7.9k
JPMORGAN CHASE & CO New +6,532+6.5k
Cetera Investment Advisers Added +6,518+6.5k
CWC Advisors, LLC. New +6,031+6.0k
FOUNDERS FINANCIAL SECURITIES LLC Added +3,860+3.9k

Biggest sellers

AE Wealth Management LLC Reduced -1,966,489-2.0m
Uniting Wealth Partners, LLC Sold out -282,697-282.7k
MAI Capital Management Reduced -244,363-244.4k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -238,293-238.3k
Wellment Financial Sold out -213,794-213.8k
Lloyd Advisory Services, LLC. Sold out -164,519-164.5k
Outlook Wealth Advisors, LLC Sold out -157,342-157.3k
First International Bank of Israel Ltd. Sold out -150,000-150.0k
TOUNJIAN ADVISORY PARTNERS, LLC Sold out -124,894-124.9k
SMART Wealth LLC Sold out -52,930-52.9k

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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 HOLLENCREST CAPITAL MANAGEMENT 1.46% of their portfolio NEWPORT BEACH, CA 1,097,8151.1m $40.3m $40.3m 1.46% Reduced -4.2k -4,202
2 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 437,384437.4k $15.8m $15.8m 0.02% Reduced -22.8k -22,797
3 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 234,142234.1k $8.6m $8.6m 0.00% Added +18.0k +17,957
4 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 222,633222.6k $8.2m $8.2m 0.01% Reduced -238.3k -238,293
5 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 206,898206.9k $7.6m $7.6m 0.00% Reduced -10.8k -10,774
6 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 169,719169.7k $6.2m $6.2m 0.01% Added +6.5k +6,518
7 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 168,472168.5k $6.2m $6.2m 0.02% Reduced -21.2k -21,175
8 HARBOUR INVESTMENTS, INC. 0.12% of their portfolio MADISON, WI 144,963145.0k $5.3m $5.3m 0.12% Reduced -3.6k -3,603
9 Bullseye Investment Management, LLC 1.90% of their portfolio CINCINNATI, OH 94,35394.4k $3.1m $3.1m 1.90% Unchanged
10 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 89,27789.3k $3.3m $3.3m 0.00% Reduced -466 -466
11 BECK CAPITAL MANAGEMENT, LLC 0.65% of their portfolio AUSTIN, TX 76,52476.5k $2.8m $2.8m 0.65% Added +55.7k +55,710
12 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 70,32770.3k $2.6m $2.6m 0.01% Reduced -18.2k -18,241
13 Clearstead Advisors, LLC 0.02% of their portfolio CLEVELAND, OH 39,28339.3k $1.4m $1.4m 0.02% New
14 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 38,88338.9k $1.4m $1.4m 0.00% Reduced -347 -347
15 OLD MISSION CAPITAL LLC 0.05% of their portfolio CHICAGO, IL 38,78738.8k $1.4m $1.4m 0.05% Added +20.6k +20,622
16 FOUNDERS FINANCIAL SECURITIES LLC 0.09% of their portfolio TOWSON, MD 36,96437.0k $1.4m $1.4m 0.09% Added +3.9k +3,860
17 Tanglewood Legacy Advisors, LLC 0.41% of their portfolio HOUSTON, TX 29,06229.1k $1.1m $1.1m 0.41% Unchanged
18 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 27,97528.0k $1.0m $1.0m 0.00% Reduced -425 -425
19 Avidian Wealth Enterprises, LLC 0.04% of their portfolio Houston, TX 26,05126.1k $955.6k $955.6k 0.04% Unchanged
20 MAI Capital Management 0.01% of their portfolio INDEPENDENCE, OH 25,58925.6k $938.6k $938.6k 0.01% Reduced -244.4k -244,363
21 Concurrent Investment Advisors, LLC 0.02% of their portfolio Tampa, FL 25,05225.1k $918.9k $918.9k 0.02% Reduced -573 -573
22 Sunbelt Securities, Inc. 0.06% of their portfolio HOUSTON, TX 23,37823.4k $857.5k $857.5k 0.06% Added +7.9k +7,916
23 Signal Advisors Wealth, LLC 0.08% of their portfolio DETROIT, MI 22,73022.7k $833.7k $833.7k 0.08% Reduced -13.4k -13,357
24 Arkadios Wealth Advisors 0.02% of their portfolio ATLANTA, GA 22,31222.3k $818.4k $818.4k 0.02% Reduced -3.2k -3,194
25 Wood Tarver Financial Group, LLC 0.20% of their portfolio BOISE, ID 18,66618.7k $684.0k $684.0k 0.20% Reduced -218 -218
26 UPTICK PARTNERS, LLC 0.18% of their portfolio NACOGDOCHES, TX 18,66518.7k $684.6k $684.6k 0.18% Unchanged
27 REAP Financial Group, LLC 0.14% of their portfolio AUSTIN, TX 18,16318.2k $666.2k $666.2k 0.14% Reduced -199 -199
28 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 17,60017.6k $645.6k $645.6k 0.00% Unchanged
29 Sequent Planning LLC 0.17% of their portfolio OMAHA, NE 16,55316.6k $607.2k $607.2k 0.17% Reduced -131 -131
30 Catalina Capital Group, LLC 0.36% of their portfolio Torrance, CA 16,05116.1k $588.8k $588.8k 0.36% Reduced -141 -141
31 HBW ADVISORY SERVICES LLC 0.07% of their portfolio SIMI VALLEY, CA 15,98116.0k $586.2k $586.2k 0.07% Reduced -1.2k -1,197
32 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 15,61015.6k $572.6k $572.6k 0.01% Reduced -560 -560
33 Madrona Financial Services, LLC 0.12% of their portfolio EVERETT, WA 14,51514.5k $532.4k $532.4k 0.12% Unchanged
34 Ashton Thomas Private Wealth, LLC 0.01% of their portfolio SCOTTSDALE, AZ 13,00913.0k $477.2k $477.2k 0.01% Reduced -994 -994
35 LifeWealth Investments, LLC 0.07% of their portfolio WINTER GARDEN, FL 12,25812.3k $449.6k $449.6k 0.07% Reduced -42.9k -42,884
36 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 12,25212.3k $449.4k $449.4k 0.00% Reduced -2.0m -1,966,489
37 Kingsview Wealth Management, LLC 0.01% of their portfolio GRANTS PASS, OR 11,33111.3k $415.6k $415.6k 0.01% Reduced -1.2k -1,189
38 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 10,96811.0k $402.3k $402.3k 0.00% Reduced -8.7k -8,702
39 Grantvest Financial Group LLC 0.27% of their portfolio MATAWAN, NJ 10,63110.6k $389.9k $389.9k 0.27% Reduced -2.1k -2,083
40 Mariner, LLC 0.00% of their portfolio Overland Park, KS 9,7909.8k $359.1k $359.1k 0.00% Added +42 +42
41 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 9,4909.5k $348.1k $348.1k 0.02% Added +8.5k +8,505
42 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 9,3259.3k $342.0k $342.0k 0.01% Added +35 +35
43 DHJJ Financial Advisors, Ltd. 0.11% of their portfolio NAPERVILLE, IL 9,1919.2k $337.1k $337.1k 0.11% Unchanged
44 Brookstone Capital Management 0.00% of their portfolio WHEATON, IL 8,7758.8k $321.9k $321.9k 0.00% Reduced -326 -326
45 FSB PREMIER WEALTH MANAGEMENT, INC. 0.10% of their portfolio WATERLOO, IA 8,4648.5k $310.5k $310.5k 0.10% Reduced -26 -26
46 Pinnacle Wealth Planning Services, Inc. 0.03% of their portfolio MANSFIELD, OH 7,9327.9k $290.9k $290.9k 0.03% Unchanged
47 Lifeworks Advisors, LLC 0.04% of their portfolio GRAND RAPIDS, MI 7,8347.8k $287.4k $287.4k 0.04% Reduced -66 -66
48 PKS Advisory Services, LLC 0.06% of their portfolio ALBANY, NY 7,6017.6k $278.8k $278.8k 0.06% Unchanged
49 COLUMBIA ADVISORY PARTNERS LLC 0.19% of their portfolio SPOKANE, WA 7,6007.6k $278.8k $278.8k 0.19% Reduced -4 -4
50 Diligent Investors, LLC 0.07% of their portfolio REDLANDS, CA 7,5007.5k $275.1k $275.1k 0.07% Unchanged
51 AssuredPartners Investment Advisors, LLC 0.06% of their portfolio Tampa, FL 7,4007.4k $271.4k $271.4k 0.06% Unchanged
52 MONEY CONCEPTS CAPITAL CORP 0.02% of their portfolio PALM BEACH GARDENS, FL 7,1927.2k $263.8k $263.8k 0.02% Unchanged
53 GRIES FINANCIAL LLC 0.04% of their portfolio Cleveland, OH 6,9306.9k $254.2k $254.2k 0.04% Unchanged
54 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 6,5326.5k $239.6k $239.6k 0.00% New
55 CWC Advisors, LLC. 0.11% of their portfolio LAKE OSWEGO, OR 6,0316.0k $221.2k $221.2k 0.11% New
56 ADAPT WEALTH ADVISORS, LLC 0.08% of their portfolio ATLANTA, GA 6,0006.0k $220.1k $220.1k 0.08% Unchanged
57 Rehmann Capital Advisory Group 0.01% of their portfolio LANSING, MI 5,9956.0k $219.9k $219.9k 0.01% Unchanged
58 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 5,9646.0k $218.0k $218.0k 0.00% Reduced -1.8k -1,806
59 Robertson Stephens Wealth Management, LLC 0.01% of their portfolio San Francisco, CA 5,7815.8k $212.0k $212.0k 0.01% Unchanged
60 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 5,6245.6k $206.3k $206.3k 0.00% Reduced -18.5k -18,496
61 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 5,4735.5k $200.8k $200.8k 0.00% Reduced -282 -282
62 GPS Wealth Strategies Group, LLC 0.02% of their portfolio CENTENNIAL, CO 4,7214.7k $173.2k $173.2k 0.02% Unchanged
63 Anfield Capital Management, LLC 0.05% of their portfolio IRVINE, CA 4,5394.5k $166.5k $166.5k 0.05% Unchanged
64 Integrity Financial Corp /WA 0.08% of their portfolio JACKSON, WY 4,3904.4k $161.0k $161.0k 0.08% Reduced -55 -55
65 Archer Investment Corp 0.04% of their portfolio Carmel, IN 4,3284.3k $158.8k $158.8k 0.04% Reduced -1.9k -1,880
66 EVOLUTION WEALTH MANAGEMENT INC. 0.14% of their portfolio FORT MYERS, FL 3,7903.8k $139.0k $139.0k 0.14% Reduced -3.4k -3,423
67 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 3,5003.5k $128.4k $128.4k 0.00% Unchanged
68 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 2,5002.5k $91.7k $91.7k 0.00% Unchanged
69 Topsail Wealth Management, LLC 0.01% of their portfolio CHARLOTTE, NC 2,0002.0k $73.4k $73.4k 0.01% Unchanged
70 Noble Wealth Management PBC 0.04% of their portfolio GREENWOOD VILLAGE, CO 1,9001.9k $69.7k $69.7k 0.04% First filing
71 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 1,5111.5k $55.4k $55.4k 0.00% Unchanged
72 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 1,4941.5k $54.8k $54.8k 0.00% Unchanged
73 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 1,4571.5k $53.4k $53.4k 0.00% Reduced -233 -233
74 CWM, LLC 0.00% of their portfolio OMAHA, NE 1,1251.1k $41.0k $41.0k 0.00% Reduced -6 -6
75 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 753753 $28.0k $28.0k 0.00% New
76 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 730730 $26.8k $26.8k 0.00% Reduced -5 -5
77 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 671671 $24.6k $24.6k 0.00% Added +241 +241
78 Financial Network Wealth Advisors LLC 0.02% of their portfolio MURRAY, UT 531531 $19.5k $19.5k 0.02% Unchanged
79 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 456456 $16.7k $16.7k 0.00% Reduced -211 -211
80 UBS Group AG 0.00% of their portfolio ZURICH, V8 415415 $15.2k $15.2k 0.00% Reduced -17.7k -17,720
81 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 400400 $14.7k $14.7k 0.00% Unchanged