FIRST TR EXCHNG TRADED FD VI GOCT
FT VEST U.S EQT · ETP · CUSIP 33740U695
44
institutional holders
+4 vs Q4 2023
2.0m
shares reported held*
$65.2mreported value*
9 new
8 added
12 reduced
5 sold out
net sold ≈ $6.8m (-202.8k 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 ≈ $33.43.
Trends to Q1 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q4 2023 | 40 |
| Q1 2024 | 44 |
Biggest buyers
| Raymond James Financial Services Advisors, Inc. | New | +405.2k |
| RAYMOND JAMES & ASSOCIATES | New | +213.2k |
| Cetera Investment Advisers | Added | +92.1k |
| ENVESTNET ASSET MANAGEMENT INC | Added | +75.6k |
| CreativeOne Wealth, LLC | New | +31.4k |
| LPL Financial LLC | New | +18.2k |
| Sage Capital Advisors,llc | New | +17.3k |
| Signal Advisors Wealth, LLC | New | +16.7k |
| Kestra Advisory Services, LLC | Added | +11.5k |
| OneDigital Investment Advisors LLC | New | +6.5k |
Biggest sellers
| Lifestyle Asset Management, Inc. | Sold out | -532.8k |
| Steward Partners Investment Advisory, LLC | Reduced | -430.2k |
| Cetera Advisor Networks LLC | Sold out | -28.0k |
| Americana Partners, LLC | Reduced | -25.1k |
| CITADEL ADVISORS LLC | Sold out | -21.7k |
| COMMONWEALTH EQUITY SERVICES, LLC | Reduced | -17.7k |
| AE Wealth Management LLC | Reduced | -16.9k |
| Meridian Wealth Management, LLC | Sold out | -6.6k |
| Anfield Capital Management, LLC | Sold out | -6.4k |
| Archer Investment Corp | Reduced | -3.9k |
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.
| Holder | Stake |
|---|---|
| FIRST TRUST PORTFOLIOS LP 13G · institution +2.5 pts · filed 2026-10-22 | 36.8% |
Holders, Q1 2024
| Manager | Shares | Change |
|---|---|---|
| Raymond James Financial Services Advisors, Inc. 0.02% of their portfolio | 405.2k $13.5m | New |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 213.2k $7.1m | New |
| Heck Capital Advisors, LLC 0.90% of their portfolio | 175.7k $5.9m | Added +1.7k |
| Americana Partners, LLC 0.42% of their portfolio | 151.8k $5.1m | Reduced -25.1k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 144.1k $4.8m | Added +75.6k |
| Cetera Investment Advisers 0.01% of their portfolio | 99.4k $3.3m | Added +92.1k |
| Steward Partners Investment Advisory, LLC 0.03% of their portfolio | 89.7k $3.0m | Reduced -430.2k |
| Kestra Advisory Services, LLC 0.02% of their portfolio | 85.1k $2.8m | Added +11.5k |
| UPTICK PARTNERS, LLC 1.43% of their portfolio | 56.2k $1.9m | Unchanged |
| AE Wealth Management LLC 0.02% of their portfolio | 54.4k $1.8m | Reduced -16.9k |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 51.9k $1.7m | Reduced -3.8k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 38.7k $1.3m | Added +219 |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 37.0k $1.2m | Unchanged |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 31.4k $1.1m | Reduced -17.7k |
| CreativeOne Wealth, LLC 0.04% of their portfolio | 31.4k $1.1m | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 27.3k $912.7k | Added +3.7k |
| CITY HOLDING CO 0.13% of their portfolio | 25.5k $851.8k | Unchanged |
| EPG Wealth Management LLC 0.18% of their portfolio | 22.4k $750.5k | Unchanged |
| REAP Financial Group, LLC 0.19% of their portfolio | 21.2k $710.3k | Unchanged |
| BCGM Wealth Management, LLC 0.23% of their portfolio | 19.0k $635.7k | Unchanged |
| LPL Financial LLC 0.00% of their portfolio | 18.2k $607.2k | New |
| Sage Capital Advisors,llc 0.17% of their portfolio | 17.3k $577.5k | New |
| Signal Advisors Wealth, LLC 0.14% of their portfolio | 16.7k $558.4k | New |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 14.4k $482.0k | Reduced -3.4k |
| InterOcean Capital Group, LLC 0.01% of their portfolio | 13.6k $454.8k | Unchanged |
| Beacon Financial Advisory LLC 0.22% of their portfolio | 13.5k $452.6k | Unchanged |
| KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio | 12.1k $404.5k | Unchanged |
| Integrity Financial Corp /WA 0.20% of their portfolio | 8.8k $295.0k | Unchanged |
| Rehmann Capital Advisory Group 0.02% of their portfolio | 8.2k $274.9k | Unchanged |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.02% of their portfolio | 8.0k $268.7k | Unchanged |
| Keystone Wealth Services, LLC 0.07% of their portfolio | 6.8k $228.9k | Unchanged |
| Marshall Financial Group, LLC 0.06% of their portfolio | 6.7k $225.5k | Added +144 |
| OneDigital Investment Advisors LLC 0.00% of their portfolio | 6.5k $216.4k | New |
| Foundations Investment Advisors, LLC 0.01% of their portfolio | 6.2k $208.5k | Reduced -2.7k |
| CoreCap Advisors, LLC 0.01% of their portfolio | 3.5k $115.5k | New |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 3.4k $112.6k | Reduced -903 |
| Financial Gravity Asset Management, Inc. 0.01% of their portfolio | 2.7k $88.4k | Added +1.0k |
| IFP Advisors, Inc 0.00% of their portfolio | 1.6k $55.0k | Unchanged |
| PRINCIPAL SECURITIES, INC. 0.00% of their portfolio | 1.5k $50.1k | Reduced -200 |
| Caitlin John, LLC 0.01% of their portfolio | 328 $11.0k | Reduced -7 |
| Larson Financial Group LLC 0.00% of their portfolio | 208 $7.0k | Unchanged |
| DHJJ Financial Advisors, Ltd. 0.00% of their portfolio | 200 $6.7k | New |
| UBS Group AG 0.00% of their portfolio | 194 $6.5k | Reduced -497 |
| Archer Investment Corp 0.00% of their portfolio | 63 $2.1k | Reduced -3.9k |