Vault-13

FIRST TR EXCHNG TRADED FD VI GOCT

FT VEST U.S EQT · ETP · CUSIP 33740U695

49 institutional holders +5 vs Q1 2024
1,754,1701.8m shares reported held*
$60.5mreported value*
8 new 8 added 19 reduced 2 sold out net sold ≈ $6.3m (-183.7k 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 ≈ $34.48.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

0204060Q4 23: 40Q1 24: 44Q2 24: 4949Q4 23Q1 24Q2 24
Numbers
QuarterHolders
Q4 202340
Q1 202444
Q2 202449

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q1 24: 17 bought or addedQ1 24: 17 cut or sold outQ1 24Q2 24: 16 bought or addedQ2 24: 21 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q1 20241717
Q2 20241621

Biggest buyers

JANE STREET GROUP, LLC New +36,928+36.9k
OLD MISSION CAPITAL LLC New +24,766+24.8k
Focus Partners Wealth New +13,606+13.6k
Americana Partners, LLC Added +13,015+13.0k
Atria Investments, Inc New +12,822+12.8k
CITADEL ADVISORS LLC New +8,785+8.8k
Anfield Capital Management, LLC New +4,795+4.8k
ENVESTNET ASSET MANAGEMENT INC Added +3,791+3.8k
CoreCap Advisors, LLC Added +2,287+2.3k
CreativeOne Wealth, LLC Added +1,184+1.2k

Biggest sellers

Raymond James Financial Services Advisors, Inc. Reduced -138,625-138.6k
RAYMOND JAMES & ASSOCIATES Reduced -46,953-47.0k
EPG Wealth Management LLC Reduced -22,450-22.4k
Cetera Investment Advisers Reduced -17,714-17.7k
REAP Financial Group, LLC Reduced -16,723-16.7k
Signal Advisors Wealth, LLC Sold out -16,705-16.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -9,309-9.3k
Heck Capital Advisors, LLC Reduced -9,212-9.2k
AE Wealth Management LLC Reduced -8,958-9.0k
OSAIC HOLDINGS, INC. Reduced -5,926-5.9k

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 +2.5 pts · filed 2026-10-22 36.8% +2.5 pts 2.2m≈ $90.9m 2026-10-22

Holders, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 266,530266.5k $9.1m $9.1m 0.01% Reduced -138.6k -138,625
2 Heck Capital Advisors, LLC 0.71% of their portfolio Rhinelander, WI 166,454166.5k $5.7m $5.7m 0.71% Reduced -9.2k -9,212
3 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 166,210166.2k $5.7m $5.7m 0.00% Reduced -47.0k -46,953
4 Americana Partners, LLC 0.44% of their portfolio Houston, TX 164,833164.8k $5.6m $5.6m 0.44% Added +13.0k +13,015
5 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 147,863147.9k $5.0m $5.0m 0.00% Added +3.8k +3,791
6 Steward Partners Investment Advisory, LLC 0.03% of their portfolio STAMFORD, CT 89,94289.9k $3.1m $3.1m 0.03% Added +218 +218
7 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 81,67681.7k $2.8m $2.8m 0.01% Reduced -17.7k -17,714
8 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 80,28180.3k $2.7m $2.7m 0.02% Reduced -4.8k -4,794
9 UPTICK PARTNERS, LLC 1.44% of their portfolio NACOGDOCHES, TX 56,17556.2k $1.9m $1.9m 1.44% Unchanged
10 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 50,76150.8k $1.7m $1.7m 0.00% Reduced -1.2k -1,161
11 AE Wealth Management LLC 0.02% of their portfolio TOPEKA, KS 45,43545.4k $1.5m $1.5m 0.02% Reduced -9.0k -8,958
12 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 36,96237.0k $1.3m $1.3m 0.00% Unchanged
13 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 36,92836.9k $1.3m $1.3m 0.00% New
14 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 32,76732.8k $1.1m $1.1m 0.00% Reduced -5.9k -5,926
15 CreativeOne Wealth, LLC 0.06% of their portfolio OVERLAND PARK, KS 32,61532.6k $1.1m $1.1m 0.06% Added +1.2k +1,184
16 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 30,47130.5k $1.0m $1.0m 0.00% Reduced -960 -960
17 CITY HOLDING CO 0.13% of their portfolio CHARLESTON, WV 25,48025.5k $868.6k $868.6k 0.13% Unchanged
18 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 24,76624.8k $844.5k $844.5k 0.02% New
19 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 18,25718.3k $622.6k $622.6k 0.00% Added +93 +93
20 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 17,99318.0k $613.6k $613.6k 0.00% Reduced -9.3k -9,309
21 BCGM Wealth Management, LLC 0.21% of their portfolio LAFAYETTE, IN 17,50517.5k $596.9k $596.9k 0.21% Reduced -1.5k -1,512
22 Sage Capital Advisors,llc 0.15% of their portfolio SIOUX FALLS, SD 15,56915.6k $530.9k $530.9k 0.15% Reduced -1.7k -1,707
23 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 14,13314.1k $482.0k $482.0k 0.00% Reduced -300 -300
24 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 13,60613.6k $464.0k $464.0k 0.00% New
25 Beacon Financial Advisory LLC 0.17% of their portfolio CLEVELAND, OH 13,54013.5k $461.7k $461.7k 0.17% Unchanged
26 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 12,82212.8k $437.2k $437.2k 0.01% New
27 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 12,10012.1k $412.6k $412.6k 0.01% Unchanged
28 Integrity Financial Corp /WA 0.19% of their portfolio JACKSON, WY 8,8258.8k $300.9k $300.9k 0.19% Unchanged
29 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 8,7858.8k $299.6k $299.6k 0.00% New
30 Rehmann Capital Advisory Group 0.02% of their portfolio LANSING, MI 8,2248.2k $280.4k $280.4k 0.02% Unchanged
31 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.02% of their portfolio BIRMINGHAM, AL 7,0457.0k $240.2k $240.2k 0.02% Reduced -993 -993
32 Keystone Wealth Services, LLC 0.07% of their portfolio PALM DESERT, CA 6,8476.8k $233.5k $233.5k 0.07% Unchanged
33 Marshall Financial Group, LLC 0.06% of their portfolio Hunt Valley, MD 6,7376.7k $229.7k $229.7k 0.06% Reduced -9 -9
34 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 6,4736.5k $220.7k $220.7k 0.00% Unchanged
35 Foundations Investment Advisors, LLC 0.01% of their portfolio PHOENIX, AZ 6,2366.2k $212.6k $212.6k 0.01% Unchanged
36 CoreCap Advisors, LLC 0.02% of their portfolio SOUTHFIELD, MI 5,7425.7k $195.8k $195.8k 0.02% Added +2.3k +2,287
37 Anfield Capital Management, LLC 0.08% of their portfolio IRVINE, CA 4,7954.8k $163.5k $163.5k 0.08% New
38 REAP Financial Group, LLC 0.04% of their portfolio AUSTIN, TX 4,5254.5k $154.3k $154.3k 0.04% Reduced -16.7k -16,723
39 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 3,2453.2k $110.7k $110.7k 0.00% Reduced -124 -124
40 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 1,6461.6k $56.1k $56.1k 0.00% Unchanged
41 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,1321.1k $38.6k $38.6k 0.00% Added +938 +938
42 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 600600 $20.5k $20.5k 0.00% Reduced -900 -900
43 Financial Network Wealth Advisors LLC 0.01% of their portfolio MURRAY, UT 530530 $18.1k $18.1k 0.01% New
44 Caitlin John, LLC 0.01% of their portfolio BRIGHTON, MI 360360 $12.3k $12.3k 0.01% Added +32 +32
45 MATHER GROUP, LLC. 0.00% of their portfolio CHICAGO, IL 278278 $9.3k $9.3k 0.00% New
46 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 208208 $7.1k $7.1k 0.00% Unchanged
47 DHJJ Financial Advisors, Ltd. 0.00% of their portfolio NAPERVILLE, IL 200200 $6.8k $6.8k 0.00% Unchanged
48 Archer Investment Corp 0.00% of their portfolio Carmel, IN 6363 $2.1k $2.1k 0.00% Unchanged
49 EPG Wealth Management LLC 0.17% of their portfolio ATLANTA, GA 00 $707.6k $707.6k 0.17% Reduced -22.4k -22,450