Vault-13

FIRST TR EXCHNG TRADED FD VI GOCT

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

50 institutional holders +1 vs Q2 2024
1,189,7651.2m shares reported held*
$41.3mreported value*
8 new 10 added 21 reduced 7 sold out net sold ≈ $19.6m (-564.4k 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 ≈ $34.69.

Trends to Q3 2024

Institutional holders

Managers reporting a position, each quarter

0204060Q4 23: 40Q1 24: 44Q2 24: 49Q3 24: 5050Q4 23Q1 24Q2 24Q3 24
Numbers
QuarterHolders
Q4 202340
Q1 202444
Q2 202449
Q3 202450

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 24Q3 24: 18 bought or addedQ3 24: 28 cut or sold outQ3 24
Numbers
QuarterBought or addedCut or sold out
Q1 20241717
Q2 20241621
Q3 20241828

Biggest buyers

EPG Wealth Management LLC Added +19,100+19.1k
JPMORGAN CHASE & CO New +17,748+17.7k
Arkadios Wealth Advisors New +17,600+17.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +14,978+15.0k
Sanctuary Advisors, LLC New +13,938+13.9k
JANE STREET GROUP, LLC Added +10,596+10.6k
FOUNDERS FINANCIAL SECURITIES LLC New +9,977+10.0k
Mutual Advisors, LLC New +6,747+6.7k
CITY HOLDING CO Added +6,600+6.6k
OSAIC HOLDINGS, INC. Added +2,274+2.3k

Biggest sellers

Heck Capital Advisors, LLC Reduced -166,230-166.2k
Raymond James Financial Services Advisors, Inc. Reduced -161,640-161.6k
RAYMOND JAMES & ASSOCIATES Reduced -107,499-107.5k
ENVESTNET ASSET MANAGEMENT INC Reduced -83,648-83.6k
Cetera Investment Advisers Reduced -61,983-62.0k
CreativeOne Wealth, LLC Reduced -25,806-25.8k
Sage Capital Advisors,llc Sold out -15,569-15.6k
Atria Investments, Inc Sold out -12,822-12.8k
Kestra Advisory Services, LLC Reduced -10,979-11.0k
CITADEL ADVISORS LLC Sold out -8,785-8.8k

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, Q3 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Americana Partners, LLC 0.38% of their portfolio Houston, TX 159,799159.8k $5.5m $5.5m 0.38% Reduced -5.0k -5,034
2 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 104,890104.9k $3.6m $3.6m 0.00% Reduced -161.6k -161,640
3 Steward Partners Investment Advisory, LLC 0.03% of their portfolio STAMFORD, CT 88,16288.2k $3.1m $3.1m 0.03% Reduced -1.8k -1,780
4 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 69,30269.3k $2.4m $2.4m 0.01% Reduced -11.0k -10,979
5 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 64,21564.2k $2.2m $2.2m 0.00% Reduced -83.6k -83,648
6 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 58,71158.7k $2.0m $2.0m 0.00% Reduced -107.5k -107,499
7 UPTICK PARTNERS, LLC 0.76% of their portfolio NACOGDOCHES, TX 51,69551.7k $1.8m $1.8m 0.76% Reduced -4.5k -4,480
8 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 50,99451.0k $1.8m $1.8m 0.00% Added +233 +233
9 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 47,52447.5k $1.6m $1.6m 0.00% Added +10.6k +10,596
10 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 44,59244.6k $1.5m $1.5m 0.01% Reduced -843 -843
11 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 36,94736.9k $1.3m $1.3m 0.00% Reduced -15 -15
12 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 35,04135.0k $1.2m $1.2m 0.00% Added +2.3k +2,274
13 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 32,97133.0k $1.1m $1.1m 0.00% Added +15.0k +14,978
14 CITY HOLDING CO 0.15% of their portfolio CHARLESTON, WV 32,08032.1k $1.1m $1.1m 0.15% Added +6.6k +6,600
15 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 25,18025.2k $873.0k $873.0k 0.00% Reduced -5.3k -5,291
16 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 21,70021.7k $752.7k $752.7k 0.02% Reduced -3.1k -3,066
17 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 19,69319.7k $683.1k $683.1k 0.00% Reduced -62.0k -61,983
18 EPG Wealth Management LLC 0.17% of their portfolio ATLANTA, GA 19,10019.1k $662.5k $662.5k 0.17% Added +19.1k +19,100
19 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 18,25718.3k $633.2k $633.2k 0.00% Unchanged
20 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 17,74817.7k $615.6k $615.6k 0.00% New
21 Arkadios Wealth Advisors 0.03% of their portfolio ATLANTA, GA 17,60017.6k $610.5k $610.5k 0.03% New
22 BCGM Wealth Management, LLC 0.20% of their portfolio LAFAYETTE, IN 17,50517.5k $607.2k $607.2k 0.20% Unchanged
23 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 15,50415.5k $538.0k $538.0k 0.00% Added +1.4k +1,371
24 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 13,93813.9k $489.1k $489.1k 0.00% New
25 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 13,60613.6k $471.9k $471.9k 0.00% Unchanged
26 Beacon Financial Advisory LLC 0.16% of their portfolio CLEVELAND, OH 13,54013.5k $469.6k $469.6k 0.16% Unchanged
27 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 11,75011.8k $407.6k $407.6k 0.01% Reduced -350 -350
28 FOUNDERS FINANCIAL SECURITIES LLC 0.03% of their portfolio TOWSON, MD 9,97710.0k $346.1k $346.1k 0.03% New
29 Integrity Financial Corp /WA 0.18% of their portfolio JACKSON, WY 8,7738.8k $304.3k $304.3k 0.18% Reduced -52 -52
30 Rehmann Capital Advisory Group 0.02% of their portfolio LANSING, MI 8,2248.2k $285.2k $285.2k 0.02% Unchanged
31 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 6,8096.8k $236.2k $236.2k 0.01% Reduced -25.8k -25,806
32 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 6,7476.7k $233.8k $233.8k 0.01% New
33 Marshall Financial Group, LLC 0.05% of their portfolio Hunt Valley, MD 6,6026.6k $229.0k $229.0k 0.05% Reduced -135 -135
34 Keystone Wealth Services, LLC 0.06% of their portfolio PALM DESERT, CA 6,5476.5k $227.1k $227.1k 0.06% Reduced -300 -300
35 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 6,4736.5k $224.5k $224.5k 0.00% Unchanged
36 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 6,2536.3k $216.9k $216.9k 0.01% Added +511 +511
37 Foundations Investment Advisors, LLC 0.00% of their portfolio PHOENIX, AZ 6,2366.2k $216.3k $216.3k 0.00% Unchanged
38 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 4,1774.2k $144.9k $144.9k 0.00% Added +932 +932
39 Anfield Capital Management, LLC 0.05% of their portfolio IRVINE, CA 3,6913.7k $128.0k $128.0k 0.05% Reduced -1.1k -1,104
40 REAP Financial Group, LLC 0.02% of their portfolio AUSTIN, TX 2,1952.2k $76.1k $76.1k 0.02% Reduced -2.3k -2,330
41 Jaffetilchin Investment Partners, LLC 0.00% of their portfolio TAMPA, FL 1,6541.7k $57.4k $57.4k 0.00% New
42 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 1,6461.6k $57.1k $57.1k 0.00% Unchanged
43 Caitlin John, LLC 0.01% of their portfolio BRIGHTON, MI 373373 $13.1k $13.1k 0.01% Added +13 +13
44 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 330330 $11.4k $11.4k 0.00% Reduced -6.7k -6,715
45 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 319319 $11.1k $11.1k 0.00% New
46 Heck Capital Advisors, LLC 0.00% of their portfolio Rhinelander, WI 224224 $7.8k $7.8k 0.00% Reduced -166.2k -166,230
47 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 208208 $7.2k $7.2k 0.00% Unchanged
48 DHJJ Financial Advisors, Ltd. 0.00% of their portfolio NAPERVILLE, IL 200200 $6.9k $6.9k 0.00% Unchanged
49 Archer Investment Corp 0.00% of their portfolio Carmel, IN 6363 $2.2k $2.2k 0.00% Unchanged
50 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 2424 $832 $832 0.00% New