Vault-13

FIRST TR EXCHNG TRADED FD VI GOCT

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

81 institutional holders +31 vs Q3 2024
3,655,2943.7m shares reported held*
$127.9mreported value*
31 new 29 added 7 reduced 4 sold out net bought ≈ $55.1m (+1.6m 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 ≈ $35.00.

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

050100Q4 23: 40Q1 24: 44Q2 24: 49Q3 24: 50Q4 24: 8181Q4 23Q1 24Q2 24Q3 24Q4 24
Numbers
QuarterHolders
Q4 202340
Q1 202444
Q2 202449
Q3 202450
Q4 202481

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 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 24Q4 24: 60 bought or addedQ4 24: 11 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 20241717
Q2 20241621
Q3 20241828
Q4 20246011

Biggest buyers

PRIVATE CLIENT SERVICES, LLC New +278,853+278.9k
Sequent Planning LLC New +265,329+265.3k
Advisory Services Network, LLC New +127,321+127.3k
Sunbelt Securities, Inc. New +106,344+106.3k
COMMONWEALTH EQUITY SERVICES, LLC Added +101,330+101.3k
Kestra Advisory Services, LLC Added +97,471+97.5k
OSAIC HOLDINGS, INC. Added +79,947+79.9k
ENVESTNET ASSET MANAGEMENT INC Added +67,134+67.1k
WEDBUSH SECURITIES INC New +63,100+63.1k
IFP Advisors, Inc Added +62,563+62.6k

Biggest sellers

JANE STREET GROUP, LLC Reduced -37,467-37.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -32,971-33.0k
JPMORGAN CHASE & CO Sold out -17,748-17.7k
OLD MISSION CAPITAL LLC Reduced -10,332-10.3k
Jaffetilchin Investment Partners, LLC Sold out -1,654-1.7k
AE Wealth Management LLC Reduced -1,015-1.0k
UPTICK PARTNERS, LLC Reduced -230-230
Heck Capital Advisors, LLC Sold out -224-224
Steward Partners Investment Advisory, LLC Reduced -192-192
Mutual Advisors, LLC Reduced -100-100

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, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 875,568875.6k $30.6m $30.6m 0.01% First filing
2 PRIVATE CLIENT SERVICES, LLC 5.24% of their portfolio LOUISVILLE, KY 278,853278.9k $9.8m $9.8m 5.24% New
3 Sequent Planning LLC 3.41% of their portfolio OMAHA, NE 265,329265.3k $9.3m $9.3m 3.41% New
4 Americana Partners, LLC 0.27% of their portfolio Houston, TX 190,222190.2k $6.7m $6.7m 0.27% Added +30.4k +30,423
5 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 166,773166.8k $5.8m $5.8m 0.03% Added +97.5k +97,471
6 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 131,349131.3k $4.6m $4.6m 0.00% Added +67.1k +67,134
7 Advisory Services Network, LLC 0.08% of their portfolio ATLANTA, GA 127,321127.3k $4.5m $4.5m 0.08% New
8 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 126,510126.5k $4.4m $4.4m 0.01% Added +101.3k +101,330
9 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 114,988115.0k $4.0m $4.0m 0.01% Added +79.9k +79,947
10 Sunbelt Securities, Inc. 0.33% of their portfolio HOUSTON, TX 106,344106.3k $3.7m $3.7m 0.33% New
11 Midwest Financial Network, LLC 3.86% of their portfolio TINLEY PARK, IL 106,080106.1k $3.7m $3.7m 3.86% First filing
12 Steward Partners Investment Advisory, LLC 0.03% of their portfolio STAMFORD, CT 87,97088.0k $3.1m $3.1m 0.03% Reduced -192 -192
13 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 67,53567.5k $2.4m $2.4m 0.00% Added +16.5k +16,541
14 IFP Advisors, Inc 0.07% of their portfolio TAMPA, FL 64,20964.2k $2.2m $2.2m 0.07% Added +62.6k +62,563
15 WEDBUSH SECURITIES INC 0.08% of their portfolio PASADENA, CA 63,10063.1k $2.2m $2.2m 0.08% New
16 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 56,43456.4k $2.0m $2.0m 0.00% Added +36.7k +36,741
17 UPTICK PARTNERS, LLC 0.65% of their portfolio NACOGDOCHES, TX 51,46551.5k $1.8m $1.8m 0.65% Reduced -230 -230
18 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 43,57743.6k $1.5m $1.5m 0.01% Reduced -1.0k -1,015
19 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 36,94736.9k $1.3m $1.3m 0.00% Unchanged
20 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 34,70534.7k $1.2m $1.2m 0.00% New
21 CITY HOLDING CO 0.16% of their portfolio CHARLESTON, WV 32,87532.9k $1.1m $1.1m 0.16% Added +795 +795
22 FLAGSTAR SECURITIES, INC 0.27% of their portfolio New York, NY 31,48731.5k $1.1m $1.1m 0.27% New
23 Wood Tarver Financial Group, LLC 0.34% of their portfolio BOISE, ID 28,68028.7k $1.0m $1.0m 0.34% First filing
24 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 28,47628.5k $996.0k $996.0k 0.00% Added +13.0k +12,972
25 CreativeOne Wealth, LLC 0.03% of their portfolio OVERLAND PARK, KS 28,10328.1k $983.3k $983.3k 0.03% Added +21.3k +21,294
26 Noble Wealth Management PBC 0.67% of their portfolio GREENWOOD VILLAGE, CO 27,38027.4k $958.0k $958.0k 0.67% First filing
27 Schulz Wealth, LTD. 0.65% of their portfolio MANSFIELD, TX 24,17724.2k $846.0k $846.0k 0.65% New
28 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 21,08021.1k $737.6k $737.6k 0.00% Added +7.5k +7,474
29 Arkadios Wealth Advisors 0.04% of their portfolio ATLANTA, GA 20,25020.2k $708.5k $708.5k 0.04% Added +2.6k +2,650
30 EPG Wealth Management LLC 0.19% of their portfolio ATLANTA, GA 20,10020.1k $703.3k $703.3k 0.19% Added +1.0k +1,000
31 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 19,07919.1k $667.6k $667.6k 0.00% Added +822 +822
32 HBW ADVISORY SERVICES LLC 0.07% of their portfolio SIMI VALLEY, CA 18,90518.9k $661.5k $661.5k 0.07% New
33 BlueChip Wealth Advisors LLC 0.37% of their portfolio Milton, GA 18,90318.9k $661.4k $661.4k 0.37% New
34 BCGM Wealth Management, LLC 0.19% of their portfolio LAFAYETTE, IN 17,50517.5k $612.5k $612.5k 0.19% Unchanged
35 Diligent Investors, LLC 0.13% of their portfolio REDLANDS, CA 15,80015.8k $552.8k $552.8k 0.13% New
36 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 15,03515.0k $526.0k $526.0k 0.00% New
37 FORTRESS PRIVATE LEDGER, LLC 0.31% of their portfolio RALEIGH, NC 14,58514.6k $510.3k $510.3k 0.31% First filing
38 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 14,26414.3k $508.3k $508.3k 0.00% Added +326 +326
39 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 14,26014.3k $499.0k $499.0k 0.01% Added +2.5k +2,510
40 PRINCIPAL SECURITIES, INC. 0.01% of their portfolio DES MOINES, IA 13,85713.9k $484.9k $484.9k 0.01% New
41 FOUNDERS FINANCIAL SECURITIES LLC 0.04% of their portfolio TOWSON, MD 13,67213.7k $478.4k $478.4k 0.04% Added +3.7k +3,695
42 Beacon Financial Advisory LLC 0.15% of their portfolio CLEVELAND, OH 13,54013.5k $473.8k $473.8k 0.15% Unchanged
43 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 12,94612.9k $453.0k $453.0k 0.00% New
44 Keystone Wealth Services, LLC 0.11% of their portfolio PALM DESERT, CA 11,70211.7k $409.5k $409.5k 0.11% Added +5.2k +5,155
45 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 11,36811.4k $397.8k $397.8k 0.01% Reduced -10.3k -10,332
46 Integrity Financial Corp /WA 0.21% of their portfolio JACKSON, WY 10,26910.3k $359.3k $359.3k 0.21% Added +1.5k +1,496
47 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 10,05710.1k $351.9k $351.9k 0.00% Reduced -37.5k -37,467
48 ORG Partners LLC 0.05% of their portfolio ROANOKE, IN 10,00010.0k $349.9k $349.9k 0.05% New
49 Alpha Financial Partners LLC 0.27% of their portfolio LEXINGTON, KY 9,7079.7k $339.6k $339.6k 0.27% New
50 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 9,0029.0k $315.0k $315.0k 0.00% Added +2.5k +2,529
51 Onyx Bridge Wealth Group LLC 0.04% of their portfolio TARRYTOWN, NY 8,4408.4k $295.3k $295.3k 0.04% New
52 Rehmann Capital Advisory Group 0.02% of their portfolio LANSING, MI 8,2248.2k $287.8k $287.8k 0.02% Unchanged
53 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 7,5197.5k $263.1k $263.1k 0.01% Added +1.3k +1,266
54 Anfield Capital Management, LLC 0.09% of their portfolio IRVINE, CA 7,3917.4k $258.6k $258.6k 0.09% Added +3.7k +3,700
55 FSB PREMIER WEALTH MANAGEMENT, INC. 0.10% of their portfolio WATERLOO, IA 7,2067.2k $252.1k $252.1k 0.10% New
56 Marshall Financial Group, LLC 0.06% of their portfolio Hunt Valley, MD 7,1067.1k $248.6k $248.6k 0.06% Added +504 +504
57 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 7,0007.0k $244.9k $244.9k 0.00% New
58 Clark Capital Management Group, Inc. 0.00% of their portfolio PHILADELPHIA, PA 6,7156.7k $235.0k $235.0k 0.00% New
59 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 6,6476.6k $234.3k $234.3k 0.01% Reduced -100 -100
60 Foundations Investment Advisors, LLC 0.00% of their portfolio PHOENIX, AZ 6,5836.6k $230.3k $230.3k 0.00% Added +347 +347
61 Mariner, LLC 0.00% of their portfolio Overland Park, KS 6,4506.5k $225.7k $225.7k 0.00% New
62 FWG Investments, LLC. 0.16% of their portfolio LEXINGTON, KY 5,9295.9k $207.5k $207.5k 0.16% New
63 SageView Advisory Group, LLC 0.01% of their portfolio Newport Beach, CA 5,7575.8k $201.4k $201.4k 0.01% New
64 CREATIVE FINANCIAL DESIGNS INC /ADV 0.02% of their portfolio KOKOMO, IN 5,7255.7k $200.3k $200.3k 0.02% New
65 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 5,0915.1k $178.1k $178.1k 0.01% Added +914 +914
66 Capital Analysts, LLC 0.01% of their portfolio FORT WASHINGTON, PA 4,5534.6k $159.0k $159.0k 0.01% New
67 IMG Wealth Management, Inc. 0.10% of their portfolio JACKSONVILLE, FL 3,0373.0k $106.3k $106.3k 0.10% First filing
68 REAP Financial Group, LLC 0.02% of their portfolio AUSTIN, TX 2,1862.2k $76.5k $76.5k 0.02% Reduced -9 -9
69 Archer Investment Corp 0.02% of their portfolio Carmel, IN 2,1672.2k $75.8k $75.8k 0.02% Added +2.1k +2,104
70 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 1,9261.9k $67.4k $67.4k 0.00% Added +1.6k +1,607
71 Capital Investment Advisory Services, LLC 0.01% of their portfolio RALEIGH, NC 1,6801.7k $58.8k $58.8k 0.01% New
72 Tanglewood Legacy Advisors, LLC 0.02% of their portfolio HOUSTON, TX 1,4401.4k $50.4k $50.4k 0.02% New
73 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 1,0851.1k $38.0k $38.0k 0.00% New
74 Financial Network Wealth Advisors LLC 0.06% of their portfolio MURRAY, UT 954954 $33.4k $33.4k 0.06% New
75 UBS Group AG 0.00% of their portfolio ZURICH, V8 904904 $31.6k $31.6k 0.00% New
76 Caitlin John, LLC 0.01% of their portfolio BRIGHTON, MI 373373 $13.1k $13.1k 0.01% Unchanged
77 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 330330 $11.8k $11.8k 0.00% Unchanged
78 DHJJ Financial Advisors, Ltd. 0.00% of their portfolio NAPERVILLE, IL 320320 $11.2k $11.2k 0.00% Added +120 +120
79 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 208208 $7.3k $7.3k 0.00% Unchanged
80 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 2424 $840 $840 0.00% Unchanged
81 LANARK FINANCIAL, INC. 0.02% of their portfolio BIRMINGHAM, AL 55 $192 $192 0.02% New