Vault-13

FIRST TR EXCHNG TRADED FD VI GOCT

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

79 institutional holders -2 vs Q4 2024
3,432,6133.4m shares reported held*
$118.2mreported value*
8 new 19 added 30 reduced 10 sold out net sold ≈ $7.6m (-222.7k 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 ≈ $34.43.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

050100Q4 23: 40Q1 24: 44Q2 24: 49Q3 24: 50Q4 24: 81Q1 25: 7979Q4 23Q1 24Q2 24Q3 24Q4 24Q1 25
Numbers
QuarterHolders
Q4 202340
Q1 202444
Q2 202449
Q3 202450
Q4 202481
Q1 202579

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 24Q1 25: 27 bought or addedQ1 25: 40 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q1 20241717
Q2 20241621
Q3 20241828
Q4 20246011
Q1 20252740

Biggest buyers

HFG Wealth Management, LLC New +530,230+530.2k
Harvest Investment Services, LLC New +321,923+321.9k
HBW ADVISORY SERVICES LLC Added +31,090+31.1k
Atria Wealth Solutions, Inc. New +14,831+14.8k
UBS Group AG Added +14,731+14.7k
FOUNDERS FINANCIAL SECURITIES LLC Added +14,383+14.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +11,046+11.0k
Alpha Financial Partners LLC Added +11,014+11.0k
IFP Advisors, Inc Added +10,734+10.7k
Janney Montgomery Scott LLC New +8,303+8.3k

Biggest sellers

RAYMOND JAMES FINANCIAL INC Reduced -529,076-529.1k
PRIVATE CLIENT SERVICES, LLC Reduced -262,889-262.9k
Americana Partners, LLC Sold out -190,222-190.2k
Advisory Services Network, LLC Reduced -58,231-58.2k
OSAIC HOLDINGS, INC. Reduced -51,276-51.3k
Steward Partners Investment Advisory, LLC Reduced -23,797-23.8k
Focus Partners Wealth Reduced -10,540-10.5k
JANE STREET GROUP, LLC Sold out -10,057-10.1k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -10,053-10.1k
ROYAL BANK OF CANADA Reduced -8,705-8.7k

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, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 HFG Wealth Management, LLC 11.24% of their portfolio The Woodlands, TX 530,230530.2k $18.6m $18.6m 11.24% New
2 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 346,492346.5k $11.9m $11.9m 0.00% Reduced -529.1k -529,076
3 Harvest Investment Services, LLC 3.08% of their portfolio Oakbrook Terrace, IL 321,923321.9k $11.1m $11.1m 3.08% New
4 Sequent Planning LLC 3.35% of their portfolio OMAHA, NE 271,085271.1k $9.3m $9.3m 3.35% Added +5.8k +5,756
5 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 158,569158.6k $5.4m $5.4m 0.03% Reduced -8.2k -8,204
6 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 125,912125.9k $4.3m $4.3m 0.00% Reduced -5.4k -5,437
7 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 116,457116.5k $4.0m $4.0m 0.01% Reduced -10.1k -10,053
8 Midwest Financial Network, LLC 3.75% of their portfolio TINLEY PARK, IL 109,325109.3k $3.8m $3.8m 3.75% Added +3.2k +3,245
9 Sunbelt Securities, Inc. 0.31% of their portfolio HOUSTON, TX 102,144102.1k $3.5m $3.5m 0.31% Reduced -4.2k -4,200
10 IFP Advisors, Inc 0.08% of their portfolio TAMPA, FL 74,94374.9k $2.6m $2.6m 0.08% Added +10.7k +10,734
11 Advisory Services Network, LLC 0.05% of their portfolio ATLANTA, GA 69,09069.1k $2.4m $2.4m 0.05% Reduced -58.2k -58,231
12 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 65,12665.1k $2.2m $2.2m 0.00% Reduced -2.4k -2,409
13 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 64,17364.2k $2.2m $2.2m 0.02% Reduced -23.8k -23,797
14 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 63,71263.7k $2.2m $2.2m 0.00% Reduced -51.3k -51,276
15 WEDBUSH SECURITIES INC 0.07% of their portfolio PASADENA, CA 59,23959.2k $2.0m $2.0m 0.07% Reduced -3.9k -3,861
16 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 55,61455.6k $1.9m $1.9m 0.00% Reduced -820 -820
17 HBW ADVISORY SERVICES LLC 0.24% of their portfolio SIMI VALLEY, CA 49,99550.0k $1.7m $1.7m 0.24% Added +31.1k +31,090
18 UPTICK PARTNERS, LLC 0.57% of their portfolio NACOGDOCHES, TX 48,96549.0k $1.7m $1.7m 0.57% Reduced -2.5k -2,500
19 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 43,49043.5k $1.5m $1.5m 0.01% Reduced -87 -87
20 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 35,99436.0k $1.2m $1.2m 0.00% Reduced -953 -953
21 CITY HOLDING CO 0.16% of their portfolio CHARLESTON, WV 32,87532.9k $1.1m $1.1m 0.16% Unchanged
22 Wood Tarver Financial Group, LLC 0.33% of their portfolio BOISE, ID 29,65929.7k $1.0m $1.0m 0.33% Added +979 +979
23 FLAGSTAR SECURITIES, INC 0.26% of their portfolio New York, NY 29,51329.5k $1.0m $1.0m 0.26% Reduced -2.0k -1,974
24 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 28,45928.5k $977.0k $977.0k 0.00% Reduced -17 -17
25 CreativeOne Wealth, LLC 0.03% of their portfolio OVERLAND PARK, KS 28,10328.1k $964.8k $964.8k 0.03% Unchanged
26 FOUNDERS FINANCIAL SECURITIES LLC 0.08% of their portfolio TOWSON, MD 28,05528.1k $958.4k $958.4k 0.08% Added +14.4k +14,383
27 Noble Wealth Management PBC 0.62% of their portfolio GREENWOOD VILLAGE, CO 26,48626.5k $909.3k $909.3k 0.62% Reduced -894 -894
28 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 26,00026.0k $893.0k $893.0k 0.00% Reduced -8.7k -8,705
29 Schulz Wealth, LTD. 0.63% of their portfolio MANSFIELD, TX 24,17724.2k $830.0k $830.0k 0.63% Unchanged
30 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 23,40723.4k $803.6k $803.6k 0.00% Added +4.3k +4,328
31 Arkadios Wealth Advisors 0.03% of their portfolio ATLANTA, GA 22,01022.0k $755.6k $755.6k 0.03% Added +1.8k +1,760
32 Alpha Financial Partners LLC 0.57% of their portfolio LEXINGTON, KY 20,72120.7k $711.4k $711.4k 0.57% Added +11.0k +11,014
33 BlueChip Wealth Advisors LLC 0.32% of their portfolio Milton, GA 18,90318.9k $648.9k $648.9k 0.32% Unchanged
34 EPG Wealth Management LLC 0.18% of their portfolio ATLANTA, GA 18,60018.6k $638.5k $638.5k 0.18% Reduced -1.5k -1,500
35 BCGM Wealth Management, LLC 0.18% of their portfolio LAFAYETTE, IN 17,50517.5k $600.9k $600.9k 0.18% Unchanged
36 Diligent Investors, LLC 0.14% of their portfolio REDLANDS, CA 16,30016.3k $559.6k $559.6k 0.14% Added +500 +500
37 PRIVATE CLIENT SERVICES, LLC 0.27% of their portfolio LOUISVILLE, KY 15,96416.0k $548.0k $548.0k 0.27% Reduced -262.9k -262,889
38 UBS Group AG 0.00% of their portfolio ZURICH, V8 15,63515.6k $536.8k $536.8k 0.00% Added +14.7k +14,731
39 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 15,03515.0k $516.0k $516.0k 0.00% Unchanged
40 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 14,83114.8k $509.1k $509.1k 0.01% New
41 FORTRESS PRIVATE LEDGER, LLC 0.28% of their portfolio RALEIGH, NC 14,53014.5k $498.8k $498.8k 0.28% Reduced -55 -55
42 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 14,26014.3k $489.5k $489.5k 0.01% Unchanged
43 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 14,12514.1k $484.9k $484.9k 0.01% Added +2.8k +2,757
44 PRINCIPAL SECURITIES, INC. 0.01% of their portfolio DES MOINES, IA 13,85713.9k $484.9k $484.9k 0.01% Unchanged
45 Beacon Financial Advisory LLC 0.14% of their portfolio CLEVELAND, OH 13,54013.5k $464.8k $464.8k 0.14% Unchanged
46 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 13,14513.1k $451.3k $451.3k 0.00% Reduced -1.1k -1,119
47 Keystone Wealth Services, LLC 0.12% of their portfolio PALM DESERT, CA 12,76412.8k $438.2k $438.2k 0.12% Added +1.1k +1,062
48 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 11,04611.0k $379.2k $379.2k 0.00% New
49 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 10,54010.5k $361.8k $361.8k 0.00% Reduced -10.5k -10,540
50 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 10,31910.3k $354.3k $354.3k 0.00% Reduced -2.6k -2,627
51 ORG Partners LLC 0.08% of their portfolio ROANOKE, IN 10,00010.0k $344.3k $344.3k 0.08% Unchanged
52 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 9,0329.0k $310.1k $310.1k 0.01% Added +1.5k +1,513
53 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 9,0029.0k $309.0k $309.0k 0.00% Unchanged
54 Archer Investment Corp 0.08% of their portfolio Carmel, IN 8,4598.5k $290.4k $290.4k 0.08% Added +6.3k +6,292
55 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 8,3038.3k $285.0k $285.0k 0.00% New
56 Rehmann Capital Advisory Group 0.02% of their portfolio LANSING, MI 8,2248.2k $282.3k $282.3k 0.02% Unchanged
57 FSB PREMIER WEALTH MANAGEMENT, INC. 0.10% of their portfolio WATERLOO, IA 7,2067.2k $247.4k $247.4k 0.10% Unchanged
58 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 6,6476.6k $227.1k $227.1k 0.01% Unchanged
59 Marshall Financial Group, LLC 0.05% of their portfolio Hunt Valley, MD 6,6026.6k $226.6k $226.6k 0.05% Reduced -504 -504
60 Mariner, LLC 0.00% of their portfolio Overland Park, KS 6,4506.5k $221.4k $221.4k 0.00% Unchanged
61 AdvisorNet Financial, Inc 0.02% of their portfolio MINNETONKA, MN 6,2366.2k $214.1k $214.1k 0.02% New
62 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 6,1486.1k $211.1k $211.1k 0.01% New
63 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 5,7295.7k $196.7k $196.7k 0.00% Reduced -1.3k -1,271
64 CREATIVE FINANCIAL DESIGNS INC /ADV 0.02% of their portfolio KOKOMO, IN 5,7255.7k $196.5k $196.5k 0.02% Unchanged
65 LANARK FINANCIAL, INC. 0.02% of their portfolio BIRMINGHAM, AL 5,4895.5k $188.0k $188.0k 0.02% Added +5.5k +5,484
66 Integrity Financial Corp /WA 0.10% of their portfolio JACKSON, WY 5,2085.2k $178.8k $178.8k 0.10% Reduced -5.1k -5,061
67 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 4,7074.7k $161.6k $161.6k 0.00% Added +2.8k +2,781
68 Capital Analysts, LLC 0.01% of their portfolio FORT WASHINGTON, PA 4,5534.6k $156.0k $156.0k 0.01% Unchanged
69 IMG Wealth Management, Inc. 0.09% of their portfolio JACKSONVILLE, FL 3,0373.0k $104.3k $104.3k 0.09% Unchanged
70 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 2,6952.7k $92.5k $92.5k 0.00% Reduced -2.4k -2,396
71 Tanglewood Legacy Advisors, LLC 0.03% of their portfolio HOUSTON, TX 2,2402.2k $76.9k $76.9k 0.03% Added +800 +800
72 REAP Financial Group, LLC 0.02% of their portfolio AUSTIN, TX 2,1772.2k $74.7k $74.7k 0.02% Reduced -9 -9
73 Financial Network Wealth Advisors LLC 0.08% of their portfolio MURRAY, UT 1,8191.8k $62.4k $62.4k 0.08% Added +865 +865
74 Capital Investment Advisory Services, LLC 0.01% of their portfolio RALEIGH, NC 1,6801.7k $57.7k $57.7k 0.01% Unchanged
75 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 1,0851.1k $37.2k $37.2k 0.00% Unchanged
76 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 790790 $27.2k $27.2k 0.00% New
77 DHJJ Financial Advisors, Ltd. 0.00% of their portfolio NAPERVILLE, IL 320320 $11.0k $11.0k 0.00% Unchanged
78 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 208208 $7.1k $7.1k 0.00% Unchanged
79 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Reduced -330 -330