Vault-13

FIRST TR EXCHNG TRADED FD VI GOCT

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

85 institutional holders +6 vs Q1 2025
3,835,6943.8m shares reported held*
$138.9mreported value*
9 new 15 added 32 reduced 2 sold out net bought ≈ $15.9m (+436.0k 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 ($233.5k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $36.21.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100Q4 23: 40Q1 24: 44Q2 24: 49Q3 24: 50Q4 24: 81Q1 25: 79Q2 25: 8585Q4 23Q2 24Q4 24Q2 25
Numbers
QuarterHolders
Q4 202340
Q1 202444
Q2 202449
Q3 202450
Q4 202481
Q1 202579
Q2 202585

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 25Q2 25: 24 bought or addedQ2 25: 34 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q1 20241717
Q2 20241621
Q3 20241828
Q4 20246011
Q1 20252740
Q2 20252434

Biggest buyers

Bouchey Financial Group, Ltd. New +459,160+459.2k
VICTORY FINANCIAL GROUP, LLC New +45,153+45.2k
Foundations Investment Advisors, LLC New +43,485+43.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +18,066+18.1k
ROYAL BANK OF CANADA Added +18,000+18.0k
CITADEL ADVISORS LLC New +16,205+16.2k
Triumph Capital Management New +15,758+15.8k
Janney Montgomery Scott LLC Added +8,157+8.2k
HFG Wealth Management, LLC Added +8,067+8.1k
HBW ADVISORY SERVICES LLC Added +6,964+7.0k

Biggest sellers

AE Wealth Management LLC Sold out -43,490-43.5k
ENVESTNET ASSET MANAGEMENT INC Reduced -20,247-20.2k
EPG Wealth Management LLC Sold out -18,600-18.6k
RAYMOND JAMES FINANCIAL INC Reduced -18,472-18.5k
FLAGSTAR SECURITIES, INC Reduced -17,562-17.6k
Harvest Investment Services, LLC Reduced -17,293-17.3k
Steward Partners Investment Advisory, LLC Reduced -15,459-15.5k
Midwest Financial Network, LLC Reduced -11,914-11.9k
PRIVATE CLIENT SERVICES, LLC Reduced -10,089-10.1k
Cetera Investment Advisers Reduced -8,270-8.3k

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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 HFG Wealth Management, LLC 11.27% of their portfolio The Woodlands, TX 538,297538.3k $18.5m $18.5m 11.27% Added +8.1k +8,067
2 Bouchey Financial Group, Ltd. 1.40% of their portfolio TROY, NY 459,160459.2k $16.8m $16.8m 1.40% New
3 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 328,020328.0k $12.0m $12.0m 0.00% Reduced -18.5k -18,472
4 Harvest Investment Services, LLC 2.49% of their portfolio Oakbrook Terrace, IL 304,630304.6k $11.1m $11.1m 2.49% Reduced -17.3k -17,293
5 Sequent Planning LLC 3.18% of their portfolio OMAHA, NE 274,754274.8k $10.0m $10.0m 3.18% Added +3.7k +3,669
6 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 150,765150.8k $5.5m $5.5m 0.03% Reduced -7.8k -7,804
7 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 111,841111.8k $4.1m $4.1m 0.01% Reduced -4.6k -4,616
8 Sunbelt Securities, Inc. 0.33% of their portfolio HOUSTON, TX 106,344106.3k $3.7m $3.7m 0.33% Added +4.2k +4,200
9 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 105,665105.7k $3.9m $3.9m 0.00% Reduced -20.2k -20,247
10 Midwest Financial Network, LLC 3.53% of their portfolio TINLEY PARK, IL 97,41197.4k $3.6m $3.6m 3.53% Reduced -11.9k -11,914
11 Advisory Services Network, LLC 0.04% of their portfolio ATLANTA, GA 68,11968.1k $2.5m $2.5m 0.04% Reduced -971 -971
12 IFP Advisors, Inc 0.07% of their portfolio TAMPA, FL 67,46367.5k $2.5m $2.5m 0.07% Reduced -7.5k -7,480
13 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 66,34166.3k $2.4m $2.4m 0.00% Added +2.6k +2,629
14 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 64,85464.9k $2.4m $2.4m 0.00% Reduced -272 -272
15 WEDBUSH SECURITIES INC 0.08% of their portfolio PASADENA, CA 59,23959.2k $2.2m $2.2m 0.08% Unchanged
16 HBW ADVISORY SERVICES LLC 0.26% of their portfolio SIMI VALLEY, CA 56,95957.0k $2.1m $2.1m 0.26% Added +7.0k +6,964
17 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 48,71448.7k $1.8m $1.8m 0.01% Reduced -15.5k -15,459
18 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 47,34447.3k $1.7m $1.7m 0.00% Reduced -8.3k -8,270
19 UPTICK PARTNERS, LLC 0.49% of their portfolio NACOGDOCHES, TX 47,11547.1k $1.7m $1.7m 0.49% Reduced -1.9k -1,850
20 VICTORY FINANCIAL GROUP, LLC 0.26% of their portfolio AUSTIN, TX 45,15345.2k $1.7m $1.7m 0.26% New
21 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 44,00044.0k $1.6m $1.6m 0.00% Added +18.0k +18,000
22 Foundations Investment Advisors, LLC 0.03% of their portfolio PHOENIX, AZ 43,48543.5k $1.6m $1.6m 0.03% New
23 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 35,99436.0k $1.3m $1.3m 0.00% Unchanged
24 CITY HOLDING CO 0.15% of their portfolio CHARLESTON, WV 32,32532.3k $1.2m $1.2m 0.15% Reduced -550 -550
25 Wood Tarver Financial Group, LLC 0.33% of their portfolio BOISE, ID 29,67229.7k $1.1m $1.1m 0.33% Added +13 +13
26 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 29,43829.4k $1.1m $1.1m 0.00% Added +6.0k +6,031
27 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 29,11229.1k $1.1m $1.1m 0.00% Added +18.1k +18,066
28 FOUNDERS FINANCIAL SECURITIES LLC 0.08% of their portfolio TOWSON, MD 27,47327.5k $1.0m $1.0m 0.08% Reduced -582 -582
29 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 27,23127.2k $995.0k $995.0k 0.00% Reduced -1.2k -1,228
30 CreativeOne Wealth, LLC 0.02% of their portfolio OVERLAND PARK, KS 24,44324.4k $893.6k $893.6k 0.02% Reduced -3.7k -3,660
31 Schulz Wealth, LTD. 0.66% of their portfolio MANSFIELD, TX 24,17724.2k $883.8k $883.8k 0.66% Unchanged
32 Arkadios Wealth Advisors 0.02% of their portfolio ATLANTA, GA 21,01021.0k $768.1k $768.1k 0.02% Reduced -1.0k -1,000
33 Alpha Financial Partners LLC 0.55% of their portfolio LEXINGTON, KY 20,72120.7k $757.5k $757.5k 0.55% Unchanged
34 BCGM Wealth Management, LLC 0.18% of their portfolio LAFAYETTE, IN 17,50517.5k $639.9k $639.9k 0.18% Unchanged
35 BlueChip Wealth Advisors LLC 0.28% of their portfolio Milton, GA 17,45817.5k $638.2k $638.2k 0.28% Reduced -1.4k -1,445
36 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 16,46016.5k $602.0k $602.0k 0.00% Added +8.2k +8,157
37 Diligent Investors, LLC 0.14% of their portfolio REDLANDS, CA 16,30016.3k $595.9k $595.9k 0.14% Unchanged
38 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 16,20516.2k $592.4k $592.4k 0.00% New
39 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 16,02416.0k $586.0k $586.0k 0.00% Added +989 +989
40 Triumph Capital Management 0.17% of their portfolio DENVER, CO 15,75815.8k $576.1k $576.1k 0.17% New
41 FORTRESS PRIVATE LEDGER, LLC 0.24% of their portfolio RALEIGH, NC 14,47914.5k $529.3k $529.3k 0.24% Reduced -51 -51
42 PRINCIPAL SECURITIES, INC. 0.01% of their portfolio DES MOINES, IA 13,85713.9k $506.6k $506.6k 0.01% Unchanged
43 Beacon Financial Advisory LLC 0.13% of their portfolio CLEVELAND, OH 13,54013.5k $495.0k $495.0k 0.13% Unchanged
44 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 13,48913.5k $493.1k $493.1k 0.01% Reduced -636 -636
45 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 13,14513.1k $480.5k $480.5k 0.00% Unchanged
46 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 12,86012.9k $470.1k $470.1k 0.01% Reduced -1.4k -1,400
47 Keystone Wealth Services, LLC 0.11% of their portfolio PALM DESERT, CA 12,76412.8k $466.6k $466.6k 0.11% Unchanged
48 FLAGSTAR SECURITIES, INC 0.12% of their portfolio New York, NY 11,95112.0k $436.9k $436.9k 0.12% Reduced -17.6k -17,562
49 UBS Group AG 0.00% of their portfolio ZURICH, V8 11,01311.0k $402.6k $402.6k 0.00% Reduced -4.6k -4,622
50 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 10,54010.5k $385.3k $385.3k 0.00% Unchanged
51 ORG Partners LLC 0.08% of their portfolio ROANOKE, IN 10,00010.0k $365.4k $365.4k 0.08% Unchanged
52 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 9,0839.1k $332.0k $332.0k 0.01% Added +51 +51
53 Archer Investment Corp 0.07% of their portfolio Carmel, IN 8,4438.4k $308.6k $308.6k 0.07% Reduced -16 -16
54 Rehmann Capital Advisory Group 0.02% of their portfolio LANSING, MI 8,2248.2k $300.6k $300.6k 0.02% Unchanged
55 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 8,1488.1k $297.9k $297.9k 0.01% Added +2.0k +2,000
56 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 7,8867.9k $288.3k $288.3k 0.01% Reduced -6.9k -6,945
57 FSB PREMIER WEALTH MANAGEMENT, INC. 0.09% of their portfolio WATERLOO, IA 7,2067.2k $263.4k $263.4k 0.09% Unchanged
58 Mariner, LLC 0.00% of their portfolio Overland Park, KS 6,7506.8k $246.8k $246.8k 0.00% Added +300 +300
59 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 6,6476.6k $247.3k $247.3k 0.01% Unchanged
60 Marshall Financial Group, LLC 0.05% of their portfolio Hunt Valley, MD 6,5876.6k $241.2k $241.2k 0.05% Reduced -15 -15
61 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 6,4786.5k $236.8k $236.8k 0.00% Reduced -2.5k -2,524
62 Advyzon Investment Management, LLC 0.05% of their portfolio LISLE, IL 6,3886.4k $233.5k $233.5k 0.05% New
63 AdvisorNet Financial, Inc 0.01% of their portfolio MINNETONKA, MN 6,2366.2k $228.0k $228.0k 0.01% Unchanged
64 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 6,0156.0k $219.9k $219.9k 0.00% Reduced -4.3k -4,304
65 PRIVATE CLIENT SERVICES, LLC 0.08% of their portfolio LOUISVILLE, KY 5,8755.9k $214.8k $214.8k 0.08% Reduced -10.1k -10,089
66 CREATIVE FINANCIAL DESIGNS INC /ADV 0.02% of their portfolio KOKOMO, IN 5,7255.7k $209.3k $209.3k 0.02% Unchanged
67 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 5,5925.6k $204.4k $204.4k 0.00% Added +885 +885
68 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 5,5865.6k $204.2k $204.2k 0.00% Reduced -143 -143
69 LANARK FINANCIAL, INC. 0.02% of their portfolio BIRMINGHAM, AL 5,4895.5k $200.0k $200.0k 0.02% Unchanged
70 Capital Analysts, LLC 0.01% of their portfolio FORT WASHINGTON, PA 4,5534.6k $166.0k $166.0k 0.01% Unchanged
71 Anfield Capital Management, LLC 0.05% of their portfolio IRVINE, CA 4,0244.0k $147.1k $147.1k 0.05% New
72 Integrity Financial Corp /WA 0.07% of their portfolio JACKSON, WY 3,7873.8k $138.4k $138.4k 0.07% Reduced -1.4k -1,421
73 IMG Wealth Management, Inc. 0.09% of their portfolio JACKSONVILLE, FL 3,0373.0k $111.0k $111.0k 0.09% Unchanged
74 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 2,6952.7k $98.5k $98.5k 0.00% Unchanged
75 Tanglewood Legacy Advisors, LLC 0.03% of their portfolio HOUSTON, TX 2,2402.2k $81.9k $81.9k 0.03% Unchanged
76 REAP Financial Group, LLC 0.02% of their portfolio AUSTIN, TX 2,1772.2k $79.6k $79.6k 0.02% Unchanged
77 Financial Network Wealth Advisors LLC 0.08% of their portfolio MURRAY, UT 1,8191.8k $66.5k $66.5k 0.08% Unchanged
78 Capital Investment Advisory Services, LLC 0.01% of their portfolio RALEIGH, NC 1,6801.7k $61.4k $61.4k 0.01% Unchanged
79 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 1,0851.1k $39.7k $39.7k 0.00% Unchanged
80 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 709709 $25.9k $25.9k 0.00% Reduced -81 -81
81 CWM, LLC 0.00% of their portfolio OMAHA, NE 560560 $20.0k $20.0k 0.00% New
82 DHJJ Financial Advisors, Ltd. 0.00% of their portfolio NAPERVILLE, IL 320320 $11.7k $11.7k 0.00% Unchanged
83 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 213213 $7.8k $7.8k 0.00% New
84 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 208208 $7.6k $7.6k 0.00% Unchanged
85 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged