Vault-13

FIRST TR EXCHNG TRADED FD VI GOCT

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

74 institutional holders -11 vs Q2 2025
3,200,7823.2m shares reported held*
$122.6mreported value*
3 new 13 added 30 reduced 12 sold out net sold ≈ $24.1m (-629.2k 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 ≈ $38.29.

Trends to Q3 2025

Institutional holders

Managers reporting a position, each quarter

050100Q4 23: 40Q1 24: 44Q2 24: 49Q3 24: 50Q4 24: 81Q1 25: 79Q2 25: 85Q3 25: 7474Q4 23Q2 24Q4 24Q2 25Q3 25
Numbers
QuarterHolders
Q4 202340
Q1 202444
Q2 202449
Q3 202450
Q4 202481
Q1 202579
Q2 202585
Q3 202574

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 outQ3 24: 18 bought or addedQ3 24: 28 cut or sold outQ3 24Q4 24: 60 bought or addedQ4 24: 11 cut or sold outQ1 25: 27 bought or addedQ1 25: 40 cut or sold outQ1 25Q2 25: 24 bought or addedQ2 25: 34 cut or sold outQ3 25: 16 bought or addedQ3 25: 42 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q1 20241717
Q2 20241621
Q3 20241828
Q4 20246011
Q1 20252740
Q2 20252434
Q3 20251642

Biggest buyers

Cetera Investment Advisers Added +37,677+37.7k
ENVESTNET ASSET MANAGEMENT INC Added +35,318+35.3k
HFG Wealth Management, LLC Added +24,099+24.1k
OLD MISSION CAPITAL LLC Added +12,760+12.8k
LPL Financial LLC Added +9,599+9.6k
ELEVATION POINT WEALTH PARTNERS, LLC New +9,320+9.3k
Mutual Advisors, LLC Added +8,784+8.8k
JPMORGAN CHASE & CO New +7,226+7.2k
FOUNDERS FINANCIAL SECURITIES LLC Added +3,759+3.8k
CITADEL ADVISORS LLC Added +3,137+3.1k

Biggest sellers

Harvest Investment Services, LLC Sold out -304,630-304.6k
Sunbelt Securities, Inc. Reduced -99,900-99.9k
WEDBUSH SECURITIES INC Sold out -59,239-59.2k
HBW ADVISORY SERVICES LLC Sold out -56,959-57.0k
VICTORY FINANCIAL GROUP, LLC Sold out -45,153-45.2k
RAYMOND JAMES FINANCIAL INC Reduced -34,788-34.8k
ROYAL BANK OF CANADA Reduced -27,485-27.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -19,582-19.6k
BlueChip Wealth Advisors LLC Sold out -17,458-17.5k
FLAGSTAR SECURITIES, INC Sold out -11,951-12.0k

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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 HFG Wealth Management, LLC 11.71% of their portfolio The Woodlands, TX 562,396562.4k $21.5m $21.5m 11.71% Added +24.1k +24,099
2 Bouchey Financial Group, Ltd. 1.33% of their portfolio TROY, NY 449,730449.7k $17.2m $17.2m 1.33% Reduced -9.4k -9,430
3 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 293,232293.2k $11.2m $11.2m 0.00% Reduced -34.8k -34,788
4 Sequent Planning LLC 2.96% of their portfolio OMAHA, NE 272,143272.1k $10.4m $10.4m 2.96% Reduced -2.6k -2,611
5 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 140,983141.0k $5.4m $5.4m 0.00% Added +35.3k +35,318
6 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 139,340139.3k $5.3m $5.3m 0.02% Reduced -11.4k -11,425
7 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 104,251104.3k $4.0m $4.0m 0.01% Reduced -7.6k -7,590
8 Midwest Financial Network, LLC 2.70% of their portfolio TINLEY PARK, IL 86,88586.9k $3.3m $3.3m 2.70% Reduced -10.5k -10,526
9 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 85,02185.0k $3.3m $3.3m 0.00% Added +37.7k +37,677
10 Advisory Services Network, LLC 0.04% of their portfolio ATLANTA, GA 70,74770.7k $2.7m $2.7m 0.04% Added +2.6k +2,628
11 IFP Advisors, Inc 0.07% of their portfolio TAMPA, FL 69,82969.8k $2.7m $2.7m 0.07% Added +2.4k +2,366
12 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 65,70765.7k $2.5m $2.5m 0.00% Added +853 +853
13 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 64,03464.0k $2.4m $2.4m 0.00% Reduced -2.3k -2,307
14 UPTICK PARTNERS, LLC 0.46% of their portfolio NACOGDOCHES, TX 45,86545.9k $1.8m $1.8m 0.46% Reduced -1.2k -1,250
15 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 44,13444.1k $1.7m $1.7m 0.01% Reduced -4.6k -4,580
16 Foundations Investment Advisors, LLC 0.02% of their portfolio PHOENIX, AZ 43,03343.0k $1.6m $1.6m 0.02% Reduced -452 -452
17 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 39,03739.0k $1.5m $1.5m 0.00% Added +9.6k +9,599
18 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 35,99436.0k $1.4m $1.4m 0.00% Unchanged
19 CITY HOLDING CO 0.16% of their portfolio CHARLESTON, WV 32,32532.3k $1.2m $1.2m 0.16% Unchanged
20 FOUNDERS FINANCIAL SECURITIES LLC 0.08% of their portfolio TOWSON, MD 31,23231.2k $1.2m $1.2m 0.08% Added +3.8k +3,759
21 Wood Tarver Financial Group, LLC 0.33% of their portfolio BOISE, ID 29,61629.6k $1.1m $1.1m 0.33% Reduced -56 -56
22 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 26,65326.7k $1.0m $1.0m 0.00% Reduced -578 -578
23 OLD MISSION CAPITAL LLC 0.04% of their portfolio CHICAGO, IL 26,24926.2k $1.0m $1.0m 0.04% Added +12.8k +12,760
24 CreativeOne Wealth, LLC 0.02% of their portfolio OVERLAND PARK, KS 24,31524.3k $931.6k $931.6k 0.02% Reduced -128 -128
25 Schulz Wealth, LTD. 0.61% of their portfolio MANSFIELD, TX 24,17724.2k $926.3k $926.3k 0.61% Unchanged
26 Arkadios Wealth Advisors 0.02% of their portfolio ATLANTA, GA 21,01021.0k $805.0k $805.0k 0.02% Unchanged
27 Alpha Financial Partners LLC 0.52% of their portfolio LEXINGTON, KY 20,72120.7k $793.9k $793.9k 0.52% Unchanged
28 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 19,34219.3k $741.1k $741.1k 0.00% Added +3.1k +3,137
29 BCGM Wealth Management, LLC 0.17% of their portfolio LAFAYETTE, IN 17,50517.5k $670.7k $670.7k 0.17% Unchanged
30 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 16,51516.5k $633.0k $633.0k 0.00% Reduced -27.5k -27,485
31 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 16,41216.4k $629.0k $629.0k 0.00% Reduced -48 -48
32 Diligent Investors, LLC 0.16% of their portfolio REDLANDS, CA 16,30016.3k $624.5k $624.5k 0.16% Unchanged
33 Triumph Capital Management 0.16% of their portfolio DENVER, CO 15,83515.8k $606.7k $606.7k 0.16% Added +77 +77
34 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 15,66615.7k $600.2k $600.2k 0.00% Reduced -358 -358
35 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 15,43115.4k $599.3k $599.3k 0.01% Added +8.8k +8,784
36 FORTRESS PRIVATE LEDGER, LLC 0.20% of their portfolio RALEIGH, NC 14,47914.5k $554.8k $554.8k 0.20% Unchanged
37 Beacon Financial Advisory LLC 0.12% of their portfolio CLEVELAND, OH 13,54013.5k $518.8k $518.8k 0.12% Unchanged
38 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 13,14513.1k $451.3k $451.3k 0.00% Unchanged
39 PRINCIPAL SECURITIES, INC. 0.01% of their portfolio DES MOINES, IA 12,99213.0k $497.8k $497.8k 0.01% Reduced -865 -865
40 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 12,86012.9k $492.7k $492.7k 0.01% Unchanged
41 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 10,54010.5k $403.8k $403.8k 0.00% Unchanged
42 Keystone Wealth Services, LLC 0.08% of their portfolio PALM DESERT, CA 9,6639.7k $370.2k $370.2k 0.08% Reduced -3.1k -3,101
43 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 9,5309.5k $365.1k $365.1k 0.00% Reduced -19.6k -19,582
44 ELEVATION POINT WEALTH PARTNERS, LLC 0.02% of their portfolio DENVER, CO 9,3209.3k $357.1k $357.1k 0.02% New
45 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 9,2559.3k $354.6k $354.6k 0.01% Added +172 +172
46 Rehmann Capital Advisory Group 0.02% of their portfolio LANSING, MI 8,2248.2k $315.1k $315.1k 0.02% Unchanged
47 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 7,2267.2k $276.9k $276.9k 0.00% New
48 FSB PREMIER WEALTH MANAGEMENT, INC. 0.09% of their portfolio WATERLOO, IA 7,2067.2k $276.1k $276.1k 0.09% Unchanged
49 Mariner, LLC 0.00% of their portfolio Overland Park, KS 6,7506.8k $258.6k $258.6k 0.00% Unchanged
50 Marshall Financial Group, LLC 0.05% of their portfolio Hunt Valley, MD 6,5876.6k $252.4k $252.4k 0.05% Unchanged
51 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 6,4786.5k $248.2k $248.2k 0.00% Unchanged
52 Sunbelt Securities, Inc. 0.02% of their portfolio HOUSTON, TX 6,4446.4k $246.9k $246.9k 0.02% Reduced -99.9k -99,900
53 AdvisorNet Financial, Inc 0.01% of their portfolio MINNETONKA, MN 6,2366.2k $238.9k $238.9k 0.01% Unchanged
54 Archer Investment Corp 0.05% of their portfolio Carmel, IN 6,1836.2k $236.9k $236.9k 0.05% Reduced -2.3k -2,260
55 LANARK FINANCIAL, INC. 0.02% of their portfolio BIRMINGHAM, AL 5,4895.5k $210.3k $210.3k 0.02% Unchanged
56 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 5,2475.2k $201.0k $201.0k 0.00% Reduced -345 -345
57 Anfield Capital Management, LLC 0.05% of their portfolio IRVINE, CA 4,0244.0k $154.2k $154.2k 0.05% Unchanged
58 Integrity Financial Corp /WA 0.07% of their portfolio JACKSON, WY 3,7393.7k $143.3k $143.3k 0.07% Reduced -48 -48
59 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 3,0503.0k $117.0k $117.0k 0.00% Reduced -1.5k -1,503
60 IMG Wealth Management, Inc. 0.08% of their portfolio JACKSONVILLE, FL 3,0373.0k $116.4k $116.4k 0.08% Unchanged
61 UBS Group AG 0.00% of their portfolio ZURICH, V8 2,3372.3k $89.5k $89.5k 0.00% Reduced -8.7k -8,676
62 Tanglewood Legacy Advisors, LLC 0.03% of their portfolio HOUSTON, TX 2,2402.2k $85.8k $85.8k 0.03% Unchanged
63 REAP Financial Group, LLC 0.02% of their portfolio AUSTIN, TX 2,1582.2k $82.7k $82.7k 0.02% Reduced -19 -19
64 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 2,0092.0k $77.0k $77.0k 0.00% New
65 Noble Wealth Management PBC 0.04% of their portfolio GREENWOOD VILLAGE, CO 1,8511.9k $70.9k $70.9k 0.04% First filing
66 Financial Network Wealth Advisors LLC 0.08% of their portfolio MURRAY, UT 1,8191.8k $69.7k $69.7k 0.08% Unchanged
67 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 1,4991.5k $57.4k $57.4k 0.00% Reduced -1.2k -1,196
68 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 1,0851.1k $41.6k $41.6k 0.00% Unchanged
69 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 1,0361.0k $39.7k $39.7k 0.00% Reduced -4.5k -4,550
70 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 701701 $26.9k $26.9k 0.00% Reduced -8 -8
71 CWM, LLC 0.00% of their portfolio OMAHA, NE 560560 $21.0k $21.0k 0.00% Unchanged
72 DHJJ Financial Advisors, Ltd. 0.00% of their portfolio NAPERVILLE, IL 320320 $12.3k $12.3k 0.00% Unchanged
73 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 208208 $8.0k $8.0k 0.00% Unchanged
74 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 5050 $1.9k $1.9k 0.00% Reduced -163 -163