Vault-13

FIRST TR EXCHNG TRADED FD VI GSEP

FT VEST U.S EQT · ETP · CUSIP 33740U711

80 institutional holders +8 vs Q1 2025
2,772,0592.8m shares reported held*
$101.5mreported value*
10 new 11 added 29 reduced 3 sold out net sold ≈ $6.6m (-179.0k 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. Holder counts are more reliable. Implied quarter-end price ≈ $36.63.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100Q3 23: 23Q4 23: 52Q1 24: 53Q2 24: 56Q3 24: 63Q4 24: 74Q1 25: 72Q2 25: 8080Q3 23Q1 24Q3 24Q1 25Q2 25
Numbers
QuarterHolders
Q3 202323
Q4 202352
Q1 202453
Q2 202456
Q3 202463
Q4 202474
Q1 202572
Q2 202580

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q4 23: 41 bought or addedQ4 23: 2 cut or sold outQ4 23Q1 24: 14 bought or addedQ1 24: 24 cut or sold outQ2 24: 17 bought or addedQ2 24: 16 cut or sold outQ2 24Q3 24: 40 bought or addedQ3 24: 16 cut or sold outQ4 24: 34 bought or addedQ4 24: 26 cut or sold outQ4 24Q1 25: 26 bought or addedQ1 25: 25 cut or sold outQ2 25: 21 bought or addedQ2 25: 32 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q4 2023412
Q1 20241424
Q2 20241716
Q3 20244016
Q4 20243426
Q1 20252625
Q2 20252132

Biggest buyers

JPMORGAN CHASE & CO Added +52,830+52.8k
Cetera Investment Advisers Added +17,876+17.9k
OLD MISSION CAPITAL LLC New +17,444+17.4k
UBS Group AG Added +14,986+15.0k
Sanctuary Advisors, LLC Added +9,502+9.5k
ENVESTNET ASSET MANAGEMENT INC Added +8,953+9.0k
CITADEL ADVISORS LLC New +8,934+8.9k
MGO ONE SEVEN LLC Added +7,717+7.7k
HighTower Advisors, LLC New +6,875+6.9k
NATIONS FINANCIAL GROUP INC, /IA/ /ADV New +6,805+6.8k

Biggest sellers

STEPHENS INC /AR/ Reduced -156,980-157.0k
RAYMOND JAMES FINANCIAL INC Reduced -85,020-85.0k
OSAIC HOLDINGS, INC. Reduced -32,563-32.6k
Kestra Advisory Services, LLC Reduced -18,196-18.2k
JANE STREET GROUP, LLC Sold out -17,337-17.3k
MML INVESTORS SERVICES, LLC Reduced -9,673-9.7k
NorthCrest Asset Manangement, LLC Reduced -7,464-7.5k
Synergy Asset Management, LLC Reduced -7,047-7.0k
Atria Wealth Solutions, Inc. Reduced -6,054-6.1k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -5,866-5.9k

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 -4.1 pts · filed 2026-10-19 26.0% -4.1 pts 2.2m≈ $90.8m 2026-10-19

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 460,929460.9k $16.9m $16.9m 0.02% Reduced -1.6k -1,562
2 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 370,049370.0k $13.6m $13.6m 0.00% Reduced -85.0k -85,020
3 Kestra Advisory Services, LLC 0.05% of their portfolio AUSTIN, TX 260,462260.5k $9.6m $9.6m 0.05% Reduced -18.2k -18,196
4 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 232,872232.9k $8.5m $8.5m 0.02% Reduced -32.6k -32,563
5 First International Bank of Israel Ltd. 3.12% of their portfolio TEL AVIV, L3 144,500144.5k $5.3m $5.3m 3.12% First filing
6 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 132,193132.2k $4.8m $4.8m 0.01% Added +17.9k +17,876
7 Schulz Wealth, LTD. 2.77% of their portfolio MANSFIELD, TX 101,020101.0k $3.7m $3.7m 2.77% Reduced -840 -840
8 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 73,89673.9k $2.7m $2.7m 0.00% Added +6.6k +6,581
9 Sunbelt Securities, Inc. 0.21% of their portfolio HOUSTON, TX 69,14869.1k $2.4m $2.4m 0.21% Unchanged
10 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 62,82162.8k $2.3m $2.3m 0.00% Added +9.0k +8,953
11 CITY HOLDING CO 0.30% of their portfolio CHARLESTON, WV 61,69361.7k $2.3m $2.3m 0.30% Reduced -1.1k -1,077
12 Wood Tarver Financial Group, LLC 0.62% of their portfolio BOISE, ID 55,74655.7k $2.0m $2.0m 0.62% Added +3.6k +3,642
13 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 53,87453.9k $2.0m $2.0m 0.00% Added +52.8k +52,830
14 Archer Investment Corp 0.41% of their portfolio Carmel, IN 46,71446.7k $1.7m $1.7m 0.41% Reduced -151 -151
15 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 37,15137.2k $1.4m $1.4m 0.00% Reduced -9.7k -9,673
16 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 33,72033.7k $1.2m $1.2m 0.00% Reduced -954 -954
17 FOUNDERS FINANCIAL SECURITIES LLC 0.09% of their portfolio TOWSON, MD 32,54832.5k $1.2m $1.2m 0.09% Reduced -4 -4
18 MGO ONE SEVEN LLC 0.04% of their portfolio Beachwood, OH 29,66229.7k $1.1m $1.1m 0.04% Added +7.7k +7,717
19 CreativeOne Wealth, LLC 0.02% of their portfolio OVERLAND PARK, KS 25,13825.1k $921.8k $921.8k 0.02% Unchanged
20 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 19,11719.1k $701.0k $701.0k 0.00% Reduced -1.2k -1,203
21 UPTICK PARTNERS, LLC 0.19% of their portfolio NACOGDOCHES, TX 18,18418.2k $666.8k $666.8k 0.19% Added +1.9k +1,950
22 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 17,44417.4k $639.7k $639.7k 0.02% New
23 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 16,90916.9k $620.0k $620.0k 0.01% Unchanged
24 UBS Group AG 0.00% of their portfolio ZURICH, V8 16,84316.8k $617.6k $617.6k 0.00% Added +15.0k +14,986
25 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 16,83916.8k $617.0k $617.0k 0.00% Reduced -1.2k -1,225
26 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 16,48816.5k $604.6k $604.6k 0.00% Added +679 +679
27 BRASS TAX WEALTH MANAGEMENT, INC 0.12% of their portfolio CINCINNATI, OH 16,34516.3k $599.4k $599.4k 0.12% Reduced -360 -360
28 Keystone Wealth Services, LLC 0.14% of their portfolio PALM DESERT, CA 15,90315.9k $583.2k $583.2k 0.14% Unchanged
29 REAP Financial Group, LLC 0.14% of their portfolio AUSTIN, TX 15,78615.8k $578.9k $578.9k 0.14% Unchanged
30 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 15,74315.7k $577.3k $577.3k 0.00% Added +9.5k +9,502
31 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 15,42515.4k $565.6k $565.6k 0.01% Unchanged
32 NWF Advisory Services Inc. 0.06% of their portfolio Los Angeles, CA 13,85013.8k $507.9k $507.9k 0.06% Unchanged
33 NorthCrest Asset Manangement, LLC 0.01% of their portfolio PLYMOUTH, MN 13,57213.6k $499.6k $499.6k 0.01% Reduced -7.5k -7,464
34 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 12,45312.5k $456.6k $456.6k 0.00% Reduced -5.9k -5,866
35 Tanglewood Legacy Advisors, LLC 0.17% of their portfolio HOUSTON, TX 11,50711.5k $422.0k $422.0k 0.17% Reduced -902 -902
36 Integrity Financial Corp /WA 0.19% of their portfolio JACKSON, WY 10,25710.3k $376.1k $376.1k 0.19% Reduced -1.5k -1,517
37 Advyzon Investment Management, LLC 0.08% of their portfolio LISLE, IL 10,14810.1k $372.1k $372.1k 0.08% Reduced -3.2k -3,168
38 Kinloch Capital, LLC 0.17% of their portfolio GLEN ALLEN, VA 10,08610.1k $369.9k $369.9k 0.17% Unchanged
39 ORG Partners LLC 0.08% of their portfolio ROANOKE, IN 10,00010.0k $366.6k $366.6k 0.08% Unchanged
40 DHJJ Financial Advisors, Ltd. 0.13% of their portfolio NAPERVILLE, IL 9,7729.8k $358.3k $358.3k 0.13% Unchanged
41 GRIES FINANCIAL LLC 0.06% of their portfolio Cleveland, OH 9,6739.7k $354.7k $354.7k 0.06% Unchanged
42 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 8,9348.9k $327.6k $327.6k 0.00% New
43 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 8,6368.6k $316.7k $316.7k 0.01% Reduced -81 -81
44 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 8,4508.4k $309.9k $309.9k 0.01% Reduced -4.0k -3,950
45 Spire Wealth Management 0.01% of their portfolio MCLEAN, VA 8,0928.1k $296.7k $296.7k 0.01% Reduced -5.5k -5,519
46 Synergy Asset Management, LLC 0.03% of their portfolio VANCOUVER, WA 7,3917.4k $271.0k $271.0k 0.03% Reduced -7.0k -7,047
47 STEPHENS INC /AR/ 0.00% of their portfolio LITTLE ROCK, AR 7,3657.4k $270.1k $270.1k 0.00% Reduced -157.0k -156,980
48 EVOLUTION WEALTH MANAGEMENT INC. 0.33% of their portfolio FORT MYERS, FL 7,2967.3k $267.5k $267.5k 0.33% First filing
49 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 7,1897.2k $263.6k $263.6k 0.01% Reduced -6.1k -6,054
50 FSB PREMIER WEALTH MANAGEMENT, INC. 0.09% of their portfolio WATERLOO, IA 7,0577.1k $258.8k $258.8k 0.09% Reduced -11 -11
51 LEGACY SOLUTIONS, LLC 0.24% of their portfolio KENNETT SQUARE, PA 6,8946.9k $252.8k $252.8k 0.24% Unchanged
52 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 6,8756.9k $252.1k $252.1k 0.00% New
53 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.02% of their portfolio CEDAR RAPIDS, IA 6,8056.8k $249.5k $249.5k 0.02% New
54 BlueChip Wealth Advisors LLC 0.11% of their portfolio Milton, GA 6,7396.7k $247.1k $247.1k 0.11% Reduced -2.3k -2,322
55 BCGM Wealth Management, LLC 0.07% of their portfolio LAFAYETTE, IN 6,6156.6k $242.6k $242.6k 0.07% Unchanged
56 Grantvest Financial Group LLC 0.18% of their portfolio MATAWAN, NJ 6,5276.5k $239.3k $239.3k 0.18% Unchanged
57 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 6,2196.2k $228.9k $228.9k 0.00% New
58 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 6,1966.2k $227.0k $227.0k 0.00% New
59 Mariner, LLC 0.00% of their portfolio Overland Park, KS 5,8805.9k $215.6k $215.6k 0.00% Unchanged
60 StoneX Group Inc. 0.01% of their portfolio NEW YORK, NY 5,8725.9k $215.3k $215.3k 0.01% New
61 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 5,6505.7k $207.2k $207.2k 0.01% New
62 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 5,5725.6k $204.3k $204.3k 0.00% Added +5.2k +5,170
63 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 3,7753.8k $138.4k $138.4k 0.00% Unchanged
64 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 3,3073.3k $121.3k $121.3k 0.00% Unchanged
65 AdvisorNet Financial, Inc 0.01% of their portfolio MINNETONKA, MN 3,1273.1k $114.7k $114.7k 0.01% Unchanged
66 GUARDIAN WEALTH ADVISORS, LLC / NC 0.01% of their portfolio RALEIGH, NC 2,8072.8k $102.9k $102.9k 0.01% Unchanged
67 CWM, LLC 0.00% of their portfolio OMAHA, NE 2,7752.8k $102.0k $102.0k 0.00% Reduced -1.3k -1,299
68 Ameritas Advisory Services, LLC 0.01% of their portfolio Lincoln, NE 2,6682.7k $97.8k $97.8k 0.01% New
69 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 2,2402.2k $82.0k $82.0k 0.00% Unchanged
70 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 2,1632.2k $79.3k $79.3k 0.00% Reduced -2.7k -2,682
71 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 1,5021.5k $55.1k $55.1k 0.00% Unchanged
72 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.01% of their portfolio BLUE BELL, PA 1,3001.3k $47.7k $47.7k 0.01% Unchanged
73 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 1,0001.0k $36.7k $36.7k 0.00% Unchanged
74 PFS Partners, LLC 0.02% of their portfolio MINE HILL, NJ 876876 $32.1k $32.1k 0.02% Unchanged
75 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 644644 $23.6k $23.6k 0.00% Reduced -82 -82
76 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 548548 $20.1k $20.1k 0.00% Unchanged
77 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.00% of their portfolio INDIANAPOLIS, IN 473473 $17.3k $17.3k 0.00% New
78 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 100100 $3.7k $3.7k 0.00% Unchanged
79 ASHTON THOMAS SECURITIES, LLC 0.00% of their portfolio ROCHESTER, NY 2020 $740 $740 0.00% Unchanged
80 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged