Vault-13

FIRST TR EXCHNG TRADED FD VI GSEP

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

127 institutional holders +26 vs Q3 2025
7,753,3307.8m shares reported held*
$300.4mreported value*
35 new 32 added 32 reduced 14 sold out net bought ≈ $63.6m (+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 ($4.2k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $38.74.

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 23: 23Q4 23: 52Q1 24: 53Q2 24: 56Q3 24: 63Q4 24: 74Q1 25: 72Q2 25: 80Q3 25: 101Q4 25: 127127Q3 23Q1 24Q3 24Q1 25Q3 25Q4 25
Numbers
QuarterHolders
Q3 202323
Q4 202352
Q1 202453
Q2 202456
Q3 202463
Q4 202474
Q1 202572
Q2 202580
Q3 2025101
Q4 2025127

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 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 25Q3 25: 67 bought or addedQ3 25: 26 cut or sold outQ4 25: 67 bought or addedQ4 25: 46 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20241424
Q2 20241716
Q3 20244016
Q4 20243426
Q1 20252625
Q2 20252132
Q3 20256726
Q4 20256746

Biggest buyers

AE Wealth Management LLC Added +1,604,379+1.6m
Outlook Wealth Advisors, LLC New +268,279+268.3k
Wellment Financial New +192,559+192.6k
RAYMOND JAMES FINANCIAL INC Added +178,268+178.3k
Lloyd Advisory Services, LLC. New +146,135+146.1k
MML INVESTORS SERVICES, LLC Added +128,495+128.5k
OSAIC HOLDINGS, INC. Added +72,401+72.4k
Wood Tarver Financial Group, LLC Added +58,636+58.6k
SMART Wealth LLC New +48,651+48.7k
FSA Advisors, Inc. New +43,019+43.0k

Biggest sellers

Ausdal Financial Partners, Inc. Reduced -454,785-454.8k
ENVESTNET ASSET MANAGEMENT INC Reduced -340,337-340.3k
Cetera Investment Advisers Reduced -207,206-207.2k
Atria Investments, Inc Sold out -150,783-150.8k
BAM Wealth Management, LLC Sold out -112,686-112.7k
CreativeOne Wealth, LLC Reduced -55,199-55.2k
MAI Capital Management Reduced -36,214-36.2k
JANE STREET GROUP, LLC Sold out -36,149-36.1k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -20,711-20.7k
Americana Partners, LLC Reduced -18,815-18.8k

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, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 AE Wealth Management LLC 0.36% of their portfolio TOPEKA, KS 1,606,5421.6m $62.2m $62.2m 0.36% Added +1.6m +1,604,379
2 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 727,879727.9k $28.2m $28.2m 0.01% Added +178.3k +178,268
3 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 542,393542.4k $21.0m $21.0m 0.03% Reduced -20.7k -20,711
4 MAI Capital Management 0.10% of their portfolio INDEPENDENCE, OH 455,359455.4k $17.6m $17.6m 0.10% Reduced -36.2k -36,214
5 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 389,050389.1k $15.1m $15.1m 0.02% Added +72.4k +72,401
6 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 276,946276.9k $10.7m $10.7m 0.04% Added +16.3k +16,264
7 Outlook Wealth Advisors, LLC 2.35% of their portfolio SHENANDOAH, TX 268,279268.3k $10.4m $10.4m 2.35% New
8 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 209,936209.9k $8.1m $8.1m 0.01% Reduced -207.2k -207,206
9 Wellment Financial 8.76% of their portfolio ELMHURST, IL 192,559192.6k $7.5m $7.5m 8.76% New
10 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 167,907167.9k $6.5m $6.5m 0.00% Reduced -340.3k -340,337
11 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 164,670164.7k $6.4m $6.4m 0.02% Added +128.5k +128,495
12 Americana Partners, LLC 0.17% of their portfolio Houston, TX 161,751161.8k $6.3m $6.3m 0.17% Reduced -18.8k -18,815
13 Lloyd Advisory Services, LLC. 2.20% of their portfolio SUWANEE, GA 146,135146.1k $5.7m $5.7m 2.20% New
14 First International Bank of Israel Ltd. 2.67% of their portfolio TEL AVIV, L3 144,500144.5k $5.6m $5.6m 2.67% Unchanged
15 US BANCORP \DE\ 0.01% of their portfolio MINNEAPOLIS, MN 143,110143.1k $5.5m $5.5m 0.01% Added +37.5k +37,461
16 Wood Tarver Financial Group, LLC 1.39% of their portfolio BOISE, ID 127,721127.7k $4.9m $4.9m 1.39% Added +58.6k +58,636
17 Stratos Wealth Advisors, LLC 0.21% of their portfolio BEACHWOOD, OH 110,591110.6k $4.3m $4.3m 0.21% Reduced -2.8k -2,799
18 HBW ADVISORY SERVICES LLC 0.43% of their portfolio SIMI VALLEY, CA 102,684102.7k $4.0m $4.0m 0.43% Reduced -1.0k -1,026
19 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 100,144100.1k $3.9m $3.9m 0.00% Added +16.6k +16,590
20 Schulz Wealth, LTD. 2.40% of their portfolio MANSFIELD, TX 96,78096.8k $3.7m $3.7m 2.40% Reduced -3.0k -2,985
21 Networth Advisors, LLC 2.07% of their portfolio CANONSBURG, PA 72,26072.3k $2.8m $2.8m 2.07% First filing
22 Sunbelt Securities, Inc. 0.17% of their portfolio HOUSTON, TX 66,66766.7k $2.6m $2.6m 0.17% Reduced -1.5k -1,520
23 CITY HOLDING CO 0.29% of their portfolio CHARLESTON, WV 60,52360.5k $2.3m $2.3m 0.29% Added +630 +630
24 ORG Partners LLC 0.40% of their portfolio ROANOKE, IN 58,26358.3k $2.3m $2.3m 0.40% Added +39.2k +39,213
25 Integrated Wealth Management 2.36% of their portfolio UNIONTOWN, OH 54,12654.1k $2.1m $2.1m 2.36% First filing
26 Advisory Services Network, LLC 0.03% of their portfolio ATLANTA, GA 53,69653.7k $2.1m $2.1m 0.03% Added +1.1k +1,083
27 KRAEMATON INVESTMENT ADVISORS, INC 1.63% of their portfolio BRAINTREE, MA 52,65752.7k $2.0m $2.0m 1.63% Added +4.0k +3,987
28 SMART Wealth LLC 0.57% of their portfolio Omaha, NE 48,65148.7k $1.9m $1.9m 0.57% New
29 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 48,56548.6k $1.9m $1.9m 0.00% Added +8.3k +8,328
30 Archer Investment Corp 0.42% of their portfolio Carmel, IN 48,26148.3k $1.9m $1.9m 0.42% Added +11.5k +11,487
31 FSA Advisors, Inc. 1.16% of their portfolio TROY, MI 43,01943.0k $1.7m $1.7m 1.16% New
32 FOUNDERS FINANCIAL SECURITIES LLC 0.09% of their portfolio TOWSON, MD 40,35040.4k $1.6m $1.6m 0.09% Added +5.3k +5,253
33 KESTRA PRIVATE WEALTH SERVICES, LLC 0.02% of their portfolio AUSTIN, TX 32,14032.1k $1.2m $1.2m 0.02% Added +8.7k +8,655
34 Kovack Advisors, Inc. 0.06% of their portfolio FT. LAUDERDALE, FL 32,02532.0k $1.2m $1.2m 0.06% Added +6.1k +6,075
35 Avantra Family Wealth, Inc. 0.83% of their portfolio MECHANICSBURG, PA 29,67129.7k $1.1m $1.1m 0.83% New
36 NorthCrest Asset Manangement, LLC 0.02% of their portfolio PLYMOUTH, MN 27,82427.8k $1.1m $1.1m 0.02% Reduced -6.8k -6,840
37 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 26,77926.8k $1.0m $1.0m 0.01% Reduced -5.5k -5,512
38 FWG Investments, LLC. 0.65% of their portfolio LEXINGTON, KY 26,47826.5k $1.0m $1.0m 0.65% New
39 Blackston Financial Advisory Group, LLC 0.62% of their portfolio THE VILLAGES, FL 26,39426.4k $1.0m $1.0m 0.62% New
40 Prospera Financial Services Inc 0.02% of their portfolio Dallas, TX 25,89725.9k $1.0m $1.0m 0.02% Reduced -2.3k -2,312
41 First Heartland Consultants, Inc. 0.07% of their portfolio LAKE ST. LOUIS, MO 25,49025.5k $987.5k $987.5k 0.07% New
42 UPTICK PARTNERS, LLC 0.21% of their portfolio NACOGDOCHES, TX 25,42225.4k $984.8k $984.8k 0.21% Added +4.8k +4,808
43 CreativeOne Wealth, LLC 0.02% of their portfolio OVERLAND PARK, KS 25,17325.2k $975.2k $975.2k 0.02% Reduced -55.2k -55,199
44 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 24,39224.4k $944.9k $944.9k 0.00% Added +4.6k +4,609
45 Csenge Advisory Group 0.04% of their portfolio CLEARWATER, FL 21,15021.1k $819.4k $819.4k 0.04% New
46 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 19,10719.1k $740.2k $740.2k 0.00% New
47 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 18,90018.9k $732.2k $732.2k 0.00% Added +8.9k +8,865
48 HOWARD BAILEY SECURITIES, LLC 0.26% of their portfolio FORT WAYNE, IN 17,29717.3k $670.1k $670.1k 0.26% New
49 Strategic Blueprint, LLC 0.04% of their portfolio ATLANTA, GA 17,17917.2k $665.5k $665.5k 0.04% New
50 LifeWealth Investments, LLC 0.20% of their portfolio WINTER GARDEN, FL 16,05016.1k $621.8k $621.8k 0.20% New
51 Waverly Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 15,93015.9k $617.1k $617.1k 0.00% New
52 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 15,71915.7k $609.0k $609.0k 0.00% Reduced -3.2k -3,244
53 REAP Financial Group, LLC 0.12% of their portfolio AUSTIN, TX 15,21615.2k $589.5k $589.5k 0.12% Reduced -6.7k -6,702
54 Diligent Investors, LLC 0.14% of their portfolio REDLANDS, CA 15,20015.2k $588.8k $588.8k 0.14% Unchanged
55 American Alpha Advisors, LLC 0.36% of their portfolio NEW YORK, NY 14,81514.8k $573.9k $573.9k 0.36% New
56 NWF Advisory Services Inc. 0.06% of their portfolio Los Angeles, CA 14,30014.3k $554.0k $554.0k 0.06% Added +300 +300
57 Quest 10 Wealth Builders, Inc. 0.48% of their portfolio Fuquay-Varina, VA 13,88013.9k $537.7k $537.7k 0.48% New
58 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 13,85213.9k $536.6k $536.6k 0.01% Unchanged
59 Gallagher Fiduciary Advisors, LLC 0.02% of their portfolio ROLLING MEADOWS, IL 12,80812.8k $496.2k $496.2k 0.02% Reduced -14.9k -14,894
60 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 12,72012.7k $492.0k $492.0k 0.00% New
61 Grantvest Financial Group LLC 0.31% of their portfolio MATAWAN, NJ 12,41512.4k $481.0k $481.0k 0.31% Added +257 +257
62 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 12,36612.4k $479.1k $479.1k 0.01% Reduced -1.6k -1,596
63 Tanglewood Legacy Advisors, LLC 0.17% of their portfolio HOUSTON, TX 11,37311.4k $440.6k $440.6k 0.17% Unchanged
64 IMC-Chicago, LLC 0.01% of their portfolio CHICAGO, IL 11,20611.2k $434.1k $434.1k 0.01% New
65 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 10,96711.0k $424.9k $424.9k 0.00% Added +2.0k +2,026
66 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 10,92910.9k $423.4k $423.4k 0.01% New
67 DHJJ Financial Advisors, Ltd. 0.14% of their portfolio NAPERVILLE, IL 10,62510.6k $411.6k $411.6k 0.14% Unchanged
68 LANARK FINANCIAL, INC. 0.03% of their portfolio BIRMINGHAM, AL 10,60710.6k $410.9k $410.9k 0.03% Unchanged
69 Noble Wealth Management PBC 0.21% of their portfolio GREENWOOD VILLAGE, CO 10,60510.6k $410.8k $410.8k 0.21% Reduced -1.7k -1,720
70 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 10,36810.4k $401.7k $401.7k 0.01% Added +458 +458
71 Integrity Financial Corp /WA 0.20% of their portfolio JACKSON, WY 10,35210.4k $401.0k $401.0k 0.20% Added +148 +148
72 Advyzon Investment Management, LLC 0.05% of their portfolio LISLE, IL 10,14810.1k $393.1k $393.1k 0.05% Unchanged
73 Kinloch Capital, LLC 0.17% of their portfolio GLEN ALLEN, VA 10,08610.1k $390.7k $390.7k 0.17% Unchanged
74 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 9,6779.7k $374.9k $374.9k 0.01% Added +462 +462
75 Snowden Capital Advisors LLC 0.01% of their portfolio New York, NY 9,5649.6k $370.5k $370.5k 0.01% Added +1.6k +1,564
76 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 9,1169.1k $353.2k $353.2k 0.00% Reduced -281 -281
77 B. Riley Wealth Advisors, Inc. 0.02% of their portfolio MEMPHIS, TN 9,0009.0k $348.7k $348.7k 0.02% Unchanged
78 FSB PREMIER WEALTH MANAGEMENT, INC. 0.11% of their portfolio WATERLOO, IA 8,9308.9k $345.9k $345.9k 0.11% Reduced -801 -801
79 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 8,8338.8k $342.2k $342.2k 0.01% Reduced -8.8k -8,802
80 Synergy Asset Management, LLC 0.04% of their portfolio VANCOUVER, WA 8,7778.8k $340.0k $340.0k 0.04% Reduced -14.8k -14,828
81 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 8,6468.6k $340.1k $340.1k 0.00% Added +3.7k +3,685
82 BFI Wealth Solutions, LLC 0.30% of their portfolio DALLAS, TX 8,2308.2k $318.8k $318.8k 0.30% First filing
83 Savvy Advisors, Inc. 0.01% of their portfolio NEW YORK, NY 7,9628.0k $308.4k $308.4k 0.01% New
84 Ignite Planners, LLC 0.04% of their portfolio SAN CLEMENTE, CA 7,4527.5k $291.0k $291.0k 0.04% Added +1.5k +1,500
85 STEPHENS INC /AR/ 0.00% of their portfolio LITTLE ROCK, AR 7,3657.4k $285.3k $285.3k 0.00% Unchanged
86 Ausdal Financial Partners, Inc. 0.01% of their portfolio Davenport, IA 6,6606.7k $258.0k $258.0k 0.01% Reduced -454.8k -454,785
87 BCGM Wealth Management, LLC 0.07% of their portfolio LAFAYETTE, IN 6,6156.6k $256.3k $256.3k 0.07% Unchanged
88 HOLLENCREST CAPITAL MANAGEMENT 0.01% of their portfolio NEWPORT BEACH, CA 6,5726.6k $254.6k $254.6k 0.01% Unchanged
89 LEGACY SOLUTIONS, LLC 0.22% of their portfolio KENNETT SQUARE, PA 6,4506.5k $249.9k $249.9k 0.22% Reduced -970 -970
90 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 6,4476.4k $249.8k $249.8k 0.00% New
91 MBL Wealth, LLC 0.02% of their portfolio CHARLOTTE, NC 6,4006.4k $247.9k $247.9k 0.02% New
92 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 6,3246.3k $245.0k $245.0k 0.00% New
93 B.O.S.S. Retirement Advisors, LLC 0.08% of their portfolio Lehi, UT 6,2706.3k $242.9k $242.9k 0.08% New
94 Lifestyle Asset Management, Inc. 0.08% of their portfolio FRIENDSWOOD, TX 6,0506.0k $234.4k $234.4k 0.08% Unchanged
95 Main Street Financial Solutions, LLC 0.02% of their portfolio NEWTOWN, PA 6,0476.0k $234.3k $234.3k 0.02% Unchanged
96 Keating Financial Advisory Services, Inc. 0.03% of their portfolio MANHATTAN, KS 6,0286.0k $233.5k $233.5k 0.03% First filing
97 Mariner, LLC 0.00% of their portfolio Overland Park, KS 5,8805.9k $227.8k $227.8k 0.00% Unchanged
98 Kingdom Financial Group LLC. 0.07% of their portfolio PEORIA, AZ 5,8575.9k $226.9k $226.9k 0.07% New
99 Koshinski Asset Management, Inc. 0.01% of their portfolio DECATUR, IL 5,6555.7k $219.1k $219.1k 0.01% Reduced -500 -500
100 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.01% of their portfolio CEDAR RAPIDS, IA 5,3055.3k $205.5k $205.5k 0.01% Unchanged