Vault-13

FIRST TR EXCHNG TRADED FD VI GSEP

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

120 institutional holders -7 vs Q4 2025
7,029,4587.0m shares reported held*
$267.1mreported value*
10 new 24 added 55 reduced 15 sold out net sold ≈ $22.3m (-567.5k 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 ($43.8k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $37.99.

Trends to Q1 2026

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: 127Q1 26: 120120Q3 23Q1 24Q3 24Q1 25Q3 25Q1 26
Numbers
QuarterHolders
Q3 202323
Q4 202352
Q1 202453
Q2 202456
Q3 202463
Q4 202474
Q1 202572
Q2 202580
Q3 2025101
Q4 2025127
Q1 2026120

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 24: 17 bought or addedQ2 24: 16 cut or sold outQ3 24: 40 bought or addedQ3 24: 16 cut or sold outQ3 24Q4 24: 34 bought or addedQ4 24: 26 cut or sold outQ1 25: 26 bought or addedQ1 25: 25 cut or sold outQ1 25Q2 25: 21 bought or addedQ2 25: 32 cut or sold outQ3 25: 67 bought or addedQ3 25: 26 cut or sold outQ3 25Q4 25: 67 bought or addedQ4 25: 46 cut or sold outQ1 26: 34 bought or addedQ1 26: 70 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20241716
Q3 20244016
Q4 20243426
Q1 20252625
Q2 20252132
Q3 20256726
Q4 20256746
Q1 20263470

Biggest buyers

POM Investment Strategies, LLC New +234,124+234.1k
NEW WAVE WEALTH ADVISORS LLC New +44,171+44.2k
OLD MISSION CAPITAL LLC Added +21,832+21.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +20,257+20.3k
LPL Financial LLC Added +20,008+20.0k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +17,387+17.4k
Kestra Advisory Services, LLC Added +16,815+16.8k
Concurrent Investment Advisors, LLC New +16,460+16.5k
Keystone Wealth Services, LLC New +16,449+16.4k
Elevated Capital Advisors, LLC New +15,154+15.2k

Biggest sellers

MAI Capital Management Reduced -159,608-159.6k
Lloyd Advisory Services, LLC. Reduced -141,731-141.7k
Outlook Wealth Advisors, LLC Reduced -133,017-133.0k
Stratos Wealth Advisors, LLC Sold out -110,591-110.6k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -81,708-81.7k
Americana Partners, LLC Reduced -72,356-72.4k
OSAIC HOLDINGS, INC. Reduced -62,343-62.3k
Advisory Services Network, LLC Sold out -53,696-53.7k
MML INVESTORS SERVICES, LLC Reduced -48,317-48.3k
Avantra Family Wealth, Inc. Sold out -29,671-29.7k

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

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 AE Wealth Management LLC 0.33% of their portfolio TOPEKA, KS 1,598,4191.6m $60.9m $60.9m 0.33% Reduced -8.1k -8,123
2 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 706,385706.4k $26.9m $26.9m 0.01% Reduced -21.5k -21,494
3 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 460,685460.7k $17.6m $17.6m 0.02% Reduced -81.7k -81,708
4 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 326,707326.7k $12.5m $12.5m 0.02% Reduced -62.3k -62,343
5 MAI Capital Management 0.06% of their portfolio INDEPENDENCE, OH 295,751295.8k $11.3m $11.3m 0.06% Reduced -159.6k -159,608
6 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 293,761293.8k $11.2m $11.2m 0.04% Added +16.8k +16,815
7 POM Investment Strategies, LLC 11.08% of their portfolio RALEIGH, NC 234,124234.1k $8.9m $8.9m 11.08% New
8 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 217,632217.6k $8.3m $8.3m 0.01% Added +7.7k +7,696
9 Wellment Financial 9.05% of their portfolio ELMHURST, IL 191,928191.9k $7.3m $7.3m 9.05% Reduced -631 -631
10 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 168,653168.7k $6.4m $6.4m 0.00% Added +746 +746
11 First International Bank of Israel Ltd. 1.62% of their portfolio TEL AVIV, L3 144,500144.5k $5.5m $5.5m 1.62% Unchanged
12 Wood Tarver Financial Group, LLC 1.48% of their portfolio BOISE, ID 140,961141.0k $5.4m $5.4m 1.48% Added +13.2k +13,240
13 Outlook Wealth Advisors, LLC 1.25% of their portfolio SHENANDOAH, TX 135,262135.3k $5.2m $5.2m 1.25% Reduced -133.0k -133,017
14 US BANCORP \DE\ 0.01% of their portfolio MINNEAPOLIS, MN 128,514128.5k $4.9m $4.9m 0.01% Reduced -14.6k -14,596
15 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 120,152120.2k $4.6m $4.6m 0.00% Added +20.0k +20,008
16 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 116,353116.4k $4.4m $4.4m 0.01% Reduced -48.3k -48,317
17 HBW ADVISORY SERVICES LLC 0.41% of their portfolio SIMI VALLEY, CA 102,244102.2k $3.9m $3.9m 0.41% Reduced -440 -440
18 Americana Partners, LLC 0.09% of their portfolio Houston, TX 89,39589.4k $3.4m $3.4m 0.09% Reduced -72.4k -72,356
19 Networth Advisors, LLC 1.93% of their portfolio CANONSBURG, PA 71,56871.6k $2.7m $2.7m 1.93% Reduced -692 -692
20 Integrated Wealth Management 2.75% of their portfolio UNIONTOWN, OH 62,84062.8k $2.4m $2.4m 2.75% Added +8.7k +8,714
21 Sunbelt Securities, Inc. 0.15% of their portfolio HOUSTON, TX 62,51762.5k $2.4m $2.4m 0.15% Reduced -4.2k -4,150
22 CITY HOLDING CO 0.26% of their portfolio CHARLESTON, WV 54,29554.3k $2.1m $2.1m 0.26% Reduced -6.2k -6,228
23 SMART Wealth LLC 0.59% of their portfolio Omaha, NE 52,81552.8k $2.0m $2.0m 0.59% Added +4.2k +4,164
24 FSA Advisors, Inc. 1.29% of their portfolio TROY, MI 51,19051.2k $2.0m $2.0m 1.29% Added +8.2k +8,171
25 KRAEMATON INVESTMENT ADVISORS, INC 1.54% of their portfolio BRAINTREE, MA 49,62249.6k $1.9m $1.9m 1.54% Reduced -3.0k -3,035
26 Archer Investment Corp 0.39% of their portfolio Carmel, IN 48,02448.0k $1.8m $1.8m 0.39% Reduced -237 -237
27 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 46,16446.2k $1.8m $1.8m 0.00% Reduced -2.4k -2,401
28 FOUNDERS FINANCIAL SECURITIES LLC 0.10% of their portfolio TOWSON, MD 45,94245.9k $1.8m $1.8m 0.10% Added +5.6k +5,592
29 NEW WAVE WEALTH ADVISORS LLC 0.59% of their portfolio SPRINGDALE, AR 44,17144.2k $1.7m $1.7m 0.59% New
30 KESTRA PRIVATE WEALTH SERVICES, LLC 0.02% of their portfolio AUSTIN, TX 32,14032.1k $1.2m $1.2m 0.02% Unchanged
31 OLD MISSION CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 30,66530.7k $1.2m $1.2m 0.03% Added +21.8k +21,832
32 Kovack Advisors, Inc. 0.06% of their portfolio FT. LAUDERDALE, FL 30,38030.4k $1.2m $1.2m 0.06% Reduced -1.6k -1,645
33 FWG Investments, LLC. 0.67% of their portfolio LEXINGTON, KY 27,70927.7k $1.1m $1.1m 0.67% Added +1.2k +1,231
34 Blackston Financial Advisory Group, LLC 0.65% of their portfolio THE VILLAGES, FL 27,01127.0k $1.0m $1.0m 0.65% Added +617 +617
35 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 26,03326.0k $111.8k $111.8k 0.00% Added +17.4k +17,387
36 Csenge Advisory Group 0.04% of their portfolio CLEARWATER, FL 25,19925.2k $960.3k $960.3k 0.04% Added +4.0k +4,049
37 CreativeOne Wealth, LLC 0.02% of their portfolio OVERLAND PARK, KS 25,13225.1k $957.8k $957.8k 0.02% Reduced -41 -41
38 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 24,85224.9k $947.1k $947.1k 0.01% Reduced -1.9k -1,927
39 Prospera Financial Services Inc 0.02% of their portfolio Dallas, TX 24,82124.8k $945.9k $945.9k 0.02% Reduced -1.1k -1,076
40 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 24,62724.6k $938.5k $938.5k 0.00% Added +235 +235
41 UPTICK PARTNERS, LLC 0.18% of their portfolio NACOGDOCHES, TX 23,97224.0k $913.6k $913.6k 0.18% Reduced -1.4k -1,450
42 NorthCrest Asset Manangement, LLC 0.03% of their portfolio PLYMOUTH, MN 23,11223.1k $884.3k $884.3k 0.03% Reduced -4.7k -4,712
43 First Heartland Consultants, Inc. 0.06% of their portfolio LAKE ST. LOUIS, MO 20,71020.7k $789.3k $789.3k 0.06% Reduced -4.8k -4,780
44 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 20,25720.3k $772.0k $772.0k 0.01% Added +7.9k +7,891
45 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 20,25720.3k $772.0k $772.0k 0.00% New
46 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 18,55018.6k $706.9k $706.9k 0.00% Reduced -350 -350
47 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 16,46016.5k $627.3k $627.3k 0.01% New
48 Keystone Wealth Services, LLC 0.13% of their portfolio PALM DESERT, CA 16,44916.4k $626.9k $626.9k 0.13% New
49 American Alpha Advisors, LLC 0.35% of their portfolio NEW YORK, NY 15,81515.8k $602.7k $602.7k 0.35% Added +1.0k +1,000
50 Diligent Investors, LLC 0.14% of their portfolio REDLANDS, CA 15,20015.2k $579.3k $579.3k 0.14% Unchanged
51 REAP Financial Group, LLC 0.11% of their portfolio AUSTIN, TX 15,19215.2k $579.0k $579.0k 0.11% Reduced -24 -24
52 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 15,17815.2k $578.0k $578.0k 0.00% Reduced -541 -541
53 Elevated Capital Advisors, LLC 0.15% of their portfolio SANDY, UT 15,15415.2k $577.5k $577.5k 0.15% New
54 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 14,96015.0k $570.1k $570.1k 0.00% Added +4.0k +3,993
55 Waverly Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 14,85014.8k $565.9k $565.9k 0.00% Reduced -1.1k -1,080
56 NWF Advisory Services Inc. 0.06% of their portfolio Los Angeles, CA 14,40014.4k $548.8k $548.8k 0.06% Added +100 +100
57 HOWARD BAILEY SECURITIES, LLC 0.22% of their portfolio FORT WAYNE, IN 14,11214.1k $537.8k $537.8k 0.22% Reduced -3.2k -3,185
58 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 13,85213.9k $527.9k $527.9k 0.01% Unchanged
59 Snowden Capital Advisors LLC 0.01% of their portfolio New York, NY 13,71713.7k $522.8k $522.8k 0.01% Added +4.2k +4,153
60 Quest 10 Wealth Builders, Inc. 0.45% of their portfolio Fuquay-Varina, VA 13,41313.4k $511.2k $511.2k 0.45% Reduced -467 -467
61 LifeWealth Investments, LLC 0.15% of their portfolio WINTER GARDEN, FL 13,26213.3k $505.4k $505.4k 0.15% Reduced -2.8k -2,788
62 Gallagher Fiduciary Advisors, LLC 0.02% of their portfolio ROLLING MEADOWS, IL 12,78312.8k $487.2k $487.2k 0.02% Reduced -25 -25
63 Tanglewood Legacy Advisors, LLC 0.16% of their portfolio HOUSTON, TX 11,37311.4k $433.4k $433.4k 0.16% Unchanged
64 Grantvest Financial Group LLC 0.27% of their portfolio MATAWAN, NJ 10,97511.0k $418.3k $418.3k 0.27% Reduced -1.4k -1,440
65 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 10,77910.8k $410.8k $410.8k 0.01% Reduced -150 -150
66 DHJJ Financial Advisors, Ltd. 0.13% of their portfolio NAPERVILLE, IL 10,62510.6k $404.9k $404.9k 0.13% Unchanged
67 LANARK FINANCIAL, INC. 0.03% of their portfolio BIRMINGHAM, AL 10,60710.6k $404.2k $404.2k 0.03% Unchanged
68 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 10,57710.6k $403.1k $403.1k 0.01% Added +209 +209
69 Kinloch Capital, LLC 0.16% of their portfolio GLEN ALLEN, VA 10,08610.1k $384.4k $384.4k 0.16% Unchanged
70 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 9,6479.6k $367.6k $367.6k 0.01% Reduced -30 -30
71 Arax Advisory Partners 0.01% of their portfolio NEW YORK, NY 9,2789.3k $353.6k $353.6k 0.01% New
72 Advyzon Investment Management, LLC 0.03% of their portfolio LISLE, IL 9,0569.1k $345.1k $345.1k 0.03% Reduced -1.1k -1,092
73 Clear Creek Financial Management, LLC 0.03% of their portfolio SILVERDALE, WA 9,0309.0k $344.1k $344.1k 0.03% New
74 FSB PREMIER WEALTH MANAGEMENT, INC. 0.10% of their portfolio WATERLOO, IA 8,7418.7k $333.1k $333.1k 0.10% Reduced -189 -189
75 Noble Wealth Management PBC 0.17% of their portfolio GREENWOOD VILLAGE, CO 8,7208.7k $332.3k $332.3k 0.17% Reduced -1.9k -1,885
76 Integrity Financial Corp /WA 0.16% of their portfolio JACKSON, WY 8,5538.6k $326.0k $326.0k 0.16% Reduced -1.8k -1,799
77 Synergy Asset Management, LLC 0.03% of their portfolio VANCOUVER, WA 8,5338.5k $325.2k $325.2k 0.03% Reduced -244 -244
78 Savvy Advisors, Inc. 0.01% of their portfolio NEW YORK, NY 7,9628.0k $303.4k $303.4k 0.01% Unchanged
79 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 7,7247.7k $294.4k $294.4k 0.00% Reduced -11.4k -11,383
80 BFI Wealth Solutions, LLC 0.27% of their portfolio DALLAS, TX 7,3957.4k $283.2k $283.2k 0.27% Reduced -835 -835
81 STEPHENS INC /AR/ 0.00% of their portfolio LITTLE ROCK, AR 7,3657.4k $280.7k $280.7k 0.00% Unchanged
82 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 7,1167.1k $271.2k $271.2k 0.00% Reduced -2.0k -2,000
83 Ausdal Financial Partners, Inc. 0.01% of their portfolio Davenport, IA 6,6606.7k $253.8k $253.8k 0.01% Unchanged
84 BCGM Wealth Management, LLC 0.06% of their portfolio LAFAYETTE, IN 6,6156.6k $252.1k $252.1k 0.06% Unchanged
85 HOLLENCREST CAPITAL MANAGEMENT 0.01% of their portfolio NEWPORT BEACH, CA 6,5726.6k $250.5k $250.5k 0.01% Unchanged
86 Ignite Planners, LLC 0.04% of their portfolio SAN CLEMENTE, CA 6,4526.5k $245.9k $245.9k 0.04% Reduced -1.0k -1,000
87 LEGACY SOLUTIONS, LLC 0.23% of their portfolio KENNETT SQUARE, PA 6,4506.5k $245.8k $245.8k 0.23% Unchanged
88 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 6,4476.4k $245.7k $245.7k 0.00% Unchanged
89 MBL Wealth, LLC 0.02% of their portfolio CHARLOTTE, NC 6,4006.4k $243.9k $243.9k 0.02% Unchanged
90 Keating Financial Advisory Services, Inc. 0.04% of their portfolio MANHATTAN, KS 6,1356.1k $233.8k $233.8k 0.04% Added +107 +107
91 Lifestyle Asset Management, Inc. 0.08% of their portfolio FRIENDSWOOD, TX 6,0506.0k $230.6k $230.6k 0.08% Unchanged
92 Main Street Financial Solutions, LLC 0.02% of their portfolio NEWTOWN, PA 6,0476.0k $230.5k $230.5k 0.02% Unchanged
93 Mariner, LLC 0.00% of their portfolio Overland Park, KS 5,8805.9k $224.1k $224.1k 0.00% Unchanged
94 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.01% of their portfolio CEDAR RAPIDS, IA 5,3055.3k $202.2k $202.2k 0.01% Unchanged
95 RFG Advisory, LLC 0.00% of their portfolio BIRMINGHAM, AL 5,2525.3k $200.2k $200.2k 0.00% Unchanged
96 Lloyd Advisory Services, LLC. 0.05% of their portfolio SUWANEE, GA 4,4044.4k $167.8k $167.8k 0.05% Reduced -141.7k -141,731
97 Kingdom Financial Group LLC. 0.05% of their portfolio PEORIA, AZ 4,4044.4k $167.8k $167.8k 0.05% Reduced -1.5k -1,453
98 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 4,3074.3k $164.1k $164.1k 0.00% Unchanged
99 REICON WEALTH ADVISORS, LLC 0.10% of their portfolio ATLANTA, GA 3,5193.5k $134.1k $134.1k 0.10% Added +622 +622
100 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.02% of their portfolio BLUE BELL, PA 3,3003.3k $125.8k $125.8k 0.02% Unchanged