Vault-13

FIRST TR EXCHNG TRADED FD VI GFEB

FT VEST US EQT · ETP · CUSIP 33740U737

91 institutional holders +50 vs Q4 2023
8,392,2948.4m shares reported held*
$289.0mreported value*
49 new 27 added 7 reduced 2 sold out net bought ≈ $175.8m (+5.1m 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 ≈ $34.43.

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

050100Q1 23: 38Q2 23: 45Q3 23: 38Q4 23: 41Q1 24: 9191Q1 23Q2 23Q3 23Q4 23Q1 24
Numbers
QuarterHolders
Q1 202338
Q2 202345
Q3 202338
Q4 202341
Q1 202491

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 23: 28 bought or addedQ2 23: 14 cut or sold outQ2 23Q3 23: 13 bought or addedQ3 23: 20 cut or sold outQ3 23Q4 23: 7 bought or addedQ4 23: 24 cut or sold outQ4 23Q1 24: 76 bought or addedQ1 24: 9 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q2 20232814
Q3 20231320
Q4 2023724
Q1 2024769

Biggest buyers

Summit Financial Wealth Advisors, LLC New +1,513,047+1.5m
Raymond James Financial Services Advisors, Inc. Added +660,903+660.9k
Americana Partners, LLC New +506,488+506.5k
OSAIC HOLDINGS, INC. Added +471,805+471.8k
Cetera Investment Advisers Added +358,348+358.3k
AIFG Consultants Ltd. New +268,808+268.8k
Sunbelt Securities, Inc. Added +173,840+173.8k
RAYMOND JAMES & ASSOCIATES New +156,895+156.9k
Comprehensive Financial Consultants Institutional, Inc. New +129,753+129.8k
TRUIST FINANCIAL CORP Added +102,970+103.0k

Biggest sellers

Cetera Advisors LLC Sold out -463,546-463.5k
OLD MISSION CAPITAL LLC Sold out -41,420-41.4k
ODonnell Financial Services, LLC Reduced -31,267-31.3k
LINCOLN NATIONAL CORP Reduced -4,200-4.2k
Cypress Wealth Services, LLC Reduced -843-843
OneDigital Investment Advisors LLC Reduced -454-454
REAP Financial Group, LLC Reduced -338-338
Strategic Blueprint, LLC Reduced -323-323
Caitlin John, LLC Reduced -10-10

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 +2.7 pts · filed 2026-10-19 25.0% +2.7 pts 2.1m≈ $91.2m 2026-10-19

Holders, Q1 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Raymond James Financial Services Advisors, Inc. 0.08% of their portfolio ST. PETERSBURG, FL 1,645,6221.6m $56.7m $56.7m 0.08% Added +660.9k +660,903
2 Summit Financial Wealth Advisors, LLC 10.56% of their portfolio Lafayette, LA 1,513,0471.5m $52.1m $52.1m 10.56% New
3 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 573,213573.2k $19.7m $19.7m 0.04% Added +471.8k +471,805
4 Americana Partners, LLC 1.46% of their portfolio Houston, TX 506,488506.5k $17.4m $17.4m 1.46% New
5 Cetera Investment Advisers 0.04% of their portfolio SCHAUMBURG, IL 443,616443.6k $15.3m $15.3m 0.04% Added +358.3k +358,348
6 ODonnell Financial Services, LLC 6.15% of their portfolio SAN RAFAEL, CA 389,919389.9k $13.4m $13.4m 6.15% Reduced -31.3k -31,267
7 AIFG Consultants Ltd. 6.67% of their portfolio HALFMOON, NY 268,808268.8k $9.3m $9.3m 6.67% New
8 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 253,198253.2k $8.7m $8.7m 0.01% Added +61.8k +61,844
9 Mariner, LLC 0.01% of their portfolio Overland Park, KS 187,790187.8k $6.5m $6.5m 0.01% Added +3.6k +3,613
10 Atria Investments, Inc 0.09% of their portfolio Charlotte, NC 186,694186.7k $6.4m $6.4m 0.09% Added +11.2k +11,177
11 Sunbelt Securities, Inc. 0.68% of their portfolio HOUSTON, TX 177,216177.2k $6.1m $6.1m 0.68% Added +173.8k +173,840
12 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 156,895156.9k $5.4m $5.4m 0.00% New
13 Comprehensive Financial Consultants Institutional, Inc. 1.85% of their portfolio Bloomington, IN 129,753129.8k $4.5m $4.5m 1.85% New
14 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 126,309126.3k $4.4m $4.4m 0.01% Added +103.0k +102,970
15 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 118,981119.0k $4.1m $4.1m 0.03% Added +64.6k +64,645
16 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 106,828106.8k $3.7m $3.7m 0.00% Added +69.4k +69,352
17 MILESTONE ASSET MANAGEMENT, LLC 1.00% of their portfolio PITTSBURGH, PA 102,116102.1k $3.5m $3.5m 1.00% New
18 Foundations Investment Advisors, LLC 0.08% of their portfolio PHOENIX, AZ 84,13584.1k $2.9m $2.9m 0.08% New
19 REAP Financial Group, LLC 0.71% of their portfolio AUSTIN, TX 75,43875.4k $2.6m $2.6m 0.71% Reduced -338 -338
20 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 65,00265.0k $2.2m $2.2m 0.01% New
21 MGO ONE SEVEN LLC 0.11% of their portfolio Beachwood, OH 59,58159.6k $2.1m $2.1m 0.11% New
22 HARBOUR INVESTMENTS, INC. 0.07% of their portfolio MADISON, WI 57,82857.8k $2.0m $2.0m 0.07% Added +4.2k +4,215
23 Tanglewood Legacy Advisors, LLC 0.98% of their portfolio HOUSTON, TX 57,65857.7k $2.0m $2.0m 0.98% Added +44.7k +44,713
24 CITY HOLDING CO 0.30% of their portfolio CHARLESTON, WV 57,45757.5k $2.0m $2.0m 0.30% Added +11.7k +11,657
25 STEPHENS INC /AR/ 0.03% of their portfolio LITTLE ROCK, AR 57,32257.3k $2.0m $2.0m 0.03% New
26 Donald L. Hagan, LLC 0.79% of their portfolio Sarasota, FL 43,40743.4k $1.5m $1.5m 0.79% New
27 Atria Wealth Solutions, Inc. 0.02% of their portfolio NEW YORK, NY 40,75840.8k $1.4m $1.4m 0.02% New
28 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 40,37240.4k $1.4m $1.4m 0.01% Added +32.6k +32,619
29 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 38,80538.8k $1.3m $1.3m 0.00% Added +26.9k +26,857
30 Arete Wealth Advisors, LLC 0.12% of their portfolio CHICAGO, IL 36,77536.8k $1.3m $1.3m 0.12% Unchanged
31 Mayfair Advisory Group, LLC 0.84% of their portfolio BIRMINGHAM, AL 33,70733.7k $1.2m $1.2m 0.84% New
32 MAI Capital Management 0.01% of their portfolio INDEPENDENCE, OH 33,42133.4k $1.2m $1.2m 0.01% New
33 MACROVIEW INVESTMENT MANAGEMENT LLC 1.23% of their portfolio BETHESDA, MD 32,19732.2k $1.1m $1.1m 1.23% New
34 Financial Gravity Asset Management, Inc. 0.14% of their portfolio Lakeway, TX 31,20031.2k $1.1m $1.1m 0.14% Added +15.0k +15,000
35 Keystone Wealth Services, LLC 0.30% of their portfolio PALM DESERT, CA 26,91226.9k $926.8k $926.8k 0.30% Added +1.3k +1,300
36 Triumph Capital Management 0.37% of their portfolio DENVER, CO 26,08126.1k $895.9k $895.9k 0.37% New
37 BRASS TAX WEALTH MANAGEMENT, INC 0.47% of their portfolio CINCINNATI, OH 26,06926.1k $897.8k $897.8k 0.47% First filing
38 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 25,17025.2k $866.9k $866.9k 0.00% New
39 Cedrus LLC 0.47% of their portfolio Littleton, CO 25,17025.2k $866.9k $866.9k 0.47% New
40 CreativeOne Wealth, LLC 0.03% of their portfolio OVERLAND PARK, KS 24,84824.8k $856.0k $856.0k 0.03% New
41 Strategic Blueprint, LLC 0.06% of their portfolio ATLANTA, GA 24,30424.3k $837.0k $837.0k 0.06% Reduced -323 -323
42 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 23,65123.7k $814.5k $814.5k 0.00% Added +14.2k +14,220
43 EPG Wealth Management LLC 0.20% of their portfolio ATLANTA, GA 23,47023.5k $808.3k $808.3k 0.20% New
44 Archer Investment Corp 0.24% of their portfolio Carmel, IN 22,82522.8k $786.1k $786.1k 0.24% New
45 Sequent Planning LLC 0.27% of their portfolio OMAHA, NE 21,80621.8k $751.0k $751.0k 0.27% First filing
46 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 20,32320.3k $699.9k $699.9k 0.01% New
47 FOUNDERS FINANCIAL SECURITIES LLC 0.07% of their portfolio TOWSON, MD 19,95320.0k $687.2k $687.2k 0.07% New
48 RFG Advisory, LLC 0.02% of their portfolio BIRMINGHAM, AL 19,77619.8k $681.1k $681.1k 0.02% New
49 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 18,52418.5k $638.0k $638.0k 0.00% New
50 Commonwealth Financial Services, LLC 0.14% of their portfolio VIENNA, WV 18,40618.4k $608.0k $608.0k 0.14% Unchanged
51 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 17,79017.8k $612.7k $612.7k 0.01% Added +5.5k +5,540
52 Encompass More Asset Management 0.47% of their portfolio Danville, CA 16,59616.6k $571.6k $571.6k 0.47% New
53 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 15,04315.0k $518.1k $518.1k 0.01% Added +1.1k +1,097
54 Orion Portfolio Solutions, LLC 0.01% of their portfolio Omaha, NE 15,04315.0k $518.1k $518.1k 0.01% Added +1.1k +1,097
55 Ifrah Financial Services, Inc. 0.12% of their portfolio Little Rock, AR 12,79912.8k $440.8k $440.8k 0.12% New
56 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 12,31612.3k $424.2k $424.2k 0.00% Added +939 +939
57 BlueChip Wealth Advisors LLC 0.27% of their portfolio Milton, GA 11,98012.0k $412.6k $412.6k 0.27% New
58 InterOcean Capital Group, LLC 0.01% of their portfolio NASHVILLE, TN 11,90711.9k $410.1k $410.1k 0.01% New
59 LINCOLN NATIONAL CORP 0.01% of their portfolio RADNOR, PA 11,24311.2k $387.2k $387.2k 0.01% Reduced -4.2k -4,200
60 RAYMOND JAMES TRUST N.A. 0.01% of their portfolio ST. PETERSBURG, FL 11,20011.2k $385.7k $385.7k 0.01% Not comparable
61 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 11,07911.1k $381.6k $381.6k 0.00% Added +463 +463
62 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 10,46110.5k $360.0k $360.0k 0.00% Not comparable
63 Cypress Wealth Services, LLC 0.07% of their portfolio PALM DESERT, CA 9,1759.2k $316.0k $316.0k 0.07% Reduced -843 -843
64 TOWNSQUARE CAPITAL LLC 0.00% of their portfolio Lehi, UT 8,9108.9k $306.9k $306.9k 0.00% New
65 Financial Network Wealth Advisors LLC 0.31% of their portfolio MURRAY, UT 8,9108.9k $306.9k $306.9k 0.31% New
66 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 7,9007.9k $272.1k $272.1k 0.00% Reduced -454 -454
67 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.02% of their portfolio CEDAR RAPIDS, IA 7,4777.5k $257.5k $257.5k 0.02% New
68 Visionary Wealth Advisors 0.02% of their portfolio O'FALLON, IL 7,4447.4k $256.4k $256.4k 0.02% New
69 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 6,8356.8k $235.4k $235.4k 0.01% New
70 Gallagher Fiduciary Advisors, LLC 0.01% of their portfolio ROLLING MEADOWS, IL 6,7506.8k $232.5k $232.5k 0.01% New
71 Main Street Financial Solutions, LLC 0.02% of their portfolio NEWTOWN, PA 6,5886.6k $226.9k $226.9k 0.02% New
72 KINGSWOOD WEALTH ADVISORS, LLC 0.03% of their portfolio SAN DIEGO, CA 6,4766.5k $223.0k $223.0k 0.03% New
73 Beacon Financial Advisory LLC 0.11% of their portfolio CLEVELAND, OH 6,4556.5k $222.3k $222.3k 0.11% New
74 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 6,4306.4k $221.4k $221.4k 0.00% New
75 DHJJ Financial Advisors, Ltd. 0.10% of their portfolio NAPERVILLE, IL 6,3026.3k $217.0k $217.0k 0.10% Added +725 +725
76 Bouchey Financial Group, Ltd. 0.02% of their portfolio TROY, NY 6,1066.1k $210.3k $210.3k 0.02% New
77 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 5,2665.3k $181.4k $181.4k 0.01% New
78 CREATIVE FINANCIAL DESIGNS INC /ADV 0.02% of their portfolio KOKOMO, IN 5,0505.0k $173.9k $173.9k 0.02% Unchanged
79 UBS Group AG 0.00% of their portfolio ZURICH, V8 4,7634.8k $164.0k $164.0k 0.00% Added +4.1k +4,068
80 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 4,0584.1k $139.8k $139.8k 0.00% Added +440 +440
81 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 3,9143.9k $135.0k $135.0k 0.01% New
82 Turtle Creek Wealth Advisors, LLC 0.03% of their portfolio DALLAS, TX 2,9853.0k $102.8k $102.8k 0.03% New
83 CWM, LLC 0.00% of their portfolio OMAHA, NE 1,7291.7k $60.0k $60.0k 0.00% New
84 Capital Investment Advisory Services, LLC 0.01% of their portfolio RALEIGH, NC 1,6301.6k $56.1k $56.1k 0.01% Unchanged
85 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 1,4191.4k $48.9k $48.9k 0.00% Added +1.4k +1,419
86 Integrity Financial Corp /WA 0.03% of their portfolio JACKSON, WY 1,2101.2k $41.7k $41.7k 0.03% New
87 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 1,0511.1k $36.0k $36.0k 0.00% New
88 WR Wealth Planners, LLC 0.01% of their portfolio COLUMBIA, MO 712712 $24.5k $24.5k 0.01% New
89 Caitlin John, LLC 0.01% of their portfolio BRIGHTON, MI 323323 $11.1k $11.1k 0.01% Reduced -10 -10
90 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 125125 $4.3k $4.3k 0.00% New
91 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% New