Vault-13

FIRST TR EXCHNG TRADED FD VI GFEB

FT VEST US EQT · ETP · CUSIP 33740U737

100 institutional holders +9 vs Q1 2024
8,102,6208.1m shares reported held*
$284.9mreported value*
11 new 25 added 36 reduced 3 sold out net sold ≈ $13.3m (-292.2k 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 ≈ $35.16.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

050100Q1 23: 38Q2 23: 45Q3 23: 38Q4 23: 41Q1 24: 91Q2 24: 100100Q1 23Q2 23Q3 23Q4 23Q1 24Q2 24
Numbers
QuarterHolders
Q1 202338
Q2 202345
Q3 202338
Q4 202341
Q1 202491
Q2 2024100

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 24Q2 24: 36 bought or addedQ2 24: 39 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q2 20232814
Q3 20231320
Q4 2023724
Q1 2024769
Q2 20243639

Biggest buyers

LIBERTY WEALTH MANAGEMENT LLC New +83,369+83.4k
OLD MISSION CAPITAL LLC New +28,968+29.0k
HBW ADVISORY SERVICES LLC New +26,582+26.6k
Diversify Advisory Services, LLC New +21,890+21.9k
OneDigital Investment Advisors LLC Added +21,690+21.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +18,738+18.7k
MILESTONE ASSET MANAGEMENT, LLC Added +12,120+12.1k
Focus Partners Wealth New +11,907+11.9k
CITADEL ADVISORS LLC New +11,604+11.6k
ENVESTNET ASSET MANAGEMENT INC Added +11,153+11.2k

Biggest sellers

ODonnell Financial Services, LLC Reduced -235,412-235.4k
Foundations Investment Advisors, LLC Sold out -84,135-84.1k
Cetera Investment Advisers Reduced -24,727-24.7k
OSAIC HOLDINGS, INC. Reduced -24,135-24.1k
EPG Wealth Management LLC Reduced -23,470-23.5k
Financial Gravity Asset Management, Inc. Reduced -23,400-23.4k
RAYMOND JAMES & ASSOCIATES Reduced -16,314-16.3k
Summit Financial Wealth Advisors, LLC Reduced -15,982-16.0k
AIFG Consultants Ltd. Reduced -15,894-15.9k
Atria Investments, Inc Reduced -15,498-15.5k

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, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Raymond James Financial Services Advisors, Inc. 0.08% of their portfolio ST. PETERSBURG, FL 1,652,5451.7m $58.6m $58.6m 0.08% Added +6.9k +6,923
2 Summit Financial Wealth Advisors, LLC 10.75% of their portfolio Lafayette, LA 1,497,0651.5m $53.0m $53.0m 10.75% Reduced -16.0k -15,982
3 OSAIC HOLDINGS, INC. 0.05% of their portfolio SCOTTSDALE, AZ 549,078549.1k $19.5m $19.5m 0.05% Reduced -24.1k -24,135
4 Americana Partners, LLC 1.40% of their portfolio Houston, TX 502,253502.3k $17.8m $17.8m 1.40% Reduced -4.2k -4,235
5 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 418,889418.9k $14.8m $14.8m 0.03% Reduced -24.7k -24,727
6 AIFG Consultants Ltd. 6.66% of their portfolio HALFMOON, NY 252,914252.9k $9.0m $9.0m 6.66% Reduced -15.9k -15,894
7 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 251,866251.9k $8.9m $8.9m 0.01% Reduced -1.3k -1,332
8 Mariner, LLC 0.01% of their portfolio Overland Park, KS 180,398180.4k $6.4m $6.4m 0.01% Reduced -7.4k -7,392
9 Sunbelt Securities, Inc. 0.64% of their portfolio HOUSTON, TX 177,216177.2k $6.3m $6.3m 0.64% Unchanged
10 Atria Investments, Inc 0.08% of their portfolio Charlotte, NC 171,196171.2k $6.1m $6.1m 0.08% Reduced -15.5k -15,498
11 ODonnell Financial Services, LLC 2.43% of their portfolio SAN RAFAEL, CA 154,507154.5k $5.5m $5.5m 2.43% Reduced -235.4k -235,412
12 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 140,581140.6k $5.0m $5.0m 0.00% Reduced -16.3k -16,314
13 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 136,567136.6k $4.8m $4.8m 0.01% Added +10.3k +10,258
14 Comprehensive Financial Consultants Institutional, Inc. 1.73% of their portfolio Bloomington, IN 124,536124.5k $4.4m $4.4m 1.73% Reduced -5.2k -5,217
15 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 119,058119.1k $4.2m $4.2m 0.02% Added +77 +77
16 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 117,981118.0k $4.2m $4.2m 0.00% Added +11.2k +11,153
17 MILESTONE ASSET MANAGEMENT, LLC 1.01% of their portfolio PITTSBURGH, PA 114,236114.2k $4.0m $4.0m 1.01% Added +12.1k +12,120
18 LIBERTY WEALTH MANAGEMENT LLC 0.00% of their portfolio OAKLAND, CA 83,36983.4k $83 $83 0.00% New
19 REAP Financial Group, LLC 0.70% of their portfolio AUSTIN, TX 73,21473.2k $2.6m $2.6m 0.70% Reduced -2.2k -2,224
20 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 65,00265.0k $2.3m $2.3m 0.01% Unchanged
21 STEPHENS INC /AR/ 0.03% of their portfolio LITTLE ROCK, AR 57,76857.8k $2.0m $2.0m 0.03% Added +446 +446
22 Tanglewood Legacy Advisors, LLC 0.96% of their portfolio HOUSTON, TX 57,61457.6k $2.0m $2.0m 0.96% Reduced -44 -44
23 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 57,54357.5k $2.0m $2.0m 0.00% Added +18.7k +18,738
24 CITY HOLDING CO 0.30% of their portfolio CHARLESTON, WV 57,25757.3k $2.0m $2.0m 0.30% Reduced -200 -200
25 MGO ONE SEVEN LLC 0.08% of their portfolio Beachwood, OH 47,97348.0k $1.7m $1.7m 0.08% Reduced -11.6k -11,608
26 HARBOUR INVESTMENTS, INC. 0.05% of their portfolio MADISON, WI 45,91645.9k $1.6m $1.6m 0.05% Reduced -11.9k -11,912
27 Atria Wealth Solutions, Inc. 0.02% of their portfolio NEW YORK, NY 45,06245.1k $1.6m $1.6m 0.02% Added +4.3k +4,304
28 Donald L. Hagan, LLC 0.76% of their portfolio Sarasota, FL 40,55740.6k $1.4m $1.4m 0.76% Reduced -2.9k -2,850
29 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 39,25439.3k $1.4m $1.4m 0.01% Reduced -1.1k -1,118
30 Arete Wealth Advisors, LLC 0.10% of their portfolio CHICAGO, IL 35,35035.4k $1.3m $1.3m 0.10% Reduced -1.4k -1,425
31 MAI Capital Management 0.01% of their portfolio INDEPENDENCE, OH 33,42133.4k $1.2m $1.2m 0.01% Unchanged
32 MACROVIEW INVESTMENT MANAGEMENT LLC 1.24% of their portfolio BETHESDA, MD 32,89732.9k $1.2m $1.2m 1.24% Added +700 +700
33 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 29,59029.6k $1.0m $1.0m 0.01% Added +21.7k +21,690
34 OLD MISSION CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 28,96829.0k $1.0m $1.0m 0.03% New
35 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 27,45027.4k $972.6k $972.6k 0.00% Added +3.8k +3,799
36 Keystone Wealth Services, LLC 0.30% of their portfolio PALM DESERT, CA 26,91226.9k $953.5k $953.5k 0.30% Unchanged
37 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 26,79326.8k $949.3k $949.3k 0.00% Added +1.6k +1,623
38 HBW ADVISORY SERVICES LLC 0.16% of their portfolio SIMI VALLEY, CA 26,58226.6k $941.8k $941.8k 0.16% New
39 Mayfair Advisory Group, LLC 0.63% of their portfolio BIRMINGHAM, AL 25,85825.9k $926.5k $926.5k 0.63% Reduced -7.8k -7,849
40 Sequent Planning LLC 0.31% of their portfolio OMAHA, NE 25,39725.4k $900.6k $900.6k 0.31% Added +3.6k +3,591
41 Cedrus LLC 0.45% of their portfolio Littleton, CO 25,17025.2k $891.8k $891.8k 0.45% Unchanged
42 Strategic Blueprint, LLC 0.06% of their portfolio ATLANTA, GA 24,22424.2k $858.3k $858.3k 0.06% Reduced -80 -80
43 BRASS TAX WEALTH MANAGEMENT, INC 0.17% of their portfolio CINCINNATI, OH 24,16924.2k $856.3k $856.3k 0.17% Reduced -1.9k -1,900
44 FOUNDERS FINANCIAL SECURITIES LLC 0.08% of their portfolio TOWSON, MD 22,99423.0k $814.7k $814.7k 0.08% Added +3.0k +3,041
45 Archer Investment Corp 0.24% of their portfolio Carmel, IN 22,82522.8k $808.7k $808.7k 0.24% Unchanged
46 Diversify Advisory Services, LLC 0.04% of their portfolio SANDY, UT 21,89021.9k $781.9k $781.9k 0.04% New
47 Encompass More Asset Management 0.51% of their portfolio Danville, CA 20,11720.1k $712.8k $712.8k 0.51% Added +3.5k +3,521
48 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 19,92219.9k $705.9k $705.9k 0.00% Added +1.4k +1,398
49 RFG Advisory, LLC 0.02% of their portfolio BIRMINGHAM, AL 19,77619.8k $700.7k $700.7k 0.02% Unchanged
50 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 17,79017.8k $630.3k $630.3k 0.01% Unchanged
51 Commonwealth Financial Services, LLC 0.12% of their portfolio VIENNA, WV 16,61916.6k $593.6k $593.6k 0.12% Reduced -1.8k -1,787
52 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 14,76914.8k $523.3k $523.3k 0.01% Reduced -274 -274
53 Orion Portfolio Solutions, LLC 0.01% of their portfolio Omaha, NE 14,76914.8k $523.3k $523.3k 0.01% Reduced -274 -274
54 Triumph Capital Management 0.20% of their portfolio DENVER, CO 14,32814.3k $507.7k $507.7k 0.20% Reduced -11.8k -11,753
55 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 13,55413.6k $461.8k $461.8k 0.00% First filing
56 CreativeOne Wealth, LLC 0.02% of their portfolio OVERLAND PARK, KS 13,45713.5k $477.0k $477.0k 0.02% Reduced -11.4k -11,391
57 Ifrah Financial Services, Inc. 0.12% of their portfolio Little Rock, AR 12,16412.2k $431.0k $431.0k 0.12% Reduced -635 -635
58 BlueChip Wealth Advisors LLC 0.25% of their portfolio Milton, GA 11,98012.0k $424.5k $424.5k 0.25% Unchanged
59 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 11,90711.9k $422.0k $422.0k 0.00% New
60 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 11,60411.6k $411.1k $411.1k 0.00% New
61 RAYMOND JAMES TRUST N.A. 0.01% of their portfolio ST. PETERSBURG, FL 11,20011.2k $396.8k $396.8k 0.01% Unchanged
62 Financial Network Wealth Advisors LLC 0.27% of their portfolio MURRAY, UT 10,24610.2k $362.7k $362.7k 0.27% Added +1.3k +1,336
63 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 9,8709.9k $349.7k $349.7k 0.01% New
64 KINGSWOOD WEALTH ADVISORS, LLC 0.03% of their portfolio SAN DIEGO, CA 9,5509.6k $338.4k $338.4k 0.03% Added +3.1k +3,074
65 TOWNSQUARE CAPITAL LLC 0.00% of their portfolio Lehi, UT 9,3119.3k $329.9k $329.9k 0.00% Added +401 +401
66 Cypress Wealth Services, LLC 0.07% of their portfolio PALM DESERT, CA 9,1759.2k $325.1k $325.1k 0.07% Unchanged
67 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 8,8798.9k $314.6k $314.6k 0.00% Reduced -3.4k -3,437
68 Financial Gravity Asset Management, Inc. 0.07% of their portfolio Lakeway, TX 7,8007.8k $276.4k $276.4k 0.07% Reduced -23.4k -23,400
69 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.02% of their portfolio CEDAR RAPIDS, IA 7,4777.5k $264.9k $264.9k 0.02% Unchanged
70 Visionary Wealth Advisors 0.02% of their portfolio O'FALLON, IL 7,4447.4k $263.7k $263.7k 0.02% Unchanged
71 CoreCap Advisors, LLC 0.03% of their portfolio SOUTHFIELD, MI 7,2847.3k $258.1k $258.1k 0.03% Added +2.0k +2,018
72 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 7,0827.1k $251.0k $251.0k 0.00% Reduced -3.4k -3,379
73 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 7,0047.0k $248.2k $248.2k 0.00% Reduced -4.1k -4,075
74 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 7,0007.0k $248.0k $248.0k 0.01% New
75 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 6,8356.8k $242.2k $242.2k 0.01% Unchanged
76 Gallagher Fiduciary Advisors, LLC 0.05% of their portfolio ROLLING MEADOWS, IL 6,7506.8k $239.2k $239.2k 0.05% Unchanged
77 Main Street Financial Solutions, LLC 0.02% of their portfolio NEWTOWN, PA 6,5886.6k $233.4k $233.4k 0.02% Unchanged
78 Beacon Financial Advisory LLC 0.09% of their portfolio CLEVELAND, OH 6,4556.5k $228.7k $228.7k 0.09% Unchanged
79 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 6,4306.4k $227.8k $227.8k 0.00% Unchanged
80 DHJJ Financial Advisors, Ltd. 0.09% of their portfolio NAPERVILLE, IL 6,3026.3k $223.3k $223.3k 0.09% Unchanged
81 Bouchey Financial Group, Ltd. 0.02% of their portfolio TROY, NY 6,1816.2k $219.0k $219.0k 0.02% Added +75 +75
82 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 5,7385.7k $203.3k $203.3k 0.00% Reduced -14.6k -14,585
83 CREATIVE FINANCIAL DESIGNS INC /ADV 0.02% of their portfolio KOKOMO, IN 5,0505.0k $178.9k $178.9k 0.02% Unchanged
84 UBS Group AG 0.00% of their portfolio ZURICH, V8 5,0075.0k $177.4k $177.4k 0.00% Added +244 +244
85 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 3,9143.9k $139.0k $139.0k 0.01% Unchanged
86 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 2,8082.8k $99.5k $99.5k 0.00% Reduced -1.2k -1,250
87 CWM, LLC 0.00% of their portfolio OMAHA, NE 1,7291.7k $61.0k $61.0k 0.00% Unchanged
88 Capital Investment Advisory Services, LLC 0.01% of their portfolio RALEIGH, NC 1,6301.6k $57.8k $57.8k 0.01% Unchanged
89 Integrity Financial Corp /WA 0.03% of their portfolio JACKSON, WY 1,5041.5k $53.3k $53.3k 0.03% Added +294 +294
90 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 1,3341.3k $47.3k $47.3k 0.00% Reduced -85 -85
91 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 1,0511.1k $37.0k $37.0k 0.00% Unchanged
92 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 1,0271.0k $36.4k $36.4k 0.00% New
93 Chris Bulman Inc 0.02% of their portfolio ROSEVILLE, CA 904904 $32.0k $32.0k 0.02% First filing
94 WR Wealth Planners, LLC 0.01% of their portfolio COLUMBIA, MO 712712 $25.2k $25.2k 0.01% Unchanged
95 Caitlin John, LLC 0.01% of their portfolio BRIGHTON, MI 335335 $11.9k $11.9k 0.01% Added +12 +12
96 Ashton Thomas Private Wealth, LLC 0.00% of their portfolio SCOTTSDALE, AZ 151151 $5.3k $5.3k 0.00% New
97 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 125125 $4.4k $4.4k 0.00% Unchanged
98 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 4848 $1.7k $1.7k 0.00% Added +48 +48
99 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 2929 $1.0k $1.0k 0.00% New
100 EPG Wealth Management LLC 0.18% of their portfolio ATLANTA, GA 00 $774.9k $774.9k 0.18% Reduced -23.5k -23,470