Vault-13

FIRST TR EXCHNG TRADED FD VI GFEB

FT VEST US EQT · ETP · CUSIP 33740U737

93 institutional holders -7 vs Q2 2024
5,735,8455.7m shares reported held*
$209.5mreported value*
4 new 22 added 37 reduced 11 sold out net sold ≈ $83.1m (-2.4m 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 ≈ $36.52.

Trends to Q3 2024

Institutional holders

Managers reporting a position, each quarter

050100Q1 23: 38Q2 23: 45Q3 23: 38Q4 23: 41Q1 24: 91Q2 24: 100Q3 24: 9393Q1 23Q3 23Q1 24Q3 24
Numbers
QuarterHolders
Q1 202338
Q2 202345
Q3 202338
Q4 202341
Q1 202491
Q2 2024100
Q3 202493

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 24Q3 24: 26 bought or addedQ3 24: 48 cut or sold outQ3 24
Numbers
QuarterBought or addedCut or sold out
Q2 20232814
Q3 20231320
Q4 2023724
Q1 2024769
Q2 20243639
Q3 20242648

Biggest buyers

JANE STREET GROUP, LLC Added +59,300+59.3k
Encompass More Asset Management Added +38,209+38.2k
BRASS TAX WEALTH MANAGEMENT, INC Added +24,169+24.2k
EPG Wealth Management LLC Added +20,270+20.3k
HRT FINANCIAL LP New +18,818+18.8k
CreativeOne Wealth, LLC Added +17,267+17.3k
OLD MISSION CAPITAL LLC Added +12,015+12.0k
TWO SIGMA SECURITIES, LLC New +11,826+11.8k
CITADEL ADVISORS LLC Added +9,683+9.7k
Donald L. Hagan, LLC Added +8,273+8.3k

Biggest sellers

Raymond James Financial Services Advisors, Inc. Reduced -1,225,735-1.2m
Summit Financial Wealth Advisors, LLC Reduced -752,678-752.7k
TRUIST FINANCIAL CORP Reduced -87,708-87.7k
LIBERTY WEALTH MANAGEMENT LLC Sold out -83,369-83.4k
OSAIC HOLDINGS, INC. Reduced -64,669-64.7k
Cetera Investment Advisers Reduced -59,623-59.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -45,277-45.3k
ODonnell Financial Services, LLC Reduced -35,804-35.8k
Americana Partners, LLC Reduced -32,448-32.4k
ENVESTNET ASSET MANAGEMENT INC Reduced -28,568-28.6k

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, Q3 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Summit Financial Wealth Advisors, LLC 5.10% of their portfolio Lafayette, LA 744,387744.4k $27.2m $27.2m 5.10% Reduced -752.7k -752,678
2 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 484,409484.4k $17.7m $17.7m 0.04% Reduced -64.7k -64,669
3 Americana Partners, LLC 1.17% of their portfolio Houston, TX 469,805469.8k $17.2m $17.2m 1.17% Reduced -32.4k -32,448
4 Raymond James Financial Services Advisors, Inc. 0.02% of their portfolio ST. PETERSBURG, FL 426,810426.8k $15.6m $15.6m 0.02% Reduced -1.2m -1,225,735
5 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 359,266359.3k $13.1m $13.1m 0.03% Reduced -59.6k -59,623
6 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 245,917245.9k $9.0m $9.0m 0.01% Reduced -5.9k -5,949
7 AIFG Consultants Ltd. 6.66% of their portfolio HALFMOON, NY 239,982240.0k $8.8m $8.8m 6.66% Reduced -12.9k -12,932
8 Mariner, LLC 0.01% of their portfolio Overland Park, KS 185,638185.6k $6.8m $6.8m 0.01% Added +5.2k +5,240
9 Sunbelt Securities, Inc. 0.63% of their portfolio HOUSTON, TX 177,216177.2k $6.5m $6.5m 0.63% Unchanged
10 Atria Investments, Inc 0.08% of their portfolio Charlotte, NC 176,113176.1k $6.4m $6.4m 0.08% Added +4.9k +4,917
11 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 121,223121.2k $4.4m $4.4m 0.00% Reduced -19.4k -19,358
12 MILESTONE ASSET MANAGEMENT, LLC 0.98% of their portfolio PITTSBURGH, PA 119,618119.6k $4.4m $4.4m 0.98% Added +5.4k +5,382
13 Comprehensive Financial Consultants Institutional, Inc. 1.59% of their portfolio Bloomington, IN 119,215119.2k $4.4m $4.4m 1.59% Reduced -5.3k -5,321
14 ODonnell Financial Services, LLC 1.76% of their portfolio SAN RAFAEL, CA 118,703118.7k $4.3m $4.3m 1.76% Reduced -35.8k -35,804
15 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 102,199102.2k $3.7m $3.7m 0.02% Reduced -16.9k -16,859
16 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 89,41389.4k $3.3m $3.3m 0.00% Reduced -28.6k -28,568
17 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 86,75086.8k $3.2m $3.2m 0.01% Added +59.3k +59,300
18 REAP Financial Group, LLC 0.64% of their portfolio AUSTIN, TX 71,09571.1k $2.6m $2.6m 0.64% Reduced -2.1k -2,119
19 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 63,22763.2k $2.3m $2.3m 0.01% Reduced -1.8k -1,775
20 Encompass More Asset Management 0.81% of their portfolio Danville, CA 58,32658.3k $2.1m $2.1m 0.81% Added +38.2k +38,209
21 Tanglewood Legacy Advisors, LLC 0.93% of their portfolio HOUSTON, TX 57,53457.5k $2.1m $2.1m 0.93% Reduced -80 -80
22 STEPHENS INC /AR/ 0.03% of their portfolio LITTLE ROCK, AR 57,14257.1k $2.1m $2.1m 0.03% Reduced -626 -626
23 CITY HOLDING CO 0.29% of their portfolio CHARLESTON, WV 57,05757.1k $2.1m $2.1m 0.29% Reduced -200 -200
24 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 48,85948.9k $1.8m $1.8m 0.00% Reduced -87.7k -87,708
25 Donald L. Hagan, LLC 0.91% of their portfolio Sarasota, FL 48,83048.8k $1.8m $1.8m 0.91% Added +8.3k +8,273
26 BRASS TAX WEALTH MANAGEMENT, INC 0.24% of their portfolio CINCINNATI, OH 48,33848.3k $1.8m $1.8m 0.24% Added +24.2k +24,169
27 OLD MISSION CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 40,98341.0k $1.5m $1.5m 0.03% Added +12.0k +12,015
28 HARBOUR INVESTMENTS, INC. 0.04% of their portfolio MADISON, WI 39,04439.0k $1.4m $1.4m 0.04% Reduced -6.9k -6,872
29 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 38,15738.2k $1.4m $1.4m 0.00% Reduced -1.1k -1,097
30 MGO ONE SEVEN LLC 0.06% of their portfolio Beachwood, OH 37,19037.2k $1.4m $1.4m 0.06% Reduced -10.8k -10,783
31 Arete Wealth Advisors, LLC 0.11% of their portfolio CHICAGO, IL 35,35035.4k $1.3m $1.3m 0.11% Unchanged
32 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 33,46033.5k $1.2m $1.2m 0.01% Reduced -11.6k -11,602
33 MACROVIEW INVESTMENT MANAGEMENT LLC 1.19% of their portfolio BETHESDA, MD 33,29033.3k $1.2m $1.2m 1.19% Added +393 +393
34 Sequent Planning LLC 0.40% of their portfolio OMAHA, NE 31,66731.7k $1.2m $1.2m 0.40% Added +6.3k +6,270
35 MAI Capital Management 0.01% of their portfolio INDEPENDENCE, OH 31,20431.2k $1.1m $1.1m 0.01% Reduced -2.2k -2,217
36 CreativeOne Wealth, LLC 0.04% of their portfolio OVERLAND PARK, KS 30,72430.7k $1.1m $1.1m 0.04% Added +17.3k +17,267
37 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 29,59029.6k $1.1m $1.1m 0.01% Unchanged
38 FOUNDERS FINANCIAL SECURITIES LLC 0.10% of their portfolio TOWSON, MD 29,14629.1k $1.1m $1.1m 0.10% Added +6.2k +6,152
39 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 27,95528.0k $1.0m $1.0m 0.00% Added +1.2k +1,162
40 Keystone Wealth Services, LLC 0.26% of their portfolio PALM DESERT, CA 25,81225.8k $942.7k $942.7k 0.26% Reduced -1.1k -1,100
41 Cedrus LLC 0.34% of their portfolio Littleton, CO 25,17025.2k $919.2k $919.2k 0.34% Unchanged
42 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 21,92221.9k $800.6k $800.6k 0.00% Added +2.0k +2,000
43 Strategic Blueprint, LLC 0.05% of their portfolio ATLANTA, GA 21,60221.6k $788.9k $788.9k 0.05% Reduced -2.6k -2,622
44 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 21,28721.3k $777.4k $777.4k 0.00% Added +9.7k +9,683
45 Diversify Advisory Services, LLC 0.04% of their portfolio SANDY, UT 21,14021.1k $777.7k $777.7k 0.04% Reduced -750 -750
46 EPG Wealth Management LLC 0.19% of their portfolio ATLANTA, GA 20,27020.3k $740.3k $740.3k 0.19% Added +20.3k +20,270
47 RFG Advisory, LLC 0.02% of their portfolio BIRMINGHAM, AL 19,77619.8k $722.2k $722.2k 0.02% Unchanged
48 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 18,81818.8k $687.0k $687.0k 0.00% New
49 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 17,79017.8k $649.7k $649.7k 0.01% Unchanged
50 Commonwealth Financial Services, LLC 0.12% of their portfolio VIENNA, WV 16,57716.6k $604.3k $604.3k 0.12% Reduced -42 -42
51 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 14,51114.5k $529.9k $529.9k 0.01% Reduced -258 -258
52 Orion Portfolio Solutions, LLC 0.01% of their portfolio Omaha, NE 14,51114.5k $529.9k $529.9k 0.01% Reduced -258 -258
53 Triumph Capital Management 0.19% of their portfolio DENVER, CO 14,38414.4k $525.3k $525.3k 0.19% Added +56 +56
54 HBW ADVISORY SERVICES LLC 0.08% of their portfolio SIMI VALLEY, CA 14,09714.1k $514.8k $514.8k 0.08% Reduced -12.5k -12,485
55 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 12,26612.3k $448.0k $448.0k 0.00% Reduced -45.3k -45,277
56 Ifrah Financial Services, Inc. 0.12% of their portfolio Little Rock, AR 12,04212.0k $439.8k $439.8k 0.12% Reduced -122 -122
57 BlueChip Wealth Advisors LLC 0.23% of their portfolio Milton, GA 11,98012.0k $437.5k $437.5k 0.23% Unchanged
58 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 11,90711.9k $434.8k $434.8k 0.00% Unchanged
59 TWO SIGMA SECURITIES, LLC 0.03% of their portfolio NEW YORK, NY 11,82611.8k $431.9k $431.9k 0.03% New
60 RAYMOND JAMES TRUST N.A. 0.01% of their portfolio ST. PETERSBURG, FL 11,20011.2k $409.0k $409.0k 0.01% Unchanged
61 UBS Group AG 0.00% of their portfolio ZURICH, V8 11,16011.2k $407.6k $407.6k 0.00% Added +6.2k +6,153
62 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 10,64610.6k $388.8k $388.8k 0.01% Added +776 +776
63 TOWNSQUARE CAPITAL LLC 0.00% of their portfolio Lehi, UT 9,3119.3k $340.0k $340.0k 0.00% Unchanged
64 Mayfair Advisory Group, LLC 0.19% of their portfolio BIRMINGHAM, AL 8,2598.3k $301.4k $301.4k 0.19% Reduced -17.6k -17,599
65 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.02% of their portfolio CEDAR RAPIDS, IA 7,4777.5k $273.1k $273.1k 0.02% Unchanged
66 Visionary Wealth Advisors 0.02% of their portfolio O'FALLON, IL 7,4447.4k $271.9k $271.9k 0.02% Unchanged
67 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 7,4307.4k $271.3k $271.3k 0.00% Added +1.0k +1,000
68 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 7,0827.1k $259.0k $259.0k 0.00% Unchanged
69 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 7,0047.0k $255.8k $255.8k 0.00% Unchanged
70 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 6,8356.8k $249.6k $249.6k 0.01% Unchanged
71 Gallagher Fiduciary Advisors, LLC 0.05% of their portfolio ROLLING MEADOWS, IL 6,7506.8k $246.5k $246.5k 0.05% Unchanged
72 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 6,7386.7k $246.1k $246.1k 0.00% Added +1.0k +1,000
73 Main Street Financial Solutions, LLC 0.02% of their portfolio NEWTOWN, PA 6,5886.6k $240.6k $240.6k 0.02% Unchanged
74 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 6,5406.5k $243.1k $243.1k 0.00% Reduced -7.0k -7,014
75 Beacon Financial Advisory LLC 0.08% of their portfolio CLEVELAND, OH 6,4556.5k $235.7k $235.7k 0.08% Unchanged
76 DHJJ Financial Advisors, Ltd. 0.09% of their portfolio NAPERVILLE, IL 6,3026.3k $230.2k $230.2k 0.09% Unchanged
77 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 6,1386.1k $224.2k $224.2k 0.00% Reduced -2.7k -2,741
78 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 5,7805.8k $211.1k $211.1k 0.01% Reduced -1.5k -1,504
79 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 5,4825.5k $200.2k $200.2k 0.00% New
80 CREATIVE FINANCIAL DESIGNS INC /ADV 0.02% of their portfolio KOKOMO, IN 5,0505.0k $184.4k $184.4k 0.02% Unchanged
81 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 3,9143.9k $143.0k $143.0k 0.01% Unchanged
82 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 2,8082.8k $102.5k $102.5k 0.00% Unchanged
83 CWM, LLC 0.00% of their portfolio OMAHA, NE 1,7291.7k $63.0k $63.0k 0.00% Unchanged
84 Capital Investment Advisory Services, LLC 0.01% of their portfolio RALEIGH, NC 1,6301.6k $59.5k $59.5k 0.01% Unchanged
85 Integrity Financial Corp /WA 0.03% of their portfolio JACKSON, WY 1,5041.5k $54.9k $54.9k 0.03% Unchanged
86 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 1,3341.3k $48.7k $48.7k 0.00% Unchanged
87 Archer Investment Corp 0.01% of their portfolio Carmel, IN 1,2571.3k $45.9k $45.9k 0.01% Reduced -21.6k -21,568
88 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 1,0511.1k $38.0k $38.0k 0.00% Unchanged
89 Financial Gravity Companies, Inc. 0.01% of their portfolio Lakeway, TX 900900 $32.9k $32.9k 0.01% First filing
90 WR Wealth Planners, LLC 0.01% of their portfolio COLUMBIA, MO 712712 $26.0k $26.0k 0.01% Unchanged
91 Jaffetilchin Investment Partners, LLC 0.00% of their portfolio TAMPA, FL 350350 $12.8k $12.8k 0.00% New
92 Caitlin John, LLC 0.01% of their portfolio BRIGHTON, MI 340340 $12.6k $12.6k 0.01% Added +5 +5
93 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 125125 $4.6k $4.6k 0.00% Unchanged