Vault-13

FIRST TR EXCHNG TRADED FD VI GFEB

FT VEST US EQT · ETP · CUSIP 33740U737

95 institutional holders +2 vs Q3 2024
4,081,1224.1m shares reported held*
$152.3mreported value*
8 new 11 added 50 reduced 10 sold out net sold ≈ $61.4m (-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. Holder counts are more reliable. Implied quarter-end price ≈ $37.33.

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

050100Q1 23: 38Q2 23: 45Q3 23: 38Q4 23: 41Q1 24: 91Q2 24: 100Q3 24: 93Q4 24: 9595Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q1 202338
Q2 202345
Q3 202338
Q4 202341
Q1 202491
Q2 2024100
Q3 202493
Q4 202495

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 outQ4 23: 7 bought or addedQ4 23: 24 cut or sold outQ4 23Q1 24: 76 bought or addedQ1 24: 9 cut or sold outQ2 24: 36 bought or addedQ2 24: 39 cut or sold outQ2 24Q3 24: 26 bought or addedQ3 24: 48 cut or sold outQ4 24: 19 bought or addedQ4 24: 60 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q2 20232814
Q3 20231320
Q4 2023724
Q1 2024769
Q2 20243639
Q3 20242648
Q4 20241960

Biggest buyers

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +41,601+41.6k
Arax Advisory Partners New +25,437+25.4k
Arkadios Wealth Advisors New +21,670+21.7k
Bullseye Investment Management, LLC New +14,967+15.0k
Focus Partners Wealth Added +11,907+11.9k
Financial Network Wealth Advisors LLC New +7,181+7.2k
TWO SIGMA SECURITIES, LLC Added +7,054+7.1k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC New +6,804+6.8k
LPL Financial LLC Added +6,579+6.6k
Grant Street Asset Management, Inc. New +5,859+5.9k

Biggest sellers

Summit Financial Wealth Advisors, LLC Reduced -736,236-736.2k
AIFG Consultants Ltd. Reduced -183,596-183.6k
Comprehensive Financial Consultants Institutional, Inc. Sold out -119,215-119.2k
OSAIC HOLDINGS, INC. Reduced -118,001-118.0k
Sunbelt Securities, Inc. Reduced -86,300-86.3k
JANE STREET GROUP, LLC Reduced -75,367-75.4k
Encompass More Asset Management Sold out -58,326-58.3k
Donald L. Hagan, LLC Sold out -48,830-48.8k
Cetera Investment Advisers Reduced -43,588-43.6k
MGO ONE SEVEN LLC Sold out -37,190-37.2k

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, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 455,218455.2k $17.0m $17.0m 0.01% First filing
2 Americana Partners, LLC 0.68% of their portfolio Houston, TX 445,946445.9k $16.7m $16.7m 0.68% Reduced -23.9k -23,859
3 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 366,408366.4k $13.7m $13.7m 0.03% Reduced -118.0k -118,001
4 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 315,678315.7k $11.8m $11.8m 0.02% Reduced -43.6k -43,588
5 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 235,116235.1k $8.8m $8.8m 0.01% Reduced -10.8k -10,801
6 Mariner, LLC 0.01% of their portfolio Overland Park, KS 184,319184.3k $6.9m $6.9m 0.01% Reduced -1.3k -1,319
7 Atria Investments, Inc 0.08% of their portfolio Charlotte, NC 172,711172.7k $6.5m $6.5m 0.08% Reduced -3.4k -3,402
8 MILESTONE ASSET MANAGEMENT, LLC 1.03% of their portfolio PITTSBURGH, PA 124,283124.3k $4.6m $4.6m 1.03% Added +4.7k +4,665
9 ODonnell Financial Services, LLC 1.80% of their portfolio SAN RAFAEL, CA 117,872117.9k $4.3m $4.3m 1.80% Reduced -831 -831
10 Sunbelt Securities, Inc. 0.30% of their portfolio HOUSTON, TX 90,91690.9k $3.4m $3.4m 0.30% Reduced -86.3k -86,300
11 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 88,90388.9k $3.3m $3.3m 0.02% Reduced -13.3k -13,296
12 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 84,96285.0k $3.2m $3.2m 0.00% Reduced -4.5k -4,451
13 REAP Financial Group, LLC 0.60% of their portfolio AUSTIN, TX 64,93364.9k $2.4m $2.4m 0.60% Reduced -6.2k -6,162
14 Bison Wealth, LLC 0.29% of their portfolio ATLANTA, GA 63,89463.9k $2.4m $2.4m 0.29% First filing
15 Tanglewood Legacy Advisors, LLC 0.92% of their portfolio HOUSTON, TX 57,53457.5k $2.1m $2.1m 0.92% Unchanged
16 CITY HOLDING CO 0.30% of their portfolio CHARLESTON, WV 57,05757.1k $2.1m $2.1m 0.30% Unchanged
17 AIFG Consultants Ltd. 3.44% of their portfolio HALFMOON, NY 56,38656.4k $2.1m $2.1m 3.44% Reduced -183.6k -183,596
18 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 53,86753.9k $2.0m $2.0m 0.00% Added +41.6k +41,601
19 STEPHENS INC /AR/ 0.03% of their portfolio LITTLE ROCK, AR 48,26148.3k $1.8m $1.8m 0.03% Reduced -8.9k -8,881
20 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 47,85747.9k $1.8m $1.8m 0.00% Reduced -1.0k -1,002
21 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 34,88734.9k $1.3m $1.3m 0.00% Reduced -28.3k -28,340
22 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 34,53434.5k $1.3m $1.3m 0.00% Added +6.6k +6,579
23 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 33,20833.2k $1.2m $1.2m 0.00% Reduced -4.9k -4,949
24 MAI Capital Management 0.01% of their portfolio INDEPENDENCE, OH 33,11833.1k $1.2m $1.2m 0.01% Added +1.9k +1,914
25 MACROVIEW INVESTMENT MANAGEMENT LLC 1.25% of their portfolio BETHESDA, MD 32,96333.0k $1.2m $1.2m 1.25% Reduced -327 -327
26 FOUNDERS FINANCIAL SECURITIES LLC 0.11% of their portfolio TOWSON, MD 32,56932.6k $1.2m $1.2m 0.11% Added +3.4k +3,423
27 Arete Wealth Advisors, LLC 0.09% of their portfolio CHICAGO, IL 31,95031.9k $1.2m $1.2m 0.09% Reduced -3.4k -3,400
28 HARBOUR INVESTMENTS, INC. 0.03% of their portfolio MADISON, WI 31,79631.8k $1.2m $1.2m 0.03% Reduced -7.2k -7,248
29 CreativeOne Wealth, LLC 0.04% of their portfolio OVERLAND PARK, KS 30,72430.7k $1.1m $1.1m 0.04% Unchanged
30 OLD MISSION CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 29,08829.1k $1.1m $1.1m 0.03% Reduced -11.9k -11,895
31 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 27,22527.2k $1.0m $1.0m 0.01% Reduced -6.2k -6,235
32 Keystone Wealth Services, LLC 0.26% of their portfolio PALM DESERT, CA 25,80725.8k $963.9k $963.9k 0.26% Reduced -5 -5
33 Arax Advisory Partners 0.06% of their portfolio NEW YORK, NY 25,43725.4k $950.1k $950.1k 0.06% New
34 BRASS TAX WEALTH MANAGEMENT, INC 0.19% of their portfolio CINCINNATI, OH 23,87923.9k $891.9k $891.9k 0.19% Reduced -24.5k -24,459
35 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 23,81423.8k $889.5k $889.5k 0.00% Added +11.9k +11,907
36 Arkadios Wealth Advisors 0.04% of their portfolio ATLANTA, GA 21,67021.7k $809.4k $809.4k 0.04% New
37 Strategic Blueprint, LLC 0.05% of their portfolio ATLANTA, GA 21,51221.5k $803.5k $803.5k 0.05% Reduced -90 -90
38 IMG Wealth Management, Inc. 0.67% of their portfolio JACKSONVILLE, FL 19,40419.4k $724.7k $724.7k 0.67% First filing
39 TWO SIGMA SECURITIES, LLC 0.13% of their portfolio NEW YORK, NY 18,88018.9k $705.2k $705.2k 0.13% Added +7.1k +7,054
40 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 17,20017.2k $642.4k $642.4k 0.01% Reduced -590 -590
41 EPG Wealth Management LLC 0.16% of their portfolio ATLANTA, GA 16,70016.7k $623.7k $623.7k 0.16% Reduced -3.6k -3,570
42 Diversify Advisory Services, LLC 0.03% of their portfolio SANDY, UT 16,69016.7k $622.9k $622.9k 0.03% Reduced -4.5k -4,450
43 RFG Advisory, LLC 0.02% of their portfolio BIRMINGHAM, AL 16,60316.6k $620.1k $620.1k 0.02% Reduced -3.2k -3,173
44 Commonwealth Financial Services, LLC 0.12% of their portfolio VIENNA, WV 16,01316.0k $598.1k $598.1k 0.12% Reduced -564 -564
45 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 14,99915.0k $560.2k $560.2k 0.00% Reduced -6.3k -6,288
46 Bullseye Investment Management, LLC 0.37% of their portfolio CINCINNATI, OH 14,96715.0k $558.4k $558.4k 0.37% New
47 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 14,25814.3k $532.5k $532.5k 0.01% Reduced -253 -253
48 Orion Portfolio Solutions, LLC 0.01% of their portfolio Omaha, NE 14,25814.3k $532.5k $532.5k 0.01% Reduced -253 -253
49 Avantra Family Wealth, Inc. 0.49% of their portfolio MECHANICSBURG, PA 13,92913.9k $520.2k $520.2k 0.49% First filing
50 Triumph Capital Management 0.17% of their portfolio DENVER, CO 13,29813.3k $496.7k $496.7k 0.17% Reduced -1.1k -1,086
51 INDEPENDENT FINANCIAL GROUP, LLC 0.02% of their portfolio SAN DIEGO, CA 12,50312.5k $467.0k $467.0k 0.02% Added +1.9k +1,857
52 Ifrah Financial Services, Inc. 0.12% of their portfolio Little Rock, AR 11,86311.9k $443.1k $443.1k 0.12% Reduced -179 -179
53 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 11,38311.4k $425.2k $425.2k 0.00% Reduced -75.4k -75,367
54 BlueChip Wealth Advisors LLC 0.22% of their portfolio Milton, GA 10,79010.8k $403.0k $403.0k 0.22% Reduced -1.2k -1,190
55 TOWNSQUARE CAPITAL LLC 0.00% of their portfolio Lehi, UT 8,5618.6k $319.8k $319.8k 0.00% Reduced -750 -750
56 Grantvest Financial Group LLC 0.34% of their portfolio MATAWAN, NJ 8,2538.3k $308.2k $308.2k 0.34% First filing
57 Summit Financial Wealth Advisors, LLC 0.06% of their portfolio Lafayette, LA 8,1518.2k $308.3k $308.3k 0.06% Reduced -736.2k -736,236
58 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 7,9007.9k $295.1k $295.1k 0.00% Reduced -21.7k -21,690
59 Mayfair Advisory Group, LLC 0.17% of their portfolio BIRMINGHAM, AL 7,7597.8k $289.8k $289.8k 0.17% Reduced -500 -500
60 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.02% of their portfolio CEDAR RAPIDS, IA 7,4777.5k $279.3k $279.3k 0.02% Unchanged
61 Visionary Wealth Advisors 0.02% of their portfolio O'FALLON, IL 7,4447.4k $278.0k $278.0k 0.02% Unchanged
62 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 7,4307.4k $277.5k $277.5k 0.00% Unchanged
63 Financial Network Wealth Advisors LLC 0.50% of their portfolio MURRAY, UT 7,1817.2k $268.2k $268.2k 0.50% New
64 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 6,9607.0k $260.0k $260.0k 0.01% Added +1.2k +1,180
65 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 6,8046.8k $254.1k $254.1k 0.00% New
66 Gallagher Fiduciary Advisors, LLC 0.05% of their portfolio ROLLING MEADOWS, IL 6,7506.8k $252.1k $252.1k 0.05% Unchanged
67 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 6,7386.7k $251.7k $251.7k 0.00% Unchanged
68 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 6,6636.7k $248.9k $248.9k 0.00% Reduced -341 -341
69 Main Street Financial Solutions, LLC 0.02% of their portfolio NEWTOWN, PA 6,5886.6k $246.1k $246.1k 0.02% Unchanged
70 Beacon Financial Advisory LLC 0.08% of their portfolio CLEVELAND, OH 6,4556.5k $241.1k $241.1k 0.08% Unchanged
71 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 6,4286.4k $240.0k $240.0k 0.00% Reduced -654 -654
72 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 6,3806.4k $238.3k $238.3k 0.01% Reduced -455 -455
73 UBS Group AG 0.00% of their portfolio ZURICH, V8 6,3476.3k $237.1k $237.1k 0.00% Reduced -4.8k -4,813
74 Sequent Planning LLC 0.09% of their portfolio OMAHA, NE 6,2356.2k $232.9k $232.9k 0.09% Reduced -25.4k -25,432
75 DHJJ Financial Advisors, Ltd. 0.09% of their portfolio NAPERVILLE, IL 6,0526.1k $226.0k $226.0k 0.09% Reduced -250 -250
76 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 5,8725.9k $222.1k $222.1k 0.00% Reduced -668 -668
77 Grant Street Asset Management, Inc. 0.06% of their portfolio CANONSBURG, PA 5,8595.9k $218.8k $218.8k 0.06% New
78 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 5,5405.5k $206.9k $206.9k 0.00% Added +58 +58
79 Wood Tarver Financial Group, LLC 0.07% of their portfolio BOISE, ID 5,3055.3k $198.0k $198.0k 0.07% First filing
80 Stonebridge Financial Group, LLC 0.02% of their portfolio Wormleysburg, PA 5,1125.1k $190.9k $190.9k 0.02% First filing
81 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 5,0165.0k $187.3k $187.3k 0.00% Reduced -16.9k -16,906
82 ORG Partners LLC 0.02% of their portfolio ROANOKE, IN 3,2503.2k $121.4k $121.4k 0.02% New
83 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 3,0743.1k $115.0k $115.0k 0.01% Reduced -840 -840
84 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 2,8082.8k $104.9k $104.9k 0.00% Unchanged
85 Murphy & Mullick Capital Management Corp 0.06% of their portfolio SMITHTOWN, NY 1,7501.8k $65.4k $65.4k 0.06% First filing
86 CWM, LLC 0.00% of their portfolio OMAHA, NE 1,7291.7k $65.0k $65.0k 0.00% Unchanged
87 Integrity Financial Corp /WA 0.03% of their portfolio JACKSON, WY 1,5041.5k $56.2k $56.2k 0.03% Unchanged
88 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 1,3341.3k $50.4k $50.4k 0.00% Unchanged
89 Archer Investment Corp 0.01% of their portfolio Carmel, IN 1,2421.2k $46.4k $46.4k 0.01% Reduced -15 -15
90 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 1,0511.1k $39.0k $39.0k 0.00% Unchanged
91 Financial Gravity Companies, Inc. 0.01% of their portfolio Lakeway, TX 900900 $33.6k $33.6k 0.01% Unchanged
92 WR Wealth Planners, LLC 0.01% of their portfolio COLUMBIA, MO 712712 $26.6k $26.6k 0.01% Unchanged
93 Caitlin John, LLC 0.01% of their portfolio BRIGHTON, MI 341341 $12.7k $12.7k 0.01% Added +1 +1
94 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 125125 $4.7k $4.7k 0.00% Unchanged
95 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 22 $75 $75 0.00% New