FT Vest US Equity Moderate BGMARETF
13F holders, Q1 2024 (March 31)61holders
$34.42avg. 13F price*
At the end of Q1 2024, 61 institutions reported holding FT Vest US Equity Moderate B (GMAR) in their 13F filings. The largest holders were Osaic Holdings, Inc. ($55.4M), MAI Capital Management ($22.0M) and Raymond James Financial Services Advisors, Inc. ($20.2M).
- Company
- FT Vest US Equity Moderate B
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q1 2024)
- CUSIP
- 33740F482
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $53.5M |
| Exits | 10 | $4.2M |
Ownership 61 holders
| Osaic Holdings, Inc. | 0.12% | Add +2977.8% | 1,609,515 | $55.4M |
| MAI Capital Management | 0.23% | New | 640,207 | $22.0M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +214.3% | 587,000 | $20.2M |
| Kestra Advisory Services, LLC | 0.10% | Reduce -34.8% | 428,103 | $14.7M |
| Raymond James & Associates | 0.01% | Add +2357.6% | 286,164 | $9.8M |
| Luken Investment Analytics, LLC | 3.96% | New | 227,985 | $7.8M |
| Cetera Investment Advisers | 0.01% | Add +485.7% | 126,653 | $4.4M |
| Corus Family Wealth Advisors | 3.54% | New | 120,862 | $4.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +345.5% | 117,250 | $4.0M |
| Concourse Financial Group Securities, Inc. | 0.26% | Add +2075.2% | 116,284 | $4.0M |
| REAP Financial Group, LLC | 0.79% | Reduce -5.1% | 84,127 | $2.9M |
| Americana Partners, LLC | 0.22% | New | 76,939 | $2.6M |
| Wintrust Investments LLC | 0.22% | New | 72,866 | $2.5M |
| Sunbelt Securities, Inc. | 0.27% | Add +4259.9% | 71,458 | $2.5M |
| City Holding Co. | 0.36% | Add +5.5% | 70,550 | $2.4M |
| HighTower Advisors, LLC | 0.00% | New | 64,646 | $2.2M |
| Strategic Blueprint, LLC | 0.16% | Reduce -13.5% | 64,165 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +266.7% | 59,852 | $2.1M |
| Janney Montgomery Scott LLC | 0.01% | New | 49,888 | $1.7M |
| Harbour Investments, Inc. | 0.06% | Add +5.7% | 45,970 | $1.6M |
| EPG Wealth Management LLC | 0.36% | New | 42,551 | $1.5M |
| Jane Street Group, LLC | 0.00% | New | 41,034 | $1.4M |
| Schulz Wealth, LTD. | 1.08% | Add +9.4% | 36,643 | $1.3M |
| Avantax Advisory Services, Inc. | 0.01% | New | 34,611 | $1.2M |
| NewEdge Advisors, LLC | 0.01% | New | 33,517 | $1.2M |
| Keystone Wealth Services, LLC | 0.34% | Add +8.7% | 30,164 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 29,723 | $1.0M |
| Brass Tax Wealth Management, Inc. | 0.44% | — | 24,291 | $836K |
| MML Investors Services, LLC | 0.00% | Add +174.0% | 22,739 | $783K |
| Stephens Inc. | 0.01% | Add +22.7% | 20,478 | $705K |
| Truist Financial Corp. | 0.00% | Add +50.1% | 17,304 | $596K |
| Uptick Partners, LLC | 0.45% | New | 17,080 | $588K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Add +120.7% | 15,797 | $544K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 11,765 | $405K |
| Tanglewood Legacy Advisors, LLC | 0.20% | New | 11,571 | $398K |
| Lifeworks Advisors, LLC | 0.11% | New | 11,416 | $393K |
| Diligent Investors, LLC | 0.09% | New | 10,655 | $367K |
| Cresset Asset Management, LLC | 0.00% | New | 10,241 | $352K |
| Ignite Planners, LLC | 0.10% | New | 10,234 | $352K |
| World Equity Group, Inc. | 0.06% | New | 9,168 | $316K |
| NorthCrest Asset Manangement, LLC | 0.01% | No change | 9,093 | $313K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -2.9% | 9,026 | $311K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -2.9% | 9,026 | $311K |
| Lincoln National Corp. | 0.00% | New | 8,869 | $305K |
| Parsons Capital Management Inc. | 0.02% | Reduce -12.1% | 8,000 | $275K |
| LM Advisors LLC | 0.05% | No change | 8,001 | $275K |
| Flagstar Securities, Inc. | 0.07% | New | 7,582 | $261K |
| Archer Investment Corp | 0.08% | Add +171.9% | 7,368 | $254K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -1.9% | 6,806 | $234K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 6,434 | $221K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 5,994 | $206K |
| Sequent Planning LLC | 0.07% | — | 5,969 | $205K |
| DHJJ Financial Advisors, Ltd. | 0.08% | Add +39.7% | 5,482 | $189K |
| CoreCap Advisors, LLC | 0.01% | New | 3,312 | $114K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +75.2% | 2,795 | $96K |
| Hazlett, Burt & Watson, Inc. | 0.03% | New | 1,250 | $43K |
| Integrity Financial Corp | 0.02% | New | 764 | $26K |
| Caitlin John, LLC | 0.01% | Reduce -2.1% | 318 | $11K |
| Retirement Group, LLC | 0.00% | New | 300 | $10K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 95 | $3K |
| JPMorgan Chase & Co. | 0.00% | Reduce -82.6% | 195 | $7 |
"% of holder's portfolio" is GMAR's weight in each manager's 13F, not the share of FT Vest US Equity Moderate B the manager owns.