FT Vest US Equity Moderate BGMARETF
13F holders, Q2 2024 (June 30)96holders +35
37new positions
2sold out
1famous investor
$35.61avg. 13F price*
At the end of Q2 2024, 96 institutions reported holding FT Vest US Equity Moderate B (GMAR) in their 13F filings, up 35 from Q1 2024. 37 opened new positions and 2 sold out. The largest holders were Osaic Holdings, Inc. ($69.5M), Raymond James Financial Services Advisors, Inc. ($34.0M) and Raymond James & Associates ($19.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- FT Vest US Equity Moderate B
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q2 2024)
- CUSIP
- 33740F482
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $44.0M |
| Exits | 2 | $621K |
All 13F filers, Q1 2024 → Q2 2024: 2,612,595 shares bought and 418,138 shares sold, net +2,194,457 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 96 holders
| Osaic Holdings, Inc. | 0.16% | Add +21.9% | 1,962,361 | $69.5M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Add +63.4% | 958,947 | $34.0M |
| Raymond James & Associates | 0.01% | Add +95.2% | 558,713 | $19.8M |
| Bouchey Financial Group, Ltd. | 1.66% | New | 492,578 | $17.5M |
| MAI Capital Management | 0.16% | Reduce -29.4% | 451,964 | $16.0M |
| Kestra Advisory Services, LLC | 0.09% | Add +2.2% | 437,654 | $15.5M |
| HFG Wealth Management, LLC | 5.51% | New | 243,963 | $8.6M |
| Luken Investment Analytics, LLC | 4.25% | Add +4.6% | 238,477 | $8.5M |
| Cetera Investment Advisers | 0.01% | Add +41.1% | 178,681 | $6.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +160.0% | 155,597 | $5.5M |
| Corus Family Wealth Advisors | 3.54% | No change | 120,862 | $4.2M |
| Americana Partners, LLC | 0.31% | Add +45.5% | 111,919 | $4.0M |
| B. Riley Wealth Advisors, Inc. | 0.09% | New | 94,850 | $3.4M |
| Sunbelt Securities, Inc. | 0.33% | Add +27.8% | 91,290 | $3.2M |
| REAP Financial Group, LLC | 0.80% | Reduce -0.5% | 83,686 | $3.0M |
| City Holding Co. | 0.41% | Add +12.1% | 79,100 | $2.8M |
| Wintrust Investments LLC | 0.22% | Add +6.3% | 77,424 | $2.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -39.0% | 71,582 | $2.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +40.3% | 69,995 | $2.5M |
| NewEdge Advisors, LLC | 0.02% | Add +90.6% | 63,878 | $2.3M |
| Strategic Blueprint, LLC | 0.15% | Reduce -3.5% | 61,951 | $2.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -5.7% | 60,980 | $2.2M |
| Concourse Financial Group Securities, Inc. | 0.11% | Reduce -58.6% | 48,181 | $1.7M |
| Anfield Capital Management, LLC | 0.76% | New | 44,399 | $1.6M |
| Keystone Wealth Services, LLC | 0.44% | Add +33.2% | 40,165 | $1.4M |
| Harbour Investments, Inc. | 0.05% | Reduce -13.5% | 39,762 | $1.4M |
| Old Mission Capital LLC | 0.04% | New | 39,732 | $1.4M |
| MML Investors Services, LLC | 0.01% | Add +69.6% | 38,573 | $1.4M |
| Schulz Wealth, LTD. | 1.06% | Reduce -4.1% | 35,155 | $1.2M |
| Truist Financial Corp. | 0.00% | Add +98.9% | 34,419 | $1.2M |
| HBW Advisory Services LLC | 0.20% | New | 34,021 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +8.4% | 32,224 | $1.1M |
| Brass Tax Wealth Management, Inc. | 0.17% | No change | 24,291 | $861K |
| Diligent Investors, LLC | 0.21% | Add +123.0% | 23,758 | $842K |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -36.7% | 21,920 | $777K |
| Summit Wealth Partners, LLC | 0.16% | New | 21,909 | $776K |
| Jane Street Group, LLC | 0.00% | Reduce -49.4% | 20,759 | $736K |
| Citadel Advisors | 0.00% | New | 19,351 | $686K |
| Financial Network Wealth Advisors LLC | 0.49% | New | 18,580 | $658K |
| Kovack Advisors, Inc. | 0.07% | New | 18,300 | $649K |
| Insigneo Advisory Services, LLC | 0.07% | New | 18,696 | $646K |
| Townsquare Capital LLC | 0.01% | New | 18,205 | $645K |
| International Assets Investment Management, LLC | 0.06% | New | 17,840 | $632K |
| Stephens Inc. | 0.01% | Reduce -14.9% | 17,423 | $617K |
| Uptick Partners, LLC | 0.45% | No change | 17,080 | $588K |
| Cascade Investment Group, Inc. | 0.44% | New | 15,993 | $567K |
| JPMorgan Chase & Co. | 0.00% | Add +7384.1% | 14,594 | $517K |
| Tanglewood Legacy Advisors, LLC | 0.24% | Add +25.4% | 14,510 | $514K |
| Susquehanna International Group, LLP | 0.00% | New | 14,118 | $500K |
| BlueChip Wealth Advisors LLC | 0.28% | New | 13,401 | $475K |
| Gallagher Fiduciary Advisors, LLC | 0.10% | Reduce -18.4% | 12,883 | $457K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | No change | 11,765 | $417K |
| Lifeworks Advisors, LLC | 0.11% | No change | 11,416 | $405K |
| Ameriprise Financial Inc. | 0.00% | New | 11,099 | $393K |
| Archer Investment Corp | 0.11% | Add +42.5% | 10,496 | $372K |
| Ignite Planners, LLC | 0.09% | Add +1.5% | 10,384 | $372K |
| Sanctuary Advisors, LLC | 0.00% | — | 10,726 | $365K |
| Cresset Asset Management, LLC | 0.00% | No change | 10,241 | $363K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +7.4% | 9,692 | $343K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +7.4% | 9,692 | $343K |
| Cary Street Partners Investment Advisory LLC | 0.01% | New | 9,170 | $325K |
| NorthCrest Asset Manangement, LLC | 0.01% | No change | 9,093 | $322K |
| Independent Financial Group, LLC | 0.01% | New | 8,109 | $287K |
| LM Advisors LLC | 0.06% | No change | 8,001 | $284K |
| GTS Securities LLC | 0.01% | New | 7,775 | $276K |
| Koshinski Asset Management, Inc. | 0.02% | New | 7,270 | $260K |
| Kingsview Wealth Management, LLC | 0.01% | New | 7,323 | $260K |
| Captrust Financial Advisors | 0.00% | New | 7,200 | $255K |
| Flagstar Securities, Inc. | 0.07% | Reduce -7.4% | 7,023 | $249K |
| Madrona Financial Services, LLC | 0.08% | New | 6,905 | $245K |
| LPL Financial LLC | 0.00% | New | 6,879 | $244K |
| Foundations Investment Advisors, LLC | 0.01% | No change | 6,806 | $241K |
| LVZ, Inc. | 0.03% | New | 6,569 | $233K |
| Optivise Advisory Services LLC | 0.13% | — | 6,556 | $232K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 6,434 | $228K |
| HRT Financial LP | 0.00% | New | 6,120 | $216K |
| Snowden Capital Advisors LLC | 0.01% | New | 6,093 | $216K |
| Sequent Planning LLC | 0.07% | Add +1.3% | 6,044 | $215K |
| Stratos Wealth Advisors, LLC | 0.01% | New | 6,055 | $215K |
| J.W. Cole Advisors, Inc. | 0.01% | No change | 5,994 | $212K |
| Parsons Capital Management Inc. | 0.01% | Reduce -25.3% | 5,975 | $212K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 5,875 | $208K |
| DHJJ Financial Advisors, Ltd. | 0.09% | Add +5.5% | 5,782 | $205K |
| CoreCap Advisors, LLC | 0.02% | Add +60.0% | 5,298 | $188K |
| Principal Securities, Inc. | 0.00% | New | 3,750 | $133K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +25.0% | 3,495 | $124K |
| Centaurus Financial, Inc. | 0.01% | New | 3,039 | $108K |
| Cwm, LLC | 0.00% | New | 2,900 | $103K |
| Hazlett, Burt & Watson, Inc. | 0.05% | Add +118.8% | 2,735 | $97K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +1379.0% | 1,405 | $50K |
| Clear Point Advisors Inc. | 0.04% | New | 1,310 | $46K |
| WR Wealth Planners, LLC | 0.01% | New | 1,225 | $43K |
| Integrity Financial Corp | 0.03% | Add +57.9% | 1,206 | $43K |
| Capital Analysts, LLC | 0.00% | New | 870 | $31K |
| UBS Group AG | 0.00% | New | 750 | $27K |
| Caitlin John, LLC | 0.01% | Add +8.5% | 345 | $12K |
"% 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.