FT Vest US Equity Moderate BGMARETF
13F holders, Q3 2024 (September 30)95holders −1
9new positions
11sold out
$36.67avg. 13F price*
At the end of Q3 2024, 95 institutions reported holding FT Vest US Equity Moderate B (GMAR) in their 13F filings, down 1 from Q2 2024. 9 opened new positions and 11 sold out. The largest holders were Osaic Holdings, Inc. ($69.8M), Raymond James Financial Services Advisors, Inc. ($23.0M) and Raymond James & Associates ($20.2M).
- Company
- FT Vest US Equity Moderate B
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q3 2024)
- CUSIP
- 33740F482
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $2.4M |
| Exits | 11 | $8.5M |
All 13F filers, Q2 2024 → Q3 2024: 263,027 shares bought and 1,581,493 shares sold, net −1,318,466 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 95 holders
| Osaic Holdings, Inc. | 0.16% | Reduce -3.1% | 1,901,938 | $69.8M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Reduce -34.6% | 627,082 | $23.0M |
| Raymond James & Associates | 0.01% | Reduce -1.6% | 549,633 | $20.2M |
| Bouchey Financial Group, Ltd. | 1.55% | Reduce -4.2% | 471,837 | $17.3M |
| HFG Wealth Management, LLC | 5.51% | No change | 243,963 | $8.6M |
| Cetera Investment Advisers | 0.02% | Add +7.0% | 191,186 | $7.0M |
| MAI Capital Management | 0.07% | Reduce -58.9% | 185,914 | $6.8M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -63.2% | 161,154 | $5.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -15.4% | 131,567 | $4.8M |
| Corus Family Wealth Advisors | 3.16% | Add +0.2% | 121,093 | $4.4M |
| Americana Partners, LLC | 0.27% | Reduce -4.5% | 106,832 | $3.9M |
| Sunbelt Securities, Inc. | 0.35% | Add +5.0% | 95,892 | $3.5M |
| B. Riley Wealth Advisors, Inc. | 0.10% | Reduce -0.3% | 94,575 | $3.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +16.3% | 83,269 | $3.1M |
| REAP Financial Group, LLC | 0.74% | Reduce -1.8% | 82,182 | $3.0M |
| City Holding Co. | 0.40% | No change | 79,100 | $2.9M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -6.9% | 65,188 | $2.4M |
| Uptick Partners, LLC | 0.88% | Add +230.9% | 56,518 | $2.1M |
| Jane Street Group, LLC | 0.00% | Add +158.7% | 53,708 | $2.0M |
| Strategic Blueprint, LLC | 0.11% | Reduce -24.3% | 46,883 | $1.7M |
| Concourse Financial Group Securities, Inc. | 0.10% | Reduce -7.0% | 44,810 | $1.6M |
| Anfield Capital Management, LLC | 0.60% | Reduce -3.6% | 42,814 | $1.6M |
| NewEdge Advisors, LLC | 0.01% | Reduce -33.7% | 42,370 | $1.6M |
| EPG Wealth Management LLC | 0.39% | Add +0.0% | 41,651 | $1.5M |
| Keystone Wealth Services, LLC | 0.41% | No change | 40,165 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Add +182.8% | 39,927 | $1.5M |
| MML Investors Services, LLC | 0.01% | Add +0.7% | 38,852 | $1.4M |
| Schulz Wealth, LTD. | 1.00% | No change | 35,155 | $1.3M |
| Truist Financial Corp. | 0.00% | Add +1.9% | 35,057 | $1.3M |
| HBW Advisory Services LLC | 0.17% | Reduce -6.4% | 31,837 | $1.2M |
| Old Mission Capital LLC | 0.02% | Reduce -29.7% | 27,919 | $1.0M |
| Harbour Investments, Inc. | 0.03% | Reduce -31.8% | 27,114 | $996K |
| LPL Financial LLC | 0.00% | Add +275.1% | 25,800 | $947K |
| Brass Tax Wealth Management, Inc. | 0.19% | Reduce -2.5% | 23,691 | $870K |
| Diligent Investors, LLC | 0.20% | Reduce -0.8% | 23,568 | $865K |
| Summit Wealth Partners, LLC | 0.15% | Reduce -1.7% | 21,544 | $791K |
| Townsquare Capital LLC | 0.01% | No change | 18,205 | $668K |
| Insigneo Advisory Services, LLC | 0.07% | Reduce -3.2% | 18,106 | $665K |
| JPMorgan Chase & Co. | 0.00% | Add +21.7% | 17,760 | $652K |
| Kovack Advisors, Inc. | 0.07% | Reduce -8.2% | 16,800 | $617K |
| Brookstone Capital Management | 0.01% | New | 16,253 | $597K |
| Cascade Investment Group, Inc. | 0.43% | Reduce -0.6% | 15,904 | $584K |
| Chris Bulman Inc | 0.39% | New | 15,682 | $576K |
| Tanglewood Legacy Advisors, LLC | 0.24% | No change | 14,510 | $533K |
| Stephens Inc. | 0.01% | Reduce -17.6% | 14,363 | $527K |
| BlueChip Wealth Advisors LLC | 0.26% | No change | 13,401 | $492K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -58.5% | 13,360 | $491K |
| Gallagher Fiduciary Advisors, LLC | 0.10% | No change | 12,883 | $473K |
| Arkadios Wealth Advisors | 0.03% | New | 12,000 | $441K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -1.2% | 11,629 | $427K |
| Lifeworks Advisors, LLC | 0.08% | No change | 11,416 | $419K |
| Luken Investment Analytics, LLC | 0.19% | Reduce -95.3% | 11,219 | $412K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.7% | 10,802 | $404K |
| Ignite Planners, LLC | 0.09% | No change | 10,384 | $381K |
| Cresset Asset Management, LLC | 0.00% | No change | 10,241 | $376K |
| LM Advisors LLC | 0.08% | Add +25.0% | 10,001 | $367K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -0.3% | 9,663 | $355K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -0.3% | 9,663 | $355K |
| Founders Financial Securities LLC | 0.03% | New | 9,585 | $352K |
| Independent Financial Group, LLC | 0.01% | Add +14.3% | 9,268 | $340K |
| NorthCrest Asset Manangement, LLC | 0.01% | No change | 9,093 | $334K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -3.3% | 8,870 | $326K |
| Koshinski Asset Management, Inc. | 0.02% | No change | 7,270 | $267K |
| Captrust Financial Advisors | 0.00% | No change | 7,200 | $264K |
| Flagstar Securities, Inc. | 0.07% | No change | 7,023 | $258K |
| Foundations Investment Advisors, LLC | 0.01% | No change | 6,806 | $250K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -69.0% | 6,799 | $250K |
| LVZ, Inc. | 0.03% | No change | 6,569 | $241K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 6,434 | $236K |
| Sequent Planning LLC | 0.08% | Add +4.9% | 6,341 | $233K |
| Madrona Financial Services, LLC | 0.06% | Reduce -8.2% | 6,340 | $233K |
| Snowden Capital Advisors LLC | 0.01% | No change | 6,093 | $224K |
| Stratos Wealth Advisors, LLC | 0.01% | No change | 6,055 | $222K |
| J.W. Cole Advisors, Inc. | 0.01% | No change | 5,994 | $220K |
| Kestra Private Wealth Services, LLC | 0.00% | No change | 5,875 | $216K |
| DHJJ Financial Advisors, Ltd. | 0.08% | No change | 5,782 | $212K |
| CoreCap Advisors, LLC | 0.01% | Add +7.2% | 5,681 | $209K |
| Beacon Financial Advisory LLC | 0.07% | New | 5,560 | $204K |
| Archer Investment Corp | 0.05% | Reduce -49.7% | 5,281 | $194K |
| Principal Securities, Inc. | 0.00% | No change | 3,750 | $138K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3,495 | $128K |
| Jaffetilchin Investment Partners, LLC | 0.01% | New | 3,361 | $123K |
| Centaurus Financial, Inc. | 0.01% | No change | 3,039 | $112K |
| Cwm, LLC | 0.00% | Reduce -0.7% | 2,880 | $106K |
| Hazlett, Burt & Watson, Inc. | 0.05% | No change | 2,735 | $101K |
| UBS Group AG | 0.00% | Add +186.4% | 2,148 | $79K |
| Barclays PLC | 0.00% | New | 1,563 | $57K |
| ORG Partners LLC | 0.01% | New | 1,500 | $55K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 1,405 | $52K |
| Clear Point Advisors Inc. | 0.04% | No change | 1,310 | $48K |
| WR Wealth Planners, LLC | 0.01% | No change | 1,225 | $45K |
| Integrity Financial Corp | 0.03% | No change | 1,206 | $44K |
| Capital Analysts, LLC | 0.00% | No change | 870 | $32K |
| Caitlin John, LLC | 0.01% | Add +2.6% | 354 | $13K |
| Pinnacle Bancorp, Inc. | 0.00% | New | 325 | $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.