FT Vest US Equity Moderate BGMARETF
13F holders, Q4 2024 (December 31)115holders +20
20new positions
10sold out
$37.43avg. 13F price*
At the end of Q4 2024, 115 institutions reported holding FT Vest US Equity Moderate B (GMAR) in their 13F filings, up 20 from Q3 2024. 20 opened new positions and 10 sold out. The largest holders were Osaic Holdings, Inc. ($51.9M), Raymond James Financial Inc. ($30.9M) and HFG Wealth Management, LLC ($10.3M).
- Company
- FT Vest US Equity Moderate B
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q4 2024)
- CUSIP
- 33740F482
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $7.4M |
| Exits | 10 | $4.4M |
All 13F filers, Q3 2024 → Q4 2024: 581,156 shares bought and 1,279,457 shares sold, net −698,301 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 115 holders
| Osaic Holdings, Inc. | 0.12% | Reduce -27.2% | 1,385,403 | $51.9M |
| Raymond James Financial Inc. | 0.01% | — | 825,723 | $30.9M |
| HFG Wealth Management, LLC | 6.71% | Add +15.5% | 281,828 | $10.3M |
| Cetera Investment Advisers | 0.02% | Add +6.6% | 203,733 | $7.6M |
| LPL Financial LLC | 0.00% | Add +675.1% | 199,969 | $7.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +128.2% | 189,990 | $7.1M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -1.6% | 158,627 | $5.9M |
| Bouchey Financial Group, Ltd. | 0.44% | Reduce -71.3% | 135,597 | $5.1M |
| AssuredPartners Investment Advisors, LLC | 0.92% | — | 125,868 | $4.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -5.4% | 124,510 | $4.7M |
| Corus Family Wealth Advisors | 3.06% | No change | 121,093 | $4.5M |
| Americana Partners, LLC | 0.16% | Reduce -0.2% | 106,603 | $4.0M |
| MAI Capital Management | 0.03% | Reduce -49.0% | 94,808 | $3.6M |
| Sunbelt Securities, Inc. | 0.29% | Reduce -7.7% | 88,521 | $3.3M |
| City Holding Co. | 0.42% | No change | 79,100 | $3.0M |
| REAP Financial Group, LLC | 0.73% | Reduce -4.8% | 78,265 | $2.9M |
| Bison Wealth, LLC | 0.36% | — | 78,265 | $2.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.8% | 65,705 | $2.5M |
| Uptick Partners, LLC | 0.77% | No change | 56,518 | $2.1M |
| Concourse Financial Group Securities, Inc. | 0.09% | Reduce -1.7% | 44,039 | $1.7M |
| Strategic Blueprint, LLC | 0.10% | Reduce -6.1% | 44,017 | $1.6M |
| Anfield Capital Management, LLC | 0.57% | Reduce -1.6% | 42,144 | $1.6M |
| Keystone Wealth Services, LLC | 0.40% | No change | 40,165 | $1.5M |
| MML Investors Services, LLC | 0.01% | Reduce -0.3% | 38,748 | $1.5M |
| Arkadios Wealth Advisors | 0.08% | Add +212.9% | 37,551 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -10.8% | 35,619 | $1.3M |
| Schulz Wealth, LTD. | 1.01% | No change | 35,155 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Reduce -24.7% | 31,900 | $1.2M |
| Truist Financial Corp. | 0.00% | Reduce -9.8% | 31,640 | $1.2M |
| EPG Wealth Management LLC | 0.31% | Reduce -25.6% | 31,000 | $1.2M |
| HRT Financial LP | 0.01% | New | 29,142 | $1.1M |
| Diligent Investors, LLC | 0.20% | No change | 23,568 | $883K |
| Brass Tax Wealth Management, Inc. | 0.18% | Reduce -2.1% | 23,191 | $869K |
| Alesco Advisors, LLC, An ESL Co | 0.03% | New | 22,065 | $827K |
| Noble Wealth Management PBC | 0.55% | — | 21,182 | $793K |
| CreativeOne Wealth, LLC | 0.02% | New | 20,593 | $771K |
| Bullseye Investment Management, LLC | 0.48% | New | 18,574 | $695K |
| Insigneo Advisory Services, LLC | 0.07% | Reduce -1.3% | 17,878 | $670K |
| Townsquare Capital LLC | 0.01% | Reduce -2.1% | 17,830 | $668K |
| International Assets Investment Management, LLC | 0.06% | New | 17,840 | $668K |
| Harbour Investments, Inc. | 0.02% | Reduce -35.3% | 17,548 | $657K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +49.2% | 17,346 | $650K |
| Kovack Advisors, Inc. | 0.06% | No change | 16,800 | $629K |
| Diversify Advisory Services, LLC | 0.03% | New | 16,700 | $624K |
| Chris Bulman Inc | 0.39% | Add +3.6% | 16,253 | $609K |
| Brookstone Capital Management | 0.01% | No change | 16,253 | $609K |
| Cascade Investment Group, Inc. | 0.41% | Reduce -3.1% | 15,413 | $577K |
| Jane Street Group, LLC | 0.00% | Reduce -72.0% | 15,050 | $564K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +8.7% | 14,522 | $544K |
| Tanglewood Legacy Advisors, LLC | 0.23% | No change | 14,510 | $544K |
| Stephens Inc. | 0.01% | No change | 14,363 | $538K |
| Ameriprise Financial Inc. | 0.00% | New | 14,072 | $527K |
| Avantra Family Wealth, Inc. | 0.49% | — | 13,893 | $520K |
| BlueChip Wealth Advisors LLC | 0.28% | No change | 13,401 | $502K |
| Founders Financial Securities LLC | 0.04% | Add +35.0% | 12,943 | $485K |
| Gallagher Fiduciary Advisors, LLC | 0.09% | Reduce -1.2% | 12,733 | $477K |
| Sagespring Wealth Partners, LLC | 0.01% | — | 12,575 | $471K |
| Independent Financial Group, LLC | 0.01% | Add +29.6% | 12,008 | $450K |
| Grantvest Financial Group LLC | 0.50% | — | 11,987 | $449K |
| Sage Capital Advisors,llc | 0.12% | New | 11,962 | $448K |
| Luken Investment Analytics, LLC | 0.19% | Reduce -0.5% | 11,164 | $418K |
| Ignite Planners, LLC | 0.09% | Add +0.9% | 10,474 | $395K |
| Atria Investments, Inc | 0.00% | New | 10,460 | $392K |
| Cresset Asset Management, LLC | 0.00% | No change | 10,241 | $384K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -89.6% | 9,875 | $370K |
| LVZ, Inc. | 0.05% | Add +44.8% | 9,513 | $356K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -15.1% | 9,172 | $349K |
| Cary Street Partners Financial LLC | 0.01% | — | 9,170 | $344K |
| NorthCrest Asset Manangement, LLC | 0.01% | No change | 9,093 | $341K |
| Wood Tarver Financial Group, LLC | 0.11% | — | 8,998 | $337K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 8,701 | $326K |
| ORG Partners LLC | 0.04% | Add +466.7% | 8,500 | $318K |
| Geneos Wealth Management Inc. | 0.01% | New | 7,528 | $282K |
| LM Advisors LLC | 0.05% | Reduce -25.3% | 7,468 | $280K |
| Koshinski Asset Management, Inc. | 0.02% | No change | 7,270 | $272K |
| Captrust Financial Advisors | 0.00% | No change | 7,200 | $270K |
| Flagstar Securities, Inc. | 0.07% | No change | 7,023 | $263K |
| CoreCap Advisors, LLC | 0.01% | Add +21.3% | 6,889 | $258K |
| Foundations Investment Advisors, LLC | 0.00% | No change | 6,806 | $255K |
| BostonPremier Wealth LLC | 0.15% | — | 6,646 | $249K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 6,434 | $241K |
| Madrona Financial Services, LLC | 0.06% | No change | 6,340 | $238K |
| Spire Wealth Management | 0.01% | New | 6,316 | $237K |
| Snowden Capital Advisors LLC | 0.01% | Add +3.3% | 6,293 | $236K |
| Stratos Wealth Advisors, LLC | 0.01% | No change | 6,055 | $227K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -37.5% | 6,041 | $226K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -37.5% | 6,041 | $226K |
| J.W. Cole Advisors, Inc. | 0.01% | No change | 5,994 | $225K |
| Kestra Private Wealth Services, LLC | 0.00% | No change | 5,875 | $220K |
| JPMorgan Chase & Co. | 0.00% | Reduce -67.4% | 5,797 | $217K |
| DHJJ Financial Advisors, Ltd. | 0.08% | No change | 5,782 | $217K |
| Kingswood Wealth Advisors, LLC | 0.02% | New | 5,702 | $214K |
| Prosperity Consulting Group, LLC | 0.02% | New | 5,652 | $212K |
| Beacon Financial Advisory LLC | 0.07% | No change | 5,560 | $208K |
| Archer Investment Corp | 0.05% | Reduce -0.4% | 5,261 | $197K |
| Principal Securities, Inc. | 0.00% | No change | 3,750 | $140K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3,495 | $131K |
| Centaurus Financial, Inc. | 0.01% | No change | 3,039 | $114K |
| Cwm, LLC | 0.00% | No change | 2,880 | $108K |
| Hazlett, Burt & Watson, Inc. | 0.05% | No change | 2,735 | $102K |
"% 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.