FT Vest U.S. Equity ModerateGMAYETF
13F holders, Q1 2024 (March 31)44holders
$33.87avg. 13F price*
At the end of Q1 2024, 44 institutions reported holding FT Vest U.S. Equity Moderate (GMAY) in their 13F filings. The largest holders were Milestone Asset Management, LLC ($3.5M), Cetera Investment Advisers ($2.9M) and AIFG Consultants Ltd. ($2.6M).
- Company
- FT Vest U.S. Equity Moderate
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q1 2024)
- CUSIP
- 33740F441
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $6.3M |
| Exits | 10 | $3.4M |
Ownership 44 holders
| Milestone Asset Management, LLC | 0.99% | New | 102,290 | $3.5M |
| Cetera Investment Advisers | 0.01% | Add +9.2% | 85,386 | $2.9M |
| AIFG Consultants Ltd. | 1.88% | Reduce -83.5% | 76,824 | $2.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -40.7% | 74,114 | $2.5M |
| Capital Investment Advisory Services, LLC | 0.24% | Reduce -1.2% | 66,714 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | New | 62,673 | $2.1M |
| City Holding Co. | 0.20% | No change | 40,100 | $1.4M |
| Schulz Wealth, LTD. | 1.04% | Reduce -0.6% | 35,731 | $1.2M |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +7.2% | 34,880 | $1.1M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +4.5% | 28,783 | $979K |
| Osaic Holdings, Inc. | 0.00% | Reduce -21.3% | 24,650 | $838K |
| Old Mission Capital LLC | 0.02% | Add +230.9% | 21,834 | $742K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -3.5% | 20,981 | $713K |
| Tanglewood Legacy Advisors, LLC | 0.33% | No change | 19,787 | $673K |
| LPL Financial LLC | 0.00% | Add +64.1% | 18,861 | $641K |
| Truist Financial Corp. | 0.00% | Reduce -0.7% | 16,858 | $573K |
| Jane Street Group, LLC | 0.00% | New | 16,237 | $552K |
| UBS Group AG | 0.00% | Add +1940.0% | 14,953 | $508K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -51.7% | 14,570 | $495K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 12,485 | $424K |
| Nations Financial Group Inc, /Ia/ | 0.03% | No change | 11,780 | $401K |
| Lincoln National Corp. | 0.01% | No change | 10,933 | $372K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.1% | 10,408 | $354K |
| Brass Tax Wealth Management, Inc. | 0.18% | — | 10,405 | $354K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -93.0% | 10,350 | $352K |
| Sequent Planning LLC | 0.12% | — | 9,746 | $331K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +0.4% | 9,149 | $311K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +0.4% | 9,149 | $311K |
| Keystone Wealth Services, LLC | 0.09% | Reduce -0.9% | 8,129 | $276K |
| Cambridge Advisors Inc. | 0.06% | No change | 7,855 | $267K |
| Mutual Advisors, LLC | 0.01% | No change | 6,893 | $234K |
| Harbour Investments, Inc. | 0.01% | Reduce -8.6% | 6,509 | $221K |
| Lion Street Advisors, LLC | 0.09% | No change | 6,619 | $218K |
| Principal Securities, Inc. | 0.01% | No change | 6,335 | $215K |
| Sunbelt Securities, Inc. | 0.02% | No change | 5,131 | $174K |
| Integrity Financial Corp | 0.11% | Reduce -7.7% | 4,623 | $157K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 3,696 | $126K |
| CoreCap Advisors, LLC | 0.01% | New | 3,357 | $114K |
| Clear Point Advisors Inc. | 0.06% | No change | 2,185 | $74K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 1,185 | $40K |
| Capital Analysts, LLC | 0.00% | No change | 602 | $20K |
| Caitlin John, LLC | 0.01% | Reduce -2.4% | 325 | $11K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 214 | $7K |
| Archer Investment Corp | 0.00% | No change | 36 | $1K |
"% of holder's portfolio" is GMAY's weight in each manager's 13F, not the share of FT Vest U.S. Equity Moderate the manager owns.