FT Vest U.S. Equity ModerateGMAYETF

13F holders, Q2 2024 (June 30)
79holders +35
37new positions
2sold out
$35.07avg. 13F price*

At the end of Q2 2024, 79 institutions reported holding FT Vest U.S. Equity Moderate (GMAY) in their 13F filings, up 35 from Q1 2024. 37 opened new positions and 2 sold out. The largest holders were Osaic Holdings, Inc. ($22.2M), Raymond James Financial Services Advisors, Inc. ($19.0M) and Commonwealth Equity Services, LLC ($14.7M).

Company
FT Vest U.S. Equity Moderate
Filed as
FIRST TR EXCHNG TRADED FD VI (Q2 2024)
CUSIP
33740F441
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 44Q1 2024Q2 2024: 79Q2 2024Q3 2024: 86Q3 2024Q4 2024: 100Q4 2024Q1 2025: 88Q1 2025Q2 2025: 100Q2 2025Q3 2025: 97Q3 2025Q4 2025: 102Q4 2025Q1 2026: 99Q1 2026Q2 2026: 159Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions37$29.0M
Exits2$1.1M

All 13F filers, Q1 2024 → Q2 2024: 2,973,015 shares bought and 99,019 shares sold, net +2,873,996 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 79 holders

Osaic Holdings, Inc. 0.05% Add +2471.4% 633,847 $22.2M
Raymond James Financial Services Advisors, Inc. 0.03% Add +1784.6% 542,435 $19.0M
Commonwealth Equity Services, LLC 0.02% Add +468.7% 421,473 $14.7M
Milestone Asset Management, LLC 2.48% Add +177.2% 283,549 $9.9M
Cetera Investment Advisers 0.02% Add +123.5% 190,846 $6.7M
Americana Partners, LLC 0.44% New 161,504 $5.7M
Raymond James & Associates 0.00% New 157,938 $5.5M
MAI Capital Management 0.04% New 122,213 $4.3M
Kestra Advisory Services, LLC 0.02% Add +384.4% 101,638 $3.6M
Envestnet Asset Management Inc. 0.00% Add +851.8% 99,063 $3.5M
Concourse Financial Group Securities, Inc. 0.17% Add +2038.7% 79,048 $2.8M
AIFG Consultants Ltd. 1.97% Reduce -1.7% 75,550 $2.6M
Capital Investment Advisory Services, LLC 0.24% Add +0.0% 66,725 $2.3M
Cambridge Investment Research Advisors, Inc. 0.01% Add +355.1% 66,308 $2.3M
HBW Advisory Services LLC 0.24% New 41,556 $1.5M
Schulz Wealth, LTD. 1.23% Add +16.0% 41,443 $1.5M
City Holding Co. 0.21% Add +0.8% 40,434 $1.4M
Tanglewood Legacy Advisors, LLC 0.64% Add +96.0% 38,774 $1.4M
Silver Oak Securities, Incorporated 0.18% New 34,275 $1.2M
Kovack Advisors, Inc. 0.13% New 34,000 $1.2M
Truist Financial Corp. 0.00% Add +76.0% 29,674 $1.0M
Susquehanna International Group, LLP 0.00% Reduce -56.4% 27,359 $957K
Avidian Wealth Enterprises, LLC 0.04% New 24,146 $845K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -34.0% 23,015 $805K
Insigneo Advisory Services, LLC 0.08% New 19,950 $682K
LPL Financial LLC 0.00% Add +0.1% 18,872 $660K
WealthPLAN Partners, LLC 0.07% New 18,364 $643K
Sigma Planning Corp 0.02% New 16,827 $589K
Avantax Advisory Services, Inc. 0.00% New 16,666 $583K
Townsquare Capital LLC 0.01% New 15,573 $545K
Nations Financial Group Inc, /Ia/ 0.04% Add +31.0% 15,430 $540K
Capital Analysts, LLC 0.02% Add +2175.8% 13,700 $479K
Financial Network Wealth Advisors LLC 0.35% New 13,512 $473K
Brass Tax Wealth Management, Inc. 0.09% Add +28.8% 13,405 $469K
Jane Street Group, LLC 0.00% Reduce -19.0% 13,159 $460K
Steward Partners Investment Advisory, LLC 0.00% Add +5.2% 13,135 $460K
Mutual Advisors, LLC 0.01% Add +75.7% 12,114 $425K
Orion Porfolio Solutions, LLC 0.00% Add +32.4% 12,113 $424K
Orion Portfolio Solutions, LLC 0.00% Add +32.4% 12,113 $424K
NewEdge Advisors, LLC 0.00% New 11,815 $413K
Keystone Wealth Services, LLC 0.13% Add +42.7% 11,599 $406K
Janney Montgomery Scott LLC 0.00% Add +9.7% 11,350 $397K
DHJJ Financial Advisors, Ltd. 0.16% Add +804.4% 10,717 $375K
NorthCrest Asset Manangement, LLC 0.01% New 10,711 $375K
Harbour Investments, Inc. 0.01% Add +48.8% 9,685 $339K
Clear Point Advisors Inc. 0.27% Add +332.3% 9,446 $331K
Centaurus Financial, Inc. 0.02% New 9,086 $318K
Atria Wealth Solutions, Inc. 0.00% New 8,728 $305K
Sequent Planning LLC 0.10% Reduce -17.4% 8,052 $282K
Cambridge Advisors Inc. 0.06% No change 7,855 $275K
BlueChip Wealth Advisors LLC 0.16% New 7,579 $265K
FSB Premier Wealth Management, Inc. 0.11% New 7,226 $253K
Flagstar Securities, Inc. 0.07% New 7,145 $250K
Madrona Financial Services, LLC 0.07% New 6,981 $244K
Comprehensive Financial Consultants Institutional, Inc. 0.09% New 6,878 $241K
Main Street Financial Solutions, LLC 0.02% New 6,870 $240K
Gallagher Fiduciary Advisors, LLC 0.05% New 6,791 $238K
Lion Street Advisors, LLC 0.09% Add +2.6% 6,789 $238K
Consolidated Portfolio Review Corp 0.05% New 6,648 $233K
Lifeworks Advisors, LLC 0.06% New 6,525 $228K
Ashton Thomas Private Wealth, LLC 0.01% New 6,255 $219K
Sunbelt Securities, Inc. 0.02% Add +19.7% 6,142 $215K
Bouchey Financial Group, Ltd. 0.02% New 6,128 $214K
Diligent Investors, LLC 0.05% New 5,920 $207K
Armstrong, Fleming & Moore, Inc 0.13% New 5,840 $204K
Harvest Investment Services, LLC 0.08% New 5,825 $204K
Ameritas Advisory Services, LLC 0.01% New 5,814 $203K
Principal Securities, Inc. 0.01% Reduce -13.4% 5,485 $192K
CoreCap Advisors, LLC 0.02% Add +59.3% 5,346 $187K
Integrity Financial Corp 0.10% Add +3.7% 4,794 $168K
International Assets Investment Management, LLC 0.01% New 3,600 $126K
UBS Group AG 0.00% Reduce -81.4% 2,776 $97K
Aptus Capital Advisors, LLC 0.00% New 2,000 $70K
Archer Investment Corp 0.01% Add +2369.4% 889 $31K
Cwm, LLC 0.00% New 489 $17K
Caitlin John, LLC 0.01% Add +9.2% 355 $12K
Penserra Capital Management LLC 0.00% New 227 $8K
Hazlett, Burt & Watson, Inc. 0.00% No change 214 $7K
Coppell Advisory Solutions LLC 0.00% — 75 $3K

"% 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.