FT Vest U.S. Equity ModerateGMAYETF
13F holders, Q3 2024 (September 30)86holders +7
11new positions
5sold out
1famous investor
$36.24avg. 13F price*
At the end of Q3 2024, 86 institutions reported holding FT Vest U.S. Equity Moderate (GMAY) in their 13F filings, up 7 from Q2 2024. 11 opened new positions and 5 sold out. The largest holders were Raymond James Financial Services Advisors, Inc. ($20.4M), Osaic Holdings, Inc. ($19.1M) and Milestone Asset Management, LLC ($11.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- FT Vest U.S. Equity Moderate
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q3 2024)
- CUSIP
- 33740F441
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $4.0M |
| Exits | 5 | $1.3M |
All 13F filers, Q2 2024 → Q3 2024: 600,097 shares bought and 472,062 shares sold, net +128,035 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 86 holders
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +3.8% | 563,054 | $20.4M |
| Osaic Holdings, Inc. | 0.04% | Reduce -17.0% | 526,098 | $19.1M |
| Milestone Asset Management, LLC | 2.51% | Add +8.4% | 307,496 | $11.1M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -29.4% | 297,371 | $10.8M |
| Raymond James & Associates | 0.01% | Add +81.0% | 285,822 | $10.4M |
| Cetera Investment Advisers | 0.02% | Add +19.8% | 228,633 | $8.3M |
| Janney Montgomery Scott LLC | 0.02% | Add +1458.8% | 176,928 | $6.4M |
| Americana Partners, LLC | 0.38% | Reduce -5.0% | 153,380 | $5.6M |
| Kestra Advisory Services, LLC | 0.03% | Add +23.8% | 125,772 | $4.6M |
| MAI Capital Management | 0.03% | Reduce -25.7% | 90,752 | $3.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -29.6% | 69,781 | $2.5M |
| Capital Investment Advisory Services, LLC | 0.22% | Reduce -1.9% | 65,443 | $2.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -1.7% | 65,187 | $2.4M |
| Jane Street Group, LLC | 0.00% | Add +349.4% | 59,143 | $2.1M |
| AIFG Consultants Ltd. | 1.58% | Reduce -23.8% | 57,554 | $2.1M |
| Tanglewood Legacy Advisors, LLC | 0.72% | Add +16.1% | 44,996 | $1.6M |
| Schulz Wealth, LTD. | 1.16% | No change | 41,443 | $1.5M |
| HBW Advisory Services LLC | 0.22% | Reduce -0.4% | 41,408 | $1.5M |
| City Holding Co. | 0.20% | No change | 40,434 | $1.5M |
| Silver Oak Securities, Incorporated | 0.13% | No change | 34,275 | $1.2M |
| Kovack Advisors, Inc. | 0.13% | No change | 34,000 | $1.2M |
| Avidian Wealth Enterprises, LLC | 0.05% | Add +24.9% | 30,146 | $1.1M |
| Truist Financial Corp. | 0.00% | Reduce -11.3% | 26,316 | $954K |
| Insigneo Advisory Services, LLC | 0.09% | Add +29.2% | 25,775 | $934K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -3.0% | 22,315 | $806K |
| Savvy Advisors, Inc. | 0.16% | New | 22,240 | $806K |
| LPL Financial LLC | 0.00% | Add +15.9% | 21,883 | $793K |
| Old Mission Capital LLC | 0.02% | New | 19,345 | $701K |
| Citadel Advisors | 0.00% | New | 17,546 | $636K |
| MML Investors Services, LLC | 0.00% | New | 16,834 | $610K |
| Townsquare Capital LLC | 0.01% | Add +5.6% | 16,441 | $596K |
| Sigma Planning Corp | 0.02% | Reduce -5.8% | 15,842 | $574K |
| Nations Financial Group Inc, /Ia/ | 0.04% | No change | 15,430 | $559K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +64.2% | 14,327 | $519K |
| Brass Tax Wealth Management, Inc. | 0.10% | No change | 13,405 | $486K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 13,135 | $476K |
| Mutual Advisors, LLC | 0.01% | No change | 12,114 | $442K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -0.2% | 12,087 | $438K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -0.2% | 12,087 | $438K |
| Capital Analysts, LLC | 0.02% | Reduce -12.1% | 12,040 | $436K |
| Keystone Wealth Services, LLC | 0.11% | Reduce -2.3% | 11,336 | $411K |
| DHJJ Financial Advisors, Ltd. | 0.15% | No change | 10,717 | $388K |
| NorthCrest Asset Manangement, LLC | 0.01% | No change | 10,711 | $388K |
| Bouchey Financial Group, Ltd. | 0.03% | Add +66.5% | 10,205 | $370K |
| Founders Financial Securities LLC | 0.03% | New | 9,719 | $352K |
| Harbour Investments, Inc. | 0.01% | Reduce -0.3% | 9,655 | $350K |
| Clear Point Advisors Inc. | 0.26% | No change | 9,446 | $342K |
| Centaurus Financial, Inc. | 0.02% | No change | 9,086 | $329K |
| Susquehanna International Group, LLP | 0.00% | Reduce -68.6% | 8,602 | $312K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -49.3% | 8,446 | $306K |
| Uptick Partners, LLC | 0.12% | New | 8,063 | $292K |
| EPG Wealth Management LLC | 0.07% | Add +0.0% | 8,000 | $290K |
| Sequent Planning LLC | 0.10% | Reduce -2.3% | 7,871 | $285K |
| Cambridge Advisors Inc. | 0.06% | No change | 7,855 | $285K |
| NewEdge Advisors, LLC | 0.00% | Reduce -34.2% | 7,775 | $282K |
| Concourse Financial Group Securities, Inc. | 0.02% | Reduce -90.3% | 7,708 | $279K |
| BlueChip Wealth Advisors LLC | 0.14% | No change | 7,579 | $275K |
| FSB Premier Wealth Management, Inc. | 0.11% | Add +1.8% | 7,353 | $266K |
| Captrust Financial Advisors | 0.00% | New | 7,200 | $261K |
| Sunbelt Securities, Inc. | 0.03% | Add +16.7% | 7,168 | $260K |
| Flagstar Securities, Inc. | 0.07% | No change | 7,145 | $259K |
| Madrona Financial Services, LLC | 0.07% | No change | 6,981 | $253K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.09% | No change | 6,878 | $249K |
| Main Street Financial Solutions, LLC | 0.02% | No change | 6,870 | $249K |
| Integrity Financial Corp | 0.14% | Add +42.1% | 6,814 | $247K |
| Gallagher Fiduciary Advisors, LLC | 0.05% | No change | 6,791 | $246K |
| Lion Street Advisors, LLC | 0.09% | No change | 6,789 | $246K |
| Consolidated Portfolio Review Corp | 0.05% | No change | 6,648 | $241K |
| Lifeworks Advisors, LLC | 0.05% | No change | 6,525 | $236K |
| Ameritas Advisory Services, LLC | 0.01% | Add +2.8% | 5,979 | $217K |
| Diligent Investors, LLC | 0.05% | No change | 5,920 | $215K |
| Armstrong, Fleming & Moore, Inc | 0.12% | No change | 5,840 | $212K |
| Harvest Investment Services, LLC | 0.07% | No change | 5,825 | $211K |
| CoreCap Advisors, LLC | 0.01% | Add +7.8% | 5,763 | $209K |
| Clear Creek Financial Management, LLC | 0.02% | New | 5,642 | $204K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -11.7% | 5,526 | $200K |
| Principal Securities, Inc. | 0.00% | Reduce -36.5% | 3,485 | $126K |
| ORG Partners LLC | 0.02% | New | 3,000 | $109K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 2,000 | $72K |
| Barclays PLC | 0.00% | New | 1,205 | $44K |
| Archer Investment Corp | 0.01% | No change | 889 | $32K |
| Cwm, LLC | 0.00% | No change | 489 | $18K |
| Caitlin John, LLC | 0.01% | Reduce -0.8% | 352 | $13K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 214 | $8K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 75 | $3K |
| GeoWealth Management, LLC | 0.00% | New | 13 | $471 |
"% 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.