FT Vest U.S. Equity ModerateGMAYETF

13F holders, Q4 2024 (December 31)
100holders +14
13new positions
4sold out
1famous investor
$36.89avg. 13F price*

At the end of Q4 2024, 100 institutions reported holding FT Vest U.S. Equity Moderate (GMAY) in their 13F filings, up 14 from Q3 2024. 13 opened new positions and 4 sold out. The largest holders were Raymond James Financial Inc. ($22.5M), Commonwealth Equity Services, LLC ($10.3M) and Cetera Investment Advisers ($7.3M). 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 (Q4 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions13$9.2M
Exits4$1.1M

All 13F filers, Q3 2024 → Q4 2024: 370,325 shares bought and 873,000 shares sold, net −502,675 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 100 holders

Raymond James Financial Inc. 0.01% — 610,578 $22.5M
Commonwealth Equity Services, LLC 0.02% Reduce -5.7% 280,469 $10.3M
Cetera Investment Advisers 0.02% Reduce -13.5% 197,762 $7.3M
Osaic Holdings, Inc. 0.02% Reduce -65.2% 182,916 $6.7M
Janney Montgomery Scott LLC 0.02% Reduce -0.3% 176,387 $6.5M
Americana Partners, LLC 0.25% Add +8.8% 166,873 $6.2M
Milestone Asset Management, LLC 1.14% Reduce -54.4% 140,320 $5.2M
Kestra Advisory Services, LLC 0.03% Add +2.2% 128,520 $4.7M
Advisory Services Network, LLC 0.08% New 116,824 $4.3M
LPL Financial LLC 0.00% Add +299.2% 87,359 $3.2M
Envestnet Asset Management Inc. 0.00% Reduce -2.1% 68,341 $2.5M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -0.8% 64,658 $2.4M
Tanglewood Legacy Advisors, LLC 0.67% Reduce -5.1% 42,681 $1.6M
Schulz Wealth, LTD. 1.16% Reduce -1.2% 40,953 $1.5M
City Holding Co. 0.21% No change 40,434 $1.5M
Kovack Advisors, Inc. 0.13% Add +5.9% 36,000 $1.3M
Susquehanna International Group, LLP 0.00% Add +315.4% 35,729 $1.3M
Silver Oak Securities, Incorporated 0.12% No change 34,275 $1.3M
Avidian Wealth Enterprises, LLC 0.05% Add +4.7% 31,573 $1.2M
Truist Financial Corp. 0.00% Add +0.6% 26,462 $976K
Bullseye Investment Management, LLC 0.66% New 25,682 $948K
MAI Capital Management 0.01% Reduce -72.4% 25,007 $923K
Insigneo Advisory Services, LLC 0.10% Reduce -3.1% 24,975 $921K
Wood Tarver Financial Group, LLC 0.29% — 23,743 $875K
Savvy Advisors, Inc. 0.10% No change 22,240 $820K
AIFG Consultants Ltd. 1.25% Reduce -64.0% 20,748 $765K
Ameriprise Financial Inc. 0.00% New 20,287 $748K
Sagespring Wealth Partners, LLC 0.02% — 19,822 $731K
Stonebridge Financial Group, LLC 0.07% — 17,373 $641K
Sigma Planning Corp 0.02% Add +6.9% 16,940 $625K
Townsquare Capital LLC 0.01% Add +0.5% 16,516 $609K
HBW Advisory Services LLC 0.06% Reduce -60.2% 16,479 $608K
Nations Financial Group Inc, /Ia/ 0.04% Reduce -1.6% 15,180 $560K
Atria Wealth Solutions, Inc. 0.01% No change 14,327 $529K
Financial Network Wealth Advisors LLC 0.97% New 14,159 $522K
Old Mission Capital LLC 0.01% Reduce -28.6% 13,821 $510K
Arkadios Wealth Advisors 0.03% New 13,800 $509K
Brass Tax Wealth Management, Inc. 0.10% No change 13,405 $495K
Geneos Wealth Management Inc. 0.02% New 13,250 $489K
Steward Partners Investment Advisory, LLC 0.00% No change 13,135 $485K
Founders Financial Securities LLC 0.04% Add +34.8% 13,104 $483K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -42.6% 12,815 $473K
Orion Porfolio Solutions, LLC 0.00% Reduce -0.1% 12,078 $446K
Orion Portfolio Solutions, LLC 0.00% Reduce -0.1% 12,078 $446K
Capital Analysts, LLC 0.02% Reduce -2.1% 11,787 $435K
Kingswood Wealth Advisors, LLC 0.03% New 11,637 $429K
MML Investors Services, LLC 0.00% Reduce -33.0% 11,270 $416K
Keystone Wealth Services, LLC 0.11% Reduce -0.7% 11,256 $415K
Global Retirement Partners, LLC 0.01% New 11,140 $411K
DHJJ Financial Advisors, Ltd. 0.15% No change 10,717 $395K
NorthCrest Asset Manangement, LLC 0.01% No change 10,711 $395K
Mutual Advisors, LLC 0.01% Reduce -13.7% 10,450 $389K
Citadel Advisors 0.00% Reduce -43.5% 9,919 $366K
Clear Point Advisors Inc. 0.30% No change 9,446 $348K
Bouchey Financial Group, Ltd. 0.03% Reduce -10.0% 9,181 $339K
Centaurus Financial, Inc. 0.02% No change 9,086 $335K
Nvest Financial, LLC 0.16% New 8,572 $316K
Uptick Partners, LLC 0.11% No change 8,063 $297K
Cambridge Advisors Inc. 0.06% No change 7,855 $290K
Concourse Financial Group Securities, Inc. 0.02% Reduce -1.1% 7,626 $286K
Sequent Planning LLC 0.10% Reduce -1.6% 7,743 $286K
BlueChip Wealth Advisors LLC 0.16% No change 7,579 $280K
Bison Wealth, LLC 0.03% — 7,378 $272K
FSB Premier Wealth Management, Inc. 0.11% Reduce -1.0% 7,280 $269K
Captrust Financial Advisors 0.00% No change 7,200 $266K
Sunbelt Securities, Inc. 0.02% No change 7,168 $265K
Jane Street Group, LLC 0.00% Reduce -87.9% 7,166 $264K
Flagstar Securities, Inc. 0.07% No change 7,145 $264K
EPG Wealth Management LLC 0.07% Reduce -12.5% 7,000 $258K
Madrona Financial Services, LLC 0.07% No change 6,981 $258K
CoreCap Advisors, LLC 0.01% Add +19.8% 6,905 $255K
Main Street Financial Solutions, LLC 0.03% No change 6,870 $253K
Integrity Financial Corp 0.14% No change 6,814 $251K
Gallagher Fiduciary Advisors, LLC 0.05% No change 6,791 $251K
Comprehensive Financial Consultants Institutional, Inc. 0.09% Reduce -2.5% 6,706 $247K
Consolidated Portfolio Review Corp 0.04% No change 6,648 $245K
Prosperity Consulting Group, LLC 0.02% New 6,100 $225K
Diligent Investors, LLC 0.05% No change 5,920 $218K
Harbour Investments, Inc. 0.01% Reduce -39.2% 5,868 $216K
Armstrong, Fleming & Moore, Inc 0.13% No change 5,840 $215K
Harvest Investment Services, LLC 0.05% Reduce -0.3% 5,810 $214K
Ameritas Advisory Services, LLC 0.01% Reduce -3.8% 5,754 $212K
Sanctuary Advisors, LLC 0.00% New 5,614 $209K
Clear Creek Financial Management, LLC 0.02% No change 5,642 $208K
Ashton Thomas Private Wealth, LLC 0.01% No change 5,526 $204K
Capital Investment Advisory Services, LLC 0.02% Reduce -93.1% 4,520 $167K
Barclays PLC 0.00% Add +207.3% 3,703 $137K
Principal Securities, Inc. 0.00% No change 3,485 $129K
AE Wealth Management LLC 0.00% New 2,329 $86K
ORG Partners LLC 0.01% Reduce -33.3% 2,000 $74K
Aptus Capital Advisors, LLC 0.00% No change 2,000 $74K
IMG Wealth Management, Inc. 0.02% — 508 $19K
Cwm, LLC 0.00% No change 489 $18K
Caitlin John, LLC 0.01% Add +0.3% 353 $13K
UBS Group AG 0.00% New 315 $12K
Hazlett, Burt & Watson, Inc. 0.00% No change 214 $8K
Noble Wealth Management PBC 0.00% — 80 $3K
Coppell Advisory Solutions LLC 0.00% No change 75 $3K
Archer Investment Corp 0.00% Reduce -96.0% 36 $1K
GeoWealth Management, LLC 0.00% No change 13 $480

"% 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.