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Disclosery

SMAY FIRST TR EXCHNG TRADED FD VI

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FT VEST U.S (fund)

54 managers (55 13F filers) reported a position in SMAY shares at 2024-12-31, 1,541,220 shares in all. 4 filers opened a position and 7 filers sold out during the quarter.

Managers
54
13F filers
55
New
4
Added
8
Reduced
21
Sold out
7
Shares held by filers
1,541,220

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.210,842$5.23M0.01%-7,98813F-HR/ATimelineGroup
Encompass More Asset Management113,288$2.81M0.93%+23,20613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…82,479$2.04M0.03%-69,01913F-HRTimelineGroup
Cetera Investment Advisers82,191$2.04M<0.01%-30,78613F-HRTimeline
Harvest Investment Services, LLC76,816$1.9M0.47%+14,16213F-HRTimeline
Donald L. Hagan, LLC72,477$1.8M0.93%-1,16913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC71,602$1.77M<0.01%-8,14913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding65,497$1.62M-3,564Timeline
MML INVESTORS SERVICES, LLC65,469$1.62M0.01%-94,57513F-HRTimeline
Atria Wealth Solutions, Inc.65,456$1.62M0.02%-5,62713F-HRTimeline
LPL Financial LLC54,667$1.36M<0.01%-48,00213F-HRTimeline
Cambridge Investment Research Advisors,…40,497$1M<0.01%+83413F-HRTimeline
First Heartland Consultants, Inc.35,470$879K0.09%+14313F-HRTimeline
NorthCrest Asset Manangement, LLC34,888$865K0.03%013F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC32,537$807K<0.01%13F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…32,344$802K<0.01%-20,52013F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC30,064$745K0.05%-15,46513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC28,800$714K<0.01%+41813F-HRTimelineGroup
FSB PREMIER WEALTH MANAGEMENT, INC.28,650$710K0.28%-1,24013F-HRTimeline
Ignite Planners, LLC24,415$612K0.13%-1,87013F-HRTimeline
Grantvest Financial Group LLC24,438$606K0.68%13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.23,666$587K0.03%013F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC21,876$542K<0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC18,650$462K<0.01%-1,57513F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management18,570$460K0.01%new13F-HRTimelineGroup
FORTRESS PRIVATE LEDGER, LLC17,410$432K0.26%13F-HRTimeline
Avidian Wealth Enterprises, LLC16,523$410K0.02%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV16,118$400K0.03%-1013F-HRTimeline
Sigma Planning Corp15,025$372K0.01%+78513F-HRTimeline
Insight Advisors, LLC/ PA13,240$329K0.06%-5,07313F-HRTimeline
Fragasso Financial Advisors Inc12,914$320K0.02%013F-HRTimeline
Wood Tarver Financial Group, LLC11,371$281K0.09%13F-HRTimeline
SOA Wealth Advisors, LLC.9,681$240K0.04%013F-HR/ATimeline
NewEdge Advisors, LLC9,384$233K<0.01%-4,80913F-HRTimeline
United Advisor Group, LLC8,618$214K0.04%+8313F-HRTimeline
AE Wealth Management LLC8,546$212K<0.01%new13F-HRTimeline
Signal Advisors Wealth, LLC8,311$206K0.02%-2213F-HRTimeline
Geneos Wealth Management Inc.6,280$156K0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…6,019$153K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.3,827$94.9K<0.01%-87413F-HRTimeline
DHJJ Financial Advisors, Ltd.3,535$87.6K0.03%013F-HRTimeline
Larson Financial Group LLC3,374$83.6K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,254$81K<0.01%013F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC3,121$77.4K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…2,250$55.8K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,000$50K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,507$37.4K<0.01%013F-HRTimelineGroup
Noble Wealth Management PBC1,500$37.2K0.03%13F-HRTimeline
Sunbelt Securities, Inc.935$23.2K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.400$10.1K<0.01%13F-HRTimeline
CWM, LLCin group CWM, LLC239$6K<0.01%013F-HRTimelineGroup
PSI Advisors, LLC165$4.09K<0.01%-5213F-HRTimeline
Integrity Financial Corp /WA21$521<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.3$940.01%-3,79513F-HRTimeline