FT Vest US Equity Moderate BGAPRETF
13F holders, Q1 2024 (March 31)53holders
1famous investor
$33.68avg. 13F price*
At the end of Q1 2024, 53 institutions reported holding FT Vest US Equity Moderate B (GAPR) in their 13F filings. The largest holders were Captrust Financial Advisors ($10.8M), Kestra Advisory Services, LLC ($8.5M) and Envestnet Asset Management Inc. ($6.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- FT Vest US Equity Moderate B
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q1 2024)
- CUSIP
- 33740F458
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $834K |
| Exits | 6 | $14.3M |
Ownership 53 holders
| Captrust Financial Advisors | 0.04% | Reduce -7.8% | 320,390 | $10.8M |
| Kestra Advisory Services, LLC | 0.06% | Reduce -18.6% | 253,126 | $8.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -10.8% | 204,692 | $6.9M |
| Truist Financial Corp. | 0.01% | Reduce -1.8% | 199,952 | $6.7M |
| Cetera Investment Advisers | 0.01% | Add +44.1% | 125,077 | $4.2M |
| City Holding Co. | 0.36% | No change | 71,875 | $2.4M |
| Osaic Holdings, Inc. | 0.00% | Reduce -39.8% | 65,102 | $2.2M |
| ARS Wealth Advisors Group, LLC | 0.28% | Reduce -0.4% | 61,042 | $2.1M |
| Schulz Wealth, LTD. | 1.72% | Add +80.7% | 59,616 | $2.0M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -15.5% | 44,192 | $1.5M |
| Strategic Blueprint, LLC | 0.09% | Reduce -15.4% | 39,223 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -13.0% | 36,422 | $1.2M |
| Keystone Wealth Services, LLC | 0.39% | No change | 35,389 | $1.2M |
| Stephens Inc. | 0.02% | No change | 34,550 | $1.2M |
| Sequent Planning LLC | 0.41% | — | 33,610 | $1.1M |
| LPL Financial LLC | 0.00% | Add +9.4% | 28,107 | $947K |
| Bouchey Financial Group, Ltd. | 0.07% | Add +1.1% | 20,588 | $693K |
| Brass Tax Wealth Management, Inc. | 0.33% | — | 18,569 | $625K |
| NewEdge Advisors, LLC | 0.01% | Reduce -14.1% | 17,760 | $598K |
| Archer Investment Corp | 0.18% | Reduce -0.1% | 17,413 | $587K |
| OneDigital Investment Advisors LLC | 0.01% | Add +59.5% | 17,230 | $580K |
| Old Mission Capital LLC | 0.01% | Reduce -53.5% | 15,497 | $522K |
| Susquehanna International Group, LLP | 0.00% | Add +0.2% | 15,479 | $521K |
| Prosperity Financial Group, Inc. | 0.32% | No change | 15,150 | $510K |
| REAP Financial Group, LLC | 0.14% | Reduce -0.4% | 14,613 | $492K |
| Tanglewood Legacy Advisors, LLC | 0.24% | No change | 14,545 | $490K |
| Stuart Chaussee & Associates, Inc. | 0.12% | No change | 12,400 | $418K |
| Avidian Wealth Enterprises, LLC | 0.02% | No change | 11,853 | $399K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | No change | 10,094 | $340K |
| Raymond James & Associates | 0.00% | Reduce -32.2% | 9,975 | $336K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -33.5% | 9,647 | $325K |
| Foundations Investment Advisors, LLC | 0.01% | No change | 9,348 | $315K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 8,750 | $295K |
| HighTower Advisors, LLC | 0.00% | Reduce -97.9% | 8,305 | $281K |
| Atria Wealth Solutions, Inc. | 0.00% | No change | 7,895 | $266K |
| Capital Investment Advisory Services, LLC | 0.03% | Reduce -1.1% | 7,576 | $255K |
| Citadel Advisors | 0.00% | New | 7,561 | $255K |
| International Assets Investment Management, LLC | 0.02% | New | 7,000 | $236K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -0.0% | 6,592 | $222K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 6,379 | $215K |
| MML Investors Services, LLC | 0.00% | Reduce -22.8% | 6,354 | $214K |
| JPMorgan Chase & Co. | 0.00% | New | 6,188 | $208K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -6.6% | 4,774 | $161K |
| Harbour Investments, Inc. | 0.00% | Reduce -32.9% | 3,498 | $118K |
| CoreCap Advisors, LLC | 0.01% | New | 3,418 | $115K |
| Cwm, LLC | 0.00% | Reduce -0.9% | 1,196 | $40K |
| Lanark Financial, Inc. | 0.00% | No change | 1,000 | $33K |
| Integrity Financial Corp | 0.01% | New | 596 | $20K |
| IFP Advisors, Inc | 0.00% | No change | 504 | $17K |
| Principal Securities, Inc. | 0.00% | No change | 500 | $17K |
| Caitlin John, LLC | 0.01% | Reduce -2.4% | 326 | $11K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 180 | $6K |
| UBS Group AG | 0.00% | Reduce -99.0% | 18 | $606 |
"% of holder's portfolio" is GAPR's weight in each manager's 13F, not the share of FT Vest US Equity Moderate B the manager owns.