FT Vest US Equity Moderate BGAPRETF
13F holders, Q2 2024 (June 30)69holders +16
17new positions
2sold out
1famous investor
$35.66avg. 13F price*
At the end of Q2 2024, 69 institutions reported holding FT Vest US Equity Moderate B (GAPR) in their 13F filings, up 16 from Q1 2024. 17 opened new positions and 2 sold out. The largest holders were Raymond James & Associates ($13.6M), New Wave Wealth Advisors LLC ($13.5M) and Raymond James Financial Services Advisors, Inc. ($12.2M). 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 (Q2 2024)
- CUSIP
- 33740F458
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $8.4M |
| Exits | 2 | $511K |
All 13F filers, Q1 2024 → Q2 2024: 1,559,051 shares bought and 96,094 shares sold, net +1,462,957 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 69 holders
| Raymond James & Associates | 0.01% | Add +3710.7% | 380,114 | $13.6M |
| New Wave Wealth Advisors LLC | 7.27% | — | 379,261 | $13.5M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +676.5% | 343,174 | $12.2M |
| Kestra Advisory Services, LLC | 0.07% | Add +29.3% | 327,347 | $11.7M |
| Commonwealth Equity Services, LLC | 0.02% | Add +745.8% | 308,046 | $11.0M |
| Captrust Financial Advisors | 0.03% | Reduce -14.2% | 275,069 | $9.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +24.0% | 253,855 | $9.1M |
| Truist Financial Corp. | 0.01% | Add +5.5% | 211,056 | $7.5M |
| Cetera Investment Advisers | 0.01% | Add +17.1% | 146,530 | $5.2M |
| Osaic Holdings, Inc. | 0.01% | Add +101.7% | 131,284 | $4.7M |
| Schulz Wealth, LTD. | 3.37% | Add +87.1% | 111,515 | $4.0M |
| City Holding Co. | 0.39% | Add +2.8% | 73,900 | $2.6M |
| ARS Wealth Advisors Group, LLC | 0.28% | No change | 61,042 | $2.2M |
| Americana Partners, LLC | 0.11% | New | 38,456 | $1.4M |
| Strategic Blueprint, LLC | 0.09% | Reduce -2.4% | 38,283 | $1.4M |
| Per Stirling Capital Management, LLC. | 0.21% | New | 36,687 | $1.3M |
| Flagstar Securities, Inc. | 0.36% | New | 36,523 | $1.3M |
| Keystone Wealth Services, LLC | 0.39% | No change | 35,389 | $1.3M |
| Stephens Inc. | 0.02% | Reduce -0.3% | 34,450 | $1.2M |
| LPL Financial LLC | 0.00% | Add +16.8% | 32,821 | $1.2M |
| NewEdge Advisors, LLC | 0.01% | Add +77.5% | 31,520 | $1.1M |
| REAP Financial Group, LLC | 0.28% | Add +97.9% | 28,920 | $1.0M |
| Tanglewood Legacy Advisors, LLC | 0.49% | Add +98.4% | 28,861 | $1.0M |
| MAI Capital Management | 0.01% | New | 25,687 | $916K |
| Bouchey Financial Group, Ltd. | 0.07% | Add +3.0% | 21,209 | $756K |
| Sequent Planning LLC | 0.23% | Reduce -44.0% | 18,812 | $672K |
| Catalina Capital Group, LLC | 0.25% | New | 18,756 | $669K |
| Brass Tax Wealth Management, Inc. | 0.13% | Reduce -0.4% | 18,500 | $660K |
| Archer Investment Corp | 0.19% | Add +2.3% | 17,813 | $635K |
| OneDigital Investment Advisors LLC | 0.01% | Add +1.7% | 17,530 | $625K |
| Susquehanna International Group, LLP | 0.00% | Add +11.1% | 17,191 | $613K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +88.1% | 16,458 | $587K |
| Citadel Advisors | 0.00% | Add +106.8% | 15,633 | $557K |
| Gallagher Fiduciary Advisors, LLC | 0.12% | Add +52.7% | 15,409 | $550K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +54.1% | 14,862 | $530K |
| MML Investors Services, LLC | 0.00% | Add +123.3% | 14,189 | $506K |
| Main Street Financial Solutions, LLC | 0.04% | New | 11,906 | $425K |
| Avidian Wealth Enterprises, LLC | 0.02% | No change | 11,853 | $423K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +37.2% | 10,834 | $386K |
| Foundations Investment Advisors, LLC | 0.01% | No change | 9,348 | $333K |
| HBW Advisory Services LLC | 0.05% | New | 9,230 | $329K |
| International Assets Investment Management, LLC | 0.03% | Add +31.6% | 9,215 | $329K |
| Bullseye Investment Management, LLC | 0.23% | New | 9,162 | $328K |
| Range Financial Group LLC | 0.15% | New | 8,417 | $300K |
| Stuart Chaussee & Associates, Inc. | 0.08% | Reduce -32.3% | 8,400 | $300K |
| Old Mission Capital LLC | 0.01% | Reduce -50.3% | 7,708 | $275K |
| Sunbelt Securities, Inc. | 0.03% | Add +61.4% | 7,704 | $275K |
| Capital Investment Advisory Services, LLC | 0.03% | Reduce -1.6% | 7,457 | $266K |
| HighTower Advisors, LLC | 0.00% | Reduce -11.8% | 7,325 | $261K |
| Financial Network Wealth Advisors LLC | 0.19% | New | 7,169 | $256K |
| Townsquare Capital LLC | 0.00% | New | 7,169 | $256K |
| Avantax Advisory Services, Inc. | 0.00% | Add +6.1% | 6,992 | $249K |
| Wedbush Securities Inc. | 0.01% | New | 6,915 | $247K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -10.3% | 5,724 | $204K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 5,698 | $203K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 5,698 | $203K |
| CoreCap Advisors, LLC | 0.02% | Add +58.3% | 5,409 | $193K |
| Centaurus Financial, Inc. | 0.01% | New | 5,053 | $180K |
| Harbour Investments, Inc. | 0.01% | Add +26.3% | 4,418 | $158K |
| IFP Advisors, Inc | 0.01% | Add +729.8% | 4,182 | $149K |
| Integrity Financial Corp | 0.09% | Add +568.8% | 3,986 | $142K |
| Principal Securities, Inc. | 0.00% | Add +557.0% | 3,285 | $117K |
| Cwm, LLC | 0.00% | Add +58.7% | 1,898 | $68K |
| DHJJ Financial Advisors, Ltd. | 0.03% | Add +867.8% | 1,742 | $62K |
| Creative Financial Designs Inc. | 0.00% | New | 1,031 | $37K |
| Lanark Financial, Inc. | 0.00% | No change | 1,000 | $35K |
| Capital Analysts, LLC | 0.00% | New | 905 | $32K |
| Caitlin John, LLC | 0.01% | Add +3.1% | 336 | $12K |
| JPMorgan Chase & Co. | 0.00% | Reduce -99.5% | 33 | $1K |
"% 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.