FT Vest US Equity Moderate BGAPRETF
13F holders, Q3 2024 (September 30)72holders +3
8new positions
5sold out
1famous investor
$36.74avg. 13F price*
At the end of Q3 2024, 72 institutions reported holding FT Vest US Equity Moderate B (GAPR) in their 13F filings, up 3 from Q2 2024. 8 opened new positions and 5 sold out. The largest holders were New Wave Wealth Advisors LLC ($13.9M), Heritage Oak Wealth Advisors LLC ($13.9M) and Raymond James & Associates ($13.5M). 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 (Q3 2024)
- CUSIP
- 33740F458
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $17.8M |
| Exits | 5 | $1.1M |
All 13F filers, Q2 2024 → Q3 2024: 506,242 shares bought and 370,178 shares sold, net +136,064 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 72 holders
| New Wave Wealth Advisors LLC | 6.40% | Reduce -0.3% | 378,192 | $13.9M |
| Heritage Oak Wealth Advisors LLC | 6.40% | New | 378,192 | $13.9M |
| Raymond James & Associates | 0.01% | Reduce -3.1% | 368,241 | $13.5M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -3.9% | 329,814 | $12.1M |
| Kestra Advisory Services, LLC | 0.06% | Reduce -3.9% | 314,479 | $11.6M |
| Captrust Financial Advisors | 0.03% | Reduce -0.3% | 274,278 | $10.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.5% | 257,598 | $9.5M |
| Truist Financial Corp. | 0.01% | Reduce -2.2% | 206,414 | $7.6M |
| Cetera Investment Advisers | 0.01% | Reduce -4.3% | 140,209 | $5.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -7.7% | 121,207 | $4.5M |
| Schulz Wealth, LTD. | 3.17% | Reduce 0.0% | 111,513 | $4.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -72.1% | 86,003 | $3.2M |
| City Holding Co. | 0.38% | No change | 73,900 | $2.7M |
| ARS Wealth Advisors Group, LLC | 0.27% | Reduce -0.5% | 60,767 | $2.2M |
| Jane Street Group, LLC | 0.00% | New | 53,259 | $2.0M |
| Americana Partners, LLC | 0.10% | Reduce -1.0% | 38,056 | $1.4M |
| Keystone Wealth Services, LLC | 0.36% | No change | 35,389 | $1.3M |
| Per Stirling Capital Management, LLC. | 0.18% | Reduce -4.0% | 35,211 | $1.3M |
| Stephens Inc. | 0.02% | Reduce -0.5% | 34,280 | $1.3M |
| LPL Financial LLC | 0.00% | Add +0.7% | 33,061 | $1.2M |
| Strategic Blueprint, LLC | 0.07% | Reduce -16.6% | 31,911 | $1.2M |
| REAP Financial Group, LLC | 0.26% | Add +0.6% | 29,095 | $1.1M |
| Tanglewood Legacy Advisors, LLC | 0.47% | Reduce -0.9% | 28,601 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Add +33.3% | 22,920 | $842K |
| MAI Capital Management | 0.01% | Reduce -11.1% | 22,845 | $839K |
| Bouchey Financial Group, Ltd. | 0.07% | Reduce -0.0% | 21,207 | $779K |
| NewEdge Advisors, LLC | 0.00% | Reduce -38.6% | 19,341 | $711K |
| Sequent Planning LLC | 0.24% | Add +1.4% | 19,077 | $701K |
| Catalina Capital Group, LLC | 0.23% | No change | 18,756 | $689K |
| Brass Tax Wealth Management, Inc. | 0.14% | Reduce -0.9% | 18,338 | $674K |
| Bullseye Investment Management, LLC | 0.40% | Add +95.1% | 17,873 | $666K |
| OneDigital Investment Advisors LLC | 0.01% | No change | 17,530 | $644K |
| Lido Advisors, LLC | 0.00% | New | 16,823 | $618K |
| Archer Investment Corp | 0.17% | Reduce -6.0% | 16,739 | $615K |
| Steward Partners Investment Advisory, LLC | 0.01% | No change | 16,458 | $605K |
| CreativeOne Wealth, LLC | 0.02% | New | 16,039 | $589K |
| Gallagher Fiduciary Advisors, LLC | 0.11% | No change | 15,409 | $566K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.5% | 14,933 | $549K |
| MML Investors Services, LLC | 0.00% | No change | 14,189 | $521K |
| Flagstar Securities, Inc. | 0.13% | Reduce -61.4% | 14,097 | $518K |
| Citadel Advisors | 0.00% | Reduce -10.8% | 13,944 | $512K |
| Main Street Financial Solutions, LLC | 0.04% | No change | 11,906 | $437K |
| Avidian Wealth Enterprises, LLC | 0.02% | No change | 11,853 | $435K |
| Atria Wealth Solutions, Inc. | 0.00% | No change | 10,834 | $398K |
| Founders Financial Securities LLC | 0.03% | New | 9,545 | $351K |
| HBW Advisory Services LLC | 0.05% | Reduce -0.0% | 9,229 | $339K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -9.2% | 8,493 | $312K |
| Stuart Chaussee & Associates, Inc. | 0.08% | No change | 8,400 | $309K |
| Capital Investment Advisory Services, LLC | 0.03% | No change | 7,457 | $274K |
| Prosperity Consulting Group, LLC | 0.02% | New | 7,403 | $272K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -5.2% | 7,301 | $268K |
| Wedbush Securities Inc. | 0.01% | No change | 6,915 | $254K |
| Townsquare Capital LLC | 0.00% | Reduce -3.7% | 6,904 | $254K |
| Range Financial Group LLC | 0.32% | Reduce -25.5% | 6,272 | $230K |
| HighTower Advisors, LLC | 0.00% | Reduce -19.7% | 5,882 | $216K |
| CoreCap Advisors, LLC | 0.01% | Add +7.2% | 5,799 | $213K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -0.0% | 5,696 | $209K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -0.0% | 5,696 | $209K |
| Harbour Investments, Inc. | 0.01% | Add +22.8% | 5,427 | $199K |
| Centaurus Financial, Inc. | 0.01% | No change | 5,053 | $186K |
| Barclays PLC | 0.00% | New | 4,450 | $163K |
| IFP Advisors, Inc | 0.01% | No change | 4,182 | $154K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -27.5% | 4,152 | $153K |
| Integrity Financial Corp | 0.09% | No change | 3,986 | $146K |
| Principal Securities, Inc. | 0.00% | No change | 3,285 | $121K |
| Cwm, LLC | 0.00% | No change | 1,898 | $70K |
| DHJJ Financial Advisors, Ltd. | 0.03% | Add +8.3% | 1,887 | $69K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,031 | $38K |
| Lanark Financial, Inc. | 0.00% | No change | 1,000 | $36K |
| Capital Analysts, LLC | 0.00% | No change | 905 | $33K |
| Caitlin John, LLC | 0.01% | Add +2.4% | 344 | $13K |
| UBS Group AG | 0.00% | New | 45 | $2K |
"% 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.