FT Vest US Equity Moderate BGAPRETF
13F holders, Q4 2024 (December 31)84holders +12
14new positions
9sold out
$37.49avg. 13F price*
At the end of Q4 2024, 84 institutions reported holding FT Vest US Equity Moderate B (GAPR) in their 13F filings, up 12 from Q3 2024. 14 opened new positions and 9 sold out. The largest holders were Raymond James Financial Inc. ($14.3M), Envestnet Asset Management Inc. ($13.8M) and New Wave Wealth Advisors LLC ($13.7M).
- Company
- FT Vest US Equity Moderate B
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q4 2024)
- CUSIP
- 33740F458
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $7.8M |
| Exits | 9 | $17.2M |
All 13F filers, Q3 2024 → Q4 2024: 424,520 shares bought and 589,801 shares sold, net −165,281 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 84 holders
| Raymond James Financial Inc. | 0.01% | — | 382,058 | $14.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +42.6% | 367,270 | $13.8M |
| New Wave Wealth Advisors LLC | 5.60% | Reduce -3.7% | 364,277 | $13.7M |
| Kestra Advisory Services, LLC | 0.06% | Reduce -4.1% | 301,660 | $11.3M |
| Captrust Financial Advisors | 0.03% | Reduce -2.2% | 268,224 | $10.1M |
| Cetera Investment Advisers | 0.02% | Add +49.5% | 209,617 | $7.9M |
| Truist Financial Corp. | 0.01% | Reduce -1.8% | 202,755 | $7.6M |
| Concurrent Investment Advisors, LLC | 0.13% | New | 125,697 | $4.7M |
| Osaic Holdings, Inc. | 0.01% | Reduce -0.4% | 120,739 | $4.5M |
| Schulz Wealth, LTD. | 3.21% | Reduce 0.0% | 111,511 | $4.2M |
| Midwest Financial Network, LLC | 3.90% | — | 99,936 | $3.7M |
| City Holding Co. | 0.39% | Reduce -0.4% | 73,625 | $2.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -20.8% | 68,096 | $2.6M |
| ARS Wealth Advisors Group, LLC | 0.31% | Reduce -1.4% | 59,927 | $2.2M |
| Americana Partners, LLC | 0.06% | Add +1.8% | 38,747 | $1.5M |
| Per Stirling Capital Management, LLC. | 0.20% | Add +7.1% | 37,718 | $1.4M |
| Keystone Wealth Services, LLC | 0.35% | No change | 35,389 | $1.3M |
| Stephens Inc. | 0.02% | Reduce -0.3% | 34,180 | $1.3M |
| CreativeOne Wealth, LLC | 0.04% | Add +111.0% | 33,840 | $1.3M |
| LPL Financial LLC | 0.00% | Reduce -1.8% | 32,470 | $1.2M |
| Strategic Blueprint, LLC | 0.07% | Reduce -0.1% | 31,881 | $1.2M |
| Bison Wealth, LLC | 0.15% | — | 31,619 | $1.2M |
| REAP Financial Group, LLC | 0.28% | Add +1.9% | 29,659 | $1.1M |
| Tanglewood Legacy Advisors, LLC | 0.46% | No change | 28,601 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Add +13.7% | 26,067 | $977K |
| Jane Street Group, LLC | 0.00% | Reduce -56.5% | 23,146 | $868K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +49.9% | 22,378 | $839K |
| Brass Tax Wealth Management, Inc. | 0.14% | Reduce -0.1% | 18,327 | $687K |
| Catalina Capital Group, LLC | 0.22% | Reduce -3.6% | 18,088 | $678K |
| Sagespring Wealth Partners, LLC | 0.02% | — | 17,660 | $662K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -1.7% | 17,230 | $646K |
| Lido Advisors, LLC | 0.00% | No change | 16,823 | $631K |
| Archer Investment Corp | 0.17% | Reduce -1.1% | 16,554 | $621K |
| Gallagher Fiduciary Advisors, LLC | 0.11% | No change | 15,409 | $578K |
| NewEdge Advisors, LLC | 0.00% | Reduce -25.3% | 14,445 | $542K |
| Sage Capital Advisors,llc | 0.14% | New | 13,991 | $525K |
| MAI Capital Management | 0.00% | Reduce -41.7% | 13,314 | $499K |
| Founders Financial Securities LLC | 0.04% | Add +35.7% | 12,949 | $485K |
| MML Investors Services, LLC | 0.00% | Reduce -10.3% | 12,729 | $477K |
| Fortress Private Ledger, LLC | 0.28% | — | 12,053 | $452K |
| Atria Investments, Inc | 0.01% | New | 12,031 | $451K |
| Main Street Financial Solutions, LLC | 0.04% | No change | 11,906 | $446K |
| Avidian Wealth Enterprises, LLC | 0.02% | No change | 11,853 | $444K |
| Atria Wealth Solutions, Inc. | 0.00% | No change | 10,834 | $406K |
| Sequent Planning LLC | 0.15% | Reduce -44.1% | 10,662 | $400K |
| International Assets Investment Management, LLC | 0.03% | New | 9,215 | $345K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -46.8% | 8,750 | $328K |
| Foundations Investment Advisors, LLC | 0.01% | No change | 8,493 | $318K |
| Stuart Chaussee & Associates, Inc. | 0.08% | No change | 8,400 | $315K |
| Old Mission Capital LLC | 0.01% | New | 7,725 | $290K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 7,410 | $278K |
| Prosperity Consulting Group, LLC | 0.02% | No change | 7,403 | $278K |
| CoreCap Advisors, LLC | 0.01% | Add +19.9% | 6,956 | $261K |
| Wedbush Securities Inc. | 0.01% | No change | 6,915 | $259K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -6.9% | 6,797 | $255K |
| Range Financial Group LLC | 0.11% | No change | 6,272 | $235K |
| Townsquare Capital LLC | 0.00% | Reduce -12.5% | 6,043 | $227K |
| VestGen Investment Management | 0.06% | New | 5,805 | $218K |
| Spire Wealth Management | 0.01% | New | 5,805 | $218K |
| Harbour Investments, Inc. | 0.01% | Add +5.1% | 5,705 | $214K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -0.1% | 5,693 | $213K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -0.1% | 5,693 | $213K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 5,678 | $213K |
| Centaurus Financial, Inc. | 0.01% | No change | 5,053 | $189K |
| Financial Network Wealth Advisors LLC | 0.33% | New | 4,677 | $175K |
| IFP Advisors, Inc | 0.01% | Add +3.5% | 4,327 | $162K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -0.6% | 4,127 | $156K |
| Global Retirement Partners, LLC | 0.00% | New | 4,035 | $151K |
| Integrity Financial Corp | 0.09% | No change | 3,986 | $149K |
| Wood Tarver Financial Group, LLC | 0.05% | — | 3,993 | $149K |
| Barclays PLC | 0.00% | Reduce -11.6% | 3,934 | $147K |
| Stonebridge Financial Group, LLC | 0.02% | — | 3,796 | $142K |
| Principal Securities, Inc. | 0.00% | No change | 3,285 | $123K |
| Kestra Investment Management, LLC | 0.00% | New | 3,012 | $113K |
| Geneos Wealth Management Inc. | 0.00% | New | 2,714 | $102K |
| Cwm, LLC | 0.00% | Reduce -0.8% | 1,882 | $71K |
| DHJJ Financial Advisors, Ltd. | 0.03% | No change | 1,887 | $71K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,031 | $39K |
| Capital Analysts, LLC | 0.00% | No change | 905 | $34K |
| IMG Wealth Management, Inc. | 0.02% | — | 672 | $25K |
| GeoWealth Management, LLC | 0.00% | New | 505 | $19K |
| Caitlin John, LLC | 0.01% | Add +0.3% | 345 | $13K |
| Noble Wealth Management PBC | 0.01% | — | 285 | $11K |
| Lanark Financial, Inc. | 0.00% | — | 1 | $37 |
"% 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.