FT Vest US Equity Moderate BGAUGETF
13F holders, Q1 2024 (March 31)45holders
$32.96avg. 13F price*
At the end of Q1 2024, 45 institutions reported holding FT Vest US Equity Moderate B (GAUG) in their 13F filings. The largest holders were Synergy Asset Management, LLC ($8.2M), Commonwealth Equity Services, LLC ($6.6M) and Independent Financial Group, LLC ($6.2M).
- Company
- FT Vest US Equity Moderate B
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q1 2024)
- CUSIP
- 33740U653
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $9.2M |
| Exits | 3 | $2.2M |
Ownership 45 holders
| Synergy Asset Management, LLC | 1.39% | Reduce -51.5% | 247,602 | $8.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +20.4% | 200,365 | $6.6M |
| Independent Financial Group, LLC | 0.29% | Add +0.5% | 188,850 | $6.2M |
| Cetera Investment Advisers | 0.01% | Add +556.2% | 136,487 | $4.5M |
| Americana Partners, LLC | 0.32% | Reduce -14.5% | 117,177 | $3.9M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -16.9% | 105,922 | $3.5M |
| Milestone Asset Management, LLC | 0.99% | New | 104,860 | $3.5M |
| Stephens Inc. | 0.05% | No change | 93,067 | $3.1M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | New | 83,188 | $2.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +671.6% | 78,778 | $2.6M |
| City Holding Co. | 0.24% | Reduce -2.0% | 48,550 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Reduce -82.7% | 45,445 | $1.5M |
| Tanglewood Legacy Advisors, LLC | 0.49% | No change | 29,938 | $987K |
| Summit Wealth Partners, LLC | 0.17% | Reduce -15.7% | 23,840 | $786K |
| CreativeOne Wealth, LLC | 0.03% | New | 21,827 | $719K |
| Raymond James & Associates | 0.00% | New | 21,047 | $694K |
| Mgo One Seven LLC | 0.03% | Reduce -13.2% | 19,410 | $640K |
| Darwin Wealth Management, LLC | 0.17% | No change | 18,045 | $595K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -82.1% | 15,252 | $503K |
| Sage Capital Advisors,llc | 0.14% | New | 15,058 | $496K |
| Insight Advisors, LLC/ PA | 0.10% | Reduce -21.5% | 15,038 | $496K |
| Keystone Wealth Services, LLC | 0.14% | No change | 13,101 | $432K |
| AIFG Consultants Ltd. | 0.28% | New | 11,726 | $386K |
| Avantax Advisory Services, Inc. | 0.00% | Add +1.7% | 11,125 | $367K |
| Uptick Partners, LLC | 0.21% | No change | 8,250 | $272K |
| Blue Bell Private Wealth Management, LLC | 0.06% | New | 8,000 | $264K |
| Mutual Advisors, LLC | 0.01% | No change | 7,850 | $259K |
| Truist Financial Corp. | 0.00% | Add +1.2% | 6,649 | $219K |
| Financial Network Wealth Advisors LLC | 0.22% | No change | 6,567 | $216K |
| Townsquare Capital LLC | 0.00% | No change | 6,567 | $216K |
| Schulz Wealth, LTD. | 0.18% | No change | 6,555 | $216K |
| Centaurus Financial, Inc. | 0.01% | No change | 6,514 | $215K |
| LPL Financial LLC | 0.00% | New | 6,156 | $203K |
| CoreCap Advisors, LLC | 0.01% | New | 3,490 | $115K |
| EPG Wealth Management LLC | 0.02% | New | 2,565 | $85K |
| Hazlett, Burt & Watson, Inc. | 0.05% | No change | 2,415 | $80K |
| DHJJ Financial Advisors, Ltd. | 0.03% | No change | 2,200 | $73K |
| IFP Advisors, Inc | 0.00% | No change | 1,649 | $54K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,560 | $51K |
| Principal Securities, Inc. | 0.00% | Reduce -42.1% | 1,100 | $36K |
| UBS Group AG | 0.00% | Reduce -42.3% | 619 | $20K |
| Harbour Investments, Inc. | 0.00% | Reduce -97.1% | 500 | $16K |
| Caitlin John, LLC | 0.01% | New | 339 | $11K |
| NFSG Corp | 0.00% | New | 88 | $3K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 16 | $527 |
"% of holder's portfolio" is GAUG's weight in each manager's 13F, not the share of FT Vest US Equity Moderate B the manager owns.