FT Vest US Equity Moderate BGAUGETF
13F holders, Q2 2024 (June 30)51holders +6
9new positions
5sold out
$33.69avg. 13F price*
At the end of Q2 2024, 51 institutions reported holding FT Vest US Equity Moderate B (GAUG) in their 13F filings, up 6 from Q1 2024. 9 opened new positions and 5 sold out. The largest holders were Synergy Asset Management, LLC ($8.7M), Independent Financial Group, LLC ($6.3M) and Americana Partners, LLC ($4.1M).
- Company
- FT Vest US Equity Moderate B
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q2 2024)
- CUSIP
- 33740U653
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $4.0M |
| Exits | 5 | $2.6M |
All 13F filers, Q1 2024 → Q2 2024: 155,086 shares bought and 432,081 shares sold, net −276,995 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 51 holders
| Synergy Asset Management, LLC | 1.37% | Add +4.6% | 258,897 | $8.7M |
| Independent Financial Group, LLC | 0.25% | Reduce -0.7% | 187,558 | $6.3M |
| Americana Partners, LLC | 0.32% | Add +3.5% | 121,337 | $4.1M |
| Milestone Asset Management, LLC | 1.00% | Add +13.0% | 118,515 | $4.0M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -6.3% | 99,221 | $3.3M |
| Stephens Inc. | 0.05% | Reduce -2.8% | 90,455 | $3.0M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -20.4% | 66,250 | $2.2M |
| Cetera Investment Advisers | 0.01% | Reduce -51.9% | 65,608 | $2.2M |
| Wealthgarden F.S. LLC | 2.20% | — | 62,023 | $2.1M |
| City Holding Co. | 0.24% | No change | 48,550 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -77.6% | 44,888 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | New | 41,612 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Reduce -11.2% | 40,358 | $1.4M |
| Chris Bulman Inc | 0.81% | — | 35,243 | $1.2M |
| Tanglewood Legacy Advisors, LLC | 0.48% | No change | 29,938 | $1.0M |
| Raymond James & Associates | 0.00% | No change | 21,047 | $709K |
| Jane Street Group, LLC | 0.00% | New | 19,523 | $657K |
| Old Mission Capital LLC | 0.02% | New | 17,410 | $586K |
| Mgo One Seven LLC | 0.03% | Reduce -18.9% | 15,747 | $530K |
| Darwin Wealth Management, LLC | 0.22% | Reduce -27.2% | 13,135 | $442K |
| Keystone Wealth Services, LLC | 0.14% | No change | 13,101 | $441K |
| Anfield Capital Management, LLC | 0.20% | New | 12,293 | $414K |
| Insight Advisors, LLC/ PA | 0.07% | Reduce -24.0% | 11,435 | $385K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -4.9% | 10,575 | $356K |
| Sanctuary Advisors, LLC | 0.00% | — | 10,356 | $340K |
| JPMorgan Chase & Co. | 0.00% | New | 9,706 | $327K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -43.8% | 8,577 | $289K |
| Uptick Partners, LLC | 0.21% | No change | 8,250 | $272K |
| Mutual Advisors, LLC | 0.01% | No change | 7,850 | $266K |
| Blue Bell Private Wealth Management, LLC | 0.05% | Reduce -2.8% | 7,778 | $262K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -90.5% | 7,506 | $253K |
| LPL Financial LLC | 0.00% | Add +13.8% | 7,006 | $236K |
| Financial Network Wealth Advisors LLC | 0.17% | No change | 6,567 | $221K |
| Townsquare Capital LLC | 0.00% | No change | 6,567 | $221K |
| Schulz Wealth, LTD. | 0.19% | No change | 6,555 | $221K |
| Centaurus Financial, Inc. | 0.01% | No change | 6,514 | $219K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 6,373 | $215K |
| Focus Partners Wealth | 0.00% | New | 6,000 | $202K |
| CoreCap Advisors, LLC | 0.02% | Add +65.8% | 5,786 | $195K |
| UBS Group AG | 0.00% | Add +662.2% | 4,718 | $159K |
| International Assets Investment Management, LLC | 0.01% | New | 2,916 | $98K |
| Integrity Financial Corp | 0.06% | New | 2,881 | $97K |
| Hazlett, Burt & Watson, Inc. | 0.04% | No change | 2,415 | $81K |
| DHJJ Financial Advisors, Ltd. | 0.03% | No change | 2,200 | $74K |
| IFP Advisors, Inc | 0.00% | No change | 1,649 | $56K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,560 | $53K |
| Principal Securities, Inc. | 0.00% | Reduce -48.6% | 565 | $19K |
| Harbour Investments, Inc. | 0.00% | No change | 500 | $17K |
| Caitlin John, LLC | 0.01% | Add +5.0% | 356 | $12K |
| NFSG Corp | 0.00% | No change | 88 | $3K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 16 | $539 |
"% 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.