FT Vest US Equity Moderate BGAUGETF
13F holders, Q3 2024 (September 30)78holders +27
30new positions
5sold out
$34.77avg. 13F price*
At the end of Q3 2024, 78 institutions reported holding FT Vest US Equity Moderate B (GAUG) in their 13F filings, up 27 from Q2 2024. 30 opened new positions and 5 sold out. The largest holders were Commonwealth Equity Services, LLC ($20.9M), Raymond James Financial Services Advisors, Inc. ($19.8M) and Milestone Asset Management, LLC ($10.8M).
- Company
- FT Vest US Equity Moderate B
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q3 2024)
- CUSIP
- 33740U653
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $17.5M |
| Exits | 5 | $1.5M |
All 13F filers, Q2 2024 → Q3 2024: 2,541,076 shares bought and 338,488 shares sold, net +2,202,588 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 78 holders
| Commonwealth Equity Services, LLC | 0.03% | Add +1236.4% | 599,867 | $20.9M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +761.3% | 570,578 | $19.8M |
| Milestone Asset Management, LLC | 2.42% | Add +161.5% | 309,957 | $10.8M |
| Americana Partners, LLC | 0.61% | Add +112.7% | 258,049 | $9.0M |
| Kestra Advisory Services, LLC | 0.04% | Add +134.3% | 232,512 | $8.1M |
| Raymond James & Associates | 0.00% | Add +934.8% | 217,783 | $7.6M |
| Independent Financial Group, LLC | 0.23% | Reduce -4.3% | 179,415 | $6.2M |
| Royal Bank of Canada | 0.00% | New | 154,818 | $5.4M |
| Stephens Inc. | 0.06% | Add +33.5% | 120,789 | $4.2M |
| MAI Capital Management | 0.03% | New | 99,942 | $3.5M |
| Osaic Holdings, Inc. | 0.01% | Add +106.1% | 83,170 | $2.9M |
| Synergy Asset Management, LLC | 0.40% | Reduce -71.0% | 75,048 | $2.6M |
| Cetera Investment Advisers | 0.01% | Add +7.9% | 70,805 | $2.5M |
| City Holding Co. | 0.32% | Add +37.1% | 66,550 | $2.3M |
| Tanglewood Legacy Advisors, LLC | 0.93% | Add +101.7% | 60,374 | $2.1M |
| Jane Street Group, LLC | 0.00% | Add +193.1% | 57,223 | $2.0M |
| Schulz Wealth, LTD. | 1.27% | Add +619.4% | 47,157 | $1.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +462.5% | 42,218 | $1.5M |
| Silver Oak Securities, Incorporated | 0.13% | New | 35,170 | $1.2M |
| Chris Bulman Inc | 0.80% | Reduce -3.9% | 33,875 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +173.1% | 23,421 | $814K |
| Centaurus Financial, Inc. | 0.05% | Add +247.7% | 22,648 | $787K |
| Sanctuary Advisors, LLC | 0.01% | Add +114.0% | 22,166 | $783K |
| United Capital Financial Advisors, LLC | 0.01% | New | 18,585 | $646K |
| Brookstone Capital Management | 0.01% | New | 16,841 | $586K |
| Uptick Partners, LLC | 0.23% | Add +90.7% | 15,736 | $547K |
| Bouchey Financial Group, Ltd. | 0.05% | New | 14,774 | $514K |
| Keystone Wealth Services, LLC | 0.14% | Add +12.3% | 14,706 | $511K |
| Townsquare Capital LLC | 0.01% | Add +114.6% | 14,091 | $490K |
| Susquehanna International Group, LLP | 0.00% | Reduce -67.3% | 13,612 | $473K |
| Truist Financial Corp. | 0.00% | New | 13,612 | $473K |
| Darwin Wealth Management, LLC | 0.13% | No change | 13,135 | $457K |
| Anfield Capital Management, LLC | 0.17% | Add +4.7% | 12,868 | $447K |
| Mutual Advisors, LLC | 0.01% | Add +56.0% | 12,249 | $427K |
| Founders Financial Securities LLC | 0.04% | New | 11,730 | $408K |
| Horizon Investments, LLC | 0.01% | New | 10,093 | $351K |
| FSB Premier Wealth Management, Inc. | 0.13% | New | 9,319 | $324K |
| Mayfair Advisory Group, LLC | 0.20% | New | 9,123 | $316K |
| Nations Financial Group Inc, /Ia/ | 0.02% | New | 8,973 | $312K |
| NewEdge Advisors, LLC | 0.00% | New | 8,883 | $309K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -16.9% | 8,786 | $305K |
| CreativeOne Wealth, LLC | 0.01% | New | 8,542 | $297K |
| Janney Montgomery Scott LLC | 0.00% | New | 8,293 | $288K |
| Harbour Investments, Inc. | 0.01% | Add +1537.2% | 8,186 | $285K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 8,175 | $284K |
| Crosspoint Financial, LLC | 0.96% | New | 8,000 | $278K |
| Blue Bell Private Wealth Management, LLC | 0.05% | Reduce -3.7% | 7,489 | $260K |
| Madrona Financial Services, LLC | 0.07% | New | 7,308 | $254K |
| Archer Investment Corp | 0.07% | New | 7,196 | $250K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 7,106 | $247K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +11.5% | 7,106 | $246K |
| LPL Financial LLC | 0.00% | No change | 7,006 | $244K |
| Insight Advisors, LLC/ PA | 0.04% | Reduce -39.8% | 6,880 | $239K |
| Prosperity Consulting Group, LLC | 0.02% | New | 6,737 | $234K |
| Wealthgarden F.S. LLC | 0.22% | Reduce -89.5% | 6,506 | $226K |
| Macroview Investment Management LLC | 0.22% | New | 6,500 | $226K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 6,327 | $220K |
| CoreCap Advisors, LLC | 0.01% | Add +7.5% | 6,221 | $216K |
| Diligent Investors, LLC | 0.05% | New | 6,180 | $215K |
| Focus Partners Wealth | 0.00% | No change | 6,000 | $209K |
| Integrity Financial Corp | 0.12% | Add +105.1% | 5,910 | $205K |
| REAP Financial Group, LLC | 0.04% | New | 4,375 | $152K |
| DHJJ Financial Advisors, Ltd. | 0.05% | Add +53.1% | 3,368 | $117K |
| Hazlett, Burt & Watson, Inc. | 0.04% | Reduce -1.7% | 2,375 | $83K |
| Capital Analysts, LLC | 0.00% | New | 2,281 | $79K |
| SOA Wealth Advisors, LLC. | 0.01% | New | 2,058 | $72K |
| Sunbelt Securities, Inc. | 0.01% | New | 1,770 | $62K |
| IFP Advisors, Inc | 0.00% | No change | 1,649 | $57K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +0.0% | 1,465 | $51K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -9.6% | 1,410 | $49K |
| UBS Group AG | 0.00% | Reduce -71.0% | 1,366 | $47K |
| Principal Securities, Inc. | 0.00% | Add +101.8% | 1,140 | $40K |
| Creative Financial Designs Inc. | 0.00% | New | 1,135 | $39K |
| JPMorgan Chase & Co. | 0.00% | Reduce -90.6% | 910 | $32K |
| Barclays PLC | 0.00% | New | 470 | $16K |
| Caitlin John, LLC | 0.01% | Add +3.1% | 367 | $13K |
| NFSG Corp | 0.00% | No change | 88 | $3K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 16 | $556 |
"% 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.