FT Vest US Equity Moderate BGAUGETF
13F holders, Q4 2024 (December 31)80holders +2
8new positions
8sold out
$35.27avg. 13F price*
At the end of Q4 2024, 80 institutions reported holding FT Vest US Equity Moderate B (GAUG) in their 13F filings, up 2 from Q3 2024. 8 opened new positions and 8 sold out. The largest holders were Raymond James Financial Inc. ($24.8M), Commonwealth Equity Services, LLC ($18.3M) and Americana Partners, LLC ($8.9M).
- Company
- FT Vest US Equity Moderate B
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q4 2024)
- CUSIP
- 33740U653
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $2.1M |
| Exits | 8 | $2.1M |
All 13F filers, Q3 2024 → Q4 2024: 184,458 shares bought and 436,374 shares sold, net −251,916 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 80 holders
| Raymond James Financial Inc. | 0.01% | — | 703,778 | $24.8M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -13.6% | 518,150 | $18.3M |
| Americana Partners, LLC | 0.36% | Reduce -2.3% | 252,089 | $8.9M |
| Wood Tarver Financial Group, LLC | 2.87% | — | 242,916 | $8.6M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -3.0% | 225,429 | $8.0M |
| Independent Financial Group, LLC | 0.21% | Reduce -0.4% | 178,680 | $6.3M |
| Royal Bank of Canada | 0.00% | Reduce -3.1% | 150,038 | $5.3M |
| Synergy Asset Management, LLC | 0.40% | Add +96.5% | 147,499 | $5.2M |
| Milestone Asset Management, LLC | 1.09% | Reduce -54.8% | 140,225 | $4.9M |
| Stephens Inc. | 0.06% | Reduce -1.7% | 118,689 | $4.2M |
| Osaic Holdings, Inc. | 0.01% | Add +2.6% | 85,342 | $3.0M |
| City Holding Co. | 0.34% | Add +0.8% | 67,100 | $2.4M |
| Tanglewood Legacy Advisors, LLC | 0.91% | Reduce -0.6% | 60,024 | $2.1M |
| MAI Capital Management | 0.02% | Reduce -40.2% | 59,742 | $2.1M |
| Cetera Investment Advisers | 0.00% | Reduce -18.6% | 57,662 | $2.0M |
| Schulz Wealth, LTD. | 1.28% | No change | 47,157 | $1.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.6% | 44,144 | $1.6M |
| Silver Oak Securities, Incorporated | 0.12% | No change | 35,170 | $1.2M |
| Brookstone Capital Management | 0.02% | Add +102.8% | 34,160 | $1.2M |
| Chris Bulman Inc | 0.74% | Reduce -2.9% | 32,906 | $1.2M |
| Old Mission Capital LLC | 0.02% | New | 29,495 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | No change | 23,421 | $826K |
| Centaurus Financial, Inc. | 0.05% | No change | 22,648 | $799K |
| Sanctuary Advisors, LLC | 0.01% | No change | 22,166 | $795K |
| LPL Financial LLC | 0.00% | Add +185.8% | 20,027 | $707K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -1.6% | 18,285 | $645K |
| Founders Financial Securities LLC | 0.05% | Add +39.2% | 16,325 | $576K |
| Uptick Partners, LLC | 0.20% | No change | 15,736 | $555K |
| Keystone Wealth Services, LLC | 0.14% | No change | 14,706 | $519K |
| Horizon Investments, LLC | 0.01% | Add +35.5% | 13,671 | $482K |
| Townsquare Capital LLC | 0.01% | Reduce -3.9% | 13,542 | $478K |
| Darwin Wealth Management, LLC | 0.16% | No change | 13,135 | $463K |
| Truist Financial Corp. | 0.00% | Reduce -4.0% | 13,071 | $461K |
| Anfield Capital Management, LLC | 0.16% | No change | 12,868 | $454K |
| Mutual Advisors, LLC | 0.01% | No change | 12,249 | $435K |
| Grantvest Financial Group LLC | 0.44% | — | 11,247 | $397K |
| Jane Street Group, LLC | 0.00% | Reduce -81.4% | 10,626 | $375K |
| IMG Wealth Management, Inc. | 0.33% | — | 9,968 | $352K |
| FSB Premier Wealth Management, Inc. | 0.13% | No change | 9,319 | $329K |
| Mayfair Advisory Group, LLC | 0.19% | No change | 9,123 | $322K |
| Nations Financial Group Inc, /Ia/ | 0.02% | No change | 8,973 | $317K |
| NewEdge Advisors, LLC | 0.00% | No change | 8,883 | $313K |
| Wolverine Trading, LLC | 0.01% | New | 8,595 | $304K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -1.1% | 8,450 | $298K |
| Harbour Investments, Inc. | 0.01% | No change | 8,186 | $289K |
| Concurrent Investment Advisors, LLC | 0.01% | No change | 8,175 | $288K |
| Goldman Sachs Group Inc. | 0.00% | New | 7,953 | $281K |
| Prosperity Consulting Group, LLC | 0.02% | Add +11.9% | 7,536 | $266K |
| CoreCap Advisors, LLC | 0.01% | Add +18.9% | 7,398 | $261K |
| Blue Bell Private Wealth Management, LLC | 0.05% | Reduce -1.5% | 7,378 | $260K |
| Madrona Financial Services, LLC | 0.07% | No change | 7,308 | $258K |
| Archer Investment Corp | 0.07% | No change | 7,196 | $254K |
| B. Riley Wealth Advisors, Inc. | 0.01% | No change | 7,106 | $251K |
| NorthCrest Asset Manangement, LLC | 0.01% | No change | 7,106 | $251K |
| Wealthgarden F.S. LLC | 0.21% | No change | 6,506 | $230K |
| Macroview Investment Management LLC | 0.23% | No change | 6,500 | $229K |
| Atria Wealth Solutions, Inc. | 0.00% | No change | 6,327 | $223K |
| Diligent Investors, LLC | 0.05% | No change | 6,180 | $218K |
| Focus Partners Wealth | 0.00% | No change | 6,000 | $212K |
| Thoroughbred Financial Services, LLC | 0.01% | New | 5,741 | $202K |
| Barclays PLC | 0.00% | Add +1058.5% | 5,445 | $192K |
| REAP Financial Group, LLC | 0.04% | No change | 4,375 | $154K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +207.6% | 4,337 | $153K |
| DHJJ Financial Advisors, Ltd. | 0.05% | No change | 3,368 | $119K |
| Financial Network Wealth Advisors LLC | 0.21% | New | 3,195 | $113K |
| Spire Wealth Management | 0.00% | New | 3,135 | $111K |
| Capital Analysts, LLC | 0.00% | No change | 2,281 | $80K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 2,058 | $73K |
| Sunbelt Securities, Inc. | 0.01% | No change | 1,770 | $63K |
| IFP Advisors, Inc | 0.00% | No change | 1,649 | $58K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +6.3% | 1,558 | $56K |
| Hazlett, Burt & Watson, Inc. | 0.02% | Reduce -42.1% | 1,375 | $49K |
| Principal Securities, Inc. | 0.00% | No change | 1,140 | $40K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,135 | $40K |
| Topsail Wealth Management, LLC | 0.01% | — | 700 | $25K |
| AE Wealth Management LLC | 0.00% | New | 685 | $24K |
| Caitlin John, LLC | 0.01% | Add +0.3% | 368 | $13K |
| JPMorgan Chase & Co. | 0.00% | Reduce -85.5% | 132 | $5K |
| NFSG Corp | 0.00% | No change | 88 | $3K |
| Truvestments Capital LLC | 0.00% | New | 75 | $3K |
"% 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.