FT Vest US Equity Moderate BGDECETF
13F holders, Q1 2024 (March 31)48holders
$31.59avg. 13F price*
At the end of Q1 2024, 48 institutions reported holding FT Vest US Equity Moderate B (GDEC) in their 13F filings. The largest holders were Raymond James Financial Services Advisors, Inc. ($20.9M), Bullseye Investment Management, LLC ($12.7M) and NewEdge Advisors, LLC ($11.4M).
- Company
- FT Vest US Equity Moderate B
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q1 2024)
- CUSIP
- 33740U679
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $61.3M |
| Exits | 6 | $5.3M |
Ownership 48 holders
| Raymond James Financial Services Advisors, Inc. | 0.03% | New | 660,901 | $20.9M |
| Bullseye Investment Management, LLC | 7.75% | Add +5.9% | 398,340 | $12.7M |
| NewEdge Advisors, LLC | 0.10% | Add +7.2% | 362,785 | $11.4M |
| Raymond James & Associates | 0.01% | New | 332,148 | $10.5M |
| Osaic Holdings, Inc. | 0.02% | Add +706.0% | 307,311 | $9.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.6% | 234,461 | $7.4M |
| MML Investors Services, LLC | 0.03% | Add +330.2% | 222,774 | $7.0M |
| Cetera Investment Advisers | 0.02% | New | 219,211 | $6.9M |
| WealthPlan Investment Management, LLC | 1.05% | New | 218,581 | $6.9M |
| Americana Partners, LLC | 0.46% | Reduce -12.8% | 173,335 | $5.5M |
| Pallas Capital Advisors LLC | 0.16% | New | 122,100 | $3.9M |
| WealthPLAN Partners, LLC | 0.38% | New | 115,909 | $3.7M |
| Janney Montgomery Scott LLC | 0.01% | New | 88,849 | $2.8M |
| Kestra Advisory Services, LLC | 0.02% | Add +31.2% | 86,790 | $2.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +89.6% | 56,105 | $1.8M |
| OneDigital Investment Advisors LLC | 0.03% | Add +292.1% | 53,197 | $1.7M |
| Flagstar Securities, Inc. | 0.33% | Add +5.2% | 37,878 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +30.2% | 34,362 | $1.1M |
| World Equity Group, Inc. | 0.21% | New | 33,117 | $1.0M |
| LPL Financial LLC | 0.00% | New | 26,127 | $825K |
| CreativeOne Wealth, LLC | 0.03% | New | 25,639 | $809K |
| Avidian Wealth Enterprises, LLC | 0.04% | No change | 24,781 | $782K |
| REAP Financial Group, LLC | 0.21% | Add +285.1% | 24,095 | $760K |
| Cambridge Advisors Inc. | 0.15% | No change | 19,775 | $624K |
| Catalina Capital Group, LLC | 0.24% | Reduce -0.9% | 17,542 | $554K |
| Archer Investment Corp | 0.16% | Add +0.9% | 16,387 | $517K |
| Nations Financial Group Inc, /Ia/ | 0.04% | New | 14,285 | $451K |
| DHJJ Financial Advisors, Ltd. | 0.19% | New | 13,936 | $440K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 12,615 | $398K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 12,615 | $398K |
| Secured Retirement Advisors, LLC | 0.33% | New | 12,263 | $387K |
| Susquehanna International Group, LLP | 0.00% | Reduce -51.0% | 10,835 | $342K |
| Lifeworks Advisors, LLC | 0.09% | Add +13.3% | 9,854 | $311K |
| Tanglewood Legacy Advisors, LLC | 0.14% | Add +37.9% | 8,988 | $284K |
| Jane Street Group, LLC | 0.00% | New | 7,810 | $246K |
| Money Concepts Capital Corp. | 0.02% | New | 7,015 | $221K |
| Mariner, LLC | 0.00% | New | 6,883 | $217K |
| Uptick Partners, LLC | 0.16% | New | 6,450 | $204K |
| Integrity Financial Corp | 0.13% | Add +129.7% | 5,824 | $184K |
| Sunbelt Securities, Inc. | 0.02% | Add +181.3% | 4,638 | $146K |
| Harbour Investments, Inc. | 0.01% | Add +31.0% | 4,596 | $145K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 4,153 | $131K |
| CoreCap Advisors, LLC | 0.01% | New | 3,623 | $114K |
| UBS Group AG | 0.00% | New | 1,063 | $34K |
| Retirement Group, LLC | 0.01% | New | 500 | $16K |
| Cwm, LLC | 0.00% | No change | 331 | $10K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 99 | $3K |
| Allworth Financial LP | 0.00% | New | 8 | $253 |
"% of holder's portfolio" is GDEC's weight in each manager's 13F, not the share of FT Vest US Equity Moderate B the manager owns.