FT Vest US Equity Moderate BGDECETF
13F holders, Q2 2024 (June 30)52holders +4
9new positions
5sold out
1famous investor
$32.48avg. 13F price*
At the end of Q2 2024, 52 institutions reported holding FT Vest US Equity Moderate B (GDEC) in their 13F filings, up 4 from Q1 2024. 9 opened new positions and 5 sold out. The largest holders were Raymond James Financial Services Advisors, Inc. ($18.9M), NewEdge Advisors, LLC ($12.5M) and Bullseye Investment Management, LLC ($10.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- FT Vest US Equity Moderate B
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q2 2024)
- CUSIP
- 33740U679
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $3.2M |
| Exits | 5 | $12.7M |
All 13F filers, Q1 2024 → Q2 2024: 180,851 shares bought and 969,164 shares sold, net −788,313 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 52 holders
| Raymond James Financial Services Advisors, Inc. | 0.03% | Reduce -11.6% | 584,026 | $18.9M |
| NewEdge Advisors, LLC | 0.09% | Add +6.7% | 386,972 | $12.5M |
| Bullseye Investment Management, LLC | 7.12% | Reduce -21.4% | 313,038 | $10.3M |
| Raymond James & Associates | 0.01% | Reduce -8.0% | 305,688 | $9.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.9% | 232,299 | $7.5M |
| MML Investors Services, LLC | 0.03% | Reduce -1.8% | 218,857 | $7.1M |
| Americana Partners, LLC | 0.48% | Add +8.3% | 187,757 | $6.1M |
| Pallas Capital Advisors LLC | 0.22% | Add +24.7% | 152,213 | $5.0M |
| Cetera Investment Advisers | 0.01% | Reduce -41.8% | 127,608 | $4.1M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -0.3% | 86,548 | $2.8M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -3.3% | 85,956 | $2.8M |
| Osaic Holdings, Inc. | 0.00% | Reduce -80.2% | 60,783 | $2.0M |
| OneDigital Investment Advisors LLC | 0.02% | No change | 53,197 | $1.7M |
| Old Mission Capital LLC | 0.04% | New | 51,965 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -10.1% | 50,449 | $1.6M |
| Flagstar Securities, Inc. | 0.31% | Reduce -7.7% | 34,955 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -8.5% | 31,432 | $1.0M |
| LPL Financial LLC | 0.00% | No change | 26,127 | $847K |
| Avidian Wealth Enterprises, LLC | 0.04% | No change | 24,781 | $804K |
| Cambridge Advisors Inc. | 0.15% | No change | 19,775 | $641K |
| REAP Financial Group, LLC | 0.17% | Reduce -20.4% | 19,185 | $622K |
| Citadel Advisors | 0.00% | New | 18,401 | $597K |
| Catalina Capital Group, LLC | 0.22% | No change | 17,542 | $569K |
| Susquehanna International Group, LLP | 0.00% | Add +55.1% | 16,809 | $545K |
| Nations Financial Group Inc, /Ia/ | 0.04% | No change | 14,285 | $463K |
| DHJJ Financial Advisors, Ltd. | 0.19% | Reduce -1.4% | 13,736 | $445K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +2.4% | 12,918 | $419K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +2.4% | 12,918 | $419K |
| Wolverine Trading, LLC | 0.01% | New | 11,507 | $373K |
| Secured Retirement Advisors, LLC | 0.28% | Reduce -8.1% | 11,275 | $366K |
| Optivise Advisory Services LLC | 0.19% | — | 10,728 | $348K |
| Tanglewood Legacy Advisors, LLC | 0.14% | No change | 8,988 | $291K |
| Lifeworks Advisors, LLC | 0.08% | Reduce -10.1% | 8,859 | $287K |
| Founders Financial Securities LLC | 0.02% | New | 7,987 | $259K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 6,900 | $224K |
| Mariner, LLC | 0.00% | No change | 6,883 | $223K |
| Money Concepts Capital Corp. | 0.02% | Reduce -3.8% | 6,749 | $219K |
| Uptick Partners, LLC | 0.16% | No change | 6,450 | $204K |
| CoreCap Advisors, LLC | 0.02% | Add +61.4% | 5,848 | $190K |
| Integrity Financial Corp | 0.12% | Reduce -2.2% | 5,696 | $185K |
| UBS Group AG | 0.00% | Add +350.8% | 4,792 | $155K |
| Sunbelt Securities, Inc. | 0.02% | No change | 4,638 | $150K |
| Harbour Investments, Inc. | 0.00% | Reduce -3.4% | 4,441 | $144K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 4,153 | $135K |
| Archer Investment Corp | 0.03% | Reduce -79.2% | 3,412 | $111K |
| Principal Securities, Inc. | 0.00% | New | 1,260 | $41K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 722 | $23K |
| Financial Network Wealth Advisors LLC | 0.01% | New | 531 | $17K |
| Cwm, LLC | 0.00% | No change | 331 | $11K |
| Caitlin John, LLC | 0.01% | New | 322 | $10K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 99 | $3K |
| Allworth Financial LP | 0.00% | No change | 8 | $261 |
"% 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.