FT Vest US Equity Moderate BGDECETF
13F holders, Q3 2024 (September 30)53holders +1
9new positions
7sold out
1famous investor
$33.27avg. 13F price*
At the end of Q3 2024, 53 institutions reported holding FT Vest US Equity Moderate B (GDEC) in their 13F filings, up 1 from Q2 2024. 9 opened new positions and 7 sold out. The largest holders were Envestnet Asset Management Inc. ($12.4M), NewEdge Advisors, LLC ($10.1M) and Bullseye Investment Management, LLC ($7.5M). 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 (Q3 2024)
- CUSIP
- 33740U679
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $5.1M |
| Exits | 7 | $4.1M |
All 13F filers, Q2 2024 → Q3 2024: 457,837 shares bought and 1,082,421 shares sold, net −624,584 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 53 holders
| Envestnet Asset Management Inc. | 0.00% | Add +60.3% | 372,336 | $12.4M |
| NewEdge Advisors, LLC | 0.07% | Reduce -21.6% | 303,312 | $10.1M |
| Bullseye Investment Management, LLC | 4.51% | Reduce -28.8% | 222,849 | $7.5M |
| MML Investors Services, LLC | 0.03% | Add +0.0% | 218,907 | $7.3M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -63.7% | 212,223 | $7.0M |
| Cetera Investment Advisers | 0.02% | Add +64.5% | 209,924 | $7.0M |
| Pallas Capital Advisors LLC | 0.27% | Add +23.6% | 188,106 | $6.3M |
| Americana Partners, LLC | 0.39% | Reduce -7.7% | 173,259 | $5.8M |
| Jane Street Group, LLC | 0.00% | New | 84,907 | $2.8M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -3.3% | 51,433 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.5% | 50,218 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Reduce -20.2% | 48,531 | $1.6M |
| Raymond James & Associates | 0.00% | Reduce -84.4% | 47,744 | $1.6M |
| Flagstar Securities, Inc. | 0.31% | Add +4.8% | 36,615 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Add +89.2% | 31,809 | $1.1M |
| LPL Financial LLC | 0.00% | Add +0.1% | 26,152 | $868K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -19.8% | 25,211 | $837K |
| Avidian Wealth Enterprises, LLC | 0.04% | No change | 24,781 | $823K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -72.1% | 24,128 | $801K |
| UBS Group AG | 0.00% | Add +364.9% | 22,280 | $740K |
| CreativeOne Wealth, LLC | 0.02% | New | 22,013 | $731K |
| Citadel Advisors | 0.00% | Add +11.4% | 20,500 | $681K |
| REAP Financial Group, LLC | 0.15% | Reduce -1.1% | 18,980 | $630K |
| Catalina Capital Group, LLC | 0.20% | No change | 17,542 | $582K |
| Sage Capital Advisors,llc | 0.14% | New | 16,584 | $551K |
| Cambridge Advisors Inc. | 0.11% | Reduce -22.5% | 15,325 | $509K |
| Founders Financial Securities LLC | 0.05% | Add +89.9% | 15,169 | $504K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +8.8% | 14,057 | $467K |
| Atria Investments, Inc | 0.01% | New | 14,023 | $466K |
| DHJJ Financial Advisors, Ltd. | 0.18% | No change | 13,736 | $456K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -1.0% | 12,788 | $425K |
| Old Mission Capital LLC | 0.01% | Reduce -81.8% | 9,481 | $315K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -34.8% | 9,315 | $309K |
| Tanglewood Legacy Advisors, LLC | 0.13% | No change | 8,988 | $298K |
| Mariner, LLC | 0.00% | Add +9.8% | 7,558 | $251K |
| FSB Premier Wealth Management, Inc. | 0.10% | New | 7,296 | $242K |
| Lifeworks Advisors, LLC | 0.05% | Reduce -18.7% | 7,199 | $239K |
| B. Riley Wealth Advisors, Inc. | 0.01% | No change | 6,900 | $229K |
| Money Concepts Capital Corp. | 0.02% | No change | 6,749 | $224K |
| Sequent Planning LLC | 0.07% | New | 6,517 | $216K |
| CoreCap Advisors, LLC | 0.01% | Add +7.9% | 6,309 | $209K |
| Integrity Financial Corp | 0.11% | Reduce -2.0% | 5,579 | $185K |
| Sunbelt Securities, Inc. | 0.02% | No change | 4,638 | $154K |
| Harbour Investments, Inc. | 0.00% | Reduce -11.2% | 3,943 | $131K |
| Archer Investment Corp | 0.03% | No change | 3,412 | $113K |
| ORG Partners LLC | 0.01% | New | 2,000 | $66K |
| Principal Securities, Inc. | 0.00% | Reduce -34.5% | 825 | $27K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Reduce -4.8% | 687 | $23K |
| Wells Fargo & Company | 0.00% | New | 389 | $13K |
| Caitlin John, LLC | 0.01% | Add +7.1% | 345 | $12K |
| Cwm, LLC | 0.00% | No change | 331 | $11K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 99 | $3K |
| Barclays PLC | 0.00% | New | 60 | $2K |
"% 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.