FT Vest US Equity Moderate BGDECETF

13F holders, Q4 2024 (December 31)
96holders +43
38new positions
10sold out
$33.73avg. 13F price*

At the end of Q4 2024, 96 institutions reported holding FT Vest US Equity Moderate B (GDEC) in their 13F filings, up 43 from Q3 2024. 38 opened new positions and 10 sold out. The largest holders were AE Wealth Management LLC ($99.3M), Osaic Holdings, Inc. ($15.4M) and MAI Capital Management ($11.3M).

Company
FT Vest US Equity Moderate B
Filed as
FIRST TR EXCHNG TRADED FD VI (Q4 2024)
CUSIP
33740U679
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 48Q1 2024Q2 2024: 52Q2 2024Q3 2024: 53Q3 2024Q4 2024: 96Q4 2024Q1 2025: 101Q1 2025Q2 2025: 102Q2 2025Q3 2025: 81Q3 2025Q4 2025: 107Q4 2025Q1 2026: 108Q1 2026Q2 2026: 110Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions38$146.6M
Exits10$5.0M

All 13F filers, Q3 2024 → Q4 2024: 5,162,951 shares bought and 499,167 shares sold, net +4,663,784 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 96 holders

AE Wealth Management LLC 0.84% New 2,943,493 $99.3M
Osaic Holdings, Inc. 0.03% Add +838.6% 455,526 $15.4M
MAI Capital Management 0.08% New 333,622 $11.3M
NewEdge Advisors, LLC 0.06% Add +0.6% 305,058 $10.3M
Americana Partners, LLC 0.37% Add +53.8% 266,512 $9.0M
Envestnet Asset Management Inc. 0.00% Reduce -29.0% 264,341 $8.9M
Wellment Financial 11.16% — 263,196 $8.9M
MML Investors Services, LLC 0.03% Add +7.8% 235,880 $8.0M
Raymond James Financial Inc. 0.00% — 210,342 $7.1M
Lloyd Advisory Services, LLC. 3.15% New 197,253 $6.7M
Pallas Capital Advisors LLC 0.28% Add +3.8% 195,207 $6.6M
Commonwealth Equity Services, LLC 0.01% Add +270.1% 185,846 $6.3M
Outlook Wealth Advisors, LLC 1.56% New 161,051 $5.4M
Cetera Investment Advisers 0.01% Reduce -32.4% 141,950 $4.8M
B.O.S.S. Retirement Advisors, LLC 1.02% New 107,793 $3.6M
SMART Wealth LLC 1.22% New 101,401 $3.4M
Bullseye Investment Management, LLC 2.15% Reduce -59.0% 91,410 $3.1M
Kestra Advisory Services, LLC 0.02% Add +246.9% 83,709 $2.8M
Jane Street Group, LLC 0.00% Reduce -11.1% 75,513 $2.5M
Clearstead Advisors, LLC 0.03% New 56,883 $1.9M
FWG Investments, LLC. 1.36% New 51,998 $1.8M
Howard Bailey Securities, LLC 0.63% New 50,314 $1.7M
LPL Financial LLC 0.00% Add +79.8% 47,034 $1.6M
Susquehanna International Group, LLP 0.00% Add +46.0% 46,428 $1.6M
Great Lakes Retirement, Inc. 0.17% New 38,184 $1.3M
Flagstar Securities, Inc. 0.31% Add +1.2% 37,061 $1.2M
Csenge Advisory Group 0.06% New 34,490 $1.2M
Authentikos Wealth Advisory, LLC 1.14% New 34,188 $1.2M
FSA Advisors, Inc. 1.39% New 33,618 $1.1M
Lord & Richards Wealth Management, LLC 2.32% — 32,611 $1.1M
LifeWealth Investments, LLC 0.63% — 28,344 $956K
Avidian Wealth Enterprises, LLC 0.04% Add +5.1% 26,051 $879K
Bison Wealth, LLC 0.11% — 26,009 $877K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -0.4% 25,120 $847K
Concurrent Investment Advisors, LLC 0.02% New 24,702 $833K
Atria Wealth Solutions, Inc. 0.01% Add +84.4% 23,582 $795K
Quest 10 Wealth Builders, Inc. 0.77% — 22,891 $772K
Founders Financial Securities LLC 0.06% Add +25.3% 19,005 $641K
REAP Financial Group, LLC 0.16% Reduce -1.1% 18,778 $633K
Tanglewood Legacy Advisors, LLC 0.26% Add +98.6% 17,848 $602K
Catalina Capital Group, LLC 0.18% Reduce -5.1% 16,647 $561K
HBW Advisory Services LLC 0.05% New 15,804 $533K
Uptick Partners, LLC 0.19% New 15,685 $529K
Sunbelt Securities, Inc. 0.05% Add +233.4% 15,462 $526K
Ashton Thomas Private Wealth, LLC 0.02% New 14,791 $499K
Madrona Financial Services, LLC 0.13% New 14,515 $490K
Wood Tarver Financial Group, LLC 0.15% — 13,728 $462K
Kestra Private Wealth Services, LLC 0.01% New 13,230 $446K
Kingsview Wealth Management, LLC 0.01% New 13,226 $446K
Arkadios Wealth Advisors 0.02% New 11,735 $396K
EPG Wealth Management LLC 0.10% New 11,300 $381K
Old Mission Capital LLC 0.01% Add +16.8% 11,076 $374K
Avantax Advisory Services, Inc. 0.00% New 10,810 $365K
DHJJ Financial Advisors, Ltd. 0.13% Reduce -28.6% 9,814 $331K
Blackston Financial Advisory Group, LLC 0.16% New 9,559 $322K
Lifeworks Advisors, LLC 0.05% Add +25.2% 9,010 $304K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -37.3% 8,816 $297K
Harbour Investments, Inc. 0.01% Add +118.1% 8,601 $290K
Grantvest Financial Group LLC 0.32% — 8,577 $289K
PKS Advisory Services, LLC 0.07% — 7,922 $267K
Cwm, LLC 0.00% Add +2265.9% 7,831 $264K
CoreCap Advisors, LLC 0.01% Add +20.4% 7,593 $256K
Mariner, LLC 0.00% Reduce -0.3% 7,538 $254K
Diligent Investors, LLC 0.06% New 7,500 $253K
ORG Partners LLC 0.04% Add +275.0% 7,500 $253K
AssuredPartners Investment Advisors, LLC 0.05% — 7,400 $250K
FSB Premier Wealth Management, Inc. 0.10% Add +1.1% 7,374 $249K
Kingdom Financial Group LLC. 0.17% New 7,312 $247K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -0.7% 6,850 $231K
Money Concepts Capital Corp. 0.02% No change 6,749 $228K
Gries Financial LLC 0.04% New 6,376 $215K
Sequent Planning LLC 0.08% Reduce -5.0% 6,193 $209K
Brookstone Capital Management 0.00% New 6,021 $203K
Adapt Wealth Advisors, LLC 0.10% New 6,000 $202K
Rehmann Capital Advisory Group 0.01% New 5,995 $202K
Integrity Financial Corp 0.11% Reduce -1.7% 5,484 $185K
Archer Investment Corp 0.04% Add +19.1% 4,062 $137K
Aptus Capital Advisors, LLC 0.00% New 3,500 $118K
Spire Wealth Management 0.00% New 2,500 $84K
Capital A Wealth Management, LLC 0.12% — 2,064 $70K
Transce3nd, LLC 0.02% — 2,015 $68K
Principal Securities, Inc. 0.00% No change 825 $28K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +16.4% 800 $27K
Geneos Wealth Management Inc. 0.00% New 698 $24K
Park Square Financial Group, LLC 0.01% — 600 $20K
Noble Wealth Management PBC 0.01% — 500 $17K
Pineridge Advisors LLC 0.01% New 497 $17K
UBS Group AG 0.00% Reduce -97.8% 496 $17K
Caitlin John, LLC 0.01% Add +1.7% 351 $12K
Decker Retirement Planning Inc. 0.01% — 276 $9K
Creative Financial Designs Inc. 0.00% New 233 $8K
New Millennium Group LLC 0.00% New 222 $7K
Morgan Stanley 0.00% New 200 $7K
Concourse Financial Group Securities, Inc. 0.00% Add +0.0% 150 $5K
Richard W. Paul & Associates, LLC 0.00% New 99 $3K
Lanark Financial, Inc. 0.00% — 1 $50

"% 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.