FT Vest US Equity Moderate BGFEBETF

13F holders, Q1 2024 (March 31)
90holders
$34.43avg. 13F price*

At the end of Q1 2024, 90 institutions reported holding FT Vest US Equity Moderate B (GFEB) in their 13F filings. The largest holders were Raymond James Financial Services Advisors, Inc. ($56.7M), Summit Financial Wealth Advisors, LLC ($52.1M) and Osaic Holdings, Inc. ($19.7M).

Company
FT Vest US Equity Moderate B
Filed as
FIRST TR EXCHNG TRADED FD VI (Q1 2024)
CUSIP
33740U737
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 90Q1 2024Q2 2024: 99Q2 2024Q3 2024: 93Q3 2024Q4 2024: 95Q4 2024Q1 2025: 113Q1 2025Q2 2025: 118Q2 2025Q3 2025: 108Q3 2025Q4 2025: 109Q4 2025Q1 2026: 111Q1 2026Q2 2026: 118Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions47$118.4M
Exits1$1.4M

Ownership 90 holders

Raymond James Financial Services Advisors, Inc. 0.08% Add +67.1% 1,645,622 $56.7M
Summit Financial Wealth Advisors, LLC 10.56% New 1,513,047 $52.1M
Osaic Holdings, Inc. 0.04% Add +465.3% 573,213 $19.7M
Americana Partners, LLC 1.46% New 506,488 $17.4M
Cetera Investment Advisers 0.04% Add +420.3% 443,616 $15.3M
ODonnell Financial Services, LLC 6.15% Reduce -7.4% 389,919 $13.4M
AIFG Consultants Ltd. 6.67% New 268,808 $9.3M
Commonwealth Equity Services, LLC 0.01% Add +32.3% 253,198 $8.7M
Mariner, LLC 0.01% Add +2.0% 187,790 $6.5M
Atria Investments, Inc 0.09% Add +6.4% 186,694 $6.4M
Sunbelt Securities, Inc. 0.68% Add +5149.3% 177,216 $6.1M
Raymond James & Associates 0.00% New 156,895 $5.4M
Comprehensive Financial Consultants Institutional, Inc. 1.86% New 129,753 $4.5M
Truist Financial Corp. 0.01% Add +441.2% 126,309 $4.4M
Kestra Advisory Services, LLC 0.03% Add +119.0% 118,981 $4.1M
Envestnet Asset Management Inc. 0.00% Add +185.1% 106,828 $3.7M
Milestone Asset Management, LLC 1.00% New 102,116 $3.5M
Foundations Investment Advisors, LLC 0.08% New 84,135 $2.9M
REAP Financial Group, LLC 0.71% Reduce -0.5% 75,438 $2.6M
Janney Montgomery Scott LLC 0.01% New 65,002 $2.2M
Mgo One Seven LLC 0.11% New 59,581 $2.1M
Harbour Investments, Inc. 0.07% Add +7.9% 57,828 $2.0M
Tanglewood Legacy Advisors, LLC 0.98% Add +345.4% 57,658 $2.0M
City Holding Co. 0.30% Add +25.4% 57,457 $2.0M
Stephens Inc. 0.03% New 57,322 $2.0M
Donald L. Hagan, LLC 0.79% New 43,407 $1.5M
Atria Wealth Solutions, Inc. 0.02% New 40,758 $1.4M
Cambridge Investment Research Advisors, Inc. 0.01% Add +420.7% 40,372 $1.4M
Susquehanna International Group, LLP 0.00% Add +62.3% 38,805 $1.3M
Arete Wealth Advisors, LLC 0.12% No change 36,775 $1.3M
Mayfair Advisory Group, LLC 0.84% New 33,707 $1.2M
MAI Capital Management 0.01% New 33,421 $1.2M
Macroview Investment Management LLC 1.23% Reduce -1.9% 32,197 $1.1M
Keystone Wealth Services, LLC 0.30% Add +5.1% 26,912 $927K
Brass Tax Wealth Management, Inc. 0.47% — 26,069 $898K
Triumph Capital Management 0.37% New 26,081 $896K
Cedrus LLC 0.47% New 25,170 $867K
LPL Financial LLC 0.00% New 25,170 $867K
CreativeOne Wealth, LLC 0.03% New 24,848 $856K
Strategic Blueprint, LLC 0.06% Reduce -1.3% 24,304 $837K
Jane Street Group, LLC 0.00% Add +150.8% 23,651 $815K
EPG Wealth Management LLC 0.20% New 23,470 $808K
Archer Investment Corp 0.24% Reduce -90.7% 22,825 $786K
Sequent Planning LLC 0.27% — 21,806 $751K
NewEdge Advisors, LLC 0.01% New 20,323 $700K
Founders Financial Securities LLC 0.07% New 19,953 $687K
RFG Advisory, LLC 0.02% Add +61.6% 19,776 $681K
Steward Partners Investment Advisory, LLC 0.01% Add +45.2% 17,790 $613K
Commonwealth Financial Services, LLC 0.14% No change 18,406 $608K
Encompass More Asset Management 0.47% New 16,596 $572K
Financial Gravity Asset Management, Inc. 0.15% No change 16,200 $535K
Orion Porfolio Solutions, LLC 0.01% Add +7.9% 15,043 $518K
Orion Portfolio Solutions, LLC 0.01% Add +7.9% 15,043 $518K
Ifrah Financial Services, Inc. 0.12% New 12,799 $441K
Avantax Advisory Services, Inc. 0.00% Add +8.3% 12,316 $424K
BlueChip Wealth Advisors LLC 0.27% New 11,980 $413K
InterOcean Capital Group, LLC 0.01% New 11,907 $410K
Lincoln National Corp. 0.01% Reduce -27.2% 11,243 $387K
Raymond James Trust N.A. 0.01% New 11,200 $386K
AE Wealth Management LLC 0.00% Add +4.4% 11,079 $382K
MML Investors Services, LLC 0.00% New 10,461 $360K
JPMorgan Chase & Co. 0.00% New 9,262 $319K
Cypress Wealth Services, LLC 0.07% Reduce -8.4% 9,175 $316K
Financial Network Wealth Advisors LLC 0.31% New 8,910 $307K
Townsquare Capital LLC 0.00% New 8,910 $307K
OneDigital Investment Advisors LLC 0.00% Reduce -5.4% 7,900 $272K
Nations Financial Group Inc, /Ia/ 0.02% New 7,477 $258K
Visionary Wealth Advisors 0.02% New 7,444 $256K
Prospera Financial Services Inc 0.01% New 6,835 $235K
Gallagher Fiduciary Advisors, LLC 0.01% New 6,750 $232K
Main Street Financial Solutions, LLC 0.02% New 6,588 $227K
Kingswood Wealth Advisors, LLC 0.03% New 6,476 $223K
Beacon Financial Advisory LLC 0.11% New 6,455 $222K
Kestra Private Wealth Services, LLC 0.01% New 6,430 $221K
DHJJ Financial Advisors, Ltd. 0.10% Add +13.0% 6,302 $217K
Bouchey Financial Group, Ltd. 0.02% New 6,106 $210K
CoreCap Advisors, LLC 0.01% New 5,266 $181K
Creative Financial Designs Inc. 0.02% No change 5,050 $174K
UBS Group AG 0.00% Add +585.3% 4,763 $164K
Principal Securities, Inc. 0.00% Add +12.2% 4,058 $140K
Centaurus Financial, Inc. 0.01% New 3,914 $135K
Turtle Creek Wealth Advisors, LLC 0.03% New 2,985 $103K
Cwm, LLC 0.00% New 1,729 $60K
Capital Investment Advisory Services, LLC 0.01% No change 1,630 $56K
Concourse Financial Group Securities, Inc. 0.00% Add +0.0% 1,419 $49K
Integrity Financial Corp 0.03% Reduce -65.2% 1,210 $42K
Capital Analysts, LLC 0.00% New 1,051 $36K
WR Wealth Planners, LLC 0.01% New 712 $25K
Caitlin John, LLC 0.01% Reduce -3.0% 323 $11K
IFP Advisors, Inc 0.00% New 125 $4K

"% of holder's portfolio" is GFEB's weight in each manager's 13F, not the share of FT Vest US Equity Moderate B the manager owns.