FT Vest US Equity Moderate BGFEBETF
13F holders, Q2 2024 (June 30)99holders +9
11new positions
3sold out
1famous investor
$35.17avg. 13F price*
At the end of Q2 2024, 99 institutions reported holding FT Vest US Equity Moderate B (GFEB) in their 13F filings, up 9 from Q1 2024. 11 opened new positions and 3 sold out. The largest holders were Raymond James Financial Services Advisors, Inc. ($58.6M), Summit Financial Wealth Advisors, LLC ($53.0M) and Osaic Holdings, Inc. ($19.5M). 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 (Q2 2024)
- CUSIP
- 33740U737
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $4.3M |
| Exits | 3 | $3.4M |
All 13F filers, Q1 2024 → Q2 2024: 312,582 shares bought and 590,506 shares sold, net −277,924 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 99 holders
| Raymond James Financial Services Advisors, Inc. | 0.08% | Add +0.4% | 1,652,545 | $58.6M |
| Summit Financial Wealth Advisors, LLC | 10.75% | Reduce -1.1% | 1,497,065 | $53.0M |
| Osaic Holdings, Inc. | 0.05% | Reduce -4.2% | 549,078 | $19.5M |
| Americana Partners, LLC | 1.40% | Reduce -0.8% | 502,253 | $17.8M |
| Cetera Investment Advisers | 0.03% | Reduce -5.6% | 418,889 | $14.8M |
| AIFG Consultants Ltd. | 6.66% | Reduce -5.9% | 252,914 | $9.0M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.5% | 251,866 | $8.9M |
| Mariner, LLC | 0.01% | Reduce -3.9% | 180,398 | $6.4M |
| Sunbelt Securities, Inc. | 0.64% | No change | 177,216 | $6.3M |
| Atria Investments, Inc | 0.08% | Reduce -8.3% | 171,196 | $6.1M |
| ODonnell Financial Services, LLC | 2.43% | Reduce -60.4% | 154,507 | $5.5M |
| Raymond James & Associates | 0.00% | Reduce -10.4% | 140,581 | $5.0M |
| Truist Financial Corp. | 0.01% | Add +8.1% | 136,567 | $4.8M |
| Comprehensive Financial Consultants Institutional, Inc. | 1.73% | Reduce -4.0% | 124,536 | $4.4M |
| Kestra Advisory Services, LLC | 0.02% | Add +0.1% | 119,058 | $4.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +10.4% | 117,981 | $4.2M |
| Milestone Asset Management, LLC | 1.01% | Add +11.9% | 114,236 | $4.0M |
| REAP Financial Group, LLC | 0.70% | Reduce -3.0% | 73,214 | $2.6M |
| Janney Montgomery Scott LLC | 0.01% | No change | 65,002 | $2.3M |
| Stephens Inc. | 0.03% | Add +0.8% | 57,768 | $2.0M |
| Tanglewood Legacy Advisors, LLC | 0.96% | Reduce -0.1% | 57,614 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Add +48.3% | 57,543 | $2.0M |
| City Holding Co. | 0.30% | Reduce -0.3% | 57,257 | $2.0M |
| Mgo One Seven LLC | 0.08% | Reduce -19.5% | 47,973 | $1.7M |
| Harbour Investments, Inc. | 0.05% | Reduce -20.6% | 45,916 | $1.6M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +10.6% | 45,062 | $1.6M |
| Donald L. Hagan, LLC | 0.76% | Reduce -6.6% | 40,557 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -2.8% | 39,254 | $1.4M |
| Arete Wealth Advisors, LLC | 0.10% | Reduce -3.9% | 35,350 | $1.3M |
| MAI Capital Management | 0.01% | No change | 33,421 | $1.2M |
| Macroview Investment Management LLC | 1.24% | Add +2.2% | 32,897 | $1.2M |
| OneDigital Investment Advisors LLC | 0.01% | Add +274.6% | 29,590 | $1.0M |
| Old Mission Capital LLC | 0.03% | New | 28,968 | $1.0M |
| Jane Street Group, LLC | 0.00% | Add +16.1% | 27,450 | $973K |
| Keystone Wealth Services, LLC | 0.30% | No change | 26,912 | $954K |
| LPL Financial LLC | 0.00% | Add +6.5% | 26,793 | $949K |
| HBW Advisory Services LLC | 0.16% | New | 26,582 | $942K |
| Mayfair Advisory Group, LLC | 0.63% | Reduce -23.3% | 25,858 | $926K |
| Sequent Planning LLC | 0.31% | Add +16.5% | 25,397 | $901K |
| Cedrus LLC | 0.45% | No change | 25,170 | $892K |
| Strategic Blueprint, LLC | 0.06% | Reduce -0.3% | 24,224 | $858K |
| Brass Tax Wealth Management, Inc. | 0.17% | Reduce -7.3% | 24,169 | $856K |
| Founders Financial Securities LLC | 0.08% | Add +15.2% | 22,994 | $815K |
| Archer Investment Corp | 0.24% | No change | 22,825 | $809K |
| Diversify Advisory Services, LLC | 0.04% | New | 21,890 | $782K |
| Encompass More Asset Management | 0.51% | Add +21.2% | 20,117 | $713K |
| RFG Advisory, LLC | 0.02% | No change | 19,776 | $701K |
| Steward Partners Investment Advisory, LLC | 0.01% | No change | 17,790 | $630K |
| Commonwealth Financial Services, LLC | 0.12% | Reduce -9.7% | 16,619 | $594K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -1.8% | 14,769 | $523K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -1.8% | 14,769 | $523K |
| Triumph Capital Management | 0.20% | Reduce -45.1% | 14,328 | $508K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -45.8% | 13,457 | $477K |
| Sanctuary Advisors, LLC | 0.00% | — | 13,554 | $462K |
| Ifrah Financial Services, Inc. | 0.12% | Reduce -5.0% | 12,164 | $431K |
| BlueChip Wealth Advisors LLC | 0.25% | No change | 11,980 | $424K |
| Focus Partners Wealth | 0.00% | New | 11,907 | $422K |
| Citadel Advisors | 0.00% | New | 11,604 | $411K |
| Raymond James Trust N.A. | 0.01% | No change | 11,200 | $397K |
| Financial Network Wealth Advisors LLC | 0.27% | Add +15.0% | 10,246 | $363K |
| JPMorgan Chase & Co. | 0.00% | Add +7.5% | 9,961 | $353K |
| Independent Financial Group, LLC | 0.01% | New | 9,870 | $350K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +47.5% | 9,550 | $338K |
| Townsquare Capital LLC | 0.00% | Add +4.5% | 9,311 | $330K |
| Cypress Wealth Services, LLC | 0.07% | No change | 9,175 | $325K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -27.9% | 8,879 | $315K |
| Financial Gravity Asset Management, Inc. | 0.07% | Reduce -51.9% | 7,800 | $276K |
| Nations Financial Group Inc, /Ia/ | 0.02% | No change | 7,477 | $265K |
| Visionary Wealth Advisors | 0.02% | No change | 7,444 | $264K |
| CoreCap Advisors, LLC | 0.03% | Add +38.3% | 7,284 | $258K |
| MML Investors Services, LLC | 0.00% | Reduce -32.3% | 7,082 | $251K |
| AE Wealth Management LLC | 0.00% | Reduce -36.8% | 7,004 | $248K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 7,000 | $248K |
| Prospera Financial Services Inc | 0.01% | No change | 6,835 | $242K |
| Gallagher Fiduciary Advisors, LLC | 0.05% | No change | 6,750 | $239K |
| Main Street Financial Solutions, LLC | 0.02% | No change | 6,588 | $233K |
| Beacon Financial Advisory LLC | 0.09% | No change | 6,455 | $229K |
| Kestra Private Wealth Services, LLC | 0.00% | No change | 6,430 | $228K |
| DHJJ Financial Advisors, Ltd. | 0.09% | No change | 6,302 | $223K |
| Bouchey Financial Group, Ltd. | 0.02% | Add +1.2% | 6,181 | $219K |
| NewEdge Advisors, LLC | 0.00% | Reduce -71.8% | 5,738 | $203K |
| Creative Financial Designs Inc. | 0.02% | No change | 5,050 | $179K |
| UBS Group AG | 0.00% | Add +5.1% | 5,007 | $177K |
| Centaurus Financial, Inc. | 0.01% | No change | 3,914 | $139K |
| Principal Securities, Inc. | 0.00% | Reduce -30.8% | 2,808 | $99K |
| Liberty Wealth Management LLC | 0.02% | New | 83,369 | $83K |
| Cwm, LLC | 0.00% | No change | 1,729 | $61K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 1,630 | $58K |
| Integrity Financial Corp | 0.03% | Add +24.3% | 1,504 | $53K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -6.0% | 1,334 | $47K |
| Capital Analysts, LLC | 0.00% | No change | 1,051 | $37K |
| International Assets Investment Management, LLC | 0.00% | New | 1,027 | $36K |
| Chris Bulman Inc | 0.02% | — | 904 | $32K |
| WR Wealth Planners, LLC | 0.01% | No change | 712 | $25K |
| Caitlin John, LLC | 0.01% | Add +3.7% | 335 | $12K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 151 | $5K |
| IFP Advisors, Inc | 0.00% | No change | 125 | $4K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.0% | 48 | $2K |
| Jones Financial Companies LLLP | 0.00% | New | 29 | $1K |
"% 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.