FT Vest US Equity Moderate BGFEBETF
13F holders, Q3 2024 (September 30)93holders −6
4new positions
11sold out
1famous investor
$36.52avg. 13F price*
At the end of Q3 2024, 93 institutions reported holding FT Vest US Equity Moderate B (GFEB) in their 13F filings, down 6 from Q2 2024. 4 opened new positions and 11 sold out. The largest holders were Summit Financial Wealth Advisors, LLC ($27.2M), Osaic Holdings, Inc. ($17.7M) and Americana Partners, LLC ($17.2M). 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
- 33740U737
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.3M |
| Exits | 11 | $1.7M |
All 13F filers, Q2 2024 → Q3 2024: 240,999 shares bought and 2,626,043 shares sold, net −2,385,044 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 93 holders
| Summit Financial Wealth Advisors, LLC | 5.10% | Reduce -50.3% | 744,387 | $27.2M |
| Osaic Holdings, Inc. | 0.04% | Reduce -11.8% | 484,409 | $17.7M |
| Americana Partners, LLC | 1.17% | Reduce -6.5% | 469,805 | $17.2M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -74.2% | 426,810 | $15.6M |
| Cetera Investment Advisers | 0.03% | Reduce -14.2% | 359,266 | $13.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.4% | 245,917 | $9.0M |
| AIFG Consultants Ltd. | 6.66% | Reduce -5.1% | 239,982 | $8.8M |
| Mariner, LLC | 0.01% | Add +2.9% | 185,638 | $6.8M |
| Sunbelt Securities, Inc. | 0.63% | No change | 177,216 | $6.5M |
| Atria Investments, Inc | 0.08% | Add +2.9% | 176,113 | $6.4M |
| Raymond James & Associates | 0.00% | Reduce -13.8% | 121,223 | $4.4M |
| Milestone Asset Management, LLC | 0.98% | Add +4.7% | 119,618 | $4.4M |
| Comprehensive Financial Consultants Institutional, Inc. | 1.59% | Reduce -4.3% | 119,215 | $4.4M |
| ODonnell Financial Services, LLC | 1.76% | Reduce -23.2% | 118,703 | $4.3M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -14.2% | 102,199 | $3.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -24.2% | 89,413 | $3.3M |
| Jane Street Group, LLC | 0.01% | Add +216.0% | 86,750 | $3.2M |
| REAP Financial Group, LLC | 0.64% | Reduce -2.9% | 71,095 | $2.6M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -2.7% | 63,227 | $2.3M |
| Encompass More Asset Management | 0.81% | Add +189.9% | 58,326 | $2.1M |
| Tanglewood Legacy Advisors, LLC | 0.93% | Reduce -0.1% | 57,534 | $2.1M |
| Stephens Inc. | 0.03% | Reduce -1.1% | 57,142 | $2.1M |
| City Holding Co. | 0.29% | Reduce -0.3% | 57,057 | $2.1M |
| Truist Financial Corp. | 0.00% | Reduce -64.2% | 48,859 | $1.8M |
| Donald L. Hagan, LLC | 0.91% | Add +20.4% | 48,830 | $1.8M |
| Old Mission Capital LLC | 0.03% | Add +41.5% | 40,983 | $1.5M |
| Harbour Investments, Inc. | 0.04% | Reduce -15.0% | 39,044 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.8% | 38,157 | $1.4M |
| Mgo One Seven LLC | 0.06% | Reduce -22.5% | 37,190 | $1.4M |
| Arete Wealth Advisors, LLC | 0.11% | No change | 35,350 | $1.3M |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -25.8% | 33,460 | $1.2M |
| Macroview Investment Management LLC | 1.19% | Add +1.2% | 33,290 | $1.2M |
| Sequent Planning LLC | 0.40% | Add +24.7% | 31,667 | $1.2M |
| MAI Capital Management | 0.01% | Reduce -6.6% | 31,204 | $1.1M |
| CreativeOne Wealth, LLC | 0.04% | Add +128.3% | 30,724 | $1.1M |
| OneDigital Investment Advisors LLC | 0.01% | No change | 29,590 | $1.1M |
| Founders Financial Securities LLC | 0.10% | Add +26.8% | 29,146 | $1.1M |
| LPL Financial LLC | 0.00% | Add +4.3% | 27,955 | $1.0M |
| Keystone Wealth Services, LLC | 0.26% | Reduce -4.1% | 25,812 | $943K |
| Cedrus LLC | 0.34% | No change | 25,170 | $919K |
| Brass Tax Wealth Management, Inc. | 0.19% | No change | 24,169 | $883K |
| Strategic Blueprint, LLC | 0.05% | Reduce -10.8% | 21,602 | $789K |
| Diversify Advisory Services, LLC | 0.04% | Reduce -3.4% | 21,140 | $778K |
| Citadel Advisors | 0.00% | Add +83.5% | 21,287 | $777K |
| EPG Wealth Management LLC | 0.19% | Add +0.0% | 20,270 | $740K |
| RFG Advisory, LLC | 0.02% | No change | 19,776 | $722K |
| HRT Financial LP | 0.00% | New | 18,818 | $687K |
| Steward Partners Investment Advisory, LLC | 0.01% | No change | 17,790 | $650K |
| Commonwealth Financial Services, LLC | 0.12% | Reduce -0.3% | 16,577 | $604K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -1.8% | 14,511 | $530K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -1.8% | 14,511 | $530K |
| Triumph Capital Management | 0.19% | Add +0.4% | 14,384 | $525K |
| HBW Advisory Services LLC | 0.08% | Reduce -47.0% | 14,097 | $515K |
| Susquehanna International Group, LLP | 0.00% | Reduce -78.7% | 12,266 | $448K |
| Ifrah Financial Services, Inc. | 0.12% | Reduce -1.0% | 12,042 | $440K |
| BlueChip Wealth Advisors LLC | 0.23% | No change | 11,980 | $438K |
| Focus Partners Wealth | 0.00% | No change | 11,907 | $435K |
| Two Sigma Securities, LLC | 0.03% | New | 11,826 | $432K |
| Raymond James Trust N.A. | 0.01% | No change | 11,200 | $409K |
| UBS Group AG | 0.00% | Add +122.9% | 11,160 | $408K |
| JPMorgan Chase & Co. | 0.00% | Add +10.0% | 10,961 | $400K |
| Independent Financial Group, LLC | 0.01% | Add +7.9% | 10,646 | $389K |
| Townsquare Capital LLC | 0.00% | No change | 9,311 | $340K |
| Mayfair Advisory Group, LLC | 0.19% | Reduce -68.1% | 8,259 | $301K |
| Nations Financial Group Inc, /Ia/ | 0.02% | No change | 7,477 | $273K |
| Visionary Wealth Advisors | 0.02% | No change | 7,444 | $272K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +15.6% | 7,430 | $271K |
| MML Investors Services, LLC | 0.00% | No change | 7,082 | $259K |
| AE Wealth Management LLC | 0.00% | No change | 7,004 | $256K |
| Prospera Financial Services Inc | 0.01% | No change | 6,835 | $250K |
| Gallagher Fiduciary Advisors, LLC | 0.05% | No change | 6,750 | $247K |
| NewEdge Advisors, LLC | 0.00% | Add +17.4% | 6,738 | $246K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -51.8% | 6,540 | $243K |
| Main Street Financial Solutions, LLC | 0.02% | No change | 6,588 | $241K |
| Beacon Financial Advisory LLC | 0.08% | No change | 6,455 | $236K |
| DHJJ Financial Advisors, Ltd. | 0.09% | No change | 6,302 | $230K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -30.9% | 6,138 | $224K |
| CoreCap Advisors, LLC | 0.01% | Reduce -20.6% | 5,780 | $211K |
| Barclays PLC | 0.00% | New | 5,482 | $200K |
| Creative Financial Designs Inc. | 0.02% | No change | 5,050 | $184K |
| Centaurus Financial, Inc. | 0.01% | No change | 3,914 | $143K |
| Principal Securities, Inc. | 0.00% | No change | 2,808 | $103K |
| Cwm, LLC | 0.00% | No change | 1,729 | $63K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 1,630 | $60K |
| Integrity Financial Corp | 0.03% | No change | 1,504 | $55K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 1,334 | $49K |
| Archer Investment Corp | 0.01% | Reduce -94.5% | 1,257 | $46K |
| Capital Analysts, LLC | 0.00% | No change | 1,051 | $38K |
| Financial Gravity Companies, Inc. | 0.01% | — | 900 | $33K |
| WR Wealth Planners, LLC | 0.01% | No change | 712 | $26K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 350 | $13K |
| Caitlin John, LLC | 0.01% | Add +1.5% | 340 | $13K |
| IFP Advisors, Inc | 0.00% | No change | 125 | $5K |
"% 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.