FT Vest US Equity Moderate BGFEBETF
13F holders, Q4 2024 (December 31)95holders +2
8new positions
10sold out
1famous investor
$37.33avg. 13F price*
At the end of Q4 2024, 95 institutions reported holding FT Vest US Equity Moderate B (GFEB) in their 13F filings, up 2 from Q3 2024. 8 opened new positions and 10 sold out. The largest holders were Raymond James Financial Inc. ($17.0M), Americana Partners, LLC ($16.7M) and Osaic Holdings, Inc. ($13.7M). 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 (Q4 2024)
- CUSIP
- 33740U737
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $3.2M |
| Exits | 10 | $11.3M |
All 13F filers, Q3 2024 → Q4 2024: 153,502 shares bought and 1,773,464 shares sold, net −1,619,962 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 95 holders
| Raymond James Financial Inc. | 0.01% | — | 455,218 | $17.0M |
| Americana Partners, LLC | 0.68% | Reduce -5.1% | 445,946 | $16.7M |
| Osaic Holdings, Inc. | 0.03% | Reduce -24.4% | 366,408 | $13.7M |
| Cetera Investment Advisers | 0.02% | Reduce -12.1% | 315,678 | $11.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -4.4% | 235,116 | $8.8M |
| Mariner, LLC | 0.01% | Reduce -0.7% | 184,319 | $6.9M |
| Atria Investments, Inc | 0.08% | Reduce -1.9% | 172,711 | $6.5M |
| Milestone Asset Management, LLC | 1.03% | Add +3.9% | 124,283 | $4.6M |
| ODonnell Financial Services, LLC | 1.80% | Reduce -0.7% | 117,872 | $4.3M |
| Sunbelt Securities, Inc. | 0.30% | Reduce -48.7% | 90,916 | $3.4M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -13.0% | 88,903 | $3.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -5.0% | 84,962 | $3.2M |
| REAP Financial Group, LLC | 0.60% | Reduce -8.7% | 64,933 | $2.4M |
| Bison Wealth, LLC | 0.29% | — | 63,894 | $2.4M |
| Tanglewood Legacy Advisors, LLC | 0.92% | No change | 57,534 | $2.1M |
| City Holding Co. | 0.30% | No change | 57,057 | $2.1M |
| AIFG Consultants Ltd. | 3.44% | Reduce -76.5% | 56,386 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Add +339.2% | 53,867 | $2.0M |
| Stephens Inc. | 0.03% | Reduce -15.5% | 48,261 | $1.8M |
| Truist Financial Corp. | 0.00% | Reduce -2.0% | 47,857 | $1.8M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -44.8% | 34,887 | $1.3M |
| LPL Financial LLC | 0.00% | Add +23.5% | 34,534 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -13.0% | 33,208 | $1.2M |
| MAI Capital Management | 0.01% | Add +6.1% | 33,118 | $1.2M |
| Macroview Investment Management LLC | 1.25% | Reduce -1.0% | 32,963 | $1.2M |
| Founders Financial Securities LLC | 0.11% | Add +11.7% | 32,569 | $1.2M |
| Arete Wealth Advisors, LLC | 0.09% | Reduce -9.6% | 31,950 | $1.2M |
| Harbour Investments, Inc. | 0.03% | Reduce -18.6% | 31,796 | $1.2M |
| CreativeOne Wealth, LLC | 0.04% | No change | 30,724 | $1.1M |
| Old Mission Capital LLC | 0.03% | Reduce -29.0% | 29,088 | $1.1M |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -18.6% | 27,225 | $1.0M |
| Keystone Wealth Services, LLC | 0.26% | Reduce -0.0% | 25,807 | $964K |
| Arax Advisory Partners | 0.06% | New | 25,437 | $950K |
| Brass Tax Wealth Management, Inc. | 0.19% | Reduce -1.2% | 23,879 | $892K |
| Arkadios Wealth Advisors | 0.04% | New | 21,670 | $809K |
| Strategic Blueprint, LLC | 0.05% | Reduce -0.4% | 21,512 | $803K |
| IMG Wealth Management, Inc. | 0.67% | — | 19,404 | $725K |
| Two Sigma Securities, LLC | 0.13% | Add +59.6% | 18,880 | $705K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -3.3% | 17,200 | $642K |
| EPG Wealth Management LLC | 0.16% | Reduce -17.6% | 16,700 | $624K |
| Diversify Advisory Services, LLC | 0.03% | Reduce -21.1% | 16,690 | $623K |
| RFG Advisory, LLC | 0.02% | Reduce -16.0% | 16,603 | $620K |
| Commonwealth Financial Services, LLC | 0.12% | Reduce -3.4% | 16,013 | $598K |
| Citadel Advisors | 0.00% | Reduce -29.5% | 14,999 | $560K |
| Bullseye Investment Management, LLC | 0.39% | New | 14,967 | $558K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -1.7% | 14,258 | $533K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -1.7% | 14,258 | $533K |
| Avantra Family Wealth, Inc. | 0.49% | — | 13,929 | $520K |
| Triumph Capital Management | 0.17% | Reduce -7.5% | 13,298 | $497K |
| Independent Financial Group, LLC | 0.02% | Add +17.4% | 12,503 | $467K |
| Focus Partners Wealth | 0.00% | No change | 11,907 | $445K |
| Ifrah Financial Services, Inc. | 0.12% | Reduce -1.5% | 11,863 | $443K |
| Jane Street Group, LLC | 0.00% | Reduce -86.9% | 11,383 | $425K |
| BlueChip Wealth Advisors LLC | 0.22% | Reduce -9.9% | 10,790 | $403K |
| Townsquare Capital LLC | 0.00% | Reduce -8.1% | 8,561 | $320K |
| Summit Financial Wealth Advisors, LLC | 0.06% | Reduce -98.9% | 8,151 | $308K |
| Grantvest Financial Group LLC | 0.34% | — | 8,253 | $308K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -73.3% | 7,900 | $295K |
| Mayfair Advisory Group, LLC | 0.17% | Reduce -6.0% | 7,759 | $290K |
| Nations Financial Group Inc, /Ia/ | 0.02% | No change | 7,477 | $279K |
| Visionary Wealth Advisors | 0.02% | No change | 7,444 | $278K |
| Kestra Private Wealth Services, LLC | 0.00% | No change | 7,430 | $278K |
| Financial Network Wealth Advisors LLC | 0.50% | New | 7,181 | $268K |
| CoreCap Advisors, LLC | 0.01% | Add +20.4% | 6,960 | $260K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 6,804 | $254K |
| Gallagher Fiduciary Advisors, LLC | 0.05% | No change | 6,750 | $252K |
| NewEdge Advisors, LLC | 0.00% | No change | 6,738 | $252K |
| AE Wealth Management LLC | 0.00% | Reduce -4.9% | 6,663 | $249K |
| Main Street Financial Solutions, LLC | 0.02% | No change | 6,588 | $246K |
| Beacon Financial Advisory LLC | 0.08% | No change | 6,455 | $241K |
| MML Investors Services, LLC | 0.00% | Reduce -9.2% | 6,428 | $240K |
| Prospera Financial Services Inc | 0.01% | Reduce -6.7% | 6,380 | $238K |
| UBS Group AG | 0.00% | Reduce -43.1% | 6,347 | $237K |
| Sequent Planning LLC | 0.09% | Reduce -80.3% | 6,235 | $233K |
| DHJJ Financial Advisors, Ltd. | 0.09% | Reduce -4.0% | 6,052 | $226K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -10.2% | 5,872 | $222K |
| Grant Street Asset Management, Inc. | 0.06% | New | 5,859 | $219K |
| Barclays PLC | 0.00% | Add +1.1% | 5,540 | $207K |
| Wood Tarver Financial Group, LLC | 0.07% | — | 5,305 | $198K |
| Stonebridge Financial Group, LLC | 0.02% | — | 5,112 | $191K |
| JPMorgan Chase & Co. | 0.00% | Reduce -54.2% | 5,016 | $187K |
| ORG Partners LLC | 0.02% | New | 3,250 | $121K |
| Centaurus Financial, Inc. | 0.01% | Reduce -21.5% | 3,074 | $115K |
| Principal Securities, Inc. | 0.00% | No change | 2,808 | $105K |
| Murphy & Mullick Capital Management Corp | 0.06% | — | 1,750 | $65K |
| Cwm, LLC | 0.00% | No change | 1,729 | $65K |
| Integrity Financial Corp | 0.03% | No change | 1,504 | $56K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 1,334 | $50K |
| Archer Investment Corp | 0.01% | Reduce -1.2% | 1,242 | $46K |
| Capital Analysts, LLC | 0.00% | No change | 1,051 | $39K |
| Financial Gravity Companies, Inc. | 0.01% | No change | 900 | $34K |
| WR Wealth Planners, LLC | 0.01% | No change | 712 | $27K |
| Caitlin John, LLC | 0.01% | Add +0.3% | 341 | $13K |
| IFP Advisors, Inc | 0.00% | No change | 125 | $5K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 2 | $75 |
"% 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.