FT Vest US Equity Moderate BGJANETF
13F holders, Q1 2024 (March 31)82holders
1famous investor
$35.84avg. 13F price*
At the end of Q1 2024, 82 institutions reported holding FT Vest US Equity Moderate B (GJAN) in their 13F filings. The largest holders were REAP Financial Group, LLC ($34.6M), Milestone Asset Management, LLC ($16.2M) and Raymond James Financial Services Advisors, Inc. ($13.4M). 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 (Q1 2024)
- CUSIP
- 33740F516
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $54.9M |
| Exits | 3 | $3.1M |
Ownership 82 holders
| REAP Financial Group, LLC | 9.50% | Reduce -3.1% | 964,993 | $34.6M |
| Milestone Asset Management, LLC | 4.64% | New | 452,332 | $16.2M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +1608.6% | 374,330 | $13.4M |
| Archer Investment Corp | 3.13% | Add +35003.7% | 288,903 | $10.4M |
| Osaic Holdings, Inc. | 0.02% | Add +458.6% | 241,266 | $8.7M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | New | 229,449 | $8.2M |
| Cetera Investment Advisers | 0.02% | Add +139.8% | 227,306 | $8.2M |
| Sequent Planning LLC | 2.95% | — | 227,016 | $8.1M |
| Raymond James & Associates | 0.00% | Add +743.7% | 141,324 | $5.1M |
| Kestra Advisory Services, LLC | 0.03% | Add +1587.5% | 136,690 | $4.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +69.8% | 134,844 | $4.8M |
| Commonwealth Financial Services, LLC | 1.05% | No change | 129,229 | $4.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +198.6% | 123,200 | $4.4M |
| Gries Financial LLC | 0.72% | New | 120,672 | $4.3M |
| Janney Montgomery Scott LLC | 0.01% | New | 119,857 | $4.3M |
| Americana Partners, LLC | 0.33% | New | 110,623 | $4.0M |
| Schulz Wealth, LTD. | 3.25% | Add +341.2% | 106,020 | $3.8M |
| AE Wealth Management LLC | 0.03% | Reduce -69.8% | 67,802 | $2.4M |
| LM Advisors LLC | 0.41% | Add +6.0% | 64,865 | $2.3M |
| World Equity Group, Inc. | 0.38% | New | 51,443 | $1.8M |
| LPL Financial LLC | 0.00% | Add +140.8% | 44,383 | $1.6M |
| Corrado Advisors, LLC | 1.03% | New | 43,699 | $1.6M |
| Sigma Planning Corp | 0.04% | New | 38,839 | $1.4M |
| Tanglewood Legacy Advisors, LLC | 0.68% | Add +131.5% | 38,575 | $1.4M |
| Strategic Blueprint, LLC | 0.09% | Add +84.5% | 35,421 | $1.3M |
| NorthCrest Asset Manangement, LLC | 0.04% | Add +2.8% | 31,683 | $1.1M |
| MML Investors Services, LLC | 0.00% | New | 30,816 | $1.1M |
| Mariner, LLC | 0.00% | Add +17.1% | 30,556 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.02% | New | 27,948 | $1.0M |
| Advisory Services Network, LLC | 0.02% | New | 27,475 | $986K |
| NewEdge Advisors, LLC | 0.01% | Add +20.2% | 26,828 | $963K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +1495.2% | 26,225 | $941K |
| Ferguson Shapiro LLC | 0.43% | New | 26,211 | $940K |
| Jane Street Group, LLC | 0.00% | New | 24,743 | $888K |
| Signal Advisors Wealth, LLC | 0.22% | New | 24,716 | $887K |
| Truist Financial Corp. | 0.00% | Add +93.3% | 22,888 | $821K |
| Ignite Planners, LLC | 0.20% | New | 20,304 | $728K |
| WealthPLAN Partners, LLC | 0.07% | New | 18,924 | $679K |
| BCGM Wealth Management, LLC | 0.21% | No change | 16,100 | $578K |
| Mutual Advisors, LLC | 0.02% | Add +18.1% | 15,920 | $571K |
| Cedar Brook Financial Partners, LLC | 0.11% | Add +89.2% | 15,600 | $560K |
| Principal Securities, Inc. | 0.02% | New | 14,880 | $534K |
| Susquehanna International Group, LLP | 0.00% | Add +24.8% | 13,845 | $497K |
| Capital Analysts, LLC | 0.02% | New | 13,177 | $473K |
| Catalina Capital Group, LLC | 0.20% | New | 13,115 | $471K |
| Harbour Investments, Inc. | 0.02% | Add +307.8% | 12,971 | $465K |
| CreativeOne Wealth, LLC | 0.02% | New | 12,540 | $450K |
| Citadel Advisors | 0.00% | New | 12,468 | $447K |
| Old Mission Capital LLC | 0.01% | New | 12,253 | $440K |
| Avantax Advisory Services, Inc. | 0.00% | Add +29.7% | 10,632 | $381K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +0.8% | 10,004 | $359K |
| OneDigital Investment Advisors LLC | 0.01% | New | 9,550 | $343K |
| FSB Premier Wealth Management, Inc. | 0.15% | New | 8,930 | $320K |
| Triumph Capital Management | 0.13% | New | 8,909 | $319K |
| Lincoln National Corp. | 0.01% | New | 8,849 | $318K |
| Keystone Wealth Services, LLC | 0.10% | Add +13.7% | 8,695 | $312K |
| Cwm, LLC | 0.00% | New | 6,873 | $247K |
| Quad-Cities Investment Group, LLC | 0.14% | New | 6,497 | $233K |
| Integrity Financial Corp | 0.16% | New | 6,491 | $233K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +9.9% | 6,398 | $230K |
| MAI Capital Management | 0.00% | New | 6,344 | $228K |
| Bouchey Financial Group, Ltd. | 0.02% | Add +4.7% | 6,123 | $220K |
| Secured Retirement Advisors, LLC | 0.18% | New | 6,009 | $216K |
| Capital Investment Advisory Services, LLC | 0.02% | Reduce -14.0% | 5,567 | $200K |
| Dogwood Wealth Management LLC | 0.13% | New | 5,191 | $186K |
| CoreCap Advisors, LLC | 0.01% | New | 3,226 | $116K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +0.2% | 2,778 | $100K |
| Sunbelt Securities, Inc. | 0.01% | New | 2,143 | $77K |
| Creative Financial Designs Inc. | 0.01% | Reduce -6.3% | 1,740 | $62K |
| Clear Point Advisors Inc. | 0.05% | Add +50.4% | 1,617 | $58K |
| Morgan Stanley | 0.00% | Add +800.0% | 1,485 | $53K |
| Lanark Financial, Inc. | 0.00% | New | 1,435 | $51K |
| Private Trust Co. NA | 0.00% | New | 1,276 | $46K |
| UBS Group AG | 0.00% | Reduce -46.6% | 1,148 | $41K |
| DHJJ Financial Advisors, Ltd. | 0.02% | Add +37.6% | 1,053 | $38K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 825 | $30K |
| EPG Wealth Management LLC | 0.01% | No change | 800 | $29K |
| Pinnacle Bancorp, Inc. | 0.00% | New | 450 | $16K |
| NorthRock Partners, LLC | 0.00% | New | 409 | $15K |
| IFP Advisors, Inc | 0.00% | No change | 404 | $14K |
| Caitlin John, LLC | 0.01% | Reduce -1.9% | 312 | $11K |
| Future Financial Wealth Managment LLC | 0.01% | New | 258 | $9K |
"% of holder's portfolio" is GJAN's weight in each manager's 13F, not the share of FT Vest US Equity Moderate B the manager owns.