FT Vest US Equity Moderate BGJANETF
13F holders, Q2 2024 (June 30)82holders
7new positions
7sold out
1famous investor
$36.91avg. 13F price*
At the end of Q2 2024, 82 institutions reported holding FT Vest US Equity Moderate B (GJAN) in their 13F filings, unchanged from Q1 2024. 7 opened new positions and 7 sold out. The largest holders were REAP Financial Group, LLC ($33.1M), Raymond James Financial Services Advisors, Inc. ($13.8M) and Cambridge Investment Research Advisors, Inc. ($8.4M). 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 (Q2 2024)
- CUSIP
- 33740F516
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $3.7M |
| Exits | 7 | $2.4M |
All 13F filers, Q1 2024 → Q2 2024: 210,502 shares bought and 953,903 shares sold, net −743,401 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 82 holders
| REAP Financial Group, LLC | 8.92% | Reduce -6.9% | 898,387 | $33.1M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -0.3% | 373,348 | $13.8M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -0.4% | 228,541 | $8.4M |
| Sequent Planning LLC | 2.58% | Reduce -10.0% | 204,362 | $7.5M |
| Cetera Investment Advisers | 0.02% | Reduce -14.5% | 194,411 | $7.2M |
| Milestone Asset Management, LLC | 1.56% | Reduce -62.5% | 169,392 | $6.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -30.8% | 166,951 | $6.2M |
| Gries Financial LLC | 1.11% | Add +21.1% | 146,087 | $5.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.3% | 135,223 | $5.0M |
| Commonwealth Financial Services, LLC | 1.00% | Add +1.4% | 130,984 | $4.9M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -4.4% | 130,732 | $4.8M |
| Raymond James & Associates | 0.00% | Reduce -12.7% | 123,329 | $4.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.6% | 122,464 | $4.5M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.2% | 119,665 | $4.4M |
| Americana Partners, LLC | 0.31% | Reduce -2.2% | 108,214 | $4.0M |
| Schulz Wealth, LTD. | 3.28% | Reduce -0.9% | 105,035 | $3.9M |
| LM Advisors LLC | 0.52% | Add +8.7% | 70,524 | $2.6M |
| HBW Advisory Services LLC | 0.38% | New | 61,750 | $2.3M |
| AE Wealth Management LLC | 0.02% | Reduce -14.1% | 58,228 | $2.1M |
| World Equity Group, Inc. | 0.54% | Reduce -4.1% | 49,335 | $1.8M |
| LPL Financial LLC | 0.00% | Add +5.7% | 46,892 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Add +234.7% | 46,341 | $1.7M |
| Corrado Advisors, LLC | 1.03% | Reduce -1.4% | 43,105 | $1.6M |
| Tanglewood Legacy Advisors, LLC | 0.67% | No change | 38,575 | $1.4M |
| Optivise Advisory Services LLC | 0.77% | — | 38,476 | $1.4M |
| Sigma Planning Corp | 0.04% | Reduce -6.0% | 36,503 | $1.3M |
| Jane Street Group, LLC | 0.00% | Add +42.5% | 35,271 | $1.3M |
| NorthCrest Asset Manangement, LLC | 0.04% | No change | 31,683 | $1.2M |
| Mariner, LLC | 0.00% | Add +1.8% | 31,111 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.02% | No change | 27,948 | $1.0M |
| Advisory Services Network, LLC | 0.02% | Reduce -2.7% | 26,725 | $986K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.9% | 26,475 | $977K |
| Ferguson Shapiro LLC | 0.38% | No change | 26,211 | $967K |
| MML Investors Services, LLC | 0.00% | Reduce -15.0% | 26,198 | $967K |
| Old Mission Capital LLC | 0.02% | Add +109.6% | 25,678 | $947K |
| Truist Financial Corp. | 0.00% | Add +1.7% | 23,279 | $859K |
| Ignite Planners, LLC | 0.18% | No change | 20,304 | $753K |
| OneDigital Investment Advisors LLC | 0.01% | Add +81.6% | 17,339 | $640K |
| Strategic Blueprint, LLC | 0.04% | Reduce -53.9% | 16,326 | $602K |
| BCGM Wealth Management, LLC | 0.21% | No change | 16,100 | $594K |
| Mutual Advisors, LLC | 0.02% | Reduce -0.8% | 15,800 | $585K |
| Principal Securities, Inc. | 0.01% | Reduce -5.2% | 14,105 | $520K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 13,895 | $513K |
| Capital Analysts, LLC | 0.02% | No change | 13,177 | $486K |
| Catalina Capital Group, LLC | 0.18% | No change | 13,115 | $484K |
| NewEdge Advisors, LLC | 0.00% | Reduce -55.3% | 12,000 | $443K |
| Harbour Investments, Inc. | 0.01% | Reduce -15.2% | 10,998 | $406K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -8.9% | 9,116 | $336K |
| Citadel Advisors | 0.00% | Reduce -29.9% | 8,744 | $323K |
| Triumph Capital Management | 0.13% | Reduce -2.1% | 8,725 | $322K |
| Keystone Wealth Services, LLC | 0.10% | No change | 8,695 | $321K |
| Diversify Advisory Services, LLC | 0.02% | New | 7,789 | $289K |
| UBS Group AG | 0.00% | Add +529.5% | 7,227 | $267K |
| FSB Premier Wealth Management, Inc. | 0.12% | Reduce -20.6% | 7,094 | $262K |
| Secured Retirement Advisors, LLC | 0.20% | Add +17.7% | 7,075 | $261K |
| Cwm, LLC | 0.00% | Reduce -0.3% | 6,850 | $253K |
| Quad-Cities Investment Group, LLC | 0.13% | No change | 6,497 | $240K |
| Avidian Wealth Enterprises, LLC | 0.01% | No change | 6,398 | $236K |
| MAI Capital Management | 0.00% | No change | 6,344 | $234K |
| Signal Advisors Wealth, LLC | 0.51% | Reduce -74.6% | 6,270 | $231K |
| Bouchey Financial Group, Ltd. | 0.02% | Add +0.0% | 6,124 | $225K |
| Integrity Financial Corp | 0.14% | Reduce -7.6% | 5,996 | $221K |
| Kraematon Investment Advisors, Inc. | 0.20% | New | 5,435 | $201K |
| Dogwood Wealth Management LLC | 0.12% | No change | 5,191 | $192K |
| CoreCap Advisors, LLC | 0.02% | Add +59.0% | 5,128 | $189K |
| JPMorgan Chase & Co. | 0.00% | New | 4,874 | $180K |
| Financial Network Wealth Advisors LLC | 0.10% | New | 3,680 | $136K |
| International Assets Investment Management, LLC | 0.01% | New | 2,857 | $105K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 2,778 | $102K |
| Sunbelt Securities, Inc. | 0.01% | No change | 2,143 | $79K |
| Creative Financial Designs Inc. | 0.01% | No change | 1,740 | $64K |
| Clear Point Advisors Inc. | 0.05% | No change | 1,617 | $60K |
| Lanark Financial, Inc. | 0.00% | No change | 1,435 | $52K |
| Private Trust Co. NA | 0.01% | No change | 1,276 | $47K |
| Archer Investment Corp | 0.01% | Reduce -99.6% | 1,175 | $43K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 1,053 | $39K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 825 | $30K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -88.0% | 666 | $25K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 450 | $17K |
| IFP Advisors, Inc | 0.00% | No change | 404 | $15K |
| Caitlin John, LLC | 0.01% | Add +7.4% | 335 | $12K |
| Morgan Stanley | 0.00% | Reduce -88.9% | 165 | $6K |
"% 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.