FT Vest US Equity Moderate BGJANETF
13F holders, Q3 2024 (September 30)85holders +3
8new positions
6sold out
$37.84avg. 13F price*
At the end of Q3 2024, 85 institutions reported holding FT Vest US Equity Moderate B (GJAN) in their 13F filings, up 3 from Q2 2024. 8 opened new positions and 6 sold out. The largest holders were REAP Financial Group, LLC ($30.2M), Cetera Investment Advisers ($9.5M) and Envestnet Asset Management Inc. ($8.7M).
- Company
- FT Vest US Equity Moderate B
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q3 2024)
- CUSIP
- 33740F516
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $2.9M |
| Exits | 6 | $4.1M |
All 13F filers, Q2 2024 → Q3 2024: 438,909 shares bought and 845,212 shares sold, net −406,303 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 85 holders
| REAP Financial Group, LLC | 7.41% | Reduce -11.1% | 798,514 | $30.2M |
| Cetera Investment Advisers | 0.02% | Add +29.0% | 250,724 | $9.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +69.2% | 228,840 | $8.7M |
| Sequent Planning LLC | 2.82% | Add +5.8% | 216,106 | $8.2M |
| Milestone Asset Management, LLC | 1.61% | Add +11.4% | 188,700 | $7.1M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -50.2% | 185,877 | $7.0M |
| LPL Financial LLC | 0.00% | Add +276.1% | 176,379 | $6.7M |
| Gries Financial LLC | 1.13% | Add +9.6% | 160,034 | $6.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -12.6% | 145,975 | $5.5M |
| Commonwealth Financial Services, LLC | 0.97% | Reduce -0.3% | 130,632 | $4.9M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -9.2% | 118,672 | $4.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -10.0% | 110,176 | $4.2M |
| Schulz Wealth, LTD. | 3.04% | Reduce -1.1% | 103,886 | $3.9M |
| Americana Partners, LLC | 0.26% | Reduce -6.9% | 100,714 | $3.8M |
| Raymond James & Associates | 0.00% | Reduce -42.2% | 71,283 | $2.7M |
| LM Advisors LLC | 0.50% | Reduce -8.9% | 64,255 | $2.4M |
| HBW Advisory Services LLC | 0.34% | Add +0.4% | 61,971 | $2.3M |
| Jane Street Group, LLC | 0.00% | Add +71.9% | 60,643 | $2.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -75.0% | 57,141 | $2.2M |
| AE Wealth Management LLC | 0.02% | Reduce -5.1% | 55,274 | $2.1M |
| Corrado Advisors, LLC | 1.00% | Reduce -1.8% | 42,329 | $1.6M |
| Tanglewood Legacy Advisors, LLC | 0.65% | No change | 38,575 | $1.5M |
| Sigma Planning Corp | 0.04% | Reduce -2.5% | 35,574 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -25.5% | 34,532 | $1.3M |
| NorthCrest Asset Manangement, LLC | 0.04% | Reduce -1.7% | 31,133 | $1.2M |
| Truist Financial Corp. | 0.00% | Add +30.7% | 30,420 | $1.2M |
| Mariner, LLC | 0.00% | Reduce -4.7% | 29,657 | $1.1M |
| CreativeOne Wealth, LLC | 0.04% | New | 28,173 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.02% | No change | 27,948 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | No change | 26,475 | $1.0M |
| Advisory Services Network, LLC | 0.02% | No change | 26,725 | $986K |
| MML Investors Services, LLC | 0.00% | Reduce -3.0% | 25,405 | $962K |
| Ferguson Shapiro LLC | 0.30% | Reduce -18.4% | 21,400 | $810K |
| Ignite Planners, LLC | 0.18% | No change | 20,304 | $768K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -84.2% | 18,904 | $716K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -1.2% | 17,137 | $649K |
| BCGM Wealth Management, LLC | 0.20% | No change | 16,100 | $609K |
| Mutual Advisors, LLC | 0.02% | Reduce -0.9% | 15,660 | $595K |
| Principal Securities, Inc. | 0.01% | Reduce -0.7% | 14,005 | $530K |
| Capital Analysts, LLC | 0.02% | No change | 13,177 | $499K |
| Catalina Capital Group, LLC | 0.17% | No change | 13,115 | $496K |
| Sage Capital Advisors,llc | 0.12% | New | 12,091 | $458K |
| Harbour Investments, Inc. | 0.01% | Add +3.8% | 11,412 | $432K |
| Strategic Blueprint, LLC | 0.03% | Reduce -31.9% | 11,113 | $421K |
| Atria Investments, Inc | 0.00% | New | 10,512 | $398K |
| Old Mission Capital LLC | 0.01% | Reduce -61.0% | 10,004 | $379K |
| Founders Financial Securities LLC | 0.03% | New | 9,233 | $349K |
| NewEdge Advisors, LLC | 0.00% | Reduce -25.0% | 9,000 | $341K |
| Triumph Capital Management | 0.12% | Add +2.3% | 8,928 | $338K |
| Signal Advisors Wealth, LLC | 0.05% | Add +42.1% | 8,908 | $337K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -3.3% | 8,816 | $334K |
| Keystone Wealth Services, LLC | 0.09% | No change | 8,695 | $329K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -38.6% | 8,530 | $323K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 8,251 | $312K |
| FSB Premier Wealth Management, Inc. | 0.13% | Add +14.4% | 8,115 | $307K |
| Goldman Sachs Group Inc. | 0.00% | New | 7,002 | $265K |
| Cwm, LLC | 0.00% | Reduce -1.1% | 6,777 | $257K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -15.4% | 6,589 | $251K |
| Quad-Cities Investment Group, LLC | 0.12% | No change | 6,497 | $246K |
| Avidian Wealth Enterprises, LLC | 0.01% | No change | 6,398 | $242K |
| MAI Capital Management | 0.00% | No change | 6,344 | $240K |
| Bouchey Financial Group, Ltd. | 0.02% | Reduce -5.0% | 5,815 | $220K |
| CoreCap Advisors, LLC | 0.01% | Add +9.7% | 5,625 | $213K |
| Kraematon Investment Advisors, Inc. | 0.20% | No change | 5,435 | $206K |
| Integrity Financial Corp | 0.12% | Reduce -9.4% | 5,430 | $206K |
| Dogwood Wealth Management LLC | 0.11% | No change | 5,191 | $196K |
| JPMorgan Chase & Co. | 0.00% | No change | 4,874 | $184K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -0.2% | 2,772 | $105K |
| Sunbelt Securities, Inc. | 0.01% | No change | 2,143 | $81K |
| Creative Financial Designs Inc. | 0.01% | No change | 1,740 | $66K |
| Clear Point Advisors Inc. | 0.05% | No change | 1,617 | $61K |
| Lanark Financial, Inc. | 0.00% | No change | 1,435 | $54K |
| Private Trust Co. NA | 0.00% | No change | 1,276 | $48K |
| Archer Investment Corp | 0.01% | Reduce -0.3% | 1,172 | $44K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 1,053 | $40K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 825 | $31K |
| EPG Wealth Management LLC | 0.01% | Add +0.0% | 800 | $30K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 666 | $25K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 657 | $25K |
| UBS Group AG | 0.00% | Reduce -92.3% | 554 | $21K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 450 | $17K |
| IFP Advisors, Inc | 0.00% | No change | 404 | $15K |
| Caitlin John, LLC | 0.01% | Add +0.6% | 337 | $13K |
| Barclays PLC | 0.00% | New | 265 | $10K |
| Morgan Stanley | 0.00% | No change | 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.