FT Vest US Equity Moderate BGJANETF
13F holders, Q4 2024 (December 31)87holders +2
11new positions
13sold out
$38.65avg. 13F price*
At the end of Q4 2024, 87 institutions reported holding FT Vest US Equity Moderate B (GJAN) in their 13F filings, up 2 from Q3 2024. 11 opened new positions and 13 sold out. The largest holders were REAP Financial Group, LLC ($29.9M), Bison Wealth, LLC ($28.4M) and Raymond James Financial Inc. ($9.4M).
- Company
- FT Vest US Equity Moderate B
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q4 2024)
- CUSIP
- 33740F516
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $1.8M |
| Exits | 13 | $5.8M |
All 13F filers, Q3 2024 → Q4 2024: 64,261 shares bought and 1,104,828 shares sold, net −1,040,567 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 87 holders
| REAP Financial Group, LLC | 7.43% | Reduce -3.0% | 774,813 | $29.9M |
| Bison Wealth, LLC | 3.48% | — | 734,966 | $28.4M |
| Raymond James Financial Inc. | 0.00% | — | 242,541 | $9.4M |
| Cetera Investment Advisers | 0.01% | Reduce -33.0% | 167,936 | $6.5M |
| Commonwealth Financial Services, LLC | 0.99% | Reduce -0.2% | 130,342 | $5.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -13.3% | 126,620 | $4.9M |
| Gries Financial LLC | 0.84% | Reduce -23.9% | 121,858 | $4.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -47.6% | 119,952 | $4.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.2% | 107,774 | $4.2M |
| Schulz Wealth, LTD. | 3.08% | No change | 103,886 | $4.0M |
| Americana Partners, LLC | 0.16% | Reduce -1.6% | 99,151 | $3.8M |
| Midwest Financial Network, LLC | 3.91% | — | 97,375 | $3.8M |
| LPL Financial LLC | 0.00% | Reduce -60.7% | 69,342 | $2.7M |
| LM Advisors LLC | 0.44% | Reduce -1.7% | 63,165 | $2.4M |
| HBW Advisory Services LLC | 0.23% | Reduce -6.4% | 58,030 | $2.2M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -57.3% | 50,696 | $2.0M |
| AE Wealth Management LLC | 0.02% | Reduce -13.3% | 47,930 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -21.8% | 44,705 | $1.7M |
| LifeWealth Investments, LLC | 1.07% | — | 41,921 | $1.6M |
| Corrado Advisors, LLC | 0.99% | Reduce -7.1% | 39,322 | $1.5M |
| Tanglewood Legacy Advisors, LLC | 0.64% | No change | 38,575 | $1.5M |
| NorthCrest Asset Manangement, LLC | 0.04% | Reduce -1.9% | 30,530 | $1.2M |
| Mariner, LLC | 0.00% | Reduce -0.2% | 29,592 | $1.1M |
| Wood Tarver Financial Group, LLC | 0.36% | — | 28,012 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +10.1% | 27,961 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -3.2% | 27,048 | $1.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | No change | 26,475 | $1.0M |
| Milestone Asset Management, LLC | 0.20% | Reduce -87.3% | 23,991 | $927K |
| Susquehanna International Group, LLP | 0.00% | Reduce -31.4% | 23,679 | $915K |
| Truist Financial Corp. | 0.00% | Reduce -26.3% | 22,417 | $866K |
| Ferguson Shapiro LLC | 0.31% | No change | 21,400 | $827K |
| Ignite Planners, LLC | 0.17% | No change | 20,304 | $786K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.6% | 18,786 | $726K |
| Noble Wealth Management PBC | 0.48% | — | 18,027 | $697K |
| Mutual Advisors, LLC | 0.02% | No change | 15,660 | $608K |
| Old Mission Capital LLC | 0.01% | Add +38.9% | 13,892 | $537K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -52.8% | 13,297 | $514K |
| Catalina Capital Group, LLC | 0.17% | No change | 13,115 | $507K |
| Founders Financial Securities LLC | 0.04% | Add +36.4% | 12,591 | $487K |
| Capital Analysts, LLC | 0.02% | Reduce -7.3% | 12,215 | $472K |
| Harbour Investments, Inc. | 0.01% | Reduce -16.3% | 9,554 | $369K |
| NewEdge Advisors, LLC | 0.00% | No change | 9,000 | $348K |
| Strategic Blueprint, LLC | 0.02% | Reduce -19.8% | 8,913 | $344K |
| Atria Wealth Solutions, Inc. | 0.00% | No change | 8,816 | $341K |
| Signal Advisors Wealth, LLC | 0.04% | Reduce -1.9% | 8,742 | $338K |
| Keystone Wealth Services, LLC | 0.09% | No change | 8,695 | $336K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -3.3% | 8,245 | $319K |
| FSB Premier Wealth Management, Inc. | 0.13% | No change | 8,115 | $314K |
| BCGM Wealth Management, LLC | 0.10% | Reduce -49.7% | 8,100 | $313K |
| Ameriprise Financial Inc. | 0.00% | New | 7,893 | $305K |
| HRT Financial LP | 0.00% | New | 7,694 | $297K |
| Triumph Capital Management | 0.10% | Reduce -15.1% | 7,577 | $293K |
| Sequent Planning LLC | 0.11% | Reduce -96.6% | 7,415 | $287K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 7,240 | $280K |
| Cwm, LLC | 0.00% | No change | 6,777 | $262K |
| Global Retirement Partners, LLC | 0.01% | New | 6,750 | $261K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -3.8% | 6,733 | $260K |
| CoreCap Advisors, LLC | 0.01% | Add +19.5% | 6,722 | $260K |
| Advisory Services Network, LLC | 0.00% | Reduce -74.9% | 6,708 | $259K |
| Avidian Wealth Enterprises, LLC | 0.01% | No change | 6,398 | $247K |
| MAI Capital Management | 0.00% | No change | 6,344 | $245K |
| Quad-Cities Investment Group, LLC | 0.12% | Reduce -4.3% | 6,217 | $240K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -64.8% | 6,041 | $233K |
| Grantvest Financial Group LLC | 0.24% | — | 5,599 | $216K |
| Kraematon Investment Advisors, Inc. | 0.21% | No change | 5,435 | $210K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 5,396 | $209K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 5,396 | $209K |
| Barclays PLC | 0.00% | Add +1801.9% | 5,040 | $195K |
| Integrity Financial Corp | 0.09% | Reduce -22.0% | 4,236 | $164K |
| Morgan Stanley | 0.00% | Add +1755.2% | 3,061 | $118K |
| Geneos Wealth Management Inc. | 0.00% | New | 3,016 | $117K |
| Sunbelt Securities, Inc. | 0.01% | No change | 2,143 | $83K |
| Creative Financial Designs Inc. | 0.01% | Reduce -4.9% | 1,654 | $64K |
| Principal Securities, Inc. | 0.00% | Reduce -88.9% | 1,560 | $60K |
| Spire Wealth Management | 0.00% | New | 1,400 | $54K |
| Private Trust Co. NA | 0.01% | No change | 1,276 | $49K |
| Archer Investment Corp | 0.01% | Reduce -0.1% | 1,171 | $45K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 1,053 | $41K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 825 | $32K |
| Financial Network Wealth Advisors LLC | 0.06% | New | 804 | $31K |
| EPG Wealth Management LLC | 0.01% | No change | 800 | $31K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 450 | $17K |
| IFP Advisors, Inc | 0.00% | No change | 404 | $16K |
| Caitlin John, LLC | 0.01% | Add +0.6% | 339 | $13K |
| Assetmark, Inc. | 0.00% | New | 72 | $3K |
| FMR LLC | 0.00% | New | 28 | $1K |
| Lanark Financial, Inc. | 0.01% | — | 1 | $55 |
"% 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.