FT Vest US Equity Moderate BGJULETF
13F holders, Q1 2024 (March 31)71holders
$33.87avg. 13F price*
At the end of Q1 2024, 71 institutions reported holding FT Vest US Equity Moderate B (GJUL) in their 13F filings. The largest holders were Ferguson Shapiro LLC ($58.7M), Raymond James Financial Services Advisors, Inc. ($12.9M) and IFP Advisors, Inc ($12.3M).
- Company
- FT Vest US Equity Moderate B
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q1 2024)
- CUSIP
- 33740U661
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $20.7M |
| Exits | 12 | $19.1M |
Ownership 71 holders
| Ferguson Shapiro LLC | 27.02% | Reduce -10.6% | 1,732,313 | $58.7M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | New | 381,985 | $12.9M |
| IFP Advisors, Inc | 0.54% | Add +3.2% | 363,131 | $12.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.9% | 294,894 | $10.0M |
| Altfest L J & Co. Inc. | 1.38% | Add +12.0% | 287,325 | $9.7M |
| Truist Financial Corp. | 0.01% | Reduce -5.0% | 198,555 | $6.7M |
| Maltin Wealth Management, Inc. | 3.53% | Reduce -0.2% | 185,059 | $6.3M |
| Raymond James & Associates | 0.00% | New | 173,072 | $5.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -85.5% | 168,236 | $5.7M |
| Integrated Wealth Concepts LLC | 0.08% | No change | 165,685 | $5.6M |
| Cetera Investment Advisers | 0.01% | Add +264.0% | 163,306 | $5.5M |
| Cary Street Partners Investment Advisory LLC | 0.23% | Add +9.9% | 161,617 | $5.5M |
| Kestra Advisory Services, LLC | 0.03% | Add +11.7% | 143,082 | $4.8M |
| Americana Partners, LLC | 0.33% | Reduce -20.8% | 116,490 | $3.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -7.3% | 113,335 | $3.8M |
| TD Waterhouse Canada Inc. | 0.03% | Add +10.1% | 99,851 | $3.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -9.8% | 102,766 | $3.5M |
| Stephens Inc. | 0.05% | Reduce -0.7% | 88,180 | $3.0M |
| OneDigital Investment Advisors LLC | 0.04% | Add +188.4% | 69,883 | $2.4M |
| Schulz Wealth, LTD. | 1.77% | No change | 61,187 | $2.1M |
| Harbour Investments, Inc. | 0.06% | Reduce -83.4% | 50,141 | $1.7M |
| HBW Advisory Services LLC | 0.31% | No change | 50,846 | $1.6M |
| NewEdge Advisors, LLC | 0.01% | Reduce -22.2% | 46,543 | $1.6M |
| Jane Street Group, LLC | 0.00% | Reduce -23.3% | 42,880 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -6.2% | 42,351 | $1.4M |
| Pallas Capital Advisors LLC | 0.05% | Reduce -68.2% | 38,391 | $1.3M |
| City Holding Co. | 0.16% | Reduce -2.2% | 30,950 | $1.0M |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -1.2% | 29,546 | $1.0M |
| Clear Point Advisors Inc. | 0.82% | No change | 29,337 | $994K |
| LPL Financial LLC | 0.00% | New | 29,270 | $991K |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -15.9% | 27,488 | $931K |
| E&G Advisors, LLC | 0.29% | Reduce -0.4% | 27,300 | $925K |
| Tanglewood Legacy Advisors, LLC | 0.33% | No change | 19,974 | $676K |
| HRT Financial LP | 0.00% | New | 19,702 | $667K |
| Bouchey Financial Group, Ltd. | 0.07% | Add +25.1% | 19,591 | $663K |
| Sunbelt Securities, Inc. | 0.07% | No change | 18,680 | $633K |
| Guardian Wealth Advisors, LLC / NC | 0.07% | No change | 16,735 | $567K |
| Aptus Capital Advisors, LLC | 0.01% | No change | 16,735 | $567K |
| Grant Street Asset Management, Inc. | 0.18% | No change | 16,400 | $555K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -20.4% | 14,703 | $498K |
| Insight Advisors, LLC/ PA | 0.09% | Reduce -26.5% | 14,000 | $474K |
| Avidian Wealth Enterprises, LLC | 0.02% | No change | 12,693 | $430K |
| Diligent Investors, LLC | 0.10% | No change | 12,300 | $417K |
| InterOcean Capital Group, LLC | 0.01% | Reduce -14.3% | 11,655 | $395K |
| Integrity Financial Corp | 0.25% | Add +10.7% | 10,747 | $364K |
| Keystone Wealth Services, LLC | 0.10% | Reduce -0.0% | 9,434 | $319K |
| Beacon Financial Group | 0.04% | Reduce -31.4% | 9,049 | $306K |
| DHJJ Financial Advisors, Ltd. | 0.13% | No change | 8,488 | $287K |
| Old Mission Capital LLC | 0.01% | Reduce -84.6% | 8,192 | $277K |
| NorthCrest Asset Manangement, LLC | 0.01% | No change | 8,145 | $276K |
| Kestra Private Wealth Services, LLC | 0.01% | No change | 8,000 | $271K |
| Prospera Financial Services Inc | 0.01% | No change | 7,974 | $270K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 7,418 | $248K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 7,162 | $243K |
| Townsquare Capital LLC | 0.00% | No change | 6,671 | $226K |
| Financial Network Wealth Advisors LLC | 0.22% | No change | 6,671 | $226K |
| Lifeworks Advisors, LLC | 0.06% | No change | 6,566 | $222K |
| REAP Financial Group, LLC | 0.06% | Reduce -0.2% | 5,925 | $201K |
| CoreCap Advisors, LLC | 0.01% | New | 3,481 | $118K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -34.0% | 2,696 | $91K |
| Archer Investment Corp | 0.02% | Reduce -87.5% | 1,705 | $58K |
| Ameritas Investment Partners, Inc. | 0.00% | New | 1,630 | $55K |
| Wells Fargo & Company | 0.00% | New | 1,606 | $54K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 1,325 | $45K |
| Capital Analysts, LLC | 0.00% | No change | 1,304 | $44K |
| Financial Gravity Asset Management, Inc. | 0.01% | No change | 1,000 | $32K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 807 | $27K |
| UBS Group AG | 0.00% | Add +10.3% | 747 | $25K |
| Principal Securities, Inc. | 0.00% | Reduce -60.0% | 400 | $14K |
| Caitlin John, LLC | 0.01% | Reduce -2.3% | 334 | $11K |
| Sound Income Strategies, LLC | 0.00% | New | 58 | $2K |
"% of holder's portfolio" is GJUL's weight in each manager's 13F, not the share of FT Vest US Equity Moderate B the manager owns.