FT Vest US Equity Moderate BGJULETF
13F holders, Q2 2024 (June 30)72holders +1
8new positions
7sold out
1famous investor
$34.75avg. 13F price*
At the end of Q2 2024, 72 institutions reported holding FT Vest US Equity Moderate B (GJUL) in their 13F filings, up 1 from Q1 2024. 8 opened new positions and 7 sold out. The largest holders were Ferguson Shapiro LLC ($56.2M), IFP Advisors, Inc ($12.1M) and Raymond James Financial Services Advisors, Inc. ($12.0M). 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
- 33740U661
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $2.0M |
| Exits | 7 | $9.1M |
All 13F filers, Q1 2024 → Q2 2024: 100,789 shares bought and 626,382 shares sold, net −525,593 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 72 holders
| Ferguson Shapiro LLC | 22.03% | Reduce -6.7% | 1,615,914 | $56.2M |
| IFP Advisors, Inc | 0.48% | Reduce -4.4% | 346,999 | $12.1M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -9.7% | 345,034 | $12.0M |
| Altfest L J & Co. Inc. | 1.40% | Add +2.5% | 294,465 | $10.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -5.1% | 279,929 | $9.7M |
| Truist Financial Corp. | 0.01% | Reduce -0.1% | 198,408 | $6.9M |
| Integrated Wealth Concepts LLC | 0.08% | No change | 165,685 | $5.8M |
| Cary Street Partners Investment Advisory LLC | 0.22% | Reduce -1.9% | 158,552 | $5.5M |
| Raymond James & Associates | 0.00% | Reduce -9.8% | 156,122 | $5.4M |
| Cetera Investment Advisers | 0.01% | Reduce -6.6% | 152,513 | $5.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -17.8% | 138,334 | $4.8M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -7.4% | 132,500 | $4.6M |
| Americana Partners, LLC | 0.36% | Add +12.6% | 131,128 | $4.6M |
| TD Waterhouse Canada Inc. | 0.03% | Reduce -1.1% | 98,790 | $3.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -10.1% | 92,412 | $3.2M |
| Stephens Inc. | 0.05% | Reduce -0.5% | 87,780 | $3.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -25.3% | 84,713 | $2.9M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -0.9% | 69,217 | $2.4M |
| Schulz Wealth, LTD. | 1.75% | Reduce -2.6% | 59,572 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Add +22.6% | 51,943 | $1.8M |
| NewEdge Advisors, LLC | 0.01% | Reduce -1.5% | 45,853 | $1.6M |
| Jane Street Group, LLC | 0.00% | Add +5.5% | 45,226 | $1.6M |
| Harbour Investments, Inc. | 0.05% | Reduce -20.1% | 40,044 | $1.4M |
| Pallas Capital Advisors LLC | 0.06% | Reduce -1.6% | 37,765 | $1.3M |
| LPL Financial LLC | 0.00% | Add +9.4% | 32,010 | $1.1M |
| City Holding Co. | 0.16% | No change | 30,950 | $1.1M |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -1.6% | 29,077 | $1.0M |
| E&G Advisors, LLC | 0.28% | No change | 27,300 | $949K |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -25.2% | 20,555 | $714K |
| Tanglewood Legacy Advisors, LLC | 0.33% | No change | 19,974 | $694K |
| Bouchey Financial Group, Ltd. | 0.06% | Reduce -0.1% | 19,580 | $680K |
| Sunbelt Securities, Inc. | 0.07% | No change | 18,680 | $649K |
| Guardian Wealth Advisors, LLC / NC | 0.07% | No change | 16,735 | $582K |
| Aptus Capital Advisors, LLC | 0.01% | No change | 16,735 | $582K |
| Grant Street Asset Management, Inc. | 0.18% | No change | 16,400 | $570K |
| JPMorgan Chase & Co. | 0.00% | New | 15,015 | $522K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.0% | 14,403 | $501K |
| Avidian Wealth Enterprises, LLC | 0.02% | No change | 12,693 | $441K |
| Integrity Financial Corp | 0.27% | Add +15.2% | 12,383 | $430K |
| Diligent Investors, LLC | 0.11% | No change | 12,300 | $427K |
| Citadel Advisors | 0.00% | New | 11,680 | $406K |
| Focus Partners Wealth | 0.00% | New | 11,655 | $405K |
| Wealthgarden F.S. LLC | 0.39% | — | 10,675 | $371K |
| Keystone Wealth Services, LLC | 0.10% | No change | 9,434 | $328K |
| NorthCrest Asset Manangement, LLC | 0.01% | No change | 8,145 | $283K |
| Insight Advisors, LLC/ PA | 0.05% | Reduce -42.8% | 8,008 | $278K |
| Kestra Private Wealth Services, LLC | 0.01% | No change | 8,000 | $278K |
| Prospera Financial Services Inc | 0.01% | No change | 7,974 | $277K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 7,418 | $258K |
| DHJJ Financial Advisors, Ltd. | 0.11% | Reduce -13.1% | 7,378 | $256K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 7,162 | $249K |
| Financial Network Wealth Advisors LLC | 0.17% | No change | 6,671 | $232K |
| Townsquare Capital LLC | 0.00% | No change | 6,671 | $232K |
| Old Mission Capital LLC | 0.01% | Reduce -19.9% | 6,564 | $228K |
| Bullseye Investment Management, LLC | 0.15% | New | 6,200 | $216K |
| REAP Financial Group, LLC | 0.06% | Reduce -0.3% | 5,905 | $205K |
| Anfield Capital Management, LLC | 0.10% | New | 5,659 | $197K |
| CoreCap Advisors, LLC | 0.02% | Add +61.0% | 5,605 | $195K |
| Assetmark, Inc. | 0.00% | New | 3,911 | $136K |
| UBS Group AG | 0.00% | Add +416.6% | 3,859 | $134K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -0.7% | 2,676 | $93K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | New | 2,214 | $77K |
| Clear Point Advisors Inc. | 0.05% | Reduce -94.1% | 1,735 | $60K |
| Archer Investment Corp | 0.02% | No change | 1,705 | $59K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,630 | $57K |
| Wells Fargo & Company | 0.00% | No change | 1,606 | $56K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 1,325 | $46K |
| Capital Analysts, LLC | 0.00% | No change | 1,304 | $45K |
| Royal Bank of Canada | 0.00% | New | 1,114 | $39K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 807 | $28K |
| Principal Securities, Inc. | 0.00% | No change | 400 | $14K |
| Caitlin John, LLC | 0.01% | Add +3.9% | 347 | $12K |
"% 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.