FT Vest US Equity Moderate BGJULETF
13F holders, Q3 2024 (September 30)103holders +31
34new positions
4sold out
1famous investor
$36.03avg. 13F price*
At the end of Q3 2024, 103 institutions reported holding FT Vest US Equity Moderate B (GJUL) in their 13F filings, up 31 from Q2 2024. 34 opened new positions and 4 sold out. The largest holders were Ferguson Shapiro LLC ($19.2M), Raymond James Financial Services Advisors, Inc. ($17.5M) and Lifestyle Asset Management, Inc. ($17.4M). 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 (Q3 2024)
- CUSIP
- 33740U661
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $31.1M |
| Exits | 4 | $4.3M |
All 13F filers, Q2 2024 → Q3 2024: 2,529,096 shares bought and 1,477,323 shares sold, net +1,051,773 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 103 holders
| Ferguson Shapiro LLC | 7.16% | Reduce -67.0% | 532,778 | $19.2M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +40.6% | 485,161 | $17.5M |
| Lifestyle Asset Management, Inc. | 9.62% | New | 483,666 | $17.4M |
| Osaic Holdings, Inc. | 0.03% | Add +178.5% | 385,244 | $13.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +34.6% | 376,891 | $13.6M |
| IFP Advisors, Inc | 0.45% | Add +0.5% | 348,733 | $12.6M |
| Truist Financial Corp. | 0.02% | Add +50.5% | 298,681 | $10.8M |
| Americana Partners, LLC | 0.67% | Add +107.8% | 272,430 | $9.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +185.3% | 263,694 | $9.5M |
| Janney Montgomery Scott LLC | 0.03% | Add +1726.7% | 263,093 | $9.5M |
| Raymond James & Associates | 0.01% | Add +52.2% | 237,686 | $8.6M |
| Cetera Investment Advisers | 0.02% | Add +36.0% | 207,392 | $7.5M |
| Kestra Advisory Services, LLC | 0.04% | Add +48.3% | 196,510 | $7.1M |
| Cary Street Partners Investment Advisory LLC | 0.23% | Add +9.1% | 172,924 | $6.2M |
| Integrated Wealth Concepts LLC | 0.07% | Add +0.3% | 166,158 | $6.0M |
| Schulz Wealth, LTD. | 2.70% | Add +62.9% | 97,060 | $3.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +13.9% | 96,527 | $3.5M |
| Altfest L J & Co. Inc. | 0.46% | Reduce -67.5% | 95,601 | $3.4M |
| Stephens Inc. | 0.05% | Add +4.4% | 91,680 | $3.3M |
| Concourse Financial Group Securities, Inc. | 0.18% | Add +3012.5% | 83,291 | $3.0M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -2.1% | 67,727 | $2.4M |
| Sunbelt Securities, Inc. | 0.21% | Add +223.1% | 60,350 | $2.2M |
| Jane Street Group, LLC | 0.00% | Add +18.7% | 53,697 | $1.9M |
| MML Investors Services, LLC | 0.01% | New | 50,201 | $1.8M |
| NewEdge Advisors, LLC | 0.01% | Add +3.9% | 47,634 | $1.7M |
| City Holding Co. | 0.24% | Add +52.8% | 47,275 | $1.7M |
| Pallas Capital Advisors LLC | 0.06% | Add +5.1% | 39,697 | $1.4M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +31.1% | 38,111 | $1.4M |
| Bouchey Financial Group, Ltd. | 0.11% | Add +80.1% | 35,270 | $1.3M |
| Silver Oak Securities, Incorporated | 0.13% | New | 34,000 | $1.2M |
| LPL Financial LLC | 0.00% | Add +2.5% | 32,820 | $1.2M |
| Wolff Wiese Magana LLC | 0.73% | New | 29,736 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -43.3% | 29,441 | $1.1M |
| E&G Advisors, LLC | 0.27% | No change | 27,300 | $984K |
| JPMorgan Chase & Co. | 0.00% | Add +60.5% | 24,101 | $868K |
| CreativeOne Wealth, LLC | 0.03% | New | 22,282 | $803K |
| Avidian Wealth Enterprises, LLC | 0.04% | Add +70.0% | 21,581 | $778K |
| Diligent Investors, LLC | 0.18% | Add +75.3% | 21,565 | $777K |
| Tanglewood Legacy Advisors, LLC | 0.33% | Add +4.2% | 20,804 | $750K |
| GTS Securities LLC | 0.01% | New | 20,338 | $733K |
| Integrity Financial Corp | 0.40% | Add +51.4% | 18,752 | $676K |
| Townsquare Capital LLC | 0.01% | Add +168.1% | 17,885 | $644K |
| Guardian Wealth Advisors, LLC / NC | 0.07% | No change | 16,735 | $603K |
| Aptus Capital Advisors, LLC | 0.01% | No change | 16,735 | $603K |
| Grant Street Asset Management, Inc. | 0.17% | No change | 16,400 | $591K |
| Keystone Wealth Services, LLC | 0.16% | Add +67.1% | 15,768 | $568K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -27.8% | 14,836 | $535K |
| MAI Capital Management | 0.01% | New | 14,596 | $526K |
| Uptick Partners, LLC | 0.22% | New | 14,381 | $518K |
| Flagstar Securities, Inc. | 0.13% | New | 14,225 | $513K |
| Ignite Planners, LLC | 0.11% | New | 13,825 | $498K |
| Focus Partners Wealth | 0.00% | Add +12.2% | 13,080 | $471K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +52.5% | 12,200 | $440K |
| Harbour Investments, Inc. | 0.01% | Reduce -69.6% | 12,169 | $438K |
| Summit Wealth Partners, LLC | 0.08% | New | 11,881 | $428K |
| Founders Financial Securities LLC | 0.04% | New | 11,197 | $403K |
| Sequent Planning LLC | 0.14% | New | 11,162 | $402K |
| Ameritas Advisory Services, LLC | 0.02% | New | 10,552 | $380K |
| Norden Group LLC | 0.04% | New | 10,434 | $376K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +42.9% | 10,234 | $369K |
| FSB Premier Wealth Management, Inc. | 0.15% | New | 9,849 | $355K |
| Stratos Wealth Advisors, LLC | 0.02% | New | 9,785 | $353K |
| Kestra Investment Management, LLC | 0.01% | New | 9,714 | $350K |
| Beacon Financial Advisory LLC | 0.11% | New | 9,070 | $327K |
| REAP Financial Group, LLC | 0.08% | Add +51.6% | 8,950 | $322K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 8,664 | $312K |
| CWC Advisors, LLC. | 0.30% | — | 8,567 | $309K |
| Captrust Financial Advisors | 0.00% | New | 8,041 | $290K |
| Prospera Financial Services Inc | 0.01% | No change | 7,974 | $287K |
| HRT Financial LP | 0.00% | New | 7,937 | $285K |
| Mayfair Advisory Group, LLC | 0.18% | New | 7,872 | $283K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 7,418 | $268K |
| DHJJ Financial Advisors, Ltd. | 0.10% | Reduce -0.4% | 7,348 | $265K |
| Bullseye Investment Management, LLC | 0.15% | Add +8.6% | 6,735 | $247K |
| NorthCrest Asset Manangement, LLC | 0.01% | Reduce -17.2% | 6,745 | $243K |
| Archer Investment Corp | 0.06% | Add +290.4% | 6,657 | $240K |
| Old Mission Capital LLC | 0.01% | Add +0.1% | 6,573 | $237K |
| Sanctuary Advisors, LLC | 0.00% | New | 6,434 | $236K |
| CoreCap Advisors, LLC | 0.01% | Add +7.7% | 6,038 | $218K |
| EPG Wealth Management LLC | 0.05% | New | 6,000 | $216K |
| Anfield Capital Management, LLC | 0.08% | Add +4.7% | 5,927 | $214K |
| Arete Wealth Advisors, LLC | 0.02% | New | 5,800 | $209K |
| Raymond James Trust N.A. | 0.00% | New | 5,800 | $209K |
| Citadel Advisors | 0.00% | Reduce -51.0% | 5,725 | $206K |
| Creative Financial Designs Inc. | 0.01% | New | 4,433 | $160K |
| ORG Partners LLC | 0.02% | New | 3,950 | $142K |
| Royal Bank of Canada | 0.00% | Add +246.6% | 3,861 | $139K |
| Lanark Financial, Inc. | 0.01% | New | 2,516 | $90K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | Add +2.4% | 2,266 | $82K |
| Macroview Investment Management LLC | 0.08% | New | 2,160 | $78K |
| Capital Analysts, LLC | 0.00% | Add +54.6% | 2,016 | $73K |
| Clear Point Advisors Inc. | 0.05% | No change | 1,735 | $63K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,630 | $59K |
| Wells Fargo & Company | 0.00% | No change | 1,606 | $58K |
| Barclays PLC | 0.00% | New | 1,435 | $52K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 1,341 | $48K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 1,325 | $48K |
| Assetmark, Inc. | 0.00% | Reduce -68.0% | 1,250 | $45K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 807 | $29K |
| Principal Securities, Inc. | 0.00% | No change | 400 | $14K |
| Caitlin John, LLC | 0.01% | Reduce -0.3% | 346 | $13K |
| UBS Group AG | 0.00% | Reduce -91.9% | 313 | $11K |
| Continuum Advisory, LLC | 0.00% | New | 275 | $10K |
"% 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.