FT Vest US Equity Moderate BGJULETF
13F holders, Q4 2024 (December 31)101holders −2
10new positions
19sold out
$36.68avg. 13F price*
At the end of Q4 2024, 101 institutions reported holding FT Vest US Equity Moderate B (GJUL) in their 13F filings, down 2 from Q3 2024. 10 opened new positions and 19 sold out. The largest holders were Ferguson Shapiro LLC ($22.5M), Raymond James Financial Inc. ($19.7M) and Envestnet Asset Management Inc. ($13.2M).
- Company
- FT Vest US Equity Moderate B
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q4 2024)
- CUSIP
- 33740U661
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $10.2M |
| Exits | 19 | $15.1M |
All 13F filers, Q3 2024 → Q4 2024: 543,066 shares bought and 1,262,011 shares sold, net −718,945 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 101 holders
| Ferguson Shapiro LLC | 8.34% | Add +15.2% | 613,969 | $22.5M |
| Raymond James Financial Inc. | 0.01% | — | 536,425 | $19.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.8% | 358,739 | $13.2M |
| IFP Advisors, Inc | 0.41% | Reduce -1.6% | 343,309 | $12.6M |
| Truist Financial Corp. | 0.02% | Reduce -3.0% | 289,646 | $10.6M |
| Americana Partners, LLC | 0.39% | Reduce -3.3% | 263,329 | $9.7M |
| Osaic Holdings, Inc. | 0.02% | Reduce -32.5% | 260,019 | $9.5M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -2.4% | 256,784 | $9.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -12.4% | 230,950 | $8.5M |
| Dagco, Inc. | 2.66% | New | 218,888 | $8.0M |
| Kestra Advisory Services, LLC | 0.04% | Add +0.8% | 198,003 | $7.3M |
| Cetera Investment Advisers | 0.01% | Reduce -12.4% | 181,644 | $6.7M |
| Integrated Wealth Concepts LLC | 0.07% | No change | 166,158 | $6.1M |
| Cary Street Partners Financial LLC | 0.18% | — | 149,633 | $5.5M |
| LPL Financial LLC | 0.00% | Add +353.7% | 148,898 | $5.5M |
| Schulz Wealth, LTD. | 2.70% | Reduce -1.3% | 95,799 | $3.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -2.5% | 94,089 | $3.5M |
| Stephens Inc. | 0.05% | Reduce -2.2% | 89,680 | $3.3M |
| Concourse Financial Group Securities, Inc. | 0.17% | Reduce -0.6% | 82,802 | $3.1M |
| Sagespring Wealth Partners, LLC | 0.07% | — | 67,325 | $2.5M |
| Sunbelt Securities, Inc. | 0.19% | Reduce -1.6% | 59,408 | $2.2M |
| City Holding Co. | 0.25% | No change | 47,275 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Add +47.6% | 43,469 | $1.6M |
| MML Investors Services, LLC | 0.01% | Reduce -15.0% | 42,691 | $1.6M |
| Avantra Family Wealth, Inc. | 1.41% | — | 41,174 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Reduce -13.9% | 40,990 | $1.5M |
| Pallas Capital Advisors LLC | 0.06% | Add +1.0% | 40,080 | $1.5M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +1.9% | 38,850 | $1.4M |
| Old Mission Capital LLC | 0.03% | Add +421.7% | 34,290 | $1.3M |
| Silver Oak Securities, Incorporated | 0.12% | No change | 34,000 | $1.2M |
| Wolff Wiese Magana LLC | 0.71% | Reduce -2.0% | 29,127 | $1.1M |
| E&G Advisors, LLC | 0.27% | No change | 27,300 | $1.0M |
| JPMorgan Chase & Co. | 0.00% | Add +6.4% | 25,634 | $940K |
| Wood Tarver Financial Group, LLC | 0.30% | — | 24,777 | $908K |
| CreativeOne Wealth, LLC | 0.03% | No change | 22,282 | $817K |
| Avidian Wealth Enterprises, LLC | 0.04% | No change | 21,581 | $791K |
| Diligent Investors, LLC | 0.18% | Reduce -2.3% | 21,065 | $772K |
| Tanglewood Legacy Advisors, LLC | 0.33% | No change | 20,804 | $763K |
| Integrity Financial Corp | 0.42% | Add +5.6% | 19,797 | $726K |
| Townsquare Capital LLC | 0.01% | Reduce -0.0% | 17,884 | $656K |
| HRT Financial LP | 0.00% | Add +111.8% | 16,811 | $616K |
| Grant Street Asset Management, Inc. | 0.16% | No change | 16,400 | $601K |
| Keystone Wealth Services, LLC | 0.15% | No change | 15,768 | $578K |
| Guardian Wealth Advisors, LLC / NC | 0.05% | Reduce -8.1% | 15,385 | $564K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -8.1% | 15,385 | $564K |
| Founders Financial Securities LLC | 0.05% | Add +30.6% | 14,625 | $536K |
| Nvest Financial, LLC | 0.27% | New | 14,390 | $528K |
| Uptick Partners, LLC | 0.19% | No change | 14,381 | $527K |
| Flagstar Securities, Inc. | 0.13% | No change | 14,225 | $522K |
| International Assets Investment Management, LLC | 0.04% | New | 14,155 | $518K |
| Ignite Planners, LLC | 0.11% | No change | 13,825 | $510K |
| MAI Capital Management | 0.00% | Reduce -17.8% | 12,000 | $440K |
| Focus Partners Wealth | 0.00% | Reduce -10.0% | 11,777 | $432K |
| Harbour Investments, Inc. | 0.01% | Reduce -4.5% | 11,624 | $426K |
| Bison Wealth, LLC | 0.05% | — | 11,308 | $415K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -83.4% | 11,217 | $411K |
| Summit Wealth Partners, LLC | 0.08% | Reduce -9.8% | 10,723 | $393K |
| Norden Group LLC | 0.04% | No change | 10,434 | $383K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 10,234 | $375K |
| FSB Premier Wealth Management, Inc. | 0.14% | No change | 9,849 | $361K |
| Kestra Investment Management, LLC | 0.01% | Add +0.7% | 9,781 | $359K |
| Grantvest Financial Group LLC | 0.39% | — | 9,602 | $352K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +9.3% | 9,468 | $347K |
| Beacon Financial Advisory LLC | 0.11% | No change | 9,070 | $333K |
| Lifestyle Asset Management, Inc. | 0.18% | Reduce -98.1% | 9,028 | $331K |
| PKS Advisory Services, LLC | 0.08% | — | 8,995 | $330K |
| REAP Financial Group, LLC | 0.08% | Reduce -0.2% | 8,932 | $327K |
| CWC Advisors, LLC. | 0.31% | Reduce -0.2% | 8,550 | $313K |
| ORG Partners LLC | 0.04% | Add +106.3% | 8,150 | $299K |
| Prospera Financial Services Inc | 0.01% | No change | 7,974 | $292K |
| Spire Wealth Management | 0.01% | New | 7,627 | $280K |
| Captrust Financial Advisors | 0.00% | Reduce -5.2% | 7,626 | $280K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 7,418 | $273K |
| DHJJ Financial Advisors, Ltd. | 0.10% | No change | 7,348 | $269K |
| Jane Street Group, LLC | 0.00% | Reduce -86.3% | 7,345 | $269K |
| Arkadios Wealth Advisors | 0.01% | New | 7,200 | $264K |
| CoreCap Advisors, LLC | 0.01% | Add +18.1% | 7,133 | $262K |
| Sanctuary Advisors, LLC | 0.00% | Add +5.3% | 6,774 | $253K |
| NorthCrest Asset Manangement, LLC | 0.01% | Reduce -3.3% | 6,525 | $239K |
| Centaurus Financial, Inc. | 0.01% | New | 6,389 | $234K |
| Anfield Capital Management, LLC | 0.08% | No change | 5,927 | $217K |
| Arete Wealth Advisors, LLC | 0.02% | No change | 5,800 | $212K |
| Archer Investment Corp | 0.05% | Reduce -22.9% | 5,134 | $188K |
| Financial Network Wealth Advisors LLC | 0.34% | New | 4,992 | $183K |
| AE Wealth Management LLC | 0.00% | New | 4,675 | $171K |
| Creative Financial Designs Inc. | 0.01% | No change | 4,433 | $163K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | Add +26.4% | 2,863 | $105K |
| Capital Analysts, LLC | 0.00% | No change | 2,016 | $74K |
| Murphy & Mullick Capital Management Corp | 0.06% | — | 1,750 | $64K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,630 | $60K |
| Wells Fargo & Company | 0.00% | No change | 1,606 | $59K |
| Noble Wealth Management PBC | 0.04% | — | 1,500 | $55K |
| Barclays PLC | 0.00% | Add +1.5% | 1,457 | $53K |
| Assetmark, Inc. | 0.00% | Reduce -11.8% | 1,102 | $40K |
| Geneos Wealth Management Inc. | 0.00% | New | 1,100 | $40K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 807 | $30K |
| Principal Securities, Inc. | 0.00% | No change | 400 | $15K |
| Caitlin John, LLC | 0.01% | Reduce -0.3% | 345 | $13K |
| Continuum Advisory, LLC | 0.00% | No change | 275 | $10K |
| Capital A Wealth Management, LLC | 0.00% | — | 30 | $1K |
"% 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.