FT Vest US Equity Moderate BGJUNETF
13F holders, Q1 2024 (March 31)78holders
$33.25avg. 13F price*
At the end of Q1 2024, 78 institutions reported holding FT Vest US Equity Moderate B (GJUN) in their 13F filings. The largest holders were Raymond James Financial Services Advisors, Inc. ($14.4M), InterOcean Capital Group, LLC ($12.8M) and Atria Investments, Inc ($11.9M).
- Company
- FT Vest US Equity Moderate B
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q1 2024)
- CUSIP
- 33740F433
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $5.0M |
| Exits | 12 | $32.8M |
Ownership 78 holders
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -29.6% | 431,189 | $14.4M |
| InterOcean Capital Group, LLC | 0.31% | Reduce -16.9% | 383,831 | $12.8M |
| Atria Investments, Inc | 0.16% | Add +7.0% | 356,289 | $11.9M |
| Mariner, LLC | 0.02% | Add +0.0% | 339,702 | $11.3M |
| Cetera Investment Advisers | 0.02% | Add +13.4% | 202,934 | $6.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -16.8% | 187,743 | $6.3M |
| Altfest L J & Co. Inc. | 0.69% | Reduce -28.0% | 146,486 | $4.9M |
| Americana Partners, LLC | 0.30% | Reduce -28.7% | 107,740 | $3.6M |
| Pitti Group Wealth Management, LLC | 3.88% | Add +0.6% | 104,035 | $3.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +138.1% | 97,650 | $3.3M |
| B. Riley Wealth Advisors, Inc. | 0.09% | Reduce -8.6% | 108,297 | $3.2M |
| Prosperity Financial Group, Inc. | 1.76% | Add +3.7% | 85,343 | $2.8M |
| Kestra Advisory Services, LLC | 0.02% | Add +125.0% | 79,959 | $2.7M |
| Jane Street Group, LLC | 0.00% | New | 63,950 | $2.1M |
| Independent Financial Group, LLC | 0.09% | Add +5.3% | 60,941 | $2.0M |
| LPL Financial LLC | 0.00% | Add +34.6% | 48,039 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Add +162.3% | 47,998 | $1.6M |
| Captrust Financial Advisors | 0.01% | No change | 44,536 | $1.5M |
| Keystone Wealth Services, LLC | 0.44% | Reduce -0.1% | 41,036 | $1.4M |
| Stephens Inc. | 0.02% | No change | 40,910 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Reduce -65.8% | 37,009 | $1.2M |
| Foundations Investment Advisors, LLC | 0.03% | Reduce -0.4% | 33,311 | $1.1M |
| Truist Financial Corp. | 0.00% | Reduce -0.5% | 33,035 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.5% | 29,450 | $982K |
| LM Advisors LLC | 0.17% | Add +84.0% | 29,050 | $969K |
| Integrated Wealth Concepts LLC | 0.01% | No change | 28,462 | $949K |
| Schulz Wealth, LTD. | 0.79% | No change | 27,586 | $920K |
| City Holding Co. | 0.13% | No change | 26,000 | $867K |
| Tanglewood Legacy Advisors, LLC | 0.41% | No change | 25,190 | $840K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +34.8% | 23,795 | $794K |
| CreativeOne Wealth, LLC | 0.03% | New | 21,713 | $724K |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -19.9% | 21,645 | $722K |
| Raymond James & Associates | 0.00% | Reduce -0.2% | 20,616 | $688K |
| Crown Wealth Group, LLC | 0.34% | Reduce -25.0% | 19,855 | $662K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -34.7% | 16,868 | $563K |
| Lincoln National Corp. | 0.01% | No change | 16,735 | $558K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 16,504 | $551K |
| REAP Financial Group, LLC | 0.14% | Reduce -2.8% | 15,329 | $511K |
| Icon Wealth Advisors, LLC | 0.05% | Reduce -3.2% | 15,031 | $501K |
| Sage Capital Advisors,llc | 0.14% | New | 14,974 | $500K |
| Archer Investment Corp | 0.15% | Reduce -81.9% | 14,932 | $498K |
| Strategic Blueprint, LLC | 0.04% | Reduce -14.3% | 14,789 | $493K |
| First Heartland Consultants, Inc. | 0.05% | Reduce -90.3% | 14,158 | $472K |
| Sequent Planning LLC | 0.17% | — | 14,087 | $470K |
| Santori & Peters, Inc. | 0.20% | No change | 14,070 | $469K |
| AIFG Consultants Ltd. | 0.33% | No change | 13,700 | $457K |
| GTS Securities LLC | 0.01% | New | 13,043 | $435K |
| Summit Financial Wealth Advisors, LLC | 0.09% | Reduce -99.2% | 12,737 | $425K |
| HRT Financial LP | 0.00% | New | 12,323 | $411K |
| Janney Montgomery Scott LLC | 0.00% | No change | 12,000 | $400K |
| Diligent Investors, LLC | 0.10% | No change | 11,500 | $384K |
| Robertson Stephens Wealth Management, LLC | 0.02% | No change | 10,880 | $363K |
| NorthCrest Asset Manangement, LLC | 0.01% | No change | 10,059 | $336K |
| Brass Tax Wealth Management, Inc. | 0.16% | — | 9,030 | $301K |
| Sunbelt Securities, Inc. | 0.03% | No change | 8,964 | $299K |
| Quad-Cities Investment Group, LLC | 0.17% | No change | 8,696 | $290K |
| JPMorgan Chase & Co. | 0.00% | New | 8,676 | $289K |
| Integrity Financial Corp | 0.18% | Reduce -10.6% | 7,850 | $262K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +0.0% | 7,720 | $258K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +0.0% | 7,720 | $258K |
| AE Wealth Management LLC | 0.00% | Reduce -90.3% | 7,254 | $242K |
| StoneX Group Inc. | 0.02% | Reduce -41.7% | 7,138 | $238K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 6,875 | $229K |
| MML Investors Services, LLC | 0.00% | Reduce -95.8% | 6,482 | $216K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | New | 6,135 | $205K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -70.5% | 5,046 | $168K |
| GoalVest Advisory LLC | 0.05% | No change | 4,424 | $148K |
| Benjamin Edwards Inc. | 0.03% | Reduce -15.2% | 3,865 | $129K |
| CoreCap Advisors, LLC | 0.01% | New | 3,464 | $116K |
| Principal Securities, Inc. | 0.00% | Reduce -29.2% | 3,400 | $113K |
| DHJJ Financial Advisors, Ltd. | 0.04% | No change | 2,751 | $92K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 2,004 | $67K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 1,204 | $40K |
| UBS Group AG | 0.00% | Reduce -48.2% | 1,160 | $39K |
| Hazlett, Burt & Watson, Inc. | 0.02% | Reduce -83.9% | 815 | $28K |
| Caitlin John, LLC | 0.01% | Reduce -2.4% | 332 | $11K |
| Harbour Investments, Inc. | 0.00% | No change | 300 | $10K |
| Sound Income Strategies, LLC | 0.00% | New | 58 | $2K |
"% of holder's portfolio" is GJUN's weight in each manager's 13F, not the share of FT Vest US Equity Moderate B the manager owns.