FT Vest US Equity Moderate BGJUNETF
13F holders, Q2 2024 (June 30)104holders +26
35new positions
7sold out
$33.65avg. 13F price*
At the end of Q2 2024, 104 institutions reported holding FT Vest US Equity Moderate B (GJUN) in their 13F filings, up 26 from Q1 2024. 35 opened new positions and 7 sold out. The largest holders were AE Wealth Management LLC ($81.6M), Cetera Investment Advisers ($16.3M) and Raymond James Financial Services Advisors, Inc. ($16.0M).
- Company
- FT Vest US Equity Moderate B
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q2 2024)
- CUSIP
- 33740F433
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $44.9M |
| Exits | 7 | $8.7M |
All 13F filers, Q1 2024 → Q2 2024: 5,474,678 shares bought and 421,242 shares sold, net +5,053,436 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 104 holders
| AE Wealth Management LLC | 0.82% | Add +32867.3% | 2,391,448 | $81.6M |
| Cetera Investment Advisers | 0.04% | Add +135.4% | 477,778 | $16.3M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +8.7% | 468,729 | $16.0M |
| Atria Investments, Inc | 0.15% | Reduce -1.6% | 350,564 | $12.0M |
| Focus Partners Wealth | 0.04% | New | 345,292 | $11.8M |
| Mariner, LLC | 0.02% | Reduce -1.5% | 334,759 | $11.4M |
| Archer Investment Corp | 3.34% | Add +2139.6% | 334,415 | $11.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +217.9% | 310,396 | $10.6M |
| Prospera Financial Services Inc | 0.26% | New | 274,368 | $9.4M |
| Raymond James & Associates | 0.01% | Add +994.6% | 225,660 | $7.7M |
| Osaic Holdings, Inc. | 0.02% | Add +500.6% | 222,285 | $7.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +16.9% | 219,538 | $7.5M |
| Lloyd Advisory Services, LLC. | 3.19% | New | 198,766 | $6.8M |
| Americana Partners, LLC | 0.41% | Add +42.2% | 153,198 | $5.2M |
| CreativeOne Wealth, LLC | 0.22% | Add +474.8% | 124,804 | $4.3M |
| Kestra Advisory Services, LLC | 0.02% | Add +24.1% | 99,264 | $3.4M |
| Pitti Group Wealth Management, LLC | 3.58% | Reduce -0.6% | 103,385 | $3.3M |
| Prosperity Financial Group, Inc. | 1.85% | Add +0.3% | 85,620 | $2.9M |
| Foundations Investment Advisors, LLC | 0.07% | Add +148.6% | 82,796 | $2.8M |
| Independent Financial Group, LLC | 0.10% | Add +14.2% | 69,595 | $2.4M |
| Sunbelt Securities, Inc. | 0.20% | Add +550.7% | 58,330 | $2.0M |
| Sequent Planning LLC | 0.61% | Add +273.6% | 52,623 | $1.8M |
| NovaPoint Capital, LLC | 0.57% | New | 49,632 | $1.7M |
| MAI Capital Management | 0.02% | New | 46,104 | $1.6M |
| LPL Financial LLC | 0.00% | Reduce -7.2% | 44,577 | $1.5M |
| Captrust Financial Advisors | 0.00% | Reduce -3.9% | 42,819 | $1.5M |
| Keystone Wealth Services, LLC | 0.44% | No change | 41,036 | $1.4M |
| Stephens Inc. | 0.02% | No change | 40,910 | $1.4M |
| Great Lakes Retirement, Inc. | 0.19% | New | 39,607 | $1.4M |
| Silver Oak Securities, Incorporated | 0.20% | New | 39,445 | $1.3M |
| Truist Financial Corp. | 0.00% | Add +4.4% | 34,495 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +8.3% | 31,890 | $1.1M |
| Icon Wealth Advisors, LLC | 0.10% | Add +109.5% | 31,495 | $1.1M |
| City Holding Co. | 0.16% | Add +20.8% | 31,400 | $1.1M |
| FWG Investments, LLC. | 1.05% | New | 30,358 | $1.0M |
| Tanglewood Legacy Advisors, LLC | 0.47% | Add +16.8% | 29,422 | $1.0M |
| LM Advisors LLC | 0.20% | Add +0.7% | 29,260 | $998K |
| Integrated Wealth Concepts LLC | 0.01% | No change | 28,462 | $971K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +61.6% | 27,252 | $930K |
| Diligent Investors, LLC | 0.23% | Add +136.2% | 27,157 | $926K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +5.7% | 25,149 | $858K |
| GeoWealth Management, LLC | 0.03% | New | 23,054 | $786K |
| Schulz Wealth, LTD. | 0.66% | Reduce -17.6% | 22,736 | $776K |
| Csenge Advisory Group | 0.04% | New | 22,651 | $773K |
| BlueChip Wealth Advisors LLC | 0.43% | New | 21,350 | $728K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -80.5% | 21,113 | $720K |
| Susquehanna International Group, LLP | 0.00% | Reduce -56.4% | 20,917 | $713K |
| Crown Wealth Group, LLC | 0.32% | Reduce -4.2% | 19,017 | $649K |
| Strategic Blueprint, LLC | 0.04% | Add +21.5% | 17,970 | $613K |
| B.O.S.S. Retirement Advisors, LLC | 0.15% | New | 17,404 | $594K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 16,504 | $563K |
| Catalina Capital Group, LLC | 0.20% | New | 15,377 | $525K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -29.9% | 15,168 | $517K |
| REAP Financial Group, LLC | 0.14% | Reduce -2.8% | 14,902 | $508K |
| NewEdge Advisors, LLC | 0.00% | New | 14,746 | $503K |
| Santori & Peters, Inc. | 0.21% | No change | 14,070 | $480K |
| AIFG Consultants Ltd. | 0.35% | No change | 13,700 | $467K |
| First Heartland Consultants, Inc. | 0.05% | Reduce -6.1% | 13,298 | $454K |
| Nations Financial Group Inc, /Ia/ | 0.04% | New | 13,101 | $447K |
| GTS Securities LLC | 0.01% | No change | 13,043 | $445K |
| Townsquare Capital LLC | 0.01% | New | 12,607 | $430K |
| Gallagher Fiduciary Advisors, LLC | 0.09% | Add +90.9% | 11,711 | $399K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -4.2% | 11,500 | $392K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +43.5% | 11,076 | $378K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +43.5% | 11,076 | $378K |
| MML Investors Services, LLC | 0.00% | Add +70.3% | 11,036 | $376K |
| HBW Advisory Services LLC | 0.06% | New | 10,948 | $373K |
| Robertson Stephens Wealth Management, LLC | 0.02% | No change | 10,880 | $371K |
| Norden Group LLC | 0.07% | New | 10,766 | $367K |
| NorthCrest Asset Manangement, LLC | 0.01% | No change | 10,059 | $343K |
| Lifeworks Advisors, LLC | 0.09% | New | 9,912 | $338K |
| Quad-Cities Investment Group, LLC | 0.19% | Add +13.2% | 9,841 | $336K |
| Outlook Wealth Advisors, LLC | 0.10% | New | 155,751 | $330K |
| Integrity Financial Corp | 0.20% | Add +16.4% | 9,134 | $312K |
| Brass Tax Wealth Management, Inc. | 0.06% | No change | 9,030 | $308K |
| Mutual Advisors, LLC | 0.01% | New | 8,640 | $295K |
| Founders Financial Securities LLC | 0.03% | New | 8,512 | $290K |
| Summit Financial Wealth Advisors, LLC | 0.05% | Reduce -39.0% | 7,774 | $265K |
| 1776 Wealth LLC | 0.12% | New | 7,560 | $258K |
| Brookstone Capital Management | 0.00% | New | 7,448 | $257K |
| Ameritas Advisory Services, LLC | 0.01% | New | 7,341 | $250K |
| IFP Advisors, Inc | 0.01% | New | 7,316 | $250K |
| StoneX Group Inc. | 0.02% | No change | 7,138 | $243K |
| Kingdom Financial Group LLC. | 0.16% | New | 7,124 | $243K |
| POM Investment Strategies, LLC | 0.17% | New | 6,102 | $208K |
| CoreCap Advisors, LLC | 0.02% | Add +62.9% | 5,644 | $193K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +2.5% | 5,173 | $176K |
| Centaurus Financial, Inc. | 0.01% | New | 5,124 | $175K |
| Benjamin Edwards Inc. | 0.03% | Add +29.4% | 5,000 | $171K |
| GoalVest Advisory LLC | 0.04% | Reduce -13.7% | 3,816 | $130K |
| DHJJ Financial Advisors, Ltd. | 0.05% | Add +32.0% | 3,631 | $124K |
| Harbour Investments, Inc. | 0.00% | Add +771.0% | 2,613 | $89K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 2,212 | $75K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 2,004 | $68K |
| Financial Network Wealth Advisors LLC | 0.05% | New | 1,841 | $63K |
| Principal Securities, Inc. | 0.00% | Reduce -51.5% | 1,650 | $56K |
| Macroview Investment Management LLC | 0.06% | New | 1,546 | $53K |
| JPMorgan Chase & Co. | 0.00% | Reduce -85.3% | 1,275 | $43K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 1,204 | $41K |
| UBS Group AG | 0.00% | Reduce -13.8% | 1,000 | $34K |
"% 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.