FT Vest US Equity Moderate BGJUNETF
13F holders, Q3 2024 (September 30)122holders +18
25new positions
9sold out
1famous investor
$35.38avg. 13F price*
At the end of Q3 2024, 122 institutions reported holding FT Vest US Equity Moderate B (GJUN) in their 13F filings, up 18 from Q2 2024. 25 opened new positions and 9 sold out. The largest holders were AE Wealth Management LLC ($92.3M), Raymond James Financial Services Advisors, Inc. ($29.1M) and Commonwealth Equity Services, LLC ($19.4M). 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
- 33740F433
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $16.1M |
| Exits | 9 | $11.8M |
All 13F filers, Q2 2024 → Q3 2024: 1,855,167 shares bought and 1,021,872 shares sold, net +833,295 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 122 holders
| AE Wealth Management LLC | 0.84% | Add +9.0% | 2,606,393 | $92.3M |
| Raymond James Financial Services Advisors, Inc. | 0.04% | Add +75.5% | 822,503 | $29.1M |
| Commonwealth Equity Services, LLC | 0.03% | Add +149.7% | 548,099 | $19.4M |
| Mariner, LLC | 0.02% | Add +4.1% | 348,507 | $12.3M |
| Atria Investments, Inc | 0.15% | Reduce -1.7% | 344,459 | $12.2M |
| Raymond James & Associates | 0.01% | Add +51.2% | 341,250 | $12.1M |
| Focus Partners Wealth | 0.04% | Reduce -2.6% | 336,414 | $11.9M |
| Archer Investment Corp | 3.12% | Reduce -2.2% | 327,156 | $11.6M |
| Cetera Investment Advisers | 0.02% | Reduce -33.0% | 320,345 | $11.3M |
| Osaic Holdings, Inc. | 0.02% | Add +26.8% | 281,921 | $10.0M |
| Lloyd Advisory Services, LLC. | 3.33% | Reduce -2.3% | 194,264 | $6.9M |
| Kestra Advisory Services, LLC | 0.03% | Add +62.0% | 160,830 | $5.7M |
| Outlook Wealth Advisors, LLC | 1.59% | Add +0.6% | 156,613 | $5.5M |
| Independent Financial Group, LLC | 0.15% | Add +69.1% | 117,710 | $4.2M |
| Americana Partners, LLC | 0.26% | Reduce -29.9% | 107,466 | $3.8M |
| Stephens Inc. | 0.05% | Add +132.3% | 95,055 | $3.4M |
| Pitti Group Wealth Management, LLC | 3.58% | No change | 103,385 | $3.3M |
| Foundations Investment Advisors, LLC | 0.06% | Reduce -1.5% | 81,578 | $2.9M |
| SMART Wealth LLC | 1.10% | New | 79,199 | $2.8M |
| Prosperity Financial Group, Inc. | 1.56% | Reduce -8.3% | 78,496 | $2.8M |
| Harvest Investment Services, LLC | 0.84% | New | 73,903 | $2.6M |
| Sunbelt Securities, Inc. | 0.21% | Add +5.4% | 61,496 | $2.2M |
| Jane Street Group, LLC | 0.00% | New | 54,511 | $1.9M |
| NovaPoint Capital, LLC | 0.59% | Add +8.9% | 54,035 | $1.9M |
| Howard Bailey Securities, LLC | 0.71% | — | 52,701 | $1.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -85.7% | 44,300 | $1.6M |
| LPL Financial LLC | 0.00% | Reduce -2.5% | 43,452 | $1.5M |
| Captrust Financial Advisors | 0.00% | No change | 42,819 | $1.5M |
| Keystone Wealth Services, LLC | 0.41% | Add +1.9% | 41,836 | $1.5M |
| Elevated Capital Advisors, LLC | 0.39% | New | 41,001 | $1.5M |
| MAI Capital Management | 0.01% | Reduce -13.2% | 40,029 | $1.4M |
| Silver Oak Securities, Incorporated | 0.15% | No change | 39,445 | $1.4M |
| EPG Wealth Management LLC | 0.35% | Add +0.0% | 39,300 | $1.4M |
| Great Lakes Retirement, Inc. | 0.18% | Reduce -2.2% | 38,752 | $1.4M |
| FWG Investments, LLC. | 1.12% | Add +20.6% | 36,625 | $1.3M |
| Truist Financial Corp. | 0.00% | Add +5.7% | 36,451 | $1.3M |
| BlueChip Wealth Advisors LLC | 0.67% | Add +69.5% | 36,195 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +5.7% | 33,702 | $1.2M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +32.1% | 33,233 | $1.2M |
| Sequent Planning LLC | 0.40% | Reduce -37.3% | 32,980 | $1.2M |
| Gries Financial LLC | 0.21% | New | 32,140 | $1.1M |
| Icon Wealth Advisors, LLC | 0.09% | No change | 31,495 | $1.1M |
| City Holding Co. | 0.15% | No change | 31,400 | $1.1M |
| Authentikos Wealth Advisory, LLC | 1.06% | New | 31,158 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Add +103.0% | 29,937 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +8.4% | 29,529 | $1.0M |
| Tanglewood Legacy Advisors, LLC | 0.46% | No change | 29,422 | $1.0M |
| Diligent Investors, LLC | 0.23% | Add +3.7% | 28,157 | $997K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -3.5% | 27,456 | $972K |
| Csenge Advisory Group | 0.05% | Add +18.6% | 26,854 | $954K |
| Secured Retirement Advisors, LLC | 0.65% | New | 25,584 | $906K |
| B.O.S.S. Retirement Advisors, LLC | 0.18% | Add +42.1% | 24,732 | $876K |
| Susquehanna International Group, LLP | 0.00% | Add +15.1% | 24,079 | $853K |
| Schulz Wealth, LTD. | 0.62% | Add +0.2% | 22,779 | $807K |
| LM Advisors LLC | 0.15% | Reduce -27.5% | 21,210 | $751K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -1.4% | 20,813 | $734K |
| Citadel Advisors | 0.00% | New | 17,090 | $605K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.1% | 16,495 | $584K |
| Integrity Financial Corp | 0.32% | Add +69.5% | 15,485 | $548K |
| Catalina Capital Group, LLC | 0.18% | No change | 15,377 | $545K |
| Founders Financial Securities LLC | 0.05% | Add +80.1% | 15,329 | $543K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -87.8% | 15,269 | $541K |
| Townsquare Capital LLC | 0.01% | Add +21.1% | 15,266 | $541K |
| REAP Financial Group, LLC | 0.13% | Reduce -2.8% | 14,485 | $513K |
| Santori & Peters, Inc. | 0.20% | No change | 14,070 | $498K |
| AIFG Consultants Ltd. | 0.37% | No change | 13,700 | $485K |
| HBW Advisory Services LLC | 0.07% | Add +21.4% | 13,285 | $471K |
| Gallagher Fiduciary Advisors, LLC | 0.09% | Add +12.2% | 13,138 | $465K |
| Nations Financial Group Inc, /Ia/ | 0.03% | No change | 13,101 | $464K |
| Brookstone Capital Management | 0.01% | Add +73.0% | 12,886 | $456K |
| Old Mission Capital LLC | 0.01% | New | 12,417 | $440K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -22.8% | 11,710 | $415K |
| Norden Group LLC | 0.05% | Add +8.0% | 11,625 | $412K |
| FSA Advisors, Inc. | 0.41% | New | 12,002 | $409K |
| Ameritas Advisory Services, LLC | 0.02% | Add +57.4% | 11,557 | $409K |
| MML Investors Services, LLC | 0.00% | Reduce -0.0% | 11,033 | $391K |
| Robertson Stephens Wealth Management, LLC | 0.01% | No change | 10,880 | $385K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -2.0% | 10,859 | $385K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -2.0% | 10,859 | $385K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -8.7% | 10,500 | $372K |
| NorthCrest Asset Manangement, LLC | 0.01% | No change | 10,059 | $356K |
| Lifeworks Advisors, LLC | 0.07% | No change | 9,912 | $351K |
| Uptick Partners, LLC | 0.15% | New | 9,718 | $344K |
| First Heartland Consultants, Inc. | 0.04% | Reduce -29.3% | 9,406 | $333K |
| Strategic Blueprint, LLC | 0.02% | Reduce -48.4% | 9,278 | $329K |
| Brass Tax Wealth Management, Inc. | 0.07% | No change | 9,030 | $320K |
| Sanctuary Advisors, LLC | 0.00% | New | 8,576 | $309K |
| Quad-Cities Investment Group, LLC | 0.15% | Reduce -11.6% | 8,696 | $308K |
| HRT Financial LP | 0.00% | New | 8,157 | $288K |
| 1776 Wealth LLC | 0.12% | No change | 7,560 | $268K |
| IFP Advisors, Inc | 0.01% | Add +1.0% | 7,391 | $262K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 7,350 | $260K |
| Kingdom Financial Group LLC. | 0.19% | Add +1.4% | 7,226 | $256K |
| Mutual Advisors, LLC | 0.01% | Reduce -18.2% | 7,070 | $251K |
| StoneX Group Inc. | 0.02% | Reduce -1.6% | 7,021 | $249K |
| Chris Bulman Inc | 0.16% | New | 6,761 | $239K |
| Corus Family Wealth Advisors | 0.17% | New | 6,609 | $234K |
| Cornell Pochily Investment Advisors, Inc. | 0.08% | New | 6,450 | $228K |
| Principal Securities, Inc. | 0.01% | Add +284.9% | 6,350 | $225K |
| Blackston Financial Advisory Group, LLC | 0.11% | New | 6,205 | $220K |
| CoreCap Advisors, LLC | 0.01% | Add +7.5% | 6,069 | $215K |
| Summit Financial Wealth Advisors, LLC | 0.04% | Reduce -26.7% | 5,695 | $202K |
| Barclays PLC | 0.00% | New | 5,663 | $201K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 5,173 | $183K |
| Centaurus Financial, Inc. | 0.01% | No change | 5,124 | $181K |
| Lanark Financial, Inc. | 0.01% | New | 4,682 | $165K |
| GoalVest Advisory LLC | 0.04% | Add +1.3% | 3,865 | $137K |
| DHJJ Financial Advisors, Ltd. | 0.05% | No change | 3,631 | $129K |
| Darwin Wealth Management, LLC | 0.03% | New | 3,355 | $119K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +18.4% | 2,373 | $84K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 1,617 | $57K |
| Macroview Investment Management LLC | 0.05% | No change | 1,546 | $55K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 1,204 | $43K |
| UBS Group AG | 0.00% | Reduce -5.6% | 944 | $33K |
| Harbour Investments, Inc. | 0.00% | Reduce -72.0% | 733 | $26K |
| Pineridge Advisors LLC | 0.01% | Reduce -8.6% | 712 | $25K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Reduce -36.0% | 365 | $13K |
| Caitlin John, LLC | 0.01% | Add +0.6% | 357 | $13K |
| Asset Dedication, LLC | 0.00% | New | 150 | $5K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 134 | $5K |
| Bank of America Corp. | 0.00% | New | 126 | $4K |
| Richard W. Paul & Associates, LLC | 0.00% | Add +4.5% | 93 | $3K |
"% 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.