FT Vest US Equity Moderate BGJUNETF
13F holders, Q4 2024 (December 31)112holders −10
11new positions
26sold out
1famous investor
$36.00avg. 13F price*
At the end of Q4 2024, 112 institutions reported holding FT Vest US Equity Moderate B (GJUN) in their 13F filings, down 10 from Q3 2024. 11 opened new positions and 26 sold out. The largest holders were Raymond James Financial Inc. ($27.9M), Commonwealth Equity Services, LLC ($18.2M) and Mariner, LLC ($12.4M). 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 (Q4 2024)
- CUSIP
- 33740F433
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $9.9M |
| Exits | 26 | $28.9M |
All 13F filers, Q3 2024 → Q4 2024: 448,122 shares bought and 3,965,260 shares sold, net −3,517,138 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 112 holders
| Raymond James Financial Inc. | 0.01% | — | 775,106 | $27.9M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -7.7% | 505,801 | $18.2M |
| Mariner, LLC | 0.02% | Reduce -1.2% | 344,477 | $12.4M |
| Atria Investments, Inc | 0.15% | Reduce -2.4% | 336,051 | $12.1M |
| Focus Partners Wealth | 0.03% | Reduce -2.2% | 329,133 | $11.8M |
| Cetera Investment Advisers | 0.02% | Reduce -12.7% | 279,781 | $10.1M |
| Osaic Holdings, Inc. | 0.02% | Reduce -6.8% | 262,620 | $9.5M |
| Ameriprise Financial Inc. | 0.00% | New | 160,831 | $5.8M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -1.5% | 158,471 | $5.7M |
| Independent Financial Group, LLC | 0.17% | Add +20.0% | 141,276 | $5.1M |
| Americana Partners, LLC | 0.15% | Reduce -3.2% | 104,009 | $3.7M |
| Harvest Investment Services, LLC | 0.86% | Add +32.0% | 97,520 | $3.5M |
| Stephens Inc. | 0.05% | Reduce -0.4% | 94,675 | $3.4M |
| Foundations Investment Advisors, LLC | 0.06% | Reduce -3.1% | 79,069 | $2.8M |
| Noble Wealth Management PBC | 1.93% | — | 77,333 | $2.8M |
| Prosperity Financial Group, Inc. | 1.34% | Reduce -5.0% | 74,567 | $2.7M |
| Sunbelt Securities, Inc. | 0.20% | Reduce -0.1% | 61,406 | $2.2M |
| Elevated Capital Advisors, LLC | 0.56% | Add +39.9% | 57,374 | $2.1M |
| LPL Financial LLC | 0.00% | Add +26.9% | 55,125 | $2.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +14.2% | 50,570 | $1.8M |
| Nations Financial Group Inc, /Ia/ | 0.13% | Add +281.1% | 49,922 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Add +88.6% | 45,407 | $1.6M |
| NovaPoint Capital, LLC | 0.49% | Reduce -17.7% | 44,451 | $1.6M |
| Captrust Financial Advisors | 0.00% | Add +2.7% | 43,982 | $1.6M |
| Truist Financial Corp. | 0.00% | Add +20.2% | 43,807 | $1.6M |
| Arkadios Wealth Advisors | 0.09% | New | 43,300 | $1.6M |
| Keystone Wealth Services, LLC | 0.40% | No change | 41,836 | $1.5M |
| Silver Oak Securities, Incorporated | 0.13% | No change | 39,445 | $1.4M |
| EPG Wealth Management LLC | 0.37% | No change | 39,300 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +9.5% | 36,916 | $1.3M |
| BlueChip Wealth Advisors LLC | 0.72% | No change | 36,195 | $1.3M |
| Jane Street Group, LLC | 0.00% | Reduce -34.4% | 35,762 | $1.3M |
| Atria Wealth Solutions, Inc. | 0.01% | No change | 33,233 | $1.2M |
| Icon Wealth Advisors, LLC | 0.09% | No change | 31,495 | $1.1M |
| LM Advisors LLC | 0.20% | Add +47.5% | 31,290 | $1.1M |
| City Holding Co. | 0.16% | Reduce -1.0% | 31,100 | $1.1M |
| Tanglewood Legacy Advisors, LLC | 0.45% | No change | 29,422 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.3% | 28,850 | $1.0M |
| NewEdge Advisors, LLC | 0.01% | Reduce -3.9% | 28,782 | $1.0M |
| Nvest Financial, LLC | 0.52% | New | 28,453 | $1.0M |
| Sequent Planning LLC | 0.38% | Reduce -13.7% | 28,449 | $1.0M |
| Diligent Investors, LLC | 0.23% | No change | 28,157 | $1.0M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -0.5% | 27,316 | $983K |
| Avantra Family Wealth, Inc. | 0.91% | — | 27,050 | $974K |
| AE Wealth Management LLC | 0.01% | Reduce -99.0% | 25,015 | $901K |
| MAI Capital Management | 0.01% | Reduce -39.5% | 24,201 | $871K |
| Gries Financial LLC | 0.15% | Reduce -27.9% | 23,171 | $834K |
| Schulz Wealth, LTD. | 0.63% | No change | 22,779 | $820K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +29.8% | 21,411 | $771K |
| Founders Financial Securities LLC | 0.06% | Add +22.4% | 18,769 | $676K |
| Wood Tarver Financial Group, LLC | 0.22% | — | 17,943 | $645K |
| Sagespring Wealth Partners, LLC | 0.02% | — | 17,501 | $630K |
| Catalina Capital Group, LLC | 0.18% | No change | 15,377 | $554K |
| Townsquare Capital LLC | 0.01% | Add +0.7% | 15,375 | $554K |
| Integrity Financial Corp | 0.32% | Reduce -0.9% | 15,347 | $552K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -1.2% | 15,085 | $543K |
| Archer Investment Corp | 0.14% | Reduce -95.5% | 14,764 | $531K |
| Bison Wealth, LLC | 0.06% | — | 14,197 | $511K |
| Santori & Peters, Inc. | 0.19% | No change | 14,070 | $507K |
| REAP Financial Group, LLC | 0.12% | Reduce -3.6% | 13,959 | $503K |
| AIFG Consultants Ltd. | 0.80% | No change | 13,700 | $493K |
| Gallagher Fiduciary Advisors, LLC | 0.09% | No change | 13,138 | $473K |
| Brookstone Capital Management | 0.01% | Reduce -3.5% | 12,439 | $448K |
| Global Retirement Partners, LLC | 0.01% | New | 12,135 | $437K |
| Norden Group LLC | 0.05% | No change | 11,625 | $419K |
| ORG Partners LLC | 0.06% | New | 11,500 | $414K |
| MML Investors Services, LLC | 0.00% | Add +0.3% | 11,069 | $398K |
| Robertson Stephens Wealth Management, LLC | 0.01% | No change | 10,880 | $392K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -0.0% | 10,856 | $391K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -0.0% | 10,856 | $391K |
| Janney Montgomery Scott LLC | 0.00% | No change | 10,500 | $378K |
| NorthCrest Asset Manangement, LLC | 0.01% | No change | 10,059 | $362K |
| Uptick Partners, LLC | 0.13% | No change | 9,718 | $350K |
| First Heartland Consultants, Inc. | 0.03% | No change | 9,406 | $339K |
| Old Mission Capital LLC | 0.01% | Reduce -24.8% | 9,344 | $336K |
| Lifeworks Advisors, LLC | 0.06% | Reduce -6.6% | 9,256 | $333K |
| Citadel Advisors | 0.00% | Reduce -48.1% | 8,861 | $319K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -23.4% | 8,858 | $319K |
| Sanctuary Advisors, LLC | 0.00% | No change | 8,576 | $314K |
| Chris Bulman Inc | 0.20% | Add +29.1% | 8,729 | $314K |
| Quad-Cities Investment Group, LLC | 0.15% | No change | 8,696 | $313K |
| Strategic Blueprint, LLC | 0.02% | Reduce -14.9% | 7,897 | $284K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -63.1% | 7,675 | $276K |
| 1776 Wealth LLC | 0.13% | No change | 7,560 | $272K |
| IFP Advisors, Inc | 0.01% | No change | 7,391 | $266K |
| Kestra Private Wealth Services, LLC | 0.00% | No change | 7,350 | $265K |
| CoreCap Advisors, LLC | 0.01% | Add +18.4% | 7,188 | $259K |
| StoneX Group Inc. | 0.01% | No change | 7,021 | $253K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -43.5% | 6,612 | $238K |
| Corus Family Wealth Advisors | 0.16% | No change | 6,609 | $238K |
| Brass Tax Wealth Management, Inc. | 0.05% | Reduce -27.7% | 6,530 | $235K |
| Cornell Pochily Investment Advisors, Inc. | 0.08% | No change | 6,450 | $232K |
| Principal Securities, Inc. | 0.01% | No change | 6,350 | $229K |
| Two Sigma Securities, LLC | 0.04% | New | 6,069 | $218K |
| HBW Advisory Services LLC | 0.02% | Reduce -55.7% | 5,885 | $212K |
| Centaurus Financial, Inc. | 0.01% | No change | 5,124 | $184K |
| PFG Private Wealth Management, LLC | 0.10% | New | 4,674 | $168K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -19.5% | 4,166 | $153K |
| GoalVest Advisory LLC | 0.04% | No change | 3,865 | $139K |
| DHJJ Financial Advisors, Ltd. | 0.05% | No change | 3,631 | $131K |
| JPMorgan Chase & Co. | 0.00% | New | 2,963 | $107K |
| Geneos Wealth Management Inc. | 0.00% | New | 2,450 | $88K |
| Financial Network Wealth Advisors LLC | 0.12% | New | 1,778 | $64K |
| UBS Group AG | 0.00% | Add +85.4% | 1,750 | $63K |
| Barclays PLC | 0.00% | Reduce -73.0% | 1,531 | $55K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 1,204 | $43K |
| Harbour Investments, Inc. | 0.00% | No change | 733 | $26K |
| IMG Wealth Management, Inc. | 0.01% | — | 412 | $15K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 365 | $13K |
| Caitlin John, LLC | 0.01% | Reduce -2.0% | 350 | $13K |
| New Millennium Group LLC | 0.00% | New | 114 | $4K |
| Lanark Financial, Inc. | 0.02% | — | 4 | $168 |
"% 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.