FT Vest US Equity Moderate BGSEPETF
13F holders, Q1 2024 (March 31)52holders
$33.01avg. 13F price*
At the end of Q1 2024, 52 institutions reported holding FT Vest US Equity Moderate B (GSEP) in their 13F filings. The largest holders were Commonwealth Equity Services, LLC ($17.6M), Raymond James Financial Services Advisors, Inc. ($15.6M) and Stephens Inc. ($7.7M).
- Company
- FT Vest US Equity Moderate B
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q1 2024)
- CUSIP
- 33740U711
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $21.0M |
| Exits | 6 | $4.2M |
Ownership 52 holders
| Commonwealth Equity Services, LLC | 0.03% | Add +0.4% | 532,050 | $17.6M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | New | 472,555 | $15.6M |
| Stephens Inc. | 0.12% | Reduce -0.1% | 234,520 | $7.7M |
| Americana Partners, LLC | 0.42% | Reduce -16.5% | 153,284 | $5.1M |
| Kestra Advisory Services, LLC | 0.03% | Add +14.9% | 126,668 | $4.2M |
| Cetera Investment Advisers | 0.01% | Add +42.6% | 113,163 | $3.7M |
| Raymond James & Associates | 0.00% | New | 100,036 | $3.3M |
| NewEdge Advisors, LLC | 0.03% | Reduce -1.0% | 91,140 | $3.0M |
| City Holding Co. | 0.31% | No change | 61,810 | $2.0M |
| Schulz Wealth, LTD. | 1.64% | No change | 58,144 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Reduce -11.5% | 54,099 | $1.8M |
| Summit Wealth Partners, LLC | 0.32% | Reduce -18.9% | 45,767 | $1.5M |
| LPL Financial LLC | 0.00% | New | 45,324 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Add +267.0% | 44,783 | $1.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -29.6% | 29,916 | $988K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -6.9% | 26,382 | $871K |
| NorthCrest Asset Manangement, LLC | 0.02% | No change | 20,833 | $688K |
| REAP Financial Group, LLC | 0.18% | Add +7.7% | 20,154 | $665K |
| Old Mission Capital LLC | 0.02% | Add +63.5% | 18,632 | $615K |
| Brass Tax Wealth Management, Inc. | 0.32% | — | 18,317 | $605K |
| Prospera Financial Services Inc | 0.02% | Reduce -1.3% | 16,729 | $552K |
| Keystone Wealth Services, LLC | 0.17% | No change | 15,928 | $526K |
| Kestra Private Wealth Services, LLC | 0.01% | No change | 14,925 | $493K |
| CreativeOne Wealth, LLC | 0.02% | New | 12,445 | $411K |
| Uptick Partners, LLC | 0.31% | No change | 12,250 | $404K |
| EPG Wealth Management LLC | 0.10% | No change | 12,000 | $396K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -41.0% | 11,332 | $374K |
| Jane Street Group, LLC | 0.00% | Reduce -55.1% | 10,450 | $345K |
| FSB Premier Wealth Management, Inc. | 0.16% | No change | 10,271 | $339K |
| Integrity Financial Corp | 0.23% | Reduce -14.1% | 10,254 | $339K |
| Kinloch Capital, LLC | 0.17% | No change | 10,086 | $333K |
| DHJJ Financial Advisors, Ltd. | 0.14% | No change | 9,785 | $323K |
| Accel Wealth Management | 0.13% | Reduce -3.1% | 9,500 | $314K |
| HBW Advisory Services LLC | 0.04% | No change | 7,022 | $222K |
| BCGM Wealth Management, LLC | 0.08% | No change | 6,615 | $218K |
| Larson Financial Group LLC | 0.01% | No change | 5,472 | $181K |
| Harbour Investments, Inc. | 0.01% | Reduce -5.8% | 4,766 | $157K |
| Cwm, LLC | 0.00% | Reduce -10.7% | 3,576 | $118K |
| CoreCap Advisors, LLC | 0.01% | New | 3,482 | $115K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3,375 | $111K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | No change | 2,807 | $93K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 2,807 | $93K |
| Capital Analysts, LLC | 0.00% | No change | 2,240 | $74K |
| Bank of America Corp. | 0.00% | New | 2,238 | $74K |
| Sunbelt Securities, Inc. | 0.01% | No change | 2,033 | $67K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 1,300 | $43K |
| UBS Group AG | 0.00% | New | 801 | $26K |
| Principal Securities, Inc. | 0.00% | No change | 750 | $25K |
| Wells Fargo & Company | 0.00% | New | 548 | $18K |
| Archer Investment Corp | 0.00% | Reduce -70.6% | 452 | $15K |
| Caitlin John, LLC | 0.01% | Reduce -2.6% | 336 | $11K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 150 | $5K |
"% of holder's portfolio" is GSEP's weight in each manager's 13F, not the share of FT Vest US Equity Moderate B the manager owns.