FT Vest US Equity Moderate BGSEPETF
13F holders, Q4 2024 (December 31)73holders +11
15new positions
8sold out
1famous investor
$35.04avg. 13F price*
At the end of Q4 2024, 73 institutions reported holding FT Vest US Equity Moderate B (GSEP) in their 13F filings, up 11 from Q3 2024. 15 opened new positions and 8 sold out. The largest holders were Raymond James Financial Inc. ($42.2M), Commonwealth Equity Services, LLC ($20.5M) and Americana Partners, LLC ($10.5M). 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
- 33740U711
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $4.3M |
| Exits | 8 | $3.9M |
All 13F filers, Q3 2024 → Q4 2024: 292,925 shares bought and 457,863 shares sold, net −164,938 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 73 holders
| Raymond James Financial Inc. | 0.02% | — | 1,205,740 | $42.2M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -0.5% | 585,088 | $20.5M |
| Americana Partners, LLC | 0.43% | Reduce -10.4% | 299,716 | $10.5M |
| Kestra Advisory Services, LLC | 0.06% | Add +8.8% | 297,398 | $10.4M |
| Osaic Holdings, Inc. | 0.02% | Reduce -4.4% | 241,875 | $8.5M |
| Stephens Inc. | 0.09% | Reduce -25.1% | 173,725 | $6.1M |
| Cetera Investment Advisers | 0.01% | Add +12.3% | 114,015 | $4.0M |
| Schulz Wealth, LTD. | 2.74% | No change | 101,860 | $3.6M |
| MAI Capital Management | 0.02% | Reduce -54.0% | 85,540 | $3.0M |
| Sunbelt Securities, Inc. | 0.21% | Add +289.4% | 69,148 | $2.4M |
| City Holding Co. | 0.31% | Reduce -8.8% | 62,770 | $2.2M |
| LPL Financial LLC | 0.00% | Add +47.6% | 61,158 | $2.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.5% | 52,354 | $1.8M |
| Wood Tarver Financial Group, LLC | 0.40% | — | 34,325 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.4% | 32,472 | $1.1M |
| Old Mission Capital LLC | 0.03% | New | 31,687 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +69.1% | 30,572 | $1.1M |
| Archer Investment Corp | 0.28% | Add +2.1% | 30,288 | $1.1M |
| CreativeOne Wealth, LLC | 0.03% | Add +53.0% | 25,138 | $881K |
| Susquehanna International Group, LLP | 0.00% | Reduce -79.0% | 22,857 | $801K |
| NorthCrest Asset Manangement, LLC | 0.02% | Add +1.0% | 21,036 | $737K |
| Spire Wealth Management | 0.02% | New | 20,637 | $723K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +218.5% | 19,239 | $674K |
| Founders Financial Securities LLC | 0.06% | Add +81.2% | 18,276 | $640K |
| Brass Tax Wealth Management, Inc. | 0.13% | Reduce -0.8% | 18,177 | $637K |
| Prospera Financial Services Inc | 0.01% | No change | 16,909 | $592K |
| Uptick Partners, LLC | 0.21% | Add +23.4% | 16,369 | $574K |
| Keystone Wealth Services, LLC | 0.15% | No change | 15,928 | $558K |
| REAP Financial Group, LLC | 0.14% | Reduce -2.2% | 15,832 | $555K |
| Janney Montgomery Scott LLC | 0.00% | Add +35.4% | 15,479 | $542K |
| Kestra Private Wealth Services, LLC | 0.01% | No change | 14,925 | $523K |
| Advyzon Investment Management, LLC | 0.18% | — | 13,316 | $467K |
| Truist Financial Corp. | 0.00% | Add +107.8% | 12,420 | $435K |
| Harbour Investments, Inc. | 0.01% | Add +10.9% | 12,415 | $435K |
| Integrity Financial Corp | 0.24% | Add +32.2% | 11,774 | $413K |
| Jane Street Group, LLC | 0.00% | Reduce -76.1% | 11,322 | $397K |
| Milestone Asset Management, LLC | 0.08% | New | 10,410 | $365K |
| Kinloch Capital, LLC | 0.18% | No change | 10,086 | $353K |
| DHJJ Financial Advisors, Ltd. | 0.13% | Reduce -0.1% | 9,772 | $342K |
| Gries Financial LLC | 0.06% | New | 9,673 | $339K |
| BlueChip Wealth Advisors LLC | 0.18% | New | 9,061 | $317K |
| Citadel Advisors | 0.00% | New | 8,528 | $299K |
| Avantax Advisory Services, Inc. | 0.00% | New | 8,407 | $295K |
| Wintrust Investments LLC | 0.25% | Reduce -0.1% | 8,233 | $288K |
| CoreCap Advisors, LLC | 0.01% | Add +19.3% | 7,387 | $259K |
| FSB Premier Wealth Management, Inc. | 0.10% | Add +3.1% | 7,068 | $248K |
| Legacy Solutions, LLC | 0.26% | — | 6,894 | $242K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 6,757 | $237K |
| BCGM Wealth Management, LLC | 0.07% | No change | 6,615 | $232K |
| Grantvest Financial Group LLC | 0.26% | — | 6,527 | $229K |
| Sanctuary Advisors, LLC | 0.00% | No change | 6,241 | $222K |
| Mariner, LLC | 0.00% | New | 5,880 | $206K |
| AE Wealth Management LLC | 0.00% | New | 4,859 | $170K |
| Barclays PLC | 0.00% | New | 4,728 | $166K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +2.3% | 4,375 | $153K |
| Cwm, LLC | 0.00% | No change | 4,074 | $143K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | No change | 2,807 | $98K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 2,807 | $98K |
| Capital Analysts, LLC | 0.00% | No change | 2,240 | $78K |
| Larson Financial Group LLC | 0.00% | Reduce -72.5% | 1,502 | $53K |
| Royal Bank of Canada | 0.00% | New | 1,433 | $50K |
| Tanglewood Legacy Advisors, LLC | 0.02% | No change | 1,349 | $47K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 1,300 | $46K |
| Principal Securities, Inc. | 0.00% | Add +33.3% | 1,000 | $35K |
| PFS Partners, LLC | 0.02% | No change | 876 | $31K |
| Wells Fargo & Company | 0.00% | Reduce -50.5% | 548 | $19K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 473 | $17K |
| Caitlin John, LLC | 0.01% | Reduce -0.3% | 366 | $13K |
| Noble Wealth Management PBC | 0.01% | — | 325 | $11K |
| EPG Wealth Management LLC | 0.00% | Reduce -93.3% | 300 | $11K |
| UBS Group AG | 0.00% | New | 146 | $5K |
| Creative Financial Designs Inc. | 0.00% | New | 100 | $4K |
| JPMorgan Chase & Co. | 0.00% | New | 44 | $2K |
"% 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.