FT Vest US Small Cap ModeratSAUGETF
13F holders, Q4 2024 (December 31)48holders +3
8new positions
7sold out
1famous investor
$23.57avg. 13F price*
At the end of Q4 2024, 48 institutions reported holding FT Vest US Small Cap Moderat (SAUG) in their 13F filings, up 3 from Q3 2024. 8 opened new positions and 7 sold out. The largest holders were NewEdge Advisors, LLC ($4.1M), Cetera Investment Advisers ($2.8M) and Harbour Investments, Inc. ($2.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- FT Vest US Small Cap Moderat
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q4 2024)
- CUSIP
- 33740F417
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $3.8M |
| Exits | 7 | $2.7M |
All 13F filers, Q3 2024 → Q4 2024: 295,349 shares bought and 242,708 shares sold, net +52,641 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 48 holders
| NewEdge Advisors, LLC | 0.02% | Reduce -6.6% | 175,260 | $4.1M |
| Cetera Investment Advisers | 0.01% | Add +39.3% | 119,061 | $2.8M |
| Harbour Investments, Inc. | 0.08% | Add +8.2% | 118,338 | $2.8M |
| Raymond James Financial Inc. | 0.00% | — | 114,654 | $2.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.1% | 112,548 | $2.7M |
| Osaic Holdings, Inc. | 0.01% | Add +44.3% | 106,742 | $2.5M |
| Truist Financial Corp. | 0.00% | Reduce -6.0% | 102,740 | $2.4M |
| Independent Financial Group, LLC | 0.08% | No change | 97,939 | $2.3M |
| Acorn Financial Advisory Services Inc. | 0.37% | New | 94,540 | $2.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +1.6% | 67,501 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.5% | 57,874 | $1.4M |
| Secured Retirement Advisors, LLC | 0.69% | Add +36.0% | 51,043 | $1.2M |
| Thoroughbred Financial Services, LLC | 0.07% | No change | 48,303 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +13.7% | 45,270 | $1.1M |
| NorthCrest Asset Manangement, LLC | 0.03% | Reduce -0.8% | 39,997 | $943K |
| Citadel Advisors | 0.00% | Add +127.3% | 37,351 | $880K |
| Stephens Inc. | 0.01% | Reduce -72.7% | 36,508 | $861K |
| Grantvest Financial Group LLC | 0.80% | — | 30,403 | $717K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +13.8% | 24,458 | $576K |
| Rockefeller Capital Management L.P. | 0.00% | New | 24,076 | $567K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +18.6% | 24,075 | $567K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +15.0% | 22,409 | $528K |
| Foundations Investment Advisors, LLC | 0.01% | Add +3.8% | 19,686 | $464K |
| Wealthgarden F.S. LLC | 0.41% | Reduce -5.8% | 18,795 | $443K |
| Ignite Planners, LLC | 0.09% | Add +23.0% | 17,211 | $409K |
| Prospera Financial Services Inc | 0.01% | No change | 16,940 | $399K |
| Sigma Planning Corp | 0.01% | Add +5.6% | 15,813 | $373K |
| Wood Tarver Financial Group, LLC | 0.12% | — | 15,227 | $358K |
| Concourse Financial Group Securities, Inc. | 0.02% | Add +13.2% | 13,991 | $336K |
| Integrated Advisors Network LLC | 0.02% | Reduce -2.9% | 13,475 | $318K |
| Capital Analysts, LLC | 0.01% | No change | 11,966 | $282K |
| ODonnell Financial Services, LLC | 0.12% | Add +9.0% | 12,105 | $282K |
| International Assets Investment Management, LLC | 0.02% | New | 11,673 | $276K |
| Susquehanna International Group, LLP | 0.00% | New | 11,155 | $263K |
| Spire Wealth Management | 0.01% | New | 10,221 | $241K |
| StoneX Group Inc. | 0.01% | Reduce -9.1% | 9,954 | $235K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -5.8% | 7,996 | $188K |
| MTM Investment Management, LLC | 0.06% | No change | 6,560 | $155K |
| Creative Financial Designs Inc. | 0.01% | Add +22.8% | 5,615 | $132K |
| AE Wealth Management LLC | 0.00% | New | 5,566 | $131K |
| DHJJ Financial Advisors, Ltd. | 0.05% | No change | 5,177 | $122K |
| EPG Wealth Management LLC | 0.03% | No change | 5,000 | $118K |
| Sunbelt Securities, Inc. | 0.01% | Add +8.8% | 4,285 | $101K |
| Larson Financial Group LLC | 0.00% | New | 2,528 | $60K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 1,731 | $41K |
| Ameriflex Group, Inc. | 0.01% | — | 850 | $20K |
| JPMorgan Chase & Co. | 0.00% | New | 801 | $19K |
| UBS Group AG | 0.00% | Add +225.7% | 114 | $3K |
"% of holder's portfolio" is SAUG's weight in each manager's 13F, not the share of FT Vest US Small Cap Moderat the manager owns.