FT Vest US Equity Moderate BGAUGETF
13F holders, Q2 2025 (June 30)77holders −1
9new positions
10sold out
$37.00avg. 13F price*
At the end of Q2 2025, 77 institutions reported holding FT Vest US Equity Moderate B (GAUG) in their 13F filings, down 1 from Q1 2025. 9 opened new positions and 10 sold out. The largest holders were Osaic Holdings, Inc. ($44.2M), Commonwealth Equity Services, LLC ($15.2M) and Raymond James Financial Inc. ($11.2M).
- Company
- FT Vest US Equity Moderate B
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q2 2025)
- CUSIP
- 33740U653
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $13.3M |
| Exits | 10 | $8.2M |
All 13F filers, Q1 2025 → Q2 2025: 1,737,987 shares bought and 709,082 shares sold, net +1,028,905 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 77 holders
| Osaic Holdings, Inc. | 0.08% | Add +1948.5% | 1,194,768 | $44.2M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -19.4% | 410,150 | $15.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -9.8% | 303,162 | $11.2M |
| WealthPlan Investment Management, LLC | 0.65% | New | 241,119 | $8.9M |
| Synergy Asset Management, LLC | 0.84% | Add +205.5% | 199,272 | $7.4M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -9.9% | 182,523 | $6.8M |
| Royal Bank of Canada | 0.00% | Reduce -10.2% | 171,813 | $6.4M |
| Milestone Asset Management, LLC | 1.11% | Add +2.0% | 141,703 | $5.2M |
| Americana Partners, LLC | 0.17% | Reduce -6.6% | 136,075 | $5.0M |
| Independent Financial Group, LLC | 0.09% | Reduce -47.0% | 92,361 | $3.4M |
| City Holding Co. | 0.32% | No change | 67,100 | $2.5M |
| WealthPLAN Partners, LLC | 0.39% | New | 65,480 | $2.4M |
| Cetera Investment Advisers | 0.00% | Add +12.1% | 63,051 | $2.3M |
| LPL Financial LLC | 0.00% | Add +63.8% | 52,606 | $1.9M |
| Tanglewood Legacy Advisors, LLC | 0.78% | Reduce -9.7% | 51,644 | $1.9M |
| Schulz Wealth, LTD. | 1.27% | Reduce -2.8% | 45,833 | $1.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.2% | 45,596 | $1.7M |
| Brookstone Capital Management | 0.02% | Add +28.7% | 43,362 | $1.6M |
| MAI Capital Management | 0.01% | Reduce -4.8% | 42,145 | $1.6M |
| Chris Bulman Inc | 0.89% | Add +32.0% | 41,989 | $1.6M |
| Silver Oak Securities, Incorporated | 0.11% | No change | 35,170 | $1.3M |
| UBS Group AG | 0.00% | Add +1742.1% | 30,431 | $1.1M |
| Brookwood Investment Group LLC | 0.18% | Add +203.8% | 30,255 | $1.1M |
| Horizon Investments, LLC | 0.02% | Add +13.3% | 27,083 | $1.0M |
| Centaurus Financial, Inc. | 0.05% | No change | 22,648 | $838K |
| Sanctuary Advisors, LLC | 0.01% | No change | 22,166 | $820K |
| United Capital Financial Advisors, LLC | 0.01% | No change | 18,285 | $676K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -21.4% | 16,996 | $629K |
| Uptick Partners, LLC | 0.17% | Add +10.5% | 15,801 | $585K |
| Darwin Wealth Management, LLC | 0.17% | Reduce -0.0% | 13,130 | $486K |
| Anfield Capital Management, LLC | 0.16% | New | 12,868 | $476K |
| Truist Financial Corp. | 0.00% | Reduce -1.6% | 12,761 | $472K |
| Mutual Advisors, LLC | 0.01% | No change | 12,249 | $460K |
| Grantvest Financial Group LLC | 0.31% | No change | 11,247 | $416K |
| Bouchey Financial Group, Ltd. | 0.03% | New | 10,733 | $397K |
| Keystone Wealth Services, LLC | 0.09% | Reduce -0.9% | 10,579 | $391K |
| Wood Tarver Financial Group, LLC | 0.12% | Reduce -94.7% | 10,331 | $382K |
| LVZ, Inc. | 0.04% | Add +19.0% | 10,083 | $373K |
| Goldman Sachs Group Inc. | 0.00% | New | 10,023 | $371K |
| IMG Wealth Management, Inc. | 0.29% | No change | 9,968 | $369K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -5.2% | 9,672 | $358K |
| FSB Premier Wealth Management, Inc. | 0.12% | No change | 9,319 | $345K |
| Mayfair Advisory Group, LLC | 0.16% | No change | 9,123 | $345K |
| CoreCap Advisors, LLC | 0.01% | Reduce -1.1% | 8,794 | $325K |
| Integrity Financial Corp | 0.16% | Add +21.8% | 8,540 | $316K |
| Concurrent Investment Advisors, LLC | 0.01% | No change | 8,175 | $302K |
| Crosspoint Financial, LLC | 0.79% | No change | 8,000 | $296K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -7.4% | 7,365 | $272K |
| Madrona Financial Services, LLC | 0.06% | No change | 7,308 | $270K |
| HRT Financial LP | 0.00% | New | 7,277 | $269K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 7,106 | $264K |
| Blue Bell Private Wealth Management, LLC | 0.04% | Reduce -4.5% | 7,045 | $261K |
| Prosperity Consulting Group, LLC | 0.02% | No change | 6,736 | $249K |
| Diligent Investors, LLC | 0.05% | No change | 6,180 | $229K |
| Focus Partners Wealth | 0.00% | No change | 6,000 | $222K |
| Harbour Investments, Inc. | 0.00% | Reduce -36.7% | 5,171 | $191K |
| REAP Financial Group, LLC | 0.04% | No change | 4,375 | $162K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 4,337 | $160K |
| Financial Network Wealth Advisors LLC | 0.19% | No change | 4,173 | $154K |
| DHJJ Financial Advisors, Ltd. | 0.04% | No change | 3,368 | $125K |
| Archer Investment Corp | 0.03% | Add +11.1% | 3,152 | $117K |
| Spire Wealth Management | 0.00% | No change | 3,135 | $116K |
| Barclays PLC | 0.00% | Reduce -39.7% | 3,060 | $113K |
| Morgan Stanley | 0.00% | New | 2,930 | $108K |
| Capital Analysts, LLC | 0.00% | No change | 2,866 | $106K |
| JPMorgan Chase & Co. | 0.00% | Reduce -57.2% | 2,590 | $96K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 2,058 | $76K |
| Ameritas Advisory Services, LLC | 0.00% | New | 1,796 | $66K |
| Sunbelt Securities, Inc. | 0.01% | No change | 1,770 | $62K |
| Hazlett, Burt & Watson, Inc. | 0.02% | No change | 1,375 | $51K |
| Principal Securities, Inc. | 0.00% | No change | 1,140 | $42K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,135 | $42K |
| Cwm, LLC | 0.00% | No change | 869 | $32K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -10.4% | 708 | $26K |
| Topsail Wealth Management, LLC | 0.00% | No change | 700 | $26K |
| AE Wealth Management LLC | 0.00% | Reduce -0.9% | 679 | $25K |
| NFSG Corp | 0.00% | No change | 88 | $3K |
"% of holder's portfolio" is GAUG's weight in each manager's 13F, not the share of FT Vest US Equity Moderate B the manager owns.