FT Vest US Equity Moderate BGAUGETF
13F holders, Q3 2025 (September 30)97holders +20
28new positions
8sold out
1famous investor
$38.38avg. 13F price*
At the end of Q3 2025, 97 institutions reported holding FT Vest US Equity Moderate B (GAUG) in their 13F filings, up 20 from Q2 2025. 28 opened new positions and 8 sold out. The largest holders were Osaic Holdings, Inc. ($47.7M), Gries Financial LLC ($29.4M) and Commonwealth Equity Services, LLC ($22.3M). 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 (Q3 2025)
- CUSIP
- 33740U653
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $45.0M |
| Exits | 8 | $4.7M |
All 13F filers, Q2 2025 → Q3 2025: 2,359,384 shares bought and 223,813 shares sold, net +2,135,571 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 97 holders
| Osaic Holdings, Inc. | 0.07% | Add +5.1% | 1,255,299 | $47.7M |
| Gries Financial LLC | 4.64% | New | 760,258 | $29.4M |
| Commonwealth Equity Services, LLC | 0.03% | Add +40.7% | 577,045 | $22.3M |
| Raymond James Financial Inc. | 0.01% | Add +46.7% | 444,631 | $17.2M |
| Synergy Asset Management, LLC | 0.53% | Add +100.0% | 398,544 | $14.7M |
| WealthPlan Investment Management, LLC | 0.76% | Add +23.6% | 297,962 | $11.5M |
| Americana Partners, LLC | 0.31% | Add +99.0% | 270,747 | $10.5M |
| Kestra Advisory Services, LLC | 0.04% | Add +12.6% | 205,594 | $7.9M |
| MAI Capital Management | 0.04% | Add +336.4% | 183,930 | $7.1M |
| Royal Bank of Canada | 0.00% | Reduce -20.7% | 136,280 | $5.3M |
| Milestone Asset Management, LLC | 0.95% | Reduce -8.6% | 129,530 | $5.0M |
| LPL Financial LLC | 0.00% | Add +107.1% | 108,961 | $4.2M |
| Cetera Investment Advisers | 0.00% | Add +22.7% | 77,371 | $3.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +69.0% | 77,037 | $3.0M |
| Schulz Wealth, LTD. | 1.96% | Add +67.1% | 76,586 | $3.0M |
| WealthPLAN Partners, LLC | 0.42% | Add +10.1% | 72,083 | $2.8M |
| City Holding Co. | 0.32% | Reduce -0.8% | 66,600 | $2.6M |
| Mgo One Seven LLC | 0.06% | New | 64,252 | $2.5M |
| Tanglewood Legacy Advisors, LLC | 0.84% | Add +9.2% | 56,408 | $2.2M |
| Sage Capital Advisors,llc | 0.48% | New | 52,109 | $2.0M |
| Janney Montgomery Scott LLC | 0.00% | New | 51,532 | $2.0M |
| Independent Financial Group, LLC | 0.04% | Reduce -49.1% | 47,010 | $1.8M |
| Brookstone Capital Management | 0.02% | Reduce -0.0% | 43,358 | $1.7M |
| Chris Bulman Inc | 0.79% | Reduce -2.6% | 40,908 | $1.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.08% | New | 35,170 | $1.4M |
| Horizon Investments, LLC | 0.02% | Add +13.8% | 30,809 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +80.8% | 30,726 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | Add +29.9% | 28,800 | $1.1M |
| Truist Financial Corp. | 0.00% | Add +92.7% | 24,588 | $949K |
| Centaurus Financial, Inc. | 0.04% | No change | 22,648 | $874K |
| CreativeOne Wealth, LLC | 0.02% | Add +130.0% | 22,246 | $859K |
| Mutual Advisors, LLC | 0.02% | Add +72.3% | 21,109 | $817K |
| Merit Financial Group, LLC | 0.01% | New | 20,148 | $778K |
| ORG Partners LLC | 0.14% | New | 19,850 | $766K |
| Uptick Partners, LLC | 0.20% | Add +24.4% | 19,651 | $759K |
| Citadel Advisors | 0.00% | New | 19,438 | $751K |
| Captrust Financial Advisors | 0.00% | New | 18,860 | $728K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -2.2% | 17,885 | $691K |
| FSB Premier Wealth Management, Inc. | 0.22% | Add +88.8% | 17,596 | $679K |
| Sunbelt Securities, Inc. | 0.04% | Add +818.8% | 16,263 | $628K |
| LVZ, Inc. | 0.07% | Add +52.3% | 15,356 | $593K |
| Wood Tarver Financial Group, LLC | 0.17% | Add +46.7% | 15,158 | $585K |
| Harbour Investments, Inc. | 0.01% | Add +179.1% | 14,434 | $557K |
| Stratos Wealth Advisors, LLC | 0.03% | New | 13,818 | $534K |
| Grantvest Financial Group LLC | 0.36% | Add +18.5% | 13,331 | $515K |
| Darwin Wealth Management, LLC | 0.16% | No change | 13,130 | $507K |
| Kestra Investment Management, LLC | 0.01% | New | 13,063 | $504K |
| Anfield Capital Management, LLC | 0.15% | No change | 12,868 | $497K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 12,695 | $490K |
| Bouchey Financial Group, Ltd. | 0.04% | Add +13.7% | 12,198 | $471K |
| Keystone Wealth Services, LLC | 0.09% | Reduce -1.7% | 10,401 | $402K |
| HBW Advisory Services LLC | 0.04% | New | 10,264 | $396K |
| Susquehanna International Group, LLP | 0.00% | New | 10,138 | $391K |
| IMG Wealth Management, Inc. | 0.26% | No change | 9,968 | $385K |
| US Bancorp \de | 0.00% | New | 9,565 | $369K |
| Mayfair Advisory Group, LLC | 0.15% | No change | 9,123 | $352K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +9.9% | 8,981 | $347K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 8,845 | $342K |
| CoreCap Advisors, LLC | 0.01% | Add +0.3% | 8,818 | $340K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +101.1% | 8,722 | $337K |
| Integrity Financial Corp | 0.16% | Add +0.1% | 8,548 | $330K |
| Archer Investment Corp | 0.07% | Add +156.2% | 8,074 | $312K |
| Crosspoint Financial, LLC | 0.76% | No change | 8,000 | $309K |
| Diligent Investors, LLC | 0.07% | Add +23.7% | 7,645 | $295K |
| Madrona Financial Services, LLC | 0.06% | No change | 7,308 | $282K |
| NorthCrest Asset Manangement, LLC | 0.01% | No change | 7,106 | $275K |
| Blue Bell Private Wealth Management, LLC | 0.04% | No change | 7,045 | $272K |
| NewEdge Advisors, LLC | 0.00% | New | 6,935 | $268K |
| Prosperity Consulting Group, LLC | 0.01% | No change | 6,736 | $260K |
| MML Investors Services, LLC | 0.00% | New | 6,247 | $241K |
| Focus Partners Wealth | 0.00% | No change | 6,000 | $232K |
| RFG Advisory, LLC | 0.00% | New | 5,825 | $225K |
| First Heartland Consultants, Inc. | 0.02% | New | 5,700 | $220K |
| Wealthgarden F.S. LLC | 0.15% | New | 5,456 | $211K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 5,438 | $210K |
| Financial Network Wealth Advisors LLC | 0.23% | Add +28.7% | 5,370 | $207K |
| DHJJ Financial Advisors, Ltd. | 0.07% | Add +51.1% | 5,088 | $196K |
| Cwm, LLC | 0.00% | Add +437.3% | 4,669 | $180K |
| REAP Financial Group, LLC | 0.04% | Reduce -0.9% | 4,334 | $167K |
| Morgan Stanley | 0.00% | No change | 2,930 | $113K |
| Capital Analysts, LLC | 0.00% | No change | 2,866 | $111K |
| Clearstead Advisors, LLC | 0.00% | New | 2,645 | $102K |
| Advisory Services Network, LLC | 0.00% | New | 2,617 | $101K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 2,058 | $79K |
| Principal Securities, Inc. | 0.00% | Add +72.4% | 1,965 | $76K |
| Barclays PLC | 0.00% | Reduce -37.5% | 1,912 | $74K |
| Lanark Financial, Inc. | 0.01% | New | 1,782 | $69K |
| Hazlett, Burt & Watson, Inc. | 0.02% | No change | 1,375 | $53K |
| Private Trust Co. NA | 0.00% | New | 1,169 | $45K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,135 | $44K |
| Farther Finance Advisors, LLC | 0.00% | Add +20.9% | 856 | $33K |
| Topsail Wealth Management, LLC | 0.00% | No change | 700 | $27K |
| AE Wealth Management LLC | 0.00% | No change | 679 | $26K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -64.5% | 638 | $25K |
| Allworth Financial LP | 0.00% | New | 333 | $13K |
| Pinnacle Bancorp, Inc. | 0.00% | New | 275 | $11K |
| 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.