FT Vest US Equity Moderate BGAUGETF

13F holders, Q4 2025 (December 31)
108holders +11
14new positions
5sold out
$39.26avg. 13F price*

At the end of Q4 2025, 108 institutions reported holding FT Vest US Equity Moderate B (GAUG) in their 13F filings, up 11 from Q3 2025. 14 opened new positions and 5 sold out. The largest holders were Commonwealth Equity Services, LLC ($21.6M), Raymond James Financial Inc. ($13.7M) and Americana Partners, LLC ($8.5M).

Company
FT Vest US Equity Moderate B
Filed as
FIRST TR EXCHNG TRADED FD VI (Q4 2025)
CUSIP
33740U653
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 45Q1 2024Q2 2024: 51Q2 2024Q3 2024: 78Q3 2024Q4 2024: 80Q4 2024Q1 2025: 78Q1 2025Q2 2025: 77Q2 2025Q3 2025: 97Q3 2025Q4 2025: 108Q4 2025Q1 2026: 104Q1 2026Q2 2026: 102Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions14$3.4M
Exits5$16.1M

All 13F filers, Q3 2025 → Q4 2025: 130,073 shares bought and 2,249,695 shares sold, net −2,119,622 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 108 holders

Commonwealth Equity Services, LLC 0.03% Reduce -4.5% 551,334 $21.6M
Raymond James Financial Inc. 0.00% Reduce -21.3% 349,928 $13.7M
Americana Partners, LLC 0.23% Reduce -20.2% 215,961 $8.5M
Kestra Advisory Services, LLC 0.03% Add +0.1% 205,754 $8.1M
Milestone Asset Management, LLC 1.00% Add +4.0% 134,654 $5.3M
Osaic Holdings, Inc. 0.01% Reduce -90.1% 123,892 $4.9M
LPL Financial LLC 0.00% Add +3.6% 112,847 $4.4M
MAI Capital Management 0.02% Reduce -40.7% 109,143 $4.3M
Envestnet Asset Management Inc. 0.00% Add +0.5% 77,388 $3.0M
Cetera Investment Advisers 0.00% Reduce -0.4% 77,031 $3.0M
Schulz Wealth, LTD. 1.91% Reduce -0.6% 76,106 $3.0M
City Holding Co. 0.32% No change 66,600 $2.6M
Sage Capital Advisors,llc 0.51% Add +5.8% 55,121 $2.2M
Tanglewood Legacy Advisors, LLC 0.80% Reduce -4.0% 54,138 $2.1M
Mgo One Seven LLC 0.04% Reduce -20.5% 51,053 $2.0M
Royal Bank of Canada 0.00% Reduce -63.1% 50,313 $2.0M
Independent Financial Group, LLC 0.04% Add +1.0% 47,486 $1.9M
WealthPlan Investment Management, LLC 0.11% Reduce -84.8% 45,407 $1.8M
Brookstone Capital Management 0.02% Add +0.4% 43,530 $1.7M
Janney Montgomery Scott LLC 0.00% Reduce -16.3% 43,135 $1.7M
Chris Bulman Inc 0.73% Add +2.6% 41,984 $1.6M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.08% No change 35,170 $1.4M
Horizon Investments, LLC 0.02% Add +11.4% 34,321 $1.3M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -1.0% 30,426 $1.2M
Sanctuary Advisors, LLC 0.01% Reduce -3.7% 27,741 $1.1M
Truist Financial Corp. 0.00% Add +6.6% 26,203 $1.0M
WealthPLAN Partners, LLC 0.14% Reduce -65.9% 24,550 $964K
Kovack Advisors, Inc. 0.04% New 23,831 $936K
Centaurus Financial, Inc. 0.04% No change 22,648 $889K
CreativeOne Wealth, LLC 0.02% Reduce -0.0% 22,243 $873K
Mutual Advisors, LLC 0.02% No change 21,109 $829K
ORG Partners LLC 0.14% No change 19,850 $779K
Captrust Financial Advisors 0.00% No change 18,860 $740K
Uptick Partners, LLC 0.16% Reduce -5.0% 18,675 $733K
LVZ, Inc. 0.08% Add +17.0% 17,960 $705K
United Capital Financial Advisors, LLC 0.00% No change 17,885 $702K
FSB Premier Wealth Management, Inc. 0.22% Reduce -0.3% 17,543 $689K
Wood Tarver Financial Group, LLC 0.18% Add +5.5% 15,987 $627K
Sunbelt Securities, Inc. 0.04% Reduce -3.1% 15,763 $619K
Susquehanna International Group, LLP 0.00% Add +45.5% 14,753 $579K
Savvy Advisors, Inc. 0.02% New 13,851 $544K
Jane Street Group, LLC 0.00% New 13,526 $531K
JPMorgan Chase & Co. 0.00% New 13,275 $521K
Kestra Investment Management, LLC 0.01% No change 13,063 $513K
Anfield Capital Management, LLC 0.16% Reduce -0.6% 12,792 $502K
Kestra Private Wealth Services, LLC 0.01% No change 12,695 $498K
Stratos Wealth Advisors, LLC 0.02% Reduce -9.2% 12,544 $492K
Harbour Investments, Inc. 0.01% Reduce -14.7% 12,309 $483K
Bouchey Financial Group, Ltd. 0.04% Reduce -0.8% 12,105 $475K
Darwin Wealth Management, LLC 0.15% Reduce -8.0% 12,083 $474K
HBW Advisory Services LLC 0.04% No change 10,264 $403K
Merit Financial Group, LLC 0.00% Reduce -49.8% 10,118 $397K
IMG Wealth Management, Inc. 0.25% No change 9,968 $391K
Grantvest Financial Group LLC 0.25% Reduce -26.5% 9,802 $385K
US Bancorp \de 0.00% No change 9,565 $376K
CoreCap Advisors, LLC 0.01% Add +4.3% 9,199 $361K
Mayfair Advisory Group, LLC 0.14% No change 9,123 $358K
Concurrent Investment Advisors, LLC 0.00% No change 8,981 $353K
Orion Porfolio Solutions, LLC 0.00% Reduce -0.1% 8,841 $347K
Ameritas Advisory Services, LLC 0.01% Add +1252.5% 8,629 $339K
Integrity Financial Corp 0.17% No change 8,548 $336K
Archer Investment Corp 0.07% Reduce -0.1% 8,066 $317K
Crosspoint Financial, LLC 0.74% No change 8,000 $314K
Diligent Investors, LLC 0.07% No change 7,645 $300K
Madrona Financial Services, LLC 0.06% No change 7,308 $287K
Steward Partners Investment Advisory, LLC 0.00% Reduce -16.3% 7,297 $286K
NorthCrest Asset Manangement, LLC 0.01% No change 7,106 $280K
Blue Bell Private Wealth Management, LLC 0.04% Reduce -2.5% 6,867 $270K
Prosperity Consulting Group, LLC 0.01% Reduce -3.7% 6,486 $255K
MML Investors Services, LLC 0.00% No change 6,247 $245K
Keating Financial Advisory Services, Inc. 0.03% — 6,217 $244K
Focus Partners Wealth 0.00% No change 6,000 $236K
Axxcess Wealth Management, LLC 0.00% New 5,843 $229K
RFG Advisory, LLC 0.00% No change 5,825 $229K
Silver Oak Securities, Incorporated 0.02% New 5,797 $229K
First Heartland Consultants, Inc. 0.02% No change 5,700 $224K
Cwm, LLC 0.00% Add +18.3% 5,524 $217K
Wealthgarden F.S. LLC 0.14% No change 5,456 $216K
Wealth Enhancement Advisory Services, LLC 0.00% No change 5,438 $215K
HRT Financial LP 0.00% New 5,419 $212K
NewEdge Advisors, LLC 0.00% Reduce -22.2% 5,395 $212K
Financial Network Wealth Advisors LLC 0.22% Reduce -0.0% 5,369 $211K
DHJJ Financial Advisors, Ltd. 0.07% No change 5,088 $200K
Barclays PLC 0.00% Add +162.6% 5,021 $197K
REAP Financial Group, LLC 0.03% Reduce -0.8% 4,297 $169K
Triumph Capital Management 0.04% New 4,263 $167K
Reicon Wealth Advisors, LLC 0.12% — 4,011 $157K
Benson Wealth Management INC 0.16% — 3,773 $148K
Farther Finance Advisors, LLC 0.00% Add +320.6% 3,600 $141K
Morgan Stanley 0.00% No change 2,930 $115K
Capital Analysts, LLC 0.00% No change 2,866 $113K
Clearstead Advisors, LLC 0.00% No change 2,645 $104K
SOA Wealth Advisors, LLC. 0.01% No change 2,058 $81K
Lanark Financial, Inc. 0.01% No change 1,782 $70K
Hazlett, Burt & Watson, Inc. 0.02% No change 1,375 $54K
Private Trust Co. NA 0.00% No change 1,169 $46K
Creative Financial Designs Inc. 0.00% No change 1,135 $45K
Topsail Wealth Management, LLC 0.00% No change 700 $27K
AE Wealth Management LLC 0.00% Reduce -12.8% 592 $23K
National Bank of Canada 0.00% New 506 $20K

"% 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.

Show all 108 holders