FT Vest US Equity Moderate BGJANETF
13F holders, Q1 2025 (March 31)104holders +17
29new positions
11sold out
1famous investor
$37.67avg. 13F price*
At the end of Q1 2025, 104 institutions reported holding FT Vest US Equity Moderate B (GJAN) in their 13F filings, up 17 from Q4 2024. 29 opened new positions and 11 sold out. The largest holders were Raymond James Financial Inc. ($39.8M), REAP Financial Group, LLC ($26.3M) and Bison Wealth, LLC ($23.9M). 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 (Q1 2025)
- CUSIP
- 33740F516
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $41.0M |
| Exits | 11 | $7.5M |
All 13F filers, Q4 2024 → Q1 2025: 2,983,060 shares bought and 451,741 shares sold, net +2,531,319 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 104 holders
| Raymond James Financial Inc. | 0.01% | Add +335.1% | 1,055,395 | $39.8M |
| REAP Financial Group, LLC | 6.50% | Reduce -10.1% | 696,859 | $26.3M |
| Bison Wealth, LLC | 2.23% | Reduce -13.7% | 633,956 | $23.9M |
| Osaic Holdings, Inc. | 0.04% | Add +247.6% | 440,104 | $16.6M |
| Range Financial Group LLC | 6.03% | New | 360,398 | $13.6M |
| Cetera Investment Advisers | 0.02% | Add +33.9% | 224,914 | $8.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +55.5% | 186,497 | $7.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +35.9% | 146,496 | $5.5M |
| Schulz Wealth, LTD. | 3.76% | Add +26.0% | 130,904 | $4.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +172.9% | 122,007 | $4.6M |
| Sagespring Wealth Partners, LLC | 0.11% | New | 118,878 | $4.5M |
| Gries Financial LLC | 0.85% | Reduce -4.7% | 116,088 | $4.4M |
| Truist Financial Corp. | 0.01% | Add +398.2% | 111,672 | $4.2M |
| Sigma Planning Corp | 0.13% | New | 110,744 | $4.2M |
| Commonwealth Financial Services, LLC | 0.85% | Reduce -15.2% | 110,548 | $4.2M |
| Stratos Wealth Advisors, LLC | 0.22% | New | 108,358 | $4.1M |
| Anfield Capital Management, LLC | 1.41% | New | 101,341 | $3.8M |
| Midwest Financial Network, LLC | 3.78% | Add +3.1% | 100,359 | $3.8M |
| Corus Family Wealth Advisors | 2.50% | New | 96,890 | $3.6M |
| LPL Financial LLC | 0.00% | Add +25.2% | 86,824 | $3.3M |
| Wood Tarver Financial Group, LLC | 1.02% | Add +197.6% | 83,352 | $3.1M |
| MML Investors Services, LLC | 0.01% | Add +158.3% | 72,232 | $2.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +37.4% | 69,648 | $2.6M |
| MAI Capital Management | 0.02% | Add +964.2% | 67,510 | $2.5M |
| Tanglewood Legacy Advisors, LLC | 1.08% | Add +68.9% | 65,163 | $2.5M |
| LM Advisors LLC | 0.42% | Reduce -2.1% | 61,805 | $2.3M |
| HBW Advisory Services LLC | 0.33% | Add +6.4% | 61,747 | $2.3M |
| Signal Advisors Wealth, LLC | 0.22% | Add +574.9% | 59,003 | $2.2M |
| Mariner, LLC | 0.00% | Add +42.3% | 42,105 | $1.6M |
| LifeWealth Investments, LLC | 0.71% | Reduce -6.1% | 39,373 | $1.5M |
| Corrado Advisors, LLC | 0.98% | Reduce -1.2% | 38,834 | $1.5M |
| NorthCrest Asset Manangement, LLC | 0.03% | No change | 30,530 | $1.2M |
| Sunbelt Securities, Inc. | 0.10% | Add +1319.3% | 30,416 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.02% | No change | 27,048 | $1.0M |
| Ignite Planners, LLC | 0.20% | Add +32.9% | 26,984 | $1.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -0.5% | 26,348 | $993K |
| Milestone Asset Management, LLC | 0.21% | Add +8.9% | 26,129 | $984K |
| Founders Financial Securities LLC | 0.08% | Add +103.3% | 25,598 | $958K |
| HighTower Advisors, LLC | 0.00% | New | 24,541 | $924K |
| Mutual Advisors, LLC | 0.02% | Add +42.0% | 22,241 | $832K |
| NewEdge Advisors, LLC | 0.00% | Add +144.2% | 21,980 | $828K |
| CreativeOne Wealth, LLC | 0.02% | Add +62.6% | 21,628 | $815K |
| Ferguson Shapiro LLC | 0.30% | No change | 21,400 | $806K |
| Mgo One Seven LLC | 0.03% | New | 19,200 | $723K |
| Noble Wealth Management PBC | 0.46% | Reduce -1.9% | 17,694 | $667K |
| Keystone Wealth Services, LLC | 0.15% | Add +73.0% | 15,046 | $567K |
| Synovus Financial Corp. | 0.01% | New | 14,766 | $556K |
| Archer Investment Corp | 0.13% | Add +1072.5% | 13,730 | $517K |
| Synergy Asset Management, LLC | 0.06% | New | 13,510 | $509K |
| Catalina Capital Group, LLC | 0.33% | No change | 13,115 | $494K |
| Modern Wealth Management, LLC | 0.02% | New | 12,785 | $482K |
| Integrated Wealth Concepts LLC | 0.01% | New | 12,764 | $481K |
| Capital Analysts, LLC | 0.02% | Reduce -2.6% | 11,896 | $448K |
| Grantvest Financial Group LLC | 0.35% | Add +101.7% | 11,294 | $425K |
| Harbour Investments, Inc. | 0.01% | Add +13.2% | 10,813 | $407K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +46.3% | 10,593 | $399K |
| Nations Financial Group Inc, /Ia/ | 0.03% | New | 10,390 | $391K |
| Jane Street Group, LLC | 0.00% | New | 10,118 | $381K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +14.2% | 10,065 | $379K |
| Citadel Advisors | 0.00% | New | 9,442 | $356K |
| AE Wealth Management LLC | 0.00% | Reduce -81.3% | 8,952 | $337K |
| FSB Premier Wealth Management, Inc. | 0.13% | Add +9.0% | 8,849 | $333K |
| Sequent Planning LLC | 0.12% | Add +18.9% | 8,816 | $332K |
| Harvest Investment Services, LLC | 0.09% | New | 8,616 | $325K |
| Signature Estate & Investment Advisors LLC | 0.01% | No change | 8,245 | $311K |
| CoreCap Advisors, LLC | 0.01% | Add +20.6% | 8,108 | $305K |
| BCGM Wealth Management, LLC | 0.09% | No change | 8,100 | $305K |
| Cwm, LLC | 0.00% | Add +15.8% | 7,849 | $296K |
| Jaffetilchin Investment Partners, LLC | 0.02% | New | 7,062 | $266K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +19.7% | 6,459 | $243K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +19.7% | 6,459 | $243K |
| Avidian Wealth Enterprises, LLC | 0.01% | No change | 6,398 | $241K |
| Integrity Financial Corp | 0.14% | Add +50.1% | 6,358 | $240K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | New | 6,277 | $236K |
| LVZ, Inc. | 0.03% | New | 6,174 | $233K |
| Quad-Cities Investment Group, LLC | 0.11% | Reduce -0.8% | 6,166 | $232K |
| Diligent Investors, LLC | 0.06% | New | 6,161 | $232K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 6,041 | $228K |
| Advisory Services Network, LLC | 0.00% | Reduce -10.6% | 6,000 | $226K |
| Cornell Pochily Investment Advisors, Inc. | 0.07% | New | 5,555 | $209K |
| Kraematon Investment Advisors, Inc. | 0.21% | No change | 5,435 | $205K |
| Bouchey Financial Group, Ltd. | 0.02% | New | 5,407 | $204K |
| Uptick Partners, LLC | 0.07% | New | 5,381 | $203K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 5,343 | $201K |
| Centaurus Financial, Inc. | 0.01% | New | 4,392 | $165K |
| Morgan Stanley | 0.00% | Reduce -16.8% | 2,547 | $96K |
| UBS Group AG | 0.00% | New | 2,256 | $85K |
| JPMorgan Chase & Co. | 0.00% | New | 2,013 | $76K |
| Principal Securities, Inc. | 0.00% | No change | 1,560 | $60K |
| Creative Financial Designs Inc. | 0.00% | Reduce -4.5% | 1,579 | $59K |
| Lanark Financial, Inc. | 0.00% | — | 1,435 | $54K |
| Spire Wealth Management | 0.00% | No change | 1,400 | $53K |
| Financial Network Wealth Advisors LLC | 0.07% | Add +67.7% | 1,348 | $51K |
| DHJJ Financial Advisors, Ltd. | 0.02% | Add +24.2% | 1,308 | $49K |
| Private Trust Co. NA | 0.00% | Reduce -3.8% | 1,227 | $46K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -66.0% | 1,025 | $39K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 825 | $31K |
| EPG Wealth Management LLC | 0.01% | No change | 800 | $30K |
| Farther Finance Advisors, LLC | 0.00% | New | 660 | $25K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 450 | $17K |
| IFP Advisors, Inc | 0.00% | No change | 404 | $15K |
| Kiker Wealth Management, LLC | 0.00% | New | 110 | $4K |
| Assetmark, Inc. | 0.00% | No change | 72 | $3K |
| Barclays PLC | 0.00% | Reduce -99.0% | 53 | $2K |
"% of holder's portfolio" is GJAN's weight in each manager's 13F, not the share of FT Vest US Equity Moderate B the manager owns.