FT Vest US Equity Moderate BGJANETF
13F holders, Q2 2025 (June 30)106holders +2
8new positions
6sold out
$39.97avg. 13F price*
At the end of Q2 2025, 106 institutions reported holding FT Vest US Equity Moderate B (GJAN) in their 13F filings, up 2 from Q1 2025. 8 opened new positions and 6 sold out. The largest holders were Raymond James Financial Inc. ($40.7M), REAP Financial Group, LLC ($22.2M) and Bison Wealth, LLC ($22.0M).
- Company
- FT Vest US Equity Moderate B
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q2 2025)
- CUSIP
- 33740F516
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $8.8M |
| Exits | 6 | $1.4M |
All 13F filers, Q1 2025 → Q2 2025: 433,283 shares bought and 536,752 shares sold, net −103,469 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 106 holders
| Raymond James Financial Inc. | 0.01% | Reduce -3.5% | 1,018,772 | $40.7M |
| REAP Financial Group, LLC | 5.21% | Reduce -20.4% | 554,968 | $22.2M |
| Bison Wealth, LLC | 1.74% | Reduce -13.1% | 550,716 | $22.0M |
| Osaic Holdings, Inc. | 0.03% | Add +1.2% | 445,345 | $17.8M |
| Range Financial Group LLC | 5.32% | Reduce -6.0% | 338,625 | $13.5M |
| Cetera Investment Advisers | 0.01% | Reduce -4.1% | 215,659 | $8.6M |
| First International Bank of Israel Ltd. | 4.83% | — | 205,000 | $8.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +10.2% | 161,480 | $6.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -16.8% | 155,153 | $6.2M |
| Signal Advisors Wealth, LLC | 0.46% | Add +149.7% | 147,326 | $5.9M |
| Schulz Wealth, LTD. | 4.06% | Add +3.9% | 136,034 | $5.4M |
| Foguth Wealth Management, LLC. | 1.10% | New | 128,794 | $5.1M |
| Sagespring Wealth Partners, LLC | 0.11% | Add +3.0% | 122,505 | $4.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -2.1% | 119,473 | $4.8M |
| Truist Financial Corp. | 0.01% | Add +0.3% | 112,022 | $4.5M |
| Commonwealth Financial Services, LLC | 0.84% | Reduce -1.3% | 109,082 | $4.4M |
| Gries Financial LLC | 0.79% | Reduce -7.0% | 108,010 | $4.3M |
| Stratos Wealth Advisors, LLC | 0.22% | Reduce -1.9% | 106,271 | $4.2M |
| Sigma Planning Corp | 0.13% | Reduce -5.4% | 104,749 | $4.2M |
| LPL Financial LLC | 0.00% | Add +18.8% | 103,142 | $4.1M |
| Anfield Capital Management, LLC | 1.33% | Reduce -0.5% | 100,830 | $4.0M |
| Corus Family Wealth Advisors | 2.74% | No change | 96,890 | $3.9M |
| Midwest Financial Network, LLC | 3.55% | Reduce -10.9% | 89,409 | $3.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +5.5% | 73,463 | $2.9M |
| Tanglewood Legacy Advisors, LLC | 1.16% | Add +8.6% | 70,733 | $2.8M |
| HBW Advisory Services LLC | 0.31% | Add +2.1% | 63,048 | $2.5M |
| LM Advisors LLC | 0.32% | Reduce -0.3% | 61,615 | $2.5M |
| MAI Capital Management | 0.02% | Reduce -9.5% | 61,112 | $2.4M |
| JPMorgan Chase & Co. | 0.00% | Add +2070.4% | 43,691 | $1.7M |
| Mariner, LLC | 0.00% | Reduce -0.3% | 42,000 | $1.7M |
| LifeWealth Investments, LLC | 0.58% | Add +1.4% | 39,939 | $1.6M |
| Corrado Advisors, LLC | 0.94% | Reduce -1.3% | 38,320 | $1.5M |
| MML Investors Services, LLC | 0.00% | Reduce -54.1% | 33,165 | $1.3M |
| Wood Tarver Financial Group, LLC | 0.40% | Reduce -60.5% | 32,960 | $1.3M |
| Ignite Planners, LLC | 0.19% | No change | 26,984 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +0.2% | 27,098 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +2.6% | 27,032 | $1.1M |
| NorthCrest Asset Manangement, LLC | 0.03% | Reduce -13.4% | 26,435 | $1.1M |
| Milestone Asset Management, LLC | 0.21% | Reduce -3.3% | 25,276 | $1.0M |
| Founders Financial Securities LLC | 0.08% | Reduce -1.8% | 25,133 | $1.0M |
| Old Mission Capital LLC | 0.03% | New | 24,751 | $989K |
| HighTower Advisors, LLC | 0.00% | No change | 24,541 | $981K |
| Synovus Financial Corp. | 0.01% | Add +61.5% | 23,853 | $953K |
| Mutual Advisors, LLC | 0.02% | No change | 22,241 | $903K |
| NewEdge Advisors, LLC | 0.00% | Add +2.3% | 22,480 | $898K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -1.0% | 21,413 | $856K |
| Ferguson Shapiro LLC | 0.29% | No change | 21,400 | $855K |
| Goldman Sachs Group Inc. | 0.00% | New | 21,350 | $853K |
| Mgo One Seven LLC | 0.03% | Add +9.9% | 21,110 | $844K |
| Susquehanna International Group, LLP | 0.00% | New | 17,730 | $709K |
| Triumph Capital Management | 0.21% | New | 17,188 | $687K |
| Keystone Wealth Services, LLC | 0.14% | No change | 15,046 | $601K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +31.0% | 13,873 | $558K |
| Archer Investment Corp | 0.13% | Reduce -0.9% | 13,610 | $544K |
| Catalina Capital Group, LLC | 0.35% | No change | 13,115 | $524K |
| Modern Wealth Management, LLC | 0.01% | No change | 12,785 | $511K |
| Integrated Wealth Concepts LLC | 0.01% | No change | 12,764 | $510K |
| Capital Analysts, LLC | 0.02% | Add +2.7% | 12,215 | $488K |
| Grantvest Financial Group LLC | 0.34% | No change | 11,294 | $451K |
| Harbour Investments, Inc. | 0.01% | Reduce -1.4% | 10,659 | $426K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Add +1.4% | 10,540 | $421K |
| Sequent Planning LLC | 0.11% | Add +0.6% | 8,867 | $354K |
| FSB Premier Wealth Management, Inc. | 0.13% | No change | 8,849 | $354K |
| Harvest Investment Services, LLC | 0.08% | Add +0.1% | 8,621 | $345K |
| Signature Estate & Investment Advisors LLC | 0.01% | No change | 8,245 | $330K |
| AE Wealth Management LLC | 0.00% | Reduce -8.4% | 8,198 | $328K |
| BCGM Wealth Management, LLC | 0.09% | No change | 8,100 | $324K |
| CoreCap Advisors, LLC | 0.01% | Reduce -1.3% | 8,001 | $320K |
| Cwm, LLC | 0.00% | No change | 7,849 | $314K |
| Integrity Financial Corp | 0.16% | Add +21.9% | 7,753 | $310K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Add +20.6% | 7,568 | $302K |
| Synergy Asset Management, LLC | 0.03% | Reduce -46.6% | 7,210 | $288K |
| Jaffetilchin Investment Partners, LLC | 0.02% | No change | 7,062 | $282K |
| Global Retirement Partners, LLC | 0.01% | — | 6,750 | $270K |
| Avidian Wealth Enterprises, LLC | 0.01% | No change | 6,398 | $256K |
| Diligent Investors, LLC | 0.06% | No change | 6,161 | $246K |
| LVZ, Inc. | 0.03% | Reduce -0.6% | 6,139 | $245K |
| Jane Street Group, LLC | 0.00% | Reduce -39.3% | 6,139 | $245K |
| Advisory Services Network, LLC | 0.00% | No change | 6,000 | $243K |
| Quad-Cities Investment Group, LLC | 0.10% | Reduce -6.6% | 5,759 | $230K |
| Cornell Pochily Investment Advisors, Inc. | 0.07% | No change | 5,555 | $222K |
| Kraematon Investment Advisors, Inc. | 0.20% | No change | 5,435 | $217K |
| Uptick Partners, LLC | 0.06% | No change | 5,381 | $215K |
| Concurrent Investment Advisors, LLC | 0.00% | No change | 5,343 | $214K |
| McKinley Carter Wealth Services, Inc. | 0.01% | New | 5,335 | $213K |
| Barclays PLC | 0.00% | Add +9403.8% | 5,037 | $201K |
| UBS Group AG | 0.00% | Add +100.0% | 4,511 | $180K |
| Centaurus Financial, Inc. | 0.01% | No change | 4,392 | $176K |
| Principal Securities, Inc. | 0.00% | Add +76.9% | 2,760 | $110K |
| Morgan Stanley | 0.00% | No change | 2,547 | $102K |
| Ameritas Advisory Services, LLC | 0.01% | New | 2,434 | $97K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -93.0% | 2,143 | $83K |
| Royal Bank of Canada | 0.00% | New | 1,612 | $64K |
| Creative Financial Designs Inc. | 0.00% | Reduce -3.2% | 1,528 | $61K |
| Lanark Financial, Inc. | 0.00% | No change | 1,435 | $57K |
| Spire Wealth Management | 0.00% | No change | 1,400 | $56K |
| Financial Network Wealth Advisors LLC | 0.07% | No change | 1,348 | $54K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 1,308 | $52K |
| Geneos Wealth Management Inc. | 0.00% | Add +2.4% | 1,050 | $42K |
| Private Trust Co. NA | 0.00% | Reduce -21.5% | 963 | $38K |
"% 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.