FT Vest US Equity Moderate BGJANETF

13F holders, Q3 2025 (September 30)
103holders −3
5new positions
8sold out
$41.63avg. 13F price*

At the end of Q3 2025, 103 institutions reported holding FT Vest US Equity Moderate B (GJAN) in their 13F filings, down 3 from Q2 2025. 5 opened new positions and 8 sold out. The largest holders were Raymond James Financial Inc. ($22.2M), REAP Financial Group, LLC ($21.5M) and Osaic Holdings, Inc. ($15.8M).

Company
FT Vest US Equity Moderate B
Filed as
FIRST TR EXCHNG TRADED FD VI (Q3 2025)
CUSIP
33740F516
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 82Q1 2024Q2 2024: 82Q2 2024Q3 2024: 85Q3 2024Q4 2024: 87Q4 2024Q1 2025: 104Q1 2025Q2 2025: 106Q2 2025Q3 2025: 103Q3 2025Q4 2025: 110Q4 2025Q1 2026: 119Q1 2026Q2 2026: 123Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions5$12.5M
Exits8$29.9M

All 13F filers, Q2 2025 → Q3 2025: 429,503 shares bought and 1,802,263 shares sold, net −1,372,760 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 103 holders

Raymond James Financial Inc. 0.01% Reduce -47.8% 531,882 $22.2M
REAP Financial Group, LLC 4.67% Reduce -7.1% 515,808 $21.5M
Osaic Holdings, Inc. 0.02% Reduce -14.2% 382,011 $15.8M
Range Financial Group LLC 5.02% Reduce -1.6% 333,329 $13.9M
Janney Montgomery Scott LLC 0.03% New 265,913 $11.1M
Cetera Investment Advisers 0.01% Add +8.4% 233,847 $9.7M
First International Bank of Israel Ltd. 4.85% No change 205,000 $8.5M
Envestnet Asset Management Inc. 0.00% Reduce -1.0% 153,555 $6.4M
Commonwealth Equity Services, LLC 0.01% Reduce -12.2% 141,834 $5.9M
Schulz Wealth, LTD. 3.71% Reduce -1.1% 134,583 $5.6M
Truist Financial Corp. 0.01% Reduce -3.2% 108,440 $4.5M
Commonwealth Financial Services, LLC 0.76% Reduce -2.1% 106,783 $4.4M
Sigma Planning Corp 0.12% Reduce -0.5% 104,192 $4.3M
LPL Financial LLC 0.00% Reduce -1.7% 101,371 $4.2M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -15.7% 100,757 $4.2M
Anfield Capital Management, LLC 1.23% Reduce -0.6% 100,242 $4.2M
Corus Family Wealth Advisors 2.89% Reduce -2.6% 94,395 $3.9M
Midwest Financial Network, LLC 2.69% Reduce -11.2% 79,433 $3.3M
Tanglewood Legacy Advisors, LLC 1.13% Reduce -0.4% 70,453 $2.9M
HBW Advisory Services LLC 0.30% Add +3.0% 64,958 $2.7M
LM Advisors LLC 0.37% Add +0.6% 61,981 $2.6M
Kestra Advisory Services, LLC 0.01% Reduce -16.7% 61,182 $2.5M
Susquehanna International Group, LLP 0.00% Add +158.3% 45,804 $1.9M
Mariner, LLC 0.00% Reduce -2.0% 41,150 $1.7M
LifeWealth Investments, LLC 0.55% Reduce -0.0% 39,932 $1.7M
Corrado Advisors, LLC 0.85% Reduce -1.1% 37,910 $1.6M
Old Mission Capital LLC 0.05% Add +36.6% 33,807 $1.4M
Gries Financial LLC 0.21% Reduce -70.3% 32,134 $1.3M
Wood Tarver Financial Group, LLC 0.39% Reduce -2.9% 32,011 $1.3M
MML Investors Services, LLC 0.00% Reduce -4.5% 31,660 $1.3M
Sunbelt Securities, Inc. 0.09% Add +1343.4% 30,933 $1.3M
NorthCrest Asset Manangement, LLC 0.03% Add +12.4% 29,715 $1.2M
Founders Financial Securities LLC 0.08% Add +13.8% 28,597 $1.2M
Ignite Planners, LLC 0.18% No change 26,984 $1.1M
Steward Partners Investment Advisory, LLC 0.01% Reduce -1.1% 26,732 $1.1M
Synovus Financial Corp. 0.01% Add +11.9% 26,688 $1.1M
Kestra Private Wealth Services, LLC 0.01% Reduce -4.4% 25,898 $1.1M
HighTower Advisors, LLC 0.00% No change 24,541 $1.0M
Milestone Asset Management, LLC 0.18% Reduce -8.4% 23,150 $965K
Mutual Advisors, LLC 0.02% No change 22,241 $931K
Synergy Asset Management, LLC 0.03% Add +216.0% 22,783 $925K
Ferguson Shapiro LLC 0.29% No change 21,400 $892K
CreativeOne Wealth, LLC 0.02% Reduce -2.5% 20,879 $870K
NewEdge Advisors, LLC 0.00% Reduce -8.8% 20,505 $854K
Signal Advisors Wealth, LLC 0.08% Reduce -86.4% 20,050 $835K
Triumph Capital Management 0.20% Add +3.3% 17,757 $740K
Jane Street Group, LLC 0.00% Add +163.9% 16,203 $675K
IMC-Chicago, LLC 0.01% New 16,170 $674K
Mgo One Seven LLC 0.01% Reduce -27.5% 15,310 $638K
Keystone Wealth Services, LLC 0.13% Reduce -4.7% 14,346 $598K
Noble Wealth Management PBC 0.31% — 13,820 $576K
Stratos Wealth Advisors, LLC 0.03% Reduce -87.2% 13,569 $565K
Catalina Capital Group, LLC 0.34% No change 13,115 $546K
MAI Capital Management 0.00% Reduce -78.8% 12,932 $539K
Modern Wealth Management, LLC 0.01% No change 12,785 $533K
Integrated Wealth Concepts LLC 0.00% No change 12,764 $532K
Capital Analysts, LLC 0.01% No change 12,215 $509K
Sequent Planning LLC 0.14% Add +35.3% 11,993 $500K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -23.6% 10,593 $442K
Nations Financial Group Inc, /Ia/ 0.03% No change 10,540 $439K
Harbour Investments, Inc. 0.01% Reduce -1.8% 10,467 $436K
Grantvest Financial Group LLC 0.29% Reduce -10.6% 10,093 $421K
FSB Premier Wealth Management, Inc. 0.12% No change 8,849 $369K
Harvest Investment Services, LLC 0.07% Reduce -0.1% 8,616 $359K
Signature Estate & Investment Advisors LLC 0.01% No change 8,245 $344K
CoreCap Advisors, LLC 0.01% Add +1.2% 8,096 $337K
AE Wealth Management LLC 0.00% Reduce -1.5% 8,077 $337K
Cwm, LLC 0.00% Reduce -0.6% 7,800 $325K
Integrity Financial Corp 0.15% No change 7,753 $323K
Gallagher Fiduciary Advisors, LLC 0.01% No change 7,568 $315K
BCGM Wealth Management, LLC 0.08% Reduce -12.3% 7,107 $296K
Jaffetilchin Investment Partners, LLC 0.02% Reduce -0.0% 7,060 $294K
Rockefeller Capital Management L.P. 0.00% New 7,000 $292K
Global Retirement Partners, LLC 0.01% No change 6,750 $281K
Avidian Wealth Enterprises, LLC 0.01% No change 6,398 $267K
NWF Advisory Services Inc. 0.03% New 6,300 $263K
LVZ, Inc. 0.03% No change 6,139 $256K
Advisory Services Network, LLC 0.00% No change 6,000 $250K
Quad-Cities Investment Group, LLC 0.10% Reduce -0.7% 5,717 $238K
Diligent Investors, LLC 0.06% Reduce -8.1% 5,661 $236K
Royal Bank of Canada 0.00% Add +238.0% 5,448 $227K
McKinley Carter Wealth Services, Inc. 0.01% No change 5,335 $222K
Concurrent Investment Advisors, LLC 0.00% Reduce -0.4% 5,320 $222K
Orion Porfolio Solutions, LLC 0.00% New 4,894 $204K
Uptick Partners, LLC 0.05% Reduce -9.1% 4,891 $204K
Barclays PLC 0.00% Reduce -4.1% 4,831 $201K
Cornell Pochily Investment Advisors, Inc. 0.06% Reduce -13.5% 4,805 $200K
Centaurus Financial, Inc. 0.01% No change 4,392 $183K
Principal Securities, Inc. 0.00% No change 2,760 $115K
Morgan Stanley 0.00% No change 2,547 $106K
Creative Financial Designs Inc. 0.00% No change 1,528 $64K
Lanark Financial, Inc. 0.00% No change 1,435 $60K
Spire Wealth Management 0.00% No change 1,400 $58K
Financial Network Wealth Advisors LLC 0.06% No change 1,348 $56K
DHJJ Financial Advisors, Ltd. 0.02% No change 1,308 $55K
UBS Group AG 0.00% Reduce -76.2% 1,073 $45K
Archer Investment Corp 0.01% Reduce -93.7% 858 $36K
Ameritas Investment Partners, Inc. 0.00% No change 825 $34K
Farther Finance Advisors, LLC 0.00% Reduce -0.8% 602 $25K
Pinnacle Bancorp, Inc. 0.01% No change 450 $19K

"% 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.

Show all 103 holders