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
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $12.5M |
| Exits | 8 | $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 |
| IFP Advisors, Inc | 0.00% | No change | 404 | $17K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -66.7% | 350 | $15K |
| Assetmark, Inc. | 0.00% | No change | 72 | $3K |
"% 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.