FT Vest US Equity Moderate BGJANETF

13F holders, Q4 2025 (December 31)
110holders +7
10new positions
7sold out
1famous investor
$42.78avg. 13F price*

At the end of Q4 2025, 110 institutions reported holding FT Vest US Equity Moderate B (GJAN) in their 13F filings, up 7 from Q3 2025. 10 opened new positions and 7 sold out. The largest holders were REAP Financial Group, LLC ($20.6M), Raymond James Financial Inc. ($16.8M) and Osaic Holdings, Inc. ($14.5M). 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 (Q4 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions10$871K
Exits7$6.5M

All 13F filers, Q3 2025 → Q4 2025: 57,549 shares bought and 802,465 shares sold, net −744,916 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 110 holders

REAP Financial Group, LLC 4.19% Reduce -6.6% 481,783 $20.6M
Raymond James Financial Inc. 0.01% Reduce -26.3% 392,179 $16.8M
Osaic Holdings, Inc. 0.02% Reduce -11.0% 340,012 $14.5M
Range Financial Group LLC 4.59% Reduce -6.9% 310,256 $13.3M
Cetera Investment Advisers 0.01% Reduce -2.1% 228,997 $9.8M
First International Bank of Israel Ltd. 4.19% No change 205,000 $8.8M
Envestnet Asset Management Inc. 0.00% Reduce -2.6% 149,566 $6.4M
Janney Montgomery Scott LLC 0.01% Reduce -48.2% 137,855 $5.9M
Schulz Wealth, LTD. 3.54% Reduce -4.1% 129,031 $5.5M
Commonwealth Equity Services, LLC 0.01% Reduce -20.0% 113,465 $4.9M
Truist Financial Corp. 0.01% Add +1.3% 109,839 $4.7M
Cambridge Investment Research Advisors, Inc. 0.01% Add +8.0% 108,809 $4.7M
Commonwealth Financial Services, LLC 0.74% Reduce -1.5% 105,145 $4.5M
Sigma Planning Corp 0.12% Reduce -5.7% 98,254 $4.2M
LPL Financial LLC 0.00% Reduce -8.5% 92,796 $4.0M
Tanglewood Legacy Advisors, LLC 1.13% No change 70,453 $3.0M
Anfield Capital Management, LLC 0.93% Reduce -30.9% 69,248 $3.0M
Kestra Advisory Services, LLC 0.01% Add +8.9% 66,628 $2.9M
HBW Advisory Services LLC 0.29% Reduce -4.2% 62,204 $2.7M
Midwest Financial Network, LLC 2.00% Reduce -23.7% 60,594 $2.6M
Mariner, LLC 0.00% Reduce -7.5% 38,078 $1.6M
Corrado Advisors, LLC 0.80% Reduce -1.9% 37,207 $1.6M
LifeWealth Investments, LLC 0.48% Reduce -11.6% 35,295 $1.5M
MML Investors Services, LLC 0.00% Add +3.6% 32,808 $1.4M
Wood Tarver Financial Group, LLC 0.39% Add +0.7% 32,234 $1.4M
Founders Financial Securities LLC 0.08% Add +11.4% 31,859 $1.4M
Sunbelt Securities, Inc. 0.09% No change 30,933 $1.3M
NorthCrest Asset Manangement, LLC 0.03% Reduce -2.0% 29,119 $1.2M
Triumph Capital Management 0.26% Add +58.1% 28,076 $1.2M
Ignite Planners, LLC 0.18% Add +1.9% 27,490 $1.2M
Steward Partners Investment Advisory, LLC 0.01% No change 26,732 $1.1M
Pinnacle Financial Partners, Inc. 0.01% — 26,499 $1.1M
Hopwood Nicholas Hunter 0.36% — 25,733 $1.1M
Kestra Private Wealth Services, LLC 0.01% Reduce -2.7% 25,198 $1.1M
HighTower Advisors, LLC 0.00% Reduce -2.0% 24,041 $1.0M
Mutual Advisors, LLC 0.02% Reduce -1.3% 21,961 $940K
NewEdge Advisors, LLC 0.00% Add +2.4% 21,005 $899K
CreativeOne Wealth, LLC 0.02% No change 20,879 $893K
Signal Advisors Wealth, LLC 0.07% Reduce -2.2% 19,616 $839K
Susquehanna International Group, LLP 0.00% Reduce -60.4% 18,143 $776K
Milestone Asset Management, LLC 0.14% Reduce -22.8% 17,874 $765K
Old Mission Capital LLC 0.03% Reduce -48.1% 17,536 $750K
IMC-Chicago, LLC 0.01% Add +0.9% 16,312 $698K
Keating Financial Advisory Services, Inc. 0.08% — 14,286 $611K
Catalina Capital Group, LLC 0.34% No change 13,115 $561K
Modern Wealth Management, LLC 0.01% No change 12,785 $547K
Capital Analysts, LLC 0.01% Reduce -3.0% 11,848 $507K
Signature Equity Partners, LLC 0.27% — 11,401 $488K
Mgo One Seven LLC 0.01% Reduce -26.4% 11,260 $482K
CoreCap Advisors, LLC 0.02% Add +38.8% 11,239 $481K
Stratos Wealth Advisors, LLC 0.02% Reduce -17.9% 11,144 $477K
MAI Capital Management 0.00% Reduce -16.7% 10,769 $461K
Wealth Enhancement Advisory Services, LLC 0.00% No change 10,593 $456K
Nations Financial Group Inc, /Ia/ 0.02% No change 10,540 $451K
Noble Wealth Management PBC 0.22% Reduce -27.6% 10,009 $428K
Jane Street Group, LLC 0.00% Reduce -38.6% 9,944 $426K
FSB Premier Wealth Management, Inc. 0.12% Reduce -0.4% 8,814 $377K
Sequent Planning LLC 0.10% Reduce -26.7% 8,791 $376K
Grantvest Financial Group LLC 0.24% Reduce -13.4% 8,738 $374K
Harvest Investment Services, LLC 0.07% No change 8,616 $369K
Synergy Asset Management, LLC 0.04% Reduce -63.6% 8,291 $355K
McKinley Carter Wealth Services, Inc. 0.02% Add +55.2% 8,280 $354K
Signature Estate & Investment Advisors LLC 0.01% No change 8,245 $353K
AE Wealth Management LLC 0.00% Reduce -1.7% 7,937 $340K
Cwm, LLC 0.00% Reduce -0.1% 7,795 $334K
Miramontes Capital, LLC 0.11% — 7,674 $328K
Gallagher Fiduciary Advisors, LLC 0.01% No change 7,568 $324K
Integrity Financial Corp 0.16% Reduce -4.2% 7,431 $318K
BCGM Wealth Management, LLC 0.08% No change 7,107 $304K
Jaffetilchin Investment Partners, LLC 0.02% No change 7,060 $302K
Rockefeller Capital Management L.P. 0.00% No change 7,000 $300K
Global Retirement Partners, LLC 0.01% No change 6,750 $289K
Avidian Wealth Enterprises, LLC 0.01% No change 6,398 $274K
LVZ, Inc. 0.03% Reduce -1.5% 6,046 $259K
Advisory Services Network, LLC 0.00% No change 6,000 $257K
Quad-Cities Investment Group, LLC 0.10% No change 5,717 $245K
Citadel Advisors 0.00% New 5,603 $240K
Harbour Investments, Inc. 0.00% Reduce -47.0% 5,550 $237K
Arkadios Wealth Advisors 0.00% New 5,413 $232K
Concurrent Investment Advisors, LLC 0.00% No change 5,320 $228K
NWF Advisory Services Inc. 0.02% Reduce -17.5% 5,200 $223K
Orion Porfolio Solutions, LLC 0.00% No change 4,894 $209K
Uptick Partners, LLC 0.04% No change 4,891 $209K
JPMorgan Chase & Co. 0.00% New 4,679 $200K
Barclays PLC 0.00% Reduce -3.2% 4,678 $200K
Centaurus Financial, Inc. 0.01% No change 4,392 $188K
Benson Wealth Management INC 0.17% — 3,643 $156K
Royal Bank of Canada 0.00% Reduce -43.3% 3,091 $132K
Morgan Stanley 0.00% No change 2,547 $109K
Pinnacle Wealth Planning Services, Inc. 0.01% New 2,025 $87K
Camelot Portfolios, LLC 0.04% New 1,617 $69K
LM Advisors LLC 0.24% Reduce -95.7% 2,652 $62K
Lanark Financial, Inc. 0.00% No change 1,435 $61K
Creative Financial Designs Inc. 0.00% Reduce -8.5% 1,398 $60K
Financial Network Wealth Advisors LLC 0.06% No change 1,348 $58K
DHJJ Financial Advisors, Ltd. 0.02% No change 1,308 $56K
UBS Group AG 0.00% Add +8.6% 1,165 $50K
Archer Investment Corp 0.01% Reduce -1.6% 844 $36K
Bullseye Investment Management, LLC 0.02% New 830 $36K
Ameritas Investment Partners, Inc. 0.00% No change 825 $35K
Spire Wealth Management 0.00% Reduce -55.4% 625 $27K
Pinnacle Bancorp, Inc. 0.01% No change 450 $19K
IFP Advisors, Inc 0.00% No change 404 $17K
Geneos Wealth Management Inc. 0.00% No change 350 $15K
Farther Finance Advisors, LLC 0.00% Reduce -58.8% 248 $11K
CX Institutional 0.00% New 103 $4K
Assetmark, Inc. 0.00% No change 72 $3K
Capital Investment Advisory Services, LLC 0.00% New 64 $3K
Smartleaf Asset Management LLC 0.00% New 32 $1K
Larson Financial Group LLC 0.00% New 6 $257

"% 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.