FT Vest US Equity Moderate BGJULETF
13F holders, Q1 2025 (March 31)95holders −6
5new positions
10sold out
$35.95avg. 13F price*
At the end of Q1 2025, 95 institutions reported holding FT Vest US Equity Moderate B (GJUL) in their 13F filings, down 6 from Q4 2024. 5 opened new positions and 10 sold out. The largest holders were Ferguson Shapiro LLC ($22.0M), Raymond James Financial Inc. ($18.3M) and Envestnet Asset Management Inc. ($12.9M).
- Company
- FT Vest US Equity Moderate B
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q1 2025)
- CUSIP
- 33740U661
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $825K |
| Exits | 10 | $5.2M |
All 13F filers, Q4 2024 → Q1 2025: 145,605 shares bought and 1,136,317 shares sold, net −990,712 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 95 holders
| Ferguson Shapiro LLC | 8.18% | Reduce -0.5% | 610,917 | $22.0M |
| Raymond James Financial Inc. | 0.01% | Reduce -4.9% | 510,111 | $18.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.1% | 359,183 | $12.9M |
| Cetera Investment Advisers | 0.02% | Add +35.0% | 245,202 | $8.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.0% | 228,633 | $8.2M |
| Dagco, Inc. | 2.52% | Reduce -1.1% | 216,410 | $7.8M |
| Osaic Holdings, Inc. | 0.02% | Reduce -24.6% | 196,150 | $7.1M |
| Truist Financial Corp. | 0.01% | Reduce -34.6% | 189,539 | $6.8M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -8.4% | 181,387 | $6.5M |
| Integrated Wealth Concepts LLC | 0.07% | No change | 166,158 | $6.0M |
| LPL Financial LLC | 0.00% | Add +8.4% | 161,411 | $5.8M |
| Americana Partners, LLC | 0.22% | Reduce -41.2% | 154,849 | $5.6M |
| Cary Street Partners Financial LLC | 0.16% | Reduce -7.7% | 138,156 | $5.0M |
| Schulz Wealth, LTD. | 2.63% | No change | 95,799 | $3.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.8% | 93,387 | $3.4M |
| Stephens Inc. | 0.04% | Reduce -8.8% | 81,780 | $2.9M |
| Sunbelt Securities, Inc. | 0.19% | Reduce -1.6% | 58,483 | $2.1M |
| City Holding Co. | 0.24% | No change | 47,275 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Add +1.1% | 43,942 | $1.6M |
| Avantra Family Wealth, Inc. | 1.41% | Reduce -0.5% | 40,950 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Reduce -11.5% | 36,285 | $1.3M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -6.8% | 36,189 | $1.3M |
| IFP Advisors, Inc | 0.04% | Reduce -89.6% | 35,804 | $1.3M |
| JPMorgan Chase & Co. | 0.00% | Add +33.6% | 34,259 | $1.2M |
| Silver Oak Securities, Incorporated | 0.11% | No change | 34,000 | $1.2M |
| Wolff Wiese Magana LLC | 0.71% | No change | 29,127 | $1.0M |
| Founders Financial Securities LLC | 0.09% | Add +93.7% | 28,328 | $1.0M |
| Kestra Investment Management, LLC | 0.02% | Add +180.9% | 27,478 | $988K |
| E&G Advisors, LLC | 0.28% | No change | 27,300 | $981K |
| MML Investors Services, LLC | 0.00% | Reduce -41.4% | 25,018 | $899K |
| Pallas Capital Advisors LLC | 0.04% | Reduce -39.6% | 24,226 | $871K |
| CreativeOne Wealth, LLC | 0.02% | No change | 22,282 | $801K |
| Diligent Investors, LLC | 0.18% | No change | 21,065 | $757K |
| Tanglewood Legacy Advisors, LLC | 0.33% | No change | 20,804 | $748K |
| Avidian Wealth Enterprises, LLC | 0.03% | Reduce -8.1% | 19,826 | $713K |
| Integrity Financial Corp | 0.40% | No change | 19,797 | $712K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -92.7% | 18,654 | $671K |
| Townsquare Capital LLC | 0.01% | Reduce -7.0% | 16,623 | $598K |
| Grant Street Asset Management, Inc. | 0.14% | No change | 16,400 | $590K |
| Old Mission Capital LLC | 0.01% | Reduce -53.1% | 16,067 | $578K |
| Keystone Wealth Services, LLC | 0.15% | No change | 15,768 | $567K |
| Guardian Wealth Advisors, LLC / NC | 0.04% | Reduce -5.1% | 14,600 | $525K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -5.1% | 14,600 | $525K |
| Nvest Financial, LLC | 0.28% | No change | 14,390 | $517K |
| Flagstar Securities, Inc. | 0.13% | Add +0.6% | 14,314 | $515K |
| Uptick Partners, LLC | 0.17% | Reduce -2.0% | 14,095 | $507K |
| Ignite Planners, LLC | 0.10% | No change | 13,825 | $498K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -2.2% | 10,967 | $394K |
| Wood Tarver Financial Group, LLC | 0.13% | Reduce -56.1% | 10,876 | $391K |
| Focus Partners Wealth | 0.00% | Reduce -9.0% | 10,712 | $385K |
| Norden Group LLC | 0.04% | No change | 10,434 | $375K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 10,234 | $368K |
| FSB Premier Wealth Management, Inc. | 0.14% | No change | 9,849 | $354K |
| Harbour Investments, Inc. | 0.01% | Reduce -17.0% | 9,650 | $347K |
| Grantvest Financial Group LLC | 0.28% | No change | 9,602 | $345K |
| Beacon Financial Advisory LLC | 0.10% | No change | 9,070 | $326K |
| REAP Financial Group, LLC | 0.08% | Reduce -0.4% | 8,894 | $320K |
| Bison Wealth, LLC | 0.03% | Reduce -21.4% | 8,894 | $320K |
| PKS Advisory Services, LLC | 0.09% | Reduce -2.0% | 8,815 | $317K |
| CoreCap Advisors, LLC | 0.01% | Add +20.4% | 8,591 | $309K |
| CWC Advisors, LLC. | 0.17% | No change | 8,550 | $307K |
| GPS Wealth Strategies Group, LLC | 0.04% | New | 8,435 | $303K |
| Prospera Financial Services Inc | 0.01% | Reduce -2.3% | 7,791 | $280K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 7,418 | $267K |
| DHJJ Financial Advisors, Ltd. | 0.11% | No change | 7,348 | $264K |
| Arkadios Wealth Advisors | 0.01% | No change | 7,200 | $259K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -28.1% | 6,807 | $245K |
| Sanctuary Advisors, LLC | 0.00% | No change | 6,774 | $244K |
| Captrust Financial Advisors | 0.00% | Reduce -15.8% | 6,418 | $231K |
| Centaurus Financial, Inc. | 0.01% | No change | 6,389 | $230K |
| Park Avenue Securities LLC | 0.00% | New | 6,180 | $222K |
| Arete Wealth Advisors, LLC | 0.02% | No change | 5,800 | $208K |
| Mariner, LLC | 0.00% | New | 5,759 | $207K |
| Spire Wealth Management | 0.01% | Reduce -25.6% | 5,678 | $204K |
| ORG Partners LLC | 0.05% | Reduce -30.7% | 5,650 | $204K |
| Barclays PLC | 0.00% | Add +281.8% | 5,563 | $200K |
| Financial Network Wealth Advisors LLC | 0.22% | Reduce -6.1% | 4,688 | $169K |
| Creative Financial Designs Inc. | 0.01% | No change | 4,433 | $159K |
| MAI Capital Management | 0.00% | Reduce -64.8% | 4,227 | $152K |
| AE Wealth Management LLC | 0.00% | Reduce -27.5% | 3,389 | $122K |
| Archer Investment Corp | 0.02% | Reduce -57.5% | 2,184 | $79K |
| Capital Analysts, LLC | 0.00% | No change | 2,016 | $72K |
| UBS Group AG | 0.00% | New | 1,886 | $68K |
| Murphy & Mullick Capital Management Corp | 0.06% | No change | 1,750 | $63K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,630 | $59K |
| Wells Fargo & Company | 0.00% | No change | 1,606 | $58K |
| Assetmark, Inc. | 0.00% | No change | 1,102 | $40K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,100 | $40K |
| Noble Wealth Management PBC | 0.02% | Reduce -36.7% | 950 | $34K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 807 | $29K |
| Farther Finance Advisors, LLC | 0.00% | New | 679 | $24K |
| Principal Securities, Inc. | 0.00% | No change | 400 | $15K |
| Continuum Advisory, LLC | 0.00% | No change | 275 | $10K |
| Capital A Wealth Management, LLC | 0.00% | No change | 30 | $1K |
| Morgan Stanley | 0.00% | No change | 16 | $575 |
"% of holder's portfolio" is GJUL's weight in each manager's 13F, not the share of FT Vest US Equity Moderate B the manager owns.