FT Vest US Equity Moderate BGJULETF
13F holders, Q2 2025 (June 30)101holders +6
16new positions
9sold out
$38.67avg. 13F price*
At the end of Q2 2025, 101 institutions reported holding FT Vest US Equity Moderate B (GJUL) in their 13F filings, up 6 from Q1 2025. 16 opened new positions and 9 sold out. The largest holders were Envestnet Asset Management Inc. ($41.1M), Ferguson Shapiro LLC ($24.0M) and Raymond James Financial Inc. ($18.6M).
- Company
- FT Vest US Equity Moderate B
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q2 2025)
- CUSIP
- 33740U661
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $9.3M |
| Exits | 9 | $4.2M |
All 13F filers, Q1 2025 → Q2 2025: 1,096,476 shares bought and 620,280 shares sold, net +476,196 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 101 holders
| Envestnet Asset Management Inc. | 0.01% | Add +195.5% | 1,061,328 | $41.1M |
| Ferguson Shapiro LLC | 8.10% | Add +1.7% | 621,330 | $24.0M |
| Raymond James Financial Inc. | 0.01% | Reduce -5.8% | 480,610 | $18.6M |
| LPL Financial LLC | 0.00% | Add +60.6% | 259,285 | $10.0M |
| Dagco, Inc. | 2.23% | Reduce -4.5% | 206,708 | $8.0M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -9.7% | 206,463 | $8.0M |
| Cetera Investment Advisers | 0.01% | Reduce -17.5% | 202,263 | $7.8M |
| Truist Financial Corp. | 0.01% | Add +0.7% | 190,892 | $7.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -5.7% | 184,951 | $7.2M |
| Kestra Advisory Services, LLC | 0.03% | Add +1.6% | 184,246 | $7.1M |
| Integrated Wealth Concepts LLC | 0.06% | No change | 166,158 | $6.4M |
| Hartford Financial Management Inc. | 1.61% | New | 151,772 | $5.9M |
| Americana Partners, LLC | 0.18% | Reduce -12.2% | 135,920 | $5.3M |
| Schulz Wealth, LTD. | 2.67% | Reduce -3.7% | 92,247 | $3.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -1.4% | 92,119 | $3.6M |
| Sunbelt Securities, Inc. | 0.19% | Add +1.6% | 59,408 | $2.2M |
| City Holding Co. | 0.24% | Reduce -0.4% | 47,075 | $1.8M |
| Avantra Family Wealth, Inc. | 1.35% | Add +3.1% | 42,235 | $1.6M |
| Old Mission Capital LLC | 0.04% | Add +112.0% | 34,067 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Reduce -6.2% | 34,031 | $1.3M |
| Silver Oak Securities, Incorporated | 0.11% | No change | 34,000 | $1.3M |
| Wolff Wiese Magana LLC | 0.70% | No change | 29,127 | $1.1M |
| E&G Advisors, LLC | 0.27% | No change | 27,300 | $1.1M |
| Kestra Investment Management, LLC | 0.03% | Reduce -1.1% | 27,184 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | Add +41.4% | 26,383 | $1.0M |
| MML Investors Services, LLC | 0.00% | No change | 25,018 | $968K |
| CreativeOne Wealth, LLC | 0.02% | Add +0.2% | 22,320 | $864K |
| Integrity Financial Corp | 0.42% | Add +7.5% | 21,271 | $823K |
| Diligent Investors, LLC | 0.19% | No change | 21,065 | $815K |
| Avidian Wealth Enterprises, LLC | 0.03% | No change | 19,826 | $767K |
| Keystone Wealth Services, LLC | 0.15% | No change | 15,768 | $610K |
| Stephens Inc. | 0.01% | Reduce -82.5% | 14,305 | $553K |
| Uptick Partners, LLC | 0.16% | No change | 14,095 | $545K |
| Ignite Planners, LLC | 0.09% | No change | 13,825 | $543K |
| Nvest Financial, LLC | 0.28% | Reduce -3.6% | 13,865 | $536K |
| International Assets Investment Management, LLC | 0.04% | New | 13,805 | $534K |
| Wood Tarver Financial Group, LLC | 0.15% | Add +19.1% | 12,958 | $501K |
| Tanglewood Legacy Advisors, LLC | 0.21% | Reduce -37.8% | 12,947 | $501K |
| Mutual Advisors, LLC | 0.01% | New | 12,393 | $490K |
| Susquehanna International Group, LLP | 0.00% | Reduce -71.4% | 12,576 | $487K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -91.6% | 11,654 | $451K |
| Focus Partners Wealth | 0.00% | No change | 10,712 | $414K |
| Norden Group LLC | 0.04% | No change | 10,434 | $404K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -2.7% | 9,956 | $385K |
| FSB Premier Wealth Management, Inc. | 0.14% | No change | 9,849 | $381K |
| Grantvest Financial Group LLC | 0.28% | No change | 9,602 | $372K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Reduce -38.4% | 9,000 | $348K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -38.4% | 9,000 | $348K |
| REAP Financial Group, LLC | 0.08% | No change | 8,894 | $344K |
| Bison Wealth, LLC | 0.03% | No change | 8,894 | $344K |
| PKS Advisory Services, LLC | 0.08% | No change | 8,815 | $341K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -64.5% | 8,600 | $333K |
| CWC Advisors, LLC. | 0.17% | Add +0.1% | 8,555 | $331K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -22.8% | 8,471 | $328K |
| CoreCap Advisors, LLC | 0.01% | Reduce -1.6% | 8,457 | $327K |
| GPS Wealth Strategies Group, LLC | 0.04% | No change | 8,435 | $326K |
| XY Planning Network, Inc. | 0.11% | New | 8,396 | $325K |
| Grant Street Asset Management, Inc. | 0.07% | Reduce -50.0% | 8,200 | $317K |
| HRT Financial LP | 0.00% | New | 8,194 | $317K |
| Prospera Financial Services Inc | 0.01% | No change | 7,791 | $301K |
| Triumph Capital Management | 0.09% | New | 7,740 | $299K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 7,418 | $293K |
| Arkadios Wealth Advisors | 0.01% | No change | 7,200 | $279K |
| Madrona Financial Services, LLC | 0.07% | New | 7,020 | $272K |
| Sanctuary Advisors, LLC | 0.00% | No change | 6,774 | $262K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 6,525 | $254K |
| Captrust Financial Advisors | 0.00% | No change | 6,418 | $248K |
| Centaurus Financial, Inc. | 0.01% | No change | 6,389 | $247K |
| Park Avenue Securities LLC | 0.00% | Reduce -3.2% | 5,980 | $231K |
| Anfield Capital Management, LLC | 0.08% | New | 5,927 | $229K |
| Arete Wealth Advisors, LLC | 0.02% | No change | 5,800 | $224K |
| Spire Wealth Management | 0.01% | Reduce -5.9% | 5,345 | $207K |
| UBS Group AG | 0.00% | Add +183.1% | 5,340 | $207K |
| Insigneo Advisory Services, LLC | 0.02% | New | 5,308 | $205K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 5,200 | $201K |
| Archer Investment Corp | 0.05% | Add +137.9% | 5,196 | $201K |
| Financial Network Wealth Advisors LLC | 0.22% | No change | 4,688 | $181K |
| DHJJ Financial Advisors, Ltd. | 0.06% | Reduce -39.6% | 4,436 | $172K |
| Creative Financial Designs Inc. | 0.01% | No change | 4,433 | $172K |
| MAI Capital Management | 0.00% | Add +0.3% | 4,240 | $164K |
| Morgan Stanley | 0.00% | Add +22375.0% | 3,596 | $139K |
| Barclays PLC | 0.00% | Reduce -47.3% | 2,933 | $113K |
| Icon Wealth Advisors, LLC | 0.01% | New | 2,646 | $102K |
| Harbour Investments, Inc. | 0.00% | Reduce -75.7% | 2,346 | $91K |
| Ameritas Advisory Services, LLC | 0.00% | New | 2,078 | $80K |
| Capital Analysts, LLC | 0.00% | No change | 2,016 | $78K |
| IFP Advisors, Inc | 0.00% | Reduce -94.4% | 1,997 | $77K |
| Kilter Group LLC | 0.04% | New | 1,986 | $77K |
| Murphy & Mullick Capital Management Corp | 0.06% | No change | 1,750 | $68K |
| ORG Partners LLC | 0.01% | Reduce -69.9% | 1,700 | $66K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,630 | $63K |
| Wells Fargo & Company | 0.00% | No change | 1,606 | $62K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,100 | $43K |
| Evolution Wealth Management Inc. | 0.05% | — | 976 | $38K |
| Abound Wealth Management | 0.01% | New | 920 | $36K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 807 | $31K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -11.8% | 599 | $23K |
| Assetmark, Inc. | 0.00% | Reduce -48.0% | 573 | $22K |
| Principal Securities, Inc. | 0.00% | No change | 400 | $15K |
| Allworth Financial LP | 0.00% | New | 325 | $13K |
| AE Wealth Management LLC | 0.00% | Reduce -94.8% | 175 | $7K |
"% 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.