FT Vest US Equity Moderate BGJULETF
13F holders, Q3 2025 (September 30)141holders +40
45new positions
6sold out
1famous investor
$40.52avg. 13F price*
At the end of Q3 2025, 141 institutions reported holding FT Vest US Equity Moderate B (GJUL) in their 13F filings, up 40 from Q2 2025. 45 opened new positions and 6 sold out. The largest holders were AE Wealth Management LLC ($60.9M), Raymond James Financial Inc. ($59.5M) and Osaic Holdings, Inc. ($31.7M). 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 (Q3 2025)
- CUSIP
- 33740U661
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $57.4M |
| Exits | 6 | $3.4M |
All 13F filers, Q2 2025 → Q3 2025: 5,544,674 shares bought and 1,010,362 shares sold, net +4,534,312 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 141 holders
| AE Wealth Management LLC | 0.39% | Add +858484.0% | 1,502,522 | $60.9M |
| Raymond James Financial Inc. | 0.02% | Add +205.4% | 1,467,964 | $59.5M |
| Osaic Holdings, Inc. | 0.04% | Add +326.5% | 788,844 | $31.7M |
| Ferguson Shapiro LLC | 8.18% | Add +0.2% | 622,816 | $25.3M |
| Commonwealth Equity Services, LLC | 0.02% | Add +118.5% | 451,151 | $18.3M |
| New Wave Wealth Advisors LLC | 5.80% | New | 366,991 | $14.9M |
| Archer Investment Corp | 2.99% | Add +6182.4% | 326,434 | $13.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -70.9% | 308,471 | $12.5M |
| LPL Financial LLC | 0.00% | Reduce -1.2% | 256,234 | $10.4M |
| Cetera Investment Advisers | 0.01% | Add +19.9% | 242,611 | $9.8M |
| Americana Partners, LLC | 0.24% | Add +46.8% | 199,461 | $8.1M |
| Kestra Advisory Services, LLC | 0.04% | Add +5.0% | 193,532 | $7.8M |
| Truist Financial Corp. | 0.01% | Add +0.8% | 192,499 | $7.8M |
| Wellment Financial | 8.83% | New | 183,892 | $7.5M |
| Dagco, Inc. | 1.87% | Reduce -11.3% | 183,390 | $7.4M |
| Integrated Wealth Concepts LLC | 0.06% | No change | 166,158 | $6.7M |
| Outlook Wealth Advisors, LLC | 1.30% | New | 129,108 | $5.2M |
| Sagespring Wealth Partners, LLC | 0.10% | New | 122,043 | $5.0M |
| MML Investors Services, LLC | 0.01% | Add +328.8% | 107,272 | $4.4M |
| Lloyd Advisory Services, LLC. | 2.00% | New | 104,998 | $4.3M |
| Schulz Wealth, LTD. | 2.71% | Add +9.6% | 101,095 | $4.1M |
| Sunbelt Securities, Inc. | 0.28% | Add +69.3% | 100,586 | $4.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -4.3% | 88,111 | $3.6M |
| Park Avenue Securities LLC | 0.02% | Add +796.4% | 53,604 | $2.2M |
| HighTower Advisors, LLC | 0.00% | New | 52,328 | $2.1M |
| City Holding Co. | 0.25% | Add +2.8% | 48,375 | $2.0M |
| Janney Montgomery Scott LLC | 0.00% | Add +76.9% | 46,680 | $1.9M |
| Old Mission Capital LLC | 0.06% | Add +24.7% | 42,491 | $1.7M |
| CreativeOne Wealth, LLC | 0.04% | Add +89.5% | 42,305 | $1.7M |
| Avantra Family Wealth, Inc. | 1.28% | Add +0.1% | 42,270 | $1.7M |
| SMART Wealth LLC | 0.63% | New | 41,076 | $1.7M |
| FSA Advisors, Inc. | 1.22% | New | 37,983 | $1.5M |
| Hartford Financial Management Inc. | 0.39% | Reduce -75.8% | 36,707 | $1.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.08% | New | 34,000 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Reduce -1.7% | 33,460 | $1.4M |
| MAI Capital Management | 0.01% | Add +602.0% | 29,764 | $1.2M |
| Wood Tarver Financial Group, LLC | 0.35% | Add +127.7% | 29,503 | $1.2M |
| Kestra Investment Management, LLC | 0.03% | Add +7.3% | 29,165 | $1.2M |
| E&G Advisors, LLC | 0.26% | Reduce -0.4% | 27,200 | $1.1M |
| Diligent Investors, LLC | 0.27% | Add +26.4% | 26,615 | $1.1M |
| HBW Advisory Services LLC | 0.11% | New | 24,919 | $1.0M |
| ORG Partners LLC | 0.19% | Add +1361.8% | 24,850 | $1.0M |
| FWG Investments, LLC. | 0.65% | New | 23,540 | $955K |
| Blackston Financial Advisory Group, LLC | 0.54% | New | 22,526 | $914K |
| United Capital Financial Advisors, LLC | 0.01% | New | 21,947 | $890K |
| Elevation Point Wealth Partners, LLC | 0.06% | New | 20,557 | $834K |
| Csenge Advisory Group | 0.04% | New | 20,443 | $829K |
| Avidian Wealth Enterprises, LLC | 0.03% | No change | 19,826 | $804K |
| Integrity Financial Corp | 0.36% | Reduce -11.5% | 18,827 | $764K |
| Daymark Wealth Partners, LLC | 0.03% | New | 18,386 | $746K |
| Prospera Financial Services Inc | 0.01% | Add +133.6% | 18,196 | $738K |
| Tanglewood Legacy Advisors, LLC | 0.28% | Add +38.6% | 17,943 | $728K |
| Howard Bailey Securities, LLC | 0.20% | New | 17,351 | $704K |
| Uptick Partners, LLC | 0.18% | Add +19.8% | 16,879 | $685K |
| Keystone Wealth Services, LLC | 0.14% | Reduce -0.0% | 15,762 | $639K |
| LifeWealth Investments, LLC | 0.21% | New | 15,690 | $636K |
| Ignite Planners, LLC | 0.10% | Add +4.9% | 14,500 | $588K |
| Great Lakes Retirement, Inc. | 0.06% | New | 13,788 | $559K |
| Creative Financial Designs Inc. | 0.04% | Add +208.9% | 13,693 | $555K |
| International Assets Investment Management, LLC | 0.04% | No change | 13,805 | $534K |
| B.O.S.S. Retirement Advisors, LLC | 0.13% | New | 12,929 | $524K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +27.2% | 12,660 | $513K |
| Quest 10 Wealth Builders, Inc. | 0.47% | New | 12,611 | $512K |
| Mutual Advisors, LLC | 0.01% | No change | 12,393 | $504K |
| REAP Financial Group, LLC | 0.11% | Add +35.3% | 12,036 | $488K |
| Cary Street Partners Financial LLC | 0.01% | Add +2.4% | 11,929 | $484K |
| Nvest Financial, LLC | 0.28% | Reduce -14.2% | 11,895 | $482K |
| Patriot Financial Group Insurance Agency, LLC | 0.06% | New | 11,560 | $469K |
| FSB Premier Wealth Management, Inc. | 0.15% | Add +17.1% | 11,529 | $468K |
| Arkadios Wealth Advisors | 0.01% | Add +58.9% | 11,439 | $464K |
| Norden Group LLC | 0.04% | No change | 10,434 | $423K |
| Focus Partners Wealth | 0.00% | Reduce -8.4% | 9,812 | $398K |
| Mgo One Seven LLC | 0.01% | New | 9,066 | $368K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | No change | 9,000 | $365K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 9,000 | $365K |
| Bouchey Financial Group, Ltd. | 0.03% | New | 8,793 | $357K |
| Susquehanna International Group, LLP | 0.00% | Reduce -30.7% | 8,716 | $354K |
| CoreCap Advisors, LLC | 0.01% | Add +2.5% | 8,673 | $352K |
| Grantvest Financial Group LLC | 0.24% | Reduce -10.8% | 8,568 | $348K |
| Sequent Planning LLC | 0.10% | New | 8,536 | $346K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 8,471 | $344K |
| GPS Wealth Strategies Group, LLC | 0.04% | No change | 8,435 | $342K |
| Brookstone Capital Management | 0.00% | New | 8,230 | $334K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -6.0% | 8,082 | $328K |
| HRT Financial LP | 0.00% | Reduce -1.3% | 8,084 | $327K |
| XY Planning Network, Inc. | 0.11% | No change | 8,396 | $325K |
| NorthCrest Asset Manangement, LLC | 0.01% | Add +20.3% | 7,849 | $318K |
| Triumph Capital Management | 0.08% | No change | 7,740 | $314K |
| Citadel Advisors | 0.00% | New | 7,521 | $305K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 7,418 | $304K |
| Ergawealth Advisors, Inc. | 0.14% | New | 7,369 | $299K |
| NWF Advisory Services Inc. | 0.03% | New | 7,290 | $296K |
| Sanctuary Advisors, LLC | 0.00% | Add +5.7% | 7,158 | $290K |
| Madrona Financial Services, LLC | 0.06% | No change | 7,020 | $285K |
| PKS Advisory Services, LLC | 0.06% | Reduce -22.2% | 6,857 | $278K |
| Independent Financial Group, LLC | 0.01% | New | 6,745 | $274K |
| DHJJ Financial Advisors, Ltd. | 0.09% | Add +51.8% | 6,733 | $273K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +24.4% | 6,470 | $262K |
| Captrust Financial Advisors | 0.00% | No change | 6,418 | $260K |
| Centaurus Financial, Inc. | 0.01% | No change | 6,389 | $259K |
| Next Level Private LLC | 0.07% | New | 6,110 | $248K |
| Stephens Inc. | 0.00% | Reduce -57.3% | 6,105 | $248K |
| Kingdom Financial Group LLC. | 0.15% | New | 6,036 | $245K |
| Anfield Capital Management, LLC | 0.07% | No change | 5,927 | $240K |
| Arete Wealth Advisors, LLC | 0.01% | No change | 5,800 | $235K |
| Grant Street Asset Management, Inc. | 0.05% | Reduce -30.1% | 5,735 | $233K |
| Rockefeller Capital Management L.P. | 0.00% | New | 5,461 | $221K |
| Alpha Financial Partners LLC | 0.14% | New | 5,423 | $220K |
| Spire Wealth Management | 0.01% | No change | 5,345 | $217K |
| Koshinski Asset Management, Inc. | 0.02% | New | 5,320 | $216K |
| Insigneo Advisory Services, LLC | 0.02% | No change | 5,308 | $215K |
| Harbour Investments, Inc. | 0.00% | Add +119.7% | 5,155 | $209K |
| StoneX Group Inc. | 0.01% | New | 5,127 | $208K |
| Barclays PLC | 0.00% | Add +69.3% | 4,967 | $201K |
| Financial Network Wealth Advisors LLC | 0.19% | Reduce -9.3% | 4,250 | $172K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 4,141 | $168K |
| Morgan Stanley | 0.00% | No change | 3,596 | $146K |
| Icon Wealth Advisors, LLC | 0.01% | No change | 2,646 | $107K |
| Capital Analysts, LLC | 0.00% | No change | 2,016 | $82K |
| IFP Advisors, Inc | 0.00% | Reduce -0.1% | 1,994 | $81K |
| Kilter Group LLC | 0.04% | No change | 1,986 | $81K |
| Larson Financial Group LLC | 0.00% | New | 1,893 | $77K |
| Murphy & Mullick Capital Management Corp | 0.05% | No change | 1,750 | $71K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,630 | $66K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -21.7% | 1,628 | $66K |
| Wells Fargo & Company | 0.00% | No change | 1,606 | $65K |
| Geneos Wealth Management Inc. | 0.00% | Add +18.8% | 1,307 | $53K |
| AdvisorNet Financial, Inc | 0.00% | New | 1,291 | $52K |
| Decker Retirement Planning Inc. | 0.02% | New | 977 | $40K |
| Evolution Wealth Management Inc. | 0.04% | No change | 976 | $40K |
| Noble Wealth Management PBC | 0.02% | — | 950 | $39K |
| Principal Securities, Inc. | 0.00% | Add +131.3% | 925 | $38K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 807 | $33K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -1.3% | 591 | $24K |
| Jones Financial Companies LLLP | 0.00% | New | 436 | $18K |
| Assetmark, Inc. | 0.00% | Reduce -33.5% | 381 | $15K |
| Allworth Financial LP | 0.00% | No change | 325 | $13K |
| Turim 21 Investimentos Ltda. | 0.00% | New | 253 | $10K |
| Advisory Services Network, LLC | 0.00% | New | 128 | $5K |
| Royal Bank of Canada | 0.00% | New | 129 | $5K |
| Pineridge Advisors LLC | 0.00% | New | 24 | $973 |
"% 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.