FT Vest US Equity Moderate BGJULETF
13F holders, Q4 2025 (December 31)130holders −11
12new positions
27sold out
1famous investor
$41.33avg. 13F price*
At the end of Q4 2025, 130 institutions reported holding FT Vest US Equity Moderate B (GJUL) in their 13F filings, down 11 from Q3 2025. 12 opened new positions and 27 sold out. The largest holders were Raymond James Financial Inc. ($45.8M), Osaic Holdings, Inc. ($28.2M) and Commonwealth Equity Services, LLC ($17.9M). 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
- 33740U661
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $3.0M |
| Exits | 27 | $29.1M |
All 13F filers, Q3 2025 → Q4 2025: 154,395 shares bought and 3,841,830 shares sold, net −3,687,435 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 130 holders
| Raymond James Financial Inc. | 0.01% | Reduce -24.5% | 1,108,262 | $45.8M |
| Osaic Holdings, Inc. | 0.04% | Reduce -13.6% | 681,768 | $28.2M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -4.1% | 432,555 | $17.9M |
| New Wave Wealth Advisors LLC | 5.70% | Add +2.7% | 376,737 | $15.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.9% | 314,413 | $13.0M |
| LPL Financial LLC | 0.00% | Add +4.0% | 266,477 | $11.0M |
| Cetera Investment Advisers | 0.01% | Reduce -2.1% | 237,546 | $9.8M |
| Kestra Advisory Services, LLC | 0.03% | Add +2.6% | 198,496 | $8.2M |
| Truist Financial Corp. | 0.01% | Add +1.0% | 194,422 | $8.0M |
| Dagco, Inc. | 1.71% | Reduce -2.5% | 178,887 | $7.4M |
| Americana Partners, LLC | 0.20% | Reduce -12.6% | 174,410 | $7.2M |
| Integrated Wealth Concepts LLC | 0.08% | No change | 166,158 | $6.9M |
| MML Investors Services, LLC | 0.01% | Add +6.7% | 114,490 | $4.7M |
| Schulz Wealth, LTD. | 2.68% | No change | 101,095 | $4.2M |
| Sunbelt Securities, Inc. | 0.27% | Reduce -2.5% | 98,086 | $4.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -3.3% | 85,240 | $3.5M |
| Park Avenue Securities LLC | 0.02% | No change | 53,604 | $2.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -8.0% | 48,170 | $2.0M |
| City Holding Co. | 0.24% | Reduce -1.2% | 47,775 | $2.0M |
| Avantra Family Wealth, Inc. | 1.29% | Add +1.8% | 43,032 | $1.8M |
| CreativeOne Wealth, LLC | 0.04% | Reduce -0.3% | 42,183 | $1.7M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -12.6% | 40,804 | $1.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.08% | No change | 34,000 | $1.4M |
| Ferguson Shapiro LLC | 0.42% | Reduce -94.7% | 33,232 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Reduce -0.7% | 33,215 | $1.4M |
| Kestra Investment Management, LLC | 0.03% | Add +9.1% | 31,813 | $1.3M |
| Wood Tarver Financial Group, LLC | 0.34% | Reduce -0.0% | 29,491 | $1.2M |
| Old Mission Capital LLC | 0.05% | Reduce -32.7% | 28,579 | $1.2M |
| E&G Advisors, LLC | 0.25% | No change | 27,200 | $1.1M |
| Diligent Investors, LLC | 0.27% | Reduce -0.5% | 26,493 | $1.1M |
| MAI Capital Management | 0.01% | Reduce -19.5% | 23,973 | $991K |
| HBW Advisory Services LLC | 0.10% | Reduce -10.2% | 22,379 | $925K |
| United Capital Financial Advisors, LLC | 0.01% | No change | 21,947 | $907K |
| Kovack Advisors, Inc. | 0.04% | New | 21,219 | $877K |
| Elevation Point Wealth Partners, LLC | 0.04% | No change | 20,557 | $850K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 20,557 | $850K |
| Avidian Wealth Enterprises, LLC | 0.03% | No change | 19,826 | $819K |
| Integrity Financial Corp | 0.39% | No change | 18,827 | $778K |
| ORG Partners LLC | 0.14% | Reduce -26.2% | 18,350 | $758K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -1.0% | 18,208 | $753K |
| Tanglewood Legacy Advisors, LLC | 0.28% | No change | 17,943 | $742K |
| Citadel Advisors | 0.00% | Add +135.7% | 17,725 | $733K |
| Prospera Financial Services Inc | 0.01% | Reduce -3.6% | 17,546 | $725K |
| AE Wealth Management LLC | 0.00% | Reduce -98.9% | 17,196 | $711K |
| Uptick Partners, LLC | 0.15% | Reduce -0.3% | 16,824 | $695K |
| Royal Bank of Canada | 0.00% | Add +11734.9% | 15,267 | $631K |
| Keating Financial Advisory Services, Inc. | 0.08% | — | 14,979 | $619K |
| Nvest Financial, LLC | 0.24% | Add +16.6% | 13,865 | $573K |
| Creative Financial Designs Inc. | 0.04% | No change | 13,693 | $566K |
| Mutual Advisors, LLC | 0.01% | No change | 12,393 | $512K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -8.7% | 11,560 | $478K |
| FSB Premier Wealth Management, Inc. | 0.15% | Reduce -0.0% | 11,528 | $476K |
| Great Lakes Retirement, Inc. | 0.05% | Reduce -18.0% | 11,311 | $467K |
| Hartford Financial Management Inc. | 0.12% | Reduce -69.8% | 11,069 | $457K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Reduce -5.2% | 10,960 | $453K |
| HRT Financial LP | 0.00% | Add +30.7% | 10,568 | $436K |
| Norden Group LLC | 0.04% | No change | 10,434 | $431K |
| Alpha Financial Partners LLC | 0.25% | Add +83.8% | 9,970 | $412K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -16.6% | 9,950 | $411K |
| Focus Partners Wealth | 0.00% | No change | 9,812 | $406K |
| Arkadios Wealth Advisors | 0.01% | Reduce -14.7% | 9,757 | $403K |
| OneDigital Investment Advisors LLC | 0.00% | Add +9.7% | 9,294 | $384K |
| Mgo One Seven LLC | 0.01% | No change | 9,066 | $375K |
| CoreCap Advisors, LLC | 0.01% | Add +4.2% | 9,034 | $373K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | No change | 9,000 | $372K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 9,000 | $372K |
| REAP Financial Group, LLC | 0.08% | Reduce -25.5% | 8,972 | $371K |
| Archer Investment Corp | 0.08% | Reduce -97.3% | 8,688 | $359K |
| Bouchey Financial Group, Ltd. | 0.03% | Reduce -2.0% | 8,613 | $356K |
| XY Planning Network, Inc. | 0.06% | No change | 8,396 | $347K |
| Brookstone Capital Management | 0.00% | Reduce -0.2% | 8,216 | $340K |
| MBL Wealth, LLC | 0.03% | New | 8,000 | $331K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -1.1% | 7,990 | $330K |
| Sequent Planning LLC | 0.08% | Reduce -6.9% | 7,946 | $328K |
| NorthCrest Asset Manangement, LLC | 0.01% | No change | 7,849 | $325K |
| McKinley Carter Wealth Services, Inc. | 0.02% | New | 7,727 | $319K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 7,418 | $308K |
| Ergawealth Advisors, Inc. | 0.14% | No change | 7,369 | $305K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.7% | 7,206 | $298K |
| Madrona Financial Services, LLC | 0.06% | No change | 7,020 | $290K |
| PKS Advisory Services, LLC | 0.06% | No change | 6,857 | $283K |
| Independent Financial Group, LLC | 0.01% | No change | 6,745 | $279K |
| NWF Advisory Services Inc. | 0.03% | Reduce -7.6% | 6,735 | $278K |
| DHJJ Financial Advisors, Ltd. | 0.09% | No change | 6,733 | $278K |
| Kestra Private Wealth Services, LLC | 0.00% | No change | 6,470 | $267K |
| Captrust Financial Advisors | 0.00% | No change | 6,418 | $265K |
| Grantvest Financial Group LLC | 0.17% | Reduce -25.3% | 6,405 | $265K |
| Centaurus Financial, Inc. | 0.01% | No change | 6,389 | $264K |
| Next Level Private LLC | 0.07% | No change | 6,110 | $253K |
| Grant Street Asset Management, Inc. | 0.05% | No change | 5,735 | $237K |
| Two Sigma Securities, LLC | 0.03% | New | 5,496 | $227K |
| Spire Wealth Management | 0.01% | No change | 5,345 | $221K |
| Koshinski Asset Management, Inc. | 0.01% | No change | 5,320 | $220K |
| Anfield Capital Management, LLC | 0.07% | Reduce -11.2% | 5,262 | $217K |
| Insigneo Advisory Services, LLC | 0.02% | Reduce -1.4% | 5,234 | $216K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -9.1% | 4,965 | $205K |
| Silver Oak Securities, Incorporated | 0.01% | New | 4,886 | $202K |
| Triumph Capital Management | 0.04% | Reduce -38.4% | 4,772 | $197K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +7.2% | 4,441 | $185K |
| Financial Network Wealth Advisors LLC | 0.18% | No change | 4,250 | $176K |
"% 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.