FT Vest US Equity Moderate BGJUNETF
13F holders, Q1 2025 (March 31)107holders −5
6new positions
9sold out
1famous investor
$35.17avg. 13F price*
At the end of Q1 2025, 107 institutions reported holding FT Vest US Equity Moderate B (GJUN) in their 13F filings, down 5 from Q4 2024. 6 opened new positions and 9 sold out. The largest holders were Mariner, LLC ($11.9M), Atria Investments, Inc ($11.6M) and Raymond James Financial Inc. ($10.6M). 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 (Q1 2025)
- CUSIP
- 33740F433
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $4.2M |
| Exits | 9 | $3.4M |
All 13F filers, Q4 2024 → Q1 2025: 362,117 shares bought and 1,398,986 shares sold, net −1,036,869 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 107 holders
| Mariner, LLC | 0.02% | Reduce -1.6% | 338,935 | $11.9M |
| Atria Investments, Inc | 0.15% | Reduce -1.6% | 330,669 | $11.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -61.0% | 302,461 | $10.6M |
| Focus Partners Wealth | 0.02% | Reduce -18.8% | 267,318 | $9.4M |
| Cetera Investment Advisers | 0.02% | Reduce -7.4% | 259,023 | $9.1M |
| Osaic Holdings, Inc. | 0.02% | Reduce -15.6% | 221,694 | $7.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -64.1% | 181,731 | $6.4M |
| Independent Financial Group, LLC | 0.18% | Add +5.5% | 149,116 | $5.2M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -6.3% | 148,511 | $5.2M |
| LPL Financial LLC | 0.00% | Add +124.0% | 123,469 | $4.3M |
| Stephens Inc. | 0.05% | Reduce -0.0% | 94,635 | $3.3M |
| Old Mission Capital LLC | 0.06% | Add +814.5% | 85,455 | $3.0M |
| Ignite Planners, LLC | 0.54% | New | 78,523 | $2.8M |
| Foundations Investment Advisors, LLC | 0.05% | Reduce -2.7% | 76,956 | $2.7M |
| Americana Partners, LLC | 0.10% | Reduce -28.6% | 74,307 | $2.6M |
| Noble Wealth Management PBC | 1.78% | Reduce -4.2% | 74,127 | $2.6M |
| Sunbelt Securities, Inc. | 0.19% | Reduce -1.7% | 60,381 | $2.1M |
| Elevated Capital Advisors, LLC | 0.59% | Add +4.1% | 59,706 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Add +19.3% | 54,175 | $1.9M |
| Nations Financial Group Inc, /Ia/ | 0.13% | Reduce -6.0% | 46,913 | $1.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -8.5% | 46,265 | $1.6M |
| NovaPoint Capital, LLC | 0.48% | No change | 44,451 | $1.6M |
| Captrust Financial Advisors | 0.00% | No change | 43,982 | $1.5M |
| Arkadios Wealth Advisors | 0.06% | No change | 43,300 | $1.5M |
| Keystone Wealth Services, LLC | 0.40% | No change | 41,836 | $1.5M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +19.8% | 39,807 | $1.4M |
| Truist Financial Corp. | 0.00% | Reduce -9.4% | 39,685 | $1.4M |
| Silver Oak Securities, Incorporated | 0.13% | No change | 39,445 | $1.4M |
| EPG Wealth Management LLC | 0.39% | No change | 39,300 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | No change | 36,916 | $1.3M |
| BlueChip Wealth Advisors LLC | 0.63% | No change | 36,195 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +25.2% | 36,125 | $1.3M |
| Harvest Investment Services, LLC | 0.32% | Reduce -66.1% | 33,046 | $1.2M |
| Founders Financial Securities LLC | 0.10% | Add +75.5% | 32,931 | $1.1M |
| LM Advisors LLC | 0.20% | No change | 31,290 | $1.1M |
| City Holding Co. | 0.15% | No change | 31,100 | $1.1M |
| Icon Wealth Advisors, LLC | 0.09% | Reduce -1.3% | 31,088 | $1.1M |
| AdvisorNet Financial, Inc | 0.08% | New | 29,965 | $1.1M |
| Tanglewood Legacy Advisors, LLC | 0.45% | Reduce -1.3% | 29,052 | $1.0M |
| Diligent Investors, LLC | 0.24% | No change | 28,157 | $990K |
| Ameriprise Financial Inc. | 0.00% | Reduce -82.7% | 27,800 | $978K |
| Nvest Financial, LLC | 0.51% | Reduce -3.9% | 27,341 | $962K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -0.3% | 27,241 | $958K |
| Avantra Family Wealth, Inc. | 0.90% | Reduce -1.0% | 26,769 | $941K |
| NewEdge Advisors, LLC | 0.01% | Reduce -8.3% | 26,404 | $929K |
| Citadel Advisors | 0.00% | Add +185.8% | 25,320 | $891K |
| UBS Group AG | 0.00% | Add +1316.3% | 24,786 | $872K |
| Sequent Planning LLC | 0.28% | Reduce -22.0% | 22,196 | $781K |
| Schulz Wealth, LTD. | 0.59% | Reduce -3.6% | 21,949 | $772K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.1% | 21,383 | $752K |
| Gries Financial LLC | 0.14% | Reduce -13.4% | 20,069 | $706K |
| Wood Tarver Financial Group, LLC | 0.20% | Reduce -3.5% | 17,320 | $609K |
| AE Wealth Management LLC | 0.00% | Reduce -35.3% | 16,188 | $569K |
| Catalina Capital Group, LLC | 0.36% | No change | 15,377 | $541K |
| Integrity Financial Corp | 0.31% | No change | 15,347 | $540K |
| Townsquare Capital LLC | 0.01% | Reduce -1.6% | 15,126 | $532K |
| Archer Investment Corp | 0.13% | No change | 14,764 | $519K |
| Santori & Peters, Inc. | 0.20% | No change | 14,070 | $495K |
| AIFG Consultants Ltd. | 0.79% | No change | 13,700 | $482K |
| REAP Financial Group, LLC | 0.12% | Reduce -1.9% | 13,691 | $482K |
| Bison Wealth, LLC | 0.04% | Reduce -4.6% | 13,539 | $476K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | No change | 13,138 | $462K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -22.7% | 11,666 | $410K |
| Norden Group LLC | 0.05% | No change | 11,625 | $409K |
| ORG Partners LLC | 0.10% | No change | 11,500 | $406K |
| MML Investors Services, LLC | 0.00% | No change | 11,069 | $389K |
| MAI Capital Management | 0.00% | Reduce -55.0% | 10,889 | $383K |
| Robertson Stephens Wealth Management, LLC | 0.01% | No change | 10,880 | $383K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -0.2% | 10,833 | $381K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -0.2% | 10,833 | $381K |
| Brookstone Capital Management | 0.01% | Reduce -13.3% | 10,788 | $379K |
| Janney Montgomery Scott LLC | 0.00% | No change | 10,500 | $369K |
| GPS Wealth Strategies Group, LLC | 0.05% | New | 10,087 | $355K |
| NorthCrest Asset Manangement, LLC | 0.01% | No change | 10,059 | $354K |
| Uptick Partners, LLC | 0.11% | Reduce -3.0% | 9,425 | $331K |
| Ameritas Advisory Services, LLC | 0.01% | Add +2.6% | 9,088 | $325K |
| JPMorgan Chase & Co. | 0.00% | Add +201.3% | 8,926 | $314K |
| CoreCap Advisors, LLC | 0.01% | Add +21.1% | 8,701 | $306K |
| Quad-Cities Investment Group, LLC | 0.15% | No change | 8,696 | $306K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -6.2% | 8,046 | $283K |
| Prosperity Financial Group, Inc. | 0.13% | Reduce -89.9% | 7,561 | $266K |
| 1776 Wealth LLC | 0.12% | No change | 7,560 | $266K |
| IFP Advisors, Inc | 0.01% | No change | 7,391 | $260K |
| Chris Bulman Inc | 0.16% | Reduce -17.7% | 7,186 | $253K |
| StoneX Group Inc. | 0.01% | No change | 7,021 | $247K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -26.5% | 6,916 | $243K |
| Principal Securities, Inc. | 0.01% | No change | 6,350 | $229K |
| Strategic Blueprint, LLC | 0.01% | Reduce -18.0% | 6,477 | $228K |
| Cornell Pochily Investment Advisors, Inc. | 0.08% | No change | 6,450 | $227K |
| Brass Tax Wealth Management, Inc. | 0.05% | Reduce -1.4% | 6,438 | $226K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -5.1% | 6,276 | $221K |
| HBW Advisory Services LLC | 0.03% | No change | 5,885 | $207K |
| Barclays PLC | 0.00% | Add +271.1% | 5,682 | $200K |
| Centaurus Financial, Inc. | 0.01% | No change | 5,124 | $180K |
| Lanark Financial, Inc. | 0.01% | — | 4,682 | $164K |
| GoalVest Advisory LLC | 0.04% | No change | 3,865 | $136K |
| DHJJ Financial Advisors, Ltd. | 0.05% | No change | 3,631 | $128K |
| Geneos Wealth Management Inc. | 0.00% | No change | 2,450 | $86K |
| Financial Network Wealth Advisors LLC | 0.08% | No change | 1,778 | $63K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 1,204 | $42K |
| Harbour Investments, Inc. | 0.00% | Reduce -2.2% | 717 | $25K |
| Farther Finance Advisors, LLC | 0.00% | New | 686 | $24K |
| IMG Wealth Management, Inc. | 0.01% | No change | 412 | $14K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 365 | $13K |
| New Millennium Group LLC | 0.00% | No change | 114 | $4K |
| Park Square Financial Group, LLC | 0.00% | New | 80 | $3K |
| Lord & Richards Wealth Management, LLC | 0.00% | New | 18 | $633 |
"% of holder's portfolio" is GJUN's weight in each manager's 13F, not the share of FT Vest US Equity Moderate B the manager owns.