FT Vest US Equity Moderate BGJUNETF
13F holders, Q2 2025 (June 30)112holders +5
14new positions
10sold out
$37.56avg. 13F price*
At the end of Q2 2025, 112 institutions reported holding FT Vest US Equity Moderate B (GJUN) in their 13F filings, up 5 from Q1 2025. 14 opened new positions and 10 sold out. The largest holders were Raymond James Financial Inc. ($17.4M), Mariner, LLC ($12.4M) and Atria Investments, Inc ($12.1M).
- Company
- FT Vest US Equity Moderate B
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q2 2025)
- CUSIP
- 33740F433
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $5.6M |
| Exits | 10 | $7.6M |
All 13F filers, Q1 2025 → Q2 2025: 970,061 shares bought and 572,922 shares sold, net +397,139 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 112 holders
| Raymond James Financial Inc. | 0.01% | Add +53.3% | 463,704 | $17.4M |
| Mariner, LLC | 0.02% | Reduce -2.3% | 331,021 | $12.4M |
| Atria Investments, Inc | 0.14% | Reduce -2.4% | 322,761 | $12.1M |
| Commonwealth Equity Services, LLC | 0.02% | Add +75.8% | 319,579 | $12.0M |
| Cetera Investment Advisers | 0.02% | Add +9.6% | 283,808 | $10.7M |
| Focus Partners Wealth | 0.02% | Reduce -8.9% | 243,541 | $9.2M |
| First International Bank of Israel Ltd. | 4.43% | — | 200,000 | $7.5M |
| Osaic Holdings, Inc. | 0.01% | Reduce -9.9% | 199,813 | $7.5M |
| Kestra Advisory Services, LLC | 0.03% | Add +20.3% | 178,623 | $6.7M |
| Avantra Family Wealth, Inc. | 4.88% | Add +487.4% | 157,253 | $5.9M |
| Americana Partners, LLC | 0.20% | Add +108.7% | 155,094 | $5.8M |
| LPL Financial LLC | 0.00% | Add +24.0% | 153,064 | $5.8M |
| Independent Financial Group, LLC | 0.15% | Reduce -1.9% | 146,287 | $5.5M |
| Ignite Planners, LLC | 0.52% | Add +1.2% | 79,488 | $3.0M |
| Captrust Financial Advisors | 0.01% | Add +58.4% | 69,644 | $2.6M |
| Schulz Wealth, LTD. | 1.69% | Add +173.3% | 59,989 | $2.3M |
| Sunbelt Securities, Inc. | 0.20% | Add +1.7% | 61,406 | $2.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +451.3% | 57,886 | $2.2M |
| Elevated Capital Advisors, LLC | 0.59% | No change | 59,706 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +50.1% | 54,230 | $2.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +11.5% | 51,569 | $1.9M |
| Foundations Investment Advisors, LLC | 0.03% | Reduce -35.1% | 49,929 | $1.9M |
| Nations Financial Group Inc, /Ia/ | 0.12% | Add +2.6% | 48,151 | $1.8M |
| NovaPoint Capital, LLC | 0.51% | No change | 44,451 | $1.7M |
| Arkadios Wealth Advisors | 0.05% | No change | 43,300 | $1.6M |
| Truist Financial Corp. | 0.00% | Reduce -0.9% | 39,310 | $1.5M |
| Keystone Wealth Services, LLC | 0.33% | Reduce -12.6% | 36,575 | $1.4M |
| Jane Street Group, LLC | 0.00% | New | 34,914 | $1.3M |
| BlueChip Wealth Advisors LLC | 0.53% | Reduce -4.8% | 34,444 | $1.3M |
| UBS Group AG | 0.00% | Add +32.1% | 32,735 | $1.2M |
| Diligent Investors, LLC | 0.29% | Add +16.0% | 32,657 | $1.2M |
| Archer Investment Corp | 0.29% | Add +118.0% | 32,179 | $1.2M |
| Harvest Investment Services, LLC | 0.27% | Reduce -4.1% | 31,678 | $1.2M |
| LM Advisors LLC | 0.15% | No change | 31,290 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +45.6% | 31,125 | $1.2M |
| City Holding Co. | 0.15% | No change | 31,100 | $1.2M |
| AdvisorNet Financial, Inc | 0.07% | No change | 29,965 | $1.1M |
| Founders Financial Securities LLC | 0.08% | Reduce -10.5% | 29,485 | $1.1M |
| Tanglewood Legacy Advisors, LLC | 0.45% | No change | 29,052 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Add +7.3% | 28,335 | $1.1M |
| Nvest Financial, LLC | 0.54% | No change | 27,341 | $1.0M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -0.6% | 27,081 | $1.0M |
| Triad Wealth Partners, LLC | 0.20% | New | 25,887 | $973K |
| Wood Tarver Financial Group, LLC | 0.25% | Add +28.5% | 22,255 | $836K |
| Icon Wealth Advisors, LLC | 0.06% | Reduce -28.6% | 22,202 | $835K |
| Sequent Planning LLC | 0.26% | Reduce -3.0% | 21,532 | $810K |
| Ausdal Financial Partners, Inc. | 0.05% | New | 18,223 | $685K |
| Summit Financial Wealth Advisors, LLC | 0.11% | New | 16,980 | $638K |
| Integrity Financial Corp | 0.32% | Add +7.6% | 16,509 | $621K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -55.4% | 16,466 | $619K |
| CreativeOne Wealth, LLC | 0.02% | Add +40.1% | 16,340 | $614K |
| MAI Capital Management | 0.00% | Add +39.4% | 15,178 | $571K |
| Gries Financial LLC | 0.10% | Reduce -27.3% | 14,582 | $548K |
| Avantax Advisory Services, Inc. | 0.00% | Add +132.2% | 14,571 | $548K |
| Santori & Peters, Inc. | 0.19% | No change | 14,070 | $529K |
| AIFG Consultants Ltd. | 1.00% | No change | 13,700 | $515K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Add +2.0% | 13,405 | $504K |
| REAP Financial Group, LLC | 0.12% | Reduce -3.9% | 13,153 | $495K |
| Bison Wealth, LLC | 0.04% | Reduce -2.9% | 13,153 | $495K |
| Mutual Advisors, LLC | 0.01% | New | 12,571 | $479K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -68.2% | 12,668 | $478K |
| Global Retirement Partners, LLC | 0.01% | — | 11,980 | $450K |
| Old Mission Capital LLC | 0.01% | Reduce -86.3% | 11,701 | $440K |
| Norden Group LLC | 0.05% | Reduce -0.2% | 11,600 | $436K |
| ORG Partners LLC | 0.09% | No change | 11,500 | $432K |
| MML Investors Services, LLC | 0.00% | Add +3.6% | 11,472 | $431K |
| Uptick Partners, LLC | 0.12% | Add +21.6% | 11,461 | $431K |
| Brookstone Capital Management | 0.01% | Add +1.6% | 10,966 | $412K |
| Robertson Stephens Wealth Management, LLC | 0.01% | No change | 10,880 | $409K |
| Centaurus Financial, Inc. | 0.02% | Add +104.6% | 10,484 | $394K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -3.5% | 10,450 | $393K |
| AE Wealth Management LLC | 0.00% | Reduce -35.9% | 10,378 | $390K |
| Axxcess Wealth Management, LLC | 0.01% | New | 10,245 | $385K |
| NorthCrest Asset Manangement, LLC | 0.01% | No change | 10,059 | $380K |
| GPS Wealth Strategies Group, LLC | 0.04% | No change | 10,087 | $379K |
| Quad-Cities Investment Group, LLC | 0.15% | No change | 8,696 | $327K |
| Blue Bell Private Wealth Management, LLC | 0.05% | Add +614.6% | 8,604 | $324K |
| CoreCap Advisors, LLC | 0.01% | Reduce -1.3% | 8,590 | $323K |
| Catalina Capital Group, LLC | 0.21% | Reduce -47.3% | 8,110 | $305K |
| Mgo One Seven LLC | 0.01% | New | 8,047 | $303K |
| Sanctuary Advisors, LLC | 0.00% | No change | 8,046 | $303K |
| Stephens Inc. | 0.00% | Reduce -91.9% | 7,665 | $288K |
| 1776 Wealth LLC | 0.12% | No change | 7,560 | $284K |
| Prosperity Financial Group, Inc. | 0.12% | Reduce -0.1% | 7,556 | $284K |
| IFP Advisors, Inc | 0.01% | No change | 7,391 | $278K |
| Chris Bulman Inc | 0.16% | Add +1.8% | 7,317 | $275K |
| United Capital Financial Advisors, LLC | 0.00% | New | 6,781 | $255K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -2.3% | 6,757 | $254K |
| Harbour Investments, Inc. | 0.01% | Add +815.2% | 6,562 | $247K |
| Cornell Pochily Investment Advisors, Inc. | 0.08% | No change | 6,450 | $243K |
| Brass Tax Wealth Management, Inc. | 0.05% | No change | 6,438 | $242K |
| Park Avenue Securities LLC | 0.00% | New | 6,384 | $240K |
| HBW Advisory Services LLC | 0.03% | Reduce -1.4% | 5,803 | $218K |
| Stratos Wealth Advisors, LLC | 0.01% | New | 5,661 | $213K |
| Strategic Blueprint, LLC | 0.01% | Reduce -14.4% | 5,542 | $208K |
| Principal Securities, Inc. | 0.00% | Reduce -15.8% | 5,350 | $201K |
| Lanark Financial, Inc. | 0.01% | No change | 4,682 | $176K |
| DHJJ Financial Advisors, Ltd. | 0.06% | Add +27.0% | 4,613 | $173K |
| GoalVest Advisory LLC | 0.04% | No change | 3,865 | $145K |
| Geneos Wealth Management Inc. | 0.00% | No change | 2,450 | $92K |
"% 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.