FT Vest US Equity Moderate BGJUNETF

13F holders, Q3 2025 (September 30)
111holders −1
10new positions
9sold out
$38.87avg. 13F price*

At the end of Q3 2025, 111 institutions reported holding FT Vest US Equity Moderate B (GJUN) in their 13F filings, down 1 from Q2 2025. 10 opened new positions and 9 sold out. The largest holders were Raymond James Financial Inc. ($13.2M), Cetera Investment Advisers ($11.1M) and Commonwealth Equity Services, LLC ($10.8M).

Company
FT Vest US Equity Moderate B
Filed as
FIRST TR EXCHNG TRADED FD VI (Q3 2025)
CUSIP
33740F433
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 78Q1 2024Q2 2024: 104Q2 2024Q3 2024: 122Q3 2024Q4 2024: 112Q4 2024Q1 2025: 107Q1 2025Q2 2025: 112Q2 2025Q3 2025: 111Q3 2025Q4 2025: 122Q4 2025Q1 2026: 119Q1 2026Q2 2026: 136Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions10$3.1M
Exits9$4.2M

All 13F filers, Q2 2025 → Q3 2025: 246,076 shares bought and 724,278 shares sold, net −478,202 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 111 holders

Raymond James Financial Inc. 0.00% Reduce -26.6% 340,227 $13.2M
Cetera Investment Advisers 0.01% Add +0.8% 285,978 $11.1M
Commonwealth Equity Services, LLC 0.01% Reduce -12.8% 278,825 $10.8M
Mariner, LLC 0.01% Reduce -20.8% 262,163 $10.2M
Atria Investments, Inc 0.11% Reduce -21.2% 254,267 $9.9M
Osaic Holdings, Inc. 0.01% Add +8.4% 216,578 $8.4M
First International Bank of Israel Ltd. 4.41% No change 200,000 $7.8M
Focus Partners Wealth 0.01% Reduce -23.4% 186,478 $7.3M
Kestra Advisory Services, LLC 0.03% Reduce -3.8% 171,813 $6.7M
LPL Financial LLC 0.00% Add +6.5% 163,041 $6.3M
Americana Partners, LLC 0.19% Add +3.9% 161,201 $6.3M
Avantra Family Wealth, Inc. 2.99% Reduce -34.7% 102,631 $4.0M
Sunbelt Securities, Inc. 0.27% Add +63.9% 100,611 $3.9M
Ignite Planners, LLC 0.51% No change 79,488 $3.1M
Envestnet Asset Management Inc. 0.00% Add +45.5% 75,021 $2.9M
Janney Montgomery Scott LLC 0.01% Add +27.5% 73,806 $2.9M
Captrust Financial Advisors 0.01% No change 69,644 $2.7M
Cambridge Investment Research Advisors, Inc. 0.01% Add +15.2% 62,460 $2.4M
Schulz Wealth, LTD. 1.46% Reduce -5.6% 56,646 $2.2M
Elevated Capital Advisors, LLC 0.50% Reduce -13.5% 51,625 $2.0M
Foundations Investment Advisors, LLC 0.03% Reduce -4.6% 47,654 $1.9M
Nations Financial Group Inc, /Ia/ 0.11% Reduce -1.5% 47,433 $1.8M
NovaPoint Capital, LLC 0.42% No change 44,451 $1.7M
Arkadios Wealth Advisors 0.04% Add +0.7% 43,600 $1.7M
Independent Financial Group, LLC 0.04% Reduce -72.9% 39,598 $1.5M
Truist Financial Corp. 0.00% Reduce -4.0% 37,755 $1.5M
Keystone Wealth Services, LLC 0.31% Add +0.1% 36,602 $1.4M
ACT Advisors, LLC. 0.56% New 35,808 $1.4M
Founders Financial Securities LLC 0.09% Add +16.0% 34,213 $1.3M
Diligent Investors, LLC 0.32% No change 32,657 $1.3M
LM Advisors LLC 0.18% No change 31,290 $1.2M
City Holding Co. 0.15% No change 31,100 $1.2M
Archer Investment Corp 0.27% Reduce -3.8% 30,959 $1.2M
Old Mission Capital LLC 0.04% Add +158.7% 30,270 $1.2M
AdvisorNet Financial, Inc 0.07% No change 29,965 $1.2M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -5.9% 29,278 $1.1M
Tanglewood Legacy Advisors, LLC 0.42% Reduce -3.0% 28,190 $1.1M
Triad Wealth Partners, LLC 0.14% Add +5.3% 27,265 $1.1M
NewEdge Advisors, LLC 0.00% Reduce -6.0% 26,624 $1.0M
Nvest Financial, LLC 0.58% Reduce -5.5% 25,841 $1.0M
Integrated Wealth Concepts LLC 0.01% Reduce -5.6% 25,561 $994K
Sequent Planning LLC 0.26% Add +8.5% 23,358 $908K
Wood Tarver Financial Group, LLC 0.26% No change 22,255 $865K
Harvest Investment Services, LLC 0.17% Reduce -30.0% 22,181 $862K
Icon Wealth Advisors, LLC 0.06% Reduce -1.1% 21,953 $854K
Ausdal Financial Partners, Inc. 0.03% Reduce -0.6% 18,111 $704K
Steward Partners Investment Advisory, LLC 0.00% Reduce -1.7% 16,191 $630K
CreativeOne Wealth, LLC 0.02% Reduce -2.7% 15,904 $618K
Integrity Financial Corp 0.28% Reduce -7.4% 15,284 $594K
MAI Capital Management 0.00% No change 15,178 $590K
Santori & Peters, Inc. 0.20% No change 14,070 $547K
AIFG Consultants Ltd. 0.94% No change 13,700 $533K
REAP Financial Group, LLC 0.11% Add +1.9% 13,406 $521K
Gallagher Fiduciary Advisors, LLC 0.02% No change 13,405 $521K
Mutual Advisors, LLC 0.01% No change 12,571 $490K
Uptick Partners, LLC 0.12% Add +5.8% 12,121 $471K
Summit Financial Wealth Advisors, LLC 0.07% Reduce -29.0% 12,055 $469K
Global Retirement Partners, LLC 0.01% Reduce -0.7% 11,895 $462K
Norden Group LLC 0.05% No change 11,600 $451K
NorthCrest Asset Manangement, LLC 0.01% Add +14.5% 11,519 $448K
Orion Porfolio Solutions, LLC 0.00% Add +10.1% 11,508 $447K
Brookstone Capital Management 0.01% Reduce -0.6% 10,905 $424K
Robertson Stephens Wealth Management, LLC 0.01% No change 10,880 $423K
Centaurus Financial, Inc. 0.02% No change 10,484 $408K
Axxcess Wealth Management, LLC 0.01% No change 10,245 $398K
GPS Wealth Strategies Group, LLC 0.04% No change 10,087 $392K
Quad-Cities Investment Group, LLC 0.16% Add +9.3% 9,505 $370K
AE Wealth Management LLC 0.00% Reduce -14.4% 8,885 $345K
Harbour Investments, Inc. 0.01% Add +33.3% 8,749 $340K
CoreCap Advisors, LLC 0.01% Add +1.7% 8,733 $340K
Susquehanna International Group, LLP 0.00% New 8,725 $339K
Blue Bell Private Wealth Management, LLC 0.05% No change 8,604 $335K
Gries Financial LLC 0.05% Reduce -42.9% 8,330 $324K
Catalina Capital Group, LLC 0.19% No change 8,110 $315K
Sanctuary Advisors, LLC 0.00% No change 8,046 $313K
Stephens Inc. 0.00% No change 7,665 $298K
1776 Wealth LLC 0.11% No change 7,560 $294K
Prosperity Financial Group, Inc. 0.11% No change 7,556 $294K
Mgo One Seven LLC 0.01% Reduce -7.2% 7,468 $290K
IFP Advisors, Inc 0.01% No change 7,391 $287K
Chris Bulman Inc 0.14% Reduce -0.4% 7,291 $283K
United Capital Financial Advisors, LLC 0.00% No change 6,781 $264K
First Heartland Consultants, Inc. 0.02% Reduce -2.5% 6,587 $256K
PFG Advisors 0.01% New 6,563 $255K
Park Avenue Securities LLC 0.00% Reduce -2.0% 6,254 $243K
Stratos Wealth Advisors, LLC 0.01% Add +10.2% 6,236 $242K
Brass Tax Wealth Management, Inc. 0.04% Reduce -4.7% 6,133 $238K
Cornell Pochily Investment Advisors, Inc. 0.07% Reduce -6.4% 6,039 $235K
Ameritas Advisory Services, LLC 0.01% Add +175.9% 5,471 $213K
HBW Advisory Services LLC 0.02% Reduce -7.1% 5,389 $210K
Principal Securities, Inc. 0.00% No change 5,350 $208K
PKS Advisory Services, LLC 0.05% New 5,325 $207K
NWF Advisory Services Inc. 0.02% New 5,324 $207K
Kestra Private Wealth Services, LLC 0.00% New 5,215 $203K
FSB Premier Wealth Management, Inc. 0.07% New 5,203 $202K
Barclays PLC 0.00% Add +454.6% 5,174 $201K
StoneX Group Inc. 0.01% New 5,149 $200K
Lanark Financial, Inc. 0.01% No change 4,682 $182K
DHJJ Financial Advisors, Ltd. 0.06% No change 4,613 $179K
Farther Finance Advisors, LLC 0.00% Add +582.0% 4,167 $162K

"% 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.

Show all 111 holders