FT Vest US Equity Moderate BGJUNETF

13F holders, Q4 2025 (December 31)
122holders +11
15new positions
6sold out
1famous investor
$39.62avg. 13F price*

At the end of Q4 2025, 122 institutions reported holding FT Vest US Equity Moderate B (GJUN) in their 13F filings, up 11 from Q3 2025. 15 opened new positions and 6 sold out. The largest holders were Cetera Investment Advisers ($10.6M), Commonwealth Equity Services, LLC ($10.1M) and Raymond James Financial Inc. ($9.9M). 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
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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions15$5.8M
Exits6$2.3M

All 13F filers, Q3 2025 → Q4 2025: 265,632 shares bought and 488,985 shares sold, net −223,353 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 122 holders

Cetera Investment Advisers 0.01% Reduce -6.5% 267,334 $10.6M
Commonwealth Equity Services, LLC 0.01% Reduce -8.6% 254,815 $10.1M
Raymond James Financial Inc. 0.00% Reduce -26.5% 249,984 $9.9M
Mariner, LLC 0.01% Reduce -8.3% 240,290 $9.5M
Atria Investments, Inc 0.10% Reduce -10.7% 227,112 $9.0M
First International Bank of Israel Ltd. 3.78% No change 200,000 $7.9M
Osaic Holdings, Inc. 0.01% Reduce -17.4% 178,834 $7.1M
Focus Partners Wealth 0.01% Reduce -9.8% 168,305 $6.7M
Kestra Advisory Services, LLC 0.03% Reduce -4.2% 164,540 $6.5M
LPL Financial LLC 0.00% Add +0.8% 164,301 $6.5M
Keystone Wealth Services, LLC 1.15% Add +269.8% 135,361 $5.4M
Americana Partners, LLC 0.13% Reduce -24.9% 121,027 $4.8M
Avantra Family Wealth, Inc. 3.02% Add +2.5% 105,166 $4.2M
Sunbelt Securities, Inc. 0.25% Reduce -7.0% 93,585 $3.7M
VestGen Advisors, LLC 0.13% New 78,562 $3.1M
Janney Montgomery Scott LLC 0.01% Add +5.0% 77,488 $3.1M
Envestnet Asset Management Inc. 0.00% Reduce -4.5% 71,658 $2.8M
Captrust Financial Advisors 0.01% No change 69,644 $2.8M
Schulz Wealth, LTD. 1.44% No change 56,646 $2.2M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -17.3% 51,685 $2.0M
Elevated Capital Advisors, LLC 0.46% Reduce -4.4% 49,338 $2.0M
Foundations Investment Advisors, LLC 0.02% Reduce -1.8% 46,804 $1.9M
Arkadios Wealth Advisors 0.03% No change 43,600 $1.7M
NovaPoint Capital, LLC 0.42% Reduce -6.4% 41,623 $1.6M
Nations Financial Group Inc, /Ia/ 0.09% Reduce -12.5% 41,521 $1.6M
Founders Financial Securities LLC 0.09% Add +10.5% 37,810 $1.5M
Independent Financial Group, LLC 0.03% Reduce -7.3% 36,689 $1.5M
ACT Advisors, LLC. 0.56% No change 35,808 $1.4M
Truist Financial Corp. 0.00% Reduce -5.5% 35,676 $1.4M
Ignite Planners, LLC 0.21% Reduce -57.5% 33,767 $1.3M
Diligent Investors, LLC 0.32% No change 32,657 $1.3M
City Holding Co. 0.15% No change 31,100 $1.2M
Archer Investment Corp 0.28% No change 30,959 $1.2M
AdvisorNet Financial, Inc 0.06% No change 29,965 $1.2M
Wealth Enhancement Advisory Services, LLC 0.00% Add +1.1% 29,604 $1.2M
Tanglewood Legacy Advisors, LLC 0.42% No change 28,190 $1.1M
Nvest Financial, LLC 0.45% Add +5.8% 27,341 $1.1M
Triad Wealth Partners, LLC 0.10% Reduce -1.1% 26,972 $1.1M
NewEdge Advisors, LLC 0.00% Reduce -1.0% 26,369 $1.0M
Integrated Wealth Concepts LLC 0.01% Reduce -0.8% 25,364 $1.0M
Icon Wealth Advisors, LLC 0.06% Reduce 0.0% 21,952 $869K
Sequent Planning LLC 0.22% Reduce -7.2% 21,666 $858K
Wood Tarver Financial Group, LLC 0.22% Reduce -9.2% 20,219 $800K
Ausdal Financial Partners, Inc. 0.03% Reduce -2.3% 17,687 $700K
Harvest Investment Services, LLC 0.13% Reduce -20.5% 17,626 $698K
Royal Bank of Canada 0.00% New 17,217 $682K
CreativeOne Wealth, LLC 0.02% Reduce -0.2% 15,874 $629K
Integrity Financial Corp 0.31% No change 15,284 $605K
Steward Partners Investment Advisory, LLC 0.00% Reduce -10.2% 14,541 $576K
Santori & Peters, Inc. 0.19% No change 14,070 $557K
Orion Porfolio Solutions, LLC 0.00% Add +19.2% 13,714 $543K
AIFG Consultants Ltd. 0.93% No change 13,700 $543K
Mutual Advisors, LLC 0.01% Add +8.2% 13,599 $539K
Gallagher Fiduciary Advisors, LLC 0.02% No change 13,405 $531K
REAP Financial Group, LLC 0.10% Reduce -2.7% 13,048 $517K
BFI Wealth Solutions, LLC 0.46% — 12,290 $487K
MAI Capital Management 0.00% Reduce -22.0% 11,845 $469K
Global Retirement Partners, LLC 0.01% Reduce -0.8% 11,800 $467K
Susquehanna International Group, LLP 0.00% Add +34.9% 11,772 $466K
Norden Group LLC 0.04% No change 11,600 $459K
NorthCrest Asset Manangement, LLC 0.01% No change 11,519 $457K
Summit Financial Wealth Advisors, LLC 0.06% Reduce -5.1% 11,437 $453K
MML Investors Services, LLC 0.00% New 11,145 $441K
Robertson Stephens Wealth Management, LLC 0.01% No change 10,880 $431K
Brookstone Capital Management 0.00% Reduce -2.4% 10,639 $421K
Centaurus Financial, Inc. 0.02% No change 10,484 $415K
Axxcess Wealth Management, LLC 0.01% No change 10,245 $406K
Uptick Partners, LLC 0.08% Reduce -19.0% 9,820 $389K
CoreCap Advisors, LLC 0.01% Add +5.5% 9,215 $365K
Quad-Cities Investment Group, LLC 0.14% Reduce -12.0% 8,361 $331K
Catalina Capital Group, LLC 0.20% No change 8,110 $321K
Sanctuary Advisors, LLC 0.00% No change 8,046 $319K
Blue Bell Private Wealth Management, LLC 0.05% Reduce -9.8% 7,763 $307K
AE Wealth Management LLC 0.00% Reduce -13.1% 7,718 $306K
Stephens Inc. 0.00% No change 7,665 $304K
1776 Wealth LLC 0.11% No change 7,560 $299K
Prosperity Financial Group, Inc. 0.11% No change 7,556 $299K
Mgo One Seven LLC 0.01% No change 7,468 $296K
IFP Advisors, Inc 0.01% No change 7,391 $293K
Silver Oak Securities, Incorporated 0.02% New 7,336 $291K
Chris Bulman Inc 0.13% Reduce -0.1% 7,280 $288K
Crusonia Wealth Advisors LLC 0.06% — 7,275 $288K
United Capital Financial Advisors, LLC 0.00% No change 6,781 $269K
Citadel Advisors 0.00% New 6,668 $264K
Harbour Investments, Inc. 0.01% Reduce -24.6% 6,597 $261K
Savvy Advisors, Inc. 0.01% New 6,312 $250K
Stratos Wealth Advisors, LLC 0.01% Reduce -0.3% 6,220 $246K
First Heartland Consultants, Inc. 0.02% Reduce -6.4% 6,167 $244K
Keating Financial Advisory Services, Inc. 0.03% — 6,154 $244K
Waverly Advisors, LLC 0.00% New 6,011 $238K
Cornell Pochily Investment Advisors, Inc. 0.07% Reduce -3.5% 5,830 $231K
StoneX Group Inc. 0.01% Add +11.1% 5,722 $227K
HBW Advisory Services LLC 0.02% Reduce -0.1% 5,382 $213K
PKS Advisory Services, LLC 0.05% No change 5,325 $211K
Kestra Private Wealth Services, LLC 0.00% No change 5,215 $207K
FSB Premier Wealth Management, Inc. 0.07% Reduce -0.4% 5,183 $205K
Castle Rock Wealth Management, LLC 0.04% New 5,138 $204K
Barclays PLC 0.00% Reduce -6.7% 4,828 $191K
Lanark Financial, Inc. 0.01% No change 4,682 $185K
GPS Wealth Strategies Group, LLC 0.16% Reduce -54.0% 4,637 $184K
DHJJ Financial Advisors, Ltd. 0.06% No change 4,613 $183K
GoalVest Advisory LLC 0.03% No change 3,865 $153K
Farther Finance Advisors, LLC 0.00% Reduce -13.8% 3,592 $142K
Fifth Third Bancorp 0.00% New 2,903 $115K
Geneos Wealth Management Inc. 0.00% No change 2,450 $97K
SageView Advisory Group, LLC 0.00% New 2,250 $89K
Benson Wealth Management INC 0.09% — 2,100 $83K
Kilter Group LLC 0.03% No change 1,986 $79K
Financial Network Wealth Advisors LLC 0.05% No change 1,113 $44K
Rockefeller Capital Management L.P. 0.00% No change 1,010 $40K
Bullseye Investment Management, LLC 0.02% New 1,000 $40K
Pinnacle Wealth Planning Services, Inc. 0.00% New 1,000 $40K
LM Advisors LLC 0.12% Reduce -96.0% 1,239 $31K
Capital Analysts, LLC 0.00% No change 670 $27K
Lloyd Advisory Services, LLC. 0.01% New 625 $25K
Cwm, LLC 0.00% No change 506 $20K
UBS Group AG 0.00% Add +497.3% 442 $18K
IMG Wealth Management, Inc. 0.01% No change 412 $16K
Hazlett, Burt & Watson, Inc. 0.00% No change 365 $15K
Capital Investment Advisory Services, LLC 0.00% New 68 $3K
Evolution Wealth Management Inc. 0.00% Reduce -84.5% 37 $1K
Smartleaf Asset Management LLC 0.00% New 34 $1K

"% 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.