FT Vest US Small Cap ModeratSAUGETF
13F holders, Q2 2025 (June 30)41holders −4
2new positions
6sold out
1famous investor
$23.40avg. 13F price*
At the end of Q2 2025, 41 institutions reported holding FT Vest US Small Cap Moderat (SAUG) in their 13F filings, down 4 from Q1 2025. 2 opened new positions and 6 sold out. The largest holders were Harvest Investment Services, LLC ($11.1M), Maia Wealth LLC ($5.8M) and NewEdge Advisors, LLC ($3.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- FT Vest US Small Cap Moderat
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q2 2025)
- CUSIP
- 33740F417
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $266K |
| Exits | 6 | $1.7M |
All 13F filers, Q1 2025 → Q2 2025: 74,202 shares bought and 153,673 shares sold, net −79,471 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 41 holders
| Harvest Investment Services, LLC | 2.48% | Reduce -3.5% | 473,447 | $11.1M |
| Maia Wealth LLC | 1.11% | Reduce -2.4% | 248,921 | $5.8M |
| NewEdge Advisors, LLC | 0.02% | Reduce -4.3% | 160,384 | $3.8M |
| Harbour Investments, Inc. | 0.08% | Add +6.0% | 136,889 | $3.2M |
| Cetera Investment Advisers | 0.01% | Add +3.1% | 126,156 | $3.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -6.9% | 105,624 | $2.5M |
| Independent Financial Group, LLC | 0.06% | Reduce -0.0% | 97,902 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.9% | 97,031 | $2.3M |
| Acorn Financial Advisory Services Inc. | 0.34% | Reduce -1.4% | 88,523 | $2.1M |
| Truist Financial Corp. | 0.00% | Reduce -0.3% | 87,990 | $2.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +39.7% | 76,885 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Reduce -7.6% | 72,364 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +0.9% | 65,008 | $1.5M |
| LPL Financial LLC | 0.00% | Add +57.5% | 58,275 | $1.4M |
| Secured Retirement Advisors, LLC | 0.79% | Add +3.7% | 56,762 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -6.3% | 41,484 | $970K |
| NorthCrest Asset Manangement, LLC | 0.02% | Reduce -6.3% | 37,492 | $900K |
| Grantvest Financial Group LLC | 0.53% | No change | 30,297 | $709K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +2.9% | 30,240 | $707K |
| Wealthgarden F.S. LLC | 0.37% | Reduce -0.3% | 18,736 | $441K |
| Foundations Investment Advisors, LLC | 0.01% | No change | 18,549 | $434K |
| Prospera Financial Services Inc | 0.01% | No change | 16,939 | $396K |
| Sigma Planning Corp | 0.01% | Reduce -2.4% | 15,207 | $356K |
| Integrated Advisors Network LLC | 0.01% | No change | 13,475 | $315K |
| Citadel Advisors | 0.00% | Reduce -39.3% | 13,363 | $313K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -38.2% | 12,935 | $303K |
| Capital Analysts, LLC | 0.01% | No change | 12,924 | $302K |
| Ignite Planners, LLC | 0.05% | Reduce -11.4% | 12,484 | $298K |
| Wood Tarver Financial Group, LLC | 0.08% | Reduce -16.9% | 10,689 | $250K |
| UBS Group AG | 0.00% | Add +67.3% | 10,368 | $243K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 9,400 | $220K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -15.6% | 6,750 | $158K |
| MTM Investment Management, LLC | 0.05% | No change | 6,560 | $153K |
| Spire Wealth Management | 0.01% | Reduce -8.6% | 6,231 | $146K |
| Creative Financial Designs Inc. | 0.01% | Add +9.3% | 6,113 | $143K |
| DHJJ Financial Advisors, Ltd. | 0.04% | Reduce -1.1% | 5,122 | $120K |
| Sunbelt Securities, Inc. | 0.01% | Add +3.5% | 4,285 | $101K |
| AE Wealth Management LLC | 0.00% | Reduce -4.1% | 3,728 | $87K |
| Larson Financial Group LLC | 0.00% | No change | 2,528 | $59K |
| Ameritas Advisory Services, LLC | 0.00% | New | 1,965 | $46K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 1,731 | $40K |
"% of holder's portfolio" is SAUG's weight in each manager's 13F, not the share of FT Vest US Small Cap Moderat the manager owns.