FT Vest US Small Cap ModeratSAUGETF
13F holders, Q4 2025 (December 31)56holders +4
7new positions
6sold out
$25.54avg. 13F price*
At the end of Q4 2025, 56 institutions reported holding FT Vest US Small Cap Moderat (SAUG) in their 13F filings, up 4 from Q3 2025. 7 opened new positions and 6 sold out. The largest holders were Osaic Holdings, Inc. ($4.5M), Cetera Investment Advisers ($3.7M) and Raymond James Financial Inc. ($2.9M).
- Company
- FT Vest US Small Cap Moderat
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q4 2025)
- CUSIP
- 33740F417
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $769K |
| Exits | 6 | $8.3M |
All 13F filers, Q3 2025 → Q4 2025: 69,631 shares bought and 422,157 shares sold, net −352,526 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 56 holders
| Osaic Holdings, Inc. | 0.01% | Reduce -17.4% | 176,482 | $4.5M |
| Cetera Investment Advisers | 0.00% | Add +0.2% | 145,311 | $3.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.8% | 114,332 | $2.9M |
| Acorn Financial Advisory Services Inc. | 0.33% | No change | 88,106 | $2.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.4% | 85,982 | $2.2M |
| Truist Financial Corp. | 0.00% | Reduce -1.9% | 73,835 | $1.9M |
| Kestra Advisory Services, LLC | 0.01% | Add +4.6% | 70,695 | $1.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.4% | 69,089 | $1.8M |
| LPL Financial LLC | 0.00% | Reduce -1.9% | 62,678 | $1.6M |
| Independent Financial Group, LLC | 0.03% | No change | 59,049 | $1.5M |
| BFI Wealth Solutions, LLC | 1.17% | — | 47,938 | $1.2M |
| Secured Retirement Advisors, LLC | 0.67% | Reduce -11.3% | 46,745 | $1.2M |
| Global Assets Advisory, LLC | 0.31% | Reduce -1.1% | 41,985 | $1.1M |
| NewEdge Advisors, LLC | 0.00% | Reduce -32.4% | 41,491 | $1.1M |
| NorthCrest Asset Manangement, LLC | 0.02% | No change | 38,971 | $1.0M |
| Grantvest Financial Group LLC | 0.63% | Add +4.4% | 38,726 | $988K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.8% | 32,580 | $831K |
| Ignite Planners, LLC | 0.12% | Reduce -4.6% | 31,213 | $815K |
| Old Mission Capital LLC | 0.03% | Add +87.7% | 31,670 | $808K |
| Susquehanna International Group, LLP | 0.00% | Add +22.2% | 30,230 | $771K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -0.1% | 28,705 | $732K |
| Vise Technologies, Inc. | 0.01% | Add +47.4% | 22,137 | $565K |
| Crusonia Wealth Advisors LLC | 0.11% | — | 20,000 | $510K |
| Wealthgarden F.S. LLC | 0.32% | Reduce -0.4% | 18,308 | $481K |
| Foundations Investment Advisors, LLC | 0.01% | Add +0.9% | 18,719 | $478K |
| Prospera Financial Services Inc | 0.01% | No change | 16,939 | $432K |
| Harbour Investments, Inc. | 0.01% | Reduce -40.8% | 13,574 | $346K |
| Silver Oak Securities, Incorporated | 0.02% | New | 13,086 | $335K |
| Capital Analysts, LLC | 0.01% | No change | 12,924 | $330K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.1% | 12,919 | $330K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -13.7% | 10,700 | $273K |
| Wood Tarver Financial Group, LLC | 0.08% | No change | 10,689 | $272K |
| Merit Financial Group, LLC | 0.00% | Reduce -2.7% | 10,245 | $261K |
| Kovack Advisors, Inc. | 0.01% | New | 8,646 | $221K |
| Integrated Advisors Network LLC | 0.01% | Reduce -8.0% | 8,312 | $212K |
| Diligent Investors, LLC | 0.05% | No change | 8,150 | $208K |
| SOA Wealth Advisors, LLC. | 0.03% | Add +29.6% | 8,003 | $204K |
| DHJJ Financial Advisors, Ltd. | 0.06% | No change | 6,838 | $174K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 6,750 | $172K |
| Larson Financial Group LLC | 0.01% | Add +159.8% | 6,569 | $168K |
| MTM Investment Management, LLC | 0.05% | No change | 6,560 | $167K |
| Spire Wealth Management | 0.01% | No change | 6,231 | $159K |
| Creative Financial Designs Inc. | 0.01% | Reduce -1.5% | 6,077 | $155K |
| Sunbelt Securities, Inc. | 0.01% | Add +24.8% | 5,165 | $132K |
| CX Institutional | 0.00% | New | 3,913 | $100K |
| AE Wealth Management LLC | 0.00% | No change | 3,728 | $95K |
| Benson Wealth Management INC | 0.09% | — | 3,164 | $81K |
| Camelot Portfolios, LLC | 0.04% | New | 2,656 | $68K |
| MAI Capital Management | 0.00% | No change | 1,250 | $32K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -63.0% | 640 | $23K |
| Ameriflex Group, Inc. | 0.01% | Reduce -50.0% | 850 | $22K |
| Lanark Financial, Inc. | 0.00% | New | 843 | $22K |
| Morgan Stanley | 0.00% | New | 727 | $19K |
| Geneos Wealth Management Inc. | 0.00% | No change | 662 | $17K |
| UBS Group AG | 0.00% | New | 219 | $6K |
| Integrity Financial Corp | 0.00% | Reduce -17.5% | 66 | $2K |
"% 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.