FT Vest US Equity Moderate BGAPRETF
13F holders, Q1 2025 (March 31)77holders −7
9new positions
14sold out
1famous investor
$37.55avg. 13F price*
At the end of Q1 2025, 77 institutions reported holding FT Vest US Equity Moderate B (GAPR) in their 13F filings, down 7 from Q4 2024. 9 opened new positions and 14 sold out. The largest holders were New Wave Wealth Advisors LLC ($14.2M), Raymond James Financial Inc. ($13.7M) and Kestra Advisory Services, LLC ($9.6M). 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 (Q1 2025)
- CUSIP
- 33740F458
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $2.6M |
| Exits | 14 | $4.3M |
All 13F filers, Q4 2024 → Q1 2025: 134,579 shares bought and 809,047 shares sold, net −674,468 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 77 holders
| New Wave Wealth Advisors LLC | 6.36% | Add +3.7% | 377,853 | $14.2M |
| Raymond James Financial Inc. | 0.01% | Reduce -4.2% | 365,921 | $13.7M |
| Kestra Advisory Services, LLC | 0.05% | Reduce -15.6% | 254,655 | $9.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -42.5% | 211,138 | $7.9M |
| Truist Financial Corp. | 0.01% | Reduce -10.8% | 180,759 | $6.8M |
| Cetera Investment Advisers | 0.01% | Reduce -38.0% | 130,037 | $4.9M |
| Concurrent Investment Advisors, LLC | 0.11% | Reduce -0.5% | 125,116 | $4.7M |
| Schulz Wealth, LTD. | 3.19% | Reduce 0.0% | 111,510 | $4.2M |
| Midwest Financial Network, LLC | 3.87% | Add +3.1% | 103,016 | $3.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -29.5% | 85,103 | $3.2M |
| City Holding Co. | 0.39% | No change | 73,625 | $2.8M |
| LPL Financial LLC | 0.00% | Add +90.4% | 61,815 | $2.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -9.8% | 61,433 | $2.3M |
| Captrust Financial Advisors | 0.00% | Reduce -82.6% | 46,713 | $1.8M |
| Per Stirling Capital Management, LLC. | 0.20% | Reduce -2.1% | 36,921 | $1.4M |
| Keystone Wealth Services, LLC | 0.36% | No change | 35,389 | $1.3M |
| ARS Wealth Advisors Group, LLC | 0.19% | Reduce -41.3% | 35,199 | $1.3M |
| Stephens Inc. | 0.02% | Reduce -0.6% | 33,980 | $1.3M |
| REAP Financial Group, LLC | 0.27% | Reduce -0.4% | 29,546 | $1.1M |
| Bison Wealth, LLC | 0.10% | Reduce -6.6% | 29,546 | $1.1M |
| Tanglewood Legacy Advisors, LLC | 0.44% | Reduce -5.6% | 26,991 | $1.0M |
| Americana Partners, LLC | 0.04% | Reduce -30.9% | 26,787 | $1.0M |
| Founders Financial Securities LLC | 0.08% | Add +100.7% | 25,989 | $949K |
| Strategic Blueprint, LLC | 0.05% | Reduce -24.6% | 24,050 | $903K |
| Brass Tax Wealth Management, Inc. | 0.14% | Reduce -0.5% | 18,232 | $685K |
| Catalina Capital Group, LLC | 0.45% | No change | 18,088 | $679K |
| OneDigital Investment Advisors LLC | 0.01% | No change | 17,230 | $647K |
| Lido Advisors, LLC | 0.00% | No change | 16,823 | $632K |
| Archer Investment Corp | 0.16% | No change | 16,554 | $622K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | No change | 15,409 | $579K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -54.8% | 15,292 | $574K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -37.6% | 13,963 | $525K |
| Synergy Asset Management, LLC | 0.06% | New | 13,359 | $502K |
| MAI Capital Management | 0.00% | No change | 13,314 | $500K |
| NewEdge Advisors, LLC | 0.00% | Reduce -9.2% | 13,114 | $493K |
| Fortress Private Ledger, LLC | 0.25% | No change | 12,053 | $453K |
| Main Street Financial Solutions, LLC | 0.04% | No change | 11,906 | $447K |
| Avidian Wealth Enterprises, LLC | 0.02% | No change | 11,853 | $445K |
| Citadel Advisors | 0.00% | New | 11,437 | $430K |
| Atria Wealth Solutions, Inc. | 0.00% | No change | 10,834 | $407K |
| Sequent Planning LLC | 0.14% | No change | 10,662 | $401K |
| Townsquare Capital LLC | 0.00% | Add +67.8% | 10,138 | $381K |
| JPMorgan Chase & Co. | 0.00% | New | 10,000 | $376K |
| Mutual Advisors, LLC | 0.01% | New | 10,242 | $374K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 8,750 | $329K |
| Mariner, LLC | 0.00% | New | 8,747 | $329K |
| Stuart Chaussee & Associates, Inc. | 0.08% | No change | 8,400 | $316K |
| Susquehanna International Group, LLP | 0.00% | Reduce -67.8% | 8,393 | $315K |
| CoreCap Advisors, LLC | 0.01% | Add +17.6% | 8,177 | $307K |
| AdvisorNet Financial, Inc | 0.02% | New | 7,563 | $284K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -10.9% | 7,563 | $284K |
| Prosperity Consulting Group, LLC | 0.02% | No change | 7,403 | $278K |
| Wedbush Securities Inc. | 0.01% | No change | 6,915 | $260K |
| MML Investors Services, LLC | 0.00% | Reduce -48.0% | 6,623 | $249K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -14.8% | 5,788 | $217K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -0.1% | 5,685 | $214K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -0.1% | 5,685 | $214K |
| Flagstar Securities, Inc. | 0.05% | New | 5,569 | $209K |
| Centaurus Financial, Inc. | 0.01% | Reduce -4.7% | 4,815 | $181K |
| Financial Network Wealth Advisors LLC | 0.22% | Reduce -3.1% | 4,532 | $170K |
| IFP Advisors, Inc | 0.00% | Reduce -3.4% | 4,182 | $157K |
| Wood Tarver Financial Group, LLC | 0.05% | No change | 3,993 | $150K |
| Integrity Financial Corp | 0.09% | No change | 3,986 | $150K |
| Barclays PLC | 0.00% | Reduce -0.1% | 3,932 | $148K |
| Stonebridge Financial Group, LLC | 0.02% | No change | 3,796 | $143K |
| Harbour Investments, Inc. | 0.00% | Reduce -33.6% | 3,788 | $142K |
| Principal Securities, Inc. | 0.00% | No change | 3,285 | $123K |
| UBS Group AG | 0.00% | New | 2,282 | $86K |
| Spire Wealth Management | 0.00% | Reduce -61.5% | 2,237 | $84K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -19.4% | 2,186 | $82K |
| Cwm, LLC | 0.00% | Add +14.1% | 2,147 | $81K |
| DHJJ Financial Advisors, Ltd. | 0.03% | No change | 1,887 | $71K |
| Lanark Financial, Inc. | 0.00% | — | 1,000 | $37K |
| Capital Analysts, LLC | 0.00% | No change | 905 | $34K |
| Farther Finance Advisors, LLC | 0.00% | New | 758 | $29K |
| IMG Wealth Management, Inc. | 0.02% | No change | 672 | $25K |
| Noble Wealth Management PBC | 0.01% | No change | 285 | $11K |
"% of holder's portfolio" is GAPR's weight in each manager's 13F, not the share of FT Vest US Equity Moderate B the manager owns.