FT Vest US Equity Moderate BGAPRETF
13F holders, Q2 2025 (June 30)91holders +14
21new positions
7sold out
1famous investor
$38.31avg. 13F price*
At the end of Q2 2025, 91 institutions reported holding FT Vest US Equity Moderate B (GAPR) in their 13F filings, up 14 from Q1 2025. 21 opened new positions and 7 sold out. The largest holders were Raymond James Financial Inc. ($17.2M), New Wave Wealth Advisors LLC ($14.6M) and Envestnet Asset Management Inc. ($14.4M). 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 (Q2 2025)
- CUSIP
- 33740F458
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $9.1M |
| Exits | 7 | $2.0M |
All 13F filers, Q1 2025 → Q2 2025: 1,084,202 shares bought and 131,818 shares sold, net +952,384 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 91 holders
| Raymond James Financial Inc. | 0.01% | Add +22.5% | 448,394 | $17.2M |
| New Wave Wealth Advisors LLC | 6.20% | Add +0.7% | 380,627 | $14.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +78.2% | 376,212 | $14.4M |
| Cetera Investment Advisers | 0.02% | Add +113.9% | 278,137 | $10.7M |
| Kestra Advisory Services, LLC | 0.05% | Add +4.8% | 266,765 | $10.2M |
| Concurrent Investment Advisors, LLC | 0.13% | Add +42.8% | 178,701 | $6.8M |
| Truist Financial Corp. | 0.01% | Reduce -10.2% | 162,254 | $6.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +143.5% | 149,610 | $5.7M |
| Osaic Holdings, Inc. | 0.01% | Add +56.2% | 132,912 | $5.1M |
| Americana Partners, LLC | 0.17% | Add +380.9% | 128,822 | $4.9M |
| Schulz Wealth, LTD. | 3.19% | Reduce 0.0% | 111,508 | $4.3M |
| Midwest Financial Network, LLC | 3.49% | Reduce -10.9% | 91,787 | $3.5M |
| LPL Financial LLC | 0.00% | Add +41.3% | 87,362 | $3.3M |
| City Holding Co. | 0.37% | Add +1.1% | 74,425 | $2.9M |
| Retirement Guys Formula LLC | 0.86% | New | 59,322 | $2.3M |
| CreativeOne Wealth, LLC | 0.05% | Add +236.4% | 51,447 | $2.0M |
| Per Stirling Capital Management, LLC. | 0.18% | No change | 36,921 | $1.4M |
| Captrust Financial Advisors | 0.00% | Reduce -23.3% | 35,849 | $1.4M |
| Keystone Wealth Services, LLC | 0.31% | Reduce -4.5% | 33,780 | $1.3M |
| Stephens Inc. | 0.02% | Reduce -2.5% | 33,130 | $1.3M |
| ARS Wealth Advisors Group, LLC | 0.14% | Reduce -10.3% | 31,589 | $1.2M |
| REAP Financial Group, LLC | 0.27% | No change | 29,546 | $1.1M |
| Bison Wealth, LLC | 0.09% | No change | 29,546 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Add +235.2% | 28,130 | $1.1M |
| Tanglewood Legacy Advisors, LLC | 0.42% | No change | 26,991 | $1.0M |
| Founders Financial Securities LLC | 0.07% | Reduce -2.2% | 25,412 | $974K |
| MML Investors Services, LLC | 0.00% | Add +281.6% | 25,270 | $968K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +71.0% | 23,884 | $915K |
| Visionary Wealth Advisors | 0.04% | New | 20,386 | $781K |
| Brass Tax Wealth Management, Inc. | 0.13% | Reduce -0.0% | 18,225 | $698K |
| Catalina Capital Group, LLC | 0.47% | No change | 18,088 | $693K |
| NewEdge Advisors, LLC | 0.00% | Add +31.1% | 17,186 | $658K |
| Lido Advisors, LLC | 0.00% | No change | 16,823 | $644K |
| FSB Premier Wealth Management, Inc. | 0.23% | New | 16,605 | $636K |
| MAI Capital Management | 0.00% | Add +21.4% | 16,158 | $619K |
| Archer Investment Corp | 0.15% | Reduce -2.6% | 16,126 | $618K |
| Madrona Financial Services, LLC | 0.14% | New | 15,173 | $581K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Reduce -4.8% | 14,670 | $562K |
| Anfield Capital Management, LLC | 0.18% | New | 14,154 | $542K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -20.4% | 13,723 | $526K |
| Janney Montgomery Scott LLC | 0.00% | New | 13,014 | $499K |
| Koshinski Asset Management, Inc. | 0.04% | New | 12,730 | $488K |
| Fortress Private Ledger, LLC | 0.21% | No change | 12,053 | $462K |
| Main Street Financial Solutions, LLC | 0.03% | No change | 11,906 | $456K |
| Avidian Wealth Enterprises, LLC | 0.02% | No change | 11,853 | $454K |
| Sequent Planning LLC | 0.14% | Add +10.8% | 11,810 | $452K |
| Range Financial Group LLC | 0.17% | New | 11,252 | $431K |
| Wood Tarver Financial Group, LLC | 0.13% | Add +179.1% | 11,143 | $426K |
| Mutual Advisors, LLC | 0.01% | No change | 10,242 | $396K |
| Atria Investments, Inc | 0.00% | New | 9,931 | $380K |
| Harbour Investments, Inc. | 0.01% | Add +157.5% | 9,753 | $374K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +10.5% | 9,670 | $370K |
| Macroview Investment Management LLC | 0.27% | New | 8,668 | $332K |
| Wedbush Securities Inc. | 0.01% | Add +23.1% | 8,510 | $326K |
| Citadel Advisors | 0.00% | Reduce -26.2% | 8,443 | $323K |
| Stuart Chaussee & Associates, Inc. | 0.07% | No change | 8,400 | $322K |
| Mgo One Seven LLC | 0.01% | New | 8,393 | $322K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +44.8% | 8,229 | $315K |
| CoreCap Advisors, LLC | 0.01% | Reduce -1.2% | 8,077 | $309K |
| VestGen Investment Management | 0.22% | New | 8,076 | $309K |
| AdvisorNet Financial, Inc | 0.02% | No change | 7,563 | $290K |
| Strategic Blueprint, LLC | 0.01% | Reduce -68.7% | 7,525 | $288K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 7,410 | $284K |
| Prosperity Consulting Group, LLC | 0.02% | No change | 7,403 | $284K |
| Centaurus Financial, Inc. | 0.02% | Add +48.2% | 7,134 | $273K |
| Synergy Asset Management, LLC | 0.03% | Reduce -48.5% | 6,873 | $263K |
| Sunbelt Securities, Inc. | 0.02% | Add +17.4% | 6,797 | $255K |
| Wealthgarden F.S. LLC | 0.20% | New | 6,351 | $245K |
| Flagstar Securities, Inc. | 0.06% | Add +5.0% | 5,846 | $224K |
| International Assets Investment Management, LLC | 0.02% | New | 5,615 | $215K |
| Uptick Partners, LLC | 0.06% | New | 5,382 | $206K |
| Diligent Investors, LLC | 0.05% | New | 5,375 | $206K |
| Financial Network Wealth Advisors LLC | 0.21% | No change | 4,532 | $174K |
| IFP Advisors, Inc | 0.00% | Add +0.9% | 4,219 | $162K |
| Geneos Wealth Management Inc. | 0.00% | Add +90.8% | 4,172 | $160K |
| Global Retirement Partners, LLC | 0.00% | — | 4,035 | $155K |
| Integrity Financial Corp | 0.08% | Add +0.2% | 3,994 | $153K |
| Barclays PLC | 0.00% | Reduce -0.6% | 3,910 | $150K |
| Spire Wealth Management | 0.01% | Add +73.5% | 3,882 | $149K |
| EP Wealth Advisors, LLC | 0.00% | New | 3,066 | $117K |
| Principal Securities, Inc. | 0.00% | Reduce -10.7% | 2,935 | $112K |
| DHJJ Financial Advisors, Ltd. | 0.04% | Add +53.2% | 2,891 | $111K |
| Blue Bell Private Wealth Management, LLC | 0.02% | New | 2,827 | $108K |
| Ameritas Advisory Services, LLC | 0.01% | New | 2,669 | $102K |
| Cwm, LLC | 0.00% | No change | 2,147 | $82K |
| Evolution Wealth Management Inc. | 0.09% | — | 1,955 | $75K |
| Lanark Financial, Inc. | 0.00% | No change | 1,000 | $38K |
| Capital Analysts, LLC | 0.00% | No change | 905 | $35K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -7.1% | 704 | $27K |
| IMG Wealth Management, Inc. | 0.02% | No change | 672 | $26K |
| Allworth Financial LP | 0.00% | New | 336 | $13K |
"% 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.