FT Vest US Equity Moderate BGAPRETF
13F holders, Q4 2025 (December 31)94holders +2
11new positions
9sold out
$39.99avg. 13F price*
At the end of Q4 2025, 94 institutions reported holding FT Vest US Equity Moderate B (GAPR) in their 13F filings, up 2 from Q3 2025. 11 opened new positions and 9 sold out. The largest holders were Raymond James Financial Inc. ($15.5M), Envestnet Asset Management Inc. ($13.9M) and Kestra Advisory Services, LLC ($10.6M).
- Company
- FT Vest US Equity Moderate B
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q4 2025)
- CUSIP
- 33740F458
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $2.1M |
| Exits | 9 | $3.9M |
All 13F filers, Q3 2025 → Q4 2025: 112,958 shares bought and 353,722 shares sold, net −240,764 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 94 holders
| Raymond James Financial Inc. | 0.00% | Reduce -5.4% | 388,434 | $15.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -7.8% | 346,652 | $13.9M |
| Kestra Advisory Services, LLC | 0.04% | Add +1.8% | 265,517 | $10.6M |
| Cetera Investment Advisers | 0.01% | Reduce -9.3% | 255,293 | $10.2M |
| Concurrent Investment Advisors, LLC | 0.09% | Reduce -2.8% | 187,607 | $7.5M |
| Truist Financial Corp. | 0.01% | Add +2.2% | 163,404 | $6.5M |
| Americana Partners, LLC | 0.14% | Reduce -1.1% | 125,665 | $5.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -5.6% | 125,249 | $5.0M |
| Schulz Wealth, LTD. | 2.83% | Reduce -1.1% | 110,319 | $4.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -22.0% | 108,824 | $4.4M |
| LPL Financial LLC | 0.00% | Add +5.5% | 97,866 | $3.9M |
| City Holding Co. | 0.37% | No change | 74,425 | $3.0M |
| Midwest Financial Network, LLC | 1.99% | Reduce -21.9% | 64,526 | $2.6M |
| CreativeOne Wealth, LLC | 0.04% | Reduce -3.1% | 41,175 | $1.6M |
| Per Stirling Capital Management, LLC. | 0.17% | No change | 36,748 | $1.5M |
| Captrust Financial Advisors | 0.00% | No change | 35,083 | $1.4M |
| Founders Financial Securities LLC | 0.08% | Add +12.3% | 32,765 | $1.3M |
| ARS Wealth Advisors Group, LLC | 0.10% | Reduce -7.5% | 28,847 | $1.2M |
| Tanglewood Legacy Advisors, LLC | 0.38% | No change | 25,198 | $1.0M |
| Lido Advisors, LLC | 0.00% | Add +49.9% | 25,223 | $996K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +131.7% | 22,402 | $896K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -8.4% | 21,704 | $868K |
| REAP Financial Group, LLC | 0.17% | Reduce -29.7% | 20,540 | $821K |
| Visionary Wealth Advisors | 0.04% | No change | 20,386 | $815K |
| Old Mission Capital LLC | 0.03% | Add +61.5% | 20,005 | $800K |
| Catalina Capital Group, LLC | 0.44% | No change | 18,088 | $723K |
| Waverly Advisors, LLC | 0.01% | New | 17,806 | $712K |
| Susquehanna International Group, LLP | 0.00% | Reduce -56.9% | 17,429 | $697K |
| Signal Advisors Wealth, LLC | 0.05% | Add +220.6% | 17,269 | $691K |
| Archer Investment Corp | 0.14% | Reduce -1.7% | 15,843 | $634K |
| Keating Financial Advisory Services, Inc. | 0.09% | — | 15,810 | $632K |
| FSB Premier Wealth Management, Inc. | 0.19% | Reduce -7.6% | 15,348 | $614K |
| Kovack Advisors, Inc. | 0.03% | New | 15,267 | $611K |
| Madrona Financial Services, LLC | 0.13% | No change | 15,173 | $607K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Add +3.4% | 15,165 | $606K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.7% | 15,089 | $603K |
| MAI Capital Management | 0.00% | Reduce -9.4% | 14,097 | $564K |
| OneDigital Investment Advisors LLC | 0.01% | No change | 13,723 | $549K |
| NewEdge Advisors, LLC | 0.00% | Reduce -15.9% | 13,614 | $544K |
| MML Investors Services, LLC | 0.00% | Reduce -49.7% | 13,552 | $542K |
| Retirement Guys Formula LLC | 0.24% | Reduce -77.2% | 13,120 | $525K |
| VestGen Investment Management | 0.28% | Add +19.1% | 12,644 | $506K |
| Anfield Capital Management, LLC | 0.15% | Reduce -12.8% | 12,077 | $483K |
| Koshinski Asset Management, Inc. | 0.03% | No change | 11,980 | $479K |
| Avidian Wealth Enterprises, LLC | 0.02% | No change | 11,853 | $474K |
| Fortress Private Ledger, LLC | 0.16% | No change | 11,803 | $472K |
| Sequent Planning LLC | 0.12% | Reduce -0.8% | 11,782 | $471K |
| Range Financial Group LLC | 0.16% | No change | 11,252 | $450K |
| Wood Tarver Financial Group, LLC | 0.13% | No change | 11,143 | $445K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 11,104 | $445K |
| Main Street Financial Solutions, LLC | 0.03% | Reduce -7.1% | 11,066 | $443K |
| Mutual Advisors, LLC | 0.01% | No change | 10,242 | $410K |
| CoreCap Advisors, LLC | 0.01% | Add +7.9% | 9,138 | $365K |
| Harbour Investments, Inc. | 0.01% | Reduce -7.1% | 8,784 | $351K |
| Macroview Investment Management LLC | 0.24% | No change | 8,668 | $347K |
| Wedbush Securities Inc. | 0.01% | No change | 8,510 | $340K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +0.3% | 8,240 | $330K |
| Triad Wealth Partners, LLC | 0.03% | Reduce -0.1% | 7,193 | $288K |
| Prosperity Consulting Group, LLC | 0.01% | Reduce -3.1% | 7,173 | $287K |
| Kestra Investment Management, LLC | 0.01% | Add +1.2% | 7,148 | $286K |
| Centaurus Financial, Inc. | 0.01% | No change | 7,134 | $285K |
| BIP Wealth, LLC | 0.01% | New | 5,850 | $234K |
| Mgo One Seven LLC | 0.00% | Reduce -27.6% | 5,505 | $220K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 5,400 | $216K |
| Atria Investments, Inc | 0.00% | New | 5,399 | $216K |
| Uptick Partners, LLC | 0.05% | No change | 5,382 | $215K |
| Diligent Investors, LLC | 0.05% | No change | 5,375 | $215K |
| Sunbelt Securities, Inc. | 0.01% | No change | 5,056 | $202K |
| Geneos Wealth Management Inc. | 0.00% | No change | 4,172 | $167K |
| Global Retirement Partners, LLC | 0.00% | No change | 4,035 | $161K |
| IFP Advisors, Inc | 0.00% | Reduce -6.9% | 3,927 | $157K |
| Spire Wealth Management | 0.01% | No change | 3,882 | $155K |
| Integrity Financial Corp | 0.07% | Reduce -7.3% | 3,702 | $148K |
| DHJJ Financial Advisors, Ltd. | 0.04% | Reduce -4.8% | 2,751 | $110K |
| Blue Bell Private Wealth Management, LLC | 0.02% | Reduce -3.7% | 2,617 | $105K |
| Ritter Daniher Financial Advisory LLC / DE | 0.02% | New | 2,515 | $101K |
| Camelot Portfolios, LLC | 0.04% | New | 1,716 | $69K |
| Evolution Wealth Management Inc. | 0.05% | Reduce -29.2% | 1,384 | $55K |
| Bullseye Investment Management, LLC | 0.03% | New | 1,380 | $55K |
| Smartleaf Asset Management LLC | 0.00% | New | 1,070 | $43K |
| Lanark Financial, Inc. | 0.00% | No change | 1,000 | $40K |
| Cwm, LLC | 0.00% | Reduce -54.4% | 977 | $39K |
| Financial Network Wealth Advisors LLC | 0.04% | No change | 962 | $38K |
| Capital Analysts, LLC | 0.00% | No change | 905 | $36K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 850 | $34K |
| IMG Wealth Management, Inc. | 0.02% | No change | 672 | $27K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -51.8% | 337 | $13K |
| Allworth Financial LP | 0.00% | No change | 336 | $13K |
| Signature Equity Partners, LLC | 0.01% | — | 286 | $11K |
| Wells Fargo & Company | 0.00% | New | 139 | $6K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 117 | $5K |
| Noble Wealth Management PBC | 0.00% | Reduce -87.7% | 35 | $1K |
| Barclays PLC | 0.00% | Reduce -99.5% | 10 | $400 |
| Royal Bank of Canada | 0.00% | Reduce -86.2% | 9 | $0 |
"% 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.