FT Vest US Equity Moderate BGAUGETF
13F holders, Q1 2025 (March 31)78holders −2
6new positions
9sold out
$34.74avg. 13F price*
At the end of Q1 2025, 78 institutions reported holding FT Vest US Equity Moderate B (GAUG) in their 13F filings, down 2 from Q4 2024. 6 opened new positions and 9 sold out. The largest holders were Commonwealth Equity Services, LLC ($17.7M), Raymond James Financial Inc. ($11.7M) and Kestra Advisory Services, LLC ($7.0M).
- Company
- FT Vest US Equity Moderate B
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q1 2025)
- CUSIP
- 33740U653
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $952K |
| Exits | 9 | $2.1M |
All 13F filers, Q4 2024 → Q1 2025: 134,418 shares bought and 775,944 shares sold, net −641,526 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 78 holders
| Commonwealth Equity Services, LLC | 0.03% | Reduce -1.8% | 508,599 | $17.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -52.3% | 336,018 | $11.7M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -10.1% | 202,667 | $7.0M |
| Wood Tarver Financial Group, LLC | 2.21% | Reduce -19.6% | 195,331 | $6.8M |
| Royal Bank of Canada | 0.00% | Add +27.5% | 191,294 | $6.6M |
| Independent Financial Group, LLC | 0.21% | Reduce -2.4% | 174,323 | $6.1M |
| Americana Partners, LLC | 0.20% | Reduce -42.2% | 145,730 | $5.1M |
| Milestone Asset Management, LLC | 1.03% | Reduce -1.0% | 138,859 | $4.8M |
| Stephens Inc. | 0.05% | Reduce -9.4% | 107,536 | $3.7M |
| City Holding Co. | 0.33% | No change | 67,100 | $2.3M |
| Synergy Asset Management, LLC | 0.29% | Reduce -55.8% | 65,225 | $2.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -31.7% | 58,323 | $2.0M |
| Tanglewood Legacy Advisors, LLC | 0.87% | Reduce -4.7% | 57,189 | $2.0M |
| Cetera Investment Advisers | 0.00% | Reduce -2.5% | 56,244 | $2.0M |
| Old Mission Capital LLC | 0.03% | Add +61.1% | 47,506 | $1.7M |
| Schulz Wealth, LTD. | 1.25% | No change | 47,157 | $1.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.0% | 44,603 | $1.5M |
| MAI Capital Management | 0.01% | Reduce -25.9% | 44,265 | $1.5M |
| Silver Oak Securities, Incorporated | 0.11% | No change | 35,170 | $1.2M |
| Brookstone Capital Management | 0.02% | Reduce -1.3% | 33,702 | $1.2M |
| LPL Financial LLC | 0.00% | Add +60.4% | 32,126 | $1.1M |
| Chris Bulman Inc | 0.70% | Reduce -3.3% | 31,814 | $1.1M |
| Founders Financial Securities LLC | 0.09% | Add +87.2% | 30,556 | $1.1M |
| Horizon Investments, LLC | 0.02% | Add +74.9% | 23,907 | $831K |
| Centaurus Financial, Inc. | 0.05% | No change | 22,648 | $787K |
| Sanctuary Advisors, LLC | 0.01% | No change | 22,166 | $770K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -7.7% | 21,609 | $751K |
| United Capital Financial Advisors, LLC | 0.01% | No change | 18,285 | $635K |
| Uptick Partners, LLC | 0.17% | Reduce -9.1% | 14,301 | $497K |
| Townsquare Capital LLC | 0.01% | Reduce -0.7% | 13,449 | $467K |
| Darwin Wealth Management, LLC | 0.16% | No change | 13,135 | $463K |
| Truist Financial Corp. | 0.00% | Reduce -0.8% | 12,963 | $450K |
| Mutual Advisors, LLC | 0.01% | No change | 12,249 | $422K |
| Grantvest Financial Group LLC | 0.32% | No change | 11,247 | $391K |
| Keystone Wealth Services, LLC | 0.10% | Reduce -27.4% | 10,679 | $371K |
| CreativeOne Wealth, LLC | 0.01% | Add +20.8% | 10,205 | $355K |
| IMG Wealth Management, Inc. | 0.31% | No change | 9,968 | $346K |
| Brookwood Investment Group LLC | 0.06% | — | 9,959 | $346K |
| FSB Premier Wealth Management, Inc. | 0.13% | No change | 9,319 | $324K |
| Mayfair Advisory Group, LLC | 0.18% | No change | 9,123 | $317K |
| CoreCap Advisors, LLC | 0.01% | Add +20.2% | 8,893 | $309K |
| NewEdge Advisors, LLC | 0.00% | No change | 8,883 | $309K |
| Susquehanna International Group, LLP | 0.00% | New | 8,595 | $299K |
| LVZ, Inc. | 0.04% | New | 8,471 | $294K |
| Concurrent Investment Advisors, LLC | 0.01% | No change | 8,175 | $284K |
| Harbour Investments, Inc. | 0.01% | Reduce -0.2% | 8,171 | $284K |
| Crosspoint Financial, LLC | 0.80% | — | 8,000 | $278K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -11.4% | 7,950 | $276K |
| Blue Bell Private Wealth Management, LLC | 0.05% | No change | 7,378 | $256K |
| Madrona Financial Services, LLC | 0.07% | No change | 7,308 | $254K |
| Integrity Financial Corp | 0.14% | New | 7,013 | $244K |
| Prosperity Consulting Group, LLC | 0.02% | Reduce -10.6% | 6,736 | $234K |
| Wealthgarden F.S. LLC | 0.22% | No change | 6,506 | $226K |
| Macroview Investment Management LLC | 0.21% | No change | 6,500 | $226K |
| Atria Wealth Solutions, Inc. | 0.00% | No change | 6,327 | $220K |
| Diligent Investors, LLC | 0.05% | No change | 6,180 | $215K |
| JPMorgan Chase & Co. | 0.00% | Add +4487.1% | 6,055 | $210K |
| Focus Partners Wealth | 0.00% | No change | 6,000 | $208K |
| Barclays PLC | 0.00% | Reduce -6.8% | 5,076 | $176K |
| REAP Financial Group, LLC | 0.04% | No change | 4,375 | $152K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 4,337 | $151K |
| Financial Network Wealth Advisors LLC | 0.19% | Add +30.6% | 4,173 | $145K |
| DHJJ Financial Advisors, Ltd. | 0.05% | No change | 3,368 | $117K |
| Spire Wealth Management | 0.00% | No change | 3,135 | $109K |
| Capital Analysts, LLC | 0.00% | Add +25.6% | 2,866 | $100K |
| Archer Investment Corp | 0.03% | Reduce -60.6% | 2,838 | $99K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 2,058 | $72K |
| Sunbelt Securities, Inc. | 0.01% | No change | 1,770 | $61K |
| UBS Group AG | 0.00% | New | 1,652 | $57K |
| IFP Advisors, Inc | 0.00% | No change | 1,649 | $57K |
| Hazlett, Burt & Watson, Inc. | 0.02% | No change | 1,375 | $48K |
| Principal Securities, Inc. | 0.00% | No change | 1,140 | $40K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,135 | $39K |
| Cwm, LLC | 0.00% | New | 869 | $30K |
| Farther Finance Advisors, LLC | 0.00% | New | 790 | $27K |
| Topsail Wealth Management, LLC | 0.00% | No change | 700 | $24K |
| AE Wealth Management LLC | 0.00% | No change | 685 | $24K |
| NFSG Corp | 0.00% | No change | 88 | $3K |
"% of holder's portfolio" is GAUG's weight in each manager's 13F, not the share of FT Vest US Equity Moderate B the manager owns.