FT Vest US Equity Moderate BGDECETF
13F holders, Q1 2025 (March 31)101holders +5
15new positions
10sold out
2famous investors
$33.11avg. 13F price*
At the end of Q1 2025, 101 institutions reported holding FT Vest US Equity Moderate B (GDEC) in their 13F filings, up 5 from Q4 2024. 15 opened new positions and 10 sold out. The largest holders were AE Wealth Management LLC ($99.8M), Raymond James Financial Inc. ($25.8M) and Osaic Holdings, Inc. ($18.3M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and 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
- 33740U679
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $4.7M |
| Exits | 10 | $11.8M |
All 13F filers, Q4 2024 → Q1 2025: 1,431,166 shares bought and 978,592 shares sold, net +452,574 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 101 holders
| AE Wealth Management LLC | 0.84% | Add +2.4% | 3,015,360 | $99.8M |
| Raymond James Financial Inc. | 0.01% | Add +270.9% | 780,113 | $25.8M |
| Osaic Holdings, Inc. | 0.04% | Add +21.0% | 551,246 | $18.3M |
| Commonwealth Equity Services, LLC | 0.02% | Add +119.8% | 408,449 | $13.5M |
| MAI Capital Management | 0.08% | Reduce -7.0% | 310,099 | $10.3M |
| Wellment Financial | 11.85% | Add +3.1% | 271,240 | $9.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -11.2% | 234,691 | $7.8M |
| MML Investors Services, LLC | 0.02% | Reduce -13.8% | 203,251 | $6.7M |
| Lloyd Advisory Services, LLC. | 3.18% | Reduce -2.9% | 191,450 | $6.3M |
| Cetera Investment Advisers | 0.01% | Add +15.0% | 163,266 | $5.4M |
| Outlook Wealth Advisors, LLC | 1.45% | Reduce -1.9% | 157,946 | $5.2M |
| Harbour Investments, Inc. | 0.14% | Add +1663.2% | 151,653 | $5.0M |
| Tounjian Advisory Partners, LLC | 0.81% | — | 129,986 | $4.3M |
| SMART Wealth LLC | 1.34% | Add +11.3% | 112,912 | $3.7M |
| B.O.S.S. Retirement Advisors, LLC | 1.05% | Add +1.3% | 109,207 | $3.6M |
| Bullseye Investment Management, LLC | 2.00% | Add +3.2% | 94,353 | $3.1M |
| Pallas Capital Advisors LLC | 0.12% | Reduce -57.1% | 83,673 | $2.8M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -4.0% | 80,352 | $2.7M |
| FWG Investments, LLC. | 2.59% | Add +28.3% | 66,699 | $2.2M |
| Howard Bailey Securities, LLC | 0.64% | Add +15.5% | 58,105 | $1.9M |
| LifeWealth Investments, LLC | 0.84% | Add +85.3% | 52,535 | $1.7M |
| LPL Financial LLC | 0.00% | Add +4.5% | 49,154 | $1.6M |
| Townsquare Capital LLC | 0.02% | New | 47,445 | $1.6M |
| FSA Advisors, Inc. | 1.17% | Add +32.1% | 44,412 | $1.5M |
| Clearstead Advisors, LLC | 0.02% | Reduce -30.9% | 39,283 | $1.3M |
| Flagstar Securities, Inc. | 0.31% | Add +0.3% | 37,163 | $1.2M |
| Great Lakes Retirement, Inc. | 0.16% | Reduce -4.7% | 36,407 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +42.2% | 35,724 | $1.2M |
| Founders Financial Securities LLC | 0.09% | Add +78.0% | 33,838 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Reduce -90.7% | 28,236 | $935K |
| Jane Street Group, LLC | 0.00% | Reduce -64.9% | 26,512 | $878K |
| Avidian Wealth Enterprises, LLC | 0.04% | No change | 26,051 | $863K |
| Quest 10 Wealth Builders, Inc. | 0.92% | Add +13.6% | 25,992 | $861K |
| Sunbelt Securities, Inc. | 0.08% | Add +66.7% | 25,773 | $853K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +3.7% | 25,625 | $848K |
| Csenge Advisory Group | 0.05% | Reduce -26.5% | 25,344 | $810K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -3.9% | 22,663 | $750K |
| Beck Capital Management, LLC | 0.20% | New | 20,092 | $665K |
| Wood Tarver Financial Group, LLC | 0.21% | Add +42.9% | 19,622 | $650K |
| Blackston Financial Advisory Group, LLC | 0.43% | Add +98.3% | 18,958 | $628K |
| REAP Financial Group, LLC | 0.15% | Reduce -0.8% | 18,620 | $617K |
| Bison Wealth, LLC | 0.06% | Reduce -28.4% | 18,620 | $617K |
| Lord & Richards Wealth Management, LLC | 0.66% | Reduce -45.8% | 17,671 | $585K |
| AQR Capital Management | 0.00% | New | 17,600 | $583K |
| HBW Advisory Services LLC | 0.08% | Add +9.6% | 17,324 | $574K |
| Uptick Partners, LLC | 0.19% | Add +6.3% | 16,665 | $552K |
| Catalina Capital Group, LLC | 0.36% | Reduce -2.7% | 16,192 | $536K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +22.2% | 16,170 | $535K |
| Tanglewood Legacy Advisors, LLC | 0.21% | Reduce -17.1% | 14,802 | $490K |
| Madrona Financial Services, LLC | 0.13% | No change | 14,515 | $481K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -5.3% | 14,003 | $464K |
| Grantvest Financial Group LLC | 0.36% | Add +57.1% | 13,471 | $446K |
| Kingsview Wealth Management, LLC | 0.01% | No change | 13,226 | $438K |
| Arkadios Wealth Advisors | 0.02% | Add +6.9% | 12,547 | $415K |
| EPG Wealth Management LLC | 0.10% | No change | 11,300 | $374K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -6.7% | 10,088 | $334K |
| New Wave Wealth Advisors LLC | 0.15% | New | 10,000 | $331K |
| Mariner, LLC | 0.00% | Add +25.8% | 9,483 | $314K |
| DHJJ Financial Advisors, Ltd. | 0.13% | Reduce -4.3% | 9,395 | $311K |
| CoreCap Advisors, LLC | 0.01% | Add +20.5% | 9,150 | $303K |
| Lifeworks Advisors, LLC | 0.05% | Reduce -3.1% | 8,729 | $289K |
| Sequent Planning LLC | 0.10% | Add +40.0% | 8,667 | $287K |
| FSB Premier Wealth Management, Inc. | 0.11% | Add +15.2% | 8,493 | $281K |
| Authentikos Wealth Advisory, LLC | 0.22% | Reduce -75.3% | 8,451 | $280K |
| PKS Advisory Services, LLC | 0.07% | Add +3.8% | 8,220 | $272K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | New | 7,932 | $263K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -10.4% | 7,897 | $261K |
| Columbia Advisory Partners LLC | 0.22% | New | 7,604 | $252K |
| Cwm, LLC | 0.00% | Reduce -3.2% | 7,581 | $251K |
| Diligent Investors, LLC | 0.06% | No change | 7,500 | $248K |
| AssuredPartners Investment Advisors, LLC | 0.05% | No change | 7,400 | $245K |
| Money Concepts Capital Corp. | 0.02% | Add +6.6% | 7,192 | $238K |
| Kingdom Financial Group LLC. | 0.17% | Reduce -3.3% | 7,072 | $234K |
| Gries Financial LLC | 0.04% | Add +8.7% | 6,930 | $229K |
| Signal Advisors Wealth, LLC | 0.02% | New | 6,629 | $219K |
| Ameritas Advisory Services, LLC | 0.01% | New | 6,310 | $212K |
| Archer Investment Corp | 0.05% | Add +52.8% | 6,208 | $206K |
| Citadel Advisors | 0.00% | New | 6,202 | $205K |
| GPS Wealth Strategies Group, LLC | 0.02% | New | 4,721 | $156K |
| ORG Partners LLC | 0.03% | Reduce -53.3% | 3,500 | $116K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 3,500 | $116K |
| Integrity Financial Corp | 0.06% | Reduce -44.6% | 3,038 | $101K |
| Park Square Financial Group, LLC | 0.07% | Add +359.7% | 2,758 | $91K |
| Spire Wealth Management | 0.00% | No change | 2,500 | $83K |
| Transce3nd, LLC | 0.03% | Reduce -0.1% | 2,013 | $67K |
| Topsail Wealth Management, LLC | 0.01% | New | 2,000 | $66K |
| Noble Wealth Management PBC | 0.04% | Add +280.0% | 1,900 | $63K |
| Creative Financial Designs Inc. | 0.00% | Add +625.3% | 1,690 | $56K |
| JPMorgan Chase & Co. | 0.00% | New | 1,655 | $55K |
| Lanark Financial, Inc. | 0.00% | — | 1,494 | $49K |
| UBS Group AG | 0.00% | Add +175.6% | 1,367 | $45K |
| Barclays PLC | 0.00% | New | 1,069 | $35K |
| Principal Securities, Inc. | 0.00% | No change | 825 | $28K |
| Farther Finance Advisors, LLC | 0.00% | New | 796 | $26K |
| Capital A Wealth Management, LLC | 0.02% | Reduce -66.9% | 683 | $23K |
| Financial Network Wealth Advisors LLC | 0.02% | New | 531 | $18K |
| Pineridge Advisors LLC | 0.01% | Add +1.4% | 504 | $17K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -42.7% | 400 | $13K |
| Decker Retirement Planning Inc. | 0.01% | No change | 276 | $9K |
| Morgan Stanley | 0.00% | No change | 200 | $7K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 99 | $3K |
"% of holder's portfolio" is GDEC's weight in each manager's 13F, not the share of FT Vest US Equity Moderate B the manager owns.