FT Vest US Equity Moderate BGDECETF
13F holders, Q2 2025 (June 30)102holders +1
13new positions
12sold out
2famous investors
$35.09avg. 13F price*
At the end of Q2 2025, 102 institutions reported holding FT Vest US Equity Moderate B (GDEC) in their 13F filings, up 1 from Q1 2025. 13 opened new positions and 12 sold out. The largest holders were AE Wealth Management LLC ($69.6M), Hollencrest Capital Management ($38.7M) and Commonwealth Equity Services, LLC ($16.2M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- FT Vest US Equity Moderate B
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q2 2025)
- CUSIP
- 33740U679
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $52.0M |
| Exits | 12 | $8.9M |
All 13F filers, Q1 2025 → Q2 2025: 1,709,587 shares bought and 2,441,782 shares sold, net −732,195 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 102 holders
| AE Wealth Management LLC | 0.51% | Reduce -34.4% | 1,978,741 | $69.6M |
| Hollencrest Capital Management | 1.66% | New | 1,102,017 | $38.7M |
| Commonwealth Equity Services, LLC | 0.02% | Add +12.8% | 460,926 | $16.2M |
| Osaic Holdings, Inc. | 0.03% | Reduce -16.5% | 460,181 | $16.2M |
| Uniting Wealth Partners, LLC | 3.85% | New | 282,697 | $9.9M |
| MAI Capital Management | 0.07% | Reduce -12.9% | 269,952 | $9.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -72.1% | 217,672 | $7.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -7.9% | 216,185 | $7.6M |
| Wellment Financial | 9.65% | Reduce -21.2% | 213,794 | $7.5M |
| MML Investors Services, LLC | 0.02% | Reduce -6.7% | 189,647 | $6.7M |
| Lloyd Advisory Services, LLC. | 2.79% | Reduce -14.1% | 164,519 | $5.8M |
| Cetera Investment Advisers | 0.01% | Reduce -0.0% | 163,201 | $5.7M |
| Outlook Wealth Advisors, LLC | 1.42% | Reduce -0.4% | 157,342 | $5.5M |
| First International Bank of Israel Ltd. | 3.11% | — | 150,000 | $5.3M |
| Harbour Investments, Inc. | 0.13% | Reduce -2.0% | 148,566 | $5.2M |
| Tounjian Advisory Partners, LLC | 0.80% | Reduce -3.9% | 124,894 | $4.1M |
| LPL Financial LLC | 0.00% | Add +82.6% | 89,743 | $3.2M |
| Bullseye Investment Management, LLC | 2.00% | No change | 94,353 | $3.1M |
| Kestra Advisory Services, LLC | 0.02% | Add +10.2% | 88,568 | $3.1M |
| SMART Wealth LLC | 0.58% | Reduce -53.1% | 52,930 | $1.9M |
| FSA Advisors, Inc. | 1.17% | Reduce -8.1% | 40,828 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +9.8% | 39,230 | $1.4M |
| Signal Advisors Wealth, LLC | 0.10% | Add +444.4% | 36,087 | $1.3M |
| Founders Financial Securities LLC | 0.09% | Reduce -2.2% | 33,104 | $1.2M |
| FWG Investments, LLC. | 0.81% | Reduce -54.6% | 30,309 | $1.1M |
| LifeWealth Investments, LLC | 0.37% | Reduce -44.7% | 29,067 | $1.0M |
| Tanglewood Legacy Advisors, LLC | 0.42% | Add +96.3% | 29,062 | $1.0M |
| NewEdge Advisors, LLC | 0.01% | Add +0.6% | 28,400 | $998K |
| Howard Bailey Securities, LLC | 0.29% | Reduce -53.3% | 27,135 | $954K |
| Avidian Wealth Enterprises, LLC | 0.04% | No change | 26,051 | $916K |
| Concurrent Investment Advisors, LLC | 0.02% | No change | 25,625 | $901K |
| Arkadios Wealth Advisors | 0.03% | Add +103.3% | 25,506 | $897K |
| Blackston Financial Advisory Group, LLC | 0.56% | Add +34.1% | 25,416 | $894K |
| Csenge Advisory Group | 0.04% | Reduce -1.7% | 24,913 | $851K |
| Susquehanna International Group, LLP | 0.00% | New | 24,120 | $848K |
| Great Lakes Retirement, Inc. | 0.10% | Reduce -35.2% | 23,578 | $829K |
| B.O.S.S. Retirement Advisors, LLC | 0.21% | Reduce -78.5% | 23,489 | $826K |
| Beck Capital Management, LLC | 0.18% | Add +3.6% | 20,814 | $732K |
| Citadel Advisors | 0.00% | Add +217.2% | 19,670 | $692K |
| Wood Tarver Financial Group, LLC | 0.20% | Reduce -3.8% | 18,884 | $663K |
| Uptick Partners, LLC | 0.19% | Add +12.0% | 18,665 | $656K |
| REAP Financial Group, LLC | 0.15% | Reduce -1.4% | 18,362 | $646K |
| Bison Wealth, LLC | 0.05% | Reduce -1.4% | 18,362 | $646K |
| Old Mission Capital LLC | 0.02% | New | 18,165 | $639K |
| UBS Group AG | 0.00% | Add +1226.6% | 18,135 | $638K |
| AQR Capital Management | 0.00% | No change | 17,600 | $619K |
| HBW Advisory Services LLC | 0.07% | Reduce -0.8% | 17,178 | $604K |
| Quest 10 Wealth Builders, Inc. | 0.57% | Reduce -35.8% | 16,690 | $587K |
| Sequent Planning LLC | 0.19% | Add +92.5% | 16,684 | $587K |
| Catalina Capital Group, LLC | 0.38% | No change | 16,192 | $569K |
| Kestra Private Wealth Services, LLC | 0.01% | No change | 16,170 | $568K |
| Sunbelt Securities, Inc. | 0.05% | Reduce -40.0% | 15,462 | $521K |
| Madrona Financial Services, LLC | 0.12% | No change | 14,515 | $510K |
| Flagstar Securities, Inc. | 0.14% | Reduce -61.1% | 14,453 | $508K |
| Ashton Thomas Private Wealth, LLC | 0.02% | No change | 14,003 | $492K |
| Grantvest Financial Group LLC | 0.33% | Reduce -5.6% | 12,714 | $447K |
| Kingdom Financial Group LLC. | 0.39% | Add +78.5% | 12,623 | $444K |
| Schulz Wealth, LTD. | 0.33% | New | 12,544 | $441K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -5.3% | 12,520 | $440K |
| Park Square Financial Group, LLC | 0.26% | Add +270.6% | 10,221 | $359K |
| Mariner, LLC | 0.00% | Add +2.8% | 9,748 | $343K |
| CoreCap Advisors, LLC | 0.01% | Add +1.5% | 9,290 | $327K |
| DHJJ Financial Advisors, Ltd. | 0.12% | Reduce -2.2% | 9,191 | $323K |
| Brookstone Capital Management | 0.00% | New | 9,101 | $320K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -9.9% | 9,090 | $320K |
| FSB Premier Wealth Management, Inc. | 0.11% | Reduce -0.0% | 8,490 | $298K |
| Authentikos Wealth Advisory, LLC | 0.21% | Reduce -0.1% | 8,440 | $297K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | No change | 7,932 | $279K |
| Lifeworks Advisors, LLC | 0.04% | Reduce -9.5% | 7,900 | $278K |
| HRT Financial LP | 0.00% | New | 7,770 | $273K |
| Columbia Advisory Partners LLC | 0.20% | No change | 7,604 | $267K |
| PKS Advisory Services, LLC | 0.07% | Reduce -7.5% | 7,601 | $267K |
| Diligent Investors, LLC | 0.06% | No change | 7,500 | $264K |
| AssuredPartners Investment Advisors, LLC | 0.06% | No change | 7,400 | $260K |
| Evolution Wealth Management Inc. | 0.31% | — | 7,213 | $254K |
| Money Concepts Capital Corp. | 0.02% | No change | 7,192 | $253K |
| Gries Financial LLC | 0.04% | No change | 6,930 | $244K |
| Archer Investment Corp | 0.05% | No change | 6,208 | $218K |
| Adapt Wealth Advisors, LLC | 0.09% | New | 6,000 | $211K |
| Rehmann Capital Advisory Group | 0.01% | New | 5,995 | $211K |
| Robertson Stephens Wealth Management, LLC | 0.01% | New | 5,781 | $203K |
| Barclays PLC | 0.00% | Add +438.4% | 5,755 | $202K |
| GPS Wealth Strategies Group, LLC | 0.02% | No change | 4,721 | $166K |
| Anfield Capital Management, LLC | 0.05% | New | 4,539 | $160K |
| Integrity Financial Corp | 0.08% | Add +46.3% | 4,445 | $156K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 3,500 | $123K |
| Spire Wealth Management | 0.00% | No change | 2,500 | $88K |
| Topsail Wealth Management, LLC | 0.01% | No change | 2,000 | $70K |
| ORG Partners LLC | 0.02% | Reduce -42.9% | 2,000 | $70K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,690 | $59K |
| IFP Advisors, Inc | 0.00% | New | 1,511 | $53K |
| Lanark Financial, Inc. | 0.00% | No change | 1,494 | $52K |
| Cwm, LLC | 0.00% | Reduce -85.1% | 1,131 | $40K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -84.4% | 985 | $35K |
| Decker Retirement Planning Inc. | 0.02% | Add +196.7% | 819 | $29K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -7.7% | 735 | $26K |
| Principal Securities, Inc. | 0.00% | Reduce -19.1% | 667 | $23K |
| Transce3nd, LLC | 0.01% | Reduce -68.5% | 634 | $22K |
| Financial Network Wealth Advisors LLC | 0.02% | No change | 531 | $19K |
| Morgan Stanley | 0.00% | Add +115.0% | 430 | $15K |
"% 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.