FT Vest US Equity Moderate BGDECETF
13F holders, Q3 2025 (September 30)81holders −21
4new positions
26sold out
2famous investors
$36.54avg. 13F price*
At the end of Q3 2025, 81 institutions reported holding FT Vest US Equity Moderate B (GDEC) in their 13F filings, down 21 from Q2 2025. 4 opened new positions and 26 sold out. The largest holders were Hollencrest Capital Management ($40.3M), Osaic Holdings, Inc. ($15.8M) and Envestnet Asset Management Inc. ($8.6M). 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 (Q3 2025)
- CUSIP
- 33740U679
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.8M |
| Exits | 26 | $50.3M |
All 13F filers, Q2 2025 → Q3 2025: 170,739 shares bought and 4,069,859 shares sold, net −3,899,120 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 81 holders
| Hollencrest Capital Management | 1.46% | Reduce -0.4% | 1,097,815 | $40.3M |
| Osaic Holdings, Inc. | 0.02% | Reduce -5.0% | 437,384 | $15.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.3% | 234,142 | $8.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -51.7% | 222,633 | $8.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -5.0% | 206,898 | $7.6M |
| Cetera Investment Advisers | 0.01% | Add +4.0% | 169,719 | $6.2M |
| MML Investors Services, LLC | 0.02% | Reduce -11.2% | 168,472 | $6.2M |
| Harbour Investments, Inc. | 0.12% | Reduce -2.4% | 144,963 | $5.3M |
| LPL Financial LLC | 0.00% | Reduce -0.5% | 89,277 | $3.3M |
| Bullseye Investment Management, LLC | 2.00% | No change | 94,353 | $3.1M |
| Beck Capital Management, LLC | 0.65% | Add +267.7% | 76,524 | $2.8M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -20.6% | 70,327 | $2.6M |
| Clearstead Advisors, LLC | 0.02% | New | 39,283 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.9% | 38,883 | $1.4M |
| Old Mission Capital LLC | 0.05% | Add +113.5% | 38,787 | $1.4M |
| Founders Financial Securities LLC | 0.09% | Add +11.7% | 36,964 | $1.4M |
| Tanglewood Legacy Advisors, LLC | 0.41% | No change | 29,062 | $1.1M |
| NewEdge Advisors, LLC | 0.00% | Reduce -1.5% | 27,975 | $1.0M |
| Avidian Wealth Enterprises, LLC | 0.04% | No change | 26,051 | $956K |
| MAI Capital Management | 0.01% | Reduce -90.5% | 25,589 | $939K |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -2.2% | 25,052 | $919K |
| Sunbelt Securities, Inc. | 0.06% | Add +51.2% | 23,378 | $858K |
| Signal Advisors Wealth, LLC | 0.08% | Reduce -37.0% | 22,730 | $834K |
| Arkadios Wealth Advisors | 0.02% | Reduce -12.5% | 22,312 | $818K |
| Uptick Partners, LLC | 0.18% | No change | 18,665 | $685K |
| Wood Tarver Financial Group, LLC | 0.20% | Reduce -1.1% | 18,666 | $684K |
| REAP Financial Group, LLC | 0.14% | Reduce -1.1% | 18,163 | $666K |
| AQR Capital Management | 0.00% | No change | 17,600 | $646K |
| Sequent Planning LLC | 0.17% | Reduce -0.8% | 16,553 | $607K |
| Catalina Capital Group, LLC | 0.36% | Reduce -0.9% | 16,051 | $589K |
| HBW Advisory Services LLC | 0.07% | Reduce -7.0% | 15,981 | $586K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -3.5% | 15,610 | $573K |
| Madrona Financial Services, LLC | 0.12% | No change | 14,515 | $532K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -7.1% | 13,009 | $477K |
| AE Wealth Management LLC | 0.00% | Reduce -99.4% | 12,252 | $449K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -9.5% | 11,331 | $416K |
| Citadel Advisors | 0.00% | Reduce -44.2% | 10,968 | $402K |
| Grantvest Financial Group LLC | 0.27% | Reduce -16.4% | 10,631 | $390K |
| Mariner, LLC | 0.00% | Add +0.4% | 9,790 | $359K |
| Ameritas Advisory Services, LLC | 0.02% | Add +863.5% | 9,490 | $348K |
| CoreCap Advisors, LLC | 0.01% | Add +0.4% | 9,325 | $342K |
| DHJJ Financial Advisors, Ltd. | 0.11% | No change | 9,191 | $337K |
| Brookstone Capital Management | 0.00% | Reduce -3.6% | 8,775 | $322K |
| FSB Premier Wealth Management, Inc. | 0.10% | Reduce -0.3% | 8,464 | $310K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | No change | 7,932 | $291K |
| Lifeworks Advisors, LLC | 0.04% | Reduce -0.8% | 7,834 | $287K |
| PKS Advisory Services, LLC | 0.06% | No change | 7,601 | $279K |
| Columbia Advisory Partners LLC | 0.19% | Reduce -0.1% | 7,600 | $279K |
| Diligent Investors, LLC | 0.07% | No change | 7,500 | $275K |
| AssuredPartners Investment Advisors, LLC | 0.06% | No change | 7,400 | $271K |
| Money Concepts Capital Corp. | 0.02% | No change | 7,192 | $264K |
| Gries Financial LLC | 0.04% | No change | 6,930 | $254K |
| LifeWealth Investments, LLC | 0.07% | Reduce -78.9% | 6,129 | $225K |
| CWC Advisors, LLC. | 0.11% | New | 6,031 | $221K |
| Adapt Wealth Advisors, LLC | 0.08% | No change | 6,000 | $220K |
| Rehmann Capital Advisory Group | 0.01% | No change | 5,995 | $220K |
| HRT Financial LP | 0.00% | Reduce -23.2% | 5,964 | $218K |
| Robertson Stephens Wealth Management, LLC | 0.01% | No change | 5,781 | $212K |
| Susquehanna International Group, LLP | 0.00% | Reduce -76.7% | 5,624 | $206K |
| Barclays PLC | 0.00% | Reduce -4.9% | 5,473 | $201K |
| GPS Wealth Strategies Group, LLC | 0.02% | No change | 4,721 | $173K |
| Anfield Capital Management, LLC | 0.05% | No change | 4,539 | $166K |
| Integrity Financial Corp | 0.08% | Reduce -1.2% | 4,390 | $161K |
| Archer Investment Corp | 0.04% | Reduce -30.3% | 4,328 | $159K |
| Evolution Wealth Management Inc. | 0.14% | Reduce -47.5% | 3,790 | $139K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 3,500 | $128K |
| JPMorgan Chase & Co. | 0.00% | New | 3,266 | $120K |
| Spire Wealth Management | 0.00% | No change | 2,500 | $92K |
| Topsail Wealth Management, LLC | 0.01% | No change | 2,000 | $73K |
| Noble Wealth Management PBC | 0.04% | — | 1,900 | $70K |
| IFP Advisors, Inc | 0.00% | No change | 1,511 | $55K |
| Lanark Financial, Inc. | 0.00% | No change | 1,494 | $55K |
| Creative Financial Designs Inc. | 0.00% | Reduce -13.8% | 1,457 | $53K |
| Cwm, LLC | 0.00% | Reduce -0.5% | 1,125 | $41K |
| Royal Bank of Canada | 0.00% | New | 753 | $28K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -0.7% | 730 | $27K |
| Morgan Stanley | 0.00% | Add +56.0% | 671 | $25K |
| Financial Network Wealth Advisors LLC | 0.02% | No change | 531 | $19K |
| Principal Securities, Inc. | 0.00% | Reduce -31.6% | 456 | $17K |
| UBS Group AG | 0.00% | Reduce -97.7% | 415 | $15K |
| Geneos Wealth Management Inc. | 0.00% | No change | 400 | $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.