FT Vest US Equity Moderate BGDECETF

13F holders, Q4 2025 (December 31)
107holders +26
32new positions
9sold out
1famous investor
$37.82avg. 13F price*

At the end of Q4 2025, 107 institutions reported holding FT Vest US Equity Moderate B (GDEC) in their 13F filings, up 26 from Q3 2025. 32 opened new positions and 9 sold out. The largest holders were Hollencrest Capital Management ($42.1M), Envestnet Asset Management Inc. ($19.8M) and Raymond James Financial Inc. ($18.0M). One famous investor held it 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 (Q4 2025)
CUSIP
33740U679
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 48Q1 2024Q2 2024: 52Q2 2024Q3 2024: 53Q3 2024Q4 2024: 96Q4 2024Q1 2025: 101Q1 2025Q2 2025: 102Q2 2025Q3 2025: 81Q3 2025Q4 2025: 107Q4 2025Q1 2026: 108Q1 2026Q2 2026: 110Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions32$55.6M
Exits9$2.1M

All 13F filers, Q3 2025 → Q4 2025: 2,813,111 shares bought and 580,424 shares sold, net +2,232,687 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 107 holders

Hollencrest Capital Management 1.46% Add +1.3% 1,112,215 $42.1M
Envestnet Asset Management Inc. 0.01% Add +123.1% 522,435 $19.8M
Raymond James Financial Inc. 0.01% Add +129.8% 475,406 $18.0M
Cetera Investment Advisers 0.02% Add +139.6% 406,591 $15.4M
Ausdal Financial Partners, Inc. 0.68% New 388,856 $14.7M
Archer Investment Corp 2.90% Add +7731.6% 338,951 $12.8M
First International Bank of Israel Ltd. 4.46% New 247,000 $9.3M
Osaic Holdings, Inc. 0.01% Reduce -60.8% 171,427 $6.5M
Commonwealth Equity Services, LLC 0.01% Reduce -24.0% 169,155 $6.4M
Atria Investments, Inc 0.07% New 164,866 $6.2M
Harbour Investments, Inc. 0.12% Add +7.3% 155,572 $5.9M
LPL Financial LLC 0.00% Add +50.0% 133,946 $5.1M
Americana Partners, LLC 0.13% New 126,519 $4.8M
BAM Wealth Management, LLC 3.07% New 112,195 $4.2M
Kestra Advisory Services, LLC 0.01% Add +34.1% 94,277 $3.6M
MML Investors Services, LLC 0.01% Reduce -56.6% 73,082 $2.8M
Beck Capital Management, LLC 0.65% Reduce -6.3% 71,711 $2.7M
Jane Street Group, LLC 0.00% New 70,047 $2.6M
CreativeOne Wealth, LLC 0.06% New 64,650 $2.4M
Susquehanna International Group, LLP 0.00% Add +729.0% 46,622 $1.8M
NorthCrest Asset Manangement, LLC 0.04% New 43,127 $1.6M
Founders Financial Securities LLC 0.09% Add +10.2% 40,714 $1.5M
US Bancorp \de 0.00% New 39,487 $1.5M
Clearstead Advisors, LLC 0.02% No change 39,283 $1.5M
Tanglewood Legacy Advisors, LLC 0.53% Add +29.4% 37,606 $1.4M
MAI Capital Management 0.01% Add +40.0% 35,822 $1.4M
Mgo One Seven LLC 0.03% New 35,224 $1.3M
NewEdge Advisors, LLC 0.00% Add +14.1% 31,917 $1.2M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -21.6% 30,501 $1.2M
Bullseye Investment Management, LLC 0.59% Reduce -68.1% 30,119 $1.1M
Old Mission Capital LLC 0.04% Reduce -24.6% 29,236 $1.1M
Avidian Wealth Enterprises, LLC 0.04% No change 26,051 $985K
Concurrent Investment Advisors, LLC 0.01% Add +1.8% 25,492 $964K
Triumph Capital Management 0.20% New 25,000 $946K
Gallagher Fiduciary Advisors, LLC 0.03% New 24,908 $942K
Signal Advisors Wealth, LLC 0.07% Add +6.7% 24,262 $918K
Sunbelt Securities, Inc. 0.06% Add +2.8% 24,038 $909K
Brookstone Capital Management 0.01% Add +160.3% 22,840 $864K
VestGen Investment Management 0.47% New 22,213 $840K
Arkadios Wealth Advisors 0.02% Reduce -2.2% 21,812 $825K
Wood Tarver Financial Group, LLC 0.22% Add +9.4% 20,426 $772K
Uptick Partners, LLC 0.16% Add +4.4% 19,486 $737K
REAP Financial Group, LLC 0.14% Add +1.4% 18,424 $697K
FSB Premier Wealth Management, Inc. 0.22% Add +116.3% 18,306 $692K
AQR Capital Management 0.00% No change 17,600 $666K
Kestra Private Wealth Services, LLC 0.01% Add +12.5% 17,555 $664K
BFI Wealth Solutions, LLC 0.62% — 17,094 $646K
Sequent Planning LLC 0.15% Reduce -4.5% 15,807 $598K
Catalina Capital Group, LLC 0.37% Reduce -1.9% 15,741 $595K
Madrona Financial Services, LLC 0.12% No change 14,515 $549K
JPMorgan Chase & Co. 0.00% Add +336.7% 14,264 $539K
World Equity Group, Inc. 0.14% New 13,585 $514K
HBW Advisory Services LLC 0.05% Reduce -20.1% 12,771 $483K
Truist Financial Corp. 0.00% New 12,615 $477K
Royal Bank of Canada 0.00% Add +1517.5% 12,180 $461K
Bouchey Financial Group, Ltd. 0.03% New 11,558 $437K
LVZ, Inc. 0.04% New 10,285 $389K
Mariner, LLC 0.00% Reduce -0.0% 9,786 $370K
CoreCap Advisors, LLC 0.01% Add +4.7% 9,760 $369K
AE Wealth Management LLC 0.00% Reduce -22.6% 9,485 $359K
DHJJ Financial Advisors, Ltd. 0.12% Add +1.0% 9,281 $351K
Mutual Advisors, LLC 0.01% New 8,546 $323K
Grantvest Financial Group LLC 0.20% Reduce -21.2% 8,377 $317K
IFG Advisory, LLC 0.01% New 8,357 $316K
Pinnacle Wealth Planning Services, Inc. 0.03% No change 7,932 $300K
Lifeworks Advisors, LLC 0.04% No change 7,834 $296K
Reicon Wealth Advisors, LLC 0.21% — 7,607 $288K
Diligent Investors, LLC 0.07% No change 7,500 $284K
Chris Bulman Inc 0.12% New 7,432 $281K
Kingsview Wealth Management, LLC 0.00% Reduce -34.5% 7,426 $281K
AssuredPartners Investment Advisors, LLC 0.04% No change 7,400 $280K
Money Concepts Capital Corp. 0.02% No change 7,192 $272K
Columbia Advisory Partners LLC 0.17% Reduce -12.2% 6,675 $252K
Alpha Financial Partners LLC 0.15% New 6,645 $251K
Keating Financial Advisory Services, Inc. 0.03% — 6,473 $245K
Steward Partners Investment Advisory, LLC 0.00% New 6,351 $240K
Envestnet Portfolio Solutions, Inc. 0.00% New 6,145 $232K
Adapt Wealth Advisors, LLC 0.08% No change 6,000 $227K
Rehmann Capital Advisory Group 0.01% No change 5,995 $227K
Robertson Stephens Wealth Management, LLC 0.01% No change 5,781 $219K
PKS Advisory Services, LLC 0.05% Reduce -24.4% 5,750 $217K
Foundations Investment Advisors, LLC 0.00% New 5,471 $207K
Anfield Capital Management, LLC 0.05% No change 4,539 $172K
Integrity Financial Corp 0.08% Reduce -1.4% 4,328 $164K
Evolution Wealth Management Inc. 0.12% No change 3,790 $143K
Wealth Enhancement Advisory Services, LLC 0.00% New 3,460 $137K
Aptus Capital Advisors, LLC 0.00% No change 3,500 $132K
Topsail Wealth Management, LLC 0.02% Add +40.0% 2,800 $106K
Spire Wealth Management 0.00% No change 2,500 $95K
Capital Analysts, LLC 0.00% New 1,914 $72K
Noble Wealth Management PBC 0.04% No change 1,900 $72K
IFP Advisors, Inc 0.00% No change 1,511 $57K
Lanark Financial, Inc. 0.00% No change 1,494 $57K
Fifth Third Bancorp 0.00% New 1,478 $56K
Creative Financial Designs Inc. 0.00% No change 1,457 $55K
Cwm, LLC 0.00% Reduce -1.2% 1,111 $42K
GPS Wealth Strategies Group, LLC 0.03% Reduce -79.4% 973 $37K
Morgan Stanley 0.00% No change 671 $25K
Signature Equity Partners, LLC 0.01% — 600 $23K
Financial Network Wealth Advisors LLC 0.02% No change 531 $20K
Geneos Wealth Management Inc. 0.00% No change 400 $15K
Farther Finance Advisors, LLC 0.00% Reduce -53.1% 342 $13K
Lloyd Advisory Services, LLC. 0.00% New 312 $12K
Ritter Daniher Financial Advisory LLC / DE 0.00% New 250 $9K
Capital Investment Advisory Services, LLC 0.00% New 72 $3K
Assetmark, Inc. 0.00% New 40 $2K
Smartleaf Asset Management LLC 0.00% New 36 $1K

"% 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.