FT Vest US Equity Moderate BGFEBETF
13F holders, Q1 2025 (March 31)113holders +18
30new positions
10sold out
$36.77avg. 13F price*
At the end of Q1 2025, 113 institutions reported holding FT Vest US Equity Moderate B (GFEB) in their 13F filings, up 18 from Q4 2024. 30 opened new positions and 10 sold out. The largest holders were Raymond James Financial Inc. ($34.2M), Osaic Holdings, Inc. ($12.6M) and Cetera Investment Advisers ($11.6M).
- Company
- FT Vest US Equity Moderate B
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q1 2025)
- CUSIP
- 33740U737
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $23.7M |
| Exits | 10 | $6.2M |
All 13F filers, Q4 2024 → Q1 2025: 1,677,621 shares bought and 765,461 shares sold, net +912,160 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 113 holders
| Raymond James Financial Inc. | 0.01% | Add +104.1% | 929,189 | $34.2M |
| Osaic Holdings, Inc. | 0.03% | Reduce -6.5% | 342,558 | $12.6M |
| Cetera Investment Advisers | 0.02% | Add +0.2% | 316,280 | $11.6M |
| Steward Partners Investment Advisory, LLC | 0.09% | Add +1548.9% | 283,604 | $10.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +16.5% | 274,014 | $10.1M |
| Mariner, LLC | 0.01% | Add +1.2% | 186,467 | $6.9M |
| Atria Investments, Inc | 0.08% | Reduce -2.4% | 168,648 | $6.2M |
| Clear Creek Financial Management, LLC | 0.56% | New | 147,444 | $5.4M |
| Milestone Asset Management, LLC | 0.98% | Add +0.3% | 124,706 | $4.6M |
| ODonnell Financial Services, LLC | 1.75% | Reduce -2.0% | 115,516 | $4.2M |
| Kestra Advisory Services, LLC | 0.02% | Add +29.8% | 115,375 | $4.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +32.5% | 112,578 | $4.1M |
| Sunbelt Securities, Inc. | 0.31% | Add +3.0% | 93,608 | $3.4M |
| Per Stirling Capital Management, LLC. | 0.40% | New | 75,757 | $2.8M |
| Tanglewood Legacy Advisors, LLC | 1.16% | Add +24.6% | 71,701 | $2.6M |
| LPL Financial LLC | 0.00% | Add +82.0% | 62,854 | $2.3M |
| City Holding Co. | 0.30% | Add +0.9% | 57,557 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +66.2% | 55,194 | $2.0M |
| Gries Financial LLC | 0.37% | New | 51,892 | $1.9M |
| AIFG Consultants Ltd. | 3.05% | Reduce -10.8% | 50,288 | $1.8M |
| Sage Capital Advisors,llc | 0.46% | New | 48,205 | $1.8M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +71.8% | 46,780 | $1.7M |
| Founders Financial Securities LLC | 0.14% | Add +40.9% | 45,901 | $1.7M |
| REAP Financial Group, LLC | 0.38% | Reduce -35.0% | 42,227 | $1.6M |
| Bison Wealth, LLC | 0.14% | Reduce -34.0% | 42,187 | $1.6M |
| Truist Financial Corp. | 0.00% | Reduce -17.1% | 39,692 | $1.5M |
| Kickstand Ventures, Llc. | 0.36% | New | 37,711 | $1.4M |
| Janney Montgomery Scott LLC | 0.00% | Add +5.2% | 36,690 | $1.3M |
| Harbour Investments, Inc. | 0.04% | Add +12.1% | 35,654 | $1.3M |
| CreativeOne Wealth, LLC | 0.04% | Add +10.8% | 34,038 | $1.3M |
| Keystone Wealth Services, LLC | 0.33% | Add +29.8% | 33,499 | $1.2M |
| Macroview Investment Management LLC | 1.14% | Reduce -0.2% | 32,903 | $1.2M |
| Arete Wealth Advisors, LLC | 0.09% | Add +1.3% | 32,350 | $1.2M |
| Plotkin Financial Advisors, LLC | 0.60% | New | 26,470 | $973K |
| American Alpha Advisors, LLC | 0.85% | New | 26,121 | $960K |
| MAI Capital Management | 0.01% | Reduce -25.1% | 24,806 | $912K |
| HighTower Advisors, LLC | 0.00% | New | 24,157 | $888K |
| Brass Tax Wealth Management, Inc. | 0.18% | No change | 23,879 | $878K |
| Arkadios Wealth Advisors | 0.03% | Add +5.7% | 22,900 | $842K |
| Range Financial Group LLC | 0.37% | New | 22,787 | $838K |
| Triumph Capital Management | 0.28% | Add +68.9% | 22,459 | $826K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +212.6% | 21,270 | $782K |
| Synovus Financial Corp. | 0.01% | New | 19,606 | $721K |
| IMG Wealth Management, Inc. | 0.64% | No change | 19,404 | $713K |
| Ignite Planners, LLC | 0.14% | New | 19,233 | $707K |
| Oppenheimer & Co. Inc. | 0.01% | New | 18,724 | $688K |
| EPG Wealth Management LLC | 0.18% | Add +3.0% | 17,200 | $632K |
| Diligent Investors, LLC | 0.15% | New | 16,875 | $620K |
| RFG Advisory, LLC | 0.02% | Add +1.2% | 16,800 | $618K |
| AE Wealth Management LLC | 0.01% | Add +149.6% | 16,630 | $611K |
| NewEdge Advisors, LLC | 0.00% | Add +136.9% | 15,963 | $587K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +11.4% | 15,883 | $584K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +11.4% | 15,883 | $584K |
| Susquehanna International Group, LLP | 0.00% | Reduce -70.6% | 15,860 | $583K |
| Diversify Advisory Services, LLC | 0.04% | Reduce -6.0% | 15,690 | $575K |
| Bullseye Investment Management, LLC | 0.36% | Add +3.0% | 15,417 | $567K |
| MML Investors Services, LLC | 0.00% | Add +131.9% | 14,909 | $548K |
| Commonwealth Financial Services, LLC | 0.11% | Reduce -11.7% | 14,134 | $520K |
| Avantra Family Wealth, Inc. | 0.49% | Reduce -0.2% | 13,902 | $511K |
| Wood Tarver Financial Group, LLC | 0.17% | Add +160.4% | 13,814 | $508K |
| Independent Financial Group, LLC | 0.02% | Reduce -1.0% | 12,374 | $455K |
| Brown Advisory Inc. | 0.00% | New | 12,346 | $454K |
| Focus Partners Wealth | 0.00% | No change | 11,907 | $438K |
| Stratos Wealth Advisors, LLC | 0.02% | New | 11,599 | $426K |
| Ifrah Financial Services, Inc. | 0.12% | Reduce -4.3% | 11,351 | $417K |
| BlueChip Wealth Advisors LLC | 0.19% | No change | 10,790 | $397K |
| Mgo One Seven LLC | 0.01% | New | 10,389 | $382K |
| Townsquare Capital LLC | 0.00% | Add +10.1% | 9,421 | $346K |
| Mutual Advisors, LLC | 0.01% | New | 9,334 | $341K |
| Sanctuary Advisors, LLC | 0.00% | Add +48.4% | 8,714 | $320K |
| Grantvest Financial Group LLC | 0.26% | Add +3.6% | 8,552 | $314K |
| Schulz Wealth, LTD. | 0.23% | New | 8,337 | $307K |
| Clearstead Advisors, LLC | 0.00% | New | 8,191 | $301K |
| CoreCap Advisors, LLC | 0.01% | Add +17.6% | 8,188 | $301K |
| Insigneo Advisory Services, LLC | 0.03% | New | 8,050 | $296K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 7,900 | $290K |
| PKS Advisory Services, LLC | 0.08% | New | 7,515 | $276K |
| Nations Financial Group Inc, /Ia/ | 0.02% | No change | 7,477 | $275K |
| Visionary Wealth Advisors | 0.02% | No change | 7,444 | $274K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Add +9.4% | 7,383 | $271K |
| Jane Street Group, LLC | 0.00% | Reduce -35.7% | 7,319 | $269K |
| Financial Network Wealth Advisors LLC | 0.35% | No change | 7,181 | $264K |
| Americana Partners, LLC | 0.01% | Reduce -98.4% | 7,081 | $260K |
| DHJJ Financial Advisors, Ltd. | 0.10% | Add +14.0% | 6,902 | $254K |
| Uptick Partners, LLC | 0.09% | New | 6,854 | $252K |
| Mayfair Advisory Group, LLC | 0.14% | Reduce -12.9% | 6,759 | $249K |
| Adamsbrown Wealth Consultants LLC | 0.08% | New | 6,672 | $245K |
| Main Street Financial Solutions, LLC | 0.02% | No change | 6,588 | $242K |
| Beacon Financial Advisory LLC | 0.07% | No change | 6,455 | $237K |
| Prospera Financial Services Inc | 0.01% | No change | 6,380 | $235K |
| Sequent Planning LLC | 0.08% | No change | 6,235 | $229K |
| Flagstar Securities, Inc. | 0.06% | New | 6,200 | $228K |
| Grant Street Asset Management, Inc. | 0.05% | No change | 5,859 | $215K |
| Kingswood Wealth Advisors, LLC | 0.02% | New | 5,817 | $214K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -22.0% | 5,795 | $213K |
| Ameritas Advisory Services, LLC | 0.01% | New | 5,647 | $209K |
| Archer Investment Corp | 0.05% | Add +344.6% | 5,522 | $203K |
| Stonebridge Financial Group, LLC | 0.02% | No change | 5,112 | $188K |
| ORG Partners LLC | 0.04% | Add +38.5% | 4,500 | $166K |
| Centaurus Financial, Inc. | 0.01% | Add +23.9% | 3,808 | $140K |
"% of holder's portfolio" is GFEB's weight in each manager's 13F, not the share of FT Vest US Equity Moderate B the manager owns.