FT Vest US Equity Moderate BGFEBETF
13F holders, Q2 2025 (June 30)118holders +5
16new positions
11sold out
2famous investors
$38.96avg. 13F price*
At the end of Q2 2025, 118 institutions reported holding FT Vest US Equity Moderate B (GFEB) in their 13F filings, up 5 from Q1 2025. 16 opened new positions and 11 sold out. The largest holders were Raymond James Financial Inc. ($33.5M), Osaic Holdings, Inc. ($14.5M) and Commonwealth Equity Services, LLC ($12.6M). 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 (Q2 2025)
- CUSIP
- 33740U737
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $14.4M |
| Exits | 11 | $5.8M |
All 13F filers, Q1 2025 → Q2 2025: 583,554 shares bought and 485,377 shares sold, net +98,177 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 118 holders
| Raymond James Financial Inc. | 0.01% | Reduce -7.5% | 859,632 | $33.5M |
| Osaic Holdings, Inc. | 0.03% | Add +8.8% | 372,569 | $14.5M |
| Commonwealth Equity Services, LLC | 0.02% | Add +18.1% | 323,608 | $12.6M |
| Cetera Investment Advisers | 0.02% | Add +2.1% | 322,938 | $12.6M |
| Mariner, LLC | 0.01% | Reduce -5.9% | 175,530 | $6.8M |
| Atria Investments, Inc | 0.08% | Reduce -0.8% | 167,210 | $6.5M |
| Clear Creek Financial Management, LLC | 0.61% | Add +10.9% | 163,460 | $6.4M |
| Steward Partners Investment Advisory, LLC | 0.05% | Reduce -44.4% | 157,782 | $6.2M |
| Kestra Advisory Services, LLC | 0.03% | Add +18.2% | 136,371 | $5.3M |
| First International Bank of Israel Ltd. | 2.99% | — | 130,000 | $5.1M |
| Uniting Wealth Partners, LLC | 1.92% | New | 127,308 | $5.0M |
| Milestone Asset Management, LLC | 1.05% | Add +2.0% | 127,237 | $5.0M |
| ODonnell Financial Services, LLC | 1.71% | Reduce -1.4% | 113,961 | $4.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -6.3% | 105,514 | $4.1M |
| Sunbelt Securities, Inc. | 0.30% | Reduce -2.9% | 90,916 | $3.4M |
| SMART Wealth LLC | 1.03% | New | 83,886 | $3.3M |
| Gries Financial LLC | 0.56% | Add +51.9% | 78,819 | $3.1M |
| Per Stirling Capital Management, LLC. | 0.39% | Add +0.1% | 75,843 | $3.0M |
| LPL Financial LLC | 0.00% | Add +16.1% | 73,000 | $2.8M |
| Tanglewood Legacy Advisors, LLC | 1.13% | Reduce -1.4% | 70,714 | $2.8M |
| City Holding Co. | 0.29% | No change | 57,557 | $2.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +3.5% | 57,113 | $2.2M |
| Sage Capital Advisors,llc | 0.51% | Add +9.1% | 52,582 | $2.1M |
| Founders Financial Securities LLC | 0.13% | Reduce -1.5% | 45,217 | $1.8M |
| Harbour Investments, Inc. | 0.04% | Add +4.9% | 37,411 | $1.5M |
| Brookstone Capital Management | 0.02% | New | 37,208 | $1.5M |
| Janney Montgomery Scott LLC | 0.00% | No change | 36,690 | $1.4M |
| Chris Bulman Inc | 0.79% | New | 35,545 | $1.4M |
| Old Mission Capital LLC | 0.04% | New | 35,498 | $1.4M |
| CreativeOne Wealth, LLC | 0.03% | No change | 34,038 | $1.3M |
| Keystone Wealth Services, LLC | 0.32% | No change | 33,499 | $1.3M |
| REAP Financial Group, LLC | 0.31% | Reduce -20.9% | 33,414 | $1.3M |
| Bison Wealth, LLC | 0.10% | Reduce -20.8% | 33,414 | $1.3M |
| Macroview Investment Management LLC | 1.05% | Reduce -0.6% | 32,696 | $1.3M |
| Arete Wealth Advisors, LLC | 0.09% | Reduce -4.6% | 30,850 | $1.2M |
| Truist Financial Corp. | 0.00% | Reduce -26.2% | 29,286 | $1.1M |
| American Alpha Advisors, LLC | 0.85% | Add +4.0% | 27,167 | $1.1M |
| Plotkin Financial Advisors, LLC | 0.55% | Reduce -3.0% | 25,679 | $1.0M |
| MAI Capital Management | 0.01% | Reduce -0.6% | 24,658 | $961K |
| HighTower Advisors, LLC | 0.00% | No change | 24,157 | $942K |
| Brass Tax Wealth Management, Inc. | 0.18% | No change | 23,879 | $931K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +11.1% | 23,639 | $926K |
| Arkadios Wealth Advisors | 0.03% | No change | 22,900 | $893K |
| Range Financial Group LLC | 0.31% | Reduce -10.2% | 20,455 | $798K |
| Synovus Financial Corp. | 0.01% | No change | 19,606 | $764K |
| Oppenheimer & Co. Inc. | 0.01% | Add +4.4% | 19,556 | $762K |
| IMG Wealth Management, Inc. | 0.59% | No change | 19,404 | $757K |
| Ignite Planners, LLC | 0.12% | Reduce -6.0% | 18,081 | $711K |
| BlueChip Wealth Advisors LLC | 0.28% | Add +64.5% | 17,744 | $692K |
| Mgo One Seven LLC | 0.02% | Add +66.0% | 17,245 | $672K |
| Diligent Investors, LLC | 0.16% | No change | 16,875 | $658K |
| NewEdge Advisors, LLC | 0.00% | Reduce -1.4% | 15,745 | $614K |
| Triumph Capital Management | 0.18% | Reduce -30.1% | 15,706 | $612K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -1.7% | 15,620 | $609K |
| Prospera Financial Services Inc | 0.01% | Add +137.5% | 15,150 | $591K |
| Wood Tarver Financial Group, LLC | 0.18% | Add +9.5% | 15,126 | $589K |
| MML Investors Services, LLC | 0.00% | Reduce -1.4% | 14,704 | $573K |
| Bullseye Investment Management, LLC | 0.36% | No change | 15,417 | $567K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -69.2% | 14,398 | $561K |
| Avantra Family Wealth, Inc. | 0.45% | Add +1.5% | 14,107 | $550K |
| Commonwealth Financial Services, LLC | 0.10% | Reduce -2.2% | 13,824 | $539K |
| Brown Advisory Inc. | 0.00% | No change | 12,346 | $481K |
| Susquehanna International Group, LLP | 0.00% | Reduce -22.2% | 12,345 | $481K |
| Independent Financial Group, LLC | 0.01% | Reduce -0.8% | 12,274 | $479K |
| Focus Partners Wealth | 0.00% | No change | 11,907 | $464K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -1.9% | 11,374 | $443K |
| Ifrah Financial Services, Inc. | 0.12% | Reduce -1.4% | 11,191 | $436K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -31.9% | 10,690 | $426K |
| Mutual Advisors, LLC | 0.01% | No change | 9,334 | $370K |
| RFG Advisory, LLC | 0.01% | Reduce -43.9% | 9,427 | $368K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -0.6% | 8,661 | $338K |
| Grantvest Financial Group LLC | 0.25% | No change | 8,552 | $333K |
| Uptick Partners, LLC | 0.09% | Add +21.9% | 8,354 | $326K |
| Schulz Wealth, LTD. | 0.24% | No change | 8,337 | $325K |
| AQR Capital Management | 0.00% | New | 8,191 | $319K |
| CoreCap Advisors, LLC | 0.01% | Reduce -1.2% | 8,093 | $316K |
| Insigneo Advisory Services, LLC | 0.03% | No change | 8,050 | $314K |
| Citadel Advisors | 0.00% | New | 7,971 | $311K |
| Farther Finance Advisors, LLC | 0.01% | Add +919.0% | 7,928 | $309K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 7,900 | $308K |
| Nations Financial Group Inc, /Ia/ | 0.02% | No change | 7,477 | $292K |
| Visionary Wealth Advisors | 0.01% | No change | 7,444 | $290K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | No change | 7,383 | $288K |
| Financial Network Wealth Advisors LLC | 0.34% | No change | 7,181 | $280K |
| DHJJ Financial Advisors, Ltd. | 0.10% | Add +2.0% | 7,037 | $274K |
| Mayfair Advisory Group, LLC | 0.13% | No change | 6,759 | $268K |
| Principal Securities, Inc. | 0.01% | Add +144.8% | 6,873 | $268K |
| Adamsbrown Wealth Consultants LLC | 0.08% | No change | 6,672 | $260K |
| Foundations Investment Advisors, LLC | 0.00% | New | 6,625 | $258K |
| Main Street Financial Solutions, LLC | 0.02% | No change | 6,588 | $257K |
| Americana Partners, LLC | 0.01% | Reduce -7.1% | 6,581 | $257K |
| Beacon Financial Advisory LLC | 0.07% | No change | 6,455 | $252K |
| StoneX Group Inc. | 0.01% | New | 6,380 | $249K |
| Sequent Planning LLC | 0.08% | No change | 6,235 | $243K |
| Kestra Private Wealth Services, LLC | 0.00% | No change | 5,795 | $226K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -0.5% | 5,789 | $226K |
| HRT Financial LP | 0.00% | New | 5,562 | $216K |
| AE Wealth Management LLC | 0.00% | Reduce -67.5% | 5,408 | $211K |
| Madrona Financial Services, LLC | 0.05% | New | 5,305 | $207K |
| Silverlake Wealth Management LLC | 0.06% | New | 5,200 | $203K |
"% 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.