FT Vest US Equity Moderate BGFEBETF

13F holders, Q3 2025 (September 30)
108holders −10
5new positions
14sold out
1famous investor
$40.53avg. 13F price*

At the end of Q3 2025, 108 institutions reported holding FT Vest US Equity Moderate B (GFEB) in their 13F filings, down 10 from Q2 2025. 5 opened new positions and 14 sold out. The largest holders were Raymond James Financial Inc. ($15.2M), Cetera Investment Advisers ($12.4M) and Osaic Holdings, Inc. ($11.7M). 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 (Q3 2025)
CUSIP
33740U737
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 90Q1 2024Q2 2024: 99Q2 2024Q3 2024: 93Q3 2024Q4 2024: 95Q4 2024Q1 2025: 113Q1 2025Q2 2025: 118Q2 2025Q3 2025: 108Q3 2025Q4 2025: 109Q4 2025Q1 2026: 111Q1 2026Q2 2026: 118Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions5$1.4M
Exits14$10.3M

All 13F filers, Q2 2025 → Q3 2025: 138,808 shares bought and 1,264,572 shares sold, net −1,125,764 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 108 holders

Raymond James Financial Inc. 0.00% Reduce -56.4% 374,493 $15.2M
Cetera Investment Advisers 0.01% Reduce -5.4% 305,635 $12.4M
Osaic Holdings, Inc. 0.02% Reduce -21.7% 291,746 $11.7M
Commonwealth Equity Services, LLC 0.01% Reduce -15.6% 273,083 $11.1M
Mariner, LLC 0.01% Reduce -21.1% 138,415 $5.6M
Atria Investments, Inc 0.06% Reduce -20.8% 132,489 $5.4M
Uniting Wealth Partners, LLC 1.25% Add +2.9% 131,037 $5.3M
First International Bank of Israel Ltd. 2.99% No change 130,000 $5.3M
Clear Creek Financial Management, LLC 0.45% Reduce -22.1% 127,377 $5.2M
Milestone Asset Management, LLC 0.91% Reduce -7.2% 118,117 $4.8M
ODonnell Financial Services, LLC 1.58% Reduce -4.0% 109,421 $4.4M
Kestra Advisory Services, LLC 0.02% Reduce -20.1% 108,997 $4.4M
Sunbelt Securities, Inc. 0.30% Add +16.9% 106,288 $4.3M
Envestnet Asset Management Inc. 0.00% Reduce -10.1% 94,912 $3.9M
LPL Financial LLC 0.00% Add +21.7% 88,840 $3.6M
Per Stirling Capital Management, LLC. 0.37% Reduce -0.4% 75,550 $3.1M
SMART Wealth LLC 1.08% Reduce -15.5% 70,896 $2.9M
Tanglewood Legacy Advisors, LLC 1.07% Reduce -3.9% 67,971 $2.8M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -5.0% 54,242 $2.2M
Founders Financial Securities LLC 0.13% Add +7.8% 48,767 $2.0M
City Holding Co. 0.25% Reduce -16.1% 48,307 $2.0M
Janney Montgomery Scott LLC 0.00% Add +6.7% 39,150 $1.6M
Harbour Investments, Inc. 0.03% Reduce -0.3% 37,304 $1.5M
Farther Finance Advisors, LLC 0.02% Add +368.9% 37,175 $1.5M
Brookstone Capital Management 0.02% Reduce -1.9% 36,488 $1.5M
Chris Bulman Inc 0.70% Reduce -2.7% 34,582 $1.4M
REAP Financial Group, LLC 0.30% Add +0.8% 33,696 $1.4M
Keystone Wealth Services, LLC 0.30% No change 33,499 $1.4M
Macroview Investment Management LLC 0.99% Reduce -0.1% 32,653 $1.3M
CreativeOne Wealth, LLC 0.03% Reduce -4.4% 32,545 $1.3M
Steward Partners Investment Advisory, LLC 0.01% Reduce -79.9% 31,653 $1.3M
American Alpha Advisors, LLC 0.89% Add +12.0% 30,439 $1.2M
Arete Wealth Advisors, LLC 0.07% Reduce -6.5% 28,850 $1.2M
Truist Financial Corp. 0.00% Reduce -5.4% 27,710 $1.1M
Plotkin Financial Advisors, LLC 0.51% Reduce -1.5% 25,284 $1.0M
MAI Capital Management 0.01% No change 24,658 $1.0M
HighTower Advisors, LLC 0.00% No change 24,157 $980K
Brass Tax Wealth Management, Inc. 0.16% No change 23,879 $969K
Arkadios Wealth Advisors 0.02% No change 22,900 $929K
HRT Financial LP 0.00% Add +276.1% 20,918 $848K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -13.8% 20,374 $827K
Wood Tarver Financial Group, LLC 0.24% Add +33.2% 20,142 $817K
Synovus Financial Corp. 0.01% No change 19,606 $795K
Range Financial Group LLC 0.29% Reduce -4.9% 19,455 $789K
IMG Wealth Management, Inc. 0.53% Reduce -0.1% 19,388 $787K
Ignite Planners, LLC 0.12% Reduce -2.4% 17,656 $716K
Triumph Capital Management 0.19% Add +10.9% 17,412 $706K
Diligent Investors, LLC 0.17% Reduce -0.3% 16,825 $683K
Orion Porfolio Solutions, LLC 0.00% Reduce -1.9% 15,323 $622K
Prospera Financial Services Inc 0.01% Reduce -1.0% 15,000 $609K
NewEdge Advisors, LLC 0.00% Reduce -5.5% 14,875 $603K
Mgo One Seven LLC 0.01% Reduce -18.4% 14,075 $571K
Bullseye Investment Management, LLC 0.36% No change 15,417 $567K
MML Investors Services, LLC 0.00% Reduce -5.7% 13,868 $563K
Commonwealth Financial Services, LLC 0.09% Reduce -8.0% 12,721 $516K
Brown Advisory Inc. 0.00% No change 12,346 $501K
Focus Partners Wealth 0.00% No change 11,907 $483K
Old Mission Capital LLC 0.02% Reduce -67.6% 11,512 $467K
Ifrah Financial Services, Inc. 0.12% Reduce -0.8% 11,101 $450K
Diversify Advisory Services, LLC 0.01% No change 10,690 $437K
JPMorgan Chase & Co. 0.00% New 10,439 $424K
Mutual Advisors, LLC 0.01% No change 9,334 $381K
RFG Advisory, LLC 0.01% Reduce -6.1% 8,855 $359K
Sanctuary Advisors, LLC 0.00% Reduce -0.8% 8,596 $349K
Uptick Partners, LLC 0.09% No change 8,354 $339K
Schulz Wealth, LTD. 0.22% No change 8,337 $338K
CoreCap Advisors, LLC 0.01% Add +2.9% 8,326 $338K
AQR Capital Management 0.00% No change 8,191 $332K
OneDigital Investment Advisors LLC 0.00% No change 7,900 $321K
Grantvest Financial Group LLC 0.21% Reduce -12.1% 7,514 $305K
Nations Financial Group Inc, /Ia/ 0.02% No change 7,477 $303K
Visionary Wealth Advisors 0.01% No change 7,444 $302K
Gallagher Fiduciary Advisors, LLC 0.01% No change 7,383 $300K
Insigneo Advisory Services, LLC 0.02% Reduce -8.7% 7,350 $298K
Concurrent Investment Advisors, LLC 0.01% New 7,228 $293K
Financial Network Wealth Advisors LLC 0.32% No change 7,181 $291K
PKS Advisory Services, LLC 0.07% New 7,119 $289K
Foundations Investment Advisors, LLC 0.00% Add +7.5% 7,119 $289K
DHJJ Financial Advisors, Ltd. 0.10% No change 7,037 $285K
Principal Securities, Inc. 0.00% No change 6,873 $279K
Mayfair Advisory Group, LLC 0.12% No change 6,759 $274K
Adamsbrown Wealth Consultants LLC 0.07% No change 6,672 $271K
Americana Partners, LLC 0.01% No change 6,581 $267K
Beacon Financial Advisory LLC 0.06% No change 6,455 $262K
Sequent Planning LLC 0.07% No change 6,235 $253K
Main Street Financial Solutions, LLC 0.02% Reduce -5.9% 6,198 $251K
Royal Bank of Canada 0.00% Add +282.9% 6,107 $248K
NWF Advisory Services Inc. 0.03% New 5,950 $241K
Kestra Private Wealth Services, LLC 0.00% No change 5,795 $235K
Kingswood Wealth Advisors, LLC 0.01% No change 5,789 $235K
StoneX Group Inc. 0.01% Reduce -14.9% 5,430 $220K
Madrona Financial Services, LLC 0.05% No change 5,305 $215K
Silverlake Wealth Management LLC 0.05% No change 5,200 $211K
AE Wealth Management LLC 0.00% Reduce -5.2% 5,129 $208K
Barclays PLC 0.00% Add +190.4% 4,958 $201K
Centaurus Financial, Inc. 0.01% No change 3,708 $150K
Ameritas Advisory Services, LLC 0.01% Add +63.4% 2,960 $120K
JNBA Financial Advisors 0.01% New 2,604 $106K
Integrity Financial Corp 0.05% No change 2,415 $98K
Evolution Wealth Management Inc. 0.09% No change 2,253 $91K
Murphy & Mullick Capital Management Corp 0.05% No change 1,750 $72K
Cwm, LLC 0.00% No change 1,729 $70K
Archer Investment Corp 0.01% Reduce -71.7% 1,429 $58K
Capital Analysts, LLC 0.00% No change 1,051 $43K
ORG Partners LLC 0.01% Reduce -77.8% 1,000 $41K
Anfield Capital Management, LLC 0.01% No change 545 $22K
Creative Financial Designs Inc. 0.00% No change 472 $19K
UBS Group AG 0.00% Reduce -1.1% 462 $19K

"% 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.