FT Vest US Equity Moderate BGMARETF
13F holders, Q1 2025 (March 31)109holders −6
13new positions
17sold out
1famous investor
$37.20avg. 13F price*
At the end of Q1 2025, 109 institutions reported holding FT Vest US Equity Moderate B (GMAR) in their 13F filings, down 6 from Q4 2024. 13 opened new positions and 17 sold out. The largest holders were Raymond James Financial Inc. ($51.5M), Osaic Holdings, Inc. ($48.4M) and ORG Partners LLC ($19.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- FT Vest US Equity Moderate B
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q1 2025)
- CUSIP
- 33740F482
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $3.3M |
| Exits | 17 | $10.5M |
All 13F filers, Q4 2024 → Q1 2025: 1,481,824 shares bought and 831,945 shares sold, net +649,879 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 109 holders
| Raymond James Financial Inc. | 0.02% | Add +67.7% | 1,384,517 | $51.5M |
| Osaic Holdings, Inc. | 0.11% | Reduce -6.1% | 1,300,993 | $48.4M |
| ORG Partners LLC | 4.90% | Add +5970.6% | 516,005 | $19.2M |
| Cetera Investment Advisers | 0.02% | Add +34.5% | 274,053 | $10.2M |
| LPL Financial LLC | 0.00% | Add +3.8% | 207,470 | $7.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +65.3% | 205,837 | $7.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.8% | 191,466 | $7.1M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -1.5% | 156,308 | $5.8M |
| City Holding Co. | 0.69% | Add +67.4% | 132,380 | $4.9M |
| AssuredPartners Investment Advisors, LLC | 0.92% | Add +2.2% | 128,629 | $4.8M |
| Bouchey Financial Group, Ltd. | 0.41% | Reduce -10.6% | 121,227 | $4.5M |
| Sunbelt Securities, Inc. | 0.31% | Add +6.3% | 94,105 | $3.5M |
| MAI Capital Management | 0.02% | Reduce -20.9% | 75,009 | $2.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +10.5% | 72,626 | $2.7M |
| REAP Financial Group, LLC | 0.58% | Reduce -19.7% | 62,878 | $2.3M |
| Bison Wealth, LLC | 0.22% | Reduce -19.7% | 62,838 | $2.3M |
| Uptick Partners, LLC | 0.72% | Add +0.9% | 57,056 | $2.1M |
| Arkadios Wealth Advisors | 0.06% | Add +7.9% | 40,533 | $1.5M |
| HFG Wealth Management, LLC | 0.91% | Reduce -85.8% | 40,054 | $1.5M |
| Keystone Wealth Services, LLC | 0.39% | Reduce -4.2% | 38,465 | $1.4M |
| Schulz Wealth, LTD. | 1.00% | Add +0.8% | 35,422 | $1.3M |
| MML Investors Services, LLC | 0.00% | Reduce -12.8% | 33,785 | $1.3M |
| Truist Financial Corp. | 0.00% | Add +2.2% | 32,323 | $1.2M |
| Strategic Blueprint, LLC | 0.06% | Reduce -27.5% | 31,900 | $1.2M |
| Corus Family Wealth Advisors | 0.78% | Reduce -74.9% | 30,419 | $1.1M |
| EPG Wealth Management LLC | 0.30% | Reduce -6.5% | 29,000 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Reduce -9.3% | 28,933 | $1.1M |
| Bullseye Investment Management, LLC | 0.63% | Add +43.1% | 26,572 | $988K |
| Founders Financial Securities LLC | 0.08% | Add +101.7% | 26,101 | $963K |
| Ignite Planners, LLC | 0.18% | Add +138.4% | 24,973 | $925K |
| CreativeOne Wealth, LLC | 0.03% | Add +18.7% | 24,436 | $909K |
| Diligent Investors, LLC | 0.21% | No change | 23,568 | $877K |
| Susquehanna International Group, LLP | 0.00% | Reduce -34.7% | 23,248 | $865K |
| Alesco Advisors, LLC, An ESL Co | 0.03% | Reduce -0.8% | 21,880 | $814K |
| Jane Street Group, LLC | 0.00% | Add +43.8% | 21,644 | $805K |
| Townsquare Capital LLC | 0.01% | Add +19.1% | 21,239 | $790K |
| Noble Wealth Management PBC | 0.53% | Reduce -1.5% | 20,869 | $776K |
| Brass Tax Wealth Management, Inc. | 0.16% | Reduce -12.1% | 20,391 | $759K |
| Diversify Advisory Services, LLC | 0.05% | Add +19.2% | 19,899 | $736K |
| Clearstead Advisors, LLC | 0.01% | New | 18,460 | $687K |
| Kovack Advisors, Inc. | 0.07% | No change | 16,800 | $625K |
| Brookstone Capital Management | 0.01% | Add +3.4% | 16,799 | $625K |
| Chris Bulman Inc | 0.38% | Reduce -0.4% | 16,190 | $602K |
| Madrona Financial Services, LLC | 0.16% | Add +153.0% | 16,039 | $597K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +7.0% | 15,534 | $578K |
| Insigneo Advisory Services, LLC | 0.06% | Reduce -13.8% | 15,407 | $573K |
| Wood Tarver Financial Group, LLC | 0.18% | Add +67.5% | 15,068 | $561K |
| Cascade Investment Group, Inc. | 0.42% | Reduce -3.8% | 14,821 | $551K |
| Tanglewood Legacy Advisors, LLC | 0.24% | No change | 14,510 | $540K |
| Stephens Inc. | 0.01% | Reduce -1.5% | 14,151 | $526K |
| Avantra Family Wealth, Inc. | 0.49% | Reduce -0.4% | 13,841 | $515K |
| BlueChip Wealth Advisors LLC | 0.24% | No change | 13,401 | $499K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Add +2.6% | 13,063 | $486K |
| Centaurus Financial, Inc. | 0.03% | Add +306.4% | 12,349 | $459K |
| Independent Financial Group, LLC | 0.02% | Reduce -1.7% | 11,806 | $439K |
| Grantvest Financial Group LLC | 0.36% | Reduce -1.7% | 11,779 | $438K |
| Mutual Advisors, LLC | 0.01% | New | 10,913 | $402K |
| NorthCrest Asset Manangement, LLC | 0.01% | Add +14.6% | 10,422 | $388K |
| Cresset Asset Management, LLC | 0.00% | No change | 10,241 | $381K |
| Citadel Advisors | 0.00% | New | 9,976 | $371K |
| Sanctuary Advisors, LLC | 0.00% | Add +8.7% | 9,972 | $371K |
| B. Riley Wealth Advisors, Inc. | 0.01% | No change | 9,875 | $367K |
| JPMorgan Chase & Co. | 0.00% | Add +66.5% | 9,654 | $359K |
| LVZ, Inc. | 0.05% | No change | 9,513 | $354K |
| Cary Street Partners Financial LLC | 0.01% | No change | 9,170 | $341K |
| Range Financial Group LLC | 0.14% | New | 8,672 | $323K |
| Cascades Capital Asset Management, LLC | 0.17% | New | 8,400 | $312K |
| PKS Advisory Services, LLC | 0.08% | New | 8,155 | $303K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -35.2% | 8,147 | $303K |
| CoreCap Advisors, LLC | 0.01% | Add +17.3% | 8,081 | $301K |
| DHJJ Financial Advisors, Ltd. | 0.11% | Add +32.5% | 7,660 | $285K |
| Koshinski Asset Management, Inc. | 0.02% | Add +3.4% | 7,520 | $280K |
| LM Advisors LLC | 0.05% | No change | 7,468 | $278K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +22.6% | 7,205 | $268K |
| Captrust Financial Advisors | 0.00% | No change | 7,200 | $268K |
| Legacy Solutions, LLC | 0.29% | New | 7,177 | $267K |
| Harbour Investments, Inc. | 0.01% | Reduce -59.2% | 7,159 | $266K |
| Flagstar Securities, Inc. | 0.07% | No change | 7,023 | $261K |
| AdvisorNet Financial, Inc | 0.02% | New | 6,806 | $253K |
| BostonPremier Wealth LLC | 0.15% | No change | 6,646 | $247K |
| Snowden Capital Advisors LLC | 0.01% | Add +5.6% | 6,643 | $247K |
| Atria Investments, Inc | 0.00% | Reduce -36.6% | 6,631 | $247K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 6,434 | $239K |
| VestGen Investment Management | 0.18% | New | 6,407 | $238K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +3.6% | 6,261 | $233K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +3.6% | 6,261 | $233K |
| J.W. Cole Advisors, Inc. | 0.01% | No change | 5,994 | $223K |
| Spire Wealth Management | 0.01% | Reduce -10.3% | 5,666 | $211K |
| Prosperity Consulting Group, LLC | 0.02% | No change | 5,652 | $210K |
| Archer Investment Corp | 0.05% | Add +6.2% | 5,587 | $208K |
| Beacon Financial Advisory LLC | 0.06% | No change | 5,560 | $207K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +23.0% | 4,298 | $160K |
| Principal Securities, Inc. | 0.00% | No change | 3,750 | $140K |
| Cwm, LLC | 0.00% | Reduce -0.7% | 2,860 | $106K |
| Hazlett, Burt & Watson, Inc. | 0.05% | No change | 2,735 | $101K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -66.5% | 2,526 | $94K |
| Stonebridge Financial Group, LLC | 0.01% | No change | 2,133 | $79K |
| GPS Wealth Strategies Group, LLC | 0.01% | New | 1,881 | $70K |
| Integrity Financial Corp | 0.04% | Add +44.6% | 1,744 | $65K |
| Financial Network Wealth Advisors LLC | 0.08% | No change | 1,625 | $60K |
"% of holder's portfolio" is GMAR's weight in each manager's 13F, not the share of FT Vest US Equity Moderate B the manager owns.