FT Vest US Equity Moderate BGMARETF
13F holders, Q2 2025 (June 30)118holders +9
18new positions
8sold out
2famous investors
$38.91avg. 13F price*
At the end of Q2 2025, 118 institutions reported holding FT Vest US Equity Moderate B (GMAR) in their 13F filings, up 9 from Q1 2025. 18 opened new positions and 8 sold out. The largest holders were Raymond James Financial Inc. ($44.1M), Commonwealth Equity Services, LLC ($41.0M) and ORG Partners LLC ($15.5M). 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
- 33740F482
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $8.7M |
| Exits | 8 | $4.5M |
All 13F filers, Q1 2025 → Q2 2025: 1,681,251 shares bought and 1,574,565 shares sold, net +106,686 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 118 holders
| Raymond James Financial Inc. | 0.02% | Reduce -18.3% | 1,131,873 | $44.1M |
| Commonwealth Equity Services, LLC | 0.05% | Add +411.4% | 1,052,741 | $41.0M |
| ORG Partners LLC | 3.39% | Reduce -23.0% | 397,268 | $15.5M |
| Osaic Holdings, Inc. | 0.02% | Reduce -77.3% | 294,780 | $11.5M |
| Cetera Investment Advisers | 0.02% | Reduce -0.3% | 273,253 | $10.6M |
| LPL Financial LLC | 0.00% | Add +21.6% | 252,243 | $9.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +12.9% | 216,233 | $8.4M |
| Kestra Advisory Services, LLC | 0.03% | Add +10.8% | 173,104 | $6.7M |
| Janney Montgomery Scott LLC | 0.02% | Add +125.8% | 163,960 | $6.4M |
| Wood Tarver Financial Group, LLC | 1.86% | Add +953.4% | 158,728 | $6.2M |
| MML Investors Services, LLC | 0.02% | Add +358.2% | 154,805 | $6.0M |
| City Holding Co. | 0.68% | Add +0.7% | 133,250 | $5.2M |
| AssuredPartners Investment Advisors, LLC | 1.22% | Reduce -0.3% | 128,307 | $5.0M |
| Bouchey Financial Group, Ltd. | 0.39% | Reduce -1.5% | 119,425 | $4.7M |
| Sunbelt Securities, Inc. | 0.29% | Reduce -5.9% | 88,521 | $3.3M |
| Founders Financial Securities LLC | 0.24% | Add +216.9% | 82,703 | $3.2M |
| MAI Capital Management | 0.02% | Reduce -0.6% | 74,566 | $2.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +304.1% | 62,777 | $2.4M |
| REAP Financial Group, LLC | 0.57% | Reduce -1.4% | 62,028 | $2.4M |
| Bison Wealth, LLC | 0.19% | Reduce -1.3% | 62,028 | $2.4M |
| Uptick Partners, LLC | 0.61% | Reduce -4.5% | 54,496 | $2.1M |
| Anfield Capital Management, LLC | 0.53% | New | 41,482 | $1.6M |
| Keystone Wealth Services, LLC | 0.36% | No change | 38,465 | $1.5M |
| Schulz Wealth, LTD. | 1.10% | Add +6.3% | 37,637 | $1.5M |
| Arkadios Wealth Advisors | 0.04% | Reduce -7.4% | 37,533 | $1.5M |
| Truist Financial Corp. | 0.00% | Add +13.1% | 36,551 | $1.4M |
| HFG Wealth Management, LLC | 0.81% | Reduce -10.6% | 35,829 | $1.3M |
| HRT Financial LP | 0.01% | New | 31,291 | $1.2M |
| CreativeOne Wealth, LLC | 0.03% | Add +13.6% | 27,747 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Reduce -4.3% | 27,700 | $1.1M |
| Mgo One Seven LLC | 0.03% | New | 27,515 | $1.1M |
| Corus Family Wealth Advisors | 0.72% | Reduce -13.8% | 26,237 | $1.0M |
| Bullseye Investment Management, LLC | 0.63% | No change | 26,572 | $988K |
| Old Mission Capital LLC | 0.03% | New | 25,052 | $976K |
| Ignite Planners, LLC | 0.17% | Reduce -0.4% | 24,883 | $975K |
| Diligent Investors, LLC | 0.22% | No change | 23,568 | $918K |
| Brookstone Capital Management | 0.01% | Add +32.9% | 22,330 | $870K |
| Diversify Advisory Services, LLC | 0.03% | Add +1.9% | 20,281 | $803K |
| Brass Tax Wealth Management, Inc. | 0.15% | Reduce -0.3% | 20,341 | $792K |
| Sanctuary Advisors, LLC | 0.00% | Add +96.7% | 19,615 | $764K |
| Tanglewood Legacy Advisors, LLC | 0.30% | Add +27.7% | 18,535 | $722K |
| AQR Capital Management | 0.00% | New | 18,460 | $719K |
| Range Financial Group LLC | 0.27% | Add +101.9% | 17,511 | $682K |
| Kovack Advisors, Inc. | 0.06% | No change | 16,800 | $654K |
| Chris Bulman Inc | 0.36% | Add +1.1% | 16,363 | $637K |
| Insigneo Advisory Services, LLC | 0.05% | Add +6.1% | 16,342 | $637K |
| Citadel Advisors | 0.00% | Add +62.8% | 16,240 | $633K |
| International Assets Investment Management, LLC | 0.05% | New | 16,090 | $627K |
| Madrona Financial Services, LLC | 0.15% | No change | 16,039 | $625K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Reduce -28.1% | 15,737 | $613K |
| Stephens Inc. | 0.01% | No change | 14,151 | $551K |
| Cascade Investment Group, Inc. | 0.38% | Reduce -5.7% | 13,983 | $545K |
| Avantra Family Wealth, Inc. | 0.45% | Add +0.8% | 13,953 | $543K |
| BlueChip Wealth Advisors LLC | 0.21% | No change | 13,401 | $522K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | No change | 13,063 | $509K |
| Centaurus Financial, Inc. | 0.03% | No change | 12,349 | $481K |
| Independent Financial Group, LLC | 0.01% | Reduce -1.4% | 11,637 | $453K |
| Grantvest Financial Group LLC | 0.32% | Reduce -6.0% | 11,072 | $431K |
| Mutual Advisors, LLC | 0.01% | No change | 10,913 | $430K |
| NorthCrest Asset Manangement, LLC | 0.01% | No change | 10,422 | $407K |
| Cresset Asset Management, LLC | 0.00% | Reduce -2.4% | 9,991 | $389K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +123.6% | 9,609 | $374K |
| LVZ, Inc. | 0.04% | No change | 9,513 | $371K |
| PKS Advisory Services, LLC | 0.09% | Add +13.6% | 9,261 | $361K |
| Koshinski Asset Management, Inc. | 0.03% | Add +23.0% | 9,250 | $360K |
| Susquehanna International Group, LLP | 0.00% | Reduce -61.6% | 8,933 | $348K |
| Atria Investments, Inc | 0.00% | Add +30.1% | 8,627 | $336K |
| LM Advisors LLC | 0.04% | Add +10.4% | 8,248 | $321K |
| Sagespring Wealth Partners, LLC | 0.01% | No change | 8,147 | $317K |
| CoreCap Advisors, LLC | 0.01% | Add +0.6% | 8,127 | $317K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -14.5% | 7,840 | $305K |
| TrueWealth Advisors, LLC | 0.09% | New | 7,816 | $304K |
| Flagstar Securities, Inc. | 0.08% | Add +10.2% | 7,741 | $302K |
| DHJJ Financial Advisors, Ltd. | 0.11% | No change | 7,660 | $298K |
| Jane Street Group, LLC | 0.00% | Reduce -65.0% | 7,575 | $295K |
| Stratos Wealth Advisors, LLC | 0.02% | New | 7,366 | $287K |
| Kestra Private Wealth Services, LLC | 0.00% | No change | 7,205 | $281K |
| Captrust Financial Advisors | 0.00% | No change | 7,200 | $280K |
| Legacy Solutions, LLC | 0.27% | No change | 7,177 | $280K |
| Focus Partners Wealth | 0.00% | New | 6,910 | $269K |
| AdvisorNet Financial, Inc | 0.02% | No change | 6,806 | $265K |
| VestGen Investment Management | 0.19% | Add +5.6% | 6,767 | $264K |
| BostonPremier Wealth LLC | 0.14% | No change | 6,646 | $259K |
| Snowden Capital Advisors LLC | 0.01% | No change | 6,643 | $259K |
| Harbour Investments, Inc. | 0.01% | Reduce -9.2% | 6,500 | $253K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 6,434 | $251K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 6,259 | $245K |
| Maridea Wealth Management LLC | 0.06% | New | 6,195 | $241K |
| J.W. Cole Advisors, Inc. | 0.01% | No change | 5,994 | $233K |
| Park Avenue Securities LLC | 0.00% | New | 5,719 | $223K |
| Spire Wealth Management | 0.01% | No change | 5,666 | $221K |
| Prosperity Consulting Group, LLC | 0.02% | No change | 5,652 | $220K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -10.3% | 5,614 | $219K |
| Archer Investment Corp | 0.05% | Add +0.2% | 5,597 | $218K |
| Beacon Financial Advisory LLC | 0.06% | No change | 5,560 | $217K |
| Sequent Planning LLC | 0.07% | New | 5,547 | $216K |
| StoneX Group Inc. | 0.01% | New | 5,382 | $210K |
| FSB Premier Wealth Management, Inc. | 0.07% | New | 5,339 | $208K |
| Stonebridge Financial Group, LLC | 0.02% | Add +146.9% | 5,267 | $205K |
| Geneos Wealth Management Inc. | 0.00% | Add +60.1% | 4,045 | $158K |
"% 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.