FT Vest US Equity Moderate BGMARETF

13F holders, Q3 2025 (September 30)
119holders +1
8new positions
8sold out
2famous investors
$39.89avg. 13F price*

At the end of Q3 2025, 119 institutions reported holding FT Vest US Equity Moderate B (GMAR) in their 13F filings, up 1 from Q2 2025. 8 opened new positions and 8 sold out. The largest holders were Raymond James Financial Inc. ($42.9M), Commonwealth Equity Services, LLC ($16.7M) and Osaic Holdings, Inc. ($11.1M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and 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
33740F482
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 61Q1 2024Q2 2024: 96Q2 2024Q3 2024: 95Q3 2024Q4 2024: 115Q4 2024Q1 2025: 109Q1 2025Q2 2025: 118Q2 2025Q3 2025: 119Q3 2025Q4 2025: 120Q4 2025Q1 2026: 120Q1 2026Q2 2026: 128Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions8$1.6M
Exits8$5.0M

All 13F filers, Q2 2025 → Q3 2025: 179,732 shares bought and 1,249,989 shares sold, net −1,070,257 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 119 holders

Raymond James Financial Inc. 0.01% Reduce -5.4% 1,070,894 $42.9M
Commonwealth Equity Services, LLC 0.02% Reduce -60.5% 416,169 $16.7M
Osaic Holdings, Inc. 0.02% Reduce -6.0% 276,983 $11.1M
Cetera Investment Advisers 0.01% Reduce -7.9% 251,653 $10.1M
LPL Financial LLC 0.00% Reduce -8.9% 229,672 $9.2M
Envestnet Asset Management Inc. 0.00% Reduce -2.1% 211,748 $8.5M
Kestra Advisory Services, LLC 0.03% Reduce -7.8% 159,522 $6.4M
MML Investors Services, LLC 0.02% Add +1.0% 156,341 $6.3M
Wood Tarver Financial Group, LLC 1.84% Reduce -1.8% 155,864 $6.3M
Janney Montgomery Scott LLC 0.01% Reduce -8.1% 150,652 $6.0M
ORG Partners LLC 1.12% Reduce -56.5% 172,810 $6.0M
City Holding Co. 0.67% No change 133,250 $5.3M
AssuredPartners Investment Advisors, LLC 1.15% No change 128,307 $5.1M
Bouchey Financial Group, Ltd. 0.36% Reduce -2.5% 116,500 $4.7M
Founders Financial Securities LLC 0.28% Add +23.3% 101,989 $4.1M
Sunbelt Securities, Inc. 0.27% Add +10.6% 97,908 $3.9M
MAI Capital Management 0.02% Reduce -13.4% 64,581 $2.6M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -0.6% 62,400 $2.5M
Jane Street Group, LLC 0.00% Add +651.8% 56,949 $2.3M
HRT Financial LP 0.01% Add +77.4% 55,509 $2.2M
Uptick Partners, LLC 0.53% Reduce -7.1% 50,618 $2.0M
REAP Financial Group, LLC 0.43% Reduce -20.2% 49,482 $2.0M
Old Mission Capital LLC 0.06% Add +76.8% 44,296 $1.8M
Anfield Capital Management, LLC 0.48% Reduce -1.0% 41,082 $1.6M
Schulz Wealth, LTD. 1.00% No change 37,637 $1.5M
Truist Financial Corp. 0.00% Add +2.7% 37,553 $1.5M
Arkadios Wealth Advisors 0.04% No change 37,533 $1.5M
Keystone Wealth Services, LLC 0.33% Reduce -3.3% 37,215 $1.5M
Mgo One Seven LLC 0.03% Reduce -1.3% 27,160 $1.1M
NewEdge Advisors, LLC 0.00% Reduce -5.5% 26,190 $1.1M
Ignite Planners, LLC 0.16% No change 24,883 $998K
Bullseye Investment Management, LLC 0.63% No change 26,572 $988K
Corus Family Wealth Advisors 0.71% Reduce -7.8% 24,200 $970K
CreativeOne Wealth, LLC 0.02% Reduce -17.0% 23,018 $923K
Diligent Investors, LLC 0.22% Reduce -6.6% 22,018 $883K
Brass Tax Wealth Management, Inc. 0.13% Reduce -1.5% 20,041 $804K
Brookstone Capital Management 0.01% Reduce -14.2% 19,156 $768K
Tanglewood Legacy Advisors, LLC 0.29% No change 18,535 $743K
AQR Capital Management 0.00% No change 18,460 $740K
Citadel Advisors 0.00% Add +11.0% 18,028 $723K
Kovack Advisors, Inc. 0.06% No change 16,800 $674K
Range Financial Group LLC 0.24% Reduce -4.7% 16,686 $669K
Insigneo Advisory Services, LLC 0.05% Reduce -0.5% 16,260 $652K
IMC-Chicago, LLC 0.01% New 16,141 $647K
Madrona Financial Services, LLC 0.14% No change 16,039 $643K
Alesco Advisors, LLC, An ESL Co 0.02% No change 15,737 $631K
Chris Bulman Inc 0.31% Reduce -4.3% 15,653 $628K
International Assets Investment Management, LLC 0.05% No change 16,090 $628K
Susquehanna International Group, LLP 0.00% Add +75.0% 15,632 $627K
Stephens Inc. 0.01% No change 14,151 $567K
Noble Wealth Management PBC 0.30% — 13,898 $557K
Sanctuary Advisors, LLC 0.00% Reduce -30.2% 13,689 $549K
Cascade Investment Group, Inc. 0.35% Reduce -5.3% 13,239 $531K
Gallagher Fiduciary Advisors, LLC 0.02% Reduce -0.0% 13,062 $524K
Centaurus Financial, Inc. 0.02% No change 12,349 $495K
Mutual Advisors, LLC 0.01% Reduce -0.1% 10,898 $439K
NorthCrest Asset Manangement, LLC 0.01% No change 10,422 $418K
Cresset Asset Management, LLC 0.00% No change 9,991 $401K
LVZ, Inc. 0.04% No change 9,513 $381K
PKS Advisory Services, LLC 0.09% No change 9,261 $371K
VestGen Investment Management 0.22% Add +35.8% 9,187 $368K
Koshinski Asset Management, Inc. 0.03% Reduce -1.0% 9,160 $367K
Grantvest Financial Group LLC 0.25% Reduce -17.5% 9,134 $366K
Steward Partners Investment Advisory, LLC 0.00% Reduce -8.7% 8,776 $352K
CoreCap Advisors, LLC 0.01% Add +5.4% 8,568 $344K
HFG Wealth Management, LLC 0.18% Reduce -76.4% 8,447 $339K
LM Advisors LLC 0.05% No change 8,248 $331K
Diversify Advisory Services, LLC 0.01% Reduce -59.8% 8,160 $329K
Sagespring Wealth Partners, LLC 0.01% No change 8,147 $327K
Cary Street Partners Financial LLC 0.01% No change 7,840 $314K
DHJJ Financial Advisors, Ltd. 0.10% No change 7,660 $307K
Elevation Point Wealth Partners, LLC 0.02% New 7,646 $307K
Kestra Private Wealth Services, LLC 0.00% No change 7,205 $289K
Captrust Financial Advisors 0.00% No change 7,200 $289K
Legacy Solutions, LLC 0.26% No change 7,177 $288K
Focus Partners Wealth 0.00% No change 6,910 $277K
AdvisorNet Financial, Inc 0.02% No change 6,806 $273K
BostonPremier Wealth LLC 0.13% No change 6,646 $267K
Snowden Capital Advisors LLC 0.01% No change 6,643 $266K
Park Avenue Securities LLC 0.00% Add +15.9% 6,630 $266K
Kestra Investment Management, LLC 0.01% New 6,526 $262K
Integrated Wealth Concepts LLC 0.00% No change 6,434 $258K
Harbour Investments, Inc. 0.01% Reduce -1.2% 6,422 $258K
Wealth Enhancement Advisory Services, LLC 0.00% No change 6,259 $251K
Sequent Planning LLC 0.07% Add +12.8% 6,257 $251K
Maridea Wealth Management LLC 0.04% Reduce -0.6% 6,161 $248K
Triad Wealth Partners, LLC 0.03% New 6,048 $243K
J.W. Cole Advisors, Inc. 0.00% No change 5,994 $240K
Spire Wealth Management 0.01% No change 5,666 $227K
Orion Porfolio Solutions, LLC 0.00% Reduce -0.5% 5,587 $224K
Beacon Financial Advisory LLC 0.05% No change 5,560 $223K
Prosperity Consulting Group, LLC 0.01% Reduce -2.4% 5,519 $221K
Stratos Wealth Advisors, LLC 0.01% Reduce -28.0% 5,303 $213K
Stonebridge Financial Group, LLC 0.02% No change 5,267 $211K
Archer Investment Corp 0.05% Reduce -6.1% 5,257 $211K
TrueWealth Advisors, LLC 0.06% Reduce -35.0% 5,084 $204K
Barclays PLC 0.00% Add +47.5% 4,999 $200K
Geneos Wealth Management Inc. 0.00% Reduce -16.1% 3,395 $136K
Cwm, LLC 0.00% Reduce -0.7% 2,840 $114K
Hazlett, Burt & Watson, Inc. 0.04% No change 2,735 $110K

"% 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.

Show all 119 holders