FT Vest US Equity Moderate BGMARETF
13F holders, Q4 2025 (December 31)120holders +1
11new positions
12sold out
2famous investors
$40.93avg. 13F price*
At the end of Q4 2025, 120 institutions reported holding FT Vest US Equity Moderate B (GMAR) in their 13F filings, up 1 from Q3 2025. 11 opened new positions and 12 sold out. The largest holders were Raymond James Financial Inc. ($33.0M), Commonwealth Equity Services, LLC ($14.2M) and Osaic Holdings, Inc. ($10.0M). 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 (Q4 2025)
- CUSIP
- 33740F482
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $2.7M |
| Exits | 12 | $5.7M |
All 13F filers, Q3 2025 → Q4 2025: 128,312 shares bought and 1,116,150 shares sold, net −987,838 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 120 holders
| Raymond James Financial Inc. | 0.01% | Reduce -24.8% | 805,088 | $33.0M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -16.6% | 347,058 | $14.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -11.8% | 244,290 | $10.0M |
| Cetera Investment Advisers | 0.01% | Reduce -7.7% | 232,322 | $9.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.7% | 217,481 | $8.9M |
| Kestra Advisory Services, LLC | 0.03% | Add +19.8% | 191,037 | $7.8M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -1.4% | 148,475 | $6.1M |
| Wood Tarver Financial Group, LLC | 1.59% | Reduce -11.3% | 138,197 | $5.7M |
| City Holding Co. | 0.66% | Reduce -1.4% | 131,350 | $5.4M |
| AssuredPartners Investment Advisors, LLC | 0.78% | Reduce -0.2% | 128,059 | $5.2M |
| Bouchey Financial Group, Ltd. | 0.35% | Reduce -1.7% | 114,499 | $4.7M |
| Founders Financial Securities LLC | 0.27% | Add +10.3% | 112,451 | $4.6M |
| LPL Financial LLC | 0.00% | Reduce -60.2% | 91,384 | $3.7M |
| Sunbelt Securities, Inc. | 0.25% | Reduce -7.2% | 90,854 | $3.7M |
| MML Investors Services, LLC | 0.01% | Reduce -46.7% | 83,400 | $3.4M |
| MAI Capital Management | 0.01% | Reduce -3.1% | 62,597 | $2.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -4.7% | 59,499 | $2.4M |
| Uptick Partners, LLC | 0.41% | Reduce -7.1% | 47,003 | $1.9M |
| REAP Financial Group, LLC | 0.35% | Reduce -15.7% | 41,733 | $1.7M |
| Arkadios Wealth Advisors | 0.03% | Add +8.9% | 40,862 | $1.7M |
| Anfield Capital Management, LLC | 0.52% | Reduce -1.1% | 40,636 | $1.7M |
| Truist Financial Corp. | 0.00% | Reduce -1.2% | 37,104 | $1.5M |
| Schulz Wealth, LTD. | 0.96% | Reduce -3.1% | 36,471 | $1.5M |
| Mgo One Seven LLC | 0.02% | Reduce -0.9% | 26,915 | $1.1M |
| NewEdge Advisors, LLC | 0.00% | Reduce -1.6% | 25,772 | $1.1M |
| Ignite Planners, LLC | 0.16% | No change | 24,883 | $1.0M |
| CreativeOne Wealth, LLC | 0.02% | Reduce -3.6% | 22,181 | $908K |
| IMC-Chicago, LLC | 0.02% | Add +37.4% | 22,175 | $908K |
| Diligent Investors, LLC | 0.22% | Reduce -0.6% | 21,883 | $896K |
| Waverly Advisors, LLC | 0.01% | New | 20,041 | $820K |
| Brookstone Capital Management | 0.01% | Reduce -0.1% | 19,131 | $783K |
| Tanglewood Legacy Advisors, LLC | 0.28% | No change | 18,535 | $759K |
| AQR Capital Management | 0.00% | No change | 18,460 | $756K |
| Corus Family Wealth Advisors | 0.57% | Reduce -27.9% | 17,443 | $714K |
| Range Financial Group LLC | 0.23% | Reduce -0.9% | 16,534 | $677K |
| Kovack Advisors, Inc. | 0.03% | Reduce -3.0% | 16,300 | $667K |
| Madrona Financial Services, LLC | 0.14% | No change | 16,039 | $657K |
| Insigneo Advisory Services, LLC | 0.05% | Reduce -1.9% | 15,960 | $653K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | No change | 15,737 | $644K |
| Chris Bulman Inc | 0.28% | Reduce -0.2% | 15,623 | $640K |
| Signal Advisors Wealth, LLC | 0.05% | New | 15,123 | $619K |
| BFI Wealth Solutions, LLC | 0.54% | — | 13,865 | $568K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.2% | 13,721 | $562K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Reduce -0.7% | 12,977 | $531K |
| Centaurus Financial, Inc. | 0.02% | No change | 12,349 | $506K |
| Citadel Advisors | 0.00% | Reduce -32.6% | 12,144 | $497K |
| Stephens Inc. | 0.01% | Reduce -16.5% | 11,821 | $484K |
| Noble Wealth Management PBC | 0.23% | Reduce -20.4% | 11,060 | $453K |
| VestGen Investment Management | 0.25% | Add +20.3% | 11,056 | $453K |
| NorthCrest Asset Manangement, LLC | 0.01% | No change | 10,422 | $427K |
| Mutual Advisors, LLC | 0.01% | Reduce -6.4% | 10,198 | $418K |
| MBL Wealth, LLC | 0.03% | New | 10,000 | $409K |
| Cresset Asset Management, LLC | 0.00% | No change | 9,991 | $409K |
| LVZ, Inc. | 0.04% | No change | 9,513 | $389K |
| Koshinski Asset Management, Inc. | 0.02% | No change | 9,160 | $375K |
| CoreCap Advisors, LLC | 0.01% | Add +5.9% | 9,072 | $371K |
| Bullseye Investment Management, LLC | 0.19% | Reduce -66.3% | 8,950 | $366K |
| Old Mission Capital LLC | 0.01% | Reduce -80.0% | 8,869 | $363K |
| HFG Wealth Management, LLC | 0.19% | No change | 8,447 | $346K |
| Kestra Investment Management, LLC | 0.01% | Add +28.9% | 8,410 | $344K |
| Cary Street Partners Financial LLC | 0.01% | No change | 7,840 | $321K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -5.7% | 7,685 | $315K |
| DHJJ Financial Advisors, Ltd. | 0.10% | No change | 7,660 | $314K |
| Elevation Point Wealth Partners, LLC | 0.02% | No change | 7,646 | $313K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 7,646 | $313K |
| Park Avenue Securities LLC | 0.00% | Add +12.8% | 7,476 | $306K |
| PKS Advisory Services, LLC | 0.07% | Reduce -19.7% | 7,438 | $305K |
| Kestra Private Wealth Services, LLC | 0.00% | No change | 7,205 | $295K |
| Captrust Financial Advisors | 0.00% | No change | 7,200 | $295K |
| Legacy Solutions, LLC | 0.26% | No change | 7,177 | $294K |
| Grantvest Financial Group LLC | 0.18% | Reduce -23.4% | 6,993 | $286K |
| Focus Partners Wealth | 0.00% | No change | 6,910 | $283K |
| AdvisorNet Financial, Inc | 0.01% | No change | 6,806 | $279K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -17.9% | 6,703 | $275K |
| Snowden Capital Advisors LLC | 0.01% | No change | 6,643 | $272K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 6,434 | $263K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 6,259 | $257K |
| Maridea Wealth Management LLC | 0.04% | No change | 6,161 | $252K |
| Triad Wealth Partners, LLC | 0.02% | Reduce -0.1% | 6,039 | $247K |
| HRT Financial LP | 0.00% | Reduce -89.1% | 6,041 | $247K |
| J.W. Cole Advisors, Inc. | 0.01% | No change | 5,994 | $245K |
| Keating Financial Advisory Services, Inc. | 0.03% | — | 5,942 | $243K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -32.8% | 5,894 | $241K |
| Sequent Planning LLC | 0.06% | Reduce -8.7% | 5,712 | $234K |
| Spire Wealth Management | 0.01% | No change | 5,666 | $232K |
| Harbour Investments, Inc. | 0.00% | Reduce -12.5% | 5,620 | $230K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -1.1% | 5,528 | $226K |
| Prosperity Consulting Group, LLC | 0.01% | No change | 5,519 | $226K |
| Susquehanna International Group, LLP | 0.00% | Reduce -64.8% | 5,509 | $226K |
| Stonebridge Financial Group, LLC | 0.02% | No change | 5,267 | $216K |
| Archer Investment Corp | 0.05% | No change | 5,257 | $215K |
| Crux Wealth Advisors | 0.08% | New | 4,947 | $203K |
| BostonPremier Wealth LLC | 0.10% | Reduce -26.0% | 4,919 | $201K |
| Barclays PLC | 0.00% | Reduce -2.1% | 4,895 | $200K |
| ORG Partners LLC | 0.03% | Reduce -98.0% | 3,500 | $143K |
| Geneos Wealth Management Inc. | 0.00% | No change | 3,395 | $139K |
| SageView Advisory Group, LLC | 0.00% | New | 2,975 | $122K |
| Cwm, LLC | 0.00% | Reduce -0.3% | 2,830 | $116K |
| Fifth Third Bancorp | 0.00% | New | 2,792 | $114K |
| Hazlett, Burt & Watson, Inc. | 0.04% | No change | 2,735 | $112K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 2,280 | $93K |
| JPMorgan Chase & Co. | 0.00% | Add +53.2% | 1,941 | $79K |
| Capital Analysts, LLC | 0.00% | No change | 1,859 | $76K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Reduce -0.6% | 1,495 | $61K |
| Integrity Financial Corp | 0.03% | Reduce -17.0% | 1,448 | $59K |
| Financial Network Wealth Advisors LLC | 0.05% | No change | 1,073 | $44K |
| Lanark Financial, Inc. | 0.00% | No change | 940 | $38K |
| Smartleaf Asset Management LLC | 0.00% | New | 928 | $38K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 740 | $30K |
| Allworth Financial LP | 0.00% | No change | 589 | $24K |
| IMG Wealth Management, Inc. | 0.02% | No change | 588 | $24K |
| GPS Wealth Strategies Group, LLC | 0.02% | Reduce -72.1% | 525 | $21K |
| Signature Equity Partners, LLC | 0.01% | — | 402 | $16K |
| Global Retirement Partners, LLC | 0.00% | No change | 400 | $16K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -51.9% | 335 | $14K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 325 | $13K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 300 | $12K |
| LM Advisors LLC | 0.03% | Reduce -95.9% | 338 | $8K |
| Wells Fargo & Company | 0.00% | New | 120 | $5K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 118 | $5K |
"% 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.