FT Vest US Equity Moderate BGSEPETF
13F holders, Q1 2025 (March 31)71holders −2
8new positions
9sold out
$34.53avg. 13F price*
At the end of Q1 2025, 71 institutions reported holding FT Vest US Equity Moderate B (GSEP) in their 13F filings, down 2 from Q4 2024. 8 opened new positions and 9 sold out. The largest holders were Commonwealth Equity Services, LLC ($16.0M), Raymond James Financial Inc. ($15.7M) and Kestra Advisory Services, LLC ($9.6M).
- Company
- FT Vest US Equity Moderate B
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q1 2025)
- CUSIP
- 33740U711
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $2.2M |
| Exits | 9 | $12.9M |
All 13F filers, Q4 2024 → Q1 2025: 191,423 shares bought and 1,358,578 shares sold, net −1,167,155 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 71 holders
| Commonwealth Equity Services, LLC | 0.02% | Reduce -20.9% | 462,491 | $16.0M |
| Raymond James Financial Inc. | 0.01% | Reduce -62.3% | 455,069 | $15.7M |
| Kestra Advisory Services, LLC | 0.05% | Reduce -6.3% | 278,658 | $9.6M |
| Osaic Holdings, Inc. | 0.02% | Add +9.7% | 265,435 | $9.2M |
| Stephens Inc. | 0.08% | Reduce -5.4% | 164,345 | $5.7M |
| Cetera Investment Advisers | 0.01% | Add +0.3% | 114,317 | $3.9M |
| Schulz Wealth, LTD. | 2.68% | No change | 101,860 | $3.5M |
| Sunbelt Securities, Inc. | 0.21% | No change | 69,148 | $2.4M |
| LPL Financial LLC | 0.00% | Add +10.1% | 67,315 | $2.3M |
| City Holding Co. | 0.31% | No change | 62,770 | $2.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.9% | 53,868 | $1.9M |
| Wood Tarver Financial Group, LLC | 0.59% | Add +51.8% | 52,104 | $1.8M |
| Archer Investment Corp | 0.42% | Add +54.7% | 46,865 | $1.6M |
| MML Investors Services, LLC | 0.01% | Add +53.2% | 46,824 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +6.8% | 34,674 | $1.2M |
| Founders Financial Securities LLC | 0.09% | Add +78.1% | 32,552 | $1.1M |
| CreativeOne Wealth, LLC | 0.03% | No change | 25,138 | $868K |
| Mgo One Seven LLC | 0.03% | New | 21,945 | $758K |
| NorthCrest Asset Manangement, LLC | 0.02% | No change | 21,036 | $726K |
| MAI Capital Management | 0.01% | Reduce -76.3% | 20,320 | $702K |
| Susquehanna International Group, LLP | 0.00% | Reduce -19.9% | 18,319 | $633K |
| Janney Montgomery Scott LLC | 0.00% | Add +16.7% | 18,064 | $624K |
| Jane Street Group, LLC | 0.00% | Add +53.1% | 17,337 | $599K |
| Prospera Financial Services Inc | 0.01% | No change | 16,909 | $584K |
| Brass Tax Wealth Management, Inc. | 0.12% | Reduce -8.1% | 16,705 | $577K |
| Uptick Partners, LLC | 0.19% | Reduce -0.8% | 16,234 | $561K |
| Keystone Wealth Services, LLC | 0.15% | Reduce -0.2% | 15,903 | $549K |
| Truist Financial Corp. | 0.00% | Add +27.3% | 15,809 | $546K |
| REAP Financial Group, LLC | 0.14% | Reduce -0.3% | 15,786 | $545K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +3.4% | 15,425 | $533K |
| Synergy Asset Management, LLC | 0.06% | New | 14,438 | $499K |
| NWF Advisory Services Inc. | 0.07% | New | 13,850 | $478K |
| Spire Wealth Management | 0.02% | Reduce -34.0% | 13,611 | $470K |
| Advyzon Investment Management, LLC | 0.16% | No change | 13,316 | $460K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -31.2% | 13,243 | $457K |
| Tanglewood Legacy Advisors, LLC | 0.19% | Add +819.9% | 12,409 | $429K |
| Harbour Investments, Inc. | 0.01% | Reduce -0.1% | 12,400 | $428K |
| Integrity Financial Corp | 0.23% | No change | 11,774 | $407K |
| Kinloch Capital, LLC | 0.17% | No change | 10,086 | $348K |
| ORG Partners LLC | 0.09% | New | 10,000 | $346K |
| DHJJ Financial Advisors, Ltd. | 0.14% | No change | 9,772 | $337K |
| Gries Financial LLC | 0.06% | No change | 9,673 | $334K |
| BlueChip Wealth Advisors LLC | 0.15% | No change | 9,061 | $313K |
| CoreCap Advisors, LLC | 0.01% | Add +18.0% | 8,717 | $301K |
| FSB Premier Wealth Management, Inc. | 0.10% | No change | 7,068 | $244K |
| Legacy Solutions, LLC | 0.26% | No change | 6,894 | $238K |
| BCGM Wealth Management, LLC | 0.07% | No change | 6,615 | $228K |
| Grantvest Financial Group LLC | 0.18% | No change | 6,527 | $225K |
| Sanctuary Advisors, LLC | 0.00% | No change | 6,241 | $216K |
| Mariner, LLC | 0.00% | No change | 5,880 | $203K |
| AE Wealth Management LLC | 0.00% | Reduce -0.3% | 4,845 | $167K |
| Cwm, LLC | 0.00% | No change | 4,074 | $141K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -13.7% | 3,775 | $130K |
| Aptus Capital Advisors, LLC | 0.00% | Add +17.8% | 3,307 | $114K |
| AdvisorNet Financial, Inc | 0.01% | New | 3,127 | $108K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | No change | 2,807 | $97K |
| Capital Analysts, LLC | 0.00% | No change | 2,240 | $77K |
| UBS Group AG | 0.00% | Add +1171.9% | 1,857 | $64K |
| Larson Financial Group LLC | 0.00% | No change | 1,502 | $52K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 1,300 | $45K |
| JPMorgan Chase & Co. | 0.00% | Add +2272.7% | 1,044 | $36K |
| Principal Securities, Inc. | 0.00% | No change | 1,000 | $35K |
| PFS Partners, LLC | 0.02% | No change | 876 | $30K |
| Farther Finance Advisors, LLC | 0.00% | New | 726 | $25K |
| Transce3nd, LLC | 0.01% | New | 608 | $21K |
| Wells Fargo & Company | 0.00% | No change | 548 | $19K |
| Barclays PLC | 0.00% | Reduce -91.5% | 402 | $14K |
| Noble Wealth Management PBC | 0.01% | No change | 325 | $11K |
| EPG Wealth Management LLC | 0.00% | No change | 300 | $10K |
| Creative Financial Designs Inc. | 0.00% | No change | 100 | $3K |
| Ashton Thomas Securities, LLC | 0.00% | New | 20 | $697 |
"% of holder's portfolio" is GSEP's weight in each manager's 13F, not the share of FT Vest US Equity Moderate B the manager owns.