FT Vest US Equity Moderate BGSEPETF
13F holders, Q2 2025 (June 30)79holders +8
10new positions
3sold out
1famous investor
$36.63avg. 13F price*
At the end of Q2 2025, 79 institutions reported holding FT Vest US Equity Moderate B (GSEP) in their 13F filings, up 8 from Q1 2025. 10 opened new positions and 3 sold out. The largest holders were Commonwealth Equity Services, LLC ($16.9M), Raymond James Financial Inc. ($13.6M) and Kestra Advisory Services, LLC ($9.6M). 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 (Q2 2025)
- CUSIP
- 33740U711
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $2.5M |
| Exits | 3 | $630K |
All 13F filers, Q1 2025 → Q2 2025: 197,022 shares bought and 376,017 shares sold, net −178,995 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 79 holders
| Commonwealth Equity Services, LLC | 0.02% | Reduce -0.3% | 460,929 | $16.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -18.7% | 370,049 | $13.6M |
| Kestra Advisory Services, LLC | 0.05% | Reduce -6.5% | 260,462 | $9.6M |
| Osaic Holdings, Inc. | 0.02% | Reduce -12.3% | 232,872 | $8.5M |
| First International Bank of Israel Ltd. | 3.12% | — | 144,500 | $5.3M |
| Cetera Investment Advisers | 0.01% | Add +15.6% | 132,193 | $4.8M |
| Schulz Wealth, LTD. | 2.77% | Reduce -0.8% | 101,020 | $3.7M |
| LPL Financial LLC | 0.00% | Add +9.8% | 73,896 | $2.7M |
| Sunbelt Securities, Inc. | 0.21% | No change | 69,148 | $2.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +16.6% | 62,821 | $2.3M |
| City Holding Co. | 0.30% | Reduce -1.7% | 61,693 | $2.3M |
| Wood Tarver Financial Group, LLC | 0.62% | Add +7.0% | 55,746 | $2.0M |
| JPMorgan Chase & Co. | 0.00% | Add +5060.3% | 53,874 | $2.0M |
| Archer Investment Corp | 0.41% | Reduce -0.3% | 46,714 | $1.7M |
| MML Investors Services, LLC | 0.00% | Reduce -20.7% | 37,151 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.8% | 33,720 | $1.2M |
| Founders Financial Securities LLC | 0.09% | Reduce -0.0% | 32,548 | $1.2M |
| Mgo One Seven LLC | 0.04% | Add +35.2% | 29,662 | $1.1M |
| CreativeOne Wealth, LLC | 0.02% | No change | 25,138 | $922K |
| MAI Capital Management | 0.00% | Reduce -5.9% | 19,117 | $701K |
| Uptick Partners, LLC | 0.19% | Add +12.0% | 18,184 | $667K |
| Old Mission Capital LLC | 0.02% | New | 17,444 | $640K |
| Prospera Financial Services Inc | 0.01% | No change | 16,909 | $620K |
| UBS Group AG | 0.00% | Add +807.0% | 16,843 | $618K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -6.8% | 16,839 | $617K |
| Truist Financial Corp. | 0.00% | Add +4.3% | 16,488 | $605K |
| Brass Tax Wealth Management, Inc. | 0.12% | Reduce -2.2% | 16,345 | $599K |
| Keystone Wealth Services, LLC | 0.14% | No change | 15,903 | $583K |
| REAP Financial Group, LLC | 0.14% | No change | 15,786 | $579K |
| Sanctuary Advisors, LLC | 0.00% | Add +152.3% | 15,743 | $577K |
| Kestra Private Wealth Services, LLC | 0.01% | No change | 15,425 | $566K |
| NWF Advisory Services Inc. | 0.06% | No change | 13,850 | $508K |
| NorthCrest Asset Manangement, LLC | 0.01% | Reduce -35.5% | 13,572 | $500K |
| Susquehanna International Group, LLP | 0.00% | Reduce -32.0% | 12,453 | $457K |
| Tanglewood Legacy Advisors, LLC | 0.17% | Reduce -7.3% | 11,507 | $422K |
| Integrity Financial Corp | 0.19% | Reduce -12.9% | 10,257 | $376K |
| Advyzon Investment Management, LLC | 0.08% | Reduce -23.8% | 10,148 | $372K |
| Kinloch Capital, LLC | 0.17% | No change | 10,086 | $370K |
| ORG Partners LLC | 0.08% | No change | 10,000 | $367K |
| DHJJ Financial Advisors, Ltd. | 0.13% | No change | 9,772 | $358K |
| Gries Financial LLC | 0.06% | No change | 9,673 | $355K |
| Citadel Advisors | 0.00% | New | 8,934 | $328K |
| CoreCap Advisors, LLC | 0.01% | Reduce -0.9% | 8,636 | $317K |
| Harbour Investments, Inc. | 0.01% | Reduce -31.9% | 8,450 | $310K |
| Spire Wealth Management | 0.01% | Reduce -40.5% | 8,092 | $297K |
| Synergy Asset Management, LLC | 0.03% | Reduce -48.8% | 7,391 | $271K |
| Stephens Inc. | 0.00% | Reduce -95.5% | 7,365 | $270K |
| Evolution Wealth Management Inc. | 0.33% | — | 7,296 | $268K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -45.7% | 7,189 | $264K |
| FSB Premier Wealth Management, Inc. | 0.09% | Reduce -0.2% | 7,057 | $259K |
| Legacy Solutions, LLC | 0.24% | No change | 6,894 | $253K |
| HighTower Advisors, LLC | 0.00% | New | 6,875 | $252K |
| Nations Financial Group Inc, /Ia/ | 0.02% | New | 6,805 | $250K |
| BlueChip Wealth Advisors LLC | 0.10% | Reduce -25.6% | 6,739 | $247K |
| BCGM Wealth Management, LLC | 0.07% | No change | 6,615 | $243K |
| Grantvest Financial Group LLC | 0.18% | No change | 6,527 | $239K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 6,219 | $229K |
| HRT Financial LP | 0.00% | New | 6,196 | $227K |
| Mariner, LLC | 0.00% | No change | 5,880 | $216K |
| StoneX Group Inc. | 0.01% | New | 5,872 | $215K |
| Arkadios Wealth Advisors | 0.01% | New | 5,650 | $207K |
| Barclays PLC | 0.00% | Add +1286.1% | 5,572 | $204K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3,775 | $138K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 3,307 | $121K |
| AdvisorNet Financial, Inc | 0.01% | No change | 3,127 | $115K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | No change | 2,807 | $103K |
| Cwm, LLC | 0.00% | Reduce -31.9% | 2,775 | $102K |
| Ameritas Advisory Services, LLC | 0.01% | New | 2,668 | $98K |
| Capital Analysts, LLC | 0.00% | No change | 2,240 | $82K |
| AE Wealth Management LLC | 0.00% | Reduce -55.4% | 2,163 | $79K |
| Larson Financial Group LLC | 0.00% | No change | 1,502 | $55K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 1,300 | $48K |
| Principal Securities, Inc. | 0.00% | No change | 1,000 | $37K |
| PFS Partners, LLC | 0.02% | No change | 876 | $32K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -11.3% | 644 | $24K |
| Wells Fargo & Company | 0.00% | No change | 548 | $20K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 473 | $17K |
| Creative Financial Designs Inc. | 0.00% | No change | 100 | $4K |
| Ashton Thomas Securities, LLC | 0.00% | No change | 20 | $740 |
"% 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.