FT Vest US Equity Moderate BGSEPETF
13F holders, Q3 2025 (September 30)101holders +22
30new positions
9sold out
1famous investor
$38.09avg. 13F price*
At the end of Q3 2025, 101 institutions reported holding FT Vest US Equity Moderate B (GSEP) in their 13F filings, up 22 from Q2 2025. 30 opened new positions and 9 sold out. The largest holders were Commonwealth Equity Services, LLC ($21.4M), Raymond James Financial Inc. ($20.9M) and Envestnet Asset Management Inc. ($19.4M). 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 (Q3 2025)
- CUSIP
- 33740U711
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $56.0M |
| Exits | 9 | $4.7M |
All 13F filers, Q2 2025 → Q3 2025: 3,245,897 shares bought and 158,252 shares sold, net +3,087,645 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 101 holders
| Commonwealth Equity Services, LLC | 0.03% | Add +22.2% | 563,104 | $21.4M |
| Raymond James Financial Inc. | 0.01% | Add +48.5% | 549,611 | $20.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +709.0% | 508,244 | $19.4M |
| MAI Capital Management | 0.12% | Add +2471.4% | 491,573 | $18.7M |
| Ausdal Financial Partners, Inc. | 0.86% | New | 461,445 | $17.6M |
| Cetera Investment Advisers | 0.02% | Add +215.6% | 417,142 | $15.9M |
| Osaic Holdings, Inc. | 0.02% | Add +36.0% | 316,649 | $11.9M |
| Kestra Advisory Services, LLC | 0.05% | Add +0.1% | 260,682 | $9.9M |
| Americana Partners, LLC | 0.21% | New | 180,566 | $6.9M |
| Atria Investments, Inc | 0.07% | New | 150,783 | $5.7M |
| First International Bank of Israel Ltd. | 3.12% | No change | 144,500 | $5.5M |
| Stratos Wealth Advisors, LLC | 0.21% | New | 113,390 | $4.3M |
| BAM Wealth Management, LLC | 3.32% | — | 112,686 | $4.3M |
| US Bancorp \de | 0.00% | New | 105,649 | $4.0M |
| HBW Advisory Services LLC | 0.44% | New | 103,710 | $3.9M |
| Schulz Wealth, LTD. | 2.51% | Reduce -1.2% | 99,765 | $3.8M |
| LPL Financial LLC | 0.00% | Add +13.1% | 83,554 | $3.2M |
| CreativeOne Wealth, LLC | 0.07% | Add +219.7% | 80,372 | $3.1M |
| Wood Tarver Financial Group, LLC | 0.78% | Add +23.9% | 69,085 | $2.6M |
| Sunbelt Securities, Inc. | 0.18% | Reduce -1.4% | 68,187 | $2.6M |
| City Holding Co. | 0.29% | Reduce -2.9% | 59,893 | $2.3M |
| Advisory Services Network, LLC | 0.03% | New | 52,613 | $2.0M |
| Kraematon Investment Advisors, Inc. | 1.59% | New | 48,670 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +19.3% | 40,237 | $1.5M |
| Archer Investment Corp | 0.32% | Reduce -21.3% | 36,774 | $1.4M |
| MML Investors Services, LLC | 0.00% | Reduce -2.6% | 36,175 | $1.4M |
| Jane Street Group, LLC | 0.00% | New | 36,149 | $1.4M |
| Founders Financial Securities LLC | 0.09% | Add +7.8% | 35,097 | $1.3M |
| NorthCrest Asset Manangement, LLC | 0.03% | Add +155.4% | 34,664 | $1.3M |
| Prospera Financial Services Inc | 0.02% | Add +66.8% | 28,209 | $1.1M |
| Gallagher Fiduciary Advisors, LLC | 0.04% | New | 27,702 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | Add +65.5% | 26,050 | $992K |
| Kovack Advisors, Inc. | 0.09% | New | 25,950 | $988K |
| ORG Partners LLC | 0.17% | Add +90.5% | 19,050 | $940K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +52.3% | 23,485 | $894K |
| Synergy Asset Management, LLC | 0.03% | Add +219.4% | 23,605 | $878K |
| REAP Financial Group, LLC | 0.18% | Add +38.8% | 21,918 | $835K |
| Uptick Partners, LLC | 0.21% | Add +13.4% | 20,614 | $785K |
| Truist Financial Corp. | 0.00% | Add +20.0% | 19,783 | $753K |
| Janney Montgomery Scott LLC | 0.00% | Add +12.6% | 18,963 | $722K |
| VestGen Investment Management | 0.41% | New | 17,741 | $676K |
| Old Mission Capital LLC | 0.02% | Add +1.1% | 17,635 | $672K |
| Brass Tax Wealth Management, Inc. | 0.10% | Reduce -2.4% | 15,960 | $608K |
| Diligent Investors, LLC | 0.15% | New | 15,200 | $579K |
| Keystone Wealth Services, LLC | 0.12% | Reduce -6.5% | 14,861 | $566K |
| World Equity Group, Inc. | 0.12% | New | 14,103 | $537K |
| NWF Advisory Services Inc. | 0.06% | Add +1.1% | 14,000 | $533K |
| Harbour Investments, Inc. | 0.01% | Add +65.2% | 13,962 | $532K |
| Mutual Advisors, LLC | 0.01% | New | 13,852 | $530K |
| Brookstone Capital Management | 0.01% | New | 13,041 | $497K |
| Noble Wealth Management PBC | 0.25% | — | 12,325 | $469K |
| Grantvest Financial Group LLC | 0.32% | Add +86.3% | 12,158 | $463K |
| Tanglewood Legacy Advisors, LLC | 0.17% | Reduce -1.2% | 11,373 | $433K |
| DHJJ Financial Advisors, Ltd. | 0.14% | Add +8.7% | 10,625 | $405K |
| Lanark Financial, Inc. | 0.03% | New | 10,607 | $404K |
| Integrity Financial Corp | 0.19% | Reduce -0.5% | 10,204 | $389K |
| Advyzon Investment Management, LLC | 0.07% | No change | 10,148 | $386K |
| Kinloch Capital, LLC | 0.17% | No change | 10,086 | $384K |
| HighTower Advisors, LLC | 0.00% | Add +46.0% | 10,035 | $382K |
| CoreCap Advisors, LLC | 0.01% | Add +14.8% | 9,910 | $377K |
| FSB Premier Wealth Management, Inc. | 0.12% | Add +37.9% | 9,731 | $371K |
| Gries Financial LLC | 0.06% | No change | 9,673 | $368K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 9,507 | $362K |
| Merit Financial Group, LLC | 0.00% | New | 9,397 | $358K |
| Arkadios Wealth Advisors | 0.01% | Add +63.1% | 9,215 | $351K |
| B. Riley Wealth Advisors, Inc. | 0.02% | New | 9,000 | $343K |
| Citadel Advisors | 0.00% | Add +0.1% | 8,941 | $340K |
| Snowden Capital Advisors LLC | 0.01% | New | 8,000 | $305K |
| Susquehanna International Group, LLP | 0.00% | Reduce -38.6% | 7,651 | $291K |
| Legacy Solutions, LLC | 0.25% | Add +7.6% | 7,420 | $283K |
| Stephens Inc. | 0.00% | No change | 7,365 | $280K |
| BCGM Wealth Management, LLC | 0.07% | No change | 6,615 | $252K |
| Hollencrest Capital Management | 0.01% | New | 6,572 | $250K |
| Koshinski Asset Management, Inc. | 0.02% | New | 6,155 | $234K |
| Lifestyle Asset Management, Inc. | 0.08% | New | 6,050 | $230K |
| Main Street Financial Solutions, LLC | 0.01% | New | 6,047 | $230K |
| Signal Advisors Wealth, LLC | 0.02% | New | 5,998 | $228K |
| Ignite Planners, LLC | 0.04% | New | 5,952 | $227K |
| Mariner, LLC | 0.00% | No change | 5,880 | $224K |
| LM Advisors LLC | 0.03% | New | 5,818 | $222K |
| Evolution Wealth Management Inc. | 0.22% | Reduce -22.6% | 5,651 | $215K |
| Spire Wealth Management | 0.01% | Reduce -31.7% | 5,527 | $210K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Reduce -22.0% | 5,305 | $202K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -20.2% | 4,961 | $189K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +11.3% | 4,200 | $160K |
| Capital Analysts, LLC | 0.00% | Add +51.2% | 3,386 | $129K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 3,307 | $126K |
| Blue Bell Private Wealth Management, LLC | 0.02% | Add +153.8% | 3,300 | $126K |
| AdvisorNet Financial, Inc | 0.01% | No change | 3,127 | $119K |
| Cwm, LLC | 0.00% | Reduce -0.1% | 2,771 | $106K |
| AE Wealth Management LLC | 0.00% | No change | 2,163 | $82K |
| Farther Finance Advisors, LLC | 0.00% | Add +215.8% | 2,034 | $77K |
| Royal Bank of Canada | 0.00% | New | 1,766 | $67K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -56.6% | 1,157 | $44K |
| Larson Financial Group LLC | 0.00% | Reduce -25.5% | 1,119 | $43K |
| Principal Securities, Inc. | 0.00% | No change | 1,000 | $38K |
| PFS Partners, LLC | 0.02% | No change | 876 | $33K |
| Wells Fargo & Company | 0.00% | No change | 548 | $21K |
| Creative Financial Designs Inc. | 0.00% | No change | 100 | $4K |
| Morgan Stanley | 0.00% | New | 97 | $4K |
| Ashton Thomas Securities, LLC | 0.00% | No change | 20 | $768 |
"% 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.