FT Vest US Equity Moderate BGSEPETF
13F holders, Q4 2025 (December 31)127holders +26
35new positions
14sold out
1famous investor
$38.74avg. 13F price*
At the end of Q4 2025, 127 institutions reported holding FT Vest US Equity Moderate B (GSEP) in their 13F filings, up 26 from Q3 2025. 35 opened new positions and 14 sold out. The largest holders were AE Wealth Management LLC ($62.2M), Raymond James Financial Inc. ($28.2M) and Commonwealth Equity Services, LLC ($21.0M). 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 (Q4 2025)
- CUSIP
- 33740U711
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $40.0M |
| Exits | 14 | $15.1M |
All 13F filers, Q3 2025 → Q4 2025: 3,262,718 shares bought and 1,608,392 shares sold, net +1,654,326 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 127 holders
| AE Wealth Management LLC | 0.36% | Add +74173.8% | 1,606,542 | $62.2M |
| Raymond James Financial Inc. | 0.01% | Add +32.4% | 727,879 | $28.2M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -3.7% | 542,393 | $21.0M |
| MAI Capital Management | 0.10% | Reduce -7.4% | 455,359 | $17.6M |
| Osaic Holdings, Inc. | 0.02% | Add +22.9% | 389,050 | $15.1M |
| Kestra Advisory Services, LLC | 0.04% | Add +6.2% | 276,946 | $10.7M |
| Outlook Wealth Advisors, LLC | 2.35% | New | 268,279 | $10.4M |
| Cetera Investment Advisers | 0.01% | Reduce -49.7% | 209,936 | $8.1M |
| Wellment Financial | 8.76% | New | 192,559 | $7.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -67.0% | 167,907 | $6.5M |
| MML Investors Services, LLC | 0.02% | Add +355.2% | 164,670 | $6.4M |
| Americana Partners, LLC | 0.17% | Reduce -10.4% | 161,751 | $6.3M |
| Lloyd Advisory Services, LLC. | 2.20% | New | 146,135 | $5.7M |
| First International Bank of Israel Ltd. | 2.67% | No change | 144,500 | $5.6M |
| US Bancorp \de | 0.01% | Add +35.5% | 143,110 | $5.5M |
| Wood Tarver Financial Group, LLC | 1.39% | Add +84.9% | 127,721 | $4.9M |
| Stratos Wealth Advisors, LLC | 0.21% | Reduce -2.5% | 110,591 | $4.3M |
| HBW Advisory Services LLC | 0.43% | Reduce -1.0% | 102,684 | $4.0M |
| LPL Financial LLC | 0.00% | Add +19.9% | 100,144 | $3.9M |
| Schulz Wealth, LTD. | 2.40% | Reduce -3.0% | 96,780 | $3.7M |
| Networth Advisors, LLC | 2.07% | — | 72,260 | $2.8M |
| Sunbelt Securities, Inc. | 0.17% | Reduce -2.2% | 66,667 | $2.6M |
| City Holding Co. | 0.29% | Add +1.1% | 60,523 | $2.3M |
| ORG Partners LLC | 0.40% | Add +205.8% | 58,263 | $2.3M |
| Integrated Wealth Management | 2.36% | — | 54,126 | $2.1M |
| Advisory Services Network, LLC | 0.03% | Add +2.1% | 53,696 | $2.1M |
| Kraematon Investment Advisors, Inc. | 1.63% | Add +8.2% | 52,657 | $2.0M |
| SMART Wealth LLC | 0.57% | New | 48,651 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +20.7% | 48,565 | $1.9M |
| Archer Investment Corp | 0.42% | Add +31.2% | 48,261 | $1.9M |
| FSA Advisors, Inc. | 1.16% | New | 43,019 | $1.7M |
| Founders Financial Securities LLC | 0.09% | Add +15.0% | 40,350 | $1.6M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +36.9% | 32,140 | $1.2M |
| Kovack Advisors, Inc. | 0.06% | Add +23.4% | 32,025 | $1.2M |
| Avantra Family Wealth, Inc. | 0.83% | New | 29,671 | $1.1M |
| NorthCrest Asset Manangement, LLC | 0.02% | Reduce -19.7% | 27,824 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | Add +2.8% | 26,779 | $1.0M |
| FWG Investments, LLC. | 0.65% | New | 26,478 | $1.0M |
| Blackston Financial Advisory Group, LLC | 0.62% | New | 26,394 | $1.0M |
| Prospera Financial Services Inc | 0.02% | Reduce -8.2% | 25,897 | $1.0M |
| First Heartland Consultants, Inc. | 0.07% | New | 25,490 | $987K |
| Uptick Partners, LLC | 0.21% | Add +23.3% | 25,422 | $985K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -68.7% | 25,173 | $975K |
| Truist Financial Corp. | 0.00% | Add +23.3% | 24,392 | $945K |
| Csenge Advisory Group | 0.04% | New | 21,150 | $819K |
| Goldman Sachs Group Inc. | 0.00% | New | 19,107 | $740K |
| HighTower Advisors, LLC | 0.00% | Add +88.3% | 18,900 | $732K |
| Howard Bailey Securities, LLC | 0.26% | New | 17,297 | $670K |
| Strategic Blueprint, LLC | 0.04% | New | 17,179 | $666K |
| LifeWealth Investments, LLC | 0.20% | New | 16,050 | $622K |
| Waverly Advisors, LLC | 0.01% | New | 15,930 | $617K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -17.1% | 15,719 | $609K |
| REAP Financial Group, LLC | 0.12% | Reduce -30.6% | 15,216 | $589K |
| Diligent Investors, LLC | 0.14% | No change | 15,200 | $589K |
| American Alpha Advisors, LLC | 0.36% | New | 14,815 | $574K |
| NWF Advisory Services Inc. | 0.06% | Add +2.1% | 14,300 | $554K |
| Quest 10 Wealth Builders, Inc. | 0.48% | New | 13,880 | $538K |
| Mutual Advisors, LLC | 0.01% | No change | 13,852 | $537K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Reduce -53.8% | 12,808 | $496K |
| HRT Financial LP | 0.00% | New | 12,720 | $492K |
| Grantvest Financial Group LLC | 0.31% | Add +2.1% | 12,415 | $481K |
| Harbour Investments, Inc. | 0.01% | Reduce -11.4% | 12,366 | $479K |
| Tanglewood Legacy Advisors, LLC | 0.17% | No change | 11,373 | $441K |
| IMC-Chicago, LLC | 0.01% | New | 11,206 | $434K |
| Citadel Advisors | 0.00% | Add +22.7% | 10,967 | $425K |
| Mgo One Seven LLC | 0.01% | New | 10,929 | $423K |
| DHJJ Financial Advisors, Ltd. | 0.14% | No change | 10,625 | $412K |
| Lanark Financial, Inc. | 0.03% | No change | 10,607 | $411K |
| Noble Wealth Management PBC | 0.21% | Reduce -14.0% | 10,605 | $411K |
| CoreCap Advisors, LLC | 0.01% | Add +4.6% | 10,368 | $402K |
| Integrity Financial Corp | 0.20% | Add +1.4% | 10,352 | $401K |
| Advyzon Investment Management, LLC | 0.05% | No change | 10,148 | $393K |
| Kinloch Capital, LLC | 0.17% | No change | 10,086 | $391K |
| Arkadios Wealth Advisors | 0.01% | Add +5.0% | 9,677 | $375K |
| Snowden Capital Advisors LLC | 0.01% | Add +19.6% | 9,564 | $371K |
| Merit Financial Group, LLC | 0.00% | Reduce -3.0% | 9,116 | $353K |
| B. Riley Wealth Advisors, Inc. | 0.02% | No change | 9,000 | $349K |
| FSB Premier Wealth Management, Inc. | 0.11% | Reduce -8.2% | 8,930 | $346K |
| Old Mission Capital LLC | 0.01% | Reduce -49.9% | 8,833 | $342K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +74.3% | 8,646 | $340K |
| Synergy Asset Management, LLC | 0.04% | Reduce -62.8% | 8,777 | $340K |
| BFI Wealth Solutions, LLC | 0.30% | — | 8,230 | $319K |
| Savvy Advisors, Inc. | 0.01% | New | 7,962 | $308K |
| Ignite Planners, LLC | 0.04% | Add +25.2% | 7,452 | $291K |
| Stephens Inc. | 0.00% | No change | 7,365 | $285K |
| Ausdal Financial Partners, Inc. | 0.01% | Reduce -98.6% | 6,660 | $258K |
| BCGM Wealth Management, LLC | 0.07% | No change | 6,615 | $256K |
| Hollencrest Capital Management | 0.01% | No change | 6,572 | $255K |
| Legacy Solutions, LLC | 0.22% | Reduce -13.1% | 6,450 | $250K |
| OneDigital Investment Advisors LLC | 0.00% | New | 6,447 | $250K |
| MBL Wealth, LLC | 0.02% | New | 6,400 | $248K |
| JPMorgan Chase & Co. | 0.00% | New | 6,324 | $245K |
| B.O.S.S. Retirement Advisors, LLC | 0.08% | New | 6,270 | $243K |
| Lifestyle Asset Management, Inc. | 0.08% | No change | 6,050 | $234K |
| Main Street Financial Solutions, LLC | 0.02% | No change | 6,047 | $234K |
| Keating Financial Advisory Services, Inc. | 0.03% | — | 6,028 | $234K |
| Mariner, LLC | 0.00% | No change | 5,880 | $228K |
| Kingdom Financial Group LLC. | 0.07% | New | 5,857 | $227K |
| Koshinski Asset Management, Inc. | 0.01% | Reduce -8.1% | 5,655 | $219K |
| Nations Financial Group Inc, /Ia/ | 0.01% | No change | 5,305 | $206K |
"% 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.