FT Vest US Equity Moderate BGAPRETF

13F holders, Q2 2026 (June 30)
112holders +21
28new positions
5sold out
1famous investor
$41.53avg. 13F price*

At the end of Q2 2026, 112 institutions reported holding FT Vest US Equity Moderate B (GAPR) in their 13F filings, up 21 from Q1 2026. 28 opened new positions and 5 sold out. The largest holders were Raymond James Financial Inc. ($14.3M), Concurrent Investment Advisors, LLC ($13.0M) and Kestra Advisory Services, LLC ($11.3M). 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 2026)
CUSIP
33740F458
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 53Q1 2024Q2 2024: 69Q2 2024Q3 2024: 72Q3 2024Q4 2024: 84Q4 2024Q1 2025: 77Q1 2025Q2 2025: 91Q2 2025Q3 2025: 92Q3 2025Q4 2025: 94Q4 2025Q1 2026: 91Q1 2026Q2 2026: 112Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions28$14.1M
Exits5$4.8M

All 13F filers, Q1 2026 → Q2 2026: 893,557 shares bought and 229,823 shares sold, net +663,734 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 112 holders

Raymond James Financial Inc. 0.00% Reduce -8.8% 343,769 $14.3M
Concurrent Investment Advisors, LLC 0.11% Add +60.7% 312,203 $13.0M
Kestra Advisory Services, LLC 0.04% Add +1.0% 271,963 $11.3M
Envestnet Asset Management Inc. 0.00% Add +8.8% 206,135 $8.6M
Cetera Investment Advisers 0.01% Add +23.4% 193,085 $8.0M
Osaic Holdings, Inc. 0.01% Add +59.3% 183,437 $7.6M
Truist Financial Corp. 0.01% Add +9.4% 170,107 $7.1M
LPL Financial LLC 0.00% Add +67.9% 169,304 $7.1M
Schulz Wealth, LTD. 2.71% — 125,868 $5.2M
Commonwealth Equity Services, LLC 0.01% Add +15.7% 113,391 $4.7M
HighTower Advisors, LLC 0.00% New 99,760 $4.2M
Wood Tarver Financial Group, LLC 0.81% Add +607.9% 82,175 $3.4M
City Holding Co. 0.35% No change 74,425 $3.1M
Susquehanna International Group, LLP 0.00% Add +17.7% 42,136 $1.8M
Founders Financial Securities LLC 0.09% Add +6.4% 40,619 $1.7M
JPMorgan Chase & Co. 0.00% New 38,824 $1.6M
Midwest Financial Network, LLC 1.08% Reduce -22.0% 38,047 $1.6M
Per Stirling Capital Management, LLC. 0.15% Reduce -0.6% 36,767 $1.5M
Tanglewood Legacy Advisors, LLC 0.46% Add +34.8% 33,966 $1.4M
Steward Partners Investment Advisory, LLC 0.01% Add +44.4% 31,918 $1.3M
CreativeOne Wealth, LLC 0.03% Add +20.1% 31,700 $1.3M
Captrust Financial Advisors 0.00% Reduce -10.8% 30,322 $1.3M
ARS Wealth Advisors Group, LLC 0.09% Reduce -1.3% 28,073 $1.2M
Sequent Planning LLC 0.24% Add +223.4% 27,503 $1.1M
Keystone Wealth Services, LLC 0.19% Reduce -15.4% 24,653 $1.0M
MAI Capital Management 0.00% Add +65.1% 23,278 $970K
Citadel Advisors 0.00% Add +10.7% 22,912 $955K
Range Financial Group LLC 0.26% Add +106.7% 22,688 $946K
Archer Investment Corp 0.18% Add +38.6% 21,965 $915K
Visionary Wealth Advisors 0.03% No change 20,386 $850K
Mutual Advisors, LLC 0.02% Add +93.5% 19,822 $826K
Cambridge Investment Research Advisors, Inc. 0.00% Add +4.0% 19,491 $812K
Madrona Financial Services, LLC 0.14% Add +23.7% 18,768 $782K
VestGen Advisors, LLC 0.02% Add +33.5% 18,636 $777K
Sowell Financial Services LLC 0.03% New 18,580 $774K
Waverly Advisors, LLC 0.00% No change 17,611 $734K
MML Investors Services, LLC 0.00% Add +128.6% 17,562 $732K
Keating Financial Advisory Services, Inc. 0.10% Add +13.1% 17,315 $722K
Gallagher Fiduciary Advisors, LLC 0.02% Add +8.7% 15,950 $665K
Janney Montgomery Scott LLC 0.00% Add +3.9% 15,653 $652K
Kovack Advisors, Inc. 0.03% Reduce -2.0% 14,857 $619K
REAP Financial Group, LLC 0.10% No change 14,729 $614K
NewEdge Advisors, LLC 0.00% Add +4.8% 14,271 $595K
FSB Premier Wealth Management, Inc. 0.17% Add +12.8% 14,200 $592K
OneDigital Investment Advisors LLC 0.00% No change 13,723 $572K
Harbour Investments, Inc. 0.01% Add +12.6% 12,943 $539K
Quad-Cities Investment Group, LLC 0.19% New 12,846 $535K
NorthCrest Asset Manangement, LLC 0.01% New 12,517 $523K
Retirement Guys Formula LLC 0.19% Reduce -0.2% 12,154 $507K
Fortress Private Ledger, LLC 0.13% No change 11,803 $492K
HBW Advisory Services LLC 0.04% New 11,758 $490K
New Wave Wealth Advisors LLC 0.13% New 11,339 $473K
Uptick Partners, LLC 0.07% Add +106.9% 11,136 $464K
Main Street Financial Solutions, LLC 0.03% No change 11,066 $461K
Ameritas Advisory Services, LLC 0.01% New 10,675 $445K
Kestra Private Wealth Services, LLC 0.00% New 9,970 $415K
Old Mission Capital LLC 0.01% Reduce -79.6% 9,811 $409K
Mercer Global Advisors Inc. 0.00% No change 9,782 $408K
Avidian Wealth Enterprises, LLC 0.01% Reduce -19.1% 9,586 $399K
CoreCap Advisors, LLC 0.01% Add +1.8% 9,433 $393K
Goldman Sachs Group Inc. 0.00% New 9,383 $391K
Global Retirement Partners, LLC 0.01% — 8,955 $373K
Brookstone Capital Management 0.00% New 8,677 $362K
Commonwealth Financial Services, LLC 0.05% New 8,673 $361K
Wedbush Securities Inc. 0.01% Add +1.2% 8,610 $359K
Lido Advisors, LLC 0.00% Reduce -66.7% 8,400 $350K
Valmark Advisers, Inc. 0.00% New 8,152 $340K
Mgo One Seven LLC 0.01% Add +41.5% 8,023 $334K
LVZ, Inc. 0.03% New 7,917 $330K
Rockefeller Capital Management L.P. 0.00% Add +45.2% 7,840 $327K
Investment Advisory Services Group LLC 0.24% New 7,800 $325K
Bull Harbor Capital LLC 0.06% New 7,613 $317K
First Heartland Consultants, Inc. 0.02% New 7,450 $310K
Prosperity Consulting Group, LLC 0.01% No change 7,173 $299K
Kestra Investment Management, LLC 0.01% No change 7,148 $298K
Koshinski Asset Management, Inc. 0.01% Add +3.8% 6,726 $280K
Diligent Investors, LLC 0.06% Add +18.6% 6,375 $266K
Kintra Wealth, LLC 0.01% No change 6,143 $261K
Gladstone Institutional Advisory LLC 0.01% New 6,150 $256K
Wealth Enhancement Advisory Services, LLC 0.00% Add +73.6% 18,500 $252K
Triad Wealth Partners, LLC 0.01% Reduce -0.3% 5,859 $247K
Chris Bulman Inc 0.09% New 5,851 $244K
BIP Wealth, LLC 0.01% No change 5,850 $244K
Ausdal Financial Partners, Inc. 0.01% New 5,171 $215K
Reicon Wealth Advisors, LLC 0.13% New 5,120 $213K
Bluespring Wealth Management, LLC 0.00% New 5,030 $210K
Sanctuary Advisors, LLC 0.00% New 4,991 $208K
Ameriflex Group, Inc. 0.08% New 4,943 $206K
Farther Finance Advisors, LLC 0.00% Add +1518.4% 4,742 $198K
Integrity Financial Corp 0.09% Add +10.9% 4,431 $185K
IFP Advisors, Inc 0.00% Add +12.7% 4,427 $184K
Geneos Wealth Management Inc. 0.00% No change 4,172 $174K
Spire Wealth Management 0.00% Reduce -8.5% 3,552 $148K
DHJJ Financial Advisors, Ltd. 0.04% Add +22.0% 3,356 $140K
Royal Bank of Canada 0.00% New 3,256 $136K
Arax Advisory Partners 0.00% New 3,223 $134K
Ritter Daniher Financial Advisory LLC / DE 0.02% No change 2,515 $105K
Blue Bell Private Wealth Management, LLC 0.01% Reduce -5.2% 2,480 $103K
Barclays PLC 0.00% No change 2,236 $93K
Fiduciary Financial Advisors 0.01% New 2,150 $90K

"% of holder's portfolio" is GAPR's weight in each manager's 13F, not the share of FT Vest US Equity Moderate B the manager owns.

Show all 112 holders