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
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $14.1M |
| Exits | 5 | $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 |
| Capital Investment Advisory Services, LLC | 0.00% | Add +109.5% | 1,473 | $61K |
| Evolution Wealth Management Inc. | 0.03% | No change | 1,384 | $58K |
| Bullseye Investment Management, LLC | 0.02% | No change | 1,210 | $50K |
| Lanark Financial, Inc. | 0.00% | No change | 1,000 | $42K |
| Financial Network Wealth Advisors LLC | 0.04% | No change | 962 | $40K |
| Ogorek Anthony Joseph /NY/ | 0.01% | New | 924 | $38K |
| Capital Analysts, LLC | 0.00% | No change | 905 | $38K |
| Smartleaf Asset Management LLC | 0.00% | No change | 831 | $35K |
| IMG Wealth Management, Inc. | 0.02% | No change | 672 | $28K |
| Allworth Financial LP | 0.00% | No change | 336 | $14K |
| Signature Equity Partners, LLC | 0.00% | No change | 212 | $9K |
| Noble Wealth Management PBC | 0.00% | No change | 35 | $1K |
"% 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.