FT Vest US Equity Moderate BGAUGETF

13F holders, Q1 2026 (March 31)
104holders −4
7new positions
9sold out
$38.64avg. 13F price*

At the end of Q1 2026, 104 institutions reported holding FT Vest US Equity Moderate B (GAUG) in their 13F filings, down 4 from Q4 2025. 7 opened new positions and 9 sold out. The largest holders were Arax Advisory Partners ($30.6M), Raymond James Financial Inc. ($11.2M) and Commonwealth Equity Services, LLC ($11.2M).

Company
FT Vest US Equity Moderate B
Filed as
FIRST TR EXCHNG TRADED FD VI (Q1 2026)
CUSIP
33740U653
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 45Q1 2024Q2 2024: 51Q2 2024Q3 2024: 78Q3 2024Q4 2024: 80Q4 2024Q1 2025: 78Q1 2025Q2 2025: 77Q2 2025Q3 2025: 97Q3 2025Q4 2025: 108Q4 2025Q1 2026: 104Q1 2026Q2 2026: 102Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions7$31.9M
Exits9$3.5M

All 13F filers, Q4 2025 → Q1 2026: 975,989 shares bought and 569,826 shares sold, net +406,163 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 104 holders

Arax Advisory Partners 0.86% New 789,886 $30.6M
Raymond James Financial Inc. 0.00% Reduce -17.2% 289,724 $11.2M
Commonwealth Equity Services, LLC 0.02% Reduce -47.6% 288,789 $11.2M
Kestra Advisory Services, LLC 0.03% Add +14.7% 236,018 $9.1M
Americana Partners, LLC 0.16% Reduce -27.0% 157,643 $6.1M
Milestone Asset Management, LLC 1.03% Add +7.2% 144,309 $5.6M
Osaic Holdings, Inc. 0.01% Reduce -0.4% 123,352 $4.8M
LPL Financial LLC 0.00% Reduce -0.6% 112,148 $4.3M
Horizon Investments, LLC 0.03% Add +132.6% 79,816 $3.1M
MAI Capital Management 0.02% Reduce -27.1% 79,528 $3.1M
Cetera Investment Advisers 0.00% Add +2.1% 78,636 $3.0M
City Holding Co. 0.32% No change 66,600 $2.6M
Envestnet Asset Management Inc. 0.00% Reduce -24.6% 58,366 $2.3M
Sage Capital Advisors,llc 0.49% Reduce -1.0% 54,573 $2.1M
Tanglewood Legacy Advisors, LLC 0.76% Reduce -0.1% 54,087 $2.1M
Mgo One Seven LLC 0.04% Reduce -3.6% 49,215 $1.9M
Royal Bank of Canada 0.00% Reduce -4.6% 48,013 $1.9M
Independent Financial Group, LLC 0.04% No change 47,486 $1.8M
Brookstone Capital Management 0.02% Add +0.8% 43,869 $1.7M
Chris Bulman Inc 0.73% Add +2.8% 43,175 $1.7M
WealthPlan Investment Management, LLC 0.09% Reduce -10.0% 40,862 $1.6M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.08% No change 35,170 $1.4M
Susquehanna International Group, LLP 0.00% Add +118.9% 32,296 $1.3M
Cambridge Investment Research Advisors, Inc. 0.00% No change 30,426 $1.2M
Concurrent Investment Advisors, LLC 0.01% Add +223.0% 29,011 $1.1M
Sanctuary Advisors, LLC 0.01% No change 27,741 $1.1M
Truist Financial Corp. 0.00% Reduce -0.3% 26,116 $1.0M
Kovack Advisors, Inc. 0.05% Reduce -1.9% 23,385 $905K
CreativeOne Wealth, LLC 0.02% No change 22,243 $861K
Centaurus Financial, Inc. 0.04% Reduce -6.3% 21,231 $822K
Mutual Advisors, LLC 0.02% No change 21,109 $817K
Uptick Partners, LLC 0.14% No change 18,675 $723K
LVZ, Inc. 0.08% No change 17,960 $695K
United Capital Financial Advisors, LLC 0.00% No change 17,885 $693K
Kestra Investment Management, LLC 0.01% Add +34.7% 17,597 $681K
FSB Premier Wealth Management, Inc. 0.21% No change 17,543 $679K
Wood Tarver Financial Group, LLC 0.18% Add +5.7% 16,897 $654K
Harbour Investments, Inc. 0.01% Add +36.6% 16,819 $651K
WealthPLAN Partners, LLC 0.12% Reduce -33.6% 16,307 $631K
Captrust Financial Advisors 0.00% Reduce -13.9% 16,230 $628K
HRT Financial LP 0.00% Add +174.5% 14,874 $575K
Savvy Advisors, Inc. 0.01% Reduce -3.0% 13,439 $520K
Anfield Capital Management, LLC 0.14% Reduce -0.0% 12,790 $495K
Kestra Private Wealth Services, LLC 0.01% No change 12,695 $491K
Beacon Pointe Advisors, LLC 0.00% New 12,590 $487K
Bouchey Financial Group, Ltd. 0.04% Reduce -0.3% 12,069 $479K
Sunbelt Securities, Inc. 0.03% Reduce -25.4% 11,763 $455K
Keystone Wealth Services, LLC 0.09% New 10,401 $403K
HBW Advisory Services LLC 0.04% Reduce -5.0% 9,753 $378K
US Bancorp \de 0.00% No change 9,565 $370K
Grantvest Financial Group LLC 0.23% Reduce -4.4% 9,373 $363K
CoreCap Advisors, LLC 0.01% Add +1.6% 9,349 $362K
Mayfair Advisory Group, LLC 0.12% No change 9,123 $353K
JPMorgan Chase & Co. 0.00% Reduce -32.0% 9,022 $344K
Ameritas Advisory Services, LLC 0.01% No change 8,629 $334K
Archer Investment Corp 0.07% Reduce -0.6% 8,014 $310K
Crosspoint Financial, LLC 0.78% No change 8,000 $310K
IMG Wealth Management, Inc. 0.18% Reduce -25.1% 7,468 $289K
Diligent Investors, LLC 0.07% Reduce -2.4% 7,465 $289K
Madrona Financial Services, LLC 0.06% No change 7,308 $283K
NorthCrest Asset Manangement, LLC 0.01% No change 7,106 $276K
Steward Partners Investment Advisory, LLC 0.00% Reduce -4.1% 6,997 $271K
Integrity Financial Corp 0.13% Reduce -19.6% 6,874 $266K
Blue Bell Private Wealth Management, LLC 0.04% Reduce -2.9% 6,667 $258K
Stratos Wealth Advisors, LLC 0.02% Reduce -48.8% 6,426 $249K
Prosperity Consulting Group, LLC 0.01% Reduce -1.7% 6,374 $247K
Keating Financial Advisory Services, Inc. 0.04% Add +1.7% 6,321 $245K
Focus Partners Wealth 0.00% No change 6,000 $232K
Darwin Wealth Management, LLC 0.07% Reduce -51.6% 5,843 $226K
Silver Oak Securities, Incorporated 0.02% No change 5,797 $224K
First Heartland Consultants, Inc. 0.02% Reduce -0.3% 5,686 $220K
RFG Advisory, LLC 0.00% Reduce -5.4% 5,509 $213K
Wealthgarden F.S. LLC 0.14% No change 5,456 $211K
Financial Network Wealth Advisors LLC 0.21% No change 5,369 $208K
Foundations Investment Advisors, LLC 0.00% New 5,331 $206K
NewEdge Advisors, LLC 0.00% Reduce -3.4% 5,210 $202K
DHJJ Financial Advisors, Ltd. 0.07% No change 5,088 $197K
Barclays PLC 0.00% Add +0.1% 5,028 $195K
Cwm, LLC 0.00% Reduce -15.5% 4,669 $181K
Farther Finance Advisors, LLC 0.00% Add +25.2% 4,506 $175K
Triumph Capital Management 0.04% Add +3.1% 4,395 $170K
REAP Financial Group, LLC 0.03% No change 4,297 $166K
Reicon Wealth Advisors, LLC 0.12% No change 4,011 $155K
Benson Wealth Management INC 0.20% No change 3,773 $146K
Wealth Enhancement Advisory Services, LLC 0.00% Add +93.8% 10,541 $134K
Morgan Stanley 0.00% No change 2,930 $113K
Capital Analysts, LLC 0.00% No change 2,866 $111K
Clearstead Advisors, LLC 0.00% No change 2,645 $102K
Advisory Services Network, LLC 0.00% New 2,606 $101K
SOA Wealth Advisors, LLC. 0.01% No change 2,058 $80K
Lanark Financial, Inc. 0.01% No change 1,782 $69K
TopTier Wealth Management, LLC 0.03% New 1,466 $57K
Fifth Third Bancorp 0.00% New 1,393 $54K
Hazlett, Burt & Watson, Inc. 0.02% No change 1,375 $53K
Private Trust Co. NA 0.00% No change 1,169 $46K
Creative Financial Designs Inc. 0.00% No change 1,135 $44K
AE Wealth Management LLC 0.00% Add +60.5% 950 $37K
Topsail Wealth Management, LLC 0.00% No change 700 $27K
National Bank of Canada 0.00% No change 506 $20K
UBS Group AG 0.00% Add +5.3% 500 $19K

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

Show all 104 holders