FT Vest US Equity Moderate BGDECETF
13F holders, Q1 2026 (March 31)108holders +1
17new positions
6sold out
1famous investor
$36.85avg. 13F price*
At the end of Q1 2026, 108 institutions reported holding FT Vest US Equity Moderate B (GDEC) in their 13F filings, up 1 from Q4 2025. 17 opened new positions and 6 sold out. The largest holders were Hollencrest Capital Management ($41.3M), First International Bank of Israel Ltd. ($38.2M) and Raymond James Financial Inc. ($18.1M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- FT Vest US Equity Moderate B
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q1 2026)
- CUSIP
- 33740U679
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $21.5M |
| Exits | 6 | $1.3M |
All 13F filers, Q4 2025 → Q1 2026: 1,606,637 shares bought and 871,670 shares sold, net +734,967 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 108 holders
| Hollencrest Capital Management | 1.54% | Add +0.2% | 1,114,350 | $41.3M |
| First International Bank of Israel Ltd. | 11.23% | Add +317.8% | 1,032,000 | $38.2M |
| Raymond James Financial Inc. | 0.01% | Add +3.0% | 489,440 | $18.1M |
| Ausdal Financial Partners, Inc. | 0.65% | Add +0.8% | 392,034 | $14.5M |
| Archer Investment Corp | 2.67% | Reduce -0.3% | 337,909 | $12.5M |
| Cetera Investment Advisers | 0.01% | Reduce -36.8% | 257,158 | $9.5M |
| New Wave Wealth Advisors LLC | 2.80% | New | 216,522 | $8.0M |
| Harbour Investments, Inc. | 0.10% | Add +15.0% | 178,842 | $6.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.6% | 166,423 | $6.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -16.0% | 143,984 | $5.3M |
| Kestra Advisory Services, LLC | 0.02% | Add +45.7% | 137,377 | $5.1M |
| LPL Financial LLC | 0.00% | Reduce -3.6% | 129,109 | $4.8M |
| Gladstone Institutional Advisory LLC | 0.16% | New | 119,700 | $4.4M |
| Janney Montgomery Scott LLC | 0.01% | New | 109,046 | $4.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -83.0% | 88,971 | $3.3M |
| Americana Partners, LLC | 0.08% | Reduce -30.9% | 87,479 | $3.2M |
| Beck Capital Management, LLC | 0.59% | Reduce -2.4% | 70,024 | $2.6M |
| Summit Wealth Group LLC / Co. | 0.21% | New | 54,449 | $2.0M |
| Wood Tarver Financial Group, LLC | 0.53% | Add +151.3% | 51,325 | $1.9M |
| US Bancorp \de | 0.00% | Add +27.1% | 50,193 | $1.9M |
| Founders Financial Securities LLC | 0.10% | Add +14.0% | 46,410 | $1.8M |
| Tanglewood Legacy Advisors, LLC | 0.57% | Add +13.0% | 42,501 | $1.6M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +65.1% | 42,080 | $1.6M |
| Clearstead Advisors, LLC | 0.01% | No change | 39,283 | $1.5M |
| Old Mission Capital LLC | 0.03% | Add +23.4% | 36,072 | $1.3M |
| Mgo One Seven LLC | 0.03% | Add +1.1% | 35,599 | $1.3M |
| MAI Capital Management | 0.01% | Reduce -9.4% | 32,462 | $1.2M |
| NorthCrest Asset Manangement, LLC | 0.04% | Reduce -26.1% | 31,887 | $1.2M |
| NewEdge Advisors, LLC | 0.00% | Reduce -6.0% | 30,017 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.3% | 29,808 | $1.1M |
| Bouchey Financial Group, Ltd. | 0.08% | Add +146.8% | 28,527 | $1.1M |
| Bullseye Investment Management, LLC | 0.54% | Reduce -10.3% | 27,020 | $1.0M |
| Avidian Wealth Enterprises, LLC | 0.03% | No change | 26,051 | $964K |
| Arkadios Wealth Advisors | 0.02% | Add +15.7% | 25,242 | $934K |
| Triumph Capital Management | 0.19% | No change | 25,000 | $926K |
| Sunbelt Securities, Inc. | 0.05% | Reduce -6.1% | 22,563 | $835K |
| MML Investors Services, LLC | 0.00% | Reduce -69.9% | 21,968 | $813K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +11.2% | 19,525 | $723K |
| Uptick Partners, LLC | 0.14% | Reduce -2.4% | 19,023 | $704K |
| FSB Premier Wealth Management, Inc. | 0.21% | Reduce -0.5% | 18,210 | $674K |
| Strategic Blueprint, LLC | 0.04% | New | 17,771 | $658K |
| AQR Capital Management | 0.00% | No change | 17,600 | $652K |
| HBW Advisory Services LLC | 0.07% | Add +36.0% | 17,363 | $643K |
| BFI Wealth Solutions, LLC | 0.61% | Reduce -0.4% | 17,027 | $635K |
| Sequent Planning LLC | 0.15% | Add +7.0% | 16,920 | $626K |
| REAP Financial Group, LLC | 0.12% | Reduce -9.6% | 16,655 | $617K |
| Pinnacle Wealth Planning Services, Inc. | 0.06% | Add +99.6% | 15,830 | $586K |
| Truist Financial Corp. | 0.00% | Add +25.2% | 15,789 | $585K |
| Catalina Capital Group, LLC | 0.35% | Reduce -1.5% | 15,504 | $574K |
| LVZ, Inc. | 0.06% | Add +42.0% | 14,608 | $541K |
| Madrona Financial Services, LLC | 0.12% | No change | 14,515 | $537K |
| Brookstone Capital Management | 0.01% | Reduce -43.8% | 12,827 | $475K |
| Prime Capital Investment Advisors, LLC | 0.01% | New | 11,583 | $429K |
| HRT Financial LP | 0.00% | New | 11,490 | $425K |
| Susquehanna International Group, LLP | 0.00% | Reduce -75.6% | 11,385 | $421K |
| AE Wealth Management LLC | 0.00% | Add +17.3% | 11,130 | $412K |
| Ogorek Anthony Joseph /NY/ | 0.10% | New | 10,126 | $374K |
| CoreCap Advisors, LLC | 0.01% | Add +1.4% | 9,898 | $366K |
| Reicon Wealth Advisors, LLC | 0.26% | Add +20.9% | 9,194 | $340K |
| DHJJ Financial Advisors, Ltd. | 0.11% | Reduce -3.0% | 8,999 | $333K |
| Mariner, LLC | 0.00% | Reduce -10.4% | 8,763 | $324K |
| Mutual Advisors, LLC | 0.01% | No change | 8,546 | $316K |
| Grantvest Financial Group LLC | 0.20% | No change | 8,377 | $310K |
| Signal Advisors Wealth, LLC | 0.02% | Reduce -66.8% | 8,067 | $299K |
| Lifeworks Advisors, LLC | 0.04% | No change | 7,834 | $290K |
| Kingsview Wealth Management, LLC | 0.00% | Add +1.8% | 7,557 | $280K |
| Diligent Investors, LLC | 0.07% | No change | 7,500 | $278K |
| Chris Bulman Inc | 0.12% | No change | 7,432 | $275K |
| Money Concepts Capital Corp. | 0.01% | No change | 7,192 | $266K |
| Sanctuary Advisors, LLC | 0.00% | New | 7,027 | $260K |
| Keating Financial Advisory Services, Inc. | 0.04% | Add +5.3% | 6,819 | $252K |
| Alpha Financial Partners LLC | 0.15% | No change | 6,645 | $246K |
| Arax Advisory Partners | 0.01% | New | 6,376 | $236K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 6,351 | $235K |
| Royal Bank of Canada | 0.00% | Reduce -48.5% | 6,279 | $232K |
| Quad-Cities Investment Group, LLC | 0.09% | New | 6,208 | $230K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Reduce -75.4% | 6,132 | $227K |
| Adapt Wealth Advisors, LLC | 0.08% | No change | 6,000 | $222K |
| Rehmann Capital Advisory Group | 0.01% | No change | 5,995 | $222K |
| Robertson Stephens Wealth Management, LLC | 0.01% | No change | 5,781 | $214K |
| Stratos Wealth Advisors, LLC | 0.01% | New | 5,534 | $205K |
| Anfield Capital Management, LLC | 0.05% | No change | 4,539 | $168K |
| Integrity Financial Corp | 0.08% | Add +0.2% | 4,336 | $161K |
| Evolution Wealth Management Inc. | 0.10% | No change | 3,790 | $140K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 3,500 | $130K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +921.6% | 35,347 | $129K |
| Topsail Wealth Management, LLC | 0.02% | No change | 2,800 | $104K |
| Spire Wealth Management | 0.00% | No change | 2,500 | $93K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 2,200 | $81K |
| IFP Advisors, Inc | 0.00% | Add +41.4% | 2,136 | $79K |
| Noble Wealth Management PBC | 0.04% | No change | 1,900 | $70K |
| Lanark Financial, Inc. | 0.00% | No change | 1,494 | $55K |
| Fifth Third Bancorp | 0.00% | No change | 1,478 | $55K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,457 | $54K |
| Cwm, LLC | 0.00% | Add +9.5% | 1,217 | $45K |
| Dunhill Financial, LLC | 0.01% | New | 1,000 | $37K |
| JPMorgan Chase & Co. | 0.00% | Reduce -94.8% | 740 | $27K |
| Signature Equity Partners, LLC | 0.01% | No change | 600 | $22K |
| Capital Analysts, LLC | 0.00% | Reduce -68.9% | 595 | $22K |
| Financial Network Wealth Advisors LLC | 0.02% | No change | 531 | $20K |
| Morgan Stanley | 0.00% | Reduce -29.8% | 471 | $17K |
| Geneos Wealth Management Inc. | 0.00% | No change | 400 | $15K |
| Parallel Advisors, LLC | 0.00% | New | 350 | $13K |
| Assetmark, Inc. | 0.00% | Add +737.5% | 335 | $12K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -12.9% | 298 | $11K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 250 | $9K |
| Basepoint Wealth LLC | 0.00% | New | 200 | $7K |
| Ameritas Advisory Services, LLC | 0.00% | New | 106 | $4K |
"% of holder's portfolio" is GDEC's weight in each manager's 13F, not the share of FT Vest US Equity Moderate B the manager owns.