FT Vest US Equity Moderate BGDECETF
13F holders, Q2 2026 (June 30)110holders +2
10new positions
6sold out
2famous investors
$39.59avg. 13F price*
At the end of Q2 2026, 110 institutions reported holding FT Vest US Equity Moderate B (GDEC) in their 13F filings, up 2 from Q1 2026. 10 opened new positions and 6 sold out. The largest holders were Hollencrest Capital Management ($42.7M), First International Bank of Israel Ltd. ($41.1M) and Raymond James Financial Inc. ($19.0M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and 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 (Q2 2026)
- CUSIP
- 33740U679
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $2.0M |
| Exits | 6 | $15.7M |
All 13F filers, Q1 2026 → Q2 2026: 277,973 shares bought and 672,238 shares sold, net −394,265 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 110 holders
| Hollencrest Capital Management | 2.81% | Reduce -3.6% | 1,073,956 | $42.7M |
| First International Bank of Israel Ltd. | 11.20% | No change | 1,032,000 | $41.1M |
| Raymond James Financial Inc. | 0.01% | Reduce -2.7% | 476,098 | $19.0M |
| Archer Investment Corp | 2.49% | Reduce -3.5% | 326,230 | $13.0M |
| Cetera Investment Advisers | 0.01% | Reduce -1.9% | 252,369 | $10.0M |
| New Wave Wealth Advisors LLC | 2.41% | Add +2.5% | 221,872 | $8.8M |
| Harbour Investments, Inc. | 0.09% | Reduce -2.4% | 174,568 | $6.9M |
| Osaic Holdings, Inc. | 0.01% | Add +18.2% | 170,204 | $6.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -19.8% | 133,540 | $5.3M |
| LPL Financial LLC | 0.00% | Reduce -0.8% | 128,058 | $5.1M |
| Gladstone Institutional Advisory LLC | 0.15% | Reduce -1.3% | 118,200 | $4.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +1.8% | 111,049 | $4.4M |
| Farther Finance Advisors, LLC | 0.03% | Add +37069.5% | 110,765 | $4.4M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -28.4% | 98,406 | $3.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.1% | 89,988 | $3.6M |
| Beck Capital Management, LLC | 0.50% | Reduce -3.6% | 67,528 | $2.7M |
| Americana Partners, LLC | 0.06% | Reduce -25.8% | 64,952 | $2.6M |
| US Bancorp \de | 0.00% | Add +25.7% | 63,100 | $2.5M |
| Summit Wealth Group LLC / Co. | 0.18% | No change | 54,449 | $2.2M |
| Wood Tarver Financial Group, LLC | 0.46% | Reduce -4.5% | 49,017 | $2.0M |
| Founders Financial Securities LLC | 0.10% | Add +5.3% | 48,852 | $1.9M |
| Tanglewood Legacy Advisors, LLC | 0.55% | No change | 42,501 | $1.7M |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -6.1% | 39,516 | $1.6M |
| Clearstead Advisors, LLC | 0.01% | No change | 39,283 | $1.6M |
| MML Investors Services, LLC | 0.00% | Add +64.2% | 36,081 | $1.4M |
| NorthCrest Asset Manangement, LLC | 0.03% | No change | 31,887 | $1.3M |
| NewEdge Advisors, LLC | 0.00% | Add +0.5% | 30,180 | $1.2M |
| Mgo One Seven LLC | 0.02% | Reduce -15.7% | 30,006 | $1.2M |
| MAI Capital Management | 0.00% | Reduce -9.7% | 29,323 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.7% | 28,119 | $1.1M |
| Avidian Wealth Enterprises, LLC | 0.03% | No change | 26,051 | $1.0M |
| Bullseye Investment Management, LLC | 0.49% | Reduce -6.4% | 25,286 | $1.0M |
| Arkadios Wealth Advisors | 0.02% | No change | 25,242 | $1.0M |
| Triumph Capital Management | 0.18% | No change | 25,000 | $995K |
| Old Mission Capital LLC | 0.02% | Reduce -31.9% | 24,549 | $977K |
| Citadel Advisors | 0.00% | New | 22,927 | $913K |
| JPMorgan Chase & Co. | 0.00% | Add +2825.9% | 21,652 | $859K |
| Uptick Partners, LLC | 0.12% | Add +4.3% | 19,841 | $790K |
| Susquehanna International Group, LLP | 0.00% | Add +71.6% | 19,532 | $777K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -1.8% | 19,170 | $763K |
| BFI Wealth Solutions, LLC | 0.55% | Add +8.6% | 18,498 | $736K |
| FSB Premier Wealth Management, Inc. | 0.20% | Reduce -0.5% | 18,116 | $721K |
| AQR Capital Management | 0.00% | No change | 17,600 | $701K |
| HBW Advisory Services LLC | 0.06% | Reduce -0.6% | 17,261 | $687K |
| Sequent Planning LLC | 0.14% | No change | 16,920 | $673K |
| REAP Financial Group, LLC | 0.11% | Reduce -1.2% | 16,452 | $655K |
| Pinnacle Wealth Planning Services, Inc. | 0.06% | No change | 15,830 | $630K |
| LVZ, Inc. | 0.06% | No change | 14,608 | $581K |
| Madrona Financial Services, LLC | 0.11% | No change | 14,515 | $578K |
| Ameritas Advisory Services, LLC | 0.01% | Add +12940.6% | 13,823 | $550K |
| Truist Financial Corp. | 0.00% | Reduce -18.6% | 12,855 | $512K |
| Arax Advisory Partners | 0.00% | Add +100.0% | 12,752 | $508K |
| Prime Capital Investment Advisors, LLC | 0.00% | No change | 11,583 | $461K |
| Ogorek Anthony Joseph /NY/ | 0.10% | No change | 10,126 | $403K |
| CoreCap Advisors, LLC | 0.01% | Add +1.6% | 10,057 | $400K |
| DHJJ Financial Advisors, Ltd. | 0.10% | Reduce -1.7% | 8,849 | $352K |
| Mariner, LLC | 0.00% | No change | 8,763 | $349K |
| Brookstone Capital Management | 0.00% | Reduce -33.6% | 8,514 | $339K |
| IFG Advisory, LLC | 0.01% | New | 8,456 | $337K |
| Reicon Wealth Advisors, LLC | 0.21% | Reduce -9.7% | 8,304 | $331K |
| Mutual Advisors, LLC | 0.01% | Reduce -5.5% | 8,076 | $321K |
| Lifeworks Advisors, LLC | 0.03% | No change | 7,834 | $312K |
| Bouchey Financial Group, Ltd. | 0.02% | Reduce -72.8% | 7,766 | $309K |
| Diligent Investors, LLC | 0.07% | No change | 7,500 | $299K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -1.3% | 7,457 | $297K |
| Chris Bulman Inc | 0.11% | No change | 7,432 | $296K |
| Signal Advisors Wealth, LLC | 0.01% | Reduce -13.2% | 7,001 | $279K |
| Money Concepts Capital Corp. | 0.01% | Reduce -3.8% | 6,918 | $275K |
| Keating Financial Advisory Services, Inc. | 0.04% | Reduce -0.5% | 6,782 | $270K |
| Alpha Financial Partners LLC | 0.14% | No change | 6,645 | $264K |
| Grantvest Financial Group LLC | 0.15% | Reduce -22.7% | 6,477 | $258K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 6,351 | $253K |
| AE Wealth Management LLC | 0.00% | Reduce -43.3% | 6,311 | $251K |
| Royal Bank of Canada | 0.00% | No change | 6,279 | $250K |
| HRT Financial LP | 0.00% | Reduce -45.4% | 6,272 | $249K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | No change | 6,132 | $244K |
| Integras Partners LLC | 0.13% | New | 6,000 | $239K |
| Rehmann Capital Advisory Group | 0.01% | No change | 5,995 | $239K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -16.9% | 5,842 | $233K |
| Robertson Stephens Wealth Management, LLC | 0.01% | No change | 5,781 | $230K |
| Stratos Wealth Advisors, LLC | 0.01% | No change | 5,534 | $220K |
| Capasso Planning Partners LLC | 0.11% | New | 5,303 | $211K |
| Foundations Investment Advisors, LLC | 0.00% | New | 5,249 | $209K |
| Integrity Financial Corp | 0.08% | Reduce -1.8% | 4,258 | $169K |
| Compass Financial Management LLC | 0.02% | — | 3,979 | $160K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 3,500 | $139K |
| Evolution Wealth Management Inc. | 0.08% | Reduce -8.0% | 3,487 | $139K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.4% | 34,847 | $121K |
| IFP Advisors, Inc | 0.00% | Add +42.4% | 3,042 | $121K |
| Topsail Wealth Management, LLC | 0.01% | No change | 2,800 | $111K |
| Spire Wealth Management | 0.00% | No change | 2,500 | $100K |
| Ashton Thomas Private Wealth, LLC | 0.00% | No change | 2,200 | $88K |
| Trust Co. of Vermont | 0.00% | — | 1,987 | $79K |
| Noble Wealth Management PBC | 0.03% | No change | 1,900 | $76K |
| Barclays PLC | 0.00% | New | 1,740 | $69K |
| Lanark Financial, Inc. | 0.00% | Add +2.1% | 1,525 | $61K |
| Fifth Third Bancorp | 0.00% | No change | 1,478 | $59K |
| Creative Financial Designs Inc. | 0.00% | Reduce -35.8% | 935 | $37K |
| UBS Group AG | 0.00% | New | 800 | $32K |
| Capital Analysts, LLC | 0.00% | No change | 595 | $24K |
| Signature Equity Partners, LLC | 0.01% | No change | 600 | $24K |
| Financial Network Wealth Advisors LLC | 0.02% | No change | 531 | $21K |
| Morgan Stanley | 0.00% | No change | 471 | $19K |
| Geneos Wealth Management Inc. | 0.00% | No change | 400 | $16K |
| Parallel Advisors, LLC | 0.00% | No change | 350 | $14K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 250 | $10K |
| Tounjian Advisory Partners, LLC | 0.00% | New | 159 | $6K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 100 | $4K |
| Assetmark, Inc. | 0.00% | Reduce -88.1% | 40 | $2K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 20 | $796 |
"% 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.