FT Vest US Equity Moderate BGFEBETF
13F holders, Q1 2026 (March 31)111holders +2
15new positions
10sold out
2famous investors
$41.03avg. 13F price*
At the end of Q1 2026, 111 institutions reported holding FT Vest US Equity Moderate B (GFEB) in their 13F filings, up 2 from Q4 2025. 15 opened new positions and 10 sold out. The largest holders were Raymond James Financial Inc. ($20.3M), Commonwealth Equity Services, LLC ($13.1M) and Cetera Investment Advisers ($12.1M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- FT Vest US Equity Moderate B
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q1 2026)
- CUSIP
- 33740U737
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $7.7M |
| Exits | 10 | $3.6M |
All 13F filers, Q4 2025 → Q1 2026: 1,251,550 shares bought and 202,668 shares sold, net +1,048,882 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 111 holders
| Raymond James Financial Inc. | 0.01% | Add +42.7% | 493,389 | $20.3M |
| Commonwealth Equity Services, LLC | 0.02% | Add +31.3% | 318,640 | $13.1M |
| Cetera Investment Advisers | 0.01% | Add +12.7% | 293,400 | $12.1M |
| HighTower Advisors, LLC | 0.01% | Add +961.9% | 245,893 | $10.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -1.3% | 231,577 | $9.5M |
| LPL Financial LLC | 0.00% | Add +77.4% | 176,920 | $7.3M |
| Kestra Advisory Services, LLC | 0.02% | Add +41.9% | 149,657 | $6.1M |
| Mariner, LLC | 0.01% | Add +9.8% | 137,554 | $5.7M |
| Milestone Asset Management, LLC | 1.01% | Add +6.7% | 132,733 | $5.5M |
| First International Bank of Israel Ltd. | 1.57% | No change | 130,000 | $5.3M |
| Atria Investments, Inc | 0.06% | Add +7.7% | 125,801 | $5.2M |
| Truist Financial Corp. | 0.01% | Add +321.6% | 116,770 | $4.8M |
| ODonnell Financial Services, LLC | 1.62% | Add +6.3% | 114,605 | $4.7M |
| Sunbelt Securities, Inc. | 0.27% | Reduce -1.0% | 105,188 | $4.3M |
| Clear Creek Financial Management, LLC | 0.30% | Reduce -8.2% | 96,449 | $4.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +15.6% | 95,023 | $3.9M |
| Tanglewood Legacy Advisors, LLC | 1.34% | Add +32.2% | 89,829 | $3.7M |
| MAI Capital Management | 0.02% | Add +298.1% | 79,328 | $3.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +37.5% | 73,089 | $3.0M |
| Mgo One Seven LLC | 0.06% | Add +374.7% | 66,809 | $2.7M |
| Per Stirling Capital Management, LLC. | 0.29% | Reduce -13.7% | 64,507 | $2.7M |
| Founders Financial Securities LLC | 0.14% | Add +9.8% | 57,316 | $2.4M |
| SMART Wealth LLC | 0.69% | Reduce -10.0% | 57,678 | $2.4M |
| Madrona Financial Services, LLC | 0.46% | New | 51,530 | $2.1M |
| City Holding Co. | 0.24% | Reduce -1.4% | 47,607 | $2.0M |
| Harbour Investments, Inc. | 0.03% | Add +39.1% | 43,990 | $1.8M |
| Arkadios Wealth Advisors | 0.03% | Add +10.6% | 41,418 | $1.7M |
| CreativeOne Wealth, LLC | 0.04% | Add +27.2% | 41,393 | $1.7M |
| Range Financial Group LLC | 0.54% | Add +201.6% | 39,511 | $1.6M |
| Brookstone Capital Management | 0.02% | Add +7.4% | 38,925 | $1.6M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.8% | 38,604 | $1.6M |
| Chris Bulman Inc | 0.69% | Add +9.6% | 38,426 | $1.6M |
| Keystone Wealth Services, LLC | 0.29% | New | 33,238 | $1.4M |
| American Alpha Advisors, LLC | 0.79% | Add +0.7% | 32,996 | $1.4M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +341.9% | 31,938 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +10.1% | 30,934 | $1.3M |
| Arete Wealth Advisors, LLC | 0.08% | No change | 25,850 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Add +112.5% | 24,687 | $1.0M |
| Waverly Advisors, LLC | 0.01% | Reduce -3.5% | 22,779 | $936K |
| Plotkin Financial Advisors, LLC | 0.46% | No change | 22,527 | $926K |
| Wood Tarver Financial Group, LLC | 0.23% | Reduce -0.3% | 19,991 | $821K |
| Pinnacle Financial Partners, Inc. | 0.01% | No change | 19,606 | $806K |
| Diligent Investors, LLC | 0.19% | Add +16.5% | 19,025 | $782K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 17,555 | $721K |
| NewEdge Advisors, LLC | 0.00% | Add +16.7% | 17,382 | $714K |
| Commonwealth Financial Services, LLC | 0.10% | Add +26.9% | 16,142 | $663K |
| Prospera Financial Services Inc | 0.01% | Reduce -0.3% | 14,950 | $614K |
| Sanctuary Advisors, LLC | 0.00% | Add +63.7% | 14,069 | $578K |
| Mutual Advisors, LLC | 0.01% | Add +42.6% | 13,314 | $547K |
| Uptick Partners, LLC | 0.11% | Add +80.1% | 12,880 | $529K |
| IMG Wealth Management, Inc. | 0.34% | Reduce -33.8% | 12,828 | $527K |
| MML Investors Services, LLC | 0.00% | Reduce -8.6% | 12,681 | $521K |
| StoneX Group Inc. | 0.03% | Add +134.7% | 12,680 | $521K |
| Cooper Financial Group | 0.05% | New | 12,331 | $507K |
| Stratos Wealth Advisors, LLC | 0.03% | New | 12,172 | $500K |
| Integrity Financial Corp | 0.24% | Add +451.0% | 11,686 | $480K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -26.4% | 11,015 | $453K |
| Diversify Wealth Management, LLC | 0.01% | New | 10,466 | $450K |
| Ifrah Financial Services, Inc. | 0.11% | Reduce -2.7% | 10,564 | $434K |
| PKS Advisory Services, LLC | 0.10% | Add +83.7% | 9,944 | $409K |
| Old Mission Capital LLC | 0.01% | New | 9,279 | $381K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Add +22.3% | 9,030 | $371K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 8,961 | $371K |
| CoreCap Advisors, LLC | 0.01% | Add +0.8% | 8,791 | $361K |
| Foundations Investment Advisors, LLC | 0.00% | Add +25.8% | 8,629 | $355K |
| FSB Premier Wealth Management, Inc. | 0.11% | New | 8,370 | $344K |
| AQR Capital Management | 0.00% | No change | 8,191 | $337K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +49.2% | 8,189 | $336K |
| Insigneo Advisory Services, LLC | 0.02% | Add +8.1% | 7,947 | $327K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 7,900 | $325K |
| Sequent Planning LLC | 0.08% | Add +24.5% | 7,764 | $319K |
| Valtinson Bruner Financial Planning LLC | 0.08% | Add +53.8% | 7,431 | $305K |
| Nations Financial Group Inc, /Ia/ | 0.02% | No change | 7,360 | $302K |
| Financial Network Wealth Advisors LLC | 0.30% | Reduce -0.1% | 7,176 | $295K |
| Principal Securities, Inc. | 0.00% | No change | 6,918 | $284K |
| BFI Wealth Solutions, LLC | 0.27% | Reduce -9.4% | 6,793 | $281K |
| DHJJ Financial Advisors, Ltd. | 0.09% | Reduce -1.6% | 6,789 | $279K |
| Mayfair Advisory Group, LLC | 0.10% | No change | 6,759 | $278K |
| Cwm, LLC | 0.00% | Add +287.8% | 6,705 | $276K |
| Adamsbrown Wealth Consultants LLC | 0.07% | No change | 6,672 | $274K |
| Centaurus Financial, Inc. | 0.01% | Add +76.2% | 6,535 | $269K |
| AE Wealth Management LLC | 0.00% | Add +22.0% | 6,526 | $268K |
| Compass Financial Services Inc | 0.12% | New | 6,503 | $267K |
| Beacon Financial Advisory LLC | 0.06% | No change | 6,455 | $265K |
| Jaffetilchin Investment Partners, LLC | 0.02% | New | 6,340 | $261K |
| Main Street Financial Solutions, LLC | 0.02% | No change | 6,198 | $255K |
| Royal Bank of Canada | 0.00% | New | 5,500 | $226K |
| Keating Financial Advisory Services, Inc. | 0.03% | Reduce -11.7% | 5,205 | $214K |
| Silverlake Wealth Management LLC | 0.05% | No change | 5,200 | $214K |
| Sovran Advisors, LLC | 0.02% | No change | 4,829 | $208K |
| Citadel Advisors | 0.00% | Reduce -54.3% | 4,979 | $205K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -31.6% | 13,725 | $197K |
| Triumph Capital Management | 0.03% | Reduce -80.2% | 3,871 | $159K |
| Reicon Wealth Advisors, LLC | 0.12% | New | 3,657 | $150K |
| Barclays PLC | 0.00% | Add +15.0% | 2,961 | $122K |
| REAP Financial Group, LLC | 0.02% | Reduce -47.4% | 2,959 | $122K |
| Bullseye Investment Management, LLC | 0.06% | No change | 2,500 | $103K |
| Creative Financial Designs Inc. | 0.01% | Add +423.7% | 2,472 | $102K |
| Evolution Wealth Management Inc. | 0.07% | No change | 2,253 | $93K |
| Murphy & Mullick Capital Management Corp | 0.05% | No change | 1,750 | $72K |
"% of holder's portfolio" is GFEB's weight in each manager's 13F, not the share of FT Vest US Equity Moderate B the manager owns.