FT Vest US Equity Moderate BGFEBETF

13F holders, Q2 2026 (June 30)
118holders +7
10new positions
2sold out
2famous investors
$43.94avg. 13F price*

At the end of Q2 2026, 118 institutions reported holding FT Vest US Equity Moderate B (GFEB) in their 13F filings, up 7 from Q1 2026. 10 opened new positions and 2 sold out. The largest holders were Commonwealth Equity Services, LLC ($19.2M), Raymond James Financial Inc. ($18.2M) and Cetera Investment Advisers ($13.0M). 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
33740U737
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 90Q1 2024Q2 2024: 99Q2 2024Q3 2024: 93Q3 2024Q4 2024: 95Q4 2024Q1 2025: 113Q1 2025Q2 2025: 118Q2 2025Q3 2025: 108Q3 2025Q4 2025: 109Q4 2025Q1 2026: 111Q1 2026Q2 2026: 118Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions10$2.7M
Exits2$554K

All 13F filers, Q1 2026 → Q2 2026: 290,047 shares bought and 280,237 shares sold, net +9,810 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 118 holders

Commonwealth Equity Services, LLC 0.02% Add +36.7% 435,657 $19.2M
Raymond James Financial Inc. 0.00% Reduce -16.2% 413,611 $18.2M
Cetera Investment Advisers 0.01% Add +0.4% 294,578 $13.0M
HighTower Advisors, LLC 0.01% Add +2.3% 251,531 $11.1M
Osaic Holdings, Inc. 0.01% Add +6.7% 247,162 $10.9M
LPL Financial LLC 0.00% Reduce -0.8% 175,428 $7.7M
Milestone Asset Management, LLC 0.95% Add +3.2% 136,931 $6.0M
Mariner, LLC 0.01% Reduce -2.3% 134,347 $5.9M
First International Bank of Israel Ltd. 1.56% No change 130,000 $5.7M
Kestra Advisory Services, LLC 0.02% Reduce -20.4% 119,185 $5.2M
Atria Investments, Inc 0.05% Reduce -5.3% 119,151 $5.2M
Truist Financial Corp. 0.01% Reduce -3.7% 112,419 $4.9M
ODonnell Financial Services, LLC 1.25% Reduce -15.6% 96,699 $4.3M
Clear Creek Financial Management, LLC 0.25% Reduce -7.5% 89,248 $3.9M
Tanglewood Legacy Advisors, LLC 1.23% Reduce -3.5% 86,661 $3.8M
Envestnet Asset Management Inc. 0.00% Reduce -18.2% 77,764 $3.4M
MAI Capital Management 0.01% Reduce -10.8% 70,795 $3.1M
Per Stirling Capital Management, LLC. 0.28% Add +3.0% 66,451 $2.9M
Founders Financial Securities LLC 0.13% Add +3.6% 59,408 $2.6M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -19.3% 59,002 $2.6M
Madrona Financial Services, LLC 0.42% Reduce -0.0% 51,525 $2.3M
Mgo One Seven LLC 0.04% Reduce -23.5% 51,103 $2.3M
City Holding Co. 0.23% Reduce -4.4% 45,510 $2.0M
Harbour Investments, Inc. 0.03% Reduce -2.3% 42,997 $1.9M
Janney Montgomery Scott LLC 0.00% Add +1.2% 39,081 $1.7M
Arkadios Wealth Advisors 0.03% Reduce -6.1% 38,877 $1.7M
CreativeOne Wealth, LLC 0.04% Reduce -6.2% 38,813 $1.7M
Range Financial Group LLC 0.45% Reduce -4.6% 37,707 $1.7M
Brookstone Capital Management 0.02% Reduce -3.9% 37,427 $1.6M
Chris Bulman Inc 0.60% Reduce -3.0% 37,258 $1.6M
SMART Wealth LLC 0.33% Reduce -39.3% 35,005 $1.5M
Susquehanna International Group, LLP 0.00% Add +38.4% 34,161 $1.5M
Concurrent Investment Advisors, LLC 0.01% Add +4.2% 33,266 $1.5M
American Alpha Advisors, LLC 0.80% Reduce -6.9% 30,719 $1.4M
Steward Partners Investment Advisory, LLC 0.01% Reduce -1.3% 30,542 $1.3M
Keystone Wealth Services, LLC 0.24% Reduce -10.5% 29,738 $1.3M
Arete Wealth Advisors, LLC 0.08% No change 25,850 $1.1M
Old Mission Capital LLC 0.03% Add +166.7% 24,748 $1.1M
Farther Finance Advisors, LLC 0.01% Add +9348.3% 24,282 $1.1M
Waverly Advisors, LLC 0.01% No change 22,779 $1.0M
Plotkin Financial Advisors, LLC 0.38% Reduce -8.3% 20,645 $909K
Wood Tarver Financial Group, LLC 0.21% No change 19,991 $880K
MML Investors Services, LLC 0.00% Add +56.3% 19,824 $873K
Pinnacle Financial Partners, Inc. 0.01% No change 19,606 $863K
Diligent Investors, LLC 0.18% Reduce -2.9% 18,475 $813K
NewEdge Advisors, LLC 0.00% Add +2.9% 17,882 $787K
Citadel Advisors 0.00% Add +238.2% 16,841 $741K
Uptick Partners, LLC 0.11% Add +26.1% 16,240 $715K
Commonwealth Financial Services, LLC 0.10% No change 16,142 $711K
Langley Wealth Management, LLC 0.69% — 16,014 $705K
Kestra Private Wealth Services, LLC 0.01% Reduce -16.7% 14,625 $644K
Prospera Financial Services Inc 0.01% Reduce -3.3% 14,450 $636K
Ameritas Advisory Services, LLC 0.01% New 13,555 $597K
Mutual Advisors, LLC 0.01% No change 13,314 $586K
Sanctuary Advisors, LLC 0.00% Reduce -7.3% 13,041 $574K
IMG Wealth Management, Inc. 0.31% No change 12,828 $565K
Integrity Financial Corp 0.26% Add +5.8% 12,358 $544K
Cooper Financial Group 0.05% No change 12,331 $543K
StoneX Group Inc. 0.02% Reduce -5.1% 12,028 $529K
Stratos Wealth Advisors, LLC 0.03% Reduce -3.7% 11,727 $516K
Ifrah Financial Services, Inc. 0.11% Reduce -0.6% 10,500 $462K
Diversify Advisory Services, LLC 0.01% New 10,466 $461K
Diversify Wealth Management, LLC 0.01% No change 10,466 $461K
Kintra Wealth, LLC 0.02% New 9,826 $441K
PKS Advisory Services, LLC 0.07% Reduce -2.0% 9,746 $429K
CoreCap Advisors, LLC 0.01% Add +3.2% 9,071 $399K
Gallagher Fiduciary Advisors, LLC 0.01% No change 9,030 $398K
NorthCrest Asset Manangement, LLC 0.01% No change 8,961 $396K
Foundations Investment Advisors, LLC 0.00% Add +3.8% 8,959 $394K
Schulz Wealth, LTD. 0.20% — 8,937 $393K
AQR Capital Management 0.00% Add +6.9% 8,759 $386K
Summit Financial, LLC 0.00% New 8,423 $371K
FSB Premier Wealth Management, Inc. 0.10% Reduce -0.0% 8,369 $368K
Kingswood Wealth Advisors, LLC 0.01% No change 8,189 $361K
Sequent Planning LLC 0.08% Add +4.9% 8,143 $359K
Insigneo Advisory Services, LLC 0.01% No change 7,947 $350K
OneDigital Investment Advisors LLC 0.00% No change 7,900 $348K
Valtinson Bruner Financial Planning LLC 0.08% No change 7,431 $327K
Royal Bank of Canada 0.00% Add +32.4% 7,280 $320K
Nations Financial Group Inc, /Ia/ 0.02% Reduce -1.3% 7,266 $320K
AE Wealth Management LLC 0.00% Add +10.9% 7,235 $319K
Financial Network Wealth Advisors LLC 0.32% No change 7,176 $316K
BFI Wealth Solutions, LLC 0.22% Reduce -0.0% 6,791 $299K
DHJJ Financial Advisors, Ltd. 0.09% No change 6,789 $299K
Principal Securities, Inc. 0.00% Reduce -2.1% 6,773 $298K
Mayfair Advisory Group, LLC 0.09% No change 6,759 $297K
Main Street Financial Solutions, LLC 0.02% Add +7.4% 6,658 $293K
Adamsbrown Wealth Consultants LLC 0.05% Reduce -1.0% 6,606 $291K
Centaurus Financial, Inc. 0.01% No change 6,535 $288K
Compass Financial Services Inc 0.11% No change 6,503 $286K
Beacon Financial Advisory LLC 0.06% No change 6,455 $284K
Keating Financial Advisory Services, Inc. 0.04% Add +18.6% 6,172 $272K
HRT Financial LP 0.00% New 5,796 $255K
Lifestyle Asset Management, Inc. 0.07% New 5,595 $246K
Silverlake Wealth Management LLC 0.04% No change 5,200 $229K
Sovran Advisors, LLC 0.02% No change 4,829 $213K
FWG Investments, LLC. 0.11% New 4,546 $200K
Barclays PLC 0.00% Add +51.4% 4,483 $197K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -6.7% 12,801 $171K
Triumph Capital Management 0.03% No change 3,871 $170K
Reicon Wealth Advisors, LLC 0.09% Reduce -9.8% 3,298 $145K
Evolution Wealth Management Inc. 0.06% No change 2,253 $99K
Arax Advisory Partners 0.00% New 1,844 $81K
Archer Investment Corp 0.01% Add +6.4% 1,501 $66K
Murphy & Mullick Capital Management Corp 0.04% Reduce -17.1% 1,450 $64K
REAP Financial Group, LLC 0.01% Reduce -63.1% 1,092 $48K
Capital Analysts, LLC 0.00% No change 1,051 $46K
Morgan Stanley 0.00% No change 848 $37K
Topsail Wealth Management, LLC 0.00% No change 790 $35K
Signature Equity Partners, LLC 0.01% No change 735 $32K
Benson Wealth Management INC 0.03% Reduce -4.3% 732 $32K
Wilkerson Advisory Group LLC 0.01% No change 712 $31K
Fiduciary Financial Advisors 0.00% New 676 $30K
Global Retirement Partners, LLC 0.00% — 600 $26K
Bullseye Investment Management, LLC 0.01% Reduce -81.6% 460 $20K
Ogorek Anthony Joseph /NY/ 0.00% New 273 $12K
CX Institutional 0.00% Reduce -83.5% 264 $12K
UBS Group AG 0.00% No change 1 $44

"% 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.