FT Vest US Equity Moderate BGJANETF

13F holders, Q2 2026 (June 30)
123holders +4
13new positions
6sold out
1famous investor
$44.40avg. 13F price*

At the end of Q2 2026, 123 institutions reported holding FT Vest US Equity Moderate B (GJAN) in their 13F filings, up 4 from Q1 2026. 13 opened new positions and 6 sold out. The largest holders were LPL Financial LLC ($30.2M), Osaic Holdings, Inc. ($21.6M) and REAP Financial Group, LLC ($19.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
FT Vest US Equity Moderate B
Filed as
FIRST TR EXCHNG TRADED FD VI (Q2 2026)
CUSIP
33740F516
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 82Q1 2024Q2 2024: 82Q2 2024Q3 2024: 85Q3 2024Q4 2024: 87Q4 2024Q1 2025: 104Q1 2025Q2 2025: 106Q2 2025Q3 2025: 103Q3 2025Q4 2025: 110Q4 2025Q1 2026: 119Q1 2026Q2 2026: 123Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions13$3.7M
Exits6$5.0M

All 13F filers, Q1 2026 → Q2 2026: 814,267 shares bought and 1,700,055 shares sold, net −885,788 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 123 holders

LPL Financial LLC 0.01% Add +254.7% 670,809 $30.2M
Osaic Holdings, Inc. 0.03% Add +6.0% 479,367 $21.6M
REAP Financial Group, LLC 3.25% Reduce -3.0% 423,037 $19.0M
Cetera Investment Advisers 0.01% Reduce -0.1% 303,873 $13.7M
Range Financial Group LLC 3.66% Reduce -4.2% 297,530 $13.4M
Raymond James Financial Inc. 0.00% Reduce -63.7% 296,910 $13.4M
Commonwealth Equity Services, LLC 0.01% Reduce -2.8% 257,080 $11.6M
First International Bank of Israel Ltd. 2.52% No change 205,000 $9.2M
Commonwealth Financial Services, LLC 1.05% Reduce -80.0% 173,392 $7.8M
Envestnet Asset Management Inc. 0.00% Reduce -3.8% 163,293 $7.4M
Schulz Wealth, LTD. 3.39% — 145,960 $6.6M
Arax Advisory Partners 0.04% Add +101.1% 129,046 $5.8M
Kestra Advisory Services, LLC 0.02% Reduce -32.6% 119,702 $5.4M
Stratos Wealth Advisors, LLC 0.27% Reduce -0.6% 107,086 $4.8M
Truist Financial Corp. 0.00% Add +0.9% 86,926 $3.9M
Tanglewood Legacy Advisors, LLC 1.23% Reduce -0.2% 84,702 $3.8M
First Heartland Consultants, Inc. 0.25% Reduce -0.9% 84,569 $3.8M
HBW Advisory Services LLC 0.31% Reduce -2.6% 76,520 $3.4M
Ogorek Anthony Joseph /NY/ 0.77% No change 68,836 $3.1M
Americana Partners, LLC 0.07% Reduce -32.5% 67,456 $3.0M
Wood Tarver Financial Group, LLC 0.57% Add +8.4% 53,936 $2.4M
Citadel Advisors 0.00% Add +57.1% 52,866 $2.4M
Concurrent Investment Advisors, LLC 0.02% Add +0.3% 49,507 $2.2M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -54.1% 48,914 $2.2M
Janney Montgomery Scott LLC 0.00% Reduce -66.2% 44,446 $2.0M
Farther Finance Advisors, LLC 0.02% Add +17372.2% 43,331 $2.0M
MML Investors Services, LLC 0.00% Reduce -0.8% 39,239 $1.8M
Founders Financial Securities LLC 0.09% Add +6.0% 39,119 $1.8M
Mariner, LLC 0.00% Reduce -1.6% 37,861 $1.7M
Midwest Financial Network, LLC 1.08% Reduce -22.7% 35,233 $1.6M
Corrado Advisors, LLC 0.72% Reduce -2.4% 34,848 $1.6M
LifeWealth Investments, LLC 0.42% Reduce -1.3% 34,828 $1.6M
Kestra Private Wealth Services, LLC 0.02% Reduce -1.7% 34,623 $1.6M
Triumph Capital Management 0.25% Add +0.5% 30,328 $1.4M
Ignite Planners, LLC 0.17% Reduce -4.8% 27,890 $1.3M
Steward Partners Investment Advisory, LLC 0.01% Reduce -2.5% 27,299 $1.2M
Mutual Advisors, LLC 0.02% Add +0.3% 25,350 $1.1M
HighTower Advisors, LLC 0.00% No change 24,041 $1.1M
Diligent Investors, LLC 0.23% No change 22,451 $1.0M
Harbour Investments, Inc. 0.01% Reduce -5.2% 21,195 $954K
NewEdge Advisors, LLC 0.00% Add +4.6% 20,405 $919K
Pinnacle Financial Partners, Inc. 0.01% Reduce -4.5% 20,348 $916K
Sequent Planning LLC 0.19% Reduce -23.3% 20,040 $902K
CreativeOne Wealth, LLC 0.02% Reduce -10.8% 19,937 $898K
Harvest Investment Services, LLC 0.13% Add +124.0% 19,298 $869K
NorthCrest Asset Manangement, LLC 0.02% Reduce -17.0% 18,066 $816K
Signal Advisors Wealth, LLC 0.04% Reduce -4.6% 17,662 $795K
Milestone Asset Management, LLC 0.12% Reduce -0.0% 16,737 $754K
Keystone Wealth Services, LLC 0.13% No change 15,786 $711K
LVZ, Inc. 0.07% No change 15,681 $706K
Keating Financial Advisory Services, Inc. 0.09% Reduce -0.2% 15,237 $686K
Susquehanna International Group, LLP 0.00% Reduce -67.6% 14,681 $661K
Ameritas Advisory Services, LLC 0.01% New 13,860 $624K
Fiduciary Financial Advisors 0.06% New 13,176 $593K
Sanctuary Advisors, LLC 0.00% Reduce -11.7% 12,820 $577K
Modern Wealth Management, LLC 0.01% No change 12,785 $576K
FSB Premier Wealth Management, Inc. 0.16% Reduce -0.1% 12,369 $557K
Mgo One Seven LLC 0.01% No change 12,277 $553K
Capital Analysts, LLC 0.01% No change 11,642 $524K
HRT Financial LP 0.00% New 11,475 $516K
Crosspoint Financial, LLC 1.17% No change 11,360 $511K
Gallagher Fiduciary Advisors, LLC 0.02% No change 11,164 $503K
MAI Capital Management 0.00% No change 11,154 $502K
Royal Bank of Canada 0.00% No change 11,067 $498K
McKinley Carter Wealth Services, Inc. 0.03% Add +2.9% 10,921 $492K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -8.1% 28,729 $484K
Nations Financial Group Inc, /Ia/ 0.02% Reduce -1.7% 10,360 $466K
Synergy Asset Management, LLC 0.04% Add +29.3% 10,177 $458K
Quad-Cities Investment Group, LLC 0.16% Reduce -22.1% 9,807 $442K
Cornerstone Wealth, LLC 0.21% No change 9,235 $418K
Main Street Financial Solutions, LLC 0.03% No change 9,072 $408K
CoreCap Advisors, LLC 0.01% Add +1.8% 8,841 $398K
AE Wealth Management LLC 0.00% Add +4.6% 8,735 $393K
JPMorgan Chase & Co. 0.00% Add +815.0% 8,281 $371K
Signature Estate & Investment Advisors LLC 0.01% No change 8,245 $371K
Integrity Financial Corp 0.18% Reduce -3.1% 8,236 $371K
Grantvest Financial Group LLC 0.21% Reduce -5.5% 8,057 $363K
Advisory Services Network, LLC 0.00% No change 7,967 $359K
Kestra Investment Management, LLC 0.01% New 7,785 $351K
Avidian Wealth Enterprises, LLC 0.01% No change 7,564 $341K
Miramontes Capital, LLC 0.10% Reduce -2.0% 7,197 $324K
BCGM Wealth Management, LLC 0.07% No change 7,107 $320K
Rockefeller Capital Management L.P. 0.00% No change 7,000 $315K
Uptick Partners, LLC 0.05% Reduce -0.2% 6,836 $308K
Summit Financial Wealth Advisors, LLC 0.04% Reduce -2.9% 6,792 $306K
Global Retirement Partners, LLC 0.00% — 6,750 $304K
Noble Wealth Management PBC 0.14% Reduce -26.3% 6,584 $296K
Tounjian Advisory Partners, LLC 0.12% New 6,136 $276K
Arkadios Wealth Advisors 0.00% No change 5,948 $268K
Kovack Advisors, Inc. 0.01% Reduce -48.0% 5,909 $266K
Jane Street Group, LLC 0.00% Reduce -51.6% 5,617 $253K
Archer Investment Corp 0.05% Reduce -11.6% 5,483 $247K
United Capital Financial Advisors, LLC 0.00% Reduce -21.8% 5,268 $237K
MBE Wealth Management, LLC 0.08% No change 5,205 $234K
Centaurus Financial, Inc. 0.01% No change 4,904 $221K
StoneX Group Inc. 0.01% New 4,845 $218K
FWG Investments, LLC. 0.11% New 4,637 $209K
NWF Advisory Services Inc. 0.02% New 4,600 $207K
Foundations Investment Advisors, LLC 0.00% New 4,590 $207K
Blue Bell Private Wealth Management, LLC 0.03% Reduce -0.4% 4,580 $206K

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

Show all 123 holders