FT Vest US Equity Moderate BGJANETF
13F holders, Q1 2026 (March 31)119holders +9
18new positions
8sold out
1famous investor
$41.77avg. 13F price*
At the end of Q1 2026, 119 institutions reported holding FT Vest US Equity Moderate B (GJAN) in their 13F filings, up 9 from Q4 2025. 18 opened new positions and 8 sold out. The largest holders were Commonwealth Financial Services, LLC ($36.3M), Raymond James Financial Inc. ($34.3M) and Osaic Holdings, Inc. ($18.9M). 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 (Q1 2026)
- CUSIP
- 33740F516
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $22.1M |
| Exits | 8 | $6.3M |
All 13F filers, Q4 2025 → Q1 2026: 2,693,258 shares bought and 289,753 shares sold, net +2,403,505 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 119 holders
| Commonwealth Financial Services, LLC | 5.75% | Add +724.0% | 866,349 | $36.3M |
| Raymond James Financial Inc. | 0.01% | Add +108.7% | 818,617 | $34.3M |
| Osaic Holdings, Inc. | 0.03% | Add +33.0% | 452,039 | $18.9M |
| REAP Financial Group, LLC | 3.61% | Reduce -9.4% | 436,310 | $18.3M |
| Range Financial Group LLC | 4.37% | Add +0.1% | 310,617 | $13.0M |
| Cetera Investment Advisers | 0.01% | Add +32.9% | 304,235 | $12.8M |
| Commonwealth Equity Services, LLC | 0.02% | Add +133.1% | 264,464 | $11.1M |
| First International Bank of Israel Ltd. | 2.53% | No change | 205,000 | $8.6M |
| LPL Financial LLC | 0.00% | Add +103.8% | 189,145 | $7.9M |
| Kestra Advisory Services, LLC | 0.03% | Add +166.5% | 177,562 | $7.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +13.5% | 169,757 | $7.1M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -4.6% | 131,495 | $5.5M |
| Stratos Wealth Advisors, LLC | 0.28% | Add +866.7% | 107,726 | $4.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -2.1% | 106,467 | $4.5M |
| Americana Partners, LLC | 0.11% | New | 99,882 | $4.2M |
| Private Client Services, LLC | 1.17% | New | 93,248 | $3.9M |
| Truist Financial Corp. | 0.00% | Reduce -21.6% | 86,104 | $3.6M |
| First Heartland Consultants, Inc. | 0.27% | New | 85,328 | $3.6M |
| Tanglewood Legacy Advisors, LLC | 1.29% | Add +20.4% | 84,835 | $3.6M |
| HBW Advisory Services LLC | 0.35% | Add +26.3% | 78,584 | $3.3M |
| Ogorek Anthony Joseph /NY/ | 0.79% | New | 68,836 | $2.9M |
| Anfield Capital Management, LLC | 0.79% | Reduce -0.8% | 68,702 | $2.9M |
| Arax Advisory Partners | 0.08% | New | 64,172 | $2.7M |
| Wood Tarver Financial Group, LLC | 0.58% | Add +54.4% | 49,770 | $2.1M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +828.1% | 49,377 | $2.1M |
| Midwest Financial Network, LLC | 1.52% | Reduce -24.7% | 45,606 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Add +150.1% | 45,374 | $1.9M |
| MML Investors Services, LLC | 0.00% | Add +20.5% | 39,536 | $1.7M |
| Mariner, LLC | 0.00% | Add +1.0% | 38,461 | $1.6M |
| Founders Financial Securities LLC | 0.09% | Add +15.8% | 36,909 | $1.6M |
| Corrado Advisors, LLC | 0.78% | Reduce -4.0% | 35,720 | $1.5M |
| LifeWealth Investments, LLC | 0.44% | No change | 35,295 | $1.5M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +39.8% | 35,223 | $1.5M |
| Citadel Advisors | 0.00% | Add +500.6% | 33,651 | $1.4M |
| Triumph Capital Management | 0.26% | Add +7.5% | 30,172 | $1.3M |
| Ignite Planners, LLC | 0.19% | Add +6.6% | 29,300 | $1.2M |
| Cwm, LLC | 0.00% | Add +273.3% | 29,099 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +4.7% | 27,999 | $1.2M |
| Sequent Planning LLC | 0.26% | Add +197.4% | 26,143 | $1.1M |
| Mutual Advisors, LLC | 0.02% | Add +15.1% | 25,273 | $1.1M |
| Sunbelt Securities, Inc. | 0.07% | Reduce -20.5% | 24,603 | $1.0M |
| HighTower Advisors, LLC | 0.00% | No change | 24,041 | $1.0M |
| Diligent Investors, LLC | 0.23% | New | 22,451 | $941K |
| CreativeOne Wealth, LLC | 0.02% | Add +7.1% | 22,362 | $937K |
| Harbour Investments, Inc. | 0.01% | Add +302.7% | 22,352 | $937K |
| NorthCrest Asset Manangement, LLC | 0.03% | Reduce -25.2% | 21,770 | $916K |
| Pinnacle Financial Partners, Inc. | 0.01% | Reduce -19.6% | 21,307 | $893K |
| NewEdge Advisors, LLC | 0.00% | Reduce -7.1% | 19,505 | $817K |
| Signal Advisors Wealth, LLC | 0.05% | Reduce -5.6% | 18,519 | $776K |
| Milestone Asset Management, LLC | 0.13% | Reduce -6.3% | 16,739 | $702K |
| Keystone Wealth Services, LLC | 0.14% | New | 15,786 | $662K |
| LVZ, Inc. | 0.07% | Add +159.4% | 15,681 | $657K |
| Keating Financial Advisory Services, Inc. | 0.10% | Add +6.9% | 15,271 | $640K |
| Sanctuary Advisors, LLC | 0.00% | New | 14,526 | $609K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Add +98.4% | 14,006 | $587K |
| Old Mission Capital LLC | 0.01% | Reduce -20.3% | 13,969 | $585K |
| Catalina Capital Group, LLC | 0.34% | No change | 13,115 | $550K |
| Modern Wealth Management, LLC | 0.01% | No change | 12,785 | $538K |
| Quad-Cities Investment Group, LLC | 0.21% | Add +120.2% | 12,588 | $528K |
| FSB Premier Wealth Management, Inc. | 0.16% | Add +40.5% | 12,385 | $519K |
| Mgo One Seven LLC | 0.01% | Add +9.0% | 12,277 | $515K |
| Capital Analysts, LLC | 0.01% | Reduce -1.7% | 11,642 | $488K |
| Jane Street Group, LLC | 0.00% | Add +16.7% | 11,601 | $486K |
| Kovack Advisors, Inc. | 0.03% | New | 11,363 | $477K |
| Crosspoint Financial, LLC | 1.20% | New | 11,360 | $476K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Add +47.5% | 11,164 | $468K |
| MAI Capital Management | 0.00% | Add +3.6% | 11,154 | $467K |
| Royal Bank of Canada | 0.00% | Add +258.0% | 11,067 | $464K |
| McKinley Carter Wealth Services, Inc. | 0.03% | Add +28.2% | 10,615 | $445K |
| Nations Financial Group Inc, /Ia/ | 0.02% | No change | 10,540 | $442K |
| Cornerstone Wealth, LLC | 0.23% | — | 9,235 | $406K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +195.2% | 31,269 | $400K |
| Main Street Financial Solutions, LLC | 0.03% | New | 9,072 | $380K |
| Noble Wealth Management PBC | 0.19% | Reduce -10.7% | 8,938 | $375K |
| CoreCap Advisors, LLC | 0.01% | Reduce -22.7% | 8,687 | $364K |
| Harvest Investment Services, LLC | 0.07% | No change | 8,616 | $361K |
| Grantvest Financial Group LLC | 0.23% | Reduce -2.5% | 8,522 | $357K |
| Integrity Financial Corp | 0.18% | Add +14.3% | 8,497 | $356K |
| AE Wealth Management LLC | 0.00% | Add +5.2% | 8,350 | $350K |
| Signature Estate & Investment Advisors LLC | 0.01% | No change | 8,245 | $346K |
| Advisory Services Network, LLC | 0.00% | Add +32.8% | 7,967 | $334K |
| Synergy Asset Management, LLC | 0.04% | Reduce -5.1% | 7,869 | $330K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +18.2% | 7,564 | $317K |
| Miramontes Capital, LLC | 0.11% | Reduce -4.3% | 7,341 | $308K |
| BCGM Wealth Management, LLC | 0.07% | No change | 7,107 | $298K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 7,000 | $293K |
| Summit Financial Wealth Advisors, LLC | 0.04% | New | 6,992 | $293K |
| Uptick Partners, LLC | 0.06% | Add +40.0% | 6,850 | $287K |
| United Capital Financial Advisors, LLC | 0.00% | New | 6,733 | $282K |
| Archer Investment Corp | 0.06% | Add +634.8% | 6,202 | $260K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +23.3% | 6,033 | $253K |
| Arkadios Wealth Advisors | 0.00% | Add +9.9% | 5,948 | $249K |
| Next Level Private LLC | 0.05% | New | 5,794 | $243K |
| MBE Wealth Management, LLC | 0.09% | New | 5,205 | $218K |
| Centaurus Financial, Inc. | 0.01% | Add +11.7% | 4,904 | $206K |
| Blue Bell Private Wealth Management, LLC | 0.03% | New | 4,600 | $193K |
| Signature Equity Partners, LLC | 0.10% | Reduce -60.2% | 4,535 | $190K |
| Benson Wealth Management INC | 0.21% | No change | 3,643 | $153K |
| Morgan Stanley | 0.00% | No change | 2,547 | $107K |
| DHJJ Financial Advisors, Ltd. | 0.03% | Add +72.4% | 2,255 | $95K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | No change | 2,025 | $85K |
| Creative Financial Designs Inc. | 0.00% | Add +7.5% | 1,503 | $63K |
| LM Advisors LLC | 0.34% | Reduce -2.1% | 2,596 | $62K |
| Lanark Financial, Inc. | 0.00% | No change | 1,435 | $60K |
| Financial Network Wealth Advisors LLC | 0.06% | No change | 1,348 | $56K |
| Jones Financial Companies LLLP | 0.00% | New | 1,000 | $41K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +12.1% | 925 | $39K |
| JPMorgan Chase & Co. | 0.00% | Reduce -80.7% | 905 | $37K |
| Bullseye Investment Management, LLC | 0.02% | No change | 830 | $35K |
| Spire Wealth Management | 0.00% | No change | 625 | $26K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 450 | $19K |
| IFP Advisors, Inc | 0.00% | No change | 404 | $17K |
| Larson Financial Group LLC | 0.00% | Add +6166.7% | 376 | $16K |
| Geneos Wealth Management Inc. | 0.00% | No change | 350 | $15K |
| Farther Finance Advisors, LLC | 0.00% | No change | 248 | $10K |
| Assetmark, Inc. | 0.00% | No change | 72 | $3K |
| Key Capital Management, INC | 0.00% | New | 54 | $2K |
| Barclays PLC | 0.00% | Reduce -100.0% | 1 | $42 |
| UBS Group AG | 0.00% | Reduce -99.9% | 1 | $42 |
"% 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.