FT Vest US Equity Moderate BGJULETF
13F holders, Q1 2026 (March 31)127holders −3
10new positions
10sold out
1famous investor
$40.78avg. 13F price*
At the end of Q1 2026, 127 institutions reported holding FT Vest US Equity Moderate B (GJUL) in their 13F filings, down 3 from Q4 2025. 10 opened new positions and 10 sold out. The largest holders were Raymond James Financial Inc. ($43.1M), Osaic Holdings, Inc. ($22.7M) and Commonwealth Equity Services, LLC ($15.4M). 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
- 33740U661
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $3.3M |
| Exits | 10 | $16.8M |
All 13F filers, Q4 2025 → Q1 2026: 108,412 shares bought and 906,669 shares sold, net −798,257 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 127 holders
| Raymond James Financial Inc. | 0.01% | Reduce -4.7% | 1,056,560 | $43.1M |
| Osaic Holdings, Inc. | 0.03% | Reduce -18.4% | 556,417 | $22.7M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -12.6% | 378,030 | $15.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.8% | 308,922 | $12.6M |
| LPL Financial LLC | 0.00% | Reduce -2.5% | 259,850 | $10.6M |
| Cetera Investment Advisers | 0.01% | Reduce -0.5% | 236,272 | $9.6M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -3.7% | 191,158 | $7.8M |
| Truist Financial Corp. | 0.01% | Reduce -4.4% | 185,904 | $7.6M |
| Integrated Wealth Concepts LLC | 0.05% | No change | 166,158 | $6.8M |
| Dagco, Inc. | 1.39% | Reduce -12.0% | 157,406 | $6.4M |
| Americana Partners, LLC | 0.11% | Reduce -37.9% | 108,322 | $4.4M |
| Sunbelt Securities, Inc. | 0.25% | Reduce -1.0% | 97,086 | $4.0M |
| MML Investors Services, LLC | 0.01% | Reduce -16.1% | 96,023 | $3.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.9% | 84,510 | $3.4M |
| Park Avenue Securities LLC | 0.02% | Reduce -0.4% | 53,379 | $2.2M |
| City Holding Co. | 0.23% | Reduce -6.3% | 44,775 | $1.8M |
| Avantra Family Wealth, Inc. | 1.31% | Add +0.5% | 43,246 | $1.8M |
| CreativeOne Wealth, LLC | 0.04% | Reduce 0.0% | 42,182 | $1.7M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -10.6% | 36,492 | $1.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.08% | No change | 34,000 | $1.4M |
| Kestra Investment Management, LLC | 0.02% | Reduce -0.8% | 31,572 | $1.3M |
| NewEdge Advisors, LLC | 0.00% | Reduce -7.3% | 30,800 | $1.3M |
| Wood Tarver Financial Group, LLC | 0.33% | Add +0.1% | 29,532 | $1.2M |
| E&G Advisors, LLC | 0.25% | No change | 27,200 | $1.1M |
| Diligent Investors, LLC | 0.27% | No change | 26,493 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.01% | New | 25,485 | $1.0M |
| MAI Capital Management | 0.01% | Reduce -3.0% | 23,241 | $948K |
| HBW Advisory Services LLC | 0.10% | Reduce -0.4% | 22,299 | $909K |
| United Capital Financial Advisors, LLC | 0.01% | No change | 21,947 | $895K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Add +94.5% | 21,320 | $869K |
| Elevation Point Wealth Partners, LLC | 0.02% | No change | 20,557 | $838K |
| Vestmark Advisory Solutions, Inc. | 0.01% | No change | 20,557 | $838K |
| Avidian Wealth Enterprises, LLC | 0.03% | No change | 19,826 | $808K |
| Kovack Advisors, Inc. | 0.04% | Reduce -8.3% | 19,452 | $793K |
| Integrity Financial Corp | 0.38% | No change | 18,827 | $768K |
| Kintra Wealth, LLC | 0.05% | New | 18,800 | $767K |
| Daymark Wealth Partners, LLC | 0.02% | No change | 18,208 | $742K |
| Tanglewood Legacy Advisors, LLC | 0.26% | No change | 17,943 | $732K |
| Prospera Financial Services Inc | 0.01% | Reduce -8.1% | 16,133 | $658K |
| HighTower Advisors, LLC | 0.00% | Reduce -67.1% | 15,850 | $646K |
| Uptick Partners, LLC | 0.13% | Reduce -6.8% | 15,673 | $639K |
| Keystone Wealth Services, LLC | 0.13% | New | 14,852 | $606K |
| Keating Financial Advisory Services, Inc. | 0.10% | Reduce -1.2% | 14,801 | $604K |
| Susquehanna International Group, LLP | 0.00% | New | 14,637 | $597K |
| Royal Bank of Canada | 0.00% | Reduce -6.9% | 14,219 | $580K |
| Nvest Financial, LLC | 0.21% | No change | 13,865 | $565K |
| Old Mission Capital LLC | 0.01% | Reduce -52.4% | 13,608 | $555K |
| Ferguson Shapiro LLC | 0.16% | Reduce -60.8% | 13,034 | $531K |
| Mutual Advisors, LLC | 0.01% | No change | 12,393 | $505K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 11,560 | $471K |
| FSB Premier Wealth Management, Inc. | 0.15% | No change | 11,528 | $470K |
| Harbour Investments, Inc. | 0.01% | Add +215.3% | 11,522 | $470K |
| Alpha Financial Partners LLC | 0.26% | Add +8.3% | 10,793 | $440K |
| Norden Group LLC | 0.04% | No change | 10,434 | $425K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -0.8% | 9,875 | $403K |
| Hartford Financial Management Inc. | 0.10% | Reduce -11.6% | 9,790 | $399K |
| Citadel Advisors | 0.00% | Reduce -45.3% | 9,705 | $396K |
| Arkadios Wealth Advisors | 0.01% | Reduce -2.6% | 9,500 | $387K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 9,294 | $379K |
| CoreCap Advisors, LLC | 0.01% | Add +1.6% | 9,174 | $374K |
| Mgo One Seven LLC | 0.01% | No change | 9,066 | $370K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | No change | 9,000 | $367K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 9,000 | $367K |
| REAP Financial Group, LLC | 0.07% | Reduce -1.0% | 8,881 | $362K |
| AE Wealth Management LLC | 0.00% | Reduce -48.6% | 8,840 | $360K |
| Bouchey Financial Group, Ltd. | 0.03% | Reduce -2.9% | 8,365 | $350K |
| XY Planning Network, Inc. | 0.05% | No change | 8,396 | $344K |
| Archer Investment Corp | 0.07% | Reduce -4.3% | 8,318 | $339K |
| Brookstone Capital Management | 0.00% | Reduce -0.1% | 8,206 | $335K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Add +4.3% | 8,062 | $329K |
| MBL Wealth, LLC | 0.02% | No change | 8,000 | $326K |
| Sequent Planning LLC | 0.08% | No change | 7,946 | $324K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 7,418 | $315K |
| Ergawealth Advisors, Inc. | 0.13% | No change | 7,369 | $300K |
| Sanctuary Advisors, LLC | 0.00% | No change | 7,206 | $294K |
| Madrona Financial Services, LLC | 0.06% | No change | 7,020 | $286K |
| Triumph Capital Management | 0.06% | Add +43.8% | 6,861 | $280K |
| DHJJ Financial Advisors, Ltd. | 0.09% | No change | 6,733 | $275K |
| PKS Advisory Services, LLC | 0.06% | Reduce -5.6% | 6,474 | $264K |
| Kestra Private Wealth Services, LLC | 0.00% | No change | 6,470 | $264K |
| Captrust Financial Advisors | 0.00% | No change | 6,418 | $262K |
| Centaurus Financial, Inc. | 0.01% | No change | 6,389 | $261K |
| Independent Financial Group, LLC | 0.01% | Reduce -7.4% | 6,245 | $255K |
| Grantvest Financial Group LLC | 0.16% | Reduce -4.0% | 6,152 | $251K |
| Next Level Private LLC | 0.06% | No change | 6,110 | $249K |
| Goldman Sachs Group Inc. | 0.00% | New | 6,001 | $245K |
| NWF Advisory Services Inc. | 0.03% | Reduce -13.6% | 5,820 | $237K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -27.8% | 5,766 | $235K |
| Grant Street Asset Management, Inc. | 0.05% | No change | 5,735 | $234K |
| Focus Partners Wealth | 0.00% | Reduce -41.9% | 5,697 | $232K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +27.0% | 5,642 | $231K |
| Spire Wealth Management | 0.01% | No change | 5,345 | $218K |
| Anfield Capital Management, LLC | 0.06% | No change | 5,262 | $215K |
| HRT Financial LP | 0.00% | Reduce -50.3% | 5,253 | $214K |
| Silver Oak Securities, Incorporated | 0.02% | Add +5.6% | 5,158 | $210K |
| Koshinski Asset Management, Inc. | 0.01% | Reduce -3.4% | 5,140 | $210K |
| Insigneo Advisory Services, LLC | 0.01% | Reduce -4.6% | 4,992 | $204K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 4,965 | $202K |
| Barclays PLC | 0.00% | Add +150.3% | 4,809 | $196K |
| Financial Network Wealth Advisors LLC | 0.18% | No change | 4,250 | $173K |
"% of holder's portfolio" is GJUL's weight in each manager's 13F, not the share of FT Vest US Equity Moderate B the manager owns.