FT Vest US Equity Moderate BGJULETF
13F holders, Q2 2026 (June 30)127holders
11new positions
11sold out
1famous investor
$43.50avg. 13F price*
At the end of Q2 2026, 127 institutions reported holding FT Vest US Equity Moderate B (GJUL) in their 13F filings, unchanged from Q1 2026. 11 opened new positions and 11 sold out. The largest holders were Raymond James Financial Inc. ($42.5M), Osaic Holdings, Inc. ($14.4M) and LPL Financial LLC ($11.1M). 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
- 33740U661
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $4.7M |
| Exits | 11 | $3.4M |
All 13F filers, Q1 2026 → Q2 2026: 217,994 shares bought and 1,022,920 shares sold, net −804,926 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 127 holders
| Raymond James Financial Inc. | 0.01% | Reduce -7.4% | 977,956 | $42.5M |
| Osaic Holdings, Inc. | 0.02% | Reduce -40.5% | 331,336 | $14.4M |
| LPL Financial LLC | 0.00% | Reduce -1.7% | 255,516 | $11.1M |
| Cetera Investment Advisers | 0.01% | Reduce -18.1% | 193,419 | $8.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -49.6% | 190,520 | $8.3M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -7.5% | 176,856 | $7.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -44.0% | 172,926 | $7.5M |
| Integrated Wealth Concepts LLC | 0.05% | No change | 166,158 | $7.2M |
| Dagco, Inc. | 0.85% | Reduce -32.6% | 106,109 | $4.6M |
| Schulz Wealth, LTD. | 2.27% | — | 101,095 | $4.4M |
| MML Investors Services, LLC | 0.01% | Add +4.3% | 100,152 | $4.4M |
| Truist Financial Corp. | 0.00% | Reduce -49.1% | 94,676 | $4.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +1.1% | 85,438 | $3.7M |
| Americana Partners, LLC | 0.08% | Reduce -24.4% | 81,884 | $3.6M |
| HRT Financial LP | 0.00% | Add +985.6% | 57,025 | $2.5M |
| Park Avenue Securities LLC | 0.01% | No change | 53,379 | $2.3M |
| Founders Financial Securities LLC | 0.11% | New | 49,666 | $2.2M |
| Avantra Family Wealth, Inc. | 1.20% | Add +0.3% | 43,372 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Add +192.2% | 42,770 | $1.9M |
| CreativeOne Wealth, LLC | 0.04% | Reduce -5.1% | 40,045 | $1.7M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.0% | 35,778 | $1.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.07% | No change | 34,000 | $1.5M |
| Kestra Investment Management, LLC | 0.03% | Reduce -1.2% | 31,179 | $1.4M |
| Wood Tarver Financial Group, LLC | 0.30% | Reduce -0.1% | 29,505 | $1.3M |
| E&G Advisors, LLC | 0.23% | Reduce -0.2% | 27,150 | $1.2M |
| City Holding Co. | 0.13% | Reduce -40.2% | 26,775 | $1.2M |
| Diligent Investors, LLC | 0.25% | Reduce -1.9% | 25,993 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -0.1% | 25,448 | $1.1M |
| NewEdge Advisors, LLC | 0.00% | Reduce -19.6% | 24,776 | $1.1M |
| United Capital Financial Advisors, LLC | 0.01% | No change | 21,947 | $955K |
| Kintra Wealth, LLC | 0.05% | Add +7.6% | 20,234 | $903K |
| Elevation Point Wealth Partners, LLC | 0.02% | No change | 20,557 | $894K |
| Vestmark Advisory Solutions, Inc. | 0.01% | No change | 20,557 | $894K |
| Citadel Advisors | 0.00% | Add +109.8% | 20,366 | $886K |
| Avidian Wealth Enterprises, LLC | 0.02% | No change | 19,826 | $862K |
| Kovack Advisors, Inc. | 0.04% | No change | 19,452 | $846K |
| Tanglewood Legacy Advisors, LLC | 0.25% | Reduce -0.9% | 17,783 | $773K |
| Prospera Financial Services Inc | 0.01% | Reduce -1.6% | 15,883 | $691K |
| HighTower Advisors, LLC | 0.00% | No change | 15,850 | $689K |
| Integrity Financial Corp | 0.32% | Reduce -18.7% | 15,304 | $666K |
| Keystone Wealth Services, LLC | 0.12% | Reduce -0.4% | 14,788 | $643K |
| Keating Financial Advisory Services, Inc. | 0.08% | Reduce -0.1% | 14,780 | $643K |
| Uptick Partners, LLC | 0.10% | Reduce -6.8% | 14,614 | $636K |
| Royal Bank of Canada | 0.00% | No change | 14,219 | $618K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -22.0% | 14,199 | $618K |
| Nvest Financial, LLC | 0.19% | No change | 13,865 | $603K |
| Mutual Advisors, LLC | 0.01% | Add +1.9% | 12,628 | $549K |
| Ferguson Shapiro LLC | 0.15% | Reduce -12.4% | 11,423 | $497K |
| Harbour Investments, Inc. | 0.01% | Reduce -1.4% | 11,364 | $494K |
| Arax Advisory Partners | 0.00% | New | 11,213 | $488K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -3.5% | 11,160 | $485K |
| Jane Street Group, LLC | 0.00% | New | 11,059 | $481K |
| Alpha Financial Partners LLC | 0.25% | No change | 10,793 | $469K |
| Norden Group LLC | 0.04% | No change | 10,434 | $454K |
| Capital Asset Advisory Services LLC | 0.02% | New | 10,160 | $442K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Add +22.3% | 9,861 | $429K |
| FSB Premier Wealth Management, Inc. | 0.12% | Reduce -14.6% | 9,851 | $428K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -1.5% | 9,725 | $423K |
| Arkadios Wealth Advisors | 0.01% | No change | 9,500 | $413K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 9,294 | $404K |
| CoreCap Advisors, LLC | 0.01% | Add +1.1% | 9,276 | $403K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | No change | 9,000 | $391K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 9,000 | $391K |
| REAP Financial Group, LLC | 0.06% | Reduce -1.9% | 8,708 | $379K |
| Farther Finance Advisors, LLC | 0.00% | Add +4405.2% | 8,650 | $376K |
| Brookstone Capital Management | 0.00% | Add +2.0% | 8,371 | $364K |
| Archer Investment Corp | 0.07% | Reduce -0.1% | 8,314 | $362K |
| Mgo One Seven LLC | 0.01% | Reduce -10.7% | 8,096 | $352K |
| MBL Wealth, LLC | 0.02% | No change | 8,000 | $348K |
| Axxcess Wealth Management, LLC | 0.01% | New | 7,560 | $329K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 7,418 | $322K |
| AE Wealth Management LLC | 0.00% | Reduce -16.6% | 7,371 | $321K |
| Ergawealth Advisors, Inc. | 0.12% | No change | 7,369 | $320K |
| Sequent Planning LLC | 0.07% | Reduce -9.2% | 7,218 | $314K |
| Madrona Financial Services, LLC | 0.06% | No change | 7,020 | $305K |
| DHJJ Financial Advisors, Ltd. | 0.08% | No change | 6,733 | $293K |
| Captrust Financial Advisors | 0.00% | No change | 6,418 | $279K |
| Centaurus Financial, Inc. | 0.01% | No change | 6,389 | $278K |
| XY Planning Network, Inc. | 0.03% | Reduce -25.5% | 6,257 | $272K |
| Hartford Financial Management Inc. | 0.06% | Reduce -36.5% | 6,215 | $270K |
| Next Level Private LLC | 0.05% | No change | 6,110 | $266K |
| Grantvest Financial Group LLC | 0.15% | Reduce -4.4% | 5,884 | $256K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -18.5% | 5,873 | $255K |
| NWF Advisory Services Inc. | 0.02% | Reduce -1.6% | 5,730 | $249K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 5,642 | $246K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -2.0% | 5,653 | $246K |
| BFI Wealth Solutions, LLC | 0.18% | New | 5,611 | $244K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -14.1% | 5,555 | $242K |
| Ameritas Advisory Services, LLC | 0.00% | New | 5,276 | $229K |
| Focus Partners Wealth | 0.00% | Reduce -8.8% | 5,197 | $226K |
| Koshinski Asset Management, Inc. | 0.01% | No change | 5,140 | $224K |
| Insigneo Advisory Services, LLC | 0.01% | No change | 4,992 | $217K |
| MAI Capital Management | 0.00% | Reduce -78.7% | 4,963 | $216K |
| Spire Wealth Management | 0.01% | Reduce -7.9% | 4,923 | $214K |
| PKS Advisory Services, LLC | 0.03% | Reduce -25.5% | 4,821 | $210K |
| Independent Financial Group, LLC | 0.00% | Reduce -24.0% | 4,745 | $206K |
| Barclays PLC | 0.00% | Reduce -1.9% | 4,720 | $205K |
| Ausdal Financial Partners, Inc. | 0.01% | New | 4,678 | $203K |
| Financial Network Wealth Advisors LLC | 0.19% | No change | 4,250 | $185K |
| Morgan Stanley | 0.00% | No change | 3,639 | $158K |
| Triumph Capital Management | 0.03% | Reduce -47.3% | 3,613 | $157K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -31.1% | 3,421 | $149K |
| Reicon Wealth Advisors, LLC | 0.07% | Reduce -26.9% | 2,722 | $118K |
| Geneos Wealth Management Inc. | 0.00% | Add +89.8% | 2,325 | $101K |
| Creative Financial Designs Inc. | 0.00% | No change | 2,168 | $94K |
| Capital Analysts, LLC | 0.00% | No change | 2,016 | $88K |
| Kilter Group LLC | 0.03% | No change | 1,986 | $86K |
| Ankerstar Wealth, LLC | 0.07% | No change | 1,963 | $85K |
| Larson Financial Group LLC | 0.00% | No change | 1,893 | $82K |
| International Assets Investment Management, LLC | 0.00% | New | 1,700 | $74K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,630 | $71K |
| Bullseye Investment Management, LLC | 0.03% | No change | 1,600 | $70K |
| Murphy & Mullick Capital Management Corp | 0.04% | No change | 1,525 | $66K |
| Jones Financial Companies LLLP | 0.00% | No change | 1,500 | $65K |
| AdvisorNet Financial, Inc | 0.00% | No change | 1,291 | $56K |
| Benson Wealth Management INC | 0.05% | No change | 1,200 | $52K |
| IFP Advisors, Inc | 0.00% | Reduce -42.7% | 1,142 | $50K |
| JPMorgan Chase & Co. | 0.00% | Add +2.6% | 1,078 | $47K |
| UBS Group AG | 0.00% | Add +55.6% | 943 | $41K |
| Fiduciary Financial Advisors | 0.00% | New | 915 | $40K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 807 | $35K |
| Noble Wealth Management PBC | 0.02% | No change | 800 | $35K |
| Buck Wealth Strategies, LLC | 0.00% | New | 750 | $33K |
| Allworth Financial LP | 0.00% | No change | 325 | $14K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 228 | $10K |
| Assetmark, Inc. | 0.00% | Reduce -93.4% | 25 | $1K |
| Compass Financial Management LLC | 0.00% | — | 5 | $222 |
"% 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.